UnitedHealth Group Inc
UNH- Exchange
- NYSE
- Industry
- Hospital & Medical Service Plans
- SEC CIK
- 0000731766
In the last 90 days, UnitedHealth Group Inc insiders filed 0 open-market purchases and 2 sales; 3,395 institutions reported holding it in 13F filings for Q2 2026, worth $325.1B in total; 3 superinvestors hold it, including H&H International Investment and Tiger Global Management.
13F holders, Q4 2021
Institutional positions in UnitedHealth Group Inc as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,909
- +380 vs. Q3 2021
- Shares held
- 825.6M
- +3.55M (+0.4%) vs. Q3 2021
- Total value
- $413.9B
- +$92.7B (+28.9%) vs. Q3 2021
- New holders
- 470
- 1,156 more added
- Sold out
- 90
- 965 more reduced
44 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UNH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,395 | $325.1B |
| Q1 2026 | 3,055 | $202.4B |
| Q4 2025 | 3,312 | $248.2B |
| Q3 2025 | 3,169 | $253.5B |
| Q2 2025 | 3,186 | $241.1B |
| Q1 2025 | 3,614 | $424.3B |
| Q4 2024 | 3,685 | $409.5B |
| Q3 2024 | 3,477 | $474.6B |
| Q2 2024 | 3,407 | $411.9B |
| Q1 2024 | 3,385 | $398.9B |
| Q4 2023 | 3,422 | $428.0B |
| Q3 2023 | 3,145 | $407.5B |
| Q2 2023 | 3,137 | $388.4B |
| Q1 2023 | 3,115 | $383.6B |
| Q4 2022 | 3,160 | $434.2B |
| Q3 2022 | 2,999 | $413.5B |
| Q2 2022 | 2,965 | $422.0B |
| Q1 2022 | 2,966 | $418.3B |
| Q4 2021 | 2,909 | $413.9B |
| Q3 2021 | 2,573 | $321.7B |
| Q2 2021 | 2,592 | $330.1B |
| Q1 2021 | 2,516 | $307.3B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ieq Capital, LLC | 37,911 | $19.0M | 0.44% | +2,151+6.0% | Added |
| Parkman Healthcare Partners LLC | 37,823 | $19.0M | 4.30% | +37,823 | New |
| Oak Ridge Investments LLC | 37,620 | $18.9M | 1.60% | −887−2.3% | Reduced |
| Beacon Pointe Advisors, LLC | 37,610 | $18.9M | 0.49% | −12,154−24.4% | Reduced |
| Bell Asset Management Ltd | 37,389 | $18.8M | 3.03% | −4,478−10.7% | Reduced |
| Earnest Partners LLC | 37,245 | $18.7M | 0.11% | −2,509−6.3% | Reduced |
| Andra AP-fonden | 36,800 | $18.5M | 0.38% | +2,300+6.7% | Added |
| Middleton & Co Inc | 36,496 | $18.3M | 1.79% | −3,289−8.3% | Reduced |
| Palisade Asset Management, LLC | 36,483 | $18.3M | 2.05% | −64−0.2% | Reduced |
| Albion Financial Group | 36,476 | $18.3M | 1.45% | +60.0% | Added |
| Pinnacle Associates Ltd | 36,472 | $18.3M | 0.32% | −525−1.4% | Reduced |
| James Investment Research Inc | 36,458 | $18.3M | 1.68% | −1,511−4.0% | Reduced |
| Cypress Capital Management LLC | 36,340 | $18.2M | 2.06% | +1,565+4.5% | Added |
| Violich Capital Management, Inc. | 36,135 | $18.1M | 2.61% | +100.0% | Added |
| Washington Trust Bank | 36,074 | $18.1M | 1.75% | −206−0.6% | Reduced |
| Siemens Fonds Invest GmbH | 35,854 | $18.1M | 1.19% | −304−0.8% | Reduced |
| CCM Investment Advisers LLC | 35,998 | $18.1M | 2.19% | −1,447−3.9% | Reduced |
| Advisory Research Inc | 35,925 | $18.0M | 1.42% | −321−0.9% | Reduced |
| Chesley Taft & Associates LLC | 35,900 | $18.0M | 0.93% | −309−0.9% | Reduced |
| YHB Investment Advisors, Inc. | 35,786 | $18.0M | 1.42% | +712+2.0% | Added |
| Ninety One North America, Inc. | 35,605 | $17.9M | 0.63% | +21,424+151.1% | Added |
| Whittier Trust Co of Nevada Inc | 35,556 | $17.9M | 0.65% | +1,125+3.3% | Added |
| PEAK6 Investments LLC | 35,522 | $17.8M | 0.50% | −13,137−27.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 35,199 | $17.7M | 1.00% | +1,630+4.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 34,959 | $17.6M | 0.23% | −24−0.1% | Reduced |
| Osher Van de Voorde Investment Management | 35,059 | $17.6M | 3.89% | −5,210−12.9% | Reduced |
| Torray LLC | 34,428 | $17.3M | 2.55% | −3,677−9.6% | Reduced |
| Alpha Cubed Investments, LLC | 34,314 | $17.2M | 1.13% | +1,841+5.7% | Added |
| Pittenger & Anderson Inc | 34,292 | $17.2M | 0.80% | +2,037+6.3% | Added |
| Stewart Asset Management, LLC | 34,017 | $17.1M | 9.12% | −748−2.2% | Reduced |
| Neville Rodie & Shaw Inc | 33,945 | $17.0M | 1.21% | −283−0.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 33,938 | $17.0M | 1.43% | +258+0.8% | Added |
| Distillate Capital Partners LLC | 33,921 | $17.0M | 2.86% | +11,130+48.8% | Added |
| HighTower Trust Services, LTA | 33,891 | $17.0M | 1.66% | +430+1.3% | Added |
| Squarepoint Ops LLC | 33,858 | $17.0M | 0.08% | −155,957−82.2% | Reduced |
| Illinois Municipal Retirement Fund | 33,788 | $17.0M | 0.48% | +6,243+22.7% | Added |
| Veritable, L.P. | 33,335 | $16.7M | 0.25% | −216−0.6% | Reduced |
| Arbor Wealth Management, LLC | 33,132 | $16.6M | 3.65% | −666−2.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 33,124 | $16.6M | 1.21% | +1,077+3.4% | Added |
| Smith Group Asset Management, LLC | 33,094 | $16.6M | 0.76% | −265−0.8% | Reduced |
| Wallington Asset Management, LLC | 32,956 | $16.5M | 2.52% | +105+0.3% | Added |
| Picton Mahoney Asset Management | 32,880 | $16.5M | 0.59% | +3,980+13.8% | Added |
| Quest Investment Management LLC | 32,817 | $16.5M | 1.41% | −6,201−15.9% | Reduced |
| Bank of the West | 32,776 | $16.5M | 1.56% | −425−1.3% | Reduced |
| Copeland Capital Management, LLC | 32,735 | $16.4M | 0.43% | +379+1.2% | Added |
| Harbor Investment Advisory, LLC | 32,664 | $16.4M | 2.08% | −78−0.2% | Reduced |
| Mill Capital Management, LLC | 32,627 | $16.4M | 1.68% | +32,627 | New |
| Desjardins Global Asset Management Inc. | 32,627 | $16.4M | 1.40% | +32,627 | New |
| Comerica Securities,inc. | 32,607 | $16.4M | 1.05% | +167+0.5% | Added |
| Hancock Whitney Corp | 32,593 | $16.4M | 0.51% | +236+0.7% | Added |
| Fidelity National Financial, Inc. | 32,440 | $16.3M | 1.35% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 32,277 | $16.2M | 0.17% | −1,288−3.8% | Reduced |
| Walleye Trading LLC | 32,140 | $16.1M | 0.26% | +31,422+4,376.3% | Added |
| Clifford Swan Investment Counsel LLC | 32,125 | $16.1M | 0.56% | −498−1.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 32,101 | $16.1M | 7.69% | +50.0% | Added |
| Ethic Inc. | 31,765 | $15.9M | 1.23% | +4,194+15.2% | Added |
| Addenda Capital Inc. | 31,762 | $15.9M | 0.68% | −390−1.2% | Reduced |
| Atlantic Union Bankshares Corp | 31,712 | $15.9M | 1.35% | +40+0.1% | Added |
| Rafferty Asset Management, LLC | 31,656 | $15.9M | 0.08% | +1,592+5.3% | Added |
| Park Avenue Securities LLC | 31,526 | $15.8M | 0.28% | +2,013+6.8% | Added |
| Transform Wealth, LLC | 31,347 | $15.7M | 1.64% | −41−0.1% | Reduced |
| Diversified Trust Co | 31,037 | $15.6M | 0.51% | −995−3.1% | Reduced |
| Nicola Wealth Management Ltd. | 31,000 | $15.6M | 1.46% | −1,000−3.1% | Reduced |
| Adell Harriman & Carpenter Inc | 30,934 | $15.5M | 1.44% | +546+1.8% | Added |
| German American Bancorp, Inc. | 30,803 | $15.5M | 2.17% | +567+1.9% | Added |
| Horizon Investments, LLC | 30,536 | $15.3M | 0.46% | −4,215−12.1% | Reduced |
| Amica Mutual Insurance Co | 30,500 | $15.3M | 1.29% | −990−3.1% | Reduced |
| Buckingham Capital Management, Inc. | 30,496 | $15.3M | 2.37% | −20.0% | Reduced |
| JustInvest LLC | 30,432 | $15.3M | 0.90% | +9,661+46.5% | Added |
| Kings Point Capital Management | 30,371 | $15.3M | 1.26% | +13,471+79.7% | Added |
| Sectoral Asset Management Inc | 30,300 | $15.2M | 2.29% | +1,500+5.2% | Added |
| Howe & Rusling Inc | 30,270 | $15.2M | 1.78% | +2,512+9.0% | Added |
| Carlson Capital Management | 30,186 | $15.2M | 1.32% | −35−0.1% | Reduced |
| Venturi Wealth Management, LLC | 30,016 | $15.1M | 1.14% | −204−0.7% | Reduced |
| Gabalex Capital Management LLC | 30,000 | $15.1M | 6.40% | 00.0% | Unchanged |
| Twin Capital Management Inc | 29,823 | $15.0M | 1.50% | −2,180−6.8% | Reduced |
| Pioneer Trust Bank N A | 29,638 | $14.9M | 3.87% | +105+0.4% | Added |
| China Universal Asset Management Co., Ltd. | 29,614 | $14.9M | 3.54% | +29,614 | New |
| Northern Oak Wealth Management Inc | 29,307 | $14.7M | 1.66% | −174−0.6% | Reduced |
| Sofos Investments, Inc. | 26,116 | $14.7M | 1.15% | +26,073+60,634.9% | Added |
| Texas Capital Bank Wealth Management Services Inc | 29,100 | $14.6M | 1.26% | −1,167−3.9% | Reduced |
| HealthCor Management, L.P. | 29,000 | $14.6M | 0.80% | +29,000 | New |
| RiverPark Advisors, LLC | 28,915 | $14.5M | 1.75% | −2,700−8.5% | Reduced |
| Bridgecreek Investment Management, LLC | 28,795 | $14.5M | 1.97% | −75−0.3% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 28,618 | $14.4M | 0.50% | +357+1.3% | Added |
| Cullinan Associates Inc | 28,445 | $14.3M | 0.73% | −2,777−8.9% | Reduced |
| Bragg Financial Advisors, Inc | 36,526 | $14.3M | 0.91% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 28,333 | $14.2M | 0.48% | −406−1.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 28,331 | $14.2M | 0.63% | +6,620+30.5% | Added |
| Appleton Partners Inc | 28,328 | $14.2M | 1.07% | −991−3.4% | Reduced |
| Kornitzer Capital Management Inc | 28,305 | $14.2M | 0.21% | +983+3.6% | Added |
| Cinctive Capital Management LP | 28,107 | $14.1M | 0.66% | −25,077−47.2% | Reduced |
| Argent Trust Co | 28,006 | $14.1M | 0.82% | +700+2.6% | Added |
| Forbes J M & Co LLP | 27,996 | $14.1M | 1.61% | +201+0.7% | Added |
| EP Wealth Advisors, LLC | 27,945 | $14.0M | 0.33% | −1,716−5.8% | Reduced |
| Bright Rock Capital Management, LLC | 27,938 | $14.0M | 3.18% | +3,000+12.0% | Added |
| Madison Asset Management, LLC | 27,925 | $14.0M | 0.18% | −793−2.8% | Reduced |
| King Wealth | 27,756 | $13.9M | 2.59% | −349−1.2% | Reduced |
| Leuthold Group, LLC | 27,748 | $13.9M | 1.63% | −671−2.4% | Reduced |
| Cohen Klingenstein LLC | 27,700 | $13.9M | 0.55% | 00.0% | Unchanged |