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 |
|---|---|---|---|---|---|
| Marks Group Wealth Management, Inc | 27,355 | $13.9M | 1.69% | +524+2.0% | Added |
| HAP Trading, LLC | 27,476 | $13.8M | 0.96% | +13,326+94.2% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 27,467 | $13.8M | 0.40% | +3,144+12.9% | Added |
| American Portfolios Advisors | 27,406 | $13.8M | 0.46% | +3,756+15.9% | Added |
| Logan Capital Management Inc | 26,981 | $13.5M | 0.59% | −1,437−5.1% | Reduced |
| Asymmetry Capital Management, L.P. | 26,844 | $13.5M | 7.16% | +26,844 | New |
| Sigma Planning Corp | 26,824 | $13.5M | 0.38% | +1,020+4.0% | Added |
| Gotham Asset Management, LLC | 26,600 | $13.4M | 0.43% | −4,436−14.3% | Reduced |
| D L Carlson Investment Group Inc | 26,503 | $13.3M | 2.12% | +1,041+4.1% | Added |
| Telemus Capital, LLC | 26,449 | $13.3M | 1.07% | +112+0.4% | Added |
| Girard Partners Ltd. | 26,325 | $13.2M | 1.44% | −1,095−4.0% | Reduced |
| Grimes & Company, Inc. | 26,303 | $13.2M | 0.60% | +49+0.2% | Added |
| Wedbush Securities Inc | 26,078 | $13.1M | 0.56% | +1,171+4.7% | Added |
| Cresset Asset Management, LLC | 26,068 | $13.1M | 0.13% | −3,575−12.1% | Reduced |
| TD Private Client Wealth LLC | 25,928 | $13.0M | 0.54% | −6,874−21.0% | Reduced |
| Level Four Advisory Services, LLC | 25,817 | $13.0M | 0.99% | +1,548+6.4% | Added |
| Profund Advisors LLC | 25,567 | $12.8M | 0.42% | +1,447+6.0% | Added |
| TruWealth Advisors, LLC | 25,545 | $12.8M | 1.30% | +775+3.1% | Added |
| Schmidt P J Investment Management Inc | 27,090 | $12.8M | 2.56% | −230−0.8% | Reduced |
| Heritage Trust Co | 25,465 | $12.8M | 1.64% | −46−0.2% | Reduced |
| BerganKDV Wealth Management, LLC | 25,239 | $12.7M | 1.32% | −156−0.6% | Reduced |
| Premier Asset Management LLC | 25,102 | $12.6M | 2.19% | −7,236−22.4% | Reduced |
| First National Bank of Omaha | 24,929 | $12.5M | 0.60% | −502−2.0% | Reduced |
| Independent Advisor Alliance | 24,661 | $12.4M | 0.61% | +803+3.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 24,641 | $12.4M | 1.15% | +136+0.6% | Added |
| Ledyard National Bank | 24,515 | $12.3M | 1.18% | −977−3.8% | Reduced |
| Highlander Capital Management, LLC | 24,440 | $12.3M | 5.68% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 24,407 | $12.3M | 0.78% | +98+0.4% | Added |
| Muhlenkamp & Co Inc | 24,396 | $12.3M | 4.27% | −16−0.1% | Reduced |
| Terry L. Blaker | 24,391 | $12.2M | 0.95% | +1,164+5.0% | Added |
| IndexIQ Advisors LLC | 24,383 | $12.2M | 0.41% | +423+1.8% | Added |
| Segment Wealth Management, LLC | 24,375 | $12.2M | 1.28% | +743+3.1% | Added |
| Richard Bernstein Advisors LLC | 24,346 | $12.2M | 0.24% | +7,216+42.1% | Added |
| Stonnington Group, LLC | 25,598 | $12.0M | 2.59% | −137−0.5% | Reduced |
| Everence Capital Management Inc | 23,900 | $12.0M | 0.89% | +2,700+12.7% | Added |
| HB Wealth Management, LLC | 23,879 | $12.0M | 0.24% | +23,879 | New |
| Conning Inc. | 23,717 | $11.9M | 0.32% | −2,909−10.9% | Reduced |
| Catalyst Capital Advisors LLC | 23,643 | $11.9M | 0.55% | −1,100−4.4% | Reduced |
| Wetherby Asset Management Inc | 23,629 | $11.9M | 0.67% | +479+2.1% | Added |
| First Citizens Bank & Trust Co | 23,430 | $11.8M | 0.46% | −110−0.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 23,393 | $11.7M | 1.14% | +7,270+45.1% | Added |
| American National Bank | 23,369 | $11.7M | 2.29% | −2,073−8.1% | Reduced |
| Spearhead Capital Advisors, LLC | 23,351 | $11.7M | 1.42% | +415+1.8% | Added |
| Banque Cantonale Vaudoise | 23,345 | $11.7M | 0.46% | −1,551−6.2% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 23,079 | $11.6M | 1.26% | −15−0.1% | Reduced |
| Churchill Management Corp | 22,992 | $11.5M | 0.16% | +5,836+34.0% | Added |
| Tradewinds, LLC. | 21,767 | $11.5M | 13.53% | +21,767 | New |
| Somerville Kurt F | 22,782 | $11.4M | 1.59% | −108−0.5% | Reduced |
| First Quadrant L P | 22,737 | $11.4M | 1.23% | −50−0.2% | Reduced |
| Scholtz & Company, LLC | 22,641 | $11.4M | 3.67% | +3,443+17.9% | Added |
| B. Riley Wealth Management, Inc. | 22,601 | $11.3M | 0.79% | +811+3.7% | Added |
| Arden Trust Co | 22,484 | $11.3M | 1.92% | +243+1.1% | Added |
| Morse Asset Management, Inc | 22,452 | $11.3M | 2.52% | +115+0.5% | Added |
| Ninety One SA (PTY) Ltd | 22,359 | $11.3M | 3.29% | +4,783+27.2% | Added |
| Alerus Financial NA | 22,401 | $11.2M | 0.92% | +2,448+12.3% | Added |
| Central Bank & Trust Co | 22,392 | $11.2M | 1.74% | −834−3.6% | Reduced |
| Fulcrum Capital LLC | 22,380 | $11.2M | 2.44% | −321−1.4% | Reduced |
| Redpoint Investment Management Pty Ltd | 22,297 | $11.2M | 0.89% | −982−4.2% | Reduced |
| Pathstone Family Office, LLC | 22,029 | $11.1M | 0.28% | +1,043+5.0% | Added |
| Gifford Fong Associates | 22,000 | $11.0M | 1.93% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 21,782 | $10.9M | 0.89% | −912−4.0% | Reduced |
| Hudson Valley Investment Advisors Inc | 21,778 | $10.9M | 1.71% | +60.0% | Added |
| Vestcor Inc | 21,575 | $10.8M | 0.38% | −2,917−11.9% | Reduced |
| Sargent Bickham Lagudis LLC | 21,539 | $10.8M | 0.82% | +352+1.7% | Added |
| Leavell Investment Management, Inc. | 21,517 | $10.8M | 0.72% | −20−0.1% | Reduced |
| Glenview Trust Co | 21,502 | $10.8M | 0.36% | −320−1.5% | Reduced |
| Tocqueville Asset Management L.P. | 21,477 | $10.8M | 0.15% | −30.0% | Reduced |
| Cigna Investments Inc | 21,383 | $10.7M | 0.84% | −7,606−26.2% | Reduced |
| Tiger Eye Capital LLC | 21,366 | $10.7M | 2.96% | +19,500+1,045.0% | Added |
| Bridgeway Capital Management, LLC | 21,300 | $10.7M | 0.20% | −5,350−20.1% | Reduced |
| St Germain D J Co Inc | 21,143 | $10.6M | 0.58% | −190−0.9% | Reduced |
| Security National Bank | 21,130 | $10.6M | 2.40% | −232−1.1% | Reduced |
| Greenleaf Trust | 21,010 | $10.6M | 0.12% | +1,725+8.9% | Added |
| Parsec Financial Management, Inc. | 20,944 | $10.5M | 0.44% | +1,356+6.9% | Added |
| Cambridge Financial Group, Inc. | 20,939 | $10.5M | 4.13% | +1,015+5.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 20,838 | $10.5M | 0.42% | −366−1.7% | Reduced |
| Strong Tower Advisory Services | 20,833 | $10.5M | 5.58% | −336−1.6% | Reduced |
| Focus Financial Network, Inc. | 20,786 | $10.4M | 1.53% | +1,088+5.5% | Added |
| Roundview Capital LLC | 20,778 | $10.4M | 1.04% | +1,133+5.8% | Added |
| Evoke Wealth, LLC | 20,712 | $10.4M | 0.33% | +10.0% | Added |
| Arnhold LLC | 20,649 | $10.4M | 1.17% | −5,883−22.2% | Reduced |
| WoodTrust Financial Corp | 20,498 | $10.3M | 2.13% | +452+2.3% | Added |
| Stonebridge Capital Advisors LLC | 20,464 | $10.3M | 1.13% | +492+2.5% | Added |
| Covington Investment Advisors Inc. | 20,415 | $10.3M | 2.09% | −175−0.8% | Reduced |
| L & S Advisors Inc | 20,369 | $10.2M | 1.10% | +9,305+84.1% | Added |
| First Hawaiian Bank | 20,353 | $10.2M | 0.30% | +5,503+37.1% | Added |
| Live Oak Private Wealth LLC | 20,276 | $10.2M | 1.91% | −253−1.2% | Reduced |
| Core Alternative Capital | 23,651 | $10.2M | 2.05% | −497−2.1% | Reduced |
| Highland Capital Management, LLC | 20,245 | $10.2M | 0.58% | +350+1.8% | Added |
| Greenwich Wealth Management LLC | 20,199 | $10.1M | 0.83% | −45−0.2% | Reduced |
| Capstone Investment Advisors, LLC | 20,187 | $10.1M | 0.16% | −50,070−71.3% | Reduced |
| Avantax Advisory Services, Inc. | 20,169 | $10.1M | 0.15% | +2,592+14.7% | Added |
| Mission Wealth Management, LP | 20,115 | $10.1M | 0.46% | +5,416+36.8% | Added |
| Penobscot Investment Management Company, Inc. | 20,084 | $10.1M | 1.36% | +125+0.6% | Added |
| Greenline Partners, LLC | 19,999 | $10.0M | 1.89% | +439+2.2% | Added |
| Corient Capital Partners, LLC | 19,958 | $10.0M | 0.66% | +767+4.0% | Added |
| Motco | 19,943 | $10.0M | 0.62% | −499−2.4% | Reduced |
| Private Advisory Group LLC | 19,933 | $10.0M | 2.05% | +1,257+6.7% | Added |
| Brown Brothers Harriman & Co | 19,913 | $10.0M | 0.06% | +2,366+13.5% | Added |
| Caldwell Trust Co | 19,903 | $9.99M | 1.15% | +224+1.1% | Added |