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 |
|---|---|---|---|---|---|
| Estabrook Capital Management | 19,854 | $9.97M | 1.41% | −537−2.6% | Reduced |
| Coldstream Capital Management Inc | 19,826 | $9.96M | 0.31% | +5,107+34.7% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 19,818 | $9.95M | 0.15% | −20,183−50.5% | Reduced |
| Moody National Bank Trust Division | 19,810 | $9.95M | 0.30% | −65,526−76.8% | Reduced |
| BTC Capital Management, Inc. | 19,684 | $9.93M | 0.98% | +612+3.2% | Added |
| Citizens Business Bank | 19,723 | $9.90M | 1.21% | −439−2.2% | Reduced |
| Advanced Asset Management Advisors Inc | 19,570 | $9.83M | 2.04% | +170+0.9% | Added |
| Orion Portfolio Solutions, LLC | 19,510 | $9.80M | 0.33% | +1,613+9.0% | Added |
| Jackson Wealth Management, LLC | 19,497 | $9.79M | 1.24% | +117+0.6% | Added |
| Granite Investment Partners, LLC | 19,436 | $9.76M | 0.28% | −650−3.2% | Reduced |
| Baader Bank INC | 19,375 | $9.73M | 0.77% | +19,375 | New |
| Sumitomo Life Insurance Co | 19,302 | $9.69M | 0.23% | −1,149−5.6% | Reduced |
| MainStreet Investment Advisors LLC | 19,262 | $9.67M | 0.84% | −698−3.5% | Reduced |
| Toroso Investments, LLC | 19,224 | $9.65M | 0.30% | +2,369+14.1% | Added |
| Cetera Advisors LLC | 19,086 | $9.58M | 0.19% | −528−2.7% | Reduced |
| Meridian Wealth Management, LLC | 19,061 | $9.57M | 1.02% | −55−0.3% | Reduced |
| Kesler, Norman & Wride, LLC | 18,997 | $9.54M | 2.02% | +363+1.9% | Added |
| WESPAC Advisors SoCal, LLC | 20,304 | $9.51M | 2.91% | −170−0.8% | Reduced |
| Chronos Wealth Management, LLC | 18,903 | $9.49M | 5.75% | −93−0.5% | Reduced |
| Wright Investors Service Inc | 18,883 | $9.48M | 2.40% | +1,226+6.9% | Added |
| Columbus Hill Capital Management, L.P. | 18,761 | $9.42M | 1.45% | −46,887−71.4% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 18,716 | $9.40M | 2.29% | +167+0.9% | Added |
| American Trust | 18,706 | $9.39M | 0.72% | +18,706 | New |
| Avitas Wealth Management LLC | 18,666 | $9.37M | 1.57% | +3,532+23.3% | Added |
| Autus Asset Management, LLC | 18,658 | $9.37M | 0.94% | +634+3.5% | Added |
| Contravisory Investment Management, Inc. | 18,649 | $9.36M | 2.53% | +176+1.0% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 18,546 | $9.31M | 8.89% | +18,546 | New |
| Burt Wealth Advisors | 18,534 | $9.31M | 3.04% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 18,516 | $9.30M | 1.04% | +9,534+106.1% | Added |
| Princeton Global Asset Management LLC | 18,431 | $9.26M | 2.59% | +213+1.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 18,290 | $9.18M | 0.80% | −138−0.7% | Reduced |
| Apollon Wealth Management, LLC | 18,244 | $9.16M | 0.74% | +2,863+18.6% | Added |
| Equitable Trust Co | 18,239 | $9.16M | 0.57% | −613−3.3% | Reduced |
| Cozad Asset Management Inc | 18,207 | $9.14M | 1.30% | −185−1.0% | Reduced |
| AdvisorNet Financial, Inc | 18,159 | $9.12M | 0.56% | −77−0.4% | Reduced |
| Credit Agricole S A | 18,101 | $9.09M | 0.31% | +256+1.4% | Added |
| Fragasso Group Inc. | 18,004 | $9.04M | 1.07% | +837+4.9% | Added |
| Toth Financial Advisory Corp | 17,984 | $9.03M | 1.23% | −256−1.4% | Reduced |
| Exencial Wealth Advisors, LLC | 17,949 | $9.01M | 0.44% | −1,123−5.9% | Reduced |
| PointState Capital LP | 17,900 | $8.99M | 0.28% | +17,900 | New |
| Value Partners Investments Inc. | 17,953 | $8.98M | 0.73% | −13,477−42.9% | Reduced |
| EULAV Asset Management | 17,803 | $8.94M | 0.23% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 17,763 | $8.92M | 2.02% | −380−2.1% | Reduced |
| Essex Financial Services, Inc. | 17,647 | $8.86M | 0.88% | +4,382+33.0% | Added |
| Shelton Capital Management | 17,645 | $8.86M | 0.32% | −2,748−13.5% | Reduced |
| Lincoln Capital Corp | 17,623 | $8.85M | 4.25% | +36+0.2% | Added |
| HBK Sorce Advisory LLC | 17,514 | $8.80M | 0.45% | +610+3.6% | Added |
| Sivik Global Healthcare LLC | 17,500 | $8.79M | 3.76% | −52,500−75.0% | Reduced |
| Silvercrest Asset Management Group LLC | 17,476 | $8.78M | 0.06% | −17−0.1% | Reduced |
| Empirical Finance, LLC | 17,474 | $8.77M | 1.04% | +3,180+22.2% | Added |
| EFG Asset Management (Americas) Corp. | 17,331 | $8.72M | 1.47% | +3,235+22.9% | Added |
| Signaturefd, LLC | 17,300 | $8.69M | 0.27% | +2,018+13.2% | Added |
| Qube Research & Technologies Ltd | 17,290 | $8.68M | 0.07% | −110,332−86.5% | Reduced |
| KMG Fiduciary Partners, LLC | 17,263 | $8.67M | 1.34% | −1,386−7.4% | Reduced |
| Weatherly Asset Management L. P. | 17,183 | $8.63M | 0.96% | −269−1.5% | Reduced |
| Integrated Advisors Network LLC | 17,110 | $8.59M | 0.51% | −231−1.3% | Reduced |
| Consolidated Investment Group LLC | 17,100 | $8.59M | 1.36% | 00.0% | Unchanged |
| Executive Wealth Management, LLC | 17,065 | $8.57M | 0.85% | +752+4.6% | Added |
| Spinnaker Trust | 17,013 | $8.54M | 0.55% | +20+0.1% | Added |
| S&T Bank | 17,013 | $8.54M | 1.25% | +87+0.5% | Added |
| E. Ohman J:or Asset Management AB | 17,000 | $8.54M | 0.25% | −25,300−59.8% | Reduced |
| PKO Investment Management Joint-Stock Co | 16,996 | $8.53M | 0.96% | −2,448−12.6% | Reduced |
| Alapocas Investment Partners, Inc. | 16,973 | $8.52M | 6.54% | +16,973 | New |
| Empire Life Investments Inc. | 16,960 | $8.52M | 0.52% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 16,925 | $8.50M | 0.11% | −5,681−25.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 16,920 | $8.50M | 0.16% | −814−4.6% | Reduced |
| Stolper Co | 16,862 | $8.47M | 3.77% | −103−0.6% | Reduced |
| Meiji Yasuda Life Insurance Co | 16,856 | $8.46M | 0.15% | −1,828−9.8% | Reduced |
| Evergreen Capital Management LLC | 16,833 | $8.45M | 0.34% | +219+1.3% | Added |
| Axxcess Wealth Management, LLC | 16,825 | $8.45M | 0.64% | +16,825 | New |
| Mader & Shannon Wealth Management, Inc. | 16,786 | $8.43M | 4.66% | +242+1.5% | Added |
| Gladstone Institutional Advisory LLC | 16,752 | $8.41M | 0.65% | +6,641+65.7% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 16,707 | $8.39M | 2.95% | +3,053+22.4% | Added |
| Mattern Capital Management, LLC | 16,683 | $8.38M | 1.47% | −360−2.1% | Reduced |
| Great Valley Advisor Group, Inc. | 18,160 | $8.38M | 0.52% | +184+1.0% | Added |
| Schechter Investment Advisors, LLC | 16,496 | $8.28M | 0.75% | +16,496 | New |
| Elk River Wealth Management, LLC | 16,479 | $8.28M | 1.87% | +56+0.3% | Added |
| Winmill & Co. Inc | 16,475 | $8.27M | 2.38% | 00.0% | Unchanged |
| Arjuna Capital | 16,419 | $8.24M | 3.02% | −215−1.3% | Reduced |
| Kestra Private Wealth Services, LLC | 16,419 | $8.24M | 0.39% | +3,242+24.6% | Added |
| Meritage Portfolio Management | 16,415 | $8.24M | 0.47% | −57−0.3% | Reduced |
| Schnieders Capital Management LLC | 16,414 | $8.24M | 1.93% | +238+1.5% | Added |
| KCM Investment Advisors LLC | 16,384 | $8.23M | 0.29% | +287+1.8% | Added |
| Minot Wealth Management LLC | 16,363 | $8.22M | 1.58% | +514+3.2% | Added |
| BOK Financial Private Wealth, Inc. | 16,298 | $8.18M | 0.56% | +335+2.1% | Added |
| Murphy Capital Management Inc | 16,254 | $8.16M | 0.88% | +621+4.0% | Added |
| Cape Cod Five Cents Savings Bank | 16,241 | $8.15M | 0.78% | +127+0.8% | Added |
| Anchor Investment Management, LLC | 16,232 | $8.15M | 1.01% | +78+0.5% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 16,209 | $8.14M | 2.40% | +422+2.7% | Added |
| Primecap Management Co | 16,205 | $8.14M | 0.01% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 16,086 | $8.08M | 1.44% | −2,200−12.0% | Reduced |
| RiverFront Investment Group, LLC | 16,086 | $8.08M | 0.25% | +1,230+8.3% | Added |
| First Midwest Bank Trust Division | 16,082 | $8.07M | 1.04% | +81+0.5% | Added |
| Asset Planning Services Inc | 16,060 | $8.06M | 4.34% | −450−2.7% | Reduced |
| Sigma Investment Counselors Inc | 16,023 | $8.05M | 0.56% | −151−0.9% | Reduced |
| Highline Capital Management, L.P. | 16,021 | $8.04M | 7.34% | +16,021 | New |
| Marshall & Sullivan Inc | 15,910 | $7.99M | 3.85% | −41−0.3% | Reduced |
| Harbour Capital Advisors, LLC | 15,905 | $7.99M | 1.96% | +297+1.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 15,890 | $7.98M | 0.39% | +2,083+15.1% | Added |
| GHP Investment Advisors, Inc. | 15,885 | $7.98M | 0.57% | −208−1.3% | Reduced |