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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.

Q1 2022 vs. Q4 2021

How the institutions holding UnitedHealth Group Inc changed between Q4 2021 and Q1 2022.

All holders in Q1 2022All holders in Q4 2021

13F holders of UNH: Q4 2021 compared with Q1 2022
MeasureQ4 2021Of which not filed for Q1 2022Q1 2022Change
Holders2,909382,965+94
Shares825.6M301.7K821.4M−3.92M (−0.5%)
Value$413.9B$152.1M$418.3B+$4.60B (+1.1%)

38 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (187)

Institutions that held UnitedHealth Group Inc at the end of Q1 2022 but not at the end of Q4 2021.

Showing the largest 100 of 187 by value.

Institutions new to UNH in Q1 2022
InstitutionSharesValue% of portfolio
Amalgamated Financial Corp.251,127$128.1M1.02%
Munro Partners205,415$104.8M3.76%
Abeille Asset Management SA115,087$58.7M1.68%
Marsico Capital Management LLC106,464$54.3M1.89%
Viking Global Investors LPSuperinvestorViking Global Investors76,910$39.2M0.16%
Achmea Investment Management B.V.73,270$37.4M0.97%
Meeder Asset Management Inc49,460$25.2M1.23%
LMCG Investments, LLC39,377$20.1M1.16%
Clough Capital Partners L P39,370$20.1M1.53%
Soros Capital Management LLC31,700$16.2M3.91%
Atria Wealth Solutions, Inc.30,118$15.4M0.26%
Port Capital LLC29,738$15.2M1.05%
Allen Mooney & Barnes Investment Advisors LLC21,800$11.1M2.46%
Marvin & Palmer Associates Inc21,023$10.7M4.83%
Kingdon Capital Management, L.L.C.18,700$9.54M1.62%
Axiom Investors LLC18,282$9.32M0.22%
Resolute Capital Asset Partners LLC14,500$7.39M4.72%
Eudaimonia Partners, LLC13,599$6.93M1.18%
NatWest Group plc13,547$6.91M3.33%
Global Retirement Partners, LLC12,739$6.34M0.50%
Edgestream Partners, L.P.11,793$6.01M0.48%
Wealth Advisory Solutions, LLC11,791$6.01M1.25%
Strategic Wealth Advisors Group, LLC10,817$5.53M0.21%
Solidarilty Wealth, LLC10,132$5.45M3.08%
WBI Investments10,598$5.31M0.86%
Element Capital Management LLC10,187$5.20M2.60%
Verition Fund Management LLC10,062$5.13M0.10%
PCJ Investment Counsel Ltd.10,000$5.10M1.86%
Islet Management, LP10,000$5.10M0.63%
AMP Capital Investors Ltd9,100$4.64M0.20%
NWK Group, Inc.9,028$4.60M2.48%
Swaine & Leidel Wealth Services, LLC4,479$4.48M21.87%
Second Half Financial Partners, LLC12,038$4.48M3.57%
Gateway Advisory, LLC8,542$4.36M1.18%
DeDora Capital, Inc.8,362$4.26M1.72%
Fund Management at Engine No. 1 LLC7,973$4.07M1.02%
Parallax Volatility Advisers, L.P.7,430$3.79M0.09%
Heritage Wealth Management, LLC7,113$3.63M0.98%
Legacy CG, LLC6,991$3.56M2.32%
Centre Asset Management, LLC6,981$3.56M1.13%
Seven Eight Capital, LP6,800$3.47M0.46%
Barometer Capital Management Inc.6,431$3.28M0.60%
Chemistry Wealth Management LLC6,360$3.24M1.11%
LMR Partners LLP6,327$3.23M0.05%
Brendel Financial Advisors LLC6,275$3.20M1.74%
M Holdings Securities, Inc.5,994$3.06M0.23%
Twin Tree Management, LP5,554$2.83M0.06%
F/M Investments LLC5,365$2.74M2.21%
My Legacy Advisors, LLC5,005$2.55M1.18%
Country Club Bank4,639$2.42M0.21%
Paragon Advisors, LLC4,583$2.34M0.98%
Ironvine Capital Partners, LLC4,442$2.27M0.24%
Hightower 6M Holding, LLC4,244$2.16M0.16%
XTX Topco Ltd4,214$2.15M0.94%
Ledge Wealth Management, Inc.4,002$2.04M1.27%
Mirabella Financial Services LLP3,976$2.03M0.23%
Brasada Capital Management, LP3,956$2.02M0.38%
Quantbot Technologies LP3,947$2.01M0.18%
ICA Group Wealth Management, LLC3,928$1.93M0.37%
Angeles Wealth Management, LLC3,751$1.91M0.36%
Janney Capital Management LLC3,499$1.78M0.13%
WealthTrust Asset Management, LLC3,486$1.78M1.27%
GoalVest Advisory LLC3,301$1.68M0.95%
O'Neil Global Advisors, Inc.3,200$1.63M0.84%
Connacht Asset Management LP2,834$1.45M2.15%
Verus Capital Partners, LLC2,788$1.39M0.22%
Cyrus J. Lawrence, LLC2,720$1.39M0.32%
Strategic Investment Advisors2,643$1.35M0.25%
L.M. Kohn & Company2,637$1.34M0.52%
World Equity Group, Inc.2,456$1.25M0.27%
Natixis Investment Managers International2,456$1.25M0.02%
Warther Private Wealth, LLC2,400$1.23M0.80%
Relative Value Partners Group, LLC2,400$1.22M0.09%
Aquatic Capital Management LLC2,400$1.22M1.83%
Ayalon Holdings Ltd.2,390$1.22M0.41%
MBL Wealth, LLC2,351$1.20M0.29%
Capital Management Associates2,300$1.17M1.26%
Polaris Wealth Advisory Group, LLC2,010$1.08M0.07%
Jackson, Grant Investment Advisers, Inc.2,101$1.07M0.45%
Centiva Capital, LP2,054$1.05M0.06%
Paladin Advisory Group, LLC1,869$958.0K0.78%
Avory & Company, LLC1,841$939.0K0.59%
MCF Advisors LLC1,779$907.0K0.09%
Stoneridge Investment Partners LLC1,759$897.0K0.42%
Deuterium Capital Management, LLC1,747$891.0K1.15%
Silver Oak Securities, Inc1,625$887.0K0.18%
First Western Trust Bank1,681$875.0K0.04%
Prelude Capital Management, LLC1,620$826.0K0.04%
OneAscent Financial Services LLC1,610$821.0K0.59%
Donoghue Forlines LLC1,607$820.0K0.18%
Vista Finance, LLC1,601$816.0K1.21%
Vaughan Nelson Investment Management, L.P.1,590$811.0K0.01%
WMS Partners, LLC1,573$802.0K0.11%
EHP Funds Inc.1,500$765.0K0.13%
WealthPlan Investment Management, LLC1,506$765.0K0.05%
CCG Wealth Management, LLC1,490$760.0K0.37%
CenterBook Partners LP1,429$729.0K0.26%
Virginia National Bank1,280$653.0K0.75%
Buttonwood Financial Advisors Inc.1,190$607.0K0.55%
Mendel Money Management1,188$606.0K0.30%

Sold out (93)

Institutions that held UnitedHealth Group Inc at the end of Q4 2021 and filed for Q1 2022 without it.

Institutions that sold out of UNH in Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Veritas Investment Management (UK) Ltd99,122$49.8M
Woodline Partners LP67,398$33.8M
Susquehanna Fundamental Investments, LLC53,455$26.8M
SeaTown Holdings Pte. Ltd.52,000$26.1M
Advisors Asset Management, Inc.40,549$20.4M
First Quadrant L P22,737$11.4M
Soros Fund Management LLCSuperinvestorSoros Fund Management19,818$9.95M
Baader Bank INC19,375$9.73M
Columbus Hill Capital Management, L.P.18,761$9.42M
PointState Capital LP17,900$8.99M
Two Sigma Advisers, LP15,300$7.68M
Sowell Financial Services LLC14,033$7.05M
Two Sigma Investments, LP13,925$6.99M
Pensionfund DSM Netherlands13,200$6.63M
Geneos Wealth Management Inc.12,600$6.33M
Thames Capital Management LLC12,063$6.06M
Point72 Hong Kong Ltd8,747$4.39M
united american securities inc. (d/b/a uas asset management)8,500$4.27M
Duality Advisers, LP8,463$4.25M
Riverpark Capital Management LLC8,419$4.23M
Hennessy Advisors Inc7,800$3.92M
Schonfeld Strategic Advisors LLC7,456$3.74M
MBB Public Markets I LLC7,400$3.72M
Silicon Valley Community Foundation6,551$3.29M
Fluent Financial, LLC5,549$2.79M
Holocene Advisors, LP4,706$2.36M
Hancock Whitney Investment Services Inc.3,444$1.78M
Aries Wealth Management3,204$1.61M
Sentinel Trust Co Lba2,100$1.05M
Donald L. Hagan, LLC1,854$931.0K
Capital One Financial Corp1,811$910.0K
Absolute Capital Management, LLC1,602$804.4K
Standard Family Office LLC1,415$711.0K
Autumn Glory Partners, LLC1,270$638.0K
Investors Financial Group, LLC1,231$619.0K
Quinn Opportunity Partners LLC1,000$502.0K
Shay Capital LLC1,000$502.0K
Rockwood Wealth Management, LLC991$497.5K
Vienna Asset Management LLC964$484.0K
Vahanian & Associates Financial Planning Inc.907$455.0K
CenterStar Asset Management, LLC–$431.0K
Coulter & Justus Financial Services, LLC802$403.0K
Silverhawk Asset Management, LLC780$392.0K
Machina Capital S.A.S.755$379.0K
Oxford Financial Group Ltd720$362.0K
TCG Advisory Services, LLC677$340.0K
Mosaic Advisors LLC656$329.0K
Investment Management Associates Inc629$316.0K
Manteio Capital LLC594$298.0K
Capital Bank & Trust Co576$289.0K
Engineers Gate Manager LP560$281.0K
Axiom Investment Management LLC543$278.0K
Integrity Financial Corp553$278.0K
New England Asset Management Inc550$276.0K
Carderock Capital Management Inc525$264.0K
Wells Trecaso Financial Group, LLC525$264.0K
Wipfli Financial Advisors LLC,506$254.1K
Ford Financial Group, LLC475$238.0K
SPC Financial, Inc.467$234.0K
Wealthstar Advisors, LLC439$224.0K
Summit Financial Strategies, Inc.446$224.0K
BLB&B Advisors, LLC440$221.0K
New Millennium Group LLC431$216.0K
Falcon Wealth Planning418$210.0K
Paragon Capital Management Ltd390$196.0K
TD Capital Management LLC277$139.0K
Ahl Investment Management, Inc.276$139.0K
Retirement Planning Co of New England, Inc.172$86.0K
St. James Investment Advisors, LLC166$83.0K
Andrew Hill Investment Advisors, Inc.125$62.0K
Delta Asset Management LLC117$59.0K
Costello Asset Management, INC110$55.0K
Cassady Schiller Wealth Management, LLC110$55.0K
Rather & Kittrell, Inc.108$54.0K
IronBridge Private Wealth, LLC108$54.0K
True Link Financial Advisors, LLC101$51.0K
Lake Point Wealth Management100$50.0K
Dark Forest Capital Management LP97$49.0K
Edge Wealth Management LLC94$47.0K
Wagner Wealth Management, LLC77$39.0K
Leverty Financial Group, LLC68$34.0K
Outfitter Financial LLC50$25.0K
Rinkey Investments50$23.0K
Widmann Financial Services, Inc.46$23.0K
Barnett & Company, Inc.30$15.0K
Morton Brown Family Wealth, LLC23$12.0K
Providence Capital Advisors, LLC16$8.00K
Truvestments Capital LLC16$8.00K
Eukles Asset Management13$7.00K
Mach-1 Financial Group, Inc.10$5.00K
Aquire Wealth Advisors, LLC7$4.00K
McCarthy Grittinger Financial Group, LLC6$3.01K
First Command Advisory Services, Inc.80$0

Not filed for Q1 2022 yet (38)

Institutions that held UnitedHealth Group Inc at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UNH in Q4 2021 that haven't filed for Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Tdam USA Inc.45,011$22.6M
Andra AP-fonden36,800$18.5M
Arbor Wealth Management, LLC33,132$16.6M
Asymmetry Capital Management, L.P.26,844$13.5M
Tradewinds, LLC.21,767$11.5M
First Midwest Bank Trust Division16,082$8.07M
Johanson Financial Advisors, Inc.14,977$7.52M
Harbour Investments, Inc.10,725$5.39M
Metatron Capital SICAV plc9,200$4.62M
Reilly Financial Advisors, LLC8,044$4.04M
Pantheon Investment Group, LLC7,416$3.75M
MD Financial Management Inc.7,380$3.71M
Heritage Way Advisors, LLC7,038$3.53M
NEXT Financial Group, Inc6,452$3.24M
HawsGoodwin Investment Management LLC5,363$2.69M
Finivi Inc.4,952$2.49M
Country Club Trust Company, n.a.4,549$2.29M
Altavista Wealth Management, Inc.4,401$2.21M
Ascendant Capital Management, LLC4,000$2.01M
Quest Capital Management Inc3,842$1.93M
Evernest Financial Advisors, LLC3,243$1.68M
Carroll Financial Associates, Inc.2,723$1.36M
Paradigm Financial Advisors, LLC2,650$1.33M
Clear Perspective Advisors, LLC2,492$1.25M
Crescent Capital Consulting, LLC2,369$1.19M
Mosaic Family Wealth, LLC1,315$660.0K
Markston International LLC1,288$647.0K
Grace Capital1,100$552.0K
Alterity Financial Group, LLC1,076$540.0K
Resource Management, LLC948$476.0K
Innovative Portfolios LLC727$365.0K
Columbia Asset Management686$344.0K
Pineno Levin & Ford Asset Management, Inc.639$321.0K
Alley Co LLC594$298.0K
Hayden Royal, LLC587$295.0K
Collaborative Wealth Managment Inc.446$224.0K
Bell Investment Advisors, Inc434$218.0K
Biltmore Capital Advisors LLC411$206.0K