Skip to main content
Livermore
Livermore
ZHEN

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; 3,394 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, Q1 2022

Institutional positions in UnitedHealth Group Inc as of Mar 31, 2022. 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
2,966
+95 vs. Q4 2021
Shares held
821.4M
−3.92M (−0.5%) vs. Q4 2021
Total value
$418.3B
+$4.60B (+1.1%) vs. Q4 2021
New holders
188
1,268 more added
Sold out
93
1,138 more reduced

38 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2022: 2,966 institutions
Q1 2021: 2,516 institutionsQ2 2021: 2,592 institutionsQ3 2021: 2,573 institutionsQ4 2021: 2,909 institutionsQ1 2022: 2,966 institutionsQ2 2022: 2,965 institutionsQ3 2022: 2,999 institutionsQ4 2022: 3,160 institutionsQ1 2023: 3,115 institutionsQ2 2023: 3,137 institutionsQ3 2023: 3,145 institutionsQ4 2023: 3,422 institutionsQ1 2024: 3,385 institutionsQ2 2024: 3,407 institutionsQ3 2024: 3,477 institutionsQ4 2024: 3,685 institutionsQ1 2025: 3,614 institutionsQ2 2025: 3,186 institutionsQ3 2025: 3,169 institutionsQ4 2025: 3,312 institutionsQ1 2026: 3,055 institutionsQ2 2026: 3,394 institutions
Value heldQ1 2022: $418.3B
Q1 2021: $307.3BQ2 2021: $330.1BQ3 2021: $321.7BQ4 2021: $413.9BQ1 2022: $418.3BQ2 2022: $422.0BQ3 2022: $413.5BQ4 2022: $434.2BQ1 2023: $383.6BQ2 2023: $388.4BQ3 2023: $407.5BQ4 2023: $428.0BQ1 2024: $398.9BQ2 2024: $411.9BQ3 2024: $474.6BQ4 2024: $409.5BQ1 2025: $424.3BQ2 2025: $241.1BQ3 2025: $253.5BQ4 2025: $248.2BQ1 2026: $202.4BQ2 2026: $325.1B
Institutions holding UNH and their total value by quarter
QuarterHoldersValue
Q2 20263,394$325.1B
Q1 20263,055$202.4B
Q4 20253,312$248.2B
Q3 20253,169$253.5B
Q2 20253,186$241.1B
Q1 20253,614$424.3B
Q4 20243,685$409.5B
Q3 20243,477$474.6B
Q2 20243,407$411.9B
Q1 20243,385$398.9B
Q4 20233,422$428.0B
Q3 20233,145$407.5B
Q2 20233,137$388.4B
Q1 20233,115$383.6B
Q4 20223,160$434.2B
Q3 20222,999$413.5B
Q2 20222,965$422.0B
Q1 20222,966$418.3B
Q4 20212,909$413.9B
Q3 20212,573$321.7B
Q2 20212,592$330.1B
Q1 20212,516$307.3B

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q4 2021.

Institutions holding UNH in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
J.Safra Asset Management Corp273$00.00%+273New
Old North State Trust, LLC1$3460.28%−678−99.9%Reduced
CFS Investment Advisory Services, LLC478,352$1.00K0.00%+477,392+49,728.3%Added
IAG Wealth Partners, LLC4$2.00K0.00%+4New
Cedar Wealth Management, LLC8$4.00K0.00%00.0%Unchanged
HBC Financial Services, PLLC8$4.00K0.00%+8New
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.10$5.00K0.00%−50−83.3%Reduced
RE Dickinson Investment Advisors, LLC14$7.00K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC13$7.00K0.00%+13New
Coastal Capital Group, Inc.13$7.00K0.00%+13New
Schubert & Co16$8.00K0.01%+3+23.1%Added
Hoey Investments, Inc16$8.00K0.00%+16New
NewSquare Capital LLC18$9.00K0.00%−261−93.5%Reduced
Rocky Mountain Advisers, LLC18$9.00K0.01%00.0%Unchanged
Belmont Capital, LLC17$9.00K0.01%00.0%Unchanged
Longfellow Investment Management Co LLC19$10.0K0.00%00.0%Unchanged
Pflug Koory, LLC20$10.0K0.01%00.0%Unchanged
Ranger Investment Management, L.P.22$11.0K0.00%00.0%Unchanged
Bourgeon Capital Management LLC26$13.0K0.00%00.0%Unchanged
Emfo, LLC25$13.0K0.01%00.0%Unchanged
Wealthstreet Investment Advisors, LLC28$14.0K0.38%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.30$15.0K0.00%00.0%Unchanged
Fairfield Financial Advisors, LTD32$16.1K0.01%+32New
Pacifica Partners Inc.36$17.0K0.01%00.0%Unchanged
Insight Financial Services33$17.0K0.02%00.0%Unchanged
Lumature Wealth Partners, LLC38$19.0K0.01%−6−13.6%Reduced
Mizuho Securities Co. Ltd.37$19.0K0.00%+1+2.8%Added
O'Dell Group, LLC39$20.0K0.01%−18−31.6%Reduced
Arcadia Investment Management Corp41$21.0K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC42$21.0K0.01%00.0%Unchanged
DB Wealth Management Group, LLC43$22.0K0.01%00.0%Unchanged
Kelly Financial Services LLC44$22.3K0.01%00.0%Unchanged
HighMark Wealth Management LLC45$23.0K0.02%−1−2.2%Reduced
Financial Enhancement Group LLC50$25.0K0.00%00.0%Unchanged
Rational Advisors LLC54$28.0K0.00%−2,356−97.8%Reduced
Bellwether Advisors, LLC56$28.0K0.01%00.0%Unchanged
Johnson Midwest Financial, LLC57$29.0K0.04%+1+1.8%Added
Annapolis Financial Services, LLC57$29.0K0.01%00.0%Unchanged
Goodwin Investment Advisory59$30.0K0.02%−80−57.6%Reduced
Blue Bell Private Wealth Management, LLC58$30.0K0.01%00.0%Unchanged
Advocacy Wealth Management Services, LLC58$30.0K0.01%+25+75.8%Added
Cascade Investment Advisors, Inc.60$30.6K0.02%+30+100.0%Added
Stuart Chaussee & Associates, Inc.61$31.0K0.01%−9−12.9%Reduced
AlphaMark Advisors, LLC60$31.0K0.01%00.0%Unchanged
Cranbrook Wealth Management, LLC60$31.0K0.01%00.0%Unchanged
RPg Family Wealth Advisory, LLC64$32.6K0.01%00.0%Unchanged
Tucker Asset Management LLC64$32.6K0.01%+20+45.5%Added
Tortoise Investment Management, LLC65$33.0K0.01%00.0%Unchanged
Baillie Gifford & Co67$34.0K0.00%+4+6.3%Added
Evolution Advisers, Inc.75$38.0K0.03%+75New
Rise Advisors, LLC76$39.0K0.04%00.0%Unchanged
Cedar Mountain Advisors, LLC81$41.0K0.01%00.0%Unchanged
Sageworth Trust Co82$42.0K0.00%00.0%Unchanged
Surevest, LLC85$43.0K0.01%00.0%Unchanged
West Bancorporation Inc89$45.0K0.03%00.0%Unchanged
Cordant, Inc.89$45.0K0.03%+89New
Level Financial Advisors, Inc.90$46.0K0.04%00.0%Unchanged
Investors Research Corp95$48.0K0.01%−39−29.1%Reduced
American Research & Management Co.95$48.0K0.01%00.0%Unchanged
Delos Wealth Advisors, LLC94$48.0K0.05%00.0%Unchanged
Power Corp of Canada94$48.0K0.00%+94New
Trust Co98$50.0K0.01%00.0%Unchanged
Gibson Wealth Advisors LLC100$51.0K0.05%00.0%Unchanged
McClarren Financial Advisors, Inc.104$53.0K0.04%−2−1.9%Reduced
Sage Private Wealth Group, LLC103$53.0K0.05%00.0%Unchanged
Bromfield Sneider Wealth Advisors105$54.0K0.06%+105New
Corbenic Partners LLC108$55.0K0.01%+55+103.8%Added
Pacific Center for Financial Services111$57.0K0.02%00.0%Unchanged
PFG Private Wealth Management, LLC114$58.0K0.03%−757−86.9%Reduced
Ogorek Anthony Joseph121$61.0K0.02%00.0%Unchanged
Bellevue Asset Management, LLC122$63.0K0.04%00.0%Unchanged
Operose Advisors LLC124$63.0K0.04%+60+93.8%Added
Halpern Financial, Inc.125$63.7K0.02%−73−36.9%Reduced
Baldrige Asset Management LLC125$64.0K0.03%−42−25.1%Reduced
West Oak Capital, LLC125$64.0K0.03%00.0%Unchanged
Beaird Harris Wealth Management, LLC127$65.0K0.02%−23−15.3%Reduced
Bradley & Co. Private Wealth Management, LLC128$65.0K0.06%00.0%Unchanged
Guardian Wealth Management, Inc.127$65.0K0.06%00.0%Unchanged
Klaas Financial Asset Advisors, LLC131$67.0K0.02%00.0%Unchanged
Hudock, Inc.138$70.0K0.02%−12−8.0%Reduced
Accel Wealth Management141$72.0K0.04%00.0%Unchanged
Tacita Capital Inc145$74.0K0.04%00.0%Unchanged
Beacon Capital Management, LLC146$74.0K0.02%+146New
Parkside Investments, LLC153$78.0K0.02%−9,505−98.4%Reduced
Avion Wealth153$78.0K0.02%00.0%Unchanged
Gleason Group, Inc.153$78.0K0.02%00.0%Unchanged
Stephens Consulting, LLC156$79.6K0.07%−78−33.3%Reduced
Roble, Belko & Company, Inc156$80.0K0.02%+101+183.6%Added
USA Financial Portformulas Corp158$81.0K0.09%+158New
Estate Counselors, LLC162$82.0K0.01%00.0%Unchanged
Lloyd Advisory Services, LLC.163$83.0K0.04%+151+1,258.3%Added
Exane Derivatives167$85.2K0.02%+167New
Bay Harbor Wealth Management, LLC169$86.0K0.03%+169New
Activest Wealth Management173$88.0K0.06%+99+133.8%Added
O'Brien Wealth Partners LLC189$92.0K0.04%+103+119.8%Added
Clearview Wealth Advisors LLC187$96.0K0.06%−37−16.5%Reduced
Front Row Advisors LLC191$97.0K0.04%+4+2.1%Added
Carmichael Hill & Associates, Inc.196$100.0K0.05%+1+0.5%Added
PYA Waltman Capital, LLC204$104.0K0.05%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.211$108.0K0.06%00.0%Unchanged