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, 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
- 2,965
- +94 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
- 187
- 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,395 | $325.1B |
| Q1 2026 | 3,054 | $202.4B |
| Q4 2025 | 3,311 | $248.2B |
| Q3 2025 | 3,168 | $253.5B |
| Q2 2025 | 3,185 | $241.1B |
| Q1 2025 | 3,613 | $424.3B |
| Q4 2024 | 3,684 | $409.5B |
| Q3 2024 | 3,476 | $474.6B |
| Q2 2024 | 3,406 | $411.9B |
| Q1 2024 | 3,384 | $398.9B |
| Q4 2023 | 3,421 | $428.0B |
| Q3 2023 | 3,144 | $407.5B |
| Q2 2023 | 3,136 | $388.4B |
| Q1 2023 | 3,114 | $383.6B |
| Q4 2022 | 3,159 | $434.2B |
| Q3 2022 | 2,998 | $413.5B |
| Q2 2022 | 2,964 | $422.0B |
| Q1 2022 | 2,965 | $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, Q1 2022
Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wealth Alliance Advisory Group, LLC | 1,972 | $1.01M | 0.44% | +170+9.4% | Added |
| Baker Boyer National Bank | 1,977 | $1.01M | 0.49% | +13+0.7% | Added |
| Wall Street Access Asset Management, LLC | 1,983 | $1.01M | 0.56% | +47+2.4% | Added |
| DAGCO, Inc. | 1,884 | $1.01M | 0.46% | −130−6.5% | Reduced |
| Berkeley Capital Partners, LLC | 1,988 | $1.01M | 0.40% | +113+6.0% | Added |
| BSW Wealth Partners | 1,992 | $1.02M | 0.26% | +65+3.4% | Added |
| Planning Center, Inc. | 1,999 | $1.02M | 2.93% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 2,001 | $1.02M | 0.41% | −71−3.4% | Reduced |
| Castle Rock Wealth Management, LLC | 1,900 | $1.02M | 0.47% | −2,194−53.6% | Reduced |
| Hellman Jordan Management Co Inc | 2,004 | $1.02M | 1.11% | +347+20.9% | Added |
| Arcus Capital Partners, LLC | 2,024 | $1.03M | 0.37% | −149−6.9% | Reduced |
| Capital Market Strategies LLC | 2,027 | $1.03M | 0.89% | −9−0.4% | Reduced |
| Maxele Advisors, LLC | 2,031 | $1.04M | 1.29% | −95−4.5% | Reduced |
| Bluesphere Advisors, LLC | 2,034 | $1.04M | 0.88% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 2,041 | $1.04M | 0.06% | −46,398−95.8% | Reduced |
| NTB Financial Corp | 2,049 | $1.04M | 0.75% | −4−0.2% | Reduced |
| Enhancing Capital LLC | 2,050 | $1.04M | 1.12% | 00.0% | Unchanged |
| American Money Management, LLC | 2,051 | $1.05M | 0.28% | +42+2.1% | Added |
| Centiva Capital, LP | 2,054 | $1.05M | 0.06% | +2,054 | New |
| First Pacific Advisors, LP | 2,055 | $1.05M | 0.01% | −540−20.8% | Reduced |
| E Fund Management Co., Ltd. | 2,061 | $1.05M | 0.03% | −276−11.8% | Reduced |
| McDaniel Terry & Co | 2,061 | $1.05M | 0.11% | −111−5.1% | Reduced |
| Humankind Investments LLC | 2,061 | $1.05M | 0.43% | −50−2.4% | Reduced |
| Nicolet Bankshares Inc | 2,069 | $1.05M | 0.23% | +375+22.1% | Added |
| Colonial River Wealth Management, LLC | 2,087 | $1.06M | 0.61% | −384−15.5% | Reduced |
| Collective Family Office LLC | 2,087 | $1.06M | 0.41% | +6+0.3% | Added |
| Evergreen Wealth Solutions, LLC | 2,090 | $1.07M | 1.03% | −111−5.0% | Reduced |
| Ironwood Investment Counsel, LLC | 2,094 | $1.07M | 0.26% | −165−7.3% | Reduced |
| Private Capital Group, LLC | 2,097 | $1.07M | 0.24% | −20−0.9% | Reduced |
| Am Investment Strategies LLC | 2,096 | $1.07M | 0.28% | +104+5.2% | Added |
| Capital Advisory Group Advisory Services, LLC | 2,102 | $1.07M | 0.50% | −546−20.6% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 2,101 | $1.07M | 0.45% | +2,101 | New |
| Thompson Siegel & Walmsley LLC | 2,110 | $1.08M | 0.02% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 2,122 | $1.08M | 0.34% | +5+0.2% | Added |
| Wealth Management Partners, LLC | 2,000 | $1.08M | 0.77% | 00.0% | Unchanged |
| Polaris Wealth Advisory Group, LLC | 2,010 | $1.08M | 0.07% | +2,010 | New |
| Atlas Brown,Inc. | 2,118 | $1.08M | 0.44% | +69+3.4% | Added |
| Epiq Partners, LLC | 2,122 | $1.08M | 0.58% | +122+6.1% | Added |
| Wealthcare Advisory Partners LLC | 2,122 | $1.08M | 0.07% | +136+6.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,125 | $1.08M | 0.19% | +60+2.9% | Added |
| Intellectus Partners, LLC | 2,130 | $1.09M | 0.32% | −130−5.8% | Reduced |
| American State Bank (Iowa) | 2,139 | $1.09M | 0.76% | +65+3.1% | Added |
| Semmax Financial Advisors Inc. | 2,151 | $1.10M | 0.43% | −172−7.4% | Reduced |
| Safeguard Investment Advisory Group, LLC | 2,158 | $1.10M | 0.75% | +60+2.9% | Added |
| Golden State Wealth Management, LLC | 2,164 | $1.10M | 0.22% | −2,155−49.9% | Reduced |
| Two Sigma Securities, LLC | 2,166 | $1.10M | 0.15% | −5,361−71.2% | Reduced |
| Prentice Wealth Management LLC | 2,118 | $1.11M | 0.53% | +79+3.9% | Added |
| Sunflower Bank, N.A. | 2,170 | $1.11M | 0.15% | +171+8.6% | Added |
| First Affirmative Financial Network | 2,172 | $1.11M | 1.06% | +241+12.5% | Added |
| Fiduciary Planning LLC | 2,174 | $1.11M | 0.61% | +172+8.6% | Added |
| Cladis Investment Advisory, LLC | 2,177 | $1.11M | 0.90% | 00.0% | Unchanged |
| Montecito Bank & Trust | 2,185 | $1.11M | 0.21% | −29−1.3% | Reduced |
| Sargent Investment Group, LLC | 2,190 | $1.12M | 0.28% | −3−0.1% | Reduced |
| Stock Yards Bank & Trust Co | 2,193 | $1.12M | 0.06% | −237−9.8% | Reduced |
| Allred Capital Management, LLC | 2,198 | $1.12M | 0.59% | −569−20.6% | Reduced |
| Bluefin Capital Management, LLC | 2,200 | $1.12M | 0.19% | −8,300−79.0% | Reduced |
| Park National Corp | 2,201 | $1.12M | 0.05% | −410−15.7% | Reduced |
| Ssi Investment Management LLC | 2,210 | $1.13M | 0.06% | −46−2.0% | Reduced |
| Pure Financial Advisors, Inc. | 2,212 | $1.13M | 0.05% | +3+0.1% | Added |
| Almanack Investment Partners, LLC. | 2,214 | $1.13M | 0.10% | +103+4.9% | Added |
| Arvest Trust Co N A | 2,218 | $1.13M | 0.06% | −54−2.4% | Reduced |
| IVC Wealth Advisors LLC | 2,228 | $1.14M | 0.75% | +112+5.3% | Added |
| Professional Financial Advisors, LLC | 2,238 | $1.14M | 0.49% | −290−11.5% | Reduced |
| Perritt Capital Management Inc | 2,239 | $1.14M | 0.62% | −56−2.4% | Reduced |
| Quantum Private Wealth, LLC | 2,243 | $1.14M | 0.49% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,243 | $1.14M | 0.40% | +97+4.5% | Added |
| Vigilare Wealth Management | 2,246 | $1.15M | 0.94% | +649+40.6% | Added |
| Financial Advisors Network, Inc. | 2,250 | $1.15M | 0.28% | +26+1.2% | Added |
| Financial Engines Advisors L.L.C. | 2,252 | $1.15M | 0.00% | +70+3.2% | Added |
| Secure Asset Management, LLC | 2,253 | $1.15M | 0.52% | +354+18.6% | Added |
| Ausdal Financial Partners, Inc. | 2,256 | $1.15M | 0.16% | +40+1.8% | Added |
| Summit Wealth Partners, LLC | 2,258 | $1.15M | 0.26% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 2,263 | $1.15M | 0.13% | +63+2.9% | Added |
| Franklin Street Advisors Inc | 2,283 | $1.16M | 0.09% | −175−7.1% | Reduced |
| Larson Financial Group LLC | 2,283 | $1.16M | 0.19% | +141+6.6% | Added |
| Westhampton Capital, LLC | 2,285 | $1.17M | 0.75% | +10+0.4% | Added |
| Trinity Legacy Partners, LLC | 2,286 | $1.17M | 0.39% | +14+0.6% | Added |
| Investment Partners, Ltd. | 2,289 | $1.17M | 0.49% | +32+1.4% | Added |
| First Commonwealth Financial Corp | 2,290 | $1.17M | 0.38% | −136−5.6% | Reduced |
| One Capital Management, LLC | 2,300 | $1.17M | 0.06% | −76−3.2% | Reduced |
| Capital Management Associates | 2,300 | $1.17M | 1.26% | +2,300 | New |
| Hollencrest Capital Management | 2,318 | $1.18M | 0.11% | +40+1.8% | Added |
| Plante Moran Financial Advisors, LLC | 2,331 | $1.19M | 0.22% | −429−15.5% | Reduced |
| RSM US Wealth Management LLC | 2,331 | $1.19M | 0.06% | +28+1.2% | Added |
| Bridgewater Advisors Inc. | 2,333 | $1.19M | 0.29% | +201+9.4% | Added |
| Sterling Investment Management, Inc. | 2,337 | $1.19M | 0.84% | −380−14.0% | Reduced |
| ARS Wealth Advisors Group, LLC | 2,335 | $1.19M | 0.21% | −99−4.1% | Reduced |
| LVW Advisors, LLC | 2,341 | $1.19M | 0.21% | +57+2.5% | Added |
| Journey Strategic Wealth LLC | 2,342 | $1.20M | 0.13% | +130+5.9% | Added |
| 626 Financial, LLC | 2,352 | $1.20M | 0.77% | −32−1.3% | Reduced |
| MBL Wealth, LLC | 2,351 | $1.20M | 0.29% | +2,351 | New |
| Copperwynd Financial, LLC | 2,362 | $1.21M | 0.50% | −378−13.8% | Reduced |
| Meridian Financial Partners LLC | 2,363 | $1.21M | 1.80% | +42+1.8% | Added |
| Fortis Capital Management LLC | 2,365 | $1.21M | 0.63% | +121+5.4% | Added |
| Spirit of America Management Corp | 2,375 | $1.21M | 0.24% | 00.0% | Unchanged |
| North Star Asset Management Inc | 2,379 | $1.21M | 0.07% | −66−2.7% | Reduced |
| Smith, Salley & Associates | 2,381 | $1.21M | 0.09% | +384+19.2% | Added |
| Trustcore Financial Services, LLC | 2,382 | $1.22M | 0.11% | +225+10.4% | Added |
| Bluestein R H & Co | 2,387 | $1.22M | 0.05% | −10−0.4% | Reduced |
| Weinberger Asset Management, Inc | 2,388 | $1.22M | 1.04% | +23+1.0% | Added |