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 |
|---|---|---|---|---|---|
| PBMares Wealth Management LLC | 2,390 | $1.22M | 0.75% | 00.0% | Unchanged |
| Ayalon Holdings Ltd. | 2,390 | $1.22M | 0.41% | +2,390 | New |
| Uncommon Cents Investing LLC | 2,395 | $1.22M | 0.44% | −15−0.6% | Reduced |
| Wealth Management Associates, Inc. | 2,394 | $1.22M | 0.69% | +255+11.9% | Added |
| Aevitas Wealth Management, Inc. | 2,395 | $1.22M | 0.75% | −4−0.2% | Reduced |
| Relative Value Partners Group, LLC | 2,400 | $1.22M | 0.09% | +2,400 | New |
| Aquatic Capital Management LLC | 2,400 | $1.22M | 1.83% | +2,400 | New |
| Lederer & Associates Investment Counsel | 2,407 | $1.23M | 0.75% | −29−1.2% | Reduced |
| Warther Private Wealth, LLC | 2,400 | $1.23M | 0.80% | +2,400 | New |
| Cable Hill Partners, LLC | 2,414 | $1.23M | 0.81% | +218+9.9% | Added |
| CoreFirst Bank & Trust | 2,415 | $1.23M | 0.84% | 00.0% | Unchanged |
| Presidio Capital Management, LLC | 2,417 | $1.23M | 1.07% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 2,420 | $1.23M | 0.27% | −1,256−34.2% | Reduced |
| Cim Investment Mangement Inc | 2,421 | $1.24M | 0.42% | −1,212−33.4% | Reduced |
| Missouri Trust & Investment Co | 2,426 | $1.24M | 0.73% | +667+37.9% | Added |
| Court Place Advisors, LLC | 2,427 | $1.24M | 0.40% | 00.0% | Unchanged |
| Andesa Financial Management Inc. | 2,423 | $1.24M | 0.67% | +127+5.5% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 2,435 | $1.24M | 0.07% | −1,628−40.1% | Reduced |
| Leonteq Securities AG | 2,439 | $1.24M | 0.05% | −721−22.8% | Reduced |
| Vivaldi Capital Management, LLC | 2,576 | $1.25M | 0.33% | −219−7.8% | Reduced |
| Natixis Investment Managers International | 2,456 | $1.25M | 0.02% | +2,456 | New |
| World Equity Group, Inc. | 2,456 | $1.25M | 0.27% | +2,456 | New |
| Jump Financial, LLC | 2,470 | $1.26M | 0.05% | −424−14.7% | Reduced |
| ProVise Management Group, LLC | 2,469 | $1.26M | 0.12% | −189−7.1% | Reduced |
| Essex Savings Bank | 2,469 | $1.26M | 0.42% | +47+1.9% | Added |
| RKL Wealth Management LLC | 2,472 | $1.26M | 0.15% | −52−2.1% | Reduced |
| State of Wyoming | 2,480 | $1.26M | 0.64% | −27−1.1% | Reduced |
| Peak Asset Management, LLC | 2,483 | $1.27M | 0.29% | −298−10.7% | Reduced |
| Wilson & Boucher Capital Management, LLC | 2,482 | $1.27M | 1.15% | +15+0.6% | Added |
| AlphaCrest Capital Management LLC | 2,484 | $1.27M | 0.07% | −996−28.6% | Reduced |
| Trillium Asset Management, LLC | 2,485 | $1.27M | 0.03% | −4−0.2% | Reduced |
| Kolinsky Wealth Management, LLC | 2,487 | $1.27M | 1.24% | +133+5.6% | Added |
| California First Leasing Corp | 2,489 | $1.27M | 0.70% | −500−16.7% | Reduced |
| Clear Street Markets LLC | 2,500 | $1.27M | 0.38% | −6,700−72.8% | Reduced |
| GYL Financial Synergies, LLC | 2,500 | $1.27M | 0.31% | −443−15.1% | Reduced |
| Vise Technologies, Inc. | 2,501 | $1.28M | 0.48% | +1,839+277.8% | Added |
| Mason & Associates Inc | 2,510 | $1.28M | 0.39% | −331−11.7% | Reduced |
| Opal Wealth Advisors, LLC | 2,511 | $1.28M | 1.11% | −242−8.8% | Reduced |
| Chesapeake Wealth Management | 2,513 | $1.28M | 0.47% | −137−5.2% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 2,576 | $1.29M | 0.90% | +149+6.1% | Added |
| Financial Advocates Investment Management | 2,534 | $1.29M | 0.09% | −414−14.0% | Reduced |
| Genesee Capital Advisors, LLC | 2,539 | $1.29M | 0.68% | +429+20.3% | Added |
| TLWM | 2,528 | $1.30M | 0.45% | +108+4.5% | Added |
| Echo Street Capital Management LLC | 2,546 | $1.30M | 0.01% | +1,753+221.1% | Added |
| St. Johns Investment Management Company, LLC | 2,547 | $1.30M | 0.69% | −210−7.6% | Reduced |
| KFA Private Wealth Group, LLC | 2,552 | $1.30M | 0.65% | +10.0% | Added |
| Sutton Wealth Advisors Inc. | 2,555 | $1.30M | 0.45% | +71+2.9% | Added |
| EverSource Wealth Advisors, LLC | 2,557 | $1.30M | 0.33% | +1,032+67.7% | Added |
| Townsend Asset Management Corp | 2,558 | $1.30M | 0.64% | −36−1.4% | Reduced |
| Apeiron RIA LLC | 2,438 | $1.31M | 0.62% | +24+1.0% | Added |
| Valtinson Bruner Financial Planning LLC | 2,450 | $1.31M | 0.75% | +108+4.6% | Added |
| Convergence Investment Partners, LLC | 2,587 | $1.32M | 0.68% | −7−0.3% | Reduced |
| Sand Hill Global Advisors, LLC | 2,591 | $1.32M | 0.07% | −21−0.8% | Reduced |
| Gyroscope Capital Management Group, LLC | 2,600 | $1.33M | 0.46% | −26−1.0% | Reduced |
| Ferris Capital, LLC | 2,601 | $1.33M | 0.30% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 2,610 | $1.33M | 0.11% | −25−0.9% | Reduced |
| Titleist Asset Management, Ltd. | 2,612 | $1.33M | 0.27% | −108−4.0% | Reduced |
| Buckingham Strategic Partners | 2,620 | $1.34M | 0.13% | +269+11.4% | Added |
| Cadence Bank NA | 2,628 | $1.34M | 0.37% | +376+16.7% | Added |
| Kathmere Capital Management, LLC | 2,628 | $1.34M | 0.23% | +536+25.6% | Added |
| Riverview Trust Co | 2,629 | $1.34M | 0.99% | +649+32.8% | Added |
| Tilia Fiduciary Partners, Inc. | 2,637 | $1.34M | 1.14% | +141+5.6% | Added |
| L.M. Kohn & Company | 2,637 | $1.34M | 0.52% | +2,637 | New |
| MJP Associates Inc | 2,640 | $1.35M | 0.34% | −171−6.1% | Reduced |
| Strategic Investment Advisors | 2,643 | $1.35M | 0.25% | +2,643 | New |
| Nicholas Hoffman & Company, LLC. | 2,648 | $1.35M | 0.05% | −40−1.5% | Reduced |
| Lindbrook Capital, LLC | 2,649 | $1.35M | 0.21% | −11−0.4% | Reduced |
| LaFleur & Godfrey LLC | 2,650 | $1.35M | 0.18% | +105+4.1% | Added |
| KB Financial Partners, LLC | 2,657 | $1.35M | 0.37% | +134+5.3% | Added |
| Pennsylvania Capital Management Inc | 2,658 | $1.36M | 0.58% | −4−0.2% | Reduced |
| Bassett Hargrove Investment Counsel, LLC | 2,668 | $1.36M | 2.07% | −22−0.8% | Reduced |
| XML Financial, LLC | 2,677 | $1.36M | 0.16% | +368+15.9% | Added |
| Endurance Wealth Management, Inc. | 2,685 | $1.37M | 0.18% | 00.0% | Unchanged |
| ASB Consultores, LLC | 2,688 | $1.37M | 0.58% | +481+21.8% | Added |
| Sciencast Management LP | 2,633 | $1.38M | 0.32% | +1,673+174.3% | Added |
| Codex Capital, L.L.C. | 2,700 | $1.38M | 0.85% | +1,000+58.8% | Added |
| DT Investment Partners, LLC | 2,703 | $1.38M | 0.18% | +1,273+89.0% | Added |
| Paulson Wealth Management Inc. | 2,707 | $1.38M | 0.63% | +106+4.1% | Added |
| Steel Peak Wealth Management LLC | 2,710 | $1.38M | 0.08% | −796−22.7% | Reduced |
| Cyrus J. Lawrence, LLC | 2,720 | $1.39M | 0.32% | +2,720 | New |
| IMS Capital Management | 2,727 | $1.39M | 0.73% | +6+0.2% | Added |
| Knights of Columbus Asset Advisors LLC | 2,731 | $1.39M | 0.12% | +79+3.0% | Added |
| Investment Advisory Services Inc | 2,731 | $1.39M | 0.78% | +120+4.6% | Added |
| Total Clarity Wealth Management, Inc. | 2,734 | $1.39M | 0.76% | +394+16.8% | Added |
| Verus Capital Partners, LLC | 2,788 | $1.39M | 0.22% | +2,788 | New |
| 44 Wealth Management LLC | 2,738 | $1.40M | 0.50% | −252−8.4% | Reduced |
| Foster Group, Inc. | 2,753 | $1.40M | 0.12% | −48−1.7% | Reduced |
| Arete Wealth Advisors, LLC | 2,755 | $1.41M | 0.12% | −1,039−27.4% | Reduced |
| V Wealth Advisors LLC | 2,770 | $1.41M | 0.23% | −463−14.3% | Reduced |
| Advisor Resource Council | 2,771 | $1.41M | 0.43% | +199+7.7% | Added |
| Summit Financial Wealth Advisors, LLC | 2,777 | $1.42M | 0.29% | +478+20.8% | Added |
| Cahaba Wealth Management, Inc. | 2,790 | $1.42M | 0.19% | +52+1.9% | Added |
| Stony Point Wealth Management Inc. | 2,782 | $1.42M | 0.75% | +353+14.5% | Added |
| JSF Financial, LLC | 2,801 | $1.43M | 0.61% | +960+52.1% | Added |
| Adirondack Trust Co | 2,809 | $1.43M | 0.68% | +259+10.2% | Added |
| HMS Capital Management, LLC | 2,828 | $1.44M | 0.66% | −212−7.0% | Reduced |
| MinichMacGregor Wealth Management, LLC | 2,829 | $1.44M | 0.46% | −80−2.8% | Reduced |
| Commons Capital, LLC | 2,829 | $1.44M | 1.56% | +104+3.8% | Added |
| Connacht Asset Management LP | 2,834 | $1.45M | 2.15% | +2,834 | New |
| Arbor Capital Management Inc | 2,839 | $1.45M | 1.12% | −1,296−31.3% | Reduced |