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 |
|---|---|---|---|---|---|
| Alpine Woods Capital Investors, LLC | 2,843 | $1.45M | 0.15% | −77−2.6% | Reduced |
| Cedar Brook Financial Partners, LLC | 2,854 | $1.46M | 0.38% | −5−0.2% | Reduced |
| Deseret Mutual Benefit Administrators | 2,857 | $1.46M | 0.29% | −540−15.9% | Reduced |
| Regal Investment Advisors LLC | 2,857 | $1.46M | 0.13% | +108+3.9% | Added |
| Lake Street Financial LLC | 2,860 | $1.46M | 0.26% | +266+10.3% | Added |
| McLean Asset Management Corp | 2,861 | $1.46M | 1.08% | +850+42.3% | Added |
| Westside Investment Management, Inc. | 2,865 | $1.46M | 0.02% | −174−5.7% | Reduced |
| Kensington Investment Counsel, LLC | 2,864 | $1.46M | 0.97% | +31+1.1% | Added |
| Corundum Group, Inc. | 2,886 | $1.47M | 1.37% | +2,197+318.9% | Added |
| Covenant Partners, LLC | 2,889 | $1.47M | 0.59% | −208−6.7% | Reduced |
| Deltec Asset Management LLC | 2,900 | $1.48M | 0.25% | +1,000+52.6% | Added |
| Tandem Capital Management Corp | 2,855 | $1.49M | 1.03% | +12+0.4% | Added |
| LVM Capital Management Ltd | 2,917 | $1.49M | 0.20% | −100−3.3% | Reduced |
| Versor Investments LP | 2,919 | $1.49M | 0.06% | +776+36.2% | Added |
| Baldwin Investment Management, LLC | 2,925 | $1.49M | 0.42% | −10−0.3% | Reduced |
| Orrstown Financial Services Inc | 2,925 | $1.49M | 2.78% | −182−5.9% | Reduced |
| Simplify Asset Management Inc. | 2,925 | $1.49M | 0.16% | +220+8.1% | Added |
| Carolinas Wealth Consulting LLC | 2,928 | $1.49M | 0.33% | −108−3.6% | Reduced |
| Wealth Enhancement & Preservation of GA, LLC | 2,929 | $1.49M | 1.15% | −27−0.9% | Reduced |
| Washington Capital Management Inc | 2,933 | $1.50M | 1.23% | −255−8.0% | Reduced |
| Royal Harbor Partners, LLC | 2,935 | $1.50M | 0.96% | −293−9.1% | Reduced |
| Copperleaf Capital, LLC | 2,936 | $1.50M | 1.33% | +64+2.2% | Added |
| IFG Advisory, LLC | 2,941 | $1.50M | 0.15% | −1,021−25.8% | Reduced |
| Proficio Capital Partners LLC | 2,940 | $1.50M | 0.22% | −266−8.3% | Reduced |
| Tolleson Wealth Management, Inc. | 2,942 | $1.50M | 0.45% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 2,946 | $1.50M | 0.71% | −179−5.7% | Reduced |
| Trust Co of Toledo NA | 2,945 | $1.50M | 0.23% | −22−0.7% | Reduced |
| Heron Financial Group, LLC | 2,951 | $1.50M | 0.78% | −648−18.0% | Reduced |
| Davidson Capital Management Inc. | 2,956 | $1.51M | 0.56% | −259−8.1% | Reduced |
| Tiemann Investment Advisors, LLC | 2,958 | $1.51M | 0.70% | +97+3.4% | Added |
| BCGM Wealth Management, LLC | 2,971 | $1.51M | 0.82% | +256+9.4% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 2,978 | $1.52M | 0.61% | −29−1.0% | Reduced |
| Patton Albertson Miller Group, LLC | 2,993 | $1.53M | 0.26% | +140+4.9% | Added |
| Hallmark Capital Management Inc | 2,993 | $1.53M | 0.13% | +675+29.1% | Added |
| Hunter Associates Investment Management LLC | 3,000 | $1.53M | 0.49% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $1.53M | 0.50% | 00.0% | Unchanged |
| Cavalier Investments, LLC | 3,008 | $1.53M | 0.40% | −636−17.5% | Reduced |
| Arthur M. Cohen & Associates, LLC | 3,010 | $1.53M | 0.32% | −800−21.0% | Reduced |
| Boston Common Asset Management, LLC | 3,010 | $1.53M | 0.07% | −352−10.5% | Reduced |
| Caliber Wealth Management, LLC | 3,013 | $1.54M | 0.98% | +287+10.5% | Added |
| Whitener Capital Management, Inc. | 3,028 | $1.54M | 0.58% | −204−6.3% | Reduced |
| Confluence Wealth Services, Inc. | 3,037 | $1.55M | 0.56% | −40−1.3% | Reduced |
| Evermay Wealth Management LLC | 3,037 | $1.55M | 0.26% | +196+6.9% | Added |
| BKD Wealth Advisors, LLC | 3,037 | $1.55M | 0.07% | +480+18.8% | Added |
| Capital Asset Advisory Services LLC | 3,043 | $1.55M | 0.17% | −66−2.1% | Reduced |
| Institute for Wealth Management, LLC. | 3,043 | $1.55M | 0.25% | +39+1.3% | Added |
| Rothschild Investment Corp | 3,050 | $1.55M | 0.12% | −12−0.4% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 3,055 | $1.56M | 0.96% | −25−0.8% | Reduced |
| SRB Corp | 3,055 | $1.56M | 0.09% | 00.0% | Unchanged |
| S. R. Schill & Associates | 3,058 | $1.56M | 0.66% | +2+0.1% | Added |
| Alps Advisors Inc | 3,063 | $1.56M | 0.02% | −785−20.4% | Reduced |
| Financial Network Wealth Management LLC | 3,074 | $1.57M | 0.82% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 3,075 | $1.57M | 0.81% | +220+7.7% | Added |
| Garrison Point Advisors, LLC | 3,076 | $1.57M | 1.10% | −45−1.4% | Reduced |
| Avidian Wealth Solutions, LLC | 3,076 | $1.57M | 0.10% | +258+9.2% | Added |
| Vectors Research Management, LLC | 3,083 | $1.57M | 0.34% | −196−6.0% | Reduced |
| HNP Capital LLC | 3,083 | $1.57M | 0.37% | −196−6.0% | Reduced |
| Trail Ridge Investment Advisors, LLC | 3,083 | $1.57M | 0.97% | +60+2.0% | Added |
| Globeflex Capital L P | 3,088 | $1.57M | 0.32% | 00.0% | Unchanged |
| Quent Capital, LLC | 3,088 | $1.57M | 0.29% | +773+33.4% | Added |
| 9258 Wealth Management, LLC | 3,095 | $1.58M | 0.37% | −312−9.2% | Reduced |
| Investment Management of Virginia LLC | 3,095 | $1.58M | 0.28% | −105−3.3% | Reduced |
| Aaron Wealth Advisors | 805,752 | $1.58M | 0.03% | +803,958+44,813.7% | Added |
| Taylor Hoffman Wealth Management | 3,100 | $1.58M | 0.63% | 00.0% | Unchanged |
| Keel Point, LLC | 3,102 | $1.58M | 0.24% | −393−11.2% | Reduced |
| Delta Financial Advisors LLC | 3,108 | $1.58M | 0.68% | +5+0.2% | Added |
| CRA Financial Services, LLC | 3,112 | $1.59M | 0.48% | +37+1.2% | Added |
| Dixon Hubard Feinour & Brown Inc | 3,115 | $1.59M | 0.16% | −396−11.3% | Reduced |
| Ellevest, Inc. | 3,117 | $1.59M | 0.13% | +529+20.4% | Added |
| Mechanics Financial Corp | 3,118 | $1.59M | 0.82% | 00.0% | Unchanged |
| Droms Strauss Advisors Inc | 3,053 | $1.59M | 0.80% | +7+0.2% | Added |
| FLC Capital Advisors | 3,132 | $1.60M | 0.45% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 3,136 | $1.60M | 0.59% | +146+4.9% | Added |
| PDS Planning, Inc | 3,136 | $1.60M | 0.28% | +158+5.3% | Added |
| Altrafin AG | 3,140 | $1.60M | 0.63% | +116+3.8% | Added |
| Virtu Financial LLC | 3,145 | $1.60M | 0.12% | +1,500+91.2% | Added |
| Van Den Berg Management I, Inc | 3,172 | $1.62M | 0.36% | −2,223−41.2% | Reduced |
| Herold Advisors, Inc. | 3,175 | $1.62M | 0.58% | +370+13.2% | Added |
| Ontario Teachers Pension Plan Board | 3,187 | $1.63M | 0.02% | −1,342,056−99.8% | Reduced |
| Platform Technology Partners | 3,187 | $1.63M | 0.78% | +99+3.2% | Added |
| Brandywine Oak Private Wealth LLC | 3,190 | $1.63M | 0.19% | −41−1.3% | Reduced |
| Eqis Capital Management, Inc. | 3,194 | $1.63M | 0.15% | −2,507−44.0% | Reduced |
| Cambridge Advisors Inc. | 3,198 | $1.63M | 0.39% | +25+0.8% | Added |
| Blodgett Wealth Advisors, LLC | 3,201 | $1.63M | 1.36% | +2,001+166.8% | Added |
| O'Neil Global Advisors, Inc. | 3,200 | $1.63M | 0.84% | +3,200 | New |
| Gitterman Wealth Management, LLC | 3,202 | $1.63M | 1.31% | −24−0.7% | Reduced |
| Morris Retirement Advisors, LLC | 3,203 | $1.63M | 1.24% | −15−0.5% | Reduced |
| Perigon Wealth Management, LLC | 3,210 | $1.64M | 0.12% | −54−1.7% | Reduced |
| Ativo Capital Management LLC | 3,216 | $1.64M | 0.84% | −216−6.3% | Reduced |
| Marion Wealth Management | 3,223 | $1.64M | 0.80% | −55−1.7% | Reduced |
| Curbstone Financial Management Corp | 3,232 | $1.65M | 0.30% | −50−1.5% | Reduced |
| Buffington Mohr McNeal | 3,232 | $1.65M | 0.31% | +12+0.4% | Added |
| Lakeview Capital Partners, LLC | 3,243 | $1.65M | 0.85% | −26−0.8% | Reduced |
| Edge Capital Group, LLC | 3,249 | $1.66M | 0.11% | −199−5.8% | Reduced |
| Fiduciary Group LLC | 3,408 | $1.66M | 0.22% | +22+0.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,263 | $1.66M | 0.40% | −3,236−49.8% | Reduced |
| Fort, L.P. | 3,264 | $1.67M | 0.63% | −397−10.8% | Reduced |
| Thomas White International Ltd | 3,273 | $1.67M | 0.28% | −10−0.3% | Reduced |
| Bank of Stockton | 3,280 | $1.67M | 0.52% | +377+13.0% | Added |
| Guardian Wealth Advisors, LLC | 3,287 | $1.68M | 0.72% | −573−14.8% | Reduced |