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 |
|---|---|---|---|---|---|
| Mayflower Financial Advisors, LLC | 3,292 | $1.68M | 0.23% | +93+2.9% | Added |
| CSU Producer Resources, Inc. | 3,300 | $1.68M | 6.16% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 3,301 | $1.68M | 0.95% | +3,301 | New |
| BigSur Wealth Management LLC | 3,322 | $1.69M | 0.66% | +53+1.6% | Added |
| CPWM, LLC | 3,336 | $1.70M | 0.12% | −157−4.5% | Reduced |
| Wedmont Private Capital | 3,335 | $1.70M | 0.38% | +1,139+51.9% | Added |
| Baldwin Brothers Inc | 3,339 | $1.70M | 0.18% | +990+42.1% | Added |
| Centaurus Financial, Inc. | 3,340 | $1.70M | 0.13% | +1,626+94.9% | Added |
| Paradigm Asset Management Co LLC | 3,345 | $1.71M | 0.45% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 3,352 | $1.71M | 0.40% | +221+7.1% | Added |
| SeaCrest Wealth Management, LLC | 3,364 | $1.72M | 0.20% | +28+0.8% | Added |
| Reuter James Wealth Management, LLC | 3,369 | $1.72M | 0.68% | −693−17.1% | Reduced |
| Wealth Effects LLC | 3,372 | $1.72M | 0.80% | +10.0% | Added |
| Defined Wealth Management, LLC | 3,374 | $1.72M | 1.51% | 00.0% | Unchanged |
| Nwam LLC | 3,374 | $1.72M | 0.13% | +450+15.4% | Added |
| JB Capital LLC | 3,402 | $1.74M | 0.17% | +1,962+136.3% | Added |
| RiverPark Advisors, LLC | 3,412 | $1.74M | 0.32% | −25,503−88.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,435 | $1.75M | 0.02% | +34+1.0% | Added |
| Horan Securities, Inc. | 3,435 | $1.75M | 1.05% | +3,420+22,800.0% | Added |
| Independent Investors Inc | 3,440 | $1.75M | 0.39% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 3,440 | $1.75M | 0.77% | 00.0% | Unchanged |
| Brand Asset Management Group, Inc. | 3,440 | $1.75M | 0.77% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 3,438 | $1.75M | 0.29% | +336+10.8% | Added |
| Cribstone Capital Management, LLC | 3,444 | $1.76M | 0.96% | −85−2.4% | Reduced |
| ARGI Investment Services, LLC | 3,446 | $1.76M | 0.05% | −2,068−37.5% | Reduced |
| Willner & Heller, LLC | 3,503 | $1.76M | 2.16% | −24−0.7% | Reduced |
| Bremer Bank National Association | 3,452 | $1.76M | 0.29% | −214−5.8% | Reduced |
| Oakworth Capital, Inc. | 3,458 | $1.76M | 0.15% | −633−15.5% | Reduced |
| International Assets Investment Management, LLC | 3,460 | $1.76M | 0.32% | −100−2.8% | Reduced |
| Cornerstone Advisory, LLC | 3,478 | $1.77M | 0.27% | +765+28.2% | Added |
| Tiedemann Advisors, LLC | 3,482 | $1.77M | 0.09% | +130+3.9% | Added |
| WealthTrust Asset Management, LLC | 3,486 | $1.78M | 1.27% | +3,486 | New |
| Mission Creek Capital Partners, Inc. | 3,496 | $1.78M | 0.48% | +33+1.0% | Added |
| Alta Wealth Advisors LLC | 3,497 | $1.78M | 1.06% | +33+1.0% | Added |
| Morgens Waterfall Vintiadis & Co Inc | 3,500 | $1.78M | 1.13% | −3,500−50.0% | Reduced |
| Scott Investment Partners LLP | 3,500 | $1.78M | 1.07% | 00.0% | Unchanged |
| Janney Capital Management LLC | 3,499 | $1.78M | 0.13% | +3,499 | New |
| Wambolt & Associates, LLC | 3,493 | $1.79M | 0.65% | +478+15.9% | Added |
| Claro Advisors LLC | 3,568 | $1.79M | 0.64% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 3,518 | $1.79M | 1.68% | −72−2.0% | Reduced |
| Bar Harbor Trust Services | 3,517 | $1.79M | 0.54% | +378+12.0% | Added |
| JGP Global Gestao de Recursos Ltda. | 3,521 | $1.80M | 1.03% | −36−1.0% | Reduced |
| Blueprint Investment Partners LLC | 3,522 | $1.80M | 0.46% | +753+27.2% | Added |
| Legacy Bridge, LLC | 3,526 | $1.80M | 1.05% | 00.0% | Unchanged |
| Leisure Capital Management | 3,537 | $1.80M | 0.91% | +53+1.5% | Added |
| Domani Wealth, LLC | 3,542 | $1.81M | 0.39% | +25+0.7% | Added |
| San Luis Wealth Advisors LLC | 3,598 | $1.81M | 0.88% | −2−0.1% | Reduced |
| Smith, Moore & Co. | 3,542 | $1.81M | 0.25% | +319+9.9% | Added |
| Capital Investment Advisory Services, LLC | 3,550 | $1.81M | 0.20% | +229+6.9% | Added |
| Goepper Burkhardt LLC | 3,552 | $1.81M | 1.10% | +25+0.7% | Added |
| Legacy Financial Advisors, Inc. | 3,552 | $1.81M | 0.41% | +105+3.0% | Added |
| Brave Warrior Advisors, LLC | 3,556 | $1.81M | 0.05% | −218,105−98.4% | Reduced |
| Key Financial Inc | 3,560 | $1.81M | 0.90% | +1,323+59.1% | Added |
| First Financial Bank - Trust Division | 3,571 | $1.82M | 0.19% | +286+8.7% | Added |
| Mizuho Securities USA LLC | 3,584 | $1.83M | 0.26% | −8,778−71.0% | Reduced |
| Cahill Financial Advisors Inc | 3,587 | $1.83M | 0.34% | +262+7.9% | Added |
| Parkside Financial Bank & Trust | 3,590 | $1.83M | 0.49% | −78−2.1% | Reduced |
| Cito Capital Group, LLC | 3,600 | $1.84M | 0.84% | −1,000−21.7% | Reduced |
| Cobblestone Capital Advisors LLC | 3,600 | $1.84M | 0.12% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3,618 | $1.85M | 0.29% | +1,043+40.5% | Added |
| LeJeune Puetz Investment Counsel LLC | 3,621 | $1.85M | 0.64% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 3,642 | $1.86M | 0.27% | +115+3.3% | Added |
| KC Investment Advisors, LLC | 3,654 | $1.86M | 1.29% | +43+1.2% | Added |
| Cordatus Wealth Management LLC | 3,656 | $1.86M | 0.66% | +78+2.2% | Added |
| Vista Investment Management | 3,685 | $1.88M | 1.03% | −2−0.1% | Reduced |
| CFO4Life Group, LLC | 3,684 | $1.88M | 0.39% | +120+3.4% | Added |
| Benchmark Investment Advisors LLC | 3,691 | $1.88M | 1.41% | +206+5.9% | Added |
| Vantage Financial Partners Ltd., Inc. | 3,695 | $1.88M | 0.98% | +30+0.8% | Added |
| Boston Family Office LLC | 3,698 | $1.89M | 0.13% | −98−2.6% | Reduced |
| Highview Capital Management LLC | 3,706 | $1.89M | 1.21% | +507+15.8% | Added |
| Kozak & Associates, Inc. | 3,855 | $1.90M | 1.21% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 3,722 | $1.90M | 0.39% | +25+0.7% | Added |
| Childress Capital Advisors, LLC | 3,728 | $1.90M | 0.66% | +788+26.8% | Added |
| Graypoint LLC | 3,725 | $1.90M | 0.19% | +819+28.2% | Added |
| Latitude Advisors, LLC | 3,727 | $1.90M | 0.43% | +1,100+41.9% | Added |
| IHT Wealth Management, LLC | 3,739 | $1.91M | 0.14% | −98−2.6% | Reduced |
| Angeles Wealth Management, LLC | 3,751 | $1.91M | 0.36% | +3,751 | New |
| Van Leeuwen & Company, LLC | 3,762 | $1.92M | 1.41% | −554−12.8% | Reduced |
| Aspiriant, LLC | 3,765 | $1.92M | 0.11% | +279+8.0% | Added |
| ICA Group Wealth Management, LLC | 3,928 | $1.93M | 0.37% | +3,928 | New |
| FOCUS Wealth Advisors, LLC | 3,780 | $1.93M | 1.15% | −5−0.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,785 | $1.93M | 0.10% | +151+4.2% | Added |
| Lavaca Capital LLC | 3,790 | $1.93M | 0.83% | +13+0.3% | Added |
| BFSG, LLC | 3,803 | $1.94M | 0.31% | −2,252−37.2% | Reduced |
| Financial Perspectives, Inc | 3,808 | $1.94M | 0.91% | +119+3.2% | Added |
| Sweet Financial Partners, LLC | 3,815 | $1.95M | 0.52% | +1,728+82.8% | Added |
| Laffer Tengler Investments | 3,815 | $1.95M | 0.59% | +292+8.3% | Added |
| Nations Financial Group Inc, | 3,817 | $1.95M | 0.23% | +217+6.0% | Added |
| Intersect Capital LLC | 3,819 | $1.95M | 0.37% | +439+13.0% | Added |
| Sierra Capital LLC | 3,821 | $1.95M | 0.31% | +7+0.2% | Added |
| North Star Investment Management Corp. | 3,842 | $1.96M | 0.15% | −25−0.6% | Reduced |
| FinTrust Capital Advisors, LLC | 3,844 | $1.96M | 0.45% | +323+9.2% | Added |
| Crescent Grove Advisors, LLC | 3,881 | $1.98M | 0.19% | −222−5.4% | Reduced |
| Rede Wealth, LLC | 3,881 | $1.98M | 0.93% | −18−0.5% | Reduced |
| First Nebraska Trust Co | 3,910 | $1.99M | 0.24% | 00.0% | Unchanged |
| Beacon Financial Group | 3,861 | $2.00M | 0.27% | +34+0.9% | Added |
| Washington Trust Advisors, Inc. | 3,933 | $2.01M | 0.14% | −490−11.1% | Reduced |
| Quantbot Technologies LP | 3,947 | $2.01M | 0.18% | +3,947 | New |
| Brasada Capital Management, LP | 3,956 | $2.02M | 0.38% | +3,956 | New |
| RB Capital Management, LLC | 3,964 | $2.02M | 0.66% | +252+6.8% | Added |