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 |
|---|---|---|---|---|---|
| Sabadell Asset Management, S.A S.G.I.I.C | 3,769 | $2.02M | 0.35% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 3,976 | $2.03M | 0.23% | +3,976 | New |
| NVWM, LLC | 3,986 | $2.03M | 0.64% | +661+19.9% | Added |
| Mountain Capital Investment Advisors, Inc | 3,786 | $2.04M | 0.96% | +50+1.3% | Added |
| Accretive Wealth Partners, LLC | 3,992 | $2.04M | 1.28% | −37−0.9% | Reduced |
| Manchester Capital Management LLC | 3,994 | $2.04M | 0.29% | −400−9.1% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 4,000 | $2.04M | 0.92% | +1,000+33.3% | Added |
| EULAV Asset Management | 4,000 | $2.04M | 0.06% | −13,803−77.5% | Reduced |
| Viking Fund Management LLC | 4,000 | $2.04M | 0.46% | 00.0% | Unchanged |
| Tamarack Advisers, LP | 4,000 | $2.04M | 0.98% | +3,000+300.0% | Added |
| BDO Wealth Advisors, LLC | 4,001 | $2.04M | 0.22% | −15−0.4% | Reduced |
| Ledge Wealth Management, Inc. | 4,002 | $2.04M | 1.27% | +4,002 | New |
| Van Hulzen Asset Management, LLC | 4,018 | $2.05M | 0.22% | +118+3.0% | Added |
| Intrua Financial, LLC | 4,036 | $2.06M | 0.37% | −56−1.4% | Reduced |
| Stableford Capital II LLC | 3,833 | $2.06M | 0.87% | −502−11.6% | Reduced |
| Charles Schwab Trust Co | 4,039 | $2.06M | 0.36% | −739−15.5% | Reduced |
| Laraway Financial Inc | 4,050 | $2.06M | 1.88% | −20−0.5% | Reduced |
| Sheets Smith Investment Management | 4,050 | $2.06M | 2.54% | +59+1.5% | Added |
| Ifrah Financial Services, Inc. | 4,051 | $2.07M | 0.58% | +5+0.1% | Added |
| S&CO Inc | 4,062 | $2.07M | 0.15% | +2,240+122.9% | Added |
| Red Cedar Capital, LLC | 4,066 | $2.07M | 1.25% | 00.0% | Unchanged |
| Washburn Capital Management, Inc. | 4,096 | $2.09M | 1.37% | −371−8.3% | Reduced |
| Wolf Group Capital Advisors | 4,109 | $2.10M | 1.07% | −8,488−67.4% | Reduced |
| MMBG Investment Advisors Co. | 4,110 | $2.10M | 0.22% | +300+7.9% | Added |
| Optas, LLC | 4,114 | $2.10M | 0.69% | −438−9.6% | Reduced |
| Warren Averett Asset Management, LLC | 4,114 | $2.10M | 0.18% | −3−0.1% | Reduced |
| QP Wealth Management, LLC | 4,123 | $2.10M | 2.35% | −80−1.9% | Reduced |
| MidWestOne Financial Group, Inc. | 4,132 | $2.11M | 0.45% | +5+0.1% | Added |
| Creegan & Nassoura Financial Group, LLC | 4,135 | $2.11M | 1.58% | 00.0% | Unchanged |
| RFG Advisory, LLC | 4,153 | $2.12M | 0.14% | −603−12.7% | Reduced |
| Alaethes Wealth LLC | 4,153 | $2.12M | 1.35% | −464−10.0% | Reduced |
| Hudson Canyon Capital Management | 4,159 | $2.12M | 1.68% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 4,158 | $2.12M | 0.40% | −179−4.1% | Reduced |
| Trexquant Investment LP | 4,159 | $2.12M | 0.10% | +2,322+126.4% | Added |
| GraniteShares Advisors LLC | 4,168 | $2.13M | 1.15% | −225−5.1% | Reduced |
| Wellington Shields Capital Management, LLC | 4,175 | $2.13M | 0.23% | −2,653−38.9% | Reduced |
| Advisor OS, LLC | 4,189 | $2.14M | 0.62% | −2,073−33.1% | Reduced |
| CoreCap Advisors, LLC | 4,198 | $2.14M | 0.15% | +2,372+129.9% | Added |
| US Asset Management LLC | 4,205 | $2.14M | 1.97% | +12+0.3% | Added |
| Keudell/Morrison Wealth Management | 4,210 | $2.15M | 0.90% | −266−5.9% | Reduced |
| XTX Topco Ltd | 4,214 | $2.15M | 0.94% | +4,214 | New |
| Journey Advisory Group, LLC | 4,219 | $2.15M | 0.54% | +533+14.5% | Added |
| Affiance Financial, LLC | 4,223 | $2.15M | 1.05% | −383−8.3% | Reduced |
| First Business Financial Services, Inc. | 4,231 | $2.16M | 0.24% | +242+6.1% | Added |
| Hightower 6M Holding, LLC | 4,244 | $2.16M | 0.16% | +4,244 | New |
| WealthShield Partners, LLC | 4,253 | $2.17M | 0.35% | +263+6.6% | Added |
| Perpetual Investment Management Ltd | 4,256 | $2.17M | 0.27% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 4,297 | $2.19M | 0.74% | +10+0.2% | Added |
| Northeast Investment Management | 4,301 | $2.19M | 0.12% | +2,969+222.9% | Added |
| Groesbeck Investment Management Corp | 4,305 | $2.19M | 2.46% | −5−0.1% | Reduced |
| Cornercap Investment Counsel Inc | 4,310 | $2.20M | 0.25% | +3,786+722.5% | Added |
| Westbourne Investment Advisors, Inc. | 4,319 | $2.20M | 0.91% | −87−2.0% | Reduced |
| WP Advisors, LLC | 4,320 | $2.20M | 0.91% | −68−1.5% | Reduced |
| Ellis Investment Partners, LLC | 4,322 | $2.20M | 0.52% | −116−2.6% | Reduced |
| Revolve Wealth Partners, LLC | 4,343 | $2.21M | 0.64% | +55+1.3% | Added |
| WD Rutherford LLC | 4,355 | $2.22M | 1.27% | −25−0.6% | Reduced |
| Welch & Forbes LLC | 4,370 | $2.23M | 0.04% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 4,371 | $2.23M | 1.69% | +1,563+55.7% | Added |
| Compagnie Lombard Odier SCmA | 4,391 | $2.24M | 0.05% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 4,399 | $2.24M | 0.43% | +428+10.8% | Added |
| Frisch Financial Group, Inc. | 4,417 | $2.25M | 0.72% | −310−6.6% | Reduced |
| Ironvine Capital Partners, LLC | 4,442 | $2.27M | 0.24% | +4,442 | New |
| Miracle Mile Advisors, LLC | 4,451 | $2.27M | 0.10% | −113−2.5% | Reduced |
| Signature Wealth Management Group | 4,477 | $2.28M | 1.03% | −127−2.8% | Reduced |
| Roof Eidam & Maycock | 4,489 | $2.29M | 0.74% | −90−2.0% | Reduced |
| Certified Advisory Corp | 4,497 | $2.29M | 0.49% | −48−1.1% | Reduced |
| Waycross Partners, LLC | 4,500 | $2.29M | 1.34% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 4,508 | $2.30M | 0.27% | +2,633+140.4% | Added |
| DRW Securities, LLC | 4,526 | $2.31M | 0.58% | +2,077+84.8% | Added |
| Beaumont Financial Partners, LLC | 4,540 | $2.31M | 0.18% | −596−11.6% | Reduced |
| Tobam | 4,542 | $2.32M | 0.12% | +1,629+55.9% | Added |
| Magnus Financial Group LLC | 4,563 | $2.33M | 0.39% | +930+25.6% | Added |
| Aft, Forsyth & Sober, LLC | 4,575 | $2.33M | 0.92% | 00.0% | Unchanged |
| Paragon Advisors, LLC | 4,583 | $2.34M | 0.98% | +4,583 | New |
| Cape Ann Savings Bank | 4,595 | $2.34M | 1.54% | −194−4.1% | Reduced |
| Consilium Wealth Advisory, LLC | 4,596 | $2.34M | 1.68% | −346−7.0% | Reduced |
| Ami Investment Management Inc | 4,602 | $2.35M | 1.06% | −10.0% | Reduced |
| Valmark Advisers, Inc. | 4,604 | $2.35M | 0.04% | +269+6.2% | Added |
| Bell Bank | 4,609 | $2.35M | 0.26% | +246+5.6% | Added |
| DCM Advisors, LLC | 4,645 | $2.37M | 0.84% | −1,186−20.3% | Reduced |
| IAM Advisory, LLC | 4,680 | $2.39M | 0.97% | +1,840+64.8% | Added |
| Personal Cfo Solutions, LLC | 4,680 | $2.39M | 0.47% | +109+2.4% | Added |
| Perfromance Wealth Partners, LLC | 4,690 | $2.39M | 0.10% | +264+6.0% | Added |
| Lee Financial Co | 4,692 | $2.39M | 0.43% | −709−13.1% | Reduced |
| Wintrust Investments LLC | 4,700 | $2.40M | 0.23% | +124+2.7% | Added |
| Glassman Wealth Services | 4,701 | $2.40M | 0.44% | +2,726+138.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 4,719 | $2.41M | 0.01% | −1,500−24.1% | Reduced |
| Independent Financial Group, LLC | 4,722 | $2.41M | 0.20% | +401+9.3% | Added |
| Americana Partners, LLC | 4,656 | $2.41M | 0.74% | −5,753−55.3% | Reduced |
| TriaGen Wealth Management LLC | 4,727 | $2.41M | 1.25% | −450−8.7% | Reduced |
| Country Club Bank | 4,639 | $2.42M | 0.21% | +4,639 | New |
| Joel Isaacson & Co., LLC | 4,592 | $2.45M | 0.18% | +15+0.3% | Added |
| Compton Capital Management Inc | 4,815 | $2.46M | 0.69% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 4,815 | $2.46M | 0.30% | +10+0.2% | Added |
| Liberty One Investment Management, LLC | 4,843 | $2.47M | 0.38% | +88+1.9% | Added |
| JNBA Financial Advisors | 4,861 | $2.48M | 0.33% | −215−4.2% | Reduced |
| Oak Asset Management, LLC | 4,866 | $2.48M | 0.98% | −185−3.7% | Reduced |
| Triangle Securities Wealth Management | 4,896 | $2.50M | 0.84% | −155−3.1% | Reduced |
| Cottage Street Advisors LLC | 4,899 | $2.50M | 1.49% | +128+2.7% | Added |
| Archford Capital Strategies, LLC | 4,832 | $2.50M | 0.56% | +725+17.7% | Added |