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 |
|---|---|---|---|---|---|
| Prestige Wealth Management Group LLC | 4,906 | $2.50M | 0.62% | +2,180+80.0% | Added |
| Trustmark National Bank Trust Department | 4,909 | $2.50M | 0.20% | +1,291+35.7% | Added |
| Red Cedar Investment Management, LLC | 4,923 | $2.51M | 0.35% | +658+15.4% | Added |
| Means Investment Co., Inc. | 4,927 | $2.51M | 0.45% | +248+5.3% | Added |
| Trust Investment Advisors | 4,984 | $2.54M | 2.07% | −257−4.9% | Reduced |
| Doliver Advisors, LP | 4,992 | $2.55M | 0.80% | −1,085−17.9% | Reduced |
| Ally Financial Inc. | 5,000 | $2.55M | 0.29% | −1,000−16.7% | Reduced |
| My Legacy Advisors, LLC | 5,005 | $2.55M | 1.18% | +5,005 | New |
| Coastal Investment Advisors, Inc. | 5,046 | $2.57M | 0.51% | −58−1.1% | Reduced |
| Moser Wealth Advisors, LLC | 5,105 | $2.60M | 1.63% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 5,112 | $2.61M | 0.22% | −1,589−23.7% | Reduced |
| Ingalls & Snyder LLC | 5,114 | $2.61M | 0.12% | −188−3.5% | Reduced |
| HBW Advisory Services LLC | 5,124 | $2.61M | 0.92% | −6,452−55.7% | Reduced |
| Malaga Cove Capital, LLC | 5,127 | $2.62M | 1.20% | −13−0.3% | Reduced |
| Circle Wealth Management, LLC | 5,138 | $2.62M | 0.34% | −123−2.3% | Reduced |
| NinePointTwo Capital | 5,153 | $2.63M | 0.71% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 5,162 | $2.63M | 0.20% | −314−5.7% | Reduced |
| Capital City Trust Co | 5,166 | $2.63M | 0.76% | +16+0.3% | Added |
| Insight Wealth Strategies, LLC | 5,190 | $2.65M | 0.39% | +601+13.1% | Added |
| Little House Capital LLC | 5,217 | $2.66M | 1.36% | −1,081−17.2% | Reduced |
| Regent Peak Wealth Advisors LLC | 5,215 | $2.66M | 0.76% | +301+6.1% | Added |
| McDonald Partners LLC | 5,220 | $2.66M | 0.58% | +3,618+225.8% | Added |
| Oarsman Capital, Inc. | 5,234 | $2.67M | 1.04% | −294−5.3% | Reduced |
| Bay Rivers Group | 5,263 | $2.68M | 1.93% | +369+7.5% | Added |
| TrimTabs Asset Management, LLC | 5,269 | $2.69M | 0.90% | +131+2.5% | Added |
| Highland Private Wealth Management | 5,270 | $2.69M | 0.36% | +64+1.2% | Added |
| Continuum Advisory, LLC | 5,292 | $2.69M | 0.51% | +2,155+68.7% | Added |
| Northside Capital Management, LLC | 5,289 | $2.70M | 0.72% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 5,307 | $2.71M | 0.22% | +944+21.6% | Added |
| Act Two Investors LLC | 5,424 | $2.71M | 2.15% | +627+13.1% | Added |
| GM Advisory Group, Inc. | 5,327 | $2.72M | 0.32% | −91−1.7% | Reduced |
| Waypoint Capital Advisors, LLC | 5,340 | $2.72M | 1.60% | +57+1.1% | Added |
| Marcum Wealth, LLC | 5,345 | $2.73M | 0.38% | +31+0.6% | Added |
| Sunbelt Securities, Inc. | 5,238 | $2.73M | 0.50% | −77−1.4% | Reduced |
| Hartford Financial Management Inc. | 5,353 | $2.73M | 0.66% | −86−1.6% | Reduced |
| F/M Investments LLC | 5,365 | $2.74M | 2.21% | +5,365 | New |
| J.W. Cole Advisors, Inc. | 5,367 | $2.74M | 0.18% | −34−0.6% | Reduced |
| Spears Abacus Advisors LLC | 5,368 | $2.74M | 0.20% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 5,380 | $2.74M | 0.12% | +82+1.5% | Added |
| Northcape Wealth Management, LLC | 5,400 | $2.75M | 0.80% | +657+13.9% | Added |
| Intact Investment Management Inc. | 5,400 | $2.75M | 0.07% | +800+17.4% | Added |
| Signet Investment Advisory Group, Inc. | 5,414 | $2.76M | 1.66% | −188−3.4% | Reduced |
| SkyView Investment Advisors, LLC | 5,488 | $2.77M | 0.65% | −37,636−87.3% | Reduced |
| Gofen & Glossberg LLC | 5,444 | $2.78M | 0.06% | +10.0% | Added |
| KCS Wealth Advisory | 5,458 | $2.78M | 1.29% | −530−8.9% | Reduced |
| M&R Capital Management Inc | 5,466 | $2.79M | 0.60% | +135+2.5% | Added |
| Leeward Financial Partners, LLC | 5,490 | $2.80M | 1.73% | −206−3.6% | Reduced |
| Valley National Advisers Inc | 5,491 | $2.80M | 0.54% | −5−0.1% | Reduced |
| Founders Financial Securities LLC | 5,499 | $2.80M | 0.50% | +199+3.8% | Added |
| Lineweaver Wealth Advisors, LLC | 5,513 | $2.81M | 0.80% | +477+9.5% | Added |
| Twin Tree Management, LP | 5,554 | $2.83M | 0.06% | +5,554 | New |
| Smithfield Trust Co | 5,554 | $2.84M | 0.18% | +260+4.9% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,587 | $2.85M | 1.33% | −54−1.0% | Reduced |
| Peterson Financial Group, Inc. | 5,591 | $2.85M | 2.36% | +188+3.5% | Added |
| Okabena Investment Services Inc | 5,593 | $2.85M | 1.21% | −393−6.6% | Reduced |
| E&G Advisors, LP | 5,599 | $2.85M | 0.78% | 00.0% | Unchanged |
| Dohj, LLC | 5,603 | $2.86M | 1.38% | −411−6.8% | Reduced |
| Inscription Capital, LLC | 5,610 | $2.86M | 0.82% | −73−1.3% | Reduced |
| Avantax Planning Partners, Inc. | 5,620 | $2.87M | 0.11% | −30−0.5% | Reduced |
| Somerset Trust Co | 5,622 | $2.87M | 1.11% | +29+0.5% | Added |
| Charles Carroll Financial Partners, LLC | 5,636 | $2.87M | 2.98% | +985+21.2% | Added |
| GPS Wealth Strategies Group, LLC | 5,638 | $2.88M | 0.65% | −44−0.8% | Reduced |
| Flagship Harbor Advisors, LLC | 5,640 | $2.88M | 0.28% | −15−0.3% | Reduced |
| Burleson & Company, LLC | 5,653 | $2.88M | 0.47% | +5,350+1,765.7% | Added |
| Brown Miller Wealth Management, LLC | 5,655 | $2.88M | 1.67% | +124+2.2% | Added |
| Eagle Rock Investment Company, LLC | 5,656 | $2.88M | 0.61% | +2,061+57.3% | Added |
| Decatur Capital Management, Inc. | 5,668 | $2.89M | 1.68% | −1,779−23.9% | Reduced |
| Regency Capital Management Inc. | 5,677 | $2.90M | 2.10% | −41−0.7% | Reduced |
| IMA Wealth, Inc. | 5,687 | $2.90M | 0.67% | −1,593−21.9% | Reduced |
| River Wealth Advisors LLC | 5,686 | $2.90M | 0.46% | +963+20.4% | Added |
| Bigelow Investment Advisors, LLC | 5,694 | $2.90M | 1.36% | +233+4.3% | Added |
| Fosun International Ltd | 5,703 | $2.91M | 0.25% | +3,708+185.9% | Added |
| Strategic Global Advisors, LLC | 5,709 | $2.91M | 0.43% | +210+3.8% | Added |
| Northeast Financial Group, Inc. | 5,726 | $2.92M | 2.07% | +314+5.8% | Added |
| Ashburton (Jersey) Ltd | 5,610 | $2.92M | 1.17% | +237+4.4% | Added |
| Columbia Trust Co 01012016 | 5,473 | $2.93M | 1.37% | +890+19.4% | Added |
| Van Cleef Asset Management,Inc | 5,744 | $2.93M | 0.42% | −245−4.1% | Reduced |
| BBR Partners, LLC | 5,768 | $2.94M | 0.28% | −711−11.0% | Reduced |
| Choate Investment Advisors | 5,779 | $2.95M | 0.16% | +943+19.5% | Added |
| Menard Financial Group LLC | 5,796 | $2.96M | 2.91% | −28−0.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 5,802 | $2.96M | 0.22% | −1,868−24.4% | Reduced |
| Arabesque Asset Management Ltd | 5,828 | $2.97M | 1.03% | +5,200+828.0% | Added |
| Richwood Investment Advisors, LLC | 5,831 | $2.97M | 2.66% | +340+6.2% | Added |
| Money Concepts Capital Corp | 5,832 | $2.97M | 0.17% | +1,664+39.9% | Added |
| Freedom Day Solutions, LLC | 5,838 | $2.98M | 1.28% | −193−3.2% | Reduced |
| Algert Global LLC | 5,839 | $2.98M | 0.19% | −38−0.6% | Reduced |
| Sendero Wealth Management, LLC | 5,850 | $2.98M | 1.38% | +22+0.4% | Added |
| Platte River Wealth Advisors, LLC | 5,862 | $2.99M | 1.09% | 00.0% | Unchanged |
| Alta Capital Management LLC | 5,902 | $3.01M | 0.18% | +237+4.2% | Added |
| FourThought Financial, LLC | 5,889 | $3.01M | 0.38% | +179+3.1% | Added |
| Wealth Architects, LLC | 5,911 | $3.01M | 0.51% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 5,930 | $3.02M | 0.54% | +358+6.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,954 | $3.04M | 0.55% | +1,059+21.6% | Added |
| Occidental Asset Management, LLC | 5,975 | $3.05M | 0.78% | +89+1.5% | Added |
| Rehmann Capital Advisory Group | 5,977 | $3.05M | 0.29% | −28−0.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 5,959 | $3.05M | 0.72% | +162+2.8% | Added |
| M Holdings Securities, Inc. | 5,994 | $3.06M | 0.23% | +5,994 | New |
| Monetta Financial Services Inc | 6,000 | $3.06M | 2.54% | 00.0% | Unchanged |
| CX Institutional | 6,059 | $3.09M | 0.25% | −6,396−51.4% | Reduced |
| Financial Advisory Service, Inc. | 6,072 | $3.10M | 0.29% | +422+7.5% | Added |