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 |
|---|---|---|---|---|---|
| Fairbanks Capital Management, Inc. | 6,072 | $3.10M | 2.30% | −8−0.1% | Reduced |
| Investment Research & Advisory Group, Inc. | 6,075 | $3.10M | 1.97% | −150−2.4% | Reduced |
| Dempze Nancy E | 6,079 | $3.10M | 2.26% | +316+5.5% | Added |
| American National Registered Investment Advisor, Inc. | 6,102 | $3.11M | 1.11% | −235−3.7% | Reduced |
| AXS Investments LLC | 6,136 | $3.13M | 1.25% | −2,274−27.0% | Reduced |
| Atlas Private Wealth Management | 6,150 | $3.14M | 1.82% | +153+2.6% | Added |
| StoneX Group Inc. | 6,183 | $3.15M | 0.25% | +2,184+54.6% | Added |
| Wealthsource Partners, LLC | 6,194 | $3.16M | 0.21% | −173−2.7% | Reduced |
| Burns J W & Co Inc | 6,197 | $3.16M | 0.50% | +254+4.3% | Added |
| Procyon Private Wealth Partners, LLC | 6,212 | $3.17M | 0.66% | +639+11.5% | Added |
| Notis-McConarty Edward | 6,234 | $3.18M | 1.13% | +208+3.5% | Added |
| Parisi Gray Wealth Management | 6,240 | $3.18M | 1.29% | −130−2.0% | Reduced |
| Transcend Wealth Collective, LLC | 6,244 | $3.18M | 0.28% | +539+9.4% | Added |
| Windsor Group LTD | 5,839 | $3.19M | 0.59% | −10−0.2% | Reduced |
| Breiter Capital Management Inc | 6,259 | $3.19M | 1.58% | +7+0.1% | Added |
| Glen Eagle Advisors, LLC | 6,275 | $3.20M | 0.84% | +1,183+23.2% | Added |
| Brendel Financial Advisors LLC | 6,275 | $3.20M | 1.74% | +6,275 | New |
| Sofos Investments, Inc. | 12,771 | $3.20M | 0.27% | −13,345−51.1% | Reduced |
| Fulcrum Asset Management LLP | – | $3.21M | 0.94% | – | – |
| LMR Partners LLP | 6,327 | $3.23M | 0.05% | +6,327 | New |
| Chemistry Wealth Management LLC | 6,360 | $3.24M | 1.11% | +6,360 | New |
| Tealwood Asset Management Inc | 6,398 | $3.26M | 1.38% | −70−1.1% | Reduced |
| Bank Hapoalim BM | 6,407 | $3.27M | 0.34% | +2,559+66.5% | Added |
| Summit Financial, LLC | 6,412 | $3.27M | 0.26% | +613+10.6% | Added |
| Steadfast Capital Management (UK) Ltd. | 6,422 | $3.27M | 4.58% | −1,282−16.6% | Reduced |
| Eads & Heald Wealth Management | 6,430 | $3.28M | 1.52% | −121−1.8% | Reduced |
| Barometer Capital Management Inc. | 6,431 | $3.28M | 0.60% | +6,431 | New |
| Strategic Wealth Partners, Ltd. | 6,431 | $3.28M | 0.64% | −368−5.4% | Reduced |
| Claraphi Advisory Network, LLC | 6,451 | $3.29M | 0.95% | +3,720+136.2% | Added |
| 180 Wealth Advisors, LLC | 6,120 | $3.29M | 0.72% | +579+10.4% | Added |
| SevenBridge Financial Group, LLC | 6,458 | $3.29M | 1.16% | −544−7.8% | Reduced |
| Renasant Bank | 6,480 | $3.31M | 2.22% | +361+5.9% | Added |
| First Horizon Advisors, Inc. | 6,486 | $3.31M | 0.18% | −695−9.7% | Reduced |
| Elmwood Wealth Management, Inc. | 6,506 | $3.32M | 1.71% | +110+1.7% | Added |
| Condor Capital Management | 6,513 | $3.32M | 0.37% | −33−0.5% | Reduced |
| Rossmore Private Capital | 6,518 | $3.32M | 0.52% | +5+0.1% | Added |
| Lazard Freres Gestion S.A.S. | 6,532 | $3.33M | 0.10% | −3,068−32.0% | Reduced |
| Forum Financial Management, LP | 6,535 | $3.33M | 0.16% | −6−0.1% | Reduced |
| Centric Wealth Management | 6,533 | $3.33M | 1.05% | +52+0.8% | Added |
| DF Dent & Co Inc | 6,545 | $3.34M | 0.04% | +32+0.5% | Added |
| Elgethun Capital Management | 6,558 | $3.34M | 1.13% | +17+0.3% | Added |
| Stokes Family Office, LLC | 6,563 | $3.35M | 0.44% | +609+10.2% | Added |
| Great Diamond Partners, LLC | 6,604 | $3.37M | 0.94% | +413+6.7% | Added |
| Carret Asset Management, LLC | 6,604 | $3.37M | 0.39% | +316+5.0% | Added |
| Sheets Smith Wealth Management | 6,616 | $3.37M | 0.47% | −1,247−15.9% | Reduced |
| Buckley Wealth Management, LLC | 6,656 | $3.40M | 0.92% | −167−2.4% | Reduced |
| Birch Capital Management, LLC | 6,664 | $3.40M | 2.09% | 00.0% | Unchanged |
| Harvest Volatility Management LLC | 6,668 | $3.40M | 0.38% | +3,495+110.1% | Added |
| Cypress Capital Group | 6,670 | $3.40M | 0.42% | −23−0.3% | Reduced |
| TCWP LLC | 6,681 | $3.41M | 0.62% | −547−7.6% | Reduced |
| Legacy Wealth Management, LLC | 6,691 | $3.41M | 1.78% | +8+0.1% | Added |
| Siena Capital LLC | 6,695 | $3.41M | 1.93% | −951−12.4% | Reduced |
| Griffin Asset Management, Inc. | 6,695 | $3.41M | 0.44% | +21+0.3% | Added |
| HWG Holdings LP | 6,696 | $3.42M | 1.71% | +2,702+67.7% | Added |
| Philadelphia Trust Co | 6,724 | $3.43M | 0.27% | −86−1.3% | Reduced |
| Canandaigua National Corp | 6,725 | $3.43M | 0.52% | +230+3.5% | Added |
| TrinityPoint Wealth, LLC | 6,740 | $3.44M | 0.62% | −970−12.6% | Reduced |
| S.E.E.D. Planning Group LLC | 6,753 | $3.44M | 1.47% | −414−5.8% | Reduced |
| Wunderlich Capital Managemnt | 6,764 | $3.45M | 1.63% | −69−1.0% | Reduced |
| Royal Fund Management, LLC | 6,779 | $3.46M | 0.51% | −28−0.4% | Reduced |
| Summit X, LLC | 6,797 | $3.46M | 0.85% | −57−0.8% | Reduced |
| Seven Eight Capital, LP | 6,800 | $3.47M | 0.46% | +6,800 | New |
| Townsend & Associates, Inc | 6,363 | $3.47M | 1.60% | +184+3.0% | Added |
| Gouws Capital LLC | 6,818 | $3.48M | 2.83% | +473+7.5% | Added |
| Sepio Capital, LP | 6,828 | $3.48M | 0.31% | −2,566−27.3% | Reduced |
| Abbrea Capital, LLC | 6,829 | $3.48M | 0.49% | +260+4.0% | Added |
| Principle Wealth Partners LLC | 6,847 | $3.49M | 0.37% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 6,866 | $3.50M | 1.15% | +384+5.9% | Added |
| Doyle Wealth Management | 6,872 | $3.50M | 0.25% | +220+3.3% | Added |
| Harrell Investment Partners, LLC | 6,874 | $3.50M | 1.24% | +267+4.0% | Added |
| Robertson Stephens Wealth Management, LLC | 6,876 | $3.51M | 0.30% | −99−1.4% | Reduced |
| MPS Loria Financial Planners, LLC | 6,897 | $3.52M | 1.48% | +19+0.3% | Added |
| Midwest Wealth Management Inc. | 6,907 | $3.52M | 2.14% | +137+2.0% | Added |
| Ashford Capital Management Inc | 6,920 | $3.53M | 0.38% | −694−9.1% | Reduced |
| Patten Group, Inc. | 6,933 | $3.54M | 0.99% | +6+0.1% | Added |
| Berkshire Bank | 6,947 | $3.54M | 0.84% | +1,049+17.8% | Added |
| Proquility Private Wealth Partners, LLC | 7,426 | $3.56M | 1.48% | +1,665+28.9% | Added |
| Centre Asset Management, LLC | 6,981 | $3.56M | 1.13% | +6,981 | New |
| Palouse Capital Management, Inc. | 6,990 | $3.56M | 1.57% | −184−2.6% | Reduced |
| Legacy CG, LLC | 6,991 | $3.56M | 2.32% | +6,991 | New |
| GDS Wealth Management | 6,715 | $3.59M | 0.79% | +539+8.7% | Added |
| SWS Partners | 7,025 | $3.59M | 2.35% | −2,884−29.1% | Reduced |
| HM Capital Management, LLC | 7,043 | $3.59M | 1.31% | +597+9.3% | Added |
| Valley Brook Capital Group | 7,054 | $3.60M | 3.11% | +91+1.3% | Added |
| City Holding Co | 7,070 | $3.60M | 0.58% | −14−0.2% | Reduced |
| Pinkerton Retirement Specialists, LLC | 7,070 | $3.61M | 0.80% | +237+3.5% | Added |
| TFG Advisers LLC | 7,089 | $3.62M | 1.66% | +60+0.9% | Added |
| Heritage Wealth Management, LLC | 7,113 | $3.63M | 0.98% | +7,113 | New |
| Westover Capital Advisors, LLC | 7,118 | $3.63M | 1.13% | +141+2.0% | Added |
| Mechanics Bank Trust Department | 7,119 | $3.63M | 0.56% | +5+0.1% | Added |
| Cypress Capital, LLC | 7,161 | $3.65M | 0.45% | +330+4.8% | Added |
| Royal Capital Wealth Management, LLC | 7,183 | $3.66M | 3.58% | +30.0% | Added |
| Voya Financial Advisors, Inc. | 7,065 | $3.68M | 0.42% | +968+15.9% | Added |
| AIMZ Investment Advisors, LLC | 7,229 | $3.69M | 1.52% | −245−3.3% | Reduced |
| True North Advisors, LLC | 7,230 | $3.69M | 0.99% | −196−2.6% | Reduced |
| Altman Advisors, Inc. | 7,253 | $3.70M | 1.91% | −60−0.8% | Reduced |
| Hyman Charles D | 7,276 | $3.71M | 0.23% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 7,287 | $3.72M | 0.33% | +640+9.6% | Added |
| Laurel Wealth Advisors, Inc. | 7,317 | $3.73M | 0.31% | −505−6.5% | Reduced |
| Raab & Moskowitz Asset Management LLC | 7,318 | $3.73M | 1.28% | 00.0% | Unchanged |