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; 3,394 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
- 2,966
- +95 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
- 188
- 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 | 3,394 | $325.1B |
| Q1 2026 | 3,055 | $202.4B |
| Q4 2025 | 3,312 | $248.2B |
| Q3 2025 | 3,169 | $253.5B |
| Q2 2025 | 3,186 | $241.1B |
| Q1 2025 | 3,614 | $424.3B |
| Q4 2024 | 3,685 | $409.5B |
| Q3 2024 | 3,477 | $474.6B |
| Q2 2024 | 3,407 | $411.9B |
| Q1 2024 | 3,385 | $398.9B |
| Q4 2023 | 3,422 | $428.0B |
| Q3 2023 | 3,145 | $407.5B |
| Q2 2023 | 3,137 | $388.4B |
| Q1 2023 | 3,115 | $383.6B |
| Q4 2022 | 3,160 | $434.2B |
| Q3 2022 | 2,999 | $413.5B |
| Q2 2022 | 2,965 | $422.0B |
| Q1 2022 | 2,966 | $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 |
|---|---|---|---|---|---|
| Hoese & Co LLP | 212 | $108.0K | 0.11% | 00.0% | Unchanged |
| Icapital Wealth LLC | 205 | $110.1K | 0.05% | +205 | New |
| Norway Savings Bank | 222 | $113.0K | 0.05% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 225 | $115.0K | 0.04% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 227 | $115.0K | 0.12% | 00.0% | Unchanged |
| CKW Financial Group | 225 | $115.0K | 0.02% | +50+28.6% | Added |
| Oliver Lagore Vanvalin Investment Group | 224 | $116.0K | 0.08% | +224 | New |
| Harel Insurance Investments & Financial Services Ltd. | 230 | $117.0K | 0.00% | −200−46.5% | Reduced |
| Canton Hathaway, LLC | 230 | $117.0K | 0.03% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 237 | $120.9K | 0.03% | −100−29.7% | Reduced |
| Hanson & Doremus Investment Management | 240 | $122.0K | 0.03% | +100+71.4% | Added |
| Orion Capital Management LLC | 245 | $125.0K | 0.08% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 247 | $126.0K | 0.04% | +220+814.8% | Added |
| Holloway Wealth Management, LLC | – | $127.0K | 0.04% | – | – |
| TFC Financial Management | 253 | $129.0K | 0.04% | −21−7.7% | Reduced |
| Pin Oak Investment Advisors Inc | 252 | $129.0K | 0.14% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 254 | $130.0K | 0.04% | +7+2.8% | Added |
| Lowe Wealth Advisors, LLC | 261 | $133.0K | 0.06% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 263 | $134.0K | 0.06% | +172+189.0% | Added |
| First PREMIER Bank | 265 | $135.0K | 0.04% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 270 | $138.0K | 0.05% | −1−0.4% | Reduced |
| McIlrath & Eck, LLC | 274 | $140.0K | 0.04% | +97+54.8% | Added |
| Addison Advisors LLC | 279 | $142.0K | 0.08% | +237+564.3% | Added |
| Baron Financial Group, LLC | 280 | $142.8K | 0.08% | −25−8.2% | Reduced |
| Greenwood Capital Associates LLC | 283 | $144.0K | 0.04% | −427−60.1% | Reduced |
| Financial Management Professionals, Inc. | 284 | $145.0K | 0.03% | +62+27.9% | Added |
| Disciplined Investments, LLC | 289 | $147.0K | 0.06% | +1+0.3% | Added |
| Solstein Capital, LLC | 320 | $163.0K | 0.11% | 00.0% | Unchanged |
| TSFG, LLC | 325 | $166.0K | 0.06% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 325 | $166.0K | 0.16% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 326 | $166.0K | 0.00% | +310+1,937.5% | Added |
| Eisler Capital (UK) Ltd. | 332 | $169.0K | 0.01% | −5,117−93.9% | Reduced |
| Retirement Group, LLC | 332 | $169.0K | 0.07% | +21+6.8% | Added |
| PSI Advisors, LLC | 334 | $170.0K | 0.07% | +1+0.3% | Added |
| Tradewinds Capital Management, LLC | 333 | $170.0K | 0.03% | +5+1.5% | Added |
| Financial Avengers, Inc. | 343 | $175.0K | 0.11% | −69−16.7% | Reduced |
| Your Advocates Ltd., LLP | 350 | $178.0K | 0.10% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 351 | $179.0K | 0.03% | −5−1.4% | Reduced |
| Monolith Advisors | 357 | $180.0K | 0.15% | 00.0% | Unchanged |
| WFA Asset Management Corp | 356 | $181.5K | 0.12% | +1+0.3% | Added |
| Sterling Investment Advisors, Ltd. | 362 | $185.0K | 0.05% | +15+4.3% | Added |
| Tevis Investment Management | 362 | $186.0K | 0.17% | −123−25.4% | Reduced |
| Cornerstone Management, Inc. | 375 | $191.2K | 0.05% | −20−5.1% | Reduced |
| Ritter Daniher Financial Advisory, LLC | 377 | $192.0K | 0.13% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 378 | $193.0K | 0.04% | −206−35.3% | Reduced |
| Old Second National Bank of Aurora | 378 | $193.0K | 0.05% | +4+1.1% | Added |
| Spartan Planning & Wealth Management | 384 | $196.0K | 0.25% | +384 | New |
| Hills Bank & Trust Co | 388 | $198.0K | 0.03% | 00.0% | Unchanged |
| BFT Financial Group, LLC | 393 | $200.0K | 0.03% | +393 | New |
| Grandfield & Dodd, LLC | 400 | $200.0K | 0.01% | +400 | New |
| Harbor Advisory Corp | 397 | $202.0K | 0.08% | +397 | New |
| Atticus Wealth Management, LLC | 398 | $203.0K | 0.07% | −22−5.2% | Reduced |
| BlackDiamond Wealth Management Inc. | 398 | $203.0K | 0.24% | −22−5.2% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 400 | $204.0K | 0.04% | −3−0.7% | Reduced |
| Hutner Capital Management Inc | 400 | $204.0K | 0.12% | 00.0% | Unchanged |
| Shikiar Asset Management Inc | 400 | $204.0K | 0.06% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 400 | $204.0K | 0.07% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 400 | $204.0K | 0.07% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 400 | $204.0K | 0.10% | 00.0% | Unchanged |
| West Coast Financial LLC | 400 | $204.0K | 0.03% | +400 | New |
| Enlightenment Research, LLC | 400 | $204.0K | 0.27% | +400 | New |
| Clarity Financial LLC | 401 | $205.0K | 0.04% | −4−1.0% | Reduced |
| V2 Financial group LLC | 403 | $205.5K | 0.16% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 406 | $207.0K | 0.13% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 406 | $207.0K | 0.11% | +369+997.3% | Added |
| Southern Capital Advisors, LLC | 408 | $208.0K | 0.14% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 408 | $209.0K | 0.13% | +408 | New |
| Axiom Financial Strategies, LLC | 413 | $210.0K | 0.11% | +413 | New |
| Wealthquest Corp | 421 | $211.0K | 0.03% | 00.0% | Unchanged |
| Hollow Brook Wealth Management LLC | 414 | $211.0K | 0.09% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 414 | $211.0K | 0.14% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 414 | $211.0K | 0.07% | +15+3.8% | Added |
| Smith Shellnut Wilson LLC | 416 | $212.0K | 0.11% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 415 | $212.0K | 0.06% | +23+5.9% | Added |
| Partners in Financial Planning | 410 | $213.6K | 0.07% | +410 | New |
| Harvest Investment Services, LLC | 420 | $214.0K | 0.13% | −43−9.3% | Reduced |
| Western Financial Corporation | 419 | $214.0K | 0.12% | +419 | New |
| Jag Capital Management, LLC | 578 | $215.0K | 0.02% | −208−26.5% | Reduced |
| NTV Asset Management LLC | 423 | $216.0K | 0.04% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 424 | $216.0K | 0.08% | +21+5.2% | Added |
| Hazlett, Burt & Watson, Inc. | 423 | $216.0K | 0.17% | +423 | New |
| Madden Securities Corp | 423 | $216.0K | 0.10% | +423 | New |
| LCNB Corp | 426 | $217.0K | 0.10% | +426 | New |
| Selective Wealth Management, Inc. | 428 | $218.0K | 0.08% | −15−3.4% | Reduced |
| SBK Financial, Inc. | 429 | $219.0K | 0.22% | 00.0% | Unchanged |
| Sandhill Capital Partners LLC | 430 | $219.0K | 0.02% | +430 | New |
| Academy Capital Management Inc | 432 | $220.0K | 0.04% | 00.0% | Unchanged |
| BlueSky Wealth Advisors, LLC | 432 | $220.0K | 0.04% | 00.0% | Unchanged |
| Financial Management Network Inc | 434 | $221.0K | 0.11% | +1+0.2% | Added |
| Wealthstream Advisors, Inc. | 433 | $221.0K | 0.19% | +433 | New |
| Cordasco Financial Network | 436 | $222.0K | 0.14% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 439 | $224.0K | 0.05% | +439 | New |
| Jackson Thornton Asset Management, LLC | 439 | $224.0K | 0.06% | +439 | New |
| Corrigan Financial, Inc. | 440 | $224.4K | 0.07% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 441 | $225.0K | 0.18% | −1−0.2% | Reduced |
| Pensionmark Financial Group, LLC | 440 | $225.0K | 0.05% | −3−0.7% | Reduced |
| Raffa Wealth Management, LLC | 442 | $225.4K | 0.08% | +2+0.5% | Added |
| Weaver Consulting Group | 444 | $226.0K | 0.11% | −1−0.2% | Reduced |
| Laurel Wealth Advisors LLC | 443 | $226.0K | 0.05% | 00.0% | Unchanged |
| Zhang Financial LLC | 450 | $229.0K | 0.04% | −5−1.1% | Reduced |