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
- 2,966
- +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 | 3,395 | $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 |
|---|---|---|---|---|---|
| Select Asset Management & Trust | 450 | $229.0K | 0.20% | 00.0% | Unchanged |
| Orser Capital Management, LLC | 450 | $229.0K | 0.14% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 450 | $229.0K | 0.06% | 00.0% | Unchanged |
| HC Advisors, LLC | 449 | $229.0K | 0.15% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 449 | $229.0K | 0.02% | +46+11.4% | Added |
| Future Financial Wealth Managment LLC | 450 | $230.0K | 0.19% | −22−4.7% | Reduced |
| Acorn Financial Advisory Services Inc | 450 | $230.0K | 0.05% | 00.0% | Unchanged |
| Financial Advisory Group | 452 | $231.0K | 0.04% | +1+0.2% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 452 | $231.0K | 0.18% | +18+4.1% | Added |
| TTP Investments, Inc. | 453 | $231.0K | 0.23% | +453 | New |
| Alesco Advisors LLC | 455 | $232.0K | 0.01% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 455 | $232.0K | 0.16% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 456 | $232.0K | 0.16% | +100+28.1% | Added |
| Summit Asset Management, LLC | 456 | $233.0K | 0.07% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 456 | $233.0K | 0.12% | 00.0% | Unchanged |
| Cherrydale Wealth Management, LLC | 458 | $233.0K | 0.17% | +36+8.5% | Added |
| Jacobs & Co | 459 | $234.0K | 0.03% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 459 | $234.0K | 0.17% | 00.0% | Unchanged |
| Charles Schwab Investment Advisory, Inc. | 459 | $234.0K | 0.00% | +459 | New |
| Palladiem, LLC | 460 | $235.0K | 0.21% | 00.0% | Unchanged |
| Rice Partnership, LLC | 460 | $235.0K | 0.07% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 463 | $236.0K | 0.01% | 00.0% | Unchanged |
| DMG Group, LLC | 453 | $236.0K | 0.26% | +453 | New |
| Verity Asset Management, Inc. | 465 | $237.0K | 0.15% | −28−5.7% | Reduced |
| GSB Wealth Management, LLC | 464 | $237.0K | 0.07% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 466 | $237.0K | 0.14% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 461 | $237.0K | 0.12% | +3+0.7% | Added |
| Running Point Capital Advisors, LLC | 467 | $238.0K | 0.14% | +16+3.5% | Added |
| Exeter Financial, LLC | 467 | $238.0K | 0.13% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 466 | $238.0K | 0.09% | +46+11.0% | Added |
| Mystic Asset Management, Inc. | 470 | $239.0K | 0.13% | +100+27.0% | Added |
| Verus Financial Partners, Inc. | 449 | $240.0K | 0.03% | +449 | New |
| MAS Advisors LLC | 463 | $241.0K | 0.19% | +45+10.8% | Added |
| Private Capital Management LLC | 473 | $241.0K | 0.08% | +473 | New |
| Motive Wealth Advisors | 474 | $241.0K | 0.17% | +474 | New |
| Albert D Mason Inc | 477 | $243.0K | 0.16% | 00.0% | Unchanged |
| Apella Capital, LLC | 476 | $243.0K | 0.03% | +52+12.3% | Added |
| Astoria Portfolio Advisors LLC. | 476 | $243.0K | 0.19% | +476 | New |
| Howard Capital Management Inc. | 478 | $244.0K | 0.06% | −191−28.6% | Reduced |
| Tru Independence Asset Management 2, LLC | 478 | $244.0K | 0.14% | −76−13.7% | Reduced |
| Landmark Financial Advisors, LLC | 465 | $244.0K | 0.12% | +465 | New |
| Manchester Financial Inc | 481 | $245.0K | 0.09% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 482 | $246.0K | 0.02% | +7+1.5% | Added |
| Maven Securities LTD | 483 | $246.0K | 0.05% | +483 | New |
| A. D. Beadell Investment Counsel, Inc. | 486 | $247.0K | 0.16% | 00.0% | Unchanged |
| Eclectic Associates Inc | 484 | $247.0K | 0.16% | +5+1.0% | Added |
| Advanced Research Investment Solutions, LLC | 484 | $247.0K | 0.10% | +126+35.2% | Added |
| Crown Wealth Group, LLC | 485 | $247.0K | 0.17% | +485 | New |
| Landaas & Co | 493 | $248.0K | 0.13% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 486 | $248.0K | 0.06% | +27+5.9% | Added |
| Gemmer Asset Management LLC | 492 | $250.0K | 0.03% | 00.0% | Unchanged |
| ForthRight Wealth Management, LLC | 491 | $250.0K | 0.13% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 490 | $250.0K | 0.09% | +490 | New |
| Monticello Wealth Management, LLC | 493 | $251.0K | 0.02% | 00.0% | Unchanged |
| Pacific Wealth Strategies Group, Inc. | 501 | $255.0K | 0.11% | 00.0% | Unchanged |
| Colrain Capital LLC | 500 | $255.0K | 0.36% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 500 | $255.0K | 0.03% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 500 | $255.0K | 0.08% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 500 | $255.0K | 0.23% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 500 | $255.0K | 0.11% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 499 | $255.0K | 0.21% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 503 | $256.0K | 0.08% | +1+0.2% | Added |
| Wayfinding Financial, LLC | 513 | $256.0K | 0.21% | +43+9.1% | Added |
| WMG Financial Advisors, LLC | 500 | $256.0K | 0.19% | +500 | New |
| Clark Financial Advisors | 505 | $257.0K | 0.24% | −36−6.7% | Reduced |
| Pavion Blue Capital, LLC | 507 | $259.0K | 0.15% | 00.0% | Unchanged |
| Aletheian Wealth Advisors LLC | 507 | $259.0K | 0.25% | +81+19.0% | Added |
| Carroll Investors, Inc | 513 | $260.0K | 0.17% | −169−24.8% | Reduced |
| Sound Income Strategies, LLC | 510 | $260.0K | 0.03% | −87−14.6% | Reduced |
| Wellspring Financial Advisors, LLC | 509 | $260.0K | 0.08% | +69+15.7% | Added |
| Bath Savings Trust Co | 514 | $262.0K | 0.03% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 515 | $263.0K | 0.07% | −7,299−93.4% | Reduced |
| Lockerman Financial Group, Inc. | 517 | $263.0K | 0.71% | −39−7.0% | Reduced |
| C2C Wealth Management, LLC | 487 | $264.0K | 0.04% | −89−15.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 518 | $264.0K | 0.01% | +45+9.5% | Added |
| Birch Hill Investment Advisors LLC | 519 | $265.0K | 0.01% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 520 | $265.0K | 0.23% | 00.0% | Unchanged |
| FORA Capital, LLC | 511 | $266.0K | 0.05% | −2,891−85.0% | Reduced |
| Atwood & Palmer Inc | 522 | $266.0K | 0.02% | −30−5.4% | Reduced |
| Windward Capital Management Co | 522 | $266.0K | 0.02% | −2−0.4% | Reduced |
| Western Pacific Wealth Management, LP | 522 | $266.0K | 0.19% | −1−0.2% | Reduced |
| David Loasby | 486 | $266.0K | 0.03% | +42+9.5% | Added |
| Old Mission Capital LLC | 522 | $266.0K | 0.01% | +522 | New |
| Oak Thistle LLC | 521 | $266.0K | 0.14% | +521 | New |
| KilterHowling LLC | 523 | $266.8K | 0.27% | −29−5.3% | Reduced |
| Quilter Plc | 524 | $267.0K | 0.01% | +46+9.6% | Added |
| Claret Asset Management Corp | 524 | $267.0K | 0.05% | +58+12.4% | Added |
| Clarity Wealth Advisors, LLC | 524 | $267.0K | 0.13% | +124+31.0% | Added |
| Rosenbaum Jay D. | 525 | $268.0K | 0.42% | 00.0% | Unchanged |
| Karlinski Andrew C | 530 | $270.0K | 0.49% | 00.0% | Unchanged |
| Financial Partners Capital Management LLC | 530 | $270.3K | 0.05% | −20−3.6% | Reduced |
| G2 Capital Management, LLC | 532 | $271.0K | 0.12% | −608−53.3% | Reduced |
| Founders Capital Management | 540 | $271.0K | 0.17% | 00.0% | Unchanged |
| January Capital Advisors LLC | 528 | $271.0K | 0.24% | +528 | New |
| Meridian Financial, LLC | 533 | $271.8K | 0.28% | +30+6.0% | Added |
| apricus wealth, LLC | 500 | $273.0K | 0.22% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 538 | $274.0K | 0.11% | −233−30.2% | Reduced |
| Syntax Advisors, LLC | 538 | $274.0K | 0.23% | −233−30.2% | Reduced |
| Independent Wealth Network Inc. | 537 | $274.0K | 0.17% | −96−15.2% | Reduced |
| Carmel Capital Partners, LLC | 538 | $274.0K | 0.23% | −6−1.1% | Reduced |