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 |
|---|---|---|---|---|---|
| Foster Victor Wealth Advisors, LLC | 515 | $274.0K | 0.04% | −39−7.0% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 538 | $274.4K | 0.04% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 536 | $274.7K | 0.04% | −25−4.5% | Reduced |
| Bridgeworth, LLC | 539 | $275.0K | 0.06% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 541 | $276.0K | 0.07% | 00.0% | Unchanged |
| Brookmont Capital Management | 543 | $277.0K | 0.17% | 00.0% | Unchanged |
| Integrity Advisory, LLC | 542 | $277.0K | 0.27% | +542 | New |
| First Citizens Financial Corp | 545 | $278.0K | 0.21% | 00.0% | Unchanged |
| Peterson Wealth Services | 547 | $279.0K | 0.17% | +68+14.2% | Added |
| Accuvest Global Advisors | 547 | $279.0K | 0.14% | +547 | New |
| HITE Hedge Asset Management LLC | 550 | $280.0K | 0.03% | 00.0% | Unchanged |
| Magnolia Wealth Management, LLC | 550 | $280.0K | 0.29% | 00.0% | Unchanged |
| RMR Wealth Builders | 550 | $281.0K | 0.06% | +550 | New |
| Prostatis Group LLC | 552 | $281.5K | 0.23% | −22−3.8% | Reduced |
| Ellenbecker Investment Group | 554 | $282.0K | 0.08% | +105+23.4% | Added |
| Wade Financial Advisory, Inc | 553 | $282.0K | 0.12% | +553 | New |
| WR Wealth Planners, LLC | 553 | $282.0K | 0.17% | +553 | New |
| Prio Wealth Limited Partnership | 555 | $283.0K | 0.01% | −10−1.8% | Reduced |
| Pacific Global Investment Management CO | 554 | $283.0K | 0.06% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 554 | $284.0K | 0.11% | −70−11.2% | Reduced |
| Sutton Place Investors LLC | 545 | $284.0K | 0.34% | +87+19.0% | Added |
| Oakwell Private Wealth Management, LLC | 557 | $284.0K | 0.14% | +557 | New |
| Jmac Enterprises LLC | 558 | $285.0K | 0.07% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 558 | $285.0K | 0.09% | +100+21.8% | Added |
| Vista Capital Partners, Inc. | 560 | $286.0K | 0.04% | −85−13.2% | Reduced |
| Clay Northam Wealth Management, LLC | 560 | $286.0K | 0.29% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 561 | $286.0K | 0.20% | +14+2.6% | Added |
| Guild Investment Management, Inc. | 562 | $287.0K | 0.29% | 00.0% | Unchanged |
| Strategic Wealth Designers | 565 | $288.0K | 0.07% | −189−25.1% | Reduced |
| Yorktown Management & Research Co Inc | 565 | $288.0K | 0.24% | −92−14.0% | Reduced |
| Alley Investment Management Company, LLC | 565 | $288.0K | 0.05% | +565 | New |
| Redwood Investment Management, LLC | 567 | $289.0K | 0.04% | −177−23.8% | Reduced |
| Dougherty Wealth Advisers LLC | 571 | $291.0K | 0.44% | 00.0% | Unchanged |
| Reynolds Investment Management, Inc. | 573 | $292.0K | 0.09% | +573 | New |
| PCG Wealth Advisors, LLC | 574 | $293.0K | 0.19% | −104−15.3% | Reduced |
| Investmark Advisory Group LLC | 577 | $294.0K | 0.30% | −31−5.1% | Reduced |
| Syverson Strege & Co | 576 | $294.0K | 0.32% | −17−2.9% | Reduced |
| Acima Private Wealth, LLC | 577 | $294.0K | 0.14% | 00.0% | Unchanged |
| Hartford Funds Management Co LLC | 577 | $295.0K | 0.03% | +577 | New |
| Braun-Bostich & Associates Inc. | 578 | $295.0K | 0.63% | +578 | New |
| United Bank | 580 | $296.0K | 0.04% | 00.0% | Unchanged |
| Kraft Asset Management, LLC | 583 | $297.0K | 0.31% | −67−10.3% | Reduced |
| Well Done, LLC | 583 | $297.0K | 0.06% | −52−8.2% | Reduced |
| Concentric Wealth Management, LLC | 587 | $299.0K | 0.09% | +6+1.0% | Added |
| Dash Acquisitions Inc. | 586 | $299.0K | 0.14% | +7+1.2% | Added |
| Jackson Hole Capital Partners, LLC | 586 | $299.0K | 0.09% | +65+12.5% | Added |
| RWM Asset Management, LLC | 589 | $300.0K | 0.06% | 00.0% | Unchanged |
| Benchmark Wealth Management, LLC | 589 | $300.0K | 0.20% | +1+0.2% | Added |
| Kelman-Lazarov, Inc. | 590 | $301.0K | 0.10% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 591 | $301.0K | 0.29% | +43+7.8% | Added |
| Greatmark Investment Partners, Inc. | 592 | $302.0K | 0.05% | 00.0% | Unchanged |
| Cairn Investment Group, Inc. | 597 | $304.0K | 0.19% | −285−32.3% | Reduced |
| Dixon Hughes Goodman Wealth Advisors LLC | 595 | $304.0K | 0.09% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 599 | $305.0K | 0.18% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 597 | $305.0K | 0.32% | +21+3.6% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 601 | $306.0K | 0.03% | 00.0% | Unchanged |
| Mayport, LLC | 601 | $306.0K | 0.21% | 00.0% | Unchanged |
| Sage Investment Advisers LLC | 600 | $306.0K | 0.41% | 00.0% | Unchanged |
| Destination Wealth Management | 603 | $307.0K | 0.01% | −1,601−72.6% | Reduced |
| Benedict Financial Advisors Inc | 601 | $307.0K | 0.08% | +1+0.2% | Added |
| Paragon Capital Management LLC | 602 | $307.0K | 0.16% | +602 | New |
| Aviance Capital Partners, LLC | 603 | $308.0K | 0.06% | −100−14.2% | Reduced |
| AMJ Financial Wealth Management | 604 | $308.0K | 0.12% | 00.0% | Unchanged |
| Carson Advisory Inc. | 603 | $308.0K | 0.31% | +4+0.7% | Added |
| ERTS Wealth Advisors, LLC | 606 | $309.0K | 0.09% | −106−14.9% | Reduced |
| Congress Park Capital LLC | 607 | $310.0K | 0.16% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 610 | $311.0K | 0.00% | +610 | New |
| Noesis Capital Mangement Corp | 611 | $312.0K | 0.08% | −64−9.5% | Reduced |
| Kessler Investment Group, LLC | 611 | $312.0K | 0.18% | −32−5.0% | Reduced |
| Beck Mack & Oliver LLC | 611 | $312.0K | 0.01% | −20−3.2% | Reduced |
| Bernardo Wealth Planning LLC | 615 | $313.0K | 0.16% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 620 | $316.0K | 0.04% | −659−51.5% | Reduced |
| CapWealth Advisors, LLC | 622 | $317.0K | 0.03% | 00.0% | Unchanged |
| Essex LLC | 622 | $317.0K | 0.09% | +30+5.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 625 | $319.0K | 0.20% | −15−2.3% | Reduced |
| Beech Hill Advisors, Inc. | 625 | $319.0K | 0.13% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 625 | $319.0K | 0.20% | +120+23.8% | Added |
| Family Firm, Inc. | 630 | $321.0K | 0.08% | −32−4.8% | Reduced |
| MBA Advisors LLC | 629 | $321.0K | 0.20% | 00.0% | Unchanged |
| WBH Advisory Inc | 612 | $321.0K | 0.04% | +98+19.1% | Added |
| Single Point Partners, LLC | 634 | $323.0K | 0.08% | +47+8.0% | Added |
| StrongBox Wealth, LLC | 638 | $325.0K | 0.19% | +4+0.6% | Added |
| Von Berge Wealth Management Group, LLC | 608 | $325.0K | 0.30% | +1+0.2% | Added |
| Frank, Rimerman Advisors LLC | 638 | $325.4K | 0.10% | +14+2.2% | Added |
| Private Asset Management Inc | 639 | $326.0K | 0.04% | −200−23.8% | Reduced |
| First Washington CORP | 642 | $327.0K | 0.13% | 00.0% | Unchanged |
| Vicus Capital | 641 | $327.0K | 0.03% | −57−8.2% | Reduced |
| Hillsdale Investment Management Inc. | 644 | $328.0K | 0.02% | +199+44.7% | Added |
| Itau Unibanco Holding S.A. | 643 | $328.0K | 0.01% | +205+46.8% | Added |
| Cheviot Value Management, LLC | 646 | $329.0K | 0.07% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 645 | $329.0K | 0.08% | +23+3.7% | Added |
| Aua Capital Management, LLC | 645 | $329.0K | 0.18% | +100+18.3% | Added |
| Sharkey, Howes & Javer | 648 | $330.0K | 0.08% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 650 | $331.0K | 0.07% | −287−30.6% | Reduced |
| Chicago Capital, LLC | 650 | $331.0K | 0.01% | +14+2.2% | Added |
| Global Strategic Investment Solutions, LLC | 649 | $331.0K | 0.02% | +91+16.3% | Added |
| Tyler-Stone Wealth Management | 650 | $332.0K | 0.18% | −8−1.2% | Reduced |
| Lansing Street Advisors | 608 | $332.0K | 0.21% | +608 | New |
| Liberty Wealth Management LLC | 657 | $333.0K | 0.12% | −87−11.7% | Reduced |
| Clare Market Investments LLC | 655 | $334.1K | 0.11% | +30+4.8% | Added |