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 |
|---|---|---|---|---|---|
| Retirement Guys Formula LLC | 657 | $335.0K | 0.22% | −389−37.2% | Reduced |
| Disciplined Equity Management, Inc. | 660 | $337.0K | 0.34% | 00.0% | Unchanged |
| GenTrust, LLC | 660 | $337.0K | 0.03% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 660 | $337.0K | 0.10% | +210+46.7% | Added |
| Audent Global Asset Management, LLC | 660 | $337.0K | 0.19% | +660 | New |
| Triumph Capital Management | 662 | $338.0K | 0.15% | +151+29.5% | Added |
| Cassia Capital Partners, LLC | 664 | $339.0K | 0.27% | +14+2.2% | Added |
| Crestone Asset Management LLC | 669 | $341.0K | 0.07% | 00.0% | Unchanged |
| Howard Wealth Management, LLC | 670 | $341.0K | 0.19% | +35+5.5% | Added |
| Grant/GrossMendelsohn, LLC | 636 | $341.0K | 0.17% | −3−0.5% | Reduced |
| Headinvest, LLC | 668 | $341.0K | 0.07% | +251+60.2% | Added |
| Marino, Stram & Associates LLC | 671 | $342.0K | 0.11% | +9+1.4% | Added |
| Osher Van de Voorde Investment Management | 672 | $343.0K | 0.08% | −34,387−98.1% | Reduced |
| Indiana Trust & Investment Management CO | 675 | $344.0K | 0.17% | 00.0% | Unchanged |
| Arlington Partners LLC | 675 | $344.0K | 0.10% | +18+2.7% | Added |
| Curran Financial Partners, LLC | 676 | $345.0K | 0.14% | 00.0% | Unchanged |
| Round Table Services, LLC | 678 | $346.0K | 0.06% | −36−5.0% | Reduced |
| Covestor Ltd | 677 | $346.0K | 0.24% | +242+55.6% | Added |
| Octavia Wealth Advisors, LLC | 680 | $347.0K | 0.08% | −49−6.7% | Reduced |
| Moseley Investment Management Inc | 681 | $347.0K | 0.19% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 680 | $347.0K | 0.27% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 680 | $347.0K | 0.19% | 00.0% | Unchanged |
| Clark Financial Services Group Inc | 681 | $347.0K | 0.25% | +157+30.0% | Added |
| Redwood Financial Network Corp | 680 | $347.0K | 0.32% | +680 | New |
| Wiley Bros.-Aintree Capital, LLC | 683 | $348.0K | 0.20% | +51+8.1% | Added |
| Twelve Points Wealth Management LLC | 685 | $349.0K | 0.26% | +26+3.9% | Added |
| Seldon Capital LP | 687 | $350.0K | 0.21% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 686 | $350.0K | 0.15% | +1+0.1% | Added |
| Probity Advisors, Inc. | 689 | $351.0K | 0.07% | −40−5.5% | Reduced |
| SJS Investment Consulting Inc. | 688 | $351.0K | 0.11% | +253+58.2% | Added |
| CJM Wealth Advisers, Ltd. | 690 | $351.9K | 0.24% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 690 | $352.0K | 0.10% | 00.0% | Unchanged |
| HCR Wealth Advisors | 690 | $352.0K | 0.06% | +690 | New |
| One Charles Private Wealth Services, LLC | 693 | $353.0K | 0.22% | +4+0.6% | Added |
| Gries Financial LLC | 695 | $354.0K | 0.13% | −2,061−74.8% | Reduced |
| Onyx Bridge Wealth Group LLC | 690 | $355.0K | 0.13% | −82−10.6% | Reduced |
| Custos Family Office, LLC | 699 | $356.0K | 0.29% | −166−19.2% | Reduced |
| Bordeaux Wealth Advisors LLC | 698 | $356.0K | 0.19% | +102+17.1% | Added |
| Riverwater Partners LLC | 700 | $357.0K | 0.59% | −1,293−64.9% | Reduced |
| Moreno Evelyn V | 701 | $357.0K | 0.07% | +701 | New |
| Benchmark Financial Wealth Advisors, LLC | 702 | $358.0K | 0.15% | −31−4.2% | Reduced |
| Gyon Technologies Capital Management, LP | 705 | $360.0K | 0.25% | −514−42.2% | Reduced |
| First Personal Financial Services | 705 | $360.0K | 0.08% | 00.0% | Unchanged |
| Lantz Financial LLC | 709 | $362.0K | 0.15% | −25−3.4% | Reduced |
| Reston Wealth Management LLC | 711 | $362.0K | 0.19% | +2+0.3% | Added |
| Friess Associates LLC | 710 | $362.0K | 0.19% | +710 | New |
| Hamilton Wealth, LLC | 713 | $364.0K | 0.16% | +14+2.0% | Added |
| Pinnacle Private Wealth, LLC | 714 | $364.0K | 0.11% | +50+7.5% | Added |
| Day & Ennis, LLC | 713 | $364.0K | 0.12% | +146+25.7% | Added |
| Bickling Financial Services, Inc. | 716 | $365.0K | 0.19% | +1+0.1% | Added |
| Ullmann Financial Group, Inc. | 718 | $366.0K | 0.09% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 717 | $366.0K | 0.07% | +240+50.3% | Added |
| Callan Capital, LLC | 720 | $367.0K | 0.05% | +72+11.1% | Added |
| swisspartners Ltd. | 720 | $367.0K | 0.29% | +720 | New |
| Traphagen Investment Advisors LLC | 721 | $367.5K | 0.06% | +59+8.9% | Added |
| Triad Financial Advisors, Inc. | 721 | $368.0K | 0.20% | −31−4.1% | Reduced |
| Tfo-TDC, LLC | 722 | $368.0K | 0.07% | −45−5.9% | Reduced |
| Colton Groome Financial Advisors, LLC | 723 | $369.0K | 0.17% | −980−57.5% | Reduced |
| Alpha Omega Wealth Management LLC | 725 | $369.0K | 0.06% | −18−2.4% | Reduced |
| H. L. Ormond & Company, LLC | 725 | $369.0K | 0.45% | +52+7.7% | Added |
| Northstar Group, Inc. | 725 | $370.0K | 0.09% | −15−2.0% | Reduced |
| Capstone Financial Advisors, Inc. | 726 | $370.0K | 0.03% | +20+2.8% | Added |
| Curated Wealth Partners LLC | 737 | $371.0K | 0.13% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 728 | $371.0K | 0.29% | −1−0.1% | Reduced |
| DFPG Investments, LLC | 694 | $371.0K | 0.14% | −2−0.3% | Reduced |
| LPWM LLC | 693 | $372.0K | 0.19% | −10−1.4% | Reduced |
| Indie Asset Partners, LLC | 732 | $373.0K | 0.28% | −20−2.7% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 731 | $373.0K | 0.31% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 734 | $375.0K | 0.19% | −1,021−58.2% | Reduced |
| Blue Square Asset Management, LLC | 735 | $375.0K | 0.31% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 735 | $375.0K | 0.39% | +1+0.1% | Added |
| Koss-Olinger Consulting, LLC | 737 | $376.0K | 0.06% | −303−29.1% | Reduced |
| Dearborn Partners LLC | 737 | $376.0K | 0.01% | +737 | New |
| Boston Research & Management Inc | 740 | $377.0K | 0.11% | 00.0% | Unchanged |
| Monument Capital Management | 739 | $377.0K | 0.12% | +1+0.1% | Added |
| Flaharty Asset Management, LLC | 740 | $377.0K | 0.07% | +30+4.2% | Added |
| Poehling Capital Management, LLC | 740 | $377.0K | 0.12% | +190+34.5% | Added |
| Element Wealth, LLC | 741 | $378.0K | 0.31% | −98−11.7% | Reduced |
| Parcion Private Wealth LLC | 704 | $378.0K | 0.04% | −107−13.2% | Reduced |
| Global Financial Private Client, LLC | 738 | $378.3K | 0.18% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 744 | $379.0K | 0.07% | −177−19.2% | Reduced |
| LVZ Advisors, Inc. | 743 | $379.0K | 0.05% | +2+0.3% | Added |
| McGowan Group Asset Management, Inc. | 744 | $379.0K | 0.06% | +61+8.9% | Added |
| Gladius Capital Management LP | 742 | $379.0K | 0.13% | +712+2,373.3% | Added |
| IPG Investment Advisors LLC | 746 | $380.0K | 0.07% | −50−6.3% | Reduced |
| Ridgecrest Wealth Partners, LLC | 745 | $380.0K | 0.24% | −16−2.1% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 746 | $380.0K | 0.46% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 746 | $381.0K | 0.11% | +131+21.3% | Added |
| Westshore Wealth, LLC | 750 | $382.0K | 0.26% | +67+9.8% | Added |
| Orgel Wealth Management, LLC | 752 | $383.0K | 0.03% | −67−8.2% | Reduced |
| Summit Financial Group Inc | 751 | $383.0K | 0.13% | 00.0% | Unchanged |
| Trellis Advisors, LLC | 750 | $383.0K | 0.19% | +5+0.7% | Added |
| Redwood Investments, LLC | 755 | $385.0K | 0.04% | −9−1.2% | Reduced |
| Altus Wealth Group LLC | 754 | $385.0K | 0.32% | +11+1.5% | Added |
| NuWave Investment Management, LLC | 754 | $385.0K | 0.52% | +754 | New |
| American Financial Advisors, LLC | 757 | $386.0K | 0.05% | 00.0% | Unchanged |
| High Probability Advisors, LLC | 759 | $387.1K | 0.13% | +759 | New |
| Newton One Investments LLC | 764 | $390.0K | 0.28% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 780 | $390.0K | 0.14% | +376+93.1% | Added |
| StrategIQ Financial Group, LLC | 768 | $392.0K | 0.04% | +1+0.1% | Added |