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 |
|---|---|---|---|---|---|
| AGF Investments LLC | 768 | $392.0K | 0.03% | +488+174.3% | Added |
| Delta Investment Management, LLC | 771 | $393.0K | 0.12% | +2+0.3% | Added |
| Lyell Wealth Management, LP | 770 | $393.0K | 0.05% | +222+40.5% | Added |
| Evanson Asset Management, LLC | 773 | $394.0K | 0.04% | 00.0% | Unchanged |
| Ignite Planners, LLC | 759 | $395.0K | 0.26% | +114+17.7% | Added |
| Laird Norton Trust Company, LLC | 780 | $397.0K | 0.04% | −167−17.6% | Reduced |
| Salvus Wealth Management, LLC | 782 | $399.0K | 0.30% | +149+23.5% | Added |
| Narus Financial Partners, LLC | 785 | $400.3K | 0.22% | +785 | New |
| Index Fund Advisors, Inc. | 787 | $401.0K | 0.03% | −100−11.3% | Reduced |
| Mendel Capital Management LLC | 786 | $401.0K | 0.38% | +62+8.6% | Added |
| New World Advisors LLC | 745 | $401.0K | 0.21% | +34+4.8% | Added |
| Avaii Wealth Management, LLC | 788 | $402.0K | 0.37% | +158+25.1% | Added |
| Alliance Wealth Advisors, LLC | 791 | $403.0K | 0.33% | −401−33.6% | Reduced |
| Waters Parkerson & Co., LLC | 791 | $403.0K | 0.02% | −40−4.8% | Reduced |
| Beaton Management Co. Inc. | 792 | $404.0K | 0.25% | +192+32.0% | Added |
| Kowal Investment Group, LLC | 794 | $405.0K | 0.12% | +9+1.1% | Added |
| Client 1st Advisory Group, LLC | 794 | $405.0K | 0.20% | +240+43.3% | Added |
| QCM Cayman, Ltd. | 795 | $405.0K | 1.78% | +795 | New |
| Range Financial Group LLC | 797 | $406.0K | 0.26% | −8−1.0% | Reduced |
| Worth Asset Management, LLC | 853 | $407.0K | 0.27% | +853 | New |
| RGT Wealth Advisors, LLC | 800 | $408.0K | 0.06% | −636−44.3% | Reduced |
| Main Street Research LLC | 800 | $408.0K | 0.04% | −212−20.9% | Reduced |
| Rathbone Brothers plc | 800 | $408.0K | 0.00% | −5−0.6% | Reduced |
| Resonant Capital Advisors, LLC | 795 | $408.0K | 0.06% | +211+36.1% | Added |
| Toews Corp | 800 | $408.0K | 0.07% | +800 | New |
| Ahrens Investment Partners LLC | 803 | $409.0K | 0.13% | −484−37.6% | Reduced |
| Leo H. Evart, Inc. | 804 | $410.0K | 0.42% | +2+0.2% | Added |
| Financial Planning & Information Services, Inc. | 803 | $410.0K | 0.09% | +100+14.2% | Added |
| Matrix Private Capital Group LLC | 803 | $410.0K | 0.20% | +163+25.5% | Added |
| C M Bidwell & Associates Ltd | 806 | $411.0K | 0.27% | −4−0.5% | Reduced |
| Roth Financial Partners LLC | 806 | $411.0K | 0.30% | +514+176.0% | Added |
| Garde Capital, Inc. | 808 | $412.0K | 0.04% | −121−13.0% | Reduced |
| Mitchell Sinkler & Starr | 810 | $413.0K | 0.13% | +400+97.6% | Added |
| RTD Financial Advisors, Inc. | 812 | $414.0K | 0.06% | +134+19.8% | Added |
| Kalos Management, Inc. | 818 | $415.0K | 0.28% | −174−17.5% | Reduced |
| Chickasaw Capital Management LLC | 815 | $416.0K | 0.02% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 817 | $416.6K | 0.11% | +33+4.2% | Added |
| Citizens & Northern Corp | 820 | $418.0K | 0.15% | −84−9.3% | Reduced |
| Kavar Capital Partners Group, LLC | 819 | $418.0K | 0.09% | 00.0% | Unchanged |
| Westfield Capital Management Co LP | 820 | $418.0K | 0.00% | +25+3.1% | Added |
| ETF Portfolio Partners, Inc. | 822 | $419.0K | 0.16% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 823 | $420.0K | 0.04% | −3−0.4% | Reduced |
| Zuckerman Investment Group, LLC | 824 | $420.0K | 0.07% | +7+0.9% | Added |
| Fortem Financial Group, LLC | 824 | $420.0K | 0.18% | +16+2.0% | Added |
| Waterfront Wealth Inc. | 774 | $420.0K | 0.15% | +774 | New |
| SOA Wealth Advisors, LLC. | 830 | $423.0K | 0.10% | −132−13.7% | Reduced |
| Blue Zone Wealth Advisors, LLC | 830 | $423.0K | 0.16% | +51+6.5% | Added |
| Abundance Wealth Counselors | 829 | $423.0K | 0.11% | +829 | New |
| Wendell David Associates Inc | 832 | $424.0K | 0.05% | 00.0% | Unchanged |
| BHK Investment Advisors, LLC | 831 | $424.0K | 0.18% | +1+0.1% | Added |
| SignalPoint Asset Management, LLC | 840 | $428.0K | 0.14% | +18+2.2% | Added |
| Fure Financial Corp | 840 | $428.0K | 0.24% | +840 | New |
| Bouchey Financial Group Ltd | 842 | $429.0K | 0.06% | −37−4.2% | Reduced |
| Coastal Bridge Advisors, LLC | 844 | $430.0K | 0.10% | −470−35.8% | Reduced |
| High Net Worth Advisory Group LLC | 847 | $432.0K | 0.16% | +123+17.0% | Added |
| Crestwood Advisors Group LLC | 851 | $434.0K | 0.01% | −83−8.9% | Reduced |
| Wealthcare Capital Management LLC | 852 | $434.0K | 0.04% | +252+42.0% | Added |
| Satovsky Asset Management LLC | 857 | $437.0K | 0.29% | +2+0.2% | Added |
| Wealth Dimensions Group, Ltd. | 860 | $438.0K | 0.20% | −18−2.1% | Reduced |
| Farmers Trust Co | 861 | $439.0K | 0.09% | −7−0.8% | Reduced |
| FirstPurpose Wealth LLC | 860 | $439.0K | 0.34% | +46+5.7% | Added |
| WC Walker & Associates, Inc. | 818 | $439.0K | 0.23% | +125+18.0% | Added |
| Objective Capital Management, LLC | 863 | $440.0K | 0.34% | −8−0.9% | Reduced |
| Beck Bode, LLC | 863 | $440.0K | 0.10% | +60+7.5% | Added |
| Fox Run Management, L.L.C. | 865 | $441.0K | 0.25% | +201+30.3% | Added |
| CWS Financial Advisors, LLC | 869 | $443.0K | 0.17% | +6+0.7% | Added |
| Capital Investment Services of America, Inc. | 885 | $444.0K | 0.04% | 00.0% | Unchanged |
| First Financial Corp | 874 | $445.0K | 0.27% | −105−10.7% | Reduced |
| Private Ocean, LLC | 873 | $445.0K | 0.06% | +1+0.1% | Added |
| Loveless Wealth Management LLC | 872 | $445.0K | 0.25% | +235+36.9% | Added |
| First International Bank & Trust | 874 | $446.0K | 0.15% | +26+3.1% | Added |
| Angeles Investment Advisors, LLC | 876 | $447.0K | 0.03% | −45−4.9% | Reduced |
| Barber Financial Group, Inc. | 876 | $447.0K | 0.06% | +11+1.3% | Added |
| First Bank & Trust | 877 | $447.0K | 0.14% | +32+3.8% | Added |
| Pasadena Private Wealth, LLC | 879 | $448.0K | 0.15% | +12+1.4% | Added |
| HHM Wealth Advisors, LLC | 880 | $449.0K | 0.10% | +3+0.3% | Added |
| Regal Wealth Group, Inc. | 837 | $450.0K | 0.28% | +2+0.2% | Added |
| Newbridge Financial Services Group, Inc. | 884 | $451.0K | 0.22% | −9−1.0% | Reduced |
| PRW Wealth Management LLC | 885 | $451.0K | 0.20% | +885 | New |
| Gerber Kawasaki Wealth & Investment Management | 889 | $453.0K | 0.04% | −87−8.9% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 892 | $455.0K | 0.08% | −353−28.4% | Reduced |
| Woodstock Corp | 892 | $455.0K | 0.05% | −150−14.4% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 892 | $455.0K | 0.07% | +3+0.3% | Added |
| Ellsworth Advisors, LLC | 837 | $457.0K | 0.16% | −22−2.6% | Reduced |
| Crewe Advisors LLC | 897 | $457.0K | 0.09% | +270+43.1% | Added |
| Sonata Capital Group Inc | 898 | $458.0K | 0.20% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 900 | $458.0K | 0.03% | +200+28.6% | Added |
| Asset Allocation & Management Company, LLC | 900 | $459.0K | 0.16% | 00.0% | Unchanged |
| Rappaport Reiches Capital Management, LLC | 902 | $460.0K | 0.25% | +902 | New |
| Merlin Capital LLC | 903 | $461.0K | 0.61% | −289−24.2% | Reduced |
| First Community Trust NA | 904 | $461.0K | 0.44% | +133+17.3% | Added |
| Alpha Paradigm Partners, LLC | 904 | $461.0K | 0.18% | +211+30.4% | Added |
| Byrne Asset Management LLC | 905 | $462.0K | 0.29% | −160−15.0% | Reduced |
| Nixon Peabody Trust Co | 916 | $467.0K | 0.16% | −111−10.8% | Reduced |
| Insight Folios Inc | 916 | $467.0K | 0.21% | 00.0% | Unchanged |
| Red Wave Investments LLC | 918 | $468.0K | 0.17% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 917 | $468.0K | 0.26% | +3+0.3% | Added |
| Lanham O'Dell & Company, Inc. | 920 | $469.0K | 0.36% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 922 | $470.0K | 0.07% | −36−3.8% | Reduced |
| Summit Global Investments | 923 | $470.0K | 0.03% | +13+1.4% | Added |