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 |
|---|---|---|---|---|---|
| One + One Wealth Management, LLC | 924 | $471.0K | 0.31% | +104+12.7% | Added |
| Castleview Partners, LLC | 927 | $472.0K | 0.29% | −928,162−99.9% | Reduced |
| Barry Investment Advisors, LLC | 928 | $473.0K | 0.13% | +1+0.1% | Added |
| Matisse Capital | 930 | $474.0K | 0.44% | +180+24.0% | Added |
| Aufman Associates Inc | 931 | $475.0K | 0.37% | +1+0.1% | Added |
| Linscomb & Williams, Inc. | 933 | $476.0K | 0.02% | −23−2.4% | Reduced |
| Webster Bank, N. A. | 935 | $477.0K | 0.06% | 00.0% | Unchanged |
| First United Bank Trust | 938 | $478.0K | 0.19% | −31−3.2% | Reduced |
| Brooks, Moore & Associates, Inc. | 937 | $478.0K | 0.29% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 937 | $478.0K | 0.04% | +5+0.5% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 939 | $481.0K | 0.27% | +49+5.5% | Added |
| Van Strum & Towne Inc. | 945 | $482.0K | 0.18% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 944 | $482.0K | 0.04% | +338+55.8% | Added |
| First Farmers & Merchants Bank / Trust | 948 | $483.0K | 0.51% | +30+3.3% | Added |
| Monterey Private Wealth, Inc. | 927 | $483.0K | 0.23% | +927 | New |
| Rosenberg Matthew Hamilton | 949 | $484.0K | 0.17% | +68+7.7% | Added |
| BCJ Capital Management, LLC | 950 | $485.0K | 0.04% | −194−17.0% | Reduced |
| Roman Butler Fullerton & Co | 953 | $486.0K | 0.23% | +8+0.8% | Added |
| Winthrop Advisory Group LLC | 953 | $486.0K | 0.10% | +16+1.7% | Added |
| Creative Financial Designs Inc | 957 | $488.0K | 0.07% | +6+0.6% | Added |
| HFR Wealth Management, LLC | 960 | $490.0K | 0.13% | 00.0% | Unchanged |
| Laurion Capital Management LP | 960 | $490.0K | 0.01% | +960 | New |
| Signet Financial Management, LLC | 964 | $491.0K | 0.08% | +21+2.2% | Added |
| Advisors Preferred, LLC | 957 | $491.0K | 0.04% | +957 | New |
| Staley Capital Advisers Inc | 964 | $492.0K | 0.02% | −80−7.7% | Reduced |
| Cooper/Haims Advisors, LLC | 965 | $492.0K | 0.32% | +447+86.3% | Added |
| Klingenstein Fields & Co LP | 971 | $495.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 971 | $495.0K | 0.18% | +25+2.6% | Added |
| Austin Private Wealth, LLC | 972 | $496.0K | 0.10% | +21+2.2% | Added |
| McRae Capital Management Inc | 975 | $497.0K | 0.11% | 00.0% | Unchanged |
| 360 Financial, Inc. | 974 | $497.0K | 0.24% | +180+22.7% | Added |
| SFMG, LLC | 977 | $498.0K | 0.05% | −522−34.8% | Reduced |
| Smith Anglin Financial, LLC | 980 | $500.0K | 0.12% | +54+5.8% | Added |
| Waddell & Associates, LLC | 982 | $501.0K | 0.08% | 00.0% | Unchanged |
| Veracity Capital LLC | 984 | $502.0K | 0.21% | +5+0.5% | Added |
| Stonebridge Financial Planning Group, LLC | 986 | $503.0K | 0.28% | −1−0.1% | Reduced |
| Kingfisher Capital LLC | 989 | $504.0K | 0.13% | −53−5.1% | Reduced |
| Hengehold Capital Management LLC | 990 | $505.0K | 0.07% | 00.0% | Unchanged |
| Security National Bank of So Dak | 991 | $505.0K | 0.35% | +400+67.7% | Added |
| Invst, LLC | 1,041 | $506.0K | 0.08% | −52−4.8% | Reduced |
| Neo Ivy Capital Management | 992 | $506.0K | 0.46% | +828+504.9% | Added |
| Lafayette Investments, Inc. | 995 | $507.0K | 0.13% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 995 | $507.0K | 0.21% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 994 | $507.0K | 0.09% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 995 | $507.0K | 0.07% | +12+1.2% | Added |
| First Command Bank | 995 | $507.0K | 0.07% | +12+1.2% | Added |
| Fortress Wealth Group, LLC | 996 | $508.0K | 0.39% | −5−0.5% | Reduced |
| Full Sail Capital, LLC | 998 | $509.0K | 0.04% | −68−6.4% | Reduced |
| AtlasMark Financial, Inc | 1,000 | $510.0K | 0.65% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 1,001 | $510.0K | 0.16% | −26−2.5% | Reduced |
| Stonebridge Capital Management Inc | 1,000 | $510.0K | 0.18% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,003 | $511.0K | 0.10% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 1,002 | $511.0K | 0.04% | +9+0.9% | Added |
| Wharton Business Group, LLC | 1,004 | $512.0K | 0.03% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 1,008 | $514.0K | 0.06% | +502+99.2% | Added |
| Northwest Wealth Management, LLC | 1,009 | $515.0K | 0.25% | +319+46.2% | Added |
| Founders Financial Alliance, LLC | 1,011 | $516.0K | 0.23% | −1,741−63.3% | Reduced |
| Antonetti Capital Management LLC | 1,016 | $518.0K | 0.49% | −366−26.5% | Reduced |
| Tompkins Financial Corp | 1,015 | $518.0K | 0.07% | +1,000+6,666.7% | Added |
| Regatta Capital Group, LLC | 1,018 | $519.0K | 0.18% | +13+1.3% | Added |
| Gables Capital Management Inc. | 1,020 | $520.0K | 0.33% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 1,022 | $521.0K | 0.11% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 1,029 | $525.0K | 0.21% | +5+0.5% | Added |
| Clarus Wealth Advisors | 979 | $526.0K | 0.33% | −19−1.9% | Reduced |
| Cooper Financial Group | 1,032 | $526.0K | 0.20% | +1,032 | New |
| Teza Capital Management LLC | 1,033 | $527.0K | 0.20% | −298−22.4% | Reduced |
| Wick Capital Partners, LLC | 1,035 | $528.0K | 0.35% | −278−21.2% | Reduced |
| Financial Architects, Inc | 1,036 | $528.0K | 0.08% | +58+5.9% | Added |
| Dentgroup LLC | 1,038 | $529.0K | 0.51% | +3+0.3% | Added |
| Clarus Group, Inc. | 1,037 | $529.0K | 0.36% | +66+6.8% | Added |
| Charter Oak Capital Management, LLC | 1,040 | $530.0K | 0.06% | +159+18.0% | Added |
| Stillwater Investment Management, LLC | 1,041 | $531.0K | 0.13% | +3+0.3% | Added |
| Good Life Advisors, LLC | 1,051 | $536.0K | 0.07% | +92+9.6% | Added |
| First National Bank of Hutchinson | 1,058 | $540.0K | 0.31% | +81+8.3% | Added |
| Bangor Savings Bank | 1,060 | $541.0K | 0.06% | −64−5.7% | Reduced |
| Patriot Investment Management Inc. | 1,064 | $542.0K | 0.05% | −40−3.6% | Reduced |
| New Jersey Better Educational Savings Trust | 1,063 | $542.0K | 1.32% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,065 | $544.0K | 0.05% | −13−1.2% | Reduced |
| Old Port Advisors | 1,060 | $544.0K | 0.19% | −43−3.9% | Reduced |
| Beese Fulmer Investment Management, Inc. | 1,068 | $545.0K | 0.06% | −74−6.5% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 1,071 | $546.0K | 0.22% | +58+5.7% | Added |
| Holistic Financial Partners | 1,071 | $546.0K | 0.35% | +80+8.1% | Added |
| Golden State Equity Partners | 1,072 | $547.0K | 0.28% | −31−2.8% | Reduced |
| Guardian Wealth Advisors, LLC | 1,075 | $548.0K | 0.45% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 1,074 | $548.0K | 0.16% | +109+11.3% | Added |
| Palisades Hudson Asset Management, L.P. | 1,078 | $550.0K | 0.26% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 1,086 | $554.0K | 0.21% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,087 | $554.0K | 0.18% | +112+11.5% | Added |
| Lebenthal Global Advisors, LLC | 1,090 | $555.0K | 0.24% | −44−3.9% | Reduced |
| Financial Consulate, Inc | 1,089 | $555.0K | 0.21% | +50+4.8% | Added |
| Black Diamond Financial, LLC | 1,094 | $558.0K | 0.18% | +96+9.6% | Added |
| Alhambra Investment Partners LLC | 1,099 | $560.0K | 0.37% | −55−4.8% | Reduced |
| Wedgewood Investors Inc | 1,100 | $561.0K | 0.68% | −20−1.8% | Reduced |
| Aveo Capital Partners, LLC | 1,102 | $562.0K | 0.10% | −107−8.9% | Reduced |
| Inspire Advisors, LLC | 1,103 | $562.0K | 0.16% | −80−6.8% | Reduced |
| Heritage Financial Services, LLC | 1,105 | $563.0K | 0.37% | −30−2.6% | Reduced |
| LS Investment Advisors, LLC | 1,105 | $564.0K | 0.09% | −1,134−50.6% | Reduced |
| qPULA Trading Management LP | 1,107 | $565.0K | 0.76% | +1,107 | New |
| Element Pointe Advisors, LLC | 1,115 | $569.0K | 0.19% | 00.0% | Unchanged |
| Phocas Financial Corp. | 1,115 | $569.0K | 0.07% | +1,115 | New |