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
- 2,965
- +94 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
- 187
- 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 |
|---|---|---|---|---|---|
| NFP Retirement, Inc. | 1,116 | $569.0K | 0.13% | +442+65.6% | Added |
| Fortis Advisors, LLC | 1,118 | $570.0K | 0.31% | −106−8.7% | Reduced |
| Sandbox Financial Partners, LLC | 1,118 | $570.0K | 0.33% | −50−4.3% | Reduced |
| Synergy Financial Management, LLC | 1,121 | $572.0K | 0.14% | −193−14.7% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 1,122 | $572.0K | 0.04% | 00.0% | Unchanged |
| Delphia (USA) Inc. | 1,122 | $572.0K | 0.43% | +10+0.9% | Added |
| Periscope Capital Inc. | 1,124 | $573.0K | 0.01% | +1,124 | New |
| Kempen Capital Management N.V. | 1,126 | $574.0K | 0.02% | −17−1.5% | Reduced |
| First National Bank Sioux Falls | 1,125 | $574.0K | 0.60% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 1,130 | $576.0K | 0.12% | −30−2.6% | Reduced |
| Family Management Corp | 1,132 | $577.0K | 0.16% | −46−3.9% | Reduced |
| S.C. Financial Services, Inc. | 1,132 | $577.0K | 0.74% | −128−10.2% | Reduced |
| Hartline Investment Corp | 1,449 | $580.0K | 0.07% | −1,857−56.2% | Reduced |
| BCS Wealth Management | 1,138 | $580.0K | 0.24% | −178−13.5% | Reduced |
| Paragon Private Wealth Management, LLC | 1,186 | $581.0K | 0.57% | 00.0% | Unchanged |
| Slow Capital, Inc. | 1,141 | $582.0K | 0.11% | −360−24.0% | Reduced |
| Telos Capital Management, Inc. | 1,145 | $584.0K | 0.08% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 1,147 | $585.0K | 0.08% | −446−28.0% | Reduced |
| Laurel Wealth Planning LLC | 1,147 | $585.0K | 0.39% | −350−23.4% | Reduced |
| MEMBERS Trust Co | 1,150 | $586.0K | 0.02% | −23−2.0% | Reduced |
| Towerpoint Wealth, LLC | 1,152 | $587.0K | 0.29% | +13+1.1% | Added |
| Interchange Capital Partners, LLC | 1,155 | $589.0K | 0.61% | +9+0.8% | Added |
| Burke & Herbert Bank & Trust Co | 1,160 | $592.0K | 0.38% | −268−18.8% | Reduced |
| Hodges Capital Management Inc. | 1,160 | $592.0K | 0.05% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,160 | $592.0K | 0.11% | 00.0% | Unchanged |
| Ninepoint Partners LP | 1,164 | $594.0K | 0.14% | 00.0% | Unchanged |
| Hendley & Co Inc | 1,167 | $595.0K | 0.20% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,170 | $596.0K | 0.49% | −231−16.5% | Reduced |
| Simplex Trading, LLC | 1,174 | $598.0K | 0.02% | −46,384−97.5% | Reduced |
| Jeereddi Investments, LP | 1,175 | $599.0K | 0.69% | 00.0% | Unchanged |
| Lesa Sroufe & Co | 1,270 | $600.0K | 0.60% | 00.0% | Unchanged |
| Renaissance Investment Group LLC | 1,199 | $601.0K | 0.18% | −595−33.2% | Reduced |
| Kanawha Capital Management LLC | 1,179 | $601.0K | 0.05% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,178 | $601.0K | 0.36% | +70+6.3% | Added |
| Accurate Wealth Management, LLC | 1,183 | $603.0K | 0.27% | +705+147.5% | Added |
| KG&L Capital Management,LLC | 1,187 | $605.0K | 0.25% | −65−5.2% | Reduced |
| Dillon & Associates Inc | 1,187 | $605.0K | 0.11% | 00.0% | Unchanged |
| Clean Yield Group | 1,189 | $606.0K | 0.22% | +26+2.2% | Added |
| Mendel Money Management | 1,188 | $606.0K | 0.30% | +1,188 | New |
| Aldebaran Financial Inc. | 1,190 | $607.0K | 0.50% | −25−2.1% | Reduced |
| Buttonwood Financial Advisors Inc. | 1,190 | $607.0K | 0.55% | +1,190 | New |
| Penobscot Wealth Management | 1,198 | $611.0K | 0.55% | +1+0.1% | Added |
| West Michigan Advisors, LLC | 1,198 | $611.0K | 0.44% | +8+0.7% | Added |
| Saturna Capital CORP | 1,200 | $612.0K | 0.01% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 1,208 | $616.0K | 0.03% | −145−10.7% | Reduced |
| Bank Ozk | 1,210 | $617.0K | 0.26% | −25−2.0% | Reduced |
| Baker Ellis Asset Management LLC | 1,209 | $617.0K | 0.11% | −10−0.8% | Reduced |
| SkyOak Wealth, LLC | 1,213 | $619.0K | 0.17% | +487+67.1% | Added |
| CPR Investments Inc. | 1,216 | $620.0K | 0.51% | −305−20.1% | Reduced |
| Taylor Wealth Management Partners | 1,220 | $622.0K | 0.25% | +176+16.9% | Added |
| Brown, Lisle/Cummings, Inc. | 1,221 | $622.7K | 0.30% | +16+1.3% | Added |
| Kaydan Wealth Management, Inc. | 1,221 | $622.7K | 0.28% | +20+1.7% | Added |
| Country Trust Bank | 1,228 | $626.0K | 0.02% | −30−2.4% | Reduced |
| Hemington Wealth Management | 1,239 | $632.0K | 0.21% | +149+13.7% | Added |
| White Pine Capital LLC | 1,242 | $633.0K | 0.20% | +2+0.2% | Added |
| Iron Horse Wealth Management, LLC | 1,244 | $634.0K | 0.35% | −50−3.9% | Reduced |
| Principal Street Partners, LLC | 1,242 | $634.0K | 0.15% | +118+10.5% | Added |
| CFM Wealth Partners LLC | 1,245 | $635.0K | 0.15% | −130−9.5% | Reduced |
| Intercontinental Wealth Advisors, LLC | 1,246 | $635.0K | 0.14% | +351+39.2% | Added |
| Heck Capital Advisors, LLC | 1,247 | $635.9K | 0.11% | −427−25.5% | Reduced |
| Wexford Capital LP | 1,247 | $636.0K | 0.13% | +3+0.2% | Added |
| Howland Capital Management LLC | 1,250 | $637.0K | 0.03% | +121+10.7% | Added |
| Steward Financial Group LLC | 1,253 | $639.0K | 0.57% | +289+30.0% | Added |
| LBMC Investment Advisors, LLC | 1,255 | $640.0K | 0.06% | −117−8.5% | Reduced |
| First American Trust, FSB | 1,257 | $641.0K | 0.09% | +217+20.9% | Added |
| Washington Trust Co | 1,259 | $643.0K | 0.03% | −33−2.6% | Reduced |
| Summit Place Financial Advisors, LLC | 1,260 | $643.0K | 0.43% | 00.0% | Unchanged |
| Winfield Associates, Inc. | 1,264 | $645.0K | 0.23% | −35−2.7% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 1,265 | $645.0K | 0.23% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 1,286 | $646.0K | 0.04% | 00.0% | Unchanged |
| VeraBank, N.A. | 1,273 | $649.0K | 0.34% | −21−1.6% | Reduced |
| BIT Capital GmbH | 1,273 | $649.2K | 0.07% | −5,544−81.3% | Reduced |
| Eidelman Virant Capital | 1,275 | $650.0K | 0.35% | 00.0% | Unchanged |
| ACG Wealth | 1,274 | $650.0K | 0.12% | +56+4.6% | Added |
| WealthBridge Capital Management, LLC | 1,277 | $651.0K | 0.24% | 00.0% | Unchanged |
| Virginia National Bank | 1,280 | $653.0K | 0.75% | +1,280 | New |
| Corbett Road Capital Management, LLC | 1,282 | $654.0K | 0.84% | +232+22.1% | Added |
| MONECO Advisors, LLC | 1,287 | $656.0K | 0.24% | −114−8.1% | Reduced |
| Cabot Wealth Management Inc | 1,288 | $657.0K | 0.09% | −5−0.4% | Reduced |
| Tower Wealth Partners, Inc. | 1,291 | $658.0K | 0.71% | −47−3.5% | Reduced |
| Stephenson National Bank & Trust | 1,290 | $658.0K | 0.39% | +20+1.6% | Added |
| Courier Capital LLC | 1,293 | $659.0K | 0.07% | +423+48.6% | Added |
| Chelsea Counsel Co | 1,294 | $660.0K | 0.29% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 1,301 | $663.0K | 0.23% | 00.0% | Unchanged |
| Armbruster Capital Management, Inc. | 1,300 | $663.0K | 0.16% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 1,303 | $664.0K | 0.09% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 1,327 | $676.7K | 0.28% | +506+61.6% | Added |
| Sterling Investment Counsel, LLC | 1,327 | $677.0K | 0.46% | −412−23.7% | Reduced |
| Clear Creek Financial Management, LLC | 1,327 | $677.0K | 0.11% | +134+11.2% | Added |
| Relyea Zuckerberg Hanson LLC | 1,262 | $678.0K | 0.22% | +72+6.1% | Added |
| Krilogy Financial LLC | 1,334 | $680.0K | 0.07% | −20−1.5% | Reduced |
| Capital Advisors, Ltd. LLC | 1,333 | $680.0K | 0.11% | +160+13.6% | Added |
| Formidable Asset Management, LLC | 1,336 | $681.0K | 0.13% | −20−1.5% | Reduced |
| BCK Partners, Inc. | 1,342 | $684.0K | 0.42% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 1,276 | $685.0K | 0.16% | +46+3.7% | Added |
| Birinyi Associates Inc | 1,350 | $688.0K | 0.24% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 1,350 | $688.0K | 0.38% | +20+1.5% | Added |
| Wolff Wiese Magana LLC | 1,358 | $693.0K | 0.46% | −32−2.3% | Reduced |
| Rock Creek Group, LP | 1,361 | $694.0K | 0.09% | +171+14.4% | Added |
| Reynders McVeigh Capital Management, LLC | 1,367 | $697.0K | 0.04% | −38−2.7% | Reduced |