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 |
|---|---|---|---|---|---|
| Oak Harbor Wealth Partners, LLC | 1,367 | $697.0K | 0.23% | +79+6.1% | Added |
| Strategy Asset Managers LLC | 1,370 | $699.0K | 0.15% | −1,081−44.1% | Reduced |
| Brightworth | 1,371 | $699.0K | 0.07% | −221−13.9% | Reduced |
| Navellier & Associates Inc | 1,373 | $700.0K | 0.12% | +3+0.2% | Added |
| Cedrus LLC | 1,373 | $700.2K | 0.63% | −117−7.9% | Reduced |
| Farmers National Bank | 1,376 | $701.7K | 0.24% | +100+7.8% | Added |
| TD Ameritrade Investment Management, LLC | 1,380 | $704.0K | 0.01% | +10+0.7% | Added |
| ICW Investment Advisors LLC | 1,381 | $704.0K | 0.41% | +11+0.8% | Added |
| Argus Investors' Counsel, Inc. | 1,383 | $705.0K | 0.45% | +122+9.7% | Added |
| Brown Advisory Securities, LLC | 1,386 | $708.0K | 0.41% | −402−22.5% | Reduced |
| Aspen Investment Management Inc | 1,393 | $710.0K | 0.37% | +5+0.4% | Added |
| CVA Family Office, LLC | 1,396 | $712.0K | 0.17% | +100+7.7% | Added |
| Sanders Morris Harris LLC | 1,400 | $713.0K | 0.14% | 00.0% | Unchanged |
| RiverGlades Family Offices LLC | 1,400 | $714.0K | 0.54% | 00.0% | Unchanged |
| Benin Management CORP | 1,409 | $719.0K | 0.22% | 00.0% | Unchanged |
| Asset Management Corp | 1,410 | $719.0K | 0.44% | +23+1.7% | Added |
| Cerro Pacific Wealth Advisors LLC | 1,411 | $720.0K | 0.44% | +107+8.2% | Added |
| United Community Bank | 1,414 | $721.1K | 0.72% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 1,415 | $722.0K | 0.36% | 00.0% | Unchanged |
| Unionview, LLC | 1,419 | $724.0K | 0.68% | −3−0.2% | Reduced |
| PrairieView Partners, LLC | 1,422 | $725.0K | 0.10% | −119−7.7% | Reduced |
| Peoples Bank | 1,426 | $727.0K | 0.36% | +132+10.2% | Added |
| First Heartland Consultants, Inc. | 1,427 | $728.0K | 0.11% | +97+7.3% | Added |
| Insight Advisors, LLC | 1,429 | $729.0K | 0.22% | +59+4.3% | Added |
| CenterBook Partners LP | 1,429 | $729.0K | 0.26% | +1,429 | New |
| MV Capital Management, Inc. | 1,432 | $730.0K | 0.11% | +46+3.3% | Added |
| Hirtle Callaghan & Co LLC | 1,436 | $732.0K | 0.04% | +480+50.2% | Added |
| Successful Portfolios LLC | 1,436 | $733.0K | 0.42% | −24−1.6% | Reduced |
| Resurgent Financial Advisors LLC | 1,440 | $735.0K | 0.47% | +576+66.7% | Added |
| Ballast Advisors LLC | 1,443 | $736.0K | 0.29% | −336−18.9% | Reduced |
| Aspire Private Capital, LLC | 1,444 | $736.0K | 0.23% | +1,282+791.4% | Added |
| Walker Asset Management, LLC | 1,446 | $737.0K | 0.59% | +4+0.3% | Added |
| ERn Financial, LLC | 1,445 | $737.0K | 0.16% | +750+107.9% | Added |
| Bowman & Co S.C. | 1,451 | $740.0K | 0.57% | +32+2.3% | Added |
| Epic Trust Investment Advisors, LLC | 1,259 | $742.0K | 1.16% | +503+66.5% | Added |
| Kenfarb & Co. | 1,457 | $743.0K | 0.59% | +415+39.8% | Added |
| Horizon Wealth Management, LLC | 1,458 | $744.0K | 0.23% | −1,444−49.8% | Reduced |
| InterOcean Capital Group, LLC | 1,474 | $752.0K | 0.03% | −104−6.6% | Reduced |
| Lenox Wealth Advisors, LLC | 1,380 | $753.0K | 0.09% | −29−2.1% | Reduced |
| Requisite Capital Management, LLC | 1,480 | $755.0K | 0.23% | −1,700−53.5% | Reduced |
| 1st Source Bank | 1,488 | $758.0K | 0.05% | +4+0.3% | Added |
| CCG Wealth Management, LLC | 1,490 | $760.0K | 0.37% | +1,490 | New |
| Hoylecohen, LLC | 1,496 | $763.0K | 0.07% | +109+7.9% | Added |
| Baxter Bros Inc | 1,500 | $765.0K | 0.11% | −21−1.4% | Reduced |
| WealthPLAN Partners, LLC | 1,506 | $765.0K | 0.05% | +97+6.9% | Added |
| EHP Funds Inc. | 1,500 | $765.0K | 0.13% | +1,500 | New |
| WealthPlan Investment Management, LLC | 1,506 | $765.0K | 0.05% | +1,506 | New |
| Calton & Associates, Inc. | 1,502 | $766.0K | 0.23% | −167−10.0% | Reduced |
| Tectonic Advisors LLC | 1,502 | $766.0K | 0.13% | −6−0.4% | Reduced |
| Financial Partners Group, Inc | 1,505 | $768.0K | 0.17% | −94−5.9% | Reduced |
| SRS Capital Advisors, Inc. | 1,508 | $769.0K | 0.10% | −13−0.9% | Reduced |
| Titus Wealth Management | 1,509 | $770.0K | 0.35% | 00.0% | Unchanged |
| Adviser Investments LLC | 1,514 | $772.0K | 0.05% | +64+4.4% | Added |
| Consolidated Planning Corp | 1,517 | $774.0K | 0.54% | −22−1.4% | Reduced |
| Islay Capital Management, LLC | 1,524 | $777.0K | 0.65% | +30+2.0% | Added |
| Aire Advisors, LLC | 1,525 | $779.0K | 0.28% | +260+20.6% | Added |
| City State Bank | 1,533 | $782.0K | 0.47% | +30+2.0% | Added |
| Lewis Capital Management, LLC | 1,540 | $785.0K | 0.89% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 1,540 | $785.0K | 0.58% | +2+0.1% | Added |
| Crumly & Associates Inc. | 1,540 | $785.0K | 0.29% | +146+10.5% | Added |
| Cypress Wealth Services, LLC | 1,542 | $786.0K | 0.21% | +33+2.2% | Added |
| Cornerstone Wealth Management, LLC | 1,544 | $787.0K | 0.08% | −787−33.8% | Reduced |
| Lifeworks Advisors, LLC | 1,543 | $787.0K | 0.52% | −374−19.5% | Reduced |
| Cannell Peter B & Co Inc | 1,553 | $792.0K | 0.02% | −910−36.9% | Reduced |
| LWM Advisory Services, LLC | 1,548 | $794.0K | 0.99% | −123−7.4% | Reduced |
| MTM Investment Management, LLC | 1,558 | $795.0K | 0.38% | +75+5.1% | Added |
| CNB Bank | 1,565 | $798.0K | 0.45% | −105−6.3% | Reduced |
| WMS Partners, LLC | 1,573 | $802.0K | 0.11% | +1,573 | New |
| Crawford Investment Counsel Inc | 1,574 | $803.0K | 0.02% | +167+11.9% | Added |
| Sather Financial Group Inc | 1,574 | $803.0K | 0.07% | +174+12.4% | Added |
| Concord Wealth Partners | 1,579 | $805.0K | 0.21% | +48+3.1% | Added |
| Krane Funds Advisors LLC | 1,584 | $808.0K | 0.03% | +645+68.7% | Added |
| Integrated Investment Consultants, LLC | 1,587 | $809.0K | 0.23% | −67−4.1% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 1,590 | $811.0K | 0.01% | +1,590 | New |
| Bruderman Asset Management, LLC | 1,586 | $812.0K | 1.23% | +1,039+189.9% | Added |
| South Shore Capital Advisors | 1,597 | $814.0K | 1.33% | +42+2.7% | Added |
| Vista Finance, LLC | 1,601 | $816.0K | 1.21% | +1,601 | New |
| Independence Bank of Kentucky | 1,606 | $819.0K | 0.32% | −115−6.7% | Reduced |
| Signature Estate & Investment Advisors LLC | 1,606 | $820.0K | 0.04% | +19+1.2% | Added |
| Texas Yale Capital Corp. | 1,607 | $820.0K | 0.04% | +50+3.2% | Added |
| Donoghue Forlines LLC | 1,607 | $820.0K | 0.18% | +1,607 | New |
| Alera Investment Advisors, LLC | 1,609 | $821.0K | 0.19% | +1,113+224.4% | Added |
| OneAscent Financial Services LLC | 1,610 | $821.0K | 0.59% | +1,610 | New |
| Monte Financial Group, LLC | 1,613 | $823.0K | 0.44% | −811−33.5% | Reduced |
| Source Financial Advisors LLC | 1,617 | $825.0K | 0.24% | −45−2.7% | Reduced |
| Prelude Capital Management, LLC | 1,620 | $826.0K | 0.04% | +1,620 | New |
| Sovereign Financial Group, Inc. | 1,622 | $827.0K | 0.31% | +234+16.9% | Added |
| Five Oceans Advisors | 1,623 | $828.0K | 0.74% | +33+2.1% | Added |
| Shepherd Kaplan Krochuk, LLC | 1,628 | $830.0K | 0.32% | −331−16.9% | Reduced |
| Gould Asset Management LLC | 1,628 | $830.0K | 0.24% | +300+22.6% | Added |
| Cary Street Partner Investment Advisory LLC | 1,630 | $831.0K | 0.23% | +113+7.4% | Added |
| Sunburst Financial Group, LLC | 1,631 | $832.0K | 0.41% | +57+3.6% | Added |
| Oxinas Partners Wealth Management LLC | 1,635 | $834.0K | 0.52% | +1+0.1% | Added |
| Meadow Creek Wealth Advisors LLC | 1,640 | $836.0K | 0.91% | −238−12.7% | Reduced |
| Seven Springs Wealth Group, LLC | 1,640 | $836.0K | 0.40% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 1,641 | $837.0K | 0.18% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 1,643 | $838.0K | 0.13% | −771−31.9% | Reduced |
| Fortitude Advisory Group L.L.C. | 1,648 | $840.0K | 0.45% | +251+18.0% | Added |
| Mark Stevens | 1,655 | $844.0K | 0.09% | −118−6.7% | Reduced |
| Hexagon Capital Partners LLC | 1,660 | $847.0K | 0.22% | −5−0.3% | Reduced |