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 | 3,054 | $202.4B |
| Q4 2025 | 3,311 | $248.2B |
| Q3 2025 | 3,168 | $253.5B |
| Q2 2025 | 3,185 | $241.1B |
| Q1 2025 | 3,613 | $424.3B |
| Q4 2024 | 3,684 | $409.5B |
| Q3 2024 | 3,476 | $474.6B |
| Q2 2024 | 3,406 | $411.9B |
| Q1 2024 | 3,384 | $398.9B |
| Q4 2023 | 3,421 | $428.0B |
| Q3 2023 | 3,144 | $407.5B |
| Q2 2023 | 3,136 | $388.4B |
| Q1 2023 | 3,114 | $383.6B |
| Q4 2022 | 3,159 | $434.2B |
| Q3 2022 | 2,998 | $413.5B |
| Q2 2022 | 2,964 | $422.0B |
| Q1 2022 | 2,965 | $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 |
|---|---|---|---|---|---|
| Primecap Management Co | 16,205 | $8.26M | 0.01% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 16,157 | $8.24M | 1.65% | +2,005+14.2% | Added |
| Jupiter Asset Management Ltd | 16,125 | $8.22M | 0.10% | +5,957+58.6% | Added |
| Prospera Financial Services Inc | 16,094 | $8.21M | 0.34% | +4,675+40.9% | Added |
| Murphy Capital Management Inc | 16,097 | $8.21M | 0.95% | −157−1.0% | Reduced |
| Arjuna Capital | 16,091 | $8.21M | 3.42% | −328−2.0% | Reduced |
| Sigma Investment Counselors Inc | 16,083 | $8.20M | 0.59% | +60+0.4% | Added |
| Asset Planning Services Inc | 16,060 | $8.19M | 4.69% | 00.0% | Unchanged |
| Value Partners Investments Inc. | 16,029 | $8.17M | 0.69% | −1,924−10.7% | Reduced |
| Highline Capital Management, L.P. | 16,021 | $8.17M | 9.92% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 16,009 | $8.16M | 1.20% | +358+2.3% | Added |
| Harbour Capital Advisors, LLC | 15,982 | $8.15M | 2.23% | +77+0.5% | Added |
| Advisory Services Network, LLC | 15,975 | $8.14M | 0.24% | +330+2.1% | Added |
| Cape Cod Five Cents Savings Bank | 15,950 | $8.13M | 0.82% | −291−1.8% | Reduced |
| Dakota Wealth Management | 15,910 | $8.11M | 0.66% | +3,296+26.1% | Added |
| King Luther Capital Management Corp | 15,891 | $8.10M | 0.04% | +1,873+13.4% | Added |
| GHP Investment Advisors, Inc. | 15,753 | $8.03M | 0.53% | −132−0.8% | Reduced |
| Autus Asset Management, LLC | 15,663 | $7.99M | 1.20% | −2,995−16.1% | Reduced |
| Icon Wealth Partners, LLC | 15,663 | $7.99M | 0.80% | +4,052+34.9% | Added |
| Woodmont Investment Counsel LLC | 15,480 | $7.89M | 0.91% | +557+3.7% | Added |
| Busey Wealth Management | 15,432 | $7.87M | 0.31% | +36+0.2% | Added |
| HBK Sorce Advisory LLC | 15,418 | $7.86M | 0.43% | −2,096−12.0% | Reduced |
| Exchange Traded Concepts, LLC | 15,396 | $7.85M | 0.16% | +15,194+7,521.8% | Added |
| Eagle Capital Management, LLC | 15,369 | $7.84M | 2.92% | −43−0.3% | Reduced |
| Private Advisory Group LLC | 15,361 | $7.83M | 1.53% | −4,572−22.9% | Reduced |
| Lester Murray Antman dba SimplyRich | 15,308 | $7.81M | 2.73% | −24−0.2% | Reduced |
| Arrow Financial Corp | 15,290 | $7.80M | 0.93% | −73−0.5% | Reduced |
| YorkBridge Wealth Partners, LLC | 15,274 | $7.79M | 1.71% | −22−0.1% | Reduced |
| Clearstead Advisors, LLC | 15,272 | $7.79M | 0.53% | +987+6.9% | Added |
| Symmetry Partners, LLC | 15,260 | $7.78M | 0.49% | +7,672+101.1% | Added |
| Icon Advisers Inc | 15,219 | $7.76M | 1.32% | 00.0% | Unchanged |
| Alapocas Investment Partners, Inc. | 15,216 | $7.76M | 6.66% | −1,757−10.4% | Reduced |
| Rothschild Capital Partners, LLC | 15,163 | $7.73M | 2.71% | −482−3.1% | Reduced |
| Capital Investment Advisors, LLC | 15,128 | $7.71M | 0.24% | −421−2.7% | Reduced |
| Armstrong Shaw Associates Inc | 15,083 | $7.69M | 6.43% | −200−1.3% | Reduced |
| Brookstone Capital Management | 14,311 | $7.69M | 0.15% | −1,293−8.3% | Reduced |
| Alcosta Capital Management, Inc. | 15,064 | $7.68M | 5.52% | −314−2.0% | Reduced |
| Liberty Capital Management, Inc. | 15,029 | $7.66M | 2.24% | −84−0.6% | Reduced |
| Marshall & Sullivan Inc | 15,025 | $7.66M | 4.27% | −885−5.6% | Reduced |
| Frontier Wealth Management LLC | 14,345 | $7.66M | 0.10% | +884+6.6% | Added |
| IBM Retirement Fund | 15,008 | $7.65M | 1.08% | −655−4.2% | Reduced |
| Cunning Capital Partners, LP | 15,000 | $7.65M | 5.27% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 14,998 | $7.65M | 0.17% | −5,189−25.7% | Reduced |
| Chemung Canal Trust Co | 14,985 | $7.64M | 1.48% | −859−5.4% | Reduced |
| Metis Global Partners, LLC | 14,975 | $7.64M | 0.92% | +6,467+76.0% | Added |
| Spinnaker Trust | 14,898 | $7.60M | 0.51% | −2,115−12.4% | Reduced |
| TCTC Holdings, LLC | 14,858 | $7.58M | 0.31% | −14−0.1% | Reduced |
| Stokes Capital Advisors, LLC | 14,842 | $7.57M | 2.21% | +373+2.6% | Added |
| Beecher Investors Inc | 14,815 | $7.55M | 8.75% | −400−2.6% | Reduced |
| Ulland Investment Advisors, LLC | 14,777 | $7.54M | 5.65% | +154+1.1% | Added |
| Smithbridge Asset Management Inc | 14,756 | $7.53M | 2.49% | +482+3.4% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 14,680 | $7.49M | 2.50% | −2,027−12.1% | Reduced |
| Altium Wealth Management LLC | 14,668 | $7.48M | 0.48% | +587+4.2% | Added |
| GPM Growth Investors, Inc. | 14,657 | $7.47M | 4.11% | +23+0.2% | Added |
| Executive Wealth Management, LLC | 14,548 | $7.42M | 0.81% | −2,517−14.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 14,524 | $7.41M | 0.27% | +487+3.5% | Added |
| Salem Investment Counselors Inc | 14,508 | $7.40M | 0.29% | +4,313+42.3% | Added |
| Resolute Capital Asset Partners LLC | 14,500 | $7.39M | 4.72% | +14,500 | New |
| AMG National Trust Bank | 14,482 | $7.39M | 0.24% | −464−3.1% | Reduced |
| Fundamentun, LLC | 14,482 | $7.38M | 1.23% | −517−3.4% | Reduced |
| Handelsinvest Investeringsforvaltning | 14,361 | $7.32M | 0.89% | −500−3.4% | Reduced |
| JCIC Asset Management Inc. | 14,312 | $7.30M | 2.26% | −254−1.7% | Reduced |
| Broadleaf Partners, LLC | 14,301 | $7.29M | 2.43% | +9+0.1% | Added |
| Monetary Management Group Inc | 14,255 | $7.27M | 1.93% | +40+0.3% | Added |
| Baker Tilly Wealth Management, LLC | 14,220 | $7.25M | 0.80% | +1,401+10.9% | Added |
| Gamco Investors, Inc. Et Al | 14,188 | $7.24M | 0.07% | +994+7.5% | Added |
| Sandy Spring Bank | 14,123 | $7.20M | 0.37% | −65−0.5% | Reduced |
| Buckhead Capital Management LLC | 14,047 | $7.16M | 1.55% | +946+7.2% | Added |
| Blue Fin Capital, Inc. | 14,006 | $7.14M | 2.07% | +119+0.9% | Added |
| Kovitz Investment Group Partners, LLC | 13,994 | $7.14M | 0.14% | +2,028+16.9% | Added |
| We Are One Seven, LLC | 13,964 | $7.12M | 0.77% | +2,075+17.5% | Added |
| Verdence Capital Advisors LLC | 13,950 | $7.11M | 0.81% | +6,044+76.4% | Added |
| Tiger Eye Capital LLC | 13,899 | $7.09M | 2.71% | −7,467−34.9% | Reduced |
| Fieldpoint Private Securities, LLC | 13,888 | $7.08M | 1.46% | −687−4.7% | Reduced |
| Perkins Coie Trust Co | 13,888 | $7.08M | 2.20% | −80−0.6% | Reduced |
| Pitcairn Co | 13,885 | $7.08M | 0.62% | 00.0% | Unchanged |
| AIA Group Ltd | 13,868 | $7.07M | 0.31% | +6,248+82.0% | Added |
| Ballast, Inc. | 13,860 | $7.07M | 2.72% | +294+2.2% | Added |
| Wolverine Trading, LLC | 13,547 | $7.06M | 0.21% | +7,816+136.4% | Added |
| Blueshift Asset Management, LLC | 13,814 | $7.04M | 0.64% | +7,989+137.2% | Added |
| SOL Capital Management CO | 13,810 | $7.04M | 1.27% | −825−5.6% | Reduced |
| Accredited Investors Inc. | 13,788 | $7.03M | 0.63% | +718+5.5% | Added |
| Venture Visionary Partners LLC | 13,787 | $7.03M | 0.47% | +1,469+11.9% | Added |
| Quantinno Capital Management LP | 13,762 | $7.02M | 1.07% | +1,500+12.2% | Added |
| Madison Wealth Management | 13,756 | $7.01M | 1.48% | −80−0.6% | Reduced |
| Montag A & Associates Inc | 13,726 | $7.00M | 0.37% | −98−0.7% | Reduced |
| Keeler Thomas Management LLC | 13,708 | $6.99M | 3.36% | +1,427+11.6% | Added |
| Balasa Dinverno & Foltz LLC | 13,703 | $6.99M | 0.47% | +943+7.4% | Added |
| CWA Asset Management Group, LLC | 13,646 | $6.96M | 0.53% | +35+0.3% | Added |
| Chicago Trust Co NA | 13,641 | $6.96M | 1.49% | −720−5.0% | Reduced |
| Koshinski Asset Management, Inc. | 13,615 | $6.94M | 0.57% | +397+3.0% | Added |
| Eudaimonia Partners, LLC | 13,599 | $6.93M | 1.18% | +13,599 | New |
| Capital Planning Advisors, LLC | 13,547 | $6.91M | 1.48% | +77+0.6% | Added |
| WSFS Capital Management, LLC | 13,548 | $6.91M | 1.93% | +8,881+190.3% | Added |
| NatWest Group plc | 13,547 | $6.91M | 3.33% | +13,547 | New |
| Trust Co of Vermont | 13,541 | $6.91M | 0.47% | +69+0.5% | Added |
| Asio Capital, LLC | 13,539 | $6.90M | 1.94% | +648+5.0% | Added |
| Broderick Brian C | 13,536 | $6.90M | 1.76% | +102+0.8% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 13,374 | $6.89M | 0.21% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 13,485 | $6.88M | 1.30% | +1,290+10.6% | Added |