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 |
|---|---|---|---|---|---|
| Ascent Group, LLC | 13,423 | $6.84M | 0.80% | +438+3.4% | Added |
| Marietta Wealth Management, LLC | 13,400 | $6.83M | 1.43% | −18−0.1% | Reduced |
| Vanguard Capital Wealth Advisors | 13,391 | $6.83M | 4.88% | +54+0.4% | Added |
| Paradigm Financial Partners, LLC | 12,839 | $6.83M | 1.52% | +420+3.4% | Added |
| Stonegate Investment Group, LLC | 13,308 | $6.79M | 0.22% | −101−0.8% | Reduced |
| PKO Investment Management Joint-Stock Co | 13,296 | $6.78M | 0.82% | −3,700−21.8% | Reduced |
| Hotaling Investment Management, LLC | 13,290 | $6.78M | 2.60% | +80+0.6% | Added |
| Arkadios Wealth Advisors | 13,281 | $6.77M | 0.89% | −173−1.3% | Reduced |
| Reliant Investment Management, LLC | 13,230 | $6.75M | 3.46% | +246+1.9% | Added |
| Western Wealth Management, LLC | 13,174 | $6.72M | 0.33% | +7,061+115.5% | Added |
| Change Path, LLC | 13,142 | $6.70M | 0.35% | +2,370+22.0% | Added |
| Dynamic Advisor Solutions LLC | 13,115 | $6.69M | 0.47% | −584−4.3% | Reduced |
| Barings LLC | 13,093 | $6.68M | 0.20% | −2,691−17.0% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 13,000 | $6.63M | 1.81% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 12,862 | $6.56M | 2.58% | +1,192+10.2% | Added |
| Coastline Trust Co | 12,830 | $6.54M | 0.79% | −520−3.9% | Reduced |
| HAP Trading, LLC | 12,826 | $6.54M | 0.74% | −14,650−53.3% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 12,826 | $6.54M | 1.77% | +149+1.2% | Added |
| Silvant Capital Management LLC | 12,778 | $6.52M | 1.24% | −141−1.1% | Reduced |
| J. W. Coons Advisors, LLC | 12,745 | $6.49M | 1.94% | +111+0.9% | Added |
| Hilltop Holdings Inc. | 12,717 | $6.49M | 0.73% | +3,398+36.5% | Added |
| Meristem Family Wealth, LLC | 12,665 | $6.46M | 0.70% | −47,570−79.0% | Reduced |
| Community Bank & Trust, Waco, Texas | 12,657 | $6.46M | 1.85% | +52+0.4% | Added |
| Thoroughbred Financial Services, LLC | 12,624 | $6.44M | 1.05% | +3,577+39.5% | Added |
| Horizon Investment Services, LLC | 12,608 | $6.43M | 3.37% | −409−3.1% | Reduced |
| Tradition Wealth Management, LLC | 12,600 | $6.42M | 0.82% | +178+1.4% | Added |
| Ayrshire Capital Management LLC | 12,588 | $6.42M | 3.78% | −3,079−19.7% | Reduced |
| High Note Wealth, LLC | 12,588 | $6.42M | 2.26% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 12,565 | $6.41M | 0.47% | +371+3.0% | Added |
| Integrated Wealth Concepts LLC | 12,545 | $6.40M | 0.20% | −1,268−9.2% | Reduced |
| Fulton Bank, N.A. | 12,467 | $6.36M | 0.30% | −3,192−20.4% | Reduced |
| NBT Bank N A | 12,468 | $6.36M | 0.85% | −307−2.4% | Reduced |
| Global Retirement Partners, LLC | 12,739 | $6.34M | 0.50% | +12,739 | New |
| Jasper Ridge Partners, L.P. | 12,405 | $6.33M | 0.31% | 00.0% | Unchanged |
| Culbertson A N & Co Inc | 12,397 | $6.32M | 1.19% | +810+7.0% | Added |
| Tower Bridge Advisors | 12,331 | $6.29M | 0.42% | +665+5.7% | Added |
| Optimum Investment Advisors | 12,294 | $6.27M | 2.64% | −40.0% | Reduced |
| Zions Bancorporation, N.A. | 12,294 | $6.27M | 0.56% | +2,613+27.0% | Added |
| West Family Investments, Inc. | 12,243 | $6.24M | 1.78% | +8+0.1% | Added |
| Dorchester Wealth Management Co | 9,734 | $6.20M | 0.99% | −905−8.5% | Reduced |
| Zeke Capital Advisors, LLC | 12,160 | $6.20M | 0.31% | +11,604+2,087.1% | Added |
| Asset Dedication, LLC | 12,014 | $6.19M | 0.69% | −378−3.1% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 12,131 | $6.19M | 2.09% | +217+1.8% | Added |
| Foundations Investment Advisors, LLC | 11,539 | $6.17M | 0.24% | −308−2.6% | Reduced |
| Lountzis Asset Management, LLC | 12,097 | $6.17M | 3.42% | −11−0.1% | Reduced |
| Boston Financial Mangement LLC | 11,998 | $6.12M | 0.23% | −419−3.4% | Reduced |
| Lynch Asset Management, Inc. | 12,000 | $6.12M | 4.37% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 11,940 | $6.09M | 0.57% | +546+4.8% | Added |
| Sawtooth Solutions, LLC | 11,816 | $6.03M | 0.74% | −6,700−36.2% | Reduced |
| Edgestream Partners, L.P. | 11,793 | $6.01M | 0.48% | +11,793 | New |
| Wealth Advisory Solutions, LLC | 11,791 | $6.01M | 1.25% | +11,791 | New |
| Connable Office Inc | 11,768 | $6.00M | 0.80% | +454+4.0% | Added |
| Massachusetts Financial Services Co | 11,691 | $5.96M | 0.00% | −956−7.6% | Reduced |
| Plancorp, LLC | 11,681 | $5.96M | 0.39% | +230+2.0% | Added |
| Resources Management Corp | 11,651 | $5.94M | 0.83% | +36+0.3% | Added |
| Bank of New Hampshire | 11,635 | $5.93M | 1.44% | −130−1.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,524 | $5.88M | 0.51% | −108−0.9% | Reduced |
| Barbara Oil Co. | 11,500 | $5.87M | 2.69% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 11,497 | $5.86M | 1.14% | +980+9.3% | Added |
| Naples Global Advisors, LLC | 11,472 | $5.85M | 0.68% | +103+0.9% | Added |
| Puzo Michael J | 11,470 | $5.85M | 1.76% | −160−1.4% | Reduced |
| HGK Asset Management Inc | 11,468 | $5.85M | 1.84% | −699−5.7% | Reduced |
| Kidder Stephen W | 11,448 | $5.84M | 1.89% | +12+0.1% | Added |
| Squarepoint Ops LLC | 11,423 | $5.83M | 0.04% | −22,435−66.3% | Reduced |
| Winton Group Ltd | 11,406 | $5.82M | 0.31% | +4,995+77.9% | Added |
| Acropolis Investment Management, LLC | 11,399 | $5.81M | 0.53% | −1,711−13.1% | Reduced |
| Mutual Advisors, LLC | 11,377 | $5.80M | 0.33% | −370−3.1% | Reduced |
| RBA Wealth Management, LLC | 11,357 | $5.79M | 2.78% | −484−4.1% | Reduced |
| Belpointe Asset Management LLC | 11,340 | $5.79M | 0.35% | +275+2.5% | Added |
| Bray Capital Advisors | 11,303 | $5.76M | 1.48% | −244−2.1% | Reduced |
| Moneta Group Investment Advisors LLC | 11,301 | $5.76M | 0.23% | +635+6.0% | Added |
| Stiles Financial Services Inc | 11,282 | $5.75M | 2.88% | −34−0.3% | Reduced |
| Berkshire Asset Management LLC | 11,267 | $5.75M | 0.36% | −276−2.4% | Reduced |
| Hohimer Wealth Management, LLC | 11,253 | $5.74M | 1.13% | −1,077−8.7% | Reduced |
| Lake Street Advisors Group, LLC | 11,211 | $5.72M | 0.36% | +696+6.6% | Added |
| CMH Wealth Management LLC | 11,197 | $5.71M | 1.76% | +132+1.2% | Added |
| Ballentine Partners, LLC | 11,098 | $5.66M | 0.18% | +359+3.3% | Added |
| Kingsview Wealth Management, LLC | 11,089 | $5.66M | 0.25% | +1,444+15.0% | Added |
| Affinity Investment Advisors, LLC | 11,060 | $5.64M | 2.31% | −250−2.2% | Reduced |
| Gamble Jones Investment Counsel | 11,034 | $5.63M | 0.35% | −100−0.9% | Reduced |
| Csenge Advisory Group | 11,022 | $5.62M | 0.44% | +743+7.2% | Added |
| Bank of Nova Scotia Trust Co | 10,980 | $5.60M | 0.49% | −513−4.5% | Reduced |
| Pegasus Partners Ltd. | 10,978 | $5.60M | 0.98% | −669−5.7% | Reduced |
| Bristlecone Advisors, LLC | 10,978 | $5.60M | 0.69% | +45+0.4% | Added |
| Checchi Capital Advisers, LLC | 10,953 | $5.59M | 0.57% | +113+1.0% | Added |
| SlateStone Wealth, LLC | 10,919 | $5.57M | 1.24% | −815−6.9% | Reduced |
| Pensionfund Sabic | 10,900 | $5.56M | 1.39% | −3,400−23.8% | Reduced |
| Mirador Capital Partners LP | 10,879 | $5.55M | 1.12% | +167+1.6% | Added |
| Strategic Wealth Advisors Group, LLC | 10,817 | $5.53M | 0.21% | +10,817 | New |
| Banco de Sabadell, S.A | 10,807 | $5.52M | 3.20% | +405+3.9% | Added |
| Souders Financial Advisors | 10,798 | $5.51M | 1.59% | −20−0.2% | Reduced |
| Bank of Hawaii | 10,796 | $5.50M | 0.30% | +1,177+12.2% | Added |
| Capital Analysts, LLC | 10,790 | $5.50M | 0.35% | −540−4.8% | Reduced |
| Tower View Investment Management & Research LLC | 10,750 | $5.48M | 2.95% | +29+0.3% | Added |
| Pictet Bank & Trust Ltd | 10,743 | $5.48M | 3.07% | −677−5.9% | Reduced |
| Cornerstone Wealth Group, LLC | 10,724 | $5.47M | 1.00% | +2,966+38.2% | Added |
| Kinneret Advisory, LLC | 10,705 | $5.46M | 0.60% | +239+2.3% | Added |
| Bryn Mawr Trust Co | 10,692 | $5.45M | 0.21% | −691−6.1% | Reduced |
| Solidarilty Wealth, LLC | 10,132 | $5.45M | 3.08% | +10,132 | New |
| Fairhaven Wealth Management, LLC | 10,659 | $5.44M | 2.21% | +158+1.5% | Added |