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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 31,818 | $5.43M | 0.07% | +18,310+135.5% | Added |
| Meridian Wealth Advisors, LLC | 10,634 | $5.42M | 1.26% | +1,088+11.4% | Added |
| Bowling Portfolio Management LLC | 10,619 | $5.42M | 1.17% | −3,831−26.5% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 10,588 | $5.40M | 1.63% | −5,621−34.7% | Reduced |
| PACK Private Wealth, LLC | 10,511 | $5.36M | 4.42% | 00.0% | Unchanged |
| Olstein Capital Management, L.P. | 10,500 | $5.36M | 0.67% | −500−4.5% | Reduced |
| RNC Capital Management LLC | 10,472 | $5.34M | 0.27% | −213−2.0% | Reduced |
| Moors & Cabot, Inc. | 10,466 | $5.34M | 0.33% | −42−0.4% | Reduced |
| Red Door Wealth Management, LLC | 10,458 | $5.33M | 1.79% | +278+2.7% | Added |
| Benson Investment Management Company, Inc. | 10,445 | $5.33M | 2.67% | +25+0.2% | Added |
| Virtue Capital Management, LLC | 10,439 | $5.32M | 0.84% | −1,678−13.8% | Reduced |
| Duncker Streett & Co Inc | 10,440 | $5.32M | 1.06% | −100−0.9% | Reduced |
| Waldron Private Wealth LLC | 10,437 | $5.32M | 0.27% | −166−1.6% | Reduced |
| WBI Investments | 10,598 | $5.31M | 0.86% | +10,598 | New |
| Equitable Holdings, Inc. | 10,220 | $5.21M | 0.09% | +363+3.7% | Added |
| Integrated Advisors Network LLC | 10,214 | $5.21M | 0.31% | −6,896−40.3% | Reduced |
| Baker Avenue Asset Management, LP | 10,212 | $5.21M | 0.28% | +1,547+17.9% | Added |
| Element Capital Management LLC | 10,187 | $5.20M | 2.60% | +10,187 | New |
| Kames Capital plc | 10,125 | $5.16M | 0.08% | −3,590−26.2% | Reduced |
| Clarius Group, LLC | 10,270 | $5.16M | 0.41% | 00.0% | Unchanged |
| Holderness Investments Co | 10,093 | $5.15M | 1.72% | −221−2.1% | Reduced |
| Mather Group, LLC. | 10,073 | $5.14M | 0.10% | +1,397+16.1% | Added |
| Advisors Capital Management, LLC | 10,067 | $5.13M | 0.14% | −2,057−17.0% | Reduced |
| Verition Fund Management LLC | 10,062 | $5.13M | 0.10% | +10,062 | New |
| Duff & Phelps Investment Management Co | 10,021 | $5.11M | 0.06% | +10+0.1% | Added |
| Bessemer Securities LLC | 10,010 | $5.11M | 1.49% | 00.0% | Unchanged |
| Sky Investment Group LLC | 10,001 | $5.10M | 1.08% | +47+0.5% | Added |
| Mount Yale Investment Advisors, LLC | 10,001 | $5.10M | 0.55% | +462+4.8% | Added |
| PCJ Investment Counsel Ltd. | 10,000 | $5.10M | 1.86% | +10,000 | New |
| Islet Management, LP | 10,000 | $5.10M | 0.63% | +10,000 | New |
| Karp Capital Management Corp | 9,978 | $5.09M | 0.74% | −3,463−25.8% | Reduced |
| Cox Capital Mgt LLC | 9,946 | $5.07M | 3.19% | −10−0.1% | Reduced |
| Nikulski Financial, Inc. | 9,938 | $5.07M | 2.14% | +206+2.1% | Added |
| Ocean Capital Management, LLC | 9,796 | $5.06M | 2.05% | −1,377−12.3% | Reduced |
| Lindenwold Advisors | 9,919 | $5.06M | 3.11% | +172+1.8% | Added |
| Savant Capital, LLC | 9,902 | $5.05M | 0.17% | +297+3.1% | Added |
| Chatham Capital Group, Inc. | 9,901 | $5.05M | 0.98% | −350−3.4% | Reduced |
| Jones Financial Companies LLLP | 9,899 | $5.05M | 0.01% | +9,325+1,624.6% | Added |
| Intrust Bank NA | 9,895 | $5.05M | 0.64% | −30−0.3% | Reduced |
| AlphaStar Capital Management, LLC | 9,877 | $5.04M | 0.41% | +541+5.8% | Added |
| Goodwin Daniel L | 9,730 | $4.96M | 2.15% | −120−1.2% | Reduced |
| Valeo Financial Advisors, LLC | 9,716 | $4.96M | 0.26% | +2,177+28.9% | Added |
| Enterprise Bank & Trust Co | 9,671 | $4.93M | 1.94% | −793−7.6% | Reduced |
| Unigestion Holding SA | 9,671 | $4.93M | 0.21% | +4,885+102.1% | Added |
| Brewin Dolphin Ltd | 9,662 | $4.93M | 0.20% | +689+7.7% | Added |
| Morris Capital Advisors, LLC | 9,609 | $4.90M | 3.80% | −243−2.5% | Reduced |
| Peloton Wealth Strategists | 9,491 | $4.89M | 2.04% | −100−1.0% | Reduced |
| Morgan Jess S & Co Inc | 9,583 | $4.89M | 3.56% | −923−8.8% | Reduced |
| Bond & Devick Financial Network, Inc. | 9,579 | $4.88M | 3.90% | −103−1.1% | Reduced |
| Univest Financial Corp | 9,572 | $4.88M | 1.38% | +8,288+645.5% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 9,520 | $4.86M | 0.01% | −4,376−31.5% | Reduced |
| Investment House LLC | 9,510 | $4.85M | 0.35% | 00.0% | Unchanged |
| Constitution Capital LLC | 9,502 | $4.85M | 2.66% | +3,166+50.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 9,496 | $4.84M | 1.62% | −40−0.4% | Reduced |
| LexAurum Advisors, LLC | 9,462 | $4.83M | 1.57% | +455+5.1% | Added |
| Trust Asset Management LLC | 9,460 | $4.82M | 0.59% | +302+3.3% | Added |
| Covenant Asset Management, LLC | 9,452 | $4.82M | 1.45% | +124+1.3% | Added |
| Whalerock Point Partners, LLC | 9,420 | $4.80M | 1.70% | +200+2.2% | Added |
| Stanley-Laman Group, Ltd. | 9,419 | $4.80M | 0.67% | +207+2.2% | Added |
| Budros, Ruhlin & Roe, Inc. | 9,411 | $4.80M | 0.51% | +2,053+27.9% | Added |
| Laidlaw Wealth Management LLC | 9,404 | $4.80M | 0.80% | +319+3.5% | Added |
| Orleans Capital Management Corp | 9,367 | $4.78M | 2.97% | −35−0.4% | Reduced |
| Gs Investments, Inc. | 9,112 | $4.78M | 2.70% | −82−0.9% | Reduced |
| Citizens National Bank Trust Department | 9,385 | $4.77M | 1.92% | −433−4.4% | Reduced |
| Regent Investment Management LLC | 9,313 | $4.75M | 1.10% | −230−2.4% | Reduced |
| Weik Capital Management | 9,280 | $4.73M | 1.87% | −40−0.4% | Reduced |
| Institutional & Family Asset Management, LLC | 9,280 | $4.73M | 0.75% | −62−0.7% | Reduced |
| Strategic Financial Services, Inc, | 9,273 | $4.73M | 0.36% | −926−9.1% | Reduced |
| Oak Associates, Ltd | 9,250 | $4.72M | 0.29% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 9,238 | $4.71M | 0.91% | +8,611+1,373.4% | Added |
| Unison Asset Management LLC | 9,224 | $4.70M | 4.04% | 00.0% | Unchanged |
| Wade G W & Inc | 9,180 | $4.68M | 0.20% | +893+10.8% | Added |
| River & Mercantile Asset Management LLP | 9,160 | $4.67M | 0.61% | 00.0% | Unchanged |
| United Capital Management of KS, Inc. | 9,161 | $4.67M | 1.81% | +20.0% | Added |
| AMP Capital Investors Ltd | 9,100 | $4.64M | 0.20% | +9,100 | New |
| Plimoth Trust Co LLC | 9,063 | $4.62M | 1.23% | +55+0.6% | Added |
| Timber Creek Capital Management LLC | 9,043 | $4.61M | 1.40% | +260+3.0% | Added |
| NWK Group, Inc. | 9,028 | $4.60M | 2.48% | +9,028 | New |
| Avestar Capital, LLC | 9,006 | $4.59M | 0.87% | −237−2.6% | Reduced |
| American National Insurance Co | 9,000 | $4.59M | 1.24% | −2,070−18.7% | Reduced |
| Quadrant Capital Group LLC | 8,983 | $4.58M | 0.55% | +86+1.0% | Added |
| Ritholtz Wealth Management | 8,969 | $4.57M | 0.31% | +1,132+14.4% | Added |
| Sequoia Financial Advisors, LLC | 8,922 | $4.55M | 0.11% | +1,419+18.9% | Added |
| RDA Financial Network | 8,886 | $4.53M | 1.91% | +759+9.3% | Added |
| Moody Lynn & Lieberson, LLC | 8,882 | $4.53M | 0.33% | −14−0.2% | Reduced |
| Keebeck Wealth Management, LLC | 8,870 | $4.52M | 0.75% | +286+3.3% | Added |
| Northeast Financial Consultants Inc | 8,813 | $4.49M | 0.26% | +30.0% | Added |
| Atlantic Trust, LLC | 8,798 | $4.49M | 2.98% | +105+1.2% | Added |
| Swaine & Leidel Wealth Services, LLC | 4,479 | $4.48M | 21.87% | +4,479 | New |
| Second Half Financial Partners, LLC | 12,038 | $4.48M | 3.57% | +12,038 | New |
| Martin Capital Partners, LLC | 8,753 | $4.46M | 2.04% | +343+4.1% | Added |
| Lincoln National Corp | 8,750 | $4.46M | 0.09% | −201−2.2% | Reduced |
| Resources Investment Advisors, LLC. | 8,741 | $4.46M | 0.17% | +42+0.5% | Added |
| Tranquility Partners, LLC | 8,740 | $4.46M | 2.09% | +162+1.9% | Added |
| Mitchell Capital Management Co | 8,692 | $4.43M | 0.99% | +629+7.8% | Added |
| Piscataqua Savings Bank | 8,688 | $4.43M | 3.16% | −705−7.5% | Reduced |
| High Pines Wealth Management, LLC | 8,673 | $4.42M | 3.25% | −20.0% | Reduced |
| Nicollet Investment Management, Inc. | 8,672 | $4.42M | 1.96% | −585−6.3% | Reduced |
| Wrapmanager Inc | 8,585 | $4.38M | 1.17% | −898−9.5% | Reduced |
| Gateway Advisory, LLC | 8,542 | $4.36M | 1.18% | +8,542 | New |