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 |
|---|---|---|---|---|---|
| Becker Capital Management Inc | 8,529 | $4.35M | 0.18% | −27−0.3% | Reduced |
| Murphy Pohlad Asset Management LLC | 8,513 | $4.34M | 1.75% | −880−9.4% | Reduced |
| Private Trust Co NA | 8,509 | $4.34M | 0.68% | −2,529−22.9% | Reduced |
| JT Stratford LLC | 8,494 | $4.33M | 1.27% | −436−4.9% | Reduced |
| Proequities, Inc. | 8,474 | $4.32M | 0.32% | −1,631−16.1% | Reduced |
| Canal Capital Management, LLC | 8,435 | $4.30M | 1.16% | +8,013+1,898.8% | Added |
| SNS Financial Group, LLC | 8,407 | $4.29M | 0.50% | −20.0% | Reduced |
| Grove Bank & Trust | 8,393 | $4.28M | 0.84% | +359+4.5% | Added |
| Bogart Wealth, LLC | 8,385 | $4.28M | 0.37% | +922+12.4% | Added |
| Compton Wealth Advisory Group, LLC | 8,381 | $4.27M | 1.65% | +54+0.6% | Added |
| MU Investments Co., Ltd. | 8,200 | $4.27M | 4.66% | 00.0% | Unchanged |
| Scott & Selber, Inc. | 8,372 | $4.27M | 1.65% | −102−1.2% | Reduced |
| DeDora Capital, Inc. | 8,362 | $4.26M | 1.72% | +8,362 | New |
| Qtron Investments LLC | 8,345 | $4.26M | 0.95% | −586−6.6% | Reduced |
| Simmons Bank | 8,319 | $4.24M | 0.32% | +4,197+101.8% | Added |
| Empowered Funds, LLC | 8,285 | $4.22M | 0.46% | +5,199+168.5% | Added |
| Private Wealth Strategies, L.L.C. | 8,250 | $4.21M | 1.04% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 8,237 | $4.20M | 1.93% | +3,019+57.9% | Added |
| Charter Trust Co | 8,212 | $4.19M | 0.38% | +2,713+49.3% | Added |
| Mitchell & Pahl Private Wealth, LLC | 8,198 | $4.18M | 2.66% | +81+1.0% | Added |
| Foster & Motley Inc | 8,148 | $4.16M | 0.33% | −56−0.7% | Reduced |
| Community Bank, N.A. | 8,125 | $4.14M | 0.51% | −45−0.6% | Reduced |
| Legacy Capital Partners, Inc. | 8,105 | $4.13M | 1.36% | −30−0.4% | Reduced |
| Page Arthur B | 8,073 | $4.12M | 3.21% | −257−3.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 8,589 | $4.11M | 0.48% | +268+3.2% | Added |
| South State Corp. | 8,049 | $4.11M | 0.33% | +1,949+32.0% | Added |
| Family Legacy, Inc. | 8,025 | $4.09M | 1.71% | −206−2.5% | Reduced |
| Studio Investment Management LLC | 8,017 | $4.09M | 1.35% | −240−2.9% | Reduced |
| Field & Main Bank | 7,982 | $4.07M | 2.46% | −440−5.2% | Reduced |
| Fund Management at Engine No. 1 LLC | 7,973 | $4.07M | 1.02% | +7,973 | New |
| Union Heritage Capital, LLC | 7,900 | $4.03M | 2.24% | −100−1.3% | Reduced |
| Strategic Advisors LLC | 7,899 | $4.03M | 0.70% | −691−8.0% | Reduced |
| Pavadi Capital LLC | 7,854 | $4.00M | 3.53% | −1,206−13.3% | Reduced |
| Roanoke Asset Management Corp | 7,815 | $3.98M | 1.48% | −820−9.5% | Reduced |
| Chase Investment Counsel Corp | 7,807 | $3.98M | 1.74% | +11+0.1% | Added |
| NBW Capital LLC | 7,785 | $3.97M | 0.94% | −709−8.3% | Reduced |
| Johnson Financial Group, Inc. | 7,777 | $3.97M | 0.28% | −265−3.3% | Reduced |
| Wealthspire Advisors, LLC | 7,759 | $3.96M | 0.09% | −4,527−36.8% | Reduced |
| Phoenix Holdings Ltd. | 7,750 | $3.95M | 0.07% | +6,980+906.5% | Added |
| Forefront Wealth Management Inc. | 7,744 | $3.95M | 3.91% | +74+1.0% | Added |
| Kovack Advisors, Inc. | 7,722 | $3.94M | 0.41% | +337+4.6% | Added |
| Sentry Investment Management LLC | 7,686 | $3.92M | 1.25% | −1,181−13.3% | Reduced |
| Ameritas Advisory Services, LLC | 7,668 | $3.91M | 0.14% | +686+9.8% | Added |
| Strategic Capital Advisers, Inc. | 7,650 | $3.90M | 2.97% | −414−5.1% | Reduced |
| Bollard Group LLC | 7,628 | $3.89M | 0.12% | −188−2.4% | Reduced |
| Harbour Investment Management LLC | 7,603 | $3.88M | 1.89% | −105−1.4% | Reduced |
| Geneva Partners, LLC | 7,597 | $3.87M | 2.39% | −335−4.2% | Reduced |
| Capital Insight Partners, LLC | 7,574 | $3.86M | 0.79% | −220−2.8% | Reduced |
| Clear Harbor Asset Management, LLC | 7,571 | $3.86M | 0.44% | +19+0.3% | Added |
| Brighton Jones LLC | 7,566 | $3.86M | 0.18% | +128+1.7% | Added |
| Cypress Asset Management Inc | 7,523 | $3.84M | 1.13% | −1,575−17.3% | Reduced |
| Wealth Alliance | 7,506 | $3.83M | 0.78% | +80+1.1% | Added |
| Caldwell Investment Management Ltd. | 7,351 | $3.83M | 3.03% | −1,040−12.4% | Reduced |
| Connecticut Wealth Management, LLC | 7,476 | $3.81M | 0.29% | −638−7.9% | Reduced |
| West Branch Capital LLC | 7,451 | $3.80M | 1.82% | −528−6.6% | Reduced |
| Seeyond | 7,452 | $3.80M | 0.38% | +1,959+35.7% | Added |
| Veriti Management LLC | 7,429 | $3.79M | 0.46% | +558+8.1% | Added |
| Parallax Volatility Advisers, L.P. | 7,430 | $3.79M | 0.09% | +7,430 | New |
| Bensler, LLC | 7,418 | $3.78M | 0.80% | +138+1.9% | Added |
| K.J. Harrison & Partners Inc | 7,415 | $3.78M | 0.61% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 7,413 | $3.78M | 1.86% | +404+5.8% | Added |
| Delta Capital Management LLC | 7,410 | $3.78M | 2.52% | −1,401−15.9% | Reduced |
| Boenning & Scattergood, Inc. | 7,403 | $3.77M | 0.61% | +120+1.6% | Added |
| PFG Advisors | 7,337 | $3.74M | 0.38% | +1,262+20.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 7,318 | $3.73M | 0.54% | +1,006+15.9% | Added |
| Laurel Wealth Advisors, Inc. | 7,317 | $3.73M | 0.31% | −505−6.5% | Reduced |
| Raab & Moskowitz Asset Management LLC | 7,318 | $3.73M | 1.28% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 7,287 | $3.72M | 0.33% | +640+9.6% | Added |
| Hyman Charles D | 7,276 | $3.71M | 0.23% | 00.0% | Unchanged |
| Altman Advisors, Inc. | 7,253 | $3.70M | 1.91% | −60−0.8% | Reduced |
| AIMZ Investment Advisors, LLC | 7,229 | $3.69M | 1.52% | −245−3.3% | Reduced |
| True North Advisors, LLC | 7,230 | $3.69M | 0.99% | −196−2.6% | Reduced |
| Voya Financial Advisors, Inc. | 7,065 | $3.68M | 0.42% | +968+15.9% | Added |
| Royal Capital Wealth Management, LLC | 7,183 | $3.66M | 3.58% | +30.0% | Added |
| Cypress Capital, LLC | 7,161 | $3.65M | 0.45% | +330+4.8% | Added |
| Mechanics Bank Trust Department | 7,119 | $3.63M | 0.56% | +5+0.1% | Added |
| Westover Capital Advisors, LLC | 7,118 | $3.63M | 1.13% | +141+2.0% | Added |
| Heritage Wealth Management, LLC | 7,113 | $3.63M | 0.98% | +7,113 | New |
| TFG Advisers LLC | 7,089 | $3.62M | 1.66% | +60+0.9% | Added |
| Pinkerton Retirement Specialists, LLC | 7,070 | $3.61M | 0.80% | +237+3.5% | Added |
| City Holding Co | 7,070 | $3.60M | 0.58% | −14−0.2% | Reduced |
| Valley Brook Capital Group | 7,054 | $3.60M | 3.11% | +91+1.3% | Added |
| HM Capital Management, LLC | 7,043 | $3.59M | 1.31% | +597+9.3% | Added |
| SWS Partners | 7,025 | $3.59M | 2.35% | −2,884−29.1% | Reduced |
| GDS Wealth Management | 6,715 | $3.59M | 0.79% | +539+8.7% | Added |
| Legacy CG, LLC | 6,991 | $3.56M | 2.32% | +6,991 | New |
| Palouse Capital Management, Inc. | 6,990 | $3.56M | 1.57% | −184−2.6% | Reduced |
| Centre Asset Management, LLC | 6,981 | $3.56M | 1.13% | +6,981 | New |
| Proquility Private Wealth Partners, LLC | 7,426 | $3.56M | 1.48% | +1,665+28.9% | Added |
| Berkshire Bank | 6,947 | $3.54M | 0.84% | +1,049+17.8% | Added |
| Patten Group, Inc. | 6,933 | $3.54M | 0.99% | +6+0.1% | Added |
| Ashford Capital Management Inc | 6,920 | $3.53M | 0.38% | −694−9.1% | Reduced |
| Midwest Wealth Management Inc. | 6,907 | $3.52M | 2.14% | +137+2.0% | Added |
| MPS Loria Financial Planners, LLC | 6,897 | $3.52M | 1.48% | +19+0.3% | Added |
| Robertson Stephens Wealth Management, LLC | 6,876 | $3.51M | 0.30% | −99−1.4% | Reduced |
| Doyle Wealth Management | 6,872 | $3.50M | 0.25% | +220+3.3% | Added |
| Harrell Investment Partners, LLC | 6,874 | $3.50M | 1.24% | +267+4.0% | Added |
| Mattern Wealth Management LLC | 6,866 | $3.50M | 1.15% | +384+5.9% | Added |
| Principle Wealth Partners LLC | 6,847 | $3.49M | 0.37% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 6,829 | $3.48M | 0.49% | +260+4.0% | Added |