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 |
|---|---|---|---|---|---|
| Sepio Capital, LP | 6,828 | $3.48M | 0.31% | −2,566−27.3% | Reduced |
| Gouws Capital LLC | 6,818 | $3.48M | 2.83% | +473+7.5% | Added |
| Townsend & Associates, Inc | 6,363 | $3.47M | 1.60% | +184+3.0% | Added |
| Seven Eight Capital, LP | 6,800 | $3.47M | 0.46% | +6,800 | New |
| Summit X, LLC | 6,797 | $3.46M | 0.85% | −57−0.8% | Reduced |
| Royal Fund Management, LLC | 6,779 | $3.46M | 0.51% | −28−0.4% | Reduced |
| Wunderlich Capital Managemnt | 6,764 | $3.45M | 1.63% | −69−1.0% | Reduced |
| S.E.E.D. Planning Group LLC | 6,753 | $3.44M | 1.47% | −414−5.8% | Reduced |
| TrinityPoint Wealth, LLC | 6,740 | $3.44M | 0.62% | −970−12.6% | Reduced |
| Canandaigua National Corp | 6,725 | $3.43M | 0.52% | +230+3.5% | Added |
| Philadelphia Trust Co | 6,724 | $3.43M | 0.27% | −86−1.3% | Reduced |
| HWG Holdings LP | 6,696 | $3.42M | 1.71% | +2,702+67.7% | Added |
| Siena Capital LLC | 6,695 | $3.41M | 1.93% | −951−12.4% | Reduced |
| Griffin Asset Management, Inc. | 6,695 | $3.41M | 0.44% | +21+0.3% | Added |
| Legacy Wealth Management, LLC | 6,691 | $3.41M | 1.78% | +8+0.1% | Added |
| TCWP LLC | 6,681 | $3.41M | 0.62% | −547−7.6% | Reduced |
| Cypress Capital Group | 6,670 | $3.40M | 0.42% | −23−0.3% | Reduced |
| Harvest Volatility Management LLC | 6,668 | $3.40M | 0.38% | +3,495+110.1% | Added |
| Birch Capital Management, LLC | 6,664 | $3.40M | 2.09% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 6,656 | $3.40M | 0.92% | −167−2.4% | Reduced |
| Sheets Smith Wealth Management | 6,616 | $3.37M | 0.47% | −1,247−15.9% | Reduced |
| Carret Asset Management, LLC | 6,604 | $3.37M | 0.39% | +316+5.0% | Added |
| Great Diamond Partners, LLC | 6,604 | $3.37M | 0.94% | +413+6.7% | Added |
| Stokes Family Office, LLC | 6,563 | $3.35M | 0.44% | +609+10.2% | Added |
| Elgethun Capital Management | 6,558 | $3.34M | 1.13% | +17+0.3% | Added |
| DF Dent & Co Inc | 6,545 | $3.34M | 0.04% | +32+0.5% | Added |
| Forum Financial Management, LP | 6,535 | $3.33M | 0.16% | −6−0.1% | Reduced |
| Centric Wealth Management | 6,533 | $3.33M | 1.05% | +52+0.8% | Added |
| Lazard Freres Gestion S.A.S. | 6,532 | $3.33M | 0.10% | −3,068−32.0% | Reduced |
| Rossmore Private Capital | 6,518 | $3.32M | 0.52% | +5+0.1% | Added |
| Condor Capital Management | 6,513 | $3.32M | 0.37% | −33−0.5% | Reduced |
| Elmwood Wealth Management, Inc. | 6,506 | $3.32M | 1.71% | +110+1.7% | Added |
| First Horizon Advisors, Inc. | 6,486 | $3.31M | 0.18% | −695−9.7% | Reduced |
| Renasant Bank | 6,480 | $3.31M | 2.22% | +361+5.9% | Added |
| SevenBridge Financial Group, LLC | 6,458 | $3.29M | 1.16% | −544−7.8% | Reduced |
| 180 Wealth Advisors, LLC | 6,120 | $3.29M | 0.72% | +579+10.4% | Added |
| Claraphi Advisory Network, LLC | 6,451 | $3.29M | 0.95% | +3,720+136.2% | Added |
| Strategic Wealth Partners, Ltd. | 6,431 | $3.28M | 0.64% | −368−5.4% | Reduced |
| Barometer Capital Management Inc. | 6,431 | $3.28M | 0.60% | +6,431 | New |
| Eads & Heald Wealth Management | 6,430 | $3.28M | 1.52% | −121−1.8% | Reduced |
| Steadfast Capital Management (UK) Ltd. | 6,422 | $3.27M | 4.58% | −1,282−16.6% | Reduced |
| Summit Financial, LLC | 6,412 | $3.27M | 0.26% | +613+10.6% | Added |
| Bank Hapoalim BM | 6,407 | $3.27M | 0.34% | +2,559+66.5% | Added |
| Tealwood Asset Management Inc | 6,398 | $3.26M | 1.38% | −70−1.1% | Reduced |
| Chemistry Wealth Management LLC | 6,360 | $3.24M | 1.11% | +6,360 | New |
| LMR Partners LLP | 6,327 | $3.23M | 0.05% | +6,327 | New |
| Fulcrum Asset Management LLP | – | $3.21M | 0.94% | – | – |
| Sofos Investments, Inc. | 12,771 | $3.20M | 0.27% | −13,345−51.1% | Reduced |
| Brendel Financial Advisors LLC | 6,275 | $3.20M | 1.74% | +6,275 | New |
| Glen Eagle Advisors, LLC | 6,275 | $3.20M | 0.84% | +1,183+23.2% | Added |
| Breiter Capital Management Inc | 6,259 | $3.19M | 1.58% | +7+0.1% | Added |
| Windsor Group LTD | 5,839 | $3.19M | 0.59% | −10−0.2% | Reduced |
| Transcend Wealth Collective, LLC | 6,244 | $3.18M | 0.28% | +539+9.4% | Added |
| Parisi Gray Wealth Management | 6,240 | $3.18M | 1.29% | −130−2.0% | Reduced |
| Notis-McConarty Edward | 6,234 | $3.18M | 1.13% | +208+3.5% | Added |
| Procyon Private Wealth Partners, LLC | 6,212 | $3.17M | 0.66% | +639+11.5% | Added |
| Burns J W & Co Inc | 6,197 | $3.16M | 0.50% | +254+4.3% | Added |
| Wealthsource Partners, LLC | 6,194 | $3.16M | 0.21% | −173−2.7% | Reduced |
| StoneX Group Inc. | 6,183 | $3.15M | 0.25% | +2,184+54.6% | Added |
| Atlas Private Wealth Management | 6,150 | $3.14M | 1.82% | +153+2.6% | Added |
| AXS Investments LLC | 6,136 | $3.13M | 1.25% | −2,274−27.0% | Reduced |
| American National Registered Investment Advisor, Inc. | 6,102 | $3.11M | 1.11% | −235−3.7% | Reduced |
| Dempze Nancy E | 6,079 | $3.10M | 2.26% | +316+5.5% | Added |
| Investment Research & Advisory Group, Inc. | 6,075 | $3.10M | 1.97% | −150−2.4% | Reduced |
| Fairbanks Capital Management, Inc. | 6,072 | $3.10M | 2.30% | −8−0.1% | Reduced |
| Financial Advisory Service, Inc. | 6,072 | $3.10M | 0.29% | +422+7.5% | Added |
| CX Institutional | 6,059 | $3.09M | 0.25% | −6,396−51.4% | Reduced |
| Monetta Financial Services Inc | 6,000 | $3.06M | 2.54% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 5,994 | $3.06M | 0.23% | +5,994 | New |
| Sugarloaf Wealth Management, LLC | 5,959 | $3.05M | 0.72% | +162+2.8% | Added |
| Rehmann Capital Advisory Group | 5,977 | $3.05M | 0.29% | −28−0.5% | Reduced |
| Occidental Asset Management, LLC | 5,975 | $3.05M | 0.78% | +89+1.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,954 | $3.04M | 0.55% | +1,059+21.6% | Added |
| Shepherd Financial Partners LLC | 5,930 | $3.02M | 0.54% | +358+6.4% | Added |
| Wealth Architects, LLC | 5,911 | $3.01M | 0.51% | 00.0% | Unchanged |
| FourThought Financial, LLC | 5,889 | $3.01M | 0.38% | +179+3.1% | Added |
| Alta Capital Management LLC | 5,902 | $3.01M | 0.18% | +237+4.2% | Added |
| Platte River Wealth Advisors, LLC | 5,862 | $2.99M | 1.09% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 5,850 | $2.98M | 1.38% | +22+0.4% | Added |
| Algert Global LLC | 5,839 | $2.98M | 0.19% | −38−0.6% | Reduced |
| Freedom Day Solutions, LLC | 5,838 | $2.98M | 1.28% | −193−3.2% | Reduced |
| Richwood Investment Advisors, LLC | 5,831 | $2.97M | 2.66% | +340+6.2% | Added |
| Money Concepts Capital Corp | 5,832 | $2.97M | 0.17% | +1,664+39.9% | Added |
| Arabesque Asset Management Ltd | 5,828 | $2.97M | 1.03% | +5,200+828.0% | Added |
| Fukoku Mutual Life Insurance Co | 5,802 | $2.96M | 0.22% | −1,868−24.4% | Reduced |
| Menard Financial Group LLC | 5,796 | $2.96M | 2.91% | −28−0.5% | Reduced |
| Choate Investment Advisors | 5,779 | $2.95M | 0.16% | +943+19.5% | Added |
| BBR Partners, LLC | 5,768 | $2.94M | 0.28% | −711−11.0% | Reduced |
| Van Cleef Asset Management,Inc | 5,744 | $2.93M | 0.42% | −245−4.1% | Reduced |
| Columbia Trust Co 01012016 | 5,473 | $2.93M | 1.37% | +890+19.4% | Added |
| Ashburton (Jersey) Ltd | 5,610 | $2.92M | 1.17% | +237+4.4% | Added |
| Northeast Financial Group, Inc. | 5,726 | $2.92M | 2.07% | +314+5.8% | Added |
| Strategic Global Advisors, LLC | 5,709 | $2.91M | 0.43% | +210+3.8% | Added |
| Fosun International Ltd | 5,703 | $2.91M | 0.25% | +3,708+185.9% | Added |
| Bigelow Investment Advisors, LLC | 5,694 | $2.90M | 1.36% | +233+4.3% | Added |
| IMA Wealth, Inc. | 5,687 | $2.90M | 0.67% | −1,593−21.9% | Reduced |
| River Wealth Advisors LLC | 5,686 | $2.90M | 0.46% | +963+20.4% | Added |
| Regency Capital Management Inc. | 5,677 | $2.90M | 2.10% | −41−0.7% | Reduced |
| Decatur Capital Management, Inc. | 5,668 | $2.89M | 1.68% | −1,779−23.9% | Reduced |
| Brown Miller Wealth Management, LLC | 5,655 | $2.88M | 1.67% | +124+2.2% | Added |