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 | 3,055 | $202.4B |
| Q4 2025 | 3,312 | $248.2B |
| Q3 2025 | 3,169 | $253.5B |
| Q2 2025 | 3,186 | $241.1B |
| Q1 2025 | 3,614 | $424.3B |
| Q4 2024 | 3,685 | $409.5B |
| Q3 2024 | 3,477 | $474.6B |
| Q2 2024 | 3,407 | $411.9B |
| Q1 2024 | 3,385 | $398.9B |
| Q4 2023 | 3,422 | $428.0B |
| Q3 2023 | 3,145 | $407.5B |
| Q2 2023 | 3,137 | $388.4B |
| Q1 2023 | 3,115 | $383.6B |
| Q4 2022 | 3,160 | $434.2B |
| Q3 2022 | 2,999 | $413.5B |
| Q2 2022 | 2,965 | $422.0B |
| Q1 2022 | 2,966 | $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 |
|---|---|---|---|---|---|
| Locust Wood Capital Advisers, LLC | 90,675 | $46.2M | 2.93% | +12,659+16.2% | Added |
| Montag & Caldwell, LLC | 90,612 | $46.2M | 5.15% | −1,384−1.5% | Reduced |
| Private Advisor Group, LLC | 90,354 | $46.1M | 0.35% | +11,541+14.6% | Added |
| Iron Triangle Partners LP | 90,014 | $45.9M | 5.46% | +30,014+50.0% | Added |
| Hantz Financial Services, Inc. | 89,773 | $45.8M | 1.35% | +5,335+6.3% | Added |
| Edmond de Rothschild Holding S.A. | 89,460 | $45.6M | 1.00% | +372+0.4% | Added |
| Todd Asset Management LLC | 89,274 | $45.5M | 1.00% | −753−0.8% | Reduced |
| WestEnd Advisors, LLC | – | $45.4M | 1.22% | – | – |
| AE Wealth Management LLC | 88,049 | $44.9M | 0.31% | +11,288+14.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 87,620 | $44.7M | 0.60% | +16,779+23.7% | Added |
| O'Shaughnessy Asset Management, LLC | 87,347 | $44.5M | 0.74% | +10,258+13.3% | Added |
| Worldquant Millennium Advisors LLC | 87,133 | $44.4M | 1.08% | −12,905−12.9% | Reduced |
| Aureus Asset Management, LLC | 87,037 | $44.4M | 2.95% | −4,483−4.9% | Reduced |
| Nomura Holdings Inc | 86,437 | $44.1M | 0.34% | +12,284+16.6% | Added |
| Vigilant Capital Management, LLC | 86,101 | $43.9M | 3.35% | −3,193−3.6% | Reduced |
| Auxier Asset Management | 85,917 | $43.8M | 6.95% | −728−0.8% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 85,906 | $43.8M | 2.37% | −14,953−14.8% | Reduced |
| Xponance, Inc. | 85,676 | $43.7M | 0.73% | +1,712+2.0% | Added |
| Tokio Marine Asset Management Co Ltd | 84,579 | $43.1M | 3.40% | −4,611−5.2% | Reduced |
| Wealthfront Advisers LLC | 84,578 | $43.1M | 0.19% | +12,315+17.0% | Added |
| Cornerstone Advisors, LLC | 84,000 | $42.8M | 2.52% | 00.0% | Unchanged |
| Bokf, NA | 83,630 | $42.6M | 0.70% | −3,416−3.9% | Reduced |
| Ancora Advisors, LLC | 82,921 | $42.3M | 1.03% | −4,568−5.2% | Reduced |
| First Eagle Investment Management, LLC | 82,785 | $42.2M | 0.10% | −18,479−18.2% | Reduced |
| Point72 Asset Management, L.P. | 82,542 | $42.1M | 0.19% | +74,342+906.6% | Added |
| Artisan Partners Limited Partnership | 81,800 | $41.7M | 0.06% | +20,315+33.0% | Added |
| South Dakota Investment Council | 81,170 | $41.4M | 0.82% | −27,490−25.3% | Reduced |
| Capital Advisors Inc | 80,917 | $41.3M | 1.13% | −1,680−2.0% | Reduced |
| McKinley Capital Management LLC /Delaware | 80,795 | $41.2M | 4.10% | −4,754−5.6% | Reduced |
| Whittier Trust Co | 80,746 | $41.2M | 0.69% | +186+0.2% | Added |
| First Foundation Advisors | 80,222 | $40.9M | 1.48% | +1,541+2.0% | Added |
| Wishbone Management, LP | 80,000 | $40.8M | 8.00% | −137,000−63.1% | Reduced |
| Stephens Inc | 78,971 | $40.3M | 0.66% | +4,485+6.0% | Added |
| Minneapolis Portfolio Management Group, LLC | 78,899 | $40.2M | 4.57% | −1,543−1.9% | Reduced |
| Campbell Newman Asset Management Inc | 78,822 | $40.2M | 3.87% | −9,930−11.2% | Reduced |
| Securian Asset Management, Inc | 78,248 | $39.9M | 0.78% | −1,095−1.4% | Reduced |
| Central Trust Co | 78,205 | $39.9M | 1.14% | −1,045−1.3% | Reduced |
| Bowen Hanes & Co Inc | 78,150 | $39.9M | 1.19% | −8,685−10.0% | Reduced |
| Flputnam Investment Management Co | 77,704 | $39.6M | 1.26% | +961+1.3% | Added |
| SP Asset Management | 77,662 | $39.6M | 4.26% | +1,096+1.4% | Added |
| Cerity Partners LLC | 79,293 | $39.5M | 0.61% | +70,367+788.3% | Added |
| Eagle Ridge Investment Management | 77,264 | $39.4M | 4.20% | −5,189−6.3% | Reduced |
| MUFG Americas Holdings Corp | 77,144 | $39.3M | 0.77% | +3,022+4.1% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 76,910 | $39.2M | 0.16% | +76,910 | New |
| Walleye Trading LLC | 76,480 | $39.0M | 0.80% | +44,340+138.0% | Added |
| Gradient Investments LLC | 76,123 | $38.8M | 1.00% | −2,278−2.9% | Reduced |
| Atria Investments LLC | 75,712 | $38.6M | 0.68% | +2,018+2.7% | Added |
| People's United Financial, Inc. | 75,672 | $38.6M | 1.10% | +1,239+1.7% | Added |
| Chilton Capital Management LLC | 75,377 | $38.4M | 2.02% | −1,601−2.1% | Reduced |
| Galvin, Gaustad & Stein, LLC | 75,185 | $38.3M | 3.46% | +554+0.7% | Added |
| Bailard, Inc. | 75,032 | $38.3M | 1.29% | +1,476+2.0% | Added |
| TPI Fund Managers Ltd | 74,891 | $38.2M | 4.92% | −2,298−3.0% | Reduced |
| Group One Trading, L.P. | 74,780 | $38.1M | 0.83% | +62,003+485.3% | Added |
| Sit Investment Associates Inc | 74,741 | $38.1M | 1.03% | −3,188−4.1% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 73,222 | $37.8M | 2.73% | −18,644−20.3% | Reduced |
| Chartwell Investment Partners, LLC | 73,525 | $37.5M | 1.25% | +1,259+1.7% | Added |
| ClariVest Asset Management LLC | 73,318 | $37.4M | 1.47% | −26,165−26.3% | Reduced |
| Achmea Investment Management B.V. | 73,270 | $37.4M | 0.97% | +73,270 | New |
| Elo Mutual Pension Insurance Co | 72,863 | $37.2M | 1.08% | +1,899+2.7% | Added |
| Pictet North America Advisors SA | 72,739 | $37.1M | 4.30% | −2,978−3.9% | Reduced |
| Maryland State Retirement & Pension System | 72,706 | $37.1M | 1.00% | +642+0.9% | Added |
| HealthCor Management, L.P. | 72,580 | $37.0M | 2.56% | +43,580+150.3% | Added |
| Cumberland Partners Ltd | 72,558 | $37.0M | 2.80% | +854+1.2% | Added |
| Eastern Bank | 71,464 | $36.4M | 1.69% | −584−0.8% | Reduced |
| Wesbanco Bank Inc | 70,763 | $36.1M | 1.37% | −9,335−11.7% | Reduced |
| Fulton Breakefield Broenniman LLC | 70,727 | $36.1M | 3.17% | +165+0.2% | Added |
| Lido Advisors, LLC | 70,508 | $36.0M | 0.68% | +6,082+9.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 70,421 | $35.9M | 0.57% | −8,241−10.5% | Reduced |
| Northwest & Ethical Investments L.P. | 70,247 | $35.8M | 1.15% | −23,081−24.7% | Reduced |
| PFS Investments Inc. | 69,724 | $35.6M | 0.67% | +7,025+11.2% | Added |
| RMB Capital Management, LLC | 69,462 | $35.4M | 1.12% | +501+0.7% | Added |
| Ossiam | 68,784 | $35.1M | 0.92% | −6,184−8.2% | Reduced |
| Davis R M Inc | 68,764 | $35.1M | 0.84% | +4,348+6.7% | Added |
| Raymond James Trust N.A. | 68,604 | $35.0M | 1.08% | +1,410+2.1% | Added |
| CWM, LLC | 68,551 | $35.0M | 0.25% | −94,572−58.0% | Reduced |
| Petrus Trust Company, LTA | 67,025 | $34.2M | 4.37% | −24,400−26.7% | Reduced |
| Braun Stacey Associates Inc | 66,700 | $34.0M | 1.41% | −3,486−5.0% | Reduced |
| Heritage Wealth Advisors | 66,543 | $33.9M | 1.88% | +3,684+5.9% | Added |
| Cetera Advisor Networks LLC | 66,529 | $33.9M | 0.41% | +5,065+8.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 66,412 | $33.9M | 1.30% | +7,153+12.1% | Added |
| Fiduciary Trust Co | 66,156 | $33.7M | 0.60% | −1,442−2.1% | Reduced |
| Roosevelt Investment Group LLC | 66,037 | $33.7M | 2.01% | +1,255+1.9% | Added |
| Regentatlantic Capital LLC | 66,023 | $33.7M | 0.95% | −579−0.9% | Reduced |
| Ashfield Capital Partners, LLC | 65,963 | $33.6M | 2.18% | −763−1.1% | Reduced |
| AltraVue Capital, LLC | 65,960 | $33.6M | 4.57% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 65,956 | $33.6M | 2.64% | −15,167−18.7% | Reduced |
| Associated Banc-Corp | 65,665 | $33.5M | 1.29% | +666+1.0% | Added |
| Heritage Investors Management Corp | 65,553 | $33.4M | 1.34% | −1,794−2.7% | Reduced |
| Farmers & Merchants Investments Inc | 64,913 | $33.1M | 1.25% | +2,583+4.1% | Added |
| Bowie Capital Management, LLC | 64,743 | $33.0M | 4.27% | −5,012−7.2% | Reduced |
| Synovus Financial Corp | 64,636 | $33.0M | 0.35% | −1,532−2.3% | Reduced |
| TownSquare Capital, LLC | 64,449 | $32.9M | 0.84% | +2,991+4.9% | Added |
| Rockland Trust Co | 64,411 | $32.8M | 2.09% | +2,835+4.6% | Added |
| Louisiana State Employees Retirement System | 59,400 | $32.4M | 0.77% | +400+0.7% | Added |
| Renaissance Group LLC | 63,392 | $32.3M | 1.46% | −12,632−16.6% | Reduced |
| Wedgewood Partners Inc | 63,216 | $32.2M | 4.55% | +10,750+20.5% | Added |
| First National Trust Co | 62,390 | $31.8M | 1.65% | +2,857+4.8% | Added |
| Williams Jones Wealth Management, LLC. | 62,373 | $31.8M | 0.44% | +1,103+1.8% | Added |
| Shell Asset Management Co | 62,265 | $31.8M | 0.75% | −4,771−7.1% | Reduced |
| Sabal Trust CO | 62,202 | $31.7M | 2.20% | −376−0.6% | Reduced |