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 |
|---|---|---|---|---|---|
| Burney Co | 62,199 | $31.7M | 1.46% | −2,150−3.3% | Reduced |
| Governors Lane LP | 62,000 | $31.6M | 2.45% | −19,600−24.0% | Reduced |
| Chilton Investment Co LLC | 60,323 | $30.8M | 0.74% | −44,440−42.4% | Reduced |
| Raub Brock Capital Management LP | 60,177 | $30.7M | 5.22% | −11,341−15.9% | Reduced |
| Kentucky Retirement Systems | 60,034 | $30.6M | 1.25% | +3,762+6.7% | Added |
| Vestor Capital, LLC | 60,003 | $30.6M | 3.04% | +983+1.7% | Added |
| Maple Capital Management, Inc. | 59,520 | $30.4M | 3.56% | +2,197+3.8% | Added |
| Gluskin Sheff & Assoc Inc | 59,156 | $30.2M | 1.31% | +6,031+11.4% | Added |
| Community Trust & Investment Co | 59,087 | $30.1M | 2.66% | −7,616−11.4% | Reduced |
| Barrett Asset Management, LLC | 58,125 | $29.6M | 1.24% | +3,875+7.1% | Added |
| Rhenman & Partners Asset Management AB | 58,000 | $29.6M | 2.92% | −62,000−51.7% | Reduced |
| Freestone Capital Holdings, LLC | 57,922 | $29.5M | 1.19% | +4,422+8.3% | Added |
| River Road Asset Management, LLC | 57,899 | $29.5M | 0.33% | −14,150−19.6% | Reduced |
| Brookfield Asset Management Inc. | 57,890 | $29.5M | 0.11% | +19,573+51.1% | Added |
| NFJ Investment Group, LLC | 57,879 | $29.5M | 0.60% | −4,115−6.6% | Reduced |
| Systematic Alpha Investments, LLC | 57,323 | $29.2M | 1.42% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 57,292 | $29.2M | 1.04% | −52,566−47.8% | Reduced |
| Dana Investment Advisors, Inc. | 56,759 | $28.9M | 1.33% | +41,706+277.1% | Added |
| Spire Wealth Management | 56,485 | $28.8M | 0.77% | −3,857−6.4% | Reduced |
| Guardian Capital LP | 56,137 | $28.6M | 0.56% | +3,084+5.8% | Added |
| Azimuth Capital Management LLC | 55,964 | $28.5M | 1.22% | +31+0.1% | Added |
| Penn Davis McFarland Inc | 55,490 | $28.3M | 4.54% | −506−0.9% | Reduced |
| Ziegler Capital Management, LLC | 55,461 | $28.3M | 1.20% | −1,640−2.9% | Reduced |
| Garrison Bradford & Associates Inc | 55,243 | $28.2M | 27.37% | −649−1.2% | Reduced |
| RBF Capital, LLC | 55,000 | $28.0M | 1.80% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 54,893 | $28.0M | 0.61% | +678+1.3% | Added |
| New Mexico Educational Retirement Board | 54,720 | $27.9M | 1.03% | −2,900−5.0% | Reduced |
| Peapack Gladstone Financial Corp | 54,302 | $27.7M | 0.54% | +4,713+9.5% | Added |
| Balyasny Asset Management LLC | 54,128 | $27.6M | 0.12% | +52,903+4,318.6% | Added |
| Palladium Partners LLC | 54,103 | $27.6M | 1.21% | +940+1.8% | Added |
| Focus Financial Network, Inc. | 53,830 | $27.5M | 1.91% | +33,044+159.0% | Added |
| Redmile Group, LLC | 53,445 | $27.3M | 0.85% | −51,043−48.9% | Reduced |
| D'Orazio & Associates, Inc. | 52,356 | $26.7M | 6.44% | +191+0.4% | Added |
| Blue Chip Partners, Inc. | 51,843 | $26.4M | 3.29% | +648+1.3% | Added |
| QV Investors Inc. | 51,554 | $26.3M | 1.87% | −5,726−10.0% | Reduced |
| Cohen Capital Management, Inc. | 51,272 | $26.1M | 4.58% | −75−0.1% | Reduced |
| Oppenheimer & Co Inc | 51,176 | $26.1M | 0.47% | +4,453+9.5% | Added |
| Stack Financial Management, Inc | 50,174 | $25.6M | 2.06% | +238+0.5% | Added |
| NewEdge Wealth, LLC | 49,820 | $25.4M | 1.13% | +4,381+9.6% | Added |
| Massmutual Trust Co FSB | 49,675 | $25.3M | 0.96% | +238+0.5% | Added |
| North Point Portfolio Managers Corp | 49,544 | $25.3M | 3.72% | −47−0.1% | Reduced |
| Meeder Asset Management Inc | 49,460 | $25.2M | 1.23% | +49,460 | New |
| Snowden Capital Advisors LLC | 49,413 | $25.2M | 1.01% | +5,198+11.8% | Added |
| Manning & Napier Group, LLC | 49,208 | $25.1M | 0.24% | −4,050−7.6% | Reduced |
| Callahan Advisors, LLC | 49,182 | $25.1M | 2.86% | −792−1.6% | Reduced |
| Hendershot Investments Inc. | 48,476 | $24.7M | 3.78% | +1,145+2.4% | Added |
| Pacer Advisors, Inc. | 48,466 | $24.7M | 0.20% | −564−1.2% | Reduced |
| Old National Bancorp | 48,347 | $24.7M | 0.91% | +618+1.3% | Added |
| Trust Co of Virginia | 47,624 | $24.3M | 2.59% | −1,221−2.5% | Reduced |
| Boston Private Wealth LLC | 47,455 | $24.2M | 0.33% | −7,791−14.1% | Reduced |
| Fisher Asset Management, LLC | 47,338 | $24.1M | 0.01% | −1,345,560−96.6% | Reduced |
| Beach Investment Counsel Inc | 47,079 | $24.0M | 2.54% | −5,893−11.1% | Reduced |
| Anchor Capital Advisors LLC | 46,880 | $23.9M | 0.51% | +45,557+3,443.5% | Added |
| Cetera Investment Advisers | 46,723 | $23.8M | 0.34% | +2,526+5.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 46,258 | $23.6M | 1.58% | +600+1.3% | Added |
| Private Capital Advisors, Inc. | 46,122 | $23.5M | 3.43% | +2,933+6.8% | Added |
| De Burlo Group Inc | 45,730 | $23.3M | 4.34% | +35,925+366.4% | Added |
| Advisor Partners LLC | 45,033 | $23.0M | 1.44% | +1,216+2.8% | Added |
| Hyperion Capital Advisors LP | 45,015 | $23.0M | 8.70% | −2,867−6.0% | Reduced |
| Allstate Corp | 44,747 | $22.8M | 0.61% | −27,329−37.9% | Reduced |
| Narwhal Capital Management | 44,626 | $22.8M | 2.66% | −1,904−4.1% | Reduced |
| Lockheed Martin Investment Management Co | 44,457 | $22.7M | 1.25% | +3,930+9.7% | Added |
| Aptus Capital Advisors, LLC | 44,407 | $22.6M | 0.70% | +4,052+10.0% | Added |
| Hemenway Trust Co LLC | 44,236 | $22.6M | 2.17% | +653+1.5% | Added |
| Citizens Financial Group Inc | 44,083 | $22.5M | 0.78% | −775−1.7% | Reduced |
| Front Barnett Associates LLC | 43,847 | $22.4M | 2.25% | +280+0.6% | Added |
| Granite Investment Partners, LLC | 43,788 | $22.3M | 0.76% | +24,352+125.3% | Added |
| Capital International Sarl | 43,701 | $22.3M | 1.11% | −1,885−4.1% | Reduced |
| Calamos Wealth Management LLC | 43,651 | $22.3M | 1.66% | +1,373+3.2% | Added |
| Vident Investment Advisory, LLC | 43,387 | $22.1M | 0.58% | −11,465−20.9% | Reduced |
| E. Ohman J:or Asset Management AB | 43,300 | $22.1M | 0.74% | +26,300+154.7% | Added |
| Picton Mahoney Asset Management | 43,200 | $22.0M | 0.82% | +10,320+31.4% | Added |
| Badgley Phelps Wealth Managers, LLC | 43,047 | $22.0M | 0.76% | −1,041−2.4% | Reduced |
| Colonial Trust Advisors | 42,896 | $21.9M | 2.59% | −97−0.2% | Reduced |
| LSV Asset Management | 42,890 | $21.9M | 0.04% | +3,340+8.4% | Added |
| BTR Capital Management Inc | 42,793 | $21.8M | 2.68% | −352−0.8% | Reduced |
| Novare Capital Management LLC | 42,551 | $21.7M | 2.31% | −2,612−5.8% | Reduced |
| Dowling & Yahnke LLC | 42,343 | $21.6M | 0.94% | −67−0.2% | Reduced |
| Crossmark Global Holdings, Inc. | 42,293 | $21.6M | 0.48% | +650+1.6% | Added |
| Sawgrass Asset Management LLC | 41,895 | $21.4M | 2.24% | −1,018−2.4% | Reduced |
| Ieq Capital, LLC | 41,858 | $21.3M | 0.51% | +3,947+10.4% | Added |
| First American Bank | 41,833 | $21.3M | 1.81% | +1,083+2.7% | Added |
| O'Shares Investment Advisers, LLC | 41,645 | $21.2M | 1.68% | +2,331+5.9% | Added |
| National Asset Management, Inc. | 41,471 | $21.2M | 0.69% | −2,341−5.3% | Reduced |
| FineMark National Bank & Trust | 41,230 | $21.0M | 0.84% | +132+0.3% | Added |
| JLB & Associates Inc | 41,071 | $20.9M | 3.13% | +697+1.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 40,800 | $20.8M | 1.14% | −4,371−9.7% | Reduced |
| Bamco Inc | 40,568 | $20.7M | 0.05% | −667−1.6% | Reduced |
| Marco Investment Management LLC | 40,423 | $20.6M | 2.09% | −572−1.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 40,308 | $20.6M | 1.16% | +5,109+14.5% | Added |
| Quadrature Capital Ltd | 39,911 | $20.4M | 0.82% | +24,247+154.8% | Added |
| Patten & Patten Inc | 39,757 | $20.3M | 1.48% | −469−1.2% | Reduced |
| Pinnacle Associates Ltd | 39,712 | $20.3M | 0.36% | +3,240+8.9% | Added |
| Mill Capital Management, LLC | 39,693 | $20.2M | 1.93% | +7,066+21.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 39,487 | $20.1M | 0.05% | +713+1.8% | Added |
| Stewart & Patten Co LLC | 39,421 | $20.1M | 3.23% | −505−1.3% | Reduced |
| LMCG Investments, LLC | 39,377 | $20.1M | 1.16% | +39,377 | New |
| Clough Capital Partners L P | 39,370 | $20.1M | 1.53% | +39,370 | New |
| GAM Holding AG | 39,237 | $20.0M | 0.99% | −9,622−19.7% | Reduced |
| Oxbow Advisors, LLC | 39,202 | $20.0M | 2.01% | −531−1.3% | Reduced |