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 |
|---|---|---|---|---|---|
| Diversified Trust Co | 39,140 | $20.0M | 0.70% | +8,103+26.1% | Added |
| Eagle Global Advisors LLC | 38,953 | $19.9M | 1.23% | −150.0% | Reduced |
| Shufro Rose & Co LLC | 38,918 | $19.8M | 1.53% | −12,617−24.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 38,854 | $19.8M | 0.72% | +3,298+9.3% | Added |
| Beacon Investment Advisory Services, Inc. | 38,852 | $19.8M | 0.85% | +122+0.3% | Added |
| Stillwater Capital Advisors, LLC | 38,677 | $19.7M | 3.17% | −2,157−5.3% | Reduced |
| Makena Capital Management LLC | 38,522 | $19.6M | 2.38% | −4,213−9.9% | Reduced |
| Abner Herrman & Brock LLC | 38,453 | $19.6M | 2.75% | −928−2.4% | Reduced |
| DuPont Capital Management Corp | 38,396 | $19.6M | 0.79% | −5,231−12.0% | Reduced |
| Punch & Associates Investment Management, Inc. | 38,343 | $19.6M | 1.11% | +90.0% | Added |
| Foyston, Gordon, & Payne Inc | 38,068 | $19.4M | 4.76% | −5,426−12.5% | Reduced |
| Edgar Lomax Co | 37,993 | $19.4M | 1.14% | −61,765−61.9% | Reduced |
| Curi Capital | 37,976 | $19.4M | 3.35% | −2,712−6.7% | Reduced |
| Suncoast Equity Management | 37,731 | $19.2M | 2.85% | −1,572−4.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 37,466 | $19.1M | 0.42% | −4,906−11.6% | Reduced |
| Earnest Partners LLC | 37,245 | $19.0M | 0.11% | 00.0% | Unchanged |
| Albion Financial Group | 37,195 | $19.0M | 1.61% | +719+2.0% | Added |
| JustInvest LLC | 36,806 | $18.8M | 0.91% | +6,374+20.9% | Added |
| Bragg Financial Advisors, Inc | 36,730 | $18.7M | 1.09% | +204+0.6% | Added |
| Stewart Asset Management, LLC | 36,714 | $18.7M | 9.95% | +2,697+7.9% | Added |
| Haverford Financial Services, Inc. | 36,666 | $18.7M | 4.61% | −3,248−8.1% | Reduced |
| Ethic Inc. | 36,633 | $18.7M | 1.29% | +4,868+15.3% | Added |
| Exencial Wealth Advisors, LLC | 36,458 | $18.6M | 0.94% | +18,509+103.1% | Added |
| Palisade Asset Management, LLC | 36,278 | $18.5M | 2.12% | −205−0.6% | Reduced |
| Middleton & Co Inc | 36,276 | $18.5M | 1.97% | −220−0.6% | Reduced |
| Cypress Capital Management LLC | 36,243 | $18.5M | 2.32% | −97−0.3% | Reduced |
| Pittenger & Anderson Inc | 36,069 | $18.4M | 0.90% | +1,777+5.2% | Added |
| Violich Capital Management, Inc. | 35,965 | $18.3M | 2.71% | −170−0.5% | Reduced |
| Siemens Fonds Invest GmbH | 35,836 | $18.3M | 1.48% | −18−0.1% | Reduced |
| Oak Ridge Investments LLC | 35,743 | $18.2M | 2.02% | −1,877−5.0% | Reduced |
| Ninety One North America, Inc. | 35,675 | $18.2M | 0.67% | +70+0.2% | Added |
| James Investment Research Inc | 35,621 | $18.2M | 1.91% | −837−2.3% | Reduced |
| Chesley Taft & Associates LLC | 33,981 | $18.1M | 1.06% | −1,919−5.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 35,502 | $18.1M | 0.67% | +3,377+10.5% | Added |
| Bell Asset Management Ltd | 35,198 | $17.9M | 3.09% | −2,191−5.9% | Reduced |
| Neville Rodie & Shaw Inc | 34,585 | $17.7M | 1.32% | +640+1.9% | Added |
| Horizon Investments, LLC | 34,720 | $17.7M | 0.50% | +4,184+13.7% | Added |
| Washington Trust Bank | 34,244 | $17.5M | 2.02% | −1,830−5.1% | Reduced |
| YHB Investment Advisors, Inc. | 34,147 | $17.4M | 1.54% | −1,639−4.6% | Reduced |
| Cubist Systematic Strategies, LLC | 34,116 | $17.4M | 0.15% | +28,830+545.4% | Added |
| Cinctive Capital Management LP | 34,069 | $17.4M | 0.78% | +5,962+21.2% | Added |
| Dorsey & Whitney Trust CO LLC | 34,047 | $17.4M | 1.52% | +109+0.3% | Added |
| HighTower Trust Services, LTA | 33,958 | $17.3M | 1.65% | +67+0.2% | Added |
| Cardinal Capital Management, Inc. | 33,834 | $17.3M | 0.84% | −12,179−26.5% | Reduced |
| Illinois Municipal Retirement Fund | 33,788 | $17.2M | 0.51% | 00.0% | Unchanged |
| Churchill Management Corp | 33,532 | $17.1M | 0.30% | +10,540+45.8% | Added |
| Distillate Capital Partners LLC | 33,514 | $17.1M | 2.43% | −407−1.2% | Reduced |
| Advisory Research Inc | 33,457 | $17.1M | 1.37% | −2,468−6.9% | Reduced |
| Wallington Asset Management, LLC | 33,446 | $17.1M | 2.95% | +490+1.5% | Added |
| Davis-Rea Ltd. | 192,455 | $17.0M | 8.94% | +185,529+2,678.7% | Added |
| Smith Group Asset Management, LLC | 33,094 | $16.9M | 0.89% | 00.0% | Unchanged |
| Veritable, L.P. | 32,961 | $16.8M | 0.26% | −374−1.1% | Reduced |
| Harbor Investment Advisory, LLC | 32,851 | $16.8M | 2.22% | +187+0.6% | Added |
| Sectoral Asset Management Inc | 32,700 | $16.7M | 2.96% | +2,400+7.9% | Added |
| PEAK6 Investments LLC | 32,663 | $16.7M | 0.50% | −2,859−8.0% | Reduced |
| Copeland Capital Management, LLC | 32,513 | $16.6M | 0.46% | −222−0.7% | Reduced |
| Lowe Brockenbrough & Co Inc | 32,455 | $16.6M | 1.22% | −669−2.0% | Reduced |
| Fidelity National Financial, Inc. | 32,440 | $16.5M | 1.65% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 32,315 | $16.5M | 0.29% | +789+2.5% | Added |
| Comerica Securities,inc. | 32,092 | $16.4M | 1.10% | −515−1.6% | Reduced |
| Addenda Capital Inc. | 32,070 | $16.4M | 0.67% | +308+1.0% | Added |
| Nicola Wealth Management Ltd. | 32,000 | $16.3M | 1.44% | +1,000+3.2% | Added |
| Alpha Cubed Investments, LLC | 31,987 | $16.3M | 1.04% | −2,327−6.8% | Reduced |
| Hancock Whitney Corp | 31,898 | $16.3M | 0.55% | −695−2.1% | Reduced |
| Atlantic Union Bankshares Corp | 31,735 | $16.2M | 1.42% | +23+0.1% | Added |
| Soros Capital Management LLC | 31,700 | $16.2M | 3.91% | +31,700 | New |
| Kings Point Capital Management | 31,639 | $16.1M | 1.41% | +1,268+4.2% | Added |
| Bank of the West | 31,506 | $16.1M | 1.66% | −1,270−3.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 31,304 | $16.0M | 8.03% | −797−2.5% | Reduced |
| D.A. Davidson & Co. | 31,165 | $15.9M | 0.17% | −1,112−3.4% | Reduced |
| Transform Wealth, LLC | 31,057 | $15.8M | 1.78% | −290−0.9% | Reduced |
| Adell Harriman & Carpenter Inc | 30,968 | $15.8M | 1.54% | +34+0.1% | Added |
| German American Bancorp, Inc. | 30,879 | $15.7M | 2.30% | +76+0.2% | Added |
| Howe & Rusling Inc | 30,715 | $15.7M | 1.81% | +445+1.5% | Added |
| Desjardins Global Asset Management Inc. | 30,631 | $15.6M | 1.36% | −1,996−6.1% | Reduced |
| Torray LLC | 30,588 | $15.6M | 2.50% | −3,840−11.2% | Reduced |
| CCM Investment Advisers LLC | 30,478 | $15.5M | 2.12% | −5,520−15.3% | Reduced |
| Independent Advisor Alliance | 30,462 | $15.5M | 0.75% | +5,801+23.5% | Added |
| Carlson Capital Management | 30,445 | $15.5M | 1.30% | +259+0.9% | Added |
| Atria Wealth Solutions, Inc. | 30,118 | $15.4M | 0.26% | +30,118 | New |
| Gabalex Capital Management LLC | 30,000 | $15.3M | 7.05% | 00.0% | Unchanged |
| Port Capital LLC | 29,738 | $15.2M | 1.05% | +29,738 | New |
| Benjamin F. Edwards & Company, Inc. | 29,678 | $15.1M | 0.68% | +1,347+4.8% | Added |
| Coronation Fund Managers Ltd. | 29,589 | $15.1M | 0.59% | −36,864−55.5% | Reduced |
| Madison Asset Management, LLC | 29,565 | $15.1M | 0.22% | +1,640+5.9% | Added |
| Pioneer Trust Bank N A | 29,344 | $15.0M | 4.08% | −294−1.0% | Reduced |
| EFG Asset Management (Americas) Corp. | 29,167 | $14.9M | 2.76% | +11,836+68.3% | Added |
| Amica Mutual Insurance Co | 29,166 | $14.9M | 1.75% | −1,334−4.4% | Reduced |
| Stonnington Group, LLC | 27,583 | $14.8M | 3.55% | +1,985+7.8% | Added |
| Argent Trust Co | 29,014 | $14.8M | 0.90% | +1,008+3.6% | Added |
| Buckingham Capital Management, Inc. | 28,799 | $14.7M | 2.41% | −1,697−5.6% | Reduced |
| Rafferty Asset Management, LLC | 28,790 | $14.7M | 0.09% | −2,866−9.1% | Reduced |
| Marks Group Wealth Management, Inc | 28,676 | $14.6M | 1.84% | +1,321+4.8% | Added |
| Leuthold Group, LLC | 28,643 | $14.6M | 1.87% | +895+3.2% | Added |
| Twin Capital Management Inc | 28,583 | $14.6M | 1.57% | −1,240−4.2% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 39,035 | $14.5M | 1.48% | – | – |
| Venturi Wealth Management, LLC | 28,513 | $14.5M | 1.12% | −1,503−5.0% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 28,411 | $14.5M | 0.44% | +944+3.4% | Added |
| Bridgecreek Investment Management, LLC | 28,230 | $14.4M | 2.13% | −565−2.0% | Reduced |
| Forbes J M & Co LLP | 28,224 | $14.4M | 1.82% | +228+0.8% | Added |