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 |
|---|---|---|---|---|---|
| Wilbanks Smith & Thomas Asset Management LLC | 28,735 | $14.4M | 0.57% | +117+0.4% | Added |
| King Wealth | 28,137 | $14.3M | 2.82% | +381+1.4% | Added |
| Bright Rock Capital Management, LLC | 27,938 | $14.2M | 3.36% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 27,904 | $14.2M | 1.74% | −1,403−4.8% | Reduced |
| Ameritas Investment Partners, Inc. | 27,880 | $14.2M | 0.51% | −453−1.6% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 27,844 | $14.2M | 1.29% | −1,256−4.3% | Reduced |
| Appleton Partners Inc | 27,846 | $14.2M | 1.16% | −482−1.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 27,800 | $14.2M | 1.26% | +3,159+12.8% | Added |
| Kornitzer Capital Management Inc | 27,722 | $14.1M | 0.23% | −583−2.1% | Reduced |
| EP Wealth Advisors, LLC | 27,709 | $14.1M | 0.31% | −236−0.8% | Reduced |
| Cohen Klingenstein LLC | 27,700 | $14.1M | 0.59% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 27,637 | $14.1M | 0.26% | +3,758+15.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 27,281 | $14.1M | 0.19% | −7,678−22.0% | Reduced |
| Girard Partners Ltd. | 27,499 | $14.0M | 1.53% | +1,174+4.5% | Added |
| Allworth Financial LP | 27,127 | $13.8M | 0.18% | +15,102+125.6% | Added |
| Logan Capital Management Inc | 27,023 | $13.8M | 0.67% | +42+0.2% | Added |
| Ashton Thomas Private Wealth, LLC | 26,943 | $13.7M | 1.20% | +3,550+15.2% | Added |
| Level Four Advisory Services, LLC | 26,782 | $13.7M | 1.07% | +965+3.7% | Added |
| Vestcor Inc | 26,738 | $13.6M | 0.47% | +5,163+23.9% | Added |
| Cullinan Associates Inc | 26,513 | $13.5M | 0.71% | −1,932−6.8% | Reduced |
| TD Private Client Wealth LLC | 26,185 | $13.4M | 0.57% | +257+1.0% | Added |
| D L Carlson Investment Group Inc | 26,166 | $13.3M | 2.22% | −337−1.3% | Reduced |
| Schmidt P J Investment Management Inc | 26,130 | $13.3M | 2.95% | −960−3.5% | Reduced |
| Jefferies Group LLC | 26,018 | $13.3M | 0.31% | −54,052−67.5% | Reduced |
| Engine No. 1 LLC | 25,900 | $13.2M | 5.95% | +19,449+301.5% | Added |
| Telemus Capital, LLC | 25,870 | $13.2M | 1.15% | −579−2.2% | Reduced |
| Hilton Capital Management, LLC | 25,849 | $13.2M | 1.41% | +12,369+91.8% | Added |
| First Citizens Bank & Trust Co | 25,817 | $13.2M | 0.51% | +2,387+10.2% | Added |
| Connors Investor Services Inc | 25,802 | $13.2M | 1.37% | +12,833+99.0% | Added |
| BerganKDV Wealth Management, LLC | 25,796 | $13.2M | 1.41% | +557+2.2% | Added |
| Heritage Trust Co | 25,790 | $13.2M | 1.86% | +325+1.3% | Added |
| Sigma Planning Corp | 25,575 | $13.0M | 0.39% | −1,249−4.7% | Reduced |
| Quest Investment Management LLC | 25,564 | $13.0M | 1.24% | −7,253−22.1% | Reduced |
| Segment Wealth Management, LLC | 25,509 | $13.0M | 1.34% | +1,134+4.7% | Added |
| Wedbush Securities Inc | 25,456 | $13.0M | 0.59% | −622−2.4% | Reduced |
| Parkman Healthcare Partners LLC | 25,327 | $12.9M | 3.78% | −12,496−33.0% | Reduced |
| Grimes & Company, Inc. | 25,237 | $12.9M | 0.67% | −1,066−4.1% | Reduced |
| American Portfolios Advisors | 25,172 | $12.8M | 0.44% | −2,234−8.2% | Reduced |
| Tudor Investment Corp Et Al | 25,003 | $12.8M | 0.33% | +18,770+301.1% | Added |
| Highlander Capital Management, LLC | 24,940 | $12.7M | 5.95% | +500+2.0% | Added |
| Motley Fool Asset Management LLC | 24,836 | $12.7M | 0.93% | +429+1.8% | Added |
| First National Bank of Omaha | 24,796 | $12.6M | 0.65% | −133−0.5% | Reduced |
| Bridgeway Capital Management, LLC | 24,620 | $12.6M | 0.24% | +3,320+15.6% | Added |
| Muhlenkamp & Co Inc | 24,481 | $12.5M | 4.35% | +85+0.3% | Added |
| Wetherby Asset Management Inc | 24,362 | $12.4M | 0.71% | +733+3.1% | Added |
| Richard Bernstein Advisors LLC | 24,346 | $12.4M | 0.25% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 24,319 | $12.4M | 1.29% | −1,226−4.8% | Reduced |
| Terry L. Blaker | 24,264 | $12.4M | 1.01% | −127−0.5% | Reduced |
| Gotham Asset Management, LLC | 24,150 | $12.3M | 0.38% | −2,450−9.2% | Reduced |
| Prudential PLC | 24,098 | $12.3M | 0.18% | +23,342+3,087.6% | Added |
| Spearhead Capital Advisors, LLC | 24,015 | $12.2M | 1.52% | +664+2.8% | Added |
| American Trust | 23,854 | $12.2M | 0.82% | +5,148+27.5% | Added |
| Ledyard National Bank | 23,760 | $12.1M | 1.21% | −755−3.1% | Reduced |
| L & S Advisors Inc | 23,666 | $12.1M | 1.43% | +3,297+16.2% | Added |
| Scholtz & Company, LLC | 23,652 | $12.1M | 4.76% | +1,011+4.5% | Added |
| Banque Cantonale Vaudoise | 23,544 | $12.0M | 0.52% | +199+0.9% | Added |
| Avantax Advisory Services, Inc. | 23,351 | $11.9M | 0.16% | +3,182+15.8% | Added |
| Parsec Financial Management, Inc. | 23,297 | $11.9M | 0.50% | +2,353+11.2% | Added |
| Redpoint Investment Management Pty Ltd | 23,133 | $11.8M | 1.18% | +836+3.7% | Added |
| China Universal Asset Management Co., Ltd. | 23,069 | $11.8M | 4.16% | −6,545−22.1% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 23,038 | $11.7M | 1.31% | −41−0.2% | Reduced |
| IndexIQ Advisors LLC | 23,011 | $11.7M | 0.42% | −1,372−5.6% | Reduced |
| Central Bank & Trust Co | 22,776 | $11.6M | 1.85% | +384+1.7% | Added |
| Ninety One SA (PTY) Ltd | 22,494 | $11.6M | 3.24% | +135+0.6% | Added |
| Cim, LLC | 21,395 | $11.5M | 2.14% | +18,324+596.7% | Added |
| Everence Capital Management Inc | 22,530 | $11.5M | 0.88% | −1,370−5.7% | Reduced |
| First Hawaiian Bank | 22,531 | $11.5M | 0.36% | +2,178+10.7% | Added |
| Catalyst Capital Advisors LLC | 22,468 | $11.5M | 0.50% | −1,175−5.0% | Reduced |
| Greenleaf Trust | 22,442 | $11.4M | 0.14% | +1,432+6.8% | Added |
| HRT Financial LP | 22,422 | $11.4M | 0.08% | +12,169+118.7% | Added |
| Profund Advisors LLC | 22,397 | $11.4M | 0.48% | −3,170−12.4% | Reduced |
| Cresset Asset Management, LLC | 22,286 | $11.4M | 0.12% | −3,782−14.5% | Reduced |
| Fulcrum Capital LLC | 22,283 | $11.4M | 3.04% | −97−0.4% | Reduced |
| Morse Asset Management, Inc | 22,189 | $11.3M | 2.81% | −263−1.2% | Reduced |
| Conning Inc. | 22,139 | $11.3M | 0.31% | −1,578−6.7% | Reduced |
| Core Alternative Capital | 22,004 | $11.2M | 3.00% | −1,647−7.0% | Reduced |
| Gifford Fong Associates | 22,000 | $11.2M | 2.05% | 00.0% | Unchanged |
| Alerus Financial NA | 21,889 | $11.2M | 0.95% | −512−2.3% | Reduced |
| Shelton Capital Management | 21,845 | $11.1M | 0.41% | +4,200+23.8% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 21,800 | $11.1M | 2.46% | +21,800 | New |
| Sargent Bickham Lagudis LLC | 21,687 | $11.1M | 0.86% | +148+0.7% | Added |
| Tocqueville Asset Management L.P. | 21,615 | $11.0M | 0.17% | +138+0.6% | Added |
| Glenview Trust Co | 21,583 | $11.0M | 0.36% | +81+0.4% | Added |
| Goelzer Investment Management, Inc. | 21,568 | $11.0M | 0.95% | −214−1.0% | Reduced |
| Leavell Investment Management, Inc. | 21,538 | $11.0M | 0.75% | +21+0.1% | Added |
| Hudson Valley Investment Advisors Inc | 21,520 | $11.0M | 1.48% | −258−1.2% | Reduced |
| Somerville Kurt F | 21,340 | $10.9M | 1.75% | −1,442−6.3% | Reduced |
| Cetera Advisors LLC | 21,335 | $10.9M | 0.22% | +2,249+11.8% | Added |
| Pathstone Family Office, LLC | 20,322 | $10.9M | 0.25% | −1,707−7.7% | Reduced |
| Security National Bank | 21,265 | $10.8M | 2.48% | +135+0.6% | Added |
| Orion Portfolio Solutions, LLC | 21,243 | $10.8M | 0.38% | +1,733+8.9% | Added |
| Roundview Capital LLC | 21,212 | $10.8M | 1.11% | +434+2.1% | Added |
| St Germain D J Co Inc | 21,140 | $10.8M | 0.61% | −30.0% | Reduced |
| Stonebridge Capital Advisors LLC | 21,035 | $10.7M | 1.16% | +571+2.8% | Added |
| Marvin & Palmer Associates Inc | 21,023 | $10.7M | 4.83% | +21,023 | New |
| Gladstone Institutional Advisory LLC | 20,785 | $10.6M | 0.72% | +4,033+24.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 20,736 | $10.6M | 0.39% | −102−0.5% | Reduced |
| Arnhold LLC | 20,649 | $10.5M | 1.18% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 20,639 | $10.5M | 1.53% | +555+2.8% | Added |
| B. Riley Wealth Management, Inc. | 20,605 | $10.5M | 0.81% | −1,996−8.8% | Reduced |