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 |
|---|---|---|---|---|---|
| Highland Capital Management, LLC | 20,475 | $10.4M | 0.63% | +230+1.1% | Added |
| Corient Capital Partners, LLC | 20,459 | $10.4M | 0.69% | +501+2.5% | Added |
| Strong Tower Advisory Services | 20,444 | $10.4M | 5.34% | −389−1.9% | Reduced |
| WoodTrust Financial Corp | 20,429 | $10.4M | 2.12% | −69−0.3% | Reduced |
| Live Oak Private Wealth LLC | 20,420 | $10.4M | 2.02% | +144+0.7% | Added |
| Citizens Business Bank | 20,407 | $10.4M | 1.26% | +684+3.5% | Added |
| Evoke Wealth, LLC | 20,269 | $10.3M | 0.34% | −443−2.1% | Reduced |
| American National Bank | 20,156 | $10.3M | 2.04% | −3,213−13.7% | Reduced |
| Greenwich Wealth Management LLC | 20,127 | $10.3M | 1.05% | −72−0.4% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $10.3M | 9.37% | +1,572+8.5% | Added |
| Greenline Partners, LLC | 20,084 | $10.2M | 1.92% | +85+0.4% | Added |
| Caldwell Trust Co | 19,965 | $10.2M | 1.21% | +62+0.3% | Added |
| Toroso Investments, LLC | 19,898 | $10.1M | 0.30% | +674+3.5% | Added |
| Arden Trust Co | 19,840 | $10.1M | 1.98% | −2,644−11.8% | Reduced |
| Estabrook Capital Management | 19,818 | $10.1M | 1.49% | −36−0.2% | Reduced |
| Covington Investment Advisors Inc. | 19,797 | $10.1M | 2.11% | −618−3.0% | Reduced |
| WESPAC Advisors SoCal, LLC | 19,796 | $10.1M | 3.11% | −508−2.5% | Reduced |
| Meridian Wealth Management, LLC | 19,790 | $10.1M | 1.10% | +729+3.8% | Added |
| Advanced Asset Management Advisors Inc | 19,570 | $9.98M | 2.19% | 00.0% | Unchanged |
| Credit Agricole S A | 19,449 | $9.92M | 0.31% | +1,348+7.4% | Added |
| Empirical Finance, LLC | 19,424 | $9.91M | 1.11% | +1,950+11.2% | Added |
| Cutler Group LP | 19,370 | $9.88M | 0.92% | +13,102+209.0% | Added |
| Motco | 19,311 | $9.85M | 0.64% | −632−3.2% | Reduced |
| Avitas Wealth Management LLC | 19,188 | $9.79M | 1.77% | +522+2.8% | Added |
| Coldstream Capital Management Inc | 19,111 | $9.75M | 0.34% | −715−3.6% | Reduced |
| Wright Investors Service Inc | 19,047 | $9.71M | 2.41% | +164+0.9% | Added |
| Sumitomo Life Insurance Co | 19,029 | $9.70M | 0.24% | −273−1.4% | Reduced |
| Triasima Portfolio Management inc. | 18,947 | $9.66M | 0.46% | +4,333+29.6% | Added |
| MainStreet Investment Advisors LLC | 18,923 | $9.65M | 0.90% | −339−1.8% | Reduced |
| Kesler, Norman & Wride, LLC | 18,901 | $9.64M | 2.14% | −96−0.5% | Reduced |
| Premier Asset Management LLC | 18,868 | $9.62M | 3.00% | −6,234−24.8% | Reduced |
| Chronos Wealth Management, LLC | 18,838 | $9.61M | 6.11% | −65−0.3% | Reduced |
| Princeton Global Asset Management LLC | 18,835 | $9.61M | 2.67% | +404+2.2% | Added |
| Balentine LLC | 18,831 | $9.60M | 0.33% | +10,080+115.2% | Added |
| ExodusPoint Capital Management, LP | 18,828 | $9.60M | 0.14% | +7,744+69.9% | Added |
| Ibex Wealth Advisors | 18,809 | $9.59M | 1.84% | +4,158+28.4% | Added |
| Kingdon Capital Management, L.L.C. | 18,700 | $9.54M | 1.62% | +18,700 | New |
| Great Valley Advisor Group, Inc. | 18,763 | $9.51M | 0.55% | +603+3.3% | Added |
| Berger Financial Group, Inc | 18,605 | $9.49M | 1.21% | +9,802+111.3% | Added |
| Ascent Wealth Partners, LLC | 18,601 | $9.49M | 1.77% | +2,515+15.6% | Added |
| Cambridge Financial Group, Inc. | 18,331 | $9.35M | 4.19% | −2,608−12.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 18,316 | $9.34M | 0.18% | +1,396+8.3% | Added |
| Apollon Wealth Management, LLC | 18,309 | $9.34M | 0.66% | +65+0.4% | Added |
| Axiom Investors LLC | 18,282 | $9.32M | 0.22% | +18,282 | New |
| Burt Wealth Advisors | 18,238 | $9.30M | 2.79% | −296−1.6% | Reduced |
| AdvisorNet Financial, Inc | 18,215 | $9.29M | 0.59% | +56+0.3% | Added |
| Farmers & Merchants Trust Co of Long Beach | 18,192 | $9.28M | 2.41% | −524−2.8% | Reduced |
| Brown Brothers Harriman & Co | 18,182 | $9.27M | 0.07% | −1,731−8.7% | Reduced |
| First Interstate Bank | 18,164 | $9.26M | 0.87% | +4,274+30.8% | Added |
| BTC Capital Management, Inc. | 18,120 | $9.24M | 0.91% | −1,564−7.9% | Reduced |
| Toth Financial Advisory Corp | 18,127 | $9.24M | 1.38% | +143+0.8% | Added |
| Axxcess Wealth Management, LLC | 18,120 | $9.24M | 0.74% | +1,295+7.7% | Added |
| Equitable Trust Co | 18,119 | $9.24M | 0.59% | −120−0.7% | Reduced |
| Jackson Wealth Management, LLC | 18,105 | $9.23M | 1.28% | −1,392−7.1% | Reduced |
| RiverFront Investment Group, LLC | 18,106 | $9.23M | 0.30% | +2,020+12.6% | Added |
| Fragasso Group Inc. | 18,103 | $9.23M | 1.09% | +99+0.5% | Added |
| Lincoln Capital Corp | 18,073 | $9.22M | 4.81% | +450+2.6% | Added |
| Contravisory Investment Management, Inc. | 18,030 | $9.20M | 2.61% | −619−3.3% | Reduced |
| LGT Fund Management Co Ltd. | 17,860 | $9.15M | 1.22% | +3,000+20.2% | Added |
| Assetmark, Inc | 17,919 | $9.14M | 0.04% | +9,621+115.9% | Added |
| Mission Wealth Management, LP | 17,777 | $9.07M | 0.43% | −2,338−11.6% | Reduced |
| Stratos Wealth Partners, LTD. | 17,711 | $9.03M | 0.20% | +5,414+44.0% | Added |
| Signaturefd, LLC | 17,687 | $9.02M | 0.27% | +387+2.2% | Added |
| Consolidated Investment Group LLC | 17,600 | $8.98M | 1.46% | +500+2.9% | Added |
| Sheaff Brock Investment Advisors, LLC | 17,568 | $8.96M | 0.80% | −722−3.9% | Reduced |
| Moody National Bank Trust Division | 17,505 | $8.93M | 0.28% | −2,305−11.6% | Reduced |
| Silvercrest Asset Management Group LLC | 17,320 | $8.83M | 0.06% | −156−0.9% | Reduced |
| S&T Bank | 17,118 | $8.73M | 1.32% | +105+0.6% | Added |
| Mader & Shannon Wealth Management, Inc. | 17,086 | $8.71M | 4.73% | +300+1.8% | Added |
| Weatherly Asset Management L. P. | 17,078 | $8.71M | 1.02% | −105−0.6% | Reduced |
| Donaldson Capital Management, LLC | 17,077 | $8.71M | 0.40% | +4,101+31.6% | Added |
| Wedge Capital Management L L P | 17,008 | $8.67M | 0.12% | +83+0.5% | Added |
| Sivik Global Healthcare LLC | 17,000 | $8.67M | 3.58% | −500−2.9% | Reduced |
| Elk River Wealth Management, LLC | 17,000 | $8.67M | 1.89% | +521+3.2% | Added |
| Cozad Asset Management Inc | 16,980 | $8.66M | 1.21% | −1,227−6.7% | Reduced |
| Evergreen Capital Management LLC | 16,957 | $8.65M | 0.35% | +124+0.7% | Added |
| BOK Financial Private Wealth, Inc. | 16,918 | $8.63M | 0.61% | +620+3.8% | Added |
| Empire Life Investments Inc. | 16,885 | $8.61M | 0.55% | −75−0.4% | Reduced |
| Stolper Co | 16,843 | $8.59M | 3.64% | −19−0.1% | Reduced |
| Mattern Capital Management, LLC | 16,739 | $8.54M | 1.53% | +56+0.3% | Added |
| Essex Financial Services, Inc. | 16,735 | $8.54M | 0.82% | −912−5.2% | Reduced |
| Anchor Investment Management, LLC | 16,707 | $8.52M | 1.07% | +475+2.9% | Added |
| Cigna Investments Inc | 16,648 | $8.49M | 1.05% | −4,735−22.1% | Reduced |
| Cubic Asset Management, LLC | 16,648 | $8.49M | 1.98% | −1,115−6.3% | Reduced |
| Meritage Portfolio Management | 16,641 | $8.49M | 0.53% | +226+1.4% | Added |
| Schechter Investment Advisors, LLC | 16,586 | $8.46M | 0.79% | +90+0.5% | Added |
| Guardian Capital Advisors LP | 15,816 | $8.44M | 0.82% | −37−0.2% | Reduced |
| Minot Wealth Management LLC | 16,519 | $8.42M | 1.81% | +156+1.0% | Added |
| Winmill & Co. Inc | 16,475 | $8.40M | 2.56% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 16,471 | $8.40M | 2.00% | +57+0.3% | Added |
| McKinley Carter Wealth Services, Inc. | 16,460 | $8.39M | 0.66% | +612+3.9% | Added |
| KMG Fiduciary Partners, LLC | 16,432 | $8.38M | 1.34% | −831−4.8% | Reduced |
| Sonora Investment Management Group, LLC | 16,434 | $8.38M | 0.95% | +1,308+8.6% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 16,402 | $8.37M | 0.32% | +3,337+25.5% | Added |
| Parallel Advisors, LLC | 16,029 | $8.35M | 0.33% | +2,669+20.0% | Added |
| KCM Investment Advisors LLC | 16,339 | $8.33M | 0.31% | −45−0.3% | Reduced |
| Kestra Private Wealth Services, LLC | 16,327 | $8.33M | 0.41% | −92−0.6% | Reduced |
| Pallas Capital Advisors LLC | 15,502 | $8.29M | 1.06% | +344+2.3% | Added |
| Meiji Yasuda Life Insurance Co | 16,251 | $8.29M | 0.14% | −605−3.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 16,233 | $8.28M | 0.44% | +343+2.2% | Added |