UnitedHealth Group Inc

UNH

Exchange: NYSE
Industry: Hospital & Medical Service Plans
SEC CIK: 0000731766

SEC filings (opens in a new tab)

In the last 90 days, UnitedHealth Group Inc insiders filed 0 open-market purchases and 2 sales; 3,394 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, Q2 2022

Institutional positions in UnitedHealth Group Inc as of Jun 30, 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; +42 vs. Q1 2022
Shares held: 821.3M; +6.89M (+0.8%) vs. Q1 2022
Total value: $422.0B; +$7.29B (+1.8%) vs. Q1 2022
New holders: 157; 1,225 more added
Sold out: 115; 1,225 more reduced

43 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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.

Institutional holdersQ2 2022: 2,965 institutions

Value heldQ2 2022: $422.0B

Institutions holding UNH and their total value by quarter
Quarter	Holders	Value
Q2 2026	3,394	$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, Q2 2022

Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q1 2022.

Institutions holding UNH in Q2 2022
Institution	Shares	Value	% of portfolio	Change in shares	Action
J.Safra Asset Management Corp	199	$0	0.00%	−74−27.1%	Reduced
First Command Advisory Services, Inc.	7	$0	0.00%	+7	New
Castleview Partners, LLC	10	$316	0.00%	−917−98.9%	Reduced
Old North State Trust, LLC	1	$354	0.32%	00.0%	Unchanged
IAG Wealth Partners, LLC	2	$1.00K	0.00%	−2−50.0%	Reduced
Moisand Fitzgerald Tamayo, LLC	7	$4.00K	0.00%	−6−46.2%	Reduced
Cedar Wealth Management, LLC	8	$4.00K	0.00%	00.0%	Unchanged
HBC Financial Services, PLLC	8	$4.00K	0.00%	00.0%	Unchanged
McMillion Capital Management Inc	8	$4.00K	0.00%	+8	New
Altshuler Shaham Ltd	10	$5.00K	0.00%	−316−96.9%	Reduced
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.	10	$5.00K	0.01%	00.0%	Unchanged
USA Financial Portformulas Corp	11	$6.00K	0.01%	−147−93.0%	Reduced
Knuff & Co LLC	11	$6.00K	0.00%	+11	New
HighMark Wealth Management LLC	13	$7.00K	0.01%	−32−71.1%	Reduced
Coastal Capital Group, Inc.	13	$7.00K	0.00%	00.0%	Unchanged
RE Dickinson Investment Advisors, LLC	14	$7.00K	0.01%	00.0%	Unchanged
Schubert & Co	16	$8.00K	0.01%	00.0%	Unchanged
Fairfield, Bush & Co.	15	$8.00K	0.00%	+15	New
Truvestments Capital LLC	16	$8.00K	0.00%	+16	New
Rocky Mountain Advisers, LLC	18	$9.00K	0.01%	00.0%	Unchanged
NewSquare Capital LLC	18	$9.00K	0.00%	00.0%	Unchanged
Belmont Capital, LLC	17	$9.00K	0.01%	00.0%	Unchanged
Longfellow Investment Management Co LLC	19	$10.0K	0.00%	00.0%	Unchanged
Pflug Koory, LLC	20	$10.0K	0.01%	00.0%	Unchanged
Bramshill Investments, LLC	22	$10.0K	0.00%	+22	New
Ranger Investment Management, L.P.	22	$11.0K	0.00%	00.0%	Unchanged
Paloma Partners Management Co	25	$13.0K	0.00%	−1,769−98.6%	Reduced
Bourgeon Capital Management LLC	26	$13.0K	0.00%	00.0%	Unchanged
Emfo, LLC	25	$13.0K	0.01%	00.0%	Unchanged
Fairfield Financial Advisors, LTD	32	$16.3K	0.01%	00.0%	Unchanged
Insight Financial Services	33	$17.0K	0.05%	00.0%	Unchanged
Bellwether Advisors, LLC	36	$18.0K	0.01%	−20−35.7%	Reduced
Mizuho Securities Co. Ltd.	36	$18.0K	0.00%	−1−2.7%	Reduced
Pacifica Partners Inc.	36	$19.0K	0.01%	00.0%	Unchanged
O'Dell Group, LLC	39	$20.0K	0.01%	00.0%	Unchanged
Global Wealth Management Investment Advisory, Inc.	39	$20.0K	0.01%	+9+30.0%	Added
Investors Research Corp	40	$21.0K	0.01%	−55−57.9%	Reduced
Arcadia Investment Management Corp	41	$21.0K	0.00%	00.0%	Unchanged
Axim Planning & Wealth	40	$21.0K	0.02%	+40	New
DB Wealth Management Group, LLC	43	$22.0K	0.01%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	42	$22.0K	0.01%	00.0%	Unchanged
Kelly Financial Services LLC	44	$22.4K	0.01%	00.0%	Unchanged
Goodman Advisory Group, LLC	44	$23.0K	0.01%	+44	New
Financial Enhancement Group LLC	50	$26.0K	0.01%	00.0%	Unchanged
Riggs Asset Managment Co. Inc.	54	$28.0K	0.01%	−200−78.7%	Reduced
Urban Wealth Management, LLC	57	$29.0K	0.10%	+57	New
Knott David M Jr	57	$29.0K	0.01%	+57	New
Advocacy Wealth Management Services, LLC	58	$30.0K	0.00%	00.0%	Unchanged
Annapolis Financial Services, LLC	58	$30.0K	0.01%	+1+1.8%	Added
Cascade Investment Advisors, Inc.	60	$30.8K	0.02%	00.0%	Unchanged
AlphaMark Advisors, LLC	60	$31.0K	0.01%	00.0%	Unchanged
Cranbrook Wealth Management, LLC	60	$31.0K	0.01%	00.0%	Unchanged
Stuart Chaussee & Associates, Inc.	61	$31.0K	0.07%	00.0%	Unchanged
Blue Bell Private Wealth Management, LLC	60	$31.0K	0.01%	+2+3.4%	Added
Johnson Midwest Financial, LLC	61	$31.0K	0.04%	+4+7.0%	Added
Rothschild & Co Wealth Management UK Ltd	61	$31.0K	0.00%	+61	New
Tucker Asset Management LLC	64	$32.9K	0.01%	00.0%	Unchanged
Baillie Gifford & Co	67	$34.0K	0.00%	00.0%	Unchanged
Bradley & Co. Private Wealth Management, LLC	70	$36.0K	0.04%	−58−45.3%	Reduced
Rise Advisors, LLC	72	$37.0K	0.04%	−4−5.3%	Reduced
Evolution Advisers, Inc.	75	$38.0K	0.03%	00.0%	Unchanged
Enterprise Trust & Investment Co	76	$39.0K	0.02%	+76	New
St. James Investment Advisors, LLC	76	$39.0K	0.08%	+76	New
Financial Synergies Wealth Advisors, Inc.	76	$39.0K	0.01%	−462−85.9%	Reduced
WFA of San Diego, LLC	79	$41.0K	0.04%	+79	New
Cedar Mountain Advisors, LLC	81	$42.0K	0.01%	00.0%	Unchanged
Level Financial Advisors, Inc.	90	$46.0K	0.03%	00.0%	Unchanged
PFG Private Wealth Management, LLC	91	$47.0K	0.03%	−23−20.2%	Reduced
Delos Wealth Advisors, LLC	94	$48.0K	0.05%	00.0%	Unchanged
Better Money Decisions, LLC	94	$48.0K	0.04%	+94	New
American Research & Management Co.	95	$49.0K	0.01%	00.0%	Unchanged
Trust Co	98	$50.0K	0.01%	00.0%	Unchanged
Beaird Harris Wealth Management, LLC	100	$51.0K	0.01%	−27−21.3%	Reduced
Gibson Wealth Advisors LLC	100	$51.0K	0.06%	00.0%	Unchanged
Sage Private Wealth Group, LLC	103	$53.0K	0.08%	00.0%	Unchanged
Bromfield Sneider Wealth Advisors	105	$54.0K	0.07%	00.0%	Unchanged
Ogorek Anthony Joseph	121	$62.0K	0.03%	00.0%	Unchanged
Grayhawk Investment Strategies Inc.	94	$62.0K	0.03%	+94	New
Halpern Financial, Inc.	122	$62.7K	0.02%	−3−2.4%	Reduced
Bellevue Asset Management, LLC	122	$63.0K	0.05%	00.0%	Unchanged
West Oak Capital, LLC	125	$64.0K	0.03%	00.0%	Unchanged
Baldrige Asset Management LLC	125	$64.0K	0.03%	00.0%	Unchanged
Operose Advisors LLC	124	$64.0K	0.05%	00.0%	Unchanged
Guardian Wealth Management, Inc.	127	$65.0K	0.07%	00.0%	Unchanged
Activest Wealth Management	128	$66.0K	0.05%	−45−26.0%	Reduced
Klaas Financial Asset Advisors, LLC	131	$67.0K	0.02%	00.0%	Unchanged
Pin Oak Investment Advisors Inc	134	$69.0K	0.08%	−118−46.8%	Reduced
Tacita Capital Inc	140	$72.0K	0.05%	−5−3.4%	Reduced
Beacon Capital Management, LLC	146	$74.0K	0.02%	00.0%	Unchanged
Roble, Belko & Company, Inc	146	$75.0K	0.02%	−10−6.4%	Reduced
Accel Wealth Management	146	$77.0K	0.04%	+5+3.5%	Added
Gleason Group, Inc.	154	$79.0K	0.03%	+1+0.7%	Added
Avion Wealth	159	$82.0K	0.03%	+6+3.9%	Added
Insight Inv LLC	159	$82.0K	0.08%	+159	New
Stephens Consulting, LLC	160	$82.2K	0.07%	+4+2.6%	Added
Estate Counselors, LLC	162	$83.0K	0.01%	00.0%	Unchanged
Bay Harbor Wealth Management, LLC	169	$87.0K	0.04%	00.0%	Unchanged
Pacific Center for Financial Services	170	$87.0K	0.04%	+59+53.2%	Added
Coston, McIsaac & Partners	174	$89.0K	0.05%	+174	New
Advanced Research Investment Solutions, LLC	175	$90.0K	0.05%	−309−63.8%	Reduced