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, 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.
| 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, Q2 2022
Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stephenson National Bank & Trust | 1,582 | $813.0K | 0.50% | +292+22.6% | Added |
| Bluestein R H & Co | 1,587 | $815.0K | 0.05% | −800−33.5% | Reduced |
| Cornerstone Wealth Management, LLC | 1,589 | $816.0K | 0.09% | +45+2.9% | Added |
| Argus Investors' Counsel, Inc. | 1,588 | $816.0K | 0.60% | +205+14.8% | Added |
| Vaughan Nelson Investment Management, L.P. | 1,590 | $817.0K | 0.01% | 00.0% | Unchanged |
| Vista Finance, LLC | 1,601 | $822.0K | 1.07% | 00.0% | Unchanged |
| Sather Financial Group Inc | 1,601 | $822.0K | 0.09% | +27+1.7% | Added |
| WMS Partners, LLC | 1,601 | $822.0K | 0.13% | +28+1.8% | Added |
| Transatlantique Private Wealth LLC | 1,605 | $824.0K | 0.57% | +1,605 | New |
| Bowman & Co S.C. | 1,617 | $830.0K | 0.72% | +166+11.4% | Added |
| Twin Focus Capital Partners, LLC | 1,618 | $831.0K | 0.19% | −69−4.1% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 1,617 | $831.0K | 0.37% | −11−0.7% | Reduced |
| Intellectus Partners, LLC | 1,619 | $832.0K | 0.29% | −511−24.0% | Reduced |
| First National Bank of South Miami | 1,622 | $833.0K | 0.57% | −52−3.1% | Reduced |
| Monte Financial Group, LLC | 1,625 | $835.0K | 0.49% | +12+0.7% | Added |
| Sovereign Financial Group, Inc. | 1,632 | $838.0K | 0.33% | +10+0.6% | Added |
| Seven Springs Wealth Group, LLC | 1,640 | $842.0K | 0.42% | 00.0% | Unchanged |
| Verition Fund Management LLC | 1,642 | $843.0K | 0.02% | −8,420−83.7% | Reduced |
| Founders Capital Management, LLC | 1,641 | $843.0K | 0.22% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 1,641 | $843.0K | 1.04% | +1+0.1% | Added |
| Oxinas Partners Wealth Management LLC | 1,643 | $844.0K | 0.64% | +8+0.5% | Added |
| Horizon Wealth Management, LLC | 1,643 | $844.0K | 0.35% | +185+12.7% | Added |
| Sunburst Financial Group, LLC | 1,646 | $845.0K | 0.41% | +15+0.9% | Added |
| ODonnell Financial Services, LLC | 1,646 | $846.0K | 0.69% | −107−6.1% | Reduced |
| Darwin Advisors, LLC | 1,586 | $849.0K | 0.17% | −120−7.0% | Reduced |
| Texas Yale Capital Corp. | 1,657 | $851.0K | 0.06% | +50+3.1% | Added |
| Source Financial Advisors LLC | 1,659 | $853.0K | 0.33% | +42+2.6% | Added |
| Alpha Paradigm Partners, LLC | 1,661 | $853.0K | 0.35% | +757+83.7% | Added |
| Graves-Light Private Wealth Management, Inc. | 1,664 | $855.0K | 0.13% | 00.0% | Unchanged |
| First Western Trust Bank | 1,666 | $859.0K | 0.06% | −15−0.9% | Reduced |
| Advus Financial Partners, LLC | 1,674 | $859.9K | 0.45% | +132+8.6% | Added |
| WealthTrust Axiom LLC | 1,675 | $860.0K | 0.31% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 1,676 | $861.0K | 0.65% | 00.0% | Unchanged |
| Gould Asset Management LLC | 1,686 | $866.0K | 0.28% | +58+3.6% | Added |
| F3Logic, LLC | 1,688 | $867.0K | 0.15% | −25−1.5% | Reduced |
| Quantum Financial Advisors, LLC | 1,612 | $867.0K | 0.33% | +1,612 | New |
| Marotta Asset Management | 1,683 | $870.8K | 0.21% | −5−0.3% | Reduced |
| Miramar Capital, LLC | 1,695 | $871.0K | 0.25% | −50−2.9% | Reduced |
| Global Trust Asset Management, LLC | 1,696 | $871.0K | 0.43% | −8−0.5% | Reduced |
| BIT Capital GmbH | 1,697 | $871.6K | 0.13% | +424+33.3% | Added |
| Private Portfolio Partners LLC | 1,714 | $880.7K | 0.25% | +32+1.9% | Added |
| Delphia (USA) Inc. | 1,722 | $884.0K | 0.61% | +600+53.5% | Added |
| Summit Wealth Group, LLC | 1,727 | $887.0K | 1.05% | +42+2.5% | Added |
| Heron Bay Capital Management | 1,733 | $890.0K | 0.54% | −3−0.2% | Reduced |
| OPSEU Pension Plan Trust Fund | 1,740 | $890.0K | 0.22% | +1,740 | New |
| Sage Mountain Advisors LLC | 1,738 | $893.0K | 0.16% | +95+5.8% | Added |
| First Pacific Financial | 1,742 | $895.0K | 0.42% | −34−1.9% | Reduced |
| TCI Wealth Advisors, Inc. | 1,743 | $895.0K | 0.14% | +71+4.2% | Added |
| Eudaimonia Advisors LLC | 1,746 | $897.0K | 0.62% | −46−2.6% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 1,747 | $897.0K | 0.25% | −13−0.7% | Reduced |
| Deuterium Capital Management, LLC | 1,747 | $897.0K | 3.45% | 00.0% | Unchanged |
| Scharf Investments, LLC | 1,748 | $898.0K | 0.03% | −31−1.7% | Reduced |
| DGS Capital Management, LLC | 1,749 | $898.0K | 0.72% | +72+4.3% | Added |
| Amarillo National Bank | 1,749 | $899.0K | 0.20% | +26+1.5% | Added |
| Asset Management Group, Inc. | 1,751 | $899.0K | 0.22% | +57+3.4% | Added |
| Geller Advisors LLC | 1,753 | $900.0K | 0.19% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 1,753 | $901.0K | 0.39% | −271−13.4% | Reduced |
| Applied Research Investments, LLC | 1,755 | $901.0K | 3.98% | +1,755 | New |
| Thompson Siegel & Walmsley LLC | 1,760 | $904.0K | 0.01% | −350−16.6% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 1,760 | $904.0K | 1.17% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 1,766 | $907.0K | 0.87% | +61+3.6% | Added |
| DSC Advisors, L.P. | 1,767 | $908.0K | 0.91% | +12+0.7% | Added |
| MTM Investment Management, LLC | 1,759 | $910.0K | 0.49% | +201+12.9% | Added |
| Keystone Financial Group | 1,777 | $913.0K | 0.18% | −10−0.6% | Reduced |
| LGT Group Foundation | 1,781 | $915.0K | 0.03% | −70−3.8% | Reduced |
| Clear Creek Financial Management, LLC | 1,781 | $915.0K | 0.19% | +454+34.2% | Added |
| Brown Capital Management LLC | 1,785 | $917.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,791 | $919.9K | 0.31% | +113+6.7% | Added |
| Hexagon Capital Partners LLC | 1,791 | $920.0K | 0.28% | +131+7.9% | Added |
| FSB Premier Wealth Management, Inc. | 1,798 | $923.0K | 0.51% | +1+0.1% | Added |
| Aaron Wealth Advisors | 1,799 | $924.0K | 0.23% | −803,953−99.8% | Reduced |
| Jeppson Wealth Management, LLC | 1,798 | $924.0K | 0.40% | 00.0% | Unchanged |
| Krilogy Financial LLC | 1,800 | $925.0K | 0.11% | +466+34.9% | Added |
| Amplius Wealth Advisors, LLC | 1,802 | $926.0K | 0.15% | −122−6.3% | Reduced |
| First Pacific Advisors, LP | 1,805 | $927.0K | 0.01% | −250−12.2% | Reduced |
| Patron Partners Advisors, LLC | 1,806 | $928.0K | 0.74% | +40+2.3% | Added |
| Eagle Bay Advisors LLC | 1,807 | $928.1K | 0.57% | +637+54.4% | Added |
| Xcel Wealth Management, LLC | 1,808 | $929.0K | 0.34% | +16+0.9% | Added |
| JSF Financial, LLC | 1,812 | $931.0K | 0.42% | −989−35.3% | Reduced |
| TCM Advisors, LLC | – | $934.0K | 1.01% | – | – |
| Northwest Bancshares, Inc. | 1,822 | $935.0K | 0.21% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 1,839 | $945.0K | 0.25% | +27+1.5% | Added |
| Avory & Company, LLC | 1,841 | $946.0K | 0.80% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,850 | $950.0K | 0.48% | −80−4.1% | Reduced |
| GW Henssler & Associates Ltd | 1,856 | $953.0K | 0.07% | −185−9.1% | Reduced |
| DAGCO, Inc. | 1,860 | $955.0K | 0.49% | −24−1.3% | Reduced |
| Fort Point Capital Partners LLC | 1,864 | $957.0K | 0.17% | +5+0.3% | Added |
| Oldfather Financial Services, LLC | 1,791 | $957.0K | 0.55% | 00.0% | Unchanged |
| Everett Harris & Co | 1,864 | $957.0K | 0.02% | +85+4.8% | Added |
| Tiger Eye Capital LLC | 1,866 | $958.0K | 0.85% | −12,033−86.6% | Reduced |
| Campion Asset Management LLC | 1,870 | $960.0K | 0.95% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,868 | $960.0K | 0.26% | +289+18.3% | Added |
| OneAscent Financial Services LLC | 1,871 | $961.0K | 0.44% | +261+16.2% | Added |
| Abacus Planning Group, Inc. | 1,874 | $963.0K | 0.28% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 1,874 | $963.0K | 0.07% | +1,874 | New |
| Pointe Capital Management LLC | 1,882 | $967.0K | 0.72% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 1,883 | $967.0K | 0.57% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 1,887 | $969.0K | 0.59% | −9−0.5% | Reduced |
| Argent Advisors, Inc. | 1,895 | $973.0K | 0.55% | +37+2.0% | Added |
| Profit Investment Management, LLC | 1,896 | $974.0K | 0.72% | 00.0% | Unchanged |