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 |
|---|---|---|---|---|---|
| Silver Oak Securities, Inc | 1,865 | $974.0K | 0.22% | +240+14.8% | Added |
| Altfest L J & Co Inc | 1,898 | $975.0K | 0.18% | −39−2.0% | Reduced |
| Blodgett Wealth Advisors, LLC | 1,901 | $976.0K | 1.08% | −1,300−40.6% | Reduced |
| Fort, L.P. | 1,912 | $982.0K | 0.67% | −1,352−41.4% | Reduced |
| Bruderman Asset Management, LLC | 1,911 | $982.0K | 1.76% | +325+20.5% | Added |
| Lokken Investment Group LLC | 1,916 | $984.0K | 0.80% | +1+0.1% | Added |
| Berkeley Capital Partners, LLC | 1,920 | $986.0K | 0.41% | −68−3.4% | Reduced |
| Knights of Columbus Asset Advisors LLC | 1,920 | $987.0K | 0.10% | −811−29.7% | Reduced |
| Camden National Bank | 1,921 | $987.0K | 0.20% | +7+0.4% | Added |
| 1776 Wealth LLC | 1,926 | $989.0K | 0.70% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,928 | $990.0K | 0.17% | −355−15.5% | Reduced |
| Cardiff Park Advisors, LLC | 1,939 | $996.0K | 0.15% | −24−1.2% | Reduced |
| Professional Financial Advisors, LLC | 1,942 | $997.0K | 0.56% | −296−13.2% | Reduced |
| Castle Rock Wealth Management, LLC | 1,939 | $997.0K | 0.51% | +39+2.1% | Added |
| Ropes Wealth Advisors LLC | 1,941 | $997.0K | 0.21% | +132+7.3% | Added |
| Gratus Capital LLC | 1,944 | $998.0K | 0.11% | +1,944 | New |
| My Personal CFO, LLC | 1,946 | $1.00M | 1.28% | +31+1.6% | Added |
| Seelaus Asset Management LLC | 1,946 | $1.00M | 0.74% | +50+2.6% | Added |
| FRG Family Wealth Advisors LLC | 1,953 | $1.00M | 0.23% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 1,962 | $1.01M | 0.13% | −380−16.2% | Reduced |
| KRS Capital Management, LLC | 1,961 | $1.01M | 1.43% | +81+4.3% | Added |
| Archer Investment Corp | 1,962 | $1.01M | 0.41% | +105+5.7% | Added |
| IVC Wealth Advisors LLC | 1,966 | $1.01M | 0.78% | −262−11.8% | Reduced |
| Diversified, LLC | 1,969 | $1.01M | 0.42% | +1+0.1% | Added |
| Forte Capital LLC | 1,968 | $1.01M | 0.18% | +266+15.6% | Added |
| MCF Advisors LLC | 1,973 | $1.01M | 0.11% | +194+10.9% | Added |
| Titus Wealth Management | 1,974 | $1.01M | 0.51% | +465+30.8% | Added |
| Baker Boyer National Bank | 1,977 | $1.01M | 0.51% | 00.0% | Unchanged |
| Maxele Advisors, LLC | 1,979 | $1.02M | 1.60% | −52−2.6% | Reduced |
| NTB Financial Corp | 1,980 | $1.02M | 0.82% | −69−3.4% | Reduced |
| Saturna Capital CORP | 1,980 | $1.02M | 0.02% | +780+65.0% | Added |
| Sunflower Bank, N.A. | 1,988 | $1.02M | 0.20% | −182−8.4% | Reduced |
| Prudent Man Advisors, LLC | 1,989 | $1.02M | 0.48% | −12−0.6% | Reduced |
| First Affirmative Financial Network | 1,994 | $1.02M | 1.16% | −178−8.2% | Reduced |
| Hellman Jordan Management Co Inc | 1,999 | $1.03M | 1.38% | −5−0.2% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 2,120 | $1.03M | 0.62% | +18+0.9% | Added |
| BSW Wealth Partners | 2,017 | $1.04M | 0.25% | +25+1.3% | Added |
| American Money Management, LLC | 2,031 | $1.04M | 0.30% | −20−1.0% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 2,035 | $1.04M | 0.08% | +112+5.8% | Added |
| Semmax Financial Advisors Inc. | 1,950 | $1.05M | 0.43% | −201−9.3% | Reduced |
| Drive Wealth Management, LLC | 2,043 | $1.05M | 0.96% | +168+9.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,047 | $1.05M | 0.22% | −78−3.7% | Reduced |
| Evergreen Wealth Solutions, LLC | 2,049 | $1.05M | 1.29% | −41−2.0% | Reduced |
| Enhancing Capital LLC | 2,050 | $1.05M | 1.26% | 00.0% | Unchanged |
| Harbert Fund Advisors, Inc. | 2,055 | $1.06M | 0.80% | +2,055 | New |
| Arvest Trust Co N A | 2,061 | $1.06M | 0.07% | −157−7.1% | Reduced |
| McDaniel Terry & Co | 2,061 | $1.06M | 0.13% | 00.0% | Unchanged |
| Cavalier Investments, LLC | 2,067 | $1.06M | 0.37% | −941−31.3% | Reduced |
| E Fund Management Co., Ltd. | 2,067 | $1.06M | 0.10% | +6+0.3% | Added |
| Secure Asset Management, LLC | 2,072 | $1.06M | 0.59% | −181−8.0% | Reduced |
| Perennial Investment Advisors, LLC | 2,077 | $1.07M | 0.42% | −45−2.1% | Reduced |
| McLean Asset Management Corp | 2,072 | $1.07M | 0.43% | −789−27.6% | Reduced |
| Ironwood Investment Counsel, LLC | 2,080 | $1.07M | 0.30% | −14−0.7% | Reduced |
| Global Assets Advisory, LLC | 2,081 | $1.07M | 2.30% | +2,081 | New |
| Pinnacle Bancorp, Inc. | 2,087 | $1.07M | 0.44% | −156−7.0% | Reduced |
| Collective Family Office LLC | 2,087 | $1.07M | 0.46% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 2,087 | $1.07M | 0.14% | +206+11.0% | Added |
| Am Investment Strategies LLC | 2,098 | $1.08M | 0.38% | +2+0.1% | Added |
| Bluesphere Advisors, LLC | 2,101 | $1.08M | 1.05% | +67+3.3% | Added |
| DRW Securities, LLC | 2,108 | $1.08M | 0.28% | −2,418−53.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 2,111 | $1.08M | 0.54% | +10+0.5% | Added |
| Briggs Advisory Group, Inc. | 2,111 | $1.08M | 0.79% | +173+8.9% | Added |
| Atlas Brown,Inc. | 2,118 | $1.09M | 0.51% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 2,120 | $1.09M | 0.25% | −300−12.4% | Reduced |
| Capital Market Strategies LLC | 2,127 | $1.09M | 1.15% | +100+4.9% | Added |
| Parsons Capital Management Inc | 2,139 | $1.10M | 0.10% | +234+12.3% | Added |
| Safeguard Investment Advisory Group, LLC | 2,158 | $1.10M | 0.68% | 00.0% | Unchanged |
| Epiq Partners, LLC | 2,148 | $1.10M | 0.68% | +26+1.2% | Added |
| American State Bank (Iowa) | 2,153 | $1.11M | 0.88% | +14+0.7% | Added |
| Allred Capital Management, LLC | 2,168 | $1.11M | 0.70% | −30−1.4% | Reduced |
| Cladis Investment Advisory, LLC | 2,177 | $1.12M | 1.12% | 00.0% | Unchanged |
| Five Oceans Advisors | 2,178 | $1.12M | 0.83% | +555+34.2% | Added |
| Riverwater Partners LLC | 2,178 | $1.12M | 1.13% | +1,478+211.1% | Added |
| Montecito Bank & Trust | 2,183 | $1.12M | 0.27% | −2−0.1% | Reduced |
| Prentice Wealth Management LLC | 2,182 | $1.12M | 1.14% | +64+3.0% | Added |
| Almanack Investment Partners, LLC. | 2,187 | $1.12M | 0.11% | −27−1.2% | Reduced |
| Sargent Investment Group, LLC | 2,190 | $1.13M | 0.35% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 2,194 | $1.13M | 0.68% | +255+13.2% | Added |
| ProVise Management Group, LLC | 2,198 | $1.13M | 0.12% | −271−11.0% | Reduced |
| Copperwynd Financial, LLC | 2,198 | $1.13M | 0.66% | −164−6.9% | Reduced |
| Wealth Management Partners, LLC | 2,000 | $1.13M | 0.99% | 00.0% | Unchanged |
| Camden Capital, LLC | 2,200 | $1.13M | 0.29% | +469+27.1% | Added |
| Ssi Investment Management LLC | 2,210 | $1.14M | 0.07% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 2,216 | $1.14M | 0.11% | −67−2.9% | Reduced |
| Wealth Alliance Advisory Group, LLC | 2,231 | $1.15M | 0.54% | +259+13.1% | Added |
| Pure Financial Advisors, Inc. | 2,234 | $1.15M | 0.07% | +22+1.0% | Added |
| Titleist Asset Management, Ltd. | 2,241 | $1.15M | 0.29% | −371−14.2% | Reduced |
| Valtinson Bruner Financial Planning LLC | 2,243 | $1.15M | 0.70% | −207−8.4% | Reduced |
| Quantum Private Wealth, LLC | 2,248 | $1.15M | 0.68% | +5+0.2% | Added |
| Park National Corp | 2,247 | $1.15M | 0.06% | +46+2.1% | Added |
| Ausdal Financial Partners, Inc. | 2,251 | $1.16M | 0.17% | −5−0.2% | Reduced |
| Financial Advisors Network, Inc. | 2,250 | $1.16M | 0.32% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 2,256 | $1.16M | 1.15% | −109−4.6% | Reduced |
| NEIRG Wealth Management, LLC | 2,256 | $1.16M | 0.25% | +2,256 | New |
| Summit Wealth Partners, LLC | 2,258 | $1.16M | 0.31% | 00.0% | Unchanged |
| XML Financial, LLC | 2,260 | $1.16M | 0.26% | −417−15.6% | Reduced |
| Bridgewater Advisors Inc. | 2,262 | $1.16M | 0.24% | −71−3.0% | Reduced |
| Planning Center, Inc. | 2,258 | $1.16M | 0.92% | +259+13.0% | Added |
| Fiduciary Planning LLC | 2,265 | $1.16M | 0.58% | +91+4.2% | Added |
| Investment Partners, Ltd. | 2,293 | $1.18M | 0.58% | +4+0.2% | Added |