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 |
|---|---|---|---|---|---|
| Vigilare Wealth Management | 2,300 | $1.18M | 1.28% | +54+2.4% | Added |
| Aevitas Wealth Management, Inc. | 2,317 | $1.19M | 0.81% | −78−3.3% | Reduced |
| Hollencrest Capital Management | 2,318 | $1.19M | 0.14% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 2,325 | $1.19M | 0.16% | +62+2.7% | Added |
| ERn Financial, LLC | 2,332 | $1.20M | 0.29% | +887+61.4% | Added |
| Sterling Investment Counsel, LLC | 2,343 | $1.20M | 0.92% | +1,016+76.6% | Added |
| Financial Engines Advisors L.L.C. | 2,346 | $1.20M | 0.00% | +94+4.2% | Added |
| MBL Wealth, LLC | 2,354 | $1.21M | 0.30% | +3+0.1% | Added |
| PBMares Wealth Management LLC | 2,360 | $1.21M | 0.52% | −30−1.3% | Reduced |
| Chicago Partners Investment Group LLC | 2,241 | $1.22M | 0.09% | +194+9.5% | Added |
| Wealth Management Associates, Inc. | 2,368 | $1.22M | 0.83% | −26−1.1% | Reduced |
| Uncommon Cents Investing LLC | 2,370 | $1.22M | 0.49% | −25−1.0% | Reduced |
| North Star Asset Management Inc | 2,369 | $1.22M | 0.08% | −10−0.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 2,371 | $1.22M | 0.20% | +40+1.7% | Added |
| Colonial River Wealth Management, LLC | 2,371 | $1.22M | 0.80% | +284+13.6% | Added |
| Wealth Enhancement & Preservation of GA, LLC | 2,187 | $1.22M | 1.29% | −742−25.3% | Reduced |
| Spirit of America Management Corp | 2,375 | $1.22M | 0.28% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 2,382 | $1.22M | 0.11% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 2,381 | $1.22M | 0.46% | +91+4.0% | Added |
| Westhampton Capital, LLC | 2,382 | $1.22M | 0.86% | +97+4.2% | Added |
| 626 Financial, LLC | 2,387 | $1.22M | 0.93% | +35+1.5% | Added |
| Ayalon Holdings Ltd. | 2,390 | $1.23M | 0.58% | 00.0% | Unchanged |
| Weinberger Asset Management, Inc | 2,396 | $1.23M | 0.81% | +8+0.3% | Added |
| Humankind Investments LLC | 2,397 | $1.23M | 0.59% | +336+16.3% | Added |
| Toews Corp | 2,400 | $1.23M | 0.82% | +1,600+200.0% | Added |
| Wilson & Boucher Capital Management, LLC | 2,412 | $1.24M | 1.36% | −70−2.8% | Reduced |
| Presidio Capital Management, LLC | 2,417 | $1.24M | 1.33% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 2,421 | $1.24M | 0.96% | +14+0.6% | Added |
| One Capital Management, LLC | 2,427 | $1.25M | 0.07% | +127+5.5% | Added |
| Court Place Advisors, LLC | 2,427 | $1.25M | 0.47% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 2,429 | $1.25M | 0.83% | −82−3.3% | Reduced |
| RKL Wealth Management LLC | 2,440 | $1.25M | 0.17% | −32−1.3% | Reduced |
| Hanlon Investment Management, Inc. | 2,443 | $1.25M | 0.31% | +2,443 | New |
| Essex Savings Bank | 2,445 | $1.26M | 0.48% | −24−1.0% | Reduced |
| LVW Advisors, LLC | 2,450 | $1.26M | 0.26% | +109+4.7% | Added |
| Peak Asset Management, LLC | 2,453 | $1.26M | 0.34% | −30−1.2% | Reduced |
| GYL Financial Synergies, LLC | 2,455 | $1.26M | 0.34% | −45−1.8% | Reduced |
| TLWM | 2,455 | $1.26M | 0.48% | −73−2.9% | Reduced |
| Versor Investments LP | 2,465 | $1.27M | 0.05% | −454−15.6% | Reduced |
| Brave Warrior Advisors, LLC | 2,466 | $1.27M | 0.04% | −1,090−30.7% | Reduced |
| Wealthcare Advisory Partners LLC | 2,476 | $1.27M | 0.08% | +354+16.7% | Added |
| Naviter Wealth, LLC | 2,480 | $1.27M | 0.52% | +2,480 | New |
| California First Leasing Corp | 2,489 | $1.28M | 0.97% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,487 | $1.28M | 0.38% | +648+35.2% | Added |
| QVR LLC | 2,494 | $1.28M | 1.02% | +2,494 | New |
| Kathmere Capital Management, LLC | 2,503 | $1.29M | 0.24% | −125−4.8% | Reduced |
| WT Wealth Management | 2,506 | $1.29M | 0.64% | +2,506 | New |
| World Equity Group, Inc. | 2,506 | $1.29M | 0.32% | +50+2.0% | Added |
| St. Johns Investment Management Company, LLC | 2,510 | $1.29M | 0.82% | −37−1.5% | Reduced |
| Mason & Associates Inc | 2,510 | $1.29M | 0.45% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 2,528 | $1.30M | 0.85% | +102+4.2% | Added |
| Crawford Investment Counsel Inc | 2,527 | $1.30M | 0.03% | +953+60.5% | Added |
| Kolinsky Wealth Management, LLC | 2,548 | $1.31M | 1.55% | +61+2.5% | Added |
| Andesa Financial Management Inc. | 2,549 | $1.31M | 0.83% | +126+5.2% | Added |
| Meridian Financial Partners LLC | 2,451 | $1.31M | 0.89% | +88+3.7% | Added |
| KFA Private Wealth Group, LLC | 2,553 | $1.31M | 0.72% | +10.0% | Added |
| Flynn Zito Capital Management, LLC | 2,553 | $1.31M | 0.72% | +2,553 | New |
| Convergence Investment Partners, LLC | 2,556 | $1.31M | 0.79% | −31−1.2% | Reduced |
| Nicholas Hoffman & Company, LLC. | 2,561 | $1.32M | 0.06% | −87−3.3% | Reduced |
| LaFleur & Godfrey LLC | 2,565 | $1.32M | 0.21% | −85−3.2% | Reduced |
| Townsend Asset Management Corp | 2,565 | $1.32M | 0.68% | +7+0.3% | Added |
| MJP Associates Inc | 2,579 | $1.32M | 0.37% | −61−2.3% | Reduced |
| CoreFirst Bank & Trust | 2,577 | $1.32M | 1.05% | +162+6.7% | Added |
| Buttonwood Financial Advisors Inc. | 2,580 | $1.32M | 1.20% | +1,390+116.8% | Added |
| Ronald Blue Trust, Inc. | 2,608 | $1.33M | 0.02% | +2,608 | New |
| Gyroscope Capital Management Group, LLC | 2,600 | $1.33M | 0.46% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 2,600 | $1.33M | 0.55% | +179+7.4% | Added |
| Bayesian Capital Management, LP | 2,600 | $1.33M | 0.25% | +2,600 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 2,599 | $1.34M | 0.95% | +23+0.9% | Added |
| Nicolet Bankshares Inc | 2,605 | $1.34M | 0.35% | +536+25.9% | Added |
| Lindbrook Capital, LLC | 2,611 | $1.34M | 0.22% | −38−1.4% | Reduced |
| Bard Financial Services, Inc. | 2,610 | $1.34M | 0.12% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 2,615 | $1.34M | 0.69% | −119−4.4% | Reduced |
| Sutton Wealth Advisors Inc. | 2,624 | $1.35M | 0.54% | +69+2.7% | Added |
| Cornercap Investment Counsel Inc | 2,627 | $1.35M | 0.23% | −1,683−39.0% | Reduced |
| Baldwin Investment Management, LLC | 2,626 | $1.35M | 0.46% | −299−10.2% | Reduced |
| Davidson Capital Management Inc. | 2,636 | $1.35M | 0.64% | −320−10.8% | Reduced |
| Edge Capital Group, LLC | 2,639 | $1.36M | 0.13% | −610−18.8% | Reduced |
| Cadence Bank NA | 2,650 | $1.36M | 0.44% | +22+0.8% | Added |
| Capital Management Associates | 2,650 | $1.36M | 2.00% | +350+15.2% | Added |
| ARS Wealth Advisors Group, LLC | 2,660 | $1.37M | 0.19% | +325+13.9% | Added |
| Vivaldi Capital Management, LLC | 2,668 | $1.37M | 0.36% | +92+3.6% | Added |
| Tilia Fiduciary Partners, Inc. | 2,666 | $1.37M | 1.31% | +29+1.1% | Added |
| Hallmark Capital Management Inc | 2,676 | $1.37M | 0.13% | −317−10.6% | Reduced |
| Cornerstone Advisory, LLC | 2,678 | $1.38M | 0.31% | −800−23.0% | Reduced |
| L.M. Kohn & Company | 2,678 | $1.38M | 0.64% | +41+1.6% | Added |
| Codex Capital, L.L.C. | 2,700 | $1.38M | 0.84% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 2,685 | $1.38M | 0.21% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 2,690 | $1.38M | 0.73% | +32+1.2% | Added |
| KerberRose Wealth Management, LLC | 2,706 | $1.39M | 1.13% | +2,706 | New |
| Droms Strauss Advisors Inc | 2,709 | $1.39M | 0.70% | −344−11.3% | Reduced |
| Bank of Stockton | 2,730 | $1.40M | 0.53% | −550−16.8% | Reduced |
| IFG Advisory, LLC | 2,736 | $1.41M | 0.15% | −205−7.0% | Reduced |
| Cable Hill Partners, LLC | 2,744 | $1.41M | 0.35% | +330+13.7% | Added |
| KB Financial Partners, LLC | 2,750 | $1.41M | 0.49% | +93+3.5% | Added |
| Westside Investment Management, Inc. | 2,754 | $1.41M | 0.02% | −111−3.9% | Reduced |
| Paulson Wealth Management Inc. | 2,753 | $1.41M | 0.75% | +46+1.7% | Added |
| Riverview Trust Co | 2,754 | $1.42M | 1.23% | +125+4.8% | Added |
| IMS Capital Management | 2,759 | $1.42M | 0.92% | +32+1.2% | Added |
| V Wealth Advisors LLC | 2,783 | $1.43M | 0.27% | +13+0.5% | Added |