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 |
|---|---|---|---|---|---|
| Investment Advisory Services Inc | 2,790 | $1.43M | 0.83% | +59+2.2% | Added |
| Arbor Capital Management Inc | 2,794 | $1.44M | 1.37% | −45−1.6% | Reduced |
| Kensington Investment Counsel, LLC | 2,799 | $1.44M | 1.23% | −65−2.3% | Reduced |
| MinichMacGregor Wealth Management, LLC | 2,801 | $1.44M | 0.59% | −28−1.0% | Reduced |
| Cahaba Wealth Management, Inc. | 2,800 | $1.44M | 0.21% | +10+0.4% | Added |
| RSM US Wealth Management LLC | 2,803 | $1.44M | 0.08% | +472+20.2% | Added |
| Washington Trust Advisors, Inc. | 2,806 | $1.44M | 0.13% | −1,127−28.7% | Reduced |
| Heron Financial Group, LLC | 2,810 | $1.44M | 0.88% | −141−4.8% | Reduced |
| Commons Capital, LLC | 2,817 | $1.45M | 2.19% | −12−0.4% | Reduced |
| Arete Wealth Advisors, LLC | 2,843 | $1.46M | 0.16% | +88+3.2% | Added |
| Regal Investment Advisors LLC | 2,844 | $1.46M | 0.15% | −13−0.5% | Reduced |
| Alpine Woods Capital Investors, LLC | 2,849 | $1.46M | 0.18% | +6+0.2% | Added |
| Tandem Capital Management Corp | 2,855 | $1.47M | 1.17% | 00.0% | Unchanged |
| Smith, Salley & Associates | 2,854 | $1.47M | 0.13% | +473+19.9% | Added |
| Deseret Mutual Benefit Administrators | 2,857 | $1.47M | 0.33% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 2,853 | $1.47M | 0.41% | +924+47.9% | Added |
| Alera Investment Advisors, LLC | 2,862 | $1.47M | 0.41% | +1,253+77.9% | Added |
| Genesee Capital Advisors, LLC | 2,880 | $1.48M | 1.03% | +341+13.4% | Added |
| Van Den Berg Management I, Inc | 2,882 | $1.48M | 0.39% | −290−9.1% | Reduced |
| SC&H Financial Advisors, Inc. | 2,884 | $1.48M | 0.69% | −62−2.1% | Reduced |
| Covenant Partners, LLC | 2,889 | $1.48M | 0.69% | 00.0% | Unchanged |
| Globeflex Capital L P | 2,892 | $1.49M | 0.36% | −196−6.3% | Reduced |
| Wall Street Access Asset Management, LLC | 2,906 | $1.49M | 0.78% | +923+46.5% | Added |
| Adirondack Trust Co | 2,912 | $1.50M | 0.80% | +103+3.7% | Added |
| Foster Group, Inc. | 2,912 | $1.50M | 0.11% | +159+5.8% | Added |
| LVM Capital Management Ltd | 2,917 | $1.50M | 0.22% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 2,919 | $1.50M | 0.01% | −1,800−38.1% | Reduced |
| Stony Point Wealth Management Inc. | 2,921 | $1.50M | 0.98% | +139+5.0% | Added |
| Core Wealth Advisors, Inc. | 2,927 | $1.50M | 0.92% | +2,927 | New |
| Washington Capital Management Inc | 2,933 | $1.51M | 1.45% | 00.0% | Unchanged |
| Tolleson Wealth Management, Inc. | 2,942 | $1.51M | 0.43% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 2,944 | $1.51M | 0.47% | +90+3.2% | Added |
| Tiemann Investment Advisors, LLC | 2,951 | $1.52M | 0.81% | −7−0.2% | Reduced |
| Lake Street Financial LLC | 2,954 | $1.52M | 0.32% | +94+3.3% | Added |
| Altrafin AG | 2,960 | $1.52M | 0.82% | −180−5.7% | Reduced |
| Trust Co of Toledo NA | 2,970 | $1.52M | 0.27% | +25+0.8% | Added |
| Whitener Capital Management, Inc. | 2,982 | $1.53M | 0.69% | −46−1.5% | Reduced |
| Copperleaf Capital, LLC | 2,981 | $1.53M | 1.55% | +45+1.5% | Added |
| Samalin Investment Counsel, LLC | 2,980 | $1.53M | 1.08% | +1,229+70.2% | Added |
| Patton Albertson Miller Group, LLC | 2,983 | $1.53M | 0.31% | −10−0.3% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 2,990 | $1.54M | 1.10% | −65−2.1% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 2,992 | $1.54M | 0.69% | +14+0.5% | Added |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $1.54M | 0.62% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 3,000 | $1.54M | 0.60% | +262+9.6% | Added |
| Stamos Capital Partners, L.P. | 3,000 | $1.54M | 0.47% | +3,000 | New |
| Ascendant Capital Management, LLC | 3,000 | $1.54M | 4.62% | +3,000 | New |
| Arthur M. Cohen & Associates, LLC | 3,010 | $1.55M | 0.38% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 3,020 | $1.55M | 0.10% | +1,226+68.3% | Added |
| ASB Consultores, LLC | 3,025 | $1.55M | 0.68% | +337+12.5% | Added |
| Vectors Research Management, LLC | 3,028 | $1.55M | 0.39% | −55−1.8% | Reduced |
| HNP Capital LLC | 3,028 | $1.55M | 0.43% | −55−1.8% | Reduced |
| Carolinas Wealth Consulting LLC | 3,048 | $1.56M | 0.39% | +120+4.1% | Added |
| Brandywine Oak Private Wealth LLC | 3,050 | $1.57M | 0.20% | −140−4.4% | Reduced |
| Rothschild Investment Corp | 3,050 | $1.57M | 0.14% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 2,964 | $1.57M | 0.38% | +187+6.7% | Added |
| Garrison Point Advisors, LLC | 3,056 | $1.57M | 1.30% | −20−0.7% | Reduced |
| PDS Planning, Inc | 3,058 | $1.57M | 0.28% | −78−2.5% | Reduced |
| CRA Financial Services, LLC | 3,060 | $1.57M | 0.54% | −52−1.7% | Reduced |
| S. R. Schill & Associates | 3,060 | $1.57M | 0.79% | +2+0.1% | Added |
| Wellington Shields Capital Management, LLC | 3,062 | $1.57M | 0.20% | −1,113−26.7% | Reduced |
| Mather Group, LLC. | 3,065 | $1.57M | 0.04% | −7,008−69.6% | Reduced |
| Atlas Capital Advisors LLC | 3,067 | $1.58M | 0.27% | −551−15.2% | Reduced |
| Gitterman Wealth Management, LLC | 3,055 | $1.58M | 1.47% | −147−4.6% | Reduced |
| Zullo Investment Group, Inc. | 3,075 | $1.58M | 0.99% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 3,086 | $1.58M | 1.07% | +3+0.1% | Added |
| Investment Management of Virginia LLC | 3,095 | $1.59M | 0.33% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 3,100 | $1.59M | 0.87% | −500−13.9% | Reduced |
| Tiedemann Advisors, LLC | 3,118 | $1.60M | 0.12% | −364−10.5% | Reduced |
| Delta Financial Advisors LLC | 3,119 | $1.60M | 0.80% | +11+0.4% | Added |
| Capital Asset Advisory Services LLC | 3,119 | $1.60M | 0.18% | +76+2.5% | Added |
| Taylor Hoffman Wealth Management | 3,100 | $1.60M | 0.79% | 00.0% | Unchanged |
| FLC Capital Advisors | 3,132 | $1.61M | 0.54% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 3,133 | $1.61M | 0.24% | +430+15.9% | Added |
| Mechanics Financial Corp | 3,138 | $1.61M | 0.97% | +20+0.6% | Added |
| Financial Network Wealth Management LLC | 3,143 | $1.61M | 0.97% | +69+2.2% | Added |
| Confluence Wealth Services, Inc. | 3,033 | $1.62M | 0.71% | −4−0.1% | Reduced |
| Main Street Financial Solutions, LLC | 3,154 | $1.62M | 0.21% | −488−13.4% | Reduced |
| Ellevest, Inc. | 3,159 | $1.62M | 0.15% | +42+1.3% | Added |
| Cambridge Advisors Inc. | 3,173 | $1.63M | 0.45% | −25−0.8% | Reduced |
| Enterprise Financial Services Corp | 3,174 | $1.63M | 0.32% | −264−7.7% | Reduced |
| First Capital Advisors Group, LLC. | 3,184 | $1.64M | 1.12% | +3,184 | New |
| Buffington Mohr McNeal | 3,187 | $1.64M | 0.36% | −45−1.4% | Reduced |
| BCGM Wealth Management, LLC | 3,018 | $1.64M | 0.83% | +47+1.6% | Added |
| Morris Retirement Advisors, LLC | 3,202 | $1.65M | 1.44% | −10.0% | Reduced |
| Evermay Wealth Management LLC | 3,205 | $1.65M | 0.32% | +168+5.5% | Added |
| Quent Capital, LLC | 3,206 | $1.65M | 0.35% | +118+3.8% | Added |
| Reuter James Wealth Management, LLC | 3,209 | $1.65M | 1.02% | −160−4.7% | Reduced |
| Sand Hill Global Advisors, LLC | 3,209 | $1.65M | 0.09% | +618+23.9% | Added |
| Intact Investment Management Inc. | 3,200 | $1.65M | 0.05% | −2,200−40.7% | Reduced |
| Platform Technology Partners | 3,211 | $1.65M | 0.90% | +24+0.8% | Added |
| Ativo Capital Management LLC | 3,215 | $1.65M | 1.11% | −10.0% | Reduced |
| Marion Wealth Management | 3,216 | $1.65M | 0.87% | −7−0.2% | Reduced |
| Keel Point, LLC | 3,073 | $1.65M | 0.26% | −29−0.9% | Reduced |
| Strategic Investment Advisors | 3,219 | $1.65M | 0.33% | +576+21.8% | Added |
| Proficio Capital Partners LLC | 3,230 | $1.66M | 0.31% | +290+9.9% | Added |
| Curbstone Financial Management Corp | 3,232 | $1.66M | 0.39% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 3,246 | $1.67M | 0.65% | +745+29.8% | Added |
| Bremer Bank National Association | 3,256 | $1.67M | 0.32% | −196−5.7% | Reduced |
| GoalVest Advisory LLC | 3,323 | $1.68M | 1.06% | +22+0.7% | Added |
| Herold Advisors, Inc. | 3,270 | $1.68M | 0.76% | +95+3.0% | Added |