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
- 2,964
- +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
- 1,224 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 |
|---|---|---|---|---|---|
| 9258 Wealth Management, LLC | 3,274 | $1.68M | 0.43% | +179+5.8% | Added |
| La Financiere de L'Echiquier | 3,282 | $1.69M | 0.10% | +3,282 | New |
| Boston Common Asset Management, LLC | 3,290 | $1.69M | 0.08% | +280+9.3% | Added |
| SeaCrest Wealth Management, LLC | 3,293 | $1.69M | 0.21% | −71−2.1% | Reduced |
| CSU Producer Resources, Inc. | 3,300 | $1.70M | 6.61% | 00.0% | Unchanged |
| Ledge Wealth Management, Inc. | 3,303 | $1.70M | 1.04% | −699−17.5% | Reduced |
| Institute for Wealth Management, LLC. | 3,308 | $1.70M | 0.34% | +265+8.7% | Added |
| RiverPark Advisors, LLC | 3,317 | $1.70M | 0.54% | −95−2.8% | Reduced |
| Sterling Investment Management, Inc. | 3,318 | $1.70M | 1.42% | +981+42.0% | Added |
| Key Financial Inc | 3,296 | $1.71M | 0.92% | −264−7.4% | Reduced |
| BigSur Wealth Management LLC | 3,322 | $1.71M | 0.80% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 3,324 | $1.71M | 0.17% | −16−0.5% | Reduced |
| Measured Wealth Private Client Group, LLC | 3,326 | $1.71M | 0.75% | +190+6.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,327 | $1.71M | 0.09% | −458−12.1% | Reduced |
| CenterBook Partners LP | 3,330 | $1.71M | 0.37% | +1,901+133.0% | Added |
| Baldwin Brothers Inc | 3,339 | $1.72M | 0.22% | 00.0% | Unchanged |
| Domani Wealth, LLC | 3,342 | $1.72M | 0.47% | −200−5.6% | Reduced |
| Warther Private Wealth, LLC | 3,334 | $1.73M | 1.26% | +934+38.9% | Added |
| Parkside Financial Bank & Trust | 3,369 | $1.73M | 0.53% | −221−6.2% | Reduced |
| Legacy Bridge, LLC | 3,371 | $1.73M | 1.28% | −155−4.4% | Reduced |
| Leonteq Securities AG | 3,374 | $1.73M | 0.08% | +935+38.3% | Added |
| Defined Wealth Management, LLC | 3,374 | $1.73M | 1.78% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 3,378 | $1.74M | 0.27% | +86+2.6% | Added |
| Lakeview Capital Partners, LLC | 3,388 | $1.74M | 1.00% | +145+4.5% | Added |
| Nwam LLC | 3,452 | $1.75M | 0.16% | +78+2.3% | Added |
| TKG Advisors, LLC | 3,436 | $1.76M | 1.52% | +3,436 | New |
| Mountain Capital Investment Advisors, Inc | 3,434 | $1.77M | 0.88% | −352−9.3% | Reduced |
| Independent Investors Inc | 3,440 | $1.77M | 0.48% | 00.0% | Unchanged |
| Brand Asset Management Group, Inc. | 3,441 | $1.77M | 0.90% | +10.0% | Added |
| Perigon Wealth Management, LLC | 3,451 | $1.77M | 0.15% | +241+7.5% | Added |
| Oakworth Capital, Inc. | 3,458 | $1.78M | 0.18% | 00.0% | Unchanged |
| Aries Wealth Management | 3,463 | $1.78M | 0.81% | +3,463 | New |
| Cribstone Capital Management, LLC | 3,477 | $1.79M | 1.10% | +33+1.0% | Added |
| JGP Global Gestao de Recursos Ltda. | 3,498 | $1.80M | 1.37% | −23−0.7% | Reduced |
| Morgens Waterfall Vintiadis & Co Inc | 3,500 | $1.80M | 1.69% | 00.0% | Unchanged |
| Scott Investment Partners LLP | 3,500 | $1.80M | 1.20% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 3,507 | $1.80M | 0.60% | +11+0.3% | Added |
| Pettee Investors, Inc. | 3,511 | $1.80M | 0.90% | +71+2.1% | Added |
| Wolf Group Capital Advisors | 3,518 | $1.81M | 0.94% | −591−14.4% | Reduced |
| Amica Retiree Medical Trust | 3,518 | $1.81M | 2.05% | 00.0% | Unchanged |
| Horan Securities, Inc. | 3,484 | $1.81M | 1.10% | +49+1.4% | Added |
| First Financial Bank - Trust Division | 3,527 | $1.81M | 0.22% | −44−1.2% | Reduced |
| Graypoint LLC | 3,529 | $1.81M | 0.23% | −196−5.3% | Reduced |
| Goepper Burkhardt LLC | 3,552 | $1.82M | 1.29% | 00.0% | Unchanged |
| Vista Investment Management | 3,555 | $1.83M | 1.10% | −130−3.5% | Reduced |
| Alta Wealth Advisors LLC | 3,535 | $1.83M | 1.26% | +38+1.1% | Added |
| BKD Wealth Advisors, LLC | 3,560 | $1.83M | 0.07% | +523+17.2% | Added |
| FSM Wealth Advisors, LLC | 3,411 | $1.83M | 1.81% | +3,411 | New |
| Willner & Heller, LLC | 3,570 | $1.83M | 2.85% | +67+1.9% | Added |
| Mizuho Securities USA LLC | 3,584 | $1.84M | 0.28% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,587 | $1.84M | 0.47% | +1,030+40.3% | Added |
| Lavaca Capital LLC | 3,592 | $1.84M | 0.93% | −198−5.2% | Reduced |
| Leisure Capital Management | 3,593 | $1.84M | 0.96% | +56+1.6% | Added |
| Soltis Investment Advisors LLC | 3,592 | $1.84M | 0.27% | +1,851+106.3% | Added |
| Financial Advocates Investment Management | 3,597 | $1.85M | 0.15% | +1,063+41.9% | Added |
| Two Sigma Advisers, LP | 3,600 | $1.85M | 0.01% | +3,600 | New |
| Wedmont Private Capital | 3,604 | $1.85M | 0.40% | +269+8.1% | Added |
| Corundum Group, Inc. | 3,606 | $1.85M | 1.25% | +720+24.9% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,419 | $1.85M | 0.47% | +156+4.8% | Added |
| Cahill Financial Advisors Inc | 3,614 | $1.86M | 0.39% | +27+0.8% | Added |
| CFO4Life Group, LLC | 3,579 | $1.86M | 0.46% | −105−2.9% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 3,621 | $1.86M | 0.72% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 4,651 | $1.86M | 0.32% | −192−4.0% | Reduced |
| Wealth Effects LLC | 3,627 | $1.86M | 1.12% | +255+7.6% | Added |
| International Assets Investment Management, LLC | 3,629 | $1.86M | 0.36% | +169+4.9% | Added |
| Hunter Associates Investment Management LLC | 3,656 | $1.88M | 0.46% | +656+21.9% | Added |
| Legacy Financial Advisors, Inc. | 3,661 | $1.88M | 0.47% | +109+3.1% | Added |
| Stableford Capital II LLC | 3,549 | $1.90M | 0.88% | −284−7.4% | Reduced |
| Boston Family Office LLC | 3,698 | $1.90M | 0.16% | 00.0% | Unchanged |
| Beacon Financial Group | 3,844 | $1.90M | 0.28% | −17−0.4% | Reduced |
| KC Investment Advisors, LLC | 3,702 | $1.90M | 1.59% | +48+1.3% | Added |
| GraniteShares Advisors LLC | 3,716 | $1.91M | 1.40% | −452−10.8% | Reduced |
| Benchmark Investment Advisors LLC | 3,718 | $1.91M | 1.99% | +27+0.7% | Added |
| Kistler-Tiffany Companies, LLC | 3,724 | $1.91M | 0.42% | −434−10.4% | Reduced |
| CPWM, LLC | 3,727 | $1.91M | 0.17% | +391+11.7% | Added |
| Nations Financial Group Inc, | 3,740 | $1.92M | 0.26% | −77−2.0% | Reduced |
| Laffer Tengler Investments | 3,764 | $1.93M | 0.68% | −51−1.3% | Reduced |
| Sierra Capital LLC | 3,767 | $1.94M | 0.35% | −54−1.4% | Reduced |
| Aspiriant, LLC | 3,771 | $1.94M | 0.09% | +6+0.2% | Added |
| Van Leeuwen & Company, LLC | 3,783 | $1.94M | 1.63% | +21+0.6% | Added |
| Miracle Mile Advisors, LLC | 3,789 | $1.95M | 0.09% | −662−14.9% | Reduced |
| FOCUS Wealth Advisors, LLC | 3,792 | $1.95M | 1.33% | +12+0.3% | Added |
| Fiduciary Group LLC | 3,657 | $1.95M | 0.24% | +249+7.3% | Added |
| Capital Investment Advisory Services, LLC | 3,804 | $1.95M | 0.24% | +254+7.2% | Added |
| Financial Perspectives, Inc | 3,810 | $1.96M | 1.10% | +2+0.1% | Added |
| IHT Wealth Management, LLC | 3,814 | $1.96M | 0.17% | +75+2.0% | Added |
| Harfst & Associates, Inc. | 3,816 | $1.96M | 0.56% | +464+13.8% | Added |
| Highview Capital Management LLC | 3,832 | $1.97M | 1.51% | +126+3.4% | Added |
| Laraway Financial Inc | 3,850 | $1.98M | 2.10% | −200−4.9% | Reduced |
| Smith, Moore & Co. | 3,857 | $1.98M | 0.31% | +315+8.9% | Added |
| Okabena Investment Services Inc | 3,866 | $1.99M | 1.02% | −1,727−30.9% | Reduced |
| LMR Partners LLP | 3,875 | $1.99M | 0.04% | −2,452−38.8% | Reduced |
| BFSG, LLC | 3,878 | $1.99M | 0.36% | +75+2.0% | Added |
| Keudell/Morrison Wealth Management | 3,881 | $1.99M | 0.72% | −329−7.8% | Reduced |
| Perpetual Investment Management Ltd | 3,885 | $2.00M | 0.29% | −371−8.7% | Reduced |
| Rede Wealth, LLC | 3,883 | $2.00M | 1.16% | +2+0.1% | Added |
| Doliver Advisors, LP | 3,895 | $2.00M | 0.71% | −1,097−22.0% | Reduced |
| First Nebraska Trust Co | 3,905 | $2.01M | 0.26% | −5−0.1% | Reduced |
| Childress Capital Advisors, LLC | 3,905 | $2.01M | 0.79% | +177+4.7% | Added |
| Wambolt & Associates, LLC | 3,908 | $2.01M | 0.81% | +415+11.9% | Added |