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 |
|---|---|---|---|---|---|
| Van Hulzen Asset Management, LLC | 3,910 | $2.01M | 0.24% | −108−2.7% | Reduced |
| Advisor OS, LLC | 3,917 | $2.01M | 0.59% | −272−6.5% | Reduced |
| Washburn Capital Management, Inc. | 3,921 | $2.01M | 1.74% | −175−4.3% | Reduced |
| North Star Investment Management Corp. | 3,926 | $2.02M | 0.18% | +84+2.2% | Added |
| Claro Advisors LLC | 3,942 | $2.02M | 0.81% | +374+10.5% | Added |
| Charles Schwab Trust Co | 3,948 | $2.03M | 0.42% | −91−2.3% | Reduced |
| Avidian Wealth Solutions, LLC | 3,948 | $2.03M | 0.14% | +872+28.3% | Added |
| Eqis Capital Management, Inc. | 3,950 | $2.03M | 0.22% | +756+23.7% | Added |
| Gryphon Financial Partners LLC | 3,971 | $2.04M | 0.50% | +249+6.7% | Added |
| Accretive Wealth Partners, LLC | 3,983 | $2.05M | 1.49% | −9−0.2% | Reduced |
| JB Capital LLC | 3,991 | $2.05M | 0.22% | +589+17.3% | Added |
| Ifrah Financial Services, Inc. | 3,996 | $2.05M | 0.67% | −55−1.4% | Reduced |
| BDO Wealth Advisors, LLC | 4,000 | $2.06M | 0.25% | −10.0% | Reduced |
| Viking Fund Management LLC | 4,000 | $2.06M | 0.48% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 4,008 | $2.06M | 1.28% | −311−7.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,014 | $2.06M | 0.03% | +579+16.9% | Added |
| FinTrust Capital Advisors, LLC | 3,956 | $2.06M | 0.52% | +112+2.9% | Added |
| Groesbeck Investment Management Corp | 4,035 | $2.07M | 3.42% | −270−6.3% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 4,130 | $2.08M | 0.44% | +361+9.6% | Added |
| QP Wealth Management, LLC | 4,043 | $2.08M | 2.85% | −80−1.9% | Reduced |
| Alaethes Wealth LLC | 4,045 | $2.08M | 1.54% | −108−2.6% | Reduced |
| Intrua Financial, LLC | 4,049 | $2.08M | 0.44% | +13+0.3% | Added |
| First Business Financial Services, Inc. | 4,055 | $2.08M | 0.28% | −176−4.2% | Reduced |
| S&CO Inc | 4,062 | $2.09M | 0.18% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 4,066 | $2.09M | 1.41% | 00.0% | Unchanged |
| Brasada Capital Management, LP | 4,077 | $2.09M | 0.47% | +121+3.1% | Added |
| Money Concepts Capital Corp | 4,052 | $2.10M | 0.19% | −1,780−30.5% | Reduced |
| Rational Advisors LLC | 4,084 | $2.10M | 0.15% | +4,030+7,463.0% | Added |
| Optas, LLC | 4,090 | $2.10M | 0.86% | −24−0.6% | Reduced |
| Ellis Investment Partners, LLC | 4,090 | $2.10M | 0.56% | −232−5.4% | Reduced |
| Sweet Financial Partners, LLC | 4,113 | $2.11M | 0.66% | +298+7.8% | Added |
| Cobblestone Capital Advisors LLC | 4,132 | $2.12M | 0.16% | +532+14.8% | Added |
| Creegan & Nassoura Financial Group, LLC | 4,135 | $2.12M | 1.79% | 00.0% | Unchanged |
| Natixis Investment Managers International | 4,156 | $2.13M | 0.04% | +1,700+69.2% | Added |
| Janney Capital Management LLC | 4,158 | $2.14M | 0.17% | +659+18.8% | Added |
| Hightower 6M Holding, LLC | 4,175 | $2.14M | 0.18% | −69−1.6% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 4,180 | $2.15M | 1.27% | +485+13.1% | Added |
| Chesapeake Wealth Management | 4,190 | $2.15M | 0.92% | +1,677+66.7% | Added |
| Hudson Canyon Capital Management | 4,198 | $2.16M | 2.08% | +39+0.9% | Added |
| RB Capital Management, LLC | 4,203 | $2.16M | 0.80% | +239+6.0% | Added |
| US Asset Management LLC | 4,213 | $2.16M | 2.38% | +8+0.2% | Added |
| CoreCap Advisors, LLC | 4,217 | $2.17M | 0.17% | +19+0.5% | Added |
| Crescent Grove Advisors, LLC | 4,262 | $2.19M | 0.23% | +381+9.8% | Added |
| Sound View Wealth Advisors Group, LLC | 4,284 | $2.20M | 0.46% | −115−2.6% | Reduced |
| Jackson Square Partners, LLC | 4,288 | $2.20M | 0.05% | +4,288 | New |
| Walter & Keenan Financial Consulting Co | 4,297 | $2.21M | 0.87% | 00.0% | Unchanged |
| WP Advisors, LLC | 4,319 | $2.22M | 0.96% | −10.0% | Reduced |
| Arabesque Asset Management Ltd | 4,328 | $2.22M | 1.17% | −1,500−25.7% | Reduced |
| Manchester Capital Management LLC | 4,329 | $2.22M | 0.38% | +335+8.4% | Added |
| Sheets Smith Investment Management | 4,066 | $2.23M | 2.59% | +16+0.4% | Added |
| MMBG Investment Advisors Co. | 4,348 | $2.23M | 0.28% | +238+5.8% | Added |
| Ami Investment Management Inc | 4,355 | $2.24M | 1.16% | −247−5.4% | Reduced |
| WealthShield Partners, LLC | 4,354 | $2.24M | 0.44% | +101+2.4% | Added |
| MidWestOne Financial Group, Inc. | 4,361 | $2.24M | 0.55% | +229+5.5% | Added |
| Kozak & Associates, Inc. | 4,367 | $2.24M | 1.49% | +512+13.3% | Added |
| Independent Financial Group, LLC | 4,371 | $2.25M | 0.24% | −351−7.4% | Reduced |
| Caliber Wealth Management, LLC | 4,382 | $2.25M | 1.75% | +1,369+45.4% | Added |
| Alta Capital Management LLC | 4,399 | $2.26M | 0.17% | −1,503−25.5% | Reduced |
| Deltec Asset Management LLC | 4,400 | $2.26M | 0.53% | +1,500+51.7% | Added |
| Brendel Financial Advisors LLC | 4,412 | $2.27M | 1.97% | −1,863−29.7% | Reduced |
| Cordatus Wealth Management LLC | 4,417 | $2.27M | 1.06% | +761+20.8% | Added |
| Frisch Financial Group, Inc. | 4,424 | $2.27M | 0.88% | +7+0.2% | Added |
| WD Rutherford LLC | 4,425 | $2.27M | 1.76% | +70+1.6% | Added |
| K.J. Harrison & Partners Inc | 4,422 | $2.27M | 0.61% | −2,993−40.4% | Reduced |
| Certified Advisory Corp | 4,441 | $2.28M | 0.51% | −56−1.2% | Reduced |
| Paradigm Asset Management Co LLC | 4,445 | $2.28M | 0.70% | +1,100+32.9% | Added |
| Legacy Private Trust Co. | 4,454 | $2.29M | 0.20% | −708−13.7% | Reduced |
| Welch & Forbes LLC | 4,458 | $2.29M | 0.04% | +88+2.0% | Added |
| Angeles Wealth Management, LLC | 4,469 | $2.29M | 0.46% | +718+19.1% | Added |
| Revolve Wealth Partners, LLC | 4,479 | $2.30M | 0.76% | +136+3.1% | Added |
| ICA Group Wealth Management, LLC | 4,211 | $2.31M | 0.43% | +283+7.2% | Added |
| Waycross Partners, LLC | 4,500 | $2.31M | 1.53% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 4,499 | $2.31M | 0.85% | +10+0.2% | Added |
| Paragon Advisors, LLC | 4,506 | $2.31M | 1.15% | −77−1.7% | Reduced |
| Heartland Bank & Trust Co | 4,505 | $2.31M | 2.05% | +134+3.1% | Added |
| Warren Averett Asset Management, LLC | 4,516 | $2.32M | 0.21% | +402+9.8% | Added |
| Royal Harbor Partners, LLC | 4,559 | $2.34M | 1.60% | +1,624+55.3% | Added |
| Aft, Forsyth & Sober, LLC | 4,575 | $2.35M | 1.09% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 4,578 | $2.35M | 0.05% | −26−0.6% | Reduced |
| Beck Bode, LLC | 4,583 | $2.35M | 0.50% | +3,720+431.1% | Added |
| Beaumont Financial Partners, LLC | 4,596 | $2.36M | 0.21% | +56+1.2% | Added |
| Coronation Fund Managers Ltd. | 4,607 | $2.37M | 0.13% | −24,982−84.4% | Reduced |
| Cape Ann Savings Bank | 4,630 | $2.38M | 1.83% | +35+0.8% | Added |
| Perfromance Wealth Partners, LLC | 4,634 | $2.38M | 0.13% | −56−1.2% | Reduced |
| Joel Isaacson & Co., LLC | 4,646 | $2.39M | 0.20% | +54+1.2% | Added |
| Personal Cfo Solutions, LLC | 4,655 | $2.39M | 0.56% | −25−0.5% | Reduced |
| ARGI Investment Services, LLC | 4,655 | $2.39M | 0.08% | +1,209+35.1% | Added |
| Ontario Teachers Pension Plan Board | 4,657 | $2.39M | 0.03% | +1,470+46.1% | Added |
| Triangle Securities Wealth Management | 4,660 | $2.39M | 0.93% | −236−4.8% | Reduced |
| Signature Wealth Management Group | 4,694 | $2.41M | 1.17% | +217+4.8% | Added |
| Intersect Capital LLC | 4,695 | $2.41M | 0.73% | +876+22.9% | Added |
| Consilium Wealth Advisory, LLC | 4,702 | $2.42M | 2.60% | +106+2.3% | Added |
| Blueprint Investment Partners LLC | 4,718 | $2.42M | 0.65% | +1,196+34.0% | Added |
| HMS Capital Management, LLC | 4,733 | $2.43M | 1.42% | +1,905+67.4% | Added |
| Glassman Wealth Services | 4,744 | $2.44M | 0.50% | +43+0.9% | Added |
| Lee Financial Co | 4,752 | $2.44M | 0.45% | +60+1.3% | Added |
| IAM Advisory, LLC | 4,752 | $2.44M | 1.00% | +72+1.5% | Added |
| Northcape Wealth Management, LLC | 4,772 | $2.45M | 0.94% | −628−11.6% | Reduced |
| J.W. Cole Advisors, Inc. | 4,798 | $2.46M | 0.20% | −569−10.6% | Reduced |
| StoneX Group Inc. | 4,806 | $2.47M | 0.30% | −1,377−22.3% | Reduced |