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 |
|---|---|---|---|---|---|
| DCM Advisors, LLC | 4,804 | $2.47M | 1.07% | +159+3.4% | Added |
| Compton Capital Management Inc | 4,815 | $2.47M | 1.36% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 4,815 | $2.47M | 2.84% | +1,217+33.8% | Added |
| Harvey Investment Co LLC | 4,835 | $2.48M | 0.35% | +20+0.4% | Added |
| Tobam | 4,835 | $2.48M | 0.16% | +293+6.5% | Added |
| Empowered Funds, LLC | 4,846 | $2.49M | 0.32% | −3,439−41.5% | Reduced |
| Hartford Financial Management Inc. | 4,873 | $2.50M | 0.69% | −480−9.0% | Reduced |
| Ingalls & Snyder LLC | 4,890 | $2.51M | 0.13% | −224−4.4% | Reduced |
| Cottage Street Advisors LLC | 4,894 | $2.51M | 1.89% | −5−0.1% | Reduced |
| Wintrust Investments LLC | 4,909 | $2.52M | 0.30% | +209+4.4% | Added |
| Red Cedar Investment Management, LLC | 4,923 | $2.53M | 0.41% | 00.0% | Unchanged |
| Country Club Bank | 4,905 | $2.53M | 0.23% | +266+5.7% | Added |
| InterOcean Capital Group, LLC | 4,932 | $2.53M | 0.10% | +3,458+234.6% | Added |
| Sunbelt Securities, Inc. | 4,950 | $2.54M | 0.54% | −288−5.5% | Reduced |
| Trust Investment Advisors | 4,957 | $2.55M | 2.45% | −27−0.5% | Reduced |
| Trustmark National Bank Trust Department | 4,963 | $2.55M | 0.23% | +54+1.1% | Added |
| Magnus Financial Group LLC | 4,963 | $2.55M | 0.47% | +400+8.8% | Added |
| Insight Wealth Strategies, LLC | 4,966 | $2.55M | 0.47% | −224−4.3% | Reduced |
| Dorsey Wright & Associates | 4,974 | $2.56M | 0.75% | +4,974 | New |
| Ally Financial Inc. | 5,000 | $2.57M | 0.35% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 5,008 | $2.57M | 0.55% | +81+1.6% | Added |
| Regent Peak Wealth Advisors LLC | 5,032 | $2.58M | 0.84% | −183−3.5% | Reduced |
| Stratos Wealth Advisors, LLC | 5,057 | $2.60M | 0.24% | −250−4.7% | Reduced |
| AXS Investments LLC | 5,061 | $2.60M | 0.92% | −1,075−17.5% | Reduced |
| TrimTabs Asset Management, LLC | 5,065 | $2.60M | 1.59% | −204−3.9% | Reduced |
| Solidarilty Wealth, LLC | 4,814 | $2.61M | 1.41% | −5,318−52.5% | Reduced |
| Malaga Cove Capital, LLC | 5,120 | $2.62M | 1.46% | −7−0.1% | Reduced |
| Moser Wealth Advisors, LLC | 5,105 | $2.62M | 1.95% | 00.0% | Unchanged |
| Signet Investment Advisory Group, Inc. | 5,129 | $2.63M | 1.83% | −285−5.3% | Reduced |
| Circle Wealth Management, LLC | 5,135 | $2.64M | 0.42% | −3−0.1% | Reduced |
| Archford Capital Strategies, LLC | 5,153 | $2.65M | 0.67% | +321+6.6% | Added |
| Marcum Wealth, LLC | 5,177 | $2.66M | 0.40% | −168−3.1% | Reduced |
| Spouting Rock Asset Management, LLC | 5,182 | $2.66M | 1.73% | +5,182 | New |
| JNBA Financial Advisors | 5,203 | $2.67M | 0.41% | +342+7.0% | Added |
| NinePointTwo Capital | 5,210 | $2.68M | 0.93% | +57+1.1% | Added |
| Coastal Investment Advisors, Inc. | 5,175 | $2.68M | 0.66% | +129+2.6% | Added |
| Destination Wealth Management | 5,213 | $2.68M | 0.11% | +4,610+764.5% | Added |
| Gofen & Glossberg LLC | 5,237 | $2.69M | 0.07% | −207−3.8% | Reduced |
| Algert Global LLC | 5,247 | $2.69M | 0.20% | −592−10.1% | Reduced |
| Ashburton (Jersey) Ltd | 5,246 | $2.69M | 1.32% | −364−6.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 5,255 | $2.70M | 0.69% | −383−6.8% | Reduced |
| McDonald Partners LLC | 5,267 | $2.71M | 0.69% | +47+0.9% | Added |
| Waypoint Capital Advisors, LLC | 5,268 | $2.71M | 1.23% | −72−1.3% | Reduced |
| Guardian Wealth Advisors, LLC | 5,288 | $2.72M | 0.50% | +2,001+60.9% | Added |
| Northside Capital Management, LLC | 5,289 | $2.72M | 0.86% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 5,297 | $2.72M | 0.74% | +391+8.0% | Added |
| Act Two Investors LLC | 5,301 | $2.72M | 2.57% | −123−2.3% | Reduced |
| Oarsman Capital, Inc. | 5,310 | $2.73M | 1.35% | +76+1.5% | Added |
| Leeward Financial Partners, LLC | 5,311 | $2.73M | 1.87% | −179−3.3% | Reduced |
| M Holdings Securities, Inc. | 5,324 | $2.73M | 0.28% | −670−11.2% | Reduced |
| Heritage Wealth Management, LLC | 5,336 | $2.74M | 0.91% | −1,777−25.0% | Reduced |
| Journey Advisory Group, LLC | 5,131 | $2.75M | 0.63% | +912+21.6% | Added |
| Modera Wealth Management, LLC | 5,359 | $2.75M | 0.13% | −21−0.4% | Reduced |
| Dohj, LLC | 5,361 | $2.75M | 1.57% | −242−4.3% | Reduced |
| Spears Abacus Advisors LLC | 5,368 | $2.76M | 0.25% | 00.0% | Unchanged |
| 55I, LLC | 5,373 | $2.76M | 0.08% | +3,494+185.9% | Added |
| Columbia Trust Co 01012016 | 5,386 | $2.77M | 1.49% | −87−1.6% | Reduced |
| Alpha Square Group S, LLC | 5,400 | $2.77M | 1.17% | +5,400 | New |
| WealthTrust Asset Management, LLC | 5,403 | $2.77M | 2.62% | +1,917+55.0% | Added |
| M&R Capital Management Inc | 5,420 | $2.78M | 0.73% | −46−0.8% | Reduced |
| Rice Partnership, LLC | 5,450 | $2.80M | 0.98% | +4,990+1,084.8% | Added |
| Menard Financial Group LLC | 5,472 | $2.81M | 4.60% | −324−5.6% | Reduced |
| Founders Financial Securities LLC | 5,481 | $2.81M | 0.55% | −18−0.3% | Reduced |
| Cox Capital Mgt LLC | 5,482 | $2.82M | 1.92% | −4,464−44.9% | Reduced |
| Bell Bank | 5,487 | $2.82M | 0.34% | +878+19.0% | Added |
| SkyView Investment Advisors, LLC | 5,508 | $2.83M | 0.75% | +20+0.4% | Added |
| KCS Wealth Advisory | 5,513 | $2.83M | 1.26% | +55+1.0% | Added |
| G&S Capital LLC | 5,515 | $2.83M | 1.67% | +5,515 | New |
| Sofos Investments, Inc. | 13,364 | $2.84M | 0.27% | +593+4.6% | Added |
| Bay Rivers Group | 5,530 | $2.84M | 2.53% | +267+5.1% | Added |
| Burleson & Company, LLC | 5,556 | $2.85M | 0.62% | −97−1.7% | Reduced |
| My Legacy Advisors, LLC | 5,521 | $2.85M | 1.43% | +516+10.3% | Added |
| Dempze Nancy E | 5,571 | $2.86M | 2.87% | −508−8.4% | Reduced |
| Wealthsource Partners, LLC | 5,597 | $2.88M | 0.21% | −597−9.6% | Reduced |
| Van Cleef Asset Management,Inc | 5,604 | $2.88M | 0.49% | −140−2.4% | Reduced |
| Freedom Day Solutions, LLC | 5,614 | $2.88M | 1.45% | −224−3.8% | Reduced |
| Fukoku Mutual Life Insurance Co | 5,616 | $2.88M | 0.24% | −186−3.2% | Reduced |
| Smithfield Trust Co | 5,627 | $2.89M | 0.20% | +73+1.3% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,633 | $2.89M | 1.52% | +46+0.8% | Added |
| Little House Capital LLC | 5,649 | $2.90M | 1.56% | +432+8.3% | Added |
| Avestar Capital, LLC | 5,654 | $2.90M | 0.79% | −3,352−37.2% | Reduced |
| Decatur Capital Management, Inc. | 5,668 | $2.91M | 2.15% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 5,674 | $2.91M | 0.73% | −285−4.8% | Reduced |
| Canandaigua National Corp | 5,679 | $2.92M | 0.52% | −1,046−15.6% | Reduced |
| Buckingham Strategic Partners | 5,688 | $2.92M | 0.25% | +3,068+117.1% | Added |
| IMA Wealth, Inc. | 5,696 | $2.93M | 0.72% | +9+0.2% | Added |
| Lineweaver Wealth Advisors, LLC | 5,699 | $2.93M | 0.97% | +186+3.4% | Added |
| Somerset Trust Co | 5,744 | $2.95M | 1.29% | +122+2.2% | Added |
| E&G Advisors, LP | 5,749 | $2.95M | 1.00% | +150+2.7% | Added |
| Atlas Private Wealth Management | 5,767 | $2.96M | 2.02% | −383−6.2% | Reduced |
| WCG Wealth Advisors LLC | 5,766 | $2.96M | 0.41% | +5,766 | New |
| Bigelow Investment Advisors, LLC | 5,771 | $2.96M | 1.63% | +77+1.4% | Added |
| Northeast Financial Group, Inc. | 5,789 | $2.97M | 2.51% | +63+1.1% | Added |
| Wealth Architects, LLC | 5,820 | $2.99M | 0.58% | −91−1.5% | Reduced |
| Brown Miller Wealth Management, LLC | 5,826 | $2.99M | 2.04% | +171+3.0% | Added |
| Richwood Investment Advisors, LLC | 5,841 | $3.00M | 3.03% | +10+0.2% | Added |
| Platte River Wealth Advisors, LLC | 5,852 | $3.01M | 1.30% | −10−0.2% | Reduced |
| Highland Private Wealth Management | 5,854 | $3.01M | 0.46% | +584+11.1% | Added |
| Jump Financial, LLC | 5,855 | $3.01M | 0.13% | +3,385+137.0% | Added |
| Peterson Financial Group, Inc. | 5,886 | $3.02M | 2.85% | +295+5.3% | Added |