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 | 3,054 | $202.4B |
| Q4 2025 | 3,311 | $248.2B |
| Q3 2025 | 3,168 | $253.5B |
| Q2 2025 | 3,185 | $241.1B |
| Q1 2025 | 3,613 | $424.3B |
| Q4 2024 | 3,684 | $409.5B |
| Q3 2024 | 3,476 | $474.6B |
| Q2 2024 | 3,406 | $411.9B |
| Q1 2024 | 3,384 | $398.9B |
| Q4 2023 | 3,421 | $428.0B |
| Q3 2023 | 3,144 | $407.5B |
| Q2 2023 | 3,136 | $388.4B |
| Q1 2023 | 3,114 | $383.6B |
| Q4 2022 | 3,159 | $434.2B |
| Q3 2022 | 2,998 | $413.5B |
| Q2 2022 | 2,964 | $422.0B |
| Q1 2022 | 2,965 | $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 |
|---|---|---|---|---|---|
| 180 Wealth Advisors, LLC | 5,846 | $3.02M | 0.77% | −274−4.5% | Reduced |
| Continuum Advisory, LLC | 5,904 | $3.03M | 0.55% | +612+11.6% | Added |
| Strategic Wealth Partners, Ltd. | 5,920 | $3.04M | 0.66% | −511−7.9% | Reduced |
| Fairbanks Capital Management, Inc. | 5,927 | $3.04M | 2.65% | −145−2.4% | Reduced |
| Occidental Asset Management, LLC | 5,928 | $3.04M | 0.90% | −47−0.8% | Reduced |
| Seeyond | 5,976 | $3.07M | 0.35% | −1,476−19.8% | Reduced |
| River Wealth Advisors LLC | 5,976 | $3.07M | 0.57% | +290+5.1% | Added |
| Monetta Financial Services Inc | 6,000 | $3.08M | 3.23% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 6,000 | $3.08M | 1.78% | +2,000+50.0% | Added |
| Mount Lucas Management LP | 6,001 | $3.08M | 1.03% | +6,001 | New |
| BBR Partners, LLC | 6,008 | $3.09M | 0.36% | +240+4.2% | Added |
| Next Century Growth Investors LLC | 6,011 | $3.09M | 0.40% | +6,011 | New |
| Robertson Stephens Wealth Management, LLC | 6,012 | $3.09M | 0.31% | −864−12.6% | Reduced |
| Rehmann Capital Advisory Group | 6,021 | $3.09M | 0.34% | +44+0.7% | Added |
| Capital City Trust Co | 6,023 | $3.09M | 1.01% | +857+16.6% | Added |
| Kovack Advisors, Inc. | 6,029 | $3.10M | 0.41% | −1,693−21.9% | Reduced |
| Bank Hapoalim BM | 6,048 | $3.11M | 0.39% | −359−5.6% | Reduced |
| IFP Advisors, Inc | 18,245 | $3.12M | 0.11% | −13,573−42.7% | Reduced |
| Flagship Harbor Advisors, LLC | 6,091 | $3.13M | 0.35% | +451+8.0% | Added |
| Charles Carroll Financial Partners, LLC | 6,171 | $3.17M | 4.14% | +535+9.5% | Added |
| TrinityPoint Wealth, LLC | 6,187 | $3.18M | 0.70% | −553−8.2% | Reduced |
| Eudaimonia Partners, LLC | 6,208 | $3.19M | 0.58% | −7,391−54.3% | Reduced |
| Phoenix Holdings Ltd. | 6,207 | $3.19M | 0.07% | −1,543−19.9% | Reduced |
| Shepherd Financial Partners LLC | 6,214 | $3.19M | 0.62% | +284+4.8% | Added |
| Carret Asset Management, LLC | 6,223 | $3.20M | 0.44% | −381−5.8% | Reduced |
| Inscription Capital, LLC | 6,226 | $3.20M | 0.58% | +616+11.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 6,285 | $3.23M | 0.58% | +331+5.6% | Added |
| Regency Capital Management Inc. | 6,291 | $3.23M | 3.48% | +614+10.8% | Added |
| Summit Financial, LLC | 6,291 | $3.23M | 0.30% | −121−1.9% | Reduced |
| Tealwood Asset Management Inc | 6,293 | $3.23M | 1.60% | −105−1.6% | Reduced |
| Chemung Canal Trust Co | 6,294 | $3.23M | 0.74% | −8,691−58.0% | Reduced |
| SWS Partners | 6,304 | $3.24M | 2.73% | −721−10.3% | Reduced |
| Transcend Wealth Collective, LLC | 6,311 | $3.24M | 0.34% | +67+1.1% | Added |
| SevenBridge Financial Group, LLC | 6,314 | $3.24M | 1.31% | −144−2.2% | Reduced |
| Notis-McConarty Edward | 6,332 | $3.25M | 1.36% | +98+1.6% | Added |
| Townsend & Associates, Inc | 6,307 | $3.26M | 1.51% | −56−0.9% | Reduced |
| Investment Research & Advisory Group, Inc. | 6,358 | $3.27M | 2.39% | +283+4.7% | Added |
| Eads & Heald Wealth Management | 6,364 | $3.27M | 1.76% | −66−1.0% | Reduced |
| Summit X, LLC | 6,360 | $3.27M | 0.95% | −437−6.4% | Reduced |
| Parisi Gray Wealth Management | 6,378 | $3.28M | 1.71% | +138+2.2% | Added |
| Buckley Wealth Management, LLC | 6,385 | $3.28M | 1.06% | −271−4.1% | Reduced |
| Financial Advisory Service, Inc. | 6,393 | $3.28M | 0.35% | +321+5.3% | Added |
| Greenfield Savings Bank | 6,413 | $3.29M | 2.21% | +6,413 | New |
| NVWM, LLC | 6,421 | $3.30M | 1.28% | +2,435+61.1% | Added |
| Royal Fund Management, LLC | 6,429 | $3.30M | 0.55% | −350−5.2% | Reduced |
| Rossmore Private Capital | 6,429 | $3.30M | 0.57% | −89−1.4% | Reduced |
| Centric Wealth Management | 6,463 | $3.32M | 1.22% | −70−1.1% | Reduced |
| CX Institutional | 6,463 | $3.32M | 0.25% | +404+6.7% | Added |
| Avantax Planning Partners, Inc. | 6,461 | $3.32M | 0.14% | +841+15.0% | Added |
| Elmwood Wealth Management, Inc. | 6,476 | $3.33M | 1.90% | −30−0.5% | Reduced |
| Condor Capital Management | 6,509 | $3.34M | 0.43% | −4−0.1% | Reduced |
| Sentry Investment Management LLC | 6,519 | $3.35M | 1.51% | −1,167−15.2% | Reduced |
| S.E.E.D. Planning Group LLC | 6,531 | $3.35M | 1.52% | −222−3.3% | Reduced |
| DF Dent & Co Inc | 6,538 | $3.36M | 0.05% | −7−0.1% | Reduced |
| Elgethun Capital Management | 6,577 | $3.37M | 1.31% | +19+0.3% | Added |
| Sheets Smith Wealth Management | 6,591 | $3.38M | 0.56% | −25−0.4% | Reduced |
| Chemistry Wealth Management LLC | 6,590 | $3.38M | 1.30% | +230+3.6% | Added |
| Next Level Private LLC | 6,590 | $3.38M | 1.30% | +6,590 | New |
| Siena Capital LLC | 6,597 | $3.39M | 2.05% | −98−1.5% | Reduced |
| Birch Capital Management, LLC | 6,664 | $3.42M | 2.44% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 6,690 | $3.44M | 0.55% | −5−0.1% | Reduced |
| Legacy Wealth Management, LLC | 6,691 | $3.44M | 2.09% | 00.0% | Unchanged |
| Choate Investment Advisors | 6,704 | $3.44M | 0.21% | +925+16.0% | Added |
| Laurel Wealth Advisors, Inc. | 6,706 | $3.44M | 0.35% | −611−8.4% | Reduced |
| Wunderlich Capital Managemnt | 6,707 | $3.44M | 2.01% | −57−0.8% | Reduced |
| Forum Financial Management, LP | 6,718 | $3.45M | 0.17% | +183+2.8% | Added |
| Geneva Partners, LLC | 6,748 | $3.47M | 3.41% | −849−11.2% | Reduced |
| Eagle Rock Investment Company, LLC | 6,750 | $3.47M | 0.85% | +1,094+19.3% | Added |
| TCWP LLC | 6,799 | $3.49M | 0.74% | +118+1.8% | Added |
| Palouse Capital Management, Inc. | 6,803 | $3.49M | 1.73% | −187−2.7% | Reduced |
| Johnson Financial Group, Inc. | 6,819 | $3.50M | 0.25% | −958−12.3% | Reduced |
| Cypress Capital, LLC | 6,823 | $3.50M | 0.50% | −338−4.7% | Reduced |
| Great Diamond Partners, LLC | 6,834 | $3.51M | 1.17% | +230+3.5% | Added |
| Winton Group Ltd | 6,837 | $3.51M | 0.19% | −4,569−40.1% | Reduced |
| Cypress Capital Group | 6,847 | $3.52M | 0.54% | +177+2.7% | Added |
| Patten Group, Inc. | 6,864 | $3.53M | 1.13% | −69−1.0% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 6,879 | $3.53M | 0.01% | −2,641−27.7% | Reduced |
| Principle Wealth Partners LLC | 6,888 | $3.54M | 0.43% | +41+0.6% | Added |
| Ashford Capital Management Inc | 6,916 | $3.55M | 0.50% | −4−0.1% | Reduced |
| MPS Loria Financial Planners, LLC | 6,925 | $3.56M | 1.60% | +28+0.4% | Added |
| Mattern Wealth Management LLC | 6,936 | $3.56M | 1.39% | +70+1.0% | Added |
| Claraphi Advisory Network, LLC | 6,959 | $3.57M | 1.26% | +508+7.9% | Added |
| Gouws Capital LLC | 6,978 | $3.58M | 3.40% | +160+2.3% | Added |
| Abbrea Capital, LLC | 6,988 | $3.59M | 0.60% | +159+2.3% | Added |
| Sendero Wealth Management, LLC | 6,993 | $3.59M | 3.46% | +1,143+19.5% | Added |
| Doyle Wealth Management | 7,003 | $3.60M | 0.29% | +131+1.9% | Added |
| Aubrey Capital Management Ltd | 7,000 | $3.60M | 2.90% | +7,000 | New |
| Simplify Asset Management Inc. | 7,017 | $3.60M | 0.45% | +4,092+139.9% | Added |
| Advocate Group LLC | 7,029 | $3.61M | 0.84% | +7,029 | New |
| Stokes Family Office, LLC | 7,052 | $3.62M | 0.49% | +489+7.5% | Added |
| Harrell Investment Partners, LLC | 7,055 | $3.62M | 1.48% | +181+2.6% | Added |
| Legacy CG, LLC | 7,065 | $3.63M | 2.50% | +74+1.1% | Added |
| Sepio Capital, LP | 7,075 | $3.63M | 0.37% | +247+3.6% | Added |
| Valley Brook Capital Group | 7,079 | $3.64M | 3.75% | +25+0.4% | Added |
| HM Capital Management, LLC | 7,080 | $3.64M | 2.03% | +37+0.5% | Added |
| Renasant Bank | 7,100 | $3.65M | 2.98% | +620+9.6% | Added |
| Berkshire Bank | 7,110 | $3.65M | 1.06% | +163+2.3% | Added |
| Cypress Asset Management Inc | 7,138 | $3.67M | 1.31% | −385−5.1% | Reduced |
| Royal Capital Wealth Management, LLC | 7,148 | $3.67M | 3.98% | −35−0.5% | Reduced |
| Valeo Financial Advisors, LLC | 7,157 | $3.68M | 0.23% | −2,559−26.3% | Reduced |