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 |
|---|---|---|---|---|---|
| AIMZ Investment Advisors, LLC | 7,158 | $3.68M | 1.76% | −71−1.0% | Reduced |
| TFG Advisers LLC | 7,194 | $3.69M | 1.97% | +105+1.5% | Added |
| Strategic Advisors LLC | 7,212 | $3.70M | 0.77% | −687−8.7% | Reduced |
| Pinkerton Retirement Specialists, LLC | 7,254 | $3.73M | 1.13% | +184+2.6% | Added |
| Hohimer Wealth Management, LLC | 7,263 | $3.73M | 1.10% | −3,990−35.5% | Reduced |
| True North Advisors, LLC | 7,282 | $3.74M | 1.16% | +52+0.7% | Added |
| Wealth Alliance | 7,284 | $3.74M | 0.72% | −222−3.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 7,303 | $3.75M | 0.83% | +1,091+17.6% | Added |
| Harvest Volatility Management LLC | 7,305 | $3.75M | 0.60% | +637+9.6% | Added |
| RFG Advisory, LLC | 7,028 | $3.76M | 0.22% | +2,875+69.2% | Added |
| BNC Wealth Management, LLC | 7,341 | $3.77M | 1.97% | −72−1.0% | Reduced |
| Barometer Capital Management Inc. | 7,421 | $3.77M | 1.54% | +990+15.4% | Added |
| Voya Financial Advisors, Inc. | 7,315 | $3.77M | 0.47% | +250+3.5% | Added |
| Clear Street Markets LLC | 7,343 | $3.77M | 1.27% | +4,843+193.7% | Added |
| Caldwell Investment Management Ltd. | 7,351 | $3.78M | 3.79% | 00.0% | Unchanged |
| Burns J W & Co Inc | 7,354 | $3.78M | 0.71% | +1,157+18.7% | Added |
| Boenning & Scattergood, Inc. | 7,403 | $3.80M | 0.72% | 00.0% | Unchanged |
| Delta Capital Management LLC | 7,410 | $3.81M | 2.86% | 00.0% | Unchanged |
| Proquility Private Wealth Partners, LLC | 7,414 | $3.81M | 1.63% | −12−0.2% | Reduced |
| Mechanics Bank Trust Department | 7,421 | $3.81M | 0.68% | +302+4.2% | Added |
| Connecticut Wealth Management, LLC | 7,441 | $3.82M | 0.33% | −35−0.5% | Reduced |
| Harbour Investment Management LLC | 7,443 | $3.82M | 2.30% | −160−2.1% | Reduced |
| GDS Wealth Management | 7,490 | $3.85M | 0.86% | +775+11.5% | Added |
| Altman Advisors, Inc. | 7,235 | $3.87M | 2.21% | −18−0.2% | Reduced |
| Bensler, LLC | 7,544 | $3.87M | 0.92% | +126+1.7% | Added |
| NorthRock Partners, LLC | 7,548 | $3.88M | 0.40% | +261+3.6% | Added |
| Compagnie Lombard Odier SCmA | 7,550 | $3.88M | 0.10% | +3,159+71.9% | Added |
| PFG Advisors | 7,559 | $3.88M | 0.44% | +222+3.0% | Added |
| Studio Investment Management LLC | 7,592 | $3.90M | 1.35% | −425−5.3% | Reduced |
| Page Arthur B | 7,600 | $3.90M | 3.70% | −473−5.9% | Reduced |
| Strategic Capital Advisers, Inc. | 7,609 | $3.91M | 3.23% | −41−0.5% | Reduced |
| Clear Harbor Asset Management, LLC | 7,620 | $3.91M | 0.52% | +49+0.6% | Added |
| Westover Capital Advisors, LLC | 7,623 | $3.92M | 1.44% | +505+7.1% | Added |
| Bollard Group LLC | 7,642 | $3.92M | 0.16% | +14+0.2% | Added |
| Raab & Moskowitz Asset Management LLC | 7,643 | $3.92M | 1.54% | +325+4.4% | Added |
| Peachtree Investment Partners, LLC | 7,645 | $3.93M | 2.45% | −592−7.2% | Reduced |
| First Horizon Advisors, Inc. | 7,667 | $3.94M | 0.14% | +1,181+18.2% | Added |
| Veriti Management LLC | 7,674 | $3.94M | 0.55% | +245+3.3% | Added |
| Hyman Charles D | 7,691 | $3.95M | 0.29% | +415+5.7% | Added |
| Capital Insight Partners, LLC | 7,698 | $3.95M | 0.92% | +124+1.6% | Added |
| Merit Financial Group, LLC | 7,718 | $3.96M | 0.13% | +6,010+351.9% | Added |
| Foster & Motley Inc | 7,721 | $3.97M | 0.35% | −427−5.2% | Reduced |
| Forefront Wealth Management Inc. | 7,715 | $3.97M | 5.35% | −29−0.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 7,745 | $3.98M | 0.64% | +427+5.8% | Added |
| Jackson Wealth Management, LLC | 7,751 | $3.98M | 1.84% | −10,354−57.2% | Reduced |
| West Branch Capital LLC | 7,774 | $3.99M | 2.31% | +323+4.3% | Added |
| Private Trust Co NA | 7,782 | $4.00M | 0.62% | −727−8.5% | Reduced |
| Chase Investment Counsel Corp | 7,797 | $4.00M | 2.16% | −10−0.1% | Reduced |
| Roanoke Asset Management Corp | 7,810 | $4.01M | 1.80% | −5−0.1% | Reduced |
| MU Investments Co., Ltd. | 7,780 | $4.01M | 5.42% | −420−5.1% | Reduced |
| Family Legacy, Inc. | 7,809 | $4.02M | 1.90% | −216−2.7% | Reduced |
| Piscataqua Savings Bank | 7,832 | $4.02M | 3.52% | −856−9.9% | Reduced |
| City Holding Co | 7,836 | $4.03M | 0.76% | +766+10.8% | Added |
| Affiance Financial, LLC | 7,850 | $4.03M | 2.17% | +3,627+85.9% | Added |
| Grove Bank & Trust | 7,853 | $4.03M | 0.97% | −540−6.4% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 7,901 | $4.06M | 0.48% | −1,510−16.0% | Reduced |
| Union Heritage Capital, LLC | 7,900 | $4.06M | 2.61% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 7,918 | $4.07M | 0.36% | −467−5.6% | Reduced |
| Jackson Square Capital, LLC | 7,930 | $4.07M | 1.72% | +7,930 | New |
| Oak Associates, Ltd | 7,950 | $4.08M | 0.32% | −1,300−14.1% | Reduced |
| Wrapmanager Inc | 7,959 | $4.09M | 1.28% | −626−7.3% | Reduced |
| Zeke Capital Advisors, LLC | 7,971 | $4.09M | 0.27% | −4,189−34.4% | Reduced |
| DeDora Capital, Inc. | 7,988 | $4.10M | 2.07% | −374−4.5% | Reduced |
| Strategic Financial Services, Inc, | 8,021 | $4.12M | 0.35% | −1,252−13.5% | Reduced |
| Premier Asset Management LLC | 7,618 | $4.13M | 3.34% | −11,250−59.6% | Reduced |
| Lincoln National Corp | 8,161 | $4.19M | 0.10% | −589−6.7% | Reduced |
| Fieldpoint Private Securities, LLC | 8,178 | $4.20M | 1.22% | −5,710−41.1% | Reduced |
| Community Bank, N.A. | 8,182 | $4.20M | 0.60% | +57+0.7% | Added |
| Keebeck Wealth Management, LLC | 8,198 | $4.21M | 0.80% | −672−7.6% | Reduced |
| Private Wealth Strategies, L.L.C. | 8,250 | $4.24M | 1.18% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 8,258 | $4.24M | 2.95% | +60+0.7% | Added |
| Advisor Resource Council | 8,268 | $4.25M | 0.40% | +5,497+198.4% | Added |
| Scott & Selber, Inc. | 8,273 | $4.25M | 1.94% | −99−1.2% | Reduced |
| SNS Financial Group, LLC | 8,314 | $4.27M | 0.56% | −93−1.1% | Reduced |
| We Are One Seven, LLC | 8,317 | $4.27M | 0.59% | −5,647−40.4% | Reduced |
| Compton Wealth Advisory Group, LLC | 8,360 | $4.29M | 1.85% | −21−0.3% | Reduced |
| Murphy Pohlad Asset Management LLC | 8,363 | $4.29M | 1.88% | −150−1.8% | Reduced |
| JT Stratford LLC | 8,372 | $4.30M | 1.36% | −122−1.4% | Reduced |
| Resources Investment Advisors, LLC. | 8,382 | $4.30M | 0.18% | −359−4.1% | Reduced |
| Brighton Jones LLC | 8,424 | $4.33M | 0.25% | +858+11.3% | Added |
| Enterprise Bank & Trust Co | 8,511 | $4.37M | 1.98% | −1,160−12.0% | Reduced |
| Becker Capital Management Inc | 8,515 | $4.37M | 0.21% | −14−0.2% | Reduced |
| Gateway Advisory, LLC | 8,537 | $4.38M | 1.87% | −5−0.1% | Reduced |
| Nicollet Investment Management, Inc. | 8,602 | $4.42M | 2.38% | −70−0.8% | Reduced |
| South State Corp. | 8,619 | $4.43M | 0.42% | +570+7.1% | Added |
| Ameritas Advisory Services, LLC | 8,660 | $4.45M | 0.26% | +992+12.9% | Added |
| Strategic Blueprint, LLC | 8,695 | $4.47M | 0.58% | +6,834+367.2% | Added |
| Benson Investment Management Company, Inc. | 8,756 | $4.48M | 2.79% | −1,689−16.2% | Reduced |
| Northeast Financial Consultants Inc | 8,716 | $4.48M | 0.31% | −97−1.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 8,716 | $4.48M | 0.03% | +6,938+390.2% | Added |
| Second Half Financial Partners, LLC | 12,038 | $4.48M | 3.57% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 8,758 | $4.50M | 0.22% | −904−9.4% | Reduced |
| Martin Capital Partners, LLC | 8,780 | $4.51M | 2.14% | +27+0.3% | Added |
| United Capital Management of KS, Inc. | 8,890 | $4.57M | 2.15% | −271−3.0% | Reduced |
| Glen Eagle Advisors, LLC | 8,893 | $4.57M | 1.24% | +2,618+41.7% | Added |
| RDA Financial Network | 8,917 | $4.58M | 2.31% | +31+0.3% | Added |
| Plimoth Trust Co LLC | 8,949 | $4.60M | 1.45% | −114−1.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 8,964 | $4.60M | 0.55% | +375+4.4% | Added |
| Banco de Sabadell, S.A | 8,989 | $4.62M | 3.87% | −1,818−16.8% | Reduced |
| River & Mercantile Asset Management LLP | 8,960 | $4.62M | 0.82% | −200−2.2% | Reduced |