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 |
|---|---|---|---|---|---|
| Northeast Investment Management | 9,030 | $4.64M | 0.30% | +4,729+110.0% | Added |
| Peloton Wealth Strategists | 9,116 | $4.68M | 2.28% | −375−4.0% | Reduced |
| Canal Capital Management, LLC | 9,121 | $4.68M | 1.40% | +686+8.1% | Added |
| Kerrisdale Advisers, LLC | 9,130 | $4.69M | 1.48% | +9,130 | New |
| NWK Group, Inc. | 9,135 | $4.69M | 3.16% | +107+1.2% | Added |
| Laidlaw Wealth Management LLC | 9,154 | $4.70M | 0.96% | −250−2.7% | Reduced |
| Atlantic Trust, LLC | 9,166 | $4.71M | 3.58% | +368+4.2% | Added |
| Regent Investment Management LLC | 9,177 | $4.71M | 1.32% | −136−1.5% | Reduced |
| Tranquility Partners, LLC | 9,216 | $4.73M | 2.45% | +476+5.4% | Added |
| Unison Asset Management LLC | 9,224 | $4.74M | 4.63% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 9,231 | $4.74M | 0.43% | +349+3.9% | Added |
| Karp Capital Management Corp | 9,272 | $4.76M | 0.84% | −706−7.1% | Reduced |
| Field & Main Bank | 9,277 | $4.76M | 3.07% | +1,295+16.2% | Added |
| Sequoia Financial Advisors, LLC | 9,278 | $4.77M | 0.13% | +356+4.0% | Added |
| Weik Capital Management | 9,296 | $4.78M | 2.18% | +16+0.2% | Added |
| Prime Capital Investment Advisors, LLC | 9,296 | $4.78M | 0.29% | +8,010+622.9% | Added |
| Mitchell McLeod Pugh & Williams Inc | 9,301 | $4.78M | 1.85% | −195−2.1% | Reduced |
| Morgan Jess S & Co Inc | 9,314 | $4.78M | 4.96% | −269−2.8% | Reduced |
| Nelson Capital Management, LLC | 9,320 | $4.79M | 1.32% | +9,320 | New |
| Pavadi Capital LLC | 9,335 | $4.79M | 4.35% | +1,481+18.9% | Added |
| Orleans Capital Management Corp | 9,347 | $4.80M | 3.59% | −20−0.2% | Reduced |
| Quadrant Capital Group LLC | 9,369 | $4.81M | 0.65% | +386+4.3% | Added |
| Covenant Asset Management, LLC | 9,374 | $4.82M | 1.85% | −78−0.8% | Reduced |
| Gs Investments, Inc. | 9,005 | $4.82M | 2.76% | −107−1.2% | Reduced |
| Ocean Capital Management, LLC | 9,438 | $4.83M | 2.64% | −358−3.7% | Reduced |
| Wade G W & Inc | 9,446 | $4.85M | 0.22% | +266+2.9% | Added |
| Institutional & Family Asset Management, LLC | 9,465 | $4.86M | 0.85% | +185+2.0% | Added |
| Fund Management at Engine No. 1 LLC | 9,473 | $4.87M | 1.29% | +1,500+18.8% | Added |
| PACK Private Wealth, LLC | 9,506 | $4.88M | 4.46% | −1,005−9.6% | Reduced |
| Univest Financial Corp | 9,517 | $4.89M | 1.59% | −55−0.6% | Reduced |
| LexAurum Advisors, LLC | 9,518 | $4.89M | 1.83% | +56+0.6% | Added |
| Investment House LLC | 9,540 | $4.90M | 0.43% | +30+0.3% | Added |
| FourThought Financial, LLC | 9,589 | $4.92M | 0.72% | +3,700+62.8% | Added |
| Legacy Advisors, LLC | 9,609 | $4.93M | 1.04% | +371+4.0% | Added |
| Ritholtz Wealth Management | 9,661 | $4.96M | 0.31% | +692+7.7% | Added |
| Whalerock Point Partners, LLC | 9,690 | $4.98M | 2.10% | +270+2.9% | Added |
| Goodwin Daniel L | 9,730 | $5.00M | 2.75% | 00.0% | Unchanged |
| Holderness Investments Co | 9,732 | $5.00M | 2.09% | −361−3.6% | Reduced |
| Morris Capital Advisors, LLC | 9,775 | $5.02M | 4.48% | +166+1.7% | Added |
| Capital International Sarl | 9,815 | $5.04M | 0.40% | −33,886−77.5% | Reduced |
| Dorchester Wealth Management Co | 9,834 | $5.05M | 1.01% | +100+1.0% | Added |
| Chatham Capital Group, Inc. | 9,848 | $5.06M | 1.14% | −53−0.5% | Reduced |
| VGI Partners Ltd | 9,856 | $5.06M | 0.86% | +9,856 | New |
| J. W. Coons Advisors, LLC | 9,888 | $5.08M | 1.79% | −2,857−22.4% | Reduced |
| Trust Asset Management LLC | 9,887 | $5.08M | 0.71% | +427+4.5% | Added |
| Proequities, Inc. | 9,888 | $5.08M | 0.43% | +1,414+16.7% | Added |
| Pensionfund Sabic | 9,900 | $5.08M | 1.62% | −1,000−9.2% | Reduced |
| Bond & Devick Financial Network, Inc. | 9,916 | $5.09M | 4.45% | +337+3.5% | Added |
| GM Advisory Group, Inc. | 9,932 | $5.10M | 0.80% | +4,605+86.4% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 9,947 | $5.11M | 1.76% | −641−6.1% | Reduced |
| Qtron Investments LLC | 9,958 | $5.12M | 1.12% | +1,613+19.3% | Added |
| Handelsinvest Investeringsforvaltning | 9,989 | $5.13M | 0.76% | −4,372−30.4% | Reduced |
| Olstein Capital Management, L.P. | 10,000 | $5.14M | 0.77% | −500−4.8% | Reduced |
| Centre Asset Management, LLC | 10,000 | $5.14M | 1.37% | +3,019+43.2% | Added |
| Bessemer Securities LLC | 10,010 | $5.14M | 1.80% | 00.0% | Unchanged |
| Intrust Bank NA | 10,025 | $5.15M | 0.74% | +130+1.3% | Added |
| Timber Creek Capital Management LLC | 10,033 | $5.15M | 1.70% | +990+10.9% | Added |
| Lindenwold Advisors | 10,035 | $5.15M | 3.67% | +116+1.2% | Added |
| Nikulski Financial, Inc. | 10,051 | $5.16M | 2.56% | +113+1.1% | Added |
| Sky Investment Group LLC | 10,070 | $5.17M | 1.24% | +69+0.7% | Added |
| Stanley-Laman Group, Ltd. | 10,084 | $5.18M | 0.92% | +665+7.1% | Added |
| Duff & Phelps Investment Management Co | 10,121 | $5.20M | 0.06% | +100+1.0% | Added |
| Mount Yale Investment Advisors, LLC | 10,149 | $5.21M | 0.66% | +148+1.5% | Added |
| HGK Asset Management Inc | 10,152 | $5.21M | 1.90% | −1,316−11.5% | Reduced |
| Harbour Investments, Inc. | 10,210 | $5.24M | 0.35% | +10,210 | New |
| Berkshire Asset Management LLC | 10,293 | $5.29M | 0.35% | −974−8.6% | Reduced |
| Constitution Capital LLC | 10,302 | $5.29M | 3.39% | +800+8.4% | Added |
| Meridian Wealth Advisors, LLC | 10,321 | $5.30M | 1.41% | −313−2.9% | Reduced |
| Wealth Advisory Solutions, LLC | 10,348 | $5.32M | 1.31% | −1,443−12.2% | Reduced |
| HBW Advisory Services LLC | 10,380 | $5.33M | 1.44% | +5,256+102.6% | Added |
| Moors & Cabot, Inc. | 10,411 | $5.35M | 0.38% | −55−0.5% | Reduced |
| Tower View Investment Management & Research LLC | 10,412 | $5.35M | 3.96% | −338−3.1% | Reduced |
| Wealthspire Advisors, LLC | 10,441 | $5.36M | 0.11% | +2,682+34.6% | Added |
| CWA Asset Management Group, LLC | 10,445 | $5.37M | 0.50% | −3,201−23.5% | Reduced |
| Fairhaven Wealth Management, LLC | 10,501 | $5.39M | 2.53% | −158−1.5% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 10,515 | $5.40M | 1.83% | −2,311−18.0% | Reduced |
| NBW Capital LLC | 10,534 | $5.41M | 1.48% | +2,749+35.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,543 | $5.41M | 0.55% | −981−8.5% | Reduced |
| Souders Financial Advisors | 10,550 | $5.42M | 1.56% | −248−2.3% | Reduced |
| Ironvine Capital Partners, LLC | 10,576 | $5.43M | 0.67% | +6,134+138.1% | Added |
| Trinity Legacy Partners, LLC | 10,554 | $5.46M | 2.12% | +8,268+361.7% | Added |
| Baker Avenue Asset Management, LP | 10,641 | $5.47M | 0.37% | +429+4.2% | Added |
| Clarius Group, LLC | 10,685 | $5.49M | 0.55% | +415+4.0% | Added |
| Bowling Portfolio Management LLC | 10,693 | $5.49M | 1.38% | +74+0.7% | Added |
| Belpointe Asset Management LLC | 10,695 | $5.49M | 0.37% | −645−5.7% | Reduced |
| Buckhead Capital Management LLC | 10,699 | $5.50M | 1.36% | −3,348−23.8% | Reduced |
| Capital Analysts, LLC | 10,699 | $5.50M | 0.38% | −91−0.8% | Reduced |
| HAP Trading, LLC | 10,702 | $5.50M | 0.69% | −2,124−16.6% | Reduced |
| Hilltop Holdings Inc. | 10,713 | $5.50M | 0.73% | −2,004−15.8% | Reduced |
| Savant Capital, LLC | 10,730 | $5.51M | 0.17% | +828+8.4% | Added |
| Simmons Bank | 10,750 | $5.52M | 0.48% | +2,431+29.2% | Added |
| Bellecapital International Ltd. | 10,756 | $5.53M | 1.54% | +10,756 | New |
| Bryn Mawr Trust Co | 10,769 | $5.53M | 0.25% | +77+0.7% | Added |
| Bank of New Hampshire | 10,781 | $5.54M | 1.60% | −854−7.3% | Reduced |
| Greenline Partners, LLC | 10,807 | $5.55M | 1.20% | −9,277−46.2% | Reduced |
| Mirador Capital Partners LP | 10,861 | $5.58M | 1.32% | −18−0.2% | Reduced |
| Equitable Holdings, Inc. | 10,905 | $5.60M | 0.11% | +685+6.7% | Added |
| Bank of Nova Scotia Trust Co | 10,908 | $5.60M | 0.57% | −72−0.7% | Reduced |
| Kinneret Advisory, LLC | 10,936 | $5.62M | 0.73% | +231+2.2% | Added |
| Pictet Bank & Trust Ltd | 10,960 | $5.63M | 3.87% | +217+2.0% | Added |