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
- 2,965
- +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
- 1,225 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 |
|---|---|---|---|---|---|
| Front Row Advisors LLC | 182 | $93.0K | 0.05% | −9−4.7% | Reduced |
| Clearview Wealth Advisors LLC | 188 | $97.0K | 0.07% | +1+0.5% | Added |
| Wagner Wealth Management, LLC | 191 | $98.0K | 0.08% | +191 | New |
| CKW Financial Group | 200 | $103.0K | 0.02% | −25−11.1% | Reduced |
| Carmichael Hill & Associates, Inc. | 200 | $103.0K | 0.06% | +4+2.0% | Added |
| PYA Waltman Capital, LLC | 204 | $105.0K | 0.06% | 00.0% | Unchanged |
| Addison Advisors LLC | 212 | $109.0K | 0.07% | −67−24.0% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 212 | $109.0K | 0.08% | +1+0.5% | Added |
| Hoese & Co LLP | 212 | $109.0K | 0.12% | 00.0% | Unchanged |
| Maj Invest Holding A/S | 222 | $114.0K | 0.00% | −716,872−100.0% | Reduced |
| Norway Savings Bank | 222 | $114.0K | 0.06% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 225 | $116.0K | 0.05% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 230 | $118.0K | 0.04% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 231 | $119.0K | 0.07% | +7+3.1% | Added |
| AGF Investments LLC | 236 | $121.0K | 0.01% | −532−69.3% | Reduced |
| O'Brien Wealth Partners LLC | 236 | $121.0K | 0.05% | +47+24.9% | Added |
| Rowland & Co Investment Counsel | 237 | $121.7K | 0.03% | 00.0% | Unchanged |
| Hudock, Inc. | 237 | $122.0K | 0.04% | +99+71.7% | Added |
| Orion Capital Management LLC | 245 | $126.0K | 0.10% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 253 | $129.0K | 0.09% | +253 | New |
| TFC Financial Management | 253 | $130.0K | 0.04% | 00.0% | Unchanged |
| Corbenic Partners LLC | 253 | $130.0K | 0.03% | +145+134.3% | Added |
| Baron Financial Group, LLC | 255 | $131.0K | 0.09% | −25−8.9% | Reduced |
| Hanson & Doremus Investment Management | 256 | $131.0K | 0.03% | +16+6.7% | Added |
| Sterling Investment Advisors, Ltd. | 257 | $132.0K | 0.05% | −105−29.0% | Reduced |
| Ten Capital Wealth Advisors, LLC | 263 | $135.0K | 0.06% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 270 | $139.0K | 0.06% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 274 | $141.0K | 0.04% | 00.0% | Unchanged |
| New Millennium Group LLC | 280 | $143.0K | 0.15% | +280 | New |
| First PREMIER Bank | 281 | $144.0K | 0.04% | +16+6.0% | Added |
| Financial Connections Group, Inc. | 281 | $144.0K | 0.13% | +54+23.8% | Added |
| Tradewinds Capital Management, LLC | 291 | $149.0K | 0.06% | −42−12.6% | Reduced |
| Lowe Wealth Advisors, LLC | 291 | $149.0K | 0.08% | +30+11.5% | Added |
| Financial Management Professionals, Inc. | 297 | $153.0K | 0.04% | +13+4.6% | Added |
| Surevest, LLC | 300 | $154.0K | 0.04% | +215+252.9% | Added |
| Tortoise Investment Management, LLC | 303 | $156.0K | 0.03% | +238+366.2% | Added |
| Transamerica Financial Advisors, Inc. | 308 | $159.0K | 0.02% | +308 | New |
| Solstein Capital, LLC | 320 | $164.0K | 0.13% | 00.0% | Unchanged |
| Retirement Group, LLC | 323 | $166.0K | 0.07% | −9−2.7% | Reduced |
| Disciplined Investments, LLC | 328 | $168.0K | 0.08% | +39+13.5% | Added |
| TSFG, LLC | 332 | $171.0K | 0.07% | +7+2.2% | Added |
| PSI Advisors, LLC | 335 | $172.0K | 0.08% | +1+0.3% | Added |
| FSC Wealth Advisors, LLC | 342 | $176.0K | 1.56% | +17+5.2% | Added |
| Your Advocates Ltd., LLP | 350 | $180.0K | 0.11% | 00.0% | Unchanged |
| Monolith Advisors | 352 | $181.0K | 0.19% | −5−1.4% | Reduced |
| Focused Wealth Management, Inc | 352 | $181.0K | 0.03% | +1+0.3% | Added |
| WFA Asset Management Corp | 357 | $183.4K | 0.13% | +1+0.3% | Added |
| Tevis Investment Management | 362 | $187.0K | 0.18% | 00.0% | Unchanged |
| Founders Capital Management | 370 | $190.0K | 0.15% | −170−31.5% | Reduced |
| Cornerstone Management, Inc. | 375 | $192.6K | 0.05% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 378 | $194.0K | 0.05% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 377 | $194.0K | 0.14% | +377 | New |
| Hills Bank & Trust Co | 382 | $196.0K | 0.03% | −6−1.5% | Reduced |
| Selective Wealth Management, Inc. | 392 | $201.0K | 0.07% | −36−8.4% | Reduced |
| White Lighthouse Investment Management Inc. | 392 | $201.0K | 0.06% | +392 | New |
| McMahon Financial Advisors, LLC | 395 | $202.0K | 0.07% | +395 | New |
| Warren Street Wealth Advisors, LLC | 393 | $202.0K | 0.20% | +393 | New |
| Rainey & Randall Investment Management Inc. | 393 | $202.0K | 0.08% | +393 | New |
| Investment Management Associates Inc | 375 | $203.0K | 0.09% | +375 | New |
| Monticello Wealth Management, LLC | 397 | $204.0K | 0.02% | −96−19.5% | Reduced |
| Summit Asset Management, LLC | 397 | $204.0K | 0.06% | −59−12.9% | Reduced |
| Meridian Wealth Partners, LLC | 397 | $204.0K | 0.05% | +397 | New |
| Southern Capital Advisors, LLC | 400 | $205.0K | 0.16% | −8−2.0% | Reduced |
| Hutner Capital Management Inc | 400 | $205.0K | 0.13% | 00.0% | Unchanged |
| West Coast Financial LLC | 400 | $205.0K | 0.04% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 400 | $205.0K | 0.05% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 400 | $205.0K | 0.13% | 00.0% | Unchanged |
| Willis Johnson & Associates, Inc. | 401 | $206.0K | 0.03% | +401 | New |
| V2 Financial group LLC | 403 | $207.0K | 0.17% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 404 | $208.0K | 0.17% | +61+17.8% | Added |
| Integral Investment Advisors, Inc. | 406 | $209.0K | 0.18% | 00.0% | Unchanged |
| Harbor Advisory Corp | 406 | $209.0K | 0.09% | +9+2.3% | Added |
| Claret Asset Management Corp | 409 | $210.0K | 0.05% | −115−21.9% | Reduced |
| Harvest Investment Services, LLC | 410 | $210.0K | 0.16% | −10−2.4% | Reduced |
| Grandfield & Dodd, LLC | 400 | $210.0K | 0.02% | 00.0% | Unchanged |
| First National Advisers, LLC | 408 | $210.0K | 0.44% | +408 | New |
| A. D. Beadell Investment Counsel, Inc. | 411 | $211.0K | 0.18% | −75−15.4% | Reduced |
| Lion Street Advisors, LLC | 456 | $211.0K | 0.11% | −5−1.1% | Reduced |
| Benedetti & Gucer, Inc. | 410 | $211.0K | 0.14% | +410 | New |
| Axiom Financial Strategies, LLC | 413 | $212.0K | 0.11% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 413 | $212.0K | 0.07% | +413 | New |
| Northwest Investment Counselors, LLC | 415 | $213.0K | 0.07% | 00.0% | Unchanged |
| Hollow Brook Wealth Management LLC | 414 | $213.0K | 0.12% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 414 | $213.0K | 0.16% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 416 | $214.0K | 0.13% | 00.0% | Unchanged |
| Partners in Financial Planning | 410 | $215.0K | 0.07% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 418 | $215.0K | 0.05% | −1,087−72.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 423 | $216.0K | 0.20% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 420 | $216.0K | 0.08% | +20+5.0% | Added |
| Guardian Financial Partners, LLC | 420 | $216.0K | 0.24% | +420 | New |
| NTV Asset Management LLC | 423 | $217.0K | 0.04% | 00.0% | Unchanged |
| Madden Securities Corp | 423 | $217.0K | 0.12% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 424 | $217.0K | 0.15% | +16+3.9% | Added |
| Rockbridge Investment Management, LCC | 423 | $217.3K | 0.05% | −113−21.1% | Reduced |
| Palladiem, LLC | 425 | $218.0K | 0.22% | −35−7.6% | Reduced |
| Heartwood Wealth Advisors LLC | 424 | $218.0K | 0.04% | +424 | New |
| Motive Wealth Advisors | 428 | $220.0K | 0.17% | −46−9.7% | Reduced |
| SBK Financial, Inc. | 429 | $220.0K | 0.29% | 00.0% | Unchanged |
| Academy Capital Management Inc | 432 | $222.0K | 0.04% | 00.0% | Unchanged |
| BlueSky Wealth Advisors, LLC | 432 | $222.0K | 0.05% | 00.0% | Unchanged |