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 |
|---|---|---|---|---|---|
| Pegasus Partners Ltd. | 10,998 | $5.65M | 1.18% | +20+0.2% | Added |
| SlateStone Wealth, LLC | 11,006 | $5.65M | 1.44% | +87+0.8% | Added |
| Cutler Group LP | 11,009 | $5.65M | 0.77% | −8,361−43.2% | Reduced |
| Affinity Investment Advisors, LLC | 11,014 | $5.66M | 2.76% | −46−0.4% | Reduced |
| Gamble Jones Investment Counsel | 11,034 | $5.67M | 0.42% | 00.0% | Unchanged |
| Kames Capital plc | 11,032 | $5.68M | 0.11% | +907+9.0% | Added |
| Csenge Advisory Group | 11,083 | $5.69M | 0.48% | +61+0.6% | Added |
| Stiles Financial Services Inc | 11,174 | $5.74M | 3.45% | −108−1.0% | Reduced |
| Strategic Wealth Advisors Group, LLC | 11,208 | $5.76M | 0.24% | +391+3.6% | Added |
| Bray Capital Advisors | 11,273 | $5.79M | 1.73% | −30−0.3% | Reduced |
| Lake Street Advisors Group, LLC | 11,318 | $5.81M | 0.41% | +107+1.0% | Added |
| Acropolis Investment Management, LLC | 11,337 | $5.82M | 0.57% | −62−0.5% | Reduced |
| Cornerstone Wealth Group, LLC | 11,375 | $5.84M | 1.22% | +651+6.1% | Added |
| AlphaStar Capital Management, LLC | 11,407 | $5.86M | 0.54% | +1,530+15.5% | Added |
| Puzo Michael J | 11,425 | $5.87M | 2.08% | −45−0.4% | Reduced |
| Kidder Stephen W | 11,447 | $5.88M | 2.28% | −10.0% | Reduced |
| Red Door Wealth Management, LLC | 11,449 | $5.88M | 2.18% | +991+9.5% | Added |
| Moloney Securities Asset Management, LLC | 11,480 | $5.90M | 1.38% | −17−0.1% | Reduced |
| RBA Wealth Management, LLC | 11,488 | $5.90M | 3.27% | +131+1.2% | Added |
| Barbara Oil Co. | 11,500 | $5.91M | 3.06% | 00.0% | Unchanged |
| CMH Wealth Management LLC | 11,563 | $5.94M | 2.15% | +366+3.3% | Added |
| Naples Global Advisors, LLC | 11,576 | $5.95M | 0.77% | +104+0.9% | Added |
| BOK Financial Private Wealth, Inc. | 11,586 | $5.95M | 0.53% | −5,332−31.5% | Reduced |
| Connable Office Inc | 11,613 | $5.96M | 0.91% | −155−1.3% | Reduced |
| Cunning Capital Partners, LP | 11,620 | $5.97M | 4.60% | −3,380−22.5% | Reduced |
| Resources Management Corp | 11,623 | $5.97M | 0.96% | −28−0.2% | Reduced |
| Brookstone Capital Management | 11,518 | $5.97M | 0.13% | −2,793−19.5% | Reduced |
| Barings LLC | 11,628 | $5.97M | 0.22% | −1,465−11.2% | Reduced |
| Paradigm Financial Partners, LLC | 11,680 | $6.01M | 1.80% | −1,159−9.0% | Reduced |
| Bristlecone Advisors, LLC | 11,719 | $6.02M | 0.74% | +741+6.7% | Added |
| Plancorp, LLC | 11,727 | $6.02M | 0.38% | +46+0.4% | Added |
| Mitchell Capital Management Co | 11,791 | $6.06M | 1.70% | +3,099+35.7% | Added |
| Duncker Streett & Co Inc | 11,800 | $6.06M | 1.45% | +1,360+13.0% | Added |
| WSFS Capital Management, LLC | 11,841 | $6.08M | 2.00% | −1,707−12.6% | Reduced |
| Bank of Hawaii | 11,889 | $6.11M | 0.39% | +1,093+10.1% | Added |
| Lountzis Asset Management, LLC | 11,920 | $6.12M | 4.10% | −177−1.5% | Reduced |
| Lynch Asset Management, Inc. | 12,000 | $6.16M | 5.04% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 12,098 | $6.21M | 0.22% | +1,000+9.0% | Added |
| Unigestion Holding SA | 12,100 | $6.21M | 0.35% | +2,429+25.1% | Added |
| Cigna Investments Inc | 12,143 | $6.24M | 1.25% | −4,505−27.1% | Reduced |
| Moneta Group Investment Advisors LLC | 12,162 | $6.25M | 0.21% | +861+7.6% | Added |
| Fulton Bank, N.A. | 12,202 | $6.27M | 0.35% | −265−2.1% | Reduced |
| Ayrshire Capital Management LLC | 12,230 | $6.28M | 4.44% | −358−2.8% | Reduced |
| Optimum Investment Advisors | 12,238 | $6.29M | 3.15% | −56−0.5% | Reduced |
| Community Bank & Trust, Waco, Texas | 12,241 | $6.29M | 2.08% | −416−3.3% | Reduced |
| Clarity Financial LLC | 12,251 | $6.29M | 1.36% | +11,850+2,955.1% | Added |
| Boston Financial Mangement LLC | 12,270 | $6.30M | 0.27% | +272+2.3% | Added |
| Mutual Advisors, LLC | 12,304 | $6.32M | 0.42% | +927+8.1% | Added |
| Culbertson A N & Co Inc | 12,311 | $6.32M | 1.37% | −86−0.7% | Reduced |
| West Family Investments, Inc. | 12,312 | $6.32M | 2.49% | +69+0.6% | Added |
| Jasper Ridge Partners, L.P. | 12,405 | $6.37M | 0.39% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 12,409 | $6.37M | 4.22% | −199−1.6% | Reduced |
| Waldron Private Wealth LLC | 12,441 | $6.39M | 0.36% | +2,004+19.2% | Added |
| NBT Bank N A | 12,455 | $6.40M | 0.98% | −13−0.1% | Reduced |
| CAPROCK Group, Inc. | 12,586 | $6.46M | 0.63% | +646+5.4% | Added |
| Asset Dedication, LLC | 12,501 | $6.47M | 0.96% | +487+4.1% | Added |
| Checchi Capital Advisers, LLC | 11,959 | $6.49M | 0.64% | +1,006+9.2% | Added |
| Global Retirement Partners, LLC | 12,685 | $6.52M | 0.52% | −54−0.4% | Reduced |
| Charter Trust Co | 12,767 | $6.56M | 0.52% | +4,555+55.5% | Added |
| Integrated Wealth Concepts LLC | 12,768 | $6.56M | 0.20% | +223+1.8% | Added |
| Silvant Capital Management LLC | 12,778 | $6.56M | 1.59% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 12,797 | $6.57M | 0.15% | −1,197−8.6% | Reduced |
| Tradition Wealth Management, LLC | 12,855 | $6.60M | 0.96% | +255+2.0% | Added |
| Sawtooth Solutions, LLC | 12,924 | $6.64M | 0.86% | +1,108+9.4% | Added |
| Marietta Wealth Management, LLC | 12,949 | $6.65M | 1.61% | −451−3.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 12,974 | $6.66M | 0.87% | −1,246−8.8% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 13,000 | $6.68M | 2.18% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 13,003 | $6.68M | 3.06% | +141+1.1% | Added |
| Reliant Investment Management, LLC | 13,015 | $6.68M | 4.69% | −215−1.6% | Reduced |
| Annex Advisory Services, LLC | 13,041 | $6.70M | 0.48% | +476+3.8% | Added |
| JCIC Asset Management Inc. | 13,057 | $6.71M | 3.61% | −1,255−8.8% | Reduced |
| Dividend Assets Capital, LLC | 13,057 | $6.71M | 1.45% | −428−3.2% | Reduced |
| HBK Sorce Advisory LLC | 13,090 | $6.72M | 0.50% | −2,328−15.1% | Reduced |
| Americana Partners, LLC | 13,192 | $6.76M | 1.21% | +8,536+183.3% | Added |
| Wolverine Trading, LLC | 13,168 | $6.79M | 0.21% | −379−2.8% | Reduced |
| Arkadios Wealth Advisors | 13,335 | $6.85M | 1.02% | +54+0.4% | Added |
| Pitcairn Co | 13,359 | $6.86M | 0.73% | −526−3.8% | Reduced |
| Coastline Trust Co | 13,375 | $6.87M | 1.02% | +545+4.2% | Added |
| Executive Wealth Management, LLC | 13,437 | $6.90M | 0.93% | −1,111−7.6% | Reduced |
| Vanguard Capital Wealth Advisors | 13,435 | $6.90M | 7.80% | +44+0.3% | Added |
| Arrow Financial Corp | 13,459 | $6.91M | 0.94% | −1,831−12.0% | Reduced |
| Thoroughbred Financial Services, LLC | 13,458 | $6.91M | 1.27% | +834+6.6% | Added |
| Jones Financial Companies LLLP | 13,509 | $6.94M | 0.01% | +3,610+36.5% | Added |
| Broderick Brian C | 13,526 | $6.95M | 2.11% | −10−0.1% | Reduced |
| Ballast, Inc. | 13,566 | $6.97M | 3.25% | −294−2.1% | Reduced |
| Capital Planning Advisors, LLC | 13,590 | $6.98M | 1.85% | +43+0.3% | Added |
| Verdence Capital Advisors LLC | 13,614 | $6.99M | 0.90% | −336−2.4% | Reduced |
| Madison Wealth Management | 13,636 | $7.00M | 1.70% | −120−0.9% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 13,655 | $7.03M | 0.28% | +281+2.1% | Added |
| Dynamic Advisor Solutions LLC | 13,699 | $7.04M | 0.54% | +584+4.5% | Added |
| Chicago Trust Co NA | 13,727 | $7.05M | 1.78% | +86+0.6% | Added |
| Trust Co of Vermont | 13,762 | $7.07M | 0.54% | +221+1.6% | Added |
| Ulland Investment Advisors, LLC | 13,875 | $7.13M | 7.30% | −902−6.1% | Reduced |
| Montag A & Associates Inc | 13,878 | $7.13M | 0.46% | +152+1.1% | Added |
| Asio Capital, LLC | 13,885 | $7.13M | 2.25% | +346+2.6% | Added |
| Hotaling Investment Management, LLC | 13,886 | $7.13M | 3.10% | +596+4.5% | Added |
| YorkBridge Wealth Partners, LLC | 13,943 | $7.16M | 1.87% | −1,331−8.7% | Reduced |
| Perkins Coie Trust Co | 13,943 | $7.16M | 2.61% | +55+0.4% | Added |
| Sandy Spring Bank | 13,968 | $7.17M | 0.43% | −155−1.1% | Reduced |
| Advisors Capital Management, LLC | 13,999 | $7.19M | 0.22% | +3,932+39.1% | Added |