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 |
|---|---|---|---|---|---|
| Papp L Roy & Associates | 433 | $222.0K | 0.03% | +433 | New |
| Allen Capital Group, LLC | 435 | $223.0K | 0.05% | +435 | New |
| Rollins Financial | 434 | $223.0K | 0.08% | +434 | New |
| Cordasco Financial Network | 436 | $224.0K | 0.16% | 00.0% | Unchanged |
| Financial Management Network Inc | 434 | $224.0K | 0.12% | 00.0% | Unchanged |
| LCNB Corp | 438 | $225.0K | 0.12% | +12+2.8% | Added |
| Corrigan Financial, Inc. | 441 | $226.3K | 0.08% | +1+0.2% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 444 | $228.0K | 0.10% | −14,236−97.0% | Reduced |
| Laurel Wealth Advisors LLC | 443 | $228.0K | 0.06% | 00.0% | Unchanged |
| Weaver Consulting Group | 444 | $228.0K | 0.13% | 00.0% | Unchanged |
| Independent Family Office, LLC | 443 | $228.0K | 0.21% | +443 | New |
| Kinloch Capital, LLC | 443 | $228.0K | 0.15% | +443 | New |
| Raffa Wealth Management, LLC | 444 | $228.1K | 0.10% | +2+0.5% | Added |
| WMG Financial Advisors, LLC | 445 | $229.0K | 0.20% | −55−11.0% | Reduced |
| Landmark Financial Advisors, LLC | 445 | $229.0K | 0.11% | −20−4.3% | Reduced |
| Meitav Dash Investments Ltd | 428 | $229.0K | 0.00% | +428 | New |
| Diligent Investors, LLC | 446 | $229.0K | 0.08% | +446 | New |
| CSM Advisors, LLC | 446 | $229.0K | 0.02% | +446 | New |
| Financial Partners Capital Management LLC | 447 | $229.6K | 0.05% | −83−15.7% | Reduced |
| Future Financial Wealth Managment LLC | 450 | $230.0K | 0.22% | 00.0% | Unchanged |
| Select Asset Management & Trust | 450 | $231.0K | 0.25% | 00.0% | Unchanged |
| Orser Capital Management, LLC | 450 | $231.0K | 0.32% | 00.0% | Unchanged |
| HC Advisors, LLC | 449 | $231.0K | 0.16% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 450 | $231.0K | 0.07% | 00.0% | Unchanged |
| Wealthquest Corp | 450 | $231.0K | 0.03% | +29+6.9% | Added |
| Financial Advisory Group | 453 | $232.0K | 0.05% | +1+0.2% | Added |
| Wealthstream Advisors, Inc. | 452 | $232.0K | 0.23% | +19+4.4% | Added |
| Essex LLC | 454 | $233.0K | 0.07% | −168−27.0% | Reduced |
| Eclectic Associates Inc | 454 | $233.0K | 0.16% | −30−6.2% | Reduced |
| Alesco Advisors LLC | 455 | $234.0K | 0.01% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 455 | $234.0K | 0.19% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 450 | $234.0K | 0.29% | +52+13.1% | Added |
| Verus Financial Partners, Inc. | 450 | $235.0K | 0.03% | +1+0.2% | Added |
| Jacobs & Co | 459 | $235.0K | 0.03% | 00.0% | Unchanged |
| TTP Investments, Inc. | 458 | $235.0K | 0.28% | +5+1.1% | Added |
| Empirical Asset Management, LLC | 460 | $236.0K | 0.25% | −131−22.2% | Reduced |
| LifeSteps Financial, Inc. | 459 | $236.0K | 0.25% | 00.0% | Unchanged |
| Bridge Advisory, LLC | 459 | $236.0K | 0.11% | +459 | New |
| PCG Wealth Advisors, LLC | 462 | $237.0K | 0.17% | −112−19.5% | Reduced |
| GSB Wealth Management, LLC | 464 | $238.0K | 0.08% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 463 | $238.0K | 0.02% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 466 | $239.0K | 0.16% | 00.0% | Unchanged |
| Exeter Financial, LLC | 467 | $240.0K | 0.13% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 468 | $240.0K | 0.24% | +27+6.1% | Added |
| Jackson Thornton Asset Management, LLC | 467 | $240.0K | 0.07% | +28+6.4% | Added |
| Private Capital Management LLC | 473 | $241.0K | 0.08% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 470 | $241.0K | 0.15% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 470 | $241.0K | 0.14% | +64+15.8% | Added |
| Maven Securities LTD | 472 | $242.0K | 0.04% | −11−2.3% | Reduced |
| Emerald Mutual Fund Advisers Trust | 471 | $242.0K | 0.01% | +471 | New |
| EPG Wealth Management LLC | 474 | $244.0K | 0.10% | −16−3.3% | Reduced |
| Landaas & Co | 475 | $244.0K | 0.15% | −18−3.7% | Reduced |
| Albert D Mason Inc | 477 | $245.0K | 0.18% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 453 | $245.0K | 0.05% | +13+3.0% | Added |
| QCM Cayman, Ltd. | 479 | $246.0K | 4.26% | −316−39.7% | Reduced |
| Kraft Asset Management, LLC | 479 | $246.0K | 0.24% | −104−17.8% | Reduced |
| Prio Wealth Limited Partnership | 480 | $246.5K | 0.01% | −75−13.5% | Reduced |
| Manchester Financial Inc | 481 | $247.0K | 0.10% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 481 | $247.0K | 0.11% | +481 | New |
| H. L. Ormond & Company, LLC | 483 | $248.0K | 0.40% | −242−33.4% | Reduced |
| Independent Wealth Network Inc. | 482 | $248.0K | 0.18% | −55−10.2% | Reduced |
| MAS Advisors LLC | 484 | $248.0K | 0.23% | +21+4.5% | Added |
| Versant Capital Management, Inc | 482 | $248.0K | 0.09% | +68+16.4% | Added |
| Kessler Investment Group, LLC | 484 | $249.0K | 0.22% | −127−20.8% | Reduced |
| Blue Barn Wealth, LLC | 484 | $249.0K | 0.19% | −77−13.7% | Reduced |
| Grassi Investment Management | 485 | $249.0K | 0.03% | +485 | New |
| JFS Wealth Advisors, LLC | 488 | $250.0K | 0.03% | +39+8.7% | Added |
| High Pines Wealth Management, LLC | 491 | $252.0K | 0.47% | −8,182−94.3% | Reduced |
| Tyler-Stone Wealth Management | 491 | $252.0K | 0.17% | −159−24.5% | Reduced |
| ForthRight Wealth Management, LLC | 491 | $252.0K | 0.14% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 492 | $253.0K | 0.04% | 00.0% | Unchanged |
| Hunter Perkins Capital Management, LLC | 492 | $253.0K | 0.06% | +492 | New |
| Gray Wealth Management Inc. | 496 | $255.0K | 0.15% | +40+8.8% | Added |
| Bath Savings Trust Co | 499 | $256.0K | 0.03% | −15−2.9% | Reduced |
| Concentric Wealth Management, LLC | 500 | $257.0K | 0.09% | −87−14.8% | Reduced |
| Fermata Advisors, LLC | 497 | $257.0K | 0.09% | −57−10.3% | Reduced |
| apricus wealth, LLC | 500 | $257.0K | 0.24% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 500 | $257.0K | 0.07% | −15−2.9% | Reduced |
| NJ State Employees Deferred Compensation Plan | 500 | $257.0K | 0.04% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 500 | $257.0K | 0.10% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 500 | $257.0K | 0.15% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 501 | $257.0K | 0.06% | +51+11.3% | Added |
| SG3 Management, LLC | 500 | $257.0K | 0.48% | +500 | New |
| Ironsides Asset Advisors, LLC | 503 | $258.0K | 0.10% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 505 | $259.0K | 0.12% | +81+19.1% | Added |
| Castle Wealth Management LLC | 504 | $259.0K | 0.15% | +504 | New |
| Roth Financial Partners LLC | 507 | $260.0K | 0.21% | −299−37.1% | Reduced |
| Accuvest Global Advisors | 507 | $260.0K | 0.17% | −40−7.3% | Reduced |
| Wayfinding Financial, LLC | 506 | $260.0K | 0.23% | −7−1.4% | Reduced |
| Sound Income Strategies, LLC | 510 | $262.0K | 0.03% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 510 | $262.0K | 0.02% | +28+5.8% | Added |
| Private Capital Management, LLC | 511 | $262.0K | 0.04% | +511 | New |
| Canvas Wealth Advisors, LLC | 513 | $263.0K | 0.11% | −267−34.2% | Reduced |
| Koss-Olinger Consulting, LLC | 513 | $263.0K | 0.05% | −224−30.4% | Reduced |
| Carroll Investors, Inc | 513 | $263.0K | 0.24% | 00.0% | Unchanged |
| Cherrydale Wealth Management, LLC | 512 | $263.0K | 0.24% | +54+11.8% | Added |
| Greenspring Advisors, LLC | 518 | $265.0K | 0.08% | −23−4.3% | Reduced |
| C2C Wealth Management, LLC | 496 | $265.0K | 0.05% | +9+1.8% | Added |
| Capital Directions Investment Advisors, LLC | 518 | $266.0K | 0.09% | −40−7.2% | Reduced |
| Windward Capital Management Co | 517 | $266.0K | 0.03% | −5−1.0% | Reduced |