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 |
|---|---|---|---|---|---|
| Birch Hill Investment Advisors LLC | 519 | $267.0K | 0.02% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 520 | $267.0K | 0.09% | +11+2.2% | Added |
| Echo Wealth Management, LLC | 520 | $267.0K | 0.36% | +520 | New |
| Zimmermann Investment Management & Planning LLC | 519 | $267.0K | 0.18% | +519 | New |
| TriaGen Wealth Management LLC | 524 | $269.0K | 0.19% | −4,203−88.9% | Reduced |
| Clarity Wealth Advisors, LLC | 524 | $269.0K | 0.15% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 524 | $269.0K | 0.18% | +17+3.4% | Added |
| Rosenbaum Jay D. | 525 | $270.0K | 0.52% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 538 | $270.0K | 0.22% | +86+19.0% | Added |
| January Capital Advisors LLC | 528 | $271.0K | 0.24% | 00.0% | Unchanged |
| Karlinski Andrew C | 530 | $272.0K | 0.40% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 530 | $272.0K | 0.07% | +130+32.5% | Added |
| G2 Capital Management, LLC | 532 | $273.0K | 0.13% | 00.0% | Unchanged |
| Meridian Financial, LLC | 533 | $273.8K | 0.31% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 535 | $274.9K | 0.12% | +535 | New |
| Investmark Advisory Group LLC | 541 | $277.0K | 0.27% | −36−6.2% | Reduced |
| Bridgeworth, LLC | 539 | $277.0K | 0.06% | 00.0% | Unchanged |
| Prostatis Group LLC | 540 | $277.4K | 0.43% | −12−2.2% | Reduced |
| Bulltick Wealth Management, LLC | 540 | $277.4K | 0.08% | +540 | New |
| David Loasby | 541 | $279.0K | 0.04% | +55+11.3% | Added |
| First Citizens Financial Corp | 545 | $280.0K | 0.25% | 00.0% | Unchanged |
| Sageworth Trust Co | 545 | $280.0K | 0.02% | +463+564.6% | Added |
| Benchmark Financial Wealth Advisors, LLC | 547 | $281.0K | 0.14% | −155−22.1% | Reduced |
| Sutton Place Investors LLC | 547 | $281.0K | 0.41% | +2+0.4% | Added |
| NorthCrest Asset Manangement, LLC | 547 | $281.0K | 0.01% | +29+5.6% | Added |
| HITE Hedge Asset Management LLC | 550 | $282.0K | 0.03% | 00.0% | Unchanged |
| Magnolia Wealth Management, LLC | 550 | $282.0K | 0.32% | 00.0% | Unchanged |
| Integrity Advisory, LLC | 549 | $282.0K | 0.28% | +7+1.3% | Added |
| Atwood & Palmer Inc | 549 | $282.0K | 0.03% | +27+5.2% | Added |
| Wade Financial Advisory, Inc | 553 | $284.0K | 0.13% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 553 | $284.0K | 0.36% | +33+6.3% | Added |
| Sandy Cove Advisors, LLC | 554 | $284.0K | 0.26% | +55+11.0% | Added |
| Aviance Capital Partners, LLC | 554 | $285.0K | 0.06% | −49−8.1% | Reduced |
| Quilter Plc | 556 | $285.0K | 0.01% | +32+6.1% | Added |
| Indie Asset Partners, LLC | 557 | $286.0K | 0.25% | −175−23.9% | Reduced |
| Clay Northam Wealth Management, LLC | 557 | $286.0K | 0.36% | −3−0.5% | Reduced |
| Vista Capital Partners, Inc. | 558 | $287.0K | 0.05% | −2−0.4% | Reduced |
| Jmac Enterprises LLC | 558 | $287.0K | 0.07% | 00.0% | Unchanged |
| Strategic Wealth Designers | 560 | $288.0K | 0.07% | −5−0.9% | Reduced |
| Vantage Consulting Group Inc | 561 | $288.0K | 0.16% | +23+4.3% | Added |
| Syntax Advisors, LLC | 561 | $288.0K | 0.24% | +23+4.3% | Added |
| One Charles Private Wealth Services, LLC | 577 | $289.0K | 0.20% | −116−16.7% | Reduced |
| United Bank | 563 | $289.0K | 0.04% | −17−2.9% | Reduced |
| Lockerman Financial Group, Inc. | 562 | $289.0K | 0.92% | +45+8.7% | Added |
| Altus Wealth Group LLC | 743 | $290.0K | 0.29% | −11−1.5% | Reduced |
| Alley Investment Management Company, LLC | 565 | $290.0K | 0.05% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 565 | $290.2K | 0.19% | +12+2.2% | Added |
| Day & Ennis, LLC | 566 | $291.0K | 0.11% | −147−20.6% | Reduced |
| Well Done, LLC | 567 | $291.0K | 0.06% | −16−2.7% | Reduced |
| Regatta Capital Group, LLC | 569 | $292.0K | 0.14% | −449−44.1% | Reduced |
| Howard Wealth Management, LLC | 570 | $292.0K | 0.31% | −100−14.9% | Reduced |
| Peterson Wealth Services | 568 | $292.0K | 0.21% | +21+3.8% | Added |
| Carmel Capital Partners, LLC | 568 | $292.0K | 0.27% | +30+5.6% | Added |
| Krane Funds Advisors LLC | 570 | $293.0K | 0.01% | −1,014−64.0% | Reduced |
| Dougherty Wealth Advisers LLC | 571 | $293.0K | 0.55% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 571 | $293.0K | 0.27% | +86+17.7% | Added |
| Reynolds Investment Management, Inc. | 573 | $294.0K | 0.10% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 575 | $295.0K | 0.08% | +97+20.3% | Added |
| Azzad Asset Management Inc | 618 | $295.6K | 0.03% | +618 | New |
| Syverson Strege & Co | 577 | $296.0K | 0.11% | +1+0.2% | Added |
| Pacific Global Investment Management CO | 575 | $296.0K | 0.07% | +21+3.8% | Added |
| Acima Private Wealth, LLC | 577 | $296.4K | 0.15% | 00.0% | Unchanged |
| Guild Investment Management, Inc. | 562 | $298.0K | 0.45% | 00.0% | Unchanged |
| Dash Acquisitions Inc. | 582 | $299.0K | 0.16% | −4−0.7% | Reduced |
| Emerald Advisors, LLC | 583 | $299.0K | 0.08% | +97+20.0% | Added |
| Jackson Hole Capital Partners, LLC | 586 | $301.0K | 0.09% | 00.0% | Unchanged |
| Private Asset Management Inc | 589 | $303.0K | 0.05% | −50−7.8% | Reduced |
| Kelman-Lazarov, Inc. | 590 | $303.0K | 0.10% | 00.0% | Unchanged |
| Benchmark Wealth Management, LLC | 589 | $303.0K | 0.22% | 00.0% | Unchanged |
| Von Berge Wealth Management Group, LLC | 609 | $305.0K | 0.32% | +1+0.2% | Added |
| Oakwell Private Wealth Management, LLC | 595 | $306.0K | 0.17% | +38+6.8% | Added |
| Cairn Investment Group, Inc. | 597 | $307.0K | 0.24% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 598 | $307.0K | 0.15% | +598 | New |
| Mayport, LLC | 599 | $308.0K | 0.25% | −2−0.3% | Reduced |
| IPG Investment Advisors LLC | 601 | $309.0K | 0.08% | −145−19.4% | Reduced |
| Benedict Financial Advisors Inc | 603 | $310.0K | 0.09% | +2+0.3% | Added |
| Ellenbecker Investment Group | 606 | $311.0K | 0.10% | +52+9.4% | Added |
| Aletheian Wealth Advisors LLC | 606 | $311.0K | 0.32% | +99+19.5% | Added |
| Crestone Asset Management LLC | 608 | $312.0K | 0.07% | −61−9.1% | Reduced |
| Sage Investment Advisers LLC | 607 | $312.0K | 0.49% | +7+1.2% | Added |
| KilterHowling LLC | 609 | $312.6K | 0.35% | +86+16.4% | Added |
| Benin Management CORP | 609 | $313.0K | 0.12% | −800−56.8% | Reduced |
| Lansing Street Advisors | 610 | $313.0K | 0.24% | +2+0.3% | Added |
| ERTS Wealth Advisors, LLC | 609 | $313.0K | 0.09% | +3+0.5% | Added |
| Verus Capital Partners, LLC | 604 | $314.0K | 0.06% | −2,184−78.3% | Reduced |
| Ahrens Investment Partners LLC | 611 | $314.0K | 0.14% | −192−23.9% | Reduced |
| Triad Financial Advisors, Inc. | 612 | $314.0K | 0.17% | −109−15.1% | Reduced |
| Atticus Wealth Management, LLC | 612 | $314.0K | 0.13% | +214+53.8% | Added |
| Paragon Capital Management LLC | 613 | $315.0K | 0.19% | +11+1.8% | Added |
| RMR Wealth Builders | 614 | $315.0K | 0.08% | +64+11.6% | Added |
| WBH Advisory Inc | 611 | $316.0K | 0.04% | −1−0.2% | Reduced |
| Bernardo Wealth Planning LLC | 615 | $316.0K | 0.18% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 616 | $316.0K | 0.38% | +19+3.2% | Added |
| Triumph Capital Management | 617 | $317.0K | 0.17% | −45−6.8% | Reduced |
| Hillsdale Investment Management Inc. | 623 | $320.0K | 0.03% | −21−3.3% | Reduced |
| Founders Financial Alliance, LLC | 625 | $321.0K | 0.16% | −386−38.2% | Reduced |
| Custos Family Office, LLC | 625 | $321.0K | 0.29% | −74−10.6% | Reduced |
| Indiana Trust & Investment Management CO | 625 | $321.0K | 0.18% | −50−7.4% | Reduced |
| Aft, Forsyth & Company, Inc. | 625 | $321.0K | 0.26% | 00.0% | Unchanged |
| New World Advisors LLC | 642 | $322.0K | 0.17% | −103−13.8% | Reduced |