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 |
|---|---|---|---|---|---|
| MBA Advisors LLC | 629 | $323.0K | 0.22% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 606 | $323.0K | 0.13% | +606 | New |
| Diamant Asset Management, Inc. | 630 | $324.0K | 0.29% | −50−7.4% | Reduced |
| Astoria Portfolio Advisors LLC. | 632 | $324.0K | 0.24% | +156+32.8% | Added |
| Family Firm, Inc. | 632 | $325.0K | 0.10% | +2+0.3% | Added |
| Congress Park Capital LLC | 632 | $325.0K | 0.21% | +25+4.1% | Added |
| Sittner & Nelson, LLC | 633 | $325.0K | 0.21% | +34+5.7% | Added |
| DFPG Investments, LLC | 627 | $326.0K | 0.14% | −67−9.7% | Reduced |
| Grant/GrossMendelsohn, LLC | 635 | $326.0K | 0.18% | −1−0.2% | Reduced |
| Greatmark Investment Partners, Inc. | 635 | $326.0K | 0.06% | +43+7.3% | Added |
| Range Financial Group LLC | 636 | $327.0K | 0.24% | −161−20.2% | Reduced |
| Fiducient Advisors LLC | 641 | $329.0K | 0.12% | +175+37.6% | Added |
| First Washington CORP | 642 | $330.0K | 0.15% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 644 | $331.0K | 0.35% | −372−36.6% | Reduced |
| Parcion Private Wealth LLC | 635 | $331.0K | 0.03% | −69−9.8% | Reduced |
| Camelot Portfolios, LLC | 645 | $331.0K | 0.20% | −89−12.1% | Reduced |
| Aua Capital Management, LLC | 645 | $331.0K | 0.19% | 00.0% | Unchanged |
| Apella Capital, LLC | 645 | $331.0K | 0.04% | +169+35.5% | Added |
| Cheviot Value Management, LLC | 646 | $332.0K | 0.08% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 647 | $332.0K | 0.07% | +58+9.8% | Added |
| Western Financial Corporation | 646 | $332.0K | 0.24% | +227+54.2% | Added |
| Sharkey, Howes & Javer | 648 | $333.0K | 0.08% | 00.0% | Unchanged |
| Summit Financial Group Inc | 651 | $334.0K | 0.13% | −100−13.3% | Reduced |
| Orgel Wealth Management, LLC | 652 | $335.0K | 0.02% | −100−13.3% | Reduced |
| Northstar Group, Inc. | 654 | $336.0K | 0.10% | −71−9.8% | Reduced |
| WESPAC Advisors, LLC | 657 | $337.0K | 0.26% | +657 | New |
| Wealthcare Capital Management LLC | 658 | $338.0K | 0.04% | −194−22.8% | Reduced |
| Redwood Investment Management, LLC | 658 | $338.0K | 0.06% | +91+16.0% | Added |
| Horizon Financial Services, LLC | 659 | $338.0K | 0.26% | +659 | New |
| Disciplined Equity Management, Inc. | 660 | $339.0K | 0.31% | 00.0% | Unchanged |
| Carson Advisory Inc. | 661 | $340.0K | 0.38% | +58+9.6% | Added |
| Oliver Luxxe Assets LLC | 665 | $341.0K | 0.10% | +20+3.1% | Added |
| High Probability Advisors, LLC | 665 | $341.6K | 0.11% | −94−12.4% | Reduced |
| Redwood Financial Network Corp | 670 | $344.0K | 0.38% | −10−1.5% | Reduced |
| Garner Asset Management Corp | 670 | $344.0K | 0.15% | +670 | New |
| Round Table Services, LLC | 674 | $346.0K | 0.06% | −4−0.6% | Reduced |
| Marino, Stram & Associates LLC | 673 | $346.0K | 0.12% | +2+0.3% | Added |
| Cutter & CO Brokerage, Inc. | 676 | $347.0K | 0.12% | +16+2.4% | Added |
| Stockman Wealth Management, Inc. | 677 | $348.0K | 0.09% | +27+4.2% | Added |
| De Burlo Group Inc | 680 | $349.0K | 0.10% | −45,050−98.5% | Reduced |
| Main Street Research LLC | 680 | $349.0K | 0.09% | −120−15.0% | Reduced |
| Delta Investment Management, LLC | 679 | $349.0K | 0.16% | −92−11.9% | Reduced |
| Probity Advisors, Inc. | 679 | $349.0K | 0.08% | −10−1.5% | Reduced |
| Tfo-TDC, LLC | 681 | $350.0K | 0.08% | −41−5.7% | Reduced |
| Moseley Investment Management Inc | 681 | $350.0K | 0.24% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 682 | $350.0K | 0.17% | +6+0.9% | Added |
| Driehaus Capital Management LLC | 683 | $351.0K | 0.01% | +73+12.0% | Added |
| Banco BTG Pactual S.A. | 684 | $351.0K | 0.23% | +684 | New |
| Shilanski & Associates, Inc. | 685 | $352.0K | 0.16% | −1−0.1% | Reduced |
| Seldon Capital LP | 687 | $353.0K | 0.20% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 690 | $354.0K | 0.06% | −35−4.8% | Reduced |
| HCR Wealth Advisors | 690 | $354.0K | 0.07% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 690 | $354.0K | 0.11% | 00.0% | Unchanged |
| Cassia Capital Partners, LLC | 689 | $354.0K | 0.35% | +25+3.8% | Added |
| Cypress Financial Planning LLC | 689 | $354.0K | 0.24% | +689 | New |
| CJM Wealth Advisers, Ltd. | 690 | $354.4K | 0.25% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 686 | $356.0K | 0.00% | −1,009−59.5% | Reduced |
| Philadelphia Trust Co | 695 | $357.0K | 0.04% | −6,029−89.7% | Reduced |
| Aprio Wealth Management, LLC | 697 | $358.0K | 0.14% | +697 | New |
| Capital Investment Services of America, Inc. | 698 | $359.0K | 0.05% | −187−21.1% | Reduced |
| LPWM LLC | 693 | $359.0K | 0.20% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 699 | $359.0K | 0.32% | −29−4.0% | Reduced |
| Lantz Financial LLC | 699 | $359.0K | 0.16% | −10−1.4% | Reduced |
| Moreno Evelyn V | 701 | $360.0K | 0.08% | 00.0% | Unchanged |
| Covestor Ltd | 701 | $361.0K | 0.30% | +24+3.5% | Added |
| First Personal Financial Services | 705 | $362.0K | 0.10% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 706 | $363.0K | 0.03% | −20−2.8% | Reduced |
| Global Strategic Investment Solutions, LLC | 706 | $363.0K | 0.03% | +57+8.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 707 | $363.0K | 0.26% | +82+13.1% | Added |
| Liberty Wealth Management LLC | 709 | $364.0K | 0.15% | +52+7.9% | Added |
| Columbia Asset Management | 708 | $364.0K | 0.09% | +708 | New |
| Traynor Capital Management, Inc. | 712 | $365.0K | 0.06% | −435−37.9% | Reduced |
| Drake & Associates, LLC | 710 | $365.0K | 0.21% | +710 | New |
| Hamilton Wealth, LLC | 712 | $366.0K | 0.14% | −1−0.1% | Reduced |
| Onyx Bridge Wealth Group LLC | 702 | $366.0K | 0.16% | +12+1.7% | Added |
| Bill Few Associates, Inc. | 712 | $366.0K | 0.23% | +32+4.7% | Added |
| Greenwood Capital Associates LLC | 714 | $366.0K | 0.06% | +431+152.3% | Added |
| McGowan Group Asset Management, Inc. | 716 | $368.0K | 0.06% | −28−3.8% | Reduced |
| Arbor Investment Advisors, LLC | 717 | $368.0K | 0.08% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 718 | $369.0K | 0.10% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 719 | $369.0K | 0.21% | +8+1.1% | Added |
| Braun-Bostich & Associates Inc. | 718 | $369.0K | 0.96% | +140+24.2% | Added |
| Ridgecrest Wealth Partners, LLC | 720 | $370.0K | 0.27% | −25−3.4% | Reduced |
| Western Pacific Wealth Management, LP | 723 | $371.0K | 0.36% | +201+38.5% | Added |
| Callan Capital, LLC | 728 | $374.0K | 0.06% | +8+1.1% | Added |
| Linscomb & Williams, Inc. | 730 | $375.0K | 0.02% | −203−21.8% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 731 | $375.0K | 0.36% | 00.0% | Unchanged |
| Bickling Financial Services, Inc. | 729 | $375.0K | 0.24% | +13+1.8% | Added |
| Poehling Capital Management, LLC | 733 | $376.0K | 0.14% | −7−0.9% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 735 | $377.0K | 0.41% | 00.0% | Unchanged |
| Headinvest, LLC | 734 | $377.0K | 0.08% | +66+9.9% | Added |
| Financial Planning & Information Services, Inc. | 736 | $378.0K | 0.09% | −67−8.3% | Reduced |
| Blue Square Asset Management, LLC | 735 | $378.0K | 0.81% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 740 | $380.0K | 0.17% | −176−19.2% | Reduced |
| Boston Research & Management Inc | 740 | $380.0K | 0.12% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 740 | $380.0K | 0.08% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 740 | $380.0K | 0.10% | +60+8.8% | Added |
| Citizens & Northern Corp | 744 | $382.0K | 0.17% | −76−9.3% | Reduced |
| Kalos Management, Inc. | 738 | $382.0K | 0.51% | −80−9.8% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 743 | $382.0K | 0.57% | +743 | New |