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 |
|---|---|---|---|---|---|
| SkyOak Wealth, LLC | 746 | $383.0K | 0.13% | −467−38.5% | Reduced |
| BCJ Capital Management, LLC | 745 | $383.0K | 0.04% | −205−21.6% | Reduced |
| Twelve Points Wealth Management LLC | 748 | $384.0K | 0.30% | +63+9.2% | Added |
| Westshore Wealth, LLC | 750 | $385.0K | 0.25% | 00.0% | Unchanged |
| Corton Capital Inc. | 750 | $385.0K | 0.36% | +750 | New |
| Column Capital Advisors, LLC | 751 | $386.0K | 0.07% | +7+0.9% | Added |
| Rathbone Brothers plc | 753 | $387.0K | 0.00% | −47−5.9% | Reduced |
| Element Wealth, LLC | 752 | $387.0K | 0.39% | +11+1.5% | Added |
| Narus Financial Partners, LLC | 755 | $387.8K | 0.25% | −30−3.8% | Reduced |
| American Financial Advisors, LLC | 756 | $388.0K | 0.10% | −1−0.1% | Reduced |
| StrategIQ Financial Group, LLC | 757 | $389.0K | 0.05% | −11−1.4% | Reduced |
| GenTrust, LLC | 760 | $390.0K | 0.03% | +100+15.2% | Added |
| Autumn Glory Partners, LLC | 760 | $390.0K | 0.29% | +760 | New |
| LBMC Investment Advisors, LLC | 762 | $391.0K | 0.04% | −493−39.3% | Reduced |
| Avaii Wealth Management, LLC | 761 | $391.0K | 0.42% | −27−3.4% | Reduced |
| Newton One Investments LLC | 764 | $392.0K | 0.29% | 00.0% | Unchanged |
| Pinnacle Private Wealth, LLC | 763 | $392.0K | 0.15% | +49+6.9% | Added |
| Crestwood Advisors Group LLC | 768 | $394.0K | 0.01% | −83−9.8% | Reduced |
| Global Financial Private Client, LLC | 763 | $394.8K | 0.22% | +25+3.4% | Added |
| Apeiron RIA LLC | 2,518 | $395.0K | 0.79% | +80+3.3% | Added |
| Spartan Planning & Wealth Management | 769 | $395.0K | 0.53% | +385+100.3% | Added |
| Barnes Pettey Financial Advisors, LLC | 773 | $397.0K | 0.51% | +27+3.6% | Added |
| Brown Advisory Securities, LLC | 774 | $398.0K | 0.38% | −612−44.2% | Reduced |
| Alphasimplex Group, LLC | 774 | $398.0K | 2.84% | +774 | New |
| LifePro Asset Management | 774 | $398.0K | 0.21% | +774 | New |
| Fortis Advisors, LLC | 780 | $401.0K | 0.27% | −338−30.2% | Reduced |
| C M Bidwell & Associates Ltd | 782 | $402.0K | 0.32% | −24−3.0% | Reduced |
| Waters Parkerson & Co., LLC | 782 | $402.0K | 0.03% | −9−1.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 782 | $402.0K | 0.01% | +552+240.0% | Added |
| Index Fund Advisors, Inc. | 787 | $404.0K | 0.03% | 00.0% | Unchanged |
| Hoey Investments, Inc | 786 | $404.0K | 0.18% | +770+4,812.5% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 787 | $404.0K | 0.10% | +787 | New |
| Traphagen Investment Advisors LLC | 787 | $404.4K | 0.07% | +66+9.2% | Added |
| Corbett Road Capital Management, LLC | 790 | $406.0K | 0.69% | −492−38.4% | Reduced |
| Gries Financial LLC | 791 | $406.0K | 0.19% | +96+13.8% | Added |
| Beaton Management Co. Inc. | 792 | $407.0K | 0.29% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 796 | $409.0K | 0.07% | +53+7.1% | Added |
| RTD Financial Advisors, Inc. | 799 | $410.0K | 0.06% | −13−1.6% | Reduced |
| FirstPurpose Wealth LLC | 800 | $411.0K | 0.28% | −60−7.0% | Reduced |
| Alliance Wealth Advisors, LLC | 801 | $411.0K | 0.36% | +10+1.3% | Added |
| Coulter & Justus Financial Services, LLC | 802 | $412.0K | 0.33% | +802 | New |
| Leo H. Evart, Inc. | 807 | $414.0K | 0.50% | +3+0.4% | Added |
| West Bancorporation Inc | 807 | $414.0K | 0.29% | +718+806.7% | Added |
| Invst, LLC | 772 | $415.0K | 0.06% | −269−25.8% | Reduced |
| SignalPoint Asset Management, LLC | 810 | $416.0K | 0.15% | −30−3.6% | Reduced |
| ETF Portfolio Partners, Inc. | 809 | $416.0K | 0.18% | −13−1.6% | Reduced |
| Mitchell Sinkler & Starr | 810 | $416.0K | 0.15% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 810 | $416.0K | 0.24% | +7+0.9% | Added |
| Wendell David Associates Inc | 815 | $419.0K | 0.05% | −17−2.0% | Reduced |
| Chickasaw Capital Management LLC | 815 | $419.0K | 0.02% | 00.0% | Unchanged |
| Trellis Advisors, LLC | 816 | $419.0K | 0.23% | +66+8.8% | Added |
| JJJ Advisors Inc. | 772 | $419.0K | 0.12% | +26+3.5% | Added |
| swisspartners Ltd. | 790 | $419.0K | 0.40% | +70+9.7% | Added |
| Shulman DeMeo Asset Management LLC | 815 | $419.0K | 0.14% | +815 | New |
| Client 1st Advisory Group, LLC | 817 | $420.0K | 0.25% | +23+2.9% | Added |
| Fortem Financial Group, LLC | 819 | $421.0K | 0.28% | −5−0.6% | Reduced |
| Salvus Wealth Management, LLC | 820 | $421.0K | 0.38% | +38+4.9% | Added |
| CFS Investment Advisory Services, LLC | 821 | $422.0K | 0.06% | −477,531−99.8% | Reduced |
| Colton Groome Financial Advisors, LLC | 823 | $423.0K | 0.21% | +100+13.8% | Added |
| First Financial Corp | 825 | $424.0K | 0.28% | −49−5.6% | Reduced |
| SOA Wealth Advisors, LLC. | 827 | $424.0K | 0.12% | −3−0.4% | Reduced |
| Signet Financial Management, LLC | 828 | $425.0K | 0.08% | −136−14.1% | Reduced |
| Private Ocean, LLC | 829 | $425.0K | 0.07% | −44−5.0% | Reduced |
| CapWealth Advisors, LLC | 827 | $425.0K | 0.05% | +205+33.0% | Added |
| Abundance Wealth Counselors | 829 | $426.0K | 0.12% | 00.0% | Unchanged |
| Arlington Partners LLC | 831 | $427.0K | 0.14% | +156+23.1% | Added |
| Woodstock Corp | 834 | $428.0K | 0.06% | −58−6.5% | Reduced |
| Kavar Capital Partners Group, LLC | 834 | $428.0K | 0.10% | +15+1.8% | Added |
| Quadrant Private Wealth Management, LLC | 836 | $429.0K | 0.18% | −135−13.9% | Reduced |
| Ellsworth Advisors, LLC | 835 | $429.0K | 0.17% | −2−0.2% | Reduced |
| Hartford Funds Management Co LLC | 834 | $429.0K | 0.05% | +257+44.5% | Added |
| EdgeRock Capital LLC | 835 | $429.0K | 0.29% | +835 | New |
| Blue Zone Wealth Advisors, LLC | 836 | $430.0K | 0.19% | +6+0.7% | Added |
| Regal Wealth Group, Inc. | 840 | $431.0K | 0.31% | +3+0.4% | Added |
| Fure Financial Corp | 840 | $431.0K | 0.25% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 842 | $432.0K | 0.07% | 00.0% | Unchanged |
| Dearborn Partners LLC | 841 | $432.0K | 0.02% | +104+14.1% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 842 | $432.0K | 0.04% | +241+40.1% | Added |
| Mendel Capital Management LLC | 844 | $433.0K | 0.48% | +58+7.4% | Added |
| HHM Wealth Advisors, LLC | 845 | $434.0K | 0.11% | −35−4.0% | Reduced |
| Foster Victor Wealth Advisors, LLC | 845 | $435.0K | 0.06% | +330+64.1% | Added |
| Lyell Wealth Management, LP | 848 | $436.0K | 0.07% | +78+10.1% | Added |
| Vicus Capital | 854 | $439.0K | 0.05% | +213+33.2% | Added |
| Vista Wealth Management Group, LLC | 877 | $440.0K | 0.06% | −45−4.9% | Reduced |
| Farmers Trust Co | 861 | $442.0K | 0.11% | 00.0% | Unchanged |
| Satovsky Asset Management LLC | 860 | $442.0K | 0.26% | +3+0.4% | Added |
| Wealth Dimensions Group, Ltd. | 862 | $443.0K | 0.21% | +2+0.2% | Added |
| Worth Asset Management, LLC | 865 | $444.0K | 0.30% | +12+1.4% | Added |
| Cohen & Steers, Inc. | 865 | $444.0K | 0.00% | +865 | New |
| Pasadena Private Wealth, LLC | 867 | $445.0K | 0.15% | −12−1.4% | Reduced |
| Curated Wealth Partners LLC | 867 | $445.0K | 0.13% | +130+17.6% | Added |
| CWS Financial Advisors, LLC | 869 | $446.0K | 0.20% | 00.0% | Unchanged |
| RGT Wealth Advisors, LLC | 868 | $446.0K | 0.07% | +68+8.5% | Added |
| First Community Trust NA | 871 | $447.0K | 0.53% | −33−3.7% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 871 | $447.0K | 0.09% | −21−2.4% | Reduced |
| Objective Capital Management, LLC | 872 | $448.0K | 0.45% | +9+1.0% | Added |
| Garde Capital, Inc. | 877 | $450.0K | 0.05% | +69+8.5% | Added |
| Avenue 1 Advisors, LLC | 878 | $451.0K | 0.28% | −39−4.3% | Reduced |
| Summit Global Investments | 881 | $452.0K | 0.04% | −42−4.6% | Reduced |
| Gilbert & Cook, Inc. | 881 | $453.0K | 0.08% | +881 | New |