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 |
|---|---|---|---|---|---|
| PRW Wealth Management LLC | 885 | $455.0K | 0.27% | 00.0% | Unchanged |
| Mendel Money Management | 888 | $456.0K | 0.27% | −300−25.3% | Reduced |
| Merlin Capital LLC | 893 | $459.0K | 0.92% | −10−1.1% | Reduced |
| Sonata Capital Group Inc | 898 | $461.0K | 0.24% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 900 | $462.0K | 0.19% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 900 | $462.0K | 0.03% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 905 | $464.8K | 0.14% | +88+10.8% | Added |
| Stonebridge Financial Planning Group, LLC | 906 | $465.0K | 0.32% | −80−8.1% | Reduced |
| Mirova | 911 | $467.0K | 0.07% | +911 | New |
| UBP Investment Advisors SA | 907 | $470.0K | 0.19% | +907 | New |
| Clarus Wealth Advisors | 911 | $471.0K | 0.33% | −68−6.9% | Reduced |
| Lee Danner & Bass Inc | 919 | $472.0K | 0.05% | −25−2.6% | Reduced |
| Red Wave Investments LLC | 918 | $472.0K | 0.19% | 00.0% | Unchanged |
| Insight Folios Inc | 919 | $472.0K | 0.22% | +3+0.3% | Added |
| Lanham O'Dell & Company, Inc. | 920 | $473.0K | 2.35% | 00.0% | Unchanged |
| BHK Investment Advisors, LLC | 926 | $475.0K | 0.21% | +95+11.4% | Added |
| One + One Wealth Management, LLC | 926 | $476.0K | 0.36% | +2+0.2% | Added |
| Barber Financial Group, Inc. | 926 | $476.0K | 0.08% | +50+5.7% | Added |
| Barry Investment Advisors, LLC | 930 | $477.0K | 0.14% | +2+0.2% | Added |
| Requisite Capital Management, LLC | 930 | $478.0K | 0.16% | −550−37.2% | Reduced |
| Aufman Associates Inc | 932 | $478.0K | 0.45% | +1+0.1% | Added |
| Birchcreek Wealth Management, LLC | 930 | $478.0K | 0.43% | +430+86.0% | Added |
| Webster Bank, N. A. | 935 | $480.0K | 0.07% | 00.0% | Unchanged |
| Columbus Macro, LLC | 934 | $480.0K | 0.18% | +934 | New |
| Fortress Wealth Group, LLC | 936 | $481.0K | 0.41% | −60−6.0% | Reduced |
| Brooks, Moore & Associates, Inc. | 937 | $481.0K | 0.35% | 00.0% | Unchanged |
| WC Walker & Associates, Inc. | 912 | $483.0K | 0.28% | +94+11.5% | Added |
| Monterey Private Wealth, Inc. | 945 | $485.0K | 0.28% | +18+1.9% | Added |
| Van Strum & Towne Inc. | 945 | $485.0K | 0.21% | 00.0% | Unchanged |
| Loveless Wealth Management LLC | 945 | $485.0K | 0.32% | +73+8.4% | Added |
| Single Point Partners, LLC | 944 | $485.0K | 0.13% | +310+48.9% | Added |
| Lumature Wealth Partners, LLC | 945 | $485.0K | 0.22% | +907+2,386.8% | Added |
| Winthrop Advisory Group LLC | 947 | $486.0K | 0.11% | −6−0.6% | Reduced |
| Klingman & Associates, LLC | 947 | $486.0K | 0.05% | +10+1.1% | Added |
| Byrne Asset Management LLC | 947 | $486.0K | 0.36% | +42+4.6% | Added |
| Standard Family Office LLC | 947 | $486.0K | 4.82% | +947 | New |
| Kowal Investment Group, LLC | 958 | $492.0K | 0.16% | +164+20.7% | Added |
| Foundry Partners, LLC | 960 | $493.0K | 0.03% | −710−42.5% | Reduced |
| Strategy Asset Managers LLC | 960 | $493.0K | 0.15% | −410−29.9% | Reduced |
| HFR Wealth Management, LLC | 960 | $493.0K | 0.15% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 960 | $493.0K | 0.08% | +3+0.3% | Added |
| Burke & Herbert Bank & Trust Co | 965 | $495.0K | 0.37% | −195−16.8% | Reduced |
| Staley Capital Advisers Inc | 964 | $495.0K | 0.03% | 00.0% | Unchanged |
| Old Port Advisors | 984 | $497.0K | 0.19% | −76−7.2% | Reduced |
| Full Sail Capital, LLC | 969 | $497.0K | 0.05% | −29−2.9% | Reduced |
| Retirement Guys Formula LLC | 967 | $497.0K | 0.51% | +310+47.2% | Added |
| Kore Private Wealth LLC | 970 | $498.0K | 0.08% | −38−3.8% | Reduced |
| Zuckerman Investment Group, LLC | 970 | $498.0K | 0.09% | +146+17.7% | Added |
| Klingenstein Fields & Co LP | 971 | $499.0K | 0.03% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 975 | $501.0K | 0.02% | −1,509−60.7% | Reduced |
| McRae Capital Management Inc | 975 | $501.0K | 0.14% | 00.0% | Unchanged |
| Ossiam | 978 | $502.0K | 0.02% | −67,806−98.6% | Reduced |
| Smith Anglin Financial, LLC | 983 | $505.0K | 0.15% | +3+0.3% | Added |
| First United Bank Trust | 983 | $505.0K | 0.23% | +45+4.8% | Added |
| First Bank & Trust | 984 | $505.0K | 0.16% | +107+12.2% | Added |
| Rosenberg Matthew Hamilton | 980 | $507.0K | 0.19% | +31+3.3% | Added |
| First Farmers & Merchants Bank / Trust | 987 | $507.0K | 0.63% | +39+4.1% | Added |
| Hartline Investment Corp | 1,449 | $508.0K | 0.08% | 00.0% | Unchanged |
| 360 Financial, Inc. | 974 | $508.0K | 0.31% | 00.0% | Unchanged |
| Redwood Investments, LLC | 990 | $508.0K | 0.06% | +235+31.1% | Added |
| Security National Bank of So Dak | 991 | $509.0K | 0.42% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 994 | $510.0K | 0.11% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 995 | $511.0K | 0.15% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 995 | $511.0K | 0.32% | +111+12.6% | Added |
| Allegheny Financial Group LTD | 997 | $512.0K | 0.24% | +2+0.2% | Added |
| Kingfisher Capital LLC | 998 | $512.0K | 0.15% | +9+0.9% | Added |
| High Net Worth Advisory Group LLC | 998 | $513.0K | 0.21% | +151+17.8% | Added |
| AtlasMark Financial, Inc | 1,000 | $513.6K | 0.74% | 00.0% | Unchanged |
| Stonebridge Capital Management Inc | 1,000 | $514.0K | 0.23% | 00.0% | Unchanged |
| Fosun International Ltd | 1,000 | $515.0K | 0.07% | −4,703−82.5% | Reduced |
| Guyasuta Investment Advisors Inc | 1,002 | $515.0K | 0.04% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 1,004 | $515.0K | 0.05% | +115+12.9% | Added |
| Wharton Business Group, LLC | 1,004 | $516.0K | 0.03% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 1,010 | $519.0K | 0.55% | −176−14.8% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 1,010 | $519.0K | 0.26% | −19−1.8% | Reduced |
| Beck Mack & Oliver LLC | 1,012 | $520.0K | 0.02% | +401+65.6% | Added |
| Holistic Financial Partners | 1,014 | $521.0K | 0.49% | −57−5.3% | Reduced |
| Charter Oak Capital Management, LLC | 1,016 | $522.0K | 0.07% | −24−2.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,020 | $523.0K | 0.13% | −110−9.7% | Reduced |
| Center for Financial Planning, Inc. | 1,018 | $523.0K | 0.13% | +15+1.5% | Added |
| XR Securities LLC | 1,018 | $523.0K | 0.25% | +1,018 | New |
| Gables Capital Management Inc. | 1,020 | $524.0K | 0.40% | 00.0% | Unchanged |
| First Command Bank | 1,020 | $524.0K | 0.08% | +25+2.5% | Added |
| First Command Financial Services, Inc. | 1,020 | $524.0K | 0.08% | +25+2.5% | Added |
| Fagan Associates, Inc. | 1,022 | $525.0K | 0.14% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 991 | $525.0K | 0.29% | +38+4.0% | Added |
| Alhambra Investment Partners LLC | 1,024 | $526.0K | 0.38% | −75−6.8% | Reduced |
| Black Diamond Financial, LLC | 1,029 | $529.0K | 0.21% | −65−5.9% | Reduced |
| Cooper/Haims Advisors, LLC | 1,031 | $530.0K | 0.35% | +66+6.8% | Added |
| Clarus Group, Inc. | 1,038 | $533.0K | 0.45% | +1+0.1% | Added |
| Hengehold Capital Management LLC | 1,038 | $533.0K | 0.08% | +48+4.8% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,037 | $533.0K | 0.09% | +145+16.3% | Added |
| Resonant Capital Advisors, LLC | 1,037 | $533.0K | 0.08% | +242+30.4% | Added |
| Stillwater Investment Management, LLC | 1,044 | $536.0K | 0.16% | +3+0.3% | Added |
| Mascoma Wealth Management LLC | 1,051 | $540.0K | 0.18% | −36−3.3% | Reduced |
| Waddell & Associates, LLC | 1,052 | $541.0K | 0.11% | +70+7.1% | Added |
| Austin Private Wealth, LLC | 1,054 | $541.0K | 0.12% | +82+8.4% | Added |
| Dentgroup LLC | 1,055 | $542.0K | 0.61% | +17+1.6% | Added |
| Bangor Savings Bank | 1,060 | $544.0K | 0.06% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,064 | $546.0K | 0.07% | −1−0.1% | Reduced |