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 |
|---|---|---|---|---|---|
| New Jersey Better Educational Savings Trust | 1,063 | $546.0K | 1.72% | 00.0% | Unchanged |
| First American Trust, FSB | 1,065 | $547.0K | 0.09% | −192−15.3% | Reduced |
| Beese Fulmer Investment Management, Inc. | 1,064 | $547.0K | 0.07% | −4−0.4% | Reduced |
| Sandbox Financial Partners, LLC | 1,070 | $550.0K | 0.39% | −48−4.3% | Reduced |
| Evanson Asset Management, LLC | 1,070 | $550.0K | 0.06% | +297+38.4% | Added |
| Windsor Group LTD | 1,070 | $551.0K | 0.14% | −4,769−81.7% | Reduced |
| Chicago Capital, LLC | 1,072 | $551.0K | 0.03% | +422+64.9% | Added |
| Guardian Wealth Advisors, LLC | 1,075 | $552.0K | 0.51% | 00.0% | Unchanged |
| Intrepid Financial Planning Group LLC | 1,075 | $552.0K | 0.30% | +1,075 | New |
| Alterity Financial Group, LLC | 1,076 | $553.0K | 0.82% | +1,076 | New |
| S.C. Financial Services, Inc. | 1,079 | $554.0K | 0.85% | −53−4.7% | Reduced |
| Bedel Financial Consulting, Inc. | 1,084 | $557.0K | 0.16% | +83+8.3% | Added |
| Pathway Financial Advisors LLC | 1,086 | $558.0K | 0.23% | 00.0% | Unchanged |
| Unionview, LLC | 1,098 | $564.0K | 0.63% | −321−22.6% | Reduced |
| EHP Funds Inc. | 1,100 | $565.0K | 0.10% | −400−26.7% | Reduced |
| Hendley & Co Inc | 1,100 | $565.0K | 0.24% | −67−5.7% | Reduced |
| Wedgewood Investors Inc | 1,100 | $565.0K | 0.80% | 00.0% | Unchanged |
| State of Wyoming | 1,102 | $566.0K | 0.35% | −1,378−55.6% | Reduced |
| First International Bank & Trust | 1,102 | $566.0K | 0.21% | +228+26.1% | Added |
| Coastal Bridge Advisors, LLC | 1,102 | $566.0K | 0.17% | +258+30.6% | Added |
| MSH Capital Advisors LLC | 1,102 | $566.2K | 0.26% | −225−17.0% | Reduced |
| Heck Capital Advisors, LLC | 1,110 | $570.1K | 0.11% | −137−11.0% | Reduced |
| Financial Consulate, Inc | 1,114 | $572.0K | 0.27% | +25+2.3% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 1,106 | $572.0K | 0.42% | +167+17.8% | Added |
| NFP Retirement, Inc. | 1,117 | $573.7K | 0.15% | +1+0.1% | Added |
| Veracity Capital LLC | 1,117 | $574.0K | 0.31% | +133+13.5% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 1,119 | $575.0K | 0.28% | +48+4.5% | Added |
| Steward Financial Group LLC | 1,122 | $576.0K | 0.48% | −131−10.5% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 1,122 | $576.0K | 0.05% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 1,123 | $577.0K | 0.01% | −257−18.6% | Reduced |
| First National Bank Sioux Falls | 1,125 | $578.0K | 0.74% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 1,125 | $578.0K | 0.40% | +427+61.2% | Added |
| Inspire Advisors, LLC | 1,126 | $579.0K | 0.16% | +23+2.1% | Added |
| Family Management Corp | 1,132 | $581.0K | 0.17% | 00.0% | Unchanged |
| Towerpoint Wealth, LLC | 1,135 | $583.0K | 0.35% | −17−1.5% | Reduced |
| Heritage Financial Services, LLC | 1,137 | $583.0K | 0.32% | +32+2.9% | Added |
| Good Life Advisors, LLC | 1,135 | $583.0K | 0.08% | +84+8.0% | Added |
| Palisades Hudson Asset Management, L.P. | 1,138 | $585.0K | 0.33% | +60+5.6% | Added |
| Virginia National Bank | 1,140 | $586.0K | 0.92% | −140−10.9% | Reduced |
| Telos Capital Management, Inc. | 1,145 | $588.0K | 0.09% | 00.0% | Unchanged |
| MEMBERS Trust Co | 1,150 | $591.0K | 0.02% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 1,150 | $591.0K | 0.05% | +274+31.3% | Added |
| Laurel Wealth Planning LLC | 1,155 | $593.0K | 0.42% | +8+0.7% | Added |
| Element Pointe Advisors, LLC | 1,157 | $594.0K | 0.25% | +42+3.8% | Added |
| Country Trust Bank | 1,160 | $596.0K | 0.02% | −68−5.5% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,160 | $596.0K | 0.12% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 1,163 | $597.0K | 0.11% | −1,003−46.3% | Reduced |
| Ninepoint Partners LP | 1,164 | $598.0K | 0.09% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 1,166 | $599.0K | 0.21% | +92+8.6% | Added |
| Kaydan Wealth Management, Inc. | 1,170 | $600.9K | 0.33% | −51−4.2% | Reduced |
| Accurate Wealth Management, LLC | 1,173 | $603.0K | 0.33% | −10−0.8% | Reduced |
| Capital Advisors Wealth Management, LLC | 1,175 | $603.0K | 0.20% | +1,175 | New |
| Jeereddi Investments, LP | 1,175 | $604.0K | 2.22% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 1,176 | $604.0K | 0.39% | +538+84.3% | Added |
| Alpha Family Trust | 1,175 | $604.0K | 0.38% | +1,175 | New |
| Baker Ellis Asset Management LLC | 1,179 | $606.0K | 0.13% | −30−2.5% | Reduced |
| Dillon & Associates Inc | 1,187 | $610.0K | 0.14% | 00.0% | Unchanged |
| Clean Yield Group | 1,189 | $611.0K | 0.25% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 1,195 | $613.0K | 0.11% | −307−20.4% | Reduced |
| Aldebaran Financial Inc. | 1,215 | $613.0K | 0.68% | +25+2.1% | Added |
| Brown, Lisle/Cummings, Inc. | 1,196 | $614.3K | 0.34% | −25−2.0% | Reduced |
| Penobscot Wealth Management | 1,198 | $615.0K | 0.60% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 1,200 | $616.0K | 0.23% | −62−4.9% | Reduced |
| MONECO Advisors, LLC | 1,202 | $617.0K | 0.24% | −85−6.6% | Reduced |
| Interchange Capital Partners, LLC | 1,202 | $617.0K | 0.69% | +47+4.1% | Added |
| CFM Wealth Partners LLC | 1,205 | $619.0K | 0.19% | −40−3.2% | Reduced |
| KG&L Capital Management,LLC | 1,208 | $620.0K | 0.33% | +21+1.8% | Added |
| Aveo Capital Partners, LLC | 1,211 | $622.0K | 0.10% | +109+9.9% | Added |
| Bank Ozk | 1,212 | $623.0K | 0.32% | +2+0.2% | Added |
| Taylor Wealth Management Partners | 1,219 | $626.0K | 0.36% | −1−0.1% | Reduced |
| AllSquare Wealth Management LLC | 1,218 | $626.0K | 0.43% | +40+3.4% | Added |
| Symphony Financial, Ltd. Co. | 1,215 | $627.0K | 0.19% | −61−4.8% | Reduced |
| Armbruster Capital Management, Inc. | 1,225 | $629.0K | 0.17% | −75−5.8% | Reduced |
| Kanawha Capital Management LLC | 1,225 | $629.0K | 0.06% | +46+3.9% | Added |
| Calton & Associates, Inc. | 1,227 | $630.0K | 0.35% | −275−18.3% | Reduced |
| Ignite Planners, LLC | 1,224 | $630.0K | 0.52% | +465+61.3% | Added |
| Hemington Wealth Management | 1,232 | $633.0K | 0.25% | −7−0.6% | Reduced |
| ZWJ Investment Counsel Inc | 1,232 | $633.0K | 0.04% | +24+2.0% | Added |
| Latitude Advisors, LLC | 1,241 | $637.0K | 0.59% | −2,486−66.7% | Reduced |
| Iron Horse Wealth Management, LLC | 1,244 | $639.0K | 0.36% | 00.0% | Unchanged |
| Howland Capital Management LLC | 1,250 | $642.0K | 0.04% | 00.0% | Unchanged |
| Wexford Capital LP | 1,250 | $642.0K | 0.10% | +3+0.2% | Added |
| Phocas Financial Corp. | 1,250 | $642.0K | 0.10% | +135+12.1% | Added |
| Baystate Wealth Management LLC | 1,249 | $642.0K | 0.06% | +426+51.8% | Added |
| Tower Wealth Partners, Inc. | 1,251 | $643.0K | 0.85% | −40−3.1% | Reduced |
| Principal Street Partners, LLC | 1,252 | $643.0K | 0.17% | +10+0.8% | Added |
| Itau Unibanco Holding S.A. | 1,254 | $644.0K | 0.02% | +611+95.0% | Added |
| Summit Place Financial Advisors, LLC | 1,260 | $647.0K | 0.54% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,265 | $650.0K | 0.10% | +250+24.6% | Added |
| Washington Trust Co | 1,270 | $652.0K | 0.03% | +11+0.9% | Added |
| Waterfront Wealth Inc. | 1,274 | $654.0K | 0.26% | +500+64.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,278 | $656.0K | 0.38% | +595+87.1% | Added |
| Kempen Capital Management N.V. | 1,279 | $657.0K | 0.02% | +153+13.6% | Added |
| Fernwood Investment Management, LLC | 1,286 | $661.0K | 0.28% | −15−1.2% | Reduced |
| Eidelman Virant Capital | 1,275 | $662.0K | 0.48% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 1,293 | $664.0K | 0.57% | +95+7.9% | Added |
| BCS Wealth Management | 1,293 | $664.0K | 0.29% | +155+13.6% | Added |
| Chelsea Counsel Co | 1,294 | $665.0K | 0.34% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 1,297 | $666.0K | 0.31% | +32+2.5% | Added |
| White Pine Capital LLC | 1,297 | $666.0K | 0.26% | +55+4.4% | Added |