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 |
|---|---|---|---|---|---|
| Epic Trust Investment Advisors, LLC | 1,299 | $668.0K | 1.26% | +40+3.2% | Added |
| Echo45 Advisors LLC | 1,302 | $669.0K | 0.63% | −573−30.6% | Reduced |
| Greenwood Gearhart Inc | 1,307 | $671.0K | 0.11% | +4+0.3% | Added |
| Wolff Wiese Magana LLC | 1,308 | $672.0K | 0.49% | −50−3.7% | Reduced |
| Cabot Wealth Management Inc | 1,310 | $673.0K | 0.11% | +22+1.7% | Added |
| Intercontinental Wealth Advisors, LLC | 1,313 | $674.0K | 0.18% | +67+5.4% | Added |
| Crewe Advisors LLC | 1,313 | $674.0K | 0.15% | +416+46.4% | Added |
| BMS Financial Advisors, LLC | 1,312 | $674.0K | 0.44% | +1,312 | New |
| Cypress Wealth Services, LLC | 1,318 | $677.0K | 0.22% | −224−14.5% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 1,322 | $679.0K | 0.42% | −89−6.3% | Reduced |
| Magnolia Capital Advisors LLC | 1,331 | $683.0K | 0.62% | −397−23.0% | Reduced |
| Matisse Capital | 1,330 | $683.0K | 0.65% | +400+43.0% | Added |
| BCK Partners, Inc. | 1,342 | $689.0K | 0.48% | 00.0% | Unchanged |
| Farmers National Bank | 1,342 | $689.3K | 0.26% | −34−2.5% | Reduced |
| Birinyi Associates Inc | 1,350 | $693.0K | 0.31% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 1,353 | $695.0K | 0.05% | −14−1.0% | Reduced |
| Formidable Asset Management, LLC | 1,346 | $696.0K | 0.16% | +10+0.7% | Added |
| Visionary Wealth Advisors | 1,357 | $697.0K | 0.06% | −319−19.0% | Reduced |
| First City Capital Management, Inc. | 1,361 | $699.0K | 0.43% | +11+0.8% | Added |
| Renaissance Investment Group LLC | 1,365 | $701.0K | 0.23% | +166+13.8% | Added |
| Rappaport Reiches Capital Management, LLC | 1,365 | $701.1K | 0.35% | +463+51.3% | Added |
| Thomasville National Bank | 1,372 | $705.0K | 0.08% | −388−22.0% | Reduced |
| Navellier & Associates Inc | 1,377 | $707.0K | 0.15% | +4+0.3% | Added |
| ICW Investment Advisors LLC | 1,383 | $710.0K | 0.45% | +2+0.1% | Added |
| Monument Capital Management | 1,385 | $711.0K | 0.27% | +646+87.4% | Added |
| Hirtle Callaghan & Co LLC | 1,390 | $714.0K | 0.04% | −46−3.2% | Reduced |
| Courier Capital LLC | 1,392 | $715.0K | 0.08% | +99+7.7% | Added |
| Aspen Investment Management Inc | 1,394 | $716.0K | 0.45% | +1+0.1% | Added |
| Virtus ETF Advisers LLC | 1,398 | $718.0K | 0.27% | +1,398 | New |
| RiverGlades Family Offices LLC | 1,400 | $719.0K | 0.67% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,399 | $719.0K | 0.13% | +66+5.0% | Added |
| Islay Capital Management, LLC | 1,408 | $723.0K | 0.75% | −116−7.6% | Reduced |
| Sanders Morris Harris LLC | 1,400 | $724.0K | 0.16% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 1,411 | $725.0K | 0.44% | −828−37.0% | Reduced |
| Investors Asset Management of Georgia Inc | 1,415 | $727.0K | 0.38% | 00.0% | Unchanged |
| Baxter Bros Inc | 1,417 | $728.0K | 0.13% | −83−5.5% | Reduced |
| Donoghue Forlines LLC | 1,422 | $730.0K | 0.19% | −185−11.5% | Reduced |
| Modus Advisors, LLC | 1,424 | $731.0K | 0.37% | +1,424 | New |
| Successful Portfolios LLC | 1,424 | $732.0K | 0.49% | −12−0.8% | Reduced |
| Private Capital Group, LLC | 1,438 | $739.0K | 0.56% | −659−31.4% | Reduced |
| Brightworth | 1,443 | $741.0K | 0.08% | +72+5.3% | Added |
| Hoylecohen, LLC | 1,445 | $742.0K | 0.08% | −51−3.4% | Reduced |
| Ballast Advisors LLC | 1,445 | $742.0K | 0.33% | +2+0.1% | Added |
| Clare Market Investments LLC | 1,445 | $742.1K | 0.32% | +790+120.6% | Added |
| Kenfarb & Co. | 1,457 | $743.0K | 0.59% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,446 | $743.0K | 0.27% | +2+0.1% | Added |
| WealthBridge Capital Management, LLC | 1,447 | $743.0K | 0.32% | +170+13.3% | Added |
| Cooper Financial Group | 1,446 | $743.0K | 0.27% | +414+40.1% | Added |
| Northwest Wealth Management, LLC | 1,447 | $743.0K | 0.32% | +438+43.4% | Added |
| Walker Asset Management, LLC | 1,450 | $745.0K | 0.67% | +4+0.3% | Added |
| First Heartland Consultants, Inc. | 1,452 | $745.0K | 0.12% | +25+1.8% | Added |
| PrairieView Partners, LLC | 1,452 | $746.0K | 0.12% | +30+2.1% | Added |
| CVA Family Office, LLC | 1,456 | $748.0K | 0.20% | +60+4.3% | Added |
| Valley National Advisers Inc | 1,460 | $751.0K | 0.16% | −4,031−73.4% | Reduced |
| Independence Bank of Kentucky | 1,463 | $751.0K | 0.34% | −143−8.9% | Reduced |
| LWM Advisory Services, LLC | 1,471 | $751.0K | 0.90% | −77−5.0% | Reduced |
| Steel Peak Wealth Management LLC | 1,467 | $753.0K | 0.05% | −1,243−45.9% | Reduced |
| Peoples Bank | 1,465 | $753.0K | 0.47% | +39+2.7% | Added |
| SFMG, LLC | 1,467 | $753.0K | 0.09% | +490+50.2% | Added |
| City State Bank | 1,470 | $755.0K | 0.53% | −63−4.1% | Reduced |
| United Community Bank | 1,475 | $757.6K | 0.82% | +61+4.3% | Added |
| Asset Management Corp | 1,480 | $760.0K | 0.57% | +70+5.0% | Added |
| CCG Wealth Management, LLC | 1,490 | $765.0K | 0.43% | 00.0% | Unchanged |
| Insight Advisors, LLC | 1,434 | $765.0K | 0.26% | +5+0.3% | Added |
| Signature Estate & Investment Advisors LLC | 1,492 | $766.0K | 0.04% | −114−7.1% | Reduced |
| Stelac Advisory Services LLC | 1,492 | $766.0K | 0.31% | +1,492 | New |
| MV Capital Management, Inc. | 1,495 | $768.0K | 0.13% | +63+4.4% | Added |
| Emerald Advisers, LLC | 1,499 | $770.0K | 0.04% | +1,499 | New |
| Gilman Hill Asset Management, LLC | 1,508 | $775.0K | 0.17% | +1,508 | New |
| Cedrus LLC | 1,509 | $775.1K | 0.76% | +136+9.9% | Added |
| LS Investment Advisors, LLC | 1,505 | $778.0K | 0.15% | +400+36.2% | Added |
| Oak Harbor Wealth Partners, LLC | 1,517 | $779.0K | 0.31% | +150+11.0% | Added |
| Adviser Investments LLC | 1,518 | $780.0K | 0.05% | +4+0.3% | Added |
| Aire Advisors, LLC | 1,521 | $782.0K | 0.28% | −4−0.3% | Reduced |
| 1st Source Bank | 1,527 | $784.0K | 0.06% | +39+2.6% | Added |
| Sustainable Insight Capital Management, LLC | 1,490 | $785.0K | 0.78% | −210−12.4% | Reduced |
| Cannell Peter B & Co Inc | 1,528 | $785.0K | 0.03% | −25−1.6% | Reduced |
| Integrated Investment Consultants, LLC | 1,532 | $787.0K | 0.29% | −55−3.5% | Reduced |
| Prosperity Consulting Group, LLC | 1,534 | $788.0K | 0.68% | −6−0.4% | Reduced |
| Virtue Capital Management, LLC | 1,539 | $790.0K | 0.12% | −8,900−85.3% | Reduced |
| Resurgent Financial Advisors LLC | 1,538 | $790.0K | 0.53% | +98+6.8% | Added |
| Lewis Capital Management, LLC | 1,540 | $791.0K | 1.13% | 00.0% | Unchanged |
| VeraBank, N.A. | 1,542 | $792.0K | 0.46% | +269+21.1% | Added |
| First National Bank of Hutchinson | 1,543 | $792.0K | 0.59% | +485+45.8% | Added |
| GFG Capital, LLC | 1,550 | $796.0K | 0.24% | −272−14.9% | Reduced |
| Hodges Capital Management Inc. | 1,550 | $796.0K | 0.08% | +390+33.6% | Added |
| CNB Bank | 1,551 | $797.0K | 0.52% | −14−0.9% | Reduced |
| MBM Wealth Consultants, LLC | 1,562 | $802.0K | 0.39% | −195−11.1% | Reduced |
| AdvisorShares Investments LLC | 1,563 | $803.0K | 0.22% | +1,563 | New |
| SRS Capital Advisors, Inc. | 1,568 | $805.0K | 0.12% | +60+4.0% | Added |
| Rock Creek Group, LP | 1,567 | $805.0K | 0.09% | +206+15.1% | Added |
| Sage Rhino Capital LLC | 1,569 | $806.0K | 0.31% | −304−16.2% | Reduced |
| ACG Wealth | 1,569 | $806.0K | 0.16% | +295+23.2% | Added |
| Lifeworks Advisors, LLC | 1,572 | $807.0K | 0.51% | +29+1.9% | Added |
| Fortitude Advisory Group L.L.C. | 1,573 | $808.0K | 0.75% | −75−4.6% | Reduced |
| TRUE Private Wealth Advisors | 1,576 | $809.0K | 0.12% | −109−6.5% | Reduced |
| Crumly & Associates Inc. | 1,578 | $810.0K | 0.34% | +38+2.5% | Added |
| South Shore Capital Advisors | 1,578 | $811.0K | 1.69% | −19−1.2% | Reduced |
| Marquette Asset Management, LLC | 1,581 | $812.0K | 0.23% | −155−8.9% | Reduced |
| Mark Stevens | 1,583 | $813.0K | 0.10% | −72−4.4% | Reduced |