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 |
|---|---|---|---|---|---|
| GHP Investment Advisors, Inc. | 15,743 | $8.09M | 0.60% | −10−0.1% | Reduced |
| Woodmont Investment Counsel LLC | 15,724 | $8.08M | 1.00% | +244+1.6% | Added |
| Metis Global Partners, LLC | 15,667 | $8.05M | 1.29% | +692+4.6% | Added |
| Stonegate Investment Group, LLC | 15,619 | $8.02M | 0.35% | +2,311+17.4% | Added |
| Clearstead Advisors, LLC | 15,550 | $7.99M | 0.62% | +278+1.8% | Added |
| Sivik Global Healthcare LLC | 15,500 | $7.96M | 4.52% | −1,500−8.8% | Reduced |
| Capital Investment Advisors, LLC | 15,464 | $7.94M | 0.26% | +336+2.2% | Added |
| Mattern Capital Management, LLC | 15,424 | $7.92M | 1.57% | −1,315−7.9% | Reduced |
| Busey Wealth Management | 15,415 | $7.92M | 0.37% | −17−0.1% | Reduced |
| Evergreen Capital Management LLC | 15,414 | $7.92M | 0.41% | −1,543−9.1% | Reduced |
| Cape Cod Five Cents Savings Bank | 15,366 | $7.89M | 0.89% | −584−3.7% | Reduced |
| Guardian Capital Advisors LP | 15,708 | $7.89M | 0.91% | −108−0.7% | Reduced |
| Alapocas Investment Partners, Inc. | 15,339 | $7.88M | 7.83% | +123+0.8% | Added |
| Lester Murray Antman dba SimplyRich | 15,308 | $7.86M | 3.26% | 00.0% | Unchanged |
| Eagle Capital Management, LLC | 15,303 | $7.86M | 4.67% | −66−0.4% | Reduced |
| Element Capital Management LLC | 15,281 | $7.85M | 3.94% | +5,094+50.0% | Added |
| Spinnaker Trust | 15,261 | $7.84M | 0.60% | +363+2.4% | Added |
| Kingsview Wealth Management, LLC | 15,248 | $7.83M | 0.37% | +4,159+37.5% | Added |
| Icon Advisers Inc | 15,219 | $7.82M | 1.81% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 15,181 | $7.80M | 0.12% | −1,827−10.7% | Reduced |
| Keeler Thomas Management LLC | 15,173 | $7.79M | 3.88% | +1,465+10.7% | Added |
| Rothschild Capital Partners, LLC | 15,163 | $7.79M | 3.26% | 00.0% | Unchanged |
| Stokes Capital Advisors, LLC | 15,107 | $7.76M | 2.71% | +265+1.8% | Added |
| Alcosta Capital Management, Inc. | 15,051 | $7.73M | 7.36% | −13−0.1% | Reduced |
| Monetary Management Group Inc | 15,050 | $7.73M | 2.42% | +795+5.6% | Added |
| Balasa Dinverno & Foltz LLC | 14,986 | $7.70M | 0.48% | +1,283+9.4% | Added |
| High Note Wealth, LLC | 14,903 | $7.66M | 2.99% | +2,315+18.4% | Added |
| WBI Investments | 15,187 | $7.65M | 1.65% | +4,589+43.3% | Added |
| Marshall & Sullivan Inc | 14,881 | $7.64M | 4.65% | −144−1.0% | Reduced |
| AMG National Trust Bank | 14,117 | $7.63M | 0.28% | −365−2.5% | Reduced |
| Smithbridge Asset Management Inc | 14,832 | $7.62M | 2.94% | +76+0.5% | Added |
| Symmetry Partners, LLC | 14,803 | $7.60M | 0.51% | −457−3.0% | Reduced |
| Exchange Traded Concepts, LLC | 14,799 | $7.60M | 0.22% | −597−3.9% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 14,762 | $7.58M | 3.07% | +2,631+21.7% | Added |
| TCTC Holdings, LLC | 14,755 | $7.58M | 0.33% | −103−0.7% | Reduced |
| Change Path, LLC | 14,740 | $7.57M | 0.41% | +1,598+12.2% | Added |
| Spectrum Management Group, LLC | 14,729 | $7.57M | 1.78% | +14,729 | New |
| Armstrong Shaw Associates Inc | 14,708 | $7.55M | 7.61% | −375−2.5% | Reduced |
| Value Partners Investments Inc. | 14,692 | $7.54M | 0.70% | −1,337−8.3% | Reduced |
| Frontier Wealth Management LLC | 14,672 | $7.54M | 0.55% | +327+2.3% | Added |
| Liberty Capital Management, Inc. | 14,652 | $7.53M | 2.68% | −377−2.5% | Reduced |
| Western Wealth Management, LLC | 14,605 | $7.52M | 0.43% | +1,431+10.9% | Added |
| Broadleaf Partners, LLC | 14,629 | $7.51M | 3.14% | +328+2.3% | Added |
| GPM Growth Investors, Inc. | 14,619 | $7.51M | 4.89% | −38−0.3% | Reduced |
| Beecher Investors Inc | 14,615 | $7.51M | 10.86% | −200−1.3% | Reduced |
| Synergy Financial Management, LLC | 14,599 | $7.50M | 1.99% | +13,478+1,202.3% | Added |
| Pallas Capital Advisors LLC | 14,336 | $7.47M | 1.03% | −1,166−7.5% | Reduced |
| Ascent Group, LLC | 13,764 | $7.46M | 0.89% | +341+2.5% | Added |
| Clough Capital Partners L P | 14,441 | $7.42M | 0.96% | −24,929−63.3% | Reduced |
| Icon Wealth Partners, LLC | 14,426 | $7.41M | 0.89% | −1,237−7.9% | Reduced |
| NatWest Group plc | 14,376 | $7.38M | 4.19% | +829+6.1% | Added |
| SOL Capital Management CO | 14,290 | $7.34M | 1.49% | +480+3.5% | Added |
| Venture Visionary Partners LLC | 14,287 | $7.34M | 0.56% | +500+3.6% | Added |
| Fundamentun, LLC | 14,282 | $7.34M | 1.39% | −200−1.4% | Reduced |
| Tudor Investment Corp Et Al | 14,269 | $7.33M | 0.21% | −10,734−42.9% | Reduced |
| Thompson Investment Management, Inc. | 14,266 | $7.33M | 1.27% | −1,743−10.9% | Reduced |
| PKO Investment Management Joint-Stock Co | 14,196 | $7.29M | 1.05% | +900+6.8% | Added |
| AdvisorNet Financial, Inc | 14,195 | $7.29M | 0.72% | −4,020−22.1% | Reduced |
| Fulcrum Capital LLC | 14,181 | $7.28M | 2.29% | −8,102−36.4% | Reduced |
| Koshinski Asset Management, Inc. | 14,094 | $7.24M | 0.72% | +479+3.5% | Added |
| Accredited Investors Inc. | 14,077 | $7.23M | 0.86% | +289+2.1% | Added |
| Davis-Rea Ltd. | 14,046 | $7.21M | 2.15% | −178,409−92.7% | Reduced |
| Blue Fin Capital, Inc. | 14,043 | $7.21M | 2.55% | +37+0.3% | Added |
| Advisors Capital Management, LLC | 13,999 | $7.19M | 0.22% | +3,932+39.1% | Added |
| Sandy Spring Bank | 13,968 | $7.17M | 0.43% | −155−1.1% | Reduced |
| YorkBridge Wealth Partners, LLC | 13,943 | $7.16M | 1.87% | −1,331−8.7% | Reduced |
| Perkins Coie Trust Co | 13,943 | $7.16M | 2.61% | +55+0.4% | Added |
| Asio Capital, LLC | 13,885 | $7.13M | 2.25% | +346+2.6% | Added |
| Hotaling Investment Management, LLC | 13,886 | $7.13M | 3.10% | +596+4.5% | Added |
| Montag A & Associates Inc | 13,878 | $7.13M | 0.46% | +152+1.1% | Added |
| Ulland Investment Advisors, LLC | 13,875 | $7.13M | 7.30% | −902−6.1% | Reduced |
| Trust Co of Vermont | 13,762 | $7.07M | 0.54% | +221+1.6% | Added |
| Chicago Trust Co NA | 13,727 | $7.05M | 1.78% | +86+0.6% | Added |
| Dynamic Advisor Solutions LLC | 13,699 | $7.04M | 0.54% | +584+4.5% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 13,655 | $7.03M | 0.28% | +281+2.1% | Added |
| Madison Wealth Management | 13,636 | $7.00M | 1.70% | −120−0.9% | Reduced |
| Verdence Capital Advisors LLC | 13,614 | $6.99M | 0.90% | −336−2.4% | Reduced |
| Capital Planning Advisors, LLC | 13,590 | $6.98M | 1.85% | +43+0.3% | Added |
| Ballast, Inc. | 13,566 | $6.97M | 3.25% | −294−2.1% | Reduced |
| Broderick Brian C | 13,526 | $6.95M | 2.11% | −10−0.1% | Reduced |
| Jones Financial Companies LLLP | 13,509 | $6.94M | 0.01% | +3,610+36.5% | Added |
| Arrow Financial Corp | 13,459 | $6.91M | 0.94% | −1,831−12.0% | Reduced |
| Thoroughbred Financial Services, LLC | 13,458 | $6.91M | 1.27% | +834+6.6% | Added |
| Executive Wealth Management, LLC | 13,437 | $6.90M | 0.93% | −1,111−7.6% | Reduced |
| Vanguard Capital Wealth Advisors | 13,435 | $6.90M | 7.80% | +44+0.3% | Added |
| Coastline Trust Co | 13,375 | $6.87M | 1.02% | +545+4.2% | Added |
| Pitcairn Co | 13,359 | $6.86M | 0.73% | −526−3.8% | Reduced |
| Arkadios Wealth Advisors | 13,335 | $6.85M | 1.02% | +54+0.4% | Added |
| Wolverine Trading, LLC | 13,168 | $6.79M | 0.21% | −379−2.8% | Reduced |
| Americana Partners, LLC | 13,192 | $6.76M | 1.21% | +8,536+183.3% | Added |
| HBK Sorce Advisory LLC | 13,090 | $6.72M | 0.50% | −2,328−15.1% | Reduced |
| JCIC Asset Management Inc. | 13,057 | $6.71M | 3.61% | −1,255−8.8% | Reduced |
| Dividend Assets Capital, LLC | 13,057 | $6.71M | 1.45% | −428−3.2% | Reduced |
| Annex Advisory Services, LLC | 13,041 | $6.70M | 0.48% | +476+3.8% | Added |
| Reliant Investment Management, LLC | 13,015 | $6.68M | 4.69% | −215−1.6% | Reduced |
| Pinnacle Holdings, LLC | 13,003 | $6.68M | 3.06% | +141+1.1% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 13,000 | $6.68M | 2.18% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 12,974 | $6.66M | 0.87% | −1,246−8.8% | Reduced |
| Marietta Wealth Management, LLC | 12,949 | $6.65M | 1.61% | −451−3.4% | Reduced |
| Sawtooth Solutions, LLC | 12,924 | $6.64M | 0.86% | +1,108+9.4% | Added |