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
- 2,964
- +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
- 1,224 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 |
|---|---|---|---|---|---|
| Tradition Wealth Management, LLC | 12,855 | $6.60M | 0.96% | +255+2.0% | Added |
| Kovitz Investment Group Partners, LLC | 12,797 | $6.57M | 0.15% | −1,197−8.6% | Reduced |
| Silvant Capital Management LLC | 12,778 | $6.56M | 1.59% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 12,768 | $6.56M | 0.20% | +223+1.8% | Added |
| Charter Trust Co | 12,767 | $6.56M | 0.52% | +4,555+55.5% | Added |
| Global Retirement Partners, LLC | 12,685 | $6.52M | 0.52% | −54−0.4% | Reduced |
| Checchi Capital Advisers, LLC | 11,959 | $6.49M | 0.64% | +1,006+9.2% | Added |
| Asset Dedication, LLC | 12,501 | $6.47M | 0.96% | +487+4.1% | Added |
| CAPROCK Group, Inc. | 12,586 | $6.46M | 0.63% | +646+5.4% | Added |
| NBT Bank N A | 12,455 | $6.40M | 0.98% | −13−0.1% | Reduced |
| Waldron Private Wealth LLC | 12,441 | $6.39M | 0.36% | +2,004+19.2% | Added |
| Horizon Investment Services, LLC | 12,409 | $6.37M | 4.22% | −199−1.6% | Reduced |
| Jasper Ridge Partners, L.P. | 12,405 | $6.37M | 0.39% | 00.0% | Unchanged |
| West Family Investments, Inc. | 12,312 | $6.32M | 2.49% | +69+0.6% | Added |
| Culbertson A N & Co Inc | 12,311 | $6.32M | 1.37% | −86−0.7% | Reduced |
| Mutual Advisors, LLC | 12,304 | $6.32M | 0.42% | +927+8.1% | Added |
| Boston Financial Mangement LLC | 12,270 | $6.30M | 0.27% | +272+2.3% | Added |
| Clarity Financial LLC | 12,251 | $6.29M | 1.36% | +11,850+2,955.1% | Added |
| Community Bank & Trust, Waco, Texas | 12,241 | $6.29M | 2.08% | −416−3.3% | Reduced |
| Optimum Investment Advisors | 12,238 | $6.29M | 3.15% | −56−0.5% | Reduced |
| Ayrshire Capital Management LLC | 12,230 | $6.28M | 4.44% | −358−2.8% | Reduced |
| Fulton Bank, N.A. | 12,202 | $6.27M | 0.35% | −265−2.1% | Reduced |
| Moneta Group Investment Advisors LLC | 12,162 | $6.25M | 0.21% | +861+7.6% | Added |
| Cigna Investments Inc | 12,143 | $6.24M | 1.25% | −4,505−27.1% | Reduced |
| Unigestion Holding SA | 12,100 | $6.21M | 0.35% | +2,429+25.1% | Added |
| Ballentine Partners, LLC | 12,098 | $6.21M | 0.22% | +1,000+9.0% | Added |
| Lynch Asset Management, Inc. | 12,000 | $6.16M | 5.04% | 00.0% | Unchanged |
| Lountzis Asset Management, LLC | 11,920 | $6.12M | 4.10% | −177−1.5% | Reduced |
| Bank of Hawaii | 11,889 | $6.11M | 0.39% | +1,093+10.1% | Added |
| WSFS Capital Management, LLC | 11,841 | $6.08M | 2.00% | −1,707−12.6% | Reduced |
| Duncker Streett & Co Inc | 11,800 | $6.06M | 1.45% | +1,360+13.0% | Added |
| Mitchell Capital Management Co | 11,791 | $6.06M | 1.70% | +3,099+35.7% | Added |
| Plancorp, LLC | 11,727 | $6.02M | 0.38% | +46+0.4% | Added |
| Bristlecone Advisors, LLC | 11,719 | $6.02M | 0.74% | +741+6.7% | Added |
| Paradigm Financial Partners, LLC | 11,680 | $6.01M | 1.80% | −1,159−9.0% | Reduced |
| Brookstone Capital Management | 11,518 | $5.97M | 0.13% | −2,793−19.5% | Reduced |
| Barings LLC | 11,628 | $5.97M | 0.22% | −1,465−11.2% | Reduced |
| Resources Management Corp | 11,623 | $5.97M | 0.96% | −28−0.2% | Reduced |
| Cunning Capital Partners, LP | 11,620 | $5.97M | 4.60% | −3,380−22.5% | Reduced |
| Connable Office Inc | 11,613 | $5.96M | 0.91% | −155−1.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 11,586 | $5.95M | 0.53% | −5,332−31.5% | Reduced |
| Naples Global Advisors, LLC | 11,576 | $5.95M | 0.77% | +104+0.9% | Added |
| CMH Wealth Management LLC | 11,563 | $5.94M | 2.15% | +366+3.3% | Added |
| Barbara Oil Co. | 11,500 | $5.91M | 3.06% | 00.0% | Unchanged |
| RBA Wealth Management, LLC | 11,488 | $5.90M | 3.27% | +131+1.2% | Added |
| Moloney Securities Asset Management, LLC | 11,480 | $5.90M | 1.38% | −17−0.1% | Reduced |
| Kidder Stephen W | 11,447 | $5.88M | 2.28% | −10.0% | Reduced |
| Red Door Wealth Management, LLC | 11,449 | $5.88M | 2.18% | +991+9.5% | Added |
| Puzo Michael J | 11,425 | $5.87M | 2.08% | −45−0.4% | Reduced |
| AlphaStar Capital Management, LLC | 11,407 | $5.86M | 0.54% | +1,530+15.5% | Added |
| Cornerstone Wealth Group, LLC | 11,375 | $5.84M | 1.22% | +651+6.1% | Added |
| Acropolis Investment Management, LLC | 11,337 | $5.82M | 0.57% | −62−0.5% | Reduced |
| Lake Street Advisors Group, LLC | 11,318 | $5.81M | 0.41% | +107+1.0% | Added |
| Bray Capital Advisors | 11,273 | $5.79M | 1.73% | −30−0.3% | Reduced |
| Strategic Wealth Advisors Group, LLC | 11,208 | $5.76M | 0.24% | +391+3.6% | Added |
| Stiles Financial Services Inc | 11,174 | $5.74M | 3.45% | −108−1.0% | Reduced |
| Csenge Advisory Group | 11,083 | $5.69M | 0.48% | +61+0.6% | Added |
| Kames Capital plc | 11,032 | $5.68M | 0.11% | +907+9.0% | Added |
| Gamble Jones Investment Counsel | 11,034 | $5.67M | 0.42% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 11,014 | $5.66M | 2.76% | −46−0.4% | Reduced |
| Cutler Group LP | 11,009 | $5.65M | 0.77% | −8,361−43.2% | Reduced |
| SlateStone Wealth, LLC | 11,006 | $5.65M | 1.44% | +87+0.8% | Added |
| Pegasus Partners Ltd. | 10,998 | $5.65M | 1.18% | +20+0.2% | Added |
| Pictet Bank & Trust Ltd | 10,960 | $5.63M | 3.87% | +217+2.0% | Added |
| Kinneret Advisory, LLC | 10,936 | $5.62M | 0.73% | +231+2.2% | Added |
| Bank of Nova Scotia Trust Co | 10,908 | $5.60M | 0.57% | −72−0.7% | Reduced |
| Equitable Holdings, Inc. | 10,905 | $5.60M | 0.11% | +685+6.7% | Added |
| Mirador Capital Partners LP | 10,861 | $5.58M | 1.32% | −18−0.2% | Reduced |
| Greenline Partners, LLC | 10,807 | $5.55M | 1.20% | −9,277−46.2% | Reduced |
| Bank of New Hampshire | 10,781 | $5.54M | 1.60% | −854−7.3% | Reduced |
| Bryn Mawr Trust Co | 10,769 | $5.53M | 0.25% | +77+0.7% | Added |
| Bellecapital International Ltd. | 10,756 | $5.53M | 1.54% | +10,756 | New |
| Simmons Bank | 10,750 | $5.52M | 0.48% | +2,431+29.2% | Added |
| Savant Capital, LLC | 10,730 | $5.51M | 0.17% | +828+8.4% | Added |
| Hilltop Holdings Inc. | 10,713 | $5.50M | 0.73% | −2,004−15.8% | Reduced |
| HAP Trading, LLC | 10,702 | $5.50M | 0.69% | −2,124−16.6% | Reduced |
| Buckhead Capital Management LLC | 10,699 | $5.50M | 1.36% | −3,348−23.8% | Reduced |
| Capital Analysts, LLC | 10,699 | $5.50M | 0.38% | −91−0.8% | Reduced |
| Belpointe Asset Management LLC | 10,695 | $5.49M | 0.37% | −645−5.7% | Reduced |
| Bowling Portfolio Management LLC | 10,693 | $5.49M | 1.38% | +74+0.7% | Added |
| Clarius Group, LLC | 10,685 | $5.49M | 0.55% | +415+4.0% | Added |
| Baker Avenue Asset Management, LP | 10,641 | $5.47M | 0.37% | +429+4.2% | Added |
| Trinity Legacy Partners, LLC | 10,554 | $5.46M | 2.12% | +8,268+361.7% | Added |
| Ironvine Capital Partners, LLC | 10,576 | $5.43M | 0.67% | +6,134+138.1% | Added |
| Souders Financial Advisors | 10,550 | $5.42M | 1.56% | −248−2.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,543 | $5.41M | 0.55% | −981−8.5% | Reduced |
| NBW Capital LLC | 10,534 | $5.41M | 1.48% | +2,749+35.3% | Added |
| Bank Pictet & Cie (Asia) Ltd | 10,515 | $5.40M | 1.83% | −2,311−18.0% | Reduced |
| Fairhaven Wealth Management, LLC | 10,501 | $5.39M | 2.53% | −158−1.5% | Reduced |
| CWA Asset Management Group, LLC | 10,445 | $5.37M | 0.50% | −3,201−23.5% | Reduced |
| Wealthspire Advisors, LLC | 10,441 | $5.36M | 0.11% | +2,682+34.6% | Added |
| Tower View Investment Management & Research LLC | 10,412 | $5.35M | 3.96% | −338−3.1% | Reduced |
| Moors & Cabot, Inc. | 10,411 | $5.35M | 0.38% | −55−0.5% | Reduced |
| HBW Advisory Services LLC | 10,380 | $5.33M | 1.44% | +5,256+102.6% | Added |
| Wealth Advisory Solutions, LLC | 10,348 | $5.32M | 1.31% | −1,443−12.2% | Reduced |
| Meridian Wealth Advisors, LLC | 10,321 | $5.30M | 1.41% | −313−2.9% | Reduced |
| Constitution Capital LLC | 10,302 | $5.29M | 3.39% | +800+8.4% | Added |
| Berkshire Asset Management LLC | 10,293 | $5.29M | 0.35% | −974−8.6% | Reduced |
| Harbour Investments, Inc. | 10,210 | $5.24M | 0.35% | +10,210 | New |
| HGK Asset Management Inc | 10,152 | $5.21M | 1.90% | −1,316−11.5% | Reduced |