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 | 3,054 | $202.4B |
| Q4 2025 | 3,311 | $248.2B |
| Q3 2025 | 3,168 | $253.5B |
| Q2 2025 | 3,185 | $241.1B |
| Q1 2025 | 3,613 | $424.3B |
| Q4 2024 | 3,684 | $409.5B |
| Q3 2024 | 3,476 | $474.6B |
| Q2 2024 | 3,406 | $411.9B |
| Q1 2024 | 3,384 | $398.9B |
| Q4 2023 | 3,421 | $428.0B |
| Q3 2023 | 3,144 | $407.5B |
| Q2 2023 | 3,136 | $388.4B |
| Q1 2023 | 3,114 | $383.6B |
| Q4 2022 | 3,159 | $434.2B |
| Q3 2022 | 2,998 | $413.5B |
| Q2 2022 | 2,964 | $422.0B |
| Q1 2022 | 2,965 | $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 |
|---|---|---|---|---|---|
| Mount Yale Investment Advisors, LLC | 10,149 | $5.21M | 0.66% | +148+1.5% | Added |
| Duff & Phelps Investment Management Co | 10,121 | $5.20M | 0.06% | +100+1.0% | Added |
| Stanley-Laman Group, Ltd. | 10,084 | $5.18M | 0.92% | +665+7.1% | Added |
| Sky Investment Group LLC | 10,070 | $5.17M | 1.24% | +69+0.7% | Added |
| Nikulski Financial, Inc. | 10,051 | $5.16M | 2.56% | +113+1.1% | Added |
| Lindenwold Advisors | 10,035 | $5.15M | 3.67% | +116+1.2% | Added |
| Timber Creek Capital Management LLC | 10,033 | $5.15M | 1.70% | +990+10.9% | Added |
| Intrust Bank NA | 10,025 | $5.15M | 0.74% | +130+1.3% | Added |
| Bessemer Securities LLC | 10,010 | $5.14M | 1.80% | 00.0% | Unchanged |
| Olstein Capital Management, L.P. | 10,000 | $5.14M | 0.77% | −500−4.8% | Reduced |
| Centre Asset Management, LLC | 10,000 | $5.14M | 1.37% | +3,019+43.2% | Added |
| Handelsinvest Investeringsforvaltning | 9,989 | $5.13M | 0.76% | −4,372−30.4% | Reduced |
| Qtron Investments LLC | 9,958 | $5.12M | 1.12% | +1,613+19.3% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 9,947 | $5.11M | 1.76% | −641−6.1% | Reduced |
| GM Advisory Group, Inc. | 9,932 | $5.10M | 0.80% | +4,605+86.4% | Added |
| Bond & Devick Financial Network, Inc. | 9,916 | $5.09M | 4.45% | +337+3.5% | Added |
| Pensionfund Sabic | 9,900 | $5.08M | 1.62% | −1,000−9.2% | Reduced |
| Proequities, Inc. | 9,888 | $5.08M | 0.43% | +1,414+16.7% | Added |
| Trust Asset Management LLC | 9,887 | $5.08M | 0.71% | +427+4.5% | Added |
| J. W. Coons Advisors, LLC | 9,888 | $5.08M | 1.79% | −2,857−22.4% | Reduced |
| VGI Partners Ltd | 9,856 | $5.06M | 0.86% | +9,856 | New |
| Chatham Capital Group, Inc. | 9,848 | $5.06M | 1.14% | −53−0.5% | Reduced |
| Dorchester Wealth Management Co | 9,834 | $5.05M | 1.01% | +100+1.0% | Added |
| Capital International Sarl | 9,815 | $5.04M | 0.40% | −33,886−77.5% | Reduced |
| Morris Capital Advisors, LLC | 9,775 | $5.02M | 4.48% | +166+1.7% | Added |
| Holderness Investments Co | 9,732 | $5.00M | 2.09% | −361−3.6% | Reduced |
| Goodwin Daniel L | 9,730 | $5.00M | 2.75% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 9,690 | $4.98M | 2.10% | +270+2.9% | Added |
| Ritholtz Wealth Management | 9,661 | $4.96M | 0.31% | +692+7.7% | Added |
| Legacy Advisors, LLC | 9,609 | $4.93M | 1.04% | +371+4.0% | Added |
| FourThought Financial, LLC | 9,589 | $4.92M | 0.72% | +3,700+62.8% | Added |
| Investment House LLC | 9,540 | $4.90M | 0.43% | +30+0.3% | Added |
| LexAurum Advisors, LLC | 9,518 | $4.89M | 1.83% | +56+0.6% | Added |
| Univest Financial Corp | 9,517 | $4.89M | 1.59% | −55−0.6% | Reduced |
| PACK Private Wealth, LLC | 9,506 | $4.88M | 4.46% | −1,005−9.6% | Reduced |
| Fund Management at Engine No. 1 LLC | 9,473 | $4.87M | 1.29% | +1,500+18.8% | Added |
| Institutional & Family Asset Management, LLC | 9,465 | $4.86M | 0.85% | +185+2.0% | Added |
| Wade G W & Inc | 9,446 | $4.85M | 0.22% | +266+2.9% | Added |
| Ocean Capital Management, LLC | 9,438 | $4.83M | 2.64% | −358−3.7% | Reduced |
| Gs Investments, Inc. | 9,005 | $4.82M | 2.76% | −107−1.2% | Reduced |
| Covenant Asset Management, LLC | 9,374 | $4.82M | 1.85% | −78−0.8% | Reduced |
| Quadrant Capital Group LLC | 9,369 | $4.81M | 0.65% | +386+4.3% | Added |
| Orleans Capital Management Corp | 9,347 | $4.80M | 3.59% | −20−0.2% | Reduced |
| Pavadi Capital LLC | 9,335 | $4.79M | 4.35% | +1,481+18.9% | Added |
| Nelson Capital Management, LLC | 9,320 | $4.79M | 1.32% | +9,320 | New |
| Morgan Jess S & Co Inc | 9,314 | $4.78M | 4.96% | −269−2.8% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 9,301 | $4.78M | 1.85% | −195−2.1% | Reduced |
| Weik Capital Management | 9,296 | $4.78M | 2.18% | +16+0.2% | Added |
| Prime Capital Investment Advisors, LLC | 9,296 | $4.78M | 0.29% | +8,010+622.9% | Added |
| Sequoia Financial Advisors, LLC | 9,278 | $4.77M | 0.13% | +356+4.0% | Added |
| Field & Main Bank | 9,277 | $4.76M | 3.07% | +1,295+16.2% | Added |
| Karp Capital Management Corp | 9,272 | $4.76M | 0.84% | −706−7.1% | Reduced |
| Moody Lynn & Lieberson, LLC | 9,231 | $4.74M | 0.43% | +349+3.9% | Added |
| Unison Asset Management LLC | 9,224 | $4.74M | 4.63% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 9,216 | $4.73M | 2.45% | +476+5.4% | Added |
| Regent Investment Management LLC | 9,177 | $4.71M | 1.32% | −136−1.5% | Reduced |
| Atlantic Trust, LLC | 9,166 | $4.71M | 3.58% | +368+4.2% | Added |
| Laidlaw Wealth Management LLC | 9,154 | $4.70M | 0.96% | −250−2.7% | Reduced |
| NWK Group, Inc. | 9,135 | $4.69M | 3.16% | +107+1.2% | Added |
| Kerrisdale Advisers, LLC | 9,130 | $4.69M | 1.48% | +9,130 | New |
| Canal Capital Management, LLC | 9,121 | $4.68M | 1.40% | +686+8.1% | Added |
| Peloton Wealth Strategists | 9,116 | $4.68M | 2.28% | −375−4.0% | Reduced |
| Northeast Investment Management | 9,030 | $4.64M | 0.30% | +4,729+110.0% | Added |
| River & Mercantile Asset Management LLP | 8,960 | $4.62M | 0.82% | −200−2.2% | Reduced |
| Banco de Sabadell, S.A | 8,989 | $4.62M | 3.87% | −1,818−16.8% | Reduced |
| Jaffetilchin Investment Partners, LLC | 8,964 | $4.60M | 0.55% | +375+4.4% | Added |
| Plimoth Trust Co LLC | 8,949 | $4.60M | 1.45% | −114−1.3% | Reduced |
| RDA Financial Network | 8,917 | $4.58M | 2.31% | +31+0.3% | Added |
| Glen Eagle Advisors, LLC | 8,893 | $4.57M | 1.24% | +2,618+41.7% | Added |
| United Capital Management of KS, Inc. | 8,890 | $4.57M | 2.15% | −271−3.0% | Reduced |
| Martin Capital Partners, LLC | 8,780 | $4.51M | 2.14% | +27+0.3% | Added |
| Brewin Dolphin Ltd | 8,758 | $4.50M | 0.22% | −904−9.4% | Reduced |
| Second Half Financial Partners, LLC | 12,038 | $4.48M | 3.57% | 00.0% | Unchanged |
| Benson Investment Management Company, Inc. | 8,756 | $4.48M | 2.79% | −1,689−16.2% | Reduced |
| Northeast Financial Consultants Inc | 8,716 | $4.48M | 0.31% | −97−1.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 8,716 | $4.48M | 0.03% | +6,938+390.2% | Added |
| Strategic Blueprint, LLC | 8,695 | $4.47M | 0.58% | +6,834+367.2% | Added |
| Ameritas Advisory Services, LLC | 8,660 | $4.45M | 0.26% | +992+12.9% | Added |
| South State Corp. | 8,619 | $4.43M | 0.42% | +570+7.1% | Added |
| Nicollet Investment Management, Inc. | 8,602 | $4.42M | 2.38% | −70−0.8% | Reduced |
| Gateway Advisory, LLC | 8,537 | $4.38M | 1.87% | −5−0.1% | Reduced |
| Becker Capital Management Inc | 8,515 | $4.37M | 0.21% | −14−0.2% | Reduced |
| Enterprise Bank & Trust Co | 8,511 | $4.37M | 1.98% | −1,160−12.0% | Reduced |
| Brighton Jones LLC | 8,424 | $4.33M | 0.25% | +858+11.3% | Added |
| Resources Investment Advisors, LLC. | 8,382 | $4.30M | 0.18% | −359−4.1% | Reduced |
| JT Stratford LLC | 8,372 | $4.30M | 1.36% | −122−1.4% | Reduced |
| Murphy Pohlad Asset Management LLC | 8,363 | $4.29M | 1.88% | −150−1.8% | Reduced |
| Compton Wealth Advisory Group, LLC | 8,360 | $4.29M | 1.85% | −21−0.3% | Reduced |
| We Are One Seven, LLC | 8,317 | $4.27M | 0.59% | −5,647−40.4% | Reduced |
| SNS Financial Group, LLC | 8,314 | $4.27M | 0.56% | −93−1.1% | Reduced |
| Scott & Selber, Inc. | 8,273 | $4.25M | 1.94% | −99−1.2% | Reduced |
| Advisor Resource Council | 8,268 | $4.25M | 0.40% | +5,497+198.4% | Added |
| Mitchell & Pahl Private Wealth, LLC | 8,258 | $4.24M | 2.95% | +60+0.7% | Added |
| Private Wealth Strategies, L.L.C. | 8,250 | $4.24M | 1.18% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 8,198 | $4.21M | 0.80% | −672−7.6% | Reduced |
| Community Bank, N.A. | 8,182 | $4.20M | 0.60% | +57+0.7% | Added |
| Fieldpoint Private Securities, LLC | 8,178 | $4.20M | 1.22% | −5,710−41.1% | Reduced |
| Lincoln National Corp | 8,161 | $4.19M | 0.10% | −589−6.7% | Reduced |
| Premier Asset Management LLC | 7,618 | $4.13M | 3.34% | −11,250−59.6% | Reduced |
| Strategic Financial Services, Inc, | 8,021 | $4.12M | 0.35% | −1,252−13.5% | Reduced |