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 |
|---|---|---|---|---|---|
| DeDora Capital, Inc. | 7,988 | $4.10M | 2.07% | −374−4.5% | Reduced |
| Zeke Capital Advisors, LLC | 7,971 | $4.09M | 0.27% | −4,189−34.4% | Reduced |
| Wrapmanager Inc | 7,959 | $4.09M | 1.28% | −626−7.3% | Reduced |
| Oak Associates, Ltd | 7,950 | $4.08M | 0.32% | −1,300−14.1% | Reduced |
| Jackson Square Capital, LLC | 7,930 | $4.07M | 1.72% | +7,930 | New |
| Bogart Wealth, LLC | 7,918 | $4.07M | 0.36% | −467−5.6% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 7,901 | $4.06M | 0.48% | −1,510−16.0% | Reduced |
| Union Heritage Capital, LLC | 7,900 | $4.06M | 2.61% | 00.0% | Unchanged |
| Grove Bank & Trust | 7,853 | $4.03M | 0.97% | −540−6.4% | Reduced |
| Affiance Financial, LLC | 7,850 | $4.03M | 2.17% | +3,627+85.9% | Added |
| City Holding Co | 7,836 | $4.03M | 0.76% | +766+10.8% | Added |
| Piscataqua Savings Bank | 7,832 | $4.02M | 3.52% | −856−9.9% | Reduced |
| Family Legacy, Inc. | 7,809 | $4.02M | 1.90% | −216−2.7% | Reduced |
| MU Investments Co., Ltd. | 7,780 | $4.01M | 5.42% | −420−5.1% | Reduced |
| Roanoke Asset Management Corp | 7,810 | $4.01M | 1.80% | −5−0.1% | Reduced |
| Chase Investment Counsel Corp | 7,797 | $4.00M | 2.16% | −10−0.1% | Reduced |
| Private Trust Co NA | 7,782 | $4.00M | 0.62% | −727−8.5% | Reduced |
| West Branch Capital LLC | 7,774 | $3.99M | 2.31% | +323+4.3% | Added |
| Jackson Wealth Management, LLC | 7,751 | $3.98M | 1.84% | −10,354−57.2% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 7,745 | $3.98M | 0.64% | +427+5.8% | Added |
| Forefront Wealth Management Inc. | 7,715 | $3.97M | 5.35% | −29−0.4% | Reduced |
| Foster & Motley Inc | 7,721 | $3.97M | 0.35% | −427−5.2% | Reduced |
| Merit Financial Group, LLC | 7,718 | $3.96M | 0.13% | +6,010+351.9% | Added |
| Capital Insight Partners, LLC | 7,698 | $3.95M | 0.92% | +124+1.6% | Added |
| Hyman Charles D | 7,691 | $3.95M | 0.29% | +415+5.7% | Added |
| Veriti Management LLC | 7,674 | $3.94M | 0.55% | +245+3.3% | Added |
| First Horizon Advisors, Inc. | 7,667 | $3.94M | 0.14% | +1,181+18.2% | Added |
| Peachtree Investment Partners, LLC | 7,645 | $3.93M | 2.45% | −592−7.2% | Reduced |
| Bollard Group LLC | 7,642 | $3.92M | 0.16% | +14+0.2% | Added |
| Raab & Moskowitz Asset Management LLC | 7,643 | $3.92M | 1.54% | +325+4.4% | Added |
| Westover Capital Advisors, LLC | 7,623 | $3.92M | 1.44% | +505+7.1% | Added |
| Clear Harbor Asset Management, LLC | 7,620 | $3.91M | 0.52% | +49+0.6% | Added |
| Strategic Capital Advisers, Inc. | 7,609 | $3.91M | 3.23% | −41−0.5% | Reduced |
| Page Arthur B | 7,600 | $3.90M | 3.70% | −473−5.9% | Reduced |
| Studio Investment Management LLC | 7,592 | $3.90M | 1.35% | −425−5.3% | Reduced |
| PFG Advisors | 7,559 | $3.88M | 0.44% | +222+3.0% | Added |
| NorthRock Partners, LLC | 7,548 | $3.88M | 0.40% | +261+3.6% | Added |
| Compagnie Lombard Odier SCmA | 7,550 | $3.88M | 0.10% | +3,159+71.9% | Added |
| Bensler, LLC | 7,544 | $3.87M | 0.92% | +126+1.7% | Added |
| Altman Advisors, Inc. | 7,235 | $3.87M | 2.21% | −18−0.2% | Reduced |
| GDS Wealth Management | 7,490 | $3.85M | 0.86% | +775+11.5% | Added |
| Harbour Investment Management LLC | 7,443 | $3.82M | 2.30% | −160−2.1% | Reduced |
| Connecticut Wealth Management, LLC | 7,441 | $3.82M | 0.33% | −35−0.5% | Reduced |
| Mechanics Bank Trust Department | 7,421 | $3.81M | 0.68% | +302+4.2% | Added |
| Proquility Private Wealth Partners, LLC | 7,414 | $3.81M | 1.63% | −12−0.2% | Reduced |
| Delta Capital Management LLC | 7,410 | $3.81M | 2.86% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 7,403 | $3.80M | 0.72% | 00.0% | Unchanged |
| Burns J W & Co Inc | 7,354 | $3.78M | 0.71% | +1,157+18.7% | Added |
| Caldwell Investment Management Ltd. | 7,351 | $3.78M | 3.79% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 7,315 | $3.77M | 0.47% | +250+3.5% | Added |
| Clear Street Markets LLC | 7,343 | $3.77M | 1.27% | +4,843+193.7% | Added |
| Barometer Capital Management Inc. | 7,421 | $3.77M | 1.54% | +990+15.4% | Added |
| BNC Wealth Management, LLC | 7,341 | $3.77M | 1.97% | −72−1.0% | Reduced |
| RFG Advisory, LLC | 7,028 | $3.76M | 0.22% | +2,875+69.2% | Added |
| Harvest Volatility Management LLC | 7,305 | $3.75M | 0.60% | +637+9.6% | Added |
| Procyon Private Wealth Partners, LLC | 7,303 | $3.75M | 0.83% | +1,091+17.6% | Added |
| Wealth Alliance | 7,284 | $3.74M | 0.72% | −222−3.0% | Reduced |
| True North Advisors, LLC | 7,282 | $3.74M | 1.16% | +52+0.7% | Added |
| Hohimer Wealth Management, LLC | 7,263 | $3.73M | 1.10% | −3,990−35.5% | Reduced |
| Pinkerton Retirement Specialists, LLC | 7,254 | $3.73M | 1.13% | +184+2.6% | Added |
| Strategic Advisors LLC | 7,212 | $3.70M | 0.77% | −687−8.7% | Reduced |
| TFG Advisers LLC | 7,194 | $3.69M | 1.97% | +105+1.5% | Added |
| AIMZ Investment Advisors, LLC | 7,158 | $3.68M | 1.76% | −71−1.0% | Reduced |
| Valeo Financial Advisors, LLC | 7,157 | $3.68M | 0.23% | −2,559−26.3% | Reduced |
| Royal Capital Wealth Management, LLC | 7,148 | $3.67M | 3.98% | −35−0.5% | Reduced |
| Cypress Asset Management Inc | 7,138 | $3.67M | 1.31% | −385−5.1% | Reduced |
| Berkshire Bank | 7,110 | $3.65M | 1.06% | +163+2.3% | Added |
| Renasant Bank | 7,100 | $3.65M | 2.98% | +620+9.6% | Added |
| Valley Brook Capital Group | 7,079 | $3.64M | 3.75% | +25+0.4% | Added |
| HM Capital Management, LLC | 7,080 | $3.64M | 2.03% | +37+0.5% | Added |
| Sepio Capital, LP | 7,075 | $3.63M | 0.37% | +247+3.6% | Added |
| Legacy CG, LLC | 7,065 | $3.63M | 2.50% | +74+1.1% | Added |
| Harrell Investment Partners, LLC | 7,055 | $3.62M | 1.48% | +181+2.6% | Added |
| Stokes Family Office, LLC | 7,052 | $3.62M | 0.49% | +489+7.5% | Added |
| Advocate Group LLC | 7,029 | $3.61M | 0.84% | +7,029 | New |
| Simplify Asset Management Inc. | 7,017 | $3.60M | 0.45% | +4,092+139.9% | Added |
| Aubrey Capital Management Ltd | 7,000 | $3.60M | 2.90% | +7,000 | New |
| Doyle Wealth Management | 7,003 | $3.60M | 0.29% | +131+1.9% | Added |
| Sendero Wealth Management, LLC | 6,993 | $3.59M | 3.46% | +1,143+19.5% | Added |
| Abbrea Capital, LLC | 6,988 | $3.59M | 0.60% | +159+2.3% | Added |
| Gouws Capital LLC | 6,978 | $3.58M | 3.40% | +160+2.3% | Added |
| Claraphi Advisory Network, LLC | 6,959 | $3.57M | 1.26% | +508+7.9% | Added |
| Mattern Wealth Management LLC | 6,936 | $3.56M | 1.39% | +70+1.0% | Added |
| MPS Loria Financial Planners, LLC | 6,925 | $3.56M | 1.60% | +28+0.4% | Added |
| Ashford Capital Management Inc | 6,916 | $3.55M | 0.50% | −4−0.1% | Reduced |
| Principle Wealth Partners LLC | 6,888 | $3.54M | 0.43% | +41+0.6% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 6,879 | $3.53M | 0.01% | −2,641−27.7% | Reduced |
| Patten Group, Inc. | 6,864 | $3.53M | 1.13% | −69−1.0% | Reduced |
| Cypress Capital Group | 6,847 | $3.52M | 0.54% | +177+2.7% | Added |
| Winton Group Ltd | 6,837 | $3.51M | 0.19% | −4,569−40.1% | Reduced |
| Great Diamond Partners, LLC | 6,834 | $3.51M | 1.17% | +230+3.5% | Added |
| Cypress Capital, LLC | 6,823 | $3.50M | 0.50% | −338−4.7% | Reduced |
| Johnson Financial Group, Inc. | 6,819 | $3.50M | 0.25% | −958−12.3% | Reduced |
| Palouse Capital Management, Inc. | 6,803 | $3.49M | 1.73% | −187−2.7% | Reduced |
| TCWP LLC | 6,799 | $3.49M | 0.74% | +118+1.8% | Added |
| Eagle Rock Investment Company, LLC | 6,750 | $3.47M | 0.85% | +1,094+19.3% | Added |
| Geneva Partners, LLC | 6,748 | $3.47M | 3.41% | −849−11.2% | Reduced |
| Forum Financial Management, LP | 6,718 | $3.45M | 0.17% | +183+2.8% | Added |
| Wunderlich Capital Managemnt | 6,707 | $3.44M | 2.01% | −57−0.8% | Reduced |
| Laurel Wealth Advisors, Inc. | 6,706 | $3.44M | 0.35% | −611−8.4% | Reduced |