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 |
|---|---|---|---|---|---|
| Choate Investment Advisors | 6,704 | $3.44M | 0.21% | +925+16.0% | Added |
| Legacy Wealth Management, LLC | 6,691 | $3.44M | 2.09% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 6,690 | $3.44M | 0.55% | −5−0.1% | Reduced |
| Birch Capital Management, LLC | 6,664 | $3.42M | 2.44% | 00.0% | Unchanged |
| Siena Capital LLC | 6,597 | $3.39M | 2.05% | −98−1.5% | Reduced |
| Sheets Smith Wealth Management | 6,591 | $3.38M | 0.56% | −25−0.4% | Reduced |
| Chemistry Wealth Management LLC | 6,590 | $3.38M | 1.30% | +230+3.6% | Added |
| Next Level Private LLC | 6,590 | $3.38M | 1.30% | +6,590 | New |
| Elgethun Capital Management | 6,577 | $3.37M | 1.31% | +19+0.3% | Added |
| DF Dent & Co Inc | 6,538 | $3.36M | 0.05% | −7−0.1% | Reduced |
| S.E.E.D. Planning Group LLC | 6,531 | $3.35M | 1.52% | −222−3.3% | Reduced |
| Sentry Investment Management LLC | 6,519 | $3.35M | 1.51% | −1,167−15.2% | Reduced |
| Condor Capital Management | 6,509 | $3.34M | 0.43% | −4−0.1% | Reduced |
| Elmwood Wealth Management, Inc. | 6,476 | $3.33M | 1.90% | −30−0.5% | Reduced |
| Centric Wealth Management | 6,463 | $3.32M | 1.22% | −70−1.1% | Reduced |
| CX Institutional | 6,463 | $3.32M | 0.25% | +404+6.7% | Added |
| Avantax Planning Partners, Inc. | 6,461 | $3.32M | 0.14% | +841+15.0% | Added |
| Royal Fund Management, LLC | 6,429 | $3.30M | 0.55% | −350−5.2% | Reduced |
| Rossmore Private Capital | 6,429 | $3.30M | 0.57% | −89−1.4% | Reduced |
| NVWM, LLC | 6,421 | $3.30M | 1.28% | +2,435+61.1% | Added |
| Greenfield Savings Bank | 6,413 | $3.29M | 2.21% | +6,413 | New |
| Financial Advisory Service, Inc. | 6,393 | $3.28M | 0.35% | +321+5.3% | Added |
| Buckley Wealth Management, LLC | 6,385 | $3.28M | 1.06% | −271−4.1% | Reduced |
| Parisi Gray Wealth Management | 6,378 | $3.28M | 1.71% | +138+2.2% | Added |
| Summit X, LLC | 6,360 | $3.27M | 0.95% | −437−6.4% | Reduced |
| Eads & Heald Wealth Management | 6,364 | $3.27M | 1.76% | −66−1.0% | Reduced |
| Investment Research & Advisory Group, Inc. | 6,358 | $3.27M | 2.39% | +283+4.7% | Added |
| Townsend & Associates, Inc | 6,307 | $3.26M | 1.51% | −56−0.9% | Reduced |
| Notis-McConarty Edward | 6,332 | $3.25M | 1.36% | +98+1.6% | Added |
| SevenBridge Financial Group, LLC | 6,314 | $3.24M | 1.31% | −144−2.2% | Reduced |
| Transcend Wealth Collective, LLC | 6,311 | $3.24M | 0.34% | +67+1.1% | Added |
| SWS Partners | 6,304 | $3.24M | 2.73% | −721−10.3% | Reduced |
| Chemung Canal Trust Co | 6,294 | $3.23M | 0.74% | −8,691−58.0% | Reduced |
| Tealwood Asset Management Inc | 6,293 | $3.23M | 1.60% | −105−1.6% | Reduced |
| Summit Financial, LLC | 6,291 | $3.23M | 0.30% | −121−1.9% | Reduced |
| Regency Capital Management Inc. | 6,291 | $3.23M | 3.48% | +614+10.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 6,285 | $3.23M | 0.58% | +331+5.6% | Added |
| Inscription Capital, LLC | 6,226 | $3.20M | 0.58% | +616+11.0% | Added |
| Carret Asset Management, LLC | 6,223 | $3.20M | 0.44% | −381−5.8% | Reduced |
| Shepherd Financial Partners LLC | 6,214 | $3.19M | 0.62% | +284+4.8% | Added |
| Eudaimonia Partners, LLC | 6,208 | $3.19M | 0.58% | −7,391−54.3% | Reduced |
| Phoenix Holdings Ltd. | 6,207 | $3.19M | 0.07% | −1,543−19.9% | Reduced |
| TrinityPoint Wealth, LLC | 6,187 | $3.18M | 0.70% | −553−8.2% | Reduced |
| Charles Carroll Financial Partners, LLC | 6,171 | $3.17M | 4.14% | +535+9.5% | Added |
| Flagship Harbor Advisors, LLC | 6,091 | $3.13M | 0.35% | +451+8.0% | Added |
| IFP Advisors, Inc | 18,245 | $3.12M | 0.11% | −13,573−42.7% | Reduced |
| Bank Hapoalim BM | 6,048 | $3.11M | 0.39% | −359−5.6% | Reduced |
| Kovack Advisors, Inc. | 6,029 | $3.10M | 0.41% | −1,693−21.9% | Reduced |
| Capital City Trust Co | 6,023 | $3.09M | 1.01% | +857+16.6% | Added |
| Rehmann Capital Advisory Group | 6,021 | $3.09M | 0.34% | +44+0.7% | Added |
| Robertson Stephens Wealth Management, LLC | 6,012 | $3.09M | 0.31% | −864−12.6% | Reduced |
| Next Century Growth Investors LLC | 6,011 | $3.09M | 0.40% | +6,011 | New |
| BBR Partners, LLC | 6,008 | $3.09M | 0.36% | +240+4.2% | Added |
| Monetta Financial Services Inc | 6,000 | $3.08M | 3.23% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 6,000 | $3.08M | 1.78% | +2,000+50.0% | Added |
| Mount Lucas Management LP | 6,001 | $3.08M | 1.03% | +6,001 | New |
| River Wealth Advisors LLC | 5,976 | $3.07M | 0.57% | +290+5.1% | Added |
| Seeyond | 5,976 | $3.07M | 0.35% | −1,476−19.8% | Reduced |
| Occidental Asset Management, LLC | 5,928 | $3.04M | 0.90% | −47−0.8% | Reduced |
| Fairbanks Capital Management, Inc. | 5,927 | $3.04M | 2.65% | −145−2.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 5,920 | $3.04M | 0.66% | −511−7.9% | Reduced |
| Continuum Advisory, LLC | 5,904 | $3.03M | 0.55% | +612+11.6% | Added |
| 180 Wealth Advisors, LLC | 5,846 | $3.02M | 0.77% | −274−4.5% | Reduced |
| Peterson Financial Group, Inc. | 5,886 | $3.02M | 2.85% | +295+5.3% | Added |
| Highland Private Wealth Management | 5,854 | $3.01M | 0.46% | +584+11.1% | Added |
| Jump Financial, LLC | 5,855 | $3.01M | 0.13% | +3,385+137.0% | Added |
| Platte River Wealth Advisors, LLC | 5,852 | $3.01M | 1.30% | −10−0.2% | Reduced |
| Richwood Investment Advisors, LLC | 5,841 | $3.00M | 3.03% | +10+0.2% | Added |
| Brown Miller Wealth Management, LLC | 5,826 | $2.99M | 2.04% | +171+3.0% | Added |
| Wealth Architects, LLC | 5,820 | $2.99M | 0.58% | −91−1.5% | Reduced |
| Northeast Financial Group, Inc. | 5,789 | $2.97M | 2.51% | +63+1.1% | Added |
| Bigelow Investment Advisors, LLC | 5,771 | $2.96M | 1.63% | +77+1.4% | Added |
| Atlas Private Wealth Management | 5,767 | $2.96M | 2.02% | −383−6.2% | Reduced |
| WCG Wealth Advisors LLC | 5,766 | $2.96M | 0.41% | +5,766 | New |
| E&G Advisors, LP | 5,749 | $2.95M | 1.00% | +150+2.7% | Added |
| Somerset Trust Co | 5,744 | $2.95M | 1.29% | +122+2.2% | Added |
| Lineweaver Wealth Advisors, LLC | 5,699 | $2.93M | 0.97% | +186+3.4% | Added |
| IMA Wealth, Inc. | 5,696 | $2.93M | 0.72% | +9+0.2% | Added |
| Buckingham Strategic Partners | 5,688 | $2.92M | 0.25% | +3,068+117.1% | Added |
| Canandaigua National Corp | 5,679 | $2.92M | 0.52% | −1,046−15.6% | Reduced |
| Sugarloaf Wealth Management, LLC | 5,674 | $2.91M | 0.73% | −285−4.8% | Reduced |
| Decatur Capital Management, Inc. | 5,668 | $2.91M | 2.15% | 00.0% | Unchanged |
| Avestar Capital, LLC | 5,654 | $2.90M | 0.79% | −3,352−37.2% | Reduced |
| Little House Capital LLC | 5,649 | $2.90M | 1.56% | +432+8.3% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,633 | $2.89M | 1.52% | +46+0.8% | Added |
| Smithfield Trust Co | 5,627 | $2.89M | 0.20% | +73+1.3% | Added |
| Fukoku Mutual Life Insurance Co | 5,616 | $2.88M | 0.24% | −186−3.2% | Reduced |
| Freedom Day Solutions, LLC | 5,614 | $2.88M | 1.45% | −224−3.8% | Reduced |
| Van Cleef Asset Management,Inc | 5,604 | $2.88M | 0.49% | −140−2.4% | Reduced |
| Wealthsource Partners, LLC | 5,597 | $2.88M | 0.21% | −597−9.6% | Reduced |
| Dempze Nancy E | 5,571 | $2.86M | 2.87% | −508−8.4% | Reduced |
| Burleson & Company, LLC | 5,556 | $2.85M | 0.62% | −97−1.7% | Reduced |
| My Legacy Advisors, LLC | 5,521 | $2.85M | 1.43% | +516+10.3% | Added |
| Bay Rivers Group | 5,530 | $2.84M | 2.53% | +267+5.1% | Added |
| Sofos Investments, Inc. | 13,364 | $2.84M | 0.27% | +593+4.6% | Added |
| G&S Capital LLC | 5,515 | $2.83M | 1.67% | +5,515 | New |
| KCS Wealth Advisory | 5,513 | $2.83M | 1.26% | +55+1.0% | Added |
| SkyView Investment Advisors, LLC | 5,508 | $2.83M | 0.75% | +20+0.4% | Added |
| Bell Bank | 5,487 | $2.82M | 0.34% | +878+19.0% | Added |
| Cox Capital Mgt LLC | 5,482 | $2.82M | 1.92% | −4,464−44.9% | Reduced |