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 |
|---|---|---|---|---|---|
| Founders Financial Securities LLC | 5,481 | $2.81M | 0.55% | −18−0.3% | Reduced |
| Menard Financial Group LLC | 5,472 | $2.81M | 4.60% | −324−5.6% | Reduced |
| Rice Partnership, LLC | 5,450 | $2.80M | 0.98% | +4,990+1,084.8% | Added |
| M&R Capital Management Inc | 5,420 | $2.78M | 0.73% | −46−0.8% | Reduced |
| WealthTrust Asset Management, LLC | 5,403 | $2.77M | 2.62% | +1,917+55.0% | Added |
| Alpha Square Group S, LLC | 5,400 | $2.77M | 1.17% | +5,400 | New |
| Columbia Trust Co 01012016 | 5,386 | $2.77M | 1.49% | −87−1.6% | Reduced |
| 55I, LLC | 5,373 | $2.76M | 0.08% | +3,494+185.9% | Added |
| Spears Abacus Advisors LLC | 5,368 | $2.76M | 0.25% | 00.0% | Unchanged |
| Dohj, LLC | 5,361 | $2.75M | 1.57% | −242−4.3% | Reduced |
| Modera Wealth Management, LLC | 5,359 | $2.75M | 0.13% | −21−0.4% | Reduced |
| Journey Advisory Group, LLC | 5,131 | $2.75M | 0.63% | +912+21.6% | Added |
| Heritage Wealth Management, LLC | 5,336 | $2.74M | 0.91% | −1,777−25.0% | Reduced |
| M Holdings Securities, Inc. | 5,324 | $2.73M | 0.28% | −670−11.2% | Reduced |
| Leeward Financial Partners, LLC | 5,311 | $2.73M | 1.87% | −179−3.3% | Reduced |
| Oarsman Capital, Inc. | 5,310 | $2.73M | 1.35% | +76+1.5% | Added |
| Act Two Investors LLC | 5,301 | $2.72M | 2.57% | −123−2.3% | Reduced |
| Prestige Wealth Management Group LLC | 5,297 | $2.72M | 0.74% | +391+8.0% | Added |
| Northside Capital Management, LLC | 5,289 | $2.72M | 0.86% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 5,288 | $2.72M | 0.50% | +2,001+60.9% | Added |
| Waypoint Capital Advisors, LLC | 5,268 | $2.71M | 1.23% | −72−1.3% | Reduced |
| McDonald Partners LLC | 5,267 | $2.71M | 0.69% | +47+0.9% | Added |
| GPS Wealth Strategies Group, LLC | 5,255 | $2.70M | 0.69% | −383−6.8% | Reduced |
| Algert Global LLC | 5,247 | $2.69M | 0.20% | −592−10.1% | Reduced |
| Ashburton (Jersey) Ltd | 5,246 | $2.69M | 1.32% | −364−6.5% | Reduced |
| Gofen & Glossberg LLC | 5,237 | $2.69M | 0.07% | −207−3.8% | Reduced |
| Coastal Investment Advisors, Inc. | 5,175 | $2.68M | 0.66% | +129+2.6% | Added |
| Destination Wealth Management | 5,213 | $2.68M | 0.11% | +4,610+764.5% | Added |
| NinePointTwo Capital | 5,210 | $2.68M | 0.93% | +57+1.1% | Added |
| JNBA Financial Advisors | 5,203 | $2.67M | 0.41% | +342+7.0% | Added |
| Spouting Rock Asset Management, LLC | 5,182 | $2.66M | 1.73% | +5,182 | New |
| Marcum Wealth, LLC | 5,177 | $2.66M | 0.40% | −168−3.1% | Reduced |
| Archford Capital Strategies, LLC | 5,153 | $2.65M | 0.67% | +321+6.6% | Added |
| Circle Wealth Management, LLC | 5,135 | $2.64M | 0.42% | −3−0.1% | Reduced |
| Signet Investment Advisory Group, Inc. | 5,129 | $2.63M | 1.83% | −285−5.3% | Reduced |
| Malaga Cove Capital, LLC | 5,120 | $2.62M | 1.46% | −7−0.1% | Reduced |
| Moser Wealth Advisors, LLC | 5,105 | $2.62M | 1.95% | 00.0% | Unchanged |
| Solidarilty Wealth, LLC | 4,814 | $2.61M | 1.41% | −5,318−52.5% | Reduced |
| TrimTabs Asset Management, LLC | 5,065 | $2.60M | 1.59% | −204−3.9% | Reduced |
| AXS Investments LLC | 5,061 | $2.60M | 0.92% | −1,075−17.5% | Reduced |
| Stratos Wealth Advisors, LLC | 5,057 | $2.60M | 0.24% | −250−4.7% | Reduced |
| Regent Peak Wealth Advisors LLC | 5,032 | $2.58M | 0.84% | −183−3.5% | Reduced |
| Means Investment Co., Inc. | 5,008 | $2.57M | 0.55% | +81+1.6% | Added |
| Ally Financial Inc. | 5,000 | $2.57M | 0.35% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 4,974 | $2.56M | 0.75% | +4,974 | New |
| Insight Wealth Strategies, LLC | 4,966 | $2.55M | 0.47% | −224−4.3% | Reduced |
| Trustmark National Bank Trust Department | 4,963 | $2.55M | 0.23% | +54+1.1% | Added |
| Magnus Financial Group LLC | 4,963 | $2.55M | 0.47% | +400+8.8% | Added |
| Trust Investment Advisors | 4,957 | $2.55M | 2.45% | −27−0.5% | Reduced |
| Sunbelt Securities, Inc. | 4,950 | $2.54M | 0.54% | −288−5.5% | Reduced |
| InterOcean Capital Group, LLC | 4,932 | $2.53M | 0.10% | +3,458+234.6% | Added |
| Red Cedar Investment Management, LLC | 4,923 | $2.53M | 0.41% | 00.0% | Unchanged |
| Country Club Bank | 4,905 | $2.53M | 0.23% | +266+5.7% | Added |
| Wintrust Investments LLC | 4,909 | $2.52M | 0.30% | +209+4.4% | Added |
| Cottage Street Advisors LLC | 4,894 | $2.51M | 1.89% | −5−0.1% | Reduced |
| Ingalls & Snyder LLC | 4,890 | $2.51M | 0.13% | −224−4.4% | Reduced |
| Hartford Financial Management Inc. | 4,873 | $2.50M | 0.69% | −480−9.0% | Reduced |
| Empowered Funds, LLC | 4,846 | $2.49M | 0.32% | −3,439−41.5% | Reduced |
| Harvey Investment Co LLC | 4,835 | $2.48M | 0.35% | +20+0.4% | Added |
| Tobam | 4,835 | $2.48M | 0.16% | +293+6.5% | Added |
| Compton Capital Management Inc | 4,815 | $2.47M | 1.36% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 4,815 | $2.47M | 2.84% | +1,217+33.8% | Added |
| DCM Advisors, LLC | 4,804 | $2.47M | 1.07% | +159+3.4% | Added |
| StoneX Group Inc. | 4,806 | $2.47M | 0.30% | −1,377−22.3% | Reduced |
| J.W. Cole Advisors, Inc. | 4,798 | $2.46M | 0.20% | −569−10.6% | Reduced |
| Northcape Wealth Management, LLC | 4,772 | $2.45M | 0.94% | −628−11.6% | Reduced |
| Lee Financial Co | 4,752 | $2.44M | 0.45% | +60+1.3% | Added |
| IAM Advisory, LLC | 4,752 | $2.44M | 1.00% | +72+1.5% | Added |
| Glassman Wealth Services | 4,744 | $2.44M | 0.50% | +43+0.9% | Added |
| HMS Capital Management, LLC | 4,733 | $2.43M | 1.42% | +1,905+67.4% | Added |
| Blueprint Investment Partners LLC | 4,718 | $2.42M | 0.65% | +1,196+34.0% | Added |
| Consilium Wealth Advisory, LLC | 4,702 | $2.42M | 2.60% | +106+2.3% | Added |
| Intersect Capital LLC | 4,695 | $2.41M | 0.73% | +876+22.9% | Added |
| Signature Wealth Management Group | 4,694 | $2.41M | 1.17% | +217+4.8% | Added |
| Triangle Securities Wealth Management | 4,660 | $2.39M | 0.93% | −236−4.8% | Reduced |
| Ontario Teachers Pension Plan Board | 4,657 | $2.39M | 0.03% | +1,470+46.1% | Added |
| Personal Cfo Solutions, LLC | 4,655 | $2.39M | 0.56% | −25−0.5% | Reduced |
| ARGI Investment Services, LLC | 4,655 | $2.39M | 0.08% | +1,209+35.1% | Added |
| Joel Isaacson & Co., LLC | 4,646 | $2.39M | 0.20% | +54+1.2% | Added |
| Perfromance Wealth Partners, LLC | 4,634 | $2.38M | 0.13% | −56−1.2% | Reduced |
| Cape Ann Savings Bank | 4,630 | $2.38M | 1.83% | +35+0.8% | Added |
| Coronation Fund Managers Ltd. | 4,607 | $2.37M | 0.13% | −24,982−84.4% | Reduced |
| Beaumont Financial Partners, LLC | 4,596 | $2.36M | 0.21% | +56+1.2% | Added |
| Beck Bode, LLC | 4,583 | $2.35M | 0.50% | +3,720+431.1% | Added |
| Valmark Advisers, Inc. | 4,578 | $2.35M | 0.05% | −26−0.6% | Reduced |
| Aft, Forsyth & Sober, LLC | 4,575 | $2.35M | 1.09% | 00.0% | Unchanged |
| Royal Harbor Partners, LLC | 4,559 | $2.34M | 1.60% | +1,624+55.3% | Added |
| Warren Averett Asset Management, LLC | 4,516 | $2.32M | 0.21% | +402+9.8% | Added |
| Paragon Advisors, LLC | 4,506 | $2.31M | 1.15% | −77−1.7% | Reduced |
| Heartland Bank & Trust Co | 4,505 | $2.31M | 2.05% | +134+3.1% | Added |
| Waycross Partners, LLC | 4,500 | $2.31M | 1.53% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 4,499 | $2.31M | 0.85% | +10+0.2% | Added |
| ICA Group Wealth Management, LLC | 4,211 | $2.31M | 0.43% | +283+7.2% | Added |
| Revolve Wealth Partners, LLC | 4,479 | $2.30M | 0.76% | +136+3.1% | Added |
| Angeles Wealth Management, LLC | 4,469 | $2.29M | 0.46% | +718+19.1% | Added |
| Welch & Forbes LLC | 4,458 | $2.29M | 0.04% | +88+2.0% | Added |
| Legacy Private Trust Co. | 4,454 | $2.29M | 0.20% | −708−13.7% | Reduced |
| Paradigm Asset Management Co LLC | 4,445 | $2.28M | 0.70% | +1,100+32.9% | Added |
| Certified Advisory Corp | 4,441 | $2.28M | 0.51% | −56−1.2% | Reduced |
| K.J. Harrison & Partners Inc | 4,422 | $2.27M | 0.61% | −2,993−40.4% | Reduced |