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 |
|---|---|---|---|---|---|
| WD Rutherford LLC | 4,425 | $2.27M | 1.76% | +70+1.6% | Added |
| Frisch Financial Group, Inc. | 4,424 | $2.27M | 0.88% | +7+0.2% | Added |
| Cordatus Wealth Management LLC | 4,417 | $2.27M | 1.06% | +761+20.8% | Added |
| Brendel Financial Advisors LLC | 4,412 | $2.27M | 1.97% | −1,863−29.7% | Reduced |
| Deltec Asset Management LLC | 4,400 | $2.26M | 0.53% | +1,500+51.7% | Added |
| Alta Capital Management LLC | 4,399 | $2.26M | 0.17% | −1,503−25.5% | Reduced |
| Caliber Wealth Management, LLC | 4,382 | $2.25M | 1.75% | +1,369+45.4% | Added |
| Independent Financial Group, LLC | 4,371 | $2.25M | 0.24% | −351−7.4% | Reduced |
| Kozak & Associates, Inc. | 4,367 | $2.24M | 1.49% | +512+13.3% | Added |
| MidWestOne Financial Group, Inc. | 4,361 | $2.24M | 0.55% | +229+5.5% | Added |
| Ami Investment Management Inc | 4,355 | $2.24M | 1.16% | −247−5.4% | Reduced |
| WealthShield Partners, LLC | 4,354 | $2.24M | 0.44% | +101+2.4% | Added |
| MMBG Investment Advisors Co. | 4,348 | $2.23M | 0.28% | +238+5.8% | Added |
| Sheets Smith Investment Management | 4,066 | $2.23M | 2.59% | +16+0.4% | Added |
| Manchester Capital Management LLC | 4,329 | $2.22M | 0.38% | +335+8.4% | Added |
| Arabesque Asset Management Ltd | 4,328 | $2.22M | 1.17% | −1,500−25.7% | Reduced |
| WP Advisors, LLC | 4,319 | $2.22M | 0.96% | −10.0% | Reduced |
| Walter & Keenan Financial Consulting Co | 4,297 | $2.21M | 0.87% | 00.0% | Unchanged |
| Jackson Square Partners, LLC | 4,288 | $2.20M | 0.05% | +4,288 | New |
| Sound View Wealth Advisors Group, LLC | 4,284 | $2.20M | 0.46% | −115−2.6% | Reduced |
| Crescent Grove Advisors, LLC | 4,262 | $2.19M | 0.23% | +381+9.8% | Added |
| CoreCap Advisors, LLC | 4,217 | $2.17M | 0.17% | +19+0.5% | Added |
| US Asset Management LLC | 4,213 | $2.16M | 2.38% | +8+0.2% | Added |
| RB Capital Management, LLC | 4,203 | $2.16M | 0.80% | +239+6.0% | Added |
| Hudson Canyon Capital Management | 4,198 | $2.16M | 2.08% | +39+0.9% | Added |
| Chesapeake Wealth Management | 4,190 | $2.15M | 0.92% | +1,677+66.7% | Added |
| Vantage Financial Partners Ltd., Inc. | 4,180 | $2.15M | 1.27% | +485+13.1% | Added |
| Hightower 6M Holding, LLC | 4,175 | $2.14M | 0.18% | −69−1.6% | Reduced |
| Janney Capital Management LLC | 4,158 | $2.14M | 0.17% | +659+18.8% | Added |
| Natixis Investment Managers International | 4,156 | $2.13M | 0.04% | +1,700+69.2% | Added |
| Creegan & Nassoura Financial Group, LLC | 4,135 | $2.12M | 1.79% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 4,132 | $2.12M | 0.16% | +532+14.8% | Added |
| Sweet Financial Partners, LLC | 4,113 | $2.11M | 0.66% | +298+7.8% | Added |
| Ellis Investment Partners, LLC | 4,090 | $2.10M | 0.56% | −232−5.4% | Reduced |
| Optas, LLC | 4,090 | $2.10M | 0.86% | −24−0.6% | Reduced |
| Money Concepts Capital Corp | 4,052 | $2.10M | 0.19% | −1,780−30.5% | Reduced |
| Rational Advisors LLC | 4,084 | $2.10M | 0.15% | +4,030+7,463.0% | Added |
| Brasada Capital Management, LP | 4,077 | $2.09M | 0.47% | +121+3.1% | Added |
| Red Cedar Capital, LLC | 4,066 | $2.09M | 1.41% | 00.0% | Unchanged |
| S&CO Inc | 4,062 | $2.09M | 0.18% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 4,055 | $2.08M | 0.28% | −176−4.2% | Reduced |
| Intrua Financial, LLC | 4,049 | $2.08M | 0.44% | +13+0.3% | Added |
| Alaethes Wealth LLC | 4,045 | $2.08M | 1.54% | −108−2.6% | Reduced |
| QP Wealth Management, LLC | 4,043 | $2.08M | 2.85% | −80−1.9% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 4,130 | $2.08M | 0.44% | +361+9.6% | Added |
| Groesbeck Investment Management Corp | 4,035 | $2.07M | 3.42% | −270−6.3% | Reduced |
| FinTrust Capital Advisors, LLC | 3,956 | $2.06M | 0.52% | +112+2.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,014 | $2.06M | 0.03% | +579+16.9% | Added |
| Westbourne Investment Advisors, Inc. | 4,008 | $2.06M | 1.28% | −311−7.2% | Reduced |
| BDO Wealth Advisors, LLC | 4,000 | $2.06M | 0.25% | −10.0% | Reduced |
| Viking Fund Management LLC | 4,000 | $2.06M | 0.48% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 3,996 | $2.05M | 0.67% | −55−1.4% | Reduced |
| JB Capital LLC | 3,991 | $2.05M | 0.22% | +589+17.3% | Added |
| Accretive Wealth Partners, LLC | 3,983 | $2.05M | 1.49% | −9−0.2% | Reduced |
| Gryphon Financial Partners LLC | 3,971 | $2.04M | 0.50% | +249+6.7% | Added |
| Eqis Capital Management, Inc. | 3,950 | $2.03M | 0.22% | +756+23.7% | Added |
| Charles Schwab Trust Co | 3,948 | $2.03M | 0.42% | −91−2.3% | Reduced |
| Avidian Wealth Solutions, LLC | 3,948 | $2.03M | 0.14% | +872+28.3% | Added |
| Claro Advisors LLC | 3,942 | $2.02M | 0.81% | +374+10.5% | Added |
| North Star Investment Management Corp. | 3,926 | $2.02M | 0.18% | +84+2.2% | Added |
| Washburn Capital Management, Inc. | 3,921 | $2.01M | 1.74% | −175−4.3% | Reduced |
| Advisor OS, LLC | 3,917 | $2.01M | 0.59% | −272−6.5% | Reduced |
| Van Hulzen Asset Management, LLC | 3,910 | $2.01M | 0.24% | −108−2.7% | Reduced |
| Wambolt & Associates, LLC | 3,908 | $2.01M | 0.81% | +415+11.9% | Added |
| Childress Capital Advisors, LLC | 3,905 | $2.01M | 0.79% | +177+4.7% | Added |
| First Nebraska Trust Co | 3,905 | $2.01M | 0.26% | −5−0.1% | Reduced |
| Doliver Advisors, LP | 3,895 | $2.00M | 0.71% | −1,097−22.0% | Reduced |
| Perpetual Investment Management Ltd | 3,885 | $2.00M | 0.29% | −371−8.7% | Reduced |
| Rede Wealth, LLC | 3,883 | $2.00M | 1.16% | +2+0.1% | Added |
| Keudell/Morrison Wealth Management | 3,881 | $1.99M | 0.72% | −329−7.8% | Reduced |
| BFSG, LLC | 3,878 | $1.99M | 0.36% | +75+2.0% | Added |
| LMR Partners LLP | 3,875 | $1.99M | 0.04% | −2,452−38.8% | Reduced |
| Okabena Investment Services Inc | 3,866 | $1.99M | 1.02% | −1,727−30.9% | Reduced |
| Smith, Moore & Co. | 3,857 | $1.98M | 0.31% | +315+8.9% | Added |
| Laraway Financial Inc | 3,850 | $1.98M | 2.10% | −200−4.9% | Reduced |
| Highview Capital Management LLC | 3,832 | $1.97M | 1.51% | +126+3.4% | Added |
| Harfst & Associates, Inc. | 3,816 | $1.96M | 0.56% | +464+13.8% | Added |
| IHT Wealth Management, LLC | 3,814 | $1.96M | 0.17% | +75+2.0% | Added |
| Financial Perspectives, Inc | 3,810 | $1.96M | 1.10% | +2+0.1% | Added |
| Capital Investment Advisory Services, LLC | 3,804 | $1.95M | 0.24% | +254+7.2% | Added |
| Fiduciary Group LLC | 3,657 | $1.95M | 0.24% | +249+7.3% | Added |
| FOCUS Wealth Advisors, LLC | 3,792 | $1.95M | 1.33% | +12+0.3% | Added |
| Miracle Mile Advisors, LLC | 3,789 | $1.95M | 0.09% | −662−14.9% | Reduced |
| Van Leeuwen & Company, LLC | 3,783 | $1.94M | 1.63% | +21+0.6% | Added |
| Aspiriant, LLC | 3,771 | $1.94M | 0.09% | +6+0.2% | Added |
| Sierra Capital LLC | 3,767 | $1.94M | 0.35% | −54−1.4% | Reduced |
| Laffer Tengler Investments | 3,764 | $1.93M | 0.68% | −51−1.3% | Reduced |
| Nations Financial Group Inc, | 3,740 | $1.92M | 0.26% | −77−2.0% | Reduced |
| CPWM, LLC | 3,727 | $1.91M | 0.17% | +391+11.7% | Added |
| Kistler-Tiffany Companies, LLC | 3,724 | $1.91M | 0.42% | −434−10.4% | Reduced |
| Benchmark Investment Advisors LLC | 3,718 | $1.91M | 1.99% | +27+0.7% | Added |
| GraniteShares Advisors LLC | 3,716 | $1.91M | 1.40% | −452−10.8% | Reduced |
| Beacon Financial Group | 3,844 | $1.90M | 0.28% | −17−0.4% | Reduced |
| KC Investment Advisors, LLC | 3,702 | $1.90M | 1.59% | +48+1.3% | Added |
| Stableford Capital II LLC | 3,549 | $1.90M | 0.88% | −284−7.4% | Reduced |
| Boston Family Office LLC | 3,698 | $1.90M | 0.16% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 3,661 | $1.88M | 0.47% | +109+3.1% | Added |
| Hunter Associates Investment Management LLC | 3,656 | $1.88M | 0.46% | +656+21.9% | Added |
| International Assets Investment Management, LLC | 3,629 | $1.86M | 0.36% | +169+4.9% | Added |
| Wealth Effects LLC | 3,627 | $1.86M | 1.12% | +255+7.6% | Added |