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 |
|---|---|---|---|---|---|
| Liberty One Investment Management, LLC | 4,651 | $1.86M | 0.32% | −192−4.0% | Reduced |
| CFO4Life Group, LLC | 3,579 | $1.86M | 0.46% | −105−2.9% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 3,621 | $1.86M | 0.72% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 3,614 | $1.86M | 0.39% | +27+0.8% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,419 | $1.85M | 0.47% | +156+4.8% | Added |
| Corundum Group, Inc. | 3,606 | $1.85M | 1.25% | +720+24.9% | Added |
| Wedmont Private Capital | 3,604 | $1.85M | 0.40% | +269+8.1% | Added |
| Two Sigma Advisers, LP | 3,600 | $1.85M | 0.01% | +3,600 | New |
| Financial Advocates Investment Management | 3,597 | $1.85M | 0.15% | +1,063+41.9% | Added |
| Leisure Capital Management | 3,593 | $1.84M | 0.96% | +56+1.6% | Added |
| Soltis Investment Advisors LLC | 3,592 | $1.84M | 0.27% | +1,851+106.3% | Added |
| Lavaca Capital LLC | 3,592 | $1.84M | 0.93% | −198−5.2% | Reduced |
| EverSource Wealth Advisors, LLC | 3,587 | $1.84M | 0.47% | +1,030+40.3% | Added |
| Mizuho Securities USA LLC | 3,584 | $1.84M | 0.28% | 00.0% | Unchanged |
| Willner & Heller, LLC | 3,570 | $1.83M | 2.85% | +67+1.9% | Added |
| FSM Wealth Advisors, LLC | 3,411 | $1.83M | 1.81% | +3,411 | New |
| BKD Wealth Advisors, LLC | 3,560 | $1.83M | 0.07% | +523+17.2% | Added |
| Vista Investment Management | 3,555 | $1.83M | 1.10% | −130−3.5% | Reduced |
| Alta Wealth Advisors LLC | 3,535 | $1.83M | 1.26% | +38+1.1% | Added |
| Goepper Burkhardt LLC | 3,552 | $1.82M | 1.29% | 00.0% | Unchanged |
| Graypoint LLC | 3,529 | $1.81M | 0.23% | −196−5.3% | Reduced |
| First Financial Bank - Trust Division | 3,527 | $1.81M | 0.22% | −44−1.2% | Reduced |
| Horan Securities, Inc. | 3,484 | $1.81M | 1.10% | +49+1.4% | Added |
| Wolf Group Capital Advisors | 3,518 | $1.81M | 0.94% | −591−14.4% | Reduced |
| Amica Retiree Medical Trust | 3,518 | $1.81M | 2.05% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 3,511 | $1.80M | 0.90% | +71+2.1% | Added |
| Mission Creek Capital Partners, Inc. | 3,507 | $1.80M | 0.60% | +11+0.3% | Added |
| Morgens Waterfall Vintiadis & Co Inc | 3,500 | $1.80M | 1.69% | 00.0% | Unchanged |
| Scott Investment Partners LLP | 3,500 | $1.80M | 1.20% | 00.0% | Unchanged |
| JGP Global Gestao de Recursos Ltda. | 3,498 | $1.80M | 1.37% | −23−0.7% | Reduced |
| Cribstone Capital Management, LLC | 3,477 | $1.79M | 1.10% | +33+1.0% | Added |
| Aries Wealth Management | 3,463 | $1.78M | 0.81% | +3,463 | New |
| Oakworth Capital, Inc. | 3,458 | $1.78M | 0.18% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 3,451 | $1.77M | 0.15% | +241+7.5% | Added |
| Independent Investors Inc | 3,440 | $1.77M | 0.48% | 00.0% | Unchanged |
| Brand Asset Management Group, Inc. | 3,441 | $1.77M | 0.90% | +10.0% | Added |
| Mountain Capital Investment Advisors, Inc | 3,434 | $1.77M | 0.88% | −352−9.3% | Reduced |
| TKG Advisors, LLC | 3,436 | $1.76M | 1.52% | +3,436 | New |
| Nwam LLC | 3,452 | $1.75M | 0.16% | +78+2.3% | Added |
| Lakeview Capital Partners, LLC | 3,388 | $1.74M | 1.00% | +145+4.5% | Added |
| Mayflower Financial Advisors, LLC | 3,378 | $1.74M | 0.27% | +86+2.6% | Added |
| Defined Wealth Management, LLC | 3,374 | $1.73M | 1.78% | 00.0% | Unchanged |
| Leonteq Securities AG | 3,374 | $1.73M | 0.08% | +935+38.3% | Added |
| Parkside Financial Bank & Trust | 3,369 | $1.73M | 0.53% | −221−6.2% | Reduced |
| Legacy Bridge, LLC | 3,371 | $1.73M | 1.28% | −155−4.4% | Reduced |
| Warther Private Wealth, LLC | 3,334 | $1.73M | 1.26% | +934+38.9% | Added |
| Domani Wealth, LLC | 3,342 | $1.72M | 0.47% | −200−5.6% | Reduced |
| Baldwin Brothers Inc | 3,339 | $1.72M | 0.22% | 00.0% | Unchanged |
| CenterBook Partners LP | 3,330 | $1.71M | 0.37% | +1,901+133.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,327 | $1.71M | 0.09% | −458−12.1% | Reduced |
| Measured Wealth Private Client Group, LLC | 3,326 | $1.71M | 0.75% | +190+6.1% | Added |
| Centaurus Financial, Inc. | 3,324 | $1.71M | 0.17% | −16−0.5% | Reduced |
| BigSur Wealth Management LLC | 3,322 | $1.71M | 0.80% | 00.0% | Unchanged |
| Key Financial Inc | 3,296 | $1.71M | 0.92% | −264−7.4% | Reduced |
| RiverPark Advisors, LLC | 3,317 | $1.70M | 0.54% | −95−2.8% | Reduced |
| Sterling Investment Management, Inc. | 3,318 | $1.70M | 1.42% | +981+42.0% | Added |
| Institute for Wealth Management, LLC. | 3,308 | $1.70M | 0.34% | +265+8.7% | Added |
| Ledge Wealth Management, Inc. | 3,303 | $1.70M | 1.04% | −699−17.5% | Reduced |
| CSU Producer Resources, Inc. | 3,300 | $1.70M | 6.61% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 3,293 | $1.69M | 0.21% | −71−2.1% | Reduced |
| Boston Common Asset Management, LLC | 3,290 | $1.69M | 0.08% | +280+9.3% | Added |
| La Financiere de L'Echiquier | 3,282 | $1.69M | 0.10% | +3,282 | New |
| 9258 Wealth Management, LLC | 3,274 | $1.68M | 0.43% | +179+5.8% | Added |
| Thomas White International Ltd | 3,273 | $1.68M | 0.34% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 3,323 | $1.68M | 1.06% | +22+0.7% | Added |
| Herold Advisors, Inc. | 3,270 | $1.68M | 0.76% | +95+3.0% | Added |
| Bremer Bank National Association | 3,256 | $1.67M | 0.32% | −196−5.7% | Reduced |
| Vise Technologies, Inc. | 3,246 | $1.67M | 0.65% | +745+29.8% | Added |
| Curbstone Financial Management Corp | 3,232 | $1.66M | 0.39% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 3,230 | $1.66M | 0.31% | +290+9.9% | Added |
| Strategic Investment Advisors | 3,219 | $1.65M | 0.33% | +576+21.8% | Added |
| Marion Wealth Management | 3,216 | $1.65M | 0.87% | −7−0.2% | Reduced |
| Keel Point, LLC | 3,073 | $1.65M | 0.26% | −29−0.9% | Reduced |
| Ativo Capital Management LLC | 3,215 | $1.65M | 1.11% | −10.0% | Reduced |
| Intact Investment Management Inc. | 3,200 | $1.65M | 0.05% | −2,200−40.7% | Reduced |
| Platform Technology Partners | 3,211 | $1.65M | 0.90% | +24+0.8% | Added |
| Reuter James Wealth Management, LLC | 3,209 | $1.65M | 1.02% | −160−4.7% | Reduced |
| Sand Hill Global Advisors, LLC | 3,209 | $1.65M | 0.09% | +618+23.9% | Added |
| Quent Capital, LLC | 3,206 | $1.65M | 0.35% | +118+3.8% | Added |
| Evermay Wealth Management LLC | 3,205 | $1.65M | 0.32% | +168+5.5% | Added |
| Morris Retirement Advisors, LLC | 3,202 | $1.65M | 1.44% | −10.0% | Reduced |
| Buffington Mohr McNeal | 3,187 | $1.64M | 0.36% | −45−1.4% | Reduced |
| BCGM Wealth Management, LLC | 3,018 | $1.64M | 0.83% | +47+1.6% | Added |
| First Capital Advisors Group, LLC. | 3,184 | $1.64M | 1.12% | +3,184 | New |
| Enterprise Financial Services Corp | 3,174 | $1.63M | 0.32% | −264−7.7% | Reduced |
| Cambridge Advisors Inc. | 3,173 | $1.63M | 0.45% | −25−0.8% | Reduced |
| Ellevest, Inc. | 3,159 | $1.62M | 0.15% | +42+1.3% | Added |
| Main Street Financial Solutions, LLC | 3,154 | $1.62M | 0.21% | −488−13.4% | Reduced |
| Confluence Wealth Services, Inc. | 3,033 | $1.62M | 0.71% | −4−0.1% | Reduced |
| Financial Network Wealth Management LLC | 3,143 | $1.61M | 0.97% | +69+2.2% | Added |
| Mechanics Financial Corp | 3,138 | $1.61M | 0.97% | +20+0.6% | Added |
| FLC Capital Advisors | 3,132 | $1.61M | 0.54% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 3,133 | $1.61M | 0.24% | +430+15.9% | Added |
| Taylor Hoffman Wealth Management | 3,100 | $1.60M | 0.79% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 3,118 | $1.60M | 0.12% | −364−10.5% | Reduced |
| Delta Financial Advisors LLC | 3,119 | $1.60M | 0.80% | +11+0.4% | Added |
| Capital Asset Advisory Services LLC | 3,119 | $1.60M | 0.18% | +76+2.5% | Added |
| Cito Capital Group, LLC | 3,100 | $1.59M | 0.87% | −500−13.9% | Reduced |
| Investment Management of Virginia LLC | 3,095 | $1.59M | 0.33% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 3,086 | $1.58M | 1.07% | +3+0.1% | Added |