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 |
|---|---|---|---|---|---|
| Zullo Investment Group, Inc. | 3,075 | $1.58M | 0.99% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 3,055 | $1.58M | 1.47% | −147−4.6% | Reduced |
| Atlas Capital Advisors LLC | 3,067 | $1.58M | 0.27% | −551−15.2% | Reduced |
| Mather Group, LLC. | 3,065 | $1.57M | 0.04% | −7,008−69.6% | Reduced |
| Wellington Shields Capital Management, LLC | 3,062 | $1.57M | 0.20% | −1,113−26.7% | Reduced |
| CRA Financial Services, LLC | 3,060 | $1.57M | 0.54% | −52−1.7% | Reduced |
| S. R. Schill & Associates | 3,060 | $1.57M | 0.79% | +2+0.1% | Added |
| PDS Planning, Inc | 3,058 | $1.57M | 0.28% | −78−2.5% | Reduced |
| Garrison Point Advisors, LLC | 3,056 | $1.57M | 1.30% | −20−0.7% | Reduced |
| Summit Financial Wealth Advisors, LLC | 2,964 | $1.57M | 0.38% | +187+6.7% | Added |
| Rothschild Investment Corp | 3,050 | $1.57M | 0.14% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 3,050 | $1.57M | 0.20% | −140−4.4% | Reduced |
| Carolinas Wealth Consulting LLC | 3,048 | $1.56M | 0.39% | +120+4.1% | Added |
| Vectors Research Management, LLC | 3,028 | $1.55M | 0.39% | −55−1.8% | Reduced |
| HNP Capital LLC | 3,028 | $1.55M | 0.43% | −55−1.8% | Reduced |
| ASB Consultores, LLC | 3,025 | $1.55M | 0.68% | +337+12.5% | Added |
| Summit Trail Advisors, LLC | 3,020 | $1.55M | 0.10% | +1,226+68.3% | Added |
| Arthur M. Cohen & Associates, LLC | 3,010 | $1.55M | 0.38% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $1.54M | 0.62% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 3,000 | $1.54M | 0.60% | +262+9.6% | Added |
| Stamos Capital Partners, L.P. | 3,000 | $1.54M | 0.47% | +3,000 | New |
| Ascendant Capital Management, LLC | 3,000 | $1.54M | 4.62% | +3,000 | New |
| Householder Group Estate & Retirement Specialist, LLC | 2,992 | $1.54M | 0.69% | +14+0.5% | Added |
| Godshalk Welsh Capital Management, Inc. | 2,990 | $1.54M | 1.10% | −65−2.1% | Reduced |
| Patton Albertson Miller Group, LLC | 2,983 | $1.53M | 0.31% | −10−0.3% | Reduced |
| Whitener Capital Management, Inc. | 2,982 | $1.53M | 0.69% | −46−1.5% | Reduced |
| Copperleaf Capital, LLC | 2,981 | $1.53M | 1.55% | +45+1.5% | Added |
| Samalin Investment Counsel, LLC | 2,980 | $1.53M | 1.08% | +1,229+70.2% | Added |
| Trust Co of Toledo NA | 2,970 | $1.52M | 0.27% | +25+0.8% | Added |
| Altrafin AG | 2,960 | $1.52M | 0.82% | −180−5.7% | Reduced |
| Lake Street Financial LLC | 2,954 | $1.52M | 0.32% | +94+3.3% | Added |
| Tiemann Investment Advisors, LLC | 2,951 | $1.52M | 0.81% | −7−0.2% | Reduced |
| Cedar Brook Financial Partners, LLC | 2,944 | $1.51M | 0.47% | +90+3.2% | Added |
| Tolleson Wealth Management, Inc. | 2,942 | $1.51M | 0.43% | 00.0% | Unchanged |
| Washington Capital Management Inc | 2,933 | $1.51M | 1.45% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 2,927 | $1.50M | 0.92% | +2,927 | New |
| Stony Point Wealth Management Inc. | 2,921 | $1.50M | 0.98% | +139+5.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 2,919 | $1.50M | 0.01% | −1,800−38.1% | Reduced |
| LVM Capital Management Ltd | 2,917 | $1.50M | 0.22% | 00.0% | Unchanged |
| Adirondack Trust Co | 2,912 | $1.50M | 0.80% | +103+3.7% | Added |
| Foster Group, Inc. | 2,912 | $1.50M | 0.11% | +159+5.8% | Added |
| Wall Street Access Asset Management, LLC | 2,906 | $1.49M | 0.78% | +923+46.5% | Added |
| Globeflex Capital L P | 2,892 | $1.49M | 0.36% | −196−6.3% | Reduced |
| Covenant Partners, LLC | 2,889 | $1.48M | 0.69% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 2,884 | $1.48M | 0.69% | −62−2.1% | Reduced |
| Van Den Berg Management I, Inc | 2,882 | $1.48M | 0.39% | −290−9.1% | Reduced |
| Genesee Capital Advisors, LLC | 2,880 | $1.48M | 1.03% | +341+13.4% | Added |
| Harvest Fund Management Co., Ltd | 2,853 | $1.47M | 0.41% | +924+47.9% | Added |
| Alera Investment Advisors, LLC | 2,862 | $1.47M | 0.41% | +1,253+77.9% | Added |
| Deseret Mutual Benefit Administrators | 2,857 | $1.47M | 0.33% | 00.0% | Unchanged |
| Tandem Capital Management Corp | 2,855 | $1.47M | 1.17% | 00.0% | Unchanged |
| Smith, Salley & Associates | 2,854 | $1.47M | 0.13% | +473+19.9% | Added |
| Alpine Woods Capital Investors, LLC | 2,849 | $1.46M | 0.18% | +6+0.2% | Added |
| Regal Investment Advisors LLC | 2,844 | $1.46M | 0.15% | −13−0.5% | Reduced |
| Arete Wealth Advisors, LLC | 2,843 | $1.46M | 0.16% | +88+3.2% | Added |
| Commons Capital, LLC | 2,817 | $1.45M | 2.19% | −12−0.4% | Reduced |
| Heron Financial Group, LLC | 2,810 | $1.44M | 0.88% | −141−4.8% | Reduced |
| Washington Trust Advisors, Inc. | 2,806 | $1.44M | 0.13% | −1,127−28.7% | Reduced |
| RSM US Wealth Management LLC | 2,803 | $1.44M | 0.08% | +472+20.2% | Added |
| Kensington Investment Counsel, LLC | 2,799 | $1.44M | 1.23% | −65−2.3% | Reduced |
| MinichMacGregor Wealth Management, LLC | 2,801 | $1.44M | 0.59% | −28−1.0% | Reduced |
| Cahaba Wealth Management, Inc. | 2,800 | $1.44M | 0.21% | +10+0.4% | Added |
| Arbor Capital Management Inc | 2,794 | $1.44M | 1.37% | −45−1.6% | Reduced |
| Investment Advisory Services Inc | 2,790 | $1.43M | 0.83% | +59+2.2% | Added |
| V Wealth Advisors LLC | 2,783 | $1.43M | 0.27% | +13+0.5% | Added |
| IMS Capital Management | 2,759 | $1.42M | 0.92% | +32+1.2% | Added |
| Riverview Trust Co | 2,754 | $1.42M | 1.23% | +125+4.8% | Added |
| Westside Investment Management, Inc. | 2,754 | $1.41M | 0.02% | −111−3.9% | Reduced |
| Paulson Wealth Management Inc. | 2,753 | $1.41M | 0.75% | +46+1.7% | Added |
| KB Financial Partners, LLC | 2,750 | $1.41M | 0.49% | +93+3.5% | Added |
| Cable Hill Partners, LLC | 2,744 | $1.41M | 0.35% | +330+13.7% | Added |
| IFG Advisory, LLC | 2,736 | $1.41M | 0.15% | −205−7.0% | Reduced |
| Bank of Stockton | 2,730 | $1.40M | 0.53% | −550−16.8% | Reduced |
| Droms Strauss Advisors Inc | 2,709 | $1.39M | 0.70% | −344−11.3% | Reduced |
| KerberRose Wealth Management, LLC | 2,706 | $1.39M | 1.13% | +2,706 | New |
| Pennsylvania Capital Management Inc | 2,690 | $1.38M | 0.73% | +32+1.2% | Added |
| Endurance Wealth Management, Inc. | 2,685 | $1.38M | 0.21% | 00.0% | Unchanged |
| Codex Capital, L.L.C. | 2,700 | $1.38M | 0.84% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 2,678 | $1.38M | 0.31% | −800−23.0% | Reduced |
| L.M. Kohn & Company | 2,678 | $1.38M | 0.64% | +41+1.6% | Added |
| Hallmark Capital Management Inc | 2,676 | $1.37M | 0.13% | −317−10.6% | Reduced |
| Tilia Fiduciary Partners, Inc. | 2,666 | $1.37M | 1.31% | +29+1.1% | Added |
| Vivaldi Capital Management, LLC | 2,668 | $1.37M | 0.36% | +92+3.6% | Added |
| ARS Wealth Advisors Group, LLC | 2,660 | $1.37M | 0.19% | +325+13.9% | Added |
| Cadence Bank NA | 2,650 | $1.36M | 0.44% | +22+0.8% | Added |
| Capital Management Associates | 2,650 | $1.36M | 2.00% | +350+15.2% | Added |
| Edge Capital Group, LLC | 2,639 | $1.36M | 0.13% | −610−18.8% | Reduced |
| Davidson Capital Management Inc. | 2,636 | $1.35M | 0.64% | −320−10.8% | Reduced |
| Cornercap Investment Counsel Inc | 2,627 | $1.35M | 0.23% | −1,683−39.0% | Reduced |
| Baldwin Investment Management, LLC | 2,626 | $1.35M | 0.46% | −299−10.2% | Reduced |
| Sutton Wealth Advisors Inc. | 2,624 | $1.35M | 0.54% | +69+2.7% | Added |
| Total Clarity Wealth Management, Inc. | 2,615 | $1.34M | 0.69% | −119−4.4% | Reduced |
| Lindbrook Capital, LLC | 2,611 | $1.34M | 0.22% | −38−1.4% | Reduced |
| Bard Financial Services, Inc. | 2,610 | $1.34M | 0.12% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 2,605 | $1.34M | 0.35% | +536+25.9% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 2,599 | $1.34M | 0.95% | +23+0.9% | Added |
| Gyroscope Capital Management Group, LLC | 2,600 | $1.33M | 0.46% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 2,600 | $1.33M | 0.55% | +179+7.4% | Added |
| Bayesian Capital Management, LP | 2,600 | $1.33M | 0.25% | +2,600 | New |
| Ronald Blue Trust, Inc. | 2,608 | $1.33M | 0.02% | +2,608 | New |