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 |
|---|---|---|---|---|---|
| Buttonwood Financial Advisors Inc. | 2,580 | $1.32M | 1.20% | +1,390+116.8% | Added |
| MJP Associates Inc | 2,579 | $1.32M | 0.37% | −61−2.3% | Reduced |
| CoreFirst Bank & Trust | 2,577 | $1.32M | 1.05% | +162+6.7% | Added |
| Townsend Asset Management Corp | 2,565 | $1.32M | 0.68% | +7+0.3% | Added |
| LaFleur & Godfrey LLC | 2,565 | $1.32M | 0.21% | −85−3.2% | Reduced |
| Nicholas Hoffman & Company, LLC. | 2,561 | $1.32M | 0.06% | −87−3.3% | Reduced |
| Convergence Investment Partners, LLC | 2,556 | $1.31M | 0.79% | −31−1.2% | Reduced |
| KFA Private Wealth Group, LLC | 2,553 | $1.31M | 0.72% | +10.0% | Added |
| Flynn Zito Capital Management, LLC | 2,553 | $1.31M | 0.72% | +2,553 | New |
| Meridian Financial Partners LLC | 2,451 | $1.31M | 0.89% | +88+3.7% | Added |
| Kolinsky Wealth Management, LLC | 2,548 | $1.31M | 1.55% | +61+2.5% | Added |
| Andesa Financial Management Inc. | 2,549 | $1.31M | 0.83% | +126+5.2% | Added |
| Missouri Trust & Investment Co | 2,528 | $1.30M | 0.85% | +102+4.2% | Added |
| Crawford Investment Counsel Inc | 2,527 | $1.30M | 0.03% | +953+60.5% | Added |
| St. Johns Investment Management Company, LLC | 2,510 | $1.29M | 0.82% | −37−1.5% | Reduced |
| Mason & Associates Inc | 2,510 | $1.29M | 0.45% | 00.0% | Unchanged |
| World Equity Group, Inc. | 2,506 | $1.29M | 0.32% | +50+2.0% | Added |
| WT Wealth Management | 2,506 | $1.29M | 0.64% | +2,506 | New |
| Kathmere Capital Management, LLC | 2,503 | $1.29M | 0.24% | −125−4.8% | Reduced |
| QVR LLC | 2,494 | $1.28M | 1.02% | +2,494 | New |
| California First Leasing Corp | 2,489 | $1.28M | 0.97% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,487 | $1.28M | 0.38% | +648+35.2% | Added |
| Naviter Wealth, LLC | 2,480 | $1.27M | 0.52% | +2,480 | New |
| Wealthcare Advisory Partners LLC | 2,476 | $1.27M | 0.08% | +354+16.7% | Added |
| Brave Warrior Advisors, LLC | 2,466 | $1.27M | 0.04% | −1,090−30.7% | Reduced |
| Versor Investments LP | 2,465 | $1.27M | 0.05% | −454−15.6% | Reduced |
| TLWM | 2,455 | $1.26M | 0.48% | −73−2.9% | Reduced |
| GYL Financial Synergies, LLC | 2,455 | $1.26M | 0.34% | −45−1.8% | Reduced |
| Peak Asset Management, LLC | 2,453 | $1.26M | 0.34% | −30−1.2% | Reduced |
| LVW Advisors, LLC | 2,450 | $1.26M | 0.26% | +109+4.7% | Added |
| Essex Savings Bank | 2,445 | $1.26M | 0.48% | −24−1.0% | Reduced |
| Hanlon Investment Management, Inc. | 2,443 | $1.25M | 0.31% | +2,443 | New |
| RKL Wealth Management LLC | 2,440 | $1.25M | 0.17% | −32−1.3% | Reduced |
| Opal Wealth Advisors, LLC | 2,429 | $1.25M | 0.83% | −82−3.3% | Reduced |
| Court Place Advisors, LLC | 2,427 | $1.25M | 0.47% | 00.0% | Unchanged |
| One Capital Management, LLC | 2,427 | $1.25M | 0.07% | +127+5.5% | Added |
| Lederer & Associates Investment Counsel | 2,421 | $1.24M | 0.96% | +14+0.6% | Added |
| Presidio Capital Management, LLC | 2,417 | $1.24M | 1.33% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 2,412 | $1.24M | 1.36% | −70−2.8% | Reduced |
| Toews Corp | 2,400 | $1.23M | 0.82% | +1,600+200.0% | Added |
| Humankind Investments LLC | 2,397 | $1.23M | 0.59% | +336+16.3% | Added |
| Weinberger Asset Management, Inc | 2,396 | $1.23M | 0.81% | +8+0.3% | Added |
| Ayalon Holdings Ltd. | 2,390 | $1.23M | 0.58% | 00.0% | Unchanged |
| 626 Financial, LLC | 2,387 | $1.22M | 0.93% | +35+1.5% | Added |
| Trustcore Financial Services, LLC | 2,382 | $1.22M | 0.11% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 2,381 | $1.22M | 0.46% | +91+4.0% | Added |
| Westhampton Capital, LLC | 2,382 | $1.22M | 0.86% | +97+4.2% | Added |
| Wealth Enhancement & Preservation of GA, LLC | 2,187 | $1.22M | 1.29% | −742−25.3% | Reduced |
| Spirit of America Management Corp | 2,375 | $1.22M | 0.28% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2,371 | $1.22M | 0.20% | +40+1.7% | Added |
| Colonial River Wealth Management, LLC | 2,371 | $1.22M | 0.80% | +284+13.6% | Added |
| Uncommon Cents Investing LLC | 2,370 | $1.22M | 0.49% | −25−1.0% | Reduced |
| North Star Asset Management Inc | 2,369 | $1.22M | 0.08% | −10−0.4% | Reduced |
| Wealth Management Associates, Inc. | 2,368 | $1.22M | 0.83% | −26−1.1% | Reduced |
| Chicago Partners Investment Group LLC | 2,241 | $1.22M | 0.09% | +194+9.5% | Added |
| PBMares Wealth Management LLC | 2,360 | $1.21M | 0.52% | −30−1.3% | Reduced |
| MBL Wealth, LLC | 2,354 | $1.21M | 0.30% | +3+0.1% | Added |
| Financial Engines Advisors L.L.C. | 2,346 | $1.20M | 0.00% | +94+4.2% | Added |
| Sterling Investment Counsel, LLC | 2,343 | $1.20M | 0.92% | +1,016+76.6% | Added |
| ERn Financial, LLC | 2,332 | $1.20M | 0.29% | +887+61.4% | Added |
| Asset Advisors Investment Management, LLC | 2,325 | $1.19M | 0.16% | +62+2.7% | Added |
| Hollencrest Capital Management | 2,318 | $1.19M | 0.14% | 00.0% | Unchanged |
| Aevitas Wealth Management, Inc. | 2,317 | $1.19M | 0.81% | −78−3.3% | Reduced |
| Vigilare Wealth Management | 2,300 | $1.18M | 1.28% | +54+2.4% | Added |
| Investment Partners, Ltd. | 2,293 | $1.18M | 0.58% | +4+0.2% | Added |
| Fiduciary Planning LLC | 2,265 | $1.16M | 0.58% | +91+4.2% | Added |
| Planning Center, Inc. | 2,258 | $1.16M | 0.92% | +259+13.0% | Added |
| Bridgewater Advisors Inc. | 2,262 | $1.16M | 0.24% | −71−3.0% | Reduced |
| XML Financial, LLC | 2,260 | $1.16M | 0.26% | −417−15.6% | Reduced |
| Summit Wealth Partners, LLC | 2,258 | $1.16M | 0.31% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 2,256 | $1.16M | 1.15% | −109−4.6% | Reduced |
| NEIRG Wealth Management, LLC | 2,256 | $1.16M | 0.25% | +2,256 | New |
| Ausdal Financial Partners, Inc. | 2,251 | $1.16M | 0.17% | −5−0.2% | Reduced |
| Financial Advisors Network, Inc. | 2,250 | $1.16M | 0.32% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 2,248 | $1.15M | 0.68% | +5+0.2% | Added |
| Park National Corp | 2,247 | $1.15M | 0.06% | +46+2.1% | Added |
| Valtinson Bruner Financial Planning LLC | 2,243 | $1.15M | 0.70% | −207−8.4% | Reduced |
| Titleist Asset Management, Ltd. | 2,241 | $1.15M | 0.29% | −371−14.2% | Reduced |
| Pure Financial Advisors, Inc. | 2,234 | $1.15M | 0.07% | +22+1.0% | Added |
| Wealth Alliance Advisory Group, LLC | 2,231 | $1.15M | 0.54% | +259+13.1% | Added |
| Franklin Street Advisors Inc | 2,216 | $1.14M | 0.11% | −67−2.9% | Reduced |
| Ssi Investment Management LLC | 2,210 | $1.14M | 0.07% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 2,000 | $1.13M | 0.99% | 00.0% | Unchanged |
| Camden Capital, LLC | 2,200 | $1.13M | 0.29% | +469+27.1% | Added |
| ProVise Management Group, LLC | 2,198 | $1.13M | 0.12% | −271−11.0% | Reduced |
| Copperwynd Financial, LLC | 2,198 | $1.13M | 0.66% | −164−6.9% | Reduced |
| Everhart Financial Group, Inc. | 2,194 | $1.13M | 0.68% | +255+13.2% | Added |
| Sargent Investment Group, LLC | 2,190 | $1.13M | 0.35% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 2,187 | $1.12M | 0.11% | −27−1.2% | Reduced |
| Montecito Bank & Trust | 2,183 | $1.12M | 0.27% | −2−0.1% | Reduced |
| Prentice Wealth Management LLC | 2,182 | $1.12M | 1.14% | +64+3.0% | Added |
| Five Oceans Advisors | 2,178 | $1.12M | 0.83% | +555+34.2% | Added |
| Riverwater Partners LLC | 2,178 | $1.12M | 1.13% | +1,478+211.1% | Added |
| Cladis Investment Advisory, LLC | 2,177 | $1.12M | 1.12% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 2,168 | $1.11M | 0.70% | −30−1.4% | Reduced |
| American State Bank (Iowa) | 2,153 | $1.11M | 0.88% | +14+0.7% | Added |
| Epiq Partners, LLC | 2,148 | $1.10M | 0.68% | +26+1.2% | Added |
| Safeguard Investment Advisory Group, LLC | 2,158 | $1.10M | 0.68% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 2,139 | $1.10M | 0.10% | +234+12.3% | Added |
| Capital Market Strategies LLC | 2,127 | $1.09M | 1.15% | +100+4.9% | Added |