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 |
|---|---|---|---|---|---|
| Psagot Value Holdings Ltd. / (Israel) | 2,120 | $1.09M | 0.25% | −300−12.4% | Reduced |
| Atlas Brown,Inc. | 2,118 | $1.09M | 0.51% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 2,111 | $1.08M | 0.54% | +10+0.5% | Added |
| Briggs Advisory Group, Inc. | 2,111 | $1.08M | 0.79% | +173+8.9% | Added |
| DRW Securities, LLC | 2,108 | $1.08M | 0.28% | −2,418−53.4% | Reduced |
| Bluesphere Advisors, LLC | 2,101 | $1.08M | 1.05% | +67+3.3% | Added |
| Am Investment Strategies LLC | 2,098 | $1.08M | 0.38% | +2+0.1% | Added |
| Pinnacle Bancorp, Inc. | 2,087 | $1.07M | 0.44% | −156−7.0% | Reduced |
| Collective Family Office LLC | 2,087 | $1.07M | 0.46% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 2,087 | $1.07M | 0.14% | +206+11.0% | Added |
| McLean Asset Management Corp | 2,072 | $1.07M | 0.43% | −789−27.6% | Reduced |
| Ironwood Investment Counsel, LLC | 2,080 | $1.07M | 0.30% | −14−0.7% | Reduced |
| Global Assets Advisory, LLC | 2,081 | $1.07M | 2.30% | +2,081 | New |
| Perennial Investment Advisors, LLC | 2,077 | $1.07M | 0.42% | −45−2.1% | Reduced |
| Secure Asset Management, LLC | 2,072 | $1.06M | 0.59% | −181−8.0% | Reduced |
| Cavalier Investments, LLC | 2,067 | $1.06M | 0.37% | −941−31.3% | Reduced |
| E Fund Management Co., Ltd. | 2,067 | $1.06M | 0.10% | +6+0.3% | Added |
| Arvest Trust Co N A | 2,061 | $1.06M | 0.07% | −157−7.1% | Reduced |
| McDaniel Terry & Co | 2,061 | $1.06M | 0.13% | 00.0% | Unchanged |
| Harbert Fund Advisors, Inc. | 2,055 | $1.06M | 0.80% | +2,055 | New |
| Enhancing Capital LLC | 2,050 | $1.05M | 1.26% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 2,049 | $1.05M | 1.29% | −41−2.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,047 | $1.05M | 0.22% | −78−3.7% | Reduced |
| Drive Wealth Management, LLC | 2,043 | $1.05M | 0.96% | +168+9.0% | Added |
| Semmax Financial Advisors Inc. | 1,950 | $1.05M | 0.43% | −201−9.3% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 2,035 | $1.04M | 0.08% | +112+5.8% | Added |
| American Money Management, LLC | 2,031 | $1.04M | 0.30% | −20−1.0% | Reduced |
| BSW Wealth Partners | 2,017 | $1.04M | 0.25% | +25+1.3% | Added |
| Capital Advisory Group Advisory Services, LLC | 2,120 | $1.03M | 0.62% | +18+0.9% | Added |
| Hellman Jordan Management Co Inc | 1,999 | $1.03M | 1.38% | −5−0.2% | Reduced |
| First Affirmative Financial Network | 1,994 | $1.02M | 1.16% | −178−8.2% | Reduced |
| Prudent Man Advisors, LLC | 1,989 | $1.02M | 0.48% | −12−0.6% | Reduced |
| Sunflower Bank, N.A. | 1,988 | $1.02M | 0.20% | −182−8.4% | Reduced |
| NTB Financial Corp | 1,980 | $1.02M | 0.82% | −69−3.4% | Reduced |
| Saturna Capital CORP | 1,980 | $1.02M | 0.02% | +780+65.0% | Added |
| Maxele Advisors, LLC | 1,979 | $1.02M | 1.60% | −52−2.6% | Reduced |
| Baker Boyer National Bank | 1,977 | $1.01M | 0.51% | 00.0% | Unchanged |
| Titus Wealth Management | 1,974 | $1.01M | 0.51% | +465+30.8% | Added |
| MCF Advisors LLC | 1,973 | $1.01M | 0.11% | +194+10.9% | Added |
| Diversified, LLC | 1,969 | $1.01M | 0.42% | +1+0.1% | Added |
| Forte Capital LLC | 1,968 | $1.01M | 0.18% | +266+15.6% | Added |
| IVC Wealth Advisors LLC | 1,966 | $1.01M | 0.78% | −262−11.8% | Reduced |
| Archer Investment Corp | 1,962 | $1.01M | 0.41% | +105+5.7% | Added |
| Journey Strategic Wealth LLC | 1,962 | $1.01M | 0.13% | −380−16.2% | Reduced |
| KRS Capital Management, LLC | 1,961 | $1.01M | 1.43% | +81+4.3% | Added |
| FRG Family Wealth Advisors LLC | 1,953 | $1.00M | 0.23% | 00.0% | Unchanged |
| My Personal CFO, LLC | 1,946 | $1.00M | 1.28% | +31+1.6% | Added |
| Seelaus Asset Management LLC | 1,946 | $1.00M | 0.74% | +50+2.6% | Added |
| Gratus Capital LLC | 1,944 | $998.0K | 0.11% | +1,944 | New |
| Professional Financial Advisors, LLC | 1,942 | $997.0K | 0.56% | −296−13.2% | Reduced |
| Castle Rock Wealth Management, LLC | 1,939 | $997.0K | 0.51% | +39+2.1% | Added |
| Ropes Wealth Advisors LLC | 1,941 | $997.0K | 0.21% | +132+7.3% | Added |
| Cardiff Park Advisors, LLC | 1,939 | $996.0K | 0.15% | −24−1.2% | Reduced |
| Larson Financial Group LLC | 1,928 | $990.0K | 0.17% | −355−15.5% | Reduced |
| 1776 Wealth LLC | 1,926 | $989.0K | 0.70% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 1,920 | $987.0K | 0.10% | −811−29.7% | Reduced |
| Camden National Bank | 1,921 | $987.0K | 0.20% | +7+0.4% | Added |
| Berkeley Capital Partners, LLC | 1,920 | $986.0K | 0.41% | −68−3.4% | Reduced |
| Lokken Investment Group LLC | 1,916 | $984.0K | 0.80% | +1+0.1% | Added |
| Fort, L.P. | 1,912 | $982.0K | 0.67% | −1,352−41.4% | Reduced |
| Bruderman Asset Management, LLC | 1,911 | $982.0K | 1.76% | +325+20.5% | Added |
| Blodgett Wealth Advisors, LLC | 1,901 | $976.0K | 1.08% | −1,300−40.6% | Reduced |
| Altfest L J & Co Inc | 1,898 | $975.0K | 0.18% | −39−2.0% | Reduced |
| Profit Investment Management, LLC | 1,896 | $974.0K | 0.72% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 1,865 | $974.0K | 0.22% | +240+14.8% | Added |
| Argent Advisors, Inc. | 1,895 | $973.0K | 0.55% | +37+2.0% | Added |
| Saxon Interests, Inc. | 1,887 | $969.0K | 0.59% | −9−0.5% | Reduced |
| Pointe Capital Management LLC | 1,882 | $967.0K | 0.72% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 1,883 | $967.0K | 0.57% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 1,874 | $963.0K | 0.28% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 1,874 | $963.0K | 0.07% | +1,874 | New |
| OneAscent Financial Services LLC | 1,871 | $961.0K | 0.44% | +261+16.2% | Added |
| Campion Asset Management LLC | 1,870 | $960.0K | 0.95% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,868 | $960.0K | 0.26% | +289+18.3% | Added |
| Tiger Eye Capital LLC | 1,866 | $958.0K | 0.85% | −12,033−86.6% | Reduced |
| Fort Point Capital Partners LLC | 1,864 | $957.0K | 0.17% | +5+0.3% | Added |
| Oldfather Financial Services, LLC | 1,791 | $957.0K | 0.55% | 00.0% | Unchanged |
| Everett Harris & Co | 1,864 | $957.0K | 0.02% | +85+4.8% | Added |
| DAGCO, Inc. | 1,860 | $955.0K | 0.49% | −24−1.3% | Reduced |
| GW Henssler & Associates Ltd | 1,856 | $953.0K | 0.07% | −185−9.1% | Reduced |
| Centerpoint Advisors, LLC | 1,850 | $950.0K | 0.48% | −80−4.1% | Reduced |
| Avory & Company, LLC | 1,841 | $946.0K | 0.80% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 1,839 | $945.0K | 0.25% | +27+1.5% | Added |
| Northwest Bancshares, Inc. | 1,822 | $935.0K | 0.21% | 00.0% | Unchanged |
| TCM Advisors, LLC | – | $934.0K | 1.01% | – | – |
| JSF Financial, LLC | 1,812 | $931.0K | 0.42% | −989−35.3% | Reduced |
| Xcel Wealth Management, LLC | 1,808 | $929.0K | 0.34% | +16+0.9% | Added |
| Eagle Bay Advisors LLC | 1,807 | $928.1K | 0.57% | +637+54.4% | Added |
| Patron Partners Advisors, LLC | 1,806 | $928.0K | 0.74% | +40+2.3% | Added |
| First Pacific Advisors, LP | 1,805 | $927.0K | 0.01% | −250−12.2% | Reduced |
| Amplius Wealth Advisors, LLC | 1,802 | $926.0K | 0.15% | −122−6.3% | Reduced |
| Krilogy Financial LLC | 1,800 | $925.0K | 0.11% | +466+34.9% | Added |
| Aaron Wealth Advisors | 1,799 | $924.0K | 0.23% | −803,953−99.8% | Reduced |
| Jeppson Wealth Management, LLC | 1,798 | $924.0K | 0.40% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 1,798 | $923.0K | 0.51% | +1+0.1% | Added |
| Hexagon Capital Partners LLC | 1,791 | $920.0K | 0.28% | +131+7.9% | Added |
| West Paces Advisors Inc. | 1,791 | $919.9K | 0.31% | +113+6.7% | Added |
| Brown Capital Management LLC | 1,785 | $917.0K | 0.01% | 00.0% | Unchanged |
| LGT Group Foundation | 1,781 | $915.0K | 0.03% | −70−3.8% | Reduced |
| Clear Creek Financial Management, LLC | 1,781 | $915.0K | 0.19% | +454+34.2% | Added |