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 |
|---|---|---|---|---|---|
| Keystone Financial Group | 1,777 | $913.0K | 0.18% | −10−0.6% | Reduced |
| MTM Investment Management, LLC | 1,759 | $910.0K | 0.49% | +201+12.9% | Added |
| DSC Advisors, L.P. | 1,767 | $908.0K | 0.91% | +12+0.7% | Added |
| Virginia Wealth Management Group, Inc. | 1,766 | $907.0K | 0.87% | +61+3.6% | Added |
| Thompson Siegel & Walmsley LLC | 1,760 | $904.0K | 0.01% | −350−16.6% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 1,760 | $904.0K | 1.17% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 1,753 | $901.0K | 0.39% | −271−13.4% | Reduced |
| Applied Research Investments, LLC | 1,755 | $901.0K | 3.98% | +1,755 | New |
| Geller Advisors LLC | 1,753 | $900.0K | 0.19% | 00.0% | Unchanged |
| Amarillo National Bank | 1,749 | $899.0K | 0.20% | +26+1.5% | Added |
| Asset Management Group, Inc. | 1,751 | $899.0K | 0.22% | +57+3.4% | Added |
| Scharf Investments, LLC | 1,748 | $898.0K | 0.03% | −31−1.7% | Reduced |
| DGS Capital Management, LLC | 1,749 | $898.0K | 0.72% | +72+4.3% | Added |
| Eudaimonia Advisors LLC | 1,746 | $897.0K | 0.62% | −46−2.6% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 1,747 | $897.0K | 0.25% | −13−0.7% | Reduced |
| Deuterium Capital Management, LLC | 1,747 | $897.0K | 3.45% | 00.0% | Unchanged |
| First Pacific Financial | 1,742 | $895.0K | 0.42% | −34−1.9% | Reduced |
| TCI Wealth Advisors, Inc. | 1,743 | $895.0K | 0.14% | +71+4.2% | Added |
| Sage Mountain Advisors LLC | 1,738 | $893.0K | 0.16% | +95+5.8% | Added |
| Heron Bay Capital Management | 1,733 | $890.0K | 0.54% | −3−0.2% | Reduced |
| OPSEU Pension Plan Trust Fund | 1,740 | $890.0K | 0.22% | +1,740 | New |
| Summit Wealth Group, LLC | 1,727 | $887.0K | 1.05% | +42+2.5% | Added |
| Delphia (USA) Inc. | 1,722 | $884.0K | 0.61% | +600+53.5% | Added |
| Private Portfolio Partners LLC | 1,714 | $880.7K | 0.25% | +32+1.9% | Added |
| BIT Capital GmbH | 1,697 | $871.6K | 0.13% | +424+33.3% | Added |
| Miramar Capital, LLC | 1,695 | $871.0K | 0.25% | −50−2.9% | Reduced |
| Global Trust Asset Management, LLC | 1,696 | $871.0K | 0.43% | −8−0.5% | Reduced |
| Marotta Asset Management | 1,683 | $870.8K | 0.21% | −5−0.3% | Reduced |
| F3Logic, LLC | 1,688 | $867.0K | 0.15% | −25−1.5% | Reduced |
| Quantum Financial Advisors, LLC | 1,612 | $867.0K | 0.33% | +1,612 | New |
| Gould Asset Management LLC | 1,686 | $866.0K | 0.28% | +58+3.6% | Added |
| Texas Capital Bancshares Inc | 1,676 | $861.0K | 0.65% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 1,675 | $860.0K | 0.31% | 00.0% | Unchanged |
| First Western Trust Bank | 1,666 | $859.0K | 0.06% | −15−0.9% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 1,664 | $855.0K | 0.13% | 00.0% | Unchanged |
| Source Financial Advisors LLC | 1,659 | $853.0K | 0.33% | +42+2.6% | Added |
| Alpha Paradigm Partners, LLC | 1,661 | $853.0K | 0.35% | +757+83.7% | Added |
| Texas Yale Capital Corp. | 1,657 | $851.0K | 0.06% | +50+3.1% | Added |
| Darwin Advisors, LLC | 1,586 | $849.0K | 0.17% | −120−7.0% | Reduced |
| ODonnell Financial Services, LLC | 1,646 | $846.0K | 0.69% | −107−6.1% | Reduced |
| Sunburst Financial Group, LLC | 1,646 | $845.0K | 0.41% | +15+0.9% | Added |
| Oxinas Partners Wealth Management LLC | 1,643 | $844.0K | 0.64% | +8+0.5% | Added |
| Horizon Wealth Management, LLC | 1,643 | $844.0K | 0.35% | +185+12.7% | Added |
| Verition Fund Management LLC | 1,642 | $843.0K | 0.02% | −8,420−83.7% | Reduced |
| Founders Capital Management, LLC | 1,641 | $843.0K | 0.22% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 1,641 | $843.0K | 1.04% | +1+0.1% | Added |
| Seven Springs Wealth Group, LLC | 1,640 | $842.0K | 0.42% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 1,632 | $838.0K | 0.33% | +10+0.6% | Added |
| Monte Financial Group, LLC | 1,625 | $835.0K | 0.49% | +12+0.7% | Added |
| First National Bank of South Miami | 1,622 | $833.0K | 0.57% | −52−3.1% | Reduced |
| Intellectus Partners, LLC | 1,619 | $832.0K | 0.29% | −511−24.0% | Reduced |
| Twin Focus Capital Partners, LLC | 1,618 | $831.0K | 0.19% | −69−4.1% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 1,617 | $831.0K | 0.37% | −11−0.7% | Reduced |
| Bowman & Co S.C. | 1,617 | $830.0K | 0.72% | +166+11.4% | Added |
| Transatlantique Private Wealth LLC | 1,605 | $824.0K | 0.57% | +1,605 | New |
| Vista Finance, LLC | 1,601 | $822.0K | 1.07% | 00.0% | Unchanged |
| Sather Financial Group Inc | 1,601 | $822.0K | 0.09% | +27+1.7% | Added |
| WMS Partners, LLC | 1,601 | $822.0K | 0.13% | +28+1.8% | Added |
| Vaughan Nelson Investment Management, L.P. | 1,590 | $817.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 1,589 | $816.0K | 0.09% | +45+2.9% | Added |
| Argus Investors' Counsel, Inc. | 1,588 | $816.0K | 0.60% | +205+14.8% | Added |
| Bluestein R H & Co | 1,587 | $815.0K | 0.05% | −800−33.5% | Reduced |
| Mark Stevens | 1,583 | $813.0K | 0.10% | −72−4.4% | Reduced |
| Stephenson National Bank & Trust | 1,582 | $813.0K | 0.50% | +292+22.6% | Added |
| Marquette Asset Management, LLC | 1,581 | $812.0K | 0.23% | −155−8.9% | Reduced |
| South Shore Capital Advisors | 1,578 | $811.0K | 1.69% | −19−1.2% | Reduced |
| Crumly & Associates Inc. | 1,578 | $810.0K | 0.34% | +38+2.5% | Added |
| TRUE Private Wealth Advisors | 1,576 | $809.0K | 0.12% | −109−6.5% | Reduced |
| Fortitude Advisory Group L.L.C. | 1,573 | $808.0K | 0.75% | −75−4.6% | Reduced |
| Lifeworks Advisors, LLC | 1,572 | $807.0K | 0.51% | +29+1.9% | Added |
| Sage Rhino Capital LLC | 1,569 | $806.0K | 0.31% | −304−16.2% | Reduced |
| ACG Wealth | 1,569 | $806.0K | 0.16% | +295+23.2% | Added |
| SRS Capital Advisors, Inc. | 1,568 | $805.0K | 0.12% | +60+4.0% | Added |
| Rock Creek Group, LP | 1,567 | $805.0K | 0.09% | +206+15.1% | Added |
| AdvisorShares Investments LLC | 1,563 | $803.0K | 0.22% | +1,563 | New |
| MBM Wealth Consultants, LLC | 1,562 | $802.0K | 0.39% | −195−11.1% | Reduced |
| CNB Bank | 1,551 | $797.0K | 0.52% | −14−0.9% | Reduced |
| GFG Capital, LLC | 1,550 | $796.0K | 0.24% | −272−14.9% | Reduced |
| Hodges Capital Management Inc. | 1,550 | $796.0K | 0.08% | +390+33.6% | Added |
| VeraBank, N.A. | 1,542 | $792.0K | 0.46% | +269+21.1% | Added |
| First National Bank of Hutchinson | 1,543 | $792.0K | 0.59% | +485+45.8% | Added |
| Lewis Capital Management, LLC | 1,540 | $791.0K | 1.13% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 1,539 | $790.0K | 0.12% | −8,900−85.3% | Reduced |
| Resurgent Financial Advisors LLC | 1,538 | $790.0K | 0.53% | +98+6.8% | Added |
| Prosperity Consulting Group, LLC | 1,534 | $788.0K | 0.68% | −6−0.4% | Reduced |
| Integrated Investment Consultants, LLC | 1,532 | $787.0K | 0.29% | −55−3.5% | Reduced |
| Sustainable Insight Capital Management, LLC | 1,490 | $785.0K | 0.78% | −210−12.4% | Reduced |
| Cannell Peter B & Co Inc | 1,528 | $785.0K | 0.03% | −25−1.6% | Reduced |
| 1st Source Bank | 1,527 | $784.0K | 0.06% | +39+2.6% | Added |
| Aire Advisors, LLC | 1,521 | $782.0K | 0.28% | −4−0.3% | Reduced |
| Adviser Investments LLC | 1,518 | $780.0K | 0.05% | +4+0.3% | Added |
| Oak Harbor Wealth Partners, LLC | 1,517 | $779.0K | 0.31% | +150+11.0% | Added |
| LS Investment Advisors, LLC | 1,505 | $778.0K | 0.15% | +400+36.2% | Added |
| Cedrus LLC | 1,509 | $775.1K | 0.76% | +136+9.9% | Added |
| Gilman Hill Asset Management, LLC | 1,508 | $775.0K | 0.17% | +1,508 | New |
| Emerald Advisers, LLC | 1,499 | $770.0K | 0.04% | +1,499 | New |
| MV Capital Management, Inc. | 1,495 | $768.0K | 0.13% | +63+4.4% | Added |
| Signature Estate & Investment Advisors LLC | 1,492 | $766.0K | 0.04% | −114−7.1% | Reduced |
| Stelac Advisory Services LLC | 1,492 | $766.0K | 0.31% | +1,492 | New |
| CCG Wealth Management, LLC | 1,490 | $765.0K | 0.43% | 00.0% | Unchanged |