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 |
|---|---|---|---|---|---|
| Insight Advisors, LLC | 1,434 | $765.0K | 0.26% | +5+0.3% | Added |
| Asset Management Corp | 1,480 | $760.0K | 0.57% | +70+5.0% | Added |
| United Community Bank | 1,475 | $757.6K | 0.82% | +61+4.3% | Added |
| City State Bank | 1,470 | $755.0K | 0.53% | −63−4.1% | Reduced |
| Steel Peak Wealth Management LLC | 1,467 | $753.0K | 0.05% | −1,243−45.9% | Reduced |
| Peoples Bank | 1,465 | $753.0K | 0.47% | +39+2.7% | Added |
| SFMG, LLC | 1,467 | $753.0K | 0.09% | +490+50.2% | Added |
| Valley National Advisers Inc | 1,460 | $751.0K | 0.16% | −4,031−73.4% | Reduced |
| Independence Bank of Kentucky | 1,463 | $751.0K | 0.34% | −143−8.9% | Reduced |
| LWM Advisory Services, LLC | 1,471 | $751.0K | 0.90% | −77−5.0% | Reduced |
| CVA Family Office, LLC | 1,456 | $748.0K | 0.20% | +60+4.3% | Added |
| PrairieView Partners, LLC | 1,452 | $746.0K | 0.12% | +30+2.1% | Added |
| Walker Asset Management, LLC | 1,450 | $745.0K | 0.67% | +4+0.3% | Added |
| First Heartland Consultants, Inc. | 1,452 | $745.0K | 0.12% | +25+1.8% | Added |
| Kenfarb & Co. | 1,457 | $743.0K | 0.59% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,446 | $743.0K | 0.27% | +2+0.1% | Added |
| WealthBridge Capital Management, LLC | 1,447 | $743.0K | 0.32% | +170+13.3% | Added |
| Cooper Financial Group | 1,446 | $743.0K | 0.27% | +414+40.1% | Added |
| Northwest Wealth Management, LLC | 1,447 | $743.0K | 0.32% | +438+43.4% | Added |
| Clare Market Investments LLC | 1,445 | $742.1K | 0.32% | +790+120.6% | Added |
| Hoylecohen, LLC | 1,445 | $742.0K | 0.08% | −51−3.4% | Reduced |
| Ballast Advisors LLC | 1,445 | $742.0K | 0.33% | +2+0.1% | Added |
| Brightworth | 1,443 | $741.0K | 0.08% | +72+5.3% | Added |
| Private Capital Group, LLC | 1,438 | $739.0K | 0.56% | −659−31.4% | Reduced |
| Successful Portfolios LLC | 1,424 | $732.0K | 0.49% | −12−0.8% | Reduced |
| Modus Advisors, LLC | 1,424 | $731.0K | 0.37% | +1,424 | New |
| Donoghue Forlines LLC | 1,422 | $730.0K | 0.19% | −185−11.5% | Reduced |
| Baxter Bros Inc | 1,417 | $728.0K | 0.13% | −83−5.5% | Reduced |
| Investors Asset Management of Georgia Inc | 1,415 | $727.0K | 0.38% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 1,411 | $725.0K | 0.44% | −828−37.0% | Reduced |
| Sanders Morris Harris LLC | 1,400 | $724.0K | 0.16% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 1,408 | $723.0K | 0.75% | −116−7.6% | Reduced |
| RiverGlades Family Offices LLC | 1,400 | $719.0K | 0.67% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,399 | $719.0K | 0.13% | +66+5.0% | Added |
| Virtus ETF Advisers LLC | 1,398 | $718.0K | 0.27% | +1,398 | New |
| Aspen Investment Management Inc | 1,394 | $716.0K | 0.45% | +1+0.1% | Added |
| Courier Capital LLC | 1,392 | $715.0K | 0.08% | +99+7.7% | Added |
| Hirtle Callaghan & Co LLC | 1,390 | $714.0K | 0.04% | −46−3.2% | Reduced |
| Monument Capital Management | 1,385 | $711.0K | 0.27% | +646+87.4% | Added |
| ICW Investment Advisors LLC | 1,383 | $710.0K | 0.45% | +2+0.1% | Added |
| Navellier & Associates Inc | 1,377 | $707.0K | 0.15% | +4+0.3% | Added |
| Thomasville National Bank | 1,372 | $705.0K | 0.08% | −388−22.0% | Reduced |
| Rappaport Reiches Capital Management, LLC | 1,365 | $701.1K | 0.35% | +463+51.3% | Added |
| Renaissance Investment Group LLC | 1,365 | $701.0K | 0.23% | +166+13.8% | Added |
| First City Capital Management, Inc. | 1,361 | $699.0K | 0.43% | +11+0.8% | Added |
| Visionary Wealth Advisors | 1,357 | $697.0K | 0.06% | −319−19.0% | Reduced |
| Formidable Asset Management, LLC | 1,346 | $696.0K | 0.16% | +10+0.7% | Added |
| Reynders McVeigh Capital Management, LLC | 1,353 | $695.0K | 0.05% | −14−1.0% | Reduced |
| Birinyi Associates Inc | 1,350 | $693.0K | 0.31% | 00.0% | Unchanged |
| Farmers National Bank | 1,342 | $689.3K | 0.26% | −34−2.5% | Reduced |
| BCK Partners, Inc. | 1,342 | $689.0K | 0.48% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 1,331 | $683.0K | 0.62% | −397−23.0% | Reduced |
| Matisse Capital | 1,330 | $683.0K | 0.65% | +400+43.0% | Added |
| Cerro Pacific Wealth Advisors LLC | 1,322 | $679.0K | 0.42% | −89−6.3% | Reduced |
| Cypress Wealth Services, LLC | 1,318 | $677.0K | 0.22% | −224−14.5% | Reduced |
| Intercontinental Wealth Advisors, LLC | 1,313 | $674.0K | 0.18% | +67+5.4% | Added |
| Crewe Advisors LLC | 1,313 | $674.0K | 0.15% | +416+46.4% | Added |
| BMS Financial Advisors, LLC | 1,312 | $674.0K | 0.44% | +1,312 | New |
| Cabot Wealth Management Inc | 1,310 | $673.0K | 0.11% | +22+1.7% | Added |
| Wolff Wiese Magana LLC | 1,308 | $672.0K | 0.49% | −50−3.7% | Reduced |
| Greenwood Gearhart Inc | 1,307 | $671.0K | 0.11% | +4+0.3% | Added |
| Echo45 Advisors LLC | 1,302 | $669.0K | 0.63% | −573−30.6% | Reduced |
| Epic Trust Investment Advisors, LLC | 1,299 | $668.0K | 1.26% | +40+3.2% | Added |
| McElhenny Sheffield Capital Management, LLC | 1,297 | $666.0K | 0.31% | +32+2.5% | Added |
| White Pine Capital LLC | 1,297 | $666.0K | 0.26% | +55+4.4% | Added |
| Chelsea Counsel Co | 1,294 | $665.0K | 0.34% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 1,293 | $664.0K | 0.57% | +95+7.9% | Added |
| BCS Wealth Management | 1,293 | $664.0K | 0.29% | +155+13.6% | Added |
| Eidelman Virant Capital | 1,275 | $662.0K | 0.48% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 1,286 | $661.0K | 0.28% | −15−1.2% | Reduced |
| Kempen Capital Management N.V. | 1,279 | $657.0K | 0.02% | +153+13.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,278 | $656.0K | 0.38% | +595+87.1% | Added |
| Waterfront Wealth Inc. | 1,274 | $654.0K | 0.26% | +500+64.6% | Added |
| Washington Trust Co | 1,270 | $652.0K | 0.03% | +11+0.9% | Added |
| Tompkins Financial Corp | 1,265 | $650.0K | 0.10% | +250+24.6% | Added |
| Summit Place Financial Advisors, LLC | 1,260 | $647.0K | 0.54% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 1,254 | $644.0K | 0.02% | +611+95.0% | Added |
| Tower Wealth Partners, Inc. | 1,251 | $643.0K | 0.85% | −40−3.1% | Reduced |
| Principal Street Partners, LLC | 1,252 | $643.0K | 0.17% | +10+0.8% | Added |
| Howland Capital Management LLC | 1,250 | $642.0K | 0.04% | 00.0% | Unchanged |
| Wexford Capital LP | 1,250 | $642.0K | 0.10% | +3+0.2% | Added |
| Phocas Financial Corp. | 1,250 | $642.0K | 0.10% | +135+12.1% | Added |
| Baystate Wealth Management LLC | 1,249 | $642.0K | 0.06% | +426+51.8% | Added |
| Iron Horse Wealth Management, LLC | 1,244 | $639.0K | 0.36% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 1,241 | $637.0K | 0.59% | −2,486−66.7% | Reduced |
| Hemington Wealth Management | 1,232 | $633.0K | 0.25% | −7−0.6% | Reduced |
| ZWJ Investment Counsel Inc | 1,232 | $633.0K | 0.04% | +24+2.0% | Added |
| Calton & Associates, Inc. | 1,227 | $630.0K | 0.35% | −275−18.3% | Reduced |
| Ignite Planners, LLC | 1,224 | $630.0K | 0.52% | +465+61.3% | Added |
| Armbruster Capital Management, Inc. | 1,225 | $629.0K | 0.17% | −75−5.8% | Reduced |
| Kanawha Capital Management LLC | 1,225 | $629.0K | 0.06% | +46+3.9% | Added |
| Symphony Financial, Ltd. Co. | 1,215 | $627.0K | 0.19% | −61−4.8% | Reduced |
| Taylor Wealth Management Partners | 1,219 | $626.0K | 0.36% | −1−0.1% | Reduced |
| AllSquare Wealth Management LLC | 1,218 | $626.0K | 0.43% | +40+3.4% | Added |
| Bank Ozk | 1,212 | $623.0K | 0.32% | +2+0.2% | Added |
| Aveo Capital Partners, LLC | 1,211 | $622.0K | 0.10% | +109+9.9% | Added |
| KG&L Capital Management,LLC | 1,208 | $620.0K | 0.33% | +21+1.8% | Added |
| CFM Wealth Partners LLC | 1,205 | $619.0K | 0.19% | −40−3.2% | Reduced |
| MONECO Advisors, LLC | 1,202 | $617.0K | 0.24% | −85−6.6% | Reduced |
| Interchange Capital Partners, LLC | 1,202 | $617.0K | 0.69% | +47+4.1% | Added |