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 |
|---|---|---|---|---|---|
| Relyea Zuckerberg Hanson LLC | 1,200 | $616.0K | 0.23% | −62−4.9% | Reduced |
| Penobscot Wealth Management | 1,198 | $615.0K | 0.60% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,196 | $614.3K | 0.34% | −25−2.0% | Reduced |
| Tectonic Advisors LLC | 1,195 | $613.0K | 0.11% | −307−20.4% | Reduced |
| Aldebaran Financial Inc. | 1,215 | $613.0K | 0.68% | +25+2.1% | Added |
| Clean Yield Group | 1,189 | $611.0K | 0.25% | 00.0% | Unchanged |
| Dillon & Associates Inc | 1,187 | $610.0K | 0.14% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 1,179 | $606.0K | 0.13% | −30−2.5% | Reduced |
| Jeereddi Investments, LP | 1,175 | $604.0K | 2.22% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 1,176 | $604.0K | 0.39% | +538+84.3% | Added |
| Alpha Family Trust | 1,175 | $604.0K | 0.38% | +1,175 | New |
| Accurate Wealth Management, LLC | 1,173 | $603.0K | 0.33% | −10−0.8% | Reduced |
| Capital Advisors Wealth Management, LLC | 1,175 | $603.0K | 0.20% | +1,175 | New |
| Kaydan Wealth Management, Inc. | 1,170 | $600.9K | 0.33% | −51−4.2% | Reduced |
| Thrive Wealth Management, LLC | 1,166 | $599.0K | 0.21% | +92+8.6% | Added |
| Ninepoint Partners LP | 1,164 | $598.0K | 0.09% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 1,163 | $597.0K | 0.11% | −1,003−46.3% | Reduced |
| Country Trust Bank | 1,160 | $596.0K | 0.02% | −68−5.5% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,160 | $596.0K | 0.12% | 00.0% | Unchanged |
| Element Pointe Advisors, LLC | 1,157 | $594.0K | 0.25% | +42+3.8% | Added |
| Laurel Wealth Planning LLC | 1,155 | $593.0K | 0.42% | +8+0.7% | Added |
| MEMBERS Trust Co | 1,150 | $591.0K | 0.02% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 1,150 | $591.0K | 0.05% | +274+31.3% | Added |
| Telos Capital Management, Inc. | 1,145 | $588.0K | 0.09% | 00.0% | Unchanged |
| Virginia National Bank | 1,140 | $586.0K | 0.92% | −140−10.9% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,138 | $585.0K | 0.33% | +60+5.6% | Added |
| Towerpoint Wealth, LLC | 1,135 | $583.0K | 0.35% | −17−1.5% | Reduced |
| Heritage Financial Services, LLC | 1,137 | $583.0K | 0.32% | +32+2.9% | Added |
| Good Life Advisors, LLC | 1,135 | $583.0K | 0.08% | +84+8.0% | Added |
| Family Management Corp | 1,132 | $581.0K | 0.17% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 1,126 | $579.0K | 0.16% | +23+2.1% | Added |
| First National Bank Sioux Falls | 1,125 | $578.0K | 0.74% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 1,125 | $578.0K | 0.40% | +427+61.2% | Added |
| TD Ameritrade Investment Management, LLC | 1,123 | $577.0K | 0.01% | −257−18.6% | Reduced |
| Steward Financial Group LLC | 1,122 | $576.0K | 0.48% | −131−10.5% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 1,122 | $576.0K | 0.05% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 1,119 | $575.0K | 0.28% | +48+4.5% | Added |
| Veracity Capital LLC | 1,117 | $574.0K | 0.31% | +133+13.5% | Added |
| NFP Retirement, Inc. | 1,117 | $573.7K | 0.15% | +1+0.1% | Added |
| Financial Consulate, Inc | 1,114 | $572.0K | 0.27% | +25+2.3% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 1,106 | $572.0K | 0.42% | +167+17.8% | Added |
| Heck Capital Advisors, LLC | 1,110 | $570.1K | 0.11% | −137−11.0% | Reduced |
| MSH Capital Advisors LLC | 1,102 | $566.2K | 0.26% | −225−17.0% | Reduced |
| State of Wyoming | 1,102 | $566.0K | 0.35% | −1,378−55.6% | Reduced |
| First International Bank & Trust | 1,102 | $566.0K | 0.21% | +228+26.1% | Added |
| Coastal Bridge Advisors, LLC | 1,102 | $566.0K | 0.17% | +258+30.6% | Added |
| EHP Funds Inc. | 1,100 | $565.0K | 0.10% | −400−26.7% | Reduced |
| Hendley & Co Inc | 1,100 | $565.0K | 0.24% | −67−5.7% | Reduced |
| Wedgewood Investors Inc | 1,100 | $565.0K | 0.80% | 00.0% | Unchanged |
| Unionview, LLC | 1,098 | $564.0K | 0.63% | −321−22.6% | Reduced |
| Pathway Financial Advisors LLC | 1,086 | $558.0K | 0.23% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 1,084 | $557.0K | 0.16% | +83+8.3% | Added |
| S.C. Financial Services, Inc. | 1,079 | $554.0K | 0.85% | −53−4.7% | Reduced |
| Alterity Financial Group, LLC | 1,076 | $553.0K | 0.82% | +1,076 | New |
| Guardian Wealth Advisors, LLC | 1,075 | $552.0K | 0.51% | 00.0% | Unchanged |
| Intrepid Financial Planning Group LLC | 1,075 | $552.0K | 0.30% | +1,075 | New |
| Windsor Group LTD | 1,070 | $551.0K | 0.14% | −4,769−81.7% | Reduced |
| Chicago Capital, LLC | 1,072 | $551.0K | 0.03% | +422+64.9% | Added |
| Sandbox Financial Partners, LLC | 1,070 | $550.0K | 0.39% | −48−4.3% | Reduced |
| Evanson Asset Management, LLC | 1,070 | $550.0K | 0.06% | +297+38.4% | Added |
| First American Trust, FSB | 1,065 | $547.0K | 0.09% | −192−15.3% | Reduced |
| Beese Fulmer Investment Management, Inc. | 1,064 | $547.0K | 0.07% | −4−0.4% | Reduced |
| GeoWealth Management, LLC | 1,064 | $546.0K | 0.07% | −1−0.1% | Reduced |
| New Jersey Better Educational Savings Trust | 1,063 | $546.0K | 1.72% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,060 | $544.0K | 0.06% | 00.0% | Unchanged |
| Dentgroup LLC | 1,055 | $542.0K | 0.61% | +17+1.6% | Added |
| Waddell & Associates, LLC | 1,052 | $541.0K | 0.11% | +70+7.1% | Added |
| Austin Private Wealth, LLC | 1,054 | $541.0K | 0.12% | +82+8.4% | Added |
| Mascoma Wealth Management LLC | 1,051 | $540.0K | 0.18% | −36−3.3% | Reduced |
| Stillwater Investment Management, LLC | 1,044 | $536.0K | 0.16% | +3+0.3% | Added |
| Clarus Group, Inc. | 1,038 | $533.0K | 0.45% | +1+0.1% | Added |
| Hengehold Capital Management LLC | 1,038 | $533.0K | 0.08% | +48+4.8% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,037 | $533.0K | 0.09% | +145+16.3% | Added |
| Resonant Capital Advisors, LLC | 1,037 | $533.0K | 0.08% | +242+30.4% | Added |
| Cooper/Haims Advisors, LLC | 1,031 | $530.0K | 0.35% | +66+6.8% | Added |
| Black Diamond Financial, LLC | 1,029 | $529.0K | 0.21% | −65−5.9% | Reduced |
| Alhambra Investment Partners LLC | 1,024 | $526.0K | 0.38% | −75−6.8% | Reduced |
| Fagan Associates, Inc. | 1,022 | $525.0K | 0.14% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 991 | $525.0K | 0.29% | +38+4.0% | Added |
| Gables Capital Management Inc. | 1,020 | $524.0K | 0.40% | 00.0% | Unchanged |
| First Command Bank | 1,020 | $524.0K | 0.08% | +25+2.5% | Added |
| First Command Financial Services, Inc. | 1,020 | $524.0K | 0.08% | +25+2.5% | Added |
| Sompo Asset Management Co., Ltd. | 1,020 | $523.0K | 0.13% | −110−9.7% | Reduced |
| Center for Financial Planning, Inc. | 1,018 | $523.0K | 0.13% | +15+1.5% | Added |
| XR Securities LLC | 1,018 | $523.0K | 0.25% | +1,018 | New |
| Charter Oak Capital Management, LLC | 1,016 | $522.0K | 0.07% | −24−2.3% | Reduced |
| Holistic Financial Partners | 1,014 | $521.0K | 0.49% | −57−5.3% | Reduced |
| Beck Mack & Oliver LLC | 1,012 | $520.0K | 0.02% | +401+65.6% | Added |
| Paragon Private Wealth Management, LLC | 1,010 | $519.0K | 0.55% | −176−14.8% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 1,010 | $519.0K | 0.26% | −19−1.8% | Reduced |
| Wharton Business Group, LLC | 1,004 | $516.0K | 0.03% | 00.0% | Unchanged |
| Fosun International Ltd | 1,000 | $515.0K | 0.07% | −4,703−82.5% | Reduced |
| Guyasuta Investment Advisors Inc | 1,002 | $515.0K | 0.04% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 1,004 | $515.0K | 0.05% | +115+12.9% | Added |
| Stonebridge Capital Management Inc | 1,000 | $514.0K | 0.23% | 00.0% | Unchanged |
| AtlasMark Financial, Inc | 1,000 | $513.6K | 0.74% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 998 | $513.0K | 0.21% | +151+17.8% | Added |
| Allegheny Financial Group LTD | 997 | $512.0K | 0.24% | +2+0.2% | Added |
| Kingfisher Capital LLC | 998 | $512.0K | 0.15% | +9+0.9% | Added |
| Lafayette Investments, Inc. | 995 | $511.0K | 0.15% | 00.0% | Unchanged |