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 |
|---|---|---|---|---|---|
| Newbridge Financial Services Group, Inc. | 995 | $511.0K | 0.32% | +111+12.6% | Added |
| Dimension Capital Management LLC | 994 | $510.0K | 0.11% | 00.0% | Unchanged |
| Security National Bank of So Dak | 991 | $509.0K | 0.42% | 00.0% | Unchanged |
| Hartline Investment Corp | 1,449 | $508.0K | 0.08% | 00.0% | Unchanged |
| 360 Financial, Inc. | 974 | $508.0K | 0.31% | 00.0% | Unchanged |
| Redwood Investments, LLC | 990 | $508.0K | 0.06% | +235+31.1% | Added |
| Rosenberg Matthew Hamilton | 980 | $507.0K | 0.19% | +31+3.3% | Added |
| First Farmers & Merchants Bank / Trust | 987 | $507.0K | 0.63% | +39+4.1% | Added |
| Smith Anglin Financial, LLC | 983 | $505.0K | 0.15% | +3+0.3% | Added |
| First United Bank Trust | 983 | $505.0K | 0.23% | +45+4.8% | Added |
| First Bank & Trust | 984 | $505.0K | 0.16% | +107+12.2% | Added |
| Ossiam | 978 | $502.0K | 0.02% | −67,806−98.6% | Reduced |
| AlphaCrest Capital Management LLC | 975 | $501.0K | 0.02% | −1,509−60.7% | Reduced |
| McRae Capital Management Inc | 975 | $501.0K | 0.14% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 971 | $499.0K | 0.03% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 970 | $498.0K | 0.08% | −38−3.8% | Reduced |
| Zuckerman Investment Group, LLC | 970 | $498.0K | 0.09% | +146+17.7% | Added |
| Old Port Advisors | 984 | $497.0K | 0.19% | −76−7.2% | Reduced |
| Full Sail Capital, LLC | 969 | $497.0K | 0.05% | −29−2.9% | Reduced |
| Retirement Guys Formula LLC | 967 | $497.0K | 0.51% | +310+47.2% | Added |
| Burke & Herbert Bank & Trust Co | 965 | $495.0K | 0.37% | −195−16.8% | Reduced |
| Staley Capital Advisers Inc | 964 | $495.0K | 0.03% | 00.0% | Unchanged |
| Foundry Partners, LLC | 960 | $493.0K | 0.03% | −710−42.5% | Reduced |
| Strategy Asset Managers LLC | 960 | $493.0K | 0.15% | −410−29.9% | Reduced |
| HFR Wealth Management, LLC | 960 | $493.0K | 0.15% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 960 | $493.0K | 0.08% | +3+0.3% | Added |
| Kowal Investment Group, LLC | 958 | $492.0K | 0.16% | +164+20.7% | Added |
| Winthrop Advisory Group LLC | 947 | $486.0K | 0.11% | −6−0.6% | Reduced |
| Klingman & Associates, LLC | 947 | $486.0K | 0.05% | +10+1.1% | Added |
| Byrne Asset Management LLC | 947 | $486.0K | 0.36% | +42+4.6% | Added |
| Standard Family Office LLC | 947 | $486.0K | 4.82% | +947 | New |
| Monterey Private Wealth, Inc. | 945 | $485.0K | 0.28% | +18+1.9% | Added |
| Van Strum & Towne Inc. | 945 | $485.0K | 0.21% | 00.0% | Unchanged |
| Loveless Wealth Management LLC | 945 | $485.0K | 0.32% | +73+8.4% | Added |
| Single Point Partners, LLC | 944 | $485.0K | 0.13% | +310+48.9% | Added |
| Lumature Wealth Partners, LLC | 945 | $485.0K | 0.22% | +907+2,386.8% | Added |
| WC Walker & Associates, Inc. | 912 | $483.0K | 0.28% | +94+11.5% | Added |
| Fortress Wealth Group, LLC | 936 | $481.0K | 0.41% | −60−6.0% | Reduced |
| Brooks, Moore & Associates, Inc. | 937 | $481.0K | 0.35% | 00.0% | Unchanged |
| Webster Bank, N. A. | 935 | $480.0K | 0.07% | 00.0% | Unchanged |
| Columbus Macro, LLC | 934 | $480.0K | 0.18% | +934 | New |
| Requisite Capital Management, LLC | 930 | $478.0K | 0.16% | −550−37.2% | Reduced |
| Aufman Associates Inc | 932 | $478.0K | 0.45% | +1+0.1% | Added |
| Birchcreek Wealth Management, LLC | 930 | $478.0K | 0.43% | +430+86.0% | Added |
| Barry Investment Advisors, LLC | 930 | $477.0K | 0.14% | +2+0.2% | Added |
| One + One Wealth Management, LLC | 926 | $476.0K | 0.36% | +2+0.2% | Added |
| Barber Financial Group, Inc. | 926 | $476.0K | 0.08% | +50+5.7% | Added |
| BHK Investment Advisors, LLC | 926 | $475.0K | 0.21% | +95+11.4% | Added |
| Lanham O'Dell & Company, Inc. | 920 | $473.0K | 2.35% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 919 | $472.0K | 0.05% | −25−2.6% | Reduced |
| Red Wave Investments LLC | 918 | $472.0K | 0.19% | 00.0% | Unchanged |
| Insight Folios Inc | 919 | $472.0K | 0.22% | +3+0.3% | Added |
| Clarus Wealth Advisors | 911 | $471.0K | 0.33% | −68−6.9% | Reduced |
| UBP Investment Advisors SA | 907 | $470.0K | 0.19% | +907 | New |
| Mirova | 911 | $467.0K | 0.07% | +911 | New |
| Stonebridge Financial Planning Group, LLC | 906 | $465.0K | 0.32% | −80−8.1% | Reduced |
| Independent Solutions Wealth Management, LLC | 905 | $464.8K | 0.14% | +88+10.8% | Added |
| Asset Allocation & Management Company, LLC | 900 | $462.0K | 0.19% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 900 | $462.0K | 0.03% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 898 | $461.0K | 0.24% | 00.0% | Unchanged |
| Merlin Capital LLC | 893 | $459.0K | 0.92% | −10−1.1% | Reduced |
| Mendel Money Management | 888 | $456.0K | 0.27% | −300−25.3% | Reduced |
| PRW Wealth Management LLC | 885 | $455.0K | 0.27% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 881 | $453.0K | 0.08% | +881 | New |
| Summit Global Investments | 881 | $452.0K | 0.04% | −42−4.6% | Reduced |
| Avenue 1 Advisors, LLC | 878 | $451.0K | 0.28% | −39−4.3% | Reduced |
| Garde Capital, Inc. | 877 | $450.0K | 0.05% | +69+8.5% | Added |
| Objective Capital Management, LLC | 872 | $448.0K | 0.45% | +9+1.0% | Added |
| First Community Trust NA | 871 | $447.0K | 0.53% | −33−3.7% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 871 | $447.0K | 0.09% | −21−2.4% | Reduced |
| CWS Financial Advisors, LLC | 869 | $446.0K | 0.20% | 00.0% | Unchanged |
| RGT Wealth Advisors, LLC | 868 | $446.0K | 0.07% | +68+8.5% | Added |
| Pasadena Private Wealth, LLC | 867 | $445.0K | 0.15% | −12−1.4% | Reduced |
| Curated Wealth Partners LLC | 867 | $445.0K | 0.13% | +130+17.6% | Added |
| Worth Asset Management, LLC | 865 | $444.0K | 0.30% | +12+1.4% | Added |
| Cohen & Steers, Inc. | 865 | $444.0K | 0.00% | +865 | New |
| Wealth Dimensions Group, Ltd. | 862 | $443.0K | 0.21% | +2+0.2% | Added |
| Farmers Trust Co | 861 | $442.0K | 0.11% | 00.0% | Unchanged |
| Satovsky Asset Management LLC | 860 | $442.0K | 0.26% | +3+0.4% | Added |
| Vista Wealth Management Group, LLC | 877 | $440.0K | 0.06% | −45−4.9% | Reduced |
| Vicus Capital | 854 | $439.0K | 0.05% | +213+33.2% | Added |
| Lyell Wealth Management, LP | 848 | $436.0K | 0.07% | +78+10.1% | Added |
| Foster Victor Wealth Advisors, LLC | 845 | $435.0K | 0.06% | +330+64.1% | Added |
| HHM Wealth Advisors, LLC | 845 | $434.0K | 0.11% | −35−4.0% | Reduced |
| Mendel Capital Management LLC | 844 | $433.0K | 0.48% | +58+7.4% | Added |
| Bouchey Financial Group Ltd | 842 | $432.0K | 0.07% | 00.0% | Unchanged |
| Dearborn Partners LLC | 841 | $432.0K | 0.02% | +104+14.1% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 842 | $432.0K | 0.04% | +241+40.1% | Added |
| Regal Wealth Group, Inc. | 840 | $431.0K | 0.31% | +3+0.4% | Added |
| Fure Financial Corp | 840 | $431.0K | 0.25% | 00.0% | Unchanged |
| Blue Zone Wealth Advisors, LLC | 836 | $430.0K | 0.19% | +6+0.7% | Added |
| Quadrant Private Wealth Management, LLC | 836 | $429.0K | 0.18% | −135−13.9% | Reduced |
| Ellsworth Advisors, LLC | 835 | $429.0K | 0.17% | −2−0.2% | Reduced |
| Hartford Funds Management Co LLC | 834 | $429.0K | 0.05% | +257+44.5% | Added |
| EdgeRock Capital LLC | 835 | $429.0K | 0.29% | +835 | New |
| Woodstock Corp | 834 | $428.0K | 0.06% | −58−6.5% | Reduced |
| Kavar Capital Partners Group, LLC | 834 | $428.0K | 0.10% | +15+1.8% | Added |
| Arlington Partners LLC | 831 | $427.0K | 0.14% | +156+23.1% | Added |
| Abundance Wealth Counselors | 829 | $426.0K | 0.12% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 828 | $425.0K | 0.08% | −136−14.1% | Reduced |