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 |
|---|---|---|---|---|---|
| Capital Investment Services of America, Inc. | 698 | $359.0K | 0.05% | −187−21.1% | Reduced |
| LPWM LLC | 693 | $359.0K | 0.20% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 699 | $359.0K | 0.32% | −29−4.0% | Reduced |
| Lantz Financial LLC | 699 | $359.0K | 0.16% | −10−1.4% | Reduced |
| Aprio Wealth Management, LLC | 697 | $358.0K | 0.14% | +697 | New |
| Philadelphia Trust Co | 695 | $357.0K | 0.04% | −6,029−89.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 686 | $356.0K | 0.00% | −1,009−59.5% | Reduced |
| CJM Wealth Advisers, Ltd. | 690 | $354.4K | 0.25% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 690 | $354.0K | 0.06% | −35−4.8% | Reduced |
| HCR Wealth Advisors | 690 | $354.0K | 0.07% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 690 | $354.0K | 0.11% | 00.0% | Unchanged |
| Cassia Capital Partners, LLC | 689 | $354.0K | 0.35% | +25+3.8% | Added |
| Cypress Financial Planning LLC | 689 | $354.0K | 0.24% | +689 | New |
| Seldon Capital LP | 687 | $353.0K | 0.20% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 685 | $352.0K | 0.16% | −1−0.1% | Reduced |
| Driehaus Capital Management LLC | 683 | $351.0K | 0.01% | +73+12.0% | Added |
| Banco BTG Pactual S.A. | 684 | $351.0K | 0.23% | +684 | New |
| Tfo-TDC, LLC | 681 | $350.0K | 0.08% | −41−5.7% | Reduced |
| Moseley Investment Management Inc | 681 | $350.0K | 0.24% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 682 | $350.0K | 0.17% | +6+0.9% | Added |
| De Burlo Group Inc | 680 | $349.0K | 0.10% | −45,050−98.5% | Reduced |
| Main Street Research LLC | 680 | $349.0K | 0.09% | −120−15.0% | Reduced |
| Delta Investment Management, LLC | 679 | $349.0K | 0.16% | −92−11.9% | Reduced |
| Probity Advisors, Inc. | 679 | $349.0K | 0.08% | −10−1.5% | Reduced |
| Stockman Wealth Management, Inc. | 677 | $348.0K | 0.09% | +27+4.2% | Added |
| Cutter & CO Brokerage, Inc. | 676 | $347.0K | 0.12% | +16+2.4% | Added |
| Round Table Services, LLC | 674 | $346.0K | 0.06% | −4−0.6% | Reduced |
| Marino, Stram & Associates LLC | 673 | $346.0K | 0.12% | +2+0.3% | Added |
| Redwood Financial Network Corp | 670 | $344.0K | 0.38% | −10−1.5% | Reduced |
| Garner Asset Management Corp | 670 | $344.0K | 0.15% | +670 | New |
| High Probability Advisors, LLC | 665 | $341.6K | 0.11% | −94−12.4% | Reduced |
| Oliver Luxxe Assets LLC | 665 | $341.0K | 0.10% | +20+3.1% | Added |
| Carson Advisory Inc. | 661 | $340.0K | 0.38% | +58+9.6% | Added |
| Disciplined Equity Management, Inc. | 660 | $339.0K | 0.31% | 00.0% | Unchanged |
| Wealthcare Capital Management LLC | 658 | $338.0K | 0.04% | −194−22.8% | Reduced |
| Redwood Investment Management, LLC | 658 | $338.0K | 0.06% | +91+16.0% | Added |
| Horizon Financial Services, LLC | 659 | $338.0K | 0.26% | +659 | New |
| WESPAC Advisors, LLC | 657 | $337.0K | 0.26% | +657 | New |
| Northstar Group, Inc. | 654 | $336.0K | 0.10% | −71−9.8% | Reduced |
| Orgel Wealth Management, LLC | 652 | $335.0K | 0.02% | −100−13.3% | Reduced |
| Summit Financial Group Inc | 651 | $334.0K | 0.13% | −100−13.3% | Reduced |
| Sharkey, Howes & Javer | 648 | $333.0K | 0.08% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 646 | $332.0K | 0.08% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 647 | $332.0K | 0.07% | +58+9.8% | Added |
| Western Financial Corporation | 646 | $332.0K | 0.24% | +227+54.2% | Added |
| Antonetti Capital Management LLC | 644 | $331.0K | 0.35% | −372−36.6% | Reduced |
| Parcion Private Wealth LLC | 635 | $331.0K | 0.03% | −69−9.8% | Reduced |
| Camelot Portfolios, LLC | 645 | $331.0K | 0.20% | −89−12.1% | Reduced |
| Aua Capital Management, LLC | 645 | $331.0K | 0.19% | 00.0% | Unchanged |
| Apella Capital, LLC | 645 | $331.0K | 0.04% | +169+35.5% | Added |
| First Washington CORP | 642 | $330.0K | 0.15% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 641 | $329.0K | 0.12% | +175+37.6% | Added |
| Range Financial Group LLC | 636 | $327.0K | 0.24% | −161−20.2% | Reduced |
| DFPG Investments, LLC | 627 | $326.0K | 0.14% | −67−9.7% | Reduced |
| Grant/GrossMendelsohn, LLC | 635 | $326.0K | 0.18% | −1−0.2% | Reduced |
| Greatmark Investment Partners, Inc. | 635 | $326.0K | 0.06% | +43+7.3% | Added |
| Family Firm, Inc. | 632 | $325.0K | 0.10% | +2+0.3% | Added |
| Congress Park Capital LLC | 632 | $325.0K | 0.21% | +25+4.1% | Added |
| Sittner & Nelson, LLC | 633 | $325.0K | 0.21% | +34+5.7% | Added |
| Diamant Asset Management, Inc. | 630 | $324.0K | 0.29% | −50−7.4% | Reduced |
| Astoria Portfolio Advisors LLC. | 632 | $324.0K | 0.24% | +156+32.8% | Added |
| MBA Advisors LLC | 629 | $323.0K | 0.22% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 606 | $323.0K | 0.13% | +606 | New |
| New World Advisors LLC | 642 | $322.0K | 0.17% | −103−13.8% | Reduced |
| Founders Financial Alliance, LLC | 625 | $321.0K | 0.16% | −386−38.2% | Reduced |
| Custos Family Office, LLC | 625 | $321.0K | 0.29% | −74−10.6% | Reduced |
| Indiana Trust & Investment Management CO | 625 | $321.0K | 0.18% | −50−7.4% | Reduced |
| Aft, Forsyth & Company, Inc. | 625 | $321.0K | 0.26% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 623 | $320.0K | 0.03% | −21−3.3% | Reduced |
| Triumph Capital Management | 617 | $317.0K | 0.17% | −45−6.8% | Reduced |
| WBH Advisory Inc | 611 | $316.0K | 0.04% | −1−0.2% | Reduced |
| Bernardo Wealth Planning LLC | 615 | $316.0K | 0.18% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 616 | $316.0K | 0.38% | +19+3.2% | Added |
| Paragon Capital Management LLC | 613 | $315.0K | 0.19% | +11+1.8% | Added |
| RMR Wealth Builders | 614 | $315.0K | 0.08% | +64+11.6% | Added |
| Verus Capital Partners, LLC | 604 | $314.0K | 0.06% | −2,184−78.3% | Reduced |
| Ahrens Investment Partners LLC | 611 | $314.0K | 0.14% | −192−23.9% | Reduced |
| Triad Financial Advisors, Inc. | 612 | $314.0K | 0.17% | −109−15.1% | Reduced |
| Atticus Wealth Management, LLC | 612 | $314.0K | 0.13% | +214+53.8% | Added |
| Benin Management CORP | 609 | $313.0K | 0.12% | −800−56.8% | Reduced |
| Lansing Street Advisors | 610 | $313.0K | 0.24% | +2+0.3% | Added |
| ERTS Wealth Advisors, LLC | 609 | $313.0K | 0.09% | +3+0.5% | Added |
| KilterHowling LLC | 609 | $312.6K | 0.35% | +86+16.4% | Added |
| Crestone Asset Management LLC | 608 | $312.0K | 0.07% | −61−9.1% | Reduced |
| Sage Investment Advisers LLC | 607 | $312.0K | 0.49% | +7+1.2% | Added |
| Ellenbecker Investment Group | 606 | $311.0K | 0.10% | +52+9.4% | Added |
| Aletheian Wealth Advisors LLC | 606 | $311.0K | 0.32% | +99+19.5% | Added |
| Benedict Financial Advisors Inc | 603 | $310.0K | 0.09% | +2+0.3% | Added |
| IPG Investment Advisors LLC | 601 | $309.0K | 0.08% | −145−19.4% | Reduced |
| Mayport, LLC | 599 | $308.0K | 0.25% | −2−0.3% | Reduced |
| Cairn Investment Group, Inc. | 597 | $307.0K | 0.24% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 598 | $307.0K | 0.15% | +598 | New |
| Oakwell Private Wealth Management, LLC | 595 | $306.0K | 0.17% | +38+6.8% | Added |
| Von Berge Wealth Management Group, LLC | 609 | $305.0K | 0.32% | +1+0.2% | Added |
| Private Asset Management Inc | 589 | $303.0K | 0.05% | −50−7.8% | Reduced |
| Kelman-Lazarov, Inc. | 590 | $303.0K | 0.10% | 00.0% | Unchanged |
| Benchmark Wealth Management, LLC | 589 | $303.0K | 0.22% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 586 | $301.0K | 0.09% | 00.0% | Unchanged |
| Dash Acquisitions Inc. | 582 | $299.0K | 0.16% | −4−0.7% | Reduced |
| Emerald Advisors, LLC | 583 | $299.0K | 0.08% | +97+20.0% | Added |