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
- 2,965
- +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
- 1,225 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 | 3,055 | $202.4B |
| Q4 2025 | 3,312 | $248.2B |
| Q3 2025 | 3,169 | $253.5B |
| Q2 2025 | 3,186 | $241.1B |
| Q1 2025 | 3,614 | $424.3B |
| Q4 2024 | 3,685 | $409.5B |
| Q3 2024 | 3,477 | $474.6B |
| Q2 2024 | 3,407 | $411.9B |
| Q1 2024 | 3,385 | $398.9B |
| Q4 2023 | 3,422 | $428.0B |
| Q3 2023 | 3,145 | $407.5B |
| Q2 2023 | 3,137 | $388.4B |
| Q1 2023 | 3,115 | $383.6B |
| Q4 2022 | 3,160 | $434.2B |
| Q3 2022 | 2,999 | $413.5B |
| Q2 2022 | 2,965 | $422.0B |
| Q1 2022 | 2,966 | $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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 84,131 | $43.2M | 0.97% | −87,590−51.0% | Reduced |
| Wealthfront Advisers LLC | 83,979 | $43.1M | 0.22% | −599−0.7% | Reduced |
| Vigilant Capital Management, LLC | 83,197 | $42.7M | 3.69% | −2,904−3.4% | Reduced |
| McKinley Capital Management LLC /Delaware | 82,795 | $42.5M | 5.56% | +2,000+2.5% | Added |
| Edmond de Rothschild Holding S.A. | 82,185 | $42.2M | 1.03% | −7,275−8.1% | Reduced |
| Heritage Wealth Advisors | 81,657 | $41.9M | 2.92% | +15,114+22.7% | Added |
| Atria Investments LLC | 81,648 | $41.9M | 0.88% | +5,936+7.8% | Added |
| Tokio Marine Asset Management Co Ltd | 81,144 | $41.7M | 3.68% | −3,435−4.1% | Reduced |
| Hantz Financial Services, Inc. | 80,893 | $41.5M | 1.40% | −8,880−9.9% | Reduced |
| SP Asset Management | 79,699 | $40.9M | 5.22% | +2,037+2.6% | Added |
| Whittier Trust Co | 79,614 | $40.9M | 0.83% | −1,132−1.4% | Reduced |
| Lido Advisors, LLC | 78,739 | $40.4M | 0.86% | +8,231+11.7% | Added |
| South Dakota Investment Council | 78,319 | $40.2M | 0.91% | −2,851−3.5% | Reduced |
| Banco Santander, S.A. | 77,919 | $40.0M | 0.53% | −24,255−23.7% | Reduced |
| Securian Asset Management, Inc | 77,485 | $39.8M | 0.95% | −763−1.0% | Reduced |
| Flputnam Investment Management Co | 77,209 | $39.7M | 1.46% | −495−0.6% | Reduced |
| Central Trust Co | 76,934 | $39.5M | 1.30% | −1,271−1.6% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 76,675 | $39.4M | 2.35% | +3,453+4.7% | Added |
| MUFG Americas Holdings Corp | 76,467 | $39.3M | 0.89% | −677−0.9% | Reduced |
| PFS Investments Inc. | 76,229 | $39.2M | 0.79% | +6,505+9.3% | Added |
| Minneapolis Portfolio Management Group, LLC | 75,965 | $39.0M | 5.61% | −2,934−3.7% | Reduced |
| WestEnd Advisors, LLC | 75,869 | $39.0M | 1.23% | – | – |
| Stephens Inc | 75,587 | $38.8M | 0.78% | −3,384−4.3% | Reduced |
| Cumberland Partners Ltd | 75,582 | $38.8M | 3.70% | +3,024+4.2% | Added |
| Cetera Advisor Networks LLC | 74,569 | $38.3M | 0.49% | +8,040+12.1% | Added |
| Kiwi Wealth Investments Limited Partnership | 74,482 | $38.3M | 2.65% | −11,424−13.3% | Reduced |
| Elo Mutual Pension Insurance Co | 74,165 | $38.1M | 1.28% | +1,302+1.8% | Added |
| Davis R M Inc | 73,303 | $37.7M | 1.05% | +4,539+6.6% | Added |
| Bailard, Inc. | 73,124 | $37.6M | 1.48% | −1,908−2.5% | Reduced |
| Shell Asset Management Co | 72,833 | $37.4M | 1.11% | +10,568+17.0% | Added |
| Sit Investment Associates Inc | 72,795 | $37.4M | 1.14% | −1,946−2.6% | Reduced |
| Eagle Ridge Investment Management | 72,332 | $37.2M | 4.48% | −4,932−6.4% | Reduced |
| Acadian Asset Management LLC | 72,174 | $37.1M | 0.19% | −23,582−24.6% | Reduced |
| Maryland State Retirement & Pension System | 72,073 | $37.0M | 1.20% | −633−0.9% | Reduced |
| Pictet North America Advisors SA | 71,967 | $37.0M | 4.90% | −772−1.1% | Reduced |
| Chilton Capital Management LLC | 71,928 | $36.9M | 2.26% | −3,449−4.6% | Reduced |
| Achmea Investment Management B.V. | 71,541 | $36.7M | 1.19% | −1,729−2.4% | Reduced |
| Eastern Bank | 71,260 | $36.6M | 1.95% | −204−0.3% | Reduced |
| First Eagle Investment Management, LLC | 71,067 | $36.5M | 0.10% | −11,718−14.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 70,825 | $36.4M | 0.59% | +8,452+13.6% | Added |
| ClariVest Asset Management LLC | 70,212 | $36.1M | 1.57% | −3,106−4.2% | Reduced |
| Chartwell Investment Partners, LLC | 69,915 | $35.9M | 1.44% | −3,610−4.9% | Reduced |
| Fulton Breakefield Broenniman LLC | 69,752 | $35.8M | 3.10% | −975−1.4% | Reduced |
| Kentucky Retirement Systems | 69,630 | $35.8M | 1.51% | +9,596+16.0% | Added |
| Cantor Fitzgerald, L. P. | 69,124 | $35.5M | 0.69% | +69,124 | New |
| SG Americas Securities, LLC | 68,438 | $35.2M | 0.47% | −101,637−59.8% | Reduced |
| Galvin, Gaustad & Stein, LLC | 68,373 | $35.1M | 3.56% | −6,812−9.1% | Reduced |
| HealthCor Management, L.P. | 68,230 | $35.0M | 3.61% | −4,350−6.0% | Reduced |
| Montag & Caldwell, LLC | 67,440 | $34.6M | 5.03% | −23,172−25.6% | Reduced |
| Wesbanco Bank Inc | 67,343 | $34.6M | 1.53% | −3,420−4.8% | Reduced |
| Illinois Municipal Retirement Fund | 67,070 | $34.4M | 0.81% | +33,282+98.5% | Added |
| Beacon Pointe Advisors, LLC | 66,663 | $34.3M | 0.72% | −33,593−33.5% | Reduced |
| Associated Banc-Corp | 66,315 | $34.1M | 1.49% | +650+1.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 66,011 | $33.9M | 0.75% | −4,410−6.3% | Reduced |
| AltraVue Capital, LLC | 65,960 | $33.9M | 4.98% | 00.0% | Unchanged |
| Fiduciary Trust Co | 65,375 | $33.6M | 0.71% | −781−1.2% | Reduced |
| Ashfield Capital Partners, LLC | 65,355 | $33.6M | 2.61% | −608−0.9% | Reduced |
| Roosevelt Investment Group LLC | 65,345 | $33.6M | 2.41% | −692−1.0% | Reduced |
| Raymond James Trust N.A. | 65,105 | $33.4M | 1.20% | −3,499−5.1% | Reduced |
| Synovus Financial Corp | 64,996 | $33.4M | 0.39% | +360+0.6% | Added |
| Castleark Management LLC | 65,050 | $33.4M | 1.79% | +65,050 | New |
| Farmers & Merchants Investments Inc | 65,037 | $33.4M | 1.43% | +124+0.2% | Added |
| SeaTown Holdings Pte. Ltd. | 65,000 | $33.4M | 7.24% | +65,000 | New |
| Heritage Investors Management Corp | 64,751 | $33.3M | 1.56% | −802−1.2% | Reduced |
| CWM, LLC | 64,303 | $33.0M | 0.26% | −4,248−6.2% | Reduced |
| RMB Capital Management, LLC | 63,944 | $32.8M | 1.13% | −5,518−7.9% | Reduced |
| Rockland Trust Co | 63,593 | $32.7M | 2.26% | −818−1.3% | Reduced |
| TPI Fund Managers Ltd | 63,406 | $32.6M | 5.46% | −11,485−15.3% | Reduced |
| Old National Bancorp | 63,377 | $32.6M | 1.10% | +15,030+31.1% | Added |
| Regentatlantic Capital LLC | 63,144 | $32.4M | 1.07% | −2,879−4.4% | Reduced |
| Worldquant Millennium Advisors LLC | 62,732 | $32.2M | 0.92% | −24,401−28.0% | Reduced |
| Maple Capital Management, Inc. | 62,618 | $32.2M | 4.24% | +3,098+5.2% | Added |
| Wedgewood Partners Inc | 62,486 | $32.1M | 5.54% | −730−1.2% | Reduced |
| Petrus Trust Company, LTA | 62,289 | $32.0M | 4.57% | −4,736−7.1% | Reduced |
| Dana Investment Advisors, Inc. | 62,286 | $32.0M | 1.62% | +5,527+9.7% | Added |
| Louisiana State Employees Retirement System | 59,400 | $31.7M | 0.85% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 61,192 | $31.4M | 0.88% | +869+1.4% | Added |
| Sabal Trust CO | 61,126 | $31.4M | 2.25% | −1,076−1.7% | Reduced |
| Bowie Capital Management, LLC | 60,243 | $30.9M | 4.77% | −4,500−7.0% | Reduced |
| Vestor Capital, LLC | 60,112 | $30.9M | 3.74% | +109+0.2% | Added |
| Locust Wood Capital Advisers, LLC | 60,007 | $30.8M | 2.20% | −30,668−33.8% | Reduced |
| Granite Investment Partners, LLC | 59,790 | $30.7M | 1.28% | +16,002+36.5% | Added |
| Campbell Newman Asset Management Inc | 59,753 | $30.7M | 3.25% | −19,069−24.2% | Reduced |
| Burney Co | 59,508 | $30.6M | 1.61% | −2,691−4.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 58,736 | $30.2M | 0.46% | +31,455+115.3% | Added |
| Guardian Capital LP | 58,625 | $30.1M | 0.92% | +2,488+4.4% | Added |
| Gluskin Sheff & Assoc Inc | 58,535 | $30.1M | 1.64% | −621−1.0% | Reduced |
| Braun Stacey Associates Inc | 58,359 | $30.0M | 1.71% | −8,341−12.5% | Reduced |
| Systematic Alpha Investments, LLC | 58,323 | $30.0M | 1.70% | +1,000+1.7% | Added |
| NewEdge Wealth, LLC | 58,207 | $29.9M | 1.36% | +8,387+16.8% | Added |
| Community Trust & Investment Co | 57,763 | $29.7M | 2.74% | −1,324−2.2% | Reduced |
| TownSquare Capital, LLC | 57,237 | $29.4M | 0.83% | −7,212−11.2% | Reduced |
| Crake Asset Management LLP | 57,100 | $29.3M | 5.78% | +57,100 | New |
| Renaissance Group LLC | 56,545 | $29.0M | 1.50% | −6,847−10.8% | Reduced |
| Raub Brock Capital Management LP | 56,305 | $28.9M | 5.52% | −3,872−6.4% | Reduced |
| Vident Investment Advisory, LLC | 56,049 | $28.8M | 0.86% | +12,662+29.2% | Added |
| Rhenman & Partners Asset Management AB | 56,000 | $28.8M | 3.27% | −2,000−3.4% | Reduced |
| Oppenheimer & Co Inc | 55,696 | $28.6M | 0.62% | +4,520+8.8% | Added |
| Metropolitan Life Insurance Co | 55,681 | $28.6M | 1.26% | −1,611−2.8% | Reduced |
| Penn Davis McFarland Inc | 55,114 | $28.3M | 5.32% | −376−0.7% | Reduced |