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 |
|---|---|---|---|---|---|
| Garrison Bradford & Associates Inc | 54,647 | $28.1M | 31.92% | −596−1.1% | Reduced |
| RBF Capital, LLC | 55,000 | $28.0M | 1.95% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 54,535 | $28.0M | 2.31% | +705+1.3% | Added |
| Peapack Gladstone Financial Corp | 54,094 | $27.8M | 0.64% | −208−0.4% | Reduced |
| First National Trust Co | 53,207 | $27.3M | 1.54% | −9,183−14.7% | Reduced |
| Snowden Capital Advisors LLC | 52,612 | $27.0M | 1.21% | +3,199+6.5% | Added |
| D'Orazio & Associates, Inc. | 52,289 | $26.9M | 7.14% | −67−0.1% | Reduced |
| Blue Chip Partners, Inc. | 52,255 | $26.8M | 3.42% | +412+0.8% | Added |
| New Mexico Educational Retirement Board | 52,220 | $26.8M | 1.29% | −2,500−4.6% | Reduced |
| Congress Wealth Management LLC | 52,091 | $26.8M | 0.68% | −2,802−5.1% | Reduced |
| Cetera Investment Advisers | 51,178 | $26.3M | 0.42% | +4,455+9.5% | Added |
| Cohen Capital Management, Inc. | 51,133 | $26.3M | 5.38% | −139−0.3% | Reduced |
| Armistice Capital, LLC | 50,000 | $25.7M | 0.66% | +50,000 | New |
| Massmutual Trust Co FSB | 49,852 | $25.6M | 1.11% | +177+0.4% | Added |
| Stack Financial Management, Inc | 49,800 | $25.6M | 2.54% | −374−0.7% | Reduced |
| Ieq Capital, LLC | 49,558 | $25.5M | 0.77% | +7,700+18.4% | Added |
| Freestone Capital Holdings, LLC | 49,535 | $25.4M | 0.97% | −8,387−14.5% | Reduced |
| Westfield Capital Management Co LP | 48,870 | $25.1M | 0.20% | +48,050+5,859.8% | Added |
| North Point Portfolio Managers Corp | 48,790 | $25.1M | 4.39% | −754−1.5% | Reduced |
| Boston Private Wealth LLC | 48,617 | $25.0M | 0.38% | +1,162+2.4% | Added |
| Private Capital Advisors, Inc. | 48,390 | $24.9M | 4.19% | +2,268+4.9% | Added |
| Callahan Advisors, LLC | 48,206 | $24.8M | 3.30% | −976−2.0% | Reduced |
| Hendershot Investments Inc. | 48,061 | $24.7M | 4.36% | −415−0.9% | Reduced |
| united american securities inc. (d/b/a uas asset management) | 47,658 | $24.5M | 7.06% | +47,658 | New |
| Brookfield Asset Management Inc. | 47,633 | $24.5M | 0.10% | −10,257−17.7% | Reduced |
| Trust Co of Virginia | 47,596 | $24.4M | 2.93% | −28−0.1% | Reduced |
| Meeder Asset Management Inc | 47,558 | $24.4M | 1.42% | −1,902−3.8% | Reduced |
| Beach Investment Counsel Inc | 47,010 | $24.1M | 3.02% | −69−0.1% | Reduced |
| Beacon Investment Advisory Services, Inc. | 46,958 | $24.1M | 1.26% | +8,106+20.9% | Added |
| JustInvest LLC | 46,930 | $24.1M | 1.12% | +10,124+27.5% | Added |
| Asahi Life Asset Management Co., Ltd. | 46,799 | $24.0M | 6.44% | −48,508−50.9% | Reduced |
| QV Investors Inc. | 46,614 | $23.9M | 2.18% | −4,940−9.6% | Reduced |
| Advisor Partners LLC | 46,427 | $23.8M | 1.68% | +1,394+3.1% | Added |
| Anchor Capital Advisors LLC | 46,181 | $23.7M | 0.60% | −699−1.5% | Reduced |
| Azimuth Capital Investment Management LLC | 45,860 | $23.6M | 1.19% | +45,860 | New |
| Northwest & Ethical Investments L.P. | 45,488 | $23.4M | 0.88% | −24,759−35.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 45,104 | $23.2M | 1.32% | +4,796+11.9% | Added |
| Allstate Corp | 44,624 | $22.9M | 0.71% | −123−0.3% | Reduced |
| PEAK6 Investments LLC | 45,430 | $22.8M | 0.52% | +12,767+39.1% | Added |
| Aptus Capital Advisors, LLC | 44,138 | $22.7M | 0.76% | −269−0.6% | Reduced |
| Lockheed Martin Investment Management Co | 44,127 | $22.7M | 1.54% | −330−0.7% | Reduced |
| Front Barnett Associates LLC | 43,995 | $22.6M | 2.75% | +148+0.3% | Added |
| Calamos Wealth Management LLC | 43,728 | $22.5M | 1.99% | +77+0.2% | Added |
| Hemenway Trust Co LLC | 43,684 | $22.4M | 2.55% | −552−1.2% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 43,569 | $22.4M | 2.39% | +4,534+11.6% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 43,431 | $22.3M | 1.89% | −22,525−34.2% | Reduced |
| Jane Street Group, LLC | 43,324 | $22.3M | 0.04% | −161,104−78.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 43,058 | $22.1M | 1.93% | −3,200−6.9% | Reduced |
| Citizens Financial Group Inc | 42,920 | $22.0M | 0.92% | −1,163−2.6% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 42,893 | $22.0M | 0.91% | −154−0.4% | Reduced |
| Narwhal Capital Management | 42,842 | $22.0M | 3.02% | −1,784−4.0% | Reduced |
| BTR Capital Management Inc | 42,830 | $22.0M | 3.16% | +37+0.1% | Added |
| Dowling & Yahnke LLC | 42,747 | $22.0M | 1.03% | +404+1.0% | Added |
| Crossmark Global Holdings, Inc. | 42,703 | $21.9M | 0.57% | +410+1.0% | Added |
| Governors Lane LP | 42,700 | $21.9M | 1.86% | −19,300−31.1% | Reduced |
| Axiom Investors LLC | 42,690 | $21.9M | 0.66% | +24,408+133.5% | Added |
| GAM Holding AG | 42,597 | $21.9M | 1.46% | +3,360+8.6% | Added |
| Manning & Napier Group, LLC | 42,515 | $21.8M | 0.25% | −6,693−13.6% | Reduced |
| Colonial Trust Advisors | 42,488 | $21.8M | 3.07% | −408−1.0% | Reduced |
| E. Ohman J:or Asset Management AB | 42,300 | $21.7M | 0.94% | −1,000−2.3% | Reduced |
| Picton Mahoney Asset Management | 42,230 | $21.7M | 0.91% | −970−2.2% | Reduced |
| Jupiter Asset Management Ltd | 42,011 | $21.6M | 0.30% | +25,886+160.5% | Added |
| Fisher Asset Management, LLC | 42,036 | $21.6M | 0.02% | −5,302−11.2% | Reduced |
| Alps Advisors Inc | 41,875 | $21.5M | 0.21% | +38,812+1,267.1% | Added |
| FineMark National Bank & Trust | 41,851 | $21.5M | 0.99% | +621+1.5% | Added |
| Whittier Trust Co of Nevada Inc | 41,809 | $21.5M | 0.89% | +2,955+7.6% | Added |
| First American Bank | 41,682 | $21.4M | 2.18% | −151−0.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 41,623 | $21.4M | 1.24% | +823+2.0% | Added |
| Ethic Inc. | 41,583 | $21.4M | 1.49% | +4,950+13.5% | Added |
| Novare Capital Management LLC | 41,144 | $21.1M | 2.61% | −1,407−3.3% | Reduced |
| Sawgrass Asset Management LLC | 41,062 | $21.1M | 2.70% | −833−2.0% | Reduced |
| Advisors Asset Management, Inc. | 40,944 | $21.0M | 0.38% | +40,944 | New |
| Mill Capital Management, LLC | 40,722 | $20.9M | 2.32% | +1,029+2.6% | Added |
| LSV Asset Management | 40,590 | $20.8M | 0.05% | −2,300−5.4% | Reduced |
| Marco Investment Management LLC | 40,272 | $20.7M | 2.41% | −151−0.4% | Reduced |
| National Asset Management, Inc. | 40,020 | $20.6M | 0.87% | −1,451−3.5% | Reduced |
| JLB & Associates Inc | 39,904 | $20.5M | 3.49% | −1,167−2.8% | Reduced |
| Atria Wealth Solutions, Inc. | 39,848 | $20.5M | 0.41% | +9,730+32.3% | Added |
| Nomura Holdings Inc | 39,799 | $20.4M | 0.18% | −46,638−54.0% | Reduced |
| Distillate Capital Partners LLC | 39,569 | $20.3M | 2.90% | +6,055+18.1% | Added |
| Bamco Inc | 39,534 | $20.3M | 0.07% | −1,034−2.5% | Reduced |
| Alpha Cubed Investments, LLC | 39,500 | $20.3M | 1.47% | +7,513+23.5% | Added |
| Vestcor Inc | 39,436 | $20.3M | 0.75% | +12,698+47.5% | Added |
| Stillwater Capital Advisors, LLC | 39,313 | $20.2M | 3.75% | +636+1.6% | Added |
| Diversified Trust Co | 39,243 | $20.2M | 0.84% | +103+0.3% | Added |
| Edgar Lomax Co | 39,193 | $20.1M | 1.26% | +1,200+3.2% | Added |
| Shufro Rose & Co LLC | 39,188 | $20.1M | 1.75% | +270+0.7% | Added |
| LMCG Investments, LLC | 39,043 | $20.1M | 1.38% | −334−0.8% | Reduced |
| Eagle Global Advisors LLC | 38,934 | $20.0M | 1.47% | −190.0% | Reduced |
| Stewart & Patten Co LLC | 38,772 | $19.9M | 3.64% | −649−1.6% | Reduced |
| Albion Financial Group | 38,713 | $19.9M | 1.97% | +1,518+4.1% | Added |
| Pittenger & Anderson Inc | 38,703 | $19.9M | 1.16% | +2,634+7.3% | Added |
| Patten & Patten Inc | 38,636 | $19.8M | 1.74% | −1,121−2.8% | Reduced |
| Oxbow Advisors, LLC | 38,617 | $19.8M | 2.82% | −585−1.5% | Reduced |
| Curi Capital | 38,456 | $19.8M | 3.81% | +480+1.3% | Added |
| Pinnacle Associates Ltd | 38,454 | $19.8M | 0.43% | −1,258−3.2% | Reduced |
| Earnest Partners LLC | 38,400 | $19.7M | 0.13% | +1,155+3.1% | Added |
| Punch & Associates Investment Management, Inc. | 38,377 | $19.7M | 1.38% | +34+0.1% | Added |
| Balentine LLC | 38,186 | $19.6M | 0.72% | +19,355+102.8% | Added |
| Suncoast Equity Management | 38,115 | $19.6M | 3.46% | +384+1.0% | Added |