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 |
|---|---|---|---|---|---|
| Exencial Wealth Advisors, LLC | 38,106 | $19.6M | 1.12% | +1,648+4.5% | Added |
| Gradient Investments LLC | 37,924 | $19.5M | 0.57% | −38,199−50.2% | Reduced |
| Pathstone Family Office, LLC | 37,887 | $19.5M | 0.43% | +17,565+86.4% | Added |
| Port Capital LLC | 37,667 | $19.3M | 1.51% | +7,929+26.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 37,496 | $19.3M | 0.44% | +30+0.1% | Added |
| Abner Herrman & Brock LLC | 37,192 | $19.1M | 3.30% | −1,261−3.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 37,064 | $19.0M | 0.82% | +1,562+4.4% | Added |
| Bragg Financial Advisors, Inc | 36,724 | $18.9M | 1.25% | −60.0% | Reduced |
| Palisade Asset Management, LLC | 36,363 | $18.7M | 2.40% | +85+0.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 36,314 | $18.7M | 0.06% | −3,173−8.0% | Reduced |
| DuPont Capital Management Corp | 36,038 | $18.5M | 0.87% | −2,358−6.1% | Reduced |
| Sectoral Asset Management Inc | 35,925 | $18.5M | 3.72% | +3,225+9.9% | Added |
| Violich Capital Management, Inc. | 35,920 | $18.4M | 3.23% | −45−0.1% | Reduced |
| Makena Capital Management LLC | 35,873 | $18.4M | 3.01% | −2,649−6.9% | Reduced |
| Nicola Wealth Management Ltd. | 35,700 | $18.3M | 1.75% | +3,700+11.6% | Added |
| Engine No. 1 LLC | 35,600 | $18.3M | 8.06% | +9,700+37.5% | Added |
| Siemens Fonds Invest GmbH | 35,589 | $18.3M | 1.94% | −247−0.7% | Reduced |
| Foyston, Gordon, & Payne Inc | 30,347 | $18.2M | 5.26% | −7,721−20.3% | Reduced |
| Park Avenue Securities LLC | 35,382 | $18.2M | 0.35% | +3,067+9.5% | Added |
| Middleton & Co Inc | 35,208 | $18.1M | 2.32% | −1,068−2.9% | Reduced |
| Haverford Financial Services, Inc. | 34,950 | $18.0M | 5.23% | −1,716−4.7% | Reduced |
| Neville Rodie & Shaw Inc | 34,775 | $17.9M | 1.60% | +190+0.5% | Added |
| James Investment Research Inc | 34,671 | $17.8M | 2.38% | −950−2.7% | Reduced |
| Oak Ridge Investments LLC | 34,599 | $17.8M | 2.59% | −1,144−3.2% | Reduced |
| Artemis Investment Management LLP | 34,135 | $17.6M | 0.18% | −117,627−77.5% | Reduced |
| YHB Investment Advisors, Inc. | 34,191 | $17.6M | 1.85% | +44+0.1% | Added |
| Harbor Investment Advisory, LLC | 34,189 | $17.6M | 2.81% | +1,338+4.1% | Added |
| Wallington Asset Management, LLC | 34,039 | $17.5M | 3.55% | +593+1.8% | Added |
| Chesley Taft & Associates LLC | 33,976 | $17.5M | 1.19% | −50.0% | Reduced |
| Cim, LLC | 33,423 | $17.3M | 3.60% | +12,028+56.2% | Added |
| Dorsey & Whitney Trust CO LLC | 33,609 | $17.3M | 1.75% | −438−1.3% | Reduced |
| Salem Investment Counselors Inc | 33,462 | $17.2M | 0.78% | +18,954+130.6% | Added |
| Stewart Asset Management, LLC | 33,324 | $17.1M | 13.64% | −3,390−9.2% | Reduced |
| Credit Agricole S A | 33,273 | $17.1M | 0.68% | +13,824+71.1% | Added |
| Cardinal Capital Management, Inc. | 33,079 | $17.0M | 0.94% | −755−2.2% | Reduced |
| Veritable, L.P. | 33,067 | $17.0M | 0.31% | +106+0.3% | Added |
| Advisory Research Inc | 32,923 | $16.9M | 1.65% | −534−1.6% | Reduced |
| Churchill Management Corp | 32,908 | $16.9M | 0.42% | −624−1.9% | Reduced |
| Washington Trust Bank | 32,709 | $16.8M | 2.16% | −1,535−4.5% | Reduced |
| Fidelity National Financial, Inc. | 32,440 | $16.7M | 2.38% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 32,316 | $16.6M | 0.80% | +2,638+8.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 32,053 | $16.5M | 1.51% | +4,253+15.3% | Added |
| Independent Advisor Alliance | 31,974 | $16.4M | 0.92% | +1,512+5.0% | Added |
| Howe & Rusling Inc | 31,790 | $16.3M | 2.07% | +1,075+3.5% | Added |
| Lowe Brockenbrough & Co Inc | 31,581 | $16.2M | 1.42% | −874−2.7% | Reduced |
| Adell Harriman & Carpenter Inc | 31,383 | $16.1M | 1.98% | +415+1.3% | Added |
| Hancock Whitney Corp | 31,334 | $16.1M | 0.64% | −564−1.8% | Reduced |
| Atlantic Union Bankshares Corp | 31,233 | $16.0M | 1.64% | −502−1.6% | Reduced |
| Bank of the West | 31,160 | $16.0M | 2.03% | −346−1.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 31,031 | $15.9M | 9.16% | −273−0.9% | Reduced |
| Carlson Capital Management | 31,029 | $15.9M | 1.40% | +584+1.9% | Added |
| Copeland Capital Management, LLC | 30,987 | $15.9M | 0.50% | −1,526−4.7% | Reduced |
| Assetmark, Inc | 30,908 | $15.9M | 0.07% | +12,989+72.5% | Added |
| TruWealth Advisors, LLC | 30,744 | $15.8M | 1.69% | +6,425+26.4% | Added |
| Addenda Capital Inc. | 30,306 | $15.6M | 0.75% | −1,764−5.5% | Reduced |
| Madison Asset Management, LLC | 30,279 | $15.6M | 0.24% | +714+2.4% | Added |
| Hilton Capital Management, LLC | 30,182 | $15.5M | 1.90% | +4,333+16.8% | Added |
| River Road Asset Management, LLC | 30,175 | $15.5M | 0.22% | −27,724−47.9% | Reduced |
| D.A. Davidson & Co. | 30,172 | $15.5M | 0.19% | −993−3.2% | Reduced |
| CCM Investment Advisers LLC | 30,028 | $15.4M | 2.48% | −450−1.5% | Reduced |
| Hyperion Capital Advisors LP | 30,021 | $15.4M | 7.20% | −14,994−33.3% | Reduced |
| German American Bancorp, Inc. | 29,845 | $15.3M | 2.58% | −1,034−3.3% | Reduced |
| EP Wealth Advisors, LLC | 29,811 | $15.3M | 0.34% | +2,102+7.6% | Added |
| Argent Trust Co | 29,387 | $15.1M | 1.04% | +373+1.3% | Added |
| Bridgeway Capital Management, LLC | 29,290 | $15.0M | 0.34% | +4,670+19.0% | Added |
| Amica Mutual Insurance Co | 29,166 | $15.0M | 1.90% | 00.0% | Unchanged |
| Sumitomo Mitsui Financial Group, Inc. | 29,137 | $15.0M | 0.43% | +726+2.6% | Added |
| Kornitzer Capital Management Inc | 28,972 | $14.9M | 0.30% | +1,250+4.5% | Added |
| EFG Asset Management (Americas) Corp. | 28,829 | $14.8M | 3.50% | −338−1.2% | Reduced |
| HB Wealth Management, LLC | 28,872 | $14.8M | 0.30% | +1,235+4.5% | Added |
| Parkman Healthcare Partners LLC | 28,811 | $14.8M | 5.45% | +3,484+13.8% | Added |
| Bell Asset Management Ltd | 28,777 | $14.8M | 2.92% | −6,421−18.2% | Reduced |
| Comerica Securities,inc. | 28,732 | $14.8M | 1.12% | −3,360−10.5% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 28,703 | $14.7M | 0.62% | −32−0.1% | Reduced |
| Pioneer Trust Bank N A | 28,601 | $14.7M | 4.75% | −743−2.5% | Reduced |
| Forbes J M & Co LLP | 28,300 | $14.5M | 2.14% | +76+0.3% | Added |
| Twin Capital Management Inc | 28,265 | $14.5M | 1.85% | −318−1.1% | Reduced |
| Bridgecreek Investment Management, LLC | 28,195 | $14.5M | 3.00% | −35−0.1% | Reduced |
| Appleton Partners Inc | 28,183 | $14.5M | 1.37% | +337+1.2% | Added |
| Venturi Wealth Management, LLC | 28,097 | $14.4M | 1.29% | −416−1.5% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 28,000 | $14.4M | 0.30% | −113,358−80.2% | Reduced |
| Leuthold Group, LLC | 27,905 | $14.3M | 2.04% | −738−2.6% | Reduced |
| Transform Wealth, LLC | 27,873 | $14.3M | 2.13% | −3,184−10.3% | Reduced |
| Core Alternative Capital | 27,831 | $14.3M | 3.38% | +5,827+26.5% | Added |
| NFJ Investment Group, LLC | 27,816 | $14.3M | 0.34% | −30,063−51.9% | Reduced |
| Cohen Klingenstein LLC | 27,700 | $14.2M | 0.71% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 27,226 | $14.2M | 0.44% | +24,741+995.6% | Added |
| Schmidt P J Investment Management Inc | 26,364 | $14.1M | 3.08% | +234+0.9% | Added |
| Ameritas Investment Partners, Inc. | 27,461 | $14.1M | 0.61% | −419−1.5% | Reduced |
| Jag Capital Management, LLC | 27,418 | $14.1M | 1.74% | +26,840+4,643.6% | Added |
| King Wealth | 27,343 | $14.0M | 3.36% | −794−2.8% | Reduced |
| Buckingham Capital Management, Inc. | 27,301 | $14.0M | 2.63% | −1,498−5.2% | Reduced |
| Quest Investment Management LLC | 27,273 | $14.0M | 1.65% | +1,709+6.7% | Added |
| Logan Capital Management Inc | 27,269 | $14.0M | 0.80% | +246+0.9% | Added |
| Cullinan Associates Inc | 27,068 | $13.9M | 0.85% | +555+2.1% | Added |
| Prudential PLC | 27,054 | $13.9M | 0.25% | +2,956+12.3% | Added |
| Allworth Financial LP | 27,009 | $13.9M | 0.19% | −118−0.4% | Reduced |
| Dakota Wealth Management | 26,945 | $13.8M | 1.28% | +11,035+69.4% | Added |
| Torray LLC | 26,675 | $13.7M | 2.61% | −3,913−12.8% | Reduced |
| Great Valley Advisor Group, Inc. | 26,614 | $13.7M | 0.75% | +7,851+41.8% | Added |