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 |
|---|---|---|---|---|---|
| King Luther Capital Management Corp | 26,614 | $13.7M | 0.08% | +10,723+67.5% | Added |
| Andra AP-fonden | 26,400 | $13.6M | 0.39% | +26,400 | New |
| Girard Partners Ltd. | 26,280 | $13.5M | 1.72% | −1,219−4.4% | Reduced |
| Segment Wealth Management, LLC | 26,232 | $13.5M | 1.71% | +723+2.8% | Added |
| D L Carlson Investment Group Inc | 26,204 | $13.5M | 2.84% | +38+0.1% | Added |
| Level Four Advisory Services, LLC | 25,802 | $13.3M | 1.25% | −980−3.7% | Reduced |
| American Portfolios Advisors | 25,770 | $13.2M | 0.54% | +598+2.4% | Added |
| Stonnington Group, LLC | 25,666 | $13.2M | 3.51% | −1,917−6.9% | Reduced |
| Wedbush Securities Inc | 25,646 | $13.2M | 0.72% | +190+0.7% | Added |
| Wetherby Asset Management Inc | 25,621 | $13.2M | 0.90% | +1,259+5.2% | Added |
| Parsec Financial Management, Inc. | 25,594 | $13.1M | 0.64% | +2,297+9.9% | Added |
| Heritage Trust Co | 25,553 | $13.1M | 2.15% | −237−0.9% | Reduced |
| Connors Investor Services Inc | 25,377 | $13.0M | 1.64% | −425−1.6% | Reduced |
| BerganKDV Wealth Management, LLC | 25,338 | $13.0M | 1.49% | −458−1.8% | Reduced |
| Jefferies Group LLC | 25,275 | $13.0M | 0.36% | −743−2.9% | Reduced |
| Capstone Investment Advisors, LLC | 25,165 | $12.9M | 0.30% | +10,167+67.8% | Added |
| Highlander Capital Management, LLC | 25,140 | $12.9M | 6.95% | +200+0.8% | Added |
| Cresset Asset Management, LLC | 26,505 | $12.9M | 0.16% | +4,219+18.9% | Added |
| Gabalex Capital Management LLC | 25,000 | $12.8M | 7.45% | −5,000−16.7% | Reduced |
| Bright Rock Capital Management, LLC | 25,000 | $12.8M | 3.47% | −2,938−10.5% | Reduced |
| Engle Capital Management, L.P. | 25,000 | $12.8M | 5.09% | +25,000 | New |
| Baader Bank INC | 24,940 | $12.8M | 1.27% | +24,940 | New |
| Ashton Thomas Private Wealth, LLC | 24,863 | $12.8M | 1.38% | −2,080−7.7% | Reduced |
| Marks Group Wealth Management, Inc | 24,556 | $12.6M | 1.82% | −4,120−14.4% | Reduced |
| Muhlenkamp & Co Inc | 24,524 | $12.6M | 5.90% | +43+0.2% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 24,504 | $12.6M | 0.63% | +8,102+49.4% | Added |
| Richard Bernstein Advisors LLC | 24,355 | $12.5M | 0.27% | +90.0% | Added |
| Gotham Asset Management, LLC | 24,270 | $12.5M | 0.40% | +120+0.5% | Added |
| Terry L. Blaker | 24,189 | $12.4M | 1.23% | −75−0.3% | Reduced |
| First Citizens Bank & Trust Co | 24,083 | $12.4M | 0.44% | −1,734−6.7% | Reduced |
| TD Private Client Wealth LLC | 23,983 | $12.3M | 0.60% | −2,202−8.4% | Reduced |
| Cinctive Capital Management LP | 23,952 | $12.3M | 0.56% | −10,117−29.7% | Reduced |
| Corient Capital Partners, LLC | 23,893 | $12.3M | 0.93% | +3,434+16.8% | Added |
| Cetera Advisors LLC | 23,750 | $12.2M | 0.28% | +2,415+11.3% | Added |
| Avantax Advisory Services, Inc. | 23,685 | $12.2M | 0.18% | +334+1.4% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 23,538 | $12.1M | 3.09% | +1,738+8.0% | Added |
| Edgestream Partners, L.P. | 23,465 | $12.1M | 0.95% | +11,672+99.0% | Added |
| Motley Fool Asset Management LLC | 23,853 | $12.1M | 1.13% | −983−4.0% | Reduced |
| First National Bank of Omaha | 23,422 | $12.0M | 0.73% | −1,374−5.5% | Reduced |
| Sigma Planning Corp | 23,305 | $12.0M | 0.44% | −2,270−8.9% | Reduced |
| Meridian Wealth Management, LLC | 23,270 | $12.0M | 0.98% | +3,480+17.6% | Added |
| Morse Asset Management, Inc | 23,202 | $11.9M | 3.82% | +1,013+4.6% | Added |
| Redpoint Investment Management Pty Ltd | 23,169 | $11.9M | 1.42% | +36+0.2% | Added |
| Northern Oak Wealth Management Inc | 23,091 | $11.9M | 1.67% | −4,813−17.2% | Reduced |
| Grimes & Company, Inc. | 23,065 | $11.8M | 0.60% | −2,172−8.6% | Reduced |
| Cypress Capital Management LLC | 22,936 | $11.8M | 1.75% | −13,307−36.7% | Reduced |
| Stock Yards Bank & Trust Co | 22,872 | $11.7M | 0.48% | +20,679+943.0% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 22,791 | $11.7M | 1.54% | −247−1.1% | Reduced |
| Rafferty Asset Management, LLC | 22,763 | $11.7M | 0.11% | −6,027−20.9% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 22,672 | $11.6M | 1.35% | −5,172−18.6% | Reduced |
| Millennium Management LLC | 22,591 | $11.6M | 0.02% | −369,687−94.2% | Reduced |
| Everence Capital Management Inc | 22,530 | $11.6M | 1.03% | 00.0% | Unchanged |
| Arnhold LLC | 22,368 | $11.5M | 1.37% | +1,719+8.3% | Added |
| Scholtz & Company, LLC | 22,263 | $11.4M | 7.03% | −1,389−5.9% | Reduced |
| Desjardins Global Asset Management Inc. | 22,162 | $11.4M | 1.49% | −8,469−27.6% | Reduced |
| Ninety One SA (PTY) Ltd | 22,178 | $11.4M | 4.03% | −316−1.4% | Reduced |
| Greenleaf Trust | 22,152 | $11.4M | 0.17% | −290−1.3% | Reduced |
| First Hawaiian Bank | 22,148 | $11.4M | 0.41% | −383−1.7% | Reduced |
| Gifford Fong Associates | 22,000 | $11.3M | 2.63% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 21,908 | $11.3M | 2.37% | +1,488+7.3% | Added |
| Shelton Capital Management | 21,893 | $11.2M | 0.51% | +48+0.2% | Added |
| Central Bank & Trust Co | 21,857 | $11.2M | 2.29% | −919−4.0% | Reduced |
| RiverFront Investment Group, LLC | 21,808 | $11.2M | 0.42% | +3,702+20.4% | Added |
| Banque Cantonale Vaudoise | 21,760 | $11.2M | 0.58% | −1,784−7.6% | Reduced |
| Tocqueville Asset Management L.P. | 21,658 | $11.1M | 0.20% | +43+0.2% | Added |
| Glenview Trust Co | 21,605 | $11.1M | 0.41% | +22+0.1% | Added |
| Leavell Investment Management, Inc. | 21,566 | $11.1M | 0.85% | +28+0.1% | Added |
| Mission Wealth Management, LP | 21,541 | $11.1M | 0.59% | +3,764+21.2% | Added |
| Carnegie Capital Asset Management, LLC | 21,525 | $11.1M | 0.50% | +7,001+48.2% | Added |
| Catalyst Capital Advisors LLC | 21,391 | $11.0M | 0.46% | −1,077−4.8% | Reduced |
| Coldstream Capital Management Inc | 21,392 | $11.0M | 0.43% | +2,281+11.9% | Added |
| Spearhead Capital Advisors, LLC | 21,384 | $11.0M | 1.64% | −2,631−11.0% | Reduced |
| Somerville Kurt F | 21,335 | $11.0M | 2.08% | −50.0% | Reduced |
| Stonebridge Capital Advisors LLC | 21,318 | $10.9M | 1.33% | +283+1.3% | Added |
| Goelzer Investment Management, Inc. | 21,283 | $10.9M | 1.05% | −285−1.3% | Reduced |
| Tradewinds, LLC. | 21,283 | $10.9M | 7.43% | +21,283 | New |
| Conning Inc. | 21,248 | $10.9M | 0.33% | −891−4.0% | Reduced |
| Hudson Valley Investment Advisors Inc | 21,219 | $10.9M | 1.70% | −301−1.4% | Reduced |
| Group One Trading, L.P. | 21,121 | $10.8M | 0.31% | −53,659−71.8% | Reduced |
| St Germain D J Co Inc | 21,118 | $10.8M | 0.72% | −22−0.1% | Reduced |
| Roundview Capital LLC | 21,086 | $10.8M | 1.30% | −126−0.6% | Reduced |
| Penobscot Investment Management Company, Inc. | 20,831 | $10.7M | 1.85% | +192+0.9% | Added |
| Security National Bank | 20,788 | $10.7M | 2.97% | −477−2.2% | Reduced |
| WoodTrust Financial Corp | 20,753 | $10.7M | 2.39% | +324+1.6% | Added |
| Sargent Bickham Lagudis LLC | 20,585 | $10.6M | 0.91% | −1,102−5.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 20,571 | $10.6M | 0.21% | +2,255+12.3% | Added |
| Horizon Investments, LLC | 20,560 | $10.6M | 0.34% | −14,160−40.8% | Reduced |
| American Trust | 20,491 | $10.5M | 0.85% | −3,363−14.1% | Reduced |
| Foundations Investment Advisors, LLC | 20,421 | $10.5M | 0.44% | +8,882+77.0% | Added |
| Marvin & Palmer Associates Inc | 20,473 | $10.5M | 5.41% | −550−2.6% | Reduced |
| Prospera Financial Services Inc | 20,359 | $10.5M | 0.53% | +4,265+26.5% | Added |
| American National Bank | 20,312 | $10.4M | 2.49% | +156+0.8% | Added |
| Strong Tower Advisory Services | 20,309 | $10.4M | 5.66% | −135−0.7% | Reduced |
| Profund Advisors LLC | 20,300 | $10.4M | 0.66% | −2,097−9.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 20,286 | $10.4M | 0.46% | −450−2.2% | Reduced |
| Greenwich Wealth Management LLC | 20,181 | $10.4M | 1.37% | +54+0.3% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $10.3M | 11.03% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 20,051 | $10.3M | 0.17% | +3,800+23.4% | Added |
| Caldwell Trust Co | 20,042 | $10.3M | 1.42% | +77+0.4% | Added |
| Sumitomo Life Insurance Co | 19,921 | $10.2M | 0.29% | +892+4.7% | Added |