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 |
|---|---|---|---|---|---|
| Highland Capital Management, LLC | 19,795 | $10.2M | 0.73% | −680−3.3% | Reduced |
| Kestra Private Wealth Services, LLC | 19,771 | $10.2M | 0.58% | +3,444+21.1% | Added |
| Covington Investment Advisors Inc. | 19,727 | $10.1M | 2.56% | −70−0.4% | Reduced |
| Telemus Capital, LLC | 19,656 | $10.1M | 0.98% | −6,214−24.0% | Reduced |
| Triasima Portfolio Management inc. | 19,607 | $10.1M | 0.71% | +660+3.5% | Added |
| Advanced Asset Management Advisors Inc | 19,570 | $10.1M | 2.58% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 19,474 | $10.0M | 2.19% | +286+1.5% | Added |
| Berger Financial Group, Inc | 19,410 | $9.97M | 1.46% | +805+4.3% | Added |
| Stratos Wealth Partners, LTD. | 19,334 | $9.93M | 0.25% | +1,623+9.2% | Added |
| WESPAC Advisors SoCal, LLC | 19,274 | $9.90M | 3.78% | −522−2.6% | Reduced |
| Estabrook Capital Management | 19,268 | $9.90M | 1.70% | −550−2.8% | Reduced |
| Empirical Finance, LLC | 19,195 | $9.86M | 1.26% | −229−1.2% | Reduced |
| Citizens Business Bank | 19,186 | $9.86M | 1.40% | −1,221−6.0% | Reduced |
| Motco | 19,141 | $9.83M | 0.74% | −170−0.9% | Reduced |
| Polaris Wealth Advisory Group, LLC | 19,075 | $9.80M | 0.78% | +17,065+849.0% | Added |
| Axxcess Wealth Management, LLC | 19,019 | $9.77M | 0.96% | +899+5.0% | Added |
| Evoke Wealth, LLC | 19,006 | $9.76M | 0.36% | −1,263−6.2% | Reduced |
| Princeton Global Asset Management LLC | 18,863 | $9.69M | 3.13% | +28+0.1% | Added |
| Gamco Investors, Inc. Et Al | 18,806 | $9.66M | 0.11% | +4,618+32.5% | Added |
| Arden Trust Co | 18,794 | $9.65M | 2.22% | −1,046−5.3% | Reduced |
| Toroso Investments, LLC | 18,734 | $9.62M | 0.35% | −1,164−5.8% | Reduced |
| Lincoln Capital Corp | 18,716 | $9.61M | 6.20% | +643+3.6% | Added |
| Orion Portfolio Solutions, LLC | 18,682 | $9.60M | 0.38% | −2,561−12.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 18,672 | $9.59M | 0.81% | +17,042+1,045.5% | Added |
| Ibex Wealth Advisors | 18,637 | $9.57M | 2.20% | −172−0.9% | Reduced |
| Fragasso Group Inc. | 18,639 | $9.57M | 1.29% | +536+3.0% | Added |
| Toth Financial Advisory Corp | 18,526 | $9.52M | 1.66% | +399+2.2% | Added |
| Pacer Advisors, Inc. | 18,519 | $9.51M | 0.07% | −29,947−61.8% | Reduced |
| Highline Capital Management, L.P. | 18,465 | $9.48M | 16.38% | +2,444+15.3% | Added |
| Ascent Wealth Partners, LLC | 18,973 | $9.46M | 2.13% | +372+2.0% | Added |
| Farmers & Merchants Trust Co of Long Beach | 18,329 | $9.41M | 2.87% | +137+0.8% | Added |
| Wright Investors Service Inc | 18,321 | $9.41M | 2.69% | −726−3.8% | Reduced |
| Apollon Wealth Management, LLC | 18,317 | $9.41M | 0.78% | +80.0% | Added |
| Chronos Wealth Management, LLC | 18,293 | $9.40M | 7.05% | −545−2.9% | Reduced |
| Signaturefd, LLC | 18,181 | $9.34M | 0.32% | +494+2.8% | Added |
| Ninety One North America, Inc. | 18,129 | $9.31M | 0.41% | −17,546−49.2% | Reduced |
| Gladstone Institutional Advisory LLC | 18,043 | $9.27M | 0.73% | −2,742−13.2% | Reduced |
| Burt Wealth Advisors | 17,983 | $9.24M | 3.21% | −255−1.4% | Reduced |
| L & S Advisors Inc | 17,940 | $9.21M | 1.54% | −5,726−24.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 17,907 | $9.20M | 0.57% | +1,674+10.3% | Added |
| MainStreet Investment Advisors LLC | 17,868 | $9.18M | 1.05% | −1,055−5.6% | Reduced |
| LGT Fund Management Co Ltd. | 17,860 | $9.17M | 1.35% | 00.0% | Unchanged |
| RNC Capital Management LLC | 17,747 | $9.12M | 0.52% | +7,275+69.5% | Added |
| Dixon Hubard Feinour & Brown Inc | 17,722 | $9.10M | 1.08% | +14,607+468.9% | Added |
| BTC Capital Management, Inc. | 17,571 | $9.05M | 1.11% | −549−3.0% | Reduced |
| Consolidated Investment Group LLC | 17,600 | $9.04M | 1.72% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 17,525 | $9.00M | 2.58% | +8,140+86.7% | Added |
| Ledyard National Bank | 17,518 | $9.00M | 1.09% | −6,242−26.3% | Reduced |
| Contravisory Investment Management, Inc. | 17,475 | $8.98M | 2.91% | −555−3.1% | Reduced |
| Moody National Bank Trust Division | 17,423 | $8.95M | 0.94% | −82−0.5% | Reduced |
| Sonora Investment Management Group, LLC | 17,366 | $8.92M | 0.84% | +932+5.7% | Added |
| Cyrus J. Lawrence, LLC | 17,250 | $8.86M | 2.55% | +14,530+534.2% | Added |
| AIA Group Ltd | 17,188 | $8.83M | 0.47% | +3,320+23.9% | Added |
| Elk River Wealth Management, LLC | 17,166 | $8.82M | 2.23% | +166+1.0% | Added |
| Silvercrest Asset Management Group LLC | 17,072 | $8.77M | 0.07% | −248−1.4% | Reduced |
| Consolidated Planning Corp | 17,073 | $8.77M | 2.74% | +15,556+1,025.4% | Added |
| Kesler, Norman & Wride, LLC | 17,014 | $8.74M | 2.42% | −1,887−10.0% | Reduced |
| Parallel Advisors, LLC | 17,011 | $8.74M | 0.40% | +982+6.1% | Added |
| Meritage Portfolio Management | 16,939 | $8.70M | 0.68% | +298+1.8% | Added |
| Advisory Services Network, LLC | 16,916 | $8.69M | 0.30% | +941+5.9% | Added |
| Empire Life Investments Inc. | 16,885 | $8.67M | 0.63% | 00.0% | Unchanged |
| Mader & Shannon Wealth Management, Inc. | 16,858 | $8.66M | 5.17% | −228−1.3% | Reduced |
| Stolper Co | 16,794 | $8.63M | 4.05% | −49−0.3% | Reduced |
| Schnieders Capital Management LLC | 16,727 | $8.59M | 2.56% | +256+1.6% | Added |
| Brown Brothers Harriman & Co | 16,725 | $8.59M | 0.07% | −1,457−8.0% | Reduced |
| Donaldson Capital Management, LLC | 16,711 | $8.58M | 0.44% | −366−2.1% | Reduced |
| Weatherly Asset Management L. P. | 16,703 | $8.58M | 1.19% | −375−2.2% | Reduced |
| Waverton Investment Management Ltd | 16,601 | $8.53M | 0.33% | +16,601 | New |
| Arjuna Capital | 16,598 | $8.53M | 4.13% | +507+3.2% | Added |
| Equitable Trust Co | 16,584 | $8.52M | 0.63% | −1,535−8.5% | Reduced |
| Essex Financial Services, Inc. | 16,568 | $8.51M | 0.95% | −167−1.0% | Reduced |
| Tower Bridge Advisors | 16,504 | $8.48M | 0.69% | +4,173+33.8% | Added |
| Minot Wealth Management LLC | 16,484 | $8.47M | 2.18% | −35−0.2% | Reduced |
| Winmill & Co. Inc | 16,475 | $8.46M | 3.07% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 16,403 | $8.43M | 0.75% | −57−0.3% | Reduced |
| Alerus Financial NA | 16,358 | $8.40M | 0.78% | −5,531−25.3% | Reduced |
| Cozad Asset Management Inc | 16,345 | $8.39M | 1.31% | −635−3.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 16,286 | $8.37M | 0.96% | −1,282−7.3% | Reduced |
| First Interstate Bank | 16,279 | $8.36M | 0.63% | −1,885−10.4% | Reduced |
| S&T Bank | 16,211 | $8.33M | 1.46% | −907−5.3% | Reduced |
| China Universal Asset Management Co., Ltd. | 16,196 | $8.32M | 3.50% | −6,873−29.8% | Reduced |
| Quantinno Capital Management LP | 16,186 | $8.31M | 1.20% | +2,424+17.6% | Added |
| Anchor Investment Management, LLC | 16,184 | $8.31M | 1.21% | −523−3.1% | Reduced |
| Private Advisory Group LLC | 16,147 | $8.29M | 1.88% | +786+5.1% | Added |
| Harbour Capital Advisors, LLC | 16,098 | $8.27M | 2.70% | +116+0.7% | Added |
| Sowell Financial Services LLC | 16,081 | $8.26M | 0.76% | +16,081 | New |
| Sigma Investment Counselors Inc | 16,058 | $8.25M | 0.67% | −25−0.2% | Reduced |
| Blue Edge Capital, LLC | 16,039 | $8.24M | 1.91% | −118−0.7% | Reduced |
| Primecap Management Co | 16,039 | $8.24M | 0.01% | −166−1.0% | Reduced |
| Asset Planning Services Inc | 16,000 | $8.22M | 5.38% | −60−0.4% | Reduced |
| Integrated Advisors Network LLC | 15,973 | $8.20M | 0.53% | +5,759+56.4% | Added |
| KCM Investment Advisors LLC | 15,932 | $8.18M | 0.36% | −407−2.5% | Reduced |
| Schechter Investment Advisors, LLC | 15,901 | $8.17M | 0.80% | −685−4.1% | Reduced |
| KMG Fiduciary Partners, LLC | 15,902 | $8.17M | 1.52% | −530−3.2% | Reduced |
| HighPoint Advisor Group LLC | 15,814 | $8.15M | 0.89% | +15,814 | New |
| Autus Asset Management, LLC | 15,836 | $8.13M | 1.45% | +173+1.1% | Added |
| Zions Bancorporation, N.A. | 15,833 | $8.13M | 0.81% | +3,539+28.8% | Added |
| Cubic Asset Management, LLC | 15,803 | $8.12M | 2.19% | −845−5.1% | Reduced |
| Murphy Capital Management Inc | 15,786 | $8.11M | 1.13% | −311−1.9% | Reduced |
| Altium Wealth Management LLC | 15,758 | $8.09M | 0.58% | +1,090+7.4% | Added |