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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; 3,394 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, Q3 2022

Institutional positions in UnitedHealth Group Inc as of Sep 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
2,999
+72 vs. Q2 2022
Shares held
818.9M
−1.95M (−0.2%) vs. Q2 2022
Total value
$413.5B
−$8.32B (−2.0%) vs. Q2 2022
New holders
149
1,240 more added
Sold out
77
1,218 more reduced

38 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2022: 2,999 institutions
Q1 2021: 2,516 institutionsQ2 2021: 2,592 institutionsQ3 2021: 2,573 institutionsQ4 2021: 2,909 institutionsQ1 2022: 2,966 institutionsQ2 2022: 2,965 institutionsQ3 2022: 2,999 institutionsQ4 2022: 3,160 institutionsQ1 2023: 3,115 institutionsQ2 2023: 3,137 institutionsQ3 2023: 3,145 institutionsQ4 2023: 3,422 institutionsQ1 2024: 3,385 institutionsQ2 2024: 3,407 institutionsQ3 2024: 3,477 institutionsQ4 2024: 3,685 institutionsQ1 2025: 3,614 institutionsQ2 2025: 3,186 institutionsQ3 2025: 3,169 institutionsQ4 2025: 3,312 institutionsQ1 2026: 3,055 institutionsQ2 2026: 3,394 institutions
Value heldQ3 2022: $413.5B
Q1 2021: $307.3BQ2 2021: $330.1BQ3 2021: $321.7BQ4 2021: $413.9BQ1 2022: $418.3BQ2 2022: $422.0BQ3 2022: $413.5BQ4 2022: $434.2BQ1 2023: $383.6BQ2 2023: $388.4BQ3 2023: $407.5BQ4 2023: $428.0BQ1 2024: $398.9BQ2 2024: $411.9BQ3 2024: $474.6BQ4 2024: $409.5BQ1 2025: $424.3BQ2 2025: $241.1BQ3 2025: $253.5BQ4 2025: $248.2BQ1 2026: $202.4BQ2 2026: $325.1B
Institutions holding UNH and their total value by quarter
QuarterHoldersValue
Q2 20263,394$325.1B
Q1 20263,055$202.4B
Q4 20253,312$248.2B
Q3 20253,169$253.5B
Q2 20253,186$241.1B
Q1 20253,614$424.3B
Q4 20243,685$409.5B
Q3 20243,477$474.6B
Q2 20243,407$411.9B
Q1 20243,385$398.9B
Q4 20233,422$428.0B
Q3 20233,145$407.5B
Q2 20233,137$388.4B
Q1 20233,115$383.6B
Q4 20223,160$434.2B
Q3 20222,999$413.5B
Q2 20222,965$422.0B
Q1 20222,966$418.3B
Q4 20212,909$413.9B
Q3 20212,573$321.7B
Q2 20212,592$330.1B
Q1 20212,516$307.3B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q2 2022.

Institutions holding UNH in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
J.Safra Asset Management Corp206$00.00%+7+3.5%Added
First Command Advisory Services, Inc.5$00.00%−2−28.6%Reduced
Cedar Wealth Management, LLC6$3.00K0.00%−2−25.0%Reduced
Altshuler Shaham Ltd8$4.00K0.00%−2−20.0%Reduced
McMillion Capital Management Inc8$4.00K0.00%00.0%Unchanged
HBC Financial Services, PLLC8$4.00K0.00%00.0%Unchanged
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.10$5.00K0.07%00.0%Unchanged
Knuff & Co LLC11$6.00K0.00%00.0%Unchanged
HighMark Wealth Management LLC13$7.00K0.01%00.0%Unchanged
Norwood Financial Corp14$7.00K0.01%+14New
Truvestments Capital LLC16$8.00K0.01%00.0%Unchanged
Rocky Mountain Advisers, LLC18$9.00K0.01%00.0%Unchanged
NewSquare Capital LLC18$9.00K0.00%00.0%Unchanged
Schubert & Co18$9.00K0.01%+2+12.5%Added
Kathleen S. Wright Associates Inc.17$9.00K0.01%+17New
Longfellow Investment Management Co LLC19$10.0K0.00%00.0%Unchanged
Ranger Investment Management, L.P.22$11.0K0.00%00.0%Unchanged
Morgan Dempsey Capital Management LLC24$12.0K0.00%+24New
Axim Planning & Wealth25$13.0K0.01%−15−37.5%Reduced
Bourgeon Capital Management LLC26$13.0K0.00%00.0%Unchanged
Emfo, LLC25$13.0K0.01%00.0%Unchanged
Strategic Asset Management, LLC30$15.0K0.03%+30New
Highline Wealth Partners LLC32$16.2K0.01%+32New
Insight Financial Services33$17.0K0.03%00.0%Unchanged
USA Financial Portformulas Corp34$17.0K0.03%+23+209.1%Added
Mizuho Securities Co. Ltd.35$18.0K0.01%−1−2.8%Reduced
Cowa, LLC35$18.0K0.01%+35New
Carolina Wealth Advisors, LLC42$21.0K0.02%00.0%Unchanged
Arcadia Investment Management Corp41$21.0K0.01%00.0%Unchanged
Goodman Advisory Group, LLC44$22.0K0.01%00.0%Unchanged
DB Wealth Management Group, LLC43$22.0K0.02%00.0%Unchanged
IAG Wealth Partners, LLC44$22.0K0.01%+42+2,100.0%Added
Kelly Financial Services LLC44$22.1K0.01%00.0%Unchanged
Investors Research Corp47$24.0K0.01%+7+17.5%Added
Financial Enhancement Group LLC50$25.0K0.01%00.0%Unchanged
Pacifica Partners Inc.49$25.0K0.02%+13+36.1%Added
Coastal Capital Group, Inc.49$25.0K0.01%+36+276.9%Added
Pflug Koory, LLC52$26.0K0.02%+32+160.0%Added
Knott David M Jr57$29.0K0.01%00.0%Unchanged
Blue Bell Private Wealth Management, LLC60$30.0K0.01%00.0%Unchanged
Cranbrook Wealth Management, LLC60$30.0K0.01%00.0%Unchanged
Stuart Chaussee & Associates, Inc.61$31.0K0.07%00.0%Unchanged
Johnson Midwest Financial, LLC61$31.0K0.12%00.0%Unchanged
Advocacy Wealth Management Services, LLC58$31.0K0.00%00.0%Unchanged
Baillie Gifford & Co67$34.0K0.00%00.0%Unchanged
Belmont Capital, LLC67$34.0K0.04%+50+294.1%Added
Bradley & Co. Private Wealth Management, LLC70$35.0K0.04%00.0%Unchanged
O'Dell Group, LLC69$35.0K0.01%+30+76.9%Added
Tucker Asset Management LLC64$35.5K0.01%00.0%Unchanged
Rise Advisors, LLC72$36.0K0.03%00.0%Unchanged
Fairfield Financial Advisors, LTD72$36.3K0.02%+40+125.0%Added
Legend Financial Advisors, Inc.73$36.9K0.03%+73New
Evolution Advisers, Inc.75$37.0K0.03%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.76$38.4K0.01%00.0%Unchanged
Sageworth Trust Co82$41.0K0.00%−463−85.0%Reduced
Cedar Mountain Advisors, LLC81$41.0K0.01%00.0%Unchanged
American Research & Management Co.85$43.0K0.01%−10−10.5%Reduced
St. James Investment Advisors, LLC88$44.0K0.10%+12+15.8%Added
Level Financial Advisors, Inc.90$45.0K0.03%00.0%Unchanged
Trust Co98$49.0K0.01%00.0%Unchanged
PFG Private Wealth Management, LLC98$49.0K0.03%+7+7.7%Added
Annapolis Financial Services, LLC99$50.0K0.02%+41+70.7%Added
Halpern Financial, Inc.100$50.5K0.02%−22−18.0%Reduced
Beaird Harris Wealth Management, LLC100$51.0K0.01%00.0%Unchanged
Gibson Wealth Advisors LLC100$51.0K0.06%00.0%Unchanged
Sage Private Wealth Group, LLC103$52.0K0.07%00.0%Unchanged
Bromfield Sneider Wealth Advisors105$53.0K0.06%00.0%Unchanged
Vienna Asset Management LLC109$55.0K0.15%+109New
Tacita Capital Inc112$57.0K0.04%−28−20.0%Reduced
PSI Advisors, LLC115$58.0K0.03%−220−65.7%Reduced
Bellwether Advisors, LLC118$59.0K0.02%+82+227.8%Added
Ogorek Anthony Joseph121$61.0K0.03%00.0%Unchanged
Delos Wealth Advisors, LLC121$61.0K0.07%+27+28.7%Added
Moisand Fitzgerald Tamayo, LLC121$61.0K0.02%+114+1,628.6%Added
Bellevue Asset Management, LLC122$62.0K0.05%00.0%Unchanged
West Oak Capital, LLC125$63.0K0.03%00.0%Unchanged
Baldrige Asset Management LLC125$63.0K0.03%00.0%Unchanged
Operose Advisors LLC124$63.0K0.04%00.0%Unchanged
Guardian Wealth Management, Inc.127$64.0K0.07%00.0%Unchanged
Grayhawk Investment Strategies Inc.94$65.0K0.04%00.0%Unchanged
Klaas Financial Asset Advisors, LLC131$66.0K0.02%00.0%Unchanged
Pin Oak Investment Advisors Inc134$68.0K0.09%00.0%Unchanged
Wagner Wealth Management, LLC141$71.0K0.05%−50−26.2%Reduced
Activest Wealth Management142$72.0K0.02%+14+10.9%Added
Retirement Group, LLC146$74.0K0.06%−177−54.8%Reduced
Roble, Belko & Company, Inc146$74.0K0.02%00.0%Unchanged
Accel Wealth Management146$76.0K0.04%00.0%Unchanged
Selway Asset Management150$76.0K0.04%+150New
Gleason Group, Inc.154$78.0K0.03%00.0%Unchanged
Front Row Advisors LLC158$80.0K0.04%−24−13.2%Reduced
Bay Harbor Wealth Management, LLC158$80.0K0.04%−11−6.5%Reduced
Avion Wealth159$80.0K0.02%00.0%Unchanged
Stephens Consulting, LLC160$80.8K0.07%00.0%Unchanged
Estate Counselors, LLC162$81.0K0.01%00.0%Unchanged
Pacific Center for Financial Services162$82.0K0.03%−8−4.7%Reduced
Beacon Capital Management, LLC166$85.0K0.03%+20+13.7%Added
Coston, McIsaac & Partners173$87.0K0.04%−1−0.6%Reduced
Mint Tower Capital Management B.V.181$91.0K0.01%+181New
Cary Street Partners Asset Management LLC185$94.0K0.02%+185New
Clearview Wealth Advisors LLC188$95.0K0.08%00.0%Unchanged