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, 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
- 2,998
- +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
- 1,239 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.
| 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, Q3 2022
Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bluestein R H & Co | 1,629 | $823.0K | 0.05% | +42+2.6% | Added |
| LWM Advisory Services, LLC | 1,622 | $824.0K | 0.93% | +151+10.3% | Added |
| WC Walker & Associates, Inc. | 1,517 | $824.0K | 0.47% | +605+66.3% | Added |
| Founders Capital Management, LLC | 1,641 | $829.0K | 0.23% | 00.0% | Unchanged |
| Gould Asset Management LLC | 1,643 | $830.0K | 0.28% | −43−2.6% | Reduced |
| Adviser Investments LLC | 1,643 | $830.0K | 0.06% | +125+8.2% | Added |
| WealthPlan Investment Management, LLC | 1,533 | $832.0K | 0.06% | +1,533 | New |
| Marotta Asset Management | 1,650 | $833.3K | 0.22% | −33−2.0% | Reduced |
| First National Bank of Hutchinson | 1,650 | $834.0K | 0.67% | +107+6.9% | Added |
| Clear Creek Financial Management, LLC | 1,655 | $836.0K | 0.18% | −126−7.1% | Reduced |
| Eudaimonia Advisors LLC | 1,663 | $840.0K | 0.61% | −83−4.8% | Reduced |
| Meadow Creek Wealth Advisors LLC | 1,664 | $840.0K | 1.11% | +23+1.4% | Added |
| Cornerstone Wealth Management, LLC | 1,667 | $842.0K | 0.09% | +78+4.9% | Added |
| Private Portfolio Partners LLC | 1,670 | $843.4K | 0.24% | −44−2.6% | Reduced |
| WealthTrust Axiom LLC | 1,675 | $845.0K | 0.32% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 1,676 | $847.0K | 0.69% | 00.0% | Unchanged |
| Bowman & Co S.C. | 1,679 | $848.0K | 0.77% | +62+3.8% | Added |
| Cerro Pacific Wealth Advisors LLC | 1,680 | $848.0K | 0.51% | +358+27.1% | Added |
| Graves-Light Private Wealth Management, Inc. | 1,682 | $849.0K | 0.14% | +18+1.1% | Added |
| Waterfront Wealth Inc. | 1,559 | $849.0K | 0.32% | +285+22.4% | Added |
| Vista Finance, LLC | 1,684 | $851.0K | 1.03% | +83+5.2% | Added |
| Chicago Capital, LLC | 1,685 | $851.0K | 0.05% | +613+57.2% | Added |
| Source Financial Advisors LLC | 1,691 | $854.0K | 0.34% | +32+1.9% | Added |
| Aire Advisors, LLC | 1,691 | $855.0K | 0.29% | +170+11.2% | Added |
| Emerald Advisers, LLC | 1,694 | $856.0K | 0.04% | +195+13.0% | Added |
| Krilogy Financial LLC | 1,698 | $857.0K | 0.10% | −102−5.7% | Reduced |
| TCI Wealth Advisors, Inc. | 1,705 | $861.0K | 0.14% | −38−2.2% | Reduced |
| First Affirmative Financial Network | 1,706 | $862.0K | 1.10% | −288−14.4% | Reduced |
| Summit Wealth Group, LLC | 1,713 | $865.0K | 1.02% | −14−0.8% | Reduced |
| Intellectus Partners, LLC | 1,715 | $866.0K | 0.31% | +96+5.9% | Added |
| Concord Wealth Partners | 1,719 | $868.0K | 0.28% | −149−8.0% | Reduced |
| TCM Advisors, LLC | – | $869.0K | 0.97% | – | – |
| Oxinas Partners Wealth Management LLC | 1,722 | $870.0K | 0.72% | +79+4.8% | Added |
| Amarillo National Bank | 1,725 | $871.0K | 0.20% | −24−1.4% | Reduced |
| Asset Management Group, Inc. | 1,724 | $871.0K | 0.22% | −27−1.5% | Reduced |
| F3Logic, LLC | 1,710 | $872.0K | 0.18% | +22+1.3% | Added |
| Heron Bay Capital Management | 1,733 | $875.0K | 0.60% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 1,735 | $876.0K | 0.29% | −104−5.7% | Reduced |
| Advisory Alpha, LLC | 1,736 | $877.0K | 0.07% | −138−7.4% | Reduced |
| Miramar Capital, LLC | 1,626 | $879.0K | 0.24% | −69−4.1% | Reduced |
| Seven Springs Wealth Group, LLC | 1,740 | $879.0K | 0.48% | +100+6.1% | Added |
| Principal Street Partners, LLC | 1,741 | $879.0K | 0.23% | +489+39.1% | Added |
| 1st Source Bank | 1,742 | $880.0K | 0.06% | +215+14.1% | Added |
| Hexagon Capital Partners LLC | 1,748 | $883.0K | 0.26% | −43−2.4% | Reduced |
| GW Henssler & Associates Ltd | 1,754 | $886.0K | 0.07% | −102−5.5% | Reduced |
| First Pacific Financial | 1,757 | $887.0K | 0.51% | +15+0.9% | Added |
| Diversified, LLC | 1,768 | $893.0K | 0.45% | −201−10.2% | Reduced |
| CNB Bank | 1,769 | $893.0K | 0.60% | +218+14.1% | Added |
| Baker Boyer National Bank | 1,777 | $897.0K | 0.40% | −200−10.1% | Reduced |
| Eagle Bay Advisors LLC | 1,773 | $897.0K | 0.56% | −34−1.9% | Reduced |
| OPSEU Pension Plan Trust Fund | 1,748 | $897.0K | 0.24% | +8+0.5% | Added |
| Semmax Financial Advisors Inc. | 1,650 | $899.0K | 0.38% | −300−15.4% | Reduced |
| Argent Advisors, Inc. | 1,779 | $899.0K | 0.52% | −116−6.1% | Reduced |
| Argus Investors' Counsel, Inc. | 1,779 | $899.0K | 0.80% | +191+12.0% | Added |
| MBM Wealth Consultants, LLC | 1,744 | $899.0K | 0.43% | +182+11.7% | Added |
| Renaissance Investment Group LLC | 1,659 | $899.0K | 0.28% | +294+21.5% | Added |
| Global Trust Asset Management, LLC | 1,782 | $900.0K | 0.47% | +86+5.1% | Added |
| Jeppson Wealth Management, LLC | 1,783 | $901.0K | 0.41% | −15−0.8% | Reduced |
| Oldfather Financial Services, LLC | 1,788 | $903.0K | 0.57% | −3−0.2% | Reduced |
| Accurate Wealth Management, LLC | 1,739 | $906.0K | 0.38% | +566+48.3% | Added |
| West Paces Advisors Inc. | 1,797 | $907.6K | 0.32% | +6+0.3% | Added |
| Knights of Columbus Asset Advisors LLC | 1,804 | $911.0K | 0.09% | −116−6.0% | Reduced |
| Redwood Investment Management, LLC | 1,807 | $913.0K | 0.19% | +1,149+174.6% | Added |
| Sunflower Bank, N.A. | 1,810 | $915.0K | 0.21% | −178−9.0% | Reduced |
| Everett Harris & Co | 1,813 | $916.0K | 0.02% | −51−2.7% | Reduced |
| Northwest Bancshares, Inc. | 1,822 | $920.0K | 0.21% | 00.0% | Unchanged |
| JSF Financial, LLC | 1,822 | $920.0K | 0.35% | +10+0.6% | Added |
| FSB Premier Wealth Management, Inc. | 1,825 | $921.0K | 0.54% | +27+1.5% | Added |
| BSW Wealth Partners | 1,837 | $928.0K | 0.23% | −180−8.9% | Reduced |
| DAGCO, Inc. | 1,840 | $929.0K | 0.58% | −20−1.1% | Reduced |
| Avory & Company, LLC | 1,841 | $930.0K | 0.79% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,850 | $934.0K | 0.50% | 00.0% | Unchanged |
| Ergoteles LLC | 1,860 | $939.0K | 0.03% | +1,860 | New |
| Steel Peak Wealth Management LLC | 1,867 | $943.0K | 0.07% | +400+27.3% | Added |
| Hallmark Capital Management Inc | 1,871 | $944.0K | 0.09% | −805−30.1% | Reduced |
| Campion Asset Management LLC | 1,870 | $944.0K | 1.00% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 1,869 | $944.0K | 0.78% | +63+3.5% | Added |
| Strategy Asset Managers LLC | 1,873 | $946.0K | 0.26% | +913+95.1% | Added |
| Castle Rock Wealth Management, LLC | 1,896 | $947.0K | 0.48% | −43−2.2% | Reduced |
| Texas Yale Capital Corp. | 1,877 | $948.0K | 0.06% | +220+13.3% | Added |
| Detalus Advisors, LLC | 1,883 | $951.0K | 0.57% | 00.0% | Unchanged |
| Camden National Bank | 1,887 | $953.0K | 0.21% | −34−1.8% | Reduced |
| Cardiff Park Advisors, LLC | 1,893 | $956.0K | 0.15% | −46−2.4% | Reduced |
| Abacus Planning Group, Inc. | 1,892 | $956.0K | 0.29% | +18+1.0% | Added |
| Profit Investment Management, LLC | 1,896 | $957.0K | 0.73% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 1,895 | $957.0K | 0.76% | +13+0.7% | Added |
| Blodgett Wealth Advisors, LLC | 1,901 | $960.0K | 1.16% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 1,902 | $960.0K | 0.17% | +100+5.5% | Added |
| Virginia Wealth Management Group, Inc. | 1,901 | $960.0K | 0.72% | +135+7.6% | Added |
| CVA Family Office, LLC | 1,906 | $963.0K | 0.26% | +450+30.9% | Added |
| Berkeley Capital Partners, LLC | 1,919 | $969.0K | 0.42% | −1−0.1% | Reduced |
| Saxon Interests, Inc. | 1,838 | $969.0K | 0.59% | −49−2.6% | Reduced |
| OneAscent Financial Services LLC | 1,919 | $969.0K | 0.38% | +48+2.6% | Added |
| 1776 Wealth LLC | 1,926 | $972.0K | 0.74% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 1,924 | $972.0K | 0.84% | +8+0.4% | Added |
| Stelac Advisory Services LLC | 1,923 | $972.0K | 0.44% | +431+28.9% | Added |
| Archer Investment Corp | 1,927 | $973.2K | 0.41% | −35−1.8% | Reduced |
| Professional Financial Advisors, LLC | 1,928 | $974.0K | 0.60% | −14−0.7% | Reduced |
| V Wealth Advisors LLC | 1,931 | $975.0K | 0.20% | −852−30.6% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 1,760 | $977.0K | 1.19% | 00.0% | Unchanged |