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 |
|---|---|---|---|---|---|
| Disciplined Equity Management, Inc. | 1,938 | $979.0K | 0.97% | +1,278+193.6% | Added |
| Altfest L J & Co Inc | 1,942 | $981.0K | 0.18% | +44+2.3% | Added |
| FRG Family Wealth Advisors LLC | 1,960 | $990.0K | 0.24% | +7+0.4% | Added |
| Ropes Wealth Advisors LLC | 1,963 | $991.0K | 0.21% | +22+1.1% | Added |
| DGS Capital Management, LLC | 1,963 | $991.4K | 0.66% | +214+12.2% | Added |
| Wall Street Access Asset Management, LLC | 1,968 | $993.0K | 0.71% | −938−32.3% | Reduced |
| IVC Wealth Advisors LLC | 1,974 | $997.0K | 0.80% | +8+0.4% | Added |
| Maxele Advisors, LLC | 1,974 | $997.2K | 1.67% | −5−0.3% | Reduced |
| Prudent Man Advisors, LLC | 1,979 | $999.0K | 0.47% | −10−0.5% | Reduced |
| Jacobi Capital Management LLC | 1,982 | $1.00M | 0.14% | −105−5.0% | Reduced |
| Forte Capital LLC | 1,983 | $1.00M | 0.18% | +15+0.8% | Added |
| Seelaus Asset Management LLC | 1,986 | $1.00M | 0.80% | +40+2.1% | Added |
| Arvest Trust Co N A | 1,990 | $1.00M | 0.07% | −71−3.4% | Reduced |
| Carmignac Gestion | 2,000 | $1.01M | 0.02% | +2,000 | New |
| Fort Point Capital Partners LLC | 2,007 | $1.01M | 0.19% | +143+7.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,014 | $1.02M | 0.25% | −33−1.6% | Reduced |
| TLWM | 7,747 | $1.02M | 0.48% | +5,292+215.6% | Added |
| Saturna Capital CORP | 2,025 | $1.02M | 0.02% | +45+2.3% | Added |
| American Money Management, LLC | 2,031 | $1.03M | 0.31% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 2,031 | $1.03M | 0.15% | +868+74.6% | Added |
| Atlas Brown,Inc. | 2,036 | $1.03M | 0.52% | −82−3.9% | Reduced |
| Montecito Bank & Trust | 2,038 | $1.03M | 0.27% | −145−6.6% | Reduced |
| 44 Wealth Management LLC | 2,042 | $1.03M | 0.42% | −958−31.9% | Reduced |
| Western Financial Corporation | 2,042 | $1.03M | 0.72% | +1,396+216.1% | Added |
| Enhancing Capital LLC | 2,050 | $1.03M | 1.28% | 00.0% | Unchanged |
| McDaniel Terry & Co | 2,061 | $1.04M | 0.13% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,066 | $1.04M | 0.12% | +93+4.7% | Added |
| ProVise Management Group, LLC | 2,070 | $1.05M | 0.12% | −128−5.8% | Reduced |
| Briggs Advisory Group, Inc. | 2,072 | $1.05M | 0.78% | −39−1.8% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 2,080 | $1.05M | 0.73% | −40−1.9% | Reduced |
| Sompo Asset Management Co., Ltd. | 2,080 | $1.05M | 0.27% | +1,060+103.9% | Added |
| GoalVest Advisory LLC | 2,081 | $1.05M | 0.74% | −1,242−37.4% | Reduced |
| Pinnacle Bancorp, Inc. | 2,087 | $1.05M | 0.46% | 00.0% | Unchanged |
| Versor Investments LP | 2,088 | $1.05M | 0.06% | −377−15.3% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 2,090 | $1.06M | 0.08% | +55+2.7% | Added |
| Convergence Investment Partners, LLC | 2,094 | $1.06M | 0.69% | −462−18.1% | Reduced |
| Evergreen Wealth Solutions, LLC | 2,094 | $1.06M | 1.50% | +45+2.2% | Added |
| McLean Asset Management Corp | 2,095 | $1.06M | 0.41% | +23+1.1% | Added |
| Bluesphere Advisors, LLC | 2,101 | $1.06M | 1.06% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 2,103 | $1.06M | 1.60% | +142+7.2% | Added |
| Titleist Asset Management, Ltd. | 2,105 | $1.06M | 0.25% | −136−6.1% | Reduced |
| Secure Asset Management, LLC | 2,109 | $1.06M | 0.60% | +37+1.8% | Added |
| Riverwater Partners LLC | 2,110 | $1.07M | 1.06% | −68−3.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 2,114 | $1.07M | 0.56% | +3+0.1% | Added |
| Copperwynd Financial, LLC | 2,125 | $1.07M | 0.62% | −73−3.3% | Reduced |
| MTM Investment Management, LLC | 2,129 | $1.07M | 0.61% | +370+21.0% | Added |
| Franklin Street Advisors Inc | 2,136 | $1.08M | 0.11% | −80−3.6% | Reduced |
| E Fund Management Co., Ltd. | 2,142 | $1.08M | 0.10% | +75+3.6% | Added |
| Epiq Partners, LLC | 2,148 | $1.08M | 0.67% | 00.0% | Unchanged |
| American State Bank (Iowa) | 2,153 | $1.09M | 0.94% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 2,156 | $1.09M | 0.20% | +357+19.8% | Added |
| Capital Market Strategies LLC | 2,159 | $1.09M | 1.23% | +32+1.5% | Added |
| Allred Capital Management, LLC | 2,175 | $1.10M | 0.68% | +7+0.3% | Added |
| Safeguard Investment Advisory Group, LLC | 2,176 | $1.10M | 0.75% | +18+0.8% | Added |
| Cladis Investment Advisory, LLC | 2,186 | $1.10M | 1.20% | +9+0.4% | Added |
| Hirtle Callaghan & Co LLC | 2,189 | $1.11M | 0.08% | +799+57.5% | Added |
| Scharf Investments, LLC | 2,194 | $1.11M | 0.04% | +446+25.5% | Added |
| Planning Center, Inc. | 2,220 | $1.11M | 0.88% | −38−1.7% | Reduced |
| CFM Wealth Partners LLC | 2,210 | $1.12M | 0.36% | +1,005+83.4% | Added |
| Ssi Investment Management LLC | 2,215 | $1.12M | 0.08% | +5+0.2% | Added |
| Wealth Alliance Advisory Group, LLC | 2,221 | $1.12M | 0.49% | −10−0.4% | Reduced |
| Wealth Management Partners, LLC | 2,000 | $1.12M | 0.99% | 00.0% | Unchanged |
| ERn Financial, LLC | 2,230 | $1.13M | 0.29% | −102−4.4% | Reduced |
| Prentice Wealth Management LLC | 2,162 | $1.13M | 0.62% | −20−0.9% | Reduced |
| Deseret Mutual Benefit Administrators | 2,235 | $1.13M | 0.32% | −622−21.8% | Reduced |
| Fortis Capital Management LLC | 2,236 | $1.13M | 0.97% | −20−0.9% | Reduced |
| Nicolet Bankshares Inc | 2,238 | $1.13M | 0.32% | −367−14.1% | Reduced |
| Fiduciary Planning LLC | 2,246 | $1.13M | 0.58% | −19−0.8% | Reduced |
| Lederer & Associates Investment Counsel | 2,247 | $1.14M | 0.96% | −174−7.2% | Reduced |
| Park National Corp | 2,248 | $1.14M | 0.06% | +10.0% | Added |
| Quantum Private Wealth, LLC | 2,248 | $1.14M | 0.71% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 2,252 | $1.14M | 0.79% | −119−5.0% | Reduced |
| Paulson Wealth Management Inc. | 2,255 | $1.14M | 0.61% | −498−18.1% | Reduced |
| Hall Capital Management Co Inc | 2,264 | $1.14M | 0.76% | +2,264 | New |
| Ausdal Financial Partners, Inc. | 2,276 | $1.15M | 0.18% | +25+1.1% | Added |
| QVR LLC | 2,282 | $1.15M | 1.05% | −212−8.5% | Reduced |
| Sargent Investment Group, LLC | 2,227 | $1.16M | 0.36% | +37+1.7% | Added |
| Plante Moran Financial Advisors, LLC | 2,295 | $1.16M | 0.20% | −76−3.2% | Reduced |
| Toews Corp | 2,300 | $1.16M | 0.85% | −100−4.2% | Reduced |
| Drive Wealth Management, LLC | 2,313 | $1.17M | 1.11% | +270+13.2% | Added |
| Aevitas Wealth Management, Inc. | 2,320 | $1.17M | 0.88% | +3+0.1% | Added |
| Asset Advisors Investment Management, LLC | 2,325 | $1.17M | 0.17% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 2,324 | $1.18M | 0.79% | +719+44.8% | Added |
| Alpha DNA Investment Management LLC | 2,331 | $1.18M | 1.02% | +2,331 | New |
| Crawford Investment Counsel Inc | 2,335 | $1.18M | 0.03% | −192−7.6% | Reduced |
| Hollencrest Capital Management | 2,337 | $1.18M | 0.15% | +19+0.8% | Added |
| Valtinson Bruner Financial Planning LLC | 2,349 | $1.19M | 0.73% | +106+4.7% | Added |
| Geller Advisors LLC | 2,351 | $1.19M | 0.26% | +598+34.1% | Added |
| Uncommon Cents Investing LLC | 2,355 | $1.19M | 0.50% | −15−0.6% | Reduced |
| Resurgent Financial Advisors LLC | 2,372 | $1.20M | 0.83% | +834+54.2% | Added |
| Missouri Trust & Investment Co | 2,375 | $1.20M | 0.78% | −153−6.1% | Reduced |
| First Commonwealth Financial Corp | 2,380 | $1.20M | 0.50% | −10.0% | Reduced |
| Vigilare Wealth Management | 2,381 | $1.20M | 1.55% | +81+3.5% | Added |
| Regent Peak Wealth Advisors LLC | 2,383 | $1.20M | 0.42% | −2,649−52.6% | Reduced |
| 626 Financial, LLC | 2,388 | $1.21M | 0.98% | +10.0% | Added |
| North Star Asset Management Inc | 2,387 | $1.21M | 0.08% | +18+0.8% | Added |
| Sterling Investment Counsel, LLC | 2,393 | $1.21M | 0.88% | +50+2.1% | Added |
| Westhampton Capital, LLC | 2,392 | $1.21M | 0.91% | +10+0.4% | Added |
| SC&H Financial Advisors, Inc. | 2,394 | $1.21M | 0.60% | −490−17.0% | Reduced |
| Trustcore Financial Services, LLC | 2,394 | $1.21M | 0.11% | +12+0.5% | Added |