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 |
|---|---|---|---|---|---|
| Perennial Investment Advisors, LLC | 2,394 | $1.21M | 0.55% | +317+15.3% | Added |
| Pure Financial Advisors, Inc. | 2,400 | $1.21M | 0.07% | +166+7.4% | Added |
| Alta Advisers Ltd | 2,400 | $1.21M | 0.76% | +2,400 | New |
| Wilson & Boucher Capital Management, LLC | 2,402 | $1.21M | 1.41% | −10−0.4% | Reduced |
| Weinberger Asset Management, Inc | 2,403 | $1.21M | 0.84% | +7+0.3% | Added |
| Essex Savings Bank | 2,403 | $1.21M | 0.48% | −42−1.7% | Reduced |
| Global Assets Advisory, LLC | 2,189 | $1.22M | 1.23% | +108+5.2% | Added |
| LVW Advisors, LLC | 2,413 | $1.22M | 0.28% | −37−1.5% | Reduced |
| Ellis Investment Partners, LLC | 2,421 | $1.22M | 0.34% | −1,669−40.8% | Reduced |
| Vivaldi Capital Management, LLC | 2,422 | $1.22M | 0.33% | −246−9.2% | Reduced |
| Baldwin Investment Management, LLC | 2,422 | $1.22M | 0.47% | −204−7.8% | Reduced |
| Opal Wealth Advisors, LLC | 2,422 | $1.22M | 0.89% | −7−0.3% | Reduced |
| Monument Capital Management | 2,421 | $1.22M | 0.46% | +1,036+74.8% | Added |
| Centiva Capital, LP | 2,423 | $1.22M | 0.09% | +2,423 | New |
| Court Place Advisors, LLC | 2,427 | $1.23M | 0.49% | 00.0% | Unchanged |
| FLC Capital Advisors | 2,433 | $1.23M | 0.43% | −699−22.3% | Reduced |
| Presidio Capital Management, LLC | 2,434 | $1.23M | 1.32% | +17+0.7% | Added |
| RKL Wealth Management LLC | 2,435 | $1.23M | 0.18% | −5−0.2% | Reduced |
| Summit Wealth Partners, LLC | 2,453 | $1.24M | 0.35% | +195+8.6% | Added |
| GYL Financial Synergies, LLC | 2,453 | $1.24M | 0.34% | −2−0.1% | Reduced |
| Arcus Capital Partners, LLC | 2,456 | $1.24M | 0.52% | +703+40.1% | Added |
| Meridian Financial Partners LLC | 2,420 | $1.24M | 1.76% | −31−1.3% | Reduced |
| Sutton Wealth Advisors Inc. | 2,460 | $1.24M | 0.51% | −164−6.3% | Reduced |
| Brave Warrior Advisors, LLC | 2,466 | $1.25M | 0.04% | 00.0% | Unchanged |
| Intrua Financial, LLC | 2,473 | $1.25M | 0.33% | −1,576−38.9% | Reduced |
| Bassett Hargrove Investment Counsel, LLC | 2,476 | $1.25M | 2.53% | +2,476 | New |
| Peak Asset Management, LLC | 2,478 | $1.25M | 0.36% | +25+1.0% | Added |
| Confluence Wealth Services, Inc. | 2,486 | $1.25M | 0.53% | −547−18.0% | Reduced |
| Journey Strategic Wealth LLC | 2,488 | $1.26M | 0.17% | +526+26.8% | Added |
| California First Leasing Corp | 2,489 | $1.26M | 0.95% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 2,490 | $1.26M | 0.35% | −520−17.3% | Reduced |
| Clare Market Investments LLC | 2,491 | $1.26M | 0.54% | +1,046+72.4% | Added |
| WT Wealth Management | 2,497 | $1.26M | 0.63% | −9−0.4% | Reduced |
| Ascendant Capital Management, LLC | 2,500 | $1.26M | 5.27% | −500−16.7% | Reduced |
| Apeiron RIA LLC | 2,539 | $1.27M | 0.58% | +21+0.8% | Added |
| Cornerstone Advisory, LLC | 2,515 | $1.27M | 0.28% | −163−6.1% | Reduced |
| St. Johns Investment Management Company, LLC | 2,518 | $1.27M | 0.84% | +8+0.3% | Added |
| Spirit of America Management Corp | 2,525 | $1.27M | 0.30% | +150+6.3% | Added |
| Founders Financial Alliance, LLC | 2,525 | $1.27M | 0.65% | +1,900+304.0% | Added |
| Financial Advisors Network, Inc. | 2,528 | $1.28M | 0.38% | +278+12.4% | Added |
| Everhart Financial Group, Inc. | 2,532 | $1.28M | 0.71% | +338+15.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 2,535 | $1.28M | 0.13% | +2,535 | New |
| Wealth Management Associates, Inc. | 2,536 | $1.28M | 0.90% | +168+7.1% | Added |
| Humankind Investments LLC | 2,536 | $1.28M | 0.62% | +139+5.8% | Added |
| Mason & Associates Inc | 2,542 | $1.28M | 0.45% | +32+1.3% | Added |
| KFA Private Wealth Group, LLC | 2,554 | $1.29M | 0.69% | +10.0% | Added |
| Nicholas Hoffman & Company, LLC. | 2,563 | $1.29M | 0.06% | +2+0.1% | Added |
| Kolinsky Wealth Management, LLC | 2,562 | $1.29M | 1.62% | +14+0.5% | Added |
| One Capital Management, LLC | 2,567 | $1.30M | 0.08% | +140+5.8% | Added |
| Parsons Capital Management Inc | 2,566 | $1.30M | 0.12% | +427+20.0% | Added |
| Total Clarity Wealth Management, Inc. | 2,567 | $1.30M | 0.81% | −48−1.8% | Reduced |
| Townsend Asset Management Corp | 2,571 | $1.30M | 0.73% | +6+0.2% | Added |
| LaFleur & Godfrey LLC | 2,580 | $1.30M | 0.23% | +15+0.6% | Added |
| Stony Point Wealth Management Inc. | 2,597 | $1.31M | 0.97% | −324−11.1% | Reduced |
| Cornercap Investment Counsel Inc | 2,600 | $1.31M | 0.25% | −27−1.0% | Reduced |
| Cim Investment Mangement Inc | 2,600 | $1.31M | 0.58% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 2,601 | $1.31M | 0.49% | +158+6.5% | Added |
| MBL Wealth, LLC | 2,602 | $1.31M | 0.28% | +248+10.5% | Added |
| Buttonwood Financial Advisors Inc. | 2,580 | $1.32M | 1.19% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 2,610 | $1.32M | 0.12% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,614 | $1.32M | 0.40% | +127+5.1% | Added |
| ARS Wealth Advisors Group, LLC | 2,616 | $1.32M | 0.20% | −44−1.7% | Reduced |
| CoreFirst Bank & Trust | 2,617 | $1.32M | 1.14% | +40+1.6% | Added |
| Naviter Wealth, LLC | 2,620 | $1.32M | 0.54% | +140+5.6% | Added |
| MJP Associates Inc | 2,626 | $1.33M | 0.40% | +47+1.8% | Added |
| FirstPurpose Wealth LLC | 2,632 | $1.33M | 0.88% | +1,832+229.0% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 2,633 | $1.33M | 0.38% | +513+24.2% | Added |
| Five Oceans Advisors | 2,635 | $1.33M | 1.05% | +457+21.0% | Added |
| PBMares Wealth Management LLC | 2,638 | $1.33M | 0.58% | +278+11.8% | Added |
| Capital Management Associates | 2,650 | $1.34M | 1.95% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 2,679 | $1.34M | 1.35% | +13+0.5% | Added |
| Edge Capital Group, LLC | 2,655 | $1.34M | 0.11% | +16+0.6% | Added |
| Atlas Capital Advisors LLC | 2,665 | $1.35M | 0.25% | −402−13.1% | Reduced |
| Regal Investment Advisors LLC | 2,669 | $1.35M | 0.14% | −175−6.2% | Reduced |
| Ironwood Investment Counsel, LLC | 2,672 | $1.35M | 0.39% | +592+28.5% | Added |
| Westside Investment Management, Inc. | 2,678 | $1.35M | 0.02% | −76−2.8% | Reduced |
| Endurance Wealth Management, Inc. | 2,685 | $1.36M | 0.22% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,690 | $1.36M | 0.10% | +2,690 | New |
| L.M. Kohn & Company | 2,690 | $1.36M | 0.67% | +12+0.4% | Added |
| First Capital Advisors Group, LLC. | 2,692 | $1.36M | 1.14% | −492−15.5% | Reduced |
| Codex Capital, L.L.C. | 2,700 | $1.36M | 1.17% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 2,700 | $1.36M | 0.53% | +100+3.8% | Added |
| Bluefin Capital Management, LLC | 2,700 | $1.36M | 0.15% | +2,700 | New |
| Droms Strauss Advisors Inc | 2,709 | $1.37M | 0.68% | 00.0% | Unchanged |
| XML Financial, LLC | 2,716 | $1.37M | 0.19% | +456+20.2% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 2,645 | $1.38M | 0.91% | +46+1.8% | Added |
| Chicago Partners Investment Group LLC | 2,532 | $1.38M | 0.10% | +291+13.0% | Added |
| CenterBook Partners LP | 2,740 | $1.38M | 0.27% | −590−17.7% | Reduced |
| Parkside Financial Bank & Trust | 2,742 | $1.39M | 0.44% | −627−18.6% | Reduced |
| Riverview Trust Co | 2,742 | $1.39M | 1.34% | −12−0.4% | Reduced |
| Davidson Capital Management Inc. | 2,749 | $1.39M | 0.68% | +113+4.3% | Added |
| Pennsylvania Capital Management Inc | 2,769 | $1.40M | 0.77% | +79+2.9% | Added |
| Washington Trust Advisors, Inc. | 2,773 | $1.40M | 0.13% | −33−1.2% | Reduced |
| Van Den Berg Management I, Inc | 2,776 | $1.40M | 0.42% | −106−3.7% | Reduced |
| Cahaba Wealth Management, Inc. | 2,785 | $1.41M | 0.19% | −15−0.5% | Reduced |
| MinichMacGregor Wealth Management, LLC | 2,784 | $1.41M | 0.56% | −17−0.6% | Reduced |
| Kensington Investment Counsel, LLC | 2,789 | $1.41M | 1.19% | −10−0.4% | Reduced |
| BancorpSouth Bank | 2,795 | $1.41M | 0.15% | +2,795 | New |
| Intact Investment Management Inc. | 2,800 | $1.42M | 0.05% | −400−12.5% | Reduced |
| RSM US Wealth Management LLC | 2,807 | $1.42M | 0.08% | +4+0.1% | Added |