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 | 3,054 | $202.4B |
| Q4 2025 | 3,311 | $248.2B |
| Q3 2025 | 3,168 | $253.5B |
| Q2 2025 | 3,185 | $241.1B |
| Q1 2025 | 3,613 | $424.3B |
| Q4 2024 | 3,684 | $409.5B |
| Q3 2024 | 3,476 | $474.6B |
| Q2 2024 | 3,406 | $411.9B |
| Q1 2024 | 3,384 | $398.9B |
| Q4 2023 | 3,421 | $428.0B |
| Q3 2023 | 3,144 | $407.5B |
| Q2 2023 | 3,136 | $388.4B |
| Q1 2023 | 3,114 | $383.6B |
| Q4 2022 | 3,159 | $434.2B |
| Q3 2022 | 2,998 | $413.5B |
| Q2 2022 | 2,964 | $422.0B |
| Q1 2022 | 2,965 | $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 |
|---|---|---|---|---|---|
| ASB Consultores, LLC | 2,816 | $1.42M | 0.67% | −209−6.9% | Reduced |
| Altrafin AG | 2,825 | $1.43M | 0.85% | −135−4.6% | Reduced |
| Reuter James Wealth Management, LLC | 2,832 | $1.43M | 0.98% | −377−11.7% | Reduced |
| Heron Financial Group, LLC | 2,838 | $1.43M | 0.89% | +28+1.0% | Added |
| Kingfisher Capital LLC | 2,843 | $1.44M | 0.40% | +1,845+184.9% | Added |
| Alpine Woods Capital Investors, LLC | 2,849 | $1.44M | 0.20% | 00.0% | Unchanged |
| Washington Capital Management Inc | 2,863 | $1.45M | 1.46% | −70−2.4% | Reduced |
| Samalin Investment Counsel, LLC | 2,867 | $1.45M | 1.06% | −113−3.8% | Reduced |
| Smith, Salley & Associates | 2,873 | $1.45M | 0.13% | +19+0.7% | Added |
| State of Wyoming | 2,877 | $1.45M | 0.72% | +1,775+161.1% | Added |
| Investment Advisory Services Inc | 2,886 | $1.46M | 0.87% | +96+3.4% | Added |
| Covenant Partners, LLC | 2,889 | $1.46M | 0.71% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 2,889 | $1.46M | 1.11% | +9+0.3% | Added |
| Claraphi Advisory Network, LLC | 2,898 | $1.46M | 0.79% | −4,061−58.4% | Reduced |
| Garrison Point Advisors, LLC | 2,906 | $1.47M | 1.31% | −150−4.9% | Reduced |
| Hoey Investments, Inc | 2,906 | $1.47M | 0.61% | +2,120+269.7% | Added |
| IMS Capital Management | 2,920 | $1.48M | 1.02% | +161+5.8% | Added |
| Cable Hill Partners, LLC | 2,920 | $1.48M | 0.30% | +176+6.4% | Added |
| Tiedemann Advisors, LLC | 2,928 | $1.48M | 0.09% | −190−6.1% | Reduced |
| Jump Financial, LLC | 2,929 | $1.48M | 0.06% | −2,926−50.0% | Reduced |
| Arbor Capital Management Inc | 2,848 | $1.48M | 1.33% | +54+1.9% | Added |
| Patton Albertson Miller Group, LLC | 2,941 | $1.49M | 0.32% | −42−1.4% | Reduced |
| Gitterman Wealth Management, LLC | 2,912 | $1.49M | 1.53% | −143−4.7% | Reduced |
| Tolleson Wealth Management, Inc. | 2,942 | $1.49M | 0.45% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 2,949 | $1.49M | 0.47% | −1,164−28.3% | Reduced |
| Adirondack Trust Co | 2,948 | $1.49M | 0.83% | +36+1.2% | Added |
| Tiemann Investment Advisors, LLC | 2,951 | $1.49M | 0.97% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 2,958 | $1.49M | 0.25% | −196−6.2% | Reduced |
| Bank of Stockton | 2,959 | $1.49M | 0.58% | +229+8.4% | Added |
| Zullo Investment Group, Inc. | 2,964 | $1.50M | 0.97% | −111−3.6% | Reduced |
| Lake Street Financial LLC | 2,963 | $1.50M | 0.35% | +9+0.3% | Added |
| Brandywine Oak Private Wealth LLC | 2,968 | $1.50M | 0.20% | −82−2.7% | Reduced |
| Tandem Capital Management Corp | 2,807 | $1.50M | 1.26% | −48−1.7% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 2,967 | $1.50M | 0.03% | +2,967 | New |
| Ashburton (Jersey) Ltd | 2,974 | $1.50M | 0.90% | −2,272−43.3% | Reduced |
| LVM Capital Management Ltd | 2,986 | $1.51M | 0.23% | +69+2.4% | Added |
| Romano Brothers and Company | 2,987 | $1.51M | 0.24% | +2,987 | New |
| Summit Financial Wealth Advisors, LLC | 2,790 | $1.51M | 0.43% | −174−5.9% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 2,993 | $1.51M | 1.12% | +3+0.1% | Added |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $1.51M | 0.66% | 00.0% | Unchanged |
| Ulysses Management LLC | 3,000 | $1.51M | 0.41% | +3,000 | New |
| Commons Capital, LLC | 3,001 | $1.52M | 2.40% | +184+6.5% | Added |
| Core Wealth Advisors, Inc. | 3,007 | $1.52M | 0.89% | +80+2.7% | Added |
| Carolinas Wealth Consulting LLC | 3,016 | $1.52M | 0.39% | −32−1.0% | Reduced |
| Trust Co of Toledo NA | 3,015 | $1.52M | 0.30% | +45+1.5% | Added |
| Whitener Capital Management, Inc. | 3,018 | $1.52M | 0.72% | +36+1.2% | Added |
| Wellington Shields Capital Management, LLC | 3,022 | $1.53M | 0.36% | −40−1.3% | Reduced |
| Vectors Research Management, LLC | 3,024 | $1.53M | 0.43% | −4−0.1% | Reduced |
| HNP Capital LLC | 3,024 | $1.53M | 0.44% | −4−0.1% | Reduced |
| Verus Capital Partners, LLC | 3,028 | $1.53M | 0.29% | +2,424+401.3% | Added |
| KB Financial Partners, LLC | 3,032 | $1.53M | 0.55% | +282+10.3% | Added |
| Rothschild Investment Corp | 3,039 | $1.53M | 0.15% | −11−0.4% | Reduced |
| Pacer Advisors, Inc. | 3,050 | $1.54M | 0.01% | −15,469−83.5% | Reduced |
| Cedar Brook Financial Partners, LLC | 3,050 | $1.54M | 0.50% | +106+3.6% | Added |
| CRA Financial Services, LLC | 3,051 | $1.54M | 0.55% | −9−0.3% | Reduced |
| Foster Group, Inc. | 3,051 | $1.54M | 0.13% | +139+4.8% | Added |
| 9258 Wealth Management, LLC | 3,071 | $1.55M | 0.40% | −203−6.2% | Reduced |
| PDS Planning, Inc | 3,080 | $1.55M | 0.28% | +22+0.7% | Added |
| Keel Point, LLC | 3,085 | $1.56M | 0.27% | +12+0.4% | Added |
| NEIRG Wealth Management, LLC | 3,084 | $1.56M | 0.31% | +828+36.7% | Added |
| W.H. Cornerstone Investments Inc. | 3,117 | $1.56M | 1.64% | +3,117 | New |
| Legacy Bridge, LLC | 3,086 | $1.56M | 1.24% | −285−8.5% | Reduced |
| Enterprise Financial Services Corp | 3,093 | $1.56M | 1.17% | −81−2.6% | Reduced |
| Financial Network Wealth Management LLC | 3,096 | $1.56M | 0.98% | −47−1.5% | Reduced |
| Cito Capital Group, LLC | 3,100 | $1.56M | 0.90% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 3,100 | $1.57M | 0.82% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 3,117 | $1.57M | 0.26% | +1,567+101.1% | Added |
| Delta Financial Advisors LLC | 3,120 | $1.57M | 0.84% | +10.0% | Added |
| Investment Management of Virginia LLC | 3,121 | $1.58M | 0.34% | +26+0.8% | Added |
| Bremer Bank National Association | 3,122 | $1.58M | 0.35% | −134−4.1% | Reduced |
| Cambridge Advisors Inc. | 3,123 | $1.58M | 0.45% | −50−1.6% | Reduced |
| Financial Advocates Investment Management | 3,419 | $1.58M | 0.14% | −178−4.9% | Reduced |
| Mechanics Financial Corp | 3,133 | $1.58M | 1.03% | −5−0.2% | Reduced |
| Lindbrook Capital, LLC | 3,132 | $1.58M | 0.27% | +521+20.0% | Added |
| KC Investment Advisors, LLC | 3,154 | $1.59M | 1.39% | −548−14.8% | Reduced |
| Measured Wealth Private Client Group, LLC | 3,168 | $1.60M | 0.71% | −158−4.8% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 3,169 | $1.60M | 0.66% | +177+5.9% | Added |
| Andesa Financial Management Inc. | 3,159 | $1.60M | 0.56% | +610+23.9% | Added |
| JGP Global Gestao de Recursos Ltda. | 3,172 | $1.60M | 1.37% | −326−9.3% | Reduced |
| BigSur Wealth Management LLC | 3,179 | $1.61M | 0.81% | −143−4.3% | Reduced |
| Sand Hill Global Advisors, LLC | 3,185 | $1.61M | 0.10% | −24−0.7% | Reduced |
| Brand Asset Management Group, Inc. | 3,186 | $1.61M | 0.89% | −255−7.4% | Reduced |
| Buffington Mohr McNeal | 3,187 | $1.61M | 0.39% | 00.0% | Unchanged |
| Camden Capital, LLC | 3,188 | $1.61M | 0.37% | +988+44.9% | Added |
| Curbstone Financial Management Corp | 3,190 | $1.61M | 0.40% | −42−1.3% | Reduced |
| Platform Technology Partners | 3,203 | $1.62M | 0.92% | −8−0.2% | Reduced |
| Copperleaf Capital, LLC | 3,204 | $1.62M | 1.75% | +223+7.5% | Added |
| Trail Ridge Investment Advisors, LLC | 3,123 | $1.63M | 1.08% | +37+1.2% | Added |
| RiverPark Advisors, LLC | 3,232 | $1.63M | 0.53% | −85−2.6% | Reduced |
| Proficio Capital Partners LLC | 3,245 | $1.64M | 0.30% | +15+0.5% | Added |
| KLCM Advisors, Inc. | 3,255 | $1.64M | 0.39% | +3,255 | New |
| BBR Partners, LLC | 3,265 | $1.65M | 0.21% | −2,743−45.7% | Reduced |
| Herold Advisors, Inc. | 3,270 | $1.65M | 0.80% | 00.0% | Unchanged |
| Thomas White International Ltd | 3,273 | $1.65M | 0.39% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 3,274 | $1.65M | 0.07% | −286−8.0% | Reduced |
| SeaCrest Wealth Management, LLC | 3,290 | $1.66M | 0.25% | −3−0.1% | Reduced |
| Baldwin Brothers Inc | 3,297 | $1.67M | 0.23% | −42−1.3% | Reduced |
| Key Financial Inc | 3,296 | $1.67M | 0.78% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 3,296 | $1.67M | 0.09% | +6+0.2% | Added |
| CSU Producer Resources, Inc. | 3,300 | $1.67M | 7.16% | 00.0% | Unchanged |