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 |
|---|---|---|---|---|---|
| Ellevest, Inc. | 3,306 | $1.67M | 0.16% | +147+4.7% | Added |
| Morris Retirement Advisors, LLC | 3,375 | $1.68M | 1.43% | +173+5.4% | Added |
| CPWM, LLC | 3,335 | $1.69M | 0.16% | −392−10.5% | Reduced |
| Domani Wealth, LLC | 3,342 | $1.69M | 0.49% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 3,344 | $1.69M | 0.38% | +36+1.1% | Added |
| Van Leeuwen & Company, LLC | 3,346 | $1.69M | 1.35% | −437−11.6% | Reduced |
| Mountain Capital Investment Advisors, Inc | 3,256 | $1.69M | 0.89% | −178−5.2% | Reduced |
| Strategic Investment Advisors | 3,361 | $1.70M | 0.38% | +142+4.4% | Added |
| GraniteShares Advisors LLC | 3,369 | $1.70M | 1.38% | −347−9.3% | Reduced |
| Quent Capital, LLC | 3,372 | $1.70M | 0.35% | +166+5.2% | Added |
| Defined Wealth Management, LLC | 3,374 | $1.70M | 1.86% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 3,379 | $1.71M | 0.34% | +174+5.4% | Added |
| Financial Engines Advisors L.L.C. | 3,387 | $1.71M | 0.01% | +1,041+44.4% | Added |
| Hightower 6M Holding, LLC | 3,400 | $1.72M | 0.15% | −775−18.6% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,407 | $1.72M | 0.51% | −12−0.4% | Reduced |
| Alera Investment Advisors, LLC | 3,412 | $1.72M | 0.49% | +550+19.2% | Added |
| Parisi Gray Wealth Management | 3,416 | $1.73M | 1.31% | −2,962−46.4% | Reduced |
| Amica Retiree Medical Trust | 3,417 | $1.73M | 2.16% | −101−2.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,420 | $1.73M | 0.09% | +93+2.8% | Added |
| Marion Wealth Management | 3,429 | $1.73M | 0.89% | +213+6.6% | Added |
| Vista Investment Management | 3,432 | $1.73M | 1.07% | −123−3.5% | Reduced |
| Independent Investors Inc | 3,443 | $1.74M | 0.49% | +3+0.1% | Added |
| Oakworth Capital, Inc. | 3,458 | $1.75M | 0.19% | 00.0% | Unchanged |
| BCGM Wealth Management, LLC | 3,215 | $1.75M | 0.87% | +197+6.5% | Added |
| Summit Trail Advisors, LLC | 3,461 | $1.75M | 0.09% | +441+14.6% | Added |
| Nwam LLC | 3,477 | $1.76M | 0.17% | +25+0.7% | Added |
| First Financial Bank - Trust Division | 3,478 | $1.76M | 0.22% | −49−1.4% | Reduced |
| Mayflower Financial Advisors, LLC | 3,482 | $1.76M | 0.28% | +104+3.1% | Added |
| Horan Securities, Inc. | 3,493 | $1.76M | 1.11% | +9+0.3% | Added |
| Wealthcare Advisory Partners LLC | 3,494 | $1.76M | 0.10% | +1,018+41.1% | Added |
| Wolf Group Capital Advisors | 3,501 | $1.77M | 0.97% | −17−0.5% | Reduced |
| Morgens Waterfall Vintiadis & Co Inc | 3,500 | $1.77M | 1.94% | 00.0% | Unchanged |
| Scott Investment Partners LLP | 3,500 | $1.77M | 4.75% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 3,502 | $1.77M | 0.20% | −448−11.3% | Reduced |
| Pettee Investors, Inc. | 3,511 | $1.77M | 0.95% | 00.0% | Unchanged |
| Ledge Wealth Management, Inc. | 3,513 | $1.77M | 1.09% | +210+6.4% | Added |
| Cribstone Capital Management, LLC | 3,548 | $1.79M | 1.11% | +71+2.0% | Added |
| Alta Wealth Advisors LLC | 3,552 | $1.79M | 1.28% | +17+0.5% | Added |
| Goepper Burkhardt LLC | 3,552 | $1.79M | 1.33% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,501 | $1.80M | 0.03% | +893+34.2% | Added |
| Mission Creek Capital Partners, Inc. | 3,566 | $1.80M | 0.68% | +59+1.7% | Added |
| DRW Securities, L.L.C. | 3,568 | $1.80M | 0.57% | +3,568 | New |
| Corundum Group, Inc. | 3,576 | $1.81M | 1.14% | −30−0.8% | Reduced |
| Kistler-Tiffany Companies, LLC | 3,579 | $1.81M | 0.41% | −145−3.9% | Reduced |
| Willner & Heller, LLC | 3,580 | $1.81M | 2.92% | +10+0.3% | Added |
| Wealth Effects LLC | 3,583 | $1.81M | 1.11% | −44−1.2% | Reduced |
| Leisure Capital Management | 3,586 | $1.81M | 1.10% | −7−0.2% | Reduced |
| EverSource Wealth Advisors, LLC | 3,586 | $1.81M | 0.41% | −10.0% | Reduced |
| Boston Family Office LLC | 3,591 | $1.81M | 0.16% | −107−2.9% | Reduced |
| Investment Partners, Ltd. | 3,598 | $1.82M | 0.54% | +1,305+56.9% | Added |
| Lavaca Capital LLC | 3,604 | $1.83M | 1.02% | +12+0.3% | Added |
| LeJeune Puetz Investment Counsel LLC | 3,621 | $1.83M | 0.75% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 3,623 | $1.83M | 0.24% | +504+16.2% | Added |
| Hunter Associates Investment Management LLC | 3,631 | $1.84M | 0.48% | −25−0.7% | Reduced |
| Clear Street Markets LLC | 3,641 | $1.84M | 0.35% | −3,702−50.4% | Reduced |
| CFO4Life Group, LLC | 3,647 | $1.84M | 0.49% | +68+1.9% | Added |
| Perpetual Investment Management Ltd | 3,650 | $1.84M | 0.27% | −235−6.0% | Reduced |
| Q3 Asset Management | 3,650 | $1.85M | 1.34% | +3,650 | New |
| Stableford Capital II LLC | 3,482 | $1.86M | 0.90% | −67−1.9% | Reduced |
| Prelude Capital Management, LLC | 3,689 | $1.86M | 0.09% | +3,689 | New |
| FSM Wealth Advisors, LLC | 3,697 | $1.87M | 1.55% | +286+8.4% | Added |
| S. R. Schill & Associates | 3,708 | $1.87M | 1.00% | +648+21.2% | Added |
| Keudell/Morrison Wealth Management | 3,725 | $1.88M | 0.70% | −156−4.0% | Reduced |
| International Assets Investment Management, LLC | 3,735 | $1.89M | 0.41% | +106+2.9% | Added |
| Washburn Capital Management, Inc. | 3,742 | $1.89M | 1.81% | −179−4.6% | Reduced |
| Sierra Capital LLC | 3,747 | $1.89M | 0.35% | −20−0.5% | Reduced |
| FOCUS Wealth Advisors, LLC | 3,765 | $1.90M | 1.35% | −27−0.7% | Reduced |
| Laraway Financial Inc | 3,810 | $1.91M | 2.14% | −40−1.0% | Reduced |
| Legacy Financial Advisors, Inc. | 3,808 | $1.92M | 0.46% | +147+4.0% | Added |
| Boothbay Fund Management, LLC | 3,815 | $1.93M | 0.07% | +3,815 | New |
| Aries Wealth Management | 3,477 | $1.93M | 0.85% | +14+0.4% | Added |
| Hellman Jordan Management Co Inc | 3,825 | $1.93M | 3.35% | +1,826+91.3% | Added |
| Laffer Tengler Investments | 3,838 | $1.94M | 0.71% | +74+2.0% | Added |
| Van Hulzen Asset Management, LLC | 3,843 | $1.94M | 0.24% | −67−1.7% | Reduced |
| Perigon Wealth Management, LLC | 3,845 | $1.94M | 0.17% | +394+11.4% | Added |
| First Business Financial Services, Inc. | 3,853 | $1.95M | 0.28% | −202−5.0% | Reduced |
| Childress Capital Advisors, LLC | 3,814 | $1.95M | 0.76% | −91−2.3% | Reduced |
| Nations Financial Group Inc, | 3,857 | $1.95M | 0.28% | +117+3.1% | Added |
| Vise Technologies, Inc. | 3,860 | $1.95M | 0.73% | +614+18.9% | Added |
| Fiduciary Group LLC | 3,596 | $1.96M | 0.25% | −61−1.7% | Reduced |
| Doliver Advisors, LP | 3,892 | $1.97M | 0.73% | −3−0.1% | Reduced |
| Beacon Financial Group | 3,870 | $1.97M | 0.31% | +26+0.7% | Added |
| CTC Capital Management, LLC | 3,900 | $1.97M | 1.62% | +3,900 | New |
| Cahill Financial Advisors Inc | 3,902 | $1.97M | 0.42% | +288+8.0% | Added |
| First Nebraska Trust Co | 3,905 | $1.97M | 0.28% | 00.0% | Unchanged |
| Smith, Moore & Co. | 3,907 | $1.97M | 0.30% | +50+1.3% | Added |
| Westbourne Investment Advisors, Inc. | 3,908 | $1.97M | 1.05% | −100−2.5% | Reduced |
| Advisor OS, LLC | 3,913 | $1.98M | 0.60% | −4−0.1% | Reduced |
| Rede Wealth, LLC | 3,910 | $1.98M | 1.17% | +27+0.7% | Added |
| Charles Schwab Trust Co | 3,913 | $1.98M | 0.33% | −35−0.9% | Reduced |
| Crescent Grove Advisors, LLC | 3,921 | $1.98M | 0.23% | −341−8.0% | Reduced |
| Karp Capital Management Corp | 3,925 | $1.98M | 0.41% | −5,347−57.7% | Reduced |
| North Star Investment Management Corp. | 3,926 | $1.98M | 0.19% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,928 | $1.98M | 0.03% | −86−2.1% | Reduced |
| Soltis Investment Advisors LLC | 3,930 | $1.99M | 0.30% | +338+9.4% | Added |
| Avidian Wealth Solutions, LLC | 3,941 | $1.99M | 0.14% | −7−0.2% | Reduced |
| Delaney Dennis R | 3,969 | $2.00M | 1.92% | +3,969 | New |
| Accretive Wealth Partners, LLC | 3,975 | $2.01M | 1.53% | −8−0.2% | Reduced |
| Ifrah Financial Services, Inc. | 3,980 | $2.01M | 0.69% | −16−0.4% | Reduced |
| Viking Fund Management LLC | 4,000 | $2.02M | 0.48% | 00.0% | Unchanged |