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 |
|---|---|---|---|---|---|
| BDO Wealth Advisors, LLC | 4,000 | $2.02M | 0.27% | 00.0% | Unchanged |
| BFSG, LLC | 4,001 | $2.02M | 0.43% | +123+3.2% | Added |
| Claro Advisors LLC | 3,942 | $2.02M | 0.80% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 4,017 | $2.03M | 0.17% | −115−2.8% | Reduced |
| Brasada Capital Management, LP | 4,021 | $2.03M | 0.48% | −56−1.4% | Reduced |
| Gryphon Financial Partners LLC | 4,042 | $2.04M | 0.53% | +71+1.8% | Added |
| Aspiriant, LLC | 4,045 | $2.04M | 0.10% | +274+7.3% | Added |
| S&CO Inc | 4,062 | $2.05M | 0.18% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 4,062 | $2.05M | 0.27% | +258+6.8% | Added |
| Red Cedar Capital, LLC | 4,066 | $2.05M | 1.45% | 00.0% | Unchanged |
| QP Wealth Management, LLC | 4,034 | $2.05M | 2.95% | −9−0.2% | Reduced |
| Optas, LLC | 4,065 | $2.05M | 0.90% | −25−0.6% | Reduced |
| Miracle Mile Advisors, LLC | 4,073 | $2.06M | 0.10% | +284+7.5% | Added |
| Hudson Canyon Capital Management | 4,085 | $2.06M | 2.05% | −113−2.7% | Reduced |
| Highview Capital Management LLC | 4,092 | $2.07M | 1.53% | +260+6.8% | Added |
| Groesbeck Investment Management Corp | 4,035 | $2.07M | 3.42% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 4,111 | $2.08M | 0.88% | +203+5.2% | Added |
| Sound View Wealth Advisors Group, LLC | 4,115 | $2.08M | 0.47% | −169−3.9% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 4,130 | $2.09M | 1.35% | −50−1.2% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 4,135 | $2.09M | 1.81% | 00.0% | Unchanged |
| Spearhead Capital Advisors, LLC | 4,141 | $2.09M | 2.27% | −17,243−80.6% | Reduced |
| MidWestOne Financial Group, Inc. | 4,143 | $2.09M | 0.53% | −218−5.0% | Reduced |
| Legacy Private Trust Co. | 4,144 | $2.09M | 0.20% | −310−7.0% | Reduced |
| Alaethes Wealth LLC | 4,144 | $2.09M | 1.54% | +99+2.4% | Added |
| Centaurus Financial, Inc. | 4,171 | $2.11M | 0.21% | +847+25.5% | Added |
| StoneX Group Inc. | 4,175 | $2.11M | 0.29% | −631−13.1% | Reduced |
| AXS Investments LLC | 4,176 | $2.11M | 0.82% | −885−17.5% | Reduced |
| WCG Wealth Advisors LLC | 3,793 | $2.12M | 0.28% | −1,973−34.2% | Reduced |
| Ami Investment Management Inc | 4,222 | $2.13M | 1.24% | −133−3.1% | Reduced |
| Hartford Financial Management Inc. | 4,243 | $2.14M | 0.63% | −630−12.9% | Reduced |
| Paradigm Asset Management Co LLC | 4,245 | $2.14M | 0.72% | −200−4.5% | Reduced |
| FinTrust Capital Advisors, LLC | 4,122 | $2.15M | 0.56% | +166+4.2% | Added |
| Leonteq Securities AG | 4,268 | $2.16M | 0.11% | +894+26.5% | Added |
| Signature Wealth Management Group | 4,274 | $2.16M | 1.10% | −420−8.9% | Reduced |
| Compagnie Lombard Odier SCmA | 4,282 | $2.16M | 0.06% | −3,268−43.3% | Reduced |
| DCM Advisors, LLC | 4,299 | $2.17M | 1.09% | −505−10.5% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 4,130 | $2.18M | 0.48% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 4,356 | $2.18M | 1.18% | +4,356 | New |
| Jackson Square Partners, LLC | 4,316 | $2.18M | 0.06% | +28+0.7% | Added |
| Stratos Wealth Advisors, LLC | 4,329 | $2.19M | 0.23% | −728−14.4% | Reduced |
| Royal Harbor Partners, LLC | 4,335 | $2.19M | 1.50% | −224−4.9% | Reduced |
| Buckingham Strategic Partners | 4,341 | $2.19M | 0.13% | −1,347−23.7% | Reduced |
| MMBG Investment Advisors Co. | 4,348 | $2.20M | 0.29% | 00.0% | Unchanged |
| WD Rutherford LLC | 4,360 | $2.20M | 1.77% | −65−1.5% | Reduced |
| ICA Group Wealth Management, LLC | 4,362 | $2.20M | 0.47% | +151+3.6% | Added |
| Walter & Keenan Financial Consulting Co | 4,364 | $2.20M | 0.93% | +67+1.6% | Added |
| Kozak & Associates, Inc. | 4,420 | $2.21M | 1.39% | +53+1.2% | Added |
| IMA Wealth, Inc. | 4,379 | $2.21M | 0.59% | −1,317−23.1% | Reduced |
| Brendel Financial Advisors LLC | 4,379 | $2.21M | 5.25% | −33−0.7% | Reduced |
| WP Advisors, LLC | 4,381 | $2.21M | 1.00% | +62+1.4% | Added |
| Cypress Capital, LLC | 4,391 | $2.22M | 0.78% | −2,432−35.6% | Reduced |
| Frisch Financial Group, Inc. | 4,400 | $2.22M | 0.94% | −24−0.5% | Reduced |
| McDonald Partners LLC | 4,402 | $2.22M | 0.85% | −865−16.4% | Reduced |
| K.J. Harrison & Partners Inc | 4,424 | $2.23M | 0.79% | +20.0% | Added |
| Liberty One Investment Management, LLC | 4,427 | $2.24M | 0.37% | −224−4.8% | Reduced |
| Alta Capital Management LLC | 4,431 | $2.24M | 0.18% | +32+0.7% | Added |
| Personal Cfo Solutions, LLC | 4,458 | $2.25M | 0.57% | −197−4.2% | Reduced |
| Benchmark Investment Advisors LLC | 4,459 | $2.25M | 2.43% | +741+19.9% | Added |
| Waycross Partners, LLC | 4,500 | $2.27M | 1.53% | 00.0% | Unchanged |
| Graypoint LLC | 4,507 | $2.28M | 0.29% | +978+27.7% | Added |
| IFG Advisory, LLC | 4,512 | $2.28M | 0.21% | +1,776+64.9% | Added |
| Wedmont Private Capital | 4,519 | $2.28M | 0.46% | +915+25.4% | Added |
| Beaumont Financial Partners, LLC | 4,521 | $2.28M | 0.22% | −75−1.6% | Reduced |
| Revolve Wealth Partners, LLC | 4,521 | $2.28M | 0.76% | +42+0.9% | Added |
| Kovack Advisors, Inc. | 4,527 | $2.29M | 0.34% | −1,502−24.9% | Reduced |
| Manchester Capital Management LLC | 4,528 | $2.29M | 0.40% | +199+4.6% | Added |
| Caliber Wealth Management, LLC | 4,553 | $2.30M | 1.82% | +171+3.9% | Added |
| TKG Advisors, LLC | 4,558 | $2.30M | 1.83% | +1,122+32.7% | Added |
| Bulltick Wealth Management, LLC | 4,560 | $2.30M | 0.69% | +4,020+744.4% | Added |
| Aft, Forsyth & Sober, LLC | 4,575 | $2.31M | 1.12% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 4,581 | $2.31M | 0.13% | −53−1.1% | Reduced |
| Beck Bode, LLC | 4,589 | $2.32M | 0.50% | +6+0.1% | Added |
| Certified Advisory Corp | 4,604 | $2.33M | 0.53% | +163+3.7% | Added |
| Triangle Securities Wealth Management | 4,614 | $2.33M | 0.95% | −46−1.0% | Reduced |
| RB Capital Management, LLC | 4,617 | $2.33M | 0.89% | +414+9.9% | Added |
| J.W. Cole Advisors, Inc. | 4,621 | $2.33M | 0.19% | −177−3.7% | Reduced |
| Warren Averett Asset Management, LLC | 4,629 | $2.34M | 0.16% | +113+2.5% | Added |
| Trust Investment Advisors | 4,642 | $2.34M | 2.45% | −315−6.4% | Reduced |
| Circle Wealth Management, LLC | 4,645 | $2.35M | 0.39% | −490−9.5% | Reduced |
| Chesapeake Wealth Management | 4,666 | $2.36M | 1.08% | +476+11.4% | Added |
| Arabesque Asset Management Ltd | 4,667 | $2.36M | 1.15% | +339+7.8% | Added |
| Rational Advisors LLC | 4,667 | $2.36M | 0.19% | +583+14.3% | Added |
| HMS Capital Management, LLC | 4,675 | $2.36M | 1.43% | −58−1.2% | Reduced |
| Cape Ann Savings Bank | 4,677 | $2.36M | 1.89% | +47+1.0% | Added |
| M Holdings Securities, Inc. | 4,680 | $2.36M | 0.26% | −644−12.1% | Reduced |
| Maven Securities LTD | 4,680 | $2.36M | 0.11% | +4,208+891.5% | Added |
| Ashford Capital Management Inc | 4,688 | $2.37M | 0.36% | −2,228−32.2% | Reduced |
| Roof Eidam & Maycock | 4,694 | $2.37M | 0.89% | +195+4.3% | Added |
| Sterling Investment Management, Inc. | 4,697 | $2.37M | 2.00% | +1,379+41.6% | Added |
| TrimTabs Asset Management, LLC | 4,725 | $2.39M | 1.64% | −340−6.7% | Reduced |
| Act Two Investors LLC | 4,728 | $2.39M | 2.42% | −573−10.8% | Reduced |
| Welch & Forbes LLC | 4,729 | $2.39M | 0.05% | +271+6.1% | Added |
| Harvest Fund Management Co., Ltd | 4,735 | $2.40M | 0.69% | +1,882+66.0% | Added |
| Angeles Wealth Management, LLC | 4,750 | $2.40M | 0.47% | +281+6.3% | Added |
| Financial Perspectives, Inc | 4,754 | $2.40M | 1.35% | +944+24.8% | Added |
| KCS Wealth Advisory | 4,756 | $2.40M | 1.11% | −757−13.7% | Reduced |
| Ingalls & Snyder LLC | 4,757 | $2.40M | 0.14% | −133−2.7% | Reduced |
| IAM Advisory, LLC | 4,756 | $2.40M | 1.01% | +4+0.1% | Added |
| Lee Financial Co | 4,770 | $2.41M | 0.45% | +18+0.4% | Added |
| Harfst & Associates, Inc. | 4,773 | $2.41M | 0.73% | +957+25.1% | Added |