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 |
|---|---|---|---|---|---|
| Harvey Investment Co LLC | 4,780 | $2.41M | 0.35% | −55−1.1% | Reduced |
| Compton Capital Management Inc | 4,795 | $2.42M | 1.62% | −20−0.4% | Reduced |
| Glassman Wealth Services | 4,810 | $2.43M | 0.52% | +66+1.4% | Added |
| Trustmark National Bank Trust Department | 4,828 | $2.44M | 0.23% | −135−2.7% | Reduced |
| ARGI Investment Services, LLC | 4,833 | $2.44M | 0.09% | +178+3.8% | Added |
| Tobam | 4,835 | $2.44M | 0.17% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 4,852 | $2.45M | 0.15% | +4,852 | New |
| Sunbelt Securities, Inc. | 4,856 | $2.45M | 0.52% | −94−1.9% | Reduced |
| Wintrust Investments LLC | 4,854 | $2.45M | 0.31% | −55−1.1% | Reduced |
| Joel Isaacson & Co., LLC | 4,855 | $2.45M | 0.21% | +209+4.5% | Added |
| Signet Investment Advisory Group, Inc. | 4,860 | $2.45M | 1.90% | −269−5.2% | Reduced |
| Paragon Advisors, LLC | 4,870 | $2.46M | 1.26% | +364+8.1% | Added |
| Oak Asset Management, LLC | 4,886 | $2.47M | 1.20% | +4,886 | New |
| Cottage Street Advisors LLC | 4,905 | $2.48M | 2.03% | +11+0.2% | Added |
| Consolidated Capital Management, LLC | 4,924 | $2.49M | 1.56% | +4,924 | New |
| CoreCap Advisors, LLC | 4,941 | $2.50M | 0.21% | +724+17.2% | Added |
| Waypoint Capital Advisors, LLC | 4,990 | $2.52M | 1.10% | −278−5.3% | Reduced |
| WealthShield Partners, LLC | 5,000 | $2.52M | 0.50% | +646+14.8% | Added |
| Warther Private Wealth, LLC | 4,999 | $2.52M | 2.00% | +1,665+49.9% | Added |
| Means Investment Co., Inc. | 5,023 | $2.54M | 0.55% | +15+0.3% | Added |
| Magnus Financial Group LLC | 5,046 | $2.55M | 0.49% | +83+1.7% | Added |
| Insight Wealth Strategies, LLC | 4,966 | $2.55M | 0.47% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 5,087 | $2.57M | 1.38% | −223−4.2% | Reduced |
| Cutler Group LP | 5,100 | $2.58M | 0.31% | −5,909−53.7% | Reduced |
| JNBA Financial Advisors | 5,099 | $2.58M | 0.40% | −104−2.0% | Reduced |
| Moser Wealth Advisors, LLC | 5,105 | $2.58M | 2.02% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 12,120 | $2.58M | 0.31% | −1,244−9.3% | Reduced |
| Bell Bank | 5,126 | $2.59M | 0.33% | −361−6.6% | Reduced |
| InterOcean Capital Group, LLC | 5,132 | $2.59M | 0.11% | +200+4.1% | Added |
| Country Club Bank | 5,096 | $2.59M | 0.25% | +191+3.9% | Added |
| Mather Group, LLC. | 5,134 | $2.59M | 0.06% | +2,069+67.5% | Added |
| Second Half Financial Partners, LLC | 5,140 | $2.60M | 3.23% | −6,898−57.3% | Reduced |
| Spouting Rock Asset Management, LLC | 5,164 | $2.61M | 2.00% | −18−0.3% | Reduced |
| Marcum Wealth, LLC | 5,168 | $2.61M | 0.40% | −9−0.2% | Reduced |
| WealthTrust Asset Management, LLC | 5,203 | $2.63M | 2.77% | −200−3.7% | Reduced |
| NinePointTwo Capital | 5,210 | $2.63M | 1.06% | 00.0% | Unchanged |
| Teza Capital Management LLC | 5,219 | $2.64M | 0.55% | +5,219 | New |
| Algert Global LLC | 5,234 | $2.64M | 0.16% | −13−0.2% | Reduced |
| Independent Financial Group, LLC | 5,242 | $2.65M | 0.24% | +871+19.9% | Added |
| Coastal Investment Advisors, Inc. | 5,247 | $2.65M | 0.69% | +72+1.4% | Added |
| Consilium Wealth Advisory, LLC | 5,276 | $2.67M | 2.97% | +574+12.2% | Added |
| Modera Wealth Management, LLC | 5,278 | $2.67M | 0.14% | −81−1.5% | Reduced |
| Guardian Wealth Advisors, LLC | 5,278 | $2.67M | 0.50% | −10−0.2% | Reduced |
| Northside Capital Management, LLC | 5,289 | $2.67M | 0.87% | 00.0% | Unchanged |
| Janney Capital Management LLC | 5,289 | $2.67M | 0.22% | +1,131+27.2% | Added |
| GPS Wealth Strategies Group, LLC | 5,301 | $2.68M | 0.68% | +46+0.9% | Added |
| SkyView Investment Advisors, LLC | 5,306 | $2.68M | 0.78% | −202−3.7% | Reduced |
| Northcape Wealth Management, LLC | 5,316 | $2.69M | 0.96% | +544+11.4% | Added |
| Bay Rivers Group | 5,319 | $2.69M | 2.68% | −211−3.8% | Reduced |
| Leeward Financial Partners, LLC | 5,318 | $2.69M | 1.93% | +7+0.1% | Added |
| Founders Financial Securities LLC | 5,341 | $2.70M | 0.48% | −140−2.6% | Reduced |
| Destination Wealth Management | 5,350 | $2.70M | 0.11% | +137+2.6% | Added |
| Archford Capital Strategies, LLC | 5,355 | $2.70M | 0.70% | +202+3.9% | Added |
| Thompson Siegel & Walmsley LLC | 5,360 | $2.71M | 0.05% | +3,600+204.5% | Added |
| Arete Wealth Advisors, LLC | 5,361 | $2.71M | 0.27% | +2,518+88.6% | Added |
| Spears Abacus Advisors LLC | 5,368 | $2.71M | 0.27% | 00.0% | Unchanged |
| Menard Financial Group LLC | 5,385 | $2.72M | 4.92% | −87−1.6% | Reduced |
| Freedom Day Solutions, LLC | 5,396 | $2.73M | 1.48% | −218−3.9% | Reduced |
| Deltec Asset Management LLC | 5,400 | $2.73M | 0.67% | +1,000+22.7% | Added |
| Regency Capital Management Inc. | 5,417 | $2.74M | 3.35% | −874−13.9% | Reduced |
| San Luis Wealth Advisors LLC | 5,425 | $2.74M | 2.87% | +610+12.7% | Added |
| Royal Fund Management, LLC | 5,430 | $2.74M | 0.51% | −999−15.5% | Reduced |
| Columbia Trust Co 01012016 | 5,457 | $2.76M | 1.56% | +71+1.3% | Added |
| M&R Capital Management Inc | 5,461 | $2.76M | 0.78% | +41+0.8% | Added |
| Valmark Advisers, Inc. | 5,478 | $2.77M | 0.06% | +900+19.7% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,483 | $2.77M | 1.59% | −150−2.7% | Reduced |
| Red Cedar Investment Management, LLC | 5,503 | $2.78M | 0.47% | +580+11.8% | Added |
| Merit Financial Group, LLC | 5,525 | $2.79M | 0.12% | −2,193−28.4% | Reduced |
| Heritage Wealth Management, LLC | 5,530 | $2.79M | 0.90% | +194+3.6% | Added |
| Inscription Capital, LLC | 5,535 | $2.80M | 0.79% | −691−11.1% | Reduced |
| Smithfield Trust Co | 5,521 | $2.80M | 0.20% | −106−1.9% | Reduced |
| Dohj, LLC | 5,545 | $2.80M | 1.89% | +184+3.4% | Added |
| Fukoku Mutual Life Insurance Co | 5,553 | $2.80M | 0.26% | −63−1.1% | Reduced |
| Cox Capital Mgt LLC | 5,558 | $2.81M | 2.04% | +76+1.4% | Added |
| Dempze Nancy E | 5,575 | $2.82M | 3.00% | +4+0.1% | Added |
| Thames Capital Management LLC | 5,590 | $2.82M | 1.40% | +5,590 | New |
| Continuum Advisory, LLC | 5,603 | $2.83M | 0.50% | −301−5.1% | Reduced |
| Van Cleef Asset Management,Inc | 5,604 | $2.83M | 0.55% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 5,611 | $2.83M | 0.04% | +954+20.5% | Added |
| Centric Wealth Management | 5,622 | $2.84M | 1.13% | −841−13.0% | Reduced |
| Prestige Wealth Management Group LLC | 5,631 | $2.84M | 0.80% | +334+6.3% | Added |
| AlphaCrest Capital Management LLC | 5,664 | $2.86M | 0.17% | +4,689+480.9% | Added |
| Lineweaver Wealth Advisors, LLC | 5,668 | $2.86M | 0.93% | −31−0.5% | Reduced |
| Wealthsource Partners, LLC | 5,679 | $2.87M | 0.21% | +82+1.5% | Added |
| Richwood Investment Advisors, LLC | 5,680 | $2.87M | 3.15% | −161−2.8% | Reduced |
| Trexquant Investment LP | 5,697 | $2.88M | 0.10% | +5,697 | New |
| SWS Partners | 5,699 | $2.88M | 1.33% | −605−9.6% | Reduced |
| Alpha Paradigm Partners, LLC | 5,714 | $2.89M | 1.25% | +4,053+244.0% | Added |
| Phoenix Holdings Ltd. | 5,684 | $2.89M | 0.06% | −523−8.4% | Reduced |
| Little House Capital LLC | 5,735 | $2.90M | 1.54% | +86+1.5% | Added |
| E&G Advisors, LP | 5,749 | $2.90M | 1.07% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 5,760 | $2.91M | 1.07% | −625−9.8% | Reduced |
| Chemung Canal Trust Co | 5,764 | $2.91M | 0.73% | −530−8.4% | Reduced |
| Burleson & Company, LLC | 5,779 | $2.92M | 0.64% | +223+4.0% | Added |
| Bigelow Investment Advisors, LLC | 5,788 | $2.92M | 1.74% | +17+0.3% | Added |
| Avestar Capital, LLC | 5,787 | $2.92M | 0.81% | +133+2.4% | Added |
| Canandaigua National Corp | 5,789 | $2.92M | 0.52% | +110+1.9% | Added |
| Alpha Square Group S, LLC | 5,800 | $2.93M | 1.60% | +400+7.4% | Added |
| Northeast Financial Group, Inc. | 5,800 | $2.93M | 2.64% | +11+0.2% | Added |
| Somerset Trust Co | 5,820 | $2.94M | 1.37% | +76+1.3% | Added |