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 |
|---|---|---|---|---|---|
| Sugarloaf Wealth Management, LLC | 5,841 | $2.95M | 0.76% | +167+2.9% | Added |
| Bank Hapoalim BM | 5,847 | $2.95M | 0.37% | −201−3.3% | Reduced |
| Platte River Wealth Advisors, LLC | 5,852 | $2.96M | 1.32% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 5,860 | $2.96M | 2.76% | −67−1.1% | Reduced |
| My Legacy Advisors, LLC | 5,780 | $2.97M | 1.50% | +259+4.7% | Added |
| Mount Lucas Management LP | 5,877 | $2.97M | 1.02% | −124−2.1% | Reduced |
| Atlas Private Wealth Management | 5,898 | $2.98M | 2.16% | +131+2.3% | Added |
| Strategic Wealth Partners, Ltd. | 5,919 | $2.99M | 0.63% | −10.0% | Reduced |
| Summit X, LLC | 5,869 | $2.99M | 0.88% | −491−7.7% | Reduced |
| Farmers Trust Co | 5,972 | $3.02M | 0.75% | +5,111+593.6% | Added |
| Boenning & Scattergood, Inc. | 5,987 | $3.02M | 0.62% | −1,416−19.1% | Reduced |
| Monetta Financial Services Inc | 6,000 | $3.03M | 3.45% | 00.0% | Unchanged |
| Capital City Trust Co | 6,021 | $3.04M | 1.06% | −20.0% | Reduced |
| Occidental Asset Management, LLC | 6,022 | $3.04M | 0.91% | +94+1.6% | Added |
| Gofen & Glossberg LLC | 6,021 | $3.04M | 0.09% | +784+15.0% | Added |
| Blueprint Investment Partners LLC | 6,056 | $3.06M | 0.83% | +1,338+28.4% | Added |
| TrinityPoint Wealth, LLC | 6,061 | $3.06M | 0.70% | −126−2.0% | Reduced |
| Next Century Growth Investors LLC | 6,071 | $3.07M | 0.37% | +60+1.0% | Added |
| Avantax Planning Partners, Inc. | 6,076 | $3.07M | 0.14% | −385−6.0% | Reduced |
| Flagship Harbor Advisors, LLC | 6,083 | $3.07M | 0.36% | −8−0.1% | Reduced |
| Brown Miller Wealth Management, LLC | 6,106 | $3.08M | 2.19% | +280+4.8% | Added |
| Cipher Capital LP | 6,156 | $3.11M | 0.50% | +6,156 | New |
| Peterson Financial Group, Inc. | 6,158 | $3.11M | 3.02% | +272+4.6% | Added |
| Caldwell Investment Management Ltd. | 6,121 | $3.12M | 3.79% | −1,230−16.7% | Reduced |
| SevenBridge Financial Group, LLC | 6,176 | $3.12M | 1.06% | −138−2.2% | Reduced |
| Carret Asset Management, LLC | 6,178 | $3.12M | 0.47% | −45−0.7% | Reduced |
| Highland Private Wealth Management | 6,193 | $3.13M | 0.50% | +339+5.8% | Added |
| Tealwood Asset Management Inc | 6,212 | $3.14M | 1.70% | −81−1.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 6,216 | $3.14M | 0.58% | −69−1.1% | Reduced |
| NVWM, LLC | 6,217 | $3.14M | 1.25% | −204−3.2% | Reduced |
| Wealth Architects, LLC | 6,259 | $3.16M | 0.66% | +439+7.5% | Added |
| Journey Advisory Group, LLC | 6,271 | $3.17M | 0.81% | +1,140+22.2% | Added |
| Transcend Wealth Collective, LLC | 6,275 | $3.17M | 0.35% | −36−0.6% | Reduced |
| S.E.E.D. Planning Group LLC | 6,291 | $3.18M | 1.49% | −240−3.7% | Reduced |
| Eagle Rock Investment Company, LLC | 6,292 | $3.18M | 0.83% | −458−6.8% | Reduced |
| Rehmann Capital Advisory Group | 6,296 | $3.18M | 0.35% | +275+4.6% | Added |
| Premier Asset Management LLC | 6,310 | $3.19M | 3.30% | −1,308−17.2% | Reduced |
| Eads & Heald Wealth Management | 6,318 | $3.19M | 1.81% | −46−0.7% | Reduced |
| Winton Group Ltd | 6,331 | $3.20M | 0.21% | −506−7.4% | Reduced |
| Greenfield Savings Bank | 6,354 | $3.21M | 2.32% | −59−0.9% | Reduced |
| AIMZ Investment Advisors, LLC | 6,356 | $3.21M | 1.62% | −802−11.2% | Reduced |
| 180 Wealth Advisors, LLC | 6,359 | $3.21M | 0.88% | +513+8.8% | Added |
| Notis-McConarty Edward | 6,359 | $3.21M | 1.44% | +27+0.4% | Added |
| Palouse Capital Management, Inc. | 6,375 | $3.22M | 1.83% | −428−6.3% | Reduced |
| Heartland Bank & Trust Co | 6,375 | $3.22M | 3.08% | +1,870+41.5% | Added |
| River Wealth Advisors LLC | 6,394 | $3.23M | 0.70% | +418+7.0% | Added |
| Investment Research & Advisory Group, Inc. | 6,397 | $3.23M | 2.45% | +39+0.6% | Added |
| Two Sigma Advisers, LP | 6,400 | $3.23M | 0.01% | +2,800+77.8% | Added |
| Altman Advisors, Inc. | 6,402 | $3.23M | 2.04% | −833−11.5% | Reduced |
| Geneva Partners, LLC | 6,433 | $3.25M | 3.71% | −315−4.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 6,436 | $3.25M | 0.37% | +424+7.1% | Added |
| Siena Capital LLC | 6,441 | $3.25M | 2.12% | −156−2.4% | Reduced |
| Rossmore Private Capital | 6,454 | $3.26M | 0.58% | +25+0.4% | Added |
| Okabena Investment Services Inc | 6,462 | $3.26M | 1.58% | +2,596+67.1% | Added |
| Seeyond | 6,490 | $3.28M | 0.40% | +514+8.6% | Added |
| Birch Capital Management, LLC | 6,503 | $3.28M | 2.48% | −161−2.4% | Reduced |
| Shepherd Financial Partners LLC | 6,512 | $3.29M | 0.64% | +298+4.8% | Added |
| Sentry Investment Management LLC | 6,519 | $3.29M | 1.56% | 00.0% | Unchanged |
| Verition Fund Management LLC | 6,557 | $3.31M | 0.05% | +4,915+299.3% | Added |
| Elmwood Wealth Management, Inc. | 6,581 | $3.32M | 1.66% | +105+1.6% | Added |
| Condor Capital Management | 6,593 | $3.33M | 0.43% | +84+1.3% | Added |
| Johnson Financial Group, Inc. | 6,124 | $3.33M | 0.31% | −695−10.2% | Reduced |
| Legacy Wealth Management, LLC | 6,604 | $3.34M | 2.25% | −87−1.3% | Reduced |
| Aubrey Capital Management Ltd | 6,600 | $3.34M | 2.86% | −400−5.7% | Reduced |
| Sendero Wealth Management, LLC | 6,609 | $3.34M | 1.39% | −384−5.5% | Reduced |
| Gratus Capital LLC | 6,637 | $3.35M | 0.36% | +4,693+241.4% | Added |
| Stokes Family Office, LLC | 6,644 | $3.36M | 0.48% | −408−5.8% | Reduced |
| Sheets Smith Wealth Management | 6,652 | $3.36M | 0.56% | +61+0.9% | Added |
| Chemistry Wealth Management LLC | 6,654 | $3.36M | 1.33% | +64+1.0% | Added |
| Studio Investment Management LLC | 6,662 | $3.36M | 1.21% | −930−12.2% | Reduced |
| Pictet Bank & Trust Ltd | 6,686 | $3.38M | 4.33% | −4,274−39.0% | Reduced |
| Griffin Asset Management, Inc. | 6,690 | $3.38M | 0.56% | 00.0% | Unchanged |
| Patten Group, Inc. | 6,706 | $3.39M | 1.16% | −158−2.3% | Reduced |
| Andrew Hill Investment Advisors, Inc. | 6,705 | $3.39M | 4.59% | +6,705 | New |
| Forum Financial Management, LP | 6,727 | $3.40M | 0.16% | +9+0.1% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 6,729 | $3.40M | 0.01% | −150−2.2% | Reduced |
| Renasant Bank | 6,759 | $3.41M | 3.01% | −341−4.8% | Reduced |
| Wunderlich Capital Managemnt | 6,759 | $3.41M | 2.18% | +52+0.8% | Added |
| Cooke & Bieler LP | 6,769 | $3.42M | 0.04% | −103,669−93.9% | Reduced |
| Laurel Wealth Advisors, Inc. | 6,783 | $3.43M | 0.37% | +77+1.1% | Added |
| DF Dent & Co Inc | 6,813 | $3.44M | 0.05% | +275+4.2% | Added |
| Principle Wealth Partners LLC | 6,822 | $3.44M | 0.45% | −66−1.0% | Reduced |
| JT Stratford LLC | 6,840 | $3.46M | 1.23% | −1,532−18.3% | Reduced |
| Abbrea Capital, LLC | 6,853 | $3.46M | 0.65% | −135−1.9% | Reduced |
| IFP Advisors, Inc | 19,900 | $3.49M | 0.10% | +1,655+9.1% | Added |
| Budros, Ruhlin & Roe, Inc. | 6,938 | $3.50M | 0.43% | −963−12.2% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 7,000 | $3.54M | 2.73% | +1,000+16.7% | Added |
| BNC Wealth Management, LLC | 7,002 | $3.54M | 2.14% | −339−4.6% | Reduced |
| Gouws Capital LLC | 7,005 | $3.54M | 3.52% | +27+0.4% | Added |
| HRT Financial LP | 7,009 | $3.54M | 0.04% | +7,009 | New |
| Davis-Rea Ltd. | 7,023 | $3.55M | 2.28% | −7,023−50.0% | Reduced |
| Wrapmanager Inc | 7,039 | $3.56M | 1.20% | −920−11.6% | Reduced |
| MPS Loria Financial Planners, LLC | 7,039 | $3.56M | 1.38% | +114+1.6% | Added |
| Sepio Capital, LP | 7,057 | $3.56M | 0.35% | −18−0.3% | Reduced |
| Mattern Wealth Management LLC | 7,056 | $3.56M | 1.43% | +120+1.7% | Added |
| Cypress Asset Management Inc | 7,063 | $3.57M | 1.36% | −75−1.1% | Reduced |
| Pinkerton Retirement Specialists, LLC | 7,070 | $3.57M | 1.38% | −184−2.5% | Reduced |
| Valley Brook Capital Group | 7,080 | $3.58M | 3.90% | +10.0% | Added |
| TCWP LLC | 7,085 | $3.58M | 0.76% | +286+4.2% | Added |
| River & Mercantile Asset Management LLP | 7,080 | $3.58M | 0.69% | −1,880−21.0% | Reduced |