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 |
|---|---|---|---|---|---|
| Advocate Group LLC | 7,097 | $3.58M | 0.89% | +68+1.0% | Added |
| HM Capital Management, LLC | 7,112 | $3.59M | 2.15% | +32+0.5% | Added |
| Barings LLC | 7,133 | $3.60M | 0.14% | −4,495−38.7% | Reduced |
| Berkshire Bank | 7,135 | $3.60M | 1.10% | +25+0.4% | Added |
| Doyle Wealth Management | 7,142 | $3.61M | 0.31% | +139+2.0% | Added |
| Legacy CG, LLC | 7,144 | $3.61M | 2.38% | +79+1.1% | Added |
| Strategic Financial Services, Inc, | 7,147 | $3.61M | 0.32% | −874−10.9% | Reduced |
| Royal Capital Wealth Management, LLC | 7,157 | $3.61M | 4.21% | +9+0.1% | Added |
| True North Advisors, LLC | 7,177 | $3.62M | 1.19% | −105−1.4% | Reduced |
| Choate Investment Advisors | 7,179 | $3.63M | 0.24% | +475+7.1% | Added |
| Financial Advisory Service, Inc. | 7,180 | $3.63M | 0.40% | +787+12.3% | Added |
| Cypress Capital Group | 7,197 | $3.63M | 0.61% | +350+5.1% | Added |
| Empowered Funds, LLC | 7,230 | $3.65M | 0.35% | +2,384+49.2% | Added |
| Proquility Private Wealth Partners, LLC | 7,257 | $3.67M | 1.69% | −157−2.1% | Reduced |
| G&S Capital LLC | 7,260 | $3.67M | 1.95% | +1,745+31.6% | Added |
| Wealth Alliance | 7,305 | $3.69M | 0.73% | +21+0.3% | Added |
| Hohimer Wealth Management, LLC | 7,333 | $3.70M | 1.19% | +70+1.0% | Added |
| Globeflex Capital L P | 7,340 | $3.71M | 0.64% | +4,448+153.8% | Added |
| Simplify Asset Management Inc. | 7,353 | $3.71M | 0.52% | +336+4.8% | Added |
| Delta Capital Management LLC | 7,410 | $3.74M | 3.05% | 00.0% | Unchanged |
| Foster & Motley Inc | 7,437 | $3.76M | 0.36% | −284−3.7% | Reduced |
| Page Arthur B | 7,448 | $3.76M | 3.93% | −152−2.0% | Reduced |
| Voya Financial Advisors, Inc. | 7,395 | $3.76M | 0.49% | +80+1.1% | Added |
| TFG Advisers LLC | 7,451 | $3.76M | 2.10% | +257+3.6% | Added |
| Harbour Investment Management LLC | 7,453 | $3.76M | 2.36% | +10+0.1% | Added |
| Charles Carroll Financial Partners, LLC | 7,501 | $3.79M | 6.11% | +1,330+21.6% | Added |
| PCJ Investment Counsel Ltd. | 7,500 | $3.79M | 1.86% | +7,500 | New |
| Great Diamond Partners, LLC | 7,504 | $3.79M | 1.29% | +670+9.8% | Added |
| First Horizon Advisors, Inc. | 7,506 | $3.79M | 0.15% | −161−2.1% | Reduced |
| Clear Harbor Asset Management, LLC | 7,558 | $3.82M | 0.53% | −62−0.8% | Reduced |
| LGT Group Foundation | 7,566 | $3.82M | 0.15% | +5,785+324.8% | Added |
| Forefront Wealth Management Inc. | 7,580 | $3.83M | 5.33% | −135−1.7% | Reduced |
| Westover Capital Advisors, LLC | 7,609 | $3.84M | 1.47% | −14−0.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 7,613 | $3.85M | 0.94% | +310+4.2% | Added |
| Hyman Charles D | 7,626 | $3.85M | 0.30% | −65−0.8% | Reduced |
| Harrell Investment Partners, LLC | 7,643 | $3.86M | 1.61% | +588+8.3% | Added |
| Bollard Group LLC | 7,655 | $3.87M | 0.16% | +13+0.2% | Added |
| Bensler, LLC | 7,655 | $3.87M | 0.92% | +111+1.5% | Added |
| Jackson Square Capital, LLC | 7,657 | $3.87M | 1.89% | −273−3.4% | Reduced |
| Strategic Advisors LLC | 7,685 | $3.88M | 0.86% | +473+6.6% | Added |
| Sequoia Financial Advisors, LLC | 7,698 | $3.89M | 0.12% | −1,580−17.0% | Reduced |
| NorthRock Partners, LLC | 7,699 | $3.89M | 0.45% | +151+2.0% | Added |
| Chase Investment Counsel Corp | 7,733 | $3.90M | 2.47% | −64−0.8% | Reduced |
| Raab & Moskowitz Asset Management LLC | 7,735 | $3.91M | 1.64% | +92+1.2% | Added |
| Veriti Management LLC | 7,739 | $3.91M | 0.57% | +65+0.8% | Added |
| Compton Wealth Advisory Group, LLC | 7,761 | $3.92M | 1.67% | −599−7.2% | Reduced |
| Piscataqua Savings Bank | 7,767 | $3.92M | 3.75% | −65−0.8% | Reduced |
| Family Legacy, Inc. | 7,777 | $3.93M | 1.97% | −32−0.4% | Reduced |
| Decatur Capital Management, Inc. | 7,784 | $3.93M | 2.97% | +2,116+37.3% | Added |
| Summit Financial, LLC | 7,797 | $3.94M | 0.37% | +1,506+23.9% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 7,799 | $3.94M | 0.65% | +54+0.7% | Added |
| Affiance Financial, LLC | 7,817 | $3.95M | 2.22% | −33−0.4% | Reduced |
| Caas Capital Management LP | 7,831 | $3.96M | 0.52% | +7,831 | New |
| Roanoke Asset Management Corp | 7,835 | $3.96M | 1.88% | +25+0.3% | Added |
| MU Investments Co., Ltd. | 7,780 | $3.96M | 5.49% | 00.0% | Unchanged |
| West Branch Capital LLC | 7,860 | $3.97M | 2.47% | +86+1.1% | Added |
| Eudaimonia Partners, LLC | 7,897 | $3.99M | 1.04% | +1,689+27.2% | Added |
| Union Heritage Capital, LLC | 7,900 | $3.99M | 2.65% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 7,905 | $3.99M | 0.75% | +484+6.5% | Added |
| Capital Insight Partners, LLC | 7,911 | $4.00M | 1.08% | +213+2.8% | Added |
| City Holding Co | 7,913 | $4.00M | 0.79% | +77+1.0% | Added |
| Elgethun Capital Management | 7,913 | $4.00M | 1.60% | +1,336+20.3% | Added |
| IHT Wealth Management, LLC | 7,916 | $4.00M | 0.30% | +4,102+107.6% | Added |
| Harvest Volatility Management LLC | 7,873 | $4.01M | 0.69% | +568+7.8% | Added |
| Grove Bank & Trust | 7,934 | $4.01M | 0.99% | +81+1.0% | Added |
| RFG Advisory, LLC | 7,254 | $4.01M | 0.23% | +226+3.2% | Added |
| Oak Associates, Ltd | 7,950 | $4.01M | 0.34% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 8,017 | $4.05M | 0.38% | +576+7.7% | Added |
| Zeke Capital Advisors, LLC | 8,022 | $4.05M | 0.29% | +51+0.6% | Added |
| GDS Wealth Management | 8,029 | $4.05M | 0.90% | +539+7.2% | Added |
| DeDora Capital, Inc. | 8,032 | $4.06M | 2.11% | +44+0.6% | Added |
| Valeo Financial Advisors, LLC | 8,114 | $4.10M | 0.26% | +957+13.4% | Added |
| PFG Advisors | 8,117 | $4.10M | 0.47% | +558+7.4% | Added |
| Kerrisdale Advisers, LLC | 8,170 | $4.13M | 1.00% | −960−10.5% | Reduced |
| SNS Financial Group, LLC | 8,214 | $4.15M | 0.60% | −100−1.2% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 8,245 | $4.16M | 3.08% | −13−0.2% | Reduced |
| Private Wealth Strategies, L.L.C. | 8,297 | $4.19M | 1.22% | +47+0.6% | Added |
| Lakeview Capital Partners, LLC | 8,301 | $4.19M | 1.65% | +4,913+145.0% | Added |
| Scott & Selber, Inc. | 8,305 | $4.19M | 2.02% | +32+0.4% | Added |
| Baker Avenue Asset Management, LP | 8,307 | $4.20M | 0.28% | −2,334−21.9% | Reduced |
| Community Bank, N.A. | 8,412 | $4.25M | 0.65% | +230+2.8% | Added |
| Murphy Pohlad Asset Management LLC | 8,452 | $4.27M | 1.98% | +89+1.1% | Added |
| Enterprise Bank & Trust Co | 8,464 | $4.28M | 2.22% | −47−0.6% | Reduced |
| Nicollet Investment Management, Inc. | 8,478 | $4.28M | 2.34% | −124−1.4% | Reduced |
| Becker Capital Management Inc | 8,505 | $4.29M | 0.23% | −10−0.1% | Reduced |
| Peachtree Investment Partners, LLC | 8,505 | $4.29M | 2.89% | +860+11.2% | Added |
| Pavadi Capital LLC | 8,514 | $4.30M | 4.12% | −821−8.8% | Reduced |
| Money Concepts Capital Corp | 8,523 | $4.30M | 0.25% | +4,471+110.3% | Added |
| Solidarilty Wealth, LLC | 7,957 | $4.34M | 2.51% | +3,143+65.3% | Added |
| Larson Financial Group LLC | 8,683 | $4.38M | 0.62% | +6,755+350.4% | Added |
| South State Corp. | 8,695 | $4.39M | 0.44% | +76+0.9% | Added |
| Olstein Capital Management, L.P. | 8,700 | $4.39M | 0.74% | −1,300−13.0% | Reduced |
| Rice Partnership, LLC | 8,703 | $4.39M | 1.41% | +3,253+59.7% | Added |
| Benson Investment Management Company, Inc. | 8,747 | $4.42M | 3.11% | −9−0.1% | Reduced |
| HGK Asset Management Inc | 8,783 | $4.44M | 1.65% | −1,369−13.5% | Reduced |
| NWK Group, Inc. | 8,796 | $4.44M | 3.44% | −339−3.7% | Reduced |
| Plimoth Trust Co LLC | 8,800 | $4.44M | 1.54% | −149−1.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 8,820 | $4.45M | 0.04% | +104+1.2% | Added |
| Keebeck Wealth Management, LLC | 8,835 | $4.46M | 0.86% | +637+7.8% | Added |
| Field & Main Bank | 8,863 | $4.48M | 3.01% | −414−4.5% | Reduced |