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
- 2,999
- +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
- 1,240 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 | 3,055 | $202.4B |
| Q4 2025 | 3,312 | $248.2B |
| Q3 2025 | 3,169 | $253.5B |
| Q2 2025 | 3,186 | $241.1B |
| Q1 2025 | 3,614 | $424.3B |
| Q4 2024 | 3,685 | $409.5B |
| Q3 2024 | 3,477 | $474.6B |
| Q2 2024 | 3,407 | $411.9B |
| Q1 2024 | 3,385 | $398.9B |
| Q4 2023 | 3,422 | $428.0B |
| Q3 2023 | 3,145 | $407.5B |
| Q2 2023 | 3,137 | $388.4B |
| Q1 2023 | 3,115 | $383.6B |
| Q4 2022 | 3,160 | $434.2B |
| Q3 2022 | 2,999 | $413.5B |
| Q2 2022 | 2,965 | $422.0B |
| Q1 2022 | 2,966 | $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 |
|---|---|---|---|---|---|
| CKW Financial Group | 200 | $101.0K | 0.02% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 200 | $101.0K | 0.06% | 00.0% | Unchanged |
| Surevest, LLC | 201 | $102.0K | 0.03% | −99−33.0% | Reduced |
| PYA Waltman Capital, LLC | 204 | $103.0K | 0.06% | 00.0% | Unchanged |
| Hoese & Co LLP | 212 | $107.0K | 0.13% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 214 | $108.0K | 0.09% | −67−23.8% | Reduced |
| Norway Savings Bank | 222 | $112.0K | 0.06% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 225 | $114.0K | 0.05% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 230 | $116.0K | 0.04% | 00.0% | Unchanged |
| Hudock, Inc. | 238 | $120.0K | 0.04% | +1+0.4% | Added |
| TD Capital Management LLC | 239 | $120.0K | 0.02% | +239 | New |
| O'Brien Wealth Partners LLC | 243 | $123.0K | 0.05% | +7+3.0% | Added |
| Virtus Investment Advisers, Inc. | 243 | $123.0K | 0.06% | +243 | New |
| Abound Wealth Management | 248 | $125.2K | 0.07% | +248 | New |
| TFC Financial Management | 253 | $128.0K | 0.04% | 00.0% | Unchanged |
| Addison Advisors LLC | 253 | $128.0K | 0.08% | +41+19.3% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 256 | $129.0K | 0.09% | +44+20.8% | Added |
| Mach-1 Financial Group, Inc. | 260 | $131.0K | 0.14% | +7+2.8% | Added |
| Oliver Lagore Vanvalin Investment Group | 260 | $131.0K | 0.08% | +29+12.6% | Added |
| First PREMIER Bank | 265 | $134.0K | 0.04% | −16−5.7% | Reduced |
| Axiom Investment Management LLC | 262 | $134.0K | 0.27% | +262 | New |
| Leelyn Smith, LLC | 272 | $137.0K | 0.05% | −228−45.6% | Reduced |
| Lowe Wealth Advisors, LLC | 272 | $137.0K | 0.08% | −19−6.5% | Reduced |
| Winch Advisory Services, LLC | 271 | $137.0K | 0.06% | +1+0.4% | Added |
| Rowland & Co Investment Counsel | 286 | $144.4K | 0.04% | +49+20.7% | Added |
| Hills Bank & Trust Co | 287 | $145.0K | 0.02% | −95−24.9% | Reduced |
| New Millennium Group LLC | 291 | $146.0K | 0.16% | +11+3.9% | Added |
| Tradewinds Capital Management, LLC | 291 | $147.0K | 0.06% | 00.0% | Unchanged |
| TSFG, LLC | 305 | $154.0K | 0.07% | −27−8.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 309 | $156.0K | 0.00% | −473−60.5% | Reduced |
| Natixis Investment Managers International | 312 | $157.0K | 0.01% | −3,844−92.5% | Reduced |
| Ten Capital Wealth Advisors, LLC | 314 | $159.0K | 0.07% | +51+19.4% | Added |
| Solstein Capital, LLC | 320 | $162.0K | 0.14% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 320 | $162.0K | 0.02% | +12+3.9% | Added |
| Disciplined Investments, LLC | 323 | $163.0K | 0.07% | −5−1.5% | Reduced |
| Orion Capital Management LLC | 338 | $171.0K | 0.14% | +93+38.0% | Added |
| Dakota Community Bank & Trust NA | 340 | $172.0K | 1.19% | +340 | New |
| Your Advocates Ltd., LLP | 350 | $177.0K | 0.11% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 353 | $178.0K | 0.04% | +1+0.3% | Added |
| Monolith Advisors | 352 | $178.0K | 0.20% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 354 | $179.0K | 0.05% | +98+38.3% | Added |
| WFA Asset Management Corp | 358 | $180.9K | 0.13% | +1+0.3% | Added |
| Tevis Investment Management | 362 | $183.0K | 0.18% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 368 | $186.0K | 1.79% | +26+7.6% | Added |
| Founders Capital Management | 370 | $187.0K | 0.15% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 375 | $189.4K | 0.05% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 378 | $191.0K | 0.06% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 393 | $198.0K | 0.06% | −22−5.3% | Reduced |
| Grandfield & Dodd, LLC | 400 | $200.0K | 0.02% | 00.0% | Unchanged |
| QCM Cayman, Ltd. | 397 | $201.0K | 2.94% | −82−17.1% | Reduced |
| Monticello Wealth Management, LLC | 397 | $201.0K | 0.02% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 397 | $201.0K | 0.06% | +397 | New |
| Zhang Financial LLC | 398 | $201.0K | 0.03% | +398 | New |
| Claret Asset Management Corp | 399 | $202.0K | 0.05% | −10−2.4% | Reduced |
| West Coast Financial LLC | 400 | $202.0K | 0.04% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 400 | $202.0K | 0.04% | 00.0% | Unchanged |
| Southern Capital Advisors, LLC | 400 | $202.0K | 0.17% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 402 | $203.0K | 0.09% | +10+2.6% | Added |
| V2 Financial group LLC | 403 | $203.5K | 0.18% | 00.0% | Unchanged |
| Rosenbaum Jay D. | 405 | $205.0K | 0.47% | −120−22.9% | Reduced |
| Harbor Advisory Corp | 406 | $205.0K | 0.09% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 406 | $205.0K | 0.17% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 407 | $206.0K | 0.16% | +407 | New |
| Oak Harvest Investment Services | 412 | $208.0K | 0.06% | +412 | New |
| Hollow Brook Wealth Management LLC | 414 | $209.0K | 0.12% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 414 | $209.0K | 0.17% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 414 | $209.0K | 0.08% | +19+4.8% | Added |
| Smith Shellnut Wilson LLC | 416 | $210.0K | 0.14% | 00.0% | Unchanged |
| Axiom Financial Strategies, LLC | 416 | $210.0K | 0.11% | +3+0.7% | Added |
| Meridian Wealth Partners, LLC | 415 | $210.0K | 0.05% | +18+4.5% | Added |
| Hazlett, Burt & Watson, Inc. | 417 | $211.0K | 0.20% | −6−1.4% | Reduced |
| Eldridge Investment Advisors, Inc. | 420 | $212.0K | 0.08% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 417 | $212.0K | 0.11% | −39−8.6% | Reduced |
| Keystone Wealth Services, LLC | 421 | $213.0K | 0.10% | +421 | New |
| AlphaCentric Advisors LLC | 421 | $213.0K | 0.22% | +421 | New |
| Rockbridge Investment Management, LCC | 423 | $213.6K | 0.05% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 424 | $214.0K | 0.05% | −11−2.5% | Reduced |
| Heartwood Wealth Advisors LLC | 424 | $214.0K | 0.04% | 00.0% | Unchanged |
| NTV Asset Management LLC | 423 | $214.0K | 0.05% | 00.0% | Unchanged |
| Madden Securities Corp | 423 | $214.0K | 0.13% | 00.0% | Unchanged |
| SBB Research Group LLC | 424 | $214.0K | 0.30% | +424 | New |
| Palladiem, LLC | 425 | $215.0K | 0.23% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 427 | $215.0K | 0.26% | +17+4.1% | Added |
| Summit Asset Management, LLC | 426 | $215.0K | 0.07% | +29+7.3% | Added |
| Paragon Wealth Strategies, LLC | 425 | $215.0K | 0.21% | +425 | New |
| AMJ Financial Wealth Management | 425 | $215.0K | 0.14% | +425 | New |
| Landmark Financial Advisors, LLC | 427 | $216.0K | 0.11% | −18−4.0% | Reduced |
| Papp L Roy & Associates | 428 | $216.0K | 0.03% | −5−1.2% | Reduced |
| Empirical Asset Management, LLC | 430 | $217.0K | 0.24% | −30−6.5% | Reduced |
| WMG Financial Advisors, LLC | 427 | $217.0K | 0.20% | −18−4.0% | Reduced |
| Partners in Financial Planning | 410 | $217.3K | 0.06% | 00.0% | Unchanged |
| Academy Capital Management Inc | 432 | $218.0K | 0.05% | 00.0% | Unchanged |
| Hutner Capital Management Inc | 432 | $218.0K | 0.15% | +32+8.0% | Added |
| Kinloch Capital, LLC | 433 | $219.0K | 0.14% | −10−2.3% | Reduced |
| McIlrath & Eck, LLC | 433 | $219.0K | 0.06% | +159+58.0% | Added |
| LCNB Corp | 438 | $221.0K | 0.12% | 00.0% | Unchanged |
| Corrigan Financial, Inc. | 441 | $222.7K | 0.08% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 442 | $223.0K | 0.04% | −71−13.8% | Reduced |
| Acorn Financial Advisory Services Inc | 442 | $223.0K | 0.05% | −59−11.8% | Reduced |
| Meitav Dash Investments Ltd | 428 | $223.0K | 0.00% | 00.0% | Unchanged |