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 |
|---|---|---|---|---|---|
| Raffa Wealth Management, LLC | 444 | $224.2K | 0.10% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 445 | $225.0K | 0.15% | −200−31.0% | Reduced |
| Diligent Investors, LLC | 446 | $225.0K | 0.08% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 445 | $225.0K | 0.06% | +445 | New |
| Financial Partners Capital Management LLC | 447 | $225.8K | 0.05% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 447 | $226.0K | 0.06% | +4+0.9% | Added |
| Physicians Financial Services, Inc. | 450 | $227.0K | 0.11% | −55−10.9% | Reduced |
| Select Asset Management & Trust | 450 | $227.0K | 0.27% | 00.0% | Unchanged |
| Orser Capital Management, LLC | 450 | $227.0K | 0.41% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 450 | $227.0K | 0.07% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 450 | $227.0K | 0.16% | +450 | New |
| Weaver Consulting Group | 452 | $228.0K | 0.13% | +8+1.8% | Added |
| Fiducient Advisors LLC | 454 | $229.0K | 0.11% | −187−29.2% | Reduced |
| Eclectic Associates Inc | 454 | $229.0K | 0.15% | 00.0% | Unchanged |
| Essex LLC | 454 | $229.0K | 0.08% | 00.0% | Unchanged |
| First National Advisers, LLC | 453 | $229.0K | 0.34% | +45+11.0% | Added |
| Power Corp of Canada | 453 | $229.0K | 0.03% | +453 | New |
| Alesco Advisors LLC | 455 | $230.0K | 0.01% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 455 | $230.0K | 0.20% | 00.0% | Unchanged |
| Financial Management Network Inc | 439 | $230.0K | 0.11% | +5+1.2% | Added |
| WBH Advisory Inc | 457 | $231.0K | 0.03% | −154−25.2% | Reduced |
| Jacobs & Co | 459 | $231.0K | 0.03% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 457 | $231.0K | 0.17% | +80+21.2% | Added |
| LifeSteps Financial, Inc. | 459 | $232.0K | 0.26% | 00.0% | Unchanged |
| TTP Investments, Inc. | 459 | $232.0K | 0.28% | +1+0.2% | Added |
| Future Financial Wealth Managment LLC | 451 | $232.0K | 0.27% | +1+0.2% | Added |
| Running Point Capital Advisors, LLC | 459 | $232.0K | 0.15% | +459 | New |
| Capital Directions Investment Advisors, LLC | 0 | $235.0K | 0.09% | −518−100.0% | Reduced |
| EPG Wealth Management LLC | 465 | $235.0K | 0.10% | −9−1.9% | Reduced |
| Investment Advisory Group, LLC | 465 | $235.0K | 0.16% | +41+9.7% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 465 | $235.0K | 0.01% | +465 | New |
| Exeter Financial, LLC | 467 | $236.0K | 0.14% | 00.0% | Unchanged |
| Financial Advisory Group | 468 | $236.0K | 0.05% | +15+3.3% | Added |
| Paces Ferry Wealth Advisors, LLC | 469 | $237.0K | 0.26% | +1+0.2% | Added |
| Wealthquest Corp | 470 | $237.0K | 0.03% | +20+4.4% | Added |
| Manchester Financial Inc | 471 | $238.0K | 0.07% | −10−2.1% | Reduced |
| One Day In July LLC | 472 | $238.0K | 0.06% | +472 | New |
| Bridge Advisory, LLC | 473 | $239.0K | 0.12% | +14+3.1% | Added |
| Landaas & Co | 475 | $240.0K | 0.15% | 00.0% | Unchanged |
| Kraft Asset Management, LLC | 479 | $242.0K | 0.25% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 479 | $242.0K | 0.26% | +27+6.0% | Added |
| Prio Wealth Limited Partnership | 480 | $242.4K | 0.01% | 00.0% | Unchanged |
| Accuvest Global Advisors | 482 | $243.0K | 0.17% | −25−4.9% | Reduced |
| NovaPoint Capital, LLC | 481 | $243.0K | 0.11% | 00.0% | Unchanged |
| Albert D Mason Inc | 482 | $243.0K | 0.19% | +5+1.0% | Added |
| Bell Investment Advisors, Inc | 481 | $243.0K | 0.08% | +68+16.5% | Added |
| Aviance Capital Partners, LLC | 485 | $245.0K | 0.06% | −69−12.5% | Reduced |
| Versant Capital Management, Inc | 486 | $245.0K | 0.10% | +4+0.8% | Added |
| Wellspring Financial Advisors, LLC | 486 | $246.0K | 0.09% | −34−6.5% | Reduced |
| Jackson Thornton Asset Management, LLC | 488 | $246.0K | 0.07% | +21+4.5% | Added |
| Private Asset Management Inc | 489 | $247.0K | 0.04% | −100−17.0% | Reduced |
| Benchmark Wealth Management, LLC | 489 | $247.0K | 0.19% | −100−17.0% | Reduced |
| Osterweis Capital Management Inc | 489 | $247.0K | 0.02% | +26+5.6% | Added |
| BlackDiamond Wealth Management Inc. | 458 | $247.0K | 0.30% | +8+1.8% | Added |
| Financial Partners Group, Inc | 488 | $247.0K | 0.07% | +70+16.7% | Added |
| ForthRight Wealth Management, LLC | 491 | $248.0K | 0.15% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 475 | $248.0K | 0.04% | +25+5.6% | Added |
| Financial Avengers, Inc. | 491 | $248.0K | 0.20% | +87+21.5% | Added |
| Gray Wealth Management Inc. | 496 | $250.0K | 0.16% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 496 | $250.0K | 0.21% | +12+2.5% | Added |
| Schoolcraft Capital LLC | 495 | $250.2K | 0.08% | +495 | New |
| Peak Planning Group, LLC | 496 | $250.4K | 0.23% | +496 | New |
| Sandy Cove Advisors, LLC | 499 | $252.0K | 0.23% | −55−9.9% | Reduced |
| BlueSky Wealth Advisors, LLC | 498 | $252.0K | 0.06% | +66+15.3% | Added |
| O'Keefe Stevens Advisory, Inc. | 499 | $252.0K | 0.17% | +99+24.8% | Added |
| NJ State Employees Deferred Compensation Plan | 500 | $253.0K | 0.04% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 500 | $253.0K | 0.09% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 500 | $253.0K | 0.15% | 00.0% | Unchanged |
| apricus wealth, LLC | 500 | $253.0K | 0.25% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 500 | $253.0K | 0.26% | +107+27.2% | Added |
| Greenspring Advisors, LLC | 503 | $254.0K | 0.08% | −15−2.9% | Reduced |
| Ironsides Asset Advisors, LLC | 503 | $254.0K | 0.11% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 503 | $254.0K | 0.03% | +15+3.1% | Added |
| Independent Wealth Network Inc. | 502 | $254.0K | 0.20% | +20+4.1% | Added |
| Advanced Research Investment Solutions, LLC | 505 | $255.0K | 0.16% | +330+188.6% | Added |
| Aletheian Wealth Advisors LLC | 507 | $256.0K | 0.29% | −99−16.3% | Reduced |
| Roth Financial Partners LLC | 507 | $256.0K | 0.21% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 507 | $256.0K | 0.26% | +507 | New |
| Raleigh Capital Management Inc. | 509 | $257.0K | 0.15% | +39+8.3% | Added |
| Nixon Peabody Trust Co | 510 | $257.6K | 0.22% | −230−31.1% | Reduced |
| CSM Advisors, LLC | 511 | $258.0K | 0.03% | +65+14.6% | Added |
| Private Capital Management, LLC | 513 | $259.0K | 0.04% | +2+0.4% | Added |
| Windward Capital Management Co | 515 | $260.0K | 0.03% | −2−0.4% | Reduced |
| Birch Hill Investment Advisors LLC | 519 | $262.0K | 0.02% | 00.0% | Unchanged |
| Congress Park Capital LLC | 520 | $263.0K | 0.17% | −112−17.7% | Reduced |
| Clarity Wealth Advisors, LLC | 522 | $263.0K | 0.16% | −2−0.4% | Reduced |
| Cherrydale Wealth Management, LLC | 522 | $263.0K | 0.24% | +10+2.0% | Added |
| Tyler-Stone Wealth Management | 522 | $263.0K | 0.20% | +31+6.3% | Added |
| Pacific Global Investment Management CO | 524 | $265.0K | 0.06% | −51−8.9% | Reduced |
| First Citizens Financial Corp | 525 | $265.0K | 0.26% | −20−3.7% | Reduced |
| Pavion Blue Capital, LLC | 524 | $265.0K | 0.19% | 00.0% | Unchanged |
| Karlinski Andrew C | 526 | $266.0K | 0.40% | −4−0.8% | Reduced |
| G2 Capital Management, LLC | 532 | $268.0K | 0.12% | 00.0% | Unchanged |
| Bath Savings Trust Co | 532 | $269.0K | 0.04% | +33+6.6% | Added |
| Kaizen Financial Strategies | 532 | $269.0K | 0.27% | +532 | New |
| Meridian Financial, LLC | 533 | $269.2K | 0.31% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 535 | $270.0K | 0.02% | +25+4.9% | Added |
| Spotlight Asset Group, Inc. | 507 | $271.0K | 0.27% | +507 | New |
| Vista Capital Partners, Inc. | 538 | $272.0K | 0.05% | −20−3.6% | Reduced |
| Bridgeworth, LLC | 539 | $272.0K | 0.06% | 00.0% | Unchanged |