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 |
|---|---|---|---|---|---|
| Prostatis Group LLC | 540 | $272.7K | 0.31% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 541 | $273.0K | 0.02% | +70+14.9% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 543 | $274.0K | 0.25% | +5+0.9% | Added |
| Wayfinding Financial, LLC | 543 | $274.0K | 0.26% | +37+7.3% | Added |
| Bedell Frazier Investment Counseling, LLC | 543 | $274.0K | 0.08% | +543 | New |
| Alley Investment Management Company, LLC | 545 | $275.0K | 0.05% | −20−3.5% | Reduced |
| IPG Investment Advisors LLC | 545 | $275.2K | 0.08% | −56−9.3% | Reduced |
| Integrity Advisory, LLC | 546 | $276.0K | 0.26% | −3−0.5% | Reduced |
| Atwood & Palmer Inc | 549 | $277.0K | 0.03% | 00.0% | Unchanged |
| Guild Investment Management, Inc. | 550 | $278.0K | 0.48% | −12−2.1% | Reduced |
| HITE Hedge Asset Management LLC | 550 | $278.0K | 0.02% | 00.0% | Unchanged |
| Wade Financial Advisory, Inc | 553 | $279.0K | 0.14% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 553 | $279.0K | 0.36% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 553 | $279.0K | 0.19% | +553 | New |
| Applied Research Investments, LLC | 554 | $280.0K | 5.65% | −1,201−68.4% | Reduced |
| David Loasby | 562 | $280.0K | 0.05% | +21+3.9% | Added |
| Indie Asset Partners, LLC | 557 | $281.0K | 0.29% | 00.0% | Unchanged |
| Clay Northam Wealth Management, LLC | 557 | $281.0K | 0.35% | 00.0% | Unchanged |
| Quilter Plc | 556 | $281.0K | 0.01% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 558 | $282.0K | 0.25% | −101−15.3% | Reduced |
| Vantage Consulting Group Inc | 559 | $282.0K | 0.16% | −2−0.4% | Reduced |
| Syntax Advisors, LLC | 559 | $282.0K | 0.24% | −2−0.4% | Reduced |
| JGP Wealth Management, LLC | 564 | $285.0K | 0.06% | +564 | New |
| Day & Ennis, LLC | 566 | $286.0K | 0.12% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 566 | $286.0K | 0.12% | +66+13.2% | Added |
| Carmel Capital Partners, LLC | 568 | $287.0K | 0.28% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 569 | $287.0K | 0.44% | +22+4.0% | Added |
| RGT Wealth Advisors, LLC | 570 | $288.0K | 0.05% | −298−34.3% | Reduced |
| Antonetti Capital Management LLC | 570 | $288.0K | 0.33% | −74−11.5% | Reduced |
| Dougherty Wealth Advisers LLC | 571 | $288.0K | 0.57% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 573 | $289.0K | 0.07% | +276+92.9% | Added |
| Altus Wealth Group LLC | 743 | $290.0K | 0.29% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 574 | $290.0K | 0.08% | +16+2.9% | Added |
| Azzad Asset Management Inc | 618 | $291.1K | 0.03% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 577 | $291.4K | 0.15% | 00.0% | Unchanged |
| Syverson Strege & Co | 578 | $292.0K | 0.15% | +1+0.2% | Added |
| One Charles Private Wealth Services, LLC | 580 | $293.0K | 0.19% | +3+0.5% | Added |
| KilterHowling LLC | 582 | $294.0K | 0.35% | −27−4.4% | Reduced |
| Dash Acquisitions Inc. | 582 | $294.0K | 0.16% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 585 | $295.0K | 0.09% | −80−12.0% | Reduced |
| Oakwell Private Wealth Management, LLC | 585 | $295.0K | 0.16% | −10−1.7% | Reduced |
| Grassi Investment Management | 585 | $295.0K | 0.04% | +100+20.6% | Added |
| High Pines Wealth Management, LLC | 587 | $296.0K | 0.57% | +96+19.6% | Added |
| Custos Family Office, LLC | 588 | $297.0K | 0.29% | −37−5.9% | Reduced |
| Kelman-Lazarov, Inc. | 590 | $298.0K | 0.10% | 00.0% | Unchanged |
| United Bank | 593 | $299.0K | 0.05% | +30+5.3% | Added |
| Crown Wealth Group, LLC | 594 | $300.0K | 0.31% | +23+4.0% | Added |
| Triumph Capital Management | 595 | $301.0K | 0.16% | −22−3.6% | Reduced |
| HC Advisors, LLC | 596 | $301.0K | 0.21% | +147+32.7% | Added |
| Cairn Investment Group, Inc. | 597 | $302.0K | 0.25% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 600 | $303.0K | 0.09% | +17+2.9% | Added |
| Tfo-TDC, LLC | 601 | $304.0K | 0.08% | −80−11.7% | Reduced |
| Von Berge Wealth Management Group, LLC | 610 | $304.0K | 0.32% | +1+0.2% | Added |
| Apella Capital, LLC | 604 | $305.0K | 0.04% | −41−6.4% | Reduced |
| Pensionmark Financial Group, LLC | 605 | $305.0K | 0.07% | +152+33.6% | Added |
| Benedict Financial Advisors Inc | 605 | $306.0K | 0.10% | +2+0.3% | Added |
| Blue Barn Wealth, LLC | 606 | $306.0K | 0.22% | +122+25.2% | Added |
| Sage Investment Advisers LLC | 607 | $307.0K | 0.48% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 608 | $307.1K | 0.22% | +43+7.6% | Added |
| Matrix Private Capital Group LLC | 609 | $308.0K | 0.21% | −201−24.8% | Reduced |
| Benin Management CORP | 609 | $308.0K | 0.13% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 609 | $308.0K | 0.09% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 612 | $309.0K | 0.04% | −150−19.7% | Reduced |
| Sittner & Nelson, LLC | 611 | $309.0K | 0.21% | −22−3.5% | Reduced |
| Endowment Wealth Management, Inc. | 612 | $309.0K | 0.37% | −4−0.6% | Reduced |
| Lansing Street Advisors | 610 | $309.0K | 0.24% | 00.0% | Unchanged |
| Peterson Wealth Services | 612 | $309.0K | 0.22% | +44+7.7% | Added |
| Lockerman Financial Group, Inc. | 613 | $310.0K | 0.89% | +51+9.1% | Added |
| Reston Wealth Management LLC | 617 | $311.0K | 0.19% | −102−14.2% | Reduced |
| Briaud Financial Planning, Inc | 568 | $313.0K | 0.28% | +102+21.9% | Added |
| CapWealth Advisors, LLC | 622 | $314.0K | 0.04% | −205−24.8% | Reduced |
| Atticus Wealth Management, LLC | 612 | $314.0K | 0.15% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 620 | $314.0K | 0.09% | +45+7.8% | Added |
| Well Done, LLC | 624 | $315.0K | 0.08% | +57+10.1% | Added |
| Strategic Wealth Designers | 624 | $315.0K | 0.09% | +64+11.4% | Added |
| Parcion Private Wealth LLC | 626 | $316.0K | 0.04% | −9−1.4% | Reduced |
| Family Firm, Inc. | 626 | $316.0K | 0.10% | −6−0.9% | Reduced |
| Indiana Trust & Investment Management CO | 625 | $316.0K | 0.19% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 627 | $317.0K | 0.07% | −20−3.1% | Reduced |
| Carson Advisory Inc. | 630 | $318.0K | 0.35% | −31−4.7% | Reduced |
| Range Financial Group LLC | 630 | $318.0K | 0.25% | −6−0.9% | Reduced |
| MBA Advisors LLC | 629 | $318.0K | 0.23% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 632 | $319.0K | 0.08% | −213−25.2% | Reduced |
| Aprio Wealth Management, LLC | 634 | $320.0K | 0.13% | −63−9.0% | Reduced |
| Hillsdale Investment Management Inc. | 637 | $322.0K | 0.03% | +14+2.2% | Added |
| Paragon Capital Management LLC | 638 | $322.0K | 0.21% | +25+4.1% | Added |
| Triad Financial Advisors, Inc. | 638 | $322.0K | 0.18% | +26+4.2% | Added |
| First Washington CORP | 642 | $324.0K | 0.16% | 00.0% | Unchanged |
| Capital Investment Services of America, Inc. | 643 | $325.0K | 0.04% | −55−7.9% | Reduced |
| MAS Advisors LLC | 644 | $325.0K | 0.31% | +160+33.1% | Added |
| Cheviot Value Management, LLC | 646 | $326.0K | 0.09% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 645 | $326.0K | 0.06% | +10+1.6% | Added |
| Diamant Asset Management, Inc. | 645 | $326.0K | 0.32% | +15+2.4% | Added |
| VisionPoint Advisory Group, LLC | 645 | $326.0K | 0.16% | +39+6.4% | Added |
| Ellenbecker Investment Group | 647 | $326.0K | 0.10% | +41+6.8% | Added |
| Sharkey, Howes & Javer | 648 | $327.0K | 0.07% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 647 | $327.0K | 0.02% | +100+18.3% | Added |
| Redwood Financial Network Corp | 651 | $329.0K | 0.38% | −19−2.8% | Reduced |
| Summit Financial Group Inc | 651 | $329.0K | 0.14% | 00.0% | Unchanged |
| Northstar Group, Inc. | 654 | $330.0K | 0.10% | 00.0% | Unchanged |