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 |
|---|---|---|---|---|---|
| Alpha Omega Wealth Management LLC | 655 | $331.0K | 0.06% | −35−5.1% | Reduced |
| Echo Street Capital Management LLC | 656 | $331.0K | 0.00% | +656 | New |
| Wealthcare Capital Management LLC | 658 | $332.0K | 0.04% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 659 | $333.0K | 0.28% | −123−15.7% | Reduced |
| BCJ Capital Management, LLC | 659 | $333.0K | 0.04% | −86−11.5% | Reduced |
| Howard Wealth Management, LLC | 665 | $335.0K | 0.24% | +95+16.7% | Added |
| Onyx Bridge Wealth Group LLC | 673 | $337.0K | 0.15% | −29−4.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 669 | $338.0K | 0.00% | −17−2.5% | Reduced |
| Marino, Stram & Associates LLC | 670 | $338.0K | 0.12% | −3−0.4% | Reduced |
| Levy Wealth Management Group, LLC | 670 | $338.0K | 0.15% | +670 | New |
| Forefront Analytics, LLC | 662 | $339.0K | 0.18% | +662 | New |
| RMR Wealth Builders | 674 | $340.0K | 0.08% | +60+9.8% | Added |
| Arlington Partners LLC | 677 | $342.0K | 0.14% | −154−18.5% | Reduced |
| FWL Investment Management, LLC | 677 | $342.0K | 0.30% | +677 | New |
| Braun-Bostich & Associates Inc. | 679 | $343.0K | 1.05% | −39−5.4% | Reduced |
| Probity Advisors, Inc. | 679 | $343.0K | 0.09% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 678 | $343.0K | 0.09% | +1+0.1% | Added |
| Grant/GrossMendelsohn, LLC | 635 | $343.0K | 0.19% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 680 | $343.0K | 0.07% | +377+124.4% | Added |
| Traynor Capital Management, Inc. | 681 | $344.0K | 0.06% | −31−4.4% | Reduced |
| Moseley Investment Management Inc | 681 | $344.0K | 0.25% | 00.0% | Unchanged |
| West Bancorporation Inc | 686 | $346.0K | 0.26% | −121−15.0% | Reduced |
| Autumn Glory Partners, LLC | 685 | $346.0K | 0.23% | −75−9.9% | Reduced |
| Seldon Capital LP | 687 | $347.0K | 0.25% | 00.0% | Unchanged |
| Round Table Services, LLC | 688 | $347.0K | 0.07% | +14+2.1% | Added |
| Western Pacific Wealth Management, LP | 690 | $348.0K | 0.36% | −33−4.6% | Reduced |
| HCR Wealth Advisors | 690 | $348.0K | 0.07% | 00.0% | Unchanged |
| DFPG Investments, LLC | 651 | $348.0K | 0.15% | +24+3.8% | Added |
| Sound Income Strategies, LLC | 690 | $348.0K | 0.05% | +180+35.3% | Added |
| LPWM LLC | 693 | $350.0K | 0.21% | 00.0% | Unchanged |
| Old North State Trust, LLC | 694 | $350.0K | 0.30% | +693+69,300.0% | Added |
| Curran Financial Partners, LLC | 697 | $352.0K | 0.18% | +15+2.2% | Added |
| Canvas Wealth Advisors, LLC | 648 | $352.0K | 0.15% | +135+26.3% | Added |
| Cassia Capital Partners, LLC | 699 | $353.0K | 0.32% | +10+1.5% | Added |
| Moreno Evelyn V | 701 | $354.0K | 0.16% | 00.0% | Unchanged |
| RTD Financial Advisors, Inc. | 703 | $355.0K | 0.07% | −96−12.0% | Reduced |
| Gries Financial LLC | 703 | $355.0K | 0.15% | −88−11.1% | Reduced |
| Gemmer Asset Management LLC | 702 | $355.0K | 0.06% | +210+42.7% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 707 | $357.0K | 0.28% | 00.0% | Unchanged |
| Flow Traders U.S. LLC | 708 | $358.0K | 0.02% | +708 | New |
| Worth Asset Management, LLC | 711 | $359.0K | 0.26% | −154−17.8% | Reduced |
| Bill Few Associates, Inc. | 712 | $359.0K | 0.24% | 00.0% | Unchanged |
| CJM Wealth Advisers, Ltd. | 711 | $359.1K | 0.26% | +21+3.0% | Added |
| Cottonwood Capital Advisors, LLC | 712 | $360.0K | 0.34% | +13+1.9% | Added |
| Greenwood Capital Associates LLC | 714 | $361.0K | 0.06% | 00.0% | Unchanged |
| Lantz Financial LLC | 714 | $361.0K | 0.19% | +15+2.1% | Added |
| Ridgecrest Wealth Partners, LLC | 716 | $362.0K | 0.30% | −4−0.6% | Reduced |
| Arbor Investment Advisors, LLC | 717 | $362.0K | 0.09% | 00.0% | Unchanged |
| Merlin Capital LLC | 718 | $363.0K | 0.84% | −175−19.6% | Reduced |
| Ullmann Financial Group, Inc. | 718 | $363.0K | 0.10% | 00.0% | Unchanged |
| Callan Capital, LLC | 720 | $364.0K | 0.06% | −8−1.1% | Reduced |
| Octavia Wealth Advisors, LLC | 723 | $365.0K | 0.10% | −17−2.3% | Reduced |
| Orgel Wealth Management, LLC | 727 | $367.0K | 0.02% | +75+11.5% | Added |
| New World Advisors LLC | 727 | $367.0K | 0.17% | +85+13.2% | Added |
| McGowan Group Asset Management, Inc. | 729 | $368.0K | 0.06% | +13+1.8% | Added |
| Investmark Advisory Group LLC | 730 | $368.0K | 0.33% | +189+34.9% | Added |
| Taylor & Morgan Wealth Management, LLC | 731 | $369.0K | 0.37% | 00.0% | Unchanged |
| Bickling Financial Services, Inc. | 731 | $370.0K | 0.25% | +2+0.3% | Added |
| Financial Council Asset Management Inc | 733 | $370.0K | 0.43% | +733 | New |
| Blue Square Asset Management, LLC | 735 | $371.0K | 0.25% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 735 | $371.0K | 0.34% | 00.0% | Unchanged |
| Covestor Ltd | 732 | $371.0K | 0.33% | +31+4.4% | Added |
| Financial Planning & Information Services, Inc. | 736 | $372.0K | 0.09% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 737 | $372.0K | 0.02% | +31+4.4% | Added |
| Ahrens Investment Partners LLC | 737 | $372.0K | 0.20% | +126+20.6% | Added |
| Boston Research & Management Inc | 740 | $373.0K | 0.13% | 00.0% | Unchanged |
| Cypress Financial Planning LLC | 738 | $373.0K | 0.26% | +49+7.1% | Added |
| Bernardo Wealth Planning LLC | 703 | $375.0K | 0.21% | +88+14.3% | Added |
| Castleview Partners, LLC | 743 | $375.0K | 0.36% | +733+7,330.0% | Added |
| Citizens & Northern Corp | 744 | $376.0K | 0.18% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 744 | $376.0K | 0.57% | +1+0.1% | Added |
| Aft, Forsyth & Company, Inc. | 745 | $376.0K | 0.34% | +120+19.2% | Added |
| Benchmark Financial Wealth Advisors, LLC | 744 | $376.0K | 0.22% | +197+36.0% | Added |
| Flaharty Asset Management, LLC | 748 | $378.0K | 0.08% | +8+1.1% | Added |
| Shilanski & Associates, Inc. | 749 | $378.0K | 0.14% | +64+9.3% | Added |
| Private Capital Management LLC | 749 | $378.0K | 0.14% | +276+58.4% | Added |
| Column Capital Advisors, LLC | 751 | $379.0K | 0.08% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 750 | $379.0K | 0.26% | 00.0% | Unchanged |
| Element Wealth, LLC | 753 | $380.0K | 0.35% | +1+0.1% | Added |
| American Financial Advisors, LLC | 754 | $381.0K | 0.07% | −2−0.3% | Reduced |
| Narus Financial Partners, LLC | 755 | $381.3K | 0.24% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 757 | $382.0K | 0.05% | 00.0% | Unchanged |
| Mayport, LLC | 756 | $382.0K | 0.31% | +157+26.2% | Added |
| Hamilton Wealth, LLC | 759 | $383.0K | 0.16% | +47+6.6% | Added |
| Columbia Asset Management | 759 | $383.0K | 0.10% | +51+7.2% | Added |
| Clark Financial Services Group Inc | 758 | $383.0K | 0.40% | +758 | New |
| Traphagen Investment Advisors LLC | 760 | $383.9K | 0.07% | −27−3.4% | Reduced |
| GenTrust, LLC | 760 | $384.0K | 0.03% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 761 | $384.0K | 0.04% | +55+7.8% | Added |
| Wellington Shields & Co., LLC | 760 | $384.0K | 0.17% | +230+43.4% | Added |
| LVZ Advisors, Inc. | 762 | $385.0K | 0.07% | −34−4.3% | Reduced |
| Newton One Investments LLC | 764 | $386.0K | 0.27% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 767 | $387.0K | 0.53% | −6−0.8% | Reduced |
| Twelve Points Wealth Management LLC | 770 | $389.0K | 0.30% | +22+2.9% | Added |
| Astoria Portfolio Advisors LLC. | 773 | $390.0K | 0.27% | +141+22.3% | Added |
| Philadelphia Trust Co | 777 | $392.0K | 0.04% | +82+11.8% | Added |
| Global Financial Private Client, LLC | 763 | $393.3K | 0.23% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 780 | $394.0K | 0.28% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 782 | $395.0K | 0.03% | 00.0% | Unchanged |
| Headinvest, LLC | 783 | $395.0K | 0.09% | +49+6.7% | Added |