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 |
|---|---|---|---|---|---|
| Alliance Wealth Advisors, LLC | 787 | $397.0K | 0.37% | −14−1.7% | Reduced |
| Index Fund Advisors, Inc. | 787 | $397.0K | 0.03% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 787 | $397.0K | 0.13% | +787 | New |
| swisspartners Ltd. | 790 | $399.0K | 0.41% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 791 | $399.0K | 0.52% | +22+2.9% | Added |
| Signet Financial Management, LLC | 792 | $400.0K | 0.08% | −36−4.3% | Reduced |
| Beaton Management Co. Inc. | 792 | $400.0K | 0.30% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 794 | $401.0K | 0.17% | +115+16.9% | Added |
| SRB Corp | 794 | $402.0K | 0.03% | +794 | New |
| Coulter & Justus Financial Services, LLC | 802 | $405.0K | 0.32% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 802 | $405.0K | 0.42% | +41+5.4% | Added |
| Corton Capital Inc. | 802 | $405.0K | 0.50% | +52+6.9% | Added |
| Eubel Brady & Suttman Asset Management Inc | 805 | $407.0K | 0.07% | −66−7.6% | Reduced |
| JJJ Advisors Inc. | 816 | $407.0K | 0.13% | +44+5.7% | Added |
| Leo H. Evart, Inc. | 809 | $408.6K | 0.62% | +2+0.2% | Added |
| SOA Wealth Advisors, LLC. | 810 | $409.0K | 0.12% | −17−2.1% | Reduced |
| Teamwork Financial Advisors, LLC | 814 | $411.0K | 0.09% | +814 | New |
| Vaughan Nelson Investment Management, L.P. | 815 | $412.0K | 0.01% | −775−48.7% | Reduced |
| Chickasaw Capital Management LLC | 815 | $412.0K | 0.02% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 816 | $412.0K | 0.15% | +1+0.1% | Added |
| Motive Wealth Advisors | 816 | $412.0K | 0.33% | +388+90.7% | Added |
| Delphia (USA) Inc. | 817 | $413.0K | 0.47% | −905−52.6% | Reduced |
| Main Street Research LLC | 820 | $414.0K | 0.09% | +140+20.6% | Added |
| ETF Portfolio Partners, Inc. | 822 | $415.0K | 0.18% | +13+1.6% | Added |
| JTC Employer Solutions Trusteee Ltd | 772 | $415.0K | 0.07% | +772 | New |
| MGO Private Wealth, LLC | 823 | $416.0K | 0.20% | +823 | New |
| Curated Wealth Partners LLC | 826 | $417.0K | 0.12% | −41−4.7% | Reduced |
| Blue Zone Wealth Advisors, LLC | 825 | $417.0K | 0.22% | −11−1.3% | Reduced |
| First Financial Corp | 825 | $417.0K | 0.28% | 00.0% | Unchanged |
| Private Ocean, LLC | 829 | $418.0K | 0.07% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 831 | $419.0K | 0.16% | +21+2.6% | Added |
| Klingenstein Fields & Co LP | 834 | $421.0K | 0.02% | −137−14.1% | Reduced |
| Woodstock Corp | 834 | $421.0K | 0.06% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 834 | $421.0K | 0.11% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 835 | $422.0K | 0.39% | −95−10.2% | Reduced |
| Ellsworth Advisors, LLC | 835 | $422.0K | 0.18% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 835 | $422.0K | 0.12% | +6+0.7% | Added |
| Colton Groome Financial Advisors, LLC | 838 | $423.0K | 0.22% | +15+1.8% | Added |
| Cutter & CO Brokerage, Inc. | 838 | $423.0K | 0.16% | +162+24.0% | Added |
| Fure Financial Corp | 840 | $424.0K | 0.35% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 842 | $425.0K | 0.05% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 842 | $425.0K | 0.06% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 841 | $425.0K | 0.40% | +21+2.6% | Added |
| Rathbone Brothers plc | 843 | $426.0K | 0.01% | +90+12.0% | Added |
| First Community Trust NA | 846 | $427.0K | 0.58% | −25−2.9% | Reduced |
| Vicus Capital | 845 | $427.0K | 0.05% | −9−1.1% | Reduced |
| Mendel Capital Management LLC | 848 | $428.0K | 0.50% | +4+0.5% | Added |
| Wealth Enhancement & Preservation of GA, LLC | 850 | $429.0K | 0.69% | −1,337−61.1% | Reduced |
| Gsa Capital Partners LLP | 850 | $429.0K | 0.06% | +850 | New |
| Engineers Gate Manager LP | 852 | $430.0K | 0.03% | +852 | New |
| Trellis Advisors, LLC | 854 | $431.0K | 0.25% | +38+4.7% | Added |
| Jackson Hole Capital Partners, LLC | 854 | $431.0K | 0.13% | +268+45.7% | Added |
| NuWave Investment Management, LLC | 856 | $432.0K | 0.50% | +856 | New |
| Barrett & Company, Inc. | 815 | $432.1K | 0.29% | +815 | New |
| Clarus Wealth Advisors | 872 | $435.0K | 0.31% | −39−4.3% | Reduced |
| Wealth Dimensions Group, Ltd. | 861 | $435.0K | 0.22% | −1−0.1% | Reduced |
| Foster Victor Wealth Advisors, LLC | 837 | $435.0K | 0.06% | −8−0.9% | Reduced |
| Ninepoint Partners LP | 863 | $436.0K | 0.07% | −301−25.9% | Reduced |
| Satovsky Asset Management LLC | 863 | $436.0K | 0.25% | +3+0.3% | Added |
| Wendell David Associates Inc | 863 | $436.0K | 0.06% | +48+5.9% | Added |
| Synergy Financial Management, LLC | 864 | $437.0K | 0.12% | −13,735−94.1% | Reduced |
| Cohen & Steers, Inc. | 865 | $437.0K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 866 | $437.0K | 0.13% | +161+22.8% | Added |
| H. L. Ormond & Company, LLC | 866 | $437.0K | 0.70% | +383+79.3% | Added |
| Pasadena Private Wealth, LLC | 867 | $438.0K | 0.15% | 00.0% | Unchanged |
| Regal Wealth Group, Inc. | 842 | $438.0K | 0.34% | +2+0.2% | Added |
| CWS Financial Advisors, LLC | 869 | $439.0K | 0.21% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 870 | $439.0K | 0.07% | +22+2.6% | Added |
| Deuterium Capital Management, LLC | 877 | $443.0K | 1.85% | −870−49.8% | Reduced |
| Garde Capital, Inc. | 877 | $443.0K | 0.06% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 879 | $444.0K | 0.28% | +1+0.1% | Added |
| Blueshift Asset Management, LLC | 881 | $445.0K | 0.10% | +881 | New |
| Summit Global Investments | 884 | $446.0K | 0.04% | +3+0.3% | Added |
| Lumature Wealth Partners, LLC | 884 | $447.0K | 0.24% | −61−6.5% | Reduced |
| PRW Wealth Management LLC | 885 | $447.0K | 0.21% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 885 | $447.0K | 0.48% | +13+1.5% | Added |
| Fortress Wealth Group, LLC | 898 | $453.0K | 0.34% | −38−4.1% | Reduced |
| Mirova | 897 | $453.0K | 0.08% | −14−1.5% | Reduced |
| One + One Wealth Management, LLC | 898 | $454.0K | 0.37% | −28−3.0% | Reduced |
| Sonata Capital Group Inc | 898 | $454.0K | 0.25% | 00.0% | Unchanged |
| EHP Funds Inc. | 900 | $455.0K | 0.10% | −200−18.2% | Reduced |
| Asset Allocation & Management Company, LLC | 901 | $455.0K | 0.20% | +1+0.1% | Added |
| Alphasimplex Group, LLC | 905 | $457.0K | 4.62% | +131+16.9% | Added |
| Mitchell Sinkler & Starr | 907 | $458.0K | 0.18% | +97+12.0% | Added |
| Monterey Private Wealth, Inc. | 903 | $460.0K | 0.28% | −42−4.4% | Reduced |
| UBP Investment Advisors SA | 907 | $460.0K | 0.24% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 915 | $462.0K | 0.62% | +258+39.3% | Added |
| Driehaus Capital Management LLC | 917 | $463.0K | 0.01% | +234+34.3% | Added |
| Full Sail Capital, LLC | 918 | $464.0K | 0.05% | −51−5.3% | Reduced |
| Lee Danner & Bass Inc | 919 | $464.0K | 0.05% | 00.0% | Unchanged |
| Lanham O'Dell & Company, Inc. | 920 | $465.0K | 1.65% | 00.0% | Unchanged |
| Client 1st Advisory Group, LLC | 921 | $465.0K | 0.29% | +104+12.7% | Added |
| Insight Folios Inc | 922 | $466.0K | 0.24% | +3+0.3% | Added |
| PCG Wealth Advisors, LLC | 924 | $466.0K | 0.17% | +462+100.0% | Added |
| Columbus Macro, LLC | 927 | $468.0K | 0.19% | −7−0.7% | Reduced |
| Barry Investment Advisors, LLC | 927 | $468.0K | 0.16% | −3−0.3% | Reduced |
| Fairview Capital Investment Management, LLC | 930 | $469.0K | 0.03% | +30+3.3% | Added |
| Aldebaran Financial Inc. | 920 | $470.0K | 0.54% | −295−24.3% | Reduced |
| Requisite Capital Management, LLC | 930 | $470.0K | 0.16% | 00.0% | Unchanged |
| First American Trust, FSB | 933 | $471.0K | 0.08% | −132−12.4% | Reduced |