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 |
|---|---|---|---|---|---|
| Aufman Associates Inc | 933 | $471.0K | 0.50% | +1+0.1% | Added |
| Angeles Investment Advisors, LLC | 935 | $472.0K | 0.05% | −215−18.7% | Reduced |
| Smith Anglin Financial, LLC | 935 | $472.0K | 0.10% | −48−4.9% | Reduced |
| Security National Bank of So Dak | 936 | $473.0K | 0.42% | −55−5.5% | Reduced |
| Brooks, Moore & Associates, Inc. | 937 | $473.0K | 0.38% | 00.0% | Unchanged |
| BHK Investment Advisors, LLC | 936 | $473.0K | 0.24% | +10+1.1% | Added |
| Winthrop Advisory Group LLC | 938 | $474.0K | 0.10% | −9−1.0% | Reduced |
| FFT Wealth Management LLC | 942 | $476.0K | 0.07% | +942 | New |
| LGL Partners, LLC | 942 | $476.0K | 0.10% | +942 | New |
| Van Strum & Towne Inc. | 945 | $477.0K | 0.22% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 944 | $477.0K | 0.33% | +125+15.3% | Added |
| Standard Family Office LLC | 947 | $478.0K | 0.21% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 947 | $478.0K | 0.37% | 00.0% | Unchanged |
| Barber Financial Group, Inc. | 946 | $478.0K | 0.14% | +20+2.2% | Added |
| Red Wave Investments LLC | 946 | $478.0K | 0.21% | +28+3.1% | Added |
| Linscomb & Williams, Inc. | 946 | $478.0K | 0.03% | +216+29.6% | Added |
| Paragon Private Wealth Management, LLC | 886 | $479.0K | 0.47% | −124−12.3% | Reduced |
| Burke & Herbert Bank & Trust Co | 955 | $482.0K | 0.40% | −10−1.0% | Reduced |
| First Farmers & Merchants Bank / Trust | 955 | $483.0K | 0.64% | −32−3.2% | Reduced |
| Evanson Asset Management, LLC | 958 | $484.0K | 0.06% | −112−10.5% | Reduced |
| HFR Wealth Management, LLC | 960 | $485.0K | 0.16% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 964 | $487.0K | 0.27% | −244−20.2% | Reduced |
| TD Ameritrade Investment Management, LLC | 965 | $487.0K | 0.00% | −158−14.1% | Reduced |
| Creative Financial Designs Inc | 964 | $487.0K | 0.08% | +4+0.4% | Added |
| Single Point Partners, LLC | 967 | $488.0K | 0.13% | +23+2.4% | Added |
| Financial Insights, Inc. | 973 | $491.0K | 0.33% | +973 | New |
| 360 Financial, Inc. | 974 | $492.0K | 0.32% | 00.0% | Unchanged |
| McRae Capital Management Inc | 975 | $492.0K | 0.15% | 00.0% | Unchanged |
| First United Bank Trust | 978 | $494.0K | 0.25% | −5−0.5% | Reduced |
| Kore Private Wealth LLC | 987 | $499.0K | 0.09% | +17+1.8% | Added |
| Klingman & Associates, LLC | 990 | $500.0K | 0.05% | +43+4.5% | Added |
| Old Port Advisors | 950 | $501.0K | 0.20% | −34−3.5% | Reduced |
| Baker Ellis Asset Management LLC | 994 | $502.0K | 0.11% | −185−15.7% | Reduced |
| Dimension Capital Management LLC | 994 | $502.0K | 0.12% | 00.0% | Unchanged |
| Webster Bank, N. A. | 994 | $502.0K | 0.07% | +59+6.3% | Added |
| Beese Fulmer Investment Management, Inc. | 996 | $503.0K | 0.07% | −68−6.4% | Reduced |
| Lafayette Investments, Inc. | 995 | $503.0K | 0.16% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 998 | $504.0K | 0.22% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 998 | $504.0K | 0.24% | +1+0.1% | Added |
| Stonebridge Capital Management Inc | 1,000 | $505.0K | 0.26% | 00.0% | Unchanged |
| AtlasMark Financial, Inc | 1,000 | $505.0K | 0.76% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,002 | $506.0K | 0.20% | +22+2.2% | Added |
| Beck Mack & Oliver LLC | 1,004 | $507.0K | 0.02% | −8−0.8% | Reduced |
| Wharton Business Group, LLC | 1,004 | $507.0K | 0.03% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 936 | $507.0K | 0.06% | +59+6.7% | Added |
| Balboa Wealth Partners | 1,003 | $507.0K | 0.22% | +1,003 | New |
| Spectrum Asset Management, Inc. (NB/CA) | 1,005 | $508.0K | 0.26% | −5−0.5% | Reduced |
| Dearborn Partners LLC | 1,006 | $508.0K | 0.02% | +165+19.6% | Added |
| Gables Capital Management Inc. | 1,020 | $515.0K | 0.41% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 1,022 | $516.0K | 0.14% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 1,021 | $516.0K | 0.36% | +115+12.7% | Added |
| Kowal Investment Group, LLC | 1,025 | $517.0K | 0.18% | +67+7.0% | Added |
| Charter Oak Capital Management, LLC | 1,026 | $518.0K | 0.08% | +10+1.0% | Added |
| First Command Bank | 1,027 | $519.0K | 0.08% | +7+0.7% | Added |
| First Command Financial Services, Inc. | 1,027 | $519.0K | 0.08% | +7+0.7% | Added |
| Black Diamond Financial, LLC | 1,029 | $520.0K | 0.21% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 999 | $521.0K | 0.13% | −587−37.0% | Reduced |
| Cooper/Haims Advisors, LLC | 1,031 | $521.0K | 0.43% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,034 | $522.0K | 0.14% | +16+1.6% | Added |
| Guardian Wealth Advisors, LLC | 1,035 | $523.0K | 0.51% | −40−3.7% | Reduced |
| Holistic Financial Partners | 1,036 | $523.0K | 0.52% | +22+2.2% | Added |
| Foundry Partners, LLC | 1,035 | $523.0K | 0.03% | +75+7.8% | Added |
| Regatta Capital Group, LLC | 1,019 | $523.0K | 0.21% | +450+79.1% | Added |
| Hengehold Capital Management LLC | 1,038 | $524.0K | 0.08% | 00.0% | Unchanged |
| Clarus Group, Inc. | 1,038 | $524.0K | 0.48% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 1,038 | $524.2K | 0.29% | −132−11.3% | Reduced |
| Absolute Capital Management, LLC | 1,038 | $524.3K | 0.69% | +1,038 | New |
| Kathmere Capital Management, LLC | 1,040 | $525.0K | 0.10% | −1,463−58.4% | Reduced |
| Cypress Wealth Services, LLC | 1,040 | $525.0K | 0.18% | −278−21.1% | Reduced |
| Windsor Group LTD | 1,039 | $525.0K | 0.13% | −31−2.9% | Reduced |
| S.C. Financial Services, Inc. | 1,045 | $528.0K | 0.84% | −34−3.2% | Reduced |
| Waddell & Associates, LLC | 1,045 | $528.0K | 0.10% | −7−0.7% | Reduced |
| Stillwater Investment Management, LLC | 1,047 | $529.0K | 0.16% | +3+0.3% | Added |
| MEMBERS Trust Co | 1,050 | $530.0K | 0.02% | −100−8.7% | Reduced |
| Alhambra Investment Partners LLC | 1,049 | $530.0K | 0.40% | +25+2.4% | Added |
| Mascoma Wealth Management LLC | 1,052 | $531.0K | 0.18% | +1+0.1% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,055 | $533.0K | 0.10% | +18+1.7% | Added |
| Guyasuta Investment Advisors Inc | 1,056 | $533.0K | 0.05% | +54+5.4% | Added |
| Zuckerman Investment Group, LLC | 1,061 | $536.0K | 0.10% | +91+9.4% | Added |
| New Jersey Better Educational Savings Trust | 1,063 | $537.0K | 1.80% | 00.0% | Unchanged |
| Lesa Sroufe & Co | 1,065 | $538.0K | 0.65% | +1,065 | New |
| Latitude Advisors, LLC | 1,066 | $539.0K | 0.45% | −175−14.1% | Reduced |
| Hartline Investment Corp | 1,066 | $539.0K | 0.45% | −383−26.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,069 | $540.0K | 0.32% | +74+7.4% | Added |
| Austin Private Wealth, LLC | 1,073 | $542.0K | 0.11% | +19+1.8% | Added |
| Jeereddi Investments, LP | 1,079 | $545.0K | 2.51% | −96−8.2% | Reduced |
| Staley Capital Advisers Inc | 1,080 | $545.0K | 0.03% | +116+12.0% | Added |
| Bedel Financial Consulting, Inc. | 1,004 | $547.0K | 0.15% | −80−7.4% | Reduced |
| Pathway Financial Advisors LLC | 1,086 | $548.0K | 0.19% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 1,090 | $549.6K | 0.12% | −775−41.6% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,088 | $550.0K | 0.33% | −50−4.4% | Reduced |
| Intrepid Financial Planning Group LLC | 1,090 | $550.0K | 0.31% | +15+1.4% | Added |
| Good Life Advisors, LLC | 1,091 | $551.0K | 0.08% | −44−3.9% | Reduced |
| Sandbox Financial Partners, LLC | 1,091 | $551.0K | 0.40% | +21+2.0% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,093 | $552.0K | 0.05% | +89+8.9% | Added |
| CenterStar Asset Management, LLC | – | $552.0K | 0.97% | – | New |
| Fort, L.P. | 1,095 | $553.0K | 0.69% | −817−42.7% | Reduced |
| First Bank & Trust | 1,094 | $553.0K | 0.20% | +110+11.2% | Added |
| Unionview, LLC | 1,096 | $554.0K | 0.63% | −2−0.2% | Reduced |
| Gilbert & Cook, Inc. | 1,019 | $554.0K | 0.12% | +138+15.7% | Added |