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 |
|---|---|---|---|---|---|
| Financial Architects, Inc | 1,099 | $555.0K | 0.10% | +1,099 | New |
| Golden Green, Inc. | 1,098 | $555.0K | 0.60% | +1,098 | New |
| Itau Unibanco Holding S.A. | 1,101 | $556.0K | 0.02% | −153−12.2% | Reduced |
| Inspire Advisors, LLC | 1,101 | $556.0K | 0.15% | −25−2.2% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 1,101 | $556.0K | 0.27% | −18−1.6% | Reduced |
| Hendley & Co Inc | 1,100 | $556.0K | 0.26% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 1,100 | $556.0K | 0.85% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 1,104 | $557.3K | 0.27% | +2+0.2% | Added |
| Castle Wealth Management LLC | 1,105 | $558.0K | 0.34% | +601+119.2% | Added |
| Echo45 Advisors LLC | 1,108 | $560.0K | 0.57% | −194−14.9% | Reduced |
| BCS Wealth Management | 1,108 | $560.0K | 0.26% | −185−14.3% | Reduced |
| NFP Retirement, Inc. | 1,112 | $561.6K | 0.14% | −5−0.4% | Reduced |
| Financial Consulate, Inc | 1,114 | $563.0K | 0.24% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 1,116 | $564.0K | 0.32% | −111−9.0% | Reduced |
| Invst, LLC | 1,132 | $565.0K | 0.10% | +360+46.6% | Added |
| Kempen Capital Management N.V. | 1,123 | $567.0K | 0.02% | −156−12.2% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 1,122 | $567.0K | 0.05% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 1,125 | $568.0K | 0.59% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 1,129 | $570.2K | 0.12% | +19+1.7% | Added |
| Towerpoint Wealth, LLC | 1,135 | $573.0K | 0.35% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 1,136 | $573.0K | 0.35% | −1−0.1% | Reduced |
| Roman Butler Fullerton & Co | 1,149 | $574.0K | 0.36% | +158+15.9% | Added |
| Alterity Financial Group, LLC | 1,141 | $576.0K | 0.93% | +65+6.0% | Added |
| Resonant Capital Advisors, LLC | 1,143 | $577.0K | 0.09% | +106+10.2% | Added |
| CFS Investment Advisory Services, LLC | 576,886 | $577.0K | 0.13% | +576,065+70,166.3% | Added |
| Salomon & Ludwin, LLC | 1,143 | $577.0K | 0.09% | +1,143 | New |
| Telos Capital Management, Inc. | 1,145 | $578.0K | 0.10% | 00.0% | Unchanged |
| Family Management Corp | 1,144 | $578.0K | 0.16% | +12+1.1% | Added |
| Laurel Wealth Planning LLC | 1,147 | $579.0K | 0.43% | −8−0.7% | Reduced |
| Coastal Bridge Advisors, LLC | 1,151 | $581.0K | 0.16% | +49+4.4% | Added |
| Hartford Funds Management Co LLC | 1,153 | $583.0K | 0.07% | +319+38.2% | Added |
| Country Trust Bank | 1,159 | $585.0K | 0.02% | −1−0.1% | Reduced |
| SkyOak Wealth, LLC | 1,161 | $586.0K | 0.21% | +415+55.6% | Added |
| Rappaport Reiches Capital Management, LLC | 1,164 | $587.9K | 0.30% | −201−14.7% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,165 | $588.0K | 0.18% | +5+0.4% | Added |
| Washington Trust Co | 1,165 | $589.0K | 0.03% | −105−8.3% | Reduced |
| Apexium Financial, LP | 1,166 | $589.0K | 0.07% | +1,166 | New |
| Bangor Savings Bank | 1,168 | $590.0K | 0.07% | +108+10.2% | Added |
| Dentgroup LLC | 1,181 | $590.0K | 0.59% | +126+11.9% | Added |
| Advisor Resource Council | 1,178 | $595.0K | 0.42% | −7,090−85.8% | Reduced |
| ZWJ Investment Counsel Inc | 1,181 | $597.0K | 0.04% | −51−4.1% | Reduced |
| Dillon & Associates Inc | 1,187 | $599.0K | 0.14% | 00.0% | Unchanged |
| ACG Wealth | 1,192 | $602.0K | 0.14% | −377−24.0% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 1,167 | $602.0K | 0.49% | +61+5.5% | Added |
| Tectonic Advisors LLC | 1,195 | $604.0K | 0.11% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,196 | $604.0K | 0.35% | 00.0% | Unchanged |
| Penobscot Wealth Management | 1,198 | $605.0K | 0.59% | 00.0% | Unchanged |
| Veracity Capital LLC | 1,198 | $605.0K | 0.33% | +81+7.3% | Added |
| Mendel Money Management | 1,198 | $605.0K | 0.38% | +310+34.9% | Added |
| Thrive Wealth Management, LLC | 1,199 | $606.0K | 0.21% | +33+2.8% | Added |
| Clean Yield Group | 1,206 | $609.0K | 0.29% | +17+1.4% | Added |
| MONECO Advisors, LLC | 1,210 | $611.0K | 0.24% | +8+0.7% | Added |
| EdgeRock Capital LLC | 1,212 | $612.0K | 0.35% | +377+45.1% | Added |
| Schneider Downs Wealth Management Advisors, LP | 1,216 | $614.0K | 0.18% | −531−30.4% | Reduced |
| AllSquare Wealth Management LLC | 1,218 | $615.0K | 0.44% | 00.0% | Unchanged |
| Drake & Associates, LLC | 1,218 | $615.0K | 0.35% | +508+71.5% | Added |
| Alpha Family Trust | 1,220 | $616.0K | 0.47% | +45+3.8% | Added |
| Armbruster Capital Management, Inc. | 1,225 | $619.0K | 0.18% | 00.0% | Unchanged |
| Element Pointe Advisors, LLC | 1,228 | $620.0K | 0.36% | +71+6.1% | Added |
| Greenwood Gearhart Inc | 1,237 | $625.0K | 0.10% | −70−5.4% | Reduced |
| Intercontinental Wealth Advisors, LLC | 1,240 | $626.0K | 0.20% | −73−5.6% | Reduced |
| LifePro Asset Management | 1,241 | $627.0K | 0.36% | +467+60.3% | Added |
| Wolff Wiese Magana LLC | 1,243 | $628.0K | 0.50% | −65−5.0% | Reduced |
| DSC Advisors, L.P. | 1,245 | $629.0K | 0.67% | −522−29.5% | Reduced |
| Wexford Capital LP | 1,250 | $631.0K | 0.20% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,252 | $633.0K | 0.07% | +3+0.2% | Added |
| Crestwood Advisors Group LLC | 1,254 | $633.0K | 0.02% | +486+63.3% | Added |
| Tandem Investment Advisors, Inc. | 1,256 | $634.0K | 0.04% | +1,256 | New |
| Interchange Capital Partners, LLC | 1,259 | $635.0K | 0.70% | +57+4.7% | Added |
| Summit Place Financial Advisors, LLC | 1,260 | $636.0K | 0.59% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,264 | $640.0K | 0.07% | +200+18.8% | Added |
| Symphony Financial, Ltd. Co. | 1,259 | $641.0K | 0.21% | +44+3.6% | Added |
| First International Bank & Trust | 1,269 | $641.0K | 0.24% | +167+15.2% | Added |
| Visionary Wealth Advisors | 1,272 | $643.0K | 0.07% | −85−6.3% | Reduced |
| Bordeaux Wealth Advisors LLC | 1,282 | $647.0K | 0.41% | +157+14.0% | Added |
| Eidelman Virant Capital | 1,275 | $649.0K | 0.48% | 00.0% | Unchanged |
| Howland Capital Management LLC | 1,286 | $649.0K | 0.04% | +36+2.9% | Added |
| Bank Ozk | 1,287 | $650.0K | 0.35% | +75+6.2% | Added |
| West Michigan Advisors, LLC | 1,292 | $653.0K | 0.57% | −1−0.1% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 1,296 | $655.0K | 0.50% | −1−0.1% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,298 | $656.0K | 0.05% | −55−4.1% | Reduced |
| Virtus ETF Advisers LLC | 1,300 | $657.0K | 0.26% | −98−7.0% | Reduced |
| Cannell Peter B & Co Inc | 1,303 | $658.0K | 0.03% | −225−14.7% | Reduced |
| Tru Independence Asset Management 2, LLC | 1,305 | $659.0K | 0.70% | +1,305 | New |
| White Pine Capital LLC | 1,312 | $663.0K | 0.28% | +15+1.2% | Added |
| LMR Partners LLP | 1,314 | $664.0K | 0.02% | −2,561−66.1% | Reduced |
| Kanawha Capital Management LLC | 1,316 | $665.0K | 0.07% | +91+7.4% | Added |
| Donoghue Forlines LLC | 1,319 | $666.0K | 0.24% | −103−7.2% | Reduced |
| Magnetar Financial LLC | 1,319 | $666.0K | 0.01% | +1,319 | New |
| Aveo Capital Partners, LLC | 1,322 | $668.0K | 0.12% | +111+9.2% | Added |
| Carroll Investors, Inc | 1,322 | $670.0K | 0.54% | +809+157.7% | Added |
| Aspire Private Capital, LLC | 1,336 | $674.0K | 0.26% | −110−7.6% | Reduced |
| Fernwood Investment Management, LLC | 1,336 | $675.0K | 0.28% | +50+3.9% | Added |
| First City Capital Management, Inc. | 1,341 | $677.0K | 0.45% | −20−1.5% | Reduced |
| Hoylecohen, LLC | 1,342 | $678.0K | 0.07% | −103−7.1% | Reduced |
| Aspen Investment Management Inc | 1,343 | $678.0K | 0.45% | −51−3.7% | Reduced |
| BCK Partners, Inc. | 1,342 | $678.0K | 0.49% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 1,344 | $679.0K | 0.39% | +66+5.2% | Added |
| Steward Financial Group LLC | 1,345 | $679.0K | 0.50% | +223+19.9% | Added |
| Thomasville National Bank | 1,346 | $680.0K | 0.08% | −26−1.9% | Reduced |