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
- 2,998
- +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
- 1,239 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 |
|---|---|---|---|---|---|
| Farmers National Bank | 1,348 | $680.8K | 0.27% | +6+0.4% | Added |
| Birinyi Associates Inc | 1,350 | $682.0K | 0.32% | 00.0% | Unchanged |
| Zimmermann Investment Management & Planning LLC | 1,351 | $682.0K | 0.42% | +832+160.3% | Added |
| Tower Wealth Partners, Inc. | 1,238 | $687.0K | 0.65% | −13−1.0% | Reduced |
| StrongBox Wealth, LLC | 1,361 | $687.0K | 0.50% | +185+15.7% | Added |
| Sage Rhino Capital LLC | 1,373 | $693.0K | 0.28% | −196−12.5% | Reduced |
| Islay Capital Management, LLC | 1,373 | $694.0K | 0.82% | −35−2.5% | Reduced |
| Capital Advisors Wealth Management, LLC | 1,375 | $695.0K | 0.23% | +200+17.0% | Added |
| Navellier & Associates Inc | 1,381 | $697.0K | 0.15% | +4+0.3% | Added |
| Virtue Capital Management, LLC | 1,383 | $698.0K | 0.11% | −156−10.1% | Reduced |
| ICW Investment Advisors LLC | 1,384 | $699.0K | 0.47% | +1+0.1% | Added |
| Relyea Zuckerberg Hanson LLC | 1,383 | $699.0K | 0.25% | +183+15.3% | Added |
| Stephenson National Bank & Trust | 1,387 | $700.0K | 0.49% | −195−12.3% | Reduced |
| Perritt Capital Management Inc | 1,387 | $700.0K | 0.45% | −24−1.7% | Reduced |
| TriaGen Wealth Management LLC | 1,386 | $700.0K | 0.39% | +862+164.5% | Added |
| Liberty Wealth Management LLC | 1,389 | $701.0K | 0.19% | +680+95.9% | Added |
| Brown Capital Management LLC | 1,389 | $702.0K | 0.01% | −396−22.2% | Reduced |
| Baxter Bros Inc | 1,399 | $707.0K | 0.13% | −18−1.3% | Reduced |
| Investors Asset Management of Georgia Inc | 1,415 | $715.0K | 0.37% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 1,417 | $716.0K | 0.29% | −115−7.5% | Reduced |
| Modus Advisors, LLC | 1,424 | $719.0K | 0.38% | 00.0% | Unchanged |
| Courier Capital LLC | 1,424 | $719.0K | 0.09% | +32+2.3% | Added |
| Sanders Morris Harris LLC | 1,400 | $721.0K | 0.18% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,430 | $722.0K | 0.14% | +31+2.2% | Added |
| Peoples Bank | 1,433 | $723.0K | 0.48% | −32−2.2% | Reduced |
| DT Investment Partners, LLC | 1,437 | $726.0K | 0.12% | −1,696−54.1% | Reduced |
| Monte Financial Group, LLC | 1,438 | $726.0K | 0.44% | −187−11.5% | Reduced |
| Brightworth | 1,437 | $726.0K | 0.08% | −6−0.4% | Reduced |
| Successful Portfolios LLC | 1,436 | $726.0K | 0.53% | +12+0.8% | Added |
| Tompkins Financial Corp | 1,440 | $727.0K | 0.12% | +175+13.8% | Added |
| Independent Solutions Wealth Management, LLC | 1,440 | $727.3K | 0.24% | +535+59.1% | Added |
| Magnolia Capital Advisors LLC | 1,442 | $728.0K | 0.62% | +111+8.3% | Added |
| Ballast Advisors LLC | 1,445 | $730.0K | 0.34% | 00.0% | Unchanged |
| Hemington Wealth Management | 1,446 | $730.0K | 0.32% | +214+17.4% | Added |
| First Heartland Consultants, Inc. | 1,452 | $733.0K | 0.12% | 00.0% | Unchanged |
| Johnson & White Wealth Management, LLC | 1,451 | $733.0K | 0.83% | +1,451 | New |
| TRUE Private Wealth Advisors | 1,453 | $734.0K | 0.11% | −123−7.8% | Reduced |
| Walker Asset Management, LLC | 1,454 | $734.0K | 0.66% | +4+0.3% | Added |
| City State Bank | 1,455 | $735.0K | 0.51% | −15−1.0% | Reduced |
| Rock Creek Group, LP | 1,457 | $736.0K | 0.10% | −110−7.0% | Reduced |
| Kenfarb & Co. | 1,457 | $736.0K | 0.70% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,463 | $739.0K | 0.36% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 1,366 | $741.0K | 0.17% | +20+1.5% | Added |
| O'Brien Greene & Co. Inc | 1,470 | $742.0K | 0.10% | +1,470 | New |
| Sustainable Insight Capital Management, LLC | 1,471 | $743.0K | 0.87% | −19−1.3% | Reduced |
| PrairieView Partners, LLC | 1,472 | $743.0K | 0.12% | +20+1.4% | Added |
| WealthBridge Capital Management, LLC | 1,447 | $743.0K | 0.32% | 00.0% | Unchanged |
| Asset Management Corp | 1,483 | $749.0K | 0.60% | +3+0.2% | Added |
| World Equity Group, Inc. | 1,487 | $751.0K | 0.19% | −1,019−40.7% | Reduced |
| First National Bank of South Miami | 1,488 | $751.0K | 0.58% | −134−8.3% | Reduced |
| Sage Mountain Advisors LLC | 1,489 | $752.0K | 0.20% | −249−14.3% | Reduced |
| Prosperity Consulting Group, LLC | 1,489 | $752.0K | 0.62% | −45−2.9% | Reduced |
| Lifeworks Advisors, LLC | 1,356 | $753.0K | 0.43% | −216−13.7% | Reduced |
| Keystone Financial Group | 1,492 | $754.0K | 0.15% | −285−16.0% | Reduced |
| Gilman Hill Asset Management, LLC | 1,501 | $758.0K | 0.18% | −7−0.5% | Reduced |
| LS Investment Advisors, LLC | 1,505 | $760.0K | 0.15% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,504 | $760.0K | 0.14% | +191+14.5% | Added |
| Ayalon Holdings Ltd. | 1,510 | $763.0K | 0.36% | −880−36.8% | Reduced |
| First Pacific Advisors, LP | 1,510 | $763.0K | 0.01% | −295−16.3% | Reduced |
| Cooper Financial Group | 1,512 | $764.0K | 0.27% | +66+4.6% | Added |
| Fosun International Ltd | 1,525 | $771.0K | 0.14% | +525+52.5% | Added |
| Xcel Wealth Management, LLC | 1,528 | $772.0K | 0.29% | −280−15.5% | Reduced |
| Collective Family Office LLC | 1,539 | $777.0K | 0.39% | −548−26.3% | Reduced |
| Lewis Capital Management, LLC | 1,540 | $778.0K | 1.20% | 00.0% | Unchanged |
| Epic Trust Investment Advisors, LLC | 1,540 | $778.0K | 1.08% | +241+18.6% | Added |
| VeraBank, N.A. | 1,542 | $779.0K | 0.49% | 00.0% | Unchanged |
| Phocas Financial Corp. | 1,545 | $780.0K | 0.12% | +295+23.6% | Added |
| Insight Advisors, LLC | 1,546 | $781.0K | 0.31% | +112+7.8% | Added |
| BMS Financial Advisors, LLC | 1,550 | $783.0K | 0.55% | +238+18.1% | Added |
| Cabot Wealth Management Inc | 1,552 | $784.0K | 0.13% | +242+18.5% | Added |
| Oak Harbor Wealth Partners, LLC | 1,555 | $785.0K | 0.31% | +38+2.5% | Added |
| Cedrus LLC | 1,555 | $785.3K | 0.74% | +46+3.0% | Added |
| Ignite Planners, LLC | 1,525 | $786.0K | 0.63% | +301+24.6% | Added |
| GFG Capital, LLC | 1,560 | $788.0K | 0.26% | +10+0.6% | Added |
| Cavalier Investments, LLC | 1,563 | $789.0K | 0.29% | −504−24.4% | Reduced |
| United Community Bank | 1,563 | $789.4K | 0.82% | +88+6.0% | Added |
| CCG Wealth Management, LLC | 1,564 | $790.0K | 0.48% | +74+5.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,574 | $795.0K | 0.01% | −1,345−46.1% | Reduced |
| Twin Focus Capital Partners, LLC | 1,574 | $795.0K | 0.19% | −44−2.7% | Reduced |
| Marquette Asset Management, LLC | 1,578 | $797.0K | 0.25% | −3−0.2% | Reduced |
| South Shore Capital Advisors | 1,578 | $797.0K | 1.89% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,577 | $797.0K | 0.13% | +9+0.6% | Added |
| Sunburst Financial Group, LLC | 1,584 | $800.0K | 0.39% | −62−3.8% | Reduced |
| MV Capital Management, Inc. | 1,585 | $800.0K | 0.14% | +90+6.0% | Added |
| SFMG, LLC | 1,601 | $800.0K | 0.09% | +134+9.1% | Added |
| ODonnell Financial Services, LLC | 1,586 | $801.0K | 2.79% | −60−3.6% | Reduced |
| Crumly & Associates Inc. | 1,595 | $805.0K | 0.33% | +17+1.1% | Added |
| Valley National Advisers Inc | 1,544 | $806.0K | 0.17% | +84+5.8% | Added |
| Northwest Wealth Management, LLC | 1,596 | $806.0K | 0.36% | +149+10.3% | Added |
| Signature Estate & Investment Advisors LLC | 1,601 | $808.0K | 0.04% | +109+7.3% | Added |
| Sather Financial Group Inc | 1,601 | $809.0K | 0.09% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 1,608 | $812.0K | 0.33% | −24−1.5% | Reduced |
| Joseph Group Capital Management | 1,610 | $813.0K | 0.89% | +1,610 | New |
| Quantum Financial Advisors, LLC | 1,612 | $814.0K | 0.36% | 00.0% | Unchanged |
| First Western Trust Bank | 1,611 | $814.0K | 0.05% | −55−3.3% | Reduced |
| Horizon Wealth Management, LLC | 1,611 | $814.0K | 0.60% | −32−1.9% | Reduced |
| Fortitude Advisory Group L.L.C. | 1,612 | $814.0K | 0.79% | +39+2.5% | Added |
| WMS Partners, LLC | 1,615 | $816.0K | 0.11% | +14+0.9% | Added |
| Shepherd Kaplan Krochuk, LLC | 1,617 | $817.0K | 0.41% | 00.0% | Unchanged |
| Mark Stevens | 1,622 | $819.0K | 0.11% | +39+2.5% | Added |