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 | 3,054 | $202.4B |
| Q4 2025 | 3,311 | $248.2B |
| Q3 2025 | 3,168 | $253.5B |
| Q2 2025 | 3,185 | $241.1B |
| Q1 2025 | 3,613 | $424.3B |
| Q4 2024 | 3,684 | $409.5B |
| Q3 2024 | 3,476 | $474.6B |
| Q2 2024 | 3,406 | $411.9B |
| Q1 2024 | 3,384 | $398.9B |
| Q4 2023 | 3,421 | $428.0B |
| Q3 2023 | 3,144 | $407.5B |
| Q2 2023 | 3,136 | $388.4B |
| Q1 2023 | 3,114 | $383.6B |
| Q4 2022 | 3,159 | $434.2B |
| Q3 2022 | 2,998 | $413.5B |
| Q2 2022 | 2,964 | $422.0B |
| Q1 2022 | 2,965 | $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 |
|---|---|---|---|---|---|
| PEAK6 Investments LLC | 16,027 | $8.10M | 0.30% | −29,403−64.7% | Reduced |
| Autus Asset Management, LLC | 16,006 | $8.08M | 1.55% | +170+1.1% | Added |
| Asset Planning Services Inc | 15,950 | $8.05M | 5.66% | −50−0.3% | Reduced |
| S&T Bank | 15,927 | $8.04M | 1.55% | −284−1.8% | Reduced |
| Sigma Investment Counselors Inc | 15,921 | $8.04M | 0.69% | −137−0.9% | Reduced |
| High Note Wealth, LLC | 14,838 | $8.04M | 3.21% | −65−0.4% | Reduced |
| Equitable Trust Co | 15,846 | $8.00M | 0.67% | −738−4.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 15,824 | $7.99M | 0.97% | −462−2.8% | Reduced |
| GHP Investment Advisors, Inc. | 15,809 | $7.98M | 0.61% | +66+0.4% | Added |
| Schechter Investment Advisors, LLC | 15,771 | $7.96M | 0.78% | −130−0.8% | Reduced |
| Catalyst Capital Advisors LLC | 15,760 | $7.96M | 0.30% | −5,631−26.3% | Reduced |
| Ascent Wealth Partners, LLC | 15,752 | $7.96M | 1.90% | −3,221−17.0% | Reduced |
| Harbour Capital Advisors, LLC | 15,912 | $7.94M | 2.75% | −186−1.2% | Reduced |
| Pallas Capital Advisors LLC | 14,472 | $7.87M | 0.88% | +136+0.9% | Added |
| Balasa Dinverno & Foltz LLC | 15,494 | $7.83M | 0.49% | +508+3.4% | Added |
| Cubic Asset Management, LLC | 15,458 | $7.81M | 2.32% | −345−2.2% | Reduced |
| Wright Investors Service Inc | 15,410 | $7.78M | 2.45% | −2,911−15.9% | Reduced |
| Capital Investment Advisors, LLC | 15,378 | $7.77M | 0.27% | −86−0.6% | Reduced |
| Alapocas Investment Partners, Inc. | 15,371 | $7.76M | 7.79% | +32+0.2% | Added |
| Busey Wealth Management | 15,359 | $7.76M | 0.38% | −56−0.4% | Reduced |
| Lester Murray Antman dba SimplyRich | 15,308 | $7.73M | 3.48% | 00.0% | Unchanged |
| Element Capital Management LLC | 15,281 | $7.72M | 3.70% | 00.0% | Unchanged |
| Guardian Capital Advisors LP | 15,430 | $7.71M | 0.96% | −278−1.8% | Reduced |
| Icon Advisers Inc | 15,219 | $7.69M | 2.10% | 00.0% | Unchanged |
| Rothschild Capital Partners, LLC | 15,163 | $7.66M | 3.52% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 15,150 | $7.65M | 0.35% | −469−3.0% | Reduced |
| Jones Financial Companies LLLP | 15,127 | $7.64M | 0.01% | +1,618+12.0% | Added |
| Checchi Capital Advisers, LLC | 15,127 | $7.64M | 0.83% | +3,168+26.5% | Added |
| Eagle Capital Management, LLC | 15,113 | $7.63M | 4.77% | −190−1.2% | Reduced |
| Keeler Thomas Management LLC | 15,101 | $7.63M | 3.87% | −72−0.5% | Reduced |
| Cape Cod Five Cents Savings Bank | 15,094 | $7.62M | 0.91% | −272−1.8% | Reduced |
| Smithbridge Asset Management Inc | 15,089 | $7.62M | 3.13% | +257+1.7% | Added |
| Mattern Capital Management, LLC | 15,057 | $7.60M | 1.58% | −367−2.4% | Reduced |
| Cozad Asset Management Inc | 15,007 | $7.58M | 1.23% | −1,338−8.2% | Reduced |
| Stokes Capital Advisors, LLC | 15,000 | $7.58M | 2.82% | −107−0.7% | Reduced |
| Integral Health Asset Management, LLC | 15,000 | $7.58M | 1.54% | +15,000 | New |
| NatWest Group plc | 14,955 | $7.55M | 4.39% | +579+4.0% | Added |
| AMG National Trust Bank | 14,929 | $7.54M | 0.28% | +812+5.8% | Added |
| Monetary Management Group Inc | 14,903 | $7.53M | 2.48% | −147−1.0% | Reduced |
| HBK Sorce Advisory LLC | 14,890 | $7.52M | 0.50% | +1,800+13.8% | Added |
| Integrated Advisors Network LLC | 14,871 | $7.51M | 0.51% | −1,102−6.9% | Reduced |
| Spectrum Management Group, LLC | 14,839 | $7.49M | 1.63% | +110+0.7% | Added |
| Cambridge Financial Group, Inc. | 14,837 | $7.49M | 4.51% | +14,837 | New |
| Atlantic Trust, LLC | 14,818 | $7.48M | 2.60% | +5,652+61.7% | Added |
| TCTC Holdings, LLC | 14,812 | $7.48M | 0.32% | +57+0.4% | Added |
| Private Advisory Group LLC | 14,764 | $7.46M | 1.70% | −1,383−8.6% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 14,760 | $7.46M | 3.31% | −20.0% | Reduced |
| Icon Wealth Advisors, LLC | 14,738 | $7.44M | 0.90% | +14,738 | New |
| Symmetry Partners, LLC | 14,725 | $7.44M | 0.50% | −78−0.5% | Reduced |
| Armstrong Shaw Associates Inc | 14,708 | $7.43M | 7.97% | 00.0% | Unchanged |
| Marshall & Sullivan Inc | 14,695 | $7.42M | 5.13% | −186−1.2% | Reduced |
| Change Path, LLC | 14,682 | $7.42M | 0.45% | −58−0.4% | Reduced |
| Alcosta Capital Management, Inc. | 14,614 | $7.38M | 7.23% | −437−2.9% | Reduced |
| Liberty Capital Management, Inc. | 14,600 | $7.37M | 2.76% | −52−0.4% | Reduced |
| Broadleaf Partners, LLC | 14,600 | $7.37M | 3.07% | −29−0.2% | Reduced |
| Global Retirement Partners, LLC | 13,133 | $7.29M | 0.55% | +448+3.5% | Added |
| Spinnaker Trust | 14,411 | $7.28M | 0.60% | −850−5.6% | Reduced |
| Broderick Brian C | 14,381 | $7.26M | 2.27% | +855+6.3% | Added |
| Venture Visionary Partners LLC | 14,361 | $7.25M | 0.59% | +74+0.5% | Added |
| Sawtooth Solutions, LLC | 14,281 | $7.21M | 1.05% | +1,357+10.5% | Added |
| Wolverine Asset Management LLC | 14,159 | $7.15M | 0.10% | +14,159 | New |
| Blue Fin Capital, Inc. | 14,085 | $7.11M | 2.69% | +42+0.3% | Added |
| Mutual Advisors, LLC | 14,066 | $7.10M | 0.37% | +1,762+14.3% | Added |
| Accredited Investors Inc. | 14,059 | $7.10M | 0.82% | −18−0.1% | Reduced |
| YorkBridge Wealth Partners, LLC | 14,011 | $7.08M | 1.82% | +68+0.5% | Added |
| Madison Wealth Management | 14,004 | $7.07M | 1.75% | +368+2.7% | Added |
| AdvisorNet Financial, Inc | 13,981 | $7.06M | 0.71% | −214−1.5% | Reduced |
| Asio Capital, LLC | 13,966 | $7.05M | 2.24% | +81+0.6% | Added |
| Perkins Coie Trust Co | 13,963 | $7.05M | 2.70% | +20+0.1% | Added |
| Fulcrum Capital LLC | 13,962 | $7.05M | 2.09% | −219−1.5% | Reduced |
| Trust Co of Vermont | 13,936 | $7.04M | 0.56% | +174+1.3% | Added |
| SOL Capital Management CO | 13,918 | $7.03M | 1.46% | −372−2.6% | Reduced |
| JCIC Asset Management Inc. | 12,659 | $7.03M | 3.24% | −398−3.0% | Reduced |
| Colonial Trust Co | 13,894 | $7.02M | 2.24% | +13,894 | New |
| Sowell Financial Services LLC | 13,864 | $7.00M | 0.71% | −2,217−13.8% | Reduced |
| Ulland Investment Advisors, LLC | 13,855 | $7.00M | 7.64% | −20−0.1% | Reduced |
| Capital Planning Advisors, LLC | 13,850 | $7.00M | 1.88% | +260+1.9% | Added |
| KMG Fiduciary Partners, LLC | 13,848 | $6.99M | 1.35% | −2,054−12.9% | Reduced |
| Sandy Spring Bank | 13,711 | $6.92M | 0.44% | −257−1.8% | Reduced |
| Montag A & Associates Inc | 13,653 | $6.89M | 0.48% | −225−1.6% | Reduced |
| Ballentine Partners, LLC | 13,634 | $6.88M | 0.24% | +1,536+12.7% | Added |
| Executive Wealth Management, LLC | 6,876 | $6.88M | 0.99% | −6,561−48.8% | Reduced |
| China Universal Asset Management Co., Ltd. | 13,606 | $6.87M | 2.89% | −2,590−16.0% | Reduced |
| Mader & Shannon Wealth Management, Inc. | 13,589 | $6.86M | 7.48% | −3,269−19.4% | Reduced |
| Thoroughbred Financial Services, LLC | 13,497 | $6.82M | 1.30% | +39+0.3% | Added |
| Verdence Capital Advisors LLC | 13,492 | $6.81M | 0.94% | −122−0.9% | Reduced |
| Americana Partners, LLC | 13,512 | $6.81M | 1.22% | +320+2.4% | Added |
| Chicago Trust Co NA | 13,486 | $6.81M | 1.77% | −241−1.8% | Reduced |
| Tradition Wealth Management, LLC | 13,470 | $6.80M | 1.02% | +615+4.8% | Added |
| Ballast, Inc. | 13,466 | $6.80M | 3.32% | −100−0.7% | Reduced |
| Vanguard Capital Wealth Advisors | 13,461 | $6.80M | 8.26% | +26+0.2% | Added |
| Wedge Capital Management L L P | 13,368 | $6.75M | 0.11% | −1,813−11.9% | Reduced |
| Value Partners Investments Inc. | 13,324 | $6.74M | 0.67% | −1,368−9.3% | Reduced |
| Arrow Financial Corp | 13,337 | $6.74M | 0.98% | −122−0.9% | Reduced |
| Moody Lynn & Lieberson, LLC | 13,186 | $6.66M | 0.64% | +3,955+42.8% | Added |
| Pitcairn Co | 13,173 | $6.65M | 0.74% | −186−1.4% | Reduced |
| Dynamic Advisor Solutions LLC | 13,164 | $6.65M | 0.51% | −535−3.9% | Reduced |
| Resources Investment Advisors, LLC. | 13,122 | $6.63M | 0.25% | +4,740+56.5% | Added |
| Wipfli Financial Advisors LLC, | 13,117 | $6.63M | 0.47% | +13,117 | New |
| Pinnacle Holdings, LLC | 13,105 | $6.62M | 3.10% | +102+0.8% | Added |