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 |
|---|---|---|---|---|---|
| Brookstone Capital Management | 13,173 | $6.59M | 0.15% | +1,655+14.4% | Added |
| Asset Dedication, LLC | 12,826 | $6.58M | 0.72% | +325+2.6% | Added |
| Stamina Capital Management LP | 13,000 | $6.57M | 4.70% | +13,000 | New |
| Kentucky Farm Bureau Mutual Insurance Co | 13,000 | $6.57M | 2.23% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 12,902 | $6.52M | 1.26% | −1,364−9.6% | Reduced |
| Reliant Investment Management, LLC | 12,861 | $6.50M | 4.62% | −154−1.2% | Reduced |
| Annex Advisory Services, LLC | 12,854 | $6.49M | 0.44% | −187−1.4% | Reduced |
| Arkadios Wealth Advisors | 12,756 | $6.44M | 0.98% | −579−4.3% | Reduced |
| Redwood Investments, LLC | 12,744 | $6.44M | 0.86% | +11,754+1,187.3% | Added |
| Kovitz Investment Group Partners, LLC | 12,742 | $6.43M | 0.15% | −55−0.4% | Reduced |
| Marietta Wealth Management, LLC | 12,716 | $6.42M | 1.60% | −233−1.8% | Reduced |
| Charter Trust Co | 12,707 | $6.42M | 0.55% | −60−0.5% | Reduced |
| CAPROCK Group, Inc. | 12,673 | $6.40M | 0.62% | +87+0.7% | Added |
| Integrated Wealth Concepts LLC | 12,671 | $6.40M | 0.20% | −97−0.8% | Reduced |
| Waldron Private Wealth LLC | 12,630 | $6.38M | 0.40% | +189+1.5% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 12,559 | $6.37M | 0.49% | −1,096−8.0% | Reduced |
| Horizon Investment Services, LLC | 12,485 | $6.31M | 4.56% | +76+0.6% | Added |
| Ayrshire Capital Management LLC | 12,463 | $6.29M | 4.68% | +233+1.9% | Added |
| Dividend Assets Capital, LLC | 12,435 | $6.28M | 1.44% | −622−4.8% | Reduced |
| Jasper Ridge Partners, L.P. | 12,375 | $6.25M | 0.42% | −30−0.2% | Reduced |
| West Family Investments, Inc. | 12,342 | $6.23M | 2.66% | +30+0.2% | Added |
| Koshinski Asset Management, Inc. | 12,330 | $6.23M | 0.74% | −1,764−12.5% | Reduced |
| Lake Street Advisors Group, LLC | 12,238 | $6.18M | 0.45% | +920+8.1% | Added |
| Baker Tilly Wealth Management, LLC | 12,218 | $6.17M | 0.84% | −756−5.8% | Reduced |
| Ironvine Capital Partners, LLC | 12,190 | $6.16M | 0.83% | +1,614+15.3% | Added |
| PKO Investment Management Joint-Stock Co | 12,189 | $6.16M | 1.04% | −2,007−14.1% | Reduced |
| Cubist Systematic Strategies, LLC | 12,184 | $6.15M | 0.05% | +12,184 | New |
| Culbertson A N & Co Inc | 12,174 | $6.15M | 1.43% | −137−1.1% | Reduced |
| Unigestion Holding SA | 12,032 | $6.12M | 0.36% | −68−0.6% | Reduced |
| Paradigm Financial Partners, LLC | 11,768 | $6.11M | 1.89% | +88+0.8% | Added |
| Fundamentun, LLC | 12,083 | $6.10M | 1.23% | −2,199−15.4% | Reduced |
| HAP Trading, LLC | 12,059 | $6.09M | 0.79% | +1,357+12.7% | Added |
| Lynch Asset Management, Inc. | 12,000 | $6.06M | 5.44% | 00.0% | Unchanged |
| Sivik Global Healthcare LLC | 12,000 | $6.06M | 3.37% | −3,500−22.6% | Reduced |
| Belpointe Asset Management LLC | 11,995 | $6.06M | 0.41% | +1,300+12.2% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 11,976 | $6.05M | 2.47% | +11,532+2,597.3% | Added |
| Community Bank & Trust, Waco, Texas | 11,934 | $6.03M | 2.14% | −307−2.5% | Reduced |
| Fulton Bank, N.A. | 11,897 | $6.01M | 0.36% | −305−2.5% | Reduced |
| Mitchell Capital Management Co | 11,869 | $5.99M | 1.70% | +78+0.7% | Added |
| Bristlecone Advisors, LLC | 11,838 | $5.98M | 0.78% | +119+1.0% | Added |
| CMH Wealth Management LLC | 11,834 | $5.98M | 2.19% | +271+2.3% | Added |
| Hotaling Investment Management, LLC | 11,810 | $5.96M | 2.86% | −2,076−15.0% | Reduced |
| Moneta Group Investment Advisors LLC | 11,803 | $5.96M | 0.23% | −359−3.0% | Reduced |
| Equitable Holdings, Inc. | 11,804 | $5.96M | 0.12% | +899+8.2% | Added |
| Duncker Streett & Co Inc | 11,800 | $5.96M | 1.55% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 11,792 | $5.96M | 2.26% | +343+3.0% | Added |
| Plancorp, LLC | 11,779 | $5.95M | 0.40% | +52+0.4% | Added |
| Capital International Sarl | 11,770 | $5.94M | 0.48% | +1,955+19.9% | Added |
| Running Oak Capital LLC | 11,728 | $5.92M | 2.05% | +11,728 | New |
| Exchange Traded Concepts, LLC | 11,718 | $5.92M | 0.19% | −3,081−20.8% | Reduced |
| Squarepoint Ops LLC | 11,717 | $5.92M | 0.05% | +11,717 | New |
| WSFS Capital Management, LLC | 11,697 | $5.91M | 2.10% | −144−1.2% | Reduced |
| Bank of Hawaii | 11,691 | $5.90M | 0.40% | −198−1.7% | Reduced |
| Naples Global Advisors, LLC | 11,678 | $5.90M | 0.81% | +102+0.9% | Added |
| Univest Financial Corp | 11,651 | $5.88M | 1.93% | +2,134+22.4% | Added |
| Lountzis Asset Management, LLC | 11,642 | $5.88M | 3.99% | −278−2.3% | Reduced |
| Private Trust Co NA | 11,641 | $5.88M | 0.95% | +3,859+49.6% | Added |
| HWG Holdings LP | 11,636 | $5.88M | 4.23% | +11,636 | New |
| Cunning Capital Partners, LP | 11,620 | $5.87M | 4.65% | 00.0% | Unchanged |
| Simmons Bank | 11,620 | $5.87M | 0.55% | +870+8.1% | Added |
| Bellecapital International Ltd. | 11,614 | $5.87M | 1.79% | +858+8.0% | Added |
| Resources Management Corp | 11,601 | $5.86M | 1.01% | −22−0.2% | Reduced |
| Constitution Capital LLC | 11,602 | $5.86M | 3.92% | +1,300+12.6% | Added |
| BOK Financial Private Wealth, Inc. | 11,593 | $5.86M | 0.53% | +7+0.1% | Added |
| Cigna Investments Inc | 11,575 | $5.84M | 1.30% | −568−4.7% | Reduced |
| Optimum Investment Advisors | 11,567 | $5.84M | 3.14% | −671−5.5% | Reduced |
| Barbara Oil Co. | 11,500 | $5.81M | 3.19% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 11,472 | $5.79M | 0.79% | +759+7.1% | Added |
| Pegasus Partners Ltd. | 11,469 | $5.79M | 1.19% | +471+4.3% | Added |
| Puzo Michael J | 11,464 | $5.79M | 2.20% | +39+0.3% | Added |
| Kidder Stephen W | 11,444 | $5.78M | 2.36% | −30.0% | Reduced |
| RBA Wealth Management, LLC | 11,418 | $5.77M | 3.32% | −70−0.6% | Reduced |
| Stiles Financial Services Inc | 11,416 | $5.76M | 3.50% | +242+2.2% | Added |
| FourThought Financial, LLC | 11,404 | $5.76M | 0.85% | +1,815+18.9% | Added |
| Connable Office Inc | 11,352 | $5.73M | 0.93% | −261−2.2% | Reduced |
| NBT Bank N A | 11,322 | $5.72M | 0.93% | −1,133−9.1% | Reduced |
| Moloney Securities Asset Management, LLC | 11,314 | $5.71M | 1.38% | −166−1.4% | Reduced |
| Strategic Wealth Advisors Group, LLC | 11,274 | $5.69M | 0.24% | +66+0.6% | Added |
| SlateStone Wealth, LLC | 11,255 | $5.68M | 1.51% | +249+2.3% | Added |
| GPM Growth Investors, Inc. | 11,211 | $5.66M | 3.78% | −3,408−23.3% | Reduced |
| Bray Capital Advisors | 11,186 | $5.65M | 1.77% | −87−0.8% | Reduced |
| AlphaStar Capital Management, LLC | 11,078 | $5.59M | 0.60% | −329−2.9% | Reduced |
| LFS Asset Management | 11,078 | $5.59M | 5.65% | +11,078 | New |
| Acropolis Investment Management, LLC | 10,980 | $5.55M | 0.57% | −357−3.1% | Reduced |
| Clarius Group, LLC | 10,974 | $5.54M | 0.55% | +289+2.7% | Added |
| Beecher Investors Inc | 10,965 | $5.54M | 9.10% | −3,650−25.0% | Reduced |
| CWA Asset Management Group, LLC | 10,954 | $5.53M | 0.53% | +509+4.9% | Added |
| Kinneret Advisory, LLC | 10,936 | $5.52M | 0.77% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 10,903 | $5.51M | 1.33% | +42+0.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 10,885 | $5.50M | 0.28% | −9,401−46.3% | Reduced |
| Buckhead Capital Management LLC | 10,867 | $5.49M | 1.42% | +168+1.6% | Added |
| Gamble Jones Investment Counsel | 10,809 | $5.46M | 0.44% | −225−2.0% | Reduced |
| Greenline Partners, LLC | 10,807 | $5.46M | 1.24% | 00.0% | Unchanged |
| Capital Analysts, LLC | 10,776 | $5.44M | 0.37% | +77+0.7% | Added |
| Ocean Capital Management, LLC | 10,693 | $5.44M | 2.99% | +1,255+13.3% | Added |
| Bank of Nova Scotia Trust Co | 10,740 | $5.42M | 0.62% | −168−1.5% | Reduced |
| Burns J W & Co Inc | 10,737 | $5.42M | 1.06% | +3,383+46.0% | Added |
| NBW Capital LLC | 10,704 | $5.41M | 1.45% | +170+1.6% | Added |
| Northeast Investment Management | 10,688 | $5.40M | 0.37% | +1,658+18.4% | Added |
| Bank of New Hampshire | 10,654 | $5.38M | 1.68% | −127−1.2% | Reduced |