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 |
|---|---|---|---|---|---|
| CX Institutional | 10,623 | $5.37M | 0.37% | +4,160+64.4% | Added |
| Trust Asset Management LLC | 10,604 | $5.36M | 0.73% | +717+7.3% | Added |
| Csenge Advisory Group | 10,587 | $5.35M | 0.44% | −496−4.5% | Reduced |
| Brighton Jones LLC | 10,561 | $5.33M | 0.31% | +2,137+25.4% | Added |
| Savant Capital, LLC | 10,528 | $5.32M | 0.17% | −202−1.9% | Reduced |
| Wealthspire Advisors, LLC | 10,500 | $5.30M | 0.11% | +59+0.6% | Added |
| Gunderson Capital Management Inc. | 10,497 | $5.30M | 7.47% | +10,497 | New |
| Bryn Mawr Trust Co | 10,472 | $5.29M | 0.26% | −297−2.8% | Reduced |
| AIA Group Ltd | 10,470 | $5.29M | 0.35% | −6,718−39.1% | Reduced |
| Legacy Advisors, LLC | 10,438 | $5.27M | 1.16% | +829+8.6% | Added |
| Harbour Investments, Inc. | 10,210 | $5.24M | 0.35% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 10,357 | $5.23M | 4.02% | −55−0.5% | Reduced |
| HBW Advisory Services LLC | 10,337 | $5.22M | 1.46% | −43−0.4% | Reduced |
| Wealth Advisory Solutions, LLC | 10,317 | $5.21M | 1.44% | −31−0.3% | Reduced |
| Citizens Business Bank | 10,304 | $5.20M | 1.27% | −8,882−46.3% | Reduced |
| Wolverine Trading, LLC | 10,225 | $5.20M | 0.20% | −2,943−22.3% | Reduced |
| Weiss Asset Management LP | 10,301 | $5.20M | 0.14% | +10,301 | New |
| Bowling Portfolio Management LLC | 10,296 | $5.20M | 1.43% | −397−3.7% | Reduced |
| Meridian Wealth Advisors, LLC | 10,296 | $5.20M | 1.46% | −25−0.2% | Reduced |
| Clearstead Advisors, LLC | 10,291 | $5.20M | 0.48% | −5,259−33.8% | Reduced |
| Cornerstone Wealth Group, LLC | 10,256 | $5.18M | 1.14% | −1,119−9.8% | Reduced |
| Moors & Cabot, Inc. | 10,226 | $5.17M | 0.39% | −185−1.8% | Reduced |
| Souders Financial Advisors | 10,174 | $5.14M | 1.40% | −376−3.6% | Reduced |
| Intrust Bank NA | 10,156 | $5.13M | 0.79% | +131+1.3% | Added |
| Duff & Phelps Investment Management Co | 10,134 | $5.12M | 0.06% | +13+0.1% | Added |
| Lindenwold Advisors | 10,113 | $5.11M | 3.78% | +78+0.8% | Added |
| Lincoln National Corp | 10,086 | $5.09M | 0.13% | +1,925+23.6% | Added |
| Nikulski Financial, Inc. | 10,074 | $5.09M | 2.63% | +23+0.2% | Added |
| Fairhaven Wealth Management, LLC | 10,070 | $5.09M | 2.27% | −431−4.1% | Reduced |
| Quadrant Capital Group LLC | 10,071 | $5.09M | 0.67% | +702+7.5% | Added |
| Whalerock Point Partners, LLC | 10,065 | $5.08M | 2.23% | +375+3.9% | Added |
| Townsend & Associates, Inc | 9,176 | $5.08M | 2.34% | +2,869+45.5% | Added |
| Sky Investment Group LLC | 10,026 | $5.06M | 1.32% | −44−0.4% | Reduced |
| Centre Asset Management, LLC | 9,992 | $5.05M | 1.39% | −8−0.1% | Reduced |
| Duality Advisers, LP | 9,976 | $5.04M | 0.55% | +9,976 | New |
| Proequities, Inc. | 9,965 | $5.03M | 0.48% | +77+0.8% | Added |
| Bank Pictet & Cie (Asia) Ltd | 9,916 | $5.01M | 1.98% | −599−5.7% | Reduced |
| Pensionfund Sabic | 9,900 | $5.00M | 1.76% | 00.0% | Unchanged |
| Capula Management Ltd | 9,874 | $4.99M | 0.61% | +9,874 | New |
| Bond & Devick Financial Network, Inc. | 9,860 | $4.98M | 4.12% | −56−0.6% | Reduced |
| VGI Partners Ltd | 9,856 | $4.98M | 1.04% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 9,847 | $4.97M | 1.88% | −41−0.4% | Reduced |
| Timber Creek Capital Management LLC | 9,840 | $4.97M | 1.97% | −193−1.9% | Reduced |
| Stamos Capital Partners, L.P. | 9,830 | $4.96M | 1.26% | +6,830+227.7% | Added |
| JB Capital LLC | 9,824 | $4.96M | 0.54% | +5,833+146.2% | Added |
| Canal Capital Management, LLC | 9,793 | $4.95M | 1.44% | +672+7.4% | Added |
| GM Advisory Group, Inc. | 9,769 | $4.93M | 0.62% | −163−1.6% | Reduced |
| Chatham Capital Group, Inc. | 9,768 | $4.93M | 1.21% | −80−0.8% | Reduced |
| Kames Capital plc | 9,751 | $4.93M | 0.10% | −1,281−11.6% | Reduced |
| Handelsinvest Investeringsforvaltning | 9,747 | $4.92M | 0.77% | −242−2.4% | Reduced |
| Goodwin Daniel L | 9,730 | $4.91M | 2.83% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 9,708 | $4.90M | 1.74% | −239−2.4% | Reduced |
| Dorchester Wealth Management Co | 9,704 | $4.90M | 1.08% | −130−1.3% | Reduced |
| Bogart Wealth, LLC | 9,683 | $4.89M | 0.41% | +1,765+22.3% | Added |
| Schonfeld Strategic Advisors LLC | 9,680 | $4.89M | 0.04% | +9,680 | New |
| Laidlaw Wealth Management LLC | 9,675 | $4.89M | 1.14% | +521+5.7% | Added |
| Stanley-Laman Group, Ltd. | 9,665 | $4.88M | 0.93% | −419−4.2% | Reduced |
| Morris Capital Advisors, LLC | 9,656 | $4.88M | 4.60% | −119−1.2% | Reduced |
| Holderness Investments Co | 9,644 | $4.87M | 2.21% | −88−0.9% | Reduced |
| Clarity Financial LLC | 9,643 | $4.87M | 1.14% | −2,608−21.3% | Reduced |
| Ninety One North America, Inc. | 9,602 | $4.85M | 0.23% | −8,527−47.0% | Reduced |
| Institutional & Family Asset Management, LLC | 9,580 | $4.84M | 0.87% | +115+1.2% | Added |
| Qtron Investments LLC | 9,563 | $4.83M | 1.20% | −395−4.0% | Reduced |
| Wade G W & Inc | 9,551 | $4.82M | 0.24% | +105+1.1% | Added |
| Investment House LLC | 9,550 | $4.82M | 0.45% | +10+0.1% | Added |
| RDA Financial Network | 9,507 | $4.80M | 2.62% | +590+6.6% | Added |
| LexAurum Advisors, LLC | 9,502 | $4.80M | 1.86% | −16−0.2% | Reduced |
| Buck Wealth Strategies, LLC | 9,515 | $4.80M | 2.24% | +9,515 | New |
| Gateway Advisory, LLC | 9,496 | $4.80M | 1.19% | +959+11.2% | Added |
| PACK Private Wealth, LLC | 9,492 | $4.79M | 4.51% | −14−0.1% | Reduced |
| Berkshire Asset Management LLC | 9,486 | $4.79M | 0.34% | −807−7.8% | Reduced |
| Jaffetilchin Investment Partners, LLC | 9,453 | $4.77M | 0.61% | +489+5.5% | Added |
| Morgan Jess S & Co Inc | 9,416 | $4.75M | 4.14% | +102+1.1% | Added |
| Bessemer Securities LLC | 9,382 | $4.74M | 1.70% | −628−6.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,346 | $4.72M | 0.39% | −1,197−11.4% | Reduced |
| Northeast Financial Consultants Inc | 9,318 | $4.71M | 0.34% | +602+6.9% | Added |
| Unison Asset Management LLC | 9,317 | $4.71M | 4.23% | +93+1.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 9,296 | $4.70M | 1.81% | −5−0.1% | Reduced |
| Nelson Capital Management, LLC | 9,254 | $4.67M | 1.37% | −66−0.7% | Reduced |
| Riggs Asset Managment Co. Inc. | 9,248 | $4.67M | 1.85% | +9,194+17,025.9% | Added |
| Sitrin Capital Management LLC | 9,247 | $4.67M | 3.07% | +9,247 | New |
| Affinity Investment Advisors, LLC | 9,231 | $4.66M | 2.42% | −1,783−16.2% | Reduced |
| Covenant Asset Management, LLC | 9,225 | $4.66M | 1.88% | −149−1.6% | Reduced |
| Regent Investment Management LLC | 9,222 | $4.66M | 1.36% | +45+0.5% | Added |
| Tranquility Partners, LLC | 9,219 | $4.66M | 2.59% | +30.0% | Added |
| Martin Capital Partners, LLC | 9,158 | $4.63M | 2.14% | +378+4.3% | Added |
| Mount Yale Investment Advisors, LLC | 9,153 | $4.62M | 0.61% | −996−9.8% | Reduced |
| Banco de Sabadell, S.A | 9,109 | $4.60M | 3.80% | +120+1.3% | Added |
| Orleans Capital Management Corp | 9,102 | $4.60M | 3.84% | −245−2.6% | Reduced |
| Weik Capital Management | 9,086 | $4.59M | 2.29% | −210−2.3% | Reduced |
| Trinity Legacy Partners, LLC | 9,061 | $4.58M | 1.96% | −1,493−14.1% | Reduced |
| Peloton Wealth Strategists | 9,061 | $4.58M | 2.38% | −55−0.6% | Reduced |
| Gs Investments, Inc. | 9,035 | $4.56M | 3.02% | +30+0.3% | Added |
| Ameritas Advisory Services, LLC | 8,997 | $4.54M | 0.27% | +337+3.9% | Added |
| Fund Management at Engine No. 1 LLC | 8,993 | $4.54M | 1.34% | −480−5.1% | Reduced |
| Glen Eagle Advisors, LLC | 8,949 | $4.52M | 1.31% | +56+0.6% | Added |
| United Capital Management of KS, Inc. | 8,940 | $4.51M | 2.11% | +50+0.6% | Added |
| Strategic Blueprint, LLC | 8,936 | $4.51M | 0.57% | +241+2.8% | Added |
| Field & Main Bank | 8,863 | $4.48M | 3.01% | −414−4.5% | Reduced |
| Keebeck Wealth Management, LLC | 8,835 | $4.46M | 0.86% | +637+7.8% | Added |