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 |
|---|---|---|---|---|---|
| Jacobs Levy Equity Management, Inc | 8,820 | $4.45M | 0.04% | +104+1.2% | Added |
| Plimoth Trust Co LLC | 8,800 | $4.44M | 1.54% | −149−1.7% | Reduced |
| NWK Group, Inc. | 8,796 | $4.44M | 3.44% | −339−3.7% | Reduced |
| HGK Asset Management Inc | 8,783 | $4.44M | 1.65% | −1,369−13.5% | Reduced |
| Benson Investment Management Company, Inc. | 8,747 | $4.42M | 3.11% | −9−0.1% | Reduced |
| Rice Partnership, LLC | 8,703 | $4.39M | 1.41% | +3,253+59.7% | Added |
| Olstein Capital Management, L.P. | 8,700 | $4.39M | 0.74% | −1,300−13.0% | Reduced |
| South State Corp. | 8,695 | $4.39M | 0.44% | +76+0.9% | Added |
| Larson Financial Group LLC | 8,683 | $4.38M | 0.62% | +6,755+350.4% | Added |
| Solidarilty Wealth, LLC | 7,957 | $4.34M | 2.51% | +3,143+65.3% | Added |
| Money Concepts Capital Corp | 8,523 | $4.30M | 0.25% | +4,471+110.3% | Added |
| Pavadi Capital LLC | 8,514 | $4.30M | 4.12% | −821−8.8% | Reduced |
| Becker Capital Management Inc | 8,505 | $4.29M | 0.23% | −10−0.1% | Reduced |
| Peachtree Investment Partners, LLC | 8,505 | $4.29M | 2.89% | +860+11.2% | Added |
| Nicollet Investment Management, Inc. | 8,478 | $4.28M | 2.34% | −124−1.4% | Reduced |
| Enterprise Bank & Trust Co | 8,464 | $4.28M | 2.22% | −47−0.6% | Reduced |
| Murphy Pohlad Asset Management LLC | 8,452 | $4.27M | 1.98% | +89+1.1% | Added |
| Community Bank, N.A. | 8,412 | $4.25M | 0.65% | +230+2.8% | Added |
| Baker Avenue Asset Management, LP | 8,307 | $4.20M | 0.28% | −2,334−21.9% | Reduced |
| Scott & Selber, Inc. | 8,305 | $4.19M | 2.02% | +32+0.4% | Added |
| Lakeview Capital Partners, LLC | 8,301 | $4.19M | 1.65% | +4,913+145.0% | Added |
| Private Wealth Strategies, L.L.C. | 8,297 | $4.19M | 1.22% | +47+0.6% | Added |
| Mitchell & Pahl Private Wealth, LLC | 8,245 | $4.16M | 3.08% | −13−0.2% | Reduced |
| SNS Financial Group, LLC | 8,214 | $4.15M | 0.60% | −100−1.2% | Reduced |
| Kerrisdale Advisers, LLC | 8,170 | $4.13M | 1.00% | −960−10.5% | Reduced |
| PFG Advisors | 8,117 | $4.10M | 0.47% | +558+7.4% | Added |
| Valeo Financial Advisors, LLC | 8,114 | $4.10M | 0.26% | +957+13.4% | Added |
| DeDora Capital, Inc. | 8,032 | $4.06M | 2.11% | +44+0.6% | Added |
| GDS Wealth Management | 8,029 | $4.05M | 0.90% | +539+7.2% | Added |
| Zeke Capital Advisors, LLC | 8,022 | $4.05M | 0.29% | +51+0.6% | Added |
| Connecticut Wealth Management, LLC | 8,017 | $4.05M | 0.38% | +576+7.7% | Added |
| Oak Associates, Ltd | 7,950 | $4.01M | 0.34% | 00.0% | Unchanged |
| RFG Advisory, LLC | 7,254 | $4.01M | 0.23% | +226+3.2% | Added |
| Grove Bank & Trust | 7,934 | $4.01M | 0.99% | +81+1.0% | Added |
| Harvest Volatility Management LLC | 7,873 | $4.01M | 0.69% | +568+7.8% | Added |
| IHT Wealth Management, LLC | 7,916 | $4.00M | 0.30% | +4,102+107.6% | Added |
| City Holding Co | 7,913 | $4.00M | 0.79% | +77+1.0% | Added |
| Elgethun Capital Management | 7,913 | $4.00M | 1.60% | +1,336+20.3% | Added |
| Capital Insight Partners, LLC | 7,911 | $4.00M | 1.08% | +213+2.8% | Added |
| Mechanics Bank Trust Department | 7,905 | $3.99M | 0.75% | +484+6.5% | Added |
| Union Heritage Capital, LLC | 7,900 | $3.99M | 2.65% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 7,897 | $3.99M | 1.04% | +1,689+27.2% | Added |
| West Branch Capital LLC | 7,860 | $3.97M | 2.47% | +86+1.1% | Added |
| MU Investments Co., Ltd. | 7,780 | $3.96M | 5.49% | 00.0% | Unchanged |
| Roanoke Asset Management Corp | 7,835 | $3.96M | 1.88% | +25+0.3% | Added |
| Caas Capital Management LP | 7,831 | $3.96M | 0.52% | +7,831 | New |
| Affiance Financial, LLC | 7,817 | $3.95M | 2.22% | −33−0.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 7,799 | $3.94M | 0.65% | +54+0.7% | Added |
| Summit Financial, LLC | 7,797 | $3.94M | 0.37% | +1,506+23.9% | Added |
| Decatur Capital Management, Inc. | 7,784 | $3.93M | 2.97% | +2,116+37.3% | Added |
| Family Legacy, Inc. | 7,777 | $3.93M | 1.97% | −32−0.4% | Reduced |
| Piscataqua Savings Bank | 7,767 | $3.92M | 3.75% | −65−0.8% | Reduced |
| Compton Wealth Advisory Group, LLC | 7,761 | $3.92M | 1.67% | −599−7.2% | Reduced |
| Veriti Management LLC | 7,739 | $3.91M | 0.57% | +65+0.8% | Added |
| Raab & Moskowitz Asset Management LLC | 7,735 | $3.91M | 1.64% | +92+1.2% | Added |
| Chase Investment Counsel Corp | 7,733 | $3.90M | 2.47% | −64−0.8% | Reduced |
| Sequoia Financial Advisors, LLC | 7,698 | $3.89M | 0.12% | −1,580−17.0% | Reduced |
| NorthRock Partners, LLC | 7,699 | $3.89M | 0.45% | +151+2.0% | Added |
| Strategic Advisors LLC | 7,685 | $3.88M | 0.86% | +473+6.6% | Added |
| Jackson Square Capital, LLC | 7,657 | $3.87M | 1.89% | −273−3.4% | Reduced |
| Bensler, LLC | 7,655 | $3.87M | 0.92% | +111+1.5% | Added |
| Bollard Group LLC | 7,655 | $3.87M | 0.16% | +13+0.2% | Added |
| Harrell Investment Partners, LLC | 7,643 | $3.86M | 1.61% | +588+8.3% | Added |
| Hyman Charles D | 7,626 | $3.85M | 0.30% | −65−0.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 7,613 | $3.85M | 0.94% | +310+4.2% | Added |
| Westover Capital Advisors, LLC | 7,609 | $3.84M | 1.47% | −14−0.2% | Reduced |
| Forefront Wealth Management Inc. | 7,580 | $3.83M | 5.33% | −135−1.7% | Reduced |
| LGT Group Foundation | 7,566 | $3.82M | 0.15% | +5,785+324.8% | Added |
| Clear Harbor Asset Management, LLC | 7,558 | $3.82M | 0.53% | −62−0.8% | Reduced |
| First Horizon Advisors, Inc. | 7,506 | $3.79M | 0.15% | −161−2.1% | Reduced |
| Great Diamond Partners, LLC | 7,504 | $3.79M | 1.29% | +670+9.8% | Added |
| Charles Carroll Financial Partners, LLC | 7,501 | $3.79M | 6.11% | +1,330+21.6% | Added |
| PCJ Investment Counsel Ltd. | 7,500 | $3.79M | 1.86% | +7,500 | New |
| Harbour Investment Management LLC | 7,453 | $3.76M | 2.36% | +10+0.1% | Added |
| Voya Financial Advisors, Inc. | 7,395 | $3.76M | 0.49% | +80+1.1% | Added |
| TFG Advisers LLC | 7,451 | $3.76M | 2.10% | +257+3.6% | Added |
| Page Arthur B | 7,448 | $3.76M | 3.93% | −152−2.0% | Reduced |
| Foster & Motley Inc | 7,437 | $3.76M | 0.36% | −284−3.7% | Reduced |
| Delta Capital Management LLC | 7,410 | $3.74M | 3.05% | 00.0% | Unchanged |
| Simplify Asset Management Inc. | 7,353 | $3.71M | 0.52% | +336+4.8% | Added |
| Globeflex Capital L P | 7,340 | $3.71M | 0.64% | +4,448+153.8% | Added |
| Hohimer Wealth Management, LLC | 7,333 | $3.70M | 1.19% | +70+1.0% | Added |
| Wealth Alliance | 7,305 | $3.69M | 0.73% | +21+0.3% | Added |
| G&S Capital LLC | 7,260 | $3.67M | 1.95% | +1,745+31.6% | Added |
| Proquility Private Wealth Partners, LLC | 7,257 | $3.67M | 1.69% | −157−2.1% | Reduced |
| Empowered Funds, LLC | 7,230 | $3.65M | 0.35% | +2,384+49.2% | Added |
| Cypress Capital Group | 7,197 | $3.63M | 0.61% | +350+5.1% | Added |
| Choate Investment Advisors | 7,179 | $3.63M | 0.24% | +475+7.1% | Added |
| Financial Advisory Service, Inc. | 7,180 | $3.63M | 0.40% | +787+12.3% | Added |
| True North Advisors, LLC | 7,177 | $3.62M | 1.19% | −105−1.4% | Reduced |
| Royal Capital Wealth Management, LLC | 7,157 | $3.61M | 4.21% | +9+0.1% | Added |
| Strategic Financial Services, Inc, | 7,147 | $3.61M | 0.32% | −874−10.9% | Reduced |
| Legacy CG, LLC | 7,144 | $3.61M | 2.38% | +79+1.1% | Added |
| Doyle Wealth Management | 7,142 | $3.61M | 0.31% | +139+2.0% | Added |
| Berkshire Bank | 7,135 | $3.60M | 1.10% | +25+0.4% | Added |
| Barings LLC | 7,133 | $3.60M | 0.14% | −4,495−38.7% | Reduced |
| HM Capital Management, LLC | 7,112 | $3.59M | 2.15% | +32+0.5% | Added |
| Advocate Group LLC | 7,097 | $3.58M | 0.89% | +68+1.0% | Added |
| River & Mercantile Asset Management LLP | 7,080 | $3.58M | 0.69% | −1,880−21.0% | Reduced |
| TCWP LLC | 7,085 | $3.58M | 0.76% | +286+4.2% | Added |