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
- 2,999
- +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
- 1,240 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 |
|---|---|---|---|---|---|
| Varma Mutual Pension Insurance Co | 143,742 | $72.6M | 1.24% | +15,000+11.7% | Added |
| United Capital Financial Advisers, LLC | 141,806 | $71.6M | 0.42% | +910+0.6% | Added |
| Employees Retirement System of Texas | 140,604 | $71.0M | 1.08% | −34,921−19.9% | Reduced |
| Swiss Life Asset Management Ltd | 139,918 | $70.7M | 1.22% | +11,423+8.9% | Added |
| State of Alaska, Department of Revenue | 139,788 | $70.6M | 0.95% | −5,159−3.6% | Reduced |
| New York Life Investment Management LLC | 139,086 | $70.2M | 0.85% | −333−0.2% | Reduced |
| Creative Planning | 139,037 | $70.2M | 0.12% | +483+0.3% | Added |
| Pinnacle Financial Partners Inc | 137,883 | $69.6M | 2.52% | +5,919+4.5% | Added |
| Marsico Capital Management LLC | 137,060 | $69.2M | 3.72% | +21,628+18.7% | Added |
| Mutual of America Capital Management LLC | 136,953 | $69.2M | 0.93% | +1,584+1.2% | Added |
| Mercer Global Advisors Inc | 136,822 | $69.1M | 0.41% | +4,954+3.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 136,818 | $69.1M | 0.69% | +220+0.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 135,968 | $68.7M | 0.39% | +2,779+2.1% | Added |
| Cambridge Trust Co | 135,758 | $68.6M | 3.25% | −3,871−2.8% | Reduced |
| Morningstar Investment Services LLC | 125,950 | $68.2M | 0.96% | −52,533−29.4% | Reduced |
| Erste Asset Management GmbH | 131,903 | $67.0M | 1.50% | −3,345−2.5% | Reduced |
| Texas Permanent School Fund | 132,351 | $66.8M | 1.07% | +8,432+6.8% | Added |
| Marshall Wace, LLP | 132,332 | $66.8M | 0.17% | −877,539−86.9% | Reduced |
| Gabelli Funds LLC | 131,490 | $66.4M | 0.55% | +14,270+12.2% | Added |
| Colony Group LLC | 130,753 | $66.0M | 1.17% | −275−0.2% | Reduced |
| Martingale Asset Management L P | 130,643 | $66.0M | 1.32% | −1,930−1.5% | Reduced |
| Financial Counselors Inc | 130,636 | $66.0M | 1.63% | −626−0.5% | Reduced |
| Bradley Foster & Sargent Inc | 129,840 | $65.6M | 1.81% | +1,516+1.2% | Added |
| United Services Automobile Association | 128,856 | $65.1M | 1.81% | −21,814−14.5% | Reduced |
| Kestra Advisory Services, LLC | 128,360 | $64.8M | 0.69% | +10,165+8.6% | Added |
| MML Investors Services, LLC | 128,239 | $64.8M | 0.49% | +6,910+5.7% | Added |
| Susquehanna International Group, LLP | 127,163 | $64.2M | 0.13% | −36,764−22.4% | Reduced |
| Yousif Capital Management, LLC | 126,730 | $64.0M | 0.91% | −2,695−2.1% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 124,930 | $63.1M | 4.44% | +15,030+13.7% | Added |
| Tiaa, FSB | 123,636 | $62.4M | 0.27% | −2,258−1.8% | Reduced |
| Davis Selected Advisers | 122,391 | $61.8M | 0.44% | −747−0.6% | Reduced |
| Connectus Wealth, LLC | 122,133 | $61.7M | 1.29% | −17,460−12.5% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 122,006 | $61.6M | 4.99% | −5,730−4.5% | Reduced |
| Industrial Alliance Investment Management Inc. | 121,629 | $61.4M | 1.81% | −13,018−9.7% | Reduced |
| Border to Coast Pensions Partnership Ltd | 121,099 | $61.2M | 1.98% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 120,875 | $61.0M | 1.14% | +3,745+3.2% | Added |
| Commerce Bank | 120,737 | $61.0M | 0.53% | +1,803+1.5% | Added |
| Bartlett & Co. Wealth Management LLC | 120,585 | $60.9M | 1.31% | +2,048+1.7% | Added |
| Bartlett & Co. LLC | 120,585 | $60.9M | 1.31% | +2,048+1.7% | Added |
| Cerity Partners LLC | 118,316 | $59.8M | 0.72% | −5,679−4.6% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 117,326 | $59.3M | 4.81% | −1,579−1.3% | Reduced |
| First Long Island Investors, LLC | 116,584 | $58.9M | 6.54% | −827−0.7% | Reduced |
| Qube Research & Technologies Ltd | 116,240 | $58.7M | 0.37% | +116,240 | New |
| Cookson Peirce & Co Inc | 116,002 | $58.6M | 4.13% | +1,678+1.5% | Added |
| Federation des caisses Desjardins du Quebec | 115,914 | $58.5M | 0.70% | −6,296−5.2% | Reduced |
| Voloridge Investment Management, LLC | 114,952 | $58.1M | 0.31% | +114,952 | New |
| MAI Capital Management | 114,906 | $58.0M | 1.10% | +6,716+6.2% | Added |
| Acadian Asset Management LLC | 113,377 | $57.2M | 0.31% | +41,203+57.1% | Added |
| Oppenheimer Asset Management Inc. | 112,784 | $57.0M | 1.00% | −455−0.4% | Reduced |
| Cornerstone Advisors, LLC | 112,100 | $56.6M | 2.78% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 111,493 | $56.4M | 0.15% | +5,572+5.3% | Added |
| Van Eck Associates Corp | 111,707 | $56.4M | 0.17% | +6,009+5.7% | Added |
| PFM Health Sciences, LP | 111,554 | $56.3M | 2.15% | 00.0% | Unchanged |
| Nicholas Company, Inc. | 111,295 | $56.2M | 1.29% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 109,919 | $55.5M | 0.28% | −103,964−48.6% | Reduced |
| Zacks Investment Management | 109,651 | $55.4M | 0.89% | +1,061+1.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 109,600 | $55.4M | 0.36% | −2,362−2.1% | Reduced |
| Czech National Bank | 108,715 | $54.9M | 1.57% | +108,715 | New |
| Polaris Capital Management, LLC | 108,656 | $54.9M | 2.15% | −1,900−1.7% | Reduced |
| Credential Qtrade Securities Inc. | 108,228 | $54.7M | 4.24% | +3,496+3.3% | Added |
| Tower Research Capital LLC (TRC) | 108,117 | $54.6M | 0.89% | +23,986+28.5% | Added |
| Cullen/Frost Bankers, Inc. | 106,722 | $53.9M | 1.23% | −1,886−1.7% | Reduced |
| Cornerstone Investment Partners, LLC | 106,455 | $53.8M | 3.85% | −1,004−0.9% | Reduced |
| Bridges Investment Management Inc | 106,220 | $53.6M | 2.07% | −4,751−4.3% | Reduced |
| Abeille Asset Management SA | 105,750 | $53.4M | 2.08% | −2,916−2.7% | Reduced |
| Inverness Counsel LLC | 104,795 | $52.9M | 2.94% | −26,572−20.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 104,724 | $52.9M | 0.96% | +11,212+12.0% | Added |
| Hardman Johnston Global Advisors LLC | 104,133 | $52.6M | 2.37% | −775−0.7% | Reduced |
| Maryland Capital Management | 104,026 | $52.5M | 4.38% | −5,799−5.3% | Reduced |
| D. E. Shaw & Co., Inc. | 103,896 | $52.5M | 0.09% | −89,601−46.3% | Reduced |
| Norinchukin Bank, The | 103,128 | $52.1M | 1.06% | +7,484+7.8% | Added |
| Commerzbank Aktiengesellschaft | 102,872 | $52.0M | 3.84% | −568−0.5% | Reduced |
| Alyeska Investment Group, L.P. | 102,100 | $51.6M | 0.60% | −5,000−4.7% | Reduced |
| La Financiere de L'Echiquier | 101,186 | $51.1M | 3.24% | +97,904+2,983.1% | Added |
| Adams Diversified Equity Fund, Inc. | 99,300 | $50.1M | 2.50% | 00.0% | Unchanged |
| AE Wealth Management LLC | 99,237 | $50.1M | 0.40% | +6,803+7.4% | Added |
| Bokf, NA | 98,672 | $49.8M | 1.01% | +11,168+12.8% | Added |
| Covington Capital Management | 98,635 | $49.8M | 2.15% | −1,965−2.0% | Reduced |
| Capital International Inc | 97,807 | $49.4M | 1.10% | −59,962−38.0% | Reduced |
| Wealthfront Advisers LLC | 96,979 | $49.0M | 0.26% | +13,000+15.5% | Added |
| NS Partners Ltd | 96,289 | $48.6M | 3.15% | +2,414+2.6% | Added |
| Hartford Investment Management Co | 96,091 | $48.5M | 1.57% | +555+0.6% | Added |
| Samlyn Capital, LLC | 95,594 | $48.3M | 0.92% | −47,708−33.3% | Reduced |
| Smith Chas P & Associates Pa Cpas | 94,963 | $48.0M | 4.07% | +1,431+1.5% | Added |
| Robeco Schweiz AG | 94,635 | $47.8M | 0.93% | −6,301−6.2% | Reduced |
| Ziegler Capital Management, LLC | 94,512 | $47.7M | 2.09% | −2,702−2.8% | Reduced |
| Payden & Rygel | 94,110 | $47.5M | 2.78% | +2,400+2.6% | Added |
| Silvant Capital Management LLC | 93,627 | $47.3M | 3.22% | +80,849+632.7% | Added |
| Ardevora Asset Management LLP | 93,472 | $47.2M | 0.85% | −15,600−14.3% | Reduced |
| Fullerton Fund Management Co Ltd. | 92,970 | $47.0M | 3.49% | +8,234+9.7% | Added |
| Liontrust Investment Partners LLP | 92,368 | $46.6M | 0.76% | −17,100−15.6% | Reduced |
| Capital Advisors Inc | 90,012 | $46.2M | 1.43% | −4,649−4.9% | Reduced |
| Bowen Hanes & Co Inc | 90,424 | $45.7M | 1.77% | +55+0.1% | Added |
| Ancora Advisors, LLC | 89,257 | $45.1M | 1.42% | +5,071+6.0% | Added |
| Todd Asset Management LLC | 88,049 | $44.5M | 1.24% | −908−1.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 86,101 | $43.5M | 2.21% | +1,772+2.1% | Added |
| Whittier Trust Co | 85,283 | $43.1M | 0.90% | +5,669+7.1% | Added |
| Jefferies Group LLC | 84,698 | $42.8M | 1.25% | +59,423+235.1% | Added |
| Lido Advisors, LLC | 84,412 | $42.6M | 0.85% | +5,673+7.2% | Added |
| Heritage Wealth Advisors | 84,041 | $42.4M | 3.08% | +2,384+2.9% | Added |