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 |
|---|---|---|---|---|---|
| McKinley Capital Management LLC /Delaware | 83,786 | $42.3M | 5.74% | +991+1.2% | Added |
| Premier Fund Managers Ltd | 83,000 | $42.3M | 3.16% | −2,000−2.4% | Reduced |
| FDx Advisors, Inc. | 83,463 | $42.2M | 1.89% | −18,342−18.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 83,352 | $42.1M | 1.12% | +1,167+1.4% | Added |
| South Dakota Investment Council | 82,319 | $41.6M | 1.00% | +4,000+5.1% | Added |
| Vigilant Capital Management, LLC | 81,831 | $41.3M | 3.88% | −1,366−1.6% | Reduced |
| Auxier Asset Management | 81,762 | $41.3M | 7.96% | −3,197−3.8% | Reduced |
| Cetera Advisor Networks LLC | 81,647 | $41.2M | 0.51% | +7,078+9.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 80,999 | $41.2M | 0.66% | +22,263+37.9% | Added |
| Atria Investments LLC | 81,241 | $41.0M | 0.91% | −407−0.5% | Reduced |
| Hantz Financial Services, Inc. | 80,460 | $40.6M | 1.40% | −433−0.5% | Reduced |
| Provident Investment Management, Inc. | 80,298 | $40.6M | 5.19% | −5,297−6.2% | Reduced |
| SP Asset Management | 79,974 | $40.4M | 5.53% | +275+0.3% | Added |
| Douglas Lane & Associates, LLC | 78,907 | $39.9M | 0.74% | −5,402−6.4% | Reduced |
| Davis R M Inc | 78,615 | $39.7M | 1.15% | +5,312+7.2% | Added |
| Tokio Marine Asset Management Co Ltd | 78,054 | $39.4M | 3.35% | −3,090−3.8% | Reduced |
| Securian Asset Management, Inc | 77,685 | $39.2M | 1.17% | +200+0.3% | Added |
| Flputnam Investment Management Co | 77,542 | $39.2M | 1.52% | +333+0.4% | Added |
| Consulta Ltd | 77,500 | $39.1M | 3.91% | −77,500−50.0% | Reduced |
| Central Trust Co | 76,433 | $38.6M | 1.32% | −501−0.7% | Reduced |
| MUFG Americas Holdings Corp | 75,792 | $38.3M | 0.95% | −675−0.9% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 74,482 | $38.3M | 2.65% | 00.0% | Unchanged |
| Group One Trading, L.P. | 75,655 | $38.2M | 1.25% | +54,534+258.2% | Added |
| Cumberland Partners Ltd | 75,402 | $38.1M | 4.04% | −180−0.2% | Reduced |
| Banco Santander, S.A. | 75,340 | $38.0M | 0.51% | −2,579−3.3% | Reduced |
| Stephens Inc | 74,800 | $37.8M | 0.81% | −787−1.0% | Reduced |
| First Foundation Advisors | 74,292 | $37.5M | 1.84% | −11,236−13.1% | Reduced |
| Bailard, Inc. | 74,138 | $37.4M | 1.55% | +1,014+1.4% | Added |
| E. Ohman J:or Asset Management AB | 73,960 | $37.4M | 1.70% | +31,660+74.8% | Added |
| Kentucky Retirement Systems | 73,220 | $37.0M | 1.57% | +3,590+5.2% | Added |
| Minneapolis Portfolio Management Group, LLC | 73,152 | $36.9M | 6.16% | −2,813−3.7% | Reduced |
| Guggenheim Capital LLC | 72,893 | $36.8M | 0.34% | −13,652−15.8% | Reduced |
| Peapack Gladstone Financial Corp | 72,579 | $36.7M | 0.75% | +18,485+34.2% | Added |
| Brinker Capital Investments, LLC | 72,425 | $36.6M | 0.76% | −12,239−14.5% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 71,455 | $36.1M | 2.19% | −5,220−6.8% | Reduced |
| Eastern Bank | 71,447 | $36.1M | 2.06% | +187+0.3% | Added |
| Elo Mutual Pension Insurance Co | 70,462 | $35.6M | 1.34% | −3,703−5.0% | Reduced |
| PFS Investments Inc. | 70,424 | $35.6M | 0.77% | −5,805−7.6% | Reduced |
| Cantor Fitzgerald, L. P. | 70,124 | $35.4M | 0.77% | +1,000+1.4% | Added |
| Shell Asset Management Co | 69,965 | $35.3M | 1.38% | −2,868−3.9% | Reduced |
| Pictet North America Advisors SA | 69,843 | $35.3M | 5.63% | −2,124−3.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 69,735 | $35.2M | 0.66% | −22,156−24.1% | Reduced |
| Chartwell Investment Partners, LLC | 69,597 | $35.1M | 1.49% | −318−0.5% | Reduced |
| Eagle Ridge Investment Management | 69,217 | $35.0M | 4.39% | −3,115−4.3% | Reduced |
| WestEnd Advisors, LLC | 68,521 | $34.6M | 1.16% | −7,348−9.7% | Reduced |
| Chilton Capital Management LLC | 68,511 | $34.6M | 2.30% | −3,417−4.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 68,487 | $34.6M | 0.60% | −2,338−3.3% | Reduced |
| Fulton Breakefield Broenniman LLC | 68,474 | $34.6M | 3.25% | −1,278−1.8% | Reduced |
| Sit Investment Associates Inc | 68,167 | $34.4M | 1.03% | −4,628−6.4% | Reduced |
| Achmea Investment Management B.V. | 68,020 | $34.4M | 1.22% | −3,521−4.9% | Reduced |
| Walleye Trading LLC | 67,820 | $34.3M | 1.12% | −45,360−40.1% | Reduced |
| Castleark Management LLC | 67,680 | $34.2M | 1.90% | +2,630+4.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 67,474 | $34.1M | 0.84% | +1,463+2.2% | Added |
| Galvin, Gaustad & Stein, LLC | 67,277 | $34.0M | 3.60% | −1,096−1.6% | Reduced |
| Beacon Pointe Advisors, LLC | 66,932 | $33.9M | 0.76% | +269+0.4% | Added |
| Montag & Caldwell, LLC | 67,067 | $33.9M | 5.03% | −373−0.6% | Reduced |
| First Eagle Investment Management, LLC | 66,842 | $33.8M | 0.10% | −4,225−5.9% | Reduced |
| ClariVest Asset Management LLC | 66,812 | $33.7M | 1.63% | −3,400−4.8% | Reduced |
| Vantage Investment Partners, LLC | 66,617 | $33.6M | 5.28% | −173,469−72.3% | Reduced |
| Raymond James Trust N.A. | 66,486 | $33.6M | 1.25% | +1,381+2.1% | Added |
| Roosevelt Investment Group LLC | 66,381 | $33.5M | 2.41% | +1,036+1.6% | Added |
| PGGM Investments | 66,377 | $33.5M | 0.59% | +66,377 | New |
| Synovus Financial Corp | 66,176 | $33.5M | 0.41% | +1,180+1.8% | Added |
| Boston Private Wealth LLC | 66,221 | $33.4M | 0.49% | +17,604+36.2% | Added |
| Maple Capital Management, Inc. | 65,065 | $33.4M | 4.22% | +2,447+3.9% | Added |
| Chilton Investment Co LLC | 66,093 | $33.4M | 1.04% | +4,901+8.0% | Added |
| Fiduciary Trust Co | 66,012 | $33.3M | 0.72% | +637+1.0% | Added |
| Farmers & Merchants Investments Inc | 65,783 | $33.2M | 1.50% | +746+1.1% | Added |
| Ashfield Capital Partners, LLC | 64,877 | $32.8M | 2.75% | −478−0.7% | Reduced |
| CWM, LLC | 64,514 | $32.6M | 0.26% | +211+0.3% | Added |
| Associated Banc-Corp | 63,900 | $32.3M | 1.49% | −2,415−3.6% | Reduced |
| AltraVue Capital, LLC | 63,600 | $32.1M | 4.80% | −2,360−3.6% | Reduced |
| Worldquant Millennium Advisors LLC | 63,506 | $32.1M | 0.78% | +774+1.2% | Added |
| Aureus Asset Management, LLC | 63,103 | $31.9M | 2.78% | −23,559−27.2% | Reduced |
| HealthCor Management, L.P. | 62,980 | $31.8M | 3.98% | −5,250−7.7% | Reduced |
| Rockland Trust Co | 62,639 | $31.6M | 2.26% | −954−1.5% | Reduced |
| SG Americas Securities, LLC | 62,591 | $31.6M | 0.49% | −5,847−8.5% | Reduced |
| Heritage Investors Management Corp | 62,489 | $31.6M | 1.59% | −2,262−3.5% | Reduced |
| Petrus Trust Company, LTA | 62,366 | $31.5M | 4.48% | +77+0.1% | Added |
| Guardian Capital LP | 62,235 | $31.4M | 1.08% | +3,610+6.2% | Added |
| Private Advisor Group, LLC | 61,964 | $31.3M | 0.36% | −30,918−33.3% | Reduced |
| Regentatlantic Capital LLC | 60,895 | $30.8M | 0.92% | −2,249−3.6% | Reduced |
| Wedgewood Partners Inc | 60,867 | $30.7M | 5.78% | −1,619−2.6% | Reduced |
| Old National Bancorp | 60,691 | $30.7M | 1.04% | −2,686−4.2% | Reduced |
| Sabal Trust CO | 60,669 | $30.6M | 2.31% | −457−0.7% | Reduced |
| Vestor Capital, LLC | 60,533 | $30.6M | 4.01% | +421+0.7% | Added |
| RMB Capital Management, LLC | 60,464 | $30.5M | 1.14% | −3,480−5.4% | Reduced |
| Rhenman & Partners Asset Management AB | 54,800 | $30.4M | 3.19% | −1,200−2.1% | Reduced |
| Louisiana State Employees Retirement System | 59,900 | $30.3M | 0.89% | +500+0.8% | Added |
| Campbell Newman Asset Management Inc | 59,396 | $30.0M | 3.38% | −357−0.6% | Reduced |
| TownSquare Capital, LLC | 59,369 | $30.0M | 0.86% | +2,132+3.7% | Added |
| Illinois Municipal Retirement Fund | 58,841 | $29.7M | 0.73% | −8,229−12.3% | Reduced |
| Locust Wood Capital Advisers, LLC | 58,639 | $29.6M | 2.28% | −1,368−2.3% | Reduced |
| Bowie Capital Management, LLC | 58,597 | $29.6M | 4.66% | −1,646−2.7% | Reduced |
| Systematic Alpha Investments, LLC | 58,323 | $29.5M | 1.78% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 57,945 | $29.3M | 1.27% | −1,845−3.1% | Reduced |
| Burney Co | 57,803 | $29.2M | 1.61% | −1,705−2.9% | Reduced |
| Snowden Capital Advisors LLC | 56,801 | $28.7M | 1.30% | +4,189+8.0% | Added |
| Focus Financial Network, Inc. | 56,190 | $28.4M | 2.45% | +1,655+3.0% | Added |
| Oppenheimer & Co Inc | 56,014 | $28.3M | 0.66% | +318+0.6% | Added |