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 |
|---|---|---|---|---|---|
| Dana Investment Advisors, Inc. | 55,998 | $28.3M | 1.60% | −6,288−10.1% | Reduced |
| Westfield Capital Management Co LP | 55,197 | $27.9M | 0.22% | +6,327+12.9% | Added |
| Penn Davis McFarland Inc | 55,090 | $27.8M | 5.58% | −240.0% | Reduced |
| NewEdge Wealth, LLC | 55,001 | $27.8M | 1.31% | −3,206−5.5% | Reduced |
| RBF Capital, LLC | 55,000 | $27.8M | 2.38% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 54,859 | $27.7M | 1.31% | −822−1.5% | Reduced |
| Braun Stacey Associates Inc | 53,864 | $27.2M | 1.65% | −4,495−7.7% | Reduced |
| Blue Chip Partners, Inc. | 53,273 | $26.9M | 3.69% | +1,018+1.9% | Added |
| Ieq Capital, LLC | 53,178 | $26.9M | 0.74% | +3,620+7.3% | Added |
| Congress Wealth Management LLC | 52,805 | $26.7M | 0.72% | +714+1.4% | Added |
| D'Orazio & Associates, Inc. | 52,712 | $26.6M | 7.79% | +423+0.8% | Added |
| Renaissance Group LLC | 52,561 | $26.5M | 1.43% | −3,984−7.0% | Reduced |
| National Asset Management, Inc. | 52,229 | $26.4M | 0.80% | +12,209+30.5% | Added |
| Community Trust & Investment Co | 52,183 | $26.4M | 2.52% | −5,580−9.7% | Reduced |
| First National Trust Co | 51,965 | $26.2M | 1.53% | −1,242−2.3% | Reduced |
| JustInvest LLC | 51,571 | $26.0M | 1.18% | +4,641+9.9% | Added |
| Cohen Capital Management, Inc. | 51,108 | $25.8M | 5.69% | −250.0% | Reduced |
| Sawgrass Asset Management LLC | 50,984 | $25.7M | 3.68% | +9,922+24.2% | Added |
| Garrison Bradford & Associates Inc | 50,823 | $25.7M | 31.24% | −3,824−7.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 50,627 | $25.6M | 0.08% | +14,313+39.4% | Added |
| Gluskin Sheff & Assoc Inc | 50,581 | $25.5M | 1.52% | −7,954−13.6% | Reduced |
| Massmutual Trust Co FSB | 50,270 | $25.4M | 1.15% | +418+0.8% | Added |
| Rafferty Asset Management, LLC | 50,044 | $25.3M | 0.27% | +27,281+119.8% | Added |
| Ossiam | 49,933 | $25.2M | 0.73% | +48,955+5,005.6% | Added |
| Stack Financial Management, Inc | 49,819 | $25.2M | 2.64% | +190.0% | Added |
| Edgestream Partners, L.P. | 49,783 | $25.1M | 1.94% | +26,318+112.2% | Added |
| Aptus Capital Advisors, LLC | 49,667 | $25.1M | 0.80% | +5,529+12.5% | Added |
| Raub Brock Capital Management LP | 49,330 | $24.9M | 5.20% | −6,975−12.4% | Reduced |
| North Point Portfolio Managers Corp | 48,180 | $24.3M | 4.54% | −610−1.3% | Reduced |
| Suncoast Equity Management | 48,033 | $24.3M | 4.74% | +9,918+26.0% | Added |
| New Mexico Educational Retirement Board | 47,920 | $24.2M | 1.31% | −4,300−8.2% | Reduced |
| Callahan Advisors, LLC | 47,739 | $24.1M | 3.46% | −467−1.0% | Reduced |
| Private Capital Advisors, Inc. | 47,629 | $24.1M | 4.17% | −761−1.6% | Reduced |
| Meeder Asset Management Inc | 46,916 | $23.7M | 1.37% | −642−1.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 46,800 | $23.6M | 1.30% | −158−0.3% | Reduced |
| Trust Co of Virginia | 46,787 | $23.6M | 3.01% | −809−1.7% | Reduced |
| Azimuth Capital Investment Management LLC | 45,931 | $23.2M | 1.27% | +71+0.2% | Added |
| De Burlo Group Inc | 45,730 | $23.1M | 5.50% | +45,050+6,625.0% | Added |
| Advisor Partners II, LLC | 45,679 | $23.1M | 1.74% | +45,679 | New |
| Asahi Life Asset Management Co., Ltd. | 45,581 | $23.0M | 7.11% | −1,218−2.6% | Reduced |
| Freestone Capital Holdings, LLC | 44,986 | $22.7M | 1.02% | −4,549−9.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 44,705 | $22.6M | 1.26% | −399−0.9% | Reduced |
| Overbrook Management Corp | 44,598 | $22.5M | 6.40% | +44,598 | New |
| EP Wealth Advisors, LLC | 44,410 | $22.4M | 0.51% | +14,599+49.0% | Added |
| Ethic Inc. | 44,300 | $22.4M | 1.52% | +2,717+6.5% | Added |
| Allstate Corp | 44,248 | $22.3M | 0.64% | −376−0.8% | Reduced |
| Vident Investment Advisory, LLC | 46,330 | $22.3M | 0.73% | −9,719−17.3% | Reduced |
| Lockheed Martin Investment Management Co | 44,127 | $22.3M | 1.79% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 44,116 | $22.3M | 1.92% | +388+0.9% | Added |
| Front Barnett Associates LLC | 44,109 | $22.3M | 2.94% | +114+0.3% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 43,847 | $22.3M | 1.93% | +278+0.6% | Added |
| Engle Capital Management, L.P. | 44,000 | $22.2M | 6.51% | +19,000+76.0% | Added |
| Hemenway Trust Co LLC | 43,601 | $22.0M | 2.59% | −83−0.2% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 43,557 | $22.0M | 0.94% | +664+1.5% | Added |
| Northwest & Ethical Investments L.P. | 43,479 | $22.0M | 0.88% | −2,009−4.4% | Reduced |
| Baader Bank INC | 43,351 | $21.9M | 1.89% | +18,411+73.8% | Added |
| Colonial Trust Advisors | 43,259 | $21.8M | 2.96% | +771+1.8% | Added |
| Citizens Financial Group Inc | 42,824 | $21.6M | 0.96% | −96−0.2% | Reduced |
| First American Bank | 42,804 | $21.6M | 2.26% | +1,122+2.7% | Added |
| Dowling & Yahnke LLC | 42,702 | $21.6M | 1.00% | −45−0.1% | Reduced |
| Brookfield Asset Management Inc. | 42,629 | $21.5M | 0.08% | −5,004−10.5% | Reduced |
| Cetera Investment Advisers | 42,621 | $21.5M | 0.43% | −8,557−16.7% | Reduced |
| Picton Mahoney Asset Management | 42,572 | $21.5M | 0.98% | +342+0.8% | Added |
| Quadrature Capital Ltd | 42,269 | $21.4M | 0.69% | +42,269 | New |
| BTR Capital Management Inc | 42,198 | $21.3M | 3.33% | −632−1.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 42,015 | $21.2M | 0.90% | +206+0.5% | Added |
| Advisors Asset Management, Inc. | 41,893 | $21.2M | 0.43% | +949+2.3% | Added |
| Narwhal Capital Management | 41,503 | $21.0M | 3.04% | −1,339−3.1% | Reduced |
| Port Capital LLC | 41,269 | $20.8M | 1.69% | +3,602+9.6% | Added |
| Mill Capital Management, LLC | 41,228 | $20.8M | 2.43% | +506+1.2% | Added |
| Exencial Wealth Advisors, LLC | 41,010 | $20.7M | 1.26% | +2,904+7.6% | Added |
| Governors Lane LP | 40,947 | $20.7M | 1.96% | −1,753−4.1% | Reduced |
| Novare Capital Management LLC | 40,930 | $20.7M | 2.65% | −214−0.5% | Reduced |
| Vestcor Inc | 40,860 | $20.6M | 0.78% | +1,424+3.6% | Added |
| Atria Wealth Solutions, Inc. | 40,847 | $20.6M | 0.36% | +999+2.5% | Added |
| Advisory Research Inc | 40,765 | $20.6M | 2.01% | +7,842+23.8% | Added |
| Manning & Napier Group, LLC | 40,457 | $20.4M | 0.27% | −2,058−4.8% | Reduced |
| Alpha Cubed Investments, LLC | 40,290 | $20.3M | 1.59% | +790+2.0% | Added |
| Pittenger & Anderson Inc | 40,039 | $20.2M | 1.21% | +1,336+3.5% | Added |
| Earnest Partners LLC | 39,787 | $20.1M | 0.13% | +1,387+3.6% | Added |
| JLB & Associates Inc | 39,729 | $20.1M | 3.56% | −175−0.4% | Reduced |
| Crossmark Global Holdings, Inc. | 39,702 | $20.1M | 0.56% | −3,001−7.0% | Reduced |
| Bamco Inc | 39,534 | $20.0M | 0.06% | 00.0% | Unchanged |
| Artemis Investment Management LLP | 39,400 | $19.9M | 0.23% | +5,265+15.4% | Added |
| Bridgeway Capital Management, LLC | 39,185 | $19.8M | 0.53% | +9,895+33.8% | Added |
| Shufro Rose & Co LLC | 39,091 | $19.7M | 1.97% | −97−0.2% | Reduced |
| Edgar Lomax Co | 38,933 | $19.7M | 1.36% | −260−0.7% | Reduced |
| Eagle Global Advisors LLC | 38,827 | $19.6M | 1.47% | −107−0.3% | Reduced |
| Diversified Trust Co | 38,737 | $19.6M | 0.89% | −506−1.3% | Reduced |
| FineMark National Bank & Trust | 38,635 | $19.5M | 0.97% | −3,216−7.7% | Reduced |
| Albion Financial Group | 38,541 | $19.5M | 2.01% | −172−0.4% | Reduced |
| Pinnacle Associates Ltd | 38,486 | $19.4M | 0.45% | +32+0.1% | Added |
| Punch & Associates Investment Management, Inc. | 38,461 | $19.4M | 1.36% | +84+0.2% | Added |
| LMCG Investments, LLC | 38,434 | $19.4M | 1.42% | −609−1.6% | Reduced |
| Anchor Capital Advisors LLC | 38,375 | $19.4M | 0.53% | −7,806−16.9% | Reduced |
| Marco Investment Management LLC | 38,327 | $19.4M | 2.45% | −1,945−4.8% | Reduced |
| Oxbow Advisors, LLC | 38,093 | $19.2M | 3.02% | −524−1.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 38,077 | $19.2M | 1.12% | −3,546−8.5% | Reduced |
| CIBC World Markets Corp | 38,071 | $19.2M | 0.27% | −122,977−76.4% | Reduced |
| Assetmark, Inc | 38,045 | $19.2M | 0.09% | +7,137+23.1% | Added |