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 | 3,055 | $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 |
|---|---|---|---|---|---|
| Patten & Patten Inc | 37,959 | $19.2M | 1.82% | −677−1.8% | Reduced |
| Stewart & Patten Co LLC | 37,958 | $19.2M | 3.69% | −814−2.1% | Reduced |
| Credit Agricole S A | 37,794 | $19.1M | 0.64% | +4,521+13.6% | Added |
| QV Investors Inc. | 37,689 | $19.0M | 1.84% | −8,925−19.1% | Reduced |
| Park Avenue Securities LLC | 37,665 | $19.0M | 0.38% | +2,283+6.5% | Added |
| Stillwater Capital Advisors, LLC | 37,377 | $18.9M | 4.31% | −1,936−4.9% | Reduced |
| Clifford Swan Investment Counsel LLC | 37,063 | $18.7M | 0.88% | −10.0% | Reduced |
| Abner Herrman & Brock LLC | 36,998 | $18.7M | 3.43% | −194−0.5% | Reduced |
| Core Alternative Capital | 36,826 | $18.6M | 2.97% | +8,995+32.3% | Added |
| Fisher Asset Management, LLC | 36,614 | $18.5M | 0.01% | −5,422−12.9% | Reduced |
| Dakota Wealth Management | 36,604 | $18.5M | 1.51% | +9,659+35.8% | Added |
| LSV Asset Management | 36,490 | $18.4M | 0.04% | −4,100−10.1% | Reduced |
| Palisade Asset Management, LLC | 35,956 | $18.2M | 2.49% | −407−1.1% | Reduced |
| Violich Capital Management, Inc. | 35,905 | $18.1M | 3.42% | −150.0% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 35,683 | $18.0M | 1.53% | −7,748−17.8% | Reduced |
| Engine No. 1 LLC | 35,600 | $18.0M | 8.87% | 00.0% | Unchanged |
| Cim, LLC | 32,680 | $17.9M | 3.77% | −743−2.2% | Reduced |
| Bragg Financial Advisors, Inc | 35,288 | $17.8M | 1.23% | −1,436−3.9% | Reduced |
| Chesley Taft & Associates LLC | 35,244 | $17.8M | 1.31% | +1,268+3.7% | Added |
| Siemens Fonds Invest GmbH | 35,188 | $17.8M | 2.04% | −401−1.1% | Reduced |
| Foyston, Gordon, & Payne Inc | 35,151 | $17.8M | 4.87% | +4,804+15.8% | Added |
| HighTower Trust Services, LTA | 35,036 | $17.7M | 1.95% | +35,036 | New |
| Haverford Financial Services, Inc. | 34,951 | $17.7M | 5.41% | +10.0% | Added |
| Stewart Asset Management, LLC | 34,850 | $17.6M | 12.77% | +1,526+4.6% | Added |
| Curi Capital | 34,800 | $17.6M | 2.92% | −3,656−9.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 34,742 | $17.5M | 0.44% | −2,754−7.3% | Reduced |
| Neville Rodie & Shaw Inc | 34,569 | $17.5M | 1.72% | −206−0.6% | Reduced |
| Waverton Investment Management Ltd | 34,420 | $17.4M | 0.71% | +17,819+107.3% | Added |
| Wesbanco Bank Inc | 34,323 | $17.3M | 1.17% | −33,020−49.0% | Reduced |
| Wallington Asset Management, LLC | 34,236 | $17.3M | 4.09% | +197+0.6% | Added |
| Salem Investment Counselors Inc | 34,234 | $17.3M | 0.79% | +772+2.3% | Added |
| Harbor Investment Advisory, LLC | 34,194 | $17.3M | 2.84% | +50.0% | Added |
| YHB Investment Advisors, Inc. | 34,153 | $17.2M | 1.92% | −38−0.1% | Reduced |
| Oak Ridge Investments LLC | 34,013 | $17.2M | 2.60% | −586−1.7% | Reduced |
| Gradient Investments LLC | 33,923 | $17.1M | 0.52% | −4,001−10.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 33,521 | $16.9M | 1.57% | +1,468+4.6% | Added |
| Dorsey & Whitney Trust CO LLC | 33,478 | $16.9M | 1.76% | −131−0.4% | Reduced |
| Jupiter Asset Management Ltd | 33,196 | $16.8M | 0.26% | −8,815−21.0% | Reduced |
| Sectoral Asset Management Inc | 33,125 | $16.7M | 3.30% | −2,800−7.8% | Reduced |
| Caisse de Depot Et Placement du Quebec | 33,031 | $16.7M | 0.05% | −64,638−66.2% | Reduced |
| Pathstone Family Office, LLC | 31,590 | $16.5M | 0.31% | −6,297−16.6% | Reduced |
| Fidelity National Financial, Inc. | 32,440 | $16.4M | 2.51% | 00.0% | Unchanged |
| Howe & Rusling Inc | 32,293 | $16.3M | 2.17% | +503+1.6% | Added |
| GAM Holding AG | 32,198 | $16.3M | 1.24% | −10,399−24.4% | Reduced |
| Adell Harriman & Carpenter Inc | 31,988 | $16.2M | 1.97% | +605+1.9% | Added |
| Churchill Management Corp | 31,882 | $16.1M | 0.43% | −1,026−3.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 31,858 | $16.1M | 1.99% | −11,200−26.0% | Reduced |
| Hyperion Capital Advisors LP | 31,703 | $16.0M | 7.89% | +1,682+5.6% | Added |
| Nicola Wealth Management Ltd. | 31,700 | $16.0M | 1.76% | −4,000−11.2% | Reduced |
| Washington Trust Bank | 31,648 | $16.0M | 2.03% | −1,061−3.2% | Reduced |
| James Investment Research Inc | 31,593 | $16.0M | 2.28% | −3,078−8.9% | Reduced |
| TruWealth Advisors, LLC | 31,543 | $15.9M | 1.69% | +799+2.6% | Added |
| D.A. Davidson & Co. | 31,531 | $15.9M | 0.21% | +1,359+4.5% | Added |
| Cardinal Capital Management, Inc. | 31,303 | $15.8M | 0.96% | −1,776−5.4% | Reduced |
| Carlson Capital Management | 31,172 | $15.7M | 1.34% | +143+0.5% | Added |
| Independent Advisor Alliance | 31,090 | $15.7M | 0.92% | −884−2.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 31,084 | $15.7M | 9.56% | +53+0.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 30,984 | $15.6M | 0.78% | −1,332−4.1% | Reduced |
| Madison Asset Management, LLC | 30,941 | $15.6M | 0.26% | +662+2.2% | Added |
| American Portfolios Advisors | 30,610 | $15.5M | 0.66% | +4,840+18.8% | Added |
| Prudential PLC | 30,585 | $15.4M | 0.24% | +3,531+13.1% | Added |
| Bank of the West | 30,409 | $15.4M | 2.00% | −751−2.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 30,300 | $15.3M | 0.73% | +8,775+40.8% | Added |
| German American Bancorp, Inc. | 30,275 | $15.3M | 2.65% | +430+1.4% | Added |
| united american securities inc. (d/b/a uas asset management) | 30,256 | $15.3M | 4.83% | −17,402−36.5% | Reduced |
| King Luther Capital Management Corp | 30,214 | $15.3M | 0.09% | +3,600+13.5% | Added |
| Sigma Planning Corp | 30,184 | $15.2M | 0.58% | +6,879+29.5% | Added |
| Middleton & Co Inc | 30,159 | $15.2M | 2.32% | −5,049−14.3% | Reduced |
| Tudor Investment Corp Et Al | 30,110 | $15.2M | 0.37% | +15,841+111.0% | Added |
| River Road Asset Management, LLC | 30,102 | $15.2M | 0.23% | −73−0.2% | Reduced |
| Distillate Capital Partners LLC | 29,490 | $15.2M | 2.03% | −10,079−25.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 29,884 | $15.1M | 1.45% | −1,697−5.4% | Reduced |
| Hancock Whitney Corp | 29,850 | $15.1M | 0.64% | −1,484−4.7% | Reduced |
| Woodline Partners LP | 29,842 | $15.1M | 0.22% | +29,842 | New |
| Hilton Capital Management, LLC | 29,801 | $15.1M | 1.98% | −381−1.3% | Reduced |
| Copeland Capital Management, LLC | 29,667 | $15.0M | 0.49% | −1,320−4.3% | Reduced |
| HB Wealth Management, LLC | 29,620 | $15.0M | 0.32% | +748+2.6% | Added |
| Kornitzer Capital Management Inc | 29,602 | $14.9M | 0.32% | +630+2.2% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 29,063 | $14.7M | 0.63% | +360+1.3% | Added |
| Parsec Financial Management, Inc. | 28,878 | $14.6M | 0.73% | +3,284+12.8% | Added |
| Argent Trust Co | 28,694 | $14.5M | 1.05% | −693−2.4% | Reduced |
| Forbes J M & Co LLP | 28,668 | $14.5M | 2.26% | +368+1.3% | Added |
| Amica Mutual Insurance Co | 28,441 | $14.4M | 2.04% | −725−2.5% | Reduced |
| Barometer Capital Management Inc. | 28,302 | $14.3M | 5.90% | +20,881+281.4% | Added |
| Girard Partners Ltd. | 28,194 | $14.2M | 1.89% | +1,914+7.3% | Added |
| Appleton Partners Inc | 28,123 | $14.2M | 1.42% | −60−0.2% | Reduced |
| Atlantic Union Bankshares Corp | 28,069 | $14.2M | 1.63% | −3,164−10.1% | Reduced |
| Twin Capital Management Inc | 28,037 | $14.2M | 1.91% | −228−0.8% | Reduced |
| Bridgecreek Investment Management, LLC | 28,035 | $14.2M | 3.02% | −160−0.6% | Reduced |
| Transform Wealth, LLC | 28,019 | $14.2M | 1.84% | +146+0.5% | Added |
| CCM Investment Advisers LLC | 27,961 | $14.1M | 2.40% | −2,067−6.9% | Reduced |
| Quest Investment Management LLC | 27,912 | $14.1M | 1.74% | +639+2.3% | Added |
| Schmidt P J Investment Management Inc | 26,305 | $14.0M | 3.38% | −59−0.2% | Reduced |
| EFG Asset Management (Americas) Corp. | 27,683 | $14.0M | 3.55% | −1,146−4.0% | Reduced |
| Addenda Capital Inc. | 27,752 | $14.0M | 0.64% | −2,554−8.4% | Reduced |
| Cohen Klingenstein LLC | 27,700 | $14.0M | 0.74% | 00.0% | Unchanged |
| Sumitomo Mitsui Financial Group, Inc. | 27,660 | $14.0M | 0.60% | −1,477−5.1% | Reduced |
| Parkman Healthcare Partners LLC | 27,641 | $14.0M | 3.97% | −1,170−4.1% | Reduced |
| Ameritas Investment Partners, Inc. | 27,622 | $13.9M | 0.62% | +161+0.6% | Added |
| Pioneer Trust Bank N A | 27,575 | $13.9M | 4.72% | −1,026−3.6% | Reduced |