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 |
|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | 27,529 | $13.9M | 0.80% | +18,233+196.1% | Added |
| Great Valley Advisor Group, Inc. | 27,450 | $13.9M | 0.78% | +836+3.1% | Added |
| King Wealth | 27,386 | $13.8M | 3.51% | +43+0.2% | Added |
| Leuthold Group, LLC | 27,370 | $13.8M | 2.08% | −535−1.9% | Reduced |
| Comerica Securities,inc. | 27,362 | $13.8M | 1.14% | −1,370−4.8% | Reduced |
| Logan Capital Management Inc | 27,336 | $13.8M | 0.83% | +67+0.2% | Added |
| Trillium Asset Management, LLC | 27,081 | $13.7M | 0.45% | −145−0.5% | Reduced |
| Wedbush Securities Inc | 26,907 | $13.6M | 0.76% | +1,261+4.9% | Added |
| Summit Partners Public Asset Management, LLC | 26,861 | $13.6M | 1.12% | +26,861 | New |
| Citadel Advisors LLC | 26,712 | $13.5M | 0.02% | +26,712 | New |
| Torray LLC | 26,675 | $13.5M | 2.68% | 00.0% | Unchanged |
| Stonnington Group, LLC | 25,885 | $13.5M | 3.80% | +219+0.9% | Added |
| DuPont Capital Management Corp | 26,660 | $13.5M | 0.80% | −9,378−26.0% | Reduced |
| Allworth Financial LP | 26,494 | $13.4M | 0.17% | −515−1.9% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 26,458 | $13.4M | 0.69% | +1,954+8.0% | Added |
| Segment Wealth Management, LLC | 26,433 | $13.3M | 1.67% | +201+0.8% | Added |
| Veritable, L.P. | 26,338 | $13.3M | 0.26% | −6,729−20.3% | Reduced |
| Makena Capital Management LLC | 26,303 | $13.3M | 2.21% | −9,570−26.7% | Reduced |
| D L Carlson Investment Group Inc | 26,297 | $13.3M | 2.89% | +93+0.4% | Added |
| Bell Asset Management Ltd | 26,210 | $13.2M | 2.68% | −2,567−8.9% | Reduced |
| Venturi Wealth Management, LLC | 26,140 | $13.2M | 1.27% | −1,957−7.0% | Reduced |
| Wetherby Asset Management Inc | 26,131 | $13.2M | 0.93% | +510+2.0% | Added |
| Cetera Advisors LLC | 25,897 | $13.1M | 0.35% | +2,147+9.0% | Added |
| Connors Investor Services Inc | 25,884 | $13.1M | 1.71% | +507+2.0% | Added |
| Horizon Investments, LLC | 25,863 | $13.1M | 0.41% | +5,303+25.8% | Added |
| Prospera Financial Services Inc | 25,775 | $13.0M | 0.68% | +5,416+26.6% | Added |
| Nomura Holdings Inc | 25,619 | $13.0M | 0.13% | −14,180−35.6% | Reduced |
| Cullinan Associates Inc | 25,668 | $13.0M | 0.82% | −1,400−5.2% | Reduced |
| BerganKDV Wealth Management, LLC | 25,659 | $13.0M | 1.55% | +321+1.3% | Added |
| Scholtz & Company, LLC | 24,680 | $12.9M | 9.20% | +2,417+10.9% | Added |
| Cresset Asset Management, LLC | 25,476 | $12.9M | 0.16% | −1,029−3.9% | Reduced |
| Highlander Capital Management, LLC | 25,340 | $12.8M | 7.35% | +200+0.8% | Added |
| Jag Capital Management, LLC | 25,190 | $12.7M | 1.78% | −2,228−8.1% | Reduced |
| Andra AP-fonden | 25,100 | $12.7M | 0.42% | −1,300−4.9% | Reduced |
| Marks Group Wealth Management, Inc | 25,076 | $12.7M | 1.93% | +520+2.1% | Added |
| Bright Rock Capital Management, LLC | 25,000 | $12.6M | 3.54% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 24,859 | $12.6M | 0.41% | +776+3.2% | Added |
| Heritage Trust Co | 24,824 | $12.5M | 2.19% | −729−2.9% | Reduced |
| Buckingham Capital Management, Inc. | 24,764 | $12.5M | 2.42% | −2,537−9.3% | Reduced |
| Avantax Advisory Services, Inc. | 24,753 | $12.5M | 0.19% | +1,068+4.5% | Added |
| Muhlenkamp & Co Inc | 24,736 | $12.5M | 5.58% | +212+0.9% | Added |
| 11 Capital Partners LP | 24,686 | $12.5M | 5.76% | +24,686 | New |
| Level Four Advisory Services, LLC | 24,301 | $12.3M | 1.19% | −1,501−5.8% | Reduced |
| Corient Capital Partners, LLC | 23,893 | $12.3M | 0.94% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 24,028 | $12.1M | 2.29% | −24,033−50.0% | Reduced |
| Armistice Capital, LLC | 24,000 | $12.1M | 0.30% | −26,000−52.0% | Reduced |
| Terry L. Blaker | 23,990 | $12.1M | 1.21% | −199−0.8% | Reduced |
| Greenleaf Trust | 23,714 | $12.0M | 0.18% | +1,562+7.1% | Added |
| Motley Fool Asset Management LLC | 23,682 | $12.0M | 1.18% | −171−0.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 23,485 | $11.9M | 1.34% | −1,378−5.5% | Reduced |
| Grimes & Company, Inc. | 23,232 | $11.7M | 0.61% | +167+0.7% | Added |
| Meridian Wealth Management, LLC | 22,985 | $11.6M | 1.25% | −285−1.2% | Reduced |
| Hudson Valley Investment Advisors Inc | 22,949 | $11.6M | 1.86% | +1,730+8.2% | Added |
| Richard Bernstein Advisors LLC | 22,907 | $11.6M | 0.29% | −1,448−5.9% | Reduced |
| Empirical Finance, LLC | 22,879 | $11.6M | 1.37% | +3,684+19.2% | Added |
| Gotham Asset Management, LLC | 22,748 | $11.5M | 0.34% | −1,522−6.3% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 22,618 | $11.4M | 1.55% | −173−0.8% | Reduced |
| Goelzer Investment Management, Inc. | 22,608 | $11.4M | 1.14% | +1,325+6.2% | Added |
| Northern Oak Wealth Management Inc | 22,573 | $11.4M | 1.71% | −518−2.2% | Reduced |
| Stock Yards Bank & Trust Co | 22,542 | $11.4M | 0.49% | −330−1.4% | Reduced |
| Everence Capital Management Inc | 22,530 | $11.4M | 1.05% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 22,493 | $11.4M | 4.29% | −709−3.1% | Reduced |
| Clough Capital Partners L P | 22,331 | $11.3M | 1.68% | +7,890+54.6% | Added |
| Balentine LLC | 22,254 | $11.2M | 0.43% | −15,932−41.7% | Reduced |
| Alps Advisors Inc | 22,151 | $11.2M | 0.11% | −19,724−47.1% | Reduced |
| Live Oak Private Wealth LLC | 22,102 | $11.2M | 2.50% | +194+0.9% | Added |
| Gifford Fong Associates | 22,000 | $11.1M | 2.75% | 00.0% | Unchanged |
| Cypress Capital Management LLC | 21,963 | $11.1M | 2.06% | −973−4.2% | Reduced |
| Glenview Trust Co | 21,941 | $11.1M | 0.42% | +336+1.6% | Added |
| RiverFront Investment Group, LLC | 20,531 | $11.1M | 0.41% | −1,277−5.9% | Reduced |
| Aristotle Atlantic Partners, LLC | 21,875 | $11.0M | 0.67% | +21,875 | New |
| Leavell Investment Management, Inc. | 21,666 | $10.9M | 0.87% | +100+0.5% | Added |
| Tocqueville Asset Management L.P. | 21,532 | $10.9M | 0.22% | −126−0.6% | Reduced |
| St Germain D J Co Inc | 21,118 | $10.8M | 0.72% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 21,422 | $10.8M | 1.39% | +104+0.5% | Added |
| First National Bank of Omaha | 21,420 | $10.8M | 0.71% | −2,002−8.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 21,363 | $10.8M | 0.22% | +792+3.9% | Added |
| Roundview Capital LLC | 21,357 | $10.8M | 1.36% | +271+1.3% | Added |
| Tradewinds, LLC. | 21,337 | $10.8M | 7.83% | +54+0.3% | Added |
| Somerville Kurt F | 21,321 | $10.8M | 2.16% | −14−0.1% | Reduced |
| TD Private Client Wealth LLC | 21,285 | $10.7M | 0.55% | −2,698−11.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 21,246 | $10.7M | 1.38% | −1,426−6.3% | Reduced |
| Mission Wealth Management, LP | 21,232 | $10.7M | 0.58% | −309−1.4% | Reduced |
| Central Bank & Trust Co | 21,206 | $10.7M | 2.30% | −651−3.0% | Reduced |
| Brown Brothers Harriman & Co | 21,114 | $10.7M | 0.10% | +4,389+26.2% | Added |
| Banque Cantonale Vaudoise | 21,050 | $10.6M | 0.61% | −710−3.3% | Reduced |
| WoodTrust Financial Corp | 21,048 | $10.6M | 2.39% | +295+1.4% | Added |
| WESPAC Advisors SoCal, LLC | 19,145 | $10.6M | 4.44% | −129−0.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 20,941 | $10.6M | 1.97% | +110+0.5% | Added |
| Nan Shan Life Insurance Co., Ltd. | 20,888 | $10.5M | 0.26% | −7,112−25.4% | Reduced |
| First Hawaiian Bank | 20,745 | $10.5M | 0.41% | −1,403−6.3% | Reduced |
| Kestra Private Wealth Services, LLC | 20,684 | $10.4M | 0.60% | +913+4.6% | Added |
| Motco | 20,620 | $10.4M | 0.82% | +1,479+7.7% | Added |
| Caldwell Trust Co | 20,548 | $10.4M | 1.54% | +506+2.5% | Added |
| Ninety One SA (PTY) Ltd | 20,180 | $10.3M | 4.10% | −1,998−9.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 20,408 | $10.3M | 0.85% | +1,736+9.3% | Added |
| Axxcess Wealth Management, LLC | 20,345 | $10.3M | 1.03% | +1,326+7.0% | Added |
| Security National Bank | 20,289 | $10.2M | 2.86% | −499−2.4% | Reduced |
| Greenwich Wealth Management LLC | 20,272 | $10.2M | 1.09% | +91+0.5% | Added |
| Berger Financial Group, Inc | 20,257 | $10.2M | 1.50% | +847+4.4% | Added |