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 | 3,054 | $202.4B |
| Q4 2025 | 3,311 | $248.2B |
| Q3 2025 | 3,168 | $253.5B |
| Q2 2025 | 3,185 | $241.1B |
| Q1 2025 | 3,613 | $424.3B |
| Q4 2024 | 3,684 | $409.5B |
| Q3 2024 | 3,476 | $474.6B |
| Q2 2024 | 3,406 | $411.9B |
| Q1 2024 | 3,384 | $398.9B |
| Q4 2023 | 3,421 | $428.0B |
| Q3 2023 | 3,144 | $407.5B |
| Q2 2023 | 3,136 | $388.4B |
| Q1 2023 | 3,114 | $383.6B |
| Q4 2022 | 3,159 | $434.2B |
| Q3 2022 | 2,998 | $413.5B |
| Q2 2022 | 2,964 | $422.0B |
| Q1 2022 | 2,965 | $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 |
|---|---|---|---|---|---|
| Beach Investment Counsel Inc | 20,207 | $10.2M | 1.45% | −26,803−57.0% | Reduced |
| L & S Advisors Inc | 20,170 | $10.2M | 1.80% | +2,230+12.4% | Added |
| Gladius Capital Management LP | 20,128 | $10.2M | 1.69% | +20,128 | New |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $10.2M | 11.55% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 20,105 | $10.2M | 0.91% | −480−2.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 20,086 | $10.1M | 0.23% | +35+0.2% | Added |
| Strong Tower Advisory Services | 20,081 | $10.1M | 6.03% | −228−1.1% | Reduced |
| Redpoint Investment Management Pty Ltd | 20,002 | $10.1M | 1.49% | −3,167−13.7% | Reduced |
| Gabalex Capital Management LLC | 20,000 | $10.1M | 5.57% | −5,000−20.0% | Reduced |
| Arnhold LLC | 19,993 | $10.1M | 1.36% | −2,375−10.6% | Reduced |
| American National Bank | 19,867 | $10.0M | 2.40% | −445−2.2% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 19,840 | $10.0M | 2.68% | −3,698−15.7% | Reduced |
| Ritholtz Wealth Management | 19,820 | $10.0M | 0.53% | +10,159+105.2% | Added |
| Covington Investment Advisors Inc. | 19,787 | $9.99M | 2.59% | +60+0.3% | Added |
| Triasima Portfolio Management inc. | 19,773 | $9.99M | 0.81% | +166+0.8% | Added |
| Toroso Investments, LLC | 19,731 | $9.96M | 0.41% | +997+5.3% | Added |
| Orion Portfolio Solutions, LLC | 19,693 | $9.95M | 0.39% | +1,011+5.4% | Added |
| Advanced Asset Management Advisors Inc | 19,655 | $9.93M | 2.72% | +85+0.4% | Added |
| Advisors Capital Management, LLC | 19,263 | $9.90M | 0.26% | +5,264+37.6% | Added |
| Apollon Wealth Management, LLC | 19,569 | $9.88M | 0.81% | +1,252+6.8% | Added |
| Marvin & Palmer Associates Inc | 19,550 | $9.87M | 6.06% | −923−4.5% | Reduced |
| Toth Financial Advisory Corp | 19,495 | $9.85M | 1.78% | +969+5.2% | Added |
| Kingdon Capital Management, L.L.C. | 19,349 | $9.77M | 3.03% | +19,349 | New |
| Signaturefd, LLC | 19,175 | $9.68M | 0.33% | +994+5.5% | Added |
| Estabrook Capital Management | 19,149 | $9.67M | 1.80% | −119−0.6% | Reduced |
| Profund Advisors LLC | 19,073 | $9.63M | 0.69% | −1,227−6.0% | Reduced |
| Lincoln Capital Corp | 19,023 | $9.61M | 6.45% | +307+1.6% | Added |
| Stratos Wealth Partners, LTD. | 18,982 | $9.59M | 0.27% | −352−1.8% | Reduced |
| Princeton Global Asset Management LLC | 18,843 | $9.52M | 3.32% | −20−0.1% | Reduced |
| Polaris Wealth Advisory Group, LLC | 18,948 | $9.45M | 0.79% | −127−0.7% | Reduced |
| Coastline Trust Co | 18,604 | $9.40M | 1.50% | +5,229+39.1% | Added |
| Telemus Capital, LLC | 18,603 | $9.39M | 0.97% | −1,053−5.4% | Reduced |
| Foundations Investment Advisors, LLC | 18,503 | $9.35M | 0.41% | −1,918−9.4% | Reduced |
| Highline Capital Management, L.P. | 18,465 | $9.33M | 18.09% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 18,440 | $9.31M | 0.38% | −566−3.0% | Reduced |
| Advisory Services Network, LLC | 18,438 | $9.31M | 0.33% | +1,522+9.0% | Added |
| Farmers & Merchants Trust Co of Long Beach | 18,306 | $9.24M | 2.88% | −23−0.1% | Reduced |
| SeaTown Holdings Pte. Ltd. | 18,300 | $9.24M | 1.41% | −46,700−71.8% | Reduced |
| LGT Fund Management Co Ltd. | 18,260 | $9.22M | 4.33% | +400+2.2% | Added |
| Ibex Wealth Advisors | 18,253 | $9.22M | 2.40% | −384−2.1% | Reduced |
| Fragasso Group Inc. | 18,241 | $9.21M | 1.31% | −398−2.1% | Reduced |
| Arden Trust Co | 18,231 | $9.21M | 2.33% | −563−3.0% | Reduced |
| Conning Inc. | 18,215 | $9.20M | 0.33% | −3,033−14.3% | Reduced |
| Gamco Investors, Inc. Et Al | 18,122 | $9.15M | 0.11% | −684−3.6% | Reduced |
| Shelton Capital Management | 18,109 | $9.15M | 0.44% | −3,784−17.3% | Reduced |
| Schnieders Capital Management LLC | 18,007 | $9.09M | 2.41% | +1,280+7.7% | Added |
| Burt Wealth Advisors | 17,983 | $9.08M | 3.64% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 17,892 | $9.08M | 1.19% | +321+1.8% | Added |
| American Trust | 17,932 | $9.06M | 0.77% | −2,559−12.5% | Reduced |
| Parallel Advisors, LLC | 17,923 | $9.05M | 0.42% | +912+5.4% | Added |
| MainStreet Investment Advisors LLC | 17,868 | $9.02M | 1.10% | 00.0% | Unchanged |
| Eisler Capital (UK) Ltd. | 17,847 | $9.01M | 1.81% | +17,847 | New |
| Avitas Wealth Management LLC | 17,806 | $8.99M | 2.06% | −1,668−8.6% | Reduced |
| Crake Asset Management LLP | 17,800 | $8.99M | 2.60% | −39,300−68.8% | Reduced |
| Sumitomo Life Insurance Co | 17,801 | $8.99M | 0.38% | −2,120−10.6% | Reduced |
| Elk River Wealth Management, LLC | 17,781 | $8.98M | 2.37% | +615+3.6% | Added |
| Chronos Wealth Management, LLC | 17,745 | $8.96M | 7.42% | −548−3.0% | Reduced |
| Sonora Investment Management Group, LLC | 17,366 | $8.92M | 1.15% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 17,604 | $8.89M | 0.92% | +181+1.0% | Added |
| Consolidated Investment Group LLC | 17,600 | $8.89M | 1.93% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 17,593 | $8.88M | 1.14% | +1,407+8.7% | Added |
| Jackson Wealth Management, LLC | 17,502 | $8.84M | 1.74% | +9,751+125.8% | Added |
| 55I, LLC | 17,460 | $8.82M | 0.25% | +12,087+225.0% | Added |
| Essex Financial Services, Inc. | 17,431 | $8.80M | 1.05% | +863+5.2% | Added |
| Kesler, Norman & Wride, LLC | 17,429 | $8.80M | 2.45% | +415+2.4% | Added |
| Citizens National Bank Trust Department | 17,398 | $8.79M | 2.72% | −127−0.7% | Reduced |
| Western Wealth Management, LLC | 17,047 | $8.74M | 0.50% | +2,442+16.7% | Added |
| Ascent Group, LLC | 15,690 | $8.71M | 1.06% | +1,926+14.0% | Added |
| Ledyard National Bank | 17,191 | $8.68M | 1.13% | −327−1.9% | Reduced |
| Boston Financial Mangement LLC | 17,184 | $8.68M | 0.38% | +4,914+40.0% | Added |
| Kingsview Wealth Management, LLC | 17,068 | $8.62M | 0.41% | +1,820+11.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 17,065 | $8.62M | 0.57% | −842−4.7% | Reduced |
| Contravisory Investment Management, Inc. | 17,054 | $8.61M | 2.87% | −421−2.4% | Reduced |
| Gladstone Institutional Advisory LLC | 16,966 | $8.57M | 0.67% | −1,077−6.0% | Reduced |
| KCM Investment Advisors LLC | 16,962 | $8.57M | 0.40% | +1,030+6.5% | Added |
| Desjardins Global Asset Management Inc. | 16,908 | $8.54M | 1.08% | −5,254−23.7% | Reduced |
| Consolidated Planning Corp | 16,908 | $8.54M | 2.66% | −165−1.0% | Reduced |
| We Are One Seven, LLC | 7,115 | $8.54M | 0.81% | −1,202−14.5% | Reduced |
| Highland Capital Management, LLC | 16,843 | $8.51M | 0.66% | −2,952−14.9% | Reduced |
| Donaldson Capital Management, LLC | 16,826 | $8.50M | 0.47% | +115+0.7% | Added |
| Stolper Co | 16,805 | $8.49M | 4.18% | +11+0.1% | Added |
| Metis Global Partners, LLC | 16,733 | $8.45M | 1.36% | +1,066+6.8% | Added |
| Empire Life Investments Inc. | 16,685 | $8.43M | 0.64% | −200−1.2% | Reduced |
| Tower Bridge Advisors | 16,587 | $8.38M | 0.74% | +83+0.5% | Added |
| McKinley Carter Wealth Services, Inc. | 16,572 | $8.37M | 0.78% | +169+1.0% | Added |
| First Interstate Bank | 16,494 | $8.33M | 0.67% | +215+1.3% | Added |
| Winmill & Co. Inc | 16,475 | $8.32M | 3.29% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 16,456 | $8.31M | 2.46% | −794−4.6% | Reduced |
| Weatherly Asset Management L. P. | 16,425 | $8.29M | 1.19% | −278−1.7% | Reduced |
| Evergreen Capital Management LLC | 16,405 | $8.29M | 0.43% | +991+6.4% | Added |
| Meritage Portfolio Management | 16,390 | $8.28M | 0.69% | −549−3.2% | Reduced |
| RNC Capital Management LLC | 16,278 | $8.22M | 0.52% | −1,469−8.3% | Reduced |
| Alerus Financial NA | 16,278 | $8.22M | 0.82% | −80−0.5% | Reduced |
| Anchor Investment Management, LLC | 16,257 | $8.21M | 1.27% | +73+0.5% | Added |
| Arjuna Capital | 16,223 | $8.19M | 4.03% | −375−2.3% | Reduced |
| Zions Bancorporation, N.A. | 16,163 | $8.16M | 0.86% | +330+2.1% | Added |
| Woodmont Investment Counsel LLC | 16,154 | $8.16M | 1.02% | +430+2.7% | Added |
| Silvercrest Asset Management Group LLC | 16,115 | $8.14M | 0.07% | −957−5.6% | Reduced |
| Blue Edge Capital, LLC | 16,073 | $8.12M | 2.01% | +34+0.2% | Added |
| Primecap Management Co | 16,034 | $8.10M | 0.01% | −50.0% | Reduced |