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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.

Q4 2022 vs. Q3 2022

How the institutions holding UnitedHealth Group Inc changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of UNH: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders2,998713,159+232
Shares818.9M3.89M820.2M+5.16M (+0.6%)
Value$413.5B$1.97B$434.2B+$22.6B (+5.5%)

71 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (329)

Institutions that held UnitedHealth Group Inc at the end of Q4 2022 but not at the end of Q3 2022.

Showing the largest 100 of 329 by value.

Institutions new to UNH in Q4 2022
InstitutionSharesValue% of portfolio
Agf Management Ltd597,008$316.5M2.30%
Renaissance Technologies LLC538,677$285.6M0.39%
CI Private Wealth, LLC443,074$235.0M0.85%
Magellan Asset Management Ltd409,778$217.3M1.86%
Two Sigma Investments, LP164,310$87.1M0.28%
Menora Mivtachim Holdings Ltd.123,000$65.2M1.10%
Harvest Portfolios Group Inc.108,275$57.4M3.30%
Cercano Management LLC104,185$55.2M2.25%
Hudson Bay Capital Management LP97,000$51.4M0.60%
SP Asset Management LLC80,253$42.5M5.70%
Ilmarinen Mutual Pension Insurance Co79,700$42.3M0.64%
Maryland State Retirement & Pension System73,317$38.9M1.14%
Capital Group Investment Management Pte. Ltd.72,297$38.3M1.47%
Manchester Global Management (UK) Ltd67,083$35.6M14.41%
StonePine Asset Management Inc.60,513$32.1M6.02%
Moran Wealth Management, LLC48,948$26.0M0.99%
La Banque Postale Asset Management SA48,669$25.8M0.74%
Allstate Investment Management Co44,714$23.7M0.72%
Longbow Finance SA43,715$23.2M3.12%
Bleakley Financial Group, LLC41,010$21.7M0.78%
PointState Capital LP37,810$20.0M1.37%
Capital Fund Management S.A.34,738$18.4M0.41%
Petredis Investment Advisors LLC31,257$16.6M3.01%
Jefferies Financial Group Inc.28,977$15.4M0.26%
Aquatic Capital Management LLC28,100$14.9M1.09%
Gateway Wealth Partners, LLC23,679$12.6M2.16%
SYSTM Wealth Solutions LLC22,941$12.2M1.51%
Cyndeo Wealth Partners, LLC22,359$11.9M1.39%
Coldstream Capital Management Inc20,575$10.9M0.40%
Bornite Capital Management LP20,000$10.6M2.76%
Tiger Management L.L.C.18,800$9.97M6.30%
Nordwand Advisors, LLC18,395$9.75M1.22%
Great Waters Wealth Management19,137$9.42M2.03%
Innovis Asset Management LLC17,513$9.29M4.19%
Jessup Wealth Management, Inc16,994$9.01M5.72%
Argonautica Private Wealth Management, Inc16,568$8.78M4.50%
WBI Investments14,340$7.60M1.63%
Meeder Advisory Services, Inc.13,807$7.32M0.92%
FourThought Financial Partners, LLC12,170$6.45M0.93%
Great Lakes Retirement, Inc.10,401$5.51M1.41%
Carderock Capital Management Inc10,077$5.34M2.22%
Thematics Asset Management10,030$5.32M0.32%
Trium Capital LLP9,987$5.29M2.42%
Financial Partners Group, LLC8,950$4.75M2.80%
New Hampshire Trust8,725$4.63M1.22%
Trifecta Capital Advisors, LLC8,597$4.56M1.82%
Viawealth, LLC9,075$4.45M3.66%
Left Brain Wealth Management, LLC8,367$4.44M3.32%
Te Ahumairangi Investment Management Ltd8,240$4.37M0.68%
Oversea-Chinese Banking CORP Ltd7,671$4.07M0.24%
Beverly Hills Private Wealth, LLC7,375$3.91M1.71%
B.O.S.S. Retirement Advisors, LLC7,277$3.86M0.99%
Shorepoint Capital Partners LLC7,240$3.84M1.07%
Pathway Financial Advisers, LLC6,687$3.55M1.44%
Legato Capital Management LLC6,596$3.50M0.67%
Otter Creek Advisors, LLC6,500$3.45M3.07%
Shaker Investments LLC6,462$3.43M2.13%
Brady Family Wealth, LLC6,134$3.25M1.34%
Investment Management Corp of Ontario6,109$3.24M0.16%
Fiduciary Alliance LLC6,045$3.21M0.83%
Point72 Middle East FZE5,898$3.13M0.24%
Park Place Capital Corp5,886$3.12M0.88%
Capricorn Fund Managers Ltd5,800$3.08M0.79%
Dorsey Wright & Associates5,586$2.96M0.86%
Cassaday & Co Wealth Management LLC5,051$2.68M0.12%
Prosight Management, LP5,000$2.65M1.48%
Alliance Wealth Advisors, LLC4,907$2.60M1.17%
Applied Capital LLC4,518$2.40M2.39%
F/M Investments LLC4,493$2.38M2.88%
Cordatus Wealth Management LLC4,453$2.36M3.46%
Schear Investment Advisers, LLC4,342$2.30M2.84%
Silicon Valley Capital Partners4,340$2.30M0.53%
Beaumont Financial Advisors, LLC4,336$2.30M0.23%
Tilt Investment Management Holdings, PBC4,294$2.28M1.93%
Twin Tree Management, LP4,249$2.25M0.07%
US Asset Management LLC4,209$2.23M2.41%
RFP Financial Group LLC4,196$2.22M1.00%
Whitford Management LLC4,184$2.22M1.43%
Dover Advisors, LLC4,142$2.20M2.37%
Saranac Partners Ltd4,086$2.17M3.98%
MRP Capital Investments, LLC4,065$2.16M2.38%
FORA Capital, LLC4,004$2.12M0.34%
Green Harvest Asset Management LLC3,862$2.05M0.09%
Dynamic Technology Lab Private Ltd3,787$2.01M0.20%
CFO4Life, L.P.3,673$1.95M0.41%
Daymark Wealth Partners, LLC3,466$1.84M0.33%
Paralel Advisors LLC3,464$1.84M0.11%
Northern Financial Advisors Inc3,410$1.81M2.05%
VitalStone Financial, LLC3,340$1.80M1.23%
Beck Capital Management, LLC3,324$1.76M0.74%
Prossimo Advisors, LLC3,203$1.70M3.93%
Millington Financial Advisors, LLC3,164$1.68M1.64%
Moss Adams Wealth Advisors LLC3,117$1.65M0.83%
SageView Advisory Group, LLC3,080$1.63M0.13%
Pinnacle Wealth Management, LLC3,052$1.62M1.95%
Yarbrough Capital, LLC3,043$1.61M0.13%
Garda Capital Partners LP3,005$1.59M1.48%
Seven Eight Capital, LP2,959$1.57M0.41%
One River Asset Management, LLC2,808$1.49M1.02%
First County Bank2,804$1.49M0.71%

Sold out (97)

Institutions that held UnitedHealth Group Inc at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of UNH in Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Balyasny Asset Management LLC299,301$151.2M
Capitolis Advisors LLC151,067$76.3M
MUFG Americas Holdings Corp75,792$38.3M
HealthCor Management, L.P.62,980$31.8M
Tudor Investment Corp Et Al30,110$15.2M
Distillate Capital Partners LLC29,490$15.2M
Cypress Capital Management LLC21,963$11.1M
Tradewinds, LLC.21,337$10.8M
Nan Shan Life Insurance Co., Ltd.20,888$10.5M
Gabalex Capital Management LLC20,000$10.1M
Kingdon Capital Management, L.L.C.19,349$9.77M
Highline Capital Management, L.P.18,465$9.33M
Crake Asset Management LLP17,800$8.99M
Jackson Wealth Management, LLC17,502$8.84M
Element Capital Management LLC15,281$7.72M
Integral Health Asset Management, LLC15,000$7.58M
Stamina Capital Management LP13,000$6.57M
Gunderson Capital Management Inc.10,497$5.30M
Weiss Asset Management LP10,301$5.20M
Berkshire Asset Management LLC9,486$4.79M
Capital Insight Partners, LLC7,911$4.00M
Caas Capital Management LP7,831$3.96M
PCJ Investment Counsel Ltd.7,500$3.79M
HRT Financial LP7,009$3.54M
Highland Private Wealth Management6,193$3.13M
Cipher Capital LP6,156$3.11M
SWS Partners5,699$2.88M
AlphaCrest Capital Management LLC5,664$2.86M
GPS Wealth Strategies Group, LLC5,301$2.68M
Teza Capital Management LLC5,219$2.64M
Cottage Street Advisors LLC4,905$2.48M
Point72 Hong Kong Ltd4,852$2.45M
Maven Securities LTD4,680$2.36M
WCG Wealth Advisors LLC3,793$2.12M
Karp Capital Management Corp3,925$1.98M
CTC Capital Management, LLC3,900$1.97M
Q3 Asset Management3,650$1.85M
Ulysses Management LLC3,000$1.51M
Heron Financial Group, LLC2,838$1.43M
Van Den Berg Management I, Inc2,776$1.40M
Bluefin Capital Management, LLC2,700$1.36M
Y-Intercept (Hong Kong) Ltd2,535$1.28M
Versor Investments LP2,088$1.05M
Ergoteles LLC1,860$939.0K
OPSEU Pension Plan Trust Fund1,748$897.0K
Shepherd Kaplan Krochuk, LLC1,617$817.0K
Johnson & White Wealth Management, LLC1,451$733.0K
Magnetar Financial LLC1,319$666.0K
Donoghue Forlines LLC1,319$666.0K
LMR Partners LLP1,314$664.0K
DSC Advisors, L.P.1,245$629.0K
Schneider Downs Wealth Management Advisors, LP1,216$614.0K
CenterStar Asset Management, LLC–$552.0K
MEMBERS Trust Co1,050$530.0K
Standard Family Office LLC947$478.0K
LGL Partners, LLC942$476.0K
Mirova897$453.0K
Gsa Capital Partners LLP850$429.0K
Flow Traders U.S. LLC708$358.0K
First Washington CORP642$324.0K
Quilter Plc556$281.0K
Karlinski Andrew C526$266.0K
Advanced Research Investment Solutions, LLC505$255.0K
Schoolcraft Capital LLC495$250.2K
Private Asset Management Inc489$247.0K
Accuvest Global Advisors482$243.0K
Landaas & Co475$240.0K
Financial Advisory Group468$236.0K
Physicians Financial Services, Inc.450$227.0K
West Financial Advisors, LLC450$227.0K
Koss-Olinger Consulting, LLC442$223.0K
Empirical Asset Management, LLC430$217.0K
Papp L Roy & Associates428$216.0K
Allen Capital Group, LLC424$214.0K
SBB Research Group LLC424$214.0K
Carl P. Sherr & Co., LLC407$206.0K
Rosenbaum Jay D.405$205.0K
Selective Wealth Management, Inc.402$203.0K
QCM Cayman, Ltd.397$201.0K
Tevis Investment Management362$183.0K
Axiom Investment Management LLC262$134.0K
Hudock, Inc.238$120.0K
PYA Waltman Capital, LLC204$103.0K
Mint Tower Capital Management B.V.181$91.0K
Estate Counselors, LLC162$81.0K
Selway Asset Management150$76.0K
Wagner Wealth Management, LLC141$71.0K
Klaas Financial Asset Advisors, LLC131$66.0K
Tacita Capital Inc112$57.0K
Sage Private Wealth Group, LLC103$52.0K
O'Dell Group, LLC69$35.0K
Advocacy Wealth Management Services, LLC58$31.0K
Financial Enhancement Group LLC50$25.0K
Cowa, LLC35$18.0K
Axim Planning & Wealth25$13.0K
McMillion Capital Management Inc8$4.00K
Altshuler Shaham Ltd8$4.00K

Not filed for Q4 2022 yet (71)

Institutions that held UnitedHealth Group Inc at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UNH in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Eaton Vance Management1,998,408$1.01B
Agf Investments Inc.568,486$287.1M
Alleghany Corp263,560$133.1M
Inverness Counsel LLC104,795$52.9M
Maryland Capital Management104,026$52.5M
Covington Capital Management98,635$49.8M
Jefferies Group LLC84,698$42.8M
SP Asset Management79,974$40.4M
Roosevelt Investment Group LLC66,381$33.5M
Ashfield Capital Partners, LLC64,877$32.8M
Regentatlantic Capital LLC60,895$30.8M
Dowling & Yahnke LLC42,702$21.6M
BTR Capital Management Inc42,198$21.3M
American Portfolios Advisors30,610$15.5M
Corient Capital Partners, LLC23,893$12.3M
Redpoint Investment Management Pty Ltd20,002$10.1M
55I, LLC17,460$8.82M
Balasa Dinverno & Foltz LLC15,494$7.83M
Spectrum Management Group, LLC14,839$7.49M
Wipfli Financial Advisors LLC,13,117$6.63M
FourThought Financial, LLC11,404$5.76M
Strategic Wealth Advisors Group, LLC11,274$5.69M
LFS Asset Management11,078$5.59M
Beecher Investors Inc10,965$5.54M
Bowling Portfolio Management LLC10,296$5.20M
Morris Capital Advisors, LLC9,656$4.88M
Buck Wealth Strategies, LLC9,515$4.80M
Morgan Jess S & Co Inc9,416$4.75M
Solidarilty Wealth, LLC7,957$4.34M
Doyle Wealth Management7,142$3.61M
HM Capital Management, LLC7,112$3.59M
Budros, Ruhlin & Roe, Inc.6,938$3.50M
Andrew Hill Investment Advisors, Inc.6,705$3.39M
Siena Capital LLC6,441$3.25M
Beaumont Financial Partners, LLC4,521$2.28M
Spearhead Capital Advisors, LLC4,141$2.09M
DRW Securities, L.L.C.3,568$1.80M
Hightower 6M Holding, LLC3,400$1.72M
CPWM, LLC3,335$1.69M
Enhancing Capital LLC2,050$1.03M
Western Financial Corporation2,042$1.03M
Maxele Advisors, LLC1,974$997.2K
Cornerstone Wealth Management, LLC1,667$842.0K
Meadow Creek Wealth Advisors LLC1,664$840.0K
Bluestein R H & Co1,629$823.0K
South Shore Capital Advisors1,578$797.0K
Brightworth1,437$726.0K
Liberty Wealth Management LLC1,389$701.0K
Tru Independence Asset Management 2, LLC1,305$659.0K
Eidelman Virant Capital1,275$649.0K
ACG Wealth1,192$602.0K
AtlasMark Financial, Inc1,000$505.0K
Kore Private Wealth LLC987$499.0K
First Farmers & Merchants Bank / Trust955$483.0K
UBP Investment Advisors SA907$460.0K
Alphasimplex Group, LLC905$457.0K
H. L. Ormond & Company, LLC866$437.0K
NuWave Investment Management, LLC856$432.0K
Fure Financial Corp840$424.0K
Round Table Services, LLC688$347.0K
RGT Wealth Advisors, LLC570$288.0K
Applied Research Investments, LLC554$280.0K
Spotlight Asset Group, Inc.507$271.0K
WBH Advisory Inc457$231.0K
Monolith Advisors352$178.0K
Surevest, LLC201$102.0K
Pacific Center for Financial Services162$82.0K
Vienna Asset Management LLC109$55.0K
American Research & Management Co.85$43.0K
USA Financial Portformulas Corp34$17.0K
Strategic Asset Management, LLC30$15.0K