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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.

13F holders, Q4 2022

Institutional positions in UnitedHealth Group Inc as of Dec 31, 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
3,160
+232 vs. Q3 2022
Shares held
820.2M
+5.16M (+0.6%) vs. Q3 2022
Total value
$434.2B
+$22.6B (+5.5%) vs. Q3 2022
New holders
329
1,286 more added
Sold out
97
1,218 more reduced

71 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2022: 3,160 institutions
Q1 2021: 2,516 institutionsQ2 2021: 2,592 institutionsQ3 2021: 2,573 institutionsQ4 2021: 2,909 institutionsQ1 2022: 2,966 institutionsQ2 2022: 2,965 institutionsQ3 2022: 2,999 institutionsQ4 2022: 3,160 institutionsQ1 2023: 3,115 institutionsQ2 2023: 3,137 institutionsQ3 2023: 3,145 institutionsQ4 2023: 3,422 institutionsQ1 2024: 3,385 institutionsQ2 2024: 3,407 institutionsQ3 2024: 3,477 institutionsQ4 2024: 3,685 institutionsQ1 2025: 3,614 institutionsQ2 2025: 3,186 institutionsQ3 2025: 3,169 institutionsQ4 2025: 3,312 institutionsQ1 2026: 3,055 institutionsQ2 2026: 3,395 institutions
Value heldQ4 2022: $434.2B
Q1 2021: $307.3BQ2 2021: $330.1BQ3 2021: $321.7BQ4 2021: $413.9BQ1 2022: $418.3BQ2 2022: $422.0BQ3 2022: $413.5BQ4 2022: $434.2BQ1 2023: $383.6BQ2 2023: $388.4BQ3 2023: $407.5BQ4 2023: $428.0BQ1 2024: $398.9BQ2 2024: $411.9BQ3 2024: $474.6BQ4 2024: $409.5BQ1 2025: $424.3BQ2 2025: $241.1BQ3 2025: $253.5BQ4 2025: $248.2BQ1 2026: $202.4BQ2 2026: $325.1B
Institutions holding UNH and their total value by quarter
QuarterHoldersValue
Q2 20263,395$325.1B
Q1 20263,055$202.4B
Q4 20253,312$248.2B
Q3 20253,169$253.5B
Q2 20253,186$241.1B
Q1 20253,614$424.3B
Q4 20243,685$409.5B
Q3 20243,477$474.6B
Q2 20243,407$411.9B
Q1 20243,385$398.9B
Q4 20233,422$428.0B
Q3 20233,145$407.5B
Q2 20233,137$388.4B
Q1 20233,115$383.6B
Q4 20223,160$434.2B
Q3 20222,999$413.5B
Q2 20222,965$422.0B
Q1 20222,966$418.3B
Q4 20212,909$413.9B
Q3 20212,573$321.7B
Q2 20212,592$330.1B
Q1 20212,516$307.3B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q3 2022.

Institutions holding UNH in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
First Command Advisory Services, Inc.11$00.00%+6+120.0%Added
Capstone Investment Advisors, LLC1$5300.00%+1New
Tfo-TDC, LLC7$1.95K0.00%−594−98.8%Reduced
Bradley & Co. Private Wealth Management, LLC6$3.18K0.00%−64−91.4%Reduced
Cedar Wealth Management, LLC6$3.18K0.00%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.6$3.18K0.00%+6New
HBC Financial Services, PLLC8$4.00K0.00%00.0%Unchanged
Magnolia Capital Management Ltd8$4.00K0.00%+8New
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.10$5.00K0.04%00.0%Unchanged
Knuff & Co LLC11$5.83K0.00%00.0%Unchanged
Boulder Wealth Advisors, LLC12$6.00K0.01%+12New
Norwood Financial Corp14$7.42K0.01%00.0%Unchanged
Longfellow Investment Management Co LLC14$7.42K0.00%−5−26.3%Reduced
JDM Financial Group LLC14$7.42K0.01%+14New
Kathleen S. Wright Associates Inc.17$9.00K0.01%00.0%Unchanged
HighMark Wealth Management LLC17$9.02K0.01%+4+30.8%Added
Rocky Mountain Advisers, LLC18$10.0K0.01%00.0%Unchanged
Stephens Consulting, LLC20$10.6K0.01%−140−87.5%Reduced
Sofos Investments, Inc.530$10.6K0.11%−11,590−95.6%Reduced
Global Wealth Strategies & Associates21$11.1K0.01%+21New
Ranger Investment Management, L.P.22$11.7K0.00%00.0%Unchanged
Truvestments Capital LLC22$11.7K0.01%+6+37.5%Added
Schubert & Co23$12.2K0.01%+5+27.8%Added
Morgan Dempsey Capital Management LLC24$12.7K0.00%00.0%Unchanged
Clear Investment Research, LLC24$13.0K0.03%+24New
Emfo, LLC25$13.3K0.01%00.0%Unchanged
NewSquare Capital LLC28$14.8K0.00%+10+55.6%Added
PayPay Securities Corp29$15.4K1.03%+29New
Highline Wealth Partners LLC32$17.0K0.01%00.0%Unchanged
Creative Capital Management Investments LLC32$17.0K0.01%+32New
Insight Financial Services33$17.8K0.03%00.0%Unchanged
Trust Co35$19.0K0.00%−63−64.3%Reduced
Carolina Wealth Advisors, LLC42$22.0K0.01%00.0%Unchanged
Goodman Advisory Group, LLC44$23.0K0.01%00.0%Unchanged
DB Wealth Management Group, LLC44$23.1K0.01%+1+2.3%Added
Kelly Financial Services LLC44$23.2K0.01%00.0%Unchanged
Coastal Capital Group, Inc.49$24.7K0.01%00.0%Unchanged
Quarry LP49$26.0K0.03%+49New
Pacifica Partners Inc.49$26.1K0.02%00.0%Unchanged
Chelsea Counsel Co50$26.5K0.01%+50New
Pflug Koory, LLC52$28.0K0.02%00.0%Unchanged
Annapolis Financial Services, LLC55$29.2K0.01%−44−44.4%Reduced
Knott David M Jr57$30.0K0.01%00.0%Unchanged
Freedom Wealth Alliance, LLC59$31.3K0.04%+59New
Blue Bell Private Wealth Management, LLC60$31.8K0.01%00.0%Unchanged
Cranbrook Wealth Management, LLC60$31.8K0.01%00.0%Unchanged
Stuart Chaussee & Associates, Inc.61$32.3K0.01%00.0%Unchanged
Tucker Asset Management LLC64$33.9K0.01%00.0%Unchanged
Bellwether Advisors, LLC65$34.5K0.01%−53−44.9%Reduced
DecisionPoint Financial, LLC66$35.0K0.02%+66New
Baillie Gifford & Co67$35.5K0.00%00.0%Unchanged
Belmont Capital, LLC67$36.0K0.04%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.70$37.1K0.03%+70New
Investors Research Corp71$37.6K0.01%+24+51.1%Added
Rise Advisors, LLC72$38.1K0.03%00.0%Unchanged
Evolution Advisers, Inc.75$39.0K0.03%00.0%Unchanged
Bourgeon Capital Management LLC76$40.3K0.01%+50+192.3%Added
WFA of San Diego, LLC79$41.9K0.03%+79New
CarsonAllaria Wealth Management, Ltd.79$42.0K0.04%+79New
Align Wealth Management, LLC85$42.9K0.04%+85New
Cedar Mountain Advisors, LLC81$42.9K0.01%00.0%Unchanged
Dark Forest Capital Management LP83$44.0K0.01%+83New
EWG Elevate Inc.84$44.5K0.02%+84New
IAG Wealth Partners, LLC86$45.6K0.01%+42+95.5%Added
Sageworth Trust Co92$49.0K0.00%+10+12.2%Added
Grayhawk Investment Strategies Inc.35$49.8K0.04%−59−62.8%Reduced
PFG Private Wealth Management, LLC94$50.0K0.03%−4−4.1%Reduced
Level Financial Advisors, Inc.94$50.0K0.03%+4+4.4%Added
Point72 Asset Management, L.P.96$50.9K0.00%−174,440−99.9%Reduced
Red Tortoise LLC97$51.4K0.04%+97New
Solstein Capital, LLC98$52.0K0.04%−222−69.4%Reduced
Glass Jacobson Investment Advisors llc98$52.0K0.03%+98New
Halpern Financial, Inc.100$53.0K0.02%00.0%Unchanged
O'Brien Wealth Partners LLC105$55.7K0.02%−138−56.8%Reduced
Bromfield Sneider Wealth Advisors105$55.7K0.05%00.0%Unchanged
Grey Fox Wealth Advisors, LLC112$59.4K0.04%+112New
PSI Advisors, LLC116$61.3K0.03%+1+0.9%Added
Financial Synergies Wealth Advisors, Inc.117$62.0K0.01%+41+53.9%Added
Ogorek Anthony Joseph121$64.0K0.03%00.0%Unchanged
Delos Wealth Advisors, LLC121$64.2K0.10%00.0%Unchanged
Ruedi Wealth Management, Inc.121$64.2K0.05%+121New
Bellevue Asset Management, LLC122$64.2K0.05%00.0%Unchanged
Country Trust Bank122$64.7K0.00%−1,037−89.5%Reduced
Tanglewood Legacy Advisors, LLC122$64.7K0.05%+122New
Operose Advisors LLC124$65.7K0.04%00.0%Unchanged
West Oak Capital, LLC125$66.0K0.03%00.0%Unchanged
Baldrige Asset Management LLC125$66.0K0.03%00.0%Unchanged
Riverpoint Wealth Management Holdings, LLC126$66.8K0.02%+126New
Guardian Wealth Management, Inc.127$67.5K0.07%00.0%Unchanged
Cassady Schiller Wealth Management, LLC133$70.5K0.04%+133New
Pin Oak Investment Advisors Inc134$71.0K0.09%00.0%Unchanged
Johnson Midwest Financial, LLC133$71.0K0.26%+72+118.0%Added
Centiva Capital, LP134$71.0K0.01%−2,289−94.5%Reduced
Dudley Capital Management, LLC137$72.6K0.05%+137New
Mendota Financial Group, LLC142$75.3K0.10%+142New
Roble, Belko & Company, Inc146$77.0K0.02%00.0%Unchanged
Retirement Group, LLC146$77.0K0.04%00.0%Unchanged
St. James Investment Advisors, LLC146$77.4K0.14%+58+65.9%Added
Accel Wealth Management146$77.6K0.04%00.0%Unchanged
Avion Wealth159$80.0K0.02%00.0%Unchanged