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
- 3,159
- +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
- 1,217 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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Birinyi Associates Inc | 1,350 | $716.0K | 0.34% | 00.0% | Unchanged |
| White Pine Capital LLC | 1,353 | $717.3K | 0.28% | +41+3.1% | Added |
| Signature Estate & Investment Advisors LLC | 1,356 | $718.0K | 0.03% | −245−15.3% | Reduced |
| Brown Capital Management LLC | 1,356 | $718.9K | 0.01% | −33−2.4% | Reduced |
| Farmers National Bank | 1,360 | $721.0K | 0.26% | +12+0.9% | Added |
| Perritt Capital Management Inc | 1,362 | $721.8K | 0.41% | −25−1.8% | Reduced |
| Semmax Financial Advisors Inc. | 1,488 | $722.0K | 0.29% | −162−9.8% | Reduced |
| Autumn Glory Partners, LLC | 1,370 | $726.3K | 0.39% | +685+100.0% | Added |
| Sage Rhino Capital LLC | 1,372 | $727.4K | 0.23% | −1−0.1% | Reduced |
| Islay Capital Management, LLC | 1,373 | $728.1K | 0.84% | 00.0% | Unchanged |
| Zimmermann Investment Management & Planning LLC | 1,380 | $731.6K | 0.42% | +29+2.1% | Added |
| Semus Wealth Partners LLC | 1,382 | $732.8K | 0.89% | +1,382 | New |
| Navellier & Associates Inc | 1,384 | $733.9K | 0.15% | +3+0.2% | Added |
| Baron Wealth Management LLC | 1,385 | $734.3K | 0.56% | +1,385 | New |
| CFS Investment Advisory Services, LLC | 1,386 | $735.0K | 0.17% | −575,500−99.8% | Reduced |
| Visionary Wealth Advisors | 1,390 | $737.0K | 0.07% | +118+9.3% | Added |
| Waterfront Wealth Inc. | 1,529 | $740.4K | 0.25% | −30−1.9% | Reduced |
| Sanders Morris Harris LLC | 1,400 | $742.3K | 0.28% | 00.0% | Unchanged |
| RiverGlades Family Offices LLC | 1,400 | $742.3K | 0.68% | +1,400 | New |
| Balboa Wealth Partners | 1,404 | $744.4K | 0.34% | +401+40.0% | Added |
| Stony Point Wealth Management Inc. | 1,409 | $746.8K | 0.41% | −1,188−45.7% | Reduced |
| Stevens Capital Management LP | 1,409 | $747.0K | 0.47% | +1,409 | New |
| SRS Capital Advisors, Inc. | 1,410 | $747.6K | 0.10% | −167−10.6% | Reduced |
| ICW Investment Advisors LLC | 1,411 | $748.4K | 0.45% | +27+2.0% | Added |
| Investors Asset Management of Georgia Inc | 1,415 | $750.5K | 0.39% | 00.0% | Unchanged |
| Monte Financial Group, LLC | 1,430 | $758.0K | 0.39% | −8−0.6% | Reduced |
| TriaGen Wealth Management LLC | 1,433 | $759.7K | 0.42% | +47+3.4% | Added |
| Valley National Advisers Inc | 1,544 | $761.0K | 0.14% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,437 | $761.9K | 0.10% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,437 | $762.0K | 0.12% | −3−0.2% | Reduced |
| Capital Advisors, Ltd. LLC | 1,911 | $762.0K | 0.13% | +481+33.6% | Added |
| New Republic Capital, LLC | 1,438 | $762.6K | 0.60% | +1,438 | New |
| Ballast Advisors LLC | 1,445 | $766.1K | 0.34% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 1,445 | $766.1K | 0.40% | +145+11.2% | Added |
| Summit Place Financial Advisors, LLC | 1,445 | $766.1K | 0.63% | +185+14.7% | Added |
| Integrated Investment Consultants, LLC | 1,450 | $768.7K | 0.26% | +33+2.3% | Added |
| Magnolia Capital Advisors LLC | 1,453 | $770.0K | 0.51% | +11+0.8% | Added |
| First Heartland Consultants, Inc. | 1,453 | $770.7K | 0.12% | +1+0.1% | Added |
| First National Bank of South Miami | 1,454 | $771.0K | 0.58% | −34−2.3% | Reduced |
| Hoxton Planning & Management, LLC | 1,456 | $771.9K | 0.41% | +1,456 | New |
| Kenfarb & Co. | 1,457 | $772.4K | 0.69% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,459 | $774.0K | 0.08% | +143+10.9% | Added |
| Aspire Private Capital, LLC | 1,468 | $778.2K | 0.28% | +132+9.9% | Added |
| TRUE Private Wealth Advisors | 1,473 | $780.8K | 0.12% | +20+1.4% | Added |
| Successful Portfolios LLC | 1,476 | $783.0K | 0.51% | +40+2.8% | Added |
| Cavalier Investments, LLC | 1,479 | $784.1K | 0.28% | −84−5.4% | Reduced |
| WealthPLAN Partners, LLC | 1,593 | $785.3K | 0.05% | +1,593 | New |
| First Affirmative Financial Network | 1,484 | $787.0K | 0.95% | −222−13.0% | Reduced |
| Arcus Capital Partners, LLC | 1,486 | $787.7K | 0.31% | −970−39.5% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 1,488 | $788.9K | 0.54% | −592−28.5% | Reduced |
| World Equity Group, Inc. | 1,488 | $788.9K | 0.19% | +1+0.1% | Added |
| WealthPlan Investment Management, LLC | 1,593 | $789.3K | 0.06% | +60+3.9% | Added |
| Walker Asset Management, LLC | 1,490 | $790.1K | 0.69% | +36+2.5% | Added |
| Cedrus LLC | 1,492 | $791.0K | 0.64% | −63−4.1% | Reduced |
| Hillsdale Investment Management Inc. | 1,497 | $793.7K | 0.07% | +860+135.0% | Added |
| Prosperity Consulting Group, LLC | 1,498 | $794.3K | 0.53% | +9+0.6% | Added |
| Ascendant Capital Management, LLC | 1,500 | $795.3K | 2.43% | −1,000−40.0% | Reduced |
| Toews Corp | 1,500 | $795.3K | 0.39% | −800−34.8% | Reduced |
| Stephenson National Bank & Trust | 1,502 | $796.0K | 0.50% | +115+8.3% | Added |
| Insight Advisors, LLC | 1,538 | $797.5K | 0.28% | −8−0.5% | Reduced |
| Thrive Wealth Management, LLC | 1,510 | $800.3K | 0.23% | +311+25.9% | Added |
| First Pacific Advisors, LP | 1,510 | $800.6K | 0.01% | 00.0% | Unchanged |
| Ayalon Holdings Ltd. | 1,510 | $801.0K | 0.38% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 1,516 | $803.8K | 0.47% | +1,516 | New |
| GeoWealth Management, LLC | 1,518 | $805.0K | 0.09% | +254+20.1% | Added |
| WealthBridge Capital Management, LLC | 1,519 | $805.4K | 0.34% | +72+5.0% | Added |
| TCM Advisors, LLC | – | $805.9K | 0.84% | – | – |
| SRN Advisors, LLC | 1,521 | $806.4K | 0.80% | +1,521 | New |
| Horizon Wealth Management, LLC | 1,523 | $807.4K | 0.66% | −88−5.5% | Reduced |
| Fosun International Ltd | 1,525 | $808.5K | 0.07% | 00.0% | Unchanged |
| Rock Creek Group, LP | 1,531 | $811.7K | 0.10% | +74+5.1% | Added |
| CCG Wealth Management, LLC | 1,532 | $812.4K | 0.45% | −32−2.0% | Reduced |
| Crewe Advisors LLC | 1,533 | $812.8K | 0.13% | +29+1.9% | Added |
| Asset Management Corp | 1,534 | $813.5K | 0.68% | +51+3.4% | Added |
| Tandem Investment Advisors, Inc. | 1,535 | $814.0K | 0.04% | +279+22.2% | Added |
| Sunflower Bank, N.A. | 1,537 | $815.0K | 0.18% | −273−15.1% | Reduced |
| Steward Financial Group LLC | 1,538 | $815.0K | 0.41% | +193+14.3% | Added |
| Lewis Capital Management, LLC | 1,540 | $816.5K | 1.25% | 00.0% | Unchanged |
| Miramar Capital, LLC | 1,540 | $816.6K | 0.21% | −86−5.3% | Reduced |
| Advisory Alpha, LLC | 1,540 | $817.0K | 0.06% | −196−11.3% | Reduced |
| BMS Financial Advisors, LLC | 1,542 | $817.5K | 0.54% | −8−0.5% | Reduced |
| Prelude Capital Management, LLC | 1,544 | $818.6K | 0.05% | −2,145−58.1% | Reduced |
| VeraBank, N.A. | 1,548 | $820.7K | 0.41% | +6+0.4% | Added |
| Phocas Financial Corp. | 1,550 | $821.8K | 0.12% | +5+0.3% | Added |
| Oldfather Financial Services, LLC | 1,551 | $822.3K | 0.47% | −237−13.3% | Reduced |
| LWMG, LLC | 1,558 | $826.0K | 0.30% | +1,558 | New |
| WC Walker & Associates, Inc. | 1,696 | $828.9K | 0.44% | +179+11.8% | Added |
| Twin Focus Capital Partners, LLC | 1,566 | $830.3K | 0.17% | −8−0.5% | Reduced |
| SFMG, LLC | 1,571 | $832.9K | 0.09% | −30−1.9% | Reduced |
| Sather Financial Group Inc | 1,573 | $834.0K | 0.07% | −28−1.7% | Reduced |
| Aveo Capital Partners, LLC | 1,582 | $838.9K | 0.13% | +260+19.7% | Added |
| Crumly & Associates Inc. | 1,584 | $839.6K | 0.32% | −11−0.7% | Reduced |
| ODonnell Financial Services, LLC | 1,586 | $840.9K | 7.72% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 1,586 | $840.9K | 0.33% | +2+0.1% | Added |
| Oak Harbor Wealth Partners, LLC | 1,586 | $840.9K | 0.32% | +31+2.0% | Added |
| United Community Bank | 1,588 | $841.9K | 0.81% | +25+1.6% | Added |
| Mark Stevens | 1,593 | $844.0K | 0.11% | −29−1.8% | Reduced |
| MV Capital Management, Inc. | 1,595 | $845.6K | 0.13% | +10+0.6% | Added |
| IPG Investment Advisors LLC | 1,595 | $845.6K | 0.24% | +1,050+192.7% | Added |
| DCM Advisors, LLC | 1,603 | $849.9K | 0.41% | −2,696−62.7% | Reduced |