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 |
|---|---|---|---|---|---|
| Traynor Capital Management, Inc. | 1,606 | $851.4K | 0.15% | +925+135.8% | Added |
| Collective Family Office LLC | 1,607 | $852.0K | 0.38% | +68+4.4% | Added |
| Waddell & Associates, LLC | 1,617 | $857.5K | 0.14% | +572+54.7% | Added |
| Quantum Financial Advisors, LLC | 1,622 | $860.2K | 0.39% | +10+0.6% | Added |
| First National Bank Sioux Falls | 1,625 | $861.5K | 0.62% | +500+44.4% | Added |
| Providence First Trust Co | 1,628 | $863.1K | 0.51% | +1,628 | New |
| Global Trust Asset Management, LLC | 1,632 | $865.1K | 0.44% | −150−8.4% | Reduced |
| Private Portfolio Partners LLC | 1,632 | $865.5K | 0.23% | −38−2.3% | Reduced |
| Marotta Asset Management | 1,634 | $866.3K | 0.21% | −16−1.0% | Reduced |
| Cooper Financial Group | 1,637 | $868.0K | 0.27% | +125+8.3% | Added |
| WMS Partners, LLC | 1,639 | $869.0K | 0.09% | +24+1.5% | Added |
| Renaissance Investment Group LLC | 1,641 | $870.0K | 0.26% | −18−1.1% | Reduced |
| Absolute Capital Management, LLC | 1,641 | $870.0K | 0.95% | +603+58.1% | Added |
| City State Bank | 1,645 | $872.0K | 0.54% | +190+13.1% | Added |
| Source Financial Advisors LLC | 1,648 | $874.0K | 0.33% | −43−2.5% | Reduced |
| First National Bank of Hutchinson | 1,649 | $874.3K | 0.74% | −1−0.1% | Reduced |
| Resonant Capital Advisors, LLC | 1,651 | $875.3K | 0.11% | +508+44.4% | Added |
| Emerald Advisers, LLC | 1,655 | $877.4K | 0.04% | −39−2.3% | Reduced |
| Fortitude Advisory Group L.L.C. | 1,661 | $880.7K | 0.76% | +49+3.0% | Added |
| Eudaimonia Advisors LLC | 1,663 | $881.7K | 0.60% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 1,664 | $882.2K | 0.14% | −18−1.1% | Reduced |
| Biltmore Family Office, LLC | 1,665 | $882.8K | 0.18% | +1,665 | New |
| Camden National Bank | 1,669 | $885.0K | 0.18% | −218−11.6% | Reduced |
| Hallmark Capital Management Inc | 1,670 | $885.4K | 0.08% | −201−10.7% | Reduced |
| WealthTrust Axiom LLC | 1,675 | $888.1K | 0.31% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 1,717 | $891.0K | 0.42% | −27−1.5% | Reduced |
| FSB Premier Wealth Management, Inc. | 1,683 | $892.7K | 0.49% | −142−7.8% | Reduced |
| Okabena Investment Services Inc | 1,693 | $897.6K | 0.65% | −4,769−73.8% | Reduced |
| Titleist Asset Management, Ltd. | 1,695 | $898.6K | 0.21% | −410−19.5% | Reduced |
| Texas Capital Bancshares Inc | 1,695 | $898.7K | 0.63% | +19+1.1% | Added |
| Joseph Group Capital Management | 1,697 | $900.0K | 0.86% | +87+5.4% | Added |
| Sage Mountain Advisors LLC | 1,698 | $900.2K | 0.20% | +209+14.0% | Added |
| Saxon Interests, Inc. | 1,839 | $901.3K | 0.51% | +1+0.1% | Added |
| Argus Investors' Counsel, Inc. | 1,704 | $903.6K | 0.73% | −75−4.2% | Reduced |
| Vista Finance, LLC | 1,704 | $903.7K | 1.27% | +20+1.2% | Added |
| ProVise Management Group, LLC | 1,708 | $905.6K | 0.09% | −362−17.5% | Reduced |
| Triad Financial Advisors, Inc. | 1,713 | $908.3K | 0.41% | +1,075+168.5% | Added |
| Summit Wealth Group, LLC | 1,718 | $911.0K | 0.96% | +5+0.3% | Added |
| Global Assets Advisory, LLC | 1,722 | $913.2K | 0.96% | −467−21.3% | Reduced |
| Capital Advisors Wealth Management, LLC | 1,723 | $913.3K | 0.28% | +348+25.3% | Added |
| Amarillo National Bank | 1,723 | $913.5K | 0.21% | −2−0.1% | Reduced |
| Jeppson Wealth Management, LLC | 1,723 | $913.6K | 0.38% | −60−3.4% | Reduced |
| Asset Management Group, Inc. | 1,729 | $916.9K | 0.22% | +5+0.3% | Added |
| 1st Source Bank | 1,731 | $917.7K | 0.06% | −11−0.6% | Reduced |
| Founders Capital Management, LLC | 1,731 | $917.7K | 0.25% | +90+5.5% | Added |
| Oxinas Partners Wealth Management LLC | 1,731 | $918.0K | 0.78% | +9+0.5% | Added |
| Heron Bay Capital Management | 1,733 | $918.8K | 0.57% | 00.0% | Unchanged |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 1,733 | $918.8K | 0.06% | +1,733 | New |
| Alpha Family Trust | 1,735 | $919.9K | 0.83% | +515+42.2% | Added |
| Independence Bank of Kentucky | 1,736 | $920.0K | 0.41% | +273+18.7% | Added |
| Evergreen Wealth Management, LLC | 1,737 | $921.1K | 0.85% | +1,737 | New |
| Principal Street Partners, LLC | 1,741 | $923.2K | 0.23% | 00.0% | Unchanged |
| Financial Insights, Inc. | 1,744 | $924.6K | 0.44% | +771+79.2% | Added |
| First Western Trust Bank | 1,746 | $925.7K | 0.05% | +135+8.4% | Added |
| Engineers Gate Manager LP | 1,746 | $925.7K | 0.06% | +894+104.9% | Added |
| Intellectus Partners, LLC | 1,747 | $926.0K | 0.32% | +32+1.9% | Added |
| F3Logic, LLC | 1,746 | $926.4K | 0.19% | +36+2.1% | Added |
| Gallagher Benefit Services, Inc. | 1,746 | $926.4K | 0.19% | +1,746 | New |
| Linden Thomas Advisory Services, LLC | 1,748 | $926.8K | 0.26% | +1,748 | New |
| TCI Wealth Advisors, Inc. | 1,753 | $929.4K | 0.13% | +48+2.8% | Added |
| GW Henssler & Associates Ltd | 1,754 | $929.9K | 0.07% | 00.0% | Unchanged |
| Kellett Schaffner Wealth Advisors LLC | 1,760 | $933.1K | 0.91% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 1,778 | $942.7K | 0.49% | −1−0.1% | Reduced |
| Epic Trust Investment Advisors, LLC | 1,778 | $943.0K | 1.42% | +238+15.5% | Added |
| Cannell Peter B & Co Inc | 1,780 | $943.7K | 0.03% | +477+36.6% | Added |
| Mill Creek Capital Advisors, LLC | 1,780 | $943.7K | 0.04% | +1,780 | New |
| AdvisorShares Investments LLC | 1,785 | $946.4K | 0.27% | +1,785 | New |
| Saturna Capital CORP | 1,790 | $949.0K | 0.02% | −235−11.6% | Reduced |
| Bowman & Co S.C. | 1,791 | $949.4K | 0.74% | +112+6.7% | Added |
| Hirtle Callaghan & Co LLC | 1,792 | $950.1K | 0.06% | −397−18.1% | Reduced |
| Aspen Wealth Strategies, LLC | 1,793 | $950.4K | 0.76% | +1,793 | New |
| Prosperity Financial Group, Inc. | 1,793 | $950.6K | 1.03% | +1,793 | New |
| Cognios Beta Neutral Large Cap Fund, LP | 1,796 | $952.2K | 0.91% | +1,796 | New |
| Northwest Bancshares, Inc. | 1,798 | $953.3K | 0.19% | −24−1.3% | Reduced |
| Fort Point Capital Partners LLC | 1,798 | $953.3K | 0.17% | −209−10.4% | Reduced |
| Sonoma Private Wealth LLC | 1,801 | $954.9K | 2.11% | +1,801 | New |
| Relyea Zuckerberg Hanson LLC | 1,801 | $955.0K | 0.27% | +418+30.2% | Added |
| One Wealth Advisors, LLC | 1,803 | $956.0K | 0.22% | +68+3.9% | Added |
| BSW Wealth Partners | 1,806 | $958.0K | 0.21% | −31−1.7% | Reduced |
| Knights of Columbus Asset Advisors LLC | 1,808 | $958.6K | 0.10% | +4+0.2% | Added |
| Mosaic Family Wealth Partners, LLC | 1,808 | $958.8K | 0.27% | +1,808 | New |
| Sompo Asset Management Co., Ltd. | 1,810 | $959.6K | 0.22% | −270−13.0% | Reduced |
| West Paces Advisors Inc. | 1,812 | $960.7K | 0.31% | +15+0.8% | Added |
| Sustainable Insight Capital Management, LLC | 1,814 | $961.7K | 1.08% | +343+23.3% | Added |
| Buffington Mohr McNeal | 1,817 | $963.5K | 0.22% | −1,370−43.0% | Reduced |
| Washington Trust Advisors, Inc. | 1,818 | $963.9K | 0.11% | −955−34.4% | Reduced |
| First Pacific Financial | 1,818 | $963.9K | 0.48% | +61+3.5% | Added |
| Wallace Advisory Group, LLC | 1,832 | $971.3K | 0.77% | +1,832 | New |
| JSF Financial, LLC | 1,832 | $971.4K | 0.36% | +10+0.5% | Added |
| DAGCO, Inc. | 1,840 | $975.8K | 0.57% | 00.0% | Unchanged |
| Avory & Company, LLC | 1,841 | $976.1K | 0.78% | 00.0% | Unchanged |
| Keystone Financial Group | 1,844 | $977.7K | 0.19% | +352+23.6% | Added |
| Pointe Capital Management LLC | 1,847 | $979.0K | 0.76% | −48−2.5% | Reduced |
| Strategy Asset Managers LLC | 1,846 | $979.0K | 0.25% | −27−1.4% | Reduced |
| Capital Management Associates | 1,850 | $980.8K | 1.46% | −800−30.2% | Reduced |
| CNB Bank | 1,855 | $983.5K | 0.61% | +86+4.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,855 | $983.7K | 0.22% | −159−7.9% | Reduced |
| Altfest L J & Co Inc | 1,860 | $986.0K | 0.16% | −82−4.2% | Reduced |
| Abacus Planning Group, Inc. | 1,860 | $986.1K | 0.27% | −32−1.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 1,864 | $988.0K | 0.06% | +1,217+188.1% | Added |