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 |
|---|---|---|---|---|---|
| Patron Partners Advisors, LLC | 1,867 | $989.8K | 0.74% | −2−0.1% | Reduced |
| CVA Family Office, LLC | 1,868 | $990.4K | 0.24% | −38−2.0% | Reduced |
| Everett Harris & Co | 1,869 | $991.0K | 0.02% | +56+3.1% | Added |
| Heritage Wealth Partners, LLC | 1,821 | $991.0K | 0.91% | +1,821 | New |
| Campion Asset Management LLC | 1,870 | $991.4K | 0.97% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 1,875 | $994.1K | 0.49% | −8−0.4% | Reduced |
| Courier Capital LLC | 1,875 | $994.1K | 0.11% | +451+31.7% | Added |
| Asset Allocation & Management Company, LLC | 1,881 | $997.0K | 0.39% | +980+108.8% | Added |
| Castle Rock Wealth Management, LLC | 2,025 | $997.1K | 0.45% | +129+6.8% | Added |
| 44 Wealth Management LLC | 1,885 | $999.4K | 0.35% | −157−7.7% | Reduced |
| Cardiff Park Advisors, LLC | 1,889 | $1.00M | 0.14% | −4−0.2% | Reduced |
| Richard W. Paul & Associates, LLC | 1,890 | $1.00M | 0.50% | +1,890 | New |
| Stamos Capital Partners, L.P. | 1,890 | $1.00M | 0.32% | −7,940−80.8% | Reduced |
| Gould Asset Management LLC | 1,893 | $1.00M | 0.30% | +250+15.2% | Added |
| Profit Investment Management, LLC | 1,896 | $1.01M | 0.71% | 00.0% | Unchanged |
| Blodgett Wealth Advisors, LLC | 1,902 | $1.01M | 1.23% | +1+0.1% | Added |
| Deuterium Capital Management, LLC | 1,905 | $1.01M | 3.01% | +1,028+117.2% | Added |
| Archer Investment Corp | 1,915 | $1.02M | 0.39% | −12−0.6% | Reduced |
| Virginia Wealth Management Group, Inc. | 1,917 | $1.02M | 0.70% | +16+0.8% | Added |
| Callan Family Office, LLC | 1,927 | $1.02M | 0.33% | +1,927 | New |
| Steel Peak Wealth Management LLC | 1,930 | $1.02M | 0.08% | +63+3.4% | Added |
| Berkeley Capital Partners, LLC | 1,934 | $1.03M | 0.40% | +15+0.8% | Added |
| Verity & Verity, LLC | 1,935 | $1.03M | 0.13% | +1,935 | New |
| Disciplined Equity Management, Inc. | 1,938 | $1.03M | 0.91% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 1,938 | $1.03M | 0.47% | +15+0.8% | Added |
| Professional Financial Advisors, LLC | 1,939 | $1.03M | 0.70% | +11+0.6% | Added |
| Sovereign Financial Group, Inc. | 1,943 | $1.03M | 0.41% | +335+20.8% | Added |
| My Personal CFO, LLC | 1 | $1.03M | 1.02% | +1 | New |
| Crestwood Advisors Group LLC | 1,946 | $1.03M | 0.04% | +692+55.2% | Added |
| SMART Wealth LLC | 1,948 | $1.03M | 0.78% | +1,948 | New |
| Copperwynd Financial, LLC | 1,954 | $1.04M | 0.58% | −171−8.0% | Reduced |
| 1776 Wealth LLC | 1,954 | $1.04M | 0.74% | +28+1.5% | Added |
| Seelaus Asset Management LLC | 1,956 | $1.04M | 0.78% | −30−1.5% | Reduced |
| FRG Family Wealth Advisors LLC | 1,960 | $1.04M | 0.25% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 4,774 | $1.04M | 0.77% | +2,800+141.8% | Added |
| Wall Street Access Asset Management, LLC | 1,974 | $1.05M | 0.79% | +6+0.3% | Added |
| Lokken Investment Group LLC | 1,974 | $1.05M | 0.83% | +50+2.6% | Added |
| DGS Capital Management, LLC | 1,975 | $1.05M | 0.68% | +12+0.6% | Added |
| STAR Financial Bank | 1,998 | $1.06M | 1.05% | +1,998 | New |
| Carmignac Gestion | 2,000 | $1.06M | 0.02% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 2,008 | $1.06M | 0.09% | −134−6.3% | Reduced |
| Arvest Trust Co N A | 2,014 | $1.07M | 0.07% | +24+1.2% | Added |
| Ignite Planners, LLC | 2,203 | $1.07M | 0.45% | +678+44.5% | Added |
| Montecito Bank & Trust | 2,023 | $1.07M | 0.26% | −15−0.7% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 2,028 | $1.08M | 0.57% | +348+20.7% | Added |
| StrongBox Wealth, LLC | 2,029 | $1.08M | 0.76% | +668+49.1% | Added |
| Atlas Brown,Inc. | 2,036 | $1.08M | 0.53% | 00.0% | Unchanged |
| American Money Management, LLC | 2,056 | $1.09M | 0.31% | +25+1.2% | Added |
| Ausdal Financial Partners, Inc. | 2,061 | $1.09M | 0.16% | −215−9.4% | Reduced |
| McDaniel Terry & Co | 2,061 | $1.09M | 0.13% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 2,063 | $1.09M | 0.89% | −184−8.2% | Reduced |
| OneAscent Financial Services LLC | 2,066 | $1.09M | 0.47% | +147+7.7% | Added |
| Valtinson Bruner Financial Planning LLC | 2,314 | $1.10M | 0.64% | −35−1.5% | Reduced |
| AlphaQ Advisors LLC | 2,091 | $1.11M | 0.96% | +2,091 | New |
| Taylor Hoffman Wealth Management | 2,100 | $1.11M | 0.68% | −1,000−32.3% | Reduced |
| Bluesphere Advisors, LLC | 2,101 | $1.11M | 0.99% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,104 | $1.12M | 0.11% | +38+1.8% | Added |
| Aaron Wealth Advisors | 2,107 | $1.12M | 0.17% | −49−2.3% | Reduced |
| Pinnacle Bancorp, Inc. | 2,113 | $1.12M | 0.43% | +26+1.2% | Added |
| Clean Yield Group | 2,113 | $1.12M | 0.48% | +907+75.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 2,117 | $1.12M | 0.54% | +3+0.1% | Added |
| Riverwater Partners LLC | 2,121 | $1.12M | 0.96% | +11+0.5% | Added |
| State of Wyoming | 2,125 | $1.13M | 0.37% | −752−26.1% | Reduced |
| Franklin Street Advisors Inc | 2,131 | $1.13M | 0.11% | −5−0.2% | Reduced |
| Presidio Capital Management, LLC | 2,137 | $1.13M | 1.03% | −297−12.2% | Reduced |
| One Capital Management, LLC | 2,140 | $1.13M | 0.06% | −427−16.6% | Reduced |
| Wealth Management Associates, Inc. | 2,142 | $1.14M | 0.76% | −394−15.5% | Reduced |
| McLean Asset Management Corp | 2,142 | $1.14M | 0.39% | +47+2.2% | Added |
| Syntegra Private Wealth Group, LLC | 2,144 | $1.14M | 0.23% | +2,144 | New |
| American State Bank (Iowa) | 2,153 | $1.14M | 0.88% | 00.0% | Unchanged |
| Briggs Advisory Group, Inc. | 2,160 | $1.15M | 0.73% | +88+4.2% | Added |
| Forte Capital LLC | 2,162 | $1.15M | 0.20% | +179+9.0% | Added |
| MTM Investment Management, LLC | 2,162 | $1.15M | 0.60% | +33+1.6% | Added |
| Halbert Hargrove Global Advisors, LLC | 2,166 | $1.15M | 0.08% | +76+3.6% | Added |
| PBMares Wealth Management LLC | 2,167 | $1.15M | 0.46% | −471−17.9% | Reduced |
| Fiduciary Planning LLC | 2,167 | $1.15M | 0.56% | −79−3.5% | Reduced |
| Secure Asset Management, LLC | 2,172 | $1.15M | 0.41% | +63+3.0% | Added |
| Epiq Partners, LLC | 2,178 | $1.15M | 0.77% | +30+1.4% | Added |
| Paloma Partners Management Co | 2,178 | $1.15M | 0.25% | +2,178 | New |
| KRS Capital Management, LLC | 2,180 | $1.16M | 1.58% | +77+3.7% | Added |
| Allred Capital Management, LLC | 2,181 | $1.16M | 0.63% | +6+0.3% | Added |
| Trustcore Financial Services, LLC | 2,186 | $1.16M | 0.10% | −208−8.7% | Reduced |
| Safeguard Investment Advisory Group, LLC | 2,193 | $1.16M | 0.72% | +17+0.8% | Added |
| Evergreen Wealth Solutions, LLC | 2,198 | $1.17M | 1.54% | +104+5.0% | Added |
| Armstrong Advisory Group, Inc | 2,202 | $1.17M | 0.15% | +2,202 | New |
| Copperleaf Capital, LLC | 2,203 | $1.17M | 1.34% | −1,001−31.2% | Reduced |
| Chicago Partners Investment Group LLC | 2,454 | $1.17M | 0.07% | −78−3.1% | Reduced |
| Redwood Investment Management, LLC | 2,208 | $1.17M | 0.16% | +401+22.2% | Added |
| Ssi Investment Management LLC | 2,213 | $1.17M | 0.07% | −2−0.1% | Reduced |
| Kathmere Capital Management, LLC | 2,220 | $1.18M | 0.21% | +1,180+113.5% | Added |
| Meridian Financial Partners LLC | 2,433 | $1.18M | 1.32% | +13+0.5% | Added |
| Prentice Wealth Management LLC | 2,230 | $1.18M | 0.60% | +68+3.1% | Added |
| Regent Peak Wealth Advisors LLC | 2,231 | $1.18M | 0.39% | −152−6.4% | Reduced |
| Sargent Investment Group, LLC | 2,243 | $1.19M | 0.37% | +16+0.7% | Added |
| Plante Moran Financial Advisors, LLC | 2,246 | $1.19M | 0.17% | −49−2.1% | Reduced |
| Quantum Private Wealth, LLC | 2,248 | $1.19M | 0.76% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 2,255 | $1.20M | 0.89% | +19+0.8% | Added |
| Scharf Investments, LLC | 2,269 | $1.20M | 0.04% | +75+3.4% | Added |
| Jacobi Capital Management LLC | 2,271 | $1.20M | 0.15% | +289+14.6% | Added |
| Park National Corp | 2,272 | $1.20M | 0.05% | +24+1.1% | Added |