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 |
|---|---|---|---|---|---|
| Ashburton (Jersey) Ltd | 2,294 | $1.22M | 0.68% | −680−22.9% | Reduced |
| Wealth Management Partners, LLC | 2,000 | $1.22M | 1.02% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 2,300 | $1.22M | 0.05% | −500−17.9% | Reduced |
| Perennial Investment Advisors, LLC | 2,305 | $1.22M | 0.50% | −89−3.7% | Reduced |
| Peak Asset Management, LLC | 2,311 | $1.23M | 0.32% | −167−6.7% | Reduced |
| Aevitas Wealth Management, Inc. | 2,323 | $1.23M | 0.73% | +3+0.1% | Added |
| Asset Advisors Investment Management, LLC | 2,325 | $1.23M | 0.16% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 2,330 | $1.24M | 1.04% | −250−9.7% | Reduced |
| First Commonwealth Financial Corp | 2,331 | $1.24M | 0.46% | −49−2.1% | Reduced |
| Cladis Investment Advisory, LLC | 2,336 | $1.24M | 1.23% | +150+6.9% | Added |
| Paulson Wealth Management Inc. | 2,337 | $1.24M | 0.60% | +82+3.6% | Added |
| Uncommon Cents Investing LLC | 2,340 | $1.24M | 0.46% | −15−0.6% | Reduced |
| Scissortail Wealth Management, LLC | 2,513 | $1.24M | 0.72% | +2,513 | New |
| FLC Capital Advisors | 2,349 | $1.25M | 0.39% | −84−3.5% | Reduced |
| Nicolet Bankshares Inc | 2,349 | $1.25M | 0.43% | +111+5.0% | Added |
| Investment Partners, Ltd. | 2,350 | $1.25M | 0.66% | −1,248−34.7% | Reduced |
| Vigilare Wealth Management | 2,352 | $1.25M | 0.73% | −29−1.2% | Reduced |
| Transatlantique Private Wealth LLC | 2,354 | $1.25M | 0.75% | +30+1.3% | Added |
| Cornerstone Wealth Advisors, Inc. | 2,354 | $1.25M | 0.48% | +2,354 | New |
| SC&H Financial Advisors, Inc. | 2,357 | $1.25M | 0.52% | −37−1.5% | Reduced |
| ERn Financial, LLC | 2,362 | $1.25M | 0.29% | +132+5.9% | Added |
| Silver Oak Securities, Inc | 2,365 | $1.25M | 0.24% | +1,275+117.0% | Added |
| Convergence Investment Partners, LLC | 2,367 | $1.25M | 0.74% | +273+13.0% | Added |
| Western Financial Corp | 2,373 | $1.26M | 0.82% | +2,373 | New |
| Essex Savings Bank | 2,374 | $1.26M | 0.44% | −29−1.2% | Reduced |
| North Star Asset Management Inc | 2,378 | $1.26M | 0.08% | −9−0.4% | Reduced |
| Wealth Alliance Advisory Group, LLC | 2,393 | $1.27M | 0.49% | +172+7.7% | Added |
| GoalVest Advisory LLC | 2,395 | $1.27M | 0.82% | +314+15.1% | Added |
| Vivaldi Capital Management, LLC | 2,592 | $1.27M | 0.32% | +170+7.0% | Added |
| Hollencrest Capital Management | 2,398 | $1.27M | 0.16% | +61+2.6% | Added |
| Alta Advisers Ltd | 2,400 | $1.27M | 0.76% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 2,400 | $1.27M | 1.37% | +241+11.2% | Added |
| GYL Financial Synergies, LLC | 2,409 | $1.28M | 0.28% | −44−1.8% | Reduced |
| CFM Wealth Partners LLC | 2,409 | $1.28M | 0.38% | +199+9.0% | Added |
| Weinberger Asset Management, Inc | 2,413 | $1.28M | 0.79% | +10+0.4% | Added |
| Colonial River Wealth Management, LLC | 2,415 | $1.28M | 0.82% | +163+7.2% | Added |
| Camden Capital, LLC | 2,416 | $1.28M | 0.20% | −772−24.2% | Reduced |
| David Loasby | 2,602 | $1.28M | 0.17% | +2,040+363.0% | Added |
| Ellis Investment Partners, LLC | 2,426 | $1.29M | 0.35% | +5+0.2% | Added |
| LVW Advisors, LLC | 2,431 | $1.29M | 0.27% | +18+0.7% | Added |
| Ropes Wealth Advisors LLC | 2,432 | $1.29M | 0.23% | +469+23.9% | Added |
| RKL Wealth Management LLC | 2,436 | $1.29M | 0.17% | +10.0% | Added |
| LaFleur & Godfrey LLC | 2,439 | $1.29M | 0.22% | −141−5.5% | Reduced |
| Sutton Wealth Advisors Inc. | 2,439 | $1.29M | 0.49% | −21−0.9% | Reduced |
| Missouri Trust & Investment Co | 2,441 | $1.29M | 0.78% | +66+2.8% | Added |
| Clare Market Investments LLC | 2,449 | $1.30M | 0.61% | −42−1.7% | Reduced |
| Bassett Hargrove Investment Counsel, LLC | 2,456 | $1.30M | 2.44% | −20−0.8% | Reduced |
| WT Wealth Management | 2,456 | $1.30M | 0.63% | −41−1.6% | Reduced |
| Crawford Investment Counsel Inc | 2,457 | $1.30M | 0.03% | +122+5.2% | Added |
| Wilson & Boucher Capital Management, LLC | 2,457 | $1.30M | 1.34% | +55+2.3% | Added |
| Summit Wealth Partners, LLC | 2,459 | $1.30M | 0.35% | +6+0.2% | Added |
| Bard Financial Services, Inc. | 2,460 | $1.30M | 0.11% | −150−5.7% | Reduced |
| LS Investment Advisors, LLC | 2,461 | $1.30M | 0.25% | +956+63.5% | Added |
| Founders Financial Alliance, LLC | 2,467 | $1.31M | 0.60% | −58−2.3% | Reduced |
| Townsend Asset Management Corp | 2,467 | $1.31M | 0.66% | −104−4.0% | Reduced |
| California First Leasing Corp | 2,489 | $1.32M | 0.92% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 2,491 | $1.32M | 0.53% | +512+25.9% | Added |
| Court Place Advisors, LLC | 2,494 | $1.32M | 0.48% | +67+2.8% | Added |
| Opal Wealth Advisors, LLC | 2,497 | $1.32M | 0.73% | +75+3.1% | Added |
| Kolinsky Wealth Management, LLC | 2,500 | $1.32M | 1.51% | −62−2.4% | Reduced |
| Harbert Fund Advisors, Inc. | 2,500 | $1.33M | 1.14% | +2,500 | New |
| First Capital Advisors Group, LLC. | 2,507 | $1.33M | 0.90% | −185−6.9% | Reduced |
| Cornerstone Advisory, LLC | 2,507 | $1.33M | 0.26% | −8−0.3% | Reduced |
| Centerpoint Advisors, LLC | 2,512 | $1.33M | 0.62% | +662+35.8% | Added |
| Hoey Investments, Inc | 2,516 | $1.33M | 0.58% | −390−13.4% | Reduced |
| Ironwood Investment Counsel, LLC | 2,522 | $1.34M | 0.32% | −150−5.6% | Reduced |
| Spirit of America Management Corp | 2,525 | $1.34M | 0.30% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 2,527 | $1.34M | 0.24% | +105+4.3% | Added |
| Financial Advisors Network, Inc. | 2,528 | $1.34M | 0.35% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 2,529 | $1.34M | 0.80% | +11+0.4% | Added |
| ASB Consultores, LLC | 2,531 | $1.34M | 0.55% | −285−10.1% | Reduced |
| Cim Investment Mangement Inc | 2,532 | $1.34M | 0.53% | −68−2.6% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 2,711 | $1.34M | 0.82% | +66+2.5% | Added |
| Pennsylvania Capital Management Inc | 2,731 | $1.35M | 0.71% | −38−1.4% | Reduced |
| Westside Investment Management, Inc. | 2,544 | $1.35M | 0.02% | −134−5.0% | Reduced |
| Mason & Associates Inc | 2,547 | $1.35M | 0.43% | +5+0.2% | Added |
| Arthur M. Cohen & Associates, LLC | 2,552 | $1.35M | 0.37% | +62+2.5% | Added |
| KFA Private Wealth Group, LLC | 2,555 | $1.35M | 0.69% | +10.0% | Added |
| Westhampton Capital, LLC | 2,557 | $1.36M | 0.92% | +165+6.9% | Added |
| Apeiron RIA LLC | 2,561 | $1.36M | 0.52% | +22+0.9% | Added |
| Geller Advisors LLC | 2,563 | $1.36M | 0.23% | +212+9.0% | Added |
| Nicholas Hoffman & Company, LLC. | 2,564 | $1.36M | 0.15% | +10.0% | Added |
| ARS Wealth Advisors Group, LLC | 2,566 | $1.36M | 0.22% | −50−1.9% | Reduced |
| TLWM | 2,588 | $1.37M | 0.50% | −5,159−66.6% | Reduced |
| CoreFirst Bank & Trust | 2,588 | $1.37M | 1.04% | −29−1.1% | Reduced |
| 626 Financial, LLC | 2,589 | $1.37M | 0.95% | +201+8.4% | Added |
| Gitterman Wealth Management, LLC | 2,593 | $1.37M | 0.69% | −319−11.0% | Reduced |
| MBL Wealth, LLC | 2,600 | $1.38M | 0.26% | −2−0.1% | Reduced |
| Resurgent Financial Advisors LLC | 2,601 | $1.38M | 0.74% | +229+9.7% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 2,606 | $1.38M | 0.00% | −4,123−61.3% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 2,608 | $1.38M | 0.41% | −25−0.9% | Reduced |
| Monument Capital Management | 2,610 | $1.38M | 0.47% | +189+7.8% | Added |
| Brandywine Oak Private Wealth LLC | 2,627 | $1.39M | 0.17% | −341−11.5% | Reduced |
| Arbor Capital Management Inc | 2,700 | $1.39M | 1.24% | −148−5.2% | Reduced |
| CIC Wealth, LLC | 2,629 | $1.39M | 0.58% | +2,629 | New |
| Humankind Investments LLC | 2,642 | $1.40M | 0.61% | +106+4.2% | Added |
| Hanlon Investment Management, Inc. | 2,642 | $1.40M | 0.48% | +41+1.6% | Added |
| MJP Associates Inc | 2,643 | $1.40M | 0.41% | +17+0.6% | Added |
| Confluence Wealth Services, Inc. | 2,649 | $1.40M | 0.37% | +163+6.6% | Added |
| Phillips Wealth Planners LLC | 2,836 | $1.40M | 2.45% | +2,836 | New |