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 |
|---|---|---|---|---|---|
| Five Oceans Advisors | 2,652 | $1.41M | 0.97% | +17+0.6% | Added |
| Independent Solutions Wealth Management, LLC | 2,652 | $1.41M | 0.43% | +1,212+84.2% | Added |
| Drive Wealth Management, LLC | 2,656 | $1.41M | 0.70% | +343+14.8% | Added |
| Andesa Financial Management Inc. | 2,657 | $1.41M | 0.77% | −502−15.9% | Reduced |
| KC Investment Advisors, LLC | 2,662 | $1.41M | 1.33% | −492−15.6% | Reduced |
| Headlands Technologies LLC | 2,662 | $1.41M | 1.12% | +2,662 | New |
| Atlas Capital Advisors LLC | 2,665 | $1.41M | 0.24% | 00.0% | Unchanged |
| XML Financial, LLC | 2,667 | $1.41M | 0.18% | −49−1.8% | Reduced |
| Kensington Investment Counsel, LLC | 2,677 | $1.42M | 1.12% | −112−4.0% | Reduced |
| Washington Capital Management Inc | 2,678 | $1.42M | 1.31% | −185−6.5% | Reduced |
| Live Oak Investment Partners | – | $1.42M | 1.31% | – | New |
| Diversified, LLC | 2,685 | $1.42M | 0.56% | +917+51.9% | Added |
| Endurance Wealth Management, Inc. | 2,685 | $1.42M | 0.21% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 2,692 | $1.43M | 0.73% | +2,692 | New |
| Codex Capital, L.L.C. | 2,700 | $1.43M | 1.20% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 2,705 | $1.43M | 0.14% | +36+1.3% | Added |
| Reuter James Wealth Management, LLC | 2,705 | $1.43M | 1.04% | −127−4.5% | Reduced |
| Droms Strauss Advisors Inc | 2,709 | $1.44M | 0.66% | 00.0% | Unchanged |
| Bank of Stockton | 2,715 | $1.44M | 0.50% | −244−8.2% | Reduced |
| Tilia Fiduciary Partners, Inc. | 2,717 | $1.44M | 1.38% | +38+1.4% | Added |
| Fidelis Capital Partners, LLC | 2,944 | $1.44M | 1.70% | +2,944 | New |
| L.M. Kohn & Company | 2,729 | $1.45M | 0.68% | +39+1.4% | Added |
| MinichMacGregor Wealth Management, LLC | 2,732 | $1.45M | 0.52% | −52−1.9% | Reduced |
| Riverview Trust Co | 2,734 | $1.45M | 1.37% | −8−0.3% | Reduced |
| FirstPurpose Wealth LLC | 2,735 | $1.45M | 0.81% | +103+3.9% | Added |
| Total Clarity Wealth Management, Inc. | 2,736 | $1.45M | 0.74% | +169+6.6% | Added |
| Hartford Funds Management Co LLC | 2,740 | $1.45M | 0.15% | +1,587+137.6% | Added |
| Pure Financial Advisors, Inc. | 2,745 | $1.46M | 0.08% | +345+14.4% | Added |
| Davidson Capital Management Inc. | 2,748 | $1.46M | 1.00% | −10.0% | Reduced |
| Everhart Financial Group, Inc. | 2,768 | $1.47M | 0.74% | +236+9.3% | Added |
| Oak Hill Wealth Advisors, LLC | 2,769 | $1.47M | 0.61% | +2,769 | New |
| Insigneo Advisory Services, LLC | 2,774 | $1.47M | 0.56% | +2,774 | New |
| Cornercap Investment Counsel Inc | 2,778 | $1.47M | 0.25% | +178+6.8% | Added |
| Kingfisher Capital LLC | 2,781 | $1.47M | 0.39% | −62−2.2% | Reduced |
| Summit Financial Wealth Advisors, LLC | 2,790 | $1.48M | 0.36% | 00.0% | Unchanged |
| BancorpSouth Bank | 2,791 | $1.48M | 0.14% | −4−0.1% | Reduced |
| Edge Capital Group, LLC | 2,795 | $1.48M | 0.10% | +140+5.3% | Added |
| First County Bank | 2,804 | $1.49M | 0.71% | +2,804 | New |
| One River Asset Management, LLC | 2,808 | $1.49M | 1.02% | +2,808 | New |
| Garrison Point Advisors, LLC | 2,812 | $1.49M | 1.22% | −94−3.2% | Reduced |
| Tandem Capital Management Corp | 2,816 | $1.49M | 1.18% | +9+0.3% | Added |
| Main Street Financial Solutions, LLC | 2,814 | $1.49M | 0.24% | −144−4.9% | Reduced |
| Parsons Capital Management Inc | 2,827 | $1.50M | 0.13% | +261+10.2% | Added |
| Naviter Wealth, LLC | 3,069 | $1.51M | 0.41% | +449+17.1% | Added |
| Covenant Partners, LLC | 2,859 | $1.52M | 0.61% | −30−1.0% | Reduced |
| Laffer Tengler Investments | 2,861 | $1.52M | 0.44% | −977−25.5% | Reduced |
| Cahaba Wealth Management, Inc. | 2,864 | $1.52M | 0.19% | +79+2.8% | Added |
| Measured Wealth Private Client Group, LLC | 2,878 | $1.53M | 0.63% | −290−9.2% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 2,880 | $1.53M | 1.11% | −113−3.8% | Reduced |
| Intrua Financial, LLC | 3,153 | $1.53M | 0.35% | +680+27.5% | Added |
| Altrafin AG | 2,885 | $1.53M | 0.90% | +60+2.1% | Added |
| Signature Wealth Management Group | 2,908 | $1.54M | 0.75% | −1,366−32.0% | Reduced |
| Sterling Investment Counsel, LLC | 2,912 | $1.54M | 0.95% | +519+21.7% | Added |
| Samalin Investment Counsel, LLC | 2,919 | $1.55M | 0.98% | +52+1.8% | Added |
| Texas Yale Capital Corp. | 2,920 | $1.55M | 0.09% | +1,043+55.6% | Added |
| Patton Albertson Miller Group, LLC | 2,924 | $1.55M | 0.28% | −17−0.6% | Reduced |
| Buckingham Strategic Partners | 2,926 | $1.55M | 0.12% | −1,415−32.6% | Reduced |
| Parkside Financial Bank & Trust | 2,934 | $1.56M | 0.45% | +192+7.0% | Added |
| Tiemann Investment Advisors, LLC | 2,936 | $1.56M | 0.91% | −15−0.5% | Reduced |
| Carolinas Wealth Consulting LLC | 2,937 | $1.56M | 0.35% | −79−2.6% | Reduced |
| Planning Center, Inc. | 2,943 | $1.56M | 0.47% | +723+32.6% | Added |
| GraniteShares Advisors LLC | 2,944 | $1.56M | 1.29% | −425−12.6% | Reduced |
| Sweet Financial Partners, LLC | 2,953 | $1.57M | 0.46% | +4+0.1% | Added |
| Adirondack Trust Co | 2,954 | $1.57M | 0.81% | +6+0.2% | Added |
| KB Financial Partners, LLC | 2,958 | $1.57M | 0.54% | −74−2.4% | Reduced |
| Seven Eight Capital, LP | 2,959 | $1.57M | 0.41% | +2,959 | New |
| Tolleson Wealth Management, Inc. | 2,962 | $1.57M | 0.43% | +20+0.7% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 2,967 | $1.57M | 0.03% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 2,969 | $1.57M | 1.17% | +80+2.8% | Added |
| W.H. Cornerstone Investments Inc. | 3,216 | $1.57M | 1.50% | +99+3.2% | Added |
| Zullo Investment Group, Inc. | 2,971 | $1.58M | 0.96% | +7+0.2% | Added |
| Krilogy Financial LLC | 2,972 | $1.58M | 0.15% | +1,274+75.0% | Added |
| Smith, Salley & Associates | 2,977 | $1.58M | 0.14% | +104+3.6% | Added |
| LVM Capital Management Ltd | 2,986 | $1.58M | 0.23% | 00.0% | Unchanged |
| River & Mercantile Asset Management LLP | 2,990 | $1.59M | 0.34% | −4,090−57.8% | Reduced |
| Tiedemann Advisors, LLC | 2,994 | $1.59M | 0.08% | +66+2.3% | Added |
| Commons Capital, LLC | 2,996 | $1.59M | 2.61% | −5−0.2% | Reduced |
| Investment Management of Virginia LLC | 2,998 | $1.59M | 0.31% | −123−3.9% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $1.59M | 0.66% | 00.0% | Unchanged |
| Garda Capital Partners LP | 3,005 | $1.59M | 1.48% | +3,005 | New |
| RiverPark Advisors, LLC | 3,007 | $1.59M | 0.76% | −225−7.0% | Reduced |
| Alpha DNA Investment Management LLC | 3,013 | $1.60M | 0.85% | +682+29.3% | Added |
| Rothschild Investment Corp | 3,018 | $1.60M | 0.15% | −21−0.7% | Reduced |
| Vectors Research Management, LLC | 3,024 | $1.60M | 0.42% | 00.0% | Unchanged |
| HNP Capital LLC | 3,024 | $1.60M | 0.45% | 00.0% | Unchanged |
| Bremer Bank National Association | 3,026 | $1.60M | 0.31% | −96−3.1% | Reduced |
| ICA Group Wealth Management, LLC | 3,034 | $1.61M | 0.38% | −1,328−30.4% | Reduced |
| Sand Hill Global Advisors, LLC | 3,031 | $1.61M | 0.09% | −154−4.8% | Reduced |
| Foster Group, Inc. | 3,036 | $1.61M | 0.12% | −15−0.5% | Reduced |
| Symphony Financial, Ltd. Co. | 3,197 | $1.61M | 0.43% | +1,938+153.9% | Added |
| Yarbrough Capital, LLC | 3,043 | $1.61M | 0.13% | +3,043 | New |
| Financial Network Wealth Management LLC | 3,046 | $1.61M | 0.87% | −50−1.6% | Reduced |
| Pinnacle Wealth Management, LLC | 3,052 | $1.62M | 1.95% | +3,052 | New |
| Benjamin Edwards Inc | 3,054 | $1.62M | 0.43% | +440+16.8% | Added |
| Wellington Shields Capital Management, LLC | 3,072 | $1.63M | 0.20% | +50+1.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 3,074 | $1.63M | 2.43% | −95−3.0% | Reduced |
| SageView Advisory Group, LLC | 3,080 | $1.63M | 0.13% | +3,080 | New |
| NEIRG Wealth Management, LLC | 3,080 | $1.63M | 0.31% | −4−0.1% | Reduced |
| Enterprise Financial Services Corp | 3,081 | $1.63M | 1.13% | −12−0.4% | Reduced |
| Eqis Capital Management, Inc. | 3,085 | $1.64M | 0.18% | −417−11.9% | Reduced |