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 |
|---|---|---|---|---|---|
| Trust Co of Toledo NA | 3,101 | $1.64M | 0.31% | +86+2.9% | Added |
| Investment Advisory Services Inc | 3,107 | $1.65M | 0.85% | +221+7.7% | Added |
| Moss Adams Wealth Advisors LLC | 3,117 | $1.65M | 0.83% | +3,117 | New |
| Delta Financial Advisors LLC | 3,120 | $1.65M | 0.80% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 3,122 | $1.66M | 0.30% | +202+6.9% | Added |
| Cito Capital Group, LLC | 3,126 | $1.66M | 0.91% | +26+0.8% | Added |
| Cambridge Advisors Inc. | 3,130 | $1.66M | 0.45% | +7+0.2% | Added |
| Key Financial Inc | 3,296 | $1.66M | 0.79% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 3,141 | $1.67M | 0.55% | +90+2.9% | Added |
| PDS Planning, Inc | 3,142 | $1.67M | 0.27% | +62+2.0% | Added |
| Mechanics Financial Corp | 3,145 | $1.67M | 0.99% | +12+0.4% | Added |
| Lake Street Financial LLC | 3,154 | $1.67M | 0.35% | +191+6.4% | Added |
| BKD Wealth Advisors, LLC | 3,158 | $1.67M | 0.06% | −116−3.5% | Reduced |
| Trail Ridge Investment Advisors, LLC | 3,162 | $1.68M | 1.15% | +39+1.2% | Added |
| Millington Financial Advisors, LLC | 3,164 | $1.68M | 1.64% | +3,164 | New |
| JGP Global Gestao de Recursos Ltda. | 3,166 | $1.68M | 1.21% | −6−0.2% | Reduced |
| Whitener Capital Management, Inc. | 3,168 | $1.68M | 0.73% | +150+5.0% | Added |
| Brand Asset Management Group, Inc. | 3,187 | $1.69M | 0.85% | +10.0% | Added |
| BigSur Wealth Management LLC | 3,191 | $1.69M | 0.82% | +12+0.4% | Added |
| Cedar Brook Financial Partners, LLC | 3,198 | $1.70M | 0.48% | +148+4.9% | Added |
| BCGM Wealth Management, LLC | 3,199 | $1.70M | 0.82% | −16−0.5% | Reduced |
| Core Wealth Advisors, Inc. | 3,201 | $1.70M | 0.74% | +194+6.5% | Added |
| Prossimo Advisors, LLC | 3,203 | $1.70M | 3.93% | +3,203 | New |
| Mach-1 Financial Group, Inc. | 3,204 | $1.70M | 0.79% | +2,944+1,132.3% | Added |
| Wolf Group Capital Advisors | 3,211 | $1.70M | 0.80% | −290−8.3% | Reduced |
| Virtue Capital Management, LLC | 3,225 | $1.71M | 0.26% | +1,842+133.2% | Added |
| Platform Technology Partners | 3,230 | $1.71M | 0.88% | +27+0.8% | Added |
| Stableford Capital II LLC | 3,498 | $1.71M | 0.93% | +16+0.5% | Added |
| BBR Partners, LLC | 3,243 | $1.72M | 0.19% | −22−0.7% | Reduced |
| EverSource Wealth Advisors, LLC | 3,244 | $1.72M | 0.26% | −342−9.5% | Reduced |
| SeaCrest Wealth Management, LLC | 3,252 | $1.72M | 0.25% | −38−1.2% | Reduced |
| WealthTrust Asset Management, LLC | 3,262 | $1.73M | 1.67% | −1,941−37.3% | Reduced |
| Boston Family Office LLC | 3,262 | $1.73M | 0.14% | −329−9.2% | Reduced |
| Roman Butler Fullerton & Co | 3,571 | $1.73M | 0.90% | +2,422+210.8% | Added |
| Herold Advisors, Inc. | 3,271 | $1.73M | 0.73% | +10.0% | Added |
| Thomas White International Ltd | 3,273 | $1.74M | 0.38% | 00.0% | Unchanged |
| Wealth Effects LLC | 3,283 | $1.74M | 0.99% | −300−8.4% | Reduced |
| Proficio Capital Partners LLC | 3,297 | $1.75M | 0.33% | +52+1.6% | Added |
| CSU Producer Resources, Inc. | 3,300 | $1.75M | 6.57% | 00.0% | Unchanged |
| IMS Capital Management | 3,307 | $1.75M | 1.12% | +387+13.3% | Added |
| Van Leeuwen & Company, LLC | 3,308 | $1.75M | 1.21% | −38−1.1% | Reduced |
| Legacy Bridge, LLC | 3,310 | $1.75M | 1.25% | +224+7.3% | Added |
| Mountain Capital Investment Advisors, Inc | 3,619 | $1.76M | 0.80% | +363+11.1% | Added |
| Institute for Wealth Management, LLC. | 3,319 | $1.76M | 0.38% | −25−0.7% | Reduced |
| Financial Engines Advisors L.L.C. | 3,319 | $1.76M | 0.01% | −68−2.0% | Reduced |
| Beck Capital Management, LLC | 3,324 | $1.76M | 0.74% | +3,324 | New |
| Evermay Wealth Management LLC | 3,341 | $1.77M | 0.36% | −38−1.1% | Reduced |
| KLCM Advisors, Inc. | 3,355 | $1.78M | 0.36% | +100+3.1% | Added |
| Keel Point, LLC | 3,370 | $1.79M | 0.28% | +285+9.2% | Added |
| Domani Wealth, LLC | 3,371 | $1.79M | 0.45% | +29+0.9% | Added |
| Defined Wealth Management, LLC | 3,374 | $1.79M | 1.68% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 3,374 | $1.79M | 0.09% | +78+2.4% | Added |
| Hodges Capital Management Inc. | 3,375 | $1.79M | 0.16% | +258+8.3% | Added |
| Vista Investment Management | 3,383 | $1.79M | 1.02% | −49−1.4% | Reduced |
| Hall Capital Management Co Inc | 3,388 | $1.80M | 1.08% | +1,124+49.6% | Added |
| Journey Strategic Wealth LLC | 3,390 | $1.80M | 0.21% | +902+36.3% | Added |
| VitalStone Financial, LLC | 3,340 | $1.80M | 1.23% | +3,340 | New |
| Alta Wealth Advisors LLC | 3,392 | $1.80M | 1.21% | −160−4.5% | Reduced |
| Nwam LLC | 3,396 | $1.80M | 0.16% | −81−2.3% | Reduced |
| Ellevest, Inc. | 3,404 | $1.80M | 0.15% | +98+3.0% | Added |
| Baldwin Brothers Inc | 3,406 | $1.81M | 0.16% | +109+3.3% | Added |
| Northern Financial Advisors Inc | 3,410 | $1.81M | 2.05% | +3,410 | New |
| Amica Retiree Medical Trust | 3,417 | $1.81M | 2.33% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,423 | $1.81M | 0.02% | −505−12.9% | Reduced |
| Prestige Wealth Management Group LLC | 3,428 | $1.82M | 0.47% | −2,203−39.1% | Reduced |
| Kistler-Tiffany Companies, LLC | 3,429 | $1.82M | 0.37% | −150−4.2% | Reduced |
| Alera Investment Advisors, LLC | 3,434 | $1.82M | 0.43% | +22+0.6% | Added |
| Oakworth Capital, Inc. | 3,446 | $1.83M | 0.18% | −12−0.3% | Reduced |
| Perpetual Investment Management Ltd | 3,450 | $1.83M | 0.22% | −200−5.5% | Reduced |
| Pettee Investors, Inc. | 3,456 | $1.83M | 0.90% | −55−1.6% | Reduced |
| Paralel Advisors LLC | 3,464 | $1.84M | 0.11% | +3,464 | New |
| Daymark Wealth Partners, LLC | 3,466 | $1.84M | 0.33% | +3,466 | New |
| FinTrust Capital Advisors, LLC | 3,471 | $1.84M | 0.44% | −651−15.8% | Reduced |
| Aries Wealth Management | 3,486 | $1.85M | 0.80% | +9+0.3% | Added |
| Morgens Waterfall Vintiadis & Co Inc | 3,500 | $1.86M | 1.61% | 00.0% | Unchanged |
| Scott Investment Partners LLP | 3,500 | $1.86M | 4.48% | 00.0% | Unchanged |
| Leisure Capital Management | 3,510 | $1.86M | 0.96% | −76−2.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,511 | $1.86M | 0.49% | +104+3.1% | Added |
| RSM US Wealth Management LLC | 3,522 | $1.87M | 0.09% | +715+25.5% | Added |
| Strategic Investment Advisors | 3,536 | $1.87M | 0.39% | +175+5.2% | Added |
| Keudell/Morrison Wealth Management | 3,537 | $1.88M | 0.60% | −188−5.0% | Reduced |
| Quent Capital, LLC | 3,543 | $1.88M | 0.34% | +171+5.1% | Added |
| LeJeune Puetz Investment Counsel LLC | 3,547 | $1.88M | 0.70% | −74−2.0% | Reduced |
| Willner & Heller, LLC | 3,556 | $1.89M | 2.68% | −24−0.7% | Reduced |
| Horan Securities, Inc. | 3,558 | $1.89M | 1.06% | +65+1.9% | Added |
| Independent Investors Inc | 3,560 | $1.89M | 0.53% | +117+3.4% | Added |
| Northcape Wealth Management, LLC | 3,563 | $1.89M | 1.05% | −1,753−33.0% | Reduced |
| S. R. Schill & Associates | 3,568 | $1.89M | 0.94% | −140−3.8% | Reduced |
| Goepper Burkhardt LLC | 3,579 | $1.90M | 1.33% | +27+0.8% | Added |
| Fiduciary Group LLC | 3,594 | $1.91M | 0.25% | −2−0.1% | Reduced |
| Cribstone Capital Management, LLC | 3,601 | $1.91M | 1.11% | +53+1.5% | Added |
| Mayflower Financial Advisors, LLC | 3,606 | $1.91M | 0.27% | +124+3.6% | Added |
| Paragon Advisors, LLC | 3,610 | $1.91M | 0.85% | −1,260−25.9% | Reduced |
| Hunter Associates Investment Management LLC | 3,606 | $1.91M | 0.46% | −25−0.7% | Reduced |
| QP Wealth Management, LLC | 3,616 | $1.92M | 2.99% | −418−10.4% | Reduced |
| Westbourne Investment Advisors, Inc. | 3,631 | $1.93M | 0.97% | −277−7.1% | Reduced |
| Beacon Financial Group | 3,639 | $1.93M | 0.26% | −231−6.0% | Reduced |
| Laraway Financial Inc | 3,643 | $1.93M | 2.02% | −167−4.4% | Reduced |
| First Financial Bank - Trust Division | 3,659 | $1.94M | 0.21% | +181+5.2% | Added |
| Alpine Woods Capital Investors, LLC | 3,666 | $1.94M | 0.28% | +817+28.7% | Added |