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 |
|---|---|---|---|---|---|
| CFO4Life Group, LLC | 3,673 | $1.95M | 0.41% | +26+0.7% | Added |
| CFO4Life, L.P. | 3,673 | $1.95M | 0.41% | +3,673 | New |
| Romano Brothers and Company | 3,684 | $1.95M | 0.30% | +697+23.3% | Added |
| FOCUS Wealth Advisors, LLC | 3,705 | $1.96M | 1.36% | −60−1.6% | Reduced |
| Corundum Group, Inc. | 3,739 | $1.98M | 1.12% | +163+4.6% | Added |
| Gryphon Financial Partners LLC | 3,748 | $1.99M | 0.48% | −294−7.3% | Reduced |
| Sierra Capital LLC | 3,747 | $1.99M | 0.34% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 17,496 | $1.99M | 0.45% | −3,035−14.8% | Reduced |
| FSM Wealth Advisors, LLC | 3,765 | $2.00M | 1.42% | +68+1.8% | Added |
| Rational Advisors LLC | 3,769 | $2.00M | 0.17% | −898−19.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,769 | $2.00M | 0.09% | +349+10.2% | Added |
| Dynamic Technology Lab Private Ltd | 3,787 | $2.01M | 0.20% | +3,787 | New |
| Centaurus Financial, Inc. | 3,792 | $2.01M | 0.19% | −379−9.1% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 3,800 | $2.01M | 1.16% | −330−8.0% | Reduced |
| 9258 Wealth Management, LLC | 3,804 | $2.02M | 0.44% | +733+23.9% | Added |
| Hartford Financial Management Inc. | 3,807 | $2.02M | 0.53% | −436−10.3% | Reduced |
| Doliver Advisors, LP | 3,813 | $2.02M | 0.66% | −79−2.0% | Reduced |
| Mission Creek Capital Partners, Inc. | 3,813 | $2.02M | 0.72% | +247+6.9% | Added |
| Capital Investment Advisory Services, LLC | 3,831 | $2.03M | 0.24% | −231−5.7% | Reduced |
| Childress Capital Advisors, LLC | 3,838 | $2.03M | 0.68% | +24+0.6% | Added |
| First Business Financial Services, Inc. | 3,850 | $2.04M | 0.27% | −3−0.1% | Reduced |
| Van Hulzen Asset Management, LLC | 3,851 | $2.04M | 0.24% | +8+0.2% | Added |
| Ifrah Financial Services, Inc. | 3,857 | $2.05M | 0.67% | −123−3.1% | Reduced |
| Verition Fund Management LLC | 3,859 | $2.05M | 0.04% | −2,698−41.1% | Reduced |
| Green Harvest Asset Management LLC | 3,862 | $2.05M | 0.09% | +3,862 | New |
| Sabadell Asset Management, S.A S.G.I.I.C | 4,162 | $2.05M | 0.43% | +32+0.8% | Added |
| AXS Investments LLC | 3,882 | $2.06M | 0.74% | −294−7.0% | Reduced |
| Darwin Advisors, LLC | 4,208 | $2.06M | 0.53% | +3,209+321.2% | Added |
| Hudson Canyon Capital Management | 3,892 | $2.06M | 1.90% | −193−4.7% | Reduced |
| Morris Retirement Advisors, LLC | 3,894 | $2.06M | 1.62% | +519+15.4% | Added |
| Rede Wealth, LLC | 3,918 | $2.08M | 1.12% | +8+0.2% | Added |
| BDO Wealth Advisors, LLC | 3,920 | $2.08M | 0.26% | −80−2.0% | Reduced |
| First Nebraska Trust Co | 3,925 | $2.08M | 0.27% | +20+0.5% | Added |
| Charles Schwab Trust Co | 3,928 | $2.08M | 0.27% | +15+0.4% | Added |
| Peterson Financial Group, Inc. | 3,930 | $2.08M | 2.75% | −2,228−36.2% | Reduced |
| North Star Investment Management Corp. | 3,930 | $2.08M | 0.19% | +4+0.1% | Added |
| Wealthcare Advisory Partners LLC | 3,939 | $2.09M | 0.10% | +445+12.7% | Added |
| MidWestOne Financial Group, Inc. | 3,942 | $2.09M | 0.49% | −201−4.9% | Reduced |
| Leonteq Securities AG | 3,944 | $2.09M | 0.11% | −324−7.6% | Reduced |
| Marion Wealth Management | 3,946 | $2.09M | 0.88% | +517+15.1% | Added |
| IFG Advisory, LLC | 3,995 | $2.12M | 0.21% | −517−11.5% | Reduced |
| Cobblestone Capital Advisors LLC | 3,997 | $2.12M | 0.16% | −20−0.5% | Reduced |
| Viking Fund Management LLC | 4,000 | $2.12M | 0.42% | 00.0% | Unchanged |
| Waycross Partners, LLC | 4,000 | $2.12M | 0.77% | −500−11.1% | Reduced |
| FORA Capital, LLC | 4,004 | $2.12M | 0.34% | +4,004 | New |
| Advisor OS, LLC | 4,014 | $2.13M | 0.57% | +101+2.6% | Added |
| Washburn Capital Management, Inc. | 4,035 | $2.14M | 1.95% | +293+7.8% | Added |
| Creegan & Nassoura Financial Group, LLC | 4,060 | $2.15M | 1.68% | −75−1.8% | Reduced |
| Groesbeck Investment Management Corp | 4,060 | $2.15M | 3.61% | +25+0.6% | Added |
| Brasada Capital Management, LP | 4,063 | $2.15M | 0.50% | +42+1.0% | Added |
| MRP Capital Investments, LLC | 4,065 | $2.16M | 2.38% | +4,065 | New |
| Red Cedar Capital, LLC | 4,066 | $2.16M | 1.37% | 00.0% | Unchanged |
| Optas, LLC | 4,067 | $2.16M | 0.89% | +20.0% | Added |
| Saranac Partners Ltd | 4,086 | $2.17M | 3.98% | +4,086 | New |
| Cahill Financial Advisors Inc | 4,090 | $2.17M | 0.42% | +188+4.8% | Added |
| Claro Advisors LLC | 4,129 | $2.19M | 0.72% | +187+4.7% | Added |
| S&CO Inc | 4,130 | $2.19M | 0.19% | +68+1.7% | Added |
| Royal Harbor Partners, LLC | 4,130 | $2.19M | 1.35% | −205−4.7% | Reduced |
| Dover Advisors, LLC | 4,142 | $2.20M | 2.37% | +4,142 | New |
| Highview Capital Management LLC | 4,146 | $2.20M | 1.34% | +54+1.3% | Added |
| Delaney Dennis R | 4,158 | $2.20M | 1.97% | +189+4.8% | Added |
| StoneX Group Inc. | 4,174 | $2.21M | 0.26% | −10.0% | Reduced |
| CoreCap Advisors, LLC | 4,179 | $2.22M | 0.16% | −762−15.4% | Reduced |
| Whitford Management LLC | 4,184 | $2.22M | 1.43% | +4,184 | New |
| Legacy Private Trust Co. | 4,185 | $2.22M | 0.20% | +41+1.0% | Added |
| Alaethes Wealth LLC | 4,190 | $2.22M | 1.53% | +46+1.1% | Added |
| RFP Financial Group LLC | 4,196 | $2.22M | 1.00% | +4,196 | New |
| Avidian Wealth Solutions, LLC | 4,199 | $2.23M | 0.15% | +258+6.5% | Added |
| Legacy Financial Advisors, Inc. | 4,204 | $2.23M | 0.48% | +396+10.4% | Added |
| US Asset Management LLC | 4,209 | $2.23M | 2.41% | +4,209 | New |
| Crescent Grove Advisors, LLC | 4,229 | $2.24M | 0.23% | +308+7.9% | Added |
| Winton Group Ltd | 4,239 | $2.25M | 0.15% | −2,092−33.0% | Reduced |
| Ami Investment Management Inc | 4,242 | $2.25M | 1.16% | +20+0.5% | Added |
| Twin Tree Management, LP | 4,249 | $2.25M | 0.07% | +4,249 | New |
| Vise Technologies, Inc. | 4,250 | $2.25M | 0.71% | +390+10.1% | Added |
| Stratos Wealth Advisors, LLC | 4,256 | $2.26M | 0.19% | −73−1.7% | Reduced |
| HMS Capital Management, LLC | 4,261 | $2.26M | 1.53% | −414−8.9% | Reduced |
| Premier Asset Management LLC | 4,294 | $2.28M | 2.86% | −2,016−31.9% | Reduced |
| Tilt Investment Management Holdings, PBC | 4,294 | $2.28M | 1.93% | +4,294 | New |
| Accretive Wealth Partners, LLC | 4,309 | $2.28M | 1.57% | +334+8.4% | Added |
| Brendel Financial Advisors LLC | 4,318 | $2.29M | 4.59% | −61−1.4% | Reduced |
| Beaumont Financial Advisors, LLC | 4,336 | $2.30M | 0.23% | +4,336 | New |
| Silicon Valley Capital Partners | 4,340 | $2.30M | 0.53% | +4,340 | New |
| Schear Investment Advisers, LLC | 4,342 | $2.30M | 2.84% | +4,342 | New |
| WP Advisors, LLC | 4,359 | $2.31M | 1.03% | −22−0.5% | Reduced |
| WD Rutherford LLC | 4,360 | $2.31M | 1.81% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 4,363 | $2.31M | 0.70% | +1,663+61.6% | Added |
| Walter & Keenan Financial Consulting Co | 4,364 | $2.31M | 0.91% | 00.0% | Unchanged |
| McDonald Partners LLC | 4,365 | $2.31M | 0.79% | −37−0.8% | Reduced |
| Frisch Financial Group, Inc. | 4,371 | $2.32M | 0.87% | −29−0.7% | Reduced |
| Ashford Capital Management Inc | 4,375 | $2.32M | 0.36% | −313−6.7% | Reduced |
| Personal Cfo Solutions, LLC | 4,379 | $2.32M | 0.49% | −79−1.8% | Reduced |
| Cypress Capital, LLC | 4,381 | $2.32M | 0.73% | −10−0.2% | Reduced |
| Capital Asset Advisory Services LLC | 4,331 | $2.33M | 0.19% | +708+19.5% | Added |
| Ameliora Wealth Management Ltd. | 4,390 | $2.33M | 1.24% | +34+0.8% | Added |
| Deltec Asset Management LLC | 4,400 | $2.33M | 0.67% | −1,000−18.5% | Reduced |
| Compton Capital Management Inc | 4,400 | $2.33M | 1.68% | −395−8.2% | Reduced |
| Triangle Securities Wealth Management | 4,407 | $2.34M | 0.86% | −207−4.5% | Reduced |
| Kozak & Associates, Inc. | 4,409 | $2.34M | 1.16% | −11−0.2% | Reduced |
| Sterling Investment Management, Inc. | 4,412 | $2.34M | 1.88% | −285−6.1% | Reduced |