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 |
|---|---|---|---|---|---|
| Liberty One Investment Management, LLC | 4,416 | $2.34M | 0.34% | −11−0.2% | Reduced |
| Oak Asset Management, LLC | 4,441 | $2.35M | 1.06% | −445−9.1% | Reduced |
| Ledge Wealth Management, Inc. | 4,450 | $2.36M | 1.08% | +937+26.7% | Added |
| Cordatus Wealth Management LLC | 4,453 | $2.36M | 3.46% | +4,453 | New |
| Circle Wealth Management, LLC | 4,471 | $2.37M | 0.37% | −174−3.7% | Reduced |
| IMA Wealth, Inc. | 4,484 | $2.38M | 0.63% | +105+2.4% | Added |
| Warren Averett Asset Management, LLC | 4,490 | $2.38M | 0.13% | −139−3.0% | Reduced |
| F/M Investments LLC | 4,493 | $2.38M | 2.88% | +4,493 | New |
| Roof Eidam & Maycock | 4,499 | $2.39M | 0.85% | −195−4.2% | Reduced |
| Beck Bode, LLC | 4,501 | $2.39M | 0.54% | −88−1.9% | Reduced |
| Soltis Investment Advisors LLC | 4,501 | $2.39M | 0.31% | +571+14.5% | Added |
| Applied Capital LLC | 4,518 | $2.40M | 2.39% | +4,518 | New |
| Wambolt & Associates, LLC | 4,520 | $2.40M | 0.92% | +409+9.9% | Added |
| Aspiriant, LLC | 4,539 | $2.41M | 0.12% | +494+12.2% | Added |
| M Holdings Securities, Inc. | 4,548 | $2.41M | 0.25% | −132−2.8% | Reduced |
| Graypoint LLC | 4,554 | $2.41M | 0.29% | +47+1.0% | Added |
| Benchmark Investment Advisors LLC | 4,566 | $2.42M | 2.56% | +107+2.4% | Added |
| Glassman Wealth Services | 4,568 | $2.42M | 0.45% | −242−5.0% | Reduced |
| Caliber Wealth Management, LLC | 4,572 | $2.42M | 1.85% | +19+0.4% | Added |
| Aft, Forsyth & Sober, LLC | 4,575 | $2.43M | 1.09% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 4,585 | $2.43M | 0.19% | −36−0.8% | Reduced |
| Menard Financial Group LLC | 4,590 | $2.43M | 5.80% | −795−14.8% | Reduced |
| InterOcean Capital Group, LLC | 4,598 | $2.44M | 0.09% | −534−10.4% | Reduced |
| Perfromance Wealth Partners, LLC | 4,609 | $2.44M | 0.15% | +28+0.6% | Added |
| Oarsman Capital, Inc. | 4,615 | $2.45M | 1.25% | −472−9.3% | Reduced |
| BFSG, LLC | 4,621 | $2.45M | 0.49% | +620+15.5% | Added |
| Angeles Wealth Management, LLC | 4,628 | $2.45M | 0.43% | −122−2.6% | Reduced |
| Trust Investment Advisors | 4,658 | $2.47M | 2.33% | +16+0.3% | Added |
| Revolve Wealth Partners, LLC | 4,663 | $2.47M | 0.71% | +142+3.1% | Added |
| Geneva Partners, LLC | 4,664 | $2.47M | 2.34% | −1,769−27.5% | Reduced |
| JT Stratford LLC | 4,666 | $2.47M | 0.79% | −2,174−31.8% | Reduced |
| RB Capital Management, LLC | 4,666 | $2.47M | 0.90% | +49+1.1% | Added |
| Certified Advisory Corp | 4,689 | $2.49M | 0.49% | +85+1.8% | Added |
| Accurate Wealth Management, LLC | 5,125 | $2.49M | 0.92% | +3,386+194.7% | Added |
| International Assets Investment Management, LLC | 283,332 | $2.50M | 0.26% | +279,597+7,485.9% | Added |
| Act Two Investors LLC | 4,724 | $2.50M | 2.59% | −4−0.1% | Reduced |
| Ingalls & Snyder LLC | 4,733 | $2.51M | 0.14% | −24−0.5% | Reduced |
| Cape Ann Savings Bank | 4,733 | $2.51M | 1.84% | +56+1.2% | Added |
| Northeast Financial Group, Inc. | 4,734 | $2.51M | 1.99% | −1,066−18.4% | Reduced |
| Fiducient Advisors LLC | 4,734 | $2.51M | 0.74% | +4,280+942.7% | Added |
| Harvey Investment Co LLC | 4,740 | $2.51M | 0.32% | −40−0.8% | Reduced |
| Sunbelt Securities, Inc. | 4,751 | $2.52M | 0.49% | −105−2.2% | Reduced |
| Harfst & Associates, Inc. | 4,754 | $2.52M | 0.73% | −19−0.4% | Reduced |
| Financial Perspectives, Inc | 4,765 | $2.53M | 1.29% | +11+0.2% | Added |
| Hellman Jordan Management Co Inc | 4,767 | $2.53M | 4.29% | +942+24.6% | Added |
| Smith, Moore & Co. | 4,777 | $2.53M | 0.35% | +870+22.3% | Added |
| IAM Advisory, LLC | 4,801 | $2.55M | 0.94% | +45+0.9% | Added |
| RFG Advisory, LLC | 5,395 | $2.55M | 0.13% | −1,859−25.6% | Reduced |
| KCS Wealth Advisory | 4,814 | $2.55M | 1.06% | +58+1.2% | Added |
| Trustmark National Bank Trust Department | 4,823 | $2.56M | 0.24% | −5−0.1% | Reduced |
| Signet Investment Advisory Group, Inc. | 4,832 | $2.56M | 1.81% | −28−0.6% | Reduced |
| Lee Financial Co | 4,836 | $2.56M | 0.44% | +66+1.4% | Added |
| TKG Advisors, LLC | 4,837 | $2.56M | 1.69% | +279+6.1% | Added |
| Bulltick Wealth Management, LLC | 4,841 | $2.57M | 0.74% | +281+6.2% | Added |
| Continuum Advisory, LLC | 4,859 | $2.58M | 0.46% | −744−13.3% | Reduced |
| Warther Private Wealth, LLC | 4,859 | $2.58M | 1.93% | −140−2.8% | Reduced |
| Insight Wealth Strategies, LLC | 4,862 | $2.58M | 0.50% | −104−2.1% | Reduced |
| Apexium Financial, LP | 4,899 | $2.60M | 0.27% | +3,733+320.2% | Added |
| Consolidated Capital Management, LLC | 4,906 | $2.60M | 1.55% | −18−0.4% | Reduced |
| Alliance Wealth Advisors, LLC | 4,907 | $2.60M | 1.17% | +4,907 | New |
| Country Club Bank | 4,910 | $2.60M | 0.23% | −186−3.6% | Reduced |
| Welch & Forbes LLC | 4,946 | $2.62M | 0.05% | +217+4.6% | Added |
| JNBA Financial Advisors | 4,980 | $2.64M | 0.37% | −119−2.3% | Reduced |
| Chesapeake Wealth Management | 4,992 | $2.65M | 1.16% | +326+7.0% | Added |
| Prosight Management, LP | 5,000 | $2.65M | 1.48% | +5,000 | New |
| Chase Investment Counsel Corp | 5,002 | $2.65M | 1.62% | −2,731−35.3% | Reduced |
| Manchester Capital Management LLC | 5,010 | $2.66M | 0.39% | +482+10.6% | Added |
| Freedom Day Solutions, LLC | 5,013 | $2.66M | 1.33% | −383−7.1% | Reduced |
| Waypoint Capital Advisors, LLC | 5,013 | $2.66M | 0.92% | +23+0.5% | Added |
| Claraphi Advisory Network, LLC | 5,028 | $2.67M | 1.06% | +2,130+73.5% | Added |
| Red Cedar Investment Management, LLC | 5,029 | $2.67M | 0.42% | −474−8.6% | Reduced |
| Bell Bank | 5,036 | $2.67M | 0.31% | −90−1.8% | Reduced |
| Joel Isaacson & Co., LLC | 5,038 | $2.67M | 0.21% | +183+3.8% | Added |
| SkyView Investment Advisors, LLC | 5,047 | $2.68M | 0.81% | −259−4.9% | Reduced |
| Cassaday & Co Wealth Management LLC | 5,051 | $2.68M | 0.12% | +5,051 | New |
| Destination Wealth Management | 5,063 | $2.68M | 0.11% | −287−5.4% | Reduced |
| Marshall Wace, LLP | 5,071 | $2.69M | 0.01% | −127,261−96.2% | Reduced |
| Columbia Trust Co 01012016 | 5,077 | $2.69M | 1.50% | −380−7.0% | Reduced |
| Magnus Financial Group LLC | 5,084 | $2.70M | 0.44% | +38+0.8% | Added |
| Algert Global LLC | 5,088 | $2.70M | 0.15% | −146−2.8% | Reduced |
| DFPG Investments, LLC | 5,470 | $2.70M | 0.44% | +4,819+740.2% | Added |
| Voya Financial Advisors, Inc. | 5,100 | $2.70M | 0.35% | −2,295−31.0% | Reduced |
| Pictet Bank & Trust Ltd | 5,101 | $2.70M | 3.16% | −1,585−23.7% | Reduced |
| Tobam | 5,103 | $2.71M | 0.18% | +268+5.5% | Added |
| Moser Wealth Advisors, LLC | 5,105 | $2.71M | 2.04% | 00.0% | Unchanged |
| Spouting Rock Asset Management, LLC | 5,164 | $2.74M | 2.03% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 5,167 | $2.74M | 0.24% | −194−3.6% | Reduced |
| Summit Trail Advisors, LLC | 5,181 | $2.75M | 0.12% | +1,720+49.7% | Added |
| Quantbot Technologies LP | 5,186 | $2.75M | 0.20% | +2,496+92.8% | Added |
| Mather Group, LLC. | 5,193 | $2.75M | 0.05% | +59+1.1% | Added |
| Guardian Wealth Advisors, LLC | 5,200 | $2.76M | 0.53% | −78−1.5% | Reduced |
| Leeward Financial Partners, LLC | 5,205 | $2.76M | 1.91% | −113−2.1% | Reduced |
| My Legacy Advisors, LLC | 5,847 | $2.76M | 1.18% | +67+1.2% | Added |
| CWA Asset Management Group, LLC | 5,213 | $2.76M | 0.22% | −5,741−52.4% | Reduced |
| CenterBook Partners LP | 5,244 | $2.78M | 0.46% | +2,504+91.4% | Added |
| Spears Abacus Advisors LLC | 5,252 | $2.78M | 0.27% | −116−2.2% | Reduced |
| Marcum Wealth, LLC | 5,262 | $2.79M | 0.37% | +94+1.8% | Added |
| Modera Wealth Management, LLC | 5,277 | $2.80M | 0.11% | −10.0% | Reduced |
| Wedmont Private Capital | 5,711 | $2.80M | 0.42% | +1,192+26.4% | Added |
| Means Investment Co., Inc. | 5,289 | $2.80M | 0.56% | +266+5.3% | Added |