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 |
|---|---|---|---|---|---|
| Financial Advocates Investment Management | 5,295 | $2.81M | 0.21% | +1,876+54.9% | Added |
| Inscription Capital, LLC | 5,307 | $2.81M | 0.96% | −228−4.1% | Reduced |
| Royal Fund Management, LLC | 5,312 | $2.82M | 0.46% | −118−2.2% | Reduced |
| MMBG Investment Advisors Co. | 5,328 | $2.83M | 0.37% | +980+22.5% | Added |
| Consilium Wealth Advisory, LLC | 5,333 | $2.83M | 2.41% | +57+1.1% | Added |
| Coastal Investment Advisors, Inc. | 5,341 | $2.83M | 0.69% | +94+1.8% | Added |
| Lineweaver Wealth Advisors, LLC | 5,337 | $2.83M | 0.86% | −331−5.8% | Reduced |
| Regency Capital Management Inc. | 5,351 | $2.84M | 3.26% | −66−1.2% | Reduced |
| Sugarloaf Wealth Management, LLC | 5,366 | $2.84M | 0.71% | −475−8.1% | Reduced |
| Avestar Capital, LLC | 5,386 | $2.86M | 0.61% | −401−6.9% | Reduced |
| Independent Financial Group, LLC | 5,434 | $2.88M | 0.25% | +192+3.7% | Added |
| Smithfield Trust Co | 5,456 | $2.89M | 0.19% | −65−1.2% | Reduced |
| M&R Capital Management Inc | 5,464 | $2.90M | 0.80% | +3+0.1% | Added |
| Chemung Canal Trust Co | 5,468 | $2.90M | 0.66% | −296−5.1% | Reduced |
| Dohj, LLC | 5,481 | $2.91M | 1.63% | −64−1.2% | Reduced |
| Perigon Wealth Management, LLC | 5,494 | $2.91M | 0.18% | +1,649+42.9% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,494 | $2.91M | 1.50% | +11+0.2% | Added |
| Valmark Advisers, Inc. | 5,540 | $2.94M | 0.07% | +62+1.1% | Added |
| Grove Bank & Trust | 5,542 | $2.94M | 0.65% | −2,392−30.1% | Reduced |
| Founders Financial Securities LLC | 5,544 | $2.94M | 0.46% | +203+3.8% | Added |
| Dorsey Wright & Associates | 5,586 | $2.96M | 0.86% | +5,586 | New |
| Van Cleef Asset Management,Inc | 5,595 | $2.97M | 0.49% | −9−0.2% | Reduced |
| Sendero Wealth Management, LLC | 5,603 | $2.97M | 1.06% | −1,006−15.2% | Reduced |
| Bay Rivers Group | 5,631 | $2.99M | 3.02% | +312+5.9% | Added |
| Richwood Investment Advisors, LLC | 5,660 | $3.00M | 3.02% | −20−0.4% | Reduced |
| Bigelow Investment Advisors, LLC | 5,671 | $3.01M | 1.74% | −117−2.0% | Reduced |
| NinePointTwo Capital | 5,687 | $3.02M | 1.25% | +477+9.2% | Added |
| Dempze Nancy E | 5,694 | $3.02M | 2.94% | +119+2.1% | Added |
| 180 Wealth Advisors, LLC | 6,163 | $3.04M | 0.71% | −196−3.1% | Reduced |
| Altman Advisors, Inc. | 6,154 | $3.04M | 1.87% | −248−3.9% | Reduced |
| TrimTabs Asset Management, LLC | 5,737 | $3.04M | 1.98% | +1,012+21.4% | Added |
| Buckley Wealth Management, LLC | 5,777 | $3.06M | 1.11% | +17+0.3% | Added |
| Cunning Capital Partners, LP | 5,780 | $3.06M | 2.17% | −5,840−50.3% | Reduced |
| Wintrust Investments LLC | 5,784 | $3.07M | 0.40% | +930+19.2% | Added |
| Centric Wealth Management | 5,794 | $3.07M | 1.56% | +172+3.1% | Added |
| Mount Lucas Management LP | 5,796 | $3.07M | 1.01% | −81−1.4% | Reduced |
| Capricorn Fund Managers Ltd | 5,800 | $3.08M | 0.79% | +5,800 | New |
| Ossiam | 5,801 | $3.08M | 0.08% | −44,132−88.4% | Reduced |
| Somerset Trust Co | 5,806 | $3.08M | 1.29% | −14−0.2% | Reduced |
| Harvest Volatility Management LLC | 5,822 | $3.09M | 0.62% | −2,051−26.1% | Reduced |
| Fairbanks Capital Management, Inc. | 5,839 | $3.10M | 2.75% | −21−0.4% | Reduced |
| ARGI Investment Services, LLC | 5,848 | $3.10M | 0.10% | +1,015+21.0% | Added |
| Lyell Wealth Management, LP | 5,863 | $3.11M | 0.49% | +4,993+573.9% | Added |
| E&G Advisors, LP | 5,874 | $3.11M | 1.17% | +125+2.2% | Added |
| Cox Capital Mgt LLC | 5,883 | $3.12M | 2.03% | +325+5.8% | Added |
| Park Place Capital Corp | 5,886 | $3.12M | 0.88% | +5,886 | New |
| Platte River Wealth Advisors, LLC | 5,889 | $3.12M | 1.32% | +37+0.6% | Added |
| Eagle Rock Investment Company, LLC | 6,328 | $3.12M | 0.72% | +36+0.6% | Added |
| Point72 Middle East FZE | 5,898 | $3.13M | 0.24% | +5,898 | New |
| Robertson Stephens Wealth Management, LLC | 5,902 | $3.13M | 0.31% | −534−8.3% | Reduced |
| Tealwood Asset Management Inc | 5,929 | $3.14M | 1.64% | −283−4.6% | Reduced |
| Summit Financial, LLC | 5,929 | $3.14M | 0.30% | −1,868−24.0% | Reduced |
| TrinityPoint Wealth, LLC | 5,932 | $3.14M | 0.72% | −129−2.1% | Reduced |
| Avantax Planning Partners, Inc. | 5,949 | $3.15M | 0.13% | −127−2.1% | Reduced |
| Archford Capital Strategies, LLC | 5,951 | $3.16M | 0.73% | +596+11.1% | Added |
| Fukoku Mutual Life Insurance Co | 5,953 | $3.16M | 0.27% | +400+7.2% | Added |
| WealthShield Partners, LLC | 5,963 | $3.16M | 0.61% | +963+19.3% | Added |
| Transcend Wealth Collective, LLC | 5,970 | $3.17M | 0.34% | −305−4.9% | Reduced |
| Capital City Trust Co | 5,982 | $3.17M | 1.05% | −39−0.6% | Reduced |
| Monetta Financial Services Inc | 6,000 | $3.18M | 3.67% | 00.0% | Unchanged |
| Aubrey Capital Management Ltd | 6,000 | $3.18M | 2.55% | −600−9.1% | Reduced |
| Farmers Trust Co | 6,006 | $3.18M | 0.71% | +34+0.6% | Added |
| Wealthsource Partners, LLC | 6,008 | $3.19M | 0.23% | +329+5.8% | Added |
| Fiduciary Alliance LLC | 6,045 | $3.21M | 0.83% | +6,045 | New |
| AIMZ Investment Advisors, LLC | 6,046 | $3.21M | 1.51% | −310−4.9% | Reduced |
| Heartland Bank & Trust Co | 6,050 | $3.21M | 2.37% | −325−5.1% | Reduced |
| Kovack Advisors, Inc. | 6,052 | $3.21M | 0.47% | +1,525+33.7% | Added |
| Alerus Financial NA | 6,055 | $3.21M | 0.29% | −10,223−62.8% | Reduced |
| Canandaigua National Corp | 6,059 | $3.21M | 0.55% | +270+4.7% | Added |
| Bank Hapoalim BM | 6,061 | $3.21M | 0.40% | +214+3.7% | Added |
| Next Century Growth Investors LLC | 6,068 | $3.22M | 0.39% | −30.0% | Reduced |
| Cooke & Bieler LP | 6,070 | $3.22M | 0.03% | −699−10.3% | Reduced |
| Johnson Financial Group, Inc. | 6,088 | $3.23M | 0.26% | −36−0.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 6,089 | $3.23M | 0.57% | −127−2.0% | Reduced |
| Investment Management Corp of Ontario | 6,109 | $3.24M | 0.16% | +6,109 | New |
| NVWM, LLC | 6,115 | $3.24M | 1.18% | −102−1.6% | Reduced |
| MU Investments Co., Ltd. | 6,120 | $3.24M | 4.16% | −1,660−21.3% | Reduced |
| Northside Capital Management, LLC | 6,117 | $3.24M | 0.97% | +828+15.7% | Added |
| Strategic Wealth Partners, Ltd. | 6,128 | $3.25M | 0.60% | +209+3.5% | Added |
| Brown Miller Wealth Management, LLC | 6,129 | $3.25M | 2.05% | +23+0.4% | Added |
| Caldwell Investment Management Ltd. | 6,121 | $3.25M | 3.43% | 00.0% | Unchanged |
| Brady Family Wealth, LLC | 6,134 | $3.25M | 1.34% | +6,134 | New |
| SevenBridge Financial Group, LLC | 6,137 | $3.25M | 0.95% | −39−0.6% | Reduced |
| Flagship Harbor Advisors, LLC | 6,149 | $3.26M | 0.33% | +66+1.1% | Added |
| Summit X, LLC | 6,356 | $3.27M | 0.94% | +487+8.3% | Added |
| Carret Asset Management, LLC | 6,178 | $3.28M | 0.45% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 6,226 | $3.28M | 0.36% | +2,111+51.3% | Added |
| Birch Capital Management, LLC | 6,189 | $3.28M | 2.26% | −314−4.8% | Reduced |
| Griffin Asset Management, Inc. | 6,207 | $3.29M | 0.50% | −483−7.2% | Reduced |
| San Luis Wealth Advisors LLC | 6,220 | $3.30M | 3.08% | +795+14.7% | Added |
| Eads & Heald Wealth Management | 6,229 | $3.30M | 1.68% | −89−1.4% | Reduced |
| Wealth Architects, LLC | 6,232 | $3.30M | 0.63% | −27−0.4% | Reduced |
| S.E.E.D. Planning Group LLC | 6,259 | $3.32M | 1.44% | −32−0.5% | Reduced |
| Phoenix Holdings Ltd. | 6,289 | $3.33M | 0.06% | +605+10.6% | Added |
| Rehmann Capital Advisory Group | 6,289 | $3.33M | 0.34% | −7−0.1% | Reduced |
| Gibson Wealth Advisors LLC | 6,300 | $3.34M | 0.06% | +6,200+6,200.0% | Added |
| Burleson & Company, LLC | 6,310 | $3.35M | 0.84% | +531+9.2% | Added |
| Atlas Private Wealth Management | 6,312 | $3.35M | 1.54% | +414+7.0% | Added |
| Greenfield Savings Bank | 6,315 | $3.35M | 2.21% | −39−0.6% | Reduced |
| Occidental Asset Management, LLC | 6,354 | $3.37M | 0.92% | +332+5.5% | Added |