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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
3,160
+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
1,218 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.

Institutional holdersQ4 2022: 3,160 institutions
Q1 2021: 2,516 institutionsQ2 2021: 2,592 institutionsQ3 2021: 2,573 institutionsQ4 2021: 2,909 institutionsQ1 2022: 2,966 institutionsQ2 2022: 2,965 institutionsQ3 2022: 2,999 institutionsQ4 2022: 3,160 institutionsQ1 2023: 3,115 institutionsQ2 2023: 3,137 institutionsQ3 2023: 3,145 institutionsQ4 2023: 3,422 institutionsQ1 2024: 3,385 institutionsQ2 2024: 3,407 institutionsQ3 2024: 3,477 institutionsQ4 2024: 3,685 institutionsQ1 2025: 3,614 institutionsQ2 2025: 3,186 institutionsQ3 2025: 3,169 institutionsQ4 2025: 3,312 institutionsQ1 2026: 3,055 institutionsQ2 2026: 3,395 institutions
Value heldQ4 2022: $434.2B
Q1 2021: $307.3BQ2 2021: $330.1BQ3 2021: $321.7BQ4 2021: $413.9BQ1 2022: $418.3BQ2 2022: $422.0BQ3 2022: $413.5BQ4 2022: $434.2BQ1 2023: $383.6BQ2 2023: $388.4BQ3 2023: $407.5BQ4 2023: $428.0BQ1 2024: $398.9BQ2 2024: $411.9BQ3 2024: $474.6BQ4 2024: $409.5BQ1 2025: $424.3BQ2 2025: $241.1BQ3 2025: $253.5BQ4 2025: $248.2BQ1 2026: $202.4BQ2 2026: $325.1B
Institutions holding UNH and their total value by quarter
QuarterHoldersValue
Q2 20263,395$325.1B
Q1 20263,055$202.4B
Q4 20253,312$248.2B
Q3 20253,169$253.5B
Q2 20253,186$241.1B
Q1 20253,614$424.3B
Q4 20243,685$409.5B
Q3 20243,477$474.6B
Q2 20243,407$411.9B
Q1 20243,385$398.9B
Q4 20233,422$428.0B
Q3 20233,145$407.5B
Q2 20233,137$388.4B
Q1 20233,115$383.6B
Q4 20223,160$434.2B
Q3 20222,999$413.5B
Q2 20222,965$422.0B
Q1 20222,966$418.3B
Q4 20212,909$413.9B
Q3 20212,573$321.7B
Q2 20212,592$330.1B
Q1 20212,516$307.3B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q3 2022.

Institutions holding UNH in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Cary Street Partners Asset Management LLC153$81.1K0.02%−32−17.3%Reduced
Gleason Group, Inc.155$82.2K0.03%+1+0.6%Added
Front Row Advisors LLC163$86.0K0.04%+5+3.2%Added
Bay Harbor Wealth Management, LLC165$87.0K0.04%+7+4.4%Added
Legend Financial Advisors, Inc.166$88.0K0.08%+93+127.4%Added
Slocum, Gordon & Co LLP168$89.1K0.06%+168New
Kraematon Investment Advisors, Inc169$89.7K0.10%+169New
Register Financial Advisors LLC171$90.5K0.06%+171New
Coston, McIsaac & Partners173$92.0K0.04%00.0%Unchanged
Bramshill Investments, LLC197$92.4K0.01%+197New
CKW Financial Group175$93.0K0.02%−25−12.5%Reduced
WFA Asset Management Corp182$96.3K0.06%−176−49.2%Reduced
Carmichael Hill & Associates, Inc.185$98.2K0.05%−15−7.5%Reduced
Delta Asset Management LLC189$100.2K0.01%+189New
Thomas J. Herzfeld Advisors, Inc.195$103.4K0.04%−30−13.3%Reduced
Glassy Mountain Advisors, Inc.195$103.5K0.06%+195New
Clearview Wealth Advisors LLC196$104.0K0.08%+8+4.3%Added
Abound Wealth Management201$106.6K0.05%−47−19.0%Reduced
QVR LLC202$107.1K0.16%−2,080−91.1%Reduced
Hoese & Co LLP198$108.0K0.11%−14−6.6%Reduced
Financial Connections Group, Inc.214$113.0K0.09%00.0%Unchanged
Norway Savings Bank222$117.7K0.06%00.0%Unchanged
Maj Invest Holding A/S222$118.0K0.00%+222New
Moisand Fitzgerald Tamayo, LLC224$118.8K0.03%+103+85.1%Added
Addison Advisors LLC226$119.8K0.07%−27−10.7%Reduced
Canton Hathaway, LLC230$122.0K0.04%00.0%Unchanged
Lowe Wealth Advisors, LLC232$123.0K0.07%−40−14.7%Reduced
Disciplined Investments, LLC238$126.2K0.06%−85−26.3%Reduced
TD Capital Management LLC239$126.8K0.02%00.0%Unchanged
Ten Capital Wealth Advisors, LLC243$128.8K0.05%−71−22.6%Reduced
Virtus Investment Advisers, Inc.243$128.8K0.09%00.0%Unchanged
TFC Financial Management243$128.9K0.04%−10−4.0%Reduced
Activest Wealth Management244$129.3K0.04%+102+71.8%Added
Barometer Capital Management Inc.250$132.5K0.04%−28,052−99.1%Reduced
New Millennium Group LLC255$135.0K0.14%−36−12.4%Reduced
Mine & Arao Wealth Creation & Management, LLC.256$135.9K0.10%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group268$142.1K0.08%+8+3.1%Added
Beaird Harris Wealth Management, LLC276$146.3K0.03%+176+176.0%Added
Rowland & Co Investment Counsel286$148.3K0.04%00.0%Unchanged
Paragon Wealth Strategies, LLC281$149.2K0.18%−144−33.9%Reduced
TSFG, LLC290$154.0K0.06%−15−4.9%Reduced
MB, Levis & Associates, LLC292$154.6K0.12%+292New
Beacon Capital Management, LLC295$156.4K0.05%+129+77.7%Added
Hills Bank & Trust Co302$160.0K0.02%+15+5.2%Added
Transamerica Financial Advisors, Inc.308$164.0K0.02%−12−3.8%Reduced
Winch Advisory Services, LLC310$164.0K0.07%+39+14.4%Added
First PREMIER Bank312$165.0K0.05%+47+17.7%Added
Tradewinds Capital Management, LLC316$167.5K0.08%+25+8.6%Added
Leelyn Smith, LLC317$168.3K0.05%+45+16.5%Added
Tortoise Investment Management, LLC325$172.3K0.03%−355−52.2%Reduced
Compass Wealth Management LLC332$176.0K0.06%+332New
Dakota Community Bank & Trust NA340$180.0K1.02%00.0%Unchanged
Fortis Capital Advisors, LLC343$181.9K0.11%+343New
Your Advocates Ltd., LLP350$185.6K0.11%00.0%Unchanged
FSC Wealth Advisors, LLC351$186.1K0.32%−17−4.6%Reduced
Hanson & Doremus Investment Management354$188.0K0.04%00.0%Unchanged
Financial Freedom, LLC360$191.1K0.13%+360New
3Chopt Investment Partners, LLC365$193.5K0.11%+365New
Founders Capital Management370$196.0K0.15%00.0%Unchanged
Cornerstone Management, Inc.375$198.8K0.06%00.0%Unchanged
Wolff Wiese Magana LLC376$199.3K0.17%−867−69.8%Reduced
Willow Creek Wealth Management Inc.378$200.0K0.03%+378New
Patton Fund Management, Inc.378$200.0K0.06%+378New
Wealthstar Advisors, LLC378$200.3K0.09%+378New
Grant/GrossMendelsohn, LLC410$200.9K0.10%−225−35.4%Reduced
Northstar Asset Management Inc379$200.9K0.07%+379New
HealthInvest Partners AB379$200.9K0.39%+379New
Analyst IMS Investment Management Services Ltd.379$201.0K0.02%+379New
Auxano Advisors, LLC380$201.5K0.09%+380New
Traverso Chambers Private Wealth Management, LLC384$203.6K0.06%+384New
KFG Wealth Management, LLC384$203.6K0.21%+384New
Peninsula Wealth, LLC384$203.8K0.06%+384New
Pine Haven Investment Counsel, Inc385$204.1K0.22%+385New
Summitry LLC386$204.6K0.02%+386New
Clarkston Capital Partners, LLC386$204.7K0.00%+386New
Werba Rubin Papier Wealth Management388$205.5K0.08%+388New
J.Safra Asset Management Corp389$206.0K0.04%+183+88.8%Added
Wick Capital Partners, LLC388$206.0K0.12%+388New
Walkner Condon Financial Advisors LLC389$206.2K0.06%+389New
Partners in Financial Planning400$207.5K0.06%−10−2.4%Reduced
Brogan Financial, Inc.392$207.8K0.19%+392New
Fairfield Financial Advisors, LTD392$208.0K0.10%+320+444.4%Added
Northwest Investment Counselors, LLC393$208.1K0.06%00.0%Unchanged
Nottingham Advisors, Inc.393$208.4K0.03%+393New
Olistico Wealth, LLC394$208.9K0.23%+394New
Shakespeare Wealth Management, Inc.395$209.5K0.08%+395New
Lion Street Advisors, LLC456$210.0K0.11%+39+9.4%Added
Axiom Financial Strategies, LLC397$210.5K0.13%−19−4.6%Reduced
Harbor Advisory Corp397$210.5K0.09%−9−2.2%Reduced
Old Second National Bank of Aurora397$210.5K0.06%+19+5.0%Added
Harbor Group, Inc.398$211.1K0.14%+398New
Mirabella Financial Services LLP400$212.1K0.02%+400New
O'Keefe Stevens Advisory, Inc.400$212.1K0.13%−99−19.8%Reduced
Kohmann Bosshard Financial Services, LLC400$212.1K0.04%00.0%Unchanged
Grandfield & Dodd, LLC400$212.1K0.02%00.0%Unchanged
Simplicity Wealth,LLC401$212.6K0.19%+401New
Monticello Wealth Management, LLC401$212.6K0.02%+4+1.0%Added
V2 Financial group LLC403$213.7K0.17%00.0%Unchanged
Oak Harvest Investment Services404$214.1K0.06%−8−1.9%Reduced
Greenspring Advisors, LLC406$215.3K0.06%−97−19.3%Reduced