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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,395 | $325.1B |
| Q1 2026 | 3,055 | $202.4B |
| Q4 2025 | 3,312 | $248.2B |
| Q3 2025 | 3,169 | $253.5B |
| Q2 2025 | 3,186 | $241.1B |
| Q1 2025 | 3,614 | $424.3B |
| Q4 2024 | 3,685 | $409.5B |
| Q3 2024 | 3,477 | $474.6B |
| Q2 2024 | 3,407 | $411.9B |
| Q1 2024 | 3,385 | $398.9B |
| Q4 2023 | 3,422 | $428.0B |
| Q3 2023 | 3,145 | $407.5B |
| Q2 2023 | 3,137 | $388.4B |
| Q1 2023 | 3,115 | $383.6B |
| Q4 2022 | 3,160 | $434.2B |
| Q3 2022 | 2,999 | $413.5B |
| Q2 2022 | 2,965 | $422.0B |
| Q1 2022 | 2,966 | $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 |
|---|---|---|---|---|---|
| Integral Investment Advisors, Inc. | 406 | $215.3K | 0.17% | 00.0% | Unchanged |
| Orion Capital Management LLC | 406 | $215.3K | 0.16% | +68+20.1% | Added |
| Claret Asset Management Corp | 408 | $216.0K | 0.05% | +9+2.3% | Added |
| Southern Capital Advisors, LLC | 408 | $216.3K | 0.17% | +8+2.0% | Added |
| Wayfinding Financial, LLC | 470 | $217.0K | 0.17% | −73−13.4% | Reduced |
| Noesis Capital Mangement Corp | 409 | $217.0K | 0.06% | +12+3.0% | Added |
| Capital Directions Investment Advisors, LLC | 410 | $217.4K | 0.08% | +410 | Added |
| Verus Financial Partners, Inc. | 437 | $217.9K | 0.03% | −38−8.0% | Reduced |
| Harvest Investment Services, LLC | 412 | $218.4K | 0.23% | −15−3.5% | Reduced |
| O'Brien Greene & Co. Inc | 414 | $219.0K | 0.08% | −1,056−71.8% | Reduced |
| McMahon Financial Advisors, LLC | 414 | $219.4K | 0.08% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 453 | $219.4K | 0.09% | +453 | New |
| Omnia Family Wealth, LLC | 414 | $219.5K | 0.18% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 416 | $220.6K | 0.01% | −64−13.3% | Reduced |
| Smith Shellnut Wilson LLC | 416 | $220.6K | 0.14% | 00.0% | Unchanged |
| Corrigan Financial, Inc. | 417 | $220.8K | 0.08% | −24−5.4% | Reduced |
| Milestone Asset Management, LLC | 456 | $221.5K | 0.13% | +456 | New |
| Foundation Wealth Management, LLC | 418 | $221.6K | 0.23% | +418 | New |
| Roth Financial Partners LLC | 421 | $223.0K | 0.16% | −86−17.0% | Reduced |
| Tilson Financial Group, Inc. | 420 | $223.0K | 0.19% | +420 | New |
| Rollins Financial | 422 | $224.0K | 0.08% | +422 | New |
| Madden Securities Corp | 423 | $224.3K | 0.12% | 00.0% | Unchanged |
| Juncture Wealth Strategies, LLC | 423 | $224.3K | 0.11% | +423 | New |
| Palladiem, LLC | 425 | $225.3K | 0.23% | 00.0% | Unchanged |
| AMJ Financial Wealth Management | 425 | $225.3K | 0.13% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 426 | $225.9K | 0.07% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 427 | $226.4K | 0.00% | −13,732−97.0% | Reduced |
| Jackson Thornton Asset Management, LLC | 427 | $226.4K | 0.05% | −61−12.5% | Reduced |
| Landmark Financial Advisors, LLC | 427 | $226.4K | 0.10% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 429 | $227.4K | 0.23% | +429 | New |
| Edge Wealth Management LLC | 433 | $227.9K | 0.05% | +433 | New |
| Keystone Wealth Services, LLC | 430 | $228.0K | 0.10% | +9+2.1% | Added |
| Raffa Wealth Management, LLC | 432 | $229.0K | 0.09% | −12−2.7% | Reduced |
| Hutner Capital Management Inc | 432 | $229.0K | 0.14% | 00.0% | Unchanged |
| Academy Capital Management Inc | 432 | $229.0K | 0.05% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 433 | $230.0K | 0.13% | 00.0% | Unchanged |
| RAM Investment Partners, LLC | 434 | $230.1K | 0.14% | +434 | New |
| True Capital Management | 435 | $230.4K | 0.19% | +435 | New |
| Arcadia Investment Management Corp | 435 | $230.6K | 0.05% | +394+961.0% | Added |
| Paces Ferry Wealth Advisors, LLC | 438 | $232.2K | 0.23% | −31−6.6% | Reduced |
| Howard Financial Services, Ltd. | 440 | $233.3K | 0.06% | +440 | New |
| McIlrath & Eck, LLC | 442 | $234.3K | 0.06% | +9+2.1% | Added |
| Rockbridge Investment Management, LCC | 442 | $234.3K | 0.05% | +19+4.5% | Added |
| Cabot Wealth Management Inc | 443 | $235.0K | 0.04% | −1,109−71.5% | Reduced |
| First National Advisers, LLC | 443 | $235.0K | 0.30% | −10−2.2% | Reduced |
| Aua Capital Management, LLC | 445 | $235.9K | 0.16% | 00.0% | Unchanged |
| Zhang Financial LLC | 445 | $235.9K | 0.03% | +47+11.8% | Added |
| Facet Wealth, Inc. | 479 | $236.9K | 0.02% | +479 | New |
| Financial Partners Capital Management LLC | 447 | $237.0K | 0.05% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 447 | $237.0K | 0.05% | 00.0% | Unchanged |
| Orser Capital Management, LLC | 450 | $238.6K | 0.35% | 00.0% | Unchanged |
| Select Asset Management & Trust | 450 | $239.0K | 0.29% | 00.0% | Unchanged |
| Legacy Financial Group, Inc. | 451 | $239.1K | 0.15% | +451 | New |
| Power Corp of Canada | 453 | $240.2K | 0.04% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 453 | $240.2K | 0.06% | +453 | New |
| EPG Wealth Management LLC | 454 | $240.6K | 0.09% | −11−2.4% | Reduced |
| Wealthquest Corp | 454 | $241.1K | 0.03% | −16−3.4% | Reduced |
| Aberdeen Wealth Management LLC | 455 | $241.2K | 0.18% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 455 | $241.2K | 0.17% | −47−9.4% | Reduced |
| Weaver Consulting Group | 455 | $241.2K | 0.12% | +3+0.7% | Added |
| NTV Asset Management LLC | 455 | $241.2K | 0.05% | +32+7.6% | Added |
| Bridgefront Capital, LLC | 456 | $241.8K | 0.17% | +456 | New |
| Diligent Investors, LLC | 456 | $241.9K | 0.08% | +10+2.2% | Added |
| TTP Investments, Inc. | 456 | $242.2K | 0.26% | −3−0.7% | Reduced |
| One Day In July LLC | 457 | $242.3K | 0.05% | −15−3.2% | Reduced |
| Manchester Financial Inc | 457 | $242.3K | 0.07% | −14−3.0% | Reduced |
| Kennedy Investment Group | 458 | $242.6K | 0.15% | +458 | New |
| Boyd Watterson Asset Management LLC | 458 | $242.8K | 0.10% | +458 | New |
| Jacobs & Co | 459 | $243.0K | 0.03% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 459 | $243.4K | 0.25% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 460 | $243.8K | 0.05% | +107+30.3% | Added |
| Emerald Mutual Fund Advisers Trust | 460 | $243.9K | 0.02% | −81−15.0% | Reduced |
| Acorn Financial Advisory Services Inc | 461 | $244.3K | 0.05% | +19+4.3% | Added |
| Hollow Brook Wealth Management LLC | 462 | $244.9K | 0.12% | +48+11.6% | Added |
| BlackDiamond Wealth Management Inc. | 504 | $244.9K | 0.28% | +46+10.0% | Added |
| Lifestyle Asset Management, Inc. | 463 | $245.5K | 0.20% | +463 | New |
| Investment Advisory Group, LLC | 465 | $246.3K | 0.15% | 00.0% | Unchanged |
| FMB Wealth Management | 465 | $246.5K | 0.32% | +465 | New |
| Meredith Wealth Planning | 466 | $247.0K | 0.21% | +466 | New |
| Briaud Financial Planning, Inc | 466 | $247.0K | 0.20% | −102−18.0% | Reduced |
| Meridian Wealth Partners, LLC | 466 | $247.1K | 0.06% | +51+12.3% | Added |
| Consilio Wealth Advisors, LLC | 466 | $247.2K | 0.16% | +466 | New |
| Exeter Financial, LLC | 468 | $247.9K | 0.13% | +1+0.2% | Added |
| PCG Wealth Advisors, LLC | 470 | $249.3K | 0.16% | −454−49.1% | Reduced |
| Trilogy Capital Inc. | 470 | $249.4K | 0.02% | +470 | New |
| Tempus Wealth Planning, LLC | 471 | $249.7K | 0.15% | −82−14.8% | Reduced |
| Alesco Advisors LLC | 471 | $249.7K | 0.01% | +16+3.5% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 472 | $250.2K | 0.01% | +7+1.5% | Added |
| JFS Wealth Advisors, LLC | 474 | $251.6K | 0.02% | −29−5.8% | Reduced |
| Congress Park Capital LLC | 475 | $251.8K | 0.16% | −45−8.7% | Reduced |
| Pettyjohn, Wood & White, Inc | 475 | $252.0K | 0.06% | +30+6.7% | Added |
| Financial Partners Group, Inc | 509 | $252.0K | 0.06% | +21+4.3% | Added |
| Bridge Advisory, LLC | 477 | $252.9K | 0.11% | +4+0.8% | Added |
| Kraft Asset Management, LLC | 479 | $254.0K | 0.23% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 479 | $254.0K | 0.16% | +20+4.4% | Added |
| NovaPoint Capital, LLC | 481 | $255.0K | 0.11% | 00.0% | Unchanged |
| Natixis Investment Managers International | 484 | $256.6K | 0.02% | +172+55.1% | Added |
| Eagle Strategies LLC | 485 | $257.4K | 0.08% | +485 | New |
| Wellspring Financial Advisors, LLC | 486 | $257.5K | 0.09% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 486 | $257.9K | 0.06% | −119−19.7% | Reduced |