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 |
|---|---|---|---|---|---|
| Vicus Capital | 585 | $310.3K | 0.04% | −260−30.8% | Reduced |
| Ahrens Investment Partners LLC | 588 | $311.6K | 0.14% | −149−20.2% | Reduced |
| High Pines Wealth Management, LLC | 588 | $311.7K | 0.55% | +1+0.2% | Added |
| Cassia Capital Partners, LLC | 590 | $312.8K | 0.26% | −109−15.6% | Reduced |
| Bell Investment Advisors, Inc | 594 | $314.9K | 0.08% | +113+23.5% | Added |
| Cherrydale Wealth Management, LLC | 595 | $315.3K | 0.26% | +73+14.0% | Added |
| Carmel Capital Partners, LLC | 595 | $315.5K | 0.22% | +27+4.8% | Added |
| Garden State Investment Advisory Services LLC | 596 | $315.8K | 0.19% | +596 | New |
| HC Advisors, LLC | 596 | $316.0K | 0.22% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 596 | $316.0K | 0.18% | +100+20.2% | Added |
| Cairn Investment Group, Inc. | 597 | $317.0K | 0.24% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 598 | $317.0K | 0.05% | +174+41.0% | Added |
| Atticus Wealth Management, LLC | 600 | $318.2K | 0.13% | −12−2.0% | Reduced |
| Kelman-Lazarov, Inc. | 605 | $320.8K | 0.09% | +15+2.5% | Added |
| Vista Capital Partners, Inc. | 607 | $321.8K | 0.05% | +69+12.8% | Added |
| Benedict Financial Advisors Inc | 607 | $321.8K | 0.10% | +2+0.3% | Added |
| Peterson Wealth Services | 608 | $322.2K | 0.18% | −4−0.7% | Reduced |
| Capital Investment Services of America, Inc. | 608 | $322.3K | 0.04% | −35−5.4% | Reduced |
| Canvas Wealth Advisors, LLC | 679 | $323.4K | 0.14% | +31+4.8% | Added |
| GenTrust, LLC | 610 | $323.4K | 0.03% | −150−19.7% | Reduced |
| Sittner & Nelson, LLC | 611 | $324.1K | 0.20% | 00.0% | Unchanged |
| Range Financial Group LLC | 612 | $324.5K | 0.22% | −18−2.9% | Reduced |
| LBMC Investment Advisors, LLC | 612 | $324.5K | 0.03% | 00.0% | Unchanged |
| Cypress Financial Planning LLC | 626 | $324.7K | 0.22% | −112−15.2% | Reduced |
| Aletheian Wealth Advisors LLC | 613 | $325.1K | 0.28% | +106+20.9% | Added |
| Northstar Group, Inc. | 614 | $325.5K | 0.09% | −40−6.1% | Reduced |
| Frontier Asset Management, LLC | 615 | $326.2K | 0.15% | +615 | New |
| Lane & Associates LLC | 615 | $326.3K | 0.31% | +615 | New |
| Triumph Capital Management | 616 | $326.8K | 0.17% | +21+3.5% | Added |
| WR Wealth Planners, LLC | 617 | $327.1K | 0.20% | +9+1.5% | Added |
| Reston Wealth Management LLC | 618 | $327.9K | 0.18% | +1+0.2% | Added |
| Alpha Omega Wealth Management LLC | 620 | $328.6K | 0.06% | −35−5.3% | Reduced |
| RWM Asset Management, LLC | 621 | $329.2K | 0.07% | −6−1.0% | Reduced |
| CapWealth Advisors, LLC | 622 | $329.8K | 0.04% | 00.0% | Unchanged |
| Well Done, LLC | 623 | $330.3K | 0.07% | −1−0.2% | Reduced |
| West Bancorporation Inc | 624 | $330.8K | 0.25% | −62−9.0% | Reduced |
| Wexford Capital LP | 625 | $331.4K | 0.07% | −625−50.0% | Reduced |
| Parcion Private Wealth LLC | 626 | $331.9K | 0.04% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 627 | $332.4K | 0.13% | +61+10.8% | Added |
| Seed Wealth Management, Inc. | 627 | $332.4K | 0.38% | +627 | New |
| MBA Advisors LLC | 629 | $333.5K | 0.22% | 00.0% | Unchanged |
| Green Alpha Advisors, LLC | 630 | $334.0K | 0.28% | +630 | New |
| Birch Hill Investment Advisors LLC | 630 | $334.0K | 0.02% | +111+21.4% | Added |
| Machina Capital S.A.S. | 630 | $334.0K | 0.62% | +630 | New |
| Carson Advisory Inc. | 630 | $334.0K | 0.32% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 631 | $334.5K | 0.22% | +25+4.1% | Added |
| Warren Street Wealth Advisors, LLC | 634 | $336.1K | 0.27% | +134+26.8% | Added |
| Indiana Trust & Investment Management CO | 636 | $337.0K | 0.19% | +11+1.8% | Added |
| Ritter Daniher Financial Advisory LLC | 636 | $337.2K | 0.16% | +179+39.2% | Added |
| Lansing Street Advisors | 636 | $337.3K | 0.23% | +26+4.3% | Added |
| HHM Wealth Advisors, LLC | 640 | $339.3K | 0.08% | +8+1.3% | Added |
| Mizuho Securities Co. Ltd. | 640 | $339.3K | 0.94% | +605+1,728.6% | Added |
| Braun-Bostich & Associates Inc. | 642 | $340.4K | 0.98% | −37−5.4% | Reduced |
| RMR Wealth Builders | 643 | $340.7K | 0.08% | −31−4.6% | Reduced |
| Emerald Advisors, LLC | 644 | $341.7K | 0.09% | +44+7.3% | Added |
| Greatmark Investment Partners, Inc. | 645 | $342.0K | 0.06% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 645 | $342.0K | 0.31% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 646 | $342.5K | 0.08% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 648 | $343.0K | 0.10% | +1+0.2% | Added |
| Orgel Wealth Management, LLC | 647 | $343.0K | 0.01% | −80−11.0% | Reduced |
| Crown Wealth Group, LLC | 647 | $343.0K | 0.32% | +53+8.9% | Added |
| Onyx Bridge Wealth Group LLC | 701 | $343.3K | 0.14% | +28+4.2% | Added |
| Aprio Wealth Management, LLC | 648 | $343.5K | 0.12% | +14+2.2% | Added |
| Sharkey, Howes & Javer | 648 | $343.6K | 0.08% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 648 | $343.6K | 0.04% | −310−32.4% | Reduced |
| Summit Financial Group Inc | 651 | $345.0K | 0.14% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 653 | $346.2K | 0.27% | −6−0.9% | Reduced |
| Probity Advisors, Inc. | 655 | $347.3K | 0.08% | −24−3.5% | Reduced |
| SJS Investment Consulting Inc. | 657 | $348.1K | 0.10% | −130−16.5% | Reduced |
| Wealthcare Capital Management LLC | 658 | $348.9K | 0.04% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 658 | $349.0K | 0.41% | +105+19.0% | Added |
| HF Advisory Group, LLC | 659 | $349.4K | 0.35% | +659 | New |
| Howard Wealth Management, LLC | 659 | $349.4K | 0.29% | −6−0.9% | Reduced |
| Hamilton Capital, LLC | 659 | $349.4K | 0.02% | +124+23.2% | Added |
| Acrisure Capital Management, LLC | 661 | $350.4K | 0.39% | +661 | New |
| Family Firm, Inc. | 662 | $350.9K | 0.10% | +36+5.8% | Added |
| Bill Few Associates, Inc. | 662 | $351.0K | 0.21% | −50−7.0% | Reduced |
| Massachusetts Wealth Management | 707 | $352.9K | 0.34% | +707 | New |
| LWM Advisory Services, LLC | 714 | $353.1K | 0.39% | −908−56.0% | Reduced |
| Cottonwood Capital Advisors, LLC | 667 | $353.6K | 0.32% | −45−6.3% | Reduced |
| Ullmann Financial Group, Inc. | 668 | $354.2K | 0.09% | −50−7.0% | Reduced |
| Pavion Blue Capital, LLC | 669 | $354.7K | 0.23% | +145+27.7% | Added |
| Custos Family Office, LLC | 670 | $355.2K | 0.28% | +82+13.9% | Added |
| Citizens & Northern Corp | 670 | $355.2K | 0.15% | −74−9.9% | Reduced |
| Howard Capital Management Inc. | 670 | $355.2K | 0.10% | +50+8.1% | Added |
| Levy Wealth Management Group, LLC | 671 | $355.8K | 0.12% | +1+0.1% | Added |
| waypoint wealth counsel | 673 | $356.9K | 0.29% | +673 | New |
| Marino, Stram & Associates LLC | 673 | $357.0K | 0.11% | +3+0.4% | Added |
| Merriman Wealth Management, LLC | 675 | $357.9K | 0.02% | +675 | New |
| Arlington Partners LLC | 677 | $358.9K | 0.06% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 679 | $359.8K | 0.08% | +1+0.1% | Added |
| Mayport, LLC | 679 | $360.0K | 0.27% | −77−10.2% | Reduced |
| Flaharty Asset Management, LLC | 680 | $360.5K | 0.07% | −68−9.1% | Reduced |
| Legacy Trust | 680 | $360.5K | 0.11% | +680 | New |
| Moseley Investment Management Inc | 681 | $361.1K | 0.26% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 683 | $362.3K | 0.16% | −66−8.8% | Reduced |
| Oxford Financial Group Ltd | 684 | $362.6K | 0.04% | +684 | New |
| Old North State Trust, LLC | 684 | $363.0K | 0.24% | −10−1.4% | Reduced |
| Bath Savings Trust Co | 685 | $363.0K | 0.05% | +153+28.8% | Added |
| Seldon Capital LP | 687 | $364.2K | 0.31% | 00.0% | Unchanged |