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 |
|---|---|---|---|---|---|
| MGO Private Wealth, LLC | 813 | $431.3K | 0.20% | −10−1.2% | Reduced |
| Two Sigma Securities, LLC | 814 | $431.6K | 0.06% | −1,217−59.9% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 815 | $432.0K | 0.01% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 815 | $432.0K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 815 | $432.1K | 0.29% | 00.0% | Unchanged |
| Woodstock Corp | 815 | $432.1K | 0.06% | −19−2.3% | Reduced |
| Avaii Wealth Management, LLC | 818 | $433.7K | 0.39% | +16+2.0% | Added |
| Westmount Partners, LLC | 821 | $435.2K | 0.23% | +821 | New |
| ETF Portfolio Partners, Inc. | 822 | $436.0K | 0.18% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 820 | $436.0K | 0.19% | +820 | New |
| SOA Wealth Advisors, LLC. | 823 | $436.2K | 0.12% | +13+1.6% | Added |
| Cutter & CO Brokerage, Inc. | 823 | $436.4K | 0.15% | −15−1.8% | Reduced |
| First Financial Corp | 825 | $437.4K | 0.27% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 825 | $437.4K | 0.02% | −9−1.1% | Reduced |
| Blue Zone Wealth Advisors, LLC | 825 | $437.6K | 0.23% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 828 | $439.0K | 0.15% | +12+1.5% | Added |
| Birchcreek Wealth Management, LLC | 835 | $442.7K | 0.39% | 00.0% | Unchanged |
| First Community Trust NA | 835 | $443.0K | 0.52% | −11−1.3% | Reduced |
| Avenue 1 Advisors, LLC | 836 | $443.2K | 0.26% | −43−4.9% | Reduced |
| Western Pacific Wealth Management, LP | 836 | $443.2K | 0.37% | +146+21.2% | Added |
| JJJ Advisors Inc. | 896 | $444.1K | 0.13% | +80+9.8% | Added |
| New England Capital Financial Advisors LLC | 914 | $444.8K | 0.32% | +914 | New |
| Trellis Advisors, LLC | 840 | $445.4K | 0.23% | −14−1.6% | Reduced |
| Bouchey Financial Group Ltd | 842 | $446.4K | 0.06% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 844 | $447.0K | 0.12% | +9+1.1% | Added |
| Pasadena Private Wealth, LLC | 848 | $449.4K | 0.14% | −19−2.2% | Reduced |
| Delta Investment Management, LLC | 850 | $450.7K | 0.15% | +56+7.1% | Added |
| BHK Investment Advisors, LLC | 851 | $451.0K | 0.25% | −85−9.1% | Reduced |
| Kavar Capital Partners Group, LLC | 851 | $451.2K | 0.10% | +17+2.0% | Added |
| Apella Capital, LLC | 852 | $451.7K | 0.04% | +248+41.1% | Added |
| Future Financial Wealth Managment LLC | 853 | $452.0K | 0.51% | +402+89.1% | Added |
| Jackson Hole Capital Partners, LLC | 854 | $452.8K | 0.14% | 00.0% | Unchanged |
| First Personal Financial Services | 856 | $453.8K | 0.12% | −10−1.2% | Reduced |
| St Germain D J Co Inc | 21,919 | $456.5K | 0.15% | +801+3.8% | Added |
| Ninepoint Partners LP | 863 | $458.0K | 0.06% | 00.0% | Unchanged |
| SRB Corp | 862 | $458.0K | 0.03% | +68+8.6% | Added |
| Rathbone Brothers plc | 864 | $458.1K | 0.01% | +21+2.5% | Added |
| Satovsky Asset Management LLC | 866 | $458.9K | 0.19% | +3+0.3% | Added |
| Cohen & Steers, Inc. | 865 | $459.0K | 0.00% | 00.0% | Unchanged |
| TFB Advisors LLC | 866 | $459.1K | 0.38% | +866 | New |
| Verus Capital Partners, LLC | 866 | $459.3K | 0.09% | −2,162−71.4% | Reduced |
| Full Sail Capital, LLC | 870 | $461.3K | 0.04% | −48−5.2% | Reduced |
| New England Research & Management, Inc. | 875 | $464.0K | 0.27% | +875 | New |
| SignalPoint Asset Management, LLC | 878 | $465.0K | 0.16% | +47+5.7% | Added |
| Wendell David Associates Inc | 879 | $466.0K | 0.06% | +16+1.9% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 881 | $467.1K | 0.05% | +39+4.6% | Added |
| Paragon Private Wealth Management, LLC | 884 | $468.7K | 0.42% | −2−0.2% | Reduced |
| Summit Global Investments | 885 | $469.0K | 0.04% | +1+0.1% | Added |
| Fort, L.P. | 885 | $469.2K | 0.71% | −210−19.2% | Reduced |
| PRW Wealth Management LLC | 885 | $469.2K | 0.20% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 889 | $471.3K | 0.34% | −58−6.1% | Reduced |
| Mascoma Wealth Management LLC | 889 | $471.5K | 0.15% | −163−15.5% | Reduced |
| Wealth Dimensions Group, Ltd. | 892 | $472.7K | 0.19% | +31+3.6% | Added |
| KG&L Capital Management,LLC | 894 | $474.0K | 0.27% | −70−7.3% | Reduced |
| Sonata Capital Group Inc | 897 | $476.0K | 0.26% | −1−0.1% | Reduced |
| One + One Wealth Management, LLC | 898 | $476.1K | 0.33% | 00.0% | Unchanged |
| EHP Funds Inc. | 900 | $477.0K | 0.10% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 900 | $477.0K | 0.29% | +450+100.0% | Added |
| Motive Wealth Advisors | 902 | $478.2K | 0.37% | +86+10.5% | Added |
| Astoria Portfolio Advisors LLC. | 983 | $478.4K | 0.22% | +210+27.2% | Added |
| Delphia (USA) Inc. | 904 | $479.3K | 0.55% | +87+10.6% | Added |
| Foster Victor Wealth Advisors, LLC | 983 | $481.7K | 0.06% | +146+17.4% | Added |
| Column Capital Advisors, LLC | 913 | $483.8K | 0.08% | +162+21.6% | Added |
| Amplius Wealth Advisors, LLC | 913 | $483.9K | 0.08% | −989−52.0% | Reduced |
| Barry Investment Advisors, LLC | 914 | $484.4K | 0.15% | −13−1.4% | Reduced |
| Centennial Bank | 914 | $484.6K | 0.28% | +914 | New |
| Lanham O'Dell & Company, Inc. | 920 | $487.7K | 1.06% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 920 | $487.8K | 0.54% | 00.0% | Unchanged |
| Client 1st Advisory Group, LLC | 921 | $488.3K | 0.29% | 00.0% | Unchanged |
| Taylor & Morgan Wealth Management, LLC | 921 | $488.5K | 0.46% | +190+26.0% | Added |
| Insight Folios Inc | 922 | $488.7K | 0.22% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 923 | $489.4K | 0.19% | −605−39.6% | Reduced |
| Winthrop Advisory Group LLC | 924 | $489.6K | 0.09% | −14−1.5% | Reduced |
| Old Port Advisors | 926 | $490.9K | 0.18% | −24−2.5% | Reduced |
| Sound Income Strategies, LLC | 927 | $491.5K | 0.06% | +237+34.3% | Added |
| Watershed Private Wealth LLC | 927 | $491.5K | 0.37% | +927 | New |
| 360 Financial, Inc. | 974 | $491.9K | 0.32% | 00.0% | Unchanged |
| First United Bank Trust | 930 | $493.1K | 0.24% | −48−4.9% | Reduced |
| Requisite Capital Management, LLC | 930 | $493.1K | 0.16% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 930 | $493.1K | 0.03% | 00.0% | Unchanged |
| Matisse Capital | 930 | $493.1K | 0.44% | +930 | New |
| Jackson Square Partners, LLC | 931 | $493.6K | 0.01% | −3,385−78.4% | Reduced |
| Regatta Capital Group, LLC | 933 | $494.5K | 0.18% | −86−8.4% | Reduced |
| Farther Finance Advisors, LLC | 933 | $494.7K | 0.19% | +933 | New |
| High Net Worth Advisory Group LLC | 933 | $494.8K | 0.19% | −65−6.5% | Reduced |
| Aufman Associates Inc | 934 | $494.9K | 0.46% | +1+0.1% | Added |
| Private Ocean, LLC | 934 | $495.1K | 0.06% | +105+12.7% | Added |
| Security National Bank of So Dak | 936 | $496.0K | 0.36% | 00.0% | Unchanged |
| Red Wave Investments LLC | 936 | $496.2K | 0.21% | −10−1.1% | Reduced |
| Smith Anglin Financial, LLC | 938 | $497.1K | 0.09% | +3+0.3% | Added |
| Objective Capital Management, LLC | 939 | $497.6K | 0.49% | +54+6.1% | Added |
| FFT Wealth Management LLC | 942 | $499.4K | 0.06% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 943 | $499.7K | 0.52% | +95+11.2% | Added |
| Garde Capital, Inc. | 943 | $500.0K | 0.06% | +66+7.5% | Added |
| Callan Capital, LLC | 944 | $500.5K | 0.06% | +224+31.1% | Added |
| Van Strum & Towne Inc. | 945 | $501.0K | 0.22% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 946 | $501.8K | 0.38% | −120−11.3% | Reduced |
| Kula Investments, LLC | 951 | $504.2K | 0.18% | +951 | New |
| Burke & Herbert Bank & Trust Co | 955 | $506.0K | 0.38% | 00.0% | Unchanged |
| Barber Financial Group, Inc. | 956 | $506.7K | 0.14% | +10+1.1% | Added |