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 | 3,055 | $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 |
|---|---|---|---|---|---|
| Allegheny Financial Group LTD | 957 | $507.2K | 0.21% | −41−4.1% | Reduced |
| Fortem Financial Group, LLC | 957 | $507.4K | 0.30% | +13+1.4% | Added |
| Gilbert & Cook, Inc. | 960 | $509.0K | 0.09% | −59−5.8% | Reduced |
| Lockerman Financial Group, Inc. | 960 | $509.0K | 1.49% | +347+56.6% | Added |
| Windsor Group LTD | 1,040 | $510.0K | 0.11% | +1+0.1% | Added |
| Creative Financial Designs Inc | 966 | $512.3K | 0.08% | +2+0.2% | Added |
| Cooper/Haims Advisors, LLC | 968 | $513.0K | 0.36% | −63−6.1% | Reduced |
| Cutler Group LP | 970 | $514.0K | 0.06% | −4,130−81.0% | Reduced |
| Cascade Investment Group, Inc. | 971 | $514.6K | 0.54% | +971 | New |
| Lifeworks Advisors, LLC | 971 | $514.8K | 0.29% | −385−28.4% | Reduced |
| Etesian Wealth Advisors, Inc. | 971 | $514.8K | 0.37% | +971 | New |
| McRae Capital Management Inc | 975 | $516.9K | 0.15% | 00.0% | Unchanged |
| HFR Wealth Management, LLC | 976 | $517.0K | 0.15% | +16+1.7% | Added |
| Invictus Private Wealth, LLC | 979 | $519.0K | 0.07% | +979 | New |
| Peak Planning Group, LLC | 979 | $519.1K | 0.46% | +483+97.4% | Added |
| Corton Capital Inc. | 980 | $519.6K | 0.43% | +178+22.2% | Added |
| Beese Fulmer Investment Management, Inc. | 984 | $521.7K | 0.06% | −12−1.2% | Reduced |
| Bedel Financial Consulting, Inc. | 986 | $522.8K | 0.13% | −18−1.8% | Reduced |
| Charter Oak Capital Management, LLC | 986 | $523.0K | 0.08% | −40−3.9% | Reduced |
| Regal Wealth Group, Inc. | 988 | $523.6K | 0.38% | +146+17.3% | Added |
| Synergy Financial Management, LLC | 988 | $523.8K | 0.13% | +124+14.4% | Added |
| Vista Wealth Management Group, LLC | 990 | $525.1K | 0.06% | +54+5.8% | Added |
| Baker Ellis Asset Management LLC | 994 | $527.0K | 0.10% | 00.0% | Unchanged |
| Webster Bank, N. A. | 994 | $527.0K | 0.07% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 994 | $527.2K | 0.30% | +451+83.1% | Added |
| Lafayette Investments, Inc. | 995 | $527.5K | 0.15% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 996 | $528.1K | 0.21% | −42−4.0% | Reduced |
| Corrado Advisors, LLC | 996 | $528.1K | 0.37% | +996 | New |
| Mitchell Sinkler & Starr | 997 | $528.6K | 0.17% | +90+9.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 999 | $530.0K | 0.00% | −575−36.5% | Reduced |
| Stonebridge Capital Management Inc | 1,000 | $530.0K | 0.25% | 00.0% | Unchanged |
| Clarus Group, Inc. | 1,000 | $530.3K | 0.47% | −38−3.7% | Reduced |
| General Partner, Inc. | 1,002 | $531.2K | 0.49% | +1,002 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,002 | $531.3K | 0.16% | +1,002 | New |
| Wharton Business Group, LLC | 1,004 | $532.0K | 0.03% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 1,004 | $532.3K | 0.02% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 1,005 | $532.8K | 0.26% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 1,008 | $534.4K | 0.05% | +73+7.8% | Added |
| Rosenberg Matthew Hamilton | 1,010 | $535.5K | 0.18% | +8+0.8% | Added |
| Columbus Macro, LLC | 1,011 | $535.8K | 0.21% | +84+9.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,018 | $538.0K | 0.01% | +709+229.4% | Added |
| Almanack Investment Partners, LLC. | 1,016 | $538.7K | 0.11% | +1,016 | New |
| Single Point Partners, LLC | 1,016 | $539.0K | 0.13% | +49+5.1% | Added |
| Gables Capital Management Inc. | 1,020 | $540.8K | 0.39% | 00.0% | Unchanged |
| Guardian Financial Partners, LLC | 1,020 | $540.9K | 0.57% | +1,020 | New |
| Black Diamond Financial, LLC | 1,029 | $545.6K | 0.20% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 1,034 | $548.2K | 0.15% | +12+1.2% | Added |
| Hengehold Capital Management LLC | 1,034 | $548.4K | 0.08% | −4−0.4% | Reduced |
| Guardian Wealth Advisors, LLC | 1,035 | $548.8K | 0.49% | 00.0% | Unchanged |
| Foundry Partners, LLC | 1,035 | $549.0K | 0.03% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 1,038 | $550.3K | 0.13% | +44+4.4% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,041 | $551.9K | 0.05% | −52−4.8% | Reduced |
| Alpha Paradigm Partners, LLC | 1,045 | $554.0K | 0.23% | −4,669−81.7% | Reduced |
| Continuum Wealth Advisors, LLC | 1,047 | $555.1K | 0.55% | +1,047 | New |
| Alhambra Investment Partners LLC | 1,049 | $556.2K | 0.41% | 00.0% | Unchanged |
| Stillwater Investment Management, LLC | 1,050 | $556.6K | 0.16% | +3+0.3% | Added |
| Zuckerman Investment Group, LLC | 1,052 | $557.7K | 0.09% | −9−0.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,058 | $560.9K | 0.28% | −286−21.3% | Reduced |
| Unionview, LLC | 1,060 | $562.0K | 0.56% | −36−3.3% | Reduced |
| Quadrant Private Wealth Management, LLC | 1,061 | $562.5K | 0.19% | +1,061 | New |
| New Jersey Better Educational Savings Trust | 1,063 | $563.6K | 1.66% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 1,063 | $563.7K | 0.09% | +8+0.8% | Added |
| Lesa Sroufe & Co | 1,065 | $565.0K | 0.63% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 1,066 | $565.2K | 0.10% | −7−0.7% | Reduced |
| Financial Architects, Inc | 1,067 | $565.7K | 0.09% | −32−2.9% | Reduced |
| Golden Green, Inc. | 1,067 | $565.7K | 0.58% | −31−2.8% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 1,067 | $566.0K | 0.18% | +1,067 | New |
| First American Trust, FSB | 1,070 | $567.0K | 0.09% | +137+14.7% | Added |
| Hillman Capital Management, Inc. | 1,071 | $567.8K | 0.22% | +1,071 | New |
| Sandbox Financial Partners, LLC | 1,073 | $569.1K | 0.39% | −18−1.6% | Reduced |
| Colton Groome Financial Advisors, LLC | 1,074 | $569.4K | 0.28% | +236+28.2% | Added |
| Telos Capital Management, Inc. | 1,074 | $569.5K | 0.08% | −71−6.2% | Reduced |
| Invst, LLC | 1,143 | $570.8K | 0.09% | +11+1.0% | Added |
| Goldstein Advisors, LLC | 1,080 | $572.0K | 0.14% | +1,080 | New |
| Jeereddi Investments, LP | 1,079 | $572.1K | 2.25% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,082 | $573.7K | 0.13% | +322+42.4% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 1,083 | $574.2K | 0.42% | −84−7.2% | Reduced |
| Center for Financial Planning, Inc. | 1,084 | $574.7K | 0.14% | +50+4.8% | Added |
| Pathway Financial Advisors LLC | 1,086 | $575.8K | 0.18% | 00.0% | Unchanged |
| Vertex Planning Partners, LLC | 1,086 | $575.8K | 0.22% | +1,086 | New |
| Klingman & Associates, LLC | 1,088 | $576.8K | 0.05% | +98+9.9% | Added |
| Itau Unibanco Holding S.A. | 1,090 | $577.6K | 0.02% | −11−1.0% | Reduced |
| Laurel Wealth Planning LLC | 1,090 | $577.9K | 0.37% | −57−5.0% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,091 | $578.0K | 0.32% | +3+0.3% | Added |
| WMG Financial Advisors, LLC | 1,092 | $579.0K | 0.49% | +665+155.7% | Added |
| Cypress Wealth Services, LLC | 1,095 | $580.4K | 0.19% | +55+5.3% | Added |
| Echo45 Advisors LLC | 1,097 | $581.6K | 0.52% | −11−1.0% | Reduced |
| Interchange Capital Partners, LLC | 1,096 | $581.8K | 0.59% | −163−12.9% | Reduced |
| SG Americas Securities, LLC | 1,097 | $582.0K | 0.01% | −61,494−98.2% | Reduced |
| BCS Wealth Management | 1,098 | $582.0K | 0.24% | −10−0.9% | Reduced |
| KLR Investment Advisors, LLC | 1,099 | $582.7K | 0.48% | +1,099 | New |
| Wedgewood Investors Inc | 1,100 | $583.2K | 0.77% | 00.0% | Unchanged |
| Hyperion Partners, LLC | 1,101 | $583.7K | 0.56% | +1,101 | New |
| Strategic Family Wealth Counselors, L.L.C. | 1,101 | $583.9K | 0.29% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 1,102 | $584.4K | 0.17% | −49−4.3% | Reduced |
| Luts & Greenleigh Group, Inc | 1,103 | $584.8K | 0.74% | +1,103 | New |
| First Command Bank | 1,108 | $587.0K | 0.07% | +81+7.9% | Added |
| First Command Financial Services, Inc. | 1,108 | $587.0K | 0.07% | +81+7.9% | Added |
| Linscomb & Williams, Inc. | 1,109 | $587.9K | 0.03% | +163+17.2% | Added |
| NFP Retirement, Inc. | 1,112 | $589.8K | 0.13% | 00.0% | Unchanged |