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 | 3,054 | $202.4B |
| Q4 2025 | 3,311 | $248.2B |
| Q3 2025 | 3,168 | $253.5B |
| Q2 2025 | 3,185 | $241.1B |
| Q1 2025 | 3,613 | $424.3B |
| Q4 2024 | 3,684 | $409.5B |
| Q3 2024 | 3,476 | $474.6B |
| Q2 2024 | 3,406 | $411.9B |
| Q1 2024 | 3,384 | $398.9B |
| Q4 2023 | 3,421 | $428.0B |
| Q3 2023 | 3,144 | $407.5B |
| Q2 2023 | 3,136 | $388.4B |
| Q1 2023 | 3,114 | $383.6B |
| Q4 2022 | 3,159 | $434.2B |
| Q3 2022 | 2,998 | $413.5B |
| Q2 2022 | 2,964 | $422.0B |
| Q1 2022 | 2,965 | $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 |
|---|---|---|---|---|---|
| Financial Consulate, Inc | 1,114 | $590.6K | 0.21% | 00.0% | Unchanged |
| First Bank & Trust | 1,115 | $591.0K | 0.16% | +21+1.9% | Added |
| Alterity Financial Group, LLC | 1,117 | $592.0K | 0.96% | −24−2.1% | Reduced |
| Baker Boyer National Bank | 1,117 | $592.2K | 0.25% | −660−37.1% | Reduced |
| Castle Wealth Management LLC | 1,118 | $592.7K | 0.37% | +13+1.2% | Added |
| Tillman Hartley LLC | 1,119 | $593.3K | 0.26% | +1,119 | New |
| Staley Capital Advisers Inc | 1,120 | $594.0K | 0.04% | +40+3.7% | Added |
| Stonebridge Financial Planning Group, LLC | 1,121 | $594.3K | 0.40% | +100+9.8% | Added |
| Inspire Advisors, LLC | 1,121 | $594.6K | 0.15% | +20+1.8% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 1,122 | $595.0K | 0.05% | 00.0% | Unchanged |
| Verum Partners LLC | 1,126 | $597.0K | 0.73% | +1,126 | New |
| Modus Advisors, LLC | 1,138 | $603.3K | 0.29% | −286−20.1% | Reduced |
| MSH Capital Advisors LLC | 1,139 | $603.8K | 0.27% | +35+3.2% | Added |
| Wealth Enhancement & Preservation of GA, LLC | 1,141 | $605.1K | 0.99% | +291+34.2% | Added |
| Heck Capital Advisors, LLC | 1,143 | $606.0K | 0.12% | +14+1.2% | Added |
| Y.D. More Investments Ltd | 1,148 | $608.1K | 0.16% | +1,148 | New |
| S.C. Financial Services, Inc. | 1,147 | $608.3K | 0.94% | +102+9.8% | Added |
| Veracity Capital LLC | 1,148 | $608.9K | 0.29% | −50−4.2% | Reduced |
| Delap Wealth Advisory, LLC | 1,149 | $609.2K | 0.64% | +1,149 | New |
| Caldwell Sutter Capital, Inc. | 1,150 | $609.7K | 0.54% | +1,150 | New |
| Towerpoint Wealth, LLC | 1,159 | $614.5K | 0.35% | +24+2.1% | Added |
| Bordeaux Wealth Advisors LLC | 1,160 | $615.0K | 0.34% | −122−9.5% | Reduced |
| Bank Ozk | 1,162 | $616.1K | 0.31% | −125−9.7% | Reduced |
| Hoylecohen, LLC | 1,163 | $616.6K | 0.06% | −179−13.3% | Reduced |
| Rappaport Reiches Capital Management, LLC | 1,164 | $617.1K | 0.30% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,164 | $617.1K | 0.08% | +21+1.8% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,165 | $617.7K | 0.12% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,168 | $619.0K | 0.07% | 00.0% | Unchanged |
| Dillon & Associates Inc | 1,172 | $621.0K | 0.13% | −15−1.3% | Reduced |
| Curbstone Financial Management Corp | 1,176 | $623.0K | 0.16% | −2,014−63.1% | Reduced |
| Holistic Financial Partners | 1,178 | $624.6K | 0.56% | +142+13.7% | Added |
| Advisor Resource Council | 1,184 | $627.7K | 0.37% | +6+0.5% | Added |
| Dentgroup LLC | 1,184 | $627.8K | 0.54% | +3+0.3% | Added |
| Tectonic Advisors LLC | 1,189 | $630.4K | 0.10% | −6−0.5% | Reduced |
| Calton & Associates, Inc. | 1,193 | $632.7K | 0.24% | +77+6.9% | Added |
| Iron Horse Wealth Management, LLC | 1,194 | $633.0K | 0.34% | +1,194 | New |
| Brown, Lisle/Cummings, Inc. | 1,196 | $634.1K | 0.34% | 00.0% | Unchanged |
| Penobscot Wealth Management | 1,198 | $635.0K | 0.55% | 00.0% | Unchanged |
| Washington Trust Co | 1,199 | $635.7K | 0.03% | +34+2.9% | Added |
| Intrepid Financial Planning Group LLC | 1,200 | $636.2K | 0.35% | +110+10.1% | Added |
| GFG Capital, LLC | 1,206 | $639.2K | 0.14% | −354−22.7% | Reduced |
| Brave Warrior Advisors, LLC | 1,206 | $639.4K | 0.02% | −1,260−51.1% | Reduced |
| Tower Wealth Partners, Inc. | 1,206 | $639.4K | 0.56% | −32−2.6% | Reduced |
| Provence Wealth Management Group | 1,207 | $639.9K | 0.52% | +1,207 | New |
| Breakwater Capital Group | 1,209 | $641.0K | 0.34% | +1,209 | New |
| Greenwood Gearhart Inc | 1,210 | $641.5K | 0.09% | −27−2.2% | Reduced |
| Family Management Corp | 1,211 | $642.0K | 0.16% | +67+5.9% | Added |
| Good Life Advisors, LLC | 1,211 | $642.2K | 0.09% | +120+11.0% | Added |
| Deseret Mutual Benefit Administrators | 1,214 | $643.6K | 0.26% | −1,021−45.7% | Reduced |
| Hendley & Co Inc | 1,215 | $644.0K | 0.29% | +115+10.5% | Added |
| Altus Wealth Group LLC | 1,215 | $644.2K | 0.49% | +472+63.5% | Added |
| Meitav Dash Investments Ltd | 1,198 | $644.8K | 0.01% | +770+179.9% | Added |
| EdgeRock Capital LLC | 1,217 | $645.0K | 0.36% | +5+0.4% | Added |
| AllSquare Wealth Management LLC | 1,218 | $645.8K | 0.44% | 00.0% | Unchanged |
| Armbruster Capital Management, Inc. | 1,225 | $649.5K | 0.17% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 1,235 | $654.8K | 0.20% | +210+20.5% | Added |
| Clifford Group, LLC | 1,236 | $655.4K | 0.82% | +1,236 | New |
| Intercontinental Wealth Advisors, LLC | 1,240 | $657.4K | 0.20% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 1,241 | $658.0K | 0.40% | −100−7.5% | Reduced |
| ZWJ Investment Counsel Inc | 1,241 | $658.1K | 0.04% | +60+5.1% | Added |
| Fortress Wealth Group, LLC | 1,243 | $659.2K | 0.46% | +345+38.4% | Added |
| Fernwood Investment Management, LLC | 1,246 | $660.6K | 0.27% | −90−6.7% | Reduced |
| West Michigan Advisors, LLC | 1,246 | $660.8K | 0.48% | −46−3.6% | Reduced |
| Simon Quick Advisors, LLC | 1,251 | $663.4K | 0.08% | +1,251 | New |
| Financial Management Professionals, Inc. | 1,254 | $665.0K | 0.14% | +681+118.8% | Added |
| Aspen Investment Management Inc | 1,259 | $667.0K | 0.44% | −84−6.3% | Reduced |
| Seven Springs Wealth Group, LLC | 1,261 | $668.6K | 0.32% | −479−27.5% | Reduced |
| First International Bank & Trust | 1,263 | $670.0K | 0.23% | −6−0.5% | Reduced |
| Harbor Capital Advisors, Inc. | 1,264 | $670.1K | 0.66% | +1,264 | New |
| Gilman Hill Asset Management, LLC | 1,267 | $671.7K | 0.14% | −234−15.6% | Reduced |
| Hemington Wealth Management | 1,269 | $672.0K | 0.29% | −177−12.2% | Reduced |
| Guyasuta Investment Advisors Inc | 1,269 | $672.8K | 0.05% | +213+20.2% | Added |
| Clear Street Markets LLC | 1,275 | $676.0K | 0.14% | −2,366−65.0% | Reduced |
| DDFG, Inc | 1,275 | $676.1K | 0.28% | +1,275 | New |
| Marquette Asset Management, LLC | 1,278 | $677.6K | 0.20% | −300−19.0% | Reduced |
| Heritage Financial Services, LLC | 1,279 | $678.1K | 0.17% | +143+12.6% | Added |
| Eagle Bay Advisors LLC | 1,285 | $681.2K | 0.38% | −488−27.5% | Reduced |
| Howland Capital Management LLC | 1,286 | $681.8K | 0.04% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 1,289 | $683.4K | 0.25% | +79+6.5% | Added |
| Reynders McVeigh Capital Management, LLC | 1,290 | $684.0K | 0.05% | −8−0.6% | Reduced |
| Baystate Wealth Management LLC | 1,292 | $685.0K | 0.06% | +40+3.2% | Added |
| Newbridge Financial Services Group, Inc. | 1,308 | $693.5K | 0.40% | +239+22.4% | Added |
| Waratah Capital Advisors Ltd. | 1,309 | $694.0K | 0.04% | +1,309 | New |
| Aire Advisors, LLC | 1,313 | $697.4K | 0.21% | −378−22.4% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 1,317 | $698.2K | 0.33% | +21+1.6% | Added |
| Carroll Investors, Inc | 1,322 | $700.7K | 0.74% | 00.0% | Unchanged |
| Mendel Money Management | 1,323 | $701.4K | 0.40% | +125+10.4% | Added |
| Ethos Financial Group, LLC | 1,323 | $702.0K | 0.24% | +1,323 | New |
| Clear Creek Financial Management, LLC | 1,328 | $704.1K | 0.15% | −327−19.8% | Reduced |
| V Wealth Advisors LLC | 1,330 | $705.2K | 0.15% | −601−31.1% | Reduced |
| Baxter Bros Inc | 1,334 | $707.0K | 0.12% | −65−4.6% | Reduced |
| Peoples Bank | 1,336 | $708.3K | 0.46% | −97−6.8% | Reduced |
| BCK Partners, Inc. | 1,342 | $711.5K | 0.48% | 00.0% | Unchanged |
| LifePro Asset Management | 1,342 | $711.5K | 0.52% | +101+8.1% | Added |
| Formidable Asset Management, LLC | 1,345 | $713.0K | 0.16% | −21−1.5% | Reduced |
| Parkside Investments, LLC | 1,345 | $713.2K | 0.14% | +1,345 | New |
| PrairieView Partners, LLC | 1,348 | $714.0K | 0.11% | −124−8.4% | Reduced |
| Thomasville National Bank | 1,346 | $714.0K | 0.08% | 00.0% | Unchanged |
| Drake & Associates, LLC | 1,349 | $715.2K | 0.38% | +131+10.8% | Added |
| Hexagon Capital Partners LLC | 1,349 | $715.3K | 0.21% | −399−22.8% | Reduced |