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 |
|---|---|---|---|---|---|
| Shelton Capital Management | 16,000 | $8.48M | 0.89% | −2,109−11.6% | Reduced |
| RNC Capital Management LLC | 15,990 | $8.48M | 0.48% | −288−1.8% | Reduced |
| Weatherly Asset Management L. P. | 15,988 | $8.48M | 1.16% | −437−2.7% | Reduced |
| Asset Planning Services Inc | 15,975 | $8.47M | 5.36% | +25+0.2% | Added |
| Essex Financial Services, Inc. | 15,973 | $8.47M | 0.92% | −1,458−8.4% | Reduced |
| Cresset Asset Management, LLC | 27,856 | $8.46M | 0.11% | +2,380+9.3% | Added |
| Gladstone Institutional Advisory LLC | 15,943 | $8.45M | 0.60% | −1,023−6.0% | Reduced |
| Blue Edge Capital, LLC | 15,912 | $8.44M | 1.92% | −161−1.0% | Reduced |
| Stonegate Investment Group, LLC | 15,889 | $8.42M | 0.36% | +739+4.9% | Added |
| Arden Trust Co | 15,868 | $8.41M | 1.71% | −2,363−13.0% | Reduced |
| Ascent Wealth Partners, LLC | 15,662 | $8.30M | 1.79% | −90−0.6% | Reduced |
| Autus Asset Management, LLC | 15,595 | $8.27M | 1.49% | −411−2.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 15,575 | $8.26M | 0.92% | −249−1.6% | Reduced |
| Sigma Investment Counselors Inc | 15,573 | $8.26M | 0.68% | −348−2.2% | Reduced |
| Empowered Funds, LLC | 15,571 | $8.26M | 0.54% | +8,341+115.4% | Added |
| S&T Bank | 15,474 | $8.20M | 1.51% | −453−2.8% | Reduced |
| Capital Investment Advisors, LLC | 15,356 | $8.14M | 0.25% | −22−0.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 15,308 | $8.12M | 3.23% | 00.0% | Unchanged |
| Stokes Capital Advisors, LLC | 15,278 | $8.10M | 2.79% | +278+1.9% | Added |
| Busey Wealth Management | 15,259 | $8.09M | 0.36% | −100−0.7% | Reduced |
| Ballentine Partners, LLC | 15,258 | $8.09M | 0.24% | +1,624+11.9% | Added |
| Wealthspire Advisors, LLC | 15,240 | $8.08M | 0.15% | +4,740+45.1% | Added |
| Ameritas Advisory Services, LLC | 15,171 | $8.04M | 0.37% | +6,174+68.6% | Added |
| Rothschild Capital Partners, LLC | 15,166 | $8.04M | 3.40% | +30.0% | Added |
| Mader & Shannon Wealth Management, Inc. | 15,067 | $7.99M | 5.29% | +1,478+10.9% | Added |
| Wright Investors Service Inc | 15,059 | $7.98M | 2.29% | −351−2.3% | Reduced |
| Atlantic Trust, LLC | 15,047 | $7.98M | 2.66% | +229+1.5% | Added |
| Mutual Advisors, LLC | 14,942 | $7.92M | 0.35% | +876+6.2% | Added |
| Harbour Capital Advisors, LLC | 15,251 | $7.91M | 2.66% | −661−4.2% | Reduced |
| Eagle Capital Management, LLC | 14,853 | $7.88M | 5.78% | −260−1.7% | Reduced |
| Broderick Brian C | 14,810 | $7.85M | 2.33% | +429+3.0% | Added |
| Mattern Capital Management, LLC | 14,807 | $7.85M | 1.45% | −250−1.7% | Reduced |
| High Note Wealth, LLC | 14,799 | $7.85M | 3.29% | −39−0.3% | Reduced |
| Catalyst Capital Advisors LLC | 14,775 | $7.83M | 0.25% | −985−6.3% | Reduced |
| Executive Wealth Management, LLC | 14,751 | $7.82M | 0.96% | +7,875+114.5% | Added |
| Private Advisory Group LLC | 14,704 | $7.80M | 1.70% | −60−0.4% | Reduced |
| NatWest Group plc | 14,692 | $7.79M | 4.43% | −263−1.8% | Reduced |
| Guardian Capital Advisors LP | 15,694 | $7.78M | 0.88% | +264+1.7% | Added |
| Alapocas Investment Partners, Inc. | 14,672 | $7.78M | 7.30% | −699−4.5% | Reduced |
| Cubic Asset Management, LLC | 14,654 | $7.77M | 2.22% | −804−5.2% | Reduced |
| Anchor Investment Management, LLC | 14,650 | $7.77M | 1.11% | −1,607−9.9% | Reduced |
| Liberty Capital Management, Inc. | 14,622 | $7.75M | 2.69% | +22+0.2% | Added |
| Montag A & Associates Inc | 14,619 | $7.75M | 0.52% | +966+7.1% | Added |
| Spinnaker Trust | 14,614 | $7.75M | 0.60% | +203+1.4% | Added |
| Icon Wealth Advisors, LLC | 14,606 | $7.74M | 0.89% | −132−0.9% | Reduced |
| Sawtooth Solutions, LLC | 14,576 | $7.73M | 1.05% | +295+2.1% | Added |
| Toroso Investments, LLC | 14,550 | $7.71M | 0.30% | −5,181−26.3% | Reduced |
| Trust Co of Vermont | 14,546 | $7.71M | 0.57% | +610+4.4% | Added |
| Cozad Asset Management Inc | 14,521 | $7.70M | 1.08% | −486−3.2% | Reduced |
| Accredited Investors Inc. | 14,519 | $7.70M | 0.65% | +460+3.3% | Added |
| Keeler Thomas Management LLC | 14,505 | $7.69M | 3.88% | −596−3.9% | Reduced |
| Monetary Management Group Inc | 14,498 | $7.69M | 2.40% | −405−2.7% | Reduced |
| Ironvine Capital Partners, LLC | 14,491 | $7.68M | 0.99% | +2,301+18.9% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 14,484 | $7.68M | 3.02% | −276−1.9% | Reduced |
| BTC Capital Management, Inc. | 14,463 | $7.67M | 0.92% | −3,429−19.2% | Reduced |
| AMG National Trust Bank | 14,423 | $7.65M | 0.28% | −506−3.4% | Reduced |
| Alta Capital Management LLC | 14,412 | $7.64M | 0.58% | +9,981+225.3% | Added |
| Broadleaf Partners, LLC | 14,410 | $7.64M | 3.01% | −190−1.3% | Reduced |
| Armstrong Shaw Associates Inc | 14,390 | $7.63M | 7.59% | −318−2.2% | Reduced |
| Alcosta Capital Management, Inc. | 14,384 | $7.63M | 7.68% | −230−1.6% | Reduced |
| Checchi Capital Advisers, LLC | 14,367 | $7.62M | 0.79% | −760−5.0% | Reduced |
| Symmetry Partners, LLC | 14,357 | $7.61M | 0.45% | −368−2.5% | Reduced |
| WBI Investments | 14,340 | $7.60M | 1.63% | +14,340 | New |
| Cape Cod Five Cents Savings Bank | 14,303 | $7.58M | 0.85% | −791−5.2% | Reduced |
| Thames Capital Management LLC | 14,253 | $7.56M | 3.59% | +8,663+155.0% | Added |
| Cambridge Financial Group, Inc. | 14,202 | $7.53M | 4.20% | −635−4.3% | Reduced |
| Fulcrum Capital LLC | 14,064 | $7.46M | 2.15% | +102+0.7% | Added |
| China Universal Asset Management Co., Ltd. | 14,061 | $7.45M | 3.00% | +455+3.3% | Added |
| Change Path, LLC | 14,030 | $7.44M | 0.41% | −652−4.4% | Reduced |
| Integrated Advisors Network LLC | 14,013 | $7.43M | 0.48% | −858−5.8% | Reduced |
| Madison Wealth Management | 13,942 | $7.39M | 1.69% | −62−0.4% | Reduced |
| Thoroughbred Financial Services, LLC | 13,902 | $7.37M | 1.20% | +405+3.0% | Added |
| Colonial Trust Co | 13,881 | $7.36M | 2.01% | −13−0.1% | Reduced |
| Blue Fin Capital, Inc. | 13,856 | $7.35M | 2.69% | −229−1.6% | Reduced |
| Redwood Investments, LLC | 13,855 | $7.35M | 0.98% | +1,111+8.7% | Added |
| SOL Capital Management CO | 13,843 | $7.34M | 1.30% | −75−0.5% | Reduced |
| Meeder Advisory Services, Inc. | 13,807 | $7.32M | 0.92% | +13,807 | New |
| Asio Capital, LLC | 13,788 | $7.31M | 2.10% | −178−1.3% | Reduced |
| Perkins Coie Trust Co | 13,771 | $7.30M | 2.33% | −192−1.4% | Reduced |
| Sandy Spring Bank | 13,711 | $7.27M | 0.43% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 61,752 | $7.26M | 0.37% | −212−0.3% | Reduced |
| Ulland Investment Advisors, LLC | 13,641 | $7.23M | 8.64% | −214−1.5% | Reduced |
| YorkBridge Wealth Partners, LLC | 13,585 | $7.20M | 1.83% | −426−3.0% | Reduced |
| Lincoln National Corp | 13,551 | $7.18M | 0.16% | +3,465+34.4% | Added |
| Vanguard Capital Wealth Advisors | 13,519 | $7.17M | 8.30% | +58+0.4% | Added |
| Marshall & Sullivan Inc | 13,517 | $7.17M | 4.49% | −1,178−8.0% | Reduced |
| Value Partners Investments Inc. | 13,489 | $7.15M | 0.62% | +165+1.2% | Added |
| Americana Partners, LLC | 13,451 | $7.14M | 1.24% | −61−0.5% | Reduced |
| Global Retirement Partners, LLC | 13,466 | $7.14M | 0.49% | +333+2.5% | Added |
| KMG Fiduciary Partners, LLC | 13,451 | $7.13M | 1.17% | −397−2.9% | Reduced |
| Asset Dedication, LLC | 13,327 | $7.13M | 0.72% | +501+3.9% | Added |
| Wedge Capital Management L L P | 13,437 | $7.12M | 0.11% | +69+0.5% | Added |
| Belpointe Asset Management LLC | 13,328 | $7.07M | 0.43% | +1,333+11.1% | Added |
| Sequoia Financial Advisors, LLC | 13,322 | $7.06M | 0.17% | +5,624+73.1% | Added |
| Chicago Trust Co NA | 13,314 | $7.06M | 1.76% | −172−1.3% | Reduced |
| Lindbrook Capital, LLC | 13,313 | $7.06M | 0.87% | +10,181+325.1% | Added |
| Pallas Capital Advisors LLC | 14,317 | $6.97M | 0.71% | −155−1.1% | Reduced |
| Sowell Financial Services LLC | 13,144 | $6.97M | 0.45% | −720−5.2% | Reduced |
| Icon Advisers Inc | 13,119 | $6.96M | 1.78% | −2,100−13.8% | Reduced |
| Equitable Trust Co | 13,110 | $6.95M | 0.55% | −2,736−17.3% | Reduced |