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 |
|---|---|---|---|---|---|
| Pitcairn Co | 13,003 | $6.89M | 0.69% | −170−1.3% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 13,000 | $6.89M | 2.16% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 12,959 | $6.87M | 0.64% | +286+2.3% | Added |
| Charter Trust Co | 12,918 | $6.85M | 0.55% | +211+1.7% | Added |
| Reliant Investment Management, LLC | 12,899 | $6.84M | 4.08% | +38+0.3% | Added |
| Integrated Wealth Concepts LLC | 12,898 | $6.84M | 0.19% | +227+1.8% | Added |
| Dividend Assets Capital, LLC | 12,872 | $6.83M | 1.45% | +437+3.5% | Added |
| Nelson Capital Management, LLC | 12,871 | $6.82M | 2.00% | +3,617+39.1% | Added |
| Capital Planning Advisors, LLC | 12,866 | $6.82M | 1.62% | −984−7.1% | Reduced |
| Koshinski Asset Management, Inc. | 12,787 | $6.78M | 0.66% | +457+3.7% | Added |
| HAP Trading, LLC | 12,751 | $6.76M | 1.11% | +692+5.7% | Added |
| Citadel Advisors LLC | 12,733 | $6.75M | 0.01% | −13,979−52.3% | Reduced |
| Kinneret Advisory, LLC | 12,706 | $6.74M | 0.89% | +1,770+16.2% | Added |
| West Coast Financial LLC | 12,670 | $6.72M | 1.14% | +12,270+3,067.5% | Added |
| Moneta Group Investment Advisors LLC | 13,440 | $6.71M | 0.18% | +1,637+13.9% | Added |
| Running Oak Capital LLC | 12,644 | $6.70M | 1.97% | +916+7.8% | Added |
| Thompson Investment Management, Inc. | 12,639 | $6.70M | 1.23% | −263−2.0% | Reduced |
| Legacy Advisors, LLC | 12,602 | $6.68M | 1.22% | +2,164+20.7% | Added |
| Dynamic Advisor Solutions LLC | 12,602 | $6.68M | 0.46% | −562−4.3% | Reduced |
| West Family Investments, Inc. | 12,576 | $6.67M | 2.28% | +234+1.9% | Added |
| Simmons Bank | 12,569 | $6.66M | 0.57% | +949+8.2% | Added |
| Brookstone Capital Management | 13,551 | $6.64M | 0.13% | +378+2.9% | Added |
| AIA Group Ltd | 12,503 | $6.63M | 0.40% | +2,033+19.4% | Added |
| Marietta Wealth Management, LLC | 12,469 | $6.61M | 1.50% | −247−1.9% | Reduced |
| Tradition Wealth Management, LLC | 12,460 | $6.61M | 0.93% | −1,010−7.5% | Reduced |
| Horizon Investment Services, LLC | 12,435 | $6.59M | 4.79% | −50−0.4% | Reduced |
| Ballast, Inc. | 12,401 | $6.57M | 2.87% | −1,065−7.9% | Reduced |
| Jasper Ridge Partners, L.P. | 12,375 | $6.56M | 0.39% | 00.0% | Unchanged |
| Burns J W & Co Inc | 12,349 | $6.55M | 1.20% | +1,612+15.0% | Added |
| Globeflex Capital L P | 12,340 | $6.54M | 0.83% | +5,000+68.1% | Added |
| Exchange Traded Concepts, LLC | 12,299 | $6.52M | 0.19% | +581+5.0% | Added |
| Fulton Bank, N.A. | 12,285 | $6.51M | 0.37% | +388+3.3% | Added |
| Arrow Financial Corp | 12,274 | $6.51M | 0.88% | −1,063−8.0% | Reduced |
| JCIC Asset Management Inc. | 12,241 | $6.49M | 3.23% | −418−3.3% | Reduced |
| FourThought Financial Partners, LLC | 12,170 | $6.45M | 0.93% | +12,170 | New |
| Red Door Wealth Management, LLC | 12,153 | $6.44M | 2.12% | +361+3.1% | Added |
| HWG Holdings LP | 12,090 | $6.41M | 4.18% | +454+3.9% | Added |
| Culbertson A N & Co Inc | 12,089 | $6.41M | 1.35% | −85−0.7% | Reduced |
| Unigestion Holding SA | 12,090 | $6.41M | 0.34% | +58+0.5% | Added |
| Kames Capital plc | 12,045 | $6.39M | 0.12% | +2,294+23.5% | Added |
| CMH Wealth Management LLC | 12,045 | $6.39M | 2.05% | +211+1.8% | Added |
| Fundamentun, LLC | 12,038 | $6.38M | 1.14% | −45−0.4% | Reduced |
| Waldron Private Wealth LLC | 12,630 | $6.38M | 0.40% | 00.0% | Unchanged |
| Capital International Sarl | 12,029 | $6.38M | 0.45% | +259+2.2% | Added |
| Duncker Streett & Co Inc | 12,001 | $6.36M | 1.54% | +201+1.7% | Added |
| Lynch Asset Management, Inc. | 12,000 | $6.36M | 5.48% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 11,959 | $6.34M | 0.28% | −5,109−29.9% | Reduced |
| Jump Financial, LLC | 11,948 | $6.33M | 0.33% | +9,019+307.9% | Added |
| Pegasus Partners Ltd. | 11,946 | $6.33M | 1.04% | +477+4.2% | Added |
| Lake Street Advisors Group, LLC | 11,930 | $6.33M | 0.42% | −308−2.5% | Reduced |
| Hotaling Investment Management, LLC | 11,915 | $6.32M | 2.86% | +105+0.9% | Added |
| Community Bank & Trust, Waco, Texas | 11,879 | $6.30M | 2.05% | −55−0.5% | Reduced |
| Annex Advisory Services, LLC | 11,840 | $6.28M | 0.35% | −1,014−7.9% | Reduced |
| Brighton Jones LLC | 11,827 | $6.27M | 0.38% | +1,266+12.0% | Added |
| Mitchell Capital Management Co | 11,781 | $6.25M | 1.73% | −88−0.7% | Reduced |
| Heritage Wealth Management, LLC | 11,719 | $6.21M | 0.89% | +6,189+111.9% | Added |
| Private Trust Co NA | 11,705 | $6.21M | 0.92% | +64+0.5% | Added |
| PKO Investment Management Joint-Stock Co | 11,689 | $6.20M | 0.90% | −500−4.1% | Reduced |
| Equitable Holdings, Inc. | 11,651 | $6.18M | 0.11% | −153−1.3% | Reduced |
| Bristlecone Advisors, LLC | 11,644 | $6.17M | 0.76% | −194−1.6% | Reduced |
| Kidder Stephen W | 11,642 | $6.17M | 2.26% | +198+1.7% | Added |
| Resources Management Corp | 11,622 | $6.16M | 0.97% | +21+0.2% | Added |
| Bellecapital International Ltd. | 11,616 | $6.16M | 1.73% | +20.0% | Added |
| Clarius Group, LLC | 11,614 | $6.16M | 0.55% | +640+5.8% | Added |
| Cigna Investments Inc | 11,599 | $6.15M | 1.29% | +24+0.2% | Added |
| CX Institutional | 11,597 | $6.15M | 0.37% | +974+9.2% | Added |
| Northeast Investment Management | 11,588 | $6.14M | 0.39% | +900+8.4% | Added |
| Baker Tilly Wealth Management, LLC | 11,562 | $6.13M | 0.76% | −656−5.4% | Reduced |
| Naples Global Advisors, LLC | 11,512 | $6.10M | 0.78% | −166−1.4% | Reduced |
| Barbara Oil Co. | 11,500 | $6.10M | 2.91% | 00.0% | Unchanged |
| Claudia M.P. Batlle, CRP (R) LLC | 11,490 | $6.09M | 2.44% | −486−4.1% | Reduced |
| Pinnacle Holdings, LLC | 11,471 | $6.08M | 2.72% | −1,634−12.5% | Reduced |
| Connable Office Inc | 11,470 | $6.08M | 0.87% | +118+1.0% | Added |
| NBT Bank N A | 11,441 | $6.07M | 0.88% | +119+1.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 11,426 | $6.06M | 0.28% | +541+5.0% | Added |
| SlateStone Wealth, LLC | 11,411 | $6.05M | 1.46% | +156+1.4% | Added |
| BOK Financial Private Wealth, Inc. | 11,397 | $6.04M | 0.50% | −196−1.7% | Reduced |
| Puzo Michael J | 11,384 | $6.04M | 2.18% | −80−0.7% | Reduced |
| Bogart Wealth, LLC | 11,380 | $6.03M | 0.42% | +1,697+17.5% | Added |
| RBA Wealth Management, LLC | 11,352 | $6.02M | 3.16% | −66−0.6% | Reduced |
| Money Concepts Capital Corp | 11,312 | $6.00M | 0.27% | +2,789+32.7% | Added |
| Nations Financial Group Inc, | 11,303 | $5.99M | 0.67% | +7,446+193.1% | Added |
| Paradigm Financial Partners, LLC | 12,188 | $5.97M | 1.74% | +420+3.6% | Added |
| Hilltop Holdings Inc. | 11,201 | $5.94M | 0.77% | −271−2.4% | Reduced |
| GPM Growth Investors, Inc. | 11,192 | $5.93M | 3.60% | −19−0.2% | Reduced |
| AlphaStar Capital Management, LLC | 11,067 | $5.87M | 0.60% | −11−0.1% | Reduced |
| Verdence Capital Advisors LLC | 11,065 | $5.87M | 0.72% | −2,427−18.0% | Reduced |
| Plancorp, LLC | 11,033 | $5.85M | 0.35% | −746−6.3% | Reduced |
| Bank of Hawaii | 11,001 | $5.83M | 0.36% | −690−5.9% | Reduced |
| Univest Financial Corp | 10,982 | $5.82M | 1.83% | −669−5.7% | Reduced |
| Ocean Capital Management, LLC | 10,979 | $5.82M | 3.36% | +286+2.7% | Added |
| Gotham Asset Management, LLC | 10,930 | $5.79M | 0.16% | −11,818−52.0% | Reduced |
| Stiles Financial Services Inc | 10,867 | $5.76M | 3.29% | −549−4.8% | Reduced |
| Acropolis Investment Management, LLC | 10,847 | $5.75M | 0.52% | −133−1.2% | Reduced |
| Mirador Capital Partners LP | 10,778 | $5.71M | 1.35% | −125−1.1% | Reduced |
| Constitution Capital LLC | 10,772 | $5.71M | 3.53% | −830−7.2% | Reduced |
| NBW Capital LLC | 10,743 | $5.70M | 1.46% | +39+0.4% | Added |
| Centre Asset Management, LLC | 10,721 | $5.68M | 1.50% | +729+7.3% | Added |
| Sky Investment Group LLC | 10,709 | $5.68M | 1.34% | +683+6.8% | Added |
| Capital Analysts, LLC | 10,694 | $5.67M | 0.35% | −82−0.8% | Reduced |