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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 10,650 | $5.65M | 0.64% | +579+5.7% | Added |
| Savant Capital, LLC | 10,624 | $5.62M | 0.14% | +96+0.9% | Added |
| Trust Asset Management LLC | 10,604 | $5.62M | 0.70% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 10,583 | $5.61M | 1.35% | −284−2.6% | Reduced |
| Northeast Financial Consultants Inc | 10,514 | $5.57M | 0.38% | +1,196+12.8% | Added |
| Bank of New Hampshire | 10,504 | $5.57M | 1.68% | −150−1.4% | Reduced |
| Lountzis Asset Management, LLC | 11,657 | $5.54M | 3.33% | +15+0.1% | Added |
| Nikulski Financial, Inc. | 10,433 | $5.53M | 2.64% | +359+3.6% | Added |
| Great Lakes Retirement, Inc. | 10,401 | $5.51M | 1.41% | +10,401 | New |
| Souders Financial Advisors | 10,400 | $5.51M | 1.26% | +226+2.2% | Added |
| Adviser Investments LLC | 11,171 | $5.51M | 0.14% | +9,528+579.9% | Added |
| Wade G W & Inc | 10,385 | $5.51M | 0.23% | +834+8.7% | Added |
| Intrust Bank NA | 10,377 | $5.50M | 0.76% | +221+2.2% | Added |
| Clearstead Advisors, LLC | 10,356 | $5.49M | 0.43% | +65+0.6% | Added |
| Meridian Wealth Advisors, LLC | 10,344 | $5.48M | 1.41% | +48+0.5% | Added |
| Bank of Nova Scotia Trust Co | 10,298 | $5.46M | 0.59% | −442−4.1% | Reduced |
| Fund Management at Engine No. 1 LLC | 10,286 | $5.45M | 1.33% | +1,293+14.4% | Added |
| JB Capital LLC | 10,259 | $5.44M | 0.53% | +435+4.4% | Added |
| Tower View Investment Management & Research LLC | 10,254 | $5.44M | 3.80% | −103−1.0% | Reduced |
| Fairhaven Wealth Management, LLC | 10,236 | $5.43M | 2.30% | +166+1.6% | Added |
| Western Wealth Management, LLC | 10,227 | $5.42M | 0.55% | −6,820−40.0% | Reduced |
| Rice Partnership, LLC | 10,225 | $5.42M | 1.71% | +1,522+17.5% | Added |
| Canal Capital Management, LLC | 10,221 | $5.42M | 1.31% | +428+4.4% | Added |
| Citizens Business Bank | 10,189 | $5.40M | 1.24% | −115−1.1% | Reduced |
| Goodwin Daniel L | 10,180 | $5.40M | 2.73% | +450+4.6% | Added |
| Procyon Private Wealth Partners, LLC | 10,177 | $5.40M | 0.99% | +2,564+33.7% | Added |
| Eclectic Associates Inc | 10,155 | $5.38M | 2.62% | +9,701+2,136.8% | Added |
| Duff & Phelps Investment Management Co | 10,134 | $5.37M | 0.07% | 00.0% | Unchanged |
| Chicago Capital, LLC | 10,114 | $5.36M | 0.30% | +8,429+500.2% | Added |
| Moloney Securities Asset Management, LLC | 10,098 | $5.35M | 1.18% | −1,216−10.7% | Reduced |
| Lindenwold Advisors | 10,091 | $5.35M | 3.58% | −22−0.2% | Reduced |
| Carderock Capital Management Inc | 10,077 | $5.34M | 2.22% | +10,077 | New |
| PFG Advisors | 10,076 | $5.34M | 0.52% | +1,959+24.1% | Added |
| Second Half Financial Partners, LLC | 10,692 | $5.34M | 3.48% | +5,552+108.0% | Added |
| Wealth Advisory Solutions, LLC | 10,067 | $5.34M | 1.43% | −250−2.4% | Reduced |
| Cornerstone Wealth Group, LLC | 10,058 | $5.33M | 1.01% | −198−1.9% | Reduced |
| Thematics Asset Management | 10,030 | $5.32M | 0.32% | +10,030 | New |
| Gamble Jones Investment Counsel | 10,009 | $5.31M | 0.40% | −800−7.4% | Reduced |
| J. W. Coons Advisors, LLC | 9,988 | $5.30M | 1.58% | +141+1.4% | Added |
| Trium Capital LLP | 9,987 | $5.29M | 2.42% | +9,987 | New |
| Chatham Capital Group, Inc. | 9,981 | $5.29M | 1.24% | +213+2.2% | Added |
| Proequities, Inc. | 9,950 | $5.28M | 0.43% | −15−0.2% | Reduced |
| Bray Capital Advisors | 9,950 | $5.28M | 1.64% | −1,236−11.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 9,945 | $5.27M | 0.04% | +1,125+12.8% | Added |
| Whalerock Point Partners, LLC | 9,904 | $5.25M | 2.13% | −161−1.6% | Reduced |
| Pensionfund Sabic | 9,900 | $5.25M | 1.71% | 00.0% | Unchanged |
| Qtron Investments LLC | 9,897 | $5.25M | 1.10% | +334+3.5% | Added |
| Bond & Devick Financial Network, Inc. | 9,884 | $5.24M | 3.73% | +24+0.2% | Added |
| Laidlaw Wealth Management LLC | 9,832 | $5.21M | 1.12% | +157+1.6% | Added |
| Csenge Advisory Group | 9,829 | $5.21M | 0.40% | −758−7.2% | Reduced |
| Gateway Advisory, LLC | 9,818 | $5.21M | 1.34% | +322+3.4% | Added |
| Valeo Financial Advisors, LLC | 9,798 | $5.19M | 0.28% | +1,684+20.8% | Added |
| GM Advisory Group, Inc. | 9,774 | $5.18M | 0.55% | +5+0.1% | Added |
| Bryn Mawr Trust Co | 9,745 | $5.17M | 0.23% | −727−6.9% | Reduced |
| HBW Advisory Services LLC | 9,743 | $5.17M | 1.38% | −594−5.7% | Reduced |
| Moors & Cabot, Inc. | 9,732 | $5.16M | 0.36% | −494−4.8% | Reduced |
| Ninety One North America, Inc. | 9,670 | $5.13M | 0.25% | +68+0.7% | Added |
| Timber Creek Capital Management LLC | 9,653 | $5.12M | 1.94% | −187−1.9% | Reduced |
| Gratus Capital LLC | 9,625 | $5.10M | 0.42% | +2,988+45.0% | Added |
| LexAurum Advisors, LLC | 9,625 | $5.10M | 1.83% | +123+1.3% | Added |
| Riggs Asset Managment Co. Inc. | 9,620 | $5.10M | 2.10% | +372+4.0% | Added |
| Edgestream Partners, L.P. | 9,619 | $5.10M | 0.57% | −40,164−80.7% | Reduced |
| Institutional & Family Asset Management, LLC | 9,594 | $5.09M | 0.85% | +14+0.1% | Added |
| Holderness Investments Co | 9,558 | $5.07M | 2.18% | −86−0.9% | Reduced |
| Investment House LLC | 9,540 | $5.06M | 0.47% | −10−0.1% | Reduced |
| Unison Asset Management LLC | 9,502 | $5.04M | 4.18% | +185+2.0% | Added |
| Alley Investment Management Company, LLC | 9,498 | $5.04M | 0.87% | +8,953+1,642.8% | Added |
| PACK Private Wealth, LLC | 9,492 | $5.03M | 4.32% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 9,445 | $5.01M | 1.65% | −263−2.7% | Reduced |
| Tranquility Partners, LLC | 9,445 | $5.01M | 2.55% | +226+2.5% | Added |
| Teamwork Financial Advisors, LLC | 9,427 | $5.00M | 1.01% | +8,613+1,058.1% | Added |
| Glen Eagle Advisors, LLC | 9,399 | $4.98M | 1.36% | +450+5.0% | Added |
| Bessemer Securities LLC | 9,382 | $4.97M | 2.23% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 9,350 | $4.96M | 0.61% | −103−1.1% | Reduced |
| Zeke Capital Advisors, LLC | 9,344 | $4.95M | 0.32% | +1,322+16.5% | Added |
| Regent Investment Management LLC | 9,246 | $4.90M | 1.31% | +24+0.3% | Added |
| Optimum Investment Advisors | 9,232 | $4.89M | 2.65% | −2,335−20.2% | Reduced |
| Martin Capital Partners, LLC | 9,200 | $4.88M | 2.01% | +42+0.5% | Added |
| Keebeck Wealth Management, LLC | 9,177 | $4.87M | 0.85% | +342+3.9% | Added |
| Moody Lynn & Lieberson, LLC | 9,175 | $4.86M | 0.45% | −4,011−30.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,148 | $4.85M | 0.37% | −198−2.1% | Reduced |
| Orleans Capital Management Corp | 9,102 | $4.83M | 3.69% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 9,066 | $4.81M | 2.21% | −165−1.8% | Reduced |
| Weik Capital Management | 9,062 | $4.80M | 2.24% | −24−0.3% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 9,061 | $4.80M | 0.36% | −3,498−27.9% | Reduced |
| Pavadi Capital LLC | 9,009 | $4.78M | 4.50% | +495+5.8% | Added |
| Bank Pictet & Cie (Asia) Ltd | 8,996 | $4.77M | 1.71% | −920−9.3% | Reduced |
| Trinity Legacy Partners, LLC | 8,965 | $4.75M | 1.89% | −96−1.1% | Reduced |
| Peloton Wealth Strategists | 8,965 | $4.75M | 2.29% | −96−1.1% | Reduced |
| South State Corp. | 8,956 | $4.75M | 0.44% | +261+3.0% | Added |
| Financial Partners Group, LLC | 8,950 | $4.75M | 2.80% | +8,950 | New |
| HGK Asset Management Inc | 8,913 | $4.72M | 1.61% | +130+1.5% | Added |
| Covenant Asset Management, LLC | 8,907 | $4.72M | 1.69% | −318−3.4% | Reduced |
| Strategic Blueprint, LLC | 8,890 | $4.71M | 0.55% | −46−0.5% | Reduced |
| Sitrin Capital Management LLC | 8,875 | $4.71M | 3.00% | −372−4.0% | Reduced |
| NWK Group, Inc. | 8,850 | $4.69M | 3.45% | +54+0.6% | Added |
| Enterprise Bank & Trust Co | 8,807 | $4.67M | 2.21% | +343+4.1% | Added |
| Brookfield Asset Management Inc. | 8,730 | $4.63M | 0.02% | −33,899−79.5% | Reduced |
| Plimoth Trust Co LLC | 8,725 | $4.63M | 1.49% | −75−0.9% | Reduced |
| New Hampshire Trust | 8,725 | $4.63M | 1.22% | +8,725 | New |