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 |
|---|---|---|---|---|---|
| Mitchell McLeod Pugh & Williams Inc | 8,697 | $4.61M | 1.56% | −599−6.4% | Reduced |
| Benson Investment Management Company, Inc. | 8,692 | $4.61M | 2.72% | −55−0.6% | Reduced |
| K.J. Harrison & Partners Inc | 6,417 | $4.61M | 0.90% | +1,993+45.0% | Added |
| United Capital Management of KS, Inc. | 8,680 | $4.60M | 1.90% | −260−2.9% | Reduced |
| Kerrisdale Advisers, LLC | 8,648 | $4.58M | 1.36% | +478+5.9% | Added |
| Stanley-Laman Group, Ltd. | 8,638 | $4.58M | 0.87% | −1,027−10.6% | Reduced |
| GDS Wealth Management | 8,608 | $4.56M | 0.87% | +579+7.2% | Added |
| Trifecta Capital Advisors, LLC | 8,597 | $4.56M | 1.82% | +8,597 | New |
| Mount Yale Investment Advisors, LLC | 8,563 | $4.54M | 0.52% | −590−6.4% | Reduced |
| Field & Main Bank | 8,526 | $4.52M | 2.91% | −337−3.8% | Reduced |
| Banco de Sabadell, S.A | 8,548 | $4.51M | 3.81% | −561−6.2% | Reduced |
| Community Bank, N.A. | 8,495 | $4.50M | 0.63% | +83+1.0% | Added |
| Lavaca Capital LLC | 8,426 | $4.47M | 1.77% | +4,822+133.8% | Added |
| Handelsinvest Investeringsforvaltning | 8,430 | $4.47M | 0.71% | −1,317−13.5% | Reduced |
| Wolverine Trading, LLC | 8,400 | $4.45M | 0.08% | −1,825−17.8% | Reduced |
| Viawealth, LLC | 9,075 | $4.45M | 3.66% | +9,075 | New |
| Ayrshire Capital Management LLC | 8,383 | $4.44M | 3.11% | −4,080−32.7% | Reduced |
| Left Brain Wealth Management, LLC | 8,367 | $4.44M | 3.32% | +8,367 | New |
| Nicollet Investment Management, Inc. | 8,350 | $4.43M | 2.55% | −128−1.5% | Reduced |
| Gs Investments, Inc. | 8,344 | $4.42M | 2.73% | −691−7.6% | Reduced |
| Mechanics Bank Trust Department | 8,332 | $4.42M | 0.76% | +427+5.4% | Added |
| Westover Capital Advisors, LLC | 8,314 | $4.41M | 1.74% | +705+9.3% | Added |
| Scott & Selber, Inc. | 8,310 | $4.41M | 1.98% | +5+0.1% | Added |
| Townsend & Associates, Inc | 8,894 | $4.41M | 2.18% | −282−3.1% | Reduced |
| Private Wealth Strategies, L.L.C. | 8,297 | $4.40M | 1.17% | 00.0% | Unchanged |
| Te Ahumairangi Investment Management Ltd | 8,240 | $4.37M | 0.68% | +8,240 | New |
| SNS Financial Group, LLC | 8,240 | $4.37M | 0.59% | +26+0.3% | Added |
| Baker Avenue Asset Management, LP | 8,233 | $4.36M | 0.26% | −74−0.9% | Reduced |
| Dorchester Wealth Management Co | 8,219 | $4.36M | 1.03% | −1,485−15.3% | Reduced |
| Desjardins Global Asset Management Inc. | 8,198 | $4.35M | 0.69% | −8,710−51.5% | Reduced |
| City Holding Co | 8,181 | $4.34M | 0.81% | +268+3.4% | Added |
| Becker Capital Management Inc | 8,163 | $4.33M | 0.20% | −342−4.0% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 8,148 | $4.32M | 2.84% | −97−1.2% | Reduced |
| Peachtree Investment Partners, LLC | 8,126 | $4.31M | 2.63% | −379−4.5% | Reduced |
| Duality Advisers, LP | 8,117 | $4.30M | 0.49% | −1,859−18.6% | Reduced |
| DeDora Capital, Inc. | 8,109 | $4.30M | 2.04% | +77+1.0% | Added |
| Arkadios Wealth Advisors | 8,107 | $4.30M | 0.57% | −4,649−36.4% | Reduced |
| Harrell Investment Partners, LLC | 8,096 | $4.29M | 1.69% | +453+5.9% | Added |
| Raab & Moskowitz Asset Management LLC | 8,048 | $4.27M | 1.62% | +313+4.0% | Added |
| AdvisorNet Financial, Inc | 8,037 | $4.26M | 0.42% | −5,944−42.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 8,034 | $4.26M | 0.64% | +235+3.0% | Added |
| Murphy Pohlad Asset Management LLC | 8,027 | $4.26M | 1.74% | −425−5.0% | Reduced |
| Sivik Global Healthcare LLC | 8,000 | $4.24M | 1.99% | −4,000−33.3% | Reduced |
| Simplify Asset Management Inc. | 7,997 | $4.24M | 0.72% | +644+8.8% | Added |
| Veriti Management LLC | 7,979 | $4.23M | 0.56% | +240+3.1% | Added |
| Ontario Teachers Pension Plan Board | 7,976 | $4.23M | 0.05% | +2,365+42.1% | Added |
| Larson Financial Group LLC | 7,957 | $4.22M | 0.50% | −726−8.4% | Reduced |
| River Wealth Advisors LLC | 7,933 | $4.21M | 0.81% | +1,539+24.1% | Added |
| Strategic Advisors LLC | 7,914 | $4.20M | 0.93% | +229+3.0% | Added |
| Eudaimonia Partners, LLC | 7,914 | $4.20M | 1.03% | +17+0.2% | Added |
| Affiance Financial, LLC | 7,899 | $4.19M | 1.70% | +82+1.0% | Added |
| Union Heritage Capital, LLC | 7,900 | $4.19M | 2.55% | 00.0% | Unchanged |
| Choate Investment Advisors | 7,894 | $4.19M | 0.25% | +715+10.0% | Added |
| VGI Partners Ltd | 7,875 | $4.18M | 0.98% | −1,981−20.1% | Reduced |
| West Branch Capital LLC | 7,861 | $4.17M | 2.57% | +10.0% | Added |
| Compton Wealth Advisory Group, LLC | 7,787 | $4.13M | 1.61% | +26+0.3% | Added |
| Decatur Capital Management, Inc. | 7,784 | $4.13M | 2.97% | 00.0% | Unchanged |
| TFG Advisers LLC | 7,779 | $4.12M | 2.12% | +328+4.4% | Added |
| Olstein Capital Management, L.P. | 7,750 | $4.11M | 0.64% | −950−10.9% | Reduced |
| NorthRock Partners, LLC | 7,745 | $4.11M | 0.47% | +46+0.6% | Added |
| Bensler, LLC | 7,744 | $4.11M | 0.91% | +89+1.2% | Added |
| Renasant Bank | 7,715 | $4.09M | 3.09% | +956+14.1% | Added |
| Piscataqua Savings Bank | 7,710 | $4.09M | 3.45% | −57−0.7% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 7,671 | $4.07M | 0.24% | +7,671 | New |
| Bollard Group LLC | 7,667 | $4.07M | 0.16% | +12+0.2% | Added |
| Miracle Mile Advisors, LLC | 7,661 | $4.06M | 0.14% | +3,588+88.1% | Added |
| Connecticut Wealth Management, LLC | 7,646 | $4.05M | 0.34% | −371−4.6% | Reduced |
| Hyman Charles D | 7,626 | $4.04M | 0.28% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 7,596 | $4.03M | 0.51% | +38+0.5% | Added |
| Forefront Wealth Management Inc. | 7,595 | $4.03M | 5.42% | +15+0.2% | Added |
| Elgethun Capital Management | 7,755 | $4.00M | 1.45% | −158−2.0% | Reduced |
| G&S Capital LLC | 7,544 | $4.00M | 1.77% | +284+3.9% | Added |
| Charles Carroll Financial Partners, LLC | 7,501 | $3.98M | 6.15% | 00.0% | Unchanged |
| Foster & Motley Inc | 7,484 | $3.97M | 0.34% | +47+0.6% | Added |
| Financial Advisory Service, Inc. | 7,479 | $3.97M | 0.45% | +299+4.2% | Added |
| Cypress Capital Group | 7,462 | $3.96M | 0.60% | +265+3.7% | Added |
| Delta Capital Management LLC | 7,450 | $3.95M | 2.88% | +40+0.5% | Added |
| Mattern Wealth Management LLC | 7,416 | $3.93M | 1.59% | +360+5.1% | Added |
| First Horizon Advisors, Inc. | 7,383 | $3.91M | 0.14% | −123−1.6% | Reduced |
| Beverly Hills Private Wealth, LLC | 7,375 | $3.91M | 1.71% | +7,375 | New |
| Page Arthur B | 7,372 | $3.91M | 3.84% | −76−1.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 7,358 | $3.90M | 0.03% | −2,322−24.0% | Reduced |
| Hohimer Wealth Management, LLC | 7,329 | $3.89M | 1.24% | −4−0.1% | Reduced |
| Harbour Investment Management LLC | 7,298 | $3.87M | 2.23% | −155−2.1% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 7,277 | $3.86M | 0.99% | +7,277 | New |
| Roanoke Asset Management Corp | 7,275 | $3.86M | 1.75% | −560−7.1% | Reduced |
| RDA Financial Network | 7,268 | $3.85M | 1.94% | −2,239−23.6% | Reduced |
| Oak Associates, Ltd | 7,250 | $3.84M | 0.32% | −700−8.8% | Reduced |
| Shorepoint Capital Partners LLC | 7,240 | $3.84M | 1.07% | +7,240 | New |
| Jackson Square Capital, LLC | 7,213 | $3.82M | 1.80% | −444−5.8% | Reduced |
| Proquility Private Wealth Partners, LLC | 7,213 | $3.82M | 1.57% | −44−0.6% | Reduced |
| Gouws Capital LLC | 7,197 | $3.82M | 3.59% | +192+2.7% | Added |
| Legacy CG, LLC | 7,197 | $3.82M | 2.24% | +53+0.7% | Added |
| True North Advisors, LLC | 7,177 | $3.81M | 1.30% | 00.0% | Unchanged |
| Greenline Partners, LLC | 7,174 | $3.80M | 0.75% | −3,633−33.6% | Reduced |
| Great Diamond Partners, LLC | 7,141 | $3.79M | 1.17% | −363−4.8% | Reduced |
| Advocate Group LLC | 7,125 | $3.78M | 0.81% | +28+0.4% | Added |
| Boenning & Scattergood, Inc. | 7,403 | $3.77M | 0.61% | +1,416+23.7% | Added |
| Royal Capital Wealth Management, LLC | 7,116 | $3.77M | 4.01% | −41−0.6% | Reduced |
| Family Legacy, Inc. | 7,643 | $3.76M | 1.65% | −134−1.7% | Reduced |