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 |
|---|---|---|---|---|---|
| Sepio Capital, LP | 7,092 | $3.76M | 0.32% | +35+0.5% | Added |
| Valley Brook Capital Group | 7,091 | $3.76M | 3.60% | +11+0.2% | Added |
| Little House Capital LLC | 7,084 | $3.76M | 1.86% | +1,349+23.5% | Added |
| Wrapmanager Inc | 7,064 | $3.75M | 1.20% | +25+0.4% | Added |
| Harbour Investments, Inc. | 7,051 | $3.74M | 0.23% | −3,159−30.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 7,043 | $3.73M | 0.06% | +1,683+31.4% | Added |
| Abbrea Capital, LLC | 7,018 | $3.72M | 0.67% | +165+2.4% | Added |
| Alpha Square Group S, LLC | 7,000 | $3.71M | 2.02% | +1,200+20.7% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 7,000 | $3.71M | 2.59% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 7,639 | $3.71M | 1.19% | −662−8.0% | Reduced |
| We Are One Seven, LLC | 6,979 | $3.70M | 0.37% | −136−1.9% | Reduced |
| BNC Wealth Management, LLC | 6,977 | $3.70M | 2.19% | −25−0.4% | Reduced |
| Sentry Investment Management LLC | 6,975 | $3.70M | 1.63% | +456+7.0% | Added |
| Davis-Rea Ltd. | 6,973 | $3.70M | 2.31% | −50−0.7% | Reduced |
| Barings LLC | 6,971 | $3.70M | 0.13% | −162−2.3% | Reduced |
| MPS Loria Financial Planners, LLC | 6,967 | $3.69M | 1.64% | −72−1.0% | Reduced |
| Merit Financial Group, LLC | 6,902 | $3.66M | 0.13% | +1,377+24.9% | Added |
| Cypress Asset Management Inc | 6,858 | $3.64M | 1.32% | −205−2.9% | Reduced |
| IHT Wealth Management, LLC | 6,810 | $3.61M | 0.23% | −1,106−14.0% | Reduced |
| Berkshire Bank | 6,795 | $3.60M | 1.10% | −340−4.8% | Reduced |
| Condor Capital Management | 6,790 | $3.60M | 0.45% | +197+3.0% | Added |
| Forum Financial Management, LP | 6,726 | $3.57M | 0.12% | −10.0% | Reduced |
| Principle Wealth Partners LLC | 6,717 | $3.56M | 0.40% | −105−1.5% | Reduced |
| Pinkerton Retirement Specialists, LLC | 6,715 | $3.56M | 0.77% | −355−5.0% | Reduced |
| Pathway Financial Advisers, LLC | 6,687 | $3.55M | 1.44% | +6,687 | New |
| Laurel Wealth Advisors, Inc. | 6,682 | $3.54M | 0.35% | −101−1.5% | Reduced |
| Stokes Family Office, LLC | 6,683 | $3.54M | 0.46% | +39+0.6% | Added |
| Ronald Blue Trust, Inc. | 7,012 | $3.54M | 0.06% | +3,511+100.3% | Added |
| Wunderlich Capital Managemnt | 6,671 | $3.54M | 1.97% | −88−1.3% | Reduced |
| Chemistry Wealth Management LLC | 6,654 | $3.53M | 1.37% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 6,652 | $3.53M | 0.55% | 00.0% | Unchanged |
| IFP Advisors, Inc | 20,111 | $3.50M | 0.11% | +211+1.1% | Added |
| Legacy Wealth Management, LLC | 6,604 | $3.50M | 2.08% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 6,598 | $3.50M | 0.28% | −549−7.7% | Reduced |
| Legato Capital Management LLC | 6,596 | $3.50M | 0.67% | +6,596 | New |
| DF Dent & Co Inc | 6,595 | $3.50M | 0.05% | −218−3.2% | Reduced |
| Shepherd Financial Partners LLC | 6,587 | $3.49M | 0.63% | +75+1.2% | Added |
| Hartline Investment Corp | 6,574 | $3.49M | 0.79% | +5,508+516.7% | Added |
| Elmwood Wealth Management, Inc. | 6,541 | $3.47M | 1.74% | −40−0.6% | Reduced |
| Arabesque Asset Management Ltd | 6,536 | $3.47M | 1.17% | +1,869+40.0% | Added |
| Blueprint Investment Partners LLC | 6,527 | $3.46M | 0.75% | +471+7.8% | Added |
| Otter Creek Advisors, LLC | 6,500 | $3.45M | 3.07% | +6,500 | New |
| Notis-McConarty Edward | 6,495 | $3.44M | 1.43% | +136+2.1% | Added |
| Journey Advisory Group, LLC | 6,477 | $3.43M | 0.85% | +206+3.3% | Added |
| Harvest Fund Management Co., Ltd | 6,471 | $3.43M | 0.88% | +1,736+36.7% | Added |
| Studio Investment Management LLC | 6,465 | $3.43M | 1.11% | −197−3.0% | Reduced |
| Shaker Investments LLC | 6,462 | $3.43M | 2.13% | +6,462 | New |
| Wealth Alliance | 6,456 | $3.42M | 0.61% | −849−11.6% | Reduced |
| Paradigm Asset Management Co LLC | 6,445 | $3.42M | 0.96% | +2,200+51.8% | Added |
| Parisi Gray Wealth Management | 6,440 | $3.41M | 1.68% | +3,024+88.5% | Added |
| Rossmore Private Capital | 6,435 | $3.41M | 0.55% | −19−0.3% | Reduced |
| Gofen & Glossberg LLC | 6,412 | $3.40M | 0.09% | +391+6.5% | Added |
| Patten Group, Inc. | 6,389 | $3.39M | 1.06% | −317−4.7% | Reduced |
| TCWP LLC | 6,386 | $3.39M | 0.69% | −699−9.9% | Reduced |
| Investment Research & Advisory Group, Inc. | 6,379 | $3.38M | 2.25% | −18−0.3% | Reduced |
| Occidental Asset Management, LLC | 6,354 | $3.37M | 0.92% | +332+5.5% | Added |
| Greenfield Savings Bank | 6,315 | $3.35M | 2.21% | −39−0.6% | Reduced |
| Atlas Private Wealth Management | 6,312 | $3.35M | 1.54% | +414+7.0% | Added |
| Burleson & Company, LLC | 6,310 | $3.35M | 0.84% | +531+9.2% | Added |
| Gibson Wealth Advisors LLC | 6,300 | $3.34M | 0.06% | +6,200+6,200.0% | Added |
| Rehmann Capital Advisory Group | 6,289 | $3.33M | 0.34% | −7−0.1% | Reduced |
| Phoenix Holdings Ltd. | 6,289 | $3.33M | 0.06% | +605+10.6% | Added |
| S.E.E.D. Planning Group LLC | 6,259 | $3.32M | 1.44% | −32−0.5% | Reduced |
| Wealth Architects, LLC | 6,232 | $3.30M | 0.63% | −27−0.4% | Reduced |
| Eads & Heald Wealth Management | 6,229 | $3.30M | 1.68% | −89−1.4% | Reduced |
| San Luis Wealth Advisors LLC | 6,220 | $3.30M | 3.08% | +795+14.7% | Added |
| Griffin Asset Management, Inc. | 6,207 | $3.29M | 0.50% | −483−7.2% | Reduced |
| Birch Capital Management, LLC | 6,189 | $3.28M | 2.26% | −314−4.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 6,226 | $3.28M | 0.36% | +2,111+51.3% | Added |
| Carret Asset Management, LLC | 6,178 | $3.28M | 0.45% | 00.0% | Unchanged |
| Summit X, LLC | 6,356 | $3.27M | 0.94% | +487+8.3% | Added |
| Flagship Harbor Advisors, LLC | 6,149 | $3.26M | 0.33% | +66+1.1% | Added |
| SevenBridge Financial Group, LLC | 6,137 | $3.25M | 0.95% | −39−0.6% | Reduced |
| Brady Family Wealth, LLC | 6,134 | $3.25M | 1.34% | +6,134 | New |
| Caldwell Investment Management Ltd. | 6,121 | $3.25M | 3.43% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 6,129 | $3.25M | 2.05% | +23+0.4% | Added |
| Strategic Wealth Partners, Ltd. | 6,128 | $3.25M | 0.60% | +209+3.5% | Added |
| Northside Capital Management, LLC | 6,117 | $3.24M | 0.97% | +828+15.7% | Added |
| MU Investments Co., Ltd. | 6,120 | $3.24M | 4.16% | −1,660−21.3% | Reduced |
| NVWM, LLC | 6,115 | $3.24M | 1.18% | −102−1.6% | Reduced |
| Investment Management Corp of Ontario | 6,109 | $3.24M | 0.16% | +6,109 | New |
| Pinnacle Wealth Planning Services, Inc. | 6,089 | $3.23M | 0.57% | −127−2.0% | Reduced |
| Johnson Financial Group, Inc. | 6,088 | $3.23M | 0.26% | −36−0.6% | Reduced |
| Cooke & Bieler LP | 6,070 | $3.22M | 0.03% | −699−10.3% | Reduced |
| Next Century Growth Investors LLC | 6,068 | $3.22M | 0.39% | −30.0% | Reduced |
| Bank Hapoalim BM | 6,061 | $3.21M | 0.40% | +214+3.7% | Added |
| Canandaigua National Corp | 6,059 | $3.21M | 0.55% | +270+4.7% | Added |
| Alerus Financial NA | 6,055 | $3.21M | 0.29% | −10,223−62.8% | Reduced |
| Kovack Advisors, Inc. | 6,052 | $3.21M | 0.47% | +1,525+33.7% | Added |
| Heartland Bank & Trust Co | 6,050 | $3.21M | 2.37% | −325−5.1% | Reduced |
| AIMZ Investment Advisors, LLC | 6,046 | $3.21M | 1.51% | −310−4.9% | Reduced |
| Fiduciary Alliance LLC | 6,045 | $3.21M | 0.83% | +6,045 | New |
| Wealthsource Partners, LLC | 6,008 | $3.19M | 0.23% | +329+5.8% | Added |
| Farmers Trust Co | 6,006 | $3.18M | 0.71% | +34+0.6% | Added |
| Aubrey Capital Management Ltd | 6,000 | $3.18M | 2.55% | −600−9.1% | Reduced |
| Monetta Financial Services Inc | 6,000 | $3.18M | 3.67% | 00.0% | Unchanged |
| Capital City Trust Co | 5,982 | $3.17M | 1.05% | −39−0.6% | Reduced |
| Transcend Wealth Collective, LLC | 5,970 | $3.17M | 0.34% | −305−4.9% | Reduced |
| WealthShield Partners, LLC | 5,963 | $3.16M | 0.61% | +963+19.3% | Added |
| Fukoku Mutual Life Insurance Co | 5,953 | $3.16M | 0.27% | +400+7.2% | Added |