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
- 3,160
- +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
- 1,218 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 | 3,055 | $202.4B |
| Q4 2025 | 3,312 | $248.2B |
| Q3 2025 | 3,169 | $253.5B |
| Q2 2025 | 3,186 | $241.1B |
| Q1 2025 | 3,614 | $424.3B |
| Q4 2024 | 3,685 | $409.5B |
| Q3 2024 | 3,477 | $474.6B |
| Q2 2024 | 3,407 | $411.9B |
| Q1 2024 | 3,385 | $398.9B |
| Q4 2023 | 3,422 | $428.0B |
| Q3 2023 | 3,145 | $407.5B |
| Q2 2023 | 3,137 | $388.4B |
| Q1 2023 | 3,115 | $383.6B |
| Q4 2022 | 3,160 | $434.2B |
| Q3 2022 | 2,999 | $413.5B |
| Q2 2022 | 2,965 | $422.0B |
| Q1 2022 | 2,966 | $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 |
|---|---|---|---|---|---|
| Appaloosa LPSuperinvestorAppaloosa | 150,000 | $79.5M | 5.90% | 00.0% | Unchanged |
| Marsico Capital Management LLC | 149,638 | $79.3M | 4.10% | +12,578+9.2% | Added |
| Umb Bank N A | 148,004 | $78.5M | 1.24% | −2,242−1.5% | Reduced |
| Varma Mutual Pension Insurance Co | 147,022 | $77.9M | 1.10% | +3,280+2.3% | Added |
| James Hambro & Partners | 146,083 | $77.5M | 5.92% | −7,289−4.8% | Reduced |
| Alberta Investment Management Corp | 144,531 | $76.6M | 0.68% | −47,567−24.8% | Reduced |
| Vaughan David Investments LLC | 143,615 | $76.1M | 2.27% | −1,447−1.0% | Reduced |
| Mercer Global Advisors Inc | 143,383 | $76.0M | 0.38% | +6,561+4.8% | Added |
| Employees Retirement System of Texas | 143,096 | $75.9M | 1.10% | +2,492+1.8% | Added |
| State of Alaska, Department of Revenue | 142,990 | $75.8M | 0.94% | +3,202+2.3% | Added |
| Comerica Bank | 155,976 | $75.7M | 0.59% | −1,550−1.0% | Reduced |
| United Capital Financial Advisers, LLC | 142,343 | $75.5M | 0.42% | +537+0.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 141,428 | $74.8M | 1.09% | +60,429+74.6% | Added |
| Mutual of America Capital Management LLC | 140,560 | $74.5M | 0.93% | +3,607+2.6% | Added |
| Federated Hermes, Inc. | 139,384 | $73.9M | 0.20% | −8,581−5.8% | Reduced |
| New York Life Investment Management LLC | 138,947 | $73.7M | 0.84% | −139−0.1% | Reduced |
| Swiss Life Asset Management Ltd | 138,177 | $73.3M | 1.22% | −1,741−1.2% | Reduced |
| Colony Group LLC | 137,229 | $72.8M | 1.02% | +6,476+5.0% | Added |
| Erste Asset Management GmbH | 136,941 | $72.6M | 1.53% | +5,038+3.8% | Added |
| La Financiere de L'Echiquier | 136,842 | $72.6M | 4.58% | +35,656+35.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 135,938 | $72.1M | 0.37% | −300.0% | Reduced |
| Cambridge Trust Co | 133,678 | $70.9M | 3.17% | −2,080−1.5% | Reduced |
| Financial Counselors Inc | 133,449 | $70.8M | 1.59% | +2,813+2.2% | Added |
| Texas Permanent School Fund | 132,753 | $70.4M | 1.07% | +402+0.3% | Added |
| Kestra Advisory Services, LLC | 132,324 | $70.2M | 0.62% | +3,964+3.1% | Added |
| Worldquant Millennium Advisors LLC | 131,754 | $69.9M | 1.59% | +68,248+107.5% | Added |
| MML Investors Services, LLC | 131,015 | $69.5M | 0.46% | +2,776+2.2% | Added |
| Bradley Foster & Sargent Inc | 130,954 | $69.4M | 1.74% | +1,114+0.9% | Added |
| Tiaa, FSB | 128,588 | $68.2M | 0.27% | +4,952+4.0% | Added |
| Yousif Capital Management, LLC | 128,421 | $68.1M | 0.89% | +1,691+1.3% | Added |
| Zacks Investment Management | 127,634 | $67.7M | 0.94% | +17,983+16.4% | Added |
| United Services Automobile Association | 126,683 | $67.2M | 1.54% | −2,173−1.7% | Reduced |
| Thrivent Financial for Lutherans | 126,259 | $66.9M | 0.17% | +14,766+13.2% | Added |
| Quadrature Capital Ltd | 125,817 | $66.7M | 1.98% | +83,548+197.7% | Added |
| Commerce Bank | 125,119 | $66.3M | 0.54% | +4,382+3.6% | Added |
| Nippon Life Global Investors Americas, Inc. | 125,010 | $66.3M | 4.37% | +80+0.1% | Added |
| Consulta Ltd | 125,000 | $66.3M | 5.69% | +47,500+61.3% | Added |
| Bartlett & Co. Wealth Management LLC | 123,879 | $65.7M | 1.32% | +3,294+2.7% | Added |
| Bartlett & Co. LLC | 123,879 | $65.7M | 1.32% | +3,294+2.7% | Added |
| Steward Partners Investment Advisory, LLC | 123,615 | $65.5M | 1.12% | +2,740+2.3% | Added |
| Menora Mivtachim Holdings Ltd. | 123,000 | $65.2M | 1.10% | +123,000 | New |
| Cetera Advisor Networks LLC | 122,166 | $64.8M | 0.52% | +40,519+49.6% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 120,479 | $63.9M | 4.83% | −1,527−1.3% | Reduced |
| Connectus Wealth, LLC | 120,381 | $63.9M | 1.68% | −1,752−1.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 119,932 | $63.6M | 1.21% | +13,210+12.4% | Added |
| Martingale Asset Management L P | 119,586 | $63.4M | 1.24% | −11,057−8.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 118,554 | $62.9M | 1.07% | +13,830+13.2% | Added |
| Cookson Peirce & Co Inc | 118,305 | $62.7M | 4.08% | +2,303+2.0% | Added |
| Federation des caisses Desjardins du Quebec | 118,222 | $62.7M | 0.74% | +2,308+2.0% | Added |
| Morningstar Investment Services LLC | 122,823 | $62.4M | 0.85% | −3,127−2.5% | Reduced |
| Davis Selected Advisers | 116,177 | $61.6M | 0.42% | −6,214−5.1% | Reduced |
| MAI Capital Management | 116,151 | $61.6M | 1.04% | +1,245+1.1% | Added |
| PFM Health Sciences, LP | 116,067 | $61.5M | 2.60% | +4,513+4.0% | Added |
| First Long Island Investors, LLC | 116,015 | $61.5M | 6.45% | −569−0.5% | Reduced |
| Sands Capital Management, LLC | 115,485 | $61.2M | 0.23% | −80,209−41.0% | Reduced |
| Border to Coast Pensions Partnership Ltd | 114,099 | $60.5M | 1.94% | −7,000−5.8% | Reduced |
| Polar Capital Holdings Plc | 113,445 | $60.1M | 0.48% | −44,676−28.3% | Reduced |
| Van Eck Associates Corp | 112,809 | $59.8M | 0.15% | +1,102+1.0% | Added |
| Cornerstone Advisors, LLC | 112,100 | $59.4M | 2.93% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 111,751 | $59.3M | 0.87% | +78,555+236.6% | Added |
| AE Wealth Management LLC | 111,766 | $59.3M | 0.43% | +12,529+12.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 111,711 | $59.2M | 1.37% | +44,237+65.6% | Added |
| Oppenheimer Asset Management Inc. | 111,347 | $59.0M | 0.95% | −1,437−1.3% | Reduced |
| Nicholas Company, Inc. | 111,270 | $59.0M | 1.26% | −250.0% | Reduced |
| Industrial Alliance Investment Management Inc. | 111,124 | $58.9M | 1.64% | −10,505−8.6% | Reduced |
| Polaris Capital Management, LLC | 110,456 | $58.6M | 2.04% | +1,800+1.7% | Added |
| Credential Qtrade Securities Inc. | 109,958 | $58.3M | 4.18% | +1,730+1.6% | Added |
| Czech National Bank | 109,411 | $58.0M | 1.54% | +696+0.6% | Added |
| Harvest Portfolios Group Inc. | 108,275 | $57.4M | 3.30% | +108,275 | New |
| Jane Street Group, LLC | 106,348 | $56.4M | 0.11% | −134,543−55.9% | Reduced |
| Bridges Investment Management Inc | 105,774 | $56.1M | 2.06% | −446−0.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 105,597 | $56.0M | 1.31% | +22,245+26.7% | Added |
| Cornerstone Investment Partners, LLC | 105,538 | $56.0M | 3.60% | −917−0.9% | Reduced |
| Gabelli Funds LLC | 105,375 | $55.9M | 0.43% | −26,115−19.9% | Reduced |
| Cercano Management LLC | 104,185 | $55.2M | 2.25% | +104,185 | New |
| Alyeska Investment Group, L.P. | 102,754 | $54.5M | 0.56% | +654+0.6% | Added |
| E. Ohman J:or Asset Management AB | 101,770 | $54.0M | 2.36% | +27,810+37.6% | Added |
| Abeille Asset Management SA | 105,240 | $53.9M | 2.77% | −510−0.5% | Reduced |
| Adams Diversified Equity Fund, Inc. | 99,300 | $52.6M | 2.52% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 98,570 | $52.3M | 1.52% | +9,313+10.4% | Added |
| Hardman Johnston Global Advisors LLC | 98,283 | $52.1M | 2.04% | −5,850−5.6% | Reduced |
| Bokf, NA | 97,505 | $51.7M | 0.95% | −1,167−1.2% | Reduced |
| NS Partners Ltd | 97,479 | $51.7M | 3.12% | +1,190+1.2% | Added |
| Commerzbank Aktiengesellschaft | 97,475 | $51.7M | 3.22% | −5,397−5.2% | Reduced |
| Hudson Bay Capital Management LP | 97,000 | $51.4M | 0.60% | +97,000 | New |
| Hartford Investment Management Co | 95,598 | $50.7M | 1.54% | −493−0.5% | Reduced |
| Capital International Inc | 95,525 | $50.6M | 1.09% | −2,282−2.3% | Reduced |
| Payden & Rygel | 95,210 | $50.5M | 2.69% | +1,100+1.2% | Added |
| Smith Chas P & Associates Pa Cpas | 94,966 | $50.3M | 3.57% | +30.0% | Added |
| Lido Advisors, LLC | 93,473 | $49.6M | 0.88% | +9,061+10.7% | Added |
| Ziegler Capital Management, LLC | 92,175 | $48.9M | 2.05% | −2,337−2.5% | Reduced |
| Wealthfront Advisers LLC | 92,090 | $48.8M | 0.24% | −4,889−5.0% | Reduced |
| Capital Advisors Inc | 91,359 | $48.4M | 1.37% | +1,347+1.5% | Added |
| Bowen Hanes & Co Inc | 90,464 | $48.0M | 1.70% | +400.0% | Added |
| Castleark Management LLC | 90,350 | $47.9M | 2.50% | +22,670+33.5% | Added |
| Woodley Farra Manion Portfolio Management Inc | 89,548 | $47.5M | 3.44% | −27,778−23.7% | Reduced |
| Todd Asset Management LLC | 87,355 | $46.3M | 1.13% | −694−0.8% | Reduced |
| Liontrust Investment Partners LLP | 86,868 | $46.1M | 0.82% | −5,500−6.0% | Reduced |
| Heritage Wealth Advisors | 86,344 | $45.8M | 2.65% | +2,303+2.7% | Added |
| Whittier Trust Co | 86,279 | $45.7M | 0.89% | +996+1.2% | Added |