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 |
|---|---|---|---|---|---|
| Norinchukin Bank, The | 86,260 | $45.7M | 0.99% | −16,868−16.4% | Reduced |
| Davis R M Inc | 85,042 | $45.1M | 1.22% | +6,427+8.2% | Added |
| Hantz Financial Services, Inc. | 84,429 | $44.8M | 1.35% | +3,969+4.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 84,416 | $44.8M | 0.26% | −25,184−23.0% | Reduced |
| FDx Advisors, Inc. | 83,954 | $44.5M | 1.94% | +491+0.6% | Added |
| Silvant Capital Management LLC | 83,087 | $44.1M | 3.12% | −10,540−11.3% | Reduced |
| Premier Fund Managers Ltd | 83,000 | $44.0M | 1.71% | 00.0% | Unchanged |
| McKinley Capital Management LLC /Delaware | 82,140 | $43.5M | 5.83% | −1,646−2.0% | Reduced |
| Auxier Asset Management | 81,724 | $43.3M | 7.48% | −380.0% | Reduced |
| Atria Investments LLC | 80,889 | $42.9M | 0.88% | −352−0.4% | Reduced |
| Natixis | 80,452 | $42.7M | 0.25% | −83,369−50.9% | Reduced |
| Rafferty Asset Management, LLC | 80,392 | $42.6M | 0.36% | +30,348+60.6% | Added |
| SP Asset Management LLC | 80,253 | $42.5M | 5.70% | +80,253 | New |
| Ilmarinen Mutual Pension Insurance Co | 79,700 | $42.3M | 0.64% | +79,700 | New |
| Vigilant Capital Management, LLC | 79,510 | $42.2M | 3.60% | −2,321−2.8% | Reduced |
| Fullerton Fund Management Co Ltd. | 79,389 | $42.1M | 3.13% | −13,581−14.6% | Reduced |
| Securian Asset Management, Inc | 78,991 | $41.9M | 1.17% | +1,306+1.7% | Added |
| Provident Investment Management, Inc. | 78,872 | $41.8M | 4.96% | −1,426−1.8% | Reduced |
| South Dakota Investment Council | 78,613 | $41.7M | 0.93% | −3,706−4.5% | Reduced |
| Group One Trading, L.P. | 78,595 | $41.7M | 1.41% | +2,940+3.9% | Added |
| Stephens Inc | 78,454 | $41.6M | 0.85% | +3,654+4.9% | Added |
| Samlyn Capital, LLC | 78,063 | $41.4M | 0.81% | −17,531−18.3% | Reduced |
| Flputnam Investment Management Co | 77,854 | $41.3M | 1.50% | +312+0.4% | Added |
| Artemis Investment Management LLP | 77,178 | $41.1M | 0.47% | +37,778+95.9% | Added |
| Banco Santander, S.A. | 77,444 | $41.1M | 0.61% | +2,104+2.8% | Added |
| O'Shaughnessy Asset Management, LLC | 75,897 | $40.2M | 0.66% | +6,162+8.8% | Added |
| Beacon Pointe Advisors, LLC | 75,707 | $40.1M | 0.78% | +8,775+13.1% | Added |
| Douglas Lane & Associates, LLC | 74,998 | $39.8M | 0.66% | −3,909−5.0% | Reduced |
| Bailard, Inc. | 74,266 | $39.4M | 1.50% | +128+0.2% | Added |
| Guggenheim Capital LLC | 74,219 | $39.3M | 0.35% | +1,326+1.8% | Added |
| Walleye Trading LLC | 74,106 | $39.3M | 0.99% | +6,286+9.3% | Added |
| Kentucky Retirement Systems | 73,541 | $39.0M | 1.54% | +321+0.4% | Added |
| Achmea Investment Management B.V. | 78,359 | $38.9M | 1.31% | +10,339+15.2% | Added |
| Maryland State Retirement & Pension System | 73,317 | $38.9M | 1.14% | +73,317 | New |
| Central Trust Co | 72,852 | $38.6M | 1.19% | −3,581−4.7% | Reduced |
| Elo Mutual Pension Insurance Co | 72,411 | $38.4M | 1.32% | +1,949+2.8% | Added |
| Sit Investment Associates Inc | 72,337 | $38.4M | 1.07% | +4,170+6.1% | Added |
| Tokio Marine Asset Management Co Ltd | 72,317 | $38.3M | 2.99% | −5,737−7.4% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 72,297 | $38.3M | 1.47% | +72,297 | New |
| Cetera Investment Advisers | 71,703 | $38.0M | 0.35% | +29,082+68.2% | Added |
| Eastern Bank | 71,416 | $37.9M | 2.02% | −310.0% | Reduced |
| Cantor Fitzgerald, L. P. | 71,064 | $37.7M | 0.81% | +940+1.3% | Added |
| Peapack Gladstone Financial Corp | 70,114 | $37.2M | 0.73% | −2,465−3.4% | Reduced |
| Brinker Capital Investments, LLC | 70,053 | $37.1M | 0.74% | −2,372−3.3% | Reduced |
| Cumberland Partners Ltd | 69,796 | $37.0M | 3.90% | −5,606−7.4% | Reduced |
| Minneapolis Portfolio Management Group, LLC | 69,773 | $37.0M | 5.27% | −3,379−4.6% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 69,385 | $36.8M | 2.45% | −5,097−6.8% | Reduced |
| Chilton Capital Management LLC | 69,166 | $36.7M | 2.28% | +655+1.0% | Added |
| Williams Jones Wealth Management, LLC. | 69,029 | $36.6M | 0.61% | +542+0.8% | Added |
| PFS Investments Inc. | 68,720 | $36.4M | 0.68% | −1,704−2.4% | Reduced |
| Eagle Ridge Investment Management | 68,429 | $36.3M | 4.23% | −788−1.1% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 68,128 | $36.1M | 1.94% | −3,327−4.7% | Reduced |
| Chilton Investment Co LLC | 67,957 | $36.0M | 1.10% | +1,864+2.8% | Added |
| Manchester Global Management (UK) Ltd | 67,083 | $35.6M | 14.41% | +67,083 | New |
| Chartwell Investment Partners, LLC | 66,853 | $35.4M | 1.40% | −2,744−3.9% | Reduced |
| Synovus Financial Corp | 66,839 | $35.4M | 0.40% | +663+1.0% | Added |
| Vantage Investment Partners, LLC | 66,782 | $35.4M | 5.49% | +165+0.2% | Added |
| Pictet North America Advisors SA | 66,655 | $35.3M | 6.08% | −3,188−4.6% | Reduced |
| PGGM Investments | 66,491 | $35.3M | 0.62% | +114+0.2% | Added |
| Bowie Capital Management, LLC | 66,141 | $35.1M | 5.29% | +7,544+12.9% | Added |
| Raymond James Trust N.A. | 66,087 | $35.0M | 1.18% | −399−0.6% | Reduced |
| Maple Capital Management, Inc. | 65,289 | $34.6M | 4.58% | +224+0.3% | Added |
| Fiduciary Trust Co | 65,177 | $34.6M | 0.67% | −835−1.3% | Reduced |
| Montag & Caldwell, LLC | 65,166 | $34.5M | 5.01% | −1,901−2.8% | Reduced |
| Wesbanco Bank Inc | 65,119 | $34.5M | 1.54% | +30,796+89.7% | Added |
| ClariVest Asset Management LLC | 65,099 | $34.5M | 1.66% | −1,713−2.6% | Reduced |
| Farmers & Merchants Investments Inc | 64,633 | $34.3M | 1.41% | −1,150−1.7% | Reduced |
| WestEnd Advisors, LLC | 64,518 | $34.2M | 1.12% | −4,003−5.8% | Reduced |
| Galvin, Gaustad & Stein, LLC | 63,838 | $33.8M | 3.41% | −3,439−5.1% | Reduced |
| Associated Banc-Corp | 63,758 | $33.8M | 1.41% | −142−0.2% | Reduced |
| AltraVue Capital, LLC | 63,600 | $33.7M | 4.72% | 00.0% | Unchanged |
| Ieq Capital, LLC | 63,459 | $33.6M | 0.94% | +10,281+19.3% | Added |
| Petrus Trust Company, LTA | 62,768 | $33.3M | 4.23% | +402+0.6% | Added |
| Prudential PLC | 62,622 | $33.2M | 0.42% | +32,037+104.7% | Added |
| Aureus Asset Management, LLC | 62,022 | $32.9M | 2.84% | −1,081−1.7% | Reduced |
| Rockland Trust Co | 61,728 | $32.7M | 2.08% | −911−1.5% | Reduced |
| GWM Advisors LLC | 158,060 | $32.6M | 0.88% | +13,057+9.0% | Added |
| CWM, LLC | 61,359 | $32.5M | 0.24% | −3,155−4.9% | Reduced |
| Guardian Capital LP | 61,219 | $32.5M | 1.07% | −1,016−1.6% | Reduced |
| Oppenheimer & Co Inc | 60,780 | $32.2M | 0.73% | +4,766+8.5% | Added |
| Wedgewood Partners Inc | 60,622 | $32.1M | 5.90% | −245−0.4% | Reduced |
| StonePine Asset Management Inc. | 60,513 | $32.1M | 6.02% | +60,513 | New |
| Heritage Investors Management Corp | 60,469 | $32.1M | 1.46% | −2,020−3.2% | Reduced |
| Louisiana State Employees Retirement System | 60,400 | $32.0M | 0.88% | +500+0.8% | Added |
| TownSquare Capital, LLC | 60,234 | $31.9M | 0.79% | +865+1.5% | Added |
| Campbell Newman Asset Management Inc | 59,832 | $31.7M | 3.16% | +436+0.7% | Added |
| Vestor Capital, LLC | 59,817 | $31.7M | 3.82% | −716−1.2% | Reduced |
| Sabal Trust CO | 59,718 | $31.7M | 2.16% | −951−1.6% | Reduced |
| Snowden Capital Advisors LLC | 59,384 | $31.5M | 1.32% | +2,583+4.5% | Added |
| Illinois Municipal Retirement Fund | 58,841 | $31.2M | 0.70% | 00.0% | Unchanged |
| First Foundation Advisors | 58,717 | $31.1M | 1.49% | −15,575−21.0% | Reduced |
| Systematic Alpha Investments, LLC | 58,323 | $30.9M | 1.57% | 00.0% | Unchanged |
| Old National Bancorp | 58,274 | $30.9M | 0.97% | −2,417−4.0% | Reduced |
| Fulton Breakefield Broenniman LLC | 57,880 | $30.7M | 2.72% | −10,594−15.5% | Reduced |
| Locust Wood Capital Advisers, LLC | 57,685 | $30.6M | 2.14% | −954−1.6% | Reduced |
| Shell Asset Management Co | 57,256 | $30.4M | 1.33% | −12,709−18.2% | Reduced |
| Focus Financial Network, Inc. | 57,243 | $30.3M | 2.47% | +1,053+1.9% | Added |
| NewEdge Wealth, LLC | 57,216 | $30.3M | 1.31% | +2,215+4.0% | Added |
| Granite Investment Partners, LLC | 56,527 | $30.0M | 1.25% | −1,418−2.4% | Reduced |
| RMB Capital Management, LLC | 56,350 | $29.9M | 1.06% | −4,114−6.8% | Reduced |