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 |
|---|---|---|---|---|---|
| Dana Investment Advisors, Inc. | 56,193 | $29.8M | 1.56% | +195+0.3% | Added |
| Northwest & Ethical Investments L.P. | 55,978 | $29.7M | 1.02% | +12,499+28.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 55,960 | $29.7M | 0.09% | +5,333+10.5% | Added |
| Palisade Asset Management, LLC | 55,586 | $29.5M | 3.38% | +19,630+54.6% | Added |
| RBF Capital, LLC | 55,000 | $29.2M | 2.20% | 00.0% | Unchanged |
| Penn Davis McFarland Inc | 54,322 | $28.8M | 5.65% | −768−1.4% | Reduced |
| JustInvest LLC | 54,319 | $28.8M | 1.19% | +2,748+5.3% | Added |
| National Asset Management, Inc. | 54,004 | $28.6M | 0.80% | +1,775+3.4% | Added |
| DuPont Capital Management Corp | 53,122 | $28.2M | 1.33% | +26,462+99.3% | Added |
| Boston Private Wealth LLC | 52,892 | $28.0M | 0.38% | −13,329−20.1% | Reduced |
| Renaissance Group LLC | 52,781 | $28.0M | 1.37% | +220+0.4% | Added |
| Congress Wealth Management LLC | 52,725 | $28.0M | 0.72% | −80−0.2% | Reduced |
| D'Orazio & Associates, Inc. | 52,620 | $27.9M | 6.61% | −92−0.2% | Reduced |
| First National Trust Co | 51,993 | $27.6M | 1.46% | +28+0.1% | Added |
| Metropolitan Life Insurance Co | 51,849 | $27.5M | 1.23% | −3,010−5.5% | Reduced |
| Burney Co | 51,841 | $27.5M | 1.39% | −5,962−10.3% | Reduced |
| Braun Stacey Associates Inc | 51,157 | $27.1M | 1.55% | −2,707−5.0% | Reduced |
| Chesley Taft & Associates LLC | 51,127 | $27.1M | 1.87% | +15,883+45.1% | Added |
| Engle Capital Management, L.P. | 51,000 | $27.0M | 12.16% | +7,000+15.9% | Added |
| Sawgrass Asset Management LLC | 50,925 | $27.0M | 3.70% | −59−0.1% | Reduced |
| Port Capital LLC | 50,769 | $26.9M | 1.95% | +9,500+23.0% | Added |
| Community Trust & Investment Co | 50,649 | $26.9M | 2.44% | −1,534−2.9% | Reduced |
| Blue Chip Partners, Inc. | 50,637 | $26.8M | 3.34% | −2,636−4.9% | Reduced |
| Vident Investment Advisory, LLC | 50,503 | $26.8M | 1.01% | +4,173+9.0% | Added |
| Massmutual Trust Co FSB | 50,408 | $26.7M | 1.10% | +138+0.3% | Added |
| Stack Financial Management, Inc | 50,385 | $26.7M | 2.69% | +566+1.1% | Added |
| Cohen Capital Management, Inc. | 49,764 | $26.4M | 5.37% | −1,344−2.6% | Reduced |
| Summit Partners Public Asset Management, LLC | 49,430 | $26.2M | 1.91% | +22,569+84.0% | Added |
| Garrison Bradford & Associates Inc | 49,188 | $26.1M | 31.64% | −1,635−3.2% | Reduced |
| Aptus Capital Advisors, LLC | 49,126 | $26.0M | 0.86% | −541−1.1% | Reduced |
| Advisor Partners II, LLC | 49,094 | $26.0M | 1.62% | +3,415+7.5% | Added |
| Moran Wealth Management, LLC | 48,948 | $26.0M | 0.99% | +48,948 | New |
| La Banque Postale Asset Management SA | 48,669 | $25.8M | 0.74% | +48,669 | New |
| North Point Portfolio Managers Corp | 48,422 | $25.7M | 4.31% | +242+0.5% | Added |
| united american securities inc. (d/b/a uas asset management) | 47,637 | $25.3M | 8.95% | +17,381+57.4% | Added |
| Private Capital Advisors, Inc. | 47,629 | $25.3M | 4.33% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 47,396 | $25.1M | 0.45% | +2,986+6.7% | Added |
| Suncoast Equity Management | 46,822 | $24.8M | 4.56% | −1,211−2.5% | Reduced |
| Atria Wealth Solutions, Inc. | 46,503 | $24.7M | 0.40% | +5,656+13.8% | Added |
| Exencial Wealth Advisors, LLC | 46,464 | $24.6M | 1.34% | +5,454+13.3% | Added |
| Overbrook Management Corp | 46,302 | $24.5M | 7.14% | +1,704+3.8% | Added |
| Beacon Investment Advisory Services, Inc. | 46,243 | $24.5M | 1.26% | −557−1.2% | Reduced |
| Banque Cantonale Vaudoise | 46,135 | $24.5M | 1.28% | +25,085+119.2% | Added |
| Lockheed Martin Investment Management Co | 46,097 | $24.4M | 1.62% | +1,970+4.5% | Added |
| Assetmark, Inc | 45,885 | $24.3M | 0.11% | +7,840+20.6% | Added |
| Trust Co of Virginia | 45,605 | $24.2M | 2.75% | −1,182−2.5% | Reduced |
| Azimuth Capital Investment Management LLC | 45,602 | $24.2M | 1.23% | −329−0.7% | Reduced |
| Callahan Advisors, LLC | 45,475 | $24.1M | 3.30% | −2,264−4.7% | Reduced |
| Trexquant Investment LP | 45,421 | $24.1M | 0.68% | +39,724+697.3% | Added |
| Ethic Inc. | 45,414 | $24.1M | 1.30% | +1,114+2.5% | Added |
| Hancock Whitney Corp | 45,236 | $24.0M | 0.93% | +15,386+51.5% | Added |
| Gluskin Sheff & Assoc Inc | 45,229 | $24.0M | 1.35% | −5,352−10.6% | Reduced |
| Alpha Cubed Investments, LLC | 45,169 | $23.9M | 1.81% | +4,879+12.1% | Added |
| Clough Capital Partners L P | 44,921 | $23.8M | 2.41% | +22,590+101.2% | Added |
| Allstate Corp | 44,714 | $23.7M | 0.72% | +466+1.1% | Added |
| Allstate Investment Management Co | 44,714 | $23.7M | 0.72% | +44,714 | New |
| New Mexico Educational Retirement Board | 44,620 | $23.7M | 1.27% | −3,300−6.9% | Reduced |
| Baader Bank INC | 44,462 | $23.6M | 2.17% | +1,111+2.6% | Added |
| Front Barnett Associates LLC | 44,092 | $23.4M | 2.95% | −170.0% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 43,797 | $23.2M | 0.93% | +240+0.6% | Added |
| Calamos Wealth Management LLC | 43,774 | $23.2M | 1.81% | −342−0.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 43,755 | $23.2M | 1.13% | −950−2.1% | Reduced |
| Longbow Finance SA | 43,715 | $23.2M | 3.12% | +43,715 | New |
| First American Bank | 43,617 | $23.1M | 2.22% | +813+1.9% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 43,539 | $23.1M | 2.26% | −308−0.7% | Reduced |
| Bridgeway Capital Management, LLC | 43,320 | $23.0M | 0.59% | +4,135+10.6% | Added |
| Freestone Capital Holdings, LLC | 43,174 | $22.9M | 1.05% | −1,812−4.0% | Reduced |
| First Eagle Investment Management, LLC | 43,088 | $22.8M | 0.06% | −23,754−35.5% | Reduced |
| Colonial Trust Advisors | 42,863 | $22.7M | 2.79% | −396−0.9% | Reduced |
| Waverton Investment Management Ltd | 42,658 | $22.6M | 0.83% | +8,238+23.9% | Added |
| De Burlo Group Inc | 42,430 | $22.5M | 5.03% | −3,300−7.2% | Reduced |
| Gladius Capital Management LP | 42,359 | $22.5M | 7.11% | +22,231+110.4% | Added |
| Hemenway Trust Co LLC | 42,323 | $22.4M | 2.49% | −1,278−2.9% | Reduced |
| Narwhal Capital Management | 42,210 | $22.4M | 2.98% | +707+1.7% | Added |
| Raub Brock Capital Management LP | 42,194 | $22.4M | 4.57% | −7,136−14.5% | Reduced |
| Bamco Inc | 42,188 | $22.4M | 0.08% | +2,654+6.7% | Added |
| Picton Mahoney Asset Management | 42,133 | $22.3M | 1.15% | −439−1.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 42,066 | $22.3M | 0.88% | +51+0.1% | Added |
| Core Alternative Capital | 41,785 | $22.2M | 2.82% | +4,959+13.5% | Added |
| Mill Capital Management, LLC | 41,578 | $22.0M | 2.42% | +350+0.8% | Added |
| Citizens Financial Group Inc | 41,257 | $21.9M | 0.85% | −1,567−3.7% | Reduced |
| Bleakley Financial Group, LLC | 41,010 | $21.7M | 0.78% | +41,010 | New |
| Pittenger & Anderson Inc | 40,971 | $21.7M | 1.19% | +932+2.3% | Added |
| Vestcor Inc | 40,946 | $21.7M | 0.80% | +86+0.2% | Added |
| Advisors Asset Management, Inc. | 40,939 | $21.7M | 0.45% | −954−2.3% | Reduced |
| Advisory Research Inc | 40,428 | $21.4M | 2.02% | −337−0.8% | Reduced |
| Novare Capital Management LLC | 40,294 | $21.4M | 2.52% | −636−1.6% | Reduced |
| Diversified Trust Co | 40,294 | $21.4M | 0.89% | +1,557+4.0% | Added |
| Crossmark Global Holdings, Inc. | 40,091 | $21.3M | 0.53% | +389+1.0% | Added |
| Armistice Capital, LLC | 40,000 | $21.2M | 0.57% | +16,000+66.7% | Added |
| Compagnie Lombard Odier SCmA | 39,800 | $21.1M | 0.56% | +35,518+829.5% | Added |
| Earnest Partners LLC | 39,786 | $21.1M | 0.13% | −10.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 39,446 | $20.9M | 1.03% | +1,369+3.6% | Added |
| JLB & Associates Inc | 39,438 | $20.9M | 3.33% | −291−0.7% | Reduced |
| Park Avenue Securities LLC | 39,361 | $20.9M | 0.37% | +1,696+4.5% | Added |
| Punch & Associates Investment Management, Inc. | 38,880 | $20.6M | 1.33% | +419+1.1% | Added |
| Eagle Global Advisors LLC | 38,771 | $20.6M | 1.42% | −56−0.1% | Reduced |
| Edgar Lomax Co | 38,698 | $20.5M | 1.25% | −235−0.6% | Reduced |
| FineMark National Bank & Trust | 38,662 | $20.5M | 0.92% | +27+0.1% | Added |
| Albion Financial Group | 38,645 | $20.5M | 1.98% | +104+0.3% | Added |