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 | 3,055 | $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 |
|---|---|---|---|---|---|
| Pinnacle Associates Ltd | 38,449 | $20.4M | 0.44% | −37−0.1% | Reduced |
| Rhenman & Partners Asset Management AB | 38,000 | $20.1M | 2.10% | −16,800−30.7% | Reduced |
| PointState Capital LP | 37,810 | $20.0M | 1.37% | +37,810 | New |
| LMCG Investments, LLC | 37,475 | $19.9M | 1.39% | −959−2.5% | Reduced |
| Clifford Swan Investment Counsel LLC | 37,436 | $19.8M | 0.86% | +373+1.0% | Added |
| Stewart & Patten Co LLC | 37,311 | $19.8M | 3.44% | −647−1.7% | Reduced |
| Marco Investment Management LLC | 37,006 | $19.6M | 2.29% | −1,321−3.4% | Reduced |
| Horizon Investments, LLC | 36,825 | $19.5M | 0.56% | +10,962+42.4% | Added |
| Stillwater Capital Advisors, LLC | 36,701 | $19.5M | 4.11% | −676−1.8% | Reduced |
| Patten & Patten Inc | 36,601 | $19.4M | 1.76% | −1,358−3.6% | Reduced |
| Abner Herrman & Brock LLC | 36,504 | $19.4M | 2.97% | −494−1.3% | Reduced |
| Manning & Napier Group, LLC | 36,224 | $19.2M | 0.24% | −4,233−10.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 36,207 | $19.2M | 0.83% | +5,907+19.5% | Added |
| Shufro Rose & Co LLC | 36,019 | $19.1M | 1.61% | −3,072−7.9% | Reduced |
| LSV Asset Management | 35,990 | $19.1M | 0.04% | −500−1.4% | Reduced |
| Anchor Capital Advisors LLC | 35,937 | $19.1M | 0.49% | −2,438−6.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 35,919 | $19.0M | 1.52% | +236+0.7% | Added |
| Violich Capital Management, Inc. | 35,765 | $19.0M | 3.37% | −140−0.4% | Reduced |
| Engine No. 1 LLC | 35,600 | $18.9M | 9.28% | 00.0% | Unchanged |
| Transform Wealth, LLC | 35,262 | $18.7M | 2.10% | +7,243+25.9% | Added |
| Dakota Wealth Management | 35,126 | $18.6M | 1.33% | −1,478−4.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 35,037 | $18.6M | 0.71% | +7,508+27.3% | Added |
| Credit Agricole S A | 34,823 | $18.5M | 0.68% | −2,971−7.9% | Reduced |
| Capital Fund Management S.A. | 34,738 | $18.4M | 0.41% | +34,738 | New |
| Wallington Asset Management, LLC | 34,656 | $18.4M | 3.98% | +420+1.2% | Added |
| Bragg Financial Advisors, Inc | 34,503 | $18.3M | 1.11% | −785−2.2% | Reduced |
| D.A. Davidson & Co. | 34,335 | $18.2M | 0.21% | +2,804+8.9% | Added |
| HighTower Trust Services, LTA | 34,280 | $18.1M | 1.75% | −756−2.2% | Reduced |
| Neville Rodie & Shaw Inc | 34,117 | $18.1M | 1.70% | −452−1.3% | Reduced |
| HB Wealth Management, LLC | 33,894 | $18.0M | 0.33% | +4,274+14.4% | Added |
| Siemens Fonds Invest GmbH | 33,823 | $17.9M | 1.79% | −1,365−3.9% | Reduced |
| Harbor Investment Advisory, LLC | 33,788 | $17.9M | 2.80% | −406−1.2% | Reduced |
| Cubist Systematic Strategies, LLC | 33,600 | $17.8M | 0.15% | +21,416+175.8% | Added |
| Howe & Rusling Inc | 33,567 | $17.8M | 2.23% | +1,274+3.9% | Added |
| Oak Ridge Investments LLC | 33,564 | $17.8M | 2.65% | −449−1.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 33,521 | $17.8M | 1.54% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 33,511 | $17.8M | 0.16% | +12,397+58.7% | Added |
| Asahi Life Asset Management Co., Ltd. | 33,441 | $17.7M | 5.86% | −12,140−26.6% | Reduced |
| Curi Capital | 33,409 | $17.7M | 2.49% | −1,391−4.0% | Reduced |
| Adell Harriman & Carpenter Inc | 33,322 | $17.7M | 2.03% | +1,334+4.2% | Added |
| Dorsey & Whitney Trust CO LLC | 33,039 | $17.5M | 1.71% | −439−1.3% | Reduced |
| Meeder Asset Management Inc | 33,037 | $17.5M | 1.53% | −13,879−29.6% | Reduced |
| Two Sigma Advisers, LP | 33,000 | $17.5M | 0.05% | +26,600+415.6% | Added |
| GAM Holding AG | 32,641 | $17.3M | 1.39% | +443+1.4% | Added |
| Fidelity National Financial, Inc. | 32,440 | $17.2M | 0.62% | 00.0% | Unchanged |
| Nicola Wealth Management Ltd. | 32,400 | $17.2M | 1.74% | +700+2.2% | Added |
| Cetera Advisors LLC | 32,193 | $17.1M | 0.31% | +6,296+24.3% | Added |
| Robeco Schweiz AG | 32,047 | $17.0M | 0.31% | −62,588−66.1% | Reduced |
| YHB Investment Advisors, Inc. | 32,036 | $17.0M | 1.81% | −2,117−6.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 31,858 | $16.9M | 1.94% | 00.0% | Unchanged |
| Gradient Investments LLC | 31,828 | $16.9M | 0.53% | −2,095−6.2% | Reduced |
| TruWealth Advisors, LLC | 31,772 | $16.8M | 1.64% | +229+0.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 31,707 | $16.8M | 0.76% | +723+2.3% | Added |
| Stewart Asset Management, LLC | 31,566 | $16.7M | 12.83% | −3,284−9.4% | Reduced |
| Cardinal Capital Management, Inc. | 31,264 | $16.6M | 0.94% | −39−0.1% | Reduced |
| Petredis Investment Advisors LLC | 31,257 | $16.6M | 3.01% | +31,257 | New |
| Madison Asset Management, LLC | 31,221 | $16.6M | 0.26% | +280+0.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 31,080 | $16.5M | 9.66% | −40.0% | Reduced |
| Washington Trust Bank | 30,962 | $16.4M | 1.86% | −686−2.2% | Reduced |
| Qube Research & Technologies Ltd | 30,897 | $16.4M | 0.10% | −85,343−73.4% | Reduced |
| Carlson Capital Management | 30,889 | $16.4M | 1.18% | −283−0.9% | Reduced |
| King Luther Capital Management Corp | 30,813 | $16.3M | 0.09% | +599+2.0% | Added |
| Churchill Management Corp | 30,763 | $16.3M | 0.39% | −1,119−3.5% | Reduced |
| Salem Investment Counselors Inc | 30,653 | $16.3M | 0.70% | −3,581−10.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 30,320 | $16.1M | 1.40% | +436+1.5% | Added |
| German American Bancorp, Inc. | 30,269 | $16.0M | 2.54% | −60.0% | Reduced |
| Appleton Partners Inc | 30,245 | $16.0M | 1.52% | +2,122+7.5% | Added |
| Haverford Financial Services, Inc. | 30,081 | $15.9M | 4.40% | −4,870−13.9% | Reduced |
| James Investment Research Inc | 30,028 | $15.9M | 2.23% | −1,565−5.0% | Reduced |
| Terry L. Blaker | 30,025 | $15.9M | 1.46% | +6,035+25.2% | Added |
| Foyston, Gordon, & Payne Inc | 29,892 | $15.8M | 4.38% | −5,259−15.0% | Reduced |
| Kornitzer Capital Management Inc | 29,857 | $15.8M | 0.32% | +255+0.9% | Added |
| Parsec Financial Management, Inc. | 29,685 | $15.7M | 0.70% | +807+2.8% | Added |
| Girard Partners Ltd. | 29,616 | $15.7M | 1.78% | +1,422+5.0% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 29,609 | $15.7M | 0.60% | +546+1.9% | Added |
| Bank of the West | 29,504 | $15.6M | 1.84% | −905−3.0% | Reduced |
| Avantax Advisory Services, Inc. | 29,471 | $15.6M | 0.21% | +4,718+19.1% | Added |
| WSFS Capital Management, LLC | 29,466 | $15.6M | 1.69% | +17,769+151.9% | Added |
| Oxbow Advisors, LLC | 29,462 | $15.6M | 2.94% | −8,631−22.7% | Reduced |
| Cim, LLC | 32,145 | $15.6M | 3.10% | −535−1.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 29,284 | $15.5M | 0.40% | −5,458−15.7% | Reduced |
| Middleton & Co Inc | 28,997 | $15.4M | 2.28% | −1,162−3.9% | Reduced |
| Jefferies Financial Group Inc. | 28,977 | $15.4M | 0.26% | +28,977 | New |
| HBK Sorce Advisory LLC | 28,850 | $15.3M | 0.41% | +13,960+93.8% | Added |
| Metis Global Partners, LLC | 28,834 | $15.3M | 1.36% | +12,101+72.3% | Added |
| Forbes J M & Co LLP | 28,596 | $15.2M | 2.19% | −72−0.3% | Reduced |
| River Road Asset Management, LLC | 28,487 | $15.1M | 0.21% | −1,615−5.4% | Reduced |
| Amica Mutual Insurance Co | 28,441 | $15.1M | 1.90% | 00.0% | Unchanged |
| Hilton Capital Management, LLC | 29,801 | $15.1M | 1.98% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 28,100 | $14.9M | 1.09% | +28,100 | New |
| Sigma Planning Corp | 28,056 | $14.9M | 0.53% | −2,128−7.1% | Reduced |
| Wedbush Securities Inc | 27,990 | $14.8M | 0.82% | +1,083+4.0% | Added |
| Argent Trust Co | 27,759 | $14.7M | 0.97% | −935−3.3% | Reduced |
| Parkman Healthcare Partners LLC | 27,742 | $14.7M | 3.92% | +101+0.4% | Added |
| Cohen Klingenstein LLC | 27,700 | $14.7M | 0.74% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 27,652 | $14.7M | 1.09% | +3,351+13.8% | Added |
| Bridgecreek Investment Management, LLC | 27,650 | $14.7M | 3.27% | −385−1.4% | Reduced |
| Copeland Capital Management, LLC | 27,537 | $14.6M | 0.39% | −2,130−7.2% | Reduced |
| Great Valley Advisor Group, Inc. | 27,484 | $14.6M | 0.74% | +34+0.1% | Added |
| King Wealth | 27,358 | $14.5M | 3.47% | −28−0.1% | Reduced |