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 |
|---|---|---|---|---|---|
| Twin Capital Management Inc | 27,190 | $14.4M | 1.87% | −847−3.0% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 27,173 | $14.4M | 0.55% | −487−1.8% | Reduced |
| Pioneer Trust Bank N A | 27,107 | $14.4M | 4.36% | −468−1.7% | Reduced |
| Allworth Financial LP | 26,968 | $14.3M | 0.16% | +474+1.8% | Added |
| Comerica Securities,inc. | 26,947 | $14.3M | 1.02% | −415−1.5% | Reduced |
| Veritable, L.P. | 26,815 | $14.2M | 0.25% | +477+1.8% | Added |
| Segment Wealth Management, LLC | 26,795 | $14.2M | 1.64% | +362+1.4% | Added |
| Leuthold Group, LLC | 26,745 | $14.2M | 1.91% | −625−2.3% | Reduced |
| Logan Capital Management Inc | 26,690 | $14.2M | 0.73% | −646−2.4% | Reduced |
| Torray LLC | 26,675 | $14.1M | 2.55% | 00.0% | Unchanged |
| CCM Investment Advisers LLC | 26,643 | $14.1M | 2.24% | −1,318−4.7% | Reduced |
| Atlantic Union Bankshares Corp | 26,514 | $14.1M | 1.50% | −1,555−5.5% | Reduced |
| Wetherby Asset Management Inc | 26,505 | $14.1M | 0.90% | +374+1.4% | Added |
| Nomura Holdings Inc | 26,374 | $14.0M | 0.14% | +755+2.9% | Added |
| Trillium Asset Management, LLC | 26,466 | $14.0M | 0.43% | −615−2.3% | Reduced |
| QV Investors Inc. | 26,384 | $14.0M | 1.34% | −11,305−30.0% | Reduced |
| Cullinan Associates Inc | 26,368 | $14.0M | 0.77% | +700+2.7% | Added |
| Hyperion Capital Advisors LP | 26,165 | $13.9M | 6.85% | −5,538−17.5% | Reduced |
| Schmidt P J Investment Management Inc | 26,062 | $13.8M | 3.13% | −243−0.9% | Reduced |
| Ameritas Investment Partners, Inc. | 26,907 | $13.8M | 0.55% | −715−2.6% | Reduced |
| TD Private Client Wealth LLC | 25,894 | $13.7M | 0.65% | +4,609+21.7% | Added |
| BerganKDV Wealth Management, LLC | 25,878 | $13.7M | 1.49% | +219+0.9% | Added |
| Capula Management Ltd | 25,836 | $13.7M | 1.42% | +15,962+161.7% | Added |
| Tocqueville Asset Management L.P. | 25,813 | $13.7M | 0.26% | +4,281+19.9% | Added |
| Addenda Capital Inc. | 25,631 | $13.6M | 0.59% | −2,121−7.6% | Reduced |
| Polaris Wealth Advisory Group, LLC | 27,515 | $13.6M | 1.01% | +8,567+45.2% | Added |
| EFG Asset Management (Americas) Corp. | 25,567 | $13.6M | 3.35% | −2,116−7.6% | Reduced |
| Connors Investor Services Inc | 25,372 | $13.5M | 1.68% | −512−2.0% | Reduced |
| Highlander Capital Management, LLC | 25,340 | $13.4M | 7.03% | 00.0% | Unchanged |
| Sectoral Asset Management Inc | 25,275 | $13.4M | 2.59% | −7,850−23.7% | Reduced |
| Marks Group Wealth Management, Inc | 25,266 | $13.4M | 1.83% | +190+0.8% | Added |
| Quest Investment Management LLC | 25,129 | $13.3M | 1.62% | −2,783−10.0% | Reduced |
| Jag Capital Management, LLC | 25,125 | $13.3M | 1.93% | −65−0.3% | Reduced |
| Bright Rock Capital Management, LLC | 25,000 | $13.3M | 3.44% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 24,990 | $13.2M | 2.84% | −1,307−5.0% | Reduced |
| Empirical Finance, LLC | 24,786 | $13.1M | 1.36% | +1,907+8.3% | Added |
| Muhlenkamp & Co Inc | 24,755 | $13.1M | 5.56% | +19+0.1% | Added |
| Eisler Capital (UK) Ltd. | 24,602 | $13.0M | 3.21% | +6,755+37.8% | Added |
| Heritage Trust Co | 24,577 | $13.0M | 2.12% | −247−1.0% | Reduced |
| Meridian Wealth Management, LLC | 24,507 | $13.0M | 1.27% | +1,522+6.6% | Added |
| Smithbridge Asset Management Inc | 24,472 | $13.0M | 3.45% | +9,383+62.2% | Added |
| Greenleaf Trust | 24,385 | $12.9M | 0.16% | +671+2.8% | Added |
| Voloridge Investment Management, LLC | 24,313 | $12.9M | 0.07% | −90,639−78.8% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 24,222 | $12.8M | 0.55% | −2,236−8.5% | Reduced |
| Scholtz & Company, LLC | 24,101 | $12.8M | 9.05% | −579−2.3% | Reduced |
| Everence Capital Management Inc | 24,100 | $12.8M | 1.10% | +1,570+7.0% | Added |
| Tower Research Capital LLC (TRC) | 24,084 | $12.8M | 0.53% | −84,033−77.7% | Reduced |
| Buckingham Capital Management, Inc. | 23,938 | $12.7M | 2.21% | −826−3.3% | Reduced |
| Venturi Wealth Management, LLC | 23,933 | $12.7M | 1.12% | −2,207−8.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 23,888 | $12.7M | 1.26% | +403+1.7% | Added |
| Hendershot Investments Inc. | 23,801 | $12.6M | 2.13% | −227−0.9% | Reduced |
| Gateway Wealth Partners, LLC | 23,679 | $12.6M | 2.16% | +23,679 | New |
| Kempen Capital Management N.V. | 23,472 | $12.4M | 0.36% | +22,349+1,990.1% | Added |
| Grimes & Company, Inc. | 23,273 | $12.3M | 0.52% | +41+0.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 25,307 | $12.3M | 0.16% | +24,638+3,682.8% | Added |
| Hudson Valley Investment Advisors Inc | 23,102 | $12.2M | 1.85% | +153+0.7% | Added |
| Resources Investment Advisors, LLC. | 23,090 | $12.2M | 0.36% | +9,968+76.0% | Added |
| SYSTM Wealth Solutions LLC | 22,941 | $12.2M | 1.51% | +22,941 | New |
| Bell Asset Management Ltd | 22,903 | $12.1M | 2.27% | −3,307−12.6% | Reduced |
| Pacer Advisors, Inc. | 22,794 | $12.1M | 0.06% | +19,744+647.3% | Added |
| Meiji Yasuda Life Insurance Co | 22,740 | $12.1M | 0.26% | +2,654+13.2% | Added |
| Stonnington Group, LLC | 24,769 | $12.0M | 3.32% | −1,116−4.3% | Reduced |
| LGT Group Foundation | 22,682 | $12.0M | 0.38% | +15,116+199.8% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 22,644 | $12.0M | 1.44% | +26+0.1% | Added |
| Stock Yards Bank & Trust Co | 22,616 | $12.0M | 0.47% | +74+0.3% | Added |
| Governors Lane LP | 22,547 | $12.0M | 1.31% | −18,400−44.9% | Reduced |
| Glenview Trust Co | 22,545 | $12.0M | 0.40% | +604+2.8% | Added |
| Motley Fool Asset Management LLC | 22,486 | $11.9M | 1.34% | −1,196−5.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 22,359 | $11.9M | 1.39% | +22,359 | New |
| Goelzer Investment Management, Inc. | 22,215 | $11.8M | 1.01% | −393−1.7% | Reduced |
| Mission Wealth Management, LP | 22,205 | $11.8M | 0.57% | +973+4.6% | Added |
| Coastline Trust Co | 22,161 | $11.7M | 1.75% | +3,557+19.1% | Added |
| Morse Asset Management, Inc | 22,093 | $11.7M | 4.25% | −400−1.8% | Reduced |
| 11 Capital Partners LP | 22,022 | $11.7M | 7.35% | −2,664−10.8% | Reduced |
| Live Oak Private Wealth LLC | 22,007 | $11.7M | 2.41% | −95−0.4% | Reduced |
| Gifford Fong Associates | 22,000 | $11.7M | 2.67% | 00.0% | Unchanged |
| Aristotle Atlantic Partners, LLC | 21,873 | $11.6M | 0.65% | −20.0% | Reduced |
| Northern Oak Wealth Management Inc | 21,860 | $11.6M | 1.65% | −713−3.2% | Reduced |
| Roundview Capital LLC | 21,814 | $11.6M | 1.32% | +457+2.1% | Added |
| Stonebridge Capital Advisors LLC | 21,787 | $11.6M | 1.37% | +365+1.7% | Added |
| Leavell Investment Management, Inc. | 21,726 | $11.5M | 0.86% | +60+0.3% | Added |
| Quantinno Capital Management LP | 21,525 | $11.4M | 0.85% | +3,932+22.3% | Added |
| Somerville Kurt F | 21,511 | $11.4M | 2.22% | +190+0.9% | Added |
| Makena Capital Management LLC | 21,411 | $11.4M | 2.13% | −4,892−18.6% | Reduced |
| Central Bank & Trust Co | 21,231 | $11.3M | 2.12% | +25+0.1% | Added |
| Buckingham Strategic Wealth, LLC | 21,217 | $11.2M | 0.20% | −146−0.7% | Reduced |
| Balentine LLC | 21,216 | $11.2M | 0.39% | −1,038−4.7% | Reduced |
| Prospera Financial Services Inc | 21,127 | $11.2M | 0.56% | −4,648−18.0% | Reduced |
| WoodTrust Financial Corp | 21,012 | $11.1M | 2.30% | −36−0.2% | Reduced |
| Signaturefd, LLC | 20,896 | $11.1M | 0.32% | +1,721+9.0% | Added |
| Alps Advisors Inc | 20,834 | $11.0M | 0.10% | −1,317−5.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 20,769 | $11.0M | 0.06% | −89,150−81.1% | Reduced |
| Orion Portfolio Solutions, LLC | 20,765 | $11.0M | 0.39% | +1,072+5.4% | Added |
| Coldstream Capital Management Inc | 20,575 | $10.9M | 0.40% | +20,575 | New |
| Berger Financial Group, Inc | 20,556 | $10.9M | 1.44% | +299+1.5% | Added |
| Greenwich Wealth Management LLC | 20,483 | $10.9M | 1.19% | +211+1.0% | Added |
| American National Bank | 20,453 | $10.8M | 2.23% | +586+2.9% | Added |
| Covington Investment Advisors Inc. | 20,452 | $10.8M | 2.59% | +665+3.4% | Added |
| KCM Investment Advisors LLC | 20,372 | $10.8M | 0.46% | +3,410+20.1% | Added |
| Beach Investment Counsel Inc | 20,370 | $10.8M | 1.35% | +163+0.8% | Added |