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 |
|---|---|---|---|---|---|
| Allen Mooney & Barnes Investment Advisors LLC | 20,367 | $10.8M | 2.59% | +527+2.7% | Added |
| Caldwell Trust Co | 20,350 | $10.8M | 1.53% | −198−1.0% | Reduced |
| First Hawaiian Bank | 20,309 | $10.8M | 0.39% | −436−2.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 20,246 | $10.7M | 0.79% | −162−0.8% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 20,220 | $10.7M | 1.31% | −1,026−4.8% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $10.7M | 10.55% | 00.0% | Unchanged |
| Strong Tower Advisory Services | 20,074 | $10.6M | 6.39% | −70.0% | Reduced |
| Bornite Capital Management LP | 20,000 | $10.6M | 2.76% | +20,000 | New |
| Arnhold LLC | 19,993 | $10.6M | 1.30% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 19,971 | $10.6M | 0.75% | +402+2.1% | Added |
| Richard Bernstein Advisors LLC | 19,890 | $10.5M | 0.24% | −3,017−13.2% | Reduced |
| Sargent Bickham Lagudis LLC | 19,812 | $10.5M | 0.86% | −293−1.5% | Reduced |
| Motco | 19,791 | $10.5M | 0.78% | −829−4.0% | Reduced |
| Advanced Asset Management Advisors Inc | 19,655 | $10.4M | 2.61% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 19,594 | $10.4M | 1.69% | +99+0.5% | Added |
| Axxcess Wealth Management, LLC | 19,589 | $10.4M | 0.86% | −756−3.7% | Reduced |
| Stratos Wealth Partners, LTD. | 19,535 | $10.4M | 0.26% | +553+2.9% | Added |
| PEAK6 Investments LLC | 19,493 | $10.3M | 0.57% | +3,466+21.6% | Added |
| WESPAC Advisors SoCal, LLC | 19,473 | $10.3M | 3.84% | +328+1.7% | Added |
| Profund Advisors LLC | 19,420 | $10.3M | 0.67% | +347+1.8% | Added |
| Advisory Services Network, LLC | 19,322 | $10.2M | 0.31% | +884+4.8% | Added |
| Security National Bank | 19,251 | $10.2M | 2.75% | −1,038−5.1% | Reduced |
| Kestra Private Wealth Services, LLC | 19,134 | $10.1M | 0.51% | −1,550−7.5% | Reduced |
| Lincoln Capital Corp | 19,099 | $10.1M | 6.20% | +76+0.4% | Added |
| Penobscot Investment Management Company, Inc. | 19,058 | $10.1M | 1.77% | −1,883−9.0% | Reduced |
| First National Bank of Omaha | 18,980 | $10.1M | 0.62% | −2,440−11.4% | Reduced |
| First Citizens Bank & Trust Co | 18,973 | $10.1M | 0.30% | −5,886−23.7% | Reduced |
| Princeton Global Asset Management LLC | 18,889 | $10.0M | 3.24% | +46+0.2% | Added |
| Parallel Advisors, LLC | 18,881 | $10.0M | 0.43% | +958+5.3% | Added |
| Tiger Management L.L.C. | 18,800 | $9.97M | 6.30% | +18,800 | New |
| Estabrook Capital Management | 18,790 | $9.96M | 1.71% | −359−1.9% | Reduced |
| Fragasso Group Inc. | 18,692 | $9.91M | 1.15% | +451+2.5% | Added |
| Nordwand Advisors, LLC | 18,395 | $9.75M | 1.22% | +18,395 | New |
| Evoke Wealth, LLC | 18,309 | $9.71M | 0.35% | −131−0.7% | Reduced |
| SeaTown Holdings Pte. Ltd. | 18,300 | $9.70M | 1.43% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 18,294 | $9.70M | 0.88% | +928+5.3% | Added |
| LGT Fund Management Co Ltd. | 18,260 | $9.68M | 4.18% | 00.0% | Unchanged |
| Woodline Partners LP | 18,222 | $9.66M | 0.13% | −11,620−38.9% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 18,218 | $9.66M | 2.72% | −88−0.5% | Reduced |
| American Trust | 18,160 | $9.63M | 0.90% | +228+1.3% | Added |
| Ibex Wealth Advisors | 18,103 | $9.60M | 2.17% | −150−0.8% | Reduced |
| Elk River Wealth Management, LLC | 18,076 | $9.58M | 2.32% | +295+1.7% | Added |
| Great Lakes Advisors, LLC | 152,846 | $9.56M | 0.55% | −2,301−1.5% | Reduced |
| Zions Bancorporation, N.A. | 18,011 | $9.55M | 0.75% | +1,848+11.4% | Added |
| Burt Wealth Advisors | 17,979 | $9.53M | 3.19% | −40.0% | Reduced |
| Donaldson Capital Management, LLC | 17,892 | $9.49M | 0.46% | +1,066+6.3% | Added |
| Ninety One SA (PTY) Ltd | 17,912 | $9.46M | 3.07% | −2,268−11.2% | Reduced |
| Avitas Wealth Management LLC | 17,837 | $9.46M | 2.00% | +31+0.2% | Added |
| Great Waters Wealth Management | 19,137 | $9.42M | 2.03% | +19,137 | New |
| Evergreen Capital Management LLC | 17,728 | $9.40M | 0.44% | +1,323+8.1% | Added |
| Boston Financial Mangement LLC | 17,663 | $9.36M | 0.38% | +479+2.8% | Added |
| MainStreet Investment Advisors LLC | 17,653 | $9.36M | 1.04% | −215−1.2% | Reduced |
| Sumitomo Life Insurance Co | 17,625 | $9.34M | 0.69% | −176−1.0% | Reduced |
| Consolidated Investment Group LLC | 17,600 | $9.33M | 2.00% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 17,591 | $9.33M | 0.66% | +748+4.4% | Added |
| Innovis Asset Management LLC | 17,513 | $9.29M | 4.19% | +17,513 | New |
| Triasima Portfolio Management inc. | 17,458 | $9.26M | 0.71% | −2,315−11.7% | Reduced |
| Schnieders Capital Management LLC | 17,429 | $9.24M | 2.12% | −578−3.2% | Reduced |
| Gamco Investors, Inc. Et Al | 17,376 | $9.21M | 0.10% | −746−4.1% | Reduced |
| Janney Capital Management LLC | 17,360 | $9.20M | 0.66% | +12,071+228.2% | Added |
| Contravisory Investment Management, Inc. | 17,297 | $9.17M | 2.54% | +243+1.4% | Added |
| Consolidated Planning Corp | 17,275 | $9.16M | 2.53% | +367+2.2% | Added |
| Telemus Capital, LLC | 18,680 | $9.15M | 0.83% | +77+0.4% | Added |
| Advisors Capital Management, LLC | 17,231 | $9.14M | 0.25% | −2,032−10.5% | Reduced |
| Jones Financial Companies LLLP | 17,197 | $9.12M | 0.02% | +2,070+13.7% | Added |
| Venture Visionary Partners LLC | 17,139 | $9.09M | 0.66% | +2,778+19.3% | Added |
| Citizens National Bank Trust Department | 17,138 | $9.09M | 2.56% | −260−1.5% | Reduced |
| Foundations Investment Advisors, LLC | 17,121 | $9.08M | 0.36% | −1,382−7.5% | Reduced |
| Chronos Wealth Management, LLC | 17,103 | $9.07M | 7.16% | −642−3.6% | Reduced |
| Conning Inc. | 17,067 | $9.05M | 0.29% | −1,148−6.3% | Reduced |
| Ritholtz Wealth Management | 17,042 | $9.04M | 0.50% | −2,778−14.0% | Reduced |
| Moody National Bank Trust Division | 17,017 | $9.02M | 0.79% | −587−3.3% | Reduced |
| Jessup Wealth Management, Inc | 16,994 | $9.01M | 5.72% | +16,994 | New |
| Kesler, Norman & Wride, LLC | 16,948 | $8.99M | 2.31% | −481−2.8% | Reduced |
| Stolper Co | 16,890 | $8.96M | 3.93% | +85+0.5% | Added |
| Ascent Group, LLC | 16,856 | $8.94M | 1.05% | +1,166+7.4% | Added |
| Ledyard National Bank | 16,795 | $8.90M | 1.05% | −396−2.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 16,766 | $8.89M | 0.55% | −299−1.8% | Reduced |
| TCTC Holdings, LLC | 16,763 | $8.89M | 0.36% | +1,951+13.2% | Added |
| Silvercrest Asset Management Group LLC | 16,677 | $8.84M | 0.07% | +562+3.5% | Added |
| McKinley Carter Wealth Services, Inc. | 16,616 | $8.81M | 0.75% | +44+0.3% | Added |
| Argonautica Private Wealth Management, Inc | 16,568 | $8.78M | 4.50% | +16,568 | New |
| Winmill & Co. Inc | 16,475 | $8.73M | 3.18% | 00.0% | Unchanged |
| Andra AP-fonden | 16,400 | $8.70M | 0.26% | −8,700−34.7% | Reduced |
| Seeyond | 16,376 | $8.68M | 0.84% | +9,886+152.3% | Added |
| L & S Advisors Inc | 16,361 | $8.67M | 1.61% | −3,809−18.9% | Reduced |
| Cyrus J. Lawrence, LLC | 16,337 | $8.66M | 2.58% | −119−0.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 16,335 | $8.66M | 0.17% | +3,593+28.2% | Added |
| Tower Bridge Advisors | 16,287 | $8.64M | 0.72% | −300−1.8% | Reduced |
| Arjuna Capital | 16,276 | $8.63M | 3.98% | +53+0.3% | Added |
| Clarity Financial LLC | 16,276 | $8.63M | 1.67% | +6,633+68.8% | Added |
| Fisher Asset Management, LLC | 16,206 | $8.59M | 0.01% | −20,408−55.7% | Reduced |
| Woodmont Investment Counsel LLC | 16,190 | $8.58M | 0.97% | +36+0.2% | Added |
| First Interstate Bank | 16,175 | $8.58M | 0.63% | −319−1.9% | Reduced |
| Meritage Portfolio Management | 16,128 | $8.55M | 0.67% | −262−1.6% | Reduced |
| Marvin & Palmer Associates Inc | 16,114 | $8.54M | 4.50% | −3,436−17.6% | Reduced |
| Empire Life Investments Inc. | 16,061 | $8.52M | 0.58% | −624−3.7% | Reduced |
| Primecap Management Co | 16,034 | $8.50M | 0.01% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 16,010 | $8.49M | 0.77% | +239+1.5% | Added |
| GHP Investment Advisors, Inc. | 16,009 | $8.49M | 0.57% | +200+1.3% | Added |