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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.

Q1 2023 vs. Q4 2022

How the institutions holding UnitedHealth Group Inc changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of UNH: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders3,159713,114+26
Shares820.2M1.44M879.0M+60.2M (+7.4%)
Value$434.2B$740.6M$383.6B−$49.9B (−11.5%)

71 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (169)

Institutions that held UnitedHealth Group Inc at the end of Q1 2023 but not at the end of Q4 2022.

Showing the largest 100 of 169 by value.

Institutions new to UNH in Q1 2023
InstitutionSharesValue% of portfolio
Farallon Capital Management, L.L.C.866,000$409.3M2.48%
ABN AMRO Bank N.V.534,000$252.6M5.64%
D1 Capital Partners L.P.SuperinvestorD1 Capital Partners526,000$248.6M4.68%
Coatue Management LLCSuperinvestorCoatue Management507,817$240.0M1.60%
Perpetual Ltd442,996$209.4M1.81%
Canoe Financial LP320,776$150.9M2.11%
Crake Asset Management LLP260,800$123.3M17.84%
Empower Advisory Group, LLC213,576$105.5M0.47%
TCW Group Inc208,491$98.5M1.26%
Balyasny Asset Management LLC161,006$76.1M0.25%
Sculptor Capital LP126,391$59.7M1.50%
Element Capital Management LLC115,256$54.5M4.11%
Discovery Capital Management, LLC103,450$48.9M6.61%
Nan Shan Life Insurance Co., Ltd.102,229$48.3M1.15%
Quintet Private Bank (Europe) S.A.101,137$47.8M2.84%
Iron Triangle Partners LP80,000$37.8M5.45%
Abn Amro Investment Solutions66,527$31.4M0.65%
Simplex Trading, LLC52,281$24.7M1.12%
Park West Asset Management LLC52,200$24.7M2.29%
Davidson Kempner Partners50,000$23.6M0.59%
Davidson Kempner Capital Management LP50,000$23.6M0.49%
Glenview Capital Management, LLC36,716$17.4M0.43%
Twinbeech Capital LP34,870$16.5M0.33%
WS Portfolio Advisory, LLC34,393$16.3M4.13%
Tudor Investment Corp Et Al32,990$15.6M0.30%
Vinva Investment Management Ltd31,717$14.9M1.26%
MBB Public Markets I LLC29,308$13.9M0.80%
Clearline Capital LP28,001$13.2M1.99%
Tradewinds, LLC.21,400$10.1M6.13%
Night Owl Capital Management, LLC21,150$10.0M3.61%
Weiss Multi-Strategy Advisers LLC19,494$9.21M0.23%
Ostrum Asset Management18,385$8.69M0.76%
Evexia Wealth LLC17,020$8.34M4.50%
Icon Wealth Partners, LLC16,235$7.67M0.84%
CTC LLC12,192$5.73M0.18%
Graham Capital Management, L.P.12,119$5.73M0.20%
Solidarilty Wealth, LLC11,632$5.50M2.50%
IMC-Chicago, LLC11,587$5.48M0.93%
Fortis Group Advisors, LLC9,491$4.67M1.41%
Heirloom Wealth Management9,868$4.66M2.23%
Berkshire Asset Management LLC9,699$4.58M0.28%
Buck Wealth Strategies, LLC9,586$4.53M2.21%
Pine Valley Investments Ltd Liability Co9,271$4.43M0.68%
Sandhill Capital Partners LLC9,028$4.27M0.41%
Brown Shipley& Co Ltd8,648$4.09M2.64%
Capital Insight Partners, LLC8,474$4.00M0.94%
Financial Advisory Partners, LLC7,619$3.60M1.43%
Canandaigua National Bank & Trust Co7,483$3.54M0.60%
Landscape Capital Management, L.L.C.7,020$3.32M0.45%
SWS Partners6,754$3.19M1.19%
Pinnacle West Asset Management, Inc.6,705$3.17M3.31%
Gsa Capital Partners LLP6,394$3.02M0.30%
ExodusPoint Capital Management, LP6,215$2.94M0.03%
GPS Wealth Strategies Group, LLC5,886$2.78M0.58%
HRT Financial LP5,864$2.77M0.03%
Magnetar Financial LLC5,829$2.75M0.05%
Anderson Hoagland & Co5,312$2.51M0.36%
TCG Advisory Services, LLC4,986$2.36M0.50%
Cottage Street Advisors LLC4,911$2.32M1.80%
George Kaiser Family Foundation4,724$2.23M0.36%
Virtu Financial LLC4,567$2.16M0.23%
Parkwood LLC4,363$2.06M0.38%
PFG Investments, LLC4,132$1.95M0.40%
Lawson Kroeker Investment Management Inc4,116$1.95M0.44%
Bayesian Capital Management, LP4,100$1.94M0.24%
DRW Securities, LLC4,082$1.93M0.28%
Atomi Financial Group, Inc.3,845$1.82M1.02%
Ahl Investment Management, Inc.3,745$1.77M1.63%
XR Securities LLC3,635$1.72M2.43%
Nilsine Partners, LLC3,544$1.67M0.26%
ICICI Prudential Asset Management Co Ltd3,525$1.67M0.25%
Privium Fund Management (UK) Ltd3,500$1.65M1.30%
Legacy Capital Wealth Partners, LLC3,438$1.62M0.44%
Symmetry Investments LP3,200$1.51M0.72%
Accuvest Global Advisors2,973$1.41M0.64%
Heron Financial Group, LLC2,683$1.27M0.70%
Waterloo Capital, L.P.2,667$1.26M0.39%
Partners Capital Investment Group, LLP2,637$1.25M0.05%
Gallagher Fiduciary Advisors, LLC2,343$1.11M0.09%
North Ridge Wealth Advisors, Inc.2,330$1.10M1.10%
Versor Investments LP2,180$1.03M0.14%
Channel Wealth LLC2,105$994.8K0.64%
Teza Capital Management LLC2,055$971.2K0.21%
Avalon Trust Co1,888$892.3K0.09%
Paladin Advisory Group, LLC1,821$860.6K0.72%
Eisler Capital (US) LLC1,817$858.7K0.43%
Concord Asset Management, LLC1,785$843.7K0.35%
Golden State Equity Partners1,768$835.5K0.45%
Resolute Wealth Strategies, LLC1,765$834.6K0.71%
Legacy Capital Group California, Inc.1,726$815.7K0.40%
Cape Investment Advisory, Inc.1,649$779.5K0.47%
TBH Global Asset Management, LLC1,616$763.8K0.16%
ABLE Financial Group, LLC1,600$756.1K0.49%
Cornerstone Wealth Management, LLC1,574$743.9K0.07%
Titleist Asset Management, LLC1,573$743.5K0.16%
Ambassador Advisors, LLC1,483$724.7K0.16%
Consolidated Portfolio Review Corp1,514$715.5K0.19%
Fifth Third Wealth Advisors LLC1,513$715.1K1.32%
Factorial Partners, LLC1,500$708.9K0.53%
Jacobsen Capital Management1,497$707.5K0.38%

Sold out (143)

Institutions that held UnitedHealth Group Inc at the end of Q4 2022 and filed for Q1 2023 without it.

Showing the largest 100 of 143 by value.

Institutions that sold out of UNH in Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
ING Groep NV246,278$130.6M
Alyeska Investment Group, L.P.102,754$54.5M
Hudson Bay Capital Management LP97,000$51.4M
Samlyn Capital, LLC78,063$41.4M
Gladius Capital Management LP42,359$22.5M
Parkman Healthcare Partners LLC27,742$14.7M
Bornite Capital Management LP20,000$10.6M
SeaTown Holdings Pte. Ltd.18,300$9.70M
Woodline Partners LP18,222$9.66M
Marvin & Palmer Associates Inc16,114$8.54M
WBI Investments14,340$7.60M
Thames Capital Management LLC14,253$7.56M
HAP Trading, LLC12,751$6.76M
Second Half Financial Partners, LLC10,692$5.34M
NWK Group, Inc.8,850$4.69M
Schonfeld Strategic Advisors LLC7,358$3.90M
Jackson Square Capital, LLC7,213$3.82M
Alpha Square Group S, LLC7,000$3.71M
Pinkerton Retirement Specialists, LLC6,715$3.56M
Arabesque Asset Management Ltd6,536$3.47M
Otter Creek Advisors, LLC6,500$3.45M
Aubrey Capital Management Ltd6,000$3.18M
Wintrust Investments LLC5,784$3.07M
Dorsey Wright & Associates5,586$2.96M
Chase Investment Counsel Corp5,002$2.65M
Fiducient Advisors LLC4,734$2.51M
F/M Investments LLC4,493$2.38M
Cypress Capital, LLC4,381$2.32M
Premier Asset Management LLC4,294$2.28M
Peterson Financial Group, Inc.3,930$2.08M
Boston Common Asset Management, LLC3,374$1.79M
Mountain Capital Investment Advisors, Inc3,619$1.76M
Stableford Capital II LLC3,498$1.71M
Hanlon Investment Management, Inc.2,642$1.40M
Clare Market Investments LLC2,449$1.30M
Capital Market Strategies LLC2,400$1.27M
Scissortail Wealth Management, LLC2,513$1.24M
Paloma Partners Management Co2,178$1.15M
Deuterium Capital Management, LLC1,905$1.01M
Heritage Wealth Partners, LLC1,821$991.0K
Capital Management Associates1,850$980.8K
AdvisorShares Investments LLC1,785$946.4K
Giverny Capital Inc.SuperinvestorGiverny Capital1,733$918.8K
IPG Investment Advisors LLC1,595$845.6K
Toews Corp1,500$795.3K
Ascendant Capital Management, LLC1,500$795.3K
Cavalier Investments, LLC1,479$784.1K
Sanders Morris Harris LLC1,400$742.3K
Autumn Glory Partners, LLC1,370$726.3K
Drake & Associates, LLC1,349$715.2K
Hendley & Co Inc1,215$644.0K
Delap Wealth Advisory, LLC1,149$609.2K
Vertex Planning Partners, LLC1,086$575.8K
Golden Green, Inc.1,067$565.7K
Kula Investments, LLC951$504.2K
Coulter & Justus Financial Services, LLC802$425.2K
Dearborn Partners LLC792$419.9K
Clarus Wealth Advisors813$395.1K
WESPAC Advisors, LLC741$393.1K
CBOE Vest Financial, LLC724$383.9K
FWL Investment Management, LLC720$381.7K
Sherbrooke Park Advisers LLC700$371.1K
Acrisure Capital Management, LLC661$350.4K
Mizuho Securities Co. Ltd.640$339.3K
Frontier Asset Management, LLC615$326.2K
HC Advisors, LLC596$316.0K
Beirne Wealth Consulting Services, LLC30,237$307.2K
Tanager Wealth Management LLP577$305.9K
Wade Financial Advisory, Inc553$293.2K
Guild Investment Management, Inc.550$291.6K
Driehaus Capital Management LLC536$284.2K
Boothbay Fund Management, LLC502$266.1K
AJ Advisors, LLC496$263.1K
Brainard Capital Management LLC487$258.4K
Wellspring Financial Advisors, LLC486$257.5K
Tempus Wealth Planning, LLC471$249.7K
PCG Wealth Advisors, LLC470$249.3K
Meredith Wealth Planning466$247.0K
FMB Wealth Management465$246.5K
Emerald Mutual Fund Advisers Trust460$243.9K
One Day In July LLC457$242.3K
Bridgefront Capital, LLC456$241.8K
Zhang Financial LLC445$235.9K
Rockbridge Investment Management, LCC442$234.3K
Howard Financial Services, Ltd.440$233.3K
Arcadia Investment Management Corp435$230.6K
RAM Investment Partners, LLC434$230.1K
Jackson Thornton Asset Management, LLC427$226.4K
AMJ Financial Wealth Management425$225.3K
Madden Securities Corp423$224.3K
Rollins Financial422$224.0K
Foundation Wealth Management, LLC418$221.6K
Corrigan Financial, Inc.417$220.8K
Smith Shellnut Wilson LLC416$220.6K
Prio Wealth Limited Partnership416$220.6K
Omnia Family Wealth, LLC414$219.5K
McMahon Financial Advisors, LLC414$219.4K
O'Brien Greene & Co. Inc414$219.0K
Harvest Investment Services, LLC412$218.4K
Noesis Capital Mangement Corp409$217.0K

Not filed for Q1 2023 yet (71)

Institutions that held UnitedHealth Group Inc at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UNH in Q4 2022 that haven't filed for Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Pendal Group Limited323,504$171.5M
Rothschild & Co Asset Management US Inc.218,441$115.8M
Personal Capital Advisors Corp206,714$109.6M
Comerica Bank155,976$75.7M
Abeille Asset Management SA105,240$53.9M
Allstate Investment Management Co44,714$23.7M
Stewart Asset Management, LLC31,566$16.7M
Bank of the West29,504$15.6M
Muhlenkamp & Co Inc24,755$13.1M
Sargent Bickham Lagudis LLC19,812$10.5M
Seeyond16,376$8.68M
Autus Asset Management, LLC15,595$8.27M
Icon Wealth Advisors, LLC14,606$7.74M
Cambridge Financial Group, Inc.14,202$7.53M
YorkBridge Wealth Partners, LLC13,585$7.20M
Hotaling Investment Management, LLC11,915$6.32M
Heritage Wealth Management, LLC11,719$6.21M
Fairhaven Wealth Management, LLC10,236$5.43M
Gamble Jones Investment Counsel10,009$5.31M
Zeke Capital Advisors, LLC9,344$4.95M
Regent Investment Management LLC9,246$4.90M
Boenning & Scattergood, Inc.7,403$3.77M
Laurel Wealth Advisors, Inc.6,682$3.54M
Gofen & Glossberg LLC6,412$3.40M
Burleson & Company, LLC6,310$3.35M
Gibson Wealth Advisors LLC6,300$3.34M
Canandaigua National Corp6,059$3.21M
ARGI Investment Services, LLC5,848$3.10M
Moser Wealth Advisors, LLC5,105$2.71M
Claraphi Advisory Network, LLC5,028$2.67M
Hellman Jordan Management Co Inc4,767$2.53M
CoreCap Advisors, LLC4,179$2.22M
Red Cedar Capital, LLC4,066$2.16M
CFO4Life, L.P.3,673$1.95M
Cribstone Capital Management, LLC3,601$1.91M
Willner & Heller, LLC3,556$1.89M
Perpetual Investment Management Ltd3,450$1.83M
Pinnacle Wealth Management, LLC3,052$1.62M
Financial Advisors Network, Inc.2,528$1.34M
Aevitas Wealth Management, Inc.2,323$1.23M
Trustcore Financial Services, LLC2,186$1.16M
Keystone Financial Group1,844$977.7K
Gallagher Benefit Services, Inc.1,746$926.4K
F3Logic, LLC1,746$926.4K
Titleist Asset Management, Ltd.1,695$898.6K
Marotta Asset Management1,634$866.3K
WC Walker & Associates, Inc.1,696$828.9K
Semmax Financial Advisors Inc.1,488$722.0K
S.C. Financial Services, Inc.1,147$608.3K
Jeereddi Investments, LP1,079$572.1K
Alpha Paradigm Partners, LLC1,045$554.0K
Security National Bank of So Dak936$496.0K
St Germain D J Co Inc21,919$456.5K
Apella Capital, LLC852$451.7K
swisspartners Ltd.770$408.3K
Bickling Financial Services, Inc.733$388.6K
Spartan Planning & Wealth Management700$371.1K
Probity Advisors, Inc.655$347.3K
Integrity Advisory, LLC548$290.5K
Kraft, Davis & Associates, LLC580$283.5K
First Citizens Financial Corp525$278.0K
Tyler-Stone Wealth Management522$277.0K
Financial Partners Capital Management LLC447$237.0K
Cornerstone Planning Group LLC453$219.4K
Capital Directions Investment Advisors, LLC410$217.4K
HealthInvest Partners AB379$200.9K
St. James Investment Advisors, LLC146$77.4K
Glass Jacobson Investment Advisors llc98$52.0K
Align Wealth Management, LLC85$42.9K
Boulder Wealth Advisors, LLC12$6.00K
Sanctuary Wealth Management, L.L.C.6$3.18K