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, Q1 2023
Institutional positions in UnitedHealth Group Inc as of Mar 31, 2023. 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
- 3,114
- +26 vs. Q4 2022
- Shares held
- 879.0M
- +60.2M (+7.4%) vs. Q4 2022
- Total value
- $383.6B
- −$49.9B (−11.5%) vs. Q4 2022
- New holders
- 169
- 1,395 more added
- Sold out
- 143
- 1,242 more reduced
71 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Walker Asset Management, LLC | 1,495 | $706.5K | 0.61% | +5+0.3% | Added |
| Jacobsen Capital Management | 1,497 | $707.5K | 0.38% | +1,497 | New |
| TRUE Private Wealth Advisors | 1,498 | $707.8K | 0.10% | +25+1.7% | Added |
| First Heartland Consultants, Inc. | 1,499 | $708.9K | 0.11% | +46+3.2% | Added |
| Catalyst Capital Advisors LLC | 1,500 | $708.9K | 0.02% | −13,275−89.8% | Reduced |
| Factorial Partners, LLC | 1,500 | $708.9K | 0.53% | +1,500 | New |
| Thrive Wealth Management, LLC | 1,505 | $711.5K | 0.18% | −5−0.3% | Reduced |
| DT Investment Partners, LLC | 1,437 | $712.3K | 0.09% | 00.0% | Unchanged |
| Insight Advisors, LLC | 1,508 | $712.5K | 0.17% | −30−2.0% | Reduced |
| Advisory Alpha, LLC | 1,510 | $713.4K | 0.05% | −30−1.9% | Reduced |
| First Pacific Advisors, LP | 1,510 | $713.6K | 0.01% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 1,513 | $715.1K | 1.32% | +1,513 | New |
| Consolidated Portfolio Review Corp | 1,514 | $715.5K | 0.19% | +1,514 | New |
| Crewe Advisors LLC | 1,517 | $716.9K | 0.10% | −16−1.0% | Reduced |
| LifePro Asset Management | 1,354 | $717.9K | 0.52% | +12+0.9% | Added |
| Sather Financial Group Inc | 1,529 | $722.6K | 0.06% | −44−2.8% | Reduced |
| Ballast Advisors LLC | 1,529 | $722.6K | 0.29% | +84+5.8% | Added |
| Quantum Financial Advisors, LLC | 1,529 | $722.8K | 0.23% | −93−5.7% | Reduced |
| Blue Square Asset Management, LLC | 1,533 | $724.5K | 0.48% | +798+108.6% | Added |
| Ambassador Advisors, LLC | 1,483 | $724.7K | 0.16% | +1,483 | New |
| Cooper Financial Group | 1,535 | $725.6K | 0.20% | −102−6.2% | Reduced |
| FSB Premier Wealth Management, Inc. | 1,537 | $726.4K | 0.40% | −146−8.7% | Reduced |
| DCM Advisors, LLC | 1,540 | $727.8K | 0.34% | −63−3.9% | Reduced |
| Lewis Capital Management, LLC | 1,540 | $727.8K | 1.09% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 1,546 | $730.6K | 0.27% | −40−2.5% | Reduced |
| Provence Wealth Management Group | 1,548 | $731.6K | 0.49% | +341+28.3% | Added |
| LWMG, LLC | 1,556 | $735.4K | 0.23% | −2−0.1% | Reduced |
| ICW Investment Advisors LLC | 1,558 | $736.7K | 0.42% | +147+10.4% | Added |
| Collective Family Office LLC | 1,560 | $737.2K | 0.30% | −47−2.9% | Reduced |
| Oldfather Financial Services, LLC | 1,563 | $738.7K | 0.38% | +12+0.8% | Added |
| Avory & Company, LLC | 1,568 | $741.0K | 0.51% | −273−14.8% | Reduced |
| Concord Wealth Partners | 1,571 | $742.3K | 0.21% | +785+99.9% | Added |
| Independent Solutions Wealth Management, LLC | 1,571 | $742.4K | 0.22% | −1,081−40.8% | Reduced |
| Titleist Asset Management, LLC | 1,573 | $743.5K | 0.16% | +1,573 | New |
| Cornerstone Wealth Management, LLC | 1,574 | $743.9K | 0.07% | +1,574 | New |
| WR Wealth Planners, LLC | 1,579 | $746.2K | 0.32% | +962+155.9% | Added |
| SFMG, LLC | 1,579 | $746.4K | 0.08% | +8+0.5% | Added |
| Twin Focus Capital Partners, LLC | 1,580 | $746.7K | 0.15% | +14+0.9% | Added |
| Waddell & Associates, LLC | 1,583 | $748.3K | 0.12% | −34−2.1% | Reduced |
| 44 Wealth Management LLC | 1,594 | $753.3K | 0.25% | −291−15.4% | Reduced |
| United Community Bank | 1,596 | $754.3K | 0.71% | +8+0.5% | Added |
| CFS Investment Advisory Services, LLC | 1,599 | $756.0K | 0.14% | +213+15.4% | Added |
| ABLE Financial Group, LLC | 1,600 | $756.1K | 0.49% | +1,600 | New |
| Traynor Capital Management, Inc. | 1,601 | $756.7K | 0.11% | −5−0.3% | Reduced |
| WealthBridge Capital Management, LLC | 1,603 | $757.6K | 0.30% | +84+5.5% | Added |
| Waterfront Wealth Inc. | 1,604 | $757.8K | 0.25% | +75+4.9% | Added |
| Magnolia Capital Advisors LLC | 1,605 | $758.6K | 0.39% | +152+10.5% | Added |
| Childress Capital Advisors, LLC | 1,613 | $762.3K | 0.34% | −2,225−58.0% | Reduced |
| Eudaimonia Advisors LLC | 1,613 | $762.3K | 0.51% | −50−3.0% | Reduced |
| SRS Capital Advisors, Inc. | 1,613 | $762.5K | 0.10% | +203+14.4% | Added |
| TBH Global Asset Management, LLC | 1,616 | $763.8K | 0.16% | +1,616 | New |
| Hillsdale Investment Management Inc. | 1,617 | $764.2K | 0.07% | +120+8.0% | Added |
| Washington Trust Advisors, Inc. | 1,617 | $764.2K | 0.08% | −201−11.1% | Reduced |
| Crumly & Associates Inc. | 1,620 | $765.4K | 0.33% | +36+2.3% | Added |
| First National Bank Sioux Falls | 1,625 | $768.0K | 0.53% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 1,626 | $768.4K | 0.09% | +642+65.2% | Added |
| Providence First Trust Co | 1,628 | $769.4K | 0.44% | 00.0% | Unchanged |
| ODonnell Financial Services, LLC | 1,630 | $770.3K | 1.37% | +44+2.8% | Added |
| Aveo Capital Partners, LLC | 1,636 | $773.3K | 0.10% | +54+3.4% | Added |
| Capital Advisors Wealth Management, LLC | 1,638 | $774.3K | 0.21% | −85−4.9% | Reduced |
| Camden National Bank | 1,641 | $775.5K | 0.16% | −28−1.7% | Reduced |
| Global Trust Asset Management, LLC | 1,642 | $775.9K | 0.37% | +10+0.6% | Added |
| 1st Source Bank | 1,647 | $778.4K | 0.05% | −84−4.9% | Reduced |
| Cape Investment Advisory, Inc. | 1,649 | $779.5K | 0.47% | +1,649 | New |
| Baker Avenue Asset Management, LP | 1,651 | $780.0K | 0.04% | −6,582−79.9% | Reduced |
| WMS Partners, LLC | 1,654 | $781.7K | 0.07% | +15+0.9% | Added |
| Stephenson National Bank & Trust | 1,654 | $781.7K | 0.48% | +152+10.1% | Added |
| Capital Advisory Group Advisory Services, LLC | 1,654 | $781.7K | 0.47% | +166+11.2% | Added |
| Emerald Advisers, LLC | 1,655 | $782.1K | 0.04% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,660 | $784.5K | 0.11% | +65+4.1% | Added |
| Steward Financial Group LLC | 1,662 | $785.0K | 0.26% | +124+8.1% | Added |
| Mill Creek Capital Advisors, LLC | 1,663 | $785.9K | 0.03% | −117−6.6% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 1,664 | $786.4K | 0.12% | 00.0% | Unchanged |
| Courier Capital LLC | 1,665 | $786.9K | 0.09% | −210−11.2% | Reduced |
| Argus Investors' Counsel, Inc. | 1,670 | $789.4K | 0.60% | −34−2.0% | Reduced |
| Fort Point Capital Partners LLC | 1,677 | $792.6K | 0.13% | −121−6.7% | Reduced |
| Oxinas Partners Wealth Management LLC | 1,678 | $792.9K | 0.57% | −53−3.1% | Reduced |
| One River Asset Management, LLC | 1,685 | $793.2K | 0.59% | −1,123−40.0% | Reduced |
| Biltmore Family Office, LLC | 1,689 | $798.2K | 0.17% | +24+1.4% | Added |
| Triad Financial Advisors, Inc. | 1,690 | $798.8K | 0.35% | −23−1.3% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,621 | $799.3K | 0.34% | +638+64.9% | Added |
| Monument Capital Management | 1,694 | $800.4K | 0.27% | −916−35.1% | Reduced |
| Angeles Investment Advisors, LLC | 1,698 | $802.5K | 0.07% | +690+68.5% | Added |
| Breakwater Capital Group | 1,699 | $802.9K | 0.34% | +490+40.5% | Added |
| BMS Financial Advisors, LLC | 1,702 | $804.3K | 0.56% | +160+10.4% | Added |
| Texas Capital Bancshares Inc | 1,712 | $809.1K | 0.51% | +17+1.0% | Added |
| Resurgent Financial Advisors LLC | 1,715 | $810.5K | 0.55% | −886−34.1% | Reduced |
| Phocas Financial Corp. | 1,720 | $812.9K | 0.12% | +170+11.0% | Added |
| First Western Trust Bank | 1,721 | $813.3K | 0.04% | −25−1.4% | Reduced |
| Jeppson Wealth Management, LLC | 1,723 | $814.3K | 0.35% | 00.0% | Unchanged |
| Heron Bay Capital Management | 1,725 | $815.2K | 0.32% | −8−0.5% | Reduced |
| Legacy Capital Group California, Inc. | 1,726 | $815.7K | 0.40% | +1,726 | New |
| Amarillo National Bank | 1,728 | $816.6K | 0.16% | +5+0.3% | Added |
| Chapin Davis, Inc. | 1,729 | $817.2K | 0.42% | +213+14.1% | Added |
| Evergreen Wealth Management, LLC | 1,730 | $817.5K | 0.73% | −7−0.4% | Reduced |
| Private Portfolio Partners LLC | 1,730 | $817.6K | 0.22% | +98+6.0% | Added |
| Founders Capital Management, LLC | 1,731 | $818.1K | 0.20% | 00.0% | Unchanged |
| TCM Advisors, LLC | – | $819.0K | 0.74% | – | – |
| Pointe Capital Management LLC | 1,735 | $819.9K | 0.60% | −112−6.1% | Reduced |
| Asset Management Group, Inc. | 1,735 | $820.1K | 0.18% | +6+0.3% | Added |