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 |
|---|---|---|---|---|---|
| Intellectus Partners, LLC | 1,742 | $823.2K | 0.26% | −5−0.3% | Reduced |
| Resonant Capital Advisors, LLC | 1,745 | $824.7K | 0.09% | +94+5.7% | Added |
| WealthTrust Axiom LLC | 1,756 | $829.9K | 0.28% | +81+4.8% | Added |
| Kellett Schaffner Wealth Advisors LLC | 1,760 | $831.8K | 0.80% | 00.0% | Unchanged |
| Resolute Wealth Strategies, LLC | 1,765 | $834.6K | 0.71% | +1,765 | New |
| Golden State Equity Partners | 1,768 | $835.5K | 0.45% | +1,768 | New |
| Buckingham Strategic Partners | 1,777 | $839.9K | 0.05% | −1,149−39.3% | Reduced |
| Cannell Peter B & Co Inc | 1,780 | $841.2K | 0.03% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,781 | $841.7K | 0.11% | +28+1.6% | Added |
| Global Assets Advisory, LLC | 1,671 | $843.0K | 0.86% | −51−3.0% | Reduced |
| Concord Asset Management, LLC | 1,785 | $843.7K | 0.35% | +1,785 | New |
| Northwest Bancshares, Inc. | 1,786 | $844.0K | 0.16% | −12−0.7% | Reduced |
| Fortitude Advisory Group L.L.C. | 1,788 | $845.1K | 0.66% | +127+7.6% | Added |
| Aspen Wealth Strategies, LLC | 1,791 | $846.3K | 0.66% | −2−0.1% | Reduced |
| Ssi Investment Management LLC | 1,792 | $846.9K | 0.06% | −421−19.0% | Reduced |
| Argent Advisors, Inc. | 1,792 | $846.9K | 0.40% | +14+0.8% | Added |
| Sonoma Private Wealth LLC | 1,795 | $848.3K | 1.69% | −6−0.3% | Reduced |
| DAGCO, Inc. | 1,796 | $848.7K | 0.46% | −44−2.4% | Reduced |
| Prosperity Financial Group, Inc. | 1,799 | $850.2K | 0.86% | +6+0.3% | Added |
| BSW Wealth Partners | 1,803 | $852.0K | 0.17% | −3−0.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 1,808 | $854.4K | 0.21% | +60+3.4% | Added |
| West Paces Advisors Inc. | 1,808 | $854.4K | 0.27% | −4−0.2% | Reduced |
| First Pacific Financial | 1,809 | $855.0K | 0.40% | −9−0.5% | Reduced |
| Knights of Columbus Asset Advisors LLC | 1,810 | $855.4K | 0.08% | +2+0.1% | Added |
| Mosaic Family Wealth Partners, LLC | 1,812 | $856.1K | 0.18% | +4+0.2% | Added |
| Soundwatch Capital LLC | 1,813 | $856.8K | 0.20% | +1,686+1,327.6% | Added |
| DGS Capital Management, LLC | 1,814 | $857.3K | 0.48% | −161−8.2% | Reduced |
| Eisler Capital (US) LLC | 1,817 | $858.7K | 0.43% | +1,817 | New |
| Oak Harbor Wealth Partners, LLC | 1,817 | $858.8K | 0.31% | +231+14.6% | Added |
| Paladin Advisory Group, LLC | 1,821 | $860.6K | 0.72% | +1,821 | New |
| Franklin Street Advisors Inc | 1,824 | $862.0K | 0.08% | −307−14.4% | Reduced |
| Virtus ETF Advisers LLC | 1,827 | $863.4K | 0.47% | +382+26.4% | Added |
| Simon Quick Advisors, LLC | 1,833 | $866.3K | 0.09% | +582+46.5% | Added |
| Buffington Mohr McNeal | 1,834 | $866.9K | 0.20% | +17+0.9% | Added |
| MBM Wealth Consultants, LLC | 1,717 | $869.0K | 0.37% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 1,839 | $869.1K | 0.10% | −7,780−80.9% | Reduced |
| KG&L Capital Management,LLC | 1,855 | $876.7K | 0.46% | +961+107.5% | Added |
| Western Financial Corp | 1,855 | $876.7K | 0.62% | −518−21.8% | Reduced |
| SMART Wealth LLC | 1,862 | $879.8K | 0.78% | −86−4.4% | Reduced |
| Detalus Advisors, LLC | 1,865 | $881.4K | 0.42% | −10−0.5% | Reduced |
| Colton Groome Financial Advisors, LLC | 1,868 | $882.8K | 0.42% | +794+73.9% | Added |
| Campion Asset Management LLC | 1,870 | $883.7K | 0.83% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 1,872 | $885.0K | 0.15% | −493−20.8% | Reduced |
| Bowman & Co S.C. | 1,885 | $890.9K | 0.65% | +94+5.2% | Added |
| GW Henssler & Associates Ltd | 1,887 | $891.8K | 0.06% | +133+7.6% | Added |
| Avalon Trust Co | 1,888 | $892.3K | 0.09% | +1,888 | New |
| Cardiff Park Advisors, LLC | 1,889 | $892.5K | 0.12% | 00.0% | Unchanged |
| Blodgett Wealth Advisors, LLC | 1,892 | $894.1K | 1.04% | −10−0.5% | Reduced |
| Gould Asset Management LLC | 1,893 | $894.6K | 0.25% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 1,893 | $894.6K | 0.66% | +26+1.4% | Added |
| Profit Investment Management, LLC | 1,896 | $896.0K | 0.59% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 1,831 | $897.9K | 0.32% | −194−9.6% | Reduced |
| IVC Wealth Advisors LLC | 1,904 | $899.6K | 0.64% | −2,870−60.1% | Reduced |
| Sustainable Insight Capital Management, LLC | 1,905 | $900.3K | 0.90% | +91+5.0% | Added |
| Saxon Interests, Inc. | 1,905 | $900.4K | 0.51% | +66+3.6% | Added |
| Alpha Family Trust | 1,915 | $905.0K | 0.72% | +180+10.4% | Added |
| Abacus Planning Group, Inc. | 1,917 | $906.0K | 0.23% | +57+3.1% | Added |
| Virginia Wealth Management Group, Inc. | 1,918 | $906.3K | 0.62% | +1+0.1% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 1,933 | $909.8K | 0.87% | +137+7.6% | Added |
| Stelac Advisory Services LLC | 1,926 | $910.2K | 0.40% | −12−0.6% | Reduced |
| Islay Capital Management, LLC | 1,926 | $910.3K | 0.89% | +553+40.3% | Added |
| Asset Management Corp | 1,929 | $911.6K | 0.71% | +395+25.7% | Added |
| Relyea Zuckerberg Hanson LLC | 1,930 | $912.2K | 0.22% | +129+7.2% | Added |
| ASB Consultores, LLC | 1,937 | $915.4K | 0.37% | −594−23.5% | Reduced |
| Tandem Investment Advisors, Inc. | 1,939 | $916.0K | 0.04% | +404+26.3% | Added |
| My Personal CFO, LLC | 1,942 | $917.8K | 0.78% | +1,941+194,100.0% | Added |
| Regent Peak Wealth Advisors LLC | 1,947 | $920.3K | 0.28% | −284−12.7% | Reduced |
| OneAscent Financial Services LLC | 1,952 | $922.0K | 0.37% | −114−5.5% | Reduced |
| E Fund Management Co., Ltd. | 1,950 | $922.0K | 0.07% | −58−2.9% | Reduced |
| Convergence Investment Partners, LLC | 1,954 | $923.0K | 0.54% | −413−17.4% | Reduced |
| Joseph Group Capital Management | 1,956 | $924.4K | 0.81% | +259+15.3% | Added |
| FRG Family Wealth Advisors LLC | 1,960 | $926.3K | 0.21% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 1,961 | $926.7K | 0.43% | +71+3.8% | Added |
| Texas Yale Capital Corp. | 1,965 | $928.6K | 0.05% | −955−32.7% | Reduced |
| 1776 Wealth LLC | 1,967 | $929.6K | 0.56% | +13+0.7% | Added |
| Berkeley Capital Partners, LLC | 1,968 | $929.8K | 0.34% | +34+1.8% | Added |
| Wall Street Access Asset Management, LLC | 1,974 | $932.9K | 0.62% | 00.0% | Unchanged |
| Presidio Capital Management, LLC | 1,977 | $934.3K | 0.81% | −160−7.5% | Reduced |
| American Money Management, LLC | 1,986 | $938.4K | 0.25% | −70−3.4% | Reduced |
| Disciplined Equity Management, Inc. | 1,990 | $940.5K | 0.80% | +52+2.7% | Added |
| Copperwynd Financial, LLC | 1,991 | $940.9K | 0.48% | +37+1.9% | Added |
| JSF Financial, LLC | 1,997 | $944.0K | 0.35% | +165+9.0% | Added |
| STAR Financial Bank | 1,998 | $944.2K | 0.92% | 00.0% | Unchanged |
| Carmignac Gestion | 2,000 | $945.2K | 0.02% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 2,006 | $948.1K | 0.72% | +32+1.6% | Added |
| Five Oceans Advisors | 2,016 | $952.7K | 0.62% | −636−24.0% | Reduced |
| Sovereign Financial Group, Inc. | 2,022 | $955.5K | 0.35% | +79+4.1% | Added |
| McLean Asset Management Corp | 2,022 | $955.5K | 0.39% | −120−5.6% | Reduced |
| Eagle Strategies LLC | 2,023 | $956.3K | 0.24% | +1,538+317.1% | Added |
| CVA Family Office, LLC | 2,024 | $956.5K | 0.21% | +156+8.4% | Added |
| Atlas Brown,Inc. | 2,036 | $962.2K | 0.44% | 00.0% | Unchanged |
| Everett Harris & Co | 2,046 | $966.9K | 0.02% | +177+9.5% | Added |
| First Capital Advisors Group, LLC. | 2,051 | $969.3K | 0.62% | −456−18.2% | Reduced |
| Angeles Wealth Management, LLC | 2,055 | $971.2K | 0.14% | −2,573−55.6% | Reduced |
| American State Bank (Iowa) | 2,055 | $971.2K | 0.71% | −98−4.6% | Reduced |
| Teza Capital Management LLC | 2,055 | $971.2K | 0.21% | +2,055 | New |
| Sompo Asset Management Co., Ltd. | 2,060 | $973.5K | 0.20% | +250+13.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,071 | $978.6K | 0.20% | +216+11.6% | Added |
| Clean Yield Group | 2,073 | $979.7K | 0.42% | −40−1.9% | Reduced |
| Vigilare Wealth Management | 2,076 | $981.0K | 0.55% | −276−11.7% | Reduced |