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 | 3,054 | $202.4B |
| Q4 2025 | 3,311 | $248.2B |
| Q3 2025 | 3,168 | $253.5B |
| Q2 2025 | 3,185 | $241.1B |
| Q1 2025 | 3,613 | $424.3B |
| Q4 2024 | 3,684 | $409.5B |
| Q3 2024 | 3,476 | $474.6B |
| Q2 2024 | 3,406 | $411.9B |
| Q1 2024 | 3,384 | $398.9B |
| Q4 2023 | 3,421 | $428.0B |
| Q3 2023 | 3,144 | $407.5B |
| Q2 2023 | 3,136 | $388.4B |
| Q1 2023 | 3,114 | $383.6B |
| Q4 2022 | 3,159 | $434.2B |
| Q3 2022 | 2,998 | $413.5B |
| Q2 2022 | 2,964 | $422.0B |
| Q1 2022 | 2,965 | $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 |
|---|---|---|---|---|---|
| Charles Schwab Trust Co | 2,077 | $981.6K | 0.12% | −1,851−47.1% | Reduced |
| CNB Bank | 2,080 | $983.0K | 0.60% | +225+12.1% | Added |
| Jackson, Grant Investment Advisers, Inc. | 2,082 | $984.0K | 0.46% | −35−1.7% | Reduced |
| SkyOak Wealth, LLC | 2,087 | $986.3K | 0.30% | +1,309+168.3% | Added |
| Taylor Hoffman Wealth Management | 2,100 | $992.4K | 0.54% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 2,100 | $992.5K | 0.14% | +39+1.9% | Added |
| Mendel Money Management | 2,101 | $992.9K | 0.53% | +778+58.8% | Added |
| Lederer & Associates Investment Counsel | 2,103 | $994.0K | 0.77% | +40+1.9% | Added |
| McDaniel Terry & Co | 2,104 | $994.0K | 0.11% | +43+2.1% | Added |
| Channel Wealth LLC | 2,105 | $994.8K | 0.64% | +2,105 | New |
| Cerro Pacific Wealth Advisors LLC | 2,108 | $996.4K | 0.55% | +80+3.9% | Added |
| Archer Investment Corp | 2,139 | $1.00M | 0.37% | +224+11.7% | Added |
| Pinnacle Bancorp, Inc. | 2,132 | $1.01M | 0.37% | +19+0.9% | Added |
| Clarity Financial LLC | 2,141 | $1.01M | 3.74% | −14,135−86.8% | Reduced |
| Arvest Trust Co N A | 2,152 | $1.02M | 0.06% | +138+6.9% | Added |
| Hoey Investments, Inc | 2,152 | $1.02M | 0.40% | −364−14.5% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 2,153 | $1.02M | 0.00% | −453−17.4% | Reduced |
| Financial Insights, Inc. | 2,154 | $1.02M | 0.41% | +410+23.5% | Added |
| Halbert Hargrove Global Advisors, LLC | 2,156 | $1.02M | 0.07% | −10−0.5% | Reduced |
| Wealth Management Associates, Inc. | 2,158 | $1.02M | 0.63% | +16+0.7% | Added |
| Syntegra Private Wealth Group, LLC | 2,161 | $1.02M | 0.18% | +17+0.8% | Added |
| Briggs Advisory Group, Inc. | 2,165 | $1.02M | 0.61% | +5+0.2% | Added |
| Dynamic Technology Lab Private Ltd | 2,167 | $1.02M | 0.09% | −1,620−42.8% | Reduced |
| PBMares Wealth Management LLC | 2,167 | $1.02M | 0.38% | 00.0% | Unchanged |
| Fiduciary Planning LLC | 2,172 | $1.03M | 0.49% | +5+0.2% | Added |
| Evergreen Wealth Solutions, LLC | 2,177 | $1.03M | 1.19% | −21−1.0% | Reduced |
| Epiq Partners, LLC | 2,178 | $1.03M | 0.71% | 00.0% | Unchanged |
| Versor Investments LP | 2,180 | $1.03M | 0.14% | +2,180 | New |
| Montecito Bank & Trust | 2,181 | $1.03M | 0.25% | +158+7.8% | Added |
| Plante Moran Financial Advisors, LLC | 2,187 | $1.03M | 0.14% | −59−2.6% | Reduced |
| Armstrong Advisory Group, Inc | 2,188 | $1.03M | 0.12% | −14−0.6% | Reduced |
| Forte Capital LLC | 2,189 | $1.03M | 0.16% | +27+1.2% | Added |
| One Wealth Advisors, LLC | 2,193 | $1.04M | 0.24% | +390+21.6% | Added |
| Quantum Private Wealth, LLC | 2,200 | $1.04M | 0.56% | −48−2.1% | Reduced |
| Bluesphere Advisors, LLC | 2,211 | $1.04M | 0.87% | +110+5.2% | Added |
| Safeguard Investment Advisory Group, LLC | 2,213 | $1.05M | 0.50% | +20+0.9% | Added |
| Saturna Capital CORP | 2,219 | $1.05M | 0.02% | +429+24.0% | Added |
| Park National Corp | 2,222 | $1.05M | 0.05% | −50−2.2% | Reduced |
| Colonial River Wealth Management, LLC | 2,225 | $1.05M | 0.62% | −190−7.9% | Reduced |
| Copperleaf Capital, LLC | 2,226 | $1.05M | 1.05% | +23+1.0% | Added |
| Prentice Wealth Management LLC | 2,229 | $1.05M | 0.50% | −10.0% | Reduced |
| Edge Capital Group, LLC | 2,230 | $1.05M | 0.06% | −565−20.2% | Reduced |
| Centerpoint Advisors, LLC | 2,245 | $1.06M | 0.46% | −267−10.6% | Reduced |
| Ropes Wealth Advisors LLC | 2,278 | $1.08M | 0.19% | −154−6.3% | Reduced |
| Buttonwood Financial Advisors Inc. | 2,285 | $1.08M | 0.84% | −45−1.9% | Reduced |
| MCF Advisors LLC | 2,288 | $1.08M | 0.10% | +184+8.7% | Added |
| Glassman Wealth Services | 2,289 | $1.08M | 0.19% | −2,279−49.9% | Reduced |
| Allred Capital Management, LLC | 2,291 | $1.08M | 0.57% | +110+5.0% | Added |
| Nicolet Bankshares Inc | 2,303 | $1.09M | 0.35% | −46−2.0% | Reduced |
| First Commonwealth Financial Corp | 2,304 | $1.09M | 0.39% | −27−1.2% | Reduced |
| Valtinson Bruner Financial Planning LLC | 2,305 | $1.09M | 0.62% | −9−0.4% | Reduced |
| Uncommon Cents Investing LLC | 2,310 | $1.09M | 0.40% | −30−1.3% | Reduced |
| Secure Asset Management, LLC | 2,318 | $1.10M | 0.37% | +146+6.7% | Added |
| Asset Advisors Investment Management, LLC | 2,325 | $1.10M | 0.14% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 2,330 | $1.10M | 1.10% | +2,330 | New |
| JGP Global Gestao de Recursos Ltda. | 1,915 | $1.10M | 1.24% | −1,251−39.5% | Reduced |
| Cladis Investment Advisory, LLC | 2,336 | $1.10M | 0.99% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 2,215 | $1.11M | 0.55% | −252−10.2% | Reduced |
| Fortis Capital Management LLC | 2,340 | $1.11M | 0.45% | +85+3.8% | Added |
| RKL Wealth Management LLC | 2,346 | $1.11M | 0.14% | −90−3.7% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 2,343 | $1.11M | 0.09% | +2,343 | New |
| Essex Savings Bank | 2,348 | $1.11M | 0.39% | −26−1.1% | Reduced |
| Cornerstone Wealth Advisors, Inc. | 2,348 | $1.11M | 0.40% | −6−0.3% | Reduced |
| FLC Capital Advisors | 2,349 | $1.11M | 0.34% | 00.0% | Unchanged |
| Mark Stevens | 2,352 | $1.11M | 0.14% | +759+47.6% | Added |
| Ignite Planners, LLC | 2,159 | $1.11M | 0.46% | −44−2.0% | Reduced |
| Missouri Trust & Investment Co | 2,353 | $1.11M | 0.72% | −88−3.6% | Reduced |
| North Star Asset Management Inc | 2,353 | $1.11M | 0.07% | −25−1.1% | Reduced |
| Investment Partners, Ltd. | 2,354 | $1.11M | 0.58% | +4+0.2% | Added |
| LVW Advisors, LLC | 2,368 | $1.12M | 0.22% | −63−2.6% | Reduced |
| KC Investment Advisors, LLC | 2,378 | $1.12M | 1.05% | −284−10.7% | Reduced |
| Paulson Wealth Management Inc. | 2,382 | $1.13M | 0.50% | +45+1.9% | Added |
| SC&H Financial Advisors, Inc. | 2,389 | $1.13M | 0.41% | +32+1.4% | Added |
| Peak Asset Management, LLC | 2,394 | $1.13M | 0.28% | +83+3.6% | Added |
| ERn Financial, LLC | 2,395 | $1.13M | 0.25% | +33+1.4% | Added |
| Alta Advisers Ltd | 2,400 | $1.13M | 0.68% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 2,401 | $1.13M | 0.34% | −191−7.4% | Reduced |
| Aaron Wealth Advisors | 2,402 | $1.14M | 0.16% | +295+14.0% | Added |
| Westside Investment Management, Inc. | 2,403 | $1.14M | 0.33% | −141−5.5% | Reduced |
| Sargent Investment Group, LLC | 2,304 | $1.14M | 0.30% | +61+2.7% | Added |
| Riverwater Partners LLC | 2,410 | $1.14M | 1.05% | +289+13.6% | Added |
| Professional Financial Advisors, LLC | 2,238 | $1.14M | 0.67% | +299+15.4% | Added |
| Weinberger Asset Management, Inc | 2,417 | $1.14M | 0.66% | +4+0.2% | Added |
| Baldwin Investment Management, LLC | 2,420 | $1.14M | 0.20% | −107−4.2% | Reduced |
| KRS Capital Management, LLC | 2,427 | $1.15M | 1.29% | +247+11.3% | Added |
| Bassett Hargrove Investment Counsel, LLC | 2,431 | $1.15M | 2.01% | −25−1.0% | Reduced |
| Wealth Management Partners, LLC | 2,443 | $1.15M | 0.81% | +443+22.2% | Added |
| ARS Wealth Advisors Group, LLC | 2,443 | $1.15M | 0.21% | −123−4.8% | Reduced |
| Lake Street Financial LLC | 2,448 | $1.16M | 0.22% | −706−22.4% | Reduced |
| Spirit of America Management Corp | 2,450 | $1.16M | 0.26% | −75−3.0% | Reduced |
| Verition Fund Management LLC | 2,456 | $1.16M | 0.02% | −1,403−36.4% | Reduced |
| Summit Wealth Partners, LLC | 2,459 | $1.16M | 0.30% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 2,460 | $1.16M | 0.09% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 2,461 | $1.16M | 0.60% | −6−0.2% | Reduced |
| Wealth Alliance Advisory Group, LLC | 2,465 | $1.16M | 0.44% | +72+3.0% | Added |
| Heartland Bank & Trust Co | 2,465 | $1.16M | 0.88% | −3,585−59.3% | Reduced |
| Prudent Man Advisors, LLC | 2,479 | $1.17M | 0.46% | −12−0.5% | Reduced |
| CFM Wealth Partners LLC | 2,480 | $1.17M | 0.32% | +71+2.9% | Added |
| Camden Capital, LLC | 2,481 | $1.17M | 0.17% | +65+2.7% | Added |
| Vista Finance, LLC | 2,488 | $1.18M | 1.67% | +784+46.0% | Added |