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 |
|---|---|---|---|---|---|
| California First Leasing Corp | 2,489 | $1.18M | 0.79% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 2,494 | $1.18M | 0.43% | 00.0% | Unchanged |
| Birinyi Associates Inc | 2,500 | $1.18M | 0.49% | +1,150+85.2% | Added |
| LaFleur & Godfrey LLC | 2,509 | $1.19M | 0.19% | +70+2.9% | Added |
| WT Wealth Management | 2,510 | $1.19M | 0.51% | +54+2.2% | Added |
| Opal Wealth Advisors, LLC | 2,514 | $1.19M | 0.69% | +17+0.7% | Added |
| Hodges Capital Management Inc. | 3,714 | $1.19M | 0.10% | +339+10.0% | Added |
| GoalVest Advisory LLC | 2,529 | $1.20M | 0.70% | +134+5.6% | Added |
| Parkside Financial Bank & Trust | 2,530 | $1.20M | 0.32% | −404−13.8% | Reduced |
| New England Research & Management, Inc. | 2,530 | $1.20M | 0.70% | +1,655+189.1% | Added |
| Mason & Associates Inc | 2,532 | $1.20M | 0.37% | −15−0.6% | Reduced |
| Centiva Capital, LP | 2,542 | $1.20M | 0.07% | +2,408+1,797.0% | Added |
| Kolinsky Wealth Management, LLC | 2,548 | $1.20M | 1.28% | +48+1.9% | Added |
| Wilson & Boucher Capital Management, LLC | 2,554 | $1.21M | 1.16% | +97+3.9% | Added |
| Steel Peak Wealth Management LLC | 2,555 | $1.21M | 0.08% | +625+32.4% | Added |
| QP Wealth Management, LLC | 2,557 | $1.21M | 1.98% | −1,059−29.3% | Reduced |
| St. Johns Investment Management Company, LLC | 2,561 | $1.21M | 0.70% | +32+1.3% | Added |
| Brandywine Oak Private Wealth LLC | 2,572 | $1.22M | 0.14% | −55−2.1% | Reduced |
| TLWM | 2,573 | $1.22M | 0.39% | −15−0.6% | Reduced |
| Trustmark National Bank Trust Department | 2,581 | $1.22M | 0.11% | −2,242−46.5% | Reduced |
| Apeiron RIA LLC | 2,581 | $1.22M | 0.42% | +20+0.8% | Added |
| Westhampton Capital, LLC | 2,587 | $1.22M | 0.79% | +30+1.2% | Added |
| Epic Trust Investment Advisors, LLC | 2,597 | $1.23M | 1.54% | +819+46.1% | Added |
| Transatlantique Private Wealth LLC | 2,598 | $1.23M | 0.68% | +244+10.4% | Added |
| Washington Capital Management Inc | 2,598 | $1.23M | 1.09% | −80−3.0% | Reduced |
| Financial Engines Advisors L.L.C. | 2,600 | $1.23M | 0.00% | −719−21.7% | Reduced |
| Cable Hill Partners, LLC | 2,606 | $1.23M | 0.20% | −516−16.5% | Reduced |
| KFA Private Wealth Group, LLC | 2,609 | $1.23M | 0.56% | +54+2.1% | Added |
| First National Bank of Hutchinson | 2,619 | $1.24M | 0.98% | +970+58.8% | Added |
| Meridian Financial Partners LLC | 2,458 | $1.24M | 1.41% | +25+1.0% | Added |
| Van Leeuwen & Company, LLC | 2,625 | $1.24M | 0.83% | −683−20.6% | Reduced |
| Riverview Trust Co | 2,629 | $1.24M | 1.14% | −105−3.8% | Reduced |
| Nicholas Hoffman & Company, LLC. | 2,632 | $1.24M | 0.11% | +68+2.7% | Added |
| CIC Wealth, LLC | 2,634 | $1.25M | 0.47% | +5+0.2% | Added |
| Partners Capital Investment Group, LLP | 2,637 | $1.25M | 0.05% | +2,637 | New |
| West Michigan Advisors, LLC | 2,643 | $1.25M | 0.71% | +1,397+112.1% | Added |
| 626 Financial, LLC | 2,645 | $1.25M | 0.83% | +56+2.2% | Added |
| City State Bank | 2,645 | $1.25M | 0.72% | +1,000+60.8% | Added |
| Everhart Financial Group, Inc. | 2,646 | $1.25M | 0.56% | −122−4.4% | Reduced |
| Kensington Investment Counsel, LLC | 2,646 | $1.25M | 0.94% | −31−1.2% | Reduced |
| Ellis Investment Partners, LLC | 2,650 | $1.25M | 0.32% | +224+9.2% | Added |
| Reuter James Wealth Management, LLC | 2,651 | $1.25M | 0.88% | −54−2.0% | Reduced |
| Atlas Capital Advisors LLC | 2,656 | $1.26M | 0.20% | −9−0.3% | Reduced |
| Simplify Asset Management Inc. | 2,662 | $1.26M | 0.23% | −5,335−66.7% | Reduced |
| Wallace Advisory Group, LLC | 2,662 | $1.26M | 0.96% | +830+45.3% | Added |
| Ironwood Investment Counsel, LLC | 2,664 | $1.26M | 0.30% | +142+5.6% | Added |
| Waterloo Capital, L.P. | 2,667 | $1.26M | 0.39% | +2,667 | New |
| Bank of Stockton | 2,670 | $1.26M | 0.44% | −45−1.7% | Reduced |
| Perennial Investment Advisors, LLC | 2,675 | $1.26M | 0.24% | +370+16.1% | Added |
| Live Oak Investment Partners | – | $1.27M | 1.11% | – | – |
| MinichMacGregor Wealth Management, LLC | 2,678 | $1.27M | 0.42% | −54−2.0% | Reduced |
| XML Financial, LLC | 2,714 | $1.27M | 0.15% | +47+1.8% | Added |
| Measured Wealth Private Client Group, LLC | 2,679 | $1.27M | 0.49% | −199−6.9% | Reduced |
| Heron Financial Group, LLC | 2,683 | $1.27M | 0.70% | +2,683 | New |
| Endurance Wealth Management, Inc. | 2,685 | $1.27M | 0.18% | 00.0% | Unchanged |
| Caldwell Investment Management Ltd. | 2,690 | $1.27M | 1.26% | −3,431−56.1% | Reduced |
| CoreFirst Bank & Trust | 2,698 | $1.28M | 0.93% | +110+4.3% | Added |
| Codex Capital, L.L.C. | 2,700 | $1.28M | 0.88% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 2,702 | $1.28M | 0.34% | +150+5.9% | Added |
| Tilia Fiduciary Partners, Inc. | 2,703 | $1.28M | 1.22% | −14−0.5% | Reduced |
| Droms Strauss Advisors Inc | 2,709 | $1.28M | 0.58% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 2,716 | $1.28M | 0.73% | +5+0.2% | Added |
| MJP Associates Inc | 2,722 | $1.29M | 0.40% | +79+3.0% | Added |
| MBL Wealth, LLC | 2,728 | $1.29M | 0.20% | +128+4.9% | Added |
| Godshalk Welsh Capital Management, Inc. | 2,730 | $1.29M | 0.91% | −150−5.2% | Reduced |
| Total Clarity Wealth Management, Inc. | 2,739 | $1.29M | 0.70% | +3+0.1% | Added |
| Oak Hill Wealth Advisors, LLC | 2,741 | $1.30M | 0.51% | −28−1.0% | Reduced |
| Cim Investment Mangement Inc | 2,744 | $1.30M | 0.48% | +212+8.4% | Added |
| Diversified, LLC | 2,747 | $1.30M | 0.46% | +62+2.3% | Added |
| Signature Wealth Management Group | 2,749 | $1.30M | 0.62% | −159−5.5% | Reduced |
| EverSource Wealth Advisors, LLC | 2,751 | $1.30M | 0.16% | −493−15.2% | Reduced |
| Cornerstone Advisory, LLC | 2,761 | $1.30M | 0.23% | +254+10.1% | Added |
| Pure Financial Advisors, Inc. | 2,761 | $1.30M | 0.06% | +16+0.6% | Added |
| BancorpSouth Bank | 2,765 | $1.31M | 0.12% | −26−0.9% | Reduced |
| Summit Financial Wealth Advisors, LLC | 2,765 | $1.31M | 0.31% | −25−0.9% | Reduced |
| Garrison Point Advisors, LLC | 2,768 | $1.31M | 0.98% | −44−1.6% | Reduced |
| GraniteShares Advisors LLC | 2,775 | $1.31M | 1.16% | −169−5.7% | Reduced |
| Drive Wealth Management, LLC | 2,781 | $1.31M | 0.55% | +125+4.7% | Added |
| Kingfisher Capital LLC | 2,785 | $1.32M | 0.35% | +4+0.1% | Added |
| Pennsylvania Capital Management Inc | 2,785 | $1.32M | 0.64% | +54+2.0% | Added |
| StrongBox Wealth, LLC | 2,788 | $1.32M | 0.88% | +759+37.4% | Added |
| FirstPurpose Wealth LLC | 2,795 | $1.32M | 0.65% | +60+2.2% | Added |
| Absolute Capital Management, LLC | 2,807 | $1.33M | 1.17% | +1,166+71.1% | Added |
| Tandem Capital Management Corp | 2,816 | $1.33M | 0.94% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 2,830 | $1.34M | 0.22% | +610+27.5% | Added |
| Sage Mountain Advisors LLC | 2,844 | $1.34M | 0.22% | +1,146+67.5% | Added |
| Investment Management of Virginia LLC | 2,850 | $1.35M | 0.26% | −148−4.9% | Reduced |
| L.M. Kohn & Company | 2,856 | $1.35M | 0.56% | +127+4.7% | Added |
| Covenant Partners, LLC | 2,859 | $1.35M | 0.52% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,860 | $1.35M | 0.10% | −544−16.0% | Reduced |
| Cahaba Wealth Management, Inc. | 2,869 | $1.36M | 0.16% | +5+0.2% | Added |
| Tiemann Investment Advisors, LLC | 2,874 | $1.36M | 0.74% | −62−2.1% | Reduced |
| Wolf Group Capital Advisors | 2,877 | $1.36M | 0.68% | −334−10.4% | Reduced |
| E&G Advisors, LP | 2,880 | $1.36M | 0.50% | −2,994−51.0% | Reduced |
| Independence Bank of Kentucky | 2,881 | $1.36M | 0.59% | +1,145+66.0% | Added |
| Moss Adams Wealth Advisors LLC | 2,882 | $1.36M | 0.46% | −235−7.5% | Reduced |
| River & Mercantile Asset Management LLP | 2,890 | $1.36M | 0.28% | −100−3.3% | Reduced |
| Stevens Capital Management LP | 2,889 | $1.36M | 0.34% | +1,480+105.0% | Added |
| Trail Ridge Investment Advisors, LLC | 2,894 | $1.37M | 0.89% | −268−8.5% | Reduced |
| Humankind Investments LLC | 2,895 | $1.37M | 0.57% | +253+9.6% | Added |