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 |
|---|---|---|---|---|---|
| Samalin Investment Counsel, LLC | 2,895 | $1.37M | 0.83% | −24−0.8% | Reduced |
| Bremer Bank National Association | 2,902 | $1.37M | 0.27% | −124−4.1% | Reduced |
| Catalyst Financial Partners LLC | 2,903 | $1.37M | 0.59% | +211+7.8% | Added |
| Regal Investment Advisors LLC | 2,907 | $1.37M | 0.12% | +202+7.5% | Added |
| Insigneo Advisory Services, LLC | 2,909 | $1.37M | 0.44% | +135+4.9% | Added |
| Genesee Capital Advisors, LLC | 2,914 | $1.38M | 0.98% | −55−1.9% | Reduced |
| Patton Albertson Miller Group, LLC | 2,914 | $1.38M | 0.25% | −10−0.3% | Reduced |
| Crawford Investment Counsel Inc | 2,937 | $1.39M | 0.03% | +480+19.5% | Added |
| Adirondack Trust Co | 2,938 | $1.39M | 0.70% | −16−0.5% | Reduced |
| Tolleson Wealth Management, Inc. | 2,942 | $1.39M | 0.36% | −20−0.7% | Reduced |
| Commons Capital, LLC | 2,946 | $1.39M | 2.23% | −50−1.7% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 2,947 | $1.39M | 0.53% | −127−4.1% | Reduced |
| Main Street Financial Solutions, LLC | 2,949 | $1.40M | 0.20% | +135+4.8% | Added |
| Phillips Wealth Planners LLC | 2,815 | $1.40M | 1.84% | −21−0.7% | Reduced |
| Enterprise Financial Services Corp | 2,955 | $1.40M | 0.91% | −126−4.1% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 2,967 | $1.40M | 0.03% | 00.0% | Unchanged |
| Wealth Effects LLC | 2,972 | $1.40M | 0.72% | −311−9.5% | Reduced |
| Accuvest Global Advisors | 2,973 | $1.41M | 0.64% | +2,973 | New |
| Scharf Investments, LLC | 2,973 | $1.41M | 0.04% | +704+31.0% | Added |
| Davidson Capital Management Inc. | 2,977 | $1.41M | 0.85% | +229+8.3% | Added |
| Zullo Investment Group, Inc. | 2,981 | $1.41M | 0.88% | +10+0.3% | Added |
| LVM Capital Management Ltd | 2,986 | $1.41M | 0.20% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 2,995 | $1.42M | 0.06% | −867−22.4% | Reduced |
| LGT Fund Management Co Ltd. | 3,000 | $1.42M | 0.60% | −15,260−83.6% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $1.42M | 0.55% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 3,003 | $1.42M | 0.17% | +732+32.2% | Added |
| Gitterman Wealth Management, LLC | 3,007 | $1.42M | 0.68% | +414+16.0% | Added |
| Tiedemann Advisors, LLC | 3,013 | $1.42M | 0.06% | +19+0.6% | Added |
| WealthTrust Asset Management, LLC | 3,014 | $1.42M | 1.35% | −248−7.6% | Reduced |
| Hartford Funds Management Co LLC | 3,022 | $1.43M | 0.14% | +282+10.3% | Added |
| Vectors Research Management, LLC | 3,024 | $1.43M | 0.37% | 00.0% | Unchanged |
| HNP Capital LLC | 3,024 | $1.43M | 0.40% | 00.0% | Unchanged |
| Rothschild Investment Corp | 3,029 | $1.43M | 0.13% | +11+0.4% | Added |
| Sterling Investment Counsel, LLC | 3,030 | $1.43M | 0.85% | +118+4.1% | Added |
| Sand Hill Global Advisors, LLC | 3,031 | $1.43M | 0.08% | 00.0% | Unchanged |
| Smith, Salley & Associates | 3,041 | $1.44M | 0.11% | +64+2.1% | Added |
| Yarbrough Capital, LLC | 3,043 | $1.44M | 0.12% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 3,046 | $1.44M | 0.71% | 00.0% | Unchanged |
| BCGM Wealth Management, LLC | 3,049 | $1.44M | 0.73% | −150−4.7% | Reduced |
| Geller Advisors LLC | 3,051 | $1.44M | 0.21% | +488+19.0% | Added |
| Brand Asset Management Group, Inc. | 3,056 | $1.44M | 0.73% | −131−4.1% | Reduced |
| Arbor Capital Management Inc | 2,806 | $1.45M | 1.17% | +106+3.9% | Added |
| Carolinas Wealth Consulting LLC | 3,063 | $1.45M | 0.31% | +126+4.3% | Added |
| Trust Co of Toledo NA | 3,077 | $1.45M | 0.26% | −24−0.8% | Reduced |
| Delta Financial Advisors LLC | 3,081 | $1.46M | 0.70% | −39−1.3% | Reduced |
| Symphony Financial, Ltd. Co. | 3,101 | $1.46M | 0.38% | −96−3.0% | Reduced |
| Virtue Capital Management, LLC | 3,032 | $1.46M | 0.24% | −193−6.0% | Reduced |
| Accurate Wealth Management, LLC | 2,843 | $1.46M | 0.50% | −2,282−44.5% | Reduced |
| Institute for Wealth Management, LLC. | 3,099 | $1.46M | 0.28% | −220−6.6% | Reduced |
| GYL Financial Synergies, LLC | 3,100 | $1.47M | 0.18% | +691+28.7% | Added |
| Millington Financial Advisors, LLC | 3,105 | $1.47M | 1.36% | −59−1.9% | Reduced |
| Cambridge Advisors Inc. | 3,105 | $1.47M | 0.38% | −25−0.8% | Reduced |
| NEIRG Wealth Management, LLC | 3,110 | $1.47M | 0.25% | +30+1.0% | Added |
| Jacobs Levy Equity Management, Inc | 3,115 | $1.47M | 0.01% | −6,830−68.7% | Reduced |
| KB Financial Partners, LLC | 3,127 | $1.48M | 0.43% | +169+5.7% | Added |
| First County Bank | 3,134 | $1.48M | 0.73% | +330+11.8% | Added |
| LS Investment Advisors, LLC | 3,143 | $1.49M | 0.28% | +682+27.7% | Added |
| CRA Financial Services, LLC | 3,143 | $1.49M | 0.44% | +2+0.1% | Added |
| Mechanics Financial Corp | 3,145 | $1.49M | 0.86% | 00.0% | Unchanged |
| Winton Group Ltd | 3,151 | $1.49M | 0.09% | −1,088−25.7% | Reduced |
| S. R. Schill & Associates | 3,161 | $1.49M | 0.69% | −407−11.4% | Reduced |
| Chicago Partners Investment Group LLC | 3,060 | $1.50M | 0.09% | +606+24.7% | Added |
| Journey Strategic Wealth LLC | 3,172 | $1.50M | 0.16% | −218−6.4% | Reduced |
| Proficio Capital Partners LLC | 3,172 | $1.50M | 0.24% | −125−3.8% | Reduced |
| Altrafin AG | 3,185 | $1.51M | 0.74% | +300+10.4% | Added |
| Beacon Financial Group | 2,931 | $1.51M | 0.21% | −708−19.5% | Reduced |
| Alera Investment Advisors, LLC | 3,196 | $1.51M | 0.35% | −238−6.9% | Reduced |
| Geneva Partners, LLC | 3,199 | $1.51M | 1.29% | −1,465−31.4% | Reduced |
| Symmetry Investments LP | 3,200 | $1.51M | 0.72% | +3,200 | New |
| BBR Partners, LLC | 3,201 | $1.51M | 0.17% | −42−1.3% | Reduced |
| Centaurus Financial, Inc. | 3,202 | $1.51M | 0.12% | −590−15.6% | Reduced |
| Cedar Brook Financial Partners, LLC | 3,209 | $1.52M | 0.39% | +11+0.3% | Added |
| Legacy Bridge, LLC | 3,210 | $1.52M | 1.06% | −100−3.0% | Reduced |
| Investment Advisory Services Inc | 3,211 | $1.52M | 0.75% | +104+3.3% | Added |
| Benjamin Edwards Inc | 3,211 | $1.52M | 0.37% | +157+5.1% | Added |
| BigSur Wealth Management LLC | 3,219 | $1.52M | 0.71% | +28+0.9% | Added |
| Cito Capital Group, LLC | 3,226 | $1.52M | 0.76% | +100+3.2% | Added |
| Keel Point, LLC | 3,236 | $1.53M | 0.22% | −134−4.0% | Reduced |
| IAM Advisory, LLC | 3,237 | $1.53M | 0.53% | −1,564−32.6% | Reduced |
| SeaCrest Wealth Management, LLC | 3,239 | $1.53M | 0.21% | −13−0.4% | Reduced |
| Jackson Hole Capital Partners, LLC | 3,239 | $1.53M | 0.40% | +2,385+279.3% | Added |
| Planning Center, Inc. | 2,911 | $1.53M | 0.42% | −32−1.1% | Reduced |
| Lee Financial Co | 3,246 | $1.53M | 0.26% | −1,590−32.9% | Reduced |
| Platform Technology Partners | 3,251 | $1.54M | 0.76% | +21+0.7% | Added |
| Prossimo Advisors, LLC | 3,264 | $1.54M | 3.77% | +61+1.9% | Added |
| Shaker Investments LLC | 3,269 | $1.54M | 0.86% | −3,193−49.4% | Reduced |
| Thomas White International Ltd | 3,281 | $1.55M | 0.33% | +8+0.2% | Added |
| Confluence Wealth Services, Inc. | 3,293 | $1.56M | 0.36% | +644+24.3% | Added |
| Hunter Associates Investment Management LLC | 3,296 | $1.56M | 0.33% | −310−8.6% | Reduced |
| CSU Producer Resources, Inc. | 3,300 | $1.56M | 5.81% | 00.0% | Unchanged |
| Foster Group, Inc. | 3,304 | $1.56M | 0.10% | +268+8.8% | Added |
| Intrua Financial, LLC | 3,180 | $1.56M | 0.33% | +27+0.9% | Added |
| Farther Finance Advisors, LLC | 3,307 | $1.56M | 0.46% | +2,374+254.4% | Added |
| BKD Wealth Advisors, LLC | 3,308 | $1.56M | 0.05% | +150+4.7% | Added |
| Whitener Capital Management, Inc. | 3,315 | $1.57M | 0.65% | +147+4.6% | Added |
| Wealthcare Advisory Partners LLC | 3,325 | $1.57M | 0.07% | −614−15.6% | Reduced |
| Baldwin Brothers Inc | 3,344 | $1.58M | 0.14% | −62−1.8% | Reduced |
| Beach Investment Counsel Inc | 3,352 | $1.58M | 0.21% | −17,018−83.5% | Reduced |
| Nwam LLC | 3,355 | $1.59M | 0.16% | −41−1.2% | Reduced |
| M Holdings Securities, Inc. | 3,355 | $1.59M | 0.16% | −1,193−26.2% | Reduced |