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 |
|---|---|---|---|---|---|
| Laffer Tengler Investments | 3,356 | $1.59M | 0.43% | +495+17.3% | Added |
| Northern Financial Advisors Inc | 3,361 | $1.59M | 1.50% | −49−1.4% | Reduced |
| Doliver Advisors, LP | 3,371 | $1.59M | 0.50% | −442−11.6% | Reduced |
| Defined Wealth Management, LLC | 3,374 | $1.59M | 1.49% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,392 | $1.59M | 0.42% | −119−3.4% | Reduced |
| Vista Investment Management | 3,377 | $1.60M | 0.84% | −6−0.2% | Reduced |
| Domani Wealth, LLC | 3,382 | $1.60M | 0.37% | +11+0.3% | Added |
| Evermay Wealth Management LLC | 3,382 | $1.60M | 0.32% | +41+1.2% | Added |
| Allstate Corp | 3,388 | $1.60M | 0.12% | −41,326−92.4% | Reduced |
| ICA Group Wealth Management, LLC | 3,396 | $1.60M | 0.38% | +362+11.9% | Added |
| Herold Advisors, Inc. | 3,398 | $1.61M | 0.56% | +127+3.9% | Added |
| Corundum Group, Inc. | 3,399 | $1.61M | 0.76% | −340−9.1% | Reduced |
| Legacy Private Trust Co. | 3,400 | $1.61M | 0.14% | −785−18.8% | Reduced |
| Kistler-Tiffany Companies, LLC | 3,400 | $1.61M | 0.31% | −29−0.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,423 | $1.62M | 0.02% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 3,434 | $1.62M | 0.78% | −22−0.6% | Reduced |
| Legacy Capital Wealth Partners, LLC | 3,438 | $1.62M | 0.44% | +3,438 | New |
| Oakworth Capital, Inc. | 3,446 | $1.63M | 0.15% | 00.0% | Unchanged |
| IMS Capital Management | 3,454 | $1.63M | 0.97% | +147+4.4% | Added |
| Boston Family Office LLC | 3,461 | $1.64M | 0.13% | +199+6.1% | Added |
| Westbourne Investment Advisors, Inc. | 3,466 | $1.64M | 0.79% | −165−4.5% | Reduced |
| Privium Fund Management (UK) Ltd | 3,500 | $1.65M | 1.30% | +3,500 | New |
| Washburn Capital Management, Inc. | 3,485 | $1.65M | 1.42% | −550−13.6% | Reduced |
| Altfest L J & Co Inc | 3,487 | $1.65M | 0.26% | +1,627+87.5% | Added |
| Parisi Gray Wealth Management | 3,490 | $1.65M | 1.03% | −2,950−45.8% | Reduced |
| One Capital Management, LLC | 3,491 | $1.65M | 0.08% | +1,351+63.1% | Added |
| Laraway Financial Inc | 3,495 | $1.65M | 1.67% | −148−4.1% | Reduced |
| Key Financial Inc | 3,496 | $1.65M | 0.60% | +200+6.1% | Added |
| Parsons Capital Management Inc | 3,499 | $1.65M | 0.13% | +672+23.8% | Added |
| Scott Investment Partners LLP | 3,500 | $1.65M | 3.81% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 3,514 | $1.66M | 0.98% | +126+3.7% | Added |
| Keudell/Morrison Wealth Management | 3,518 | $1.66M | 0.49% | −19−0.5% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 3,525 | $1.67M | 0.25% | +3,525 | New |
| AXS Investments LLC | 3,526 | $1.67M | 0.55% | −356−9.2% | Reduced |
| Aries Wealth Management | 3,533 | $1.67M | 0.68% | +47+1.3% | Added |
| LeJeune Puetz Investment Counsel LLC | 3,540 | $1.67M | 0.60% | −7−0.2% | Reduced |
| Leisure Capital Management | 3,542 | $1.67M | 0.96% | +32+0.9% | Added |
| Nilsine Partners, LLC | 3,544 | $1.67M | 0.26% | +3,544 | New |
| Quent Capital, LLC | 3,547 | $1.68M | 0.29% | +4+0.1% | Added |
| Horan Securities, Inc. | 3,549 | $1.68M | 0.86% | −9−0.3% | Reduced |
| Goepper Burkhardt LLC | 3,552 | $1.68M | 1.10% | −27−0.8% | Reduced |
| Paralel Advisors LLC | 3,558 | $1.68M | 0.09% | +94+2.7% | Added |
| Independent Investors Inc | 3,560 | $1.68M | 0.42% | 00.0% | Unchanged |
| Ashburton (Jersey) Ltd | 3,567 | $1.69M | 0.80% | +1,273+55.5% | Added |
| Mission Creek Capital Partners, Inc. | 3,571 | $1.69M | 0.57% | −242−6.3% | Reduced |
| KLCM Advisors, Inc. | 3,582 | $1.69M | 0.34% | +227+6.8% | Added |
| Eqis Capital Management, Inc. | 3,605 | $1.70M | 0.19% | +520+16.9% | Added |
| JT Stratford LLC | 3,606 | $1.70M | 0.49% | −1,060−22.7% | Reduced |
| Walter & Keenan Financial Consulting Co | 3,618 | $1.71M | 0.65% | −746−17.1% | Reduced |
| XR Securities LLC | 3,635 | $1.72M | 2.43% | +3,635 | New |
| Ifrah Financial Services, Inc. | 3,640 | $1.72M | 0.55% | −217−5.6% | Reduced |
| FSM Wealth Advisors, LLC | 3,646 | $1.72M | 1.00% | −119−3.2% | Reduced |
| MRP Capital Investments, LLC | 3,654 | $1.73M | 1.89% | −411−10.1% | Reduced |
| FOCUS Wealth Advisors, LLC | 3,660 | $1.73M | 1.14% | −45−1.2% | Reduced |
| 9258 Wealth Management, LLC | 3,662 | $1.73M | 0.35% | −142−3.7% | Reduced |
| Redwood Investment Management, LLC | 3,663 | $1.73M | 0.19% | +1,455+65.9% | Added |
| Fiduciary Group LLC | 3,665 | $1.73M | 0.23% | +71+2.0% | Added |
| Alpine Woods Capital Investors, LLC | 3,667 | $1.73M | 0.26% | +10.0% | Added |
| Mayflower Financial Advisors, LLC | 3,691 | $1.74M | 0.23% | +85+2.4% | Added |
| Capital Investment Advisory Services, LLC | 3,698 | $1.75M | 0.21% | −133−3.5% | Reduced |
| Naviter Wealth, LLC | 3,719 | $1.76M | 0.61% | +650+21.2% | Added |
| Gryphon Financial Partners LLC | 3,727 | $1.76M | 0.41% | −21−0.6% | Reduced |
| Strategic Investment Advisors | 3,743 | $1.77M | 0.32% | +207+5.9% | Added |
| Ahl Investment Management, Inc. | 3,745 | $1.77M | 1.63% | +3,745 | New |
| Sierra Capital LLC | 3,753 | $1.77M | 0.29% | +6+0.2% | Added |
| Romano Brothers and Company | 3,767 | $1.78M | 0.27% | +83+2.3% | Added |
| First Financial Bank - Trust Division | 3,775 | $1.78M | 0.19% | +116+3.2% | Added |
| CFO4Life Group, LLC | 3,777 | $1.79M | 0.41% | +104+2.8% | Added |
| Alta Wealth Advisors LLC | 3,783 | $1.79M | 1.13% | +391+11.5% | Added |
| IFG Advisory, LLC | 3,798 | $1.80M | 0.17% | −197−4.9% | Reduced |
| Hartford Financial Management Inc. | 3,805 | $1.80M | 0.46% | −2−0.1% | Reduced |
| MONECO Advisors, LLC | 3,820 | $1.81M | 0.53% | +2,531+196.4% | Added |
| HMS Capital Management, LLC | 3,824 | $1.81M | 1.14% | −437−10.3% | Reduced |
| TKG Advisors, LLC | 3,828 | $1.81M | 1.13% | −1,009−20.9% | Reduced |
| Morris Retirement Advisors, LLC | 3,831 | $1.81M | 1.31% | −63−1.6% | Reduced |
| Highview Capital Management LLC | 3,841 | $1.82M | 1.05% | −305−7.4% | Reduced |
| Atomi Financial Group, Inc. | 3,845 | $1.82M | 1.02% | +3,845 | New |
| Legacy Financial Advisors, Inc. | 3,857 | $1.82M | 0.37% | −347−8.3% | Reduced |
| Groesbeck Investment Management Corp | 3,860 | $1.82M | 2.73% | −200−4.9% | Reduced |
| International Assets Investment Management, LLC | 3,865 | $1.83M | 0.26% | −279,467−98.6% | Reduced |
| Hudson Canyon Capital Management | 3,870 | $1.83M | 1.53% | −22−0.6% | Reduced |
| Kozak & Associates, Inc. | 3,882 | $1.83M | 0.82% | −527−12.0% | Reduced |
| FinTrust Capital Advisors, LLC | 3,471 | $1.84M | 0.45% | 00.0% | Unchanged |
| Smith, Moore & Co. | 3,895 | $1.84M | 0.25% | −882−18.5% | Reduced |
| Ami Investment Management Inc | 3,898 | $1.84M | 0.86% | −344−8.1% | Reduced |
| BDO Wealth Advisors, LLC | 3,900 | $1.84M | 0.23% | −20−0.5% | Reduced |
| Rede Wealth, LLC | 3,915 | $1.85M | 0.96% | −3−0.1% | Reduced |
| First Nebraska Trust Co | 3,925 | $1.85M | 0.23% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 3,927 | $1.86M | 0.14% | −70−1.8% | Reduced |
| First Business Financial Services, Inc. | 3,931 | $1.86M | 0.23% | +81+2.1% | Added |
| Amica Retiree Medical Trust | 3,948 | $1.87M | 1.98% | +531+15.5% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 4,000 | $1.89M | 1.22% | −3,000−42.9% | Reduced |
| Waycross Partners, LLC | 4,000 | $1.89M | 0.55% | 00.0% | Unchanged |
| Viking Fund Management LLC | 4,000 | $1.89M | 0.36% | 00.0% | Unchanged |
| Harbert Fund Advisors, Inc. | 4,000 | $1.89M | 1.35% | +1,500+60.0% | Added |
| Northcape Wealth Management, LLC | 4,001 | $1.89M | 0.68% | +438+12.3% | Added |
| Ameliora Wealth Management Ltd. | 4,034 | $1.91M | 1.11% | −356−8.1% | Reduced |
| Advisor OS, LLC | 4,046 | $1.91M | 0.46% | +32+0.8% | Added |
| Creegan & Nassoura Financial Group, LLC | 4,060 | $1.92M | 1.47% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,062 | $1.92M | 0.08% | +293+7.8% | Added |