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 |
|---|---|---|---|---|---|
| Avidian Wealth Solutions, LLC | 4,082 | $1.93M | 0.11% | −117−2.8% | Reduced |
| DRW Securities, LLC | 4,082 | $1.93M | 0.28% | +4,082 | New |
| Bayesian Capital Management, LP | 4,100 | $1.94M | 0.24% | +4,100 | New |
| Lawson Kroeker Investment Management Inc | 4,116 | $1.95M | 0.44% | +4,116 | New |
| S&CO Inc | 4,130 | $1.95M | 0.17% | 00.0% | Unchanged |
| PFG Investments, LLC | 4,132 | $1.95M | 0.40% | +4,132 | New |
| Menard Financial Group LLC | 4,133 | $1.95M | 4.52% | −457−10.0% | Reduced |
| ProVise Management Group, LLC | 4,137 | $1.96M | 0.19% | +2,429+142.2% | Added |
| Cahill Financial Advisors Inc | 4,148 | $1.96M | 0.35% | +58+1.4% | Added |
| Core Wealth Advisors, Inc. | 4,156 | $1.96M | 0.78% | +955+29.8% | Added |
| Royal Harbor Partners, LLC | 4,157 | $1.96M | 1.05% | +27+0.7% | Added |
| Oak Associates, Ltd | 4,169 | $1.97M | 0.16% | −3,081−42.5% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 4,175 | $1.97M | 1.17% | +375+9.9% | Added |
| US Asset Management LLC | 4,192 | $1.98M | 2.02% | −17−0.4% | Reduced |
| Waratah Capital Advisors Ltd. | 4,199 | $1.98M | 0.10% | +2,890+220.8% | Added |
| Intact Investment Management Inc. | 4,200 | $1.98M | 0.08% | +1,900+82.6% | Added |
| Brendel Financial Advisors LLC | 4,218 | $1.99M | 1.47% | −100−2.3% | Reduced |
| Triangle Securities Wealth Management | 4,232 | $2.00M | 0.72% | −175−4.0% | Reduced |
| Optas, LLC | 4,237 | $2.00M | 0.71% | +170+4.2% | Added |
| Crescent Grove Advisors, LLC | 4,238 | $2.00M | 0.23% | +9+0.2% | Added |
| Teamwork Financial Advisors, LLC | 4,245 | $2.01M | 0.37% | −5,182−55.0% | Reduced |
| Columbia Trust Co 01012016 | 4,250 | $2.01M | 1.16% | −827−16.3% | Reduced |
| Delaney Dennis R | 4,282 | $2.02M | 1.73% | +124+3.0% | Added |
| Stratos Wealth Advisors, LLC | 4,284 | $2.02M | 0.16% | +28+0.7% | Added |
| Claro Advisors LLC | 4,285 | $2.02M | 0.59% | +156+3.8% | Added |
| Beaumont Financial Advisors, LLC | 4,290 | $2.03M | 0.21% | −46−1.1% | Reduced |
| Marion Wealth Management | 4,302 | $2.03M | 0.76% | +356+9.0% | Added |
| RiverPark Advisors, LLC | 4,303 | $2.03M | 1.36% | +1,296+43.1% | Added |
| Hollencrest Capital Management | 4,309 | $2.04M | 0.22% | +1,911+79.7% | Added |
| PDS Planning, Inc | 4,314 | $2.04M | 0.28% | +1,172+37.3% | Added |
| Brasada Capital Management, LP | 4,314 | $2.04M | 0.45% | +251+6.2% | Added |
| Roof Eidam & Maycock | 4,327 | $2.04M | 0.75% | −172−3.8% | Reduced |
| WD Rutherford LLC | 4,330 | $2.05M | 1.44% | −30−0.7% | Reduced |
| Personal Cfo Solutions, LLC | 4,336 | $2.05M | 0.42% | −43−1.0% | Reduced |
| Callan Family Office, LLC | 4,345 | $2.05M | 0.50% | +2,418+125.5% | Added |
| Benchmark Investment Advisors LLC | 4,348 | $2.05M | 2.11% | −218−4.8% | Reduced |
| Accretive Wealth Partners, LLC | 4,353 | $2.06M | 1.32% | +44+1.0% | Added |
| Parkwood LLC | 4,363 | $2.06M | 0.38% | +4,363 | New |
| Frisch Financial Group, Inc. | 4,408 | $2.08M | 0.81% | +37+0.8% | Added |
| Schear Investment Advisers, LLC | 4,424 | $2.09M | 2.50% | +82+1.9% | Added |
| Aspiriant, LLC | 4,436 | $2.10M | 0.11% | −103−2.3% | Reduced |
| Oak Asset Management, LLC | 4,441 | $2.10M | 0.90% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 4,442 | $2.10M | 0.47% | +500+12.7% | Added |
| Alaethes Wealth LLC | 4,443 | $2.10M | 1.23% | +253+6.0% | Added |
| WP Advisors, LLC | 4,444 | $2.10M | 0.87% | +85+1.9% | Added |
| Interchange Capital Partners, LLC | 4,429 | $2.10M | 1.15% | +3,333+304.1% | Added |
| Cordatus Wealth Management LLC | 4,451 | $2.10M | 2.68% | −20.0% | Reduced |
| Circle Wealth Management, LLC | 4,471 | $2.11M | 0.31% | 00.0% | Unchanged |
| Sabadell Asset Management, S.A S.G.I.I.C | 4,162 | $2.12M | 0.45% | 00.0% | Unchanged |
| Krilogy Financial LLC | 4,486 | $2.12M | 0.18% | +1,514+50.9% | Added |
| Applied Capital LLC | 4,494 | $2.12M | 2.11% | −24−0.5% | Reduced |
| Monetta Financial Services Inc | 4,500 | $2.13M | 2.27% | −1,500−25.0% | Reduced |
| Soltis Investment Advisors LLC | 4,537 | $2.14M | 0.27% | +36+0.8% | Added |
| Sunbelt Securities, Inc. | 4,567 | $2.15M | 0.35% | −184−3.9% | Reduced |
| McDonald Partners LLC | 4,545 | $2.15M | 0.70% | +180+4.1% | Added |
| Fiduciary Alliance LLC | 4,551 | $2.15M | 0.54% | −1,494−24.7% | Reduced |
| Revolve Wealth Partners, LLC | 4,552 | $2.15M | 0.55% | −111−2.4% | Reduced |
| InterOcean Capital Group, LLC | 4,554 | $2.15M | 0.07% | −44−1.0% | Reduced |
| Warren Averett Asset Management, LLC | 4,560 | $2.15M | 0.11% | +70+1.6% | Added |
| Certified Advisory Corp | 4,564 | $2.16M | 0.38% | −125−2.7% | Reduced |
| Virtu Financial LLC | 4,567 | $2.16M | 0.23% | +4,567 | New |
| Aft, Forsyth & Sober, LLC | 4,575 | $2.16M | 1.09% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 4,628 | $2.18M | 0.27% | −472−9.3% | Reduced |
| Sweet Financial Partners, LLC | 4,604 | $2.18M | 0.60% | +1,651+55.9% | Added |
| Oarsman Capital, Inc. | 4,614 | $2.18M | 1.02% | −10.0% | Reduced |
| Trust Investment Advisors | 4,660 | $2.20M | 1.97% | +20.0% | Added |
| Capital Asset Advisory Services LLC | 4,661 | $2.20M | 0.16% | +330+7.6% | Added |
| Mather Group, LLC. | 4,673 | $2.21M | 0.04% | −520−10.0% | Reduced |
| Continuum Advisory, LLC | 4,678 | $2.21M | 0.38% | −181−3.7% | Reduced |
| Seven Eight Capital, LP | 4,684 | $2.21M | 0.46% | +1,725+58.3% | Added |
| Monte Financial Group, LLC | 4,693 | $2.22M | 1.17% | +3,263+228.2% | Added |
| SkyView Investment Advisors, LLC | 4,697 | $2.22M | 0.52% | −350−6.9% | Reduced |
| IFP Advisors, Inc | 13,486 | $2.22M | 0.11% | −6,625−32.9% | Reduced |
| Ingalls & Snyder LLC | 4,710 | $2.23M | 0.11% | −23−0.5% | Reduced |
| Ashford Capital Management Inc | 4,715 | $2.23M | 0.33% | +340+7.8% | Added |
| George Kaiser Family Foundation | 4,724 | $2.23M | 0.36% | +4,724 | New |
| Vise Technologies, Inc. | 4,742 | $2.24M | 0.59% | +492+11.6% | Added |
| Harfst & Associates, Inc. | 4,746 | $2.24M | 0.64% | −8−0.2% | Reduced |
| Wedmont Private Capital | 4,364 | $2.25M | 0.30% | −1,347−23.6% | Reduced |
| Financial Perspectives, Inc | 4,767 | $2.25M | 1.08% | +20.0% | Added |
| KCS Wealth Advisory | 4,770 | $2.25M | 0.85% | −44−0.9% | Reduced |
| BFSG, LLC | 4,778 | $2.26M | 0.42% | +157+3.4% | Added |
| Cape Ann Savings Bank | 4,807 | $2.27M | 1.59% | +74+1.6% | Added |
| Bellwether Advisors, LLC | 4,811 | $2.27M | 0.62% | +4,746+7,301.5% | Added |
| StoneX Group Inc. | 4,829 | $2.28M | 0.25% | +655+15.7% | Added |
| Alpha DNA Investment Management LLC | 4,831 | $2.28M | 1.17% | +1,818+60.3% | Added |
| Ledge Wealth Management, Inc. | 4,832 | $2.28M | 1.08% | +382+8.6% | Added |
| Freedom Day Solutions, LLC | 4,861 | $2.29M | 1.08% | −152−3.0% | Reduced |
| Investment Management Corp of Ontario | 4,842 | $2.29M | 0.10% | −1,267−20.7% | Reduced |
| Apexium Financial, LP | 4,855 | $2.29M | 0.23% | −44−0.9% | Reduced |
| Consilium Wealth Advisory, LLC | 4,870 | $2.30M | 1.96% | −463−8.7% | Reduced |
| Liberty One Investment Management, LLC | 4,872 | $2.30M | 0.31% | +456+10.3% | Added |
| IMA Wealth, Inc. | 4,873 | $2.30M | 0.59% | +389+8.7% | Added |
| Signet Investment Advisory Group, Inc. | 4,887 | $2.31M | 1.59% | +55+1.1% | Added |
| Caliber Wealth Management, LLC | 4,896 | $2.31M | 1.73% | +324+7.1% | Added |
| Joel Isaacson & Co., LLC | 4,900 | $2.32M | 0.17% | −138−2.7% | Reduced |
| Insight Wealth Strategies, LLC | 4,905 | $2.32M | 0.45% | +43+0.9% | Added |
| Bell Bank | 4,909 | $2.32M | 0.25% | −127−2.5% | Reduced |
| Cottage Street Advisors LLC | 4,911 | $2.32M | 1.80% | +4,911 | New |
| CWA Asset Management Group, LLC | 4,913 | $2.32M | 0.17% | −300−5.8% | Reduced |