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 |
|---|---|---|---|---|---|
| Welch & Forbes LLC | 4,915 | $2.32M | 0.04% | −31−0.6% | Reduced |
| North Star Investment Management Corp. | 4,931 | $2.33M | 0.19% | +1,001+25.5% | Added |
| Darwin Advisors, LLC | 4,615 | $2.33M | 0.63% | +407+9.7% | Added |
| Harvey Investment Co LLC | 4,953 | $2.34M | 0.29% | +213+4.5% | Added |
| JNBA Financial Advisors | 4,963 | $2.35M | 0.31% | −17−0.3% | Reduced |
| RB Capital Management, LLC | 4,964 | $2.35M | 0.77% | +298+6.4% | Added |
| Waypoint Capital Advisors, LLC | 4,974 | $2.35M | 0.77% | −39−0.8% | Reduced |
| TCG Advisory Services, LLC | 4,986 | $2.36M | 0.50% | +4,986 | New |
| 180 Wealth Advisors, LLC | 5,010 | $2.37M | 0.55% | −1,153−18.7% | Reduced |
| Tealwood Asset Management Inc | 5,011 | $2.37M | 1.21% | −918−15.5% | Reduced |
| Country Club Bank | 5,050 | $2.37M | 0.20% | +140+2.9% | Added |
| Tilt Investment Management Holdings, PBC | 4,926 | $2.37M | 1.76% | +632+14.7% | Added |
| Marcum Wealth, LLC | 5,041 | $2.38M | 0.30% | −221−4.2% | Reduced |
| Chesapeake Wealth Management | 5,044 | $2.38M | 0.99% | +52+1.0% | Added |
| J.W. Cole Advisors, Inc. | 5,072 | $2.40M | 0.17% | +487+10.6% | Added |
| Warther Private Wealth, LLC | 5,077 | $2.40M | 1.83% | +218+4.5% | Added |
| Cornercap Investment Counsel Inc | 5,078 | $2.40M | 0.42% | +2,300+82.8% | Added |
| Coastal Investment Advisors, Inc. | 5,079 | $2.40M | 0.58% | −262−4.9% | Reduced |
| Destination Wealth Management | 5,085 | $2.40M | 0.09% | +22+0.4% | Added |
| Algert Global LLC | 5,088 | $2.40M | 0.11% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 5,103 | $2.41M | 0.97% | +196+4.0% | Added |
| Sheets Smith Wealth Management | 5,109 | $2.41M | 0.37% | −1,543−23.2% | Reduced |
| Cassaday & Co Wealth Management LLC | 5,113 | $2.42M | 0.10% | +62+1.2% | Added |
| Dohj, LLC | 5,116 | $2.42M | 1.22% | −365−6.7% | Reduced |
| Kovack Advisors, Inc. | 5,120 | $2.42M | 0.33% | −932−15.4% | Reduced |
| Consolidated Capital Management, LLC | 5,143 | $2.43M | 1.31% | +237+4.8% | Added |
| Financial Advocates Investment Management | 5,150 | $2.43M | 0.19% | −145−2.7% | Reduced |
| Pictet Bank & Trust Ltd | 5,151 | $2.43M | 1.70% | +50+1.0% | Added |
| Avestar Capital, LLC | 5,151 | $2.43M | 0.49% | −235−4.4% | Reduced |
| RFG Advisory, LLC | 5,163 | $2.44M | 0.12% | −232−4.3% | Reduced |
| Harvest Fund Management Co., Ltd | 5,181 | $2.45M | 0.54% | −1,290−19.9% | Reduced |
| Manchester Capital Management LLC | 5,186 | $2.45M | 0.32% | +176+3.5% | Added |
| Tobam | 5,187 | $2.45M | 0.16% | +84+1.6% | Added |
| NVWM, LLC | 5,196 | $2.46M | 0.82% | −919−15.0% | Reduced |
| Royal Fund Management, LLC | 5,207 | $2.46M | 0.37% | −105−2.0% | Reduced |
| Bank Hapoalim BM | 5,248 | $2.48M | 0.34% | −813−13.4% | Reduced |
| Fidelis Capital Partners, LLC | 5,019 | $2.48M | 1.05% | +2,075+70.5% | Added |
| Eudaimonia Partners, LLC | 5,250 | $2.48M | 0.60% | −2,664−33.7% | Reduced |
| Northeast Financial Group, Inc. | 4,990 | $2.49M | 1.80% | +256+5.4% | Added |
| Fosun International Ltd | 5,269 | $2.49M | 0.23% | +3,744+245.5% | Added |
| Magnus Financial Group LLC | 5,278 | $2.49M | 0.38% | +194+3.8% | Added |
| Smithfield Trust Co | 5,291 | $2.50M | 0.16% | −165−3.0% | Reduced |
| Shepherd Financial Partners LLC | 5,294 | $2.50M | 0.42% | −1,293−19.6% | Reduced |
| Means Investment Co., Inc. | 5,297 | $2.50M | 0.44% | +8+0.2% | Added |
| Palouse Capital Management, Inc. | 5,303 | $2.51M | 1.69% | −557−9.5% | Reduced |
| Anderson Hoagland & Co | 5,312 | $2.51M | 0.36% | +5,312 | New |
| Paragon Advisors, LLC | 5,319 | $2.51M | 0.85% | +1,709+47.3% | Added |
| Spears Abacus Advisors LLC | 5,319 | $2.51M | 0.23% | +67+1.3% | Added |
| Modera Wealth Management, LLC | 5,335 | $2.52M | 0.10% | +58+1.1% | Added |
| Avantax Planning Partners, Inc. | 5,346 | $2.53M | 0.10% | −603−10.1% | Reduced |
| Arete Wealth Advisors, LLC | 5,346 | $2.53M | 0.21% | +179+3.5% | Added |
| Guardian Wealth Advisors, LLC | 5,364 | $2.54M | 0.44% | +164+3.2% | Added |
| Lyell Wealth Management, LP | 5,371 | $2.54M | 0.36% | −492−8.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 5,379 | $2.54M | 0.23% | −574−9.6% | Reduced |
| Leeward Financial Partners, LLC | 5,400 | $2.55M | 1.56% | +195+3.7% | Added |
| Sterling Investment Management, Inc. | 5,403 | $2.55M | 2.03% | +991+22.5% | Added |
| Dover Advisors, LLC | 5,405 | $2.55M | 2.46% | +1,263+30.5% | Added |
| Inscription Capital, LLC | 5,412 | $2.56M | 0.68% | +105+2.0% | Added |
| Harvest Volatility Management LLC | 5,498 | $2.58M | 0.52% | −324−5.6% | Reduced |
| Advisor Resource Council | 4,977 | $2.59M | 0.65% | +3,793+320.4% | Added |
| Bigelow Investment Advisors, LLC | 5,510 | $2.60M | 1.50% | −161−2.8% | Reduced |
| Richwood Investment Advisors, LLC | 5,560 | $2.63M | 2.62% | −100−1.8% | Reduced |
| Handelsinvest Investeringsforvaltning | 5,565 | $2.63M | 0.42% | −2,865−34.0% | Reduced |
| David Loasby | 5,135 | $2.63M | 0.30% | +2,533+97.3% | Added |
| M&R Capital Management Inc | 5,578 | $2.64M | 0.74% | +114+2.1% | Added |
| Summit Trail Advisors, LLC | 5,590 | $2.64M | 0.11% | +409+7.9% | Added |
| Van Cleef Asset Management,Inc | 5,595 | $2.64M | 0.41% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 5,361 | $2.65M | 0.94% | +841+18.6% | Added |
| Sugarloaf Wealth Management, LLC | 5,607 | $2.65M | 0.65% | +241+4.5% | Added |
| G&S Capital LLC | 5,625 | $2.66M | 1.18% | −1,919−25.4% | Reduced |
| NinePointTwo Capital | 5,630 | $2.66M | 1.00% | −57−1.0% | Reduced |
| Summit X, LLC | 5,615 | $2.66M | 0.69% | −741−11.7% | Reduced |
| Chemung Canal Trust Co | 5,640 | $2.67M | 0.61% | +172+3.1% | Added |
| Park Place Capital Corp | 5,642 | $2.67M | 0.75% | −244−4.1% | Reduced |
| Perigon Wealth Management, LLC | 5,660 | $2.67M | 0.15% | +166+3.0% | Added |
| Rational Advisors LLC | 5,662 | $2.68M | 0.22% | +1,893+50.2% | Added |
| Buckley Wealth Management, LLC | 5,670 | $2.68M | 0.99% | −107−1.9% | Reduced |
| Cooke & Bieler LP | 5,680 | $2.68M | 0.03% | −390−6.4% | Reduced |
| Silicon Valley Capital Partners | 5,692 | $2.69M | 0.56% | +1,352+31.2% | Added |
| Bay Rivers Group | 5,696 | $2.69M | 2.35% | +65+1.2% | Added |
| Grove Bank & Trust | 5,700 | $2.69M | 0.57% | +158+2.9% | Added |
| Platte River Wealth Advisors, LLC | 5,720 | $2.70M | 1.04% | −169−2.9% | Reduced |
| Dempze Nancy E | 5,749 | $2.72M | 2.47% | +55+1.0% | Added |
| Somerset Trust Co | 5,751 | $2.72M | 1.18% | −55−0.9% | Reduced |
| Gyroscope Capital Management Group, LLC | 5,763 | $2.72M | 0.69% | +1,400+32.1% | Added |
| Cunning Capital Partners, LP | 5,780 | $2.73M | 1.86% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 5,782 | $2.73M | 0.08% | +5,781+578,100.0% | Added |
| MU Investments Co., Ltd. | 5,820 | $2.74M | 3.59% | −300−4.9% | Reduced |
| Cox Capital Mgt LLC | 5,791 | $2.74M | 1.98% | −92−1.6% | Reduced |
| Brookfield Asset Management Inc. | 5,796 | $2.74M | 0.01% | −2,934−33.6% | Reduced |
| Magnetar Financial LLC | 5,829 | $2.75M | 0.05% | +5,829 | New |
| Graypoint LLC | 5,846 | $2.76M | 0.30% | +1,292+28.4% | Added |
| Lineweaver Wealth Advisors, LLC | 5,841 | $2.76M | 0.85% | +504+9.4% | Added |
| HRT Financial LP | 5,864 | $2.77M | 0.03% | +5,864 | New |
| GPS Wealth Strategies Group, LLC | 5,886 | $2.78M | 0.58% | +5,886 | New |
| Alerus Financial NA | 5,894 | $2.79M | 0.25% | −161−2.7% | Reduced |
| Rossmore Private Capital | 5,895 | $2.79M | 0.44% | −540−8.4% | Reduced |
| Wealth Alliance | 5,900 | $2.79M | 0.45% | −556−8.6% | Reduced |
| L & S Advisors Inc | 5,906 | $2.79M | 0.39% | −10,455−63.9% | Reduced |
| Valmark Advisers, Inc. | 5,914 | $2.80M | 0.06% | +374+6.8% | Added |