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 |
|---|---|---|---|---|---|
| Wealthsource Partners, LLC | 5,915 | $2.80M | 0.19% | −93−1.5% | Reduced |
| Independent Financial Group, LLC | 5,919 | $2.80M | 0.22% | +485+8.9% | Added |
| Perfromance Wealth Partners, LLC | 5,925 | $2.80M | 0.14% | +1,316+28.6% | Added |
| Next Century Growth Investors LLC | 5,931 | $2.80M | 0.31% | −137−2.3% | Reduced |
| Centric Wealth Management | 5,935 | $2.81M | 1.22% | +141+2.4% | Added |
| Stokes Family Office, LLC | 5,938 | $2.81M | 0.35% | −745−11.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 5,950 | $2.81M | 0.22% | +48+0.8% | Added |
| TCWP LLC | 5,956 | $2.81M | 0.53% | −430−6.7% | Reduced |
| Mount Lucas Management LP | 6,022 | $2.85M | 0.97% | +226+3.9% | Added |
| Capricorn Fund Managers Ltd | 6,100 | $2.85M | 0.87% | +300+5.2% | Added |
| AIMZ Investment Advisors, LLC | 6,042 | $2.86M | 1.28% | −4−0.1% | Reduced |
| Affinity Investment Advisors, LLC | 6,050 | $2.86M | 1.53% | −3,016−33.3% | Reduced |
| Cornerstone Wealth Group, LLC | 6,053 | $2.86M | 0.51% | −4,005−39.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 6,066 | $2.87M | 0.44% | −62−1.0% | Reduced |
| SevenBridge Financial Group, LLC | 6,070 | $2.87M | 0.79% | −67−1.1% | Reduced |
| Founders Financial Securities LLC | 6,076 | $2.87M | 0.41% | +532+9.6% | Added |
| Northside Capital Management, LLC | 6,078 | $2.87M | 0.77% | −39−0.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 6,090 | $2.88M | 0.48% | +10.0% | Added |
| Studio Investment Management LLC | 6,091 | $2.88M | 0.87% | −374−5.8% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,094 | $2.88M | 1.45% | +600+10.9% | Added |
| Brown Miller Wealth Management, LLC | 6,095 | $2.88M | 1.70% | −34−0.6% | Reduced |
| Jag Capital Management, LLC | 6,117 | $2.89M | 0.37% | −19,008−75.7% | Reduced |
| Summit Financial, LLC | 6,133 | $2.90M | 0.25% | +204+3.4% | Added |
| Hartline Investment Corp | 6,135 | $2.90M | 0.58% | −439−6.7% | Reduced |
| Brady Family Wealth, LLC | 6,140 | $2.90M | 1.15% | +6+0.1% | Added |
| Capital City Trust Co | 6,154 | $2.91M | 0.93% | +172+2.9% | Added |
| Fairbanks Capital Management, Inc. | 6,165 | $2.91M | 2.32% | +326+5.6% | Added |
| Rehmann Capital Advisory Group | 6,168 | $2.91M | 0.27% | −121−1.9% | Reduced |
| Eads & Heald Wealth Management | 6,173 | $2.92M | 1.44% | −56−0.9% | Reduced |
| Prestige Wealth Management Group LLC | 6,187 | $2.92M | 0.74% | +2,759+80.5% | Added |
| Birch Capital Management, LLC | 6,189 | $2.92M | 1.88% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 6,189 | $2.92M | 0.41% | +11+0.2% | Added |
| Red Cedar Investment Management, LLC | 6,209 | $2.93M | 0.45% | +1,180+23.5% | Added |
| Sendero Wealth Management, LLC | 6,210 | $2.93M | 0.90% | +607+10.8% | Added |
| Atlas Private Wealth Management | 6,212 | $2.94M | 1.76% | −100−1.6% | Reduced |
| ExodusPoint Capital Management, LP | 6,215 | $2.94M | 0.03% | +6,215 | New |
| Hilltop Holdings Inc. | 6,216 | $2.94M | 0.40% | −4,985−44.5% | Reduced |
| Wealth Architects, LLC | 6,220 | $2.94M | 0.52% | −12−0.2% | Reduced |
| Griffin Asset Management, Inc. | 6,231 | $2.94M | 0.41% | +24+0.4% | Added |
| S.E.E.D. Planning Group LLC | 6,275 | $2.97M | 1.14% | +16+0.3% | Added |
| Greenfield Savings Bank | 6,281 | $2.97M | 1.93% | −34−0.5% | Reduced |
| Morgens Waterfall Vintiadis & Co Inc | 197,000 | $2.97M | 2.44% | +193,500+5,528.6% | Added |
| My Legacy Advisors, LLC | 5,780 | $2.98M | 1.28% | −67−1.1% | Reduced |
| Stamos Capital Partners, L.P. | 6,320 | $2.99M | 0.77% | +4,430+234.4% | Added |
| MMBG Investment Advisors Co. | 6,328 | $2.99M | 0.38% | +1,000+18.8% | Added |
| TrinityPoint Wealth, LLC | 6,367 | $3.01M | 0.64% | +435+7.3% | Added |
| Investment Research & Advisory Group, Inc. | 6,367 | $3.01M | 1.95% | −12−0.2% | Reduced |
| Patten Group, Inc. | 6,373 | $3.01M | 0.90% | −16−0.3% | Reduced |
| Gsa Capital Partners LLP | 6,394 | $3.02M | 0.30% | +6,394 | New |
| Thompson Siegel & Walmsley LLC | 6,426 | $3.04M | 0.05% | −617−8.8% | Reduced |
| Occidental Asset Management, LLC | 6,429 | $3.04M | 0.76% | +75+1.2% | Added |
| Triasima Portfolio Management inc. | 6,440 | $3.04M | 0.25% | −11,018−63.1% | Reduced |
| Paradigm Asset Management Co LLC | 6,445 | $3.05M | 0.84% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 6,456 | $3.05M | 0.29% | +2,605+67.6% | Added |
| Sentry Investment Management LLC | 6,461 | $3.05M | 1.26% | −514−7.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 6,512 | $3.08M | 0.42% | +286+4.6% | Added |
| Flagship Harbor Advisors, LLC | 6,512 | $3.08M | 0.29% | +363+5.9% | Added |
| Elmwood Wealth Management, Inc. | 6,525 | $3.08M | 1.46% | −16−0.2% | Reduced |
| Strategic Financial Services, Inc, | 6,533 | $3.09M | 0.24% | −65−1.0% | Reduced |
| Decatur Capital Management, Inc. | 6,542 | $3.09M | 2.33% | −1,242−16.0% | Reduced |
| CenterBook Partners LP | 6,553 | $3.10M | 0.44% | +1,309+25.0% | Added |
| Desjardins Global Asset Management Inc. | 6,568 | $3.10M | 0.39% | −1,630−19.9% | Reduced |
| Notis-McConarty Edward | 6,588 | $3.11M | 1.24% | +93+1.4% | Added |
| Merit Financial Group, LLC | 6,589 | $3.11M | 0.11% | −313−4.5% | Reduced |
| Chemistry Wealth Management LLC | 6,594 | $3.12M | 1.08% | −60−0.9% | Reduced |
| Legacy Wealth Management, LLC | 6,604 | $3.12M | 1.72% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 6,622 | $3.13M | 1.26% | −65−1.0% | Reduced |
| Wunderlich Capital Managemnt | 6,670 | $3.15M | 1.64% | −10.0% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 6,680 | $3.16M | 1.07% | −2,316−25.7% | Reduced |
| Pinnacle West Asset Management, Inc. | 6,705 | $3.17M | 3.31% | +6,705 | New |
| Sepio Capital, LP | 6,709 | $3.17M | 0.29% | −383−5.4% | Reduced |
| Condor Capital Management | 6,751 | $3.19M | 0.40% | −39−0.6% | Reduced |
| SWS Partners | 6,754 | $3.19M | 1.19% | +6,754 | New |
| Archford Capital Strategies, LLC | 6,293 | $3.20M | 0.67% | +342+5.7% | Added |
| Resources Management Corp | 6,789 | $3.21M | 0.64% | −4,833−41.6% | Reduced |
| Gratus Capital LLC | 6,802 | $3.21M | 0.25% | −2,823−29.3% | Reduced |
| Jessup Wealth Management, Inc | 6,812 | $3.22M | 1.91% | −10,182−59.9% | Reduced |
| First Horizon Advisors, Inc. | 6,832 | $3.23M | 0.12% | −551−7.5% | Reduced |
| NorthRock Partners, LLC | 6,836 | $3.23M | 0.34% | −909−11.7% | Reduced |
| Ossiam | 6,838 | $3.23M | 0.07% | +1,037+17.9% | Added |
| Forum Financial Management, LP | 6,859 | $3.24M | 0.09% | +133+2.0% | Added |
| Royal Capital Wealth Management, LLC | 6,861 | $3.24M | 3.26% | −255−3.6% | Reduced |
| Berkshire Bank | 6,889 | $3.26M | 0.97% | +94+1.4% | Added |
| DF Dent & Co Inc | 6,909 | $3.27M | 0.05% | +314+4.8% | Added |
| Great Diamond Partners, LLC | 6,915 | $3.27M | 0.95% | −226−3.2% | Reduced |
| Transcend Wealth Collective, LLC | 6,916 | $3.27M | 0.34% | +946+15.8% | Added |
| Valley Brook Capital Group | 6,920 | $3.27M | 3.02% | −171−2.4% | Reduced |
| Mattern Wealth Management LLC | 6,940 | $3.28M | 1.09% | −476−6.4% | Reduced |
| Townsend & Associates, Inc | 6,679 | $3.29M | 1.32% | −2,215−24.9% | Reduced |
| Legato Capital Management LLC | 6,985 | $3.30M | 0.60% | +389+5.9% | Added |
| BNC Wealth Management, LLC | 7,005 | $3.31M | 1.85% | +28+0.4% | Added |
| Landscape Capital Management, L.L.C. | 7,020 | $3.32M | 0.45% | +7,020 | New |
| Wrapmanager Inc | 7,045 | $3.33M | 1.02% | −19−0.3% | Reduced |
| Proquility Private Wealth Partners, LLC | 7,049 | $3.33M | 1.32% | −164−2.3% | Reduced |
| Harbour Investments, Inc. | 7,063 | $3.34M | 0.18% | +12+0.2% | Added |
| San Luis Wealth Advisors LLC | 7,066 | $3.34M | 1.28% | +846+13.6% | Added |
| Abbrea Capital, LLC | 7,074 | $3.34M | 0.57% | +56+0.8% | Added |
| MPS Loria Financial Planners, LLC | 7,077 | $3.34M | 1.35% | +110+1.6% | Added |
| Miracle Mile Advisors, LLC | 7,091 | $3.35M | 0.11% | −570−7.4% | Reduced |
| Advocate Group LLC | 7,098 | $3.35M | 0.73% | −27−0.4% | Reduced |