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 |
|---|---|---|---|---|---|
| True North Advisors, LLC | 7,177 | $3.39M | 1.00% | 00.0% | Unchanged |
| Renasant Bank | 7,179 | $3.39M | 2.64% | −536−6.9% | Reduced |
| Peachtree Investment Partners, LLC | 7,180 | $3.39M | 2.12% | −946−11.6% | Reduced |
| TrimTabs Asset Management, LLC | 7,221 | $3.41M | 1.83% | +1,484+25.9% | Added |
| Roanoke Asset Management Corp | 7,270 | $3.44M | 1.47% | −5−0.1% | Reduced |
| Principle Wealth Partners LLC | 7,279 | $3.44M | 0.37% | +562+8.4% | Added |
| Nomura Holdings Inc | 7,285 | $3.44M | 0.03% | −19,089−72.4% | Reduced |
| Page Arthur B | 7,288 | $3.44M | 3.23% | −84−1.1% | Reduced |
| Harbour Investment Management LLC | 7,298 | $3.45M | 1.91% | 00.0% | Unchanged |
| Cutler Group LP | 7,307 | $3.45M | 0.54% | +6,337+653.3% | Added |
| Foster & Motley Inc | 7,356 | $3.48M | 0.28% | −128−1.7% | Reduced |
| Barings LLC | 7,360 | $3.48M | 0.12% | +389+5.6% | Added |
| VGI Partners Ltd | 7,375 | $3.49M | 0.68% | −500−6.3% | Reduced |
| Delta Capital Management LLC | 7,410 | $3.50M | 2.46% | −40−0.5% | Reduced |
| Eagle Rock Investment Company, LLC | 7,424 | $3.51M | 0.81% | +1,096+17.3% | Added |
| Shorepoint Capital Partners LLC | 7,458 | $3.52M | 1.01% | +218+3.0% | Added |
| DFPG Investments, LLC | 7,464 | $3.53M | 0.38% | +1,994+36.5% | Added |
| Canandaigua National Bank & Trust Co | 7,483 | $3.54M | 0.60% | +7,483 | New |
| Bensler, LLC | 7,520 | $3.55M | 0.72% | −224−2.9% | Reduced |
| Wexford Capital LP | 7,534 | $3.56M | 0.74% | +6,909+1,105.4% | Added |
| Financial Advisory Service, Inc. | 7,538 | $3.56M | 0.39% | +59+0.8% | Added |
| RDA Financial Network | 7,544 | $3.57M | 1.63% | +276+3.8% | Added |
| SageView Advisory Group, LLC | 7,554 | $3.57M | 0.23% | +4,474+145.3% | Added |
| Financial Advisory Partners, LLC | 7,619 | $3.60M | 1.43% | +7,619 | New |
| Forefront Wealth Management Inc. | 7,619 | $3.60M | 4.71% | +24+0.3% | Added |
| Piscataqua Savings Bank | 7,620 | $3.60M | 3.07% | −90−1.2% | Reduced |
| Connecticut Wealth Management, LLC | 7,633 | $3.61M | 0.27% | −13−0.2% | Reduced |
| IHT Wealth Management, LLC | 7,645 | $3.61M | 0.21% | +835+12.3% | Added |
| Cypress Capital Group | 7,660 | $3.62M | 0.56% | +198+2.7% | Added |
| Bollard Group LLC | 7,682 | $3.63M | 0.13% | +15+0.2% | Added |
| Gouws Capital LLC | 7,701 | $3.64M | 3.25% | +504+7.0% | Added |
| NatWest Group plc | 7,721 | $3.65M | 1.97% | −6,971−47.4% | Reduced |
| Compton Wealth Advisory Group, LLC | 7,731 | $3.65M | 1.26% | −56−0.7% | Reduced |
| Legacy CG, LLC | 7,774 | $3.67M | 1.86% | +577+8.0% | Added |
| Hyman Charles D | 7,784 | $3.68M | 0.25% | +158+2.1% | Added |
| Ontario Teachers Pension Plan Board | 7,786 | $3.68M | 0.04% | −190−2.4% | Reduced |
| Lakeview Capital Partners, LLC | 7,530 | $3.68M | 1.14% | −109−1.4% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 7,793 | $3.68M | 0.87% | +516+7.1% | Added |
| Greenline Partners, LLC | 7,796 | $3.68M | 0.70% | +622+8.7% | Added |
| Johnson Financial Group, Inc. | 7,809 | $3.69M | 0.26% | +1,721+28.3% | Added |
| Hohimer Wealth Management, LLC | 7,832 | $3.70M | 1.07% | +503+6.9% | Added |
| Nordwand Advisors, LLC | 7,853 | $3.71M | 0.60% | −10,542−57.3% | Reduced |
| West Branch Capital LLC | 7,854 | $3.71M | 2.07% | −7−0.1% | Reduced |
| Affiance Financial, LLC | 7,857 | $3.71M | 1.97% | −42−0.5% | Reduced |
| New Hampshire Trust | 7,866 | $3.72M | 1.00% | −859−9.8% | Reduced |
| RSM US Wealth Management LLC | 7,883 | $3.73M | 0.13% | +4,361+123.8% | Added |
| Veriti Management LLC | 7,887 | $3.73M | 0.44% | −92−1.2% | Reduced |
| Union Heritage Capital, LLC | 7,900 | $3.73M | 2.27% | 00.0% | Unchanged |
| Strategic Advisors LLC | 7,901 | $3.73M | 0.76% | −13−0.2% | Reduced |
| Charles Carroll Financial Partners, LLC | 7,906 | $3.74M | 5.73% | +405+5.4% | Added |
| Murphy Pohlad Asset Management LLC | 7,917 | $3.74M | 1.55% | −110−1.4% | Reduced |
| WealthShield Partners, LLC | 7,919 | $3.74M | 0.60% | +1,956+32.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 7,956 | $3.76M | 0.51% | −78−1.0% | Reduced |
| Cypress Asset Management Inc | 7,975 | $3.77M | 1.30% | +1,117+16.3% | Added |
| Family Legacy, Inc. | 8,023 | $3.79M | 1.62% | +380+5.0% | Added |
| Bessemer Securities LLC | 8,032 | $3.80M | 1.77% | −1,350−14.4% | Reduced |
| Clear Harbor Asset Management, LLC | 8,071 | $3.81M | 0.40% | +475+6.3% | Added |
| Elgethun Capital Management | 7,773 | $3.81M | 1.21% | +18+0.2% | Added |
| SNS Financial Group, LLC | 8,110 | $3.83M | 0.50% | −130−1.6% | Reduced |
| TFG Advisers LLC | 8,116 | $3.84M | 1.85% | +337+4.3% | Added |
| Journey Advisory Group, LLC | 8,124 | $3.84M | 0.61% | +1,647+25.4% | Added |
| Westover Capital Advisors, LLC | 8,124 | $3.84M | 1.42% | −190−2.3% | Reduced |
| Farmers Trust Co | 8,173 | $3.86M | 0.85% | +2,167+36.1% | Added |
| Little House Capital LLC | 8,188 | $3.87M | 1.82% | +1,104+15.6% | Added |
| Bank of Hawaii | 8,188 | $3.87M | 0.22% | −2,813−25.6% | Reduced |
| Larson Financial Group LLC | 8,190 | $3.87M | 0.42% | +233+2.9% | Added |
| Banco de Sabadell, S.A | 8,209 | $3.88M | 3.24% | −339−4.0% | Reduced |
| DeDora Capital, Inc. | 8,214 | $3.88M | 1.66% | +105+1.3% | Added |
| Moors & Cabot, Inc. | 8,217 | $3.88M | 0.27% | −1,515−15.6% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 8,219 | $3.88M | 2.43% | +71+0.9% | Added |
| Raab & Moskowitz Asset Management LLC | 8,249 | $3.90M | 1.42% | +201+2.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 8,256 | $3.90M | 0.02% | −12,513−60.2% | Reduced |
| Capula Management Ltd | 8,262 | $3.90M | 0.34% | −17,574−68.0% | Reduced |
| Private Wealth Strategies, L.L.C. | 8,297 | $3.92M | 0.99% | 00.0% | Unchanged |
| Nicollet Investment Management, Inc. | 8,311 | $3.93M | 2.04% | −39−0.5% | Reduced |
| Scott & Selber, Inc. | 8,327 | $3.94M | 1.67% | +17+0.2% | Added |
| Community Bank, N.A. | 8,420 | $3.98M | 0.54% | −75−0.9% | Reduced |
| Mechanics Bank Trust Department | 8,433 | $3.99M | 0.67% | +101+1.2% | Added |
| AdvisorNet Financial, Inc | 8,440 | $3.99M | 0.36% | +403+5.0% | Added |
| Ronald Blue Trust, Inc. | 7,540 | $4.00M | 0.07% | +528+7.5% | Added |
| Capital Insight Partners, LLC | 8,474 | $4.00M | 0.94% | +8,474 | New |
| Gs Investments, Inc. | 8,504 | $4.02M | 2.32% | +160+1.9% | Added |
| Field & Main Bank | 8,531 | $4.03M | 2.40% | +5+0.1% | Added |
| Enterprise Bank & Trust Co | 8,566 | $4.05M | 1.75% | −241−2.7% | Reduced |
| Regency Capital Management Inc. | 8,621 | $4.07M | 4.93% | +3,270+61.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 8,625 | $4.08M | 1.27% | −72−0.8% | Reduced |
| Kerrisdale Advisers, LLC | 8,648 | $4.09M | 1.21% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 8,648 | $4.09M | 2.64% | +8,648 | New |
| Becker Capital Management Inc | 8,676 | $4.10M | 0.16% | +513+6.3% | Added |
| Benson Investment Management Company, Inc. | 8,692 | $4.11M | 2.35% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 8,522 | $4.11M | 0.23% | −2,790−24.7% | Reduced |
| Pensionfund Sabic | 8,700 | $4.11M | 1.43% | −1,200−12.1% | Reduced |
| Quantbot Technologies LP | 8,722 | $4.12M | 0.29% | +3,536+68.2% | Added |
| Harrell Investment Partners, LLC | 8,710 | $4.13M | 1.47% | +614+7.6% | Added |
| River Wealth Advisors LLC | 8,751 | $4.14M | 0.75% | +818+10.3% | Added |
| Trifecta Capital Advisors, LLC | 8,759 | $4.14M | 1.46% | +162+1.9% | Added |
| Left Brain Wealth Management, LLC | 8,412 | $4.14M | 2.82% | +45+0.5% | Added |
| Beverly Hills Private Wealth, LLC | 8,771 | $4.15M | 1.29% | +1,396+18.9% | Added |
| Sowell Financial Services LLC | 8,772 | $4.15M | 0.32% | −4,372−33.3% | Reduced |
| Plimoth Trust Co LLC | 8,789 | $4.15M | 1.29% | +64+0.7% | Added |