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
- 3,115
- +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
- 1,243 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 | 3,055 | $202.4B |
| Q4 2025 | 3,312 | $248.2B |
| Q3 2025 | 3,169 | $253.5B |
| Q2 2025 | 3,186 | $241.1B |
| Q1 2025 | 3,614 | $424.3B |
| Q4 2024 | 3,685 | $409.5B |
| Q3 2024 | 3,477 | $474.6B |
| Q2 2024 | 3,407 | $411.9B |
| Q1 2024 | 3,385 | $398.9B |
| Q4 2023 | 3,422 | $428.0B |
| Q3 2023 | 3,145 | $407.5B |
| Q2 2023 | 3,137 | $388.4B |
| Q1 2023 | 3,115 | $383.6B |
| Q4 2022 | 3,160 | $434.2B |
| Q3 2022 | 2,999 | $413.5B |
| Q2 2022 | 2,965 | $422.0B |
| Q1 2022 | 2,966 | $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 |
|---|---|---|---|---|---|
| CKW Financial Group | 175 | $83.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 183 | $86.0K | 0.04% | +20+12.3% | Added |
| Oliver Lagore Vanvalin Investment Group | 182 | $86.0K | 0.04% | −86−32.1% | Reduced |
| WFA Asset Management Corp | 182 | $86.2K | 0.05% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 188 | $88.8K | 0.00% | −12,111−98.5% | Reduced |
| Avion Wealth | 170 | $90.0K | 0.02% | +11+6.9% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 195 | $92.2K | 0.04% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 195 | $92.2K | 0.03% | +109+126.7% | Added |
| Creative Capital Management Investments LLC | 195 | $92.2K | 0.07% | +163+509.4% | Added |
| Clearview Wealth Advisors LLC | 196 | $93.0K | 0.09% | 00.0% | Unchanged |
| Hoese & Co LLP | 198 | $94.2K | 0.11% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 205 | $96.0K | 0.09% | −304−59.7% | Reduced |
| Abound Wealth Management | 205 | $97.1K | 0.04% | +4+2.0% | Added |
| Carmichael Hill & Associates, Inc. | 206 | $97.1K | 0.05% | +21+11.4% | Added |
| Hongkou Capital LP | 210 | $99.2K | 0.33% | +210 | New |
| New Millennium Group LLC | 211 | $99.6K | 0.10% | −44−17.3% | Reduced |
| Financial Connections Group, Inc. | 214 | $101.0K | 0.07% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 216 | $102.1K | 0.04% | −22−9.2% | Reduced |
| Lowe Wealth Advisors, LLC | 221 | $104.4K | 0.06% | −11−4.7% | Reduced |
| Addison Advisors LLC | 221 | $104.4K | 0.06% | −5−2.2% | Reduced |
| Maj Invest Holding A/S | 222 | $105.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 229 | $108.2K | 0.01% | +40+21.2% | Added |
| Canton Hathaway, LLC | 230 | $109.0K | 0.04% | 00.0% | Unchanged |
| TD Capital Management LLC | 240 | $113.5K | 0.01% | +1+0.4% | Added |
| Virtus Investment Advisers, Inc. | 243 | $114.8K | 0.08% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 243 | $115.0K | 0.08% | +168+224.0% | Added |
| Activest Wealth Management | 248 | $116.4K | 0.07% | +4+1.6% | Added |
| First PREMIER Bank | 247 | $117.0K | 0.03% | −65−20.8% | Reduced |
| Mach-1 Financial Group, Inc. | 260 | $119.7K | 0.76% | −2,944−91.9% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 256 | $121.1K | 0.08% | 00.0% | Unchanged |
| Sageworth Trust Co | 264 | $124.8K | 0.01% | +172+187.0% | Added |
| Tradewinds Capital Management, LLC | 267 | $126.2K | 0.04% | −49−15.5% | Reduced |
| Blume Capital Management, Inc. | 275 | $130.0K | 0.04% | +275 | New |
| Slow Capital, Inc. | 276 | $130.3K | 0.02% | +276 | New |
| Ofi Invest Asset Management | 62,048,704 | $131.3K | 0.68% | +62,048,704 | New |
| Hills Bank & Trust Co | 280 | $132.3K | 0.02% | −22−7.3% | Reduced |
| Beacon Capital Management, LLC | 282 | $133.3K | 0.04% | −13−4.4% | Reduced |
| Rowland & Co Investment Counsel | 286 | $135.2K | 0.03% | 00.0% | Unchanged |
| TSFG, LLC | 290 | $137.0K | 0.05% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 308 | $146.0K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 310 | $147.0K | 0.06% | 00.0% | Unchanged |
| Natixis Investment Managers International | 314 | $148.4K | 0.01% | −170−35.1% | Reduced |
| HighMark Wealth Management LLC | 319 | $150.8K | 0.12% | +302+1,776.5% | Added |
| Register Financial Advisors LLC | 321 | $151.7K | 0.12% | +150+87.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 328 | $155.0K | 0.03% | +104+46.4% | Added |
| Tortoise Investment Management, LLC | 331 | $156.4K | 0.02% | +6+1.8% | Added |
| Fortis Capital Advisors, LLC | 337 | $159.3K | 0.09% | −6−1.7% | Reduced |
| Dakota Community Bank & Trust NA | 340 | $160.7K | 0.99% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 340 | $161.0K | 0.20% | +206+153.7% | Added |
| Your Advocates Ltd., LLP | 350 | $165.4K | 0.09% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 350 | $165.4K | 0.05% | +18+5.4% | Added |
| FSC Wealth Advisors, LLC | 351 | $165.9K | 0.26% | 00.0% | Unchanged |
| Financial Freedom, LLC | 361 | $170.6K | 0.12% | +1+0.3% | Added |
| Roth Financial Partners LLC | 361 | $170.6K | 0.11% | −60−14.3% | Reduced |
| RFP Financial Group LLC | 373 | $176.8K | 0.20% | −3,823−91.1% | Reduced |
| Carmel Capital Partners, LLC | 375 | $177.2K | 0.10% | −220−37.0% | Reduced |
| Cornerstone Management, Inc. | 375 | $177.2K | 0.05% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 377 | $178.2K | 0.14% | +1+0.3% | Added |
| Founders Capital Management | 385 | $182.0K | 0.14% | +15+4.1% | Added |
| Stone House Investment Management, LLC | 387 | $182.9K | 0.06% | +387 | New |
| J.Safra Asset Management Corp | 389 | $183.8K | 0.03% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 393 | $185.5K | 0.05% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 395 | $186.7K | 0.07% | −205−34.2% | Reduced |
| Old Second National Bank of Aurora | 397 | $187.6K | 0.05% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 411 | $194.0K | 0.04% | +57+16.1% | Added |
| Dark Forest Capital Management LP | 413 | $195.2K | 0.05% | +330+397.6% | Added |
| JFS Wealth Advisors, LLC | 416 | $196.6K | 0.02% | −58−12.2% | Reduced |
| Ten Capital Wealth Advisors, LLC | 417 | $197.1K | 0.06% | +174+71.6% | Added |
| Wealthquest Corp | 424 | $200.4K | 0.03% | −30−6.6% | Reduced |
| Emfo, LLC | 425 | $200.9K | 0.19% | +400+1,600.0% | Added |
| QCM Cayman, Ltd. | 425 | $200.9K | 1.26% | +425 | New |
| Summit Asset Management, LLC | 426 | $201.3K | 0.06% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 427 | $201.8K | 0.03% | −287−40.2% | Reduced |
| Landmark Financial Advisors, LLC | 427 | $201.8K | 0.09% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 427 | $201.9K | 0.08% | −3−0.7% | Reduced |
| Tilson Financial Group, Inc. | 431 | $204.0K | 0.17% | +11+2.6% | Added |
| Wick Capital Partners, LLC | 433 | $204.0K | 0.12% | +45+11.6% | Added |
| Hutner Capital Management Inc | 432 | $204.2K | 0.12% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 433 | $204.5K | 0.05% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 440 | $208.1K | 0.13% | +440 | New |
| Harbor Group, Inc. | 441 | $208.2K | 0.12% | +43+10.8% | Added |
| Cabot Wealth Management Inc | 443 | $209.0K | 0.03% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 443 | $209.3K | 0.15% | +151+51.7% | Added |
| Verus Financial Partners, Inc. | 431 | $210.1K | 0.03% | −6−1.4% | Reduced |
| Independent Wealth Network Inc. | 445 | $210.3K | 0.13% | −10−2.2% | Reduced |
| Aua Capital Management, LLC | 445 | $210.3K | 0.14% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 447 | $211.1K | 0.10% | −141−24.0% | Reduced |
| Laurel Wealth Advisors LLC | 447 | $211.2K | 0.05% | 00.0% | Unchanged |
| Milestone Asset Management, LLC | 447 | $211.2K | 0.12% | −9−2.0% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 447 | $211.2K | 0.06% | +63+16.4% | Added |
| Hamilton Capital, LLC | 448 | $211.7K | 0.01% | −211−32.0% | Reduced |
| Monticello Wealth Management, LLC | 401 | $212.6K | 0.02% | 00.0% | Unchanged |
| Legacy Financial Group, Inc. | 450 | $212.7K | 0.12% | −1−0.2% | Reduced |
| Orser Capital Management, LLC | 450 | $212.7K | 0.24% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 451 | $213.2K | 0.15% | +45+11.1% | Added |
| Pacific Capital Wealth Advisors, Inc | 453 | $214.1K | 0.06% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 455 | $215.0K | 0.16% | 00.0% | Unchanged |
| Power Corp of Canada | 453 | $215.6K | 0.02% | 00.0% | Unchanged |
| Diligent Investors, LLC | 457 | $215.8K | 0.07% | +1+0.2% | Added |
| Massachusetts Wealth Management | 457 | $216.0K | 0.22% | −250−35.4% | Reduced |