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 |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 8,790 | $4.15M | 0.49% | +683+8.4% | Added |
| Sitrin Capital Management LLC | 8,803 | $4.16M | 2.52% | −72−0.8% | Reduced |
| Choate Investment Advisors | 8,830 | $4.17M | 0.20% | +936+11.9% | Added |
| Mount Yale Investment Advisors, LLC | 8,839 | $4.18M | 0.47% | +276+3.2% | Added |
| Financial Partners Group, LLC | 8,842 | $4.18M | 2.19% | −108−1.2% | Reduced |
| Optimum Investment Advisors | 8,860 | $4.19M | 2.19% | −372−4.0% | Reduced |
| Peloton Wealth Strategists | 8,865 | $4.19M | 1.91% | −100−1.1% | Reduced |
| Dorchester Wealth Management Co | 8,884 | $4.20M | 0.86% | +665+8.1% | Added |
| Wolverine Trading, LLC | 8,934 | $4.20M | 0.13% | +534+6.4% | Added |
| South State Corp. | 8,908 | $4.21M | 0.39% | −48−0.5% | Reduced |
| Ayrshire Capital Management LLC | 8,939 | $4.22M | 2.88% | +556+6.6% | Added |
| Equitable Trust Co | 8,941 | $4.23M | 0.33% | −4,169−31.8% | Reduced |
| Orleans Capital Management Corp | 8,952 | $4.23M | 3.12% | −150−1.6% | Reduced |
| Daymark Wealth Partners, LLC | 8,978 | $4.24M | 0.56% | +5,512+159.0% | Added |
| City Holding Co | 9,025 | $4.26M | 0.77% | +844+10.3% | Added |
| Sandhill Capital Partners LLC | 9,028 | $4.27M | 0.41% | +9,028 | New |
| Moody Lynn & Lieberson, LLC | 9,052 | $4.28M | 0.38% | −123−1.3% | Reduced |
| Covenant Asset Management, LLC | 9,052 | $4.28M | 1.39% | +145+1.6% | Added |
| Qtron Investments LLC | 9,074 | $4.29M | 0.88% | −823−8.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,143 | $4.32M | 0.30% | −5−0.1% | Reduced |
| Strategic Blueprint, LLC | 9,193 | $4.34M | 0.45% | +303+3.4% | Added |
| Bank of Nova Scotia Trust Co | 9,199 | $4.35M | 0.48% | −1,099−10.7% | Reduced |
| Viawealth, LLC | 9,201 | $4.35M | 3.45% | +126+1.4% | Added |
| Stanley-Laman Group, Ltd. | 9,262 | $4.38M | 0.78% | +624+7.2% | Added |
| Jaffetilchin Investment Partners, LLC | 9,271 | $4.38M | 0.50% | −79−0.8% | Reduced |
| Trinity Legacy Partners, LLC | 9,295 | $4.39M | 1.65% | +330+3.7% | Added |
| Wealth Advisory Solutions, LLC | 9,300 | $4.39M | 1.17% | −767−7.6% | Reduced |
| Ritholtz Wealth Management | 9,318 | $4.40M | 0.22% | −7,724−45.3% | Reduced |
| Riggs Asset Managment Co. Inc. | 9,350 | $4.42M | 1.72% | −270−2.8% | Reduced |
| Pine Valley Investments Ltd Liability Co | 9,271 | $4.43M | 0.68% | +9,271 | New |
| Deltec Asset Management LLC | 9,400 | $4.44M | 1.10% | +5,000+113.6% | Added |
| K.J. Harrison & Partners Inc | 9,435 | $4.46M | 0.90% | +3,018+47.0% | Added |
| Bryn Mawr Trust Co | 9,481 | $4.48M | 0.20% | −264−2.7% | Reduced |
| PACK Private Wealth, LLC | 9,492 | $4.49M | 3.56% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 9,497 | $4.49M | 0.23% | +1,826+23.8% | Added |
| Tranquility Partners, LLC | 9,499 | $4.49M | 2.14% | +54+0.6% | Added |
| GDS Wealth Management | 9,502 | $4.49M | 0.79% | +894+10.4% | Added |
| Nations Financial Group Inc, | 9,524 | $4.50M | 0.47% | −1,779−15.7% | Reduced |
| Investment House LLC | 9,540 | $4.51M | 0.37% | 00.0% | Unchanged |
| Martin Capital Partners, LLC | 9,578 | $4.53M | 1.88% | +378+4.1% | Added |
| Timber Creek Capital Management LLC | 9,579 | $4.53M | 1.62% | −74−0.8% | Reduced |
| Bray Capital Advisors | 9,581 | $4.53M | 1.32% | −369−3.7% | Reduced |
| Buck Wealth Strategies, LLC | 9,586 | $4.53M | 2.21% | +9,586 | New |
| HBW Advisory Services LLC | 9,601 | $4.54M | 1.13% | −142−1.5% | Reduced |
| LexAurum Advisors, LLC | 9,610 | $4.54M | 1.51% | −15−0.2% | Reduced |
| Alley Investment Management Company, LLC | 9,645 | $4.56M | 0.76% | +147+1.5% | Added |
| De Burlo Group Inc | 9,655 | $4.56M | 0.89% | −32,775−77.2% | Reduced |
| Citizens Business Bank | 9,656 | $4.56M | 1.05% | −533−5.2% | Reduced |
| Keebeck Wealth Management, LLC | 9,666 | $4.57M | 0.74% | +489+5.3% | Added |
| Holderness Investments Co | 9,672 | $4.57M | 1.83% | +114+1.2% | Added |
| Berkshire Asset Management LLC | 9,699 | $4.58M | 0.28% | +9,699 | New |
| Glen Eagle Advisors, LLC | 9,713 | $4.59M | 1.15% | +314+3.3% | Added |
| Northeast Financial Consultants Inc | 9,753 | $4.61M | 0.29% | −761−7.2% | Reduced |
| Institutional & Family Asset Management, LLC | 9,759 | $4.61M | 0.76% | +165+1.7% | Added |
| Pavadi Capital LLC | 9,775 | $4.62M | 5.04% | +766+8.5% | Added |
| J. W. Coons Advisors, LLC | 9,836 | $4.65M | 1.33% | −152−1.5% | Reduced |
| Laidlaw Wealth Management LLC | 9,842 | $4.65M | 0.95% | +10+0.1% | Added |
| Mirador Capital Partners LP | 9,866 | $4.66M | 1.10% | −912−8.5% | Reduced |
| Heirloom Wealth Management | 9,868 | $4.66M | 2.23% | +9,868 | New |
| Fortis Group Advisors, LLC | 9,491 | $4.67M | 1.41% | +9,491 | New |
| Lavaca Capital LLC | 9,925 | $4.70M | 1.10% | +1,499+17.8% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 10,041 | $4.75M | 1.44% | +596+6.3% | Added |
| Western Wealth Management, LLC | 10,058 | $4.75M | 0.44% | −169−1.7% | Reduced |
| Chatham Capital Group, Inc. | 10,061 | $4.75M | 1.06% | +80+0.8% | Added |
| Gateway Advisory, LLC | 10,077 | $4.76M | 1.06% | +259+2.6% | Added |
| Bond & Devick Financial Network, Inc. | 10,084 | $4.77M | 3.04% | +200+2.0% | Added |
| Csenge Advisory Group | 10,095 | $4.77M | 0.34% | +266+2.7% | Added |
| Moloney Securities Asset Management, LLC | 10,109 | $4.78M | 0.89% | +11+0.1% | Added |
| Goodwin Daniel L | 10,180 | $4.81M | 2.43% | 00.0% | Unchanged |
| Eclectic Associates Inc | 10,184 | $4.81M | 2.47% | +29+0.3% | Added |
| Duff & Phelps Investment Management Co | 10,234 | $4.84M | 0.06% | +100+1.0% | Added |
| Redwood Investments, LLC | 10,238 | $4.84M | 0.62% | −3,617−26.1% | Reduced |
| Thoroughbred Financial Services, LLC | 10,242 | $4.84M | 0.72% | −3,660−26.3% | Reduced |
| Tower View Investment Management & Research LLC | 10,249 | $4.84M | 3.26% | −50.0% | Reduced |
| Intrust Bank NA | 10,265 | $4.85M | 0.62% | −112−1.1% | Reduced |
| Trium Capital LLP | 10,276 | $4.86M | 2.05% | +289+2.9% | Added |
| Duality Advisers, LP | 10,307 | $4.87M | 0.55% | +2,190+27.0% | Added |
| Bank of New Hampshire | 10,331 | $4.88M | 1.47% | −173−1.6% | Reduced |
| Proequities, Inc. | 10,410 | $4.92M | 0.38% | +460+4.6% | Added |
| Weik Capital Management | 10,451 | $4.94M | 2.26% | +1,389+15.3% | Added |
| Souders Financial Advisors | 10,452 | $4.94M | 1.05% | +52+0.5% | Added |
| Unison Asset Management LLC | 10,474 | $4.95M | 3.75% | +972+10.2% | Added |
| Nikulski Financial, Inc. | 10,498 | $4.96M | 2.19% | +65+0.6% | Added |
| NBW Capital LLC | 10,508 | $4.97M | 1.21% | −235−2.2% | Reduced |
| Rice Partnership, LLC | 10,511 | $4.97M | 1.49% | +286+2.8% | Added |
| BOK Financial Private Wealth, Inc. | 10,521 | $4.97M | 0.40% | −876−7.7% | Reduced |
| Lindenwold Advisors | 10,526 | $4.97M | 3.08% | +435+4.3% | Added |
| Whalerock Point Partners, LLC | 10,534 | $4.98M | 1.85% | +630+6.4% | Added |
| Clarius Group, LLC | 10,563 | $4.99M | 0.42% | −1,051−9.0% | Reduced |
| Meridian Wealth Advisors, LLC | 10,592 | $5.01M | 1.25% | +248+2.4% | Added |
| Engineers Gate Manager LP | 10,618 | $5.02M | 0.21% | +8,872+508.1% | Added |
| Wade G W & Inc | 10,696 | $5.05M | 0.19% | +311+3.0% | Added |
| Great Lakes Retirement, Inc. | 10,712 | $5.06M | 0.95% | +311+3.0% | Added |
| Procyon Private Wealth Partners, LLC | 10,722 | $5.07M | 0.84% | +545+5.4% | Added |
| Keeler Thomas Management LLC | 10,756 | $5.08M | 2.39% | −3,749−25.8% | Reduced |
| JB Capital LLC | 10,798 | $5.10M | 0.47% | +539+5.3% | Added |
| NBT Bank N A | 10,804 | $5.11M | 0.75% | −637−5.6% | Reduced |
| Ameritas Advisory Services, LLC | 10,713 | $5.13M | 0.26% | −4,458−29.4% | Reduced |
| Capital Analysts, LLC | 10,875 | $5.14M | 0.29% | +181+1.7% | Added |
| Centre Asset Management, LLC | 10,893 | $5.15M | 1.24% | +172+1.6% | Added |