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 |
|---|---|---|---|---|---|
| Constitution Capital LLC | 10,911 | $5.16M | 3.13% | +139+1.3% | Added |
| Prosight Management, LP | 10,935 | $5.17M | 2.48% | +5,935+118.7% | Added |
| Trust Asset Management LLC | 10,941 | $5.17M | 0.58% | +337+3.2% | Added |
| Stiles Financial Services Inc | 10,987 | $5.19M | 2.79% | +120+1.1% | Added |
| Olstein Capital Management, L.P. | 11,000 | $5.20M | 0.81% | +3,250+41.9% | Added |
| Plancorp, LLC | 11,004 | $5.20M | 0.29% | −29−0.3% | Reduced |
| Alcosta Capital Management, Inc. | 11,008 | $5.20M | 4.98% | −3,376−23.5% | Reduced |
| Integrated Wealth Concepts LLC | 11,032 | $5.21M | 0.11% | −1,866−14.5% | Reduced |
| AIA Group Ltd | 11,064 | $5.23M | 0.28% | −1,439−11.5% | Reduced |
| Leonteq Securities AG | 11,075 | $5.23M | 0.48% | +7,131+180.8% | Added |
| GM Advisory Group, Inc. | 11,080 | $5.24M | 0.48% | +1,306+13.4% | Added |
| Shufro Rose & Co LLC | 11,098 | $5.24M | 0.49% | −24,921−69.2% | Reduced |
| Community Bank & Trust, Waco, Texas | 11,103 | $5.25M | 1.67% | −776−6.5% | Reduced |
| Canal Capital Management, LLC | 11,127 | $5.26M | 1.16% | +906+8.9% | Added |
| Quadrant Capital Group LLC | 11,127 | $5.26M | 0.55% | +477+4.5% | Added |
| PFG Advisors | 11,136 | $5.26M | 0.44% | +1,060+10.5% | Added |
| Reliant Investment Management, LLC | 11,146 | $5.27M | 3.33% | −1,753−13.6% | Reduced |
| Ocean Capital Management, LLC | 11,156 | $5.27M | 2.66% | +177+1.6% | Added |
| GPM Growth Investors, Inc. | 11,208 | $5.30M | 3.07% | +16+0.1% | Added |
| Thematics Asset Management | 11,257 | $5.32M | 0.29% | +1,227+12.2% | Added |
| Private Trust Co NA | 11,273 | $5.33M | 0.73% | −432−3.7% | Reduced |
| Fund Management at Engine No. 1 LLC | 11,332 | $5.36M | 1.08% | +1,046+10.2% | Added |
| SlateStone Wealth, LLC | 11,357 | $5.37M | 1.11% | −54−0.5% | Reduced |
| Cigna Investments Inc | 11,376 | $5.38M | 1.08% | −223−1.9% | Reduced |
| Clearstead Advisors, LLC | 11,378 | $5.38M | 0.39% | +1,022+9.9% | Added |
| Northeast Investment Management | 11,423 | $5.40M | 0.33% | −165−1.4% | Reduced |
| Bulltick Wealth Management, LLC | 11,428 | $5.40M | 1.42% | +6,587+136.1% | Added |
| Pinnacle Holdings, LLC | 11,454 | $5.41M | 2.51% | −17−0.1% | Reduced |
| Wealthspire Advisors, LLC | 11,465 | $5.42M | 0.09% | −3,775−24.8% | Reduced |
| Barbara Oil Co. | 11,500 | $5.43M | 2.60% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 11,577 | $5.47M | 0.62% | +15+0.1% | Added |
| IMC-Chicago, LLC | 11,587 | $5.48M | 0.93% | +11,587 | New |
| RBA Wealth Management, LLC | 11,610 | $5.49M | 2.73% | +258+2.3% | Added |
| Puzo Michael J | 11,616 | $5.49M | 1.83% | +232+2.0% | Added |
| Solidarilty Wealth, LLC | 11,632 | $5.50M | 2.50% | +11,632 | New |
| Pegasus Partners Ltd. | 11,642 | $5.50M | 0.87% | −304−2.5% | Reduced |
| Bristlecone Advisors, LLC | 11,686 | $5.52M | 0.61% | +42+0.4% | Added |
| Adviser Investments LLC | 11,734 | $5.55M | 0.13% | +563+5.0% | Added |
| We Are One Seven, LLC | 11,772 | $5.56M | 0.35% | +4,793+68.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 11,793 | $5.57M | 0.26% | +367+3.2% | Added |
| HGK Asset Management Inc | 11,826 | $5.59M | 1.74% | +2,913+32.7% | Added |
| Naples Global Advisors, LLC | 11,827 | $5.59M | 0.70% | +315+2.7% | Added |
| Horizon Investment Services, LLC | 11,838 | $5.59M | 3.59% | −597−4.8% | Reduced |
| Culbertson A N & Co Inc | 11,959 | $5.65M | 1.15% | −130−1.1% | Reduced |
| Acropolis Investment Management, LLC | 11,968 | $5.66M | 0.46% | +1,121+10.3% | Added |
| Value Partners Investments Inc. | 12,029 | $5.68M | 0.47% | −1,460−10.8% | Reduced |
| Kames Capital plc | 12,045 | $5.69M | 0.10% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 12,058 | $5.70M | 0.74% | −648−5.1% | Reduced |
| Kidder Stephen W | 12,087 | $5.71M | 1.99% | +445+3.8% | Added |
| Graham Capital Management, L.P. | 12,119 | $5.73M | 0.20% | +12,119 | New |
| Savant Capital, LLC | 12,125 | $5.73M | 0.11% | +1,501+14.1% | Added |
| CTC LLC | 12,192 | $5.73M | 0.18% | +12,192 | New |
| Lake Street Advisors Group, LLC | 12,157 | $5.75M | 0.36% | +227+1.9% | Added |
| Duncker Streett & Co Inc | 12,193 | $5.76M | 1.37% | +192+1.6% | Added |
| Arjuna Capital | 12,228 | $5.78M | 2.27% | −4,048−24.9% | Reduced |
| Integrated Advisors Network LLC | 12,232 | $5.78M | 0.35% | −1,781−12.7% | Reduced |
| Globeflex Capital L P | 12,245 | $5.79M | 0.71% | −95−0.8% | Reduced |
| Davis-Rea Ltd. | 12,254 | $5.79M | 3.49% | +5,281+75.7% | Added |
| JCIC Asset Management Inc. | 12,270 | $5.80M | 2.70% | +29+0.2% | Added |
| Running Oak Capital LLC | 12,278 | $5.80M | 1.65% | −366−2.9% | Reduced |
| Bellecapital International Ltd. | 12,280 | $5.80M | 1.44% | +664+5.7% | Added |
| Fulton Bank, N.A. | 12,297 | $5.81M | 0.30% | +12+0.1% | Added |
| Arrow Financial Corp | 12,302 | $5.81M | 0.76% | +28+0.2% | Added |
| Fundamentun, LLC | 12,314 | $5.82M | 0.98% | +276+2.3% | Added |
| Jasper Ridge Partners, L.P. | 12,375 | $5.85M | 0.28% | 00.0% | Unchanged |
| West Coast Financial LLC | 12,399 | $5.86M | 0.90% | −271−2.1% | Reduced |
| Red Door Wealth Management, LLC | 12,403 | $5.86M | 1.84% | +250+2.1% | Added |
| Univest Financial Corp | 12,438 | $5.88M | 1.83% | +1,456+13.3% | Added |
| CMH Wealth Management LLC | 12,457 | $5.89M | 1.70% | +412+3.4% | Added |
| Lountzis Asset Management, LLC | 12,476 | $5.90M | 3.49% | +819+7.0% | Added |
| Lynch Asset Management, Inc. | 12,500 | $5.91M | 4.24% | +500+4.2% | Added |
| Paradigm Financial Partners, LLC | 12,529 | $5.92M | 1.60% | +341+2.8% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 12,554 | $5.93M | 2.04% | +1,064+9.3% | Added |
| Ballast, Inc. | 12,557 | $5.93M | 2.43% | +156+1.3% | Added |
| Mirabella Financial Services LLP | 366,300 | $5.98M | 1.28% | +365,900+91,475.0% | Added |
| China Universal Asset Management Co., Ltd. | 12,661 | $5.98M | 2.03% | −1,400−10.0% | Reduced |
| Charter Trust Co | 12,665 | $5.99M | 0.48% | −253−2.0% | Reduced |
| Gotham Asset Management, LLC | 12,671 | $5.99M | 0.15% | +1,741+15.9% | Added |
| Capital Planning Advisors, LLC | 12,686 | $6.00M | 1.27% | −180−1.4% | Reduced |
| Bogart Wealth, LLC | 12,734 | $6.02M | 0.40% | +1,354+11.9% | Added |
| West Family Investments, Inc. | 12,797 | $6.05M | 2.40% | +221+1.8% | Added |
| Burns J W & Co Inc | 12,804 | $6.05M | 1.03% | +455+3.7% | Added |
| Americana Partners, LLC | 12,811 | $6.05M | 0.95% | −640−4.8% | Reduced |
| Sky Investment Group LLC | 12,821 | $6.06M | 1.38% | +2,112+19.7% | Added |
| Nelson Capital Management, LLC | 12,838 | $6.07M | 1.72% | −33−0.3% | Reduced |
| Phoenix Holdings Ltd. | 12,842 | $6.08M | 0.14% | +6,553+104.2% | Added |
| Fisher Asset Management, LLC | 12,928 | $6.11M | 0.00% | −3,278−20.2% | Reduced |
| Meeder Advisory Services, Inc. | 12,932 | $6.11M | 0.70% | −875−6.3% | Reduced |
| Pitcairn Co | 12,934 | $6.11M | 0.56% | −69−0.5% | Reduced |
| Ballentine Partners, LLC | 12,938 | $6.11M | 0.15% | −2,320−15.2% | Reduced |
| Waldron Private Wealth LLC | 12,951 | $6.12M | 0.30% | +321+2.5% | Added |
| Sandy Spring Bank | 12,960 | $6.12M | 0.35% | −751−5.5% | Reduced |
| Simmons Bank | 12,968 | $6.13M | 0.52% | +399+3.2% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 13,000 | $6.14M | 1.83% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 13,010 | $6.15M | 0.30% | +3,212+32.8% | Added |
| Marshall & Sullivan Inc | 13,053 | $6.17M | 3.74% | −464−3.4% | Reduced |
| Change Path, LLC | 13,088 | $6.18M | 0.31% | −942−6.7% | Reduced |
| Private Advisory Group LLC | 13,096 | $6.19M | 1.32% | −1,608−10.9% | Reduced |
| Icon Advisers Inc | 13,119 | $6.20M | 1.58% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 13,122 | $6.20M | 0.89% | −329−2.4% | Reduced |