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 |
|---|---|---|---|---|---|
| Connable Office Inc | 13,173 | $6.23M | 0.90% | +1,703+14.8% | Added |
| Balentine LLC | 13,195 | $6.24M | 0.21% | −8,021−37.8% | Reduced |
| Gifford Fong Associates | 13,206 | $6.24M | 1.64% | −8,794−40.0% | Reduced |
| Montag A & Associates Inc | 13,217 | $6.25M | 0.41% | −1,402−9.6% | Reduced |
| Gladstone Institutional Advisory LLC | 13,231 | $6.25M | 0.40% | −2,712−17.0% | Reduced |
| Koshinski Asset Management, Inc. | 13,294 | $6.28M | 0.61% | +507+4.0% | Added |
| Ninety One North America, Inc. | 13,354 | $6.31M | 0.29% | +3,684+38.1% | Added |
| Carderock Capital Management Inc | 13,389 | $6.33M | 2.21% | +3,312+32.9% | Added |
| Ulland Investment Advisors, LLC | 13,441 | $6.35M | 7.46% | −200−1.5% | Reduced |
| Asset Dedication, LLC | 13,580 | $6.35M | 0.59% | +253+1.9% | Added |
| Mader & Shannon Wealth Management, Inc. | 13,473 | $6.37M | 4.20% | −1,594−10.6% | Reduced |
| Chicago Trust Co NA | 13,512 | $6.39M | 1.60% | +198+1.5% | Added |
| Vanguard Capital Wealth Advisors | 13,548 | $6.40M | 6.38% | +29+0.2% | Added |
| Empowered Funds, LLC | 13,558 | $6.41M | 0.38% | −2,013−12.9% | Reduced |
| Spinnaker Trust | 13,603 | $6.43M | 0.49% | −1,011−6.9% | Reduced |
| Sequoia Financial Advisors, LLC | 13,671 | $6.46M | 0.14% | +349+2.6% | Added |
| NorthCrest Asset Manangement, LLC | 13,686 | $6.47M | 0.27% | +11,822+634.2% | Added |
| Colonial Trust Co | 13,730 | $6.49M | 1.65% | −151−1.1% | Reduced |
| Atlantic Trust, LLC | 13,742 | $6.49M | 2.07% | −1,305−8.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 13,748 | $6.50M | 0.40% | −3,018−18.0% | Reduced |
| Jefferies Financial Group Inc. | 13,748 | $6.50M | 0.14% | −15,229−52.6% | Reduced |
| Ibex Wealth Advisors | 13,766 | $6.51M | 1.69% | −4,337−24.0% | Reduced |
| Equitable Holdings, Inc. | 13,788 | $6.52M | 0.10% | +2,137+18.3% | Added |
| Asio Capital, LLC | 13,803 | $6.52M | 1.69% | +15+0.1% | Added |
| Madison Wealth Management | 13,819 | $6.53M | 1.41% | −123−0.9% | Reduced |
| Te Ahumairangi Investment Management Ltd | 13,851 | $6.55M | 0.94% | +5,611+68.1% | Added |
| Marietta Wealth Management, LLC | 13,906 | $6.57M | 1.40% | +1,437+11.5% | Added |
| Arden Trust Co | 13,974 | $6.60M | 1.19% | −1,894−11.9% | Reduced |
| Lindbrook Capital, LLC | 13,979 | $6.61M | 0.77% | +666+5.0% | Added |
| CAPROCK Group, Inc. | 13,985 | $6.61M | 0.51% | +1,026+7.9% | Added |
| Perkins Coie Trust Co | 13,999 | $6.62M | 1.98% | +228+1.7% | Added |
| SOL Capital Management CO | 14,013 | $6.62M | 1.09% | +170+1.2% | Added |
| Armstrong Shaw Associates Inc | 14,072 | $6.65M | 6.53% | −318−2.2% | Reduced |
| Buckhead Capital Management LLC | 14,118 | $6.67M | 1.57% | +3,535+33.4% | Added |
| Brighton Jones LLC | 14,181 | $6.70M | 0.38% | +2,354+19.9% | Added |
| Verdence Capital Advisors LLC | 14,181 | $6.70M | 0.81% | +3,116+28.2% | Added |
| Cubic Asset Management, LLC | 14,189 | $6.71M | 1.88% | −465−3.2% | Reduced |
| Alapocas Investment Partners, Inc. | 14,259 | $6.74M | 5.58% | −413−2.8% | Reduced |
| Dynamic Advisor Solutions LLC | 14,271 | $6.74M | 0.39% | +1,669+13.2% | Added |
| Cape Cod Five Cents Savings Bank | 14,302 | $6.76M | 0.74% | −10.0% | Reduced |
| Lincoln National Corp | 14,307 | $6.76M | 0.14% | +756+5.6% | Added |
| Checchi Capital Advisers, LLC | 14,332 | $6.77M | 0.65% | −35−0.2% | Reduced |
| Eagle Capital Management, LLC | 14,408 | $6.81M | 4.45% | −445−3.0% | Reduced |
| FourThought Financial Partners, LLC | 14,431 | $6.82M | 0.94% | +2,261+18.6% | Added |
| Dividend Assets Capital, LLC | 12,872 | $6.83M | 1.45% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 14,461 | $6.83M | 0.38% | +104+0.7% | Added |
| Essex Financial Services, Inc. | 14,476 | $6.84M | 0.72% | −1,497−9.4% | Reduced |
| Monetary Management Group Inc | 14,518 | $6.86M | 2.02% | +20+0.1% | Added |
| Twin Tree Management, LP | 14,539 | $6.87M | 0.19% | +10,290+242.2% | Added |
| Saranac Partners Ltd | 14,578 | $6.89M | 4.06% | +10,492+256.8% | Added |
| Liberty Capital Management, Inc. | 14,604 | $6.90M | 2.27% | −18−0.1% | Reduced |
| Accredited Investors Inc. | 14,641 | $6.92M | 0.53% | +122+0.8% | Added |
| Schechter Investment Advisors, LLC | 14,643 | $6.92M | 0.64% | −1,367−8.5% | Reduced |
| Blue Fin Capital, Inc. | 14,211 | $6.92M | 2.24% | +355+2.6% | Added |
| Broadleaf Partners, LLC | 14,664 | $6.93M | 2.47% | +254+1.8% | Added |
| Cozad Asset Management Inc | 14,683 | $6.94M | 0.92% | +162+1.1% | Added |
| Legacy Advisors, LLC | 14,774 | $6.98M | 1.29% | +2,172+17.2% | Added |
| AMG National Trust Bank | 14,783 | $6.99M | 0.24% | +360+2.5% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 14,792 | $6.99M | 2.54% | +308+2.1% | Added |
| Asset Planning Services Inc | 14,800 | $6.99M | 4.43% | −1,175−7.4% | Reduced |
| High Note Wealth, LLC | 14,800 | $6.99M | 2.88% | +10.0% | Added |
| BTC Capital Management, Inc. | 14,828 | $7.00M | 0.81% | +365+2.5% | Added |
| Moneta Group Investment Advisors LLC | 14,837 | $7.01M | 0.17% | +1,397+10.4% | Added |
| McKinley Carter Wealth Services, Inc. | 14,977 | $7.08M | 0.55% | −1,639−9.9% | Reduced |
| Anchor Investment Management, LLC | 15,056 | $7.12M | 0.97% | +406+2.8% | Added |
| Global Retirement Partners, LLC | 14,553 | $7.12M | 0.38% | +1,087+8.1% | Added |
| Jump Financial, LLC | 15,132 | $7.15M | 0.29% | +3,184+26.6% | Added |
| Thompson Investment Management, Inc. | 15,158 | $7.16M | 1.21% | +2,519+19.9% | Added |
| Rothschild Capital Partners, LLC | 15,179 | $7.17M | 2.94% | +13+0.1% | Added |
| Capital Investment Advisors, LLC | 15,230 | $7.20M | 0.21% | −126−0.8% | Reduced |
| Donaldson Capital Management, LLC | 15,246 | $7.20M | 0.34% | −2,646−14.8% | Reduced |
| Tradition Wealth Management, LLC | 15,249 | $7.21M | 0.90% | +2,789+22.4% | Added |
| Weatherly Asset Management L. P. | 15,274 | $7.22M | 0.94% | −714−4.5% | Reduced |
| Lester Murray Antman dba SimplyRich | 15,292 | $7.23M | 2.72% | −16−0.1% | Reduced |
| Belpointe Asset Management LLC | 15,292 | $7.23M | 0.39% | +1,964+14.7% | Added |
| RNC Capital Management LLC | 15,315 | $7.24M | 0.41% | −675−4.2% | Reduced |
| S&T Bank | 15,333 | $7.25M | 1.34% | −141−0.9% | Reduced |
| Mattern Capital Management, LLC | 15,369 | $7.26M | 1.28% | +562+3.8% | Added |
| D L Carlson Investment Group Inc | 15,387 | $7.27M | 1.65% | −9,603−38.4% | Reduced |
| HBK Sorce Advisory LLC | 15,416 | $7.29M | 0.33% | −13,434−46.6% | Reduced |
| Andra AP-fonden | 15,500 | $7.33M | 0.19% | −900−5.5% | Reduced |
| Harbour Capital Advisors, LLC | 15,534 | $7.35M | 2.22% | +283+1.9% | Added |
| Broderick Brian C | 15,591 | $7.37M | 2.07% | +781+5.3% | Added |
| Stratos Wealth Partners, LTD. | 15,600 | $7.37M | 0.20% | −3,935−20.1% | Reduced |
| Argonautica Private Wealth Management, Inc | 15,663 | $7.40M | 3.73% | −905−5.5% | Reduced |
| PKO Investment Management Joint-Stock Co | 15,689 | $7.41M | 0.98% | +4,000+34.2% | Added |
| Busey Wealth Management | 15,711 | $7.42M | 0.31% | +452+3.0% | Added |
| Sigma Investment Counselors Inc | 15,721 | $7.43M | 0.58% | +148+1.0% | Added |
| Toroso Investments, LLC | 15,747 | $7.44M | 0.24% | +1,197+8.2% | Added |
| Mutual Advisors, LLC | 15,796 | $7.46M | 0.31% | +854+5.7% | Added |
| Empire Life Investments Inc. | 15,858 | $7.49M | 0.53% | −203−1.3% | Reduced |
| First Interstate Bank | 15,865 | $7.50M | 0.57% | −310−1.9% | Reduced |
| Pallas Capital Advisors LLC | 15,345 | $7.50M | 0.70% | +1,028+7.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 15,894 | $7.51M | 0.78% | +319+2.0% | Added |
| Blue Edge Capital, LLC | 15,903 | $7.52M | 1.62% | −9−0.1% | Reduced |
| Ascent Wealth Partners, LLC | 15,921 | $7.52M | 1.51% | +259+1.7% | Added |
| Cyndeo Wealth Partners, LLC | 15,960 | $7.54M | 0.81% | −6,399−28.6% | Reduced |
| Evergreen Capital Management LLC | 15,993 | $7.56M | 0.34% | −1,735−9.8% | Reduced |
| GHP Investment Advisors, Inc. | 16,071 | $7.59M | 0.48% | +62+0.4% | Added |
| Oxbow Advisors, LLC | 16,120 | $7.62M | 1.36% | −13,342−45.3% | Reduced |