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 |
|---|---|---|---|---|---|
| Kovitz Investment Group Partners, LLC | 16,124 | $7.62M | 0.13% | −211−1.3% | Reduced |
| Meritage Portfolio Management | 16,124 | $7.62M | 0.57% | −40.0% | Reduced |
| Cyrus J. Lawrence, LLC | 16,194 | $7.65M | 2.23% | −143−0.9% | Reduced |
| Tower Bridge Advisors | 16,224 | $7.67M | 0.63% | −63−0.4% | Reduced |
| Icon Wealth Partners, LLC | 16,235 | $7.67M | 0.84% | +16,235 | New |
| Ledyard National Bank | 16,311 | $7.71M | 0.89% | −484−2.9% | Reduced |
| Fulcrum Capital LLC | 16,378 | $7.74M | 2.08% | +2,314+16.5% | Added |
| Conning Inc. | 16,378 | $7.74M | 0.26% | −689−4.0% | Reduced |
| Gamco Investors, Inc. Et Al | 16,387 | $7.74M | 0.08% | −989−5.7% | Reduced |
| Winmill & Co. Inc | 16,475 | $7.79M | 2.90% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 16,495 | $7.80M | 0.06% | −182−1.1% | Reduced |
| Stokes Capital Advisors, LLC | 16,531 | $7.81M | 2.65% | +1,253+8.2% | Added |
| Brookstone Capital Management | 15,486 | $7.83M | 0.15% | +1,935+14.3% | Added |
| Executive Wealth Management, LLC | 16,727 | $7.91M | 0.88% | +1,976+13.4% | Added |
| Stolper Co | 16,874 | $7.97M | 3.42% | −16−0.1% | Reduced |
| Credit Agricole S A | 16,910 | $7.99M | 0.34% | −17,913−51.4% | Reduced |
| Chronos Wealth Management, LLC | 17,045 | $8.06M | 6.05% | −58−0.3% | Reduced |
| Innovis Asset Management LLC | 17,078 | $8.07M | 3.27% | −435−2.5% | Reduced |
| Mitchell Capital Management Co | 17,085 | $8.07M | 2.00% | +5,304+45.0% | Added |
| Moody National Bank Trust Division | 17,109 | $8.09M | 0.69% | +92+0.5% | Added |
| Citizens National Bank Trust Department | 17,133 | $8.10M | 2.25% | −50.0% | Reduced |
| Stonegate Investment Group, LLC | 17,162 | $8.11M | 0.30% | +1,273+8.0% | Added |
| Foundations Investment Advisors, LLC | 17,199 | $8.13M | 0.29% | +78+0.5% | Added |
| Trust Co of Vermont | 17,233 | $8.14M | 0.57% | +2,687+18.5% | Added |
| Goelzer Investment Management, Inc. | 17,238 | $8.15M | 0.71% | −4,977−22.4% | Reduced |
| Boston Financial Mangement LLC | 17,282 | $8.17M | 0.32% | −381−2.2% | Reduced |
| Woodmont Investment Counsel LLC | 17,286 | $8.17M | 0.88% | +1,096+6.8% | Added |
| Kesler, Norman & Wride, LLC | 17,298 | $8.18M | 2.06% | +350+2.1% | Added |
| Morse Asset Management, Inc | 17,395 | $8.22M | 2.78% | −4,698−21.3% | Reduced |
| Ninety One SA (PTY) Ltd | 17,415 | $8.24M | 2.09% | −497−2.8% | Reduced |
| Sivik Global Healthcare LLC | 17,500 | $8.27M | 3.56% | +9,500+118.8% | Added |
| Highland Capital Management, LLC | 17,537 | $8.29M | 0.61% | −54−0.3% | Reduced |
| Consolidated Investment Group LLC | 17,600 | $8.32M | 1.63% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 17,604 | $8.32M | 1.87% | +175+1.0% | Added |
| Farmers & Merchants Trust Co of Long Beach | 17,605 | $8.32M | 2.31% | −613−3.4% | Reduced |
| Evexia Wealth LLC | 17,020 | $8.34M | 4.50% | +17,020 | New |
| Avitas Wealth Management LLC | 17,707 | $8.37M | 1.64% | −130−0.7% | Reduced |
| Burt Wealth Advisors | 17,733 | $8.38M | 2.60% | −246−1.4% | Reduced |
| RiverFront Investment Group, LLC | 17,762 | $8.39M | 0.30% | +266+1.5% | Added |
| Sumitomo Life Insurance Co | 17,833 | $8.43M | 0.71% | +208+1.2% | Added |
| MainStreet Investment Advisors LLC | 17,844 | $8.43M | 0.93% | +191+1.1% | Added |
| AlphaStar Capital Management, LLC | 16,597 | $8.48M | 0.72% | +5,530+50.0% | Added |
| Security National Bank | 17,948 | $8.48M | 2.26% | −1,303−6.8% | Reduced |
| Kingsview Wealth Management, LLC | 17,963 | $8.49M | 0.36% | +6,004+50.2% | Added |
| Evoke Wealth, LLC | 18,018 | $8.52M | 0.31% | −291−1.6% | Reduced |
| Consolidated Planning Corp | 18,037 | $8.52M | 2.21% | +762+4.4% | Added |
| Forbes J M & Co LLP | 18,144 | $8.57M | 1.17% | −10,452−36.6% | Reduced |
| Ascent Group, LLC | 18,252 | $8.63M | 0.92% | +1,396+8.3% | Added |
| Jones Financial Companies LLLP | 18,337 | $8.67M | 0.01% | +1,140+6.6% | Added |
| Ostrum Asset Management | 18,385 | $8.69M | 0.76% | +18,385 | New |
| First National Bank of Omaha | 18,423 | $8.71M | 0.53% | −557−2.9% | Reduced |
| Venture Visionary Partners LLC | 18,440 | $8.72M | 0.55% | +1,301+7.6% | Added |
| Wright Investors Service Inc | 18,516 | $8.75M | 2.49% | +3,457+23.0% | Added |
| Alps Advisors Inc | 18,552 | $8.77M | 0.08% | −2,282−11.0% | Reduced |
| Telemus Capital, LLC | 18,581 | $8.78M | 0.77% | −99−0.5% | Reduced |
| KCM Investment Advisors LLC | 18,675 | $8.83M | 0.36% | −1,697−8.3% | Reduced |
| Estabrook Capital Management | 18,723 | $8.85M | 1.54% | −67−0.4% | Reduced |
| First Hawaiian Bank | 18,796 | $8.88M | 0.30% | −1,513−7.4% | Reduced |
| Tiger Management L.L.C. | 18,800 | $8.88M | 5.34% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 18,831 | $8.90M | 0.15% | +5,394+40.1% | Added |
| Compagnie Lombard Odier SCmA | 18,837 | $8.90M | 0.22% | −20,963−52.7% | Reduced |
| Profund Advisors LLC | 18,839 | $8.90M | 0.55% | −581−3.0% | Reduced |
| Fragasso Group Inc. | 19,000 | $8.98M | 1.02% | +308+1.6% | Added |
| Primecap Management Co | 19,084 | $9.02M | 0.01% | +3,050+19.0% | Added |
| SYSTM Wealth Solutions LLC | 19,137 | $9.04M | 1.39% | −3,804−16.6% | Reduced |
| Axxcess Wealth Management, LLC | 19,246 | $9.10M | 0.72% | −343−1.8% | Reduced |
| Toth Financial Advisory Corp | 19,279 | $9.11M | 1.42% | −315−1.6% | Reduced |
| TCTC Holdings, LLC | 19,317 | $9.13M | 0.37% | +2,554+15.2% | Added |
| Penobscot Investment Management Company, Inc. | 19,343 | $9.14M | 1.59% | +285+1.5% | Added |
| Motco | 19,363 | $9.15M | 0.62% | −428−2.2% | Reduced |
| Great Waters Wealth Management | 18,914 | $9.15M | 1.93% | −223−1.2% | Reduced |
| Apollon Wealth Management, LLC | 19,400 | $9.17M | 0.56% | −571−2.9% | Reduced |
| Elk River Wealth Management, LLC | 19,401 | $9.17M | 2.08% | +1,325+7.3% | Added |
| First Citizens Bank & Trust Co | 19,423 | $9.18M | 0.18% | +450+2.4% | Added |
| Polar Capital Holdings Plc | 19,457 | $9.20M | 0.07% | −93,988−82.8% | Reduced |
| Sigma Planning Corp | 19,469 | $9.20M | 0.31% | −8,587−30.6% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 19,494 | $9.21M | 0.23% | +19,494 | New |
| Lincoln Capital Corp | 19,565 | $9.25M | 5.36% | +466+2.4% | Added |
| Texas Capital Bank Wealth Management Services Inc | 19,566 | $9.25M | 1.07% | −654−3.2% | Reduced |
| American Trust | 19,688 | $9.30M | 0.65% | +1,528+8.4% | Added |
| Advanced Asset Management Advisors Inc | 19,740 | $9.33M | 2.27% | +85+0.4% | Added |
| Zions Bancorporation, N.A. | 19,741 | $9.33M | 0.80% | +1,730+9.6% | Added |
| Cary Street Partner Investment Advisory LLC | 19,744 | $9.33M | 0.67% | −502−2.5% | Reduced |
| Sonora Investment Management Group, LLC | 19,792 | $9.35M | 0.82% | +1,498+8.2% | Added |
| Richard Bernstein Advisors LLC | 19,890 | $9.40M | 0.20% | 00.0% | Unchanged |
| WESPAC Advisors SoCal, LLC | 19,968 | $9.44M | 3.26% | +495+2.5% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $9.51M | 8.90% | 00.0% | Unchanged |
| Strong Tower Advisory Services | 20,138 | $9.52M | 5.02% | +64+0.3% | Added |
| Guardian Capital Advisors LP | 18,324 | $9.55M | 1.10% | +2,630+16.8% | Added |
| Greenwich Wealth Management LLC | 20,246 | $9.57M | 1.04% | −237−1.2% | Reduced |
| Princeton Global Asset Management LLC | 20,253 | $9.57M | 2.75% | +1,364+7.2% | Added |
| Caldwell Trust Co | 20,287 | $9.59M | 1.33% | −63−0.3% | Reduced |
| Covington Investment Advisors Inc. | 20,342 | $9.61M | 2.11% | −110−0.5% | Reduced |
| Central Bank & Trust Co | 20,354 | $9.62M | 1.71% | −877−4.1% | Reduced |
| Advisory Services Network, LLC | 20,385 | $9.63M | 0.27% | +1,063+5.5% | Added |
| Dakota Wealth Management | 20,518 | $9.70M | 0.65% | −14,608−41.6% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 20,660 | $9.76M | 2.34% | +293+1.4% | Added |
| Scholtz & Company, LLC | 20,851 | $9.85M | 7.04% | −3,250−13.5% | Reduced |
| Wolverine Asset Management LLC | 20,973 | $9.91M | 0.18% | +20,546+4,811.7% | Added |
| Itau Unibanco Holding S.A. | 21,002 | $9.93M | 0.50% | +19,912+1,826.8% | Added |