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 |
|---|---|---|---|---|---|
| Cardinal Point Capital Management, ULC | 457 | $216.0K | 0.07% | −59−11.4% | Reduced |
| Sage Investment Advisers LLC | 457 | $216.0K | 0.29% | −50−9.9% | Reduced |
| Manchester Financial Inc | 457 | $216.0K | 0.06% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 458 | $216.4K | 0.05% | −120−20.8% | Reduced |
| Boyd Watterson Asset Management LLC | 458 | $216.4K | 0.09% | 00.0% | Unchanged |
| Hollow Brook Wealth Management LLC | 461 | $217.9K | 0.10% | −1−0.2% | Reduced |
| Weaver Consulting Group | 461 | $217.9K | 0.10% | +6+1.3% | Added |
| United Capital Management of KS, Inc. | 462 | $218.2K | 0.08% | −8,218−94.7% | Reduced |
| Investment Advisory Group, LLC | 465 | $219.5K | 0.13% | 00.0% | Unchanged |
| Rockingstone Advisors LLC | 465 | $219.7K | 0.13% | +465 | New |
| Acorn Financial Advisory Services Inc | 465 | $219.9K | 0.04% | +4+0.9% | Added |
| Briaud Financial Planning, Inc | 466 | $220.0K | 0.21% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 466 | $220.2K | 0.02% | +466 | New |
| Orion Capital Management LLC | 466 | $220.2K | 0.15% | +60+14.8% | Added |
| Gallacher Capital Management LLC | 467 | $220.6K | 0.13% | −79−14.5% | Reduced |
| Facet Wealth, Inc. | 468 | $221.3K | 0.01% | −11−2.3% | Reduced |
| Kraft Asset Management, LLC | 469 | $221.6K | 0.20% | −10−2.1% | Reduced |
| Financial Advisory Group | 469 | $221.7K | 0.04% | +469 | New |
| Select Asset Management & Trust | 469 | $222.0K | 0.20% | +19+4.2% | Added |
| TTP Investments, Inc. | 471 | $222.7K | 0.18% | +15+3.3% | Added |
| Pensionmark Financial Group, LLC | 471 | $222.8K | 0.05% | −15−3.1% | Reduced |
| Manhattan West Asset Management, LLC | 472 | $223.1K | 0.10% | +472 | New |
| Eldridge Investment Advisors, Inc. | 475 | $224.0K | 0.08% | −15−3.1% | Reduced |
| Horan Capital Advisors, LLC. | 475 | $224.5K | 0.09% | +475 | New |
| GEM Asset Management, LLC | 479 | $226.4K | 0.18% | −24−4.8% | Reduced |
| Alpha Omega Wealth Management LLC | 481 | $227.3K | 0.04% | −139−22.4% | Reduced |
| Running Point Capital Advisors, LLC | 481 | $227.3K | 0.14% | +2+0.4% | Added |
| Benchmark Wealth Management, LLC | 446 | $228.4K | 0.15% | −44−9.0% | Reduced |
| Trilogy Capital Inc. | 483 | $228.4K | 0.02% | +13+2.8% | Added |
| Palladiem, LLC | 485 | $229.2K | 0.24% | +60+14.1% | Added |
| Gries Financial LLC | 486 | $229.7K | 0.07% | −231−32.2% | Reduced |
| Walkner Condon Financial Advisors LLC | 488 | $230.5K | 0.06% | +99+25.4% | Added |
| LCNB Corp | 488 | $230.6K | 0.10% | −30−5.8% | Reduced |
| Alesco Advisors LLC | 490 | $231.6K | 0.01% | +19+4.0% | Added |
| Orgel Wealth Management, LLC | 490 | $231.6K | 0.01% | −157−24.3% | Reduced |
| ForthRight Wealth Management, LLC | 491 | $232.0K | 0.11% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 491 | $232.0K | 0.16% | +28+6.0% | Added |
| NTV Asset Management LLC | 491 | $232.0K | 0.04% | +36+7.9% | Added |
| Paces Ferry Wealth Advisors, LLC | 491 | $232.0K | 0.19% | +53+12.1% | Added |
| Financial Avengers, Inc. | 494 | $233.5K | 0.18% | +2+0.4% | Added |
| Ironsides Asset Advisors, LLC | 494 | $233.6K | 0.11% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 497 | $234.9K | 0.09% | −8−1.6% | Reduced |
| Hamilton Wealth, LLC | 499 | $235.8K | 0.08% | −269−35.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 500 | $236.3K | 0.04% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 500 | $236.3K | 0.08% | 00.0% | Unchanged |
| Kearns & Associates LLC | 500 | $236.3K | 0.24% | 00.0% | Unchanged |
| apricus wealth, LLC | 500 | $236.3K | 0.22% | 00.0% | Unchanged |
| MAS Advisors LLC | 503 | $237.8K | 0.23% | −79−13.6% | Reduced |
| Vicus Capital | 504 | $238.0K | 0.03% | −81−13.8% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 505 | $238.7K | 0.07% | −45−8.2% | Reduced |
| Clarity Wealth Advisors, LLC | 507 | $239.6K | 0.12% | −10−1.9% | Reduced |
| BlueSky Wealth Advisors, LLC | 507 | $239.6K | 0.05% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 508 | $240.0K | 0.07% | −149−22.7% | Reduced |
| CapWealth Advisors, LLC | 509 | $240.5K | 0.03% | −113−18.2% | Reduced |
| Cora Capital Advisors LLC | 509 | $240.6K | 0.18% | +11+2.2% | Added |
| Financial Partners Group, Inc | 509 | $240.7K | 0.05% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 510 | $241.0K | 0.17% | −10−1.9% | Reduced |
| Kessler Investment Group, LLC | 510 | $241.0K | 0.16% | +11+2.2% | Added |
| Exeter Financial, LLC | 468 | $241.0K | 0.12% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 504 | $242.2K | 0.06% | +504 | New |
| Webster Bank, N. A. | 513 | $242.4K | 0.03% | −481−48.4% | Reduced |
| Private Capital Management, LLC | 514 | $243.0K | 0.03% | −32−5.9% | Reduced |
| Talisman Wealth Advisors LLC | 513 | $243.0K | 0.44% | +513 | New |
| Clay Northam Wealth Management, LLC | 515 | $243.4K | 0.25% | 00.0% | Unchanged |
| Rooted Wealth Advisors, Inc. | 476 | $244.0K | 0.18% | −80−14.4% | Reduced |
| Camelot Portfolios, LLC | 517 | $244.4K | 0.17% | +10+2.0% | Added |
| Azzad Asset Management Inc | 518 | $244.8K | 0.03% | −7−1.3% | Reduced |
| Meyer Handelman Co | 518 | $244.8K | 0.01% | +518 | New |
| Birch Hill Investment Advisors LLC | 519 | $245.3K | 0.02% | −111−17.6% | Reduced |
| McIlrath & Eck, LLC | 519 | $245.3K | 0.06% | +77+17.4% | Added |
| AlphaCentric Advisors LLC | 520 | $245.7K | 0.17% | −10−1.9% | Reduced |
| Stony Point Wealth Management Inc. | 521 | $246.1K | 0.13% | −888−63.0% | Reduced |
| Sutton Place Investors LLC | 521 | $246.2K | 0.33% | −38−6.8% | Reduced |
| KilterHowling LLC | 523 | $247.0K | 0.24% | −53−9.2% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 525 | $247.0K | 0.01% | −493−48.4% | Reduced |
| MGO Private Wealth, LLC | 523 | $247.2K | 0.19% | −290−35.7% | Reduced |
| Alpha Financial Partners, LLC | 524 | $247.8K | 0.28% | −37−6.6% | Reduced |
| Jacobs & Co | 525 | $248.0K | 0.03% | +66+14.4% | Added |
| LifeSteps Financial, Inc. | 526 | $248.6K | 0.26% | +67+14.6% | Added |
| Callan Capital, LLC | 526 | $248.7K | 0.03% | −418−44.3% | Reduced |
| Retirement Planning Co of New England, Inc. | 527 | $249.2K | 0.15% | +527 | New |
| Consilio Wealth Advisors, LLC | 527 | $249.2K | 0.14% | +61+13.1% | Added |
| AlphaQ Advisors LLC | 528 | $249.5K | 0.21% | −1,563−74.7% | Reduced |
| Crown Wealth Group, LLC | 528 | $249.5K | 0.21% | −119−18.4% | Reduced |
| Bell Investment Advisors, Inc | 530 | $250.5K | 0.06% | −64−10.8% | Reduced |
| CSM Advisors, LLC | 533 | $251.0K | 0.02% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 533 | $251.7K | 0.15% | +21+4.1% | Added |
| BlackDiamond Wealth Management Inc. | 512 | $251.9K | 0.26% | +8+1.6% | Added |
| Meridian Financial, LLC | 533 | $251.9K | 0.24% | 00.0% | Unchanged |
| Range Financial Group LLC | 535 | $252.8K | 0.17% | −77−12.6% | Reduced |
| Wealth Dimensions Group, Ltd. | 536 | $253.1K | 0.10% | −356−39.9% | Reduced |
| Merrion Investment Management Co, LLC | 536 | $253.3K | 0.24% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 517 | $254.0K | 0.10% | +17+3.4% | Added |
| Forefront Analytics, LLC | 536 | $254.1K | 0.13% | +12+2.3% | Added |
| Cherrydale Wealth Management, LLC | 543 | $256.5K | 0.19% | −52−8.7% | Reduced |
| Integris Wealth Management, LLC | 543 | $256.6K | 0.09% | −12−2.2% | Reduced |
| G2 Capital Management, LLC | 544 | $256.9K | 0.11% | +12+2.3% | Added |
| Academy Capital Management Inc | 544 | $257.0K | 0.06% | +112+25.9% | Added |
| WMG Financial Advisors, LLC | 480 | $257.6K | 0.21% | −612−56.0% | Reduced |
| Oakwell Private Wealth Management, LLC | 545 | $257.6K | 0.12% | −2−0.4% | Reduced |