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 |
|---|---|---|---|---|---|
| Meridian Wealth Partners, LLC | 546 | $258.0K | 0.06% | +80+17.2% | Added |
| Trinity Financial Advisors LLC | 547 | $258.5K | 0.16% | −19−3.4% | Reduced |
| Matrix Private Capital Group LLC | 548 | $259.0K | 0.18% | −11−2.0% | Reduced |
| Atwood & Palmer Inc | 549 | $259.5K | 0.02% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 550 | $259.7K | 0.06% | −20−3.5% | Reduced |
| HITE Hedge Asset Management LLC | 550 | $259.9K | 0.02% | 00.0% | Unchanged |
| Magnolia Wealth Management, LLC | 550 | $259.9K | 0.26% | 00.0% | Unchanged |
| Bridge Advisory, LLC | 552 | $261.0K | 0.10% | +75+15.7% | Added |
| United Bank | 553 | $261.3K | 0.03% | −10−1.8% | Reduced |
| Lakewood Asset Management LLC | 554 | $262.0K | 0.22% | +1+0.2% | Added |
| Edgemoor Investment Advisors, Inc. | 555 | $262.3K | 0.03% | +555 | New |
| West Bancorporation Inc | 556 | $262.8K | 0.20% | −68−10.9% | Reduced |
| Atom Investors LP | 556 | $262.8K | 0.14% | +556 | New |
| Indie Asset Partners, LLC | 557 | $263.3K | 0.31% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 559 | $264.0K | 0.23% | +1+0.2% | Added |
| Wealthstream Advisors, Inc. | 561 | $265.0K | 0.16% | +65+13.1% | Added |
| Bridgeworth, LLC | 561 | $265.2K | 0.03% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 562 | $265.6K | 0.06% | −5,965−91.4% | Reduced |
| Versant Capital Management, Inc | 564 | $266.5K | 0.09% | +54+10.6% | Added |
| Pettyjohn, Wood & White, Inc | 566 | $267.5K | 0.07% | +91+19.2% | Added |
| Sentinus, LLC | 566 | $267.7K | 0.09% | +566 | New |
| Wellington Shields Capital Management, LLC | 567 | $268.0K | 0.03% | −2,505−81.5% | Reduced |
| Dougherty Wealth Advisers LLC | 571 | $269.8K | 0.41% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 507 | $271.0K | 0.27% | +507 | New |
| One Charles Private Wealth Services, LLC | 574 | $271.3K | 0.17% | −3−0.5% | Reduced |
| JGP Wealth Management, LLC | 574 | $271.3K | 0.05% | +33+6.1% | Added |
| Reston Wealth Management LLC | 575 | $271.9K | 0.14% | −43−7.0% | Reduced |
| BFT Financial Group, LLC | 574 | $272.0K | 0.04% | +574 | New |
| Cassia Capital Partners, LLC | 576 | $272.2K | 0.22% | −14−2.4% | Reduced |
| Garrison Asset Management, LLC | 577 | $272.7K | 0.17% | +577 | New |
| Day & Ennis, LLC | 577 | $272.7K | 0.10% | +11+1.9% | Added |
| VisionPoint Advisory Group, LLC | 561 | $273.4K | 0.12% | +18+3.3% | Added |
| Andesa Financial Management Inc. | 3,317 | $273.6K | 0.14% | +660+24.8% | Added |
| Dash Acquisitions Inc. | 582 | $275.0K | 0.13% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 583 | $275.5K | 0.28% | −1−0.2% | Reduced |
| Essex LLC | 520 | $275.7K | 0.08% | 00.0% | Unchanged |
| True Capital Management | 584 | $275.9K | 0.19% | +149+34.3% | Added |
| Oliver Luxxe Assets LLC | 585 | $276.5K | 0.07% | +5+0.9% | Added |
| M. Kraus & Co | 585 | $276.5K | 0.10% | +44+8.1% | Added |
| Peak Planning Group, LLC | 586 | $277.0K | 0.22% | −393−40.1% | Reduced |
| TFC Financial Management | 587 | $277.4K | 0.07% | +344+141.6% | Added |
| Curran Financial Partners, LLC | 587 | $277.5K | 0.13% | +38+6.9% | Added |
| Empirical Asset Management, LLC | 588 | $277.8K | 0.27% | +588 | New |
| TD Ameritrade Investment Management, LLC | 588 | $278.0K | 0.00% | −121−17.1% | Reduced |
| Lion Street Advisors, LLC | 589 | $278.4K | 0.09% | +133+29.2% | Added |
| Vantage Consulting Group Inc | 589 | $278.4K | 0.16% | +78+15.3% | Added |
| Syntax Advisors, LLC | 589 | $278.4K | 0.21% | +78+15.3% | Added |
| Financial Management Network Inc | 565 | $278.5K | 0.11% | +32+6.0% | Added |
| Northstar Group, Inc. | 590 | $278.8K | 0.07% | −24−3.9% | Reduced |
| Well Done, LLC | 591 | $279.3K | 0.06% | −32−5.1% | Reduced |
| NovaPoint Capital, LLC | 592 | $279.8K | 0.11% | +111+23.1% | Added |
| Albert D Mason Inc | 594 | $281.0K | 0.19% | +68+12.9% | Added |
| West Wealth Group, LLC | 595 | $281.1K | 0.13% | +595 | New |
| Old Point Trust & Financial Services N A | 595 | $281.2K | 0.12% | +595 | New |
| Cairn Investment Group, Inc. | 597 | $282.0K | 0.20% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 598 | $282.6K | 0.06% | +138+30.0% | Added |
| Quilter Plc | 286 | $284.0K | 0.02% | +286 | New |
| Summit Financial Group Inc | 601 | $284.0K | 0.11% | −50−7.7% | Reduced |
| Prelude Capital Management, LLC | 601 | $284.0K | 0.02% | −943−61.1% | Reduced |
| Acima Private Wealth, LLC | 601 | $284.0K | 0.14% | +24+4.2% | Added |
| KLR Investment Advisors, LLC | 604 | $285.4K | 0.25% | −495−45.0% | Reduced |
| CJM Wealth Advisers, Ltd. | 604 | $285.4K | 0.16% | −107−15.0% | Reduced |
| Prostatis Group LLC | 588 | $285.7K | 0.15% | +48+8.9% | Added |
| Warren Street Wealth Advisors, LLC | 605 | $285.9K | 0.20% | −29−4.6% | Reduced |
| Indiana Trust & Investment Management CO | 606 | $286.4K | 0.16% | −30−4.7% | Reduced |
| Capital Investment Services of America, Inc. | 608 | $287.3K | 0.03% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 609 | $287.9K | 0.08% | +2+0.3% | Added |
| Lane & Associates LLC | 610 | $288.1K | 0.26% | −5−0.8% | Reduced |
| Fort, L.P. | 610 | $288.3K | 0.74% | −275−31.1% | Reduced |
| Gray Wealth Management Inc. | 611 | $288.8K | 0.16% | +15+2.5% | Added |
| Clear Street Markets LLC | 611 | $289.0K | 0.08% | −664−52.1% | Reduced |
| Ritter Daniher Financial Advisory LLC | 616 | $291.1K | 0.13% | −20−3.1% | Reduced |
| Strategic Wealth Designers | 616 | $291.2K | 0.05% | +24+4.1% | Added |
| Garden State Investment Advisory Services LLC | 618 | $291.9K | 0.15% | +22+3.7% | Added |
| Granite Harbor Advisors, Inc. | 618 | $292.0K | 0.27% | +189+44.1% | Added |
| Merriman Wealth Management, LLC | 623 | $294.4K | 0.02% | −52−7.7% | Reduced |
| High Pines Wealth Management, LLC | 624 | $294.9K | 0.49% | +36+6.1% | Added |
| LPWM LLC | 624 | $294.9K | 0.14% | 00.0% | Unchanged |
| Windward Capital Management Co | 627 | $296.0K | 0.03% | +116+22.7% | Added |
| Seed Wealth Management, Inc. | 627 | $296.3K | 0.34% | 00.0% | Unchanged |
| Grant Street Asset Management, Inc. | 628 | $296.8K | 0.12% | +628 | New |
| MBA Advisors LLC | 629 | $297.3K | 0.19% | 00.0% | Unchanged |
| Green Alpha Advisors, LLC | 630 | $297.7K | 0.21% | 00.0% | Unchanged |
| Ted Buchan & Co | 631 | $298.2K | 0.25% | +77+13.9% | Added |
| Raffa Wealth Management, LLC | 631 | $298.4K | 0.11% | +199+46.1% | Added |
| Delta Investment Management, LLC | 635 | $300.0K | 0.09% | −215−25.3% | Reduced |
| Vista Capital Partners, Inc. | 635 | $300.1K | 0.04% | +28+4.6% | Added |
| Lansing Street Advisors | 638 | $301.3K | 0.19% | +2+0.3% | Added |
| Olistico Wealth, LLC | 638 | $301.6K | 0.29% | +244+61.9% | Added |
| Cottonwood Capital Advisors, LLC | 639 | $302.0K | 0.28% | −28−4.2% | Reduced |
| C M Bidwell & Associates Ltd | 639 | $302.0K | 0.23% | −14−2.1% | Reduced |
| Von Berge Wealth Management Group, LLC | 612 | $302.2K | 0.27% | +1+0.2% | Added |
| HCR Wealth Advisors | 640 | $302.5K | 0.06% | −50−7.2% | Reduced |
| EPG Wealth Management LLC | 641 | $302.7K | 0.10% | +187+41.2% | Added |
| Antonetti Capital Management LLC | 641 | $302.9K | 0.44% | +75+13.3% | Added |
| Greatmark Investment Partners, Inc. | 645 | $304.8K | 0.05% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 646 | $305.3K | 0.03% | +20+3.2% | Added |
| Hirtle Callaghan & Co LLC | 647 | $305.8K | 0.02% | −1,145−63.9% | Reduced |
| Stockman Wealth Management, Inc. | 647 | $305.8K | 0.07% | −32−4.7% | Reduced |
| Howard Capital Management Inc. | 647 | $305.8K | 0.05% | −23−3.4% | Reduced |