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 |
|---|---|---|---|---|---|
| Diamant Asset Management, Inc. | 647 | $305.8K | 0.25% | +2+0.3% | Added |
| Sharkey, Howes & Javer | 648 | $306.2K | 0.07% | 00.0% | Unchanged |
| Carson Advisory Inc. | 648 | $306.3K | 0.27% | +18+2.9% | Added |
| Evanson Asset Management, LLC | 648 | $306.3K | 0.03% | 00.0% | Unchanged |
| Wealthcare Capital Management LLC | 651 | $307.7K | 0.04% | −7−1.1% | Reduced |
| Peddock Capital Advisors, LLC | 651 | $307.7K | 0.11% | +24+3.8% | Added |
| Barrett & Company, Inc. | 654 | $309.1K | 0.20% | −161−19.8% | Reduced |
| Emerald Advisors, LLC | 654 | $309.3K | 0.08% | +10+1.6% | Added |
| Cypress Financial Planning LLC | 626 | $309.4K | 0.19% | 00.0% | Unchanged |
| Main Street Research LLC | 655 | $309.4K | 0.06% | −48−6.8% | Reduced |
| 4J Wealth Management LLC | 658 | $311.1K | 0.33% | 00.0% | Unchanged |
| Howard Wealth Management, LLC | 659 | $311.4K | 0.26% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 660 | $311.9K | 0.07% | +653+9,328.6% | Added |
| KFG Wealth Management, LLC | 593 | $312.1K | 0.22% | +209+54.4% | Added |
| Aprio Wealth Management, LLC | 662 | $312.8K | 0.10% | +14+2.2% | Added |
| BIP Wealth, LLC | 662 | $313.1K | 0.03% | +662 | New |
| RWM Asset Management, LLC | 664 | $313.8K | 0.06% | +43+6.9% | Added |
| Southeast Asset Advisors Inc. | 667 | $315.3K | 0.05% | +667 | New |
| Pavion Blue Capital, LLC | 669 | $316.2K | 0.19% | 00.0% | Unchanged |
| Family Firm, Inc. | 670 | $316.5K | 0.09% | +8+1.2% | Added |
| Citizens & Northern Corp | 670 | $316.6K | 0.12% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 670 | $316.8K | 0.21% | −862−56.3% | Reduced |
| Hillman Capital Management, Inc. | 671 | $317.1K | 0.12% | −400−37.3% | Reduced |
| Blue Zone Wealth Advisors, LLC | 672 | $317.3K | 0.17% | −153−18.5% | Reduced |
| Braun-Bostich & Associates Inc. | 672 | $317.4K | 0.75% | +30+4.7% | Added |
| BCS Wealth Management | 672 | $318.0K | 0.14% | −426−38.8% | Reduced |
| Motive Wealth Advisors | 673 | $318.1K | 0.35% | −229−25.4% | Reduced |
| Calton & Associates, Inc. | 674 | $318.7K | 0.15% | −519−43.5% | Reduced |
| Syverson Strege & Co | 675 | $319.1K | 0.14% | +95+16.4% | Added |
| Parnassus Investments | 678 | $320.4K | 0.00% | +178+35.6% | Added |
| KWMG, LLC | 678 | $320.4K | 0.04% | +678 | New |
| Flaharty Asset Management, LLC | 680 | $321.4K | 0.06% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 682 | $322.0K | 0.09% | +34+5.2% | Added |
| WealthPLAN Partners, LLC | 683 | $322.6K | 0.04% | −910−57.1% | Reduced |
| Marino, Stram & Associates LLC | 684 | $323.5K | 0.10% | +11+1.6% | Added |
| Bath Savings Trust Co | 685 | $323.7K | 0.04% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 685 | $323.7K | 0.05% | +87+14.5% | Added |
| Grassi Investment Management | 685 | $324.0K | 0.04% | +100+17.1% | Added |
| Wayfinding Financial, LLC | 685 | $324.0K | 0.25% | +215+45.7% | Added |
| Seldon Capital LP | 687 | $324.7K | 0.32% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 687 | $324.7K | 0.18% | +25+3.8% | Added |
| Sittner & Nelson, LLC | 687 | $324.8K | 0.19% | +76+12.4% | Added |
| Monterey Private Wealth, Inc. | 688 | $325.0K | 0.17% | −81−10.5% | Reduced |
| Old North State Trust, LLC | 688 | $325.0K | 0.22% | +4+0.6% | Added |
| McGowan Group Asset Management, Inc. | 688 | $325.0K | 0.05% | −41−5.6% | Reduced |
| Raleigh Capital Management Inc. | 693 | $327.6K | 0.16% | +166+31.5% | Added |
| Paragon Capital Management LLC | 695 | $328.4K | 0.20% | −86−11.0% | Reduced |
| C2C Wealth Management, LLC | 630 | $328.5K | 0.05% | +630 | New |
| Gemmer Asset Management LLC | 696 | $328.9K | 0.05% | +4+0.6% | Added |
| LBMC Investment Advisors, LLC | 698 | $329.9K | 0.03% | +86+14.1% | Added |
| Aspen Investment Management Inc | 699 | $330.0K | 0.21% | −560−44.5% | Reduced |
| waypoint wealth counsel | 699 | $330.2K | 0.26% | +26+3.9% | Added |
| Worth Asset Management, LLC | 699 | $330.3K | 0.25% | −26−3.6% | Reduced |
| RTD Financial Advisors, Inc. | 699 | $330.3K | 0.05% | 00.0% | Unchanged |
| Delphia (USA) Inc. | 700 | $330.7K | 0.41% | −204−22.6% | Reduced |
| Oxford Financial Group Ltd | 700 | $330.8K | 0.04% | +16+2.3% | Added |
| Jupiter Wealth Management LLC | 700 | $330.8K | 0.30% | +700 | New |
| Moreno Evelyn V | 701 | $331.3K | 0.08% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 701 | $331.3K | 0.05% | 00.0% | Unchanged |
| Connacht Asset Management LP | 701 | $331.3K | 0.95% | +701 | New |
| Aletheian Wealth Advisors LLC | 701 | $331.4K | 0.29% | +88+14.4% | Added |
| Blue Barn Wealth, LLC | 702 | $331.8K | 0.21% | +71+11.3% | Added |
| Hazlett, Burt & Watson, Inc. | 699 | $333.0K | 0.27% | +162+30.2% | Added |
| Abacus Wealth Partners, LLC | 675 | $333.6K | 0.11% | +675 | New |
| RW Investment Management LLC | 708 | $334.6K | 0.09% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 709 | $335.0K | 0.03% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 709 | $335.1K | 0.08% | +63+9.8% | Added |
| Element Pointe Advisors, LLC | 712 | $336.5K | 0.11% | +9+1.3% | Added |
| Tandem Wealth Advisors LLC | 715 | $337.9K | 0.21% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 716 | $338.0K | 0.05% | −2−0.3% | Reduced |
| Capstone Financial Advisors, Inc. | 716 | $338.4K | 0.03% | −75−9.5% | Reduced |
| Arbor Investment Advisors, LLC | 717 | $338.8K | 0.06% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 718 | $339.0K | 0.23% | +11+1.6% | Added |
| Merlin Capital LLC | 718 | $339.3K | 1.23% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 719 | $339.8K | 0.16% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 719 | $339.8K | 0.06% | −1−0.1% | Reduced |
| Moseley Investment Management Inc | 720 | $340.3K | 0.22% | +39+5.7% | Added |
| Red Lighthouse Investment Management, LLC | 722 | $341.2K | 0.17% | 00.0% | Unchanged |
| Narus Financial Partners, LLC | 729 | $344.5K | 0.19% | −33−4.3% | Reduced |
| Kelman-Lazarov, Inc. | 730 | $345.0K | 0.09% | +125+20.7% | Added |
| Ullmann Financial Group, Inc. | 732 | $346.0K | 0.08% | +64+9.6% | Added |
| Financial Council Asset Management Inc | 733 | $346.4K | 0.28% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 734 | $346.8K | 0.18% | −3−0.4% | Reduced |
| Custos Family Office, LLC | 734 | $347.0K | 0.24% | +64+9.6% | Added |
| Signet Financial Management, LLC | 734 | $347.0K | 0.06% | −4−0.5% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 735 | $347.4K | 0.33% | −8−1.1% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 736 | $347.8K | 0.27% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 736 | $347.8K | 0.08% | −20−2.6% | Reduced |
| SRB Corp | 736 | $347.8K | 0.02% | −126−14.6% | Reduced |
| Aviance Capital Partners, LLC | 736 | $347.9K | 0.08% | −11−1.5% | Reduced |
| Boston Research & Management Inc | 740 | $349.0K | 0.10% | 00.0% | Unchanged |
| Triumph Capital Management | 739 | $349.4K | 0.18% | +123+20.0% | Added |
| First Personal Financial Services | 740 | $349.7K | 0.09% | −116−13.6% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 740 | $350.0K | 0.36% | −13−1.7% | Reduced |
| GeoWealth Management, LLC | 746 | $352.0K | 0.04% | −772−50.9% | Reduced |
| Avenue 1 Advisors, LLC | 746 | $352.6K | 0.19% | −90−10.8% | Reduced |
| Alliance Wealth Advisors, LLC | 747 | $353.0K | 0.26% | −34−4.4% | Reduced |
| Sandy Cove Advisors, LLC | 748 | $353.7K | 0.26% | 00.0% | Unchanged |
| Beck Bode, LLC | 749 | $354.0K | 0.09% | −3,752−83.4% | Reduced |
| Westshore Wealth, LLC | 751 | $354.7K | 0.19% | +1+0.1% | Added |