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 |
|---|---|---|---|---|---|
| Covestor Ltd | 752 | $355.0K | 0.31% | +10+1.3% | Added |
| Shilanski & Associates, Inc. | 698 | $355.6K | 0.16% | +15+2.2% | Added |
| Element Wealth, LLC | 754 | $356.2K | 0.27% | +1+0.1% | Added |
| Investmark Advisory Group LLC | 756 | $357.2K | 0.26% | −20−2.6% | Reduced |
| Octavia Wealth Advisors, LLC | 756 | $357.3K | 0.08% | +65+9.4% | Added |
| Bernardo Wealth Planning LLC | 758 | $358.2K | 0.15% | +4+0.5% | Added |
| LVZ Advisors, Inc. | 762 | $359.9K | 0.05% | 00.0% | Unchanged |
| Newton One Investments LLC | 764 | $361.1K | 0.22% | 00.0% | Unchanged |
| First National Advisers, LLC | 766 | $362.0K | 0.41% | +323+72.9% | Added |
| Kinloch Capital, LLC | 765 | $362.0K | 0.21% | +332+76.7% | Added |
| Castleview Partners, LLC | 769 | $363.4K | 0.32% | −11−1.4% | Reduced |
| LWM Advisory Services, LLC | 744 | $363.7K | 0.39% | +30+4.2% | Added |
| Empire Financial Management Company, LLC | 770 | $363.9K | 0.15% | +770 | New |
| Verus Capital Partners, LLC | 772 | $365.1K | 0.06% | −94−10.9% | Reduced |
| Financial Planning & Information Services, Inc. | 773 | $365.4K | 0.07% | +37+5.0% | Added |
| Jmac Enterprises LLC | 775 | $366.3K | 0.09% | +205+36.0% | Added |
| Philadelphia Trust Co | 777 | $367.0K | 0.04% | 00.0% | Unchanged |
| Private Capital Management LLC | 777 | $367.2K | 0.11% | +24+3.2% | Added |
| HHM Wealth Advisors, LLC | 778 | $367.7K | 0.08% | +138+21.6% | Added |
| Fortis Advisors, LLC | 780 | $368.6K | 0.24% | 00.0% | Unchanged |
| Clark Financial Services Group Inc | 781 | $369.0K | 0.54% | −8−1.0% | Reduced |
| Coppell Advisory Solutions LLC | 788 | $370.4K | 0.13% | +51+6.9% | Added |
| Coppell Advisory Solutions Corp. | 788 | $370.4K | 0.13% | +51+6.9% | Added |
| Headinvest, LLC | 785 | $371.0K | 0.08% | −14−1.8% | Reduced |
| Catalyst Wealth Management, LLC | 785 | $371.0K | 0.35% | +12+1.6% | Added |
| Sentry LLC | 785 | $371.0K | 0.09% | +785 | New |
| Waters Parkerson & Co., LLC | 786 | $371.0K | 0.02% | +4+0.5% | Added |
| Onyx Bridge Wealth Group LLC | 786 | $371.7K | 0.15% | +85+12.1% | Added |
| Index Fund Advisors, Inc. | 787 | $371.9K | 0.03% | −5−0.6% | Reduced |
| Brooks, Moore & Associates, Inc. | 787 | $372.0K | 0.27% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 789 | $372.9K | 0.05% | +19+2.5% | Added |
| 3Chopt Investment Partners, LLC | 789 | $372.9K | 0.20% | +424+116.2% | Added |
| HF Advisory Group, LLC | 790 | $373.4K | 0.33% | +131+19.9% | Added |
| One + One Wealth Management, LLC | 791 | $374.0K | 0.27% | −107−11.9% | Reduced |
| Beaton Management Co. Inc. | 792 | $374.0K | 0.25% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 795 | $375.7K | 0.29% | −41−4.9% | Reduced |
| Twelve Points Wealth Management LLC | 796 | $376.2K | 0.22% | +19+2.4% | Added |
| Woodstock Corp | 801 | $378.5K | 0.05% | −14−1.7% | Reduced |
| Benin Management CORP | 801 | $378.5K | 0.14% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 803 | $379.5K | 0.33% | −280−25.9% | Reduced |
| Aft, Forsyth & Company, Inc. | 805 | $380.4K | 0.29% | 00.0% | Unchanged |
| ETF Portfolio Partners, Inc. | 809 | $382.3K | 0.14% | −13−1.6% | Reduced |
| Milestone Investment Advisors LLC | 811 | $383.3K | 0.12% | +811 | New |
| Fortem Financial Group, LLC | 812 | $383.8K | 0.25% | −145−15.2% | Reduced |
| Leo H. Evart, Inc. | 814 | $384.8K | 0.56% | +2+0.2% | Added |
| Chickasaw Capital Management LLC | 815 | $385.0K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 819 | $387.0K | 0.24% | −6−0.7% | Reduced |
| Delta Financial Group, Inc. | 820 | $388.0K | 0.15% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 825 | $389.9K | 0.02% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 826 | $390.4K | 0.09% | −256−23.7% | Reduced |
| Ellsworth Advisors, LLC | 828 | $391.2K | 0.14% | −7−0.8% | Reduced |
| Requisite Capital Management, LLC | 828 | $391.3K | 0.12% | −102−11.0% | Reduced |
| Global Financial Private Client, LLC | 792 | $391.4K | 0.20% | +22+2.9% | Added |
| Avaii Wealth Management, LLC | 829 | $391.8K | 0.34% | +11+1.3% | Added |
| Abundance Wealth Counselors | 829 | $392.0K | 0.10% | −15−1.8% | Reduced |
| SOA Wealth Advisors, LLC. | 830 | $392.2K | 0.10% | +7+0.9% | Added |
| Legacy Trust | 830 | $392.3K | 0.12% | +150+22.1% | Added |
| Strait & Sound Wealth Management LLC | 833 | $393.7K | 0.39% | +15+1.8% | Added |
| Westmount Partners, LLC | 833 | $393.7K | 0.18% | +12+1.5% | Added |
| Contravisory Investment Management, Inc. | 834 | $394.1K | 0.11% | −16,463−95.2% | Reduced |
| Ridgecrest Wealth Partners, LLC | 836 | $394.9K | 0.28% | +120+16.8% | Added |
| Salvus Wealth Management, LLC | 837 | $395.6K | 0.32% | +36+4.5% | Added |
| Lantz Financial LLC | 837 | $395.6K | 0.16% | +61+7.9% | Added |
| Peterson Wealth Services | 840 | $396.8K | 0.20% | +232+38.2% | Added |
| CWS Financial Advisors, LLC | 841 | $397.4K | 0.16% | +52+6.6% | Added |
| LaSalle St. Investment Advisors, LLC | 847 | $400.0K | 0.18% | +847 | New |
| Trellis Advisors, LLC | 847 | $400.3K | 0.19% | +7+0.8% | Added |
| Pasadena Private Wealth, LLC | 848 | $400.6K | 0.12% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 848 | $400.9K | 0.32% | −120−12.4% | Reduced |
| Shulman DeMeo Asset Management LLC | 849 | $401.1K | 0.13% | +21+2.5% | Added |
| Elite Wealth Management, Inc. | 850 | $401.7K | 0.18% | +850 | New |
| Kavar Capital Partners Group, LLC | 851 | $402.2K | 0.09% | 00.0% | Unchanged |
| Lanham O'Dell & Company, Inc. | 855 | $404.0K | 0.44% | −65−7.1% | Reduced |
| Corton Capital Inc. | 856 | $404.5K | 0.28% | −124−12.7% | Reduced |
| StrategIQ Financial Group, LLC | 857 | $405.0K | 0.05% | +90+11.7% | Added |
| Towerpoint Wealth, LLC | 860 | $406.4K | 0.23% | −299−25.8% | Reduced |
| Sterling Group Wealth Management, LLC | 863 | $407.8K | 0.38% | +119+16.0% | Added |
| Cohen & Steers, Inc. | 865 | $409.0K | 0.00% | 00.0% | Unchanged |
| Kennedy Investment Group | 866 | $409.2K | 0.25% | +408+89.1% | Added |
| Traphagen Investment Advisors LLC | 867 | $409.7K | 0.06% | +83+10.6% | Added |
| Satovsky Asset Management LLC | 869 | $410.5K | 0.15% | +3+0.3% | Added |
| Litman Gregory Asset Management LLC | 869 | $410.5K | 0.15% | +869 | New |
| Whitford Management LLC | 870 | $410.9K | 0.52% | −3,314−79.2% | Reduced |
| Byrne Asset Management LLC | 872 | $412.0K | 0.29% | −17−1.9% | Reduced |
| First United Bank Trust | 872 | $412.1K | 0.19% | −58−6.2% | Reduced |
| Capital Advisors, Ltd. LLC | 873 | $413.0K | 0.07% | −1,038−54.3% | Reduced |
| Revisor Wealth Management LLC | 876 | $414.2K | 0.38% | +876 | New |
| Redwood Financial Network Corp | 877 | $414.5K | 0.42% | +183+26.4% | Added |
| Wendell David Associates Inc | 879 | $415.0K | 0.05% | 00.0% | Unchanged |
| Invictus Private Wealth, LLC | 879 | $415.4K | 0.05% | −100−10.2% | Reduced |
| Columbia Asset Management | 880 | $416.0K | 0.09% | +96+12.2% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 881 | $416.4K | 0.04% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 884 | $417.8K | 0.08% | −132−13.0% | Reduced |
| Centennial Bank | 889 | $420.1K | 0.27% | −25−2.7% | Reduced |
| Garda Capital Partners LP | 891 | $421.1K | 0.37% | −2,114−70.3% | Reduced |
| TFB Advisors LLC | 891 | $421.1K | 0.32% | +25+2.9% | Added |
| Paragon Private Wealth Management, LLC | 892 | $421.6K | 0.36% | +8+0.9% | Added |
| SignalPoint Asset Management, LLC | 893 | $422.0K | 0.14% | +15+1.7% | Added |
| Coury Firm Asset Management LLC | 893 | $422.1K | 0.59% | +893 | New |
| Sonata Capital Group Inc | 897 | $424.0K | 0.23% | 00.0% | Unchanged |