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 |
|---|---|---|---|---|---|
| Arlington Partners LLC | 901 | $425.8K | 0.06% | +224+33.1% | Added |
| Mascoma Wealth Management LLC | 865 | $425.8K | 0.12% | −24−2.7% | Reduced |
| Rathbone Brothers plc | 904 | $427.2K | 0.00% | +40+4.6% | Added |
| Crestwood Advisors Group LLC | 905 | $427.7K | 0.01% | −1,041−53.5% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 898 | $428.0K | 0.05% | +126+16.3% | Added |
| Osterweis Capital Management Inc | 907 | $428.6K | 0.03% | +210+30.1% | Added |
| Barber Financial Group, Inc. | 908 | $429.0K | 0.08% | −48−5.0% | Reduced |
| Mayport, LLC | 909 | $429.5K | 0.27% | +230+33.9% | Added |
| REDW Wealth LLC | 910 | $430.1K | 0.14% | +192+26.7% | Added |
| WealthPlan Investment Management, LLC | 911 | $430.5K | 0.07% | −682−42.8% | Reduced |
| Kaizen Financial Strategies | 914 | $431.7K | 0.43% | +136+17.5% | Added |
| Aspen Grove Capital, LLC | 914 | $431.9K | 0.19% | +180+24.5% | Added |
| New England Capital Financial Advisors LLC | 915 | $432.2K | 0.31% | +1+0.1% | Added |
| Barry Investment Advisors, LLC | 916 | $433.3K | 0.14% | +2+0.2% | Added |
| Garde Capital, Inc. | 919 | $434.0K | 0.05% | −24−2.5% | Reduced |
| Client 1st Advisory Group, LLC | 921 | $435.3K | 0.24% | 00.0% | Unchanged |
| PRW Wealth Management LLC | 885 | $435.5K | 0.17% | 00.0% | Unchanged |
| Insight Folios Inc | 922 | $435.6K | 0.19% | 00.0% | Unchanged |
| Taylor & Morgan Wealth Management, LLC | 922 | $435.6K | 0.38% | +1+0.1% | Added |
| Juncture Wealth Strategies, LLC | 923 | $436.2K | 0.21% | +500+118.2% | Added |
| Blueshift Asset Management, LLC | 928 | $438.6K | 0.18% | +414+80.5% | Added |
| Private Ocean, LLC | 928 | $438.6K | 0.06% | −6−0.6% | Reduced |
| Matisse Capital | 930 | $439.5K | 0.28% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 933 | $440.9K | 0.16% | +10+1.1% | Added |
| Lockerman Financial Group, Inc. | 934 | $441.4K | 1.21% | −26−2.7% | Reduced |
| Aufman Associates Inc | 935 | $441.7K | 0.38% | +1+0.1% | Added |
| HFR Wealth Management, LLC | 935 | $442.0K | 0.13% | −41−4.2% | Reduced |
| Winthrop Advisory Group LLC | 938 | $443.3K | 0.08% | +14+1.5% | Added |
| Sound Income Strategies, LLC | 938 | $443.3K | 0.05% | +11+1.2% | Added |
| Synergy Financial Management, LLC | 939 | $443.8K | 0.11% | −49−5.0% | Reduced |
| Smith Anglin Financial, LLC | 941 | $444.6K | 0.07% | +3+0.3% | Added |
| 360 Financial, Inc. | 941 | $444.7K | 0.23% | −33−3.4% | Reduced |
| Perennial Advisors, LLC | 941 | $444.7K | 0.13% | +941 | New |
| Linscomb & Williams, Inc. | 941 | $444.8K | 0.02% | −168−15.1% | Reduced |
| JJJ Advisors Inc. | 870 | $445.3K | 0.13% | −26−2.9% | Reduced |
| Burke & Herbert Bank & Trust Co | 943 | $445.7K | 0.33% | −12−1.3% | Reduced |
| Forza Wealth Management, LLC | 943 | $445.7K | 0.23% | +943 | New |
| Van Strum & Towne Inc. | 945 | $446.6K | 0.19% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 948 | $448.1K | 0.18% | +15+1.6% | Added |
| Canvas Wealth Advisors, LLC | 915 | $448.6K | 0.19% | +236+34.8% | Added |
| Red Wave Investments LLC | 950 | $449.0K | 0.19% | +14+1.5% | Added |
| Klingman & Associates, LLC | 952 | $449.9K | 0.04% | −136−12.5% | Reduced |
| Kaydan Wealth Management, Inc. | 954 | $450.9K | 0.18% | −42−4.2% | Reduced |
| Watershed Private Wealth LLC | 957 | $452.3K | 0.31% | +30+3.2% | Added |
| World Equity Group, Inc. | 4,377 | $452.4K | 0.08% | +2,889+194.2% | Added |
| Allegheny Financial Group LTD | 958 | $452.9K | 0.18% | +1+0.1% | Added |
| Etesian Wealth Advisors, Inc. | 959 | $453.2K | 0.30% | −12−1.2% | Reduced |
| Gilbert & Cook, Inc. | 960 | $453.7K | 0.08% | 00.0% | Unchanged |
| BHK Investment Advisors, LLC | 961 | $454.1K | 0.20% | +110+12.9% | Added |
| Financial Architects, Inc | 961 | $454.2K | 0.07% | −106−9.9% | Reduced |
| Jackson Square Partners, LLC | 964 | $455.6K | 0.01% | +33+3.5% | Added |
| Creative Financial Designs Inc | 967 | $456.9K | 0.06% | +1+0.1% | Added |
| Objective Capital Management, LLC | 968 | $457.3K | 0.42% | +29+3.1% | Added |
| Amplius Wealth Advisors, LLC | 971 | $458.8K | 0.07% | +58+6.4% | Added |
| Cascade Investment Group, Inc. | 972 | $459.2K | 0.45% | +1+0.1% | Added |
| Tower Wealth Partners, Inc. | 972 | $459.4K | 0.38% | −234−19.4% | Reduced |
| BCJ Capital Management, LLC | 973 | $459.8K | 0.04% | +422+76.6% | Added |
| McRae Capital Management Inc | 975 | $460.8K | 0.13% | 00.0% | Unchanged |
| Echo45 Advisors LLC | 977 | $461.7K | 0.38% | −120−10.9% | Reduced |
| Asset Allocation & Management Company, LLC | 981 | $464.0K | 0.19% | −900−47.8% | Reduced |
| Goldstein Advisors, LLC | 983 | $464.3K | 0.10% | −97−9.0% | Reduced |
| Bedel Financial Consulting, Inc. | 983 | $464.6K | 0.11% | −3−0.3% | Reduced |
| Continuum Wealth Advisors, LLC | 986 | $466.0K | 0.38% | −61−5.8% | Reduced |
| Austin Private Wealth, LLC | 987 | $466.4K | 0.07% | −79−7.4% | Reduced |
| HWG Holdings LP | 988 | $466.9K | 0.27% | −11,102−91.8% | Reduced |
| Old Port Advisors | 897 | $467.3K | 0.17% | −29−3.1% | Reduced |
| Liberty Wealth Management LLC | 993 | $468.2K | 0.10% | +993 | New |
| Corrado Advisors, LLC | 991 | $468.3K | 0.31% | −5−0.5% | Reduced |
| First Community Trust NA | 991 | $468.3K | 0.55% | +156+18.7% | Added |
| Levy Wealth Management Group, LLC | 994 | $469.7K | 0.14% | +323+48.1% | Added |
| Bouchey Financial Group Ltd | 995 | $470.0K | 0.06% | +153+18.2% | Added |
| Lafayette Investments, Inc. | 995 | $470.2K | 0.13% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 997 | $471.2K | 0.04% | −44−4.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 999 | $472.1K | 0.00% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 999 | $472.1K | 0.07% | −75−7.0% | Reduced |
| Moore Capital Management, LP | 1,000 | $472.6K | 0.01% | +1,000 | New |
| AtlasMark Financial, Inc | 1,000 | $472.6K | 0.62% | +1,000 | New |
| Stonebridge Capital Management Inc | 1,000 | $473.0K | 0.23% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 958 | $473.7K | 0.52% | +105+12.3% | Added |
| Staley Capital Advisers Inc | 1,004 | $474.0K | 0.03% | −116−10.4% | Reduced |
| Wharton Business Group, LLC | 1,004 | $474.0K | 0.03% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 1,003 | $474.0K | 0.23% | −55−5.2% | Reduced |
| Beck Mack & Oliver LLC | 1,004 | $474.5K | 0.01% | 00.0% | Unchanged |
| Worth Financial Advisory Group, LLC | 1,008 | $476.4K | 0.46% | +281+38.7% | Added |
| Aldebaran Financial Inc. | 1,011 | $477.8K | 0.64% | +91+9.9% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 1,012 | $478.2K | 0.26% | +18+1.8% | Added |
| Baker Ellis Asset Management LLC | 1,018 | $481.1K | 0.09% | +24+2.4% | Added |
| Regal Wealth Group, Inc. | 990 | $481.5K | 0.34% | +2+0.2% | Added |
| Rosenberg Matthew Hamilton | 1,020 | $482.1K | 0.16% | +10+1.0% | Added |
| Guardian Financial Partners, LLC | 1,020 | $482.2K | 0.48% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,024 | $483.9K | 0.27% | −261−20.3% | Reduced |
| Gables Capital Management Inc. | 1,029 | $486.3K | 0.34% | +9+0.9% | Added |
| Mitchell Sinkler & Starr | 1,030 | $486.8K | 0.14% | +33+3.3% | Added |
| Columbus Macro, LLC | 1,033 | $488.3K | 0.18% | +22+2.2% | Added |
| Fagan Associates, Inc. | 1,034 | $488.7K | 0.12% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 1,034 | $488.9K | 0.07% | 00.0% | Unchanged |
| Foundry Partners, LLC | 1,035 | $489.1K | 0.03% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 1,035 | $489.2K | 0.38% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,036 | $489.4K | 0.26% | −272−20.8% | Reduced |
| Unique Wealth, LLC | 1,036 | $489.6K | 0.24% | +313+43.3% | Added |