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 |
|---|---|---|---|---|---|
| Clarus Group, Inc. | 1,038 | $490.8K | 0.46% | +38+3.8% | Added |
| Vetamer Capital Management, L.P. | 1,039 | $491.0K | 0.68% | +1,039 | New |
| Reynders McVeigh Capital Management, LLC | 1,041 | $492.0K | 0.03% | −249−19.3% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,043 | $493.0K | 0.08% | +41+4.1% | Added |
| General Partner, Inc. | 1,002 | $494.2K | 0.43% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 933 | $494.5K | 0.18% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 1,047 | $494.6K | 0.07% | +61+6.2% | Added |
| Alhambra Investment Partners LLC | 1,049 | $495.7K | 0.34% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 1,050 | $496.0K | 0.07% | +1,050 | New |
| Stillwater Investment Management, LLC | 1,053 | $497.7K | 0.13% | +3+0.3% | Added |
| Ethos Financial Group, LLC | 1,056 | $499.1K | 0.16% | −267−20.2% | Reduced |
| Fairview Capital Investment Management, LLC | 1,056 | $499.1K | 0.03% | +126+13.5% | Added |
| New World Advisors LLC | 1,057 | $499.5K | 0.19% | +267+33.8% | Added |
| Foster Victor Wealth Advisors, LLC | 1,013 | $499.7K | 0.06% | +30+3.1% | Added |
| Riverpark Capital Management LLC | 1,062 | $501.9K | 1.01% | +1,062 | New |
| New Jersey Better Educational Savings Trust | 1,063 | $502.4K | 1.36% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 1,063 | $502.4K | 0.24% | +92+9.5% | Added |
| Lesa Sroufe & Co | 1,065 | $503.0K | 0.51% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 1,066 | $503.8K | 0.16% | +5+0.5% | Added |
| Black Diamond Financial, LLC | 1,069 | $505.4K | 0.17% | +40+3.9% | Added |
| Dimension Capital Management LLC | 1,070 | $505.7K | 0.12% | +32+3.1% | Added |
| Latitude Advisors, LLC | 1,071 | $506.0K | 0.37% | +125+13.2% | Added |
| Vista Wealth Management Group, LLC | 1,071 | $506.3K | 0.06% | +81+8.2% | Added |
| Northwest Wealth Management, LLC | 1,072 | $506.7K | 0.19% | +375+53.8% | Added |
| First Bank & Trust | 1,073 | $507.1K | 0.13% | −42−3.8% | Reduced |
| First Command Bank | 1,073 | $507.1K | 0.05% | −35−3.2% | Reduced |
| First Command Financial Services, Inc. | 1,073 | $507.1K | 0.05% | −35−3.2% | Reduced |
| Unionview, LLC | 1,075 | $508.0K | 0.48% | +15+1.4% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,076 | $508.3K | 0.08% | +13+1.2% | Added |
| Palisades Hudson Asset Management, L.P. | 1,078 | $510.0K | 0.27% | −13−1.2% | Reduced |
| Cypress Wealth Services, LLC | 1,082 | $511.3K | 0.15% | −13−1.2% | Reduced |
| Greenwood Gearhart Inc | 1,082 | $511.3K | 0.07% | −128−10.6% | Reduced |
| Iams Wealth Management, LLC | 1,089 | $511.8K | 0.43% | +505+86.5% | Added |
| Financial Consulate, Inc | 1,086 | $513.2K | 0.18% | −28−2.5% | Reduced |
| Pathway Financial Advisors LLC | 1,086 | $513.2K | 0.17% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 1,090 | $515.0K | 0.34% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 1,097 | $518.4K | 0.08% | +45+4.3% | Added |
| First American Trust, FSB | 1,100 | $520.0K | 0.08% | +30+2.8% | Added |
| EP Wealth Advisors, LLC | 953 | $520.0K | 0.01% | −46,443−98.0% | Reduced |
| Bank Ozk | 1,101 | $520.3K | 0.26% | −61−5.2% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 1,101 | $520.5K | 0.25% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 1,102 | $520.8K | 0.06% | +160+17.0% | Added |
| Coastal Bridge Advisors, LLC | 1,103 | $521.1K | 0.13% | +1+0.1% | Added |
| Oak Thistle LLC | 1,105 | $522.2K | 0.31% | +1,105 | New |
| Brave Warrior Advisors, LLC | 1,106 | $522.7K | 0.02% | −100−8.3% | Reduced |
| Horizon Wealth Management, LLC | 1,109 | $524.2K | 0.39% | −414−27.2% | Reduced |
| Birchcreek Wealth Management, LLC | 1,111 | $525.0K | 0.42% | +276+33.1% | Added |
| Verum Partners LLC | 1,112 | $525.5K | 0.56% | −14−1.2% | Reduced |
| Sandbox Financial Partners, LLC | 1,113 | $525.8K | 0.32% | +40+3.7% | Added |
| NFP Retirement, Inc. | 1,113 | $526.1K | 0.10% | +1+0.1% | Added |
| McGlone Suttner Wealth Management, Inc. | 1,113 | $526.9K | 0.14% | +46+4.3% | Added |
| Fortress Wealth Group, LLC | 1,115 | $527.1K | 0.38% | −128−10.3% | Reduced |
| Baker Boyer National Bank | 1,117 | $527.9K | 0.20% | 00.0% | Unchanged |
| Family Management Corp | 1,119 | $528.8K | 0.12% | −92−7.6% | Reduced |
| Tillman Hartley LLC | 1,119 | $528.8K | 0.22% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 1,121 | $529.8K | 0.69% | +21+1.9% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 1,122 | $530.0K | 0.04% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 1,123 | $530.7K | 0.27% | −1,039−48.1% | Reduced |
| RMR Wealth Builders | 1,124 | $531.0K | 0.10% | +481+74.8% | Added |
| Single Point Partners, LLC | 1,129 | $534.0K | 0.12% | +113+11.1% | Added |
| Windsor Group LTD | 1,040 | $536.0K | 0.10% | 00.0% | Unchanged |
| Hyperion Partners, LLC | 1,137 | $537.3K | 0.48% | +36+3.3% | Added |
| MSH Capital Advisors LLC | 1,140 | $538.8K | 0.23% | +1+0.1% | Added |
| Center for Financial Planning, Inc. | 1,141 | $539.2K | 0.12% | +57+5.3% | Added |
| Quantamental Technologies LLC | 1,142 | $539.7K | 0.29% | +1,142 | New |
| Alterity Financial Group, LLC | 1,147 | $541.9K | 0.79% | +30+2.7% | Added |
| Tectonic Advisors LLC | 1,148 | $542.5K | 0.07% | −41−3.4% | Reduced |
| Roman Butler Fullerton & Co | 1,103 | $542.8K | 0.27% | −2,468−69.1% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 1,153 | $544.9K | 0.27% | +148+14.7% | Added |
| Veracity Capital LLC | 1,159 | $547.7K | 0.25% | +11+1.0% | Added |
| Rappaport Reiches Capital Management, LLC | 1,163 | $549.6K | 0.24% | −1−0.1% | Reduced |
| Salomon & Ludwin, LLC | 1,164 | $550.1K | 0.07% | 00.0% | Unchanged |
| State of Wyoming | 1,165 | $550.6K | 0.18% | −960−45.2% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,165 | $550.6K | 0.11% | 00.0% | Unchanged |
| GenTrust, LLC | 1,165 | $550.6K | 0.04% | +555+91.0% | Added |
| Balboa Wealth Partners | 1,165 | $550.6K | 0.21% | −239−17.0% | Reduced |
| Kowal Investment Group, LLC | 1,165 | $550.7K | 0.16% | −70−5.7% | Reduced |
| Dentgroup LLC | 1,167 | $551.6K | 0.44% | −17−1.4% | Reduced |
| Modus Advisors, LLC | 1,170 | $552.9K | 0.25% | +32+2.8% | Added |
| Mendel Capital Management LLC | 1,172 | $553.8K | 0.50% | +229+24.3% | Added |
| Prosperity Consulting Group, LLC | 1,174 | $554.8K | 0.35% | −324−21.6% | Reduced |
| Renaissance Investment Group LLC | 1,175 | $555.3K | 0.16% | −466−28.4% | Reduced |
| Luts & Greenleigh Group, Inc | 1,175 | $555.3K | 0.70% | +72+6.5% | Added |
| Inspire Advisors, LLC | 1,185 | $560.2K | 0.13% | +64+5.7% | Added |
| Fernwood Investment Management, LLC | 1,186 | $560.5K | 0.22% | −60−4.8% | Reduced |
| Heck Capital Advisors, LLC | 1,187 | $561.0K | 0.11% | +44+3.8% | Added |
| Hoylecohen, LLC | 1,187 | $561.0K | 0.05% | +24+2.1% | Added |
| Bangor Savings Bank | 1,189 | $561.9K | 0.07% | +21+1.8% | Added |
| Dillon & Associates Inc | 1,188 | $562.0K | 0.11% | +16+1.4% | Added |
| Invst, LLC | 1,146 | $562.1K | 0.09% | +3+0.3% | Added |
| Altus Wealth Group LLC | 1,192 | $563.3K | 0.38% | −23−1.9% | Reduced |
| Sutton Wealth Advisors Inc. | 1,195 | $564.7K | 0.30% | −1,244−51.0% | Reduced |
| Penobscot Wealth Management | 1,198 | $566.0K | 0.44% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 1,198 | $566.2K | 0.28% | +4+0.3% | Added |
| Curbstone Financial Management Corp | 1,198 | $566.2K | 0.14% | +22+1.9% | Added |
| Intrepid Financial Planning Group LLC | 1,200 | $567.1K | 0.29% | 00.0% | Unchanged |
| EHP Funds Inc. | 1,200 | $567.1K | 0.12% | +300+33.3% | Added |
| Boulder Hill Capital Management LP | 1,200 | $567.1K | 0.46% | +1,200 | New |
| Washington Trust Co | 1,201 | $567.6K | 0.03% | +2+0.2% | Added |
| Deseret Mutual Benefit Administrators | 1,202 | $568.1K | 0.22% | −12−1.0% | Reduced |