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
- 3,114
- +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
- 1,242 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 |
|---|---|---|---|---|---|
| Harbor Capital Advisors, Inc. | 1,205 | $569.5K | 0.16% | −59−4.7% | Reduced |
| Gilman Hill Asset Management, LLC | 1,206 | $569.9K | 0.12% | −61−4.8% | Reduced |
| Summit Global Investments | 1,207 | $570.0K | 0.04% | +322+36.4% | Added |
| Peoples Bank | 1,208 | $570.9K | 0.36% | −128−9.6% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 1,228 | $572.0K | 0.24% | −1,380−52.9% | Reduced |
| Baxter Bros Inc | 1,224 | $578.5K | 0.09% | −110−8.2% | Reduced |
| Armbruster Capital Management, Inc. | 1,225 | $578.9K | 0.15% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 1,225 | $579.0K | 0.01% | +410+50.3% | Added |
| Brown, Lisle/Cummings, Inc. | 1,226 | $579.4K | 0.29% | +30+2.5% | Added |
| Hoxton Planning & Management, LLC | 1,231 | $581.8K | 0.32% | −225−15.5% | Reduced |
| PrairieView Partners, LLC | 1,232 | $582.0K | 0.08% | −116−8.6% | Reduced |
| Lumature Wealth Partners, LLC | 1,233 | $582.9K | 0.33% | +443+56.1% | Added |
| Bordeaux Wealth Advisors LLC | 1,240 | $586.0K | 0.30% | +80+6.9% | Added |
| Good Life Advisors, LLC | 1,241 | $586.9K | 0.07% | +30+2.5% | Added |
| Hemington Wealth Management | 1,250 | $590.0K | 0.24% | −19−1.5% | Reduced |
| Clifford Group, LLC | 1,251 | $591.2K | 0.72% | +15+1.2% | Added |
| Guyasuta Investment Advisors Inc | 1,255 | $593.1K | 0.05% | −14−1.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,260 | $595.5K | 0.43% | +110+9.6% | Added |
| Seven Springs Wealth Group, LLC | 1,261 | $595.9K | 0.29% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,263 | $596.9K | 0.17% | −86−6.4% | Reduced |
| Midwest Financial Group LLC | 1,265 | $598.0K | 0.55% | +1,265 | New |
| DDFG, Inc | 1,267 | $598.9K | 0.23% | −8−0.6% | Reduced |
| Intercontinental Wealth Advisors, LLC | 1,270 | $600.2K | 0.15% | +30+2.4% | Added |
| Congress Park Capital LLC | 1,270 | $600.2K | 0.36% | +795+167.4% | Added |
| Ninepoint Partners LP | 1,271 | $600.7K | 0.08% | +408+47.3% | Added |
| Y.D. More Investments Ltd | 1,273 | $601.5K | 0.15% | +125+10.9% | Added |
| W.H. Cornerstone Investments Inc. | 1,276 | $603.0K | 0.55% | −1,940−60.3% | Reduced |
| Marquette Asset Management, LLC | 1,278 | $604.0K | 0.16% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 1,280 | $604.9K | 0.05% | +410+47.1% | Added |
| Altman Advisors, Inc. | 2,607 | $606.7K | 0.56% | −3,547−57.6% | Reduced |
| Aire Advisors, LLC | 1,282 | $607.0K | 0.17% | −31−2.4% | Reduced |
| First City Capital Management, Inc. | 1,241 | $610.7K | 0.36% | 00.0% | Unchanged |
| Howland Capital Management LLC | 1,294 | $611.5K | 0.04% | +8+0.6% | Added |
| Imprint Wealth LLC | 1,256 | $613.5K | 0.40% | +1,256 | New |
| Signature Estate & Investment Advisors LLC | 1,302 | $615.0K | 0.02% | −54−4.0% | Reduced |
| Financial Management Professionals, Inc. | 1,301 | $615.0K | 0.12% | +47+3.7% | Added |
| Wealth Enhancement & Preservation of GA, LLC | 1,304 | $616.2K | 0.74% | +163+14.3% | Added |
| Visionary Wealth Advisors | 1,307 | $617.6K | 0.05% | −83−6.0% | Reduced |
| EdgeRock Capital LLC | 1,308 | $618.0K | 0.32% | +91+7.5% | Added |
| First International Bank & Trust | 1,310 | $619.1K | 0.21% | +47+3.7% | Added |
| Holistic Financial Partners | 1,310 | $619.1K | 0.48% | +132+11.2% | Added |
| AllSquare Wealth Management LLC | 1,311 | $619.6K | 0.40% | +93+7.6% | Added |
| Column Capital Advisors, LLC | 1,316 | $622.2K | 0.09% | +403+44.1% | Added |
| VeraBank, N.A. | 1,317 | $622.4K | 0.29% | −231−14.9% | Reduced |
| Carroll Investors, Inc | 1,322 | $622.7K | 0.51% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 1,326 | $626.7K | 0.14% | +47+3.7% | Added |
| Valley National Advisers Inc | 1,297 | $634.0K | 0.11% | −247−16.0% | Reduced |
| BCK Partners, Inc. | 1,342 | $634.2K | 0.41% | 00.0% | Unchanged |
| Brown Capital Management LLC | 1,344 | $635.2K | 0.01% | −12−0.9% | Reduced |
| Parkside Investments, LLC | 1,346 | $636.0K | 0.12% | +1+0.1% | Added |
| Baystate Wealth Management LLC | 1,349 | $637.6K | 0.06% | +57+4.4% | Added |
| GFG Capital, LLC | 1,172 | $639.2K | 0.14% | −34−2.8% | Reduced |
| New Republic Capital, LLC | 1,354 | $640.1K | 0.48% | −84−5.8% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 1,358 | $641.8K | 0.34% | +41+3.1% | Added |
| SG Americas Securities, LLC | 1,358 | $642.0K | 0.01% | +261+23.8% | Added |
| Perritt Capital Management Inc | 1,362 | $643.4K | 0.36% | 00.0% | Unchanged |
| Source Financial Advisors LLC | 1,364 | $644.4K | 0.22% | −284−17.2% | Reduced |
| Clear Creek Financial Management, LLC | 1,365 | $645.1K | 0.12% | +37+2.8% | Added |
| Farmers National Bank | 1,372 | $648.4K | 0.23% | +12+0.9% | Added |
| Verity & Verity, LLC | 1,373 | $648.9K | 0.08% | −562−29.0% | Reduced |
| White Pine Capital LLC | 1,373 | $648.9K | 0.25% | +20+1.5% | Added |
| Seelaus Asset Management LLC | 1,287 | $649.0K | 0.49% | −669−34.2% | Reduced |
| ZWJ Investment Counsel Inc | 1,374 | $649.3K | 0.04% | +133+10.7% | Added |
| Cutter & CO Brokerage, Inc. | 1,376 | $650.3K | 0.20% | +553+67.2% | Added |
| Kenfarb & Co. | 1,382 | $653.1K | 0.58% | −75−5.1% | Reduced |
| Thomasville National Bank | 1,382 | $653.1K | 0.07% | +36+2.7% | Added |
| Semus Wealth Partners LLC | 1,385 | $654.7K | 0.70% | +3+0.2% | Added |
| TriaGen Wealth Management LLC | 1,388 | $656.0K | 0.33% | −45−3.1% | Reduced |
| Navellier & Associates Inc | 1,388 | $656.0K | 0.14% | +4+0.3% | Added |
| First National Bank of South Miami | 1,394 | $658.8K | 0.52% | −60−4.1% | Reduced |
| Sage Rhino Capital LLC | 1,399 | $661.2K | 0.19% | +27+2.0% | Added |
| Principal Street Partners, LLC | 1,399 | $661.3K | 0.17% | −342−19.6% | Reduced |
| RiverGlades Family Offices LLC | 1,400 | $661.6K | 0.61% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 1,400 | $662.0K | 0.39% | +500+55.6% | Added |
| Zimmermann Investment Management & Planning LLC | 1,401 | $662.2K | 0.35% | +21+1.5% | Added |
| Baron Wealth Management LLC | 1,403 | $663.0K | 0.47% | +18+1.3% | Added |
| Cedrus LLC | 1,404 | $663.5K | 0.47% | −88−5.9% | Reduced |
| Castle Wealth Management LLC | 1,406 | $664.5K | 0.51% | +288+25.8% | Added |
| Investors Asset Management of Georgia Inc | 1,411 | $666.6K | 0.36% | −4−0.3% | Reduced |
| Compton Capital Management Inc | 1,415 | $668.7K | 1.44% | −2,985−67.8% | Reduced |
| Integrated Investment Consultants, LLC | 1,415 | $668.8K | 0.21% | −35−2.4% | Reduced |
| Summit Place Financial Advisors, LLC | 1,417 | $669.7K | 0.48% | −28−1.9% | Reduced |
| Stonebridge Financial Planning Group, LLC | 1,420 | $671.0K | 0.43% | +299+26.7% | Added |
| Successful Portfolios LLC | 1,420 | $671.4K | 0.42% | −56−3.8% | Reduced |
| Johnson & White Wealth Management, LLC | 1,428 | $675.0K | 0.60% | +1,428 | New |
| Kanawha Capital Management LLC | 1,430 | $675.8K | 0.06% | −29−2.0% | Reduced |
| Tompkins Financial Corp | 1,437 | $679.1K | 0.11% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 1,439 | $680.0K | 0.13% | +109+8.2% | Added |
| Beck Capital Management, LLC | 1,447 | $683.9K | 0.29% | −1,877−56.5% | Reduced |
| Fairfield Financial Advisors, LTD | 1,456 | $684.5K | 0.30% | +1,064+271.4% | Added |
| Strategy Asset Managers LLC | 1,452 | $686.2K | 0.17% | −394−21.3% | Reduced |
| Rock Creek Group, LP | 1,454 | $687.1K | 0.09% | −77−5.0% | Reduced |
| First Affirmative Financial Network | 1,466 | $692.6K | 0.80% | −18−1.2% | Reduced |
| Formidable Asset Management, LLC | 1,445 | $694.0K | 0.15% | +100+7.4% | Added |
| Sunflower Bank, N.A. | 1,470 | $694.7K | 0.16% | −67−4.4% | Reduced |
| Miramar Capital, LLC | 1,475 | $697.2K | 0.18% | −65−4.2% | Reduced |
| Aspire Private Capital, LLC | 1,476 | $697.5K | 0.23% | +8+0.5% | Added |
| Hallmark Capital Management Inc | 1,478 | $698.5K | 0.06% | −192−11.5% | Reduced |
| SRN Advisors, LLC | 1,491 | $700.9K | 0.64% | −30−2.0% | Reduced |
| Arcus Capital Partners, LLC | 1,489 | $703.8K | 0.24% | +3+0.2% | Added |