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 | 3,054 | $202.4B |
| Q4 2025 | 3,311 | $248.2B |
| Q3 2025 | 3,168 | $253.5B |
| Q2 2025 | 3,185 | $241.1B |
| Q1 2025 | 3,613 | $424.3B |
| Q4 2024 | 3,684 | $409.5B |
| Q3 2024 | 3,476 | $474.6B |
| Q2 2024 | 3,406 | $411.9B |
| Q1 2024 | 3,384 | $398.9B |
| Q4 2023 | 3,421 | $428.0B |
| Q3 2023 | 3,144 | $407.5B |
| Q2 2023 | 3,136 | $388.4B |
| Q1 2023 | 3,114 | $383.6B |
| Q4 2022 | 3,159 | $434.2B |
| Q3 2022 | 2,998 | $413.5B |
| Q2 2022 | 2,964 | $422.0B |
| Q1 2022 | 2,965 | $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 |
|---|---|---|---|---|---|
| Executive Wealth Management, LLC | 16,727 | $7.91M | 0.88% | +1,976+13.4% | Added |
| Brookstone Capital Management | 15,486 | $7.83M | 0.15% | +1,935+14.3% | Added |
| Stokes Capital Advisors, LLC | 16,531 | $7.81M | 2.65% | +1,253+8.2% | Added |
| Silvercrest Asset Management Group LLC | 16,495 | $7.80M | 0.06% | −182−1.1% | Reduced |
| Winmill & Co. Inc | 16,475 | $7.79M | 2.90% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 16,387 | $7.74M | 0.08% | −989−5.7% | Reduced |
| Conning Inc. | 16,378 | $7.74M | 0.26% | −689−4.0% | Reduced |
| Fulcrum Capital LLC | 16,378 | $7.74M | 2.08% | +2,314+16.5% | Added |
| Ledyard National Bank | 16,311 | $7.71M | 0.89% | −484−2.9% | Reduced |
| Icon Wealth Partners, LLC | 16,235 | $7.67M | 0.84% | +16,235 | New |
| Tower Bridge Advisors | 16,224 | $7.67M | 0.63% | −63−0.4% | Reduced |
| Cyrus J. Lawrence, LLC | 16,194 | $7.65M | 2.23% | −143−0.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 16,124 | $7.62M | 0.13% | −211−1.3% | Reduced |
| Meritage Portfolio Management | 16,124 | $7.62M | 0.57% | −40.0% | Reduced |
| Oxbow Advisors, LLC | 16,120 | $7.62M | 1.36% | −13,342−45.3% | Reduced |
| GHP Investment Advisors, Inc. | 16,071 | $7.59M | 0.48% | +62+0.4% | Added |
| Evergreen Capital Management LLC | 15,993 | $7.56M | 0.34% | −1,735−9.8% | Reduced |
| Cyndeo Wealth Partners, LLC | 15,960 | $7.54M | 0.81% | −6,399−28.6% | Reduced |
| Ascent Wealth Partners, LLC | 15,921 | $7.52M | 1.51% | +259+1.7% | Added |
| Blue Edge Capital, LLC | 15,903 | $7.52M | 1.62% | −9−0.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 15,894 | $7.51M | 0.78% | +319+2.0% | Added |
| Pallas Capital Advisors LLC | 15,345 | $7.50M | 0.70% | +1,028+7.2% | Added |
| First Interstate Bank | 15,865 | $7.50M | 0.57% | −310−1.9% | Reduced |
| Empire Life Investments Inc. | 15,858 | $7.49M | 0.53% | −203−1.3% | Reduced |
| Mutual Advisors, LLC | 15,796 | $7.46M | 0.31% | +854+5.7% | Added |
| Toroso Investments, LLC | 15,747 | $7.44M | 0.24% | +1,197+8.2% | Added |
| Sigma Investment Counselors Inc | 15,721 | $7.43M | 0.58% | +148+1.0% | Added |
| Busey Wealth Management | 15,711 | $7.42M | 0.31% | +452+3.0% | Added |
| PKO Investment Management Joint-Stock Co | 15,689 | $7.41M | 0.98% | +4,000+34.2% | Added |
| Argonautica Private Wealth Management, Inc | 15,663 | $7.40M | 3.73% | −905−5.5% | Reduced |
| Stratos Wealth Partners, LTD. | 15,600 | $7.37M | 0.20% | −3,935−20.1% | Reduced |
| Broderick Brian C | 15,591 | $7.37M | 2.07% | +781+5.3% | Added |
| Harbour Capital Advisors, LLC | 15,534 | $7.35M | 2.22% | +283+1.9% | Added |
| Andra AP-fonden | 15,500 | $7.33M | 0.19% | −900−5.5% | Reduced |
| HBK Sorce Advisory LLC | 15,416 | $7.29M | 0.33% | −13,434−46.6% | Reduced |
| D L Carlson Investment Group Inc | 15,387 | $7.27M | 1.65% | −9,603−38.4% | Reduced |
| Mattern Capital Management, LLC | 15,369 | $7.26M | 1.28% | +562+3.8% | Added |
| S&T Bank | 15,333 | $7.25M | 1.34% | −141−0.9% | Reduced |
| RNC Capital Management LLC | 15,315 | $7.24M | 0.41% | −675−4.2% | Reduced |
| Belpointe Asset Management LLC | 15,292 | $7.23M | 0.39% | +1,964+14.7% | Added |
| Lester Murray Antman dba SimplyRich | 15,292 | $7.23M | 2.72% | −16−0.1% | Reduced |
| Weatherly Asset Management L. P. | 15,274 | $7.22M | 0.94% | −714−4.5% | Reduced |
| Tradition Wealth Management, LLC | 15,249 | $7.21M | 0.90% | +2,789+22.4% | Added |
| Donaldson Capital Management, LLC | 15,246 | $7.20M | 0.34% | −2,646−14.8% | Reduced |
| Capital Investment Advisors, LLC | 15,230 | $7.20M | 0.21% | −126−0.8% | Reduced |
| Rothschild Capital Partners, LLC | 15,179 | $7.17M | 2.94% | +13+0.1% | Added |
| Thompson Investment Management, Inc. | 15,158 | $7.16M | 1.21% | +2,519+19.9% | Added |
| Jump Financial, LLC | 15,132 | $7.15M | 0.29% | +3,184+26.6% | Added |
| Global Retirement Partners, LLC | 14,553 | $7.12M | 0.38% | +1,087+8.1% | Added |
| Anchor Investment Management, LLC | 15,056 | $7.12M | 0.97% | +406+2.8% | Added |
| McKinley Carter Wealth Services, Inc. | 14,977 | $7.08M | 0.55% | −1,639−9.9% | Reduced |
| Moneta Group Investment Advisors LLC | 14,837 | $7.01M | 0.17% | +1,397+10.4% | Added |
| BTC Capital Management, Inc. | 14,828 | $7.00M | 0.81% | +365+2.5% | Added |
| High Note Wealth, LLC | 14,800 | $6.99M | 2.88% | +10.0% | Added |
| Asset Planning Services Inc | 14,800 | $6.99M | 4.43% | −1,175−7.4% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 14,792 | $6.99M | 2.54% | +308+2.1% | Added |
| AMG National Trust Bank | 14,783 | $6.99M | 0.24% | +360+2.5% | Added |
| Legacy Advisors, LLC | 14,774 | $6.98M | 1.29% | +2,172+17.2% | Added |
| Cozad Asset Management Inc | 14,683 | $6.94M | 0.92% | +162+1.1% | Added |
| Broadleaf Partners, LLC | 14,664 | $6.93M | 2.47% | +254+1.8% | Added |
| Blue Fin Capital, Inc. | 14,211 | $6.92M | 2.24% | +355+2.6% | Added |
| Schechter Investment Advisors, LLC | 14,643 | $6.92M | 0.64% | −1,367−8.5% | Reduced |
| Accredited Investors Inc. | 14,641 | $6.92M | 0.53% | +122+0.8% | Added |
| Liberty Capital Management, Inc. | 14,604 | $6.90M | 2.27% | −18−0.1% | Reduced |
| Saranac Partners Ltd | 14,578 | $6.89M | 4.06% | +10,492+256.8% | Added |
| Twin Tree Management, LP | 14,539 | $6.87M | 0.19% | +10,290+242.2% | Added |
| Monetary Management Group Inc | 14,518 | $6.86M | 2.02% | +20+0.1% | Added |
| Essex Financial Services, Inc. | 14,476 | $6.84M | 0.72% | −1,497−9.4% | Reduced |
| Symmetry Partners, LLC | 14,461 | $6.83M | 0.38% | +104+0.7% | Added |
| Dividend Assets Capital, LLC | 12,872 | $6.83M | 1.45% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 14,431 | $6.82M | 0.94% | +2,261+18.6% | Added |
| Eagle Capital Management, LLC | 14,408 | $6.81M | 4.45% | −445−3.0% | Reduced |
| Checchi Capital Advisers, LLC | 14,332 | $6.77M | 0.65% | −35−0.2% | Reduced |
| Lincoln National Corp | 14,307 | $6.76M | 0.14% | +756+5.6% | Added |
| Cape Cod Five Cents Savings Bank | 14,302 | $6.76M | 0.74% | −10.0% | Reduced |
| Dynamic Advisor Solutions LLC | 14,271 | $6.74M | 0.39% | +1,669+13.2% | Added |
| Alapocas Investment Partners, Inc. | 14,259 | $6.74M | 5.58% | −413−2.8% | Reduced |
| Cubic Asset Management, LLC | 14,189 | $6.71M | 1.88% | −465−3.2% | Reduced |
| Verdence Capital Advisors LLC | 14,181 | $6.70M | 0.81% | +3,116+28.2% | Added |
| Brighton Jones LLC | 14,181 | $6.70M | 0.38% | +2,354+19.9% | Added |
| Buckhead Capital Management LLC | 14,118 | $6.67M | 1.57% | +3,535+33.4% | Added |
| Armstrong Shaw Associates Inc | 14,072 | $6.65M | 6.53% | −318−2.2% | Reduced |
| SOL Capital Management CO | 14,013 | $6.62M | 1.09% | +170+1.2% | Added |
| Perkins Coie Trust Co | 13,999 | $6.62M | 1.98% | +228+1.7% | Added |
| CAPROCK Group, Inc. | 13,985 | $6.61M | 0.51% | +1,026+7.9% | Added |
| Lindbrook Capital, LLC | 13,979 | $6.61M | 0.77% | +666+5.0% | Added |
| Arden Trust Co | 13,974 | $6.60M | 1.19% | −1,894−11.9% | Reduced |
| Marietta Wealth Management, LLC | 13,906 | $6.57M | 1.40% | +1,437+11.5% | Added |
| Te Ahumairangi Investment Management Ltd | 13,851 | $6.55M | 0.94% | +5,611+68.1% | Added |
| Madison Wealth Management | 13,819 | $6.53M | 1.41% | −123−0.9% | Reduced |
| Asio Capital, LLC | 13,803 | $6.52M | 1.69% | +15+0.1% | Added |
| Equitable Holdings, Inc. | 13,788 | $6.52M | 0.10% | +2,137+18.3% | Added |
| Ibex Wealth Advisors | 13,766 | $6.51M | 1.69% | −4,337−24.0% | Reduced |
| Jefferies Financial Group Inc. | 13,748 | $6.50M | 0.14% | −15,229−52.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 13,748 | $6.50M | 0.40% | −3,018−18.0% | Reduced |
| Atlantic Trust, LLC | 13,742 | $6.49M | 2.07% | −1,305−8.7% | Reduced |
| Colonial Trust Co | 13,730 | $6.49M | 1.65% | −151−1.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 13,686 | $6.47M | 0.27% | +11,822+634.2% | Added |
| Sequoia Financial Advisors, LLC | 13,671 | $6.46M | 0.14% | +349+2.6% | Added |
| Spinnaker Trust | 13,603 | $6.43M | 0.49% | −1,011−6.9% | Reduced |