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 |
|---|---|---|---|---|---|
| Empowered Funds, LLC | 13,558 | $6.41M | 0.38% | −2,013−12.9% | Reduced |
| Vanguard Capital Wealth Advisors | 13,548 | $6.40M | 6.38% | +29+0.2% | Added |
| Chicago Trust Co NA | 13,512 | $6.39M | 1.60% | +198+1.5% | Added |
| Mader & Shannon Wealth Management, Inc. | 13,473 | $6.37M | 4.20% | −1,594−10.6% | Reduced |
| Ulland Investment Advisors, LLC | 13,441 | $6.35M | 7.46% | −200−1.5% | Reduced |
| Asset Dedication, LLC | 13,580 | $6.35M | 0.59% | +253+1.9% | Added |
| Carderock Capital Management Inc | 13,389 | $6.33M | 2.21% | +3,312+32.9% | Added |
| Ninety One North America, Inc. | 13,354 | $6.31M | 0.29% | +3,684+38.1% | Added |
| Koshinski Asset Management, Inc. | 13,294 | $6.28M | 0.61% | +507+4.0% | Added |
| Gladstone Institutional Advisory LLC | 13,231 | $6.25M | 0.40% | −2,712−17.0% | Reduced |
| Montag A & Associates Inc | 13,217 | $6.25M | 0.41% | −1,402−9.6% | Reduced |
| Gifford Fong Associates | 13,206 | $6.24M | 1.64% | −8,794−40.0% | Reduced |
| Balentine LLC | 13,195 | $6.24M | 0.21% | −8,021−37.8% | Reduced |
| Connable Office Inc | 13,173 | $6.23M | 0.90% | +1,703+14.8% | Added |
| KMG Fiduciary Partners, LLC | 13,122 | $6.20M | 0.89% | −329−2.4% | Reduced |
| Icon Advisers Inc | 13,119 | $6.20M | 1.58% | 00.0% | Unchanged |
| Private Advisory Group LLC | 13,096 | $6.19M | 1.32% | −1,608−10.9% | Reduced |
| Change Path, LLC | 13,088 | $6.18M | 0.31% | −942−6.7% | Reduced |
| Marshall & Sullivan Inc | 13,053 | $6.17M | 3.74% | −464−3.4% | Reduced |
| Valeo Financial Advisors, LLC | 13,010 | $6.15M | 0.30% | +3,212+32.8% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 13,000 | $6.14M | 1.83% | 00.0% | Unchanged |
| Simmons Bank | 12,968 | $6.13M | 0.52% | +399+3.2% | Added |
| Sandy Spring Bank | 12,960 | $6.12M | 0.35% | −751−5.5% | Reduced |
| Waldron Private Wealth LLC | 12,951 | $6.12M | 0.30% | +321+2.5% | Added |
| Ballentine Partners, LLC | 12,938 | $6.11M | 0.15% | −2,320−15.2% | Reduced |
| Pitcairn Co | 12,934 | $6.11M | 0.56% | −69−0.5% | Reduced |
| Meeder Advisory Services, Inc. | 12,932 | $6.11M | 0.70% | −875−6.3% | Reduced |
| Fisher Asset Management, LLC | 12,928 | $6.11M | 0.00% | −3,278−20.2% | Reduced |
| Phoenix Holdings Ltd. | 12,842 | $6.08M | 0.14% | +6,553+104.2% | Added |
| Nelson Capital Management, LLC | 12,838 | $6.07M | 1.72% | −33−0.3% | Reduced |
| Sky Investment Group LLC | 12,821 | $6.06M | 1.38% | +2,112+19.7% | Added |
| Americana Partners, LLC | 12,811 | $6.05M | 0.95% | −640−4.8% | Reduced |
| Burns J W & Co Inc | 12,804 | $6.05M | 1.03% | +455+3.7% | Added |
| West Family Investments, Inc. | 12,797 | $6.05M | 2.40% | +221+1.8% | Added |
| Bogart Wealth, LLC | 12,734 | $6.02M | 0.40% | +1,354+11.9% | Added |
| Capital Planning Advisors, LLC | 12,686 | $6.00M | 1.27% | −180−1.4% | Reduced |
| Gotham Asset Management, LLC | 12,671 | $5.99M | 0.15% | +1,741+15.9% | Added |
| Charter Trust Co | 12,665 | $5.99M | 0.48% | −253−2.0% | Reduced |
| China Universal Asset Management Co., Ltd. | 12,661 | $5.98M | 2.03% | −1,400−10.0% | Reduced |
| Mirabella Financial Services LLP | 366,300 | $5.98M | 1.28% | +365,900+91,475.0% | Added |
| Ballast, Inc. | 12,557 | $5.93M | 2.43% | +156+1.3% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 12,554 | $5.93M | 2.04% | +1,064+9.3% | Added |
| Paradigm Financial Partners, LLC | 12,529 | $5.92M | 1.60% | +341+2.8% | Added |
| Lynch Asset Management, Inc. | 12,500 | $5.91M | 4.24% | +500+4.2% | Added |
| Lountzis Asset Management, LLC | 12,476 | $5.90M | 3.49% | +819+7.0% | Added |
| CMH Wealth Management LLC | 12,457 | $5.89M | 1.70% | +412+3.4% | Added |
| Univest Financial Corp | 12,438 | $5.88M | 1.83% | +1,456+13.3% | Added |
| Red Door Wealth Management, LLC | 12,403 | $5.86M | 1.84% | +250+2.1% | Added |
| West Coast Financial LLC | 12,399 | $5.86M | 0.90% | −271−2.1% | Reduced |
| Jasper Ridge Partners, L.P. | 12,375 | $5.85M | 0.28% | 00.0% | Unchanged |
| Fundamentun, LLC | 12,314 | $5.82M | 0.98% | +276+2.3% | Added |
| Arrow Financial Corp | 12,302 | $5.81M | 0.76% | +28+0.2% | Added |
| Fulton Bank, N.A. | 12,297 | $5.81M | 0.30% | +12+0.1% | Added |
| Bellecapital International Ltd. | 12,280 | $5.80M | 1.44% | +664+5.7% | Added |
| Running Oak Capital LLC | 12,278 | $5.80M | 1.65% | −366−2.9% | Reduced |
| JCIC Asset Management Inc. | 12,270 | $5.80M | 2.70% | +29+0.2% | Added |
| Davis-Rea Ltd. | 12,254 | $5.79M | 3.49% | +5,281+75.7% | Added |
| Globeflex Capital L P | 12,245 | $5.79M | 0.71% | −95−0.8% | Reduced |
| Integrated Advisors Network LLC | 12,232 | $5.78M | 0.35% | −1,781−12.7% | Reduced |
| Arjuna Capital | 12,228 | $5.78M | 2.27% | −4,048−24.9% | Reduced |
| Duncker Streett & Co Inc | 12,193 | $5.76M | 1.37% | +192+1.6% | Added |
| Lake Street Advisors Group, LLC | 12,157 | $5.75M | 0.36% | +227+1.9% | Added |
| CTC LLC | 12,192 | $5.73M | 0.18% | +12,192 | New |
| Savant Capital, LLC | 12,125 | $5.73M | 0.11% | +1,501+14.1% | Added |
| Graham Capital Management, L.P. | 12,119 | $5.73M | 0.20% | +12,119 | New |
| Kidder Stephen W | 12,087 | $5.71M | 1.99% | +445+3.8% | Added |
| Kinneret Advisory, LLC | 12,058 | $5.70M | 0.74% | −648−5.1% | Reduced |
| Kames Capital plc | 12,045 | $5.69M | 0.10% | 00.0% | Unchanged |
| Value Partners Investments Inc. | 12,029 | $5.68M | 0.47% | −1,460−10.8% | Reduced |
| Acropolis Investment Management, LLC | 11,968 | $5.66M | 0.46% | +1,121+10.3% | Added |
| Culbertson A N & Co Inc | 11,959 | $5.65M | 1.15% | −130−1.1% | Reduced |
| Horizon Investment Services, LLC | 11,838 | $5.59M | 3.59% | −597−4.8% | Reduced |
| Naples Global Advisors, LLC | 11,827 | $5.59M | 0.70% | +315+2.7% | Added |
| HGK Asset Management Inc | 11,826 | $5.59M | 1.74% | +2,913+32.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 11,793 | $5.57M | 0.26% | +367+3.2% | Added |
| We Are One Seven, LLC | 11,772 | $5.56M | 0.35% | +4,793+68.7% | Added |
| Adviser Investments LLC | 11,734 | $5.55M | 0.13% | +563+5.0% | Added |
| Bristlecone Advisors, LLC | 11,686 | $5.52M | 0.61% | +42+0.4% | Added |
| Pegasus Partners Ltd. | 11,642 | $5.50M | 0.87% | −304−2.5% | Reduced |
| Solidarilty Wealth, LLC | 11,632 | $5.50M | 2.50% | +11,632 | New |
| Puzo Michael J | 11,616 | $5.49M | 1.83% | +232+2.0% | Added |
| RBA Wealth Management, LLC | 11,610 | $5.49M | 2.73% | +258+2.3% | Added |
| IMC-Chicago, LLC | 11,587 | $5.48M | 0.93% | +11,587 | New |
| Baker Tilly Wealth Management, LLC | 11,577 | $5.47M | 0.62% | +15+0.1% | Added |
| Barbara Oil Co. | 11,500 | $5.43M | 2.60% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 11,465 | $5.42M | 0.09% | −3,775−24.8% | Reduced |
| Pinnacle Holdings, LLC | 11,454 | $5.41M | 2.51% | −17−0.1% | Reduced |
| Bulltick Wealth Management, LLC | 11,428 | $5.40M | 1.42% | +6,587+136.1% | Added |
| Northeast Investment Management | 11,423 | $5.40M | 0.33% | −165−1.4% | Reduced |
| Clearstead Advisors, LLC | 11,378 | $5.38M | 0.39% | +1,022+9.9% | Added |
| Cigna Investments Inc | 11,376 | $5.38M | 1.08% | −223−1.9% | Reduced |
| SlateStone Wealth, LLC | 11,357 | $5.37M | 1.11% | −54−0.5% | Reduced |
| Fund Management at Engine No. 1 LLC | 11,332 | $5.36M | 1.08% | +1,046+10.2% | Added |
| Private Trust Co NA | 11,273 | $5.33M | 0.73% | −432−3.7% | Reduced |
| Thematics Asset Management | 11,257 | $5.32M | 0.29% | +1,227+12.2% | Added |
| GPM Growth Investors, Inc. | 11,208 | $5.30M | 3.07% | +16+0.1% | Added |
| Ocean Capital Management, LLC | 11,156 | $5.27M | 2.66% | +177+1.6% | Added |
| Reliant Investment Management, LLC | 11,146 | $5.27M | 3.33% | −1,753−13.6% | Reduced |
| PFG Advisors | 11,136 | $5.26M | 0.44% | +1,060+10.5% | Added |
| Quadrant Capital Group LLC | 11,127 | $5.26M | 0.55% | +477+4.5% | Added |