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 |
|---|---|---|---|---|---|
| Canal Capital Management, LLC | 11,127 | $5.26M | 1.16% | +906+8.9% | Added |
| Community Bank & Trust, Waco, Texas | 11,103 | $5.25M | 1.67% | −776−6.5% | Reduced |
| Shufro Rose & Co LLC | 11,098 | $5.24M | 0.49% | −24,921−69.2% | Reduced |
| GM Advisory Group, Inc. | 11,080 | $5.24M | 0.48% | +1,306+13.4% | Added |
| Leonteq Securities AG | 11,075 | $5.23M | 0.48% | +7,131+180.8% | Added |
| AIA Group Ltd | 11,064 | $5.23M | 0.28% | −1,439−11.5% | Reduced |
| Integrated Wealth Concepts LLC | 11,032 | $5.21M | 0.11% | −1,866−14.5% | Reduced |
| Alcosta Capital Management, Inc. | 11,008 | $5.20M | 4.98% | −3,376−23.5% | Reduced |
| Plancorp, LLC | 11,004 | $5.20M | 0.29% | −29−0.3% | Reduced |
| Olstein Capital Management, L.P. | 11,000 | $5.20M | 0.81% | +3,250+41.9% | Added |
| Stiles Financial Services Inc | 10,987 | $5.19M | 2.79% | +120+1.1% | Added |
| Trust Asset Management LLC | 10,941 | $5.17M | 0.58% | +337+3.2% | Added |
| Prosight Management, LP | 10,935 | $5.17M | 2.48% | +5,935+118.7% | Added |
| Constitution Capital LLC | 10,911 | $5.16M | 3.13% | +139+1.3% | Added |
| Centre Asset Management, LLC | 10,893 | $5.15M | 1.24% | +172+1.6% | Added |
| Capital Analysts, LLC | 10,875 | $5.14M | 0.29% | +181+1.7% | Added |
| Ameritas Advisory Services, LLC | 10,713 | $5.13M | 0.26% | −4,458−29.4% | Reduced |
| NBT Bank N A | 10,804 | $5.11M | 0.75% | −637−5.6% | Reduced |
| JB Capital LLC | 10,798 | $5.10M | 0.47% | +539+5.3% | Added |
| Keeler Thomas Management LLC | 10,756 | $5.08M | 2.39% | −3,749−25.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 10,722 | $5.07M | 0.84% | +545+5.4% | Added |
| Great Lakes Retirement, Inc. | 10,712 | $5.06M | 0.95% | +311+3.0% | Added |
| Wade G W & Inc | 10,696 | $5.05M | 0.19% | +311+3.0% | Added |
| Engineers Gate Manager LP | 10,618 | $5.02M | 0.21% | +8,872+508.1% | Added |
| Meridian Wealth Advisors, LLC | 10,592 | $5.01M | 1.25% | +248+2.4% | Added |
| Clarius Group, LLC | 10,563 | $4.99M | 0.42% | −1,051−9.0% | Reduced |
| Whalerock Point Partners, LLC | 10,534 | $4.98M | 1.85% | +630+6.4% | Added |
| Lindenwold Advisors | 10,526 | $4.97M | 3.08% | +435+4.3% | Added |
| BOK Financial Private Wealth, Inc. | 10,521 | $4.97M | 0.40% | −876−7.7% | Reduced |
| Rice Partnership, LLC | 10,511 | $4.97M | 1.49% | +286+2.8% | Added |
| NBW Capital LLC | 10,508 | $4.97M | 1.21% | −235−2.2% | Reduced |
| Nikulski Financial, Inc. | 10,498 | $4.96M | 2.19% | +65+0.6% | Added |
| Unison Asset Management LLC | 10,474 | $4.95M | 3.75% | +972+10.2% | Added |
| Souders Financial Advisors | 10,452 | $4.94M | 1.05% | +52+0.5% | Added |
| Weik Capital Management | 10,451 | $4.94M | 2.26% | +1,389+15.3% | Added |
| Proequities, Inc. | 10,410 | $4.92M | 0.38% | +460+4.6% | Added |
| Bank of New Hampshire | 10,331 | $4.88M | 1.47% | −173−1.6% | Reduced |
| Duality Advisers, LP | 10,307 | $4.87M | 0.55% | +2,190+27.0% | Added |
| Trium Capital LLP | 10,276 | $4.86M | 2.05% | +289+2.9% | Added |
| Intrust Bank NA | 10,265 | $4.85M | 0.62% | −112−1.1% | Reduced |
| Tower View Investment Management & Research LLC | 10,249 | $4.84M | 3.26% | −50.0% | Reduced |
| Thoroughbred Financial Services, LLC | 10,242 | $4.84M | 0.72% | −3,660−26.3% | Reduced |
| Redwood Investments, LLC | 10,238 | $4.84M | 0.62% | −3,617−26.1% | Reduced |
| Duff & Phelps Investment Management Co | 10,234 | $4.84M | 0.06% | +100+1.0% | Added |
| Eclectic Associates Inc | 10,184 | $4.81M | 2.47% | +29+0.3% | Added |
| Goodwin Daniel L | 10,180 | $4.81M | 2.43% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 10,109 | $4.78M | 0.89% | +11+0.1% | Added |
| Csenge Advisory Group | 10,095 | $4.77M | 0.34% | +266+2.7% | Added |
| Bond & Devick Financial Network, Inc. | 10,084 | $4.77M | 3.04% | +200+2.0% | Added |
| Gateway Advisory, LLC | 10,077 | $4.76M | 1.06% | +259+2.6% | Added |
| Chatham Capital Group, Inc. | 10,061 | $4.75M | 1.06% | +80+0.8% | Added |
| Western Wealth Management, LLC | 10,058 | $4.75M | 0.44% | −169−1.7% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 10,041 | $4.75M | 1.44% | +596+6.3% | Added |
| Lavaca Capital LLC | 9,925 | $4.70M | 1.10% | +1,499+17.8% | Added |
| Fortis Group Advisors, LLC | 9,491 | $4.67M | 1.41% | +9,491 | New |
| Heirloom Wealth Management | 9,868 | $4.66M | 2.23% | +9,868 | New |
| Mirador Capital Partners LP | 9,866 | $4.66M | 1.10% | −912−8.5% | Reduced |
| Laidlaw Wealth Management LLC | 9,842 | $4.65M | 0.95% | +10+0.1% | Added |
| J. W. Coons Advisors, LLC | 9,836 | $4.65M | 1.33% | −152−1.5% | Reduced |
| Pavadi Capital LLC | 9,775 | $4.62M | 5.04% | +766+8.5% | Added |
| Institutional & Family Asset Management, LLC | 9,759 | $4.61M | 0.76% | +165+1.7% | Added |
| Northeast Financial Consultants Inc | 9,753 | $4.61M | 0.29% | −761−7.2% | Reduced |
| Glen Eagle Advisors, LLC | 9,713 | $4.59M | 1.15% | +314+3.3% | Added |
| Berkshire Asset Management LLC | 9,699 | $4.58M | 0.28% | +9,699 | New |
| Holderness Investments Co | 9,672 | $4.57M | 1.83% | +114+1.2% | Added |
| Keebeck Wealth Management, LLC | 9,666 | $4.57M | 0.74% | +489+5.3% | Added |
| Citizens Business Bank | 9,656 | $4.56M | 1.05% | −533−5.2% | Reduced |
| De Burlo Group Inc | 9,655 | $4.56M | 0.89% | −32,775−77.2% | Reduced |
| Alley Investment Management Company, LLC | 9,645 | $4.56M | 0.76% | +147+1.5% | Added |
| LexAurum Advisors, LLC | 9,610 | $4.54M | 1.51% | −15−0.2% | Reduced |
| HBW Advisory Services LLC | 9,601 | $4.54M | 1.13% | −142−1.5% | Reduced |
| Buck Wealth Strategies, LLC | 9,586 | $4.53M | 2.21% | +9,586 | New |
| Bray Capital Advisors | 9,581 | $4.53M | 1.32% | −369−3.7% | Reduced |
| Timber Creek Capital Management LLC | 9,579 | $4.53M | 1.62% | −74−0.8% | Reduced |
| Martin Capital Partners, LLC | 9,578 | $4.53M | 1.88% | +378+4.1% | Added |
| Investment House LLC | 9,540 | $4.51M | 0.37% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 9,524 | $4.50M | 0.47% | −1,779−15.7% | Reduced |
| GDS Wealth Management | 9,502 | $4.49M | 0.79% | +894+10.4% | Added |
| Tranquility Partners, LLC | 9,499 | $4.49M | 2.14% | +54+0.6% | Added |
| Oversea-Chinese Banking CORP Ltd | 9,497 | $4.49M | 0.23% | +1,826+23.8% | Added |
| PACK Private Wealth, LLC | 9,492 | $4.49M | 3.56% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 9,481 | $4.48M | 0.20% | −264−2.7% | Reduced |
| K.J. Harrison & Partners Inc | 9,435 | $4.46M | 0.90% | +3,018+47.0% | Added |
| Deltec Asset Management LLC | 9,400 | $4.44M | 1.10% | +5,000+113.6% | Added |
| Pine Valley Investments Ltd Liability Co | 9,271 | $4.43M | 0.68% | +9,271 | New |
| Riggs Asset Managment Co. Inc. | 9,350 | $4.42M | 1.72% | −270−2.8% | Reduced |
| Ritholtz Wealth Management | 9,318 | $4.40M | 0.22% | −7,724−45.3% | Reduced |
| Wealth Advisory Solutions, LLC | 9,300 | $4.39M | 1.17% | −767−7.6% | Reduced |
| Trinity Legacy Partners, LLC | 9,295 | $4.39M | 1.65% | +330+3.7% | Added |
| Jaffetilchin Investment Partners, LLC | 9,271 | $4.38M | 0.50% | −79−0.8% | Reduced |
| Stanley-Laman Group, Ltd. | 9,262 | $4.38M | 0.78% | +624+7.2% | Added |
| Viawealth, LLC | 9,201 | $4.35M | 3.45% | +126+1.4% | Added |
| Bank of Nova Scotia Trust Co | 9,199 | $4.35M | 0.48% | −1,099−10.7% | Reduced |
| Strategic Blueprint, LLC | 9,193 | $4.34M | 0.45% | +303+3.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,143 | $4.32M | 0.30% | −5−0.1% | Reduced |
| Qtron Investments LLC | 9,074 | $4.29M | 0.88% | −823−8.3% | Reduced |
| Moody Lynn & Lieberson, LLC | 9,052 | $4.28M | 0.38% | −123−1.3% | Reduced |
| Covenant Asset Management, LLC | 9,052 | $4.28M | 1.39% | +145+1.6% | Added |
| Sandhill Capital Partners LLC | 9,028 | $4.27M | 0.41% | +9,028 | New |
| City Holding Co | 9,025 | $4.26M | 0.77% | +844+10.3% | Added |