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 |
|---|---|---|---|---|---|
| Daymark Wealth Partners, LLC | 8,978 | $4.24M | 0.56% | +5,512+159.0% | Added |
| Orleans Capital Management Corp | 8,952 | $4.23M | 3.12% | −150−1.6% | Reduced |
| Equitable Trust Co | 8,941 | $4.23M | 0.33% | −4,169−31.8% | Reduced |
| Ayrshire Capital Management LLC | 8,939 | $4.22M | 2.88% | +556+6.6% | Added |
| South State Corp. | 8,908 | $4.21M | 0.39% | −48−0.5% | Reduced |
| Wolverine Trading, LLC | 8,934 | $4.20M | 0.13% | +534+6.4% | Added |
| Dorchester Wealth Management Co | 8,884 | $4.20M | 0.86% | +665+8.1% | Added |
| Peloton Wealth Strategists | 8,865 | $4.19M | 1.91% | −100−1.1% | Reduced |
| Optimum Investment Advisors | 8,860 | $4.19M | 2.19% | −372−4.0% | Reduced |
| Financial Partners Group, LLC | 8,842 | $4.18M | 2.19% | −108−1.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 8,839 | $4.18M | 0.47% | +276+3.2% | Added |
| Choate Investment Advisors | 8,830 | $4.17M | 0.20% | +936+11.9% | Added |
| Sitrin Capital Management LLC | 8,803 | $4.16M | 2.52% | −72−0.8% | Reduced |
| Arkadios Wealth Advisors | 8,790 | $4.15M | 0.49% | +683+8.4% | Added |
| Plimoth Trust Co LLC | 8,789 | $4.15M | 1.29% | +64+0.7% | Added |
| Sowell Financial Services LLC | 8,772 | $4.15M | 0.32% | −4,372−33.3% | Reduced |
| Beverly Hills Private Wealth, LLC | 8,771 | $4.15M | 1.29% | +1,396+18.9% | Added |
| Left Brain Wealth Management, LLC | 8,412 | $4.14M | 2.82% | +45+0.5% | Added |
| Trifecta Capital Advisors, LLC | 8,759 | $4.14M | 1.46% | +162+1.9% | Added |
| River Wealth Advisors LLC | 8,751 | $4.14M | 0.75% | +818+10.3% | Added |
| Harrell Investment Partners, LLC | 8,710 | $4.13M | 1.47% | +614+7.6% | Added |
| Quantbot Technologies LP | 8,722 | $4.12M | 0.29% | +3,536+68.2% | Added |
| Pensionfund Sabic | 8,700 | $4.11M | 1.43% | −1,200−12.1% | Reduced |
| Money Concepts Capital Corp | 8,522 | $4.11M | 0.23% | −2,790−24.7% | Reduced |
| Benson Investment Management Company, Inc. | 8,692 | $4.11M | 2.35% | 00.0% | Unchanged |
| Becker Capital Management Inc | 8,676 | $4.10M | 0.16% | +513+6.3% | Added |
| Kerrisdale Advisers, LLC | 8,648 | $4.09M | 1.21% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 8,648 | $4.09M | 2.64% | +8,648 | New |
| Mitchell McLeod Pugh & Williams Inc | 8,625 | $4.08M | 1.27% | −72−0.8% | Reduced |
| Regency Capital Management Inc. | 8,621 | $4.07M | 4.93% | +3,270+61.1% | Added |
| Enterprise Bank & Trust Co | 8,566 | $4.05M | 1.75% | −241−2.7% | Reduced |
| Field & Main Bank | 8,531 | $4.03M | 2.40% | +5+0.1% | Added |
| Gs Investments, Inc. | 8,504 | $4.02M | 2.32% | +160+1.9% | Added |
| Capital Insight Partners, LLC | 8,474 | $4.00M | 0.94% | +8,474 | New |
| Ronald Blue Trust, Inc. | 7,540 | $4.00M | 0.07% | +528+7.5% | Added |
| AdvisorNet Financial, Inc | 8,440 | $3.99M | 0.36% | +403+5.0% | Added |
| Mechanics Bank Trust Department | 8,433 | $3.99M | 0.67% | +101+1.2% | Added |
| Community Bank, N.A. | 8,420 | $3.98M | 0.54% | −75−0.9% | Reduced |
| Scott & Selber, Inc. | 8,327 | $3.94M | 1.67% | +17+0.2% | Added |
| Nicollet Investment Management, Inc. | 8,311 | $3.93M | 2.04% | −39−0.5% | Reduced |
| Private Wealth Strategies, L.L.C. | 8,297 | $3.92M | 0.99% | 00.0% | Unchanged |
| Capula Management Ltd | 8,262 | $3.90M | 0.34% | −17,574−68.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 8,256 | $3.90M | 0.02% | −12,513−60.2% | Reduced |
| Raab & Moskowitz Asset Management LLC | 8,249 | $3.90M | 1.42% | +201+2.5% | Added |
| Mitchell & Pahl Private Wealth, LLC | 8,219 | $3.88M | 2.43% | +71+0.9% | Added |
| Moors & Cabot, Inc. | 8,217 | $3.88M | 0.27% | −1,515−15.6% | Reduced |
| DeDora Capital, Inc. | 8,214 | $3.88M | 1.66% | +105+1.3% | Added |
| Banco de Sabadell, S.A | 8,209 | $3.88M | 3.24% | −339−4.0% | Reduced |
| Larson Financial Group LLC | 8,190 | $3.87M | 0.42% | +233+2.9% | Added |
| Bank of Hawaii | 8,188 | $3.87M | 0.22% | −2,813−25.6% | Reduced |
| Little House Capital LLC | 8,188 | $3.87M | 1.82% | +1,104+15.6% | Added |
| Farmers Trust Co | 8,173 | $3.86M | 0.85% | +2,167+36.1% | Added |
| Westover Capital Advisors, LLC | 8,124 | $3.84M | 1.42% | −190−2.3% | Reduced |
| Journey Advisory Group, LLC | 8,124 | $3.84M | 0.61% | +1,647+25.4% | Added |
| TFG Advisers LLC | 8,116 | $3.84M | 1.85% | +337+4.3% | Added |
| SNS Financial Group, LLC | 8,110 | $3.83M | 0.50% | −130−1.6% | Reduced |
| Elgethun Capital Management | 7,773 | $3.81M | 1.21% | +18+0.2% | Added |
| Clear Harbor Asset Management, LLC | 8,071 | $3.81M | 0.40% | +475+6.3% | Added |
| Bessemer Securities LLC | 8,032 | $3.80M | 1.77% | −1,350−14.4% | Reduced |
| Family Legacy, Inc. | 8,023 | $3.79M | 1.62% | +380+5.0% | Added |
| Cypress Asset Management Inc | 7,975 | $3.77M | 1.30% | +1,117+16.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 7,956 | $3.76M | 0.51% | −78−1.0% | Reduced |
| WealthShield Partners, LLC | 7,919 | $3.74M | 0.60% | +1,956+32.8% | Added |
| Murphy Pohlad Asset Management LLC | 7,917 | $3.74M | 1.55% | −110−1.4% | Reduced |
| Charles Carroll Financial Partners, LLC | 7,906 | $3.74M | 5.73% | +405+5.4% | Added |
| Strategic Advisors LLC | 7,901 | $3.73M | 0.76% | −13−0.2% | Reduced |
| Union Heritage Capital, LLC | 7,900 | $3.73M | 2.27% | 00.0% | Unchanged |
| Veriti Management LLC | 7,887 | $3.73M | 0.44% | −92−1.2% | Reduced |
| RSM US Wealth Management LLC | 7,883 | $3.73M | 0.13% | +4,361+123.8% | Added |
| New Hampshire Trust | 7,866 | $3.72M | 1.00% | −859−9.8% | Reduced |
| Affiance Financial, LLC | 7,857 | $3.71M | 1.97% | −42−0.5% | Reduced |
| West Branch Capital LLC | 7,854 | $3.71M | 2.07% | −7−0.1% | Reduced |
| Nordwand Advisors, LLC | 7,853 | $3.71M | 0.60% | −10,542−57.3% | Reduced |
| Hohimer Wealth Management, LLC | 7,832 | $3.70M | 1.07% | +503+6.9% | Added |
| Johnson Financial Group, Inc. | 7,809 | $3.69M | 0.26% | +1,721+28.3% | Added |
| Greenline Partners, LLC | 7,796 | $3.68M | 0.70% | +622+8.7% | Added |
| B.O.S.S. Retirement Advisors, LLC | 7,793 | $3.68M | 0.87% | +516+7.1% | Added |
| Lakeview Capital Partners, LLC | 7,530 | $3.68M | 1.14% | −109−1.4% | Reduced |
| Ontario Teachers Pension Plan Board | 7,786 | $3.68M | 0.04% | −190−2.4% | Reduced |
| Hyman Charles D | 7,784 | $3.68M | 0.25% | +158+2.1% | Added |
| Legacy CG, LLC | 7,774 | $3.67M | 1.86% | +577+8.0% | Added |
| Compton Wealth Advisory Group, LLC | 7,731 | $3.65M | 1.26% | −56−0.7% | Reduced |
| NatWest Group plc | 7,721 | $3.65M | 1.97% | −6,971−47.4% | Reduced |
| Gouws Capital LLC | 7,701 | $3.64M | 3.25% | +504+7.0% | Added |
| Bollard Group LLC | 7,682 | $3.63M | 0.13% | +15+0.2% | Added |
| Cypress Capital Group | 7,660 | $3.62M | 0.56% | +198+2.7% | Added |
| IHT Wealth Management, LLC | 7,645 | $3.61M | 0.21% | +835+12.3% | Added |
| Connecticut Wealth Management, LLC | 7,633 | $3.61M | 0.27% | −13−0.2% | Reduced |
| Piscataqua Savings Bank | 7,620 | $3.60M | 3.07% | −90−1.2% | Reduced |
| Forefront Wealth Management Inc. | 7,619 | $3.60M | 4.71% | +24+0.3% | Added |
| Financial Advisory Partners, LLC | 7,619 | $3.60M | 1.43% | +7,619 | New |
| SageView Advisory Group, LLC | 7,554 | $3.57M | 0.23% | +4,474+145.3% | Added |
| RDA Financial Network | 7,544 | $3.57M | 1.63% | +276+3.8% | Added |
| Financial Advisory Service, Inc. | 7,538 | $3.56M | 0.39% | +59+0.8% | Added |
| Wexford Capital LP | 7,534 | $3.56M | 0.74% | +6,909+1,105.4% | Added |
| Bensler, LLC | 7,520 | $3.55M | 0.72% | −224−2.9% | Reduced |
| Canandaigua National Bank & Trust Co | 7,483 | $3.54M | 0.60% | +7,483 | New |
| DFPG Investments, LLC | 7,464 | $3.53M | 0.38% | +1,994+36.5% | Added |
| Shorepoint Capital Partners LLC | 7,458 | $3.52M | 1.01% | +218+3.0% | Added |
| Eagle Rock Investment Company, LLC | 7,424 | $3.51M | 0.81% | +1,096+17.3% | Added |