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 |
|---|---|---|---|---|---|
| Delta Capital Management LLC | 7,410 | $3.50M | 2.46% | −40−0.5% | Reduced |
| VGI Partners Ltd | 7,375 | $3.49M | 0.68% | −500−6.3% | Reduced |
| Barings LLC | 7,360 | $3.48M | 0.12% | +389+5.6% | Added |
| Foster & Motley Inc | 7,356 | $3.48M | 0.28% | −128−1.7% | Reduced |
| Cutler Group LP | 7,307 | $3.45M | 0.54% | +6,337+653.3% | Added |
| Harbour Investment Management LLC | 7,298 | $3.45M | 1.91% | 00.0% | Unchanged |
| Page Arthur B | 7,288 | $3.44M | 3.23% | −84−1.1% | Reduced |
| Nomura Holdings Inc | 7,285 | $3.44M | 0.03% | −19,089−72.4% | Reduced |
| Principle Wealth Partners LLC | 7,279 | $3.44M | 0.37% | +562+8.4% | Added |
| Roanoke Asset Management Corp | 7,270 | $3.44M | 1.47% | −5−0.1% | Reduced |
| TrimTabs Asset Management, LLC | 7,221 | $3.41M | 1.83% | +1,484+25.9% | Added |
| Peachtree Investment Partners, LLC | 7,180 | $3.39M | 2.12% | −946−11.6% | Reduced |
| Renasant Bank | 7,179 | $3.39M | 2.64% | −536−6.9% | Reduced |
| True North Advisors, LLC | 7,177 | $3.39M | 1.00% | 00.0% | Unchanged |
| Advocate Group LLC | 7,098 | $3.35M | 0.73% | −27−0.4% | Reduced |
| Miracle Mile Advisors, LLC | 7,091 | $3.35M | 0.11% | −570−7.4% | Reduced |
| MPS Loria Financial Planners, LLC | 7,077 | $3.34M | 1.35% | +110+1.6% | Added |
| Abbrea Capital, LLC | 7,074 | $3.34M | 0.57% | +56+0.8% | Added |
| San Luis Wealth Advisors LLC | 7,066 | $3.34M | 1.28% | +846+13.6% | Added |
| Harbour Investments, Inc. | 7,063 | $3.34M | 0.18% | +12+0.2% | Added |
| Proquility Private Wealth Partners, LLC | 7,049 | $3.33M | 1.32% | −164−2.3% | Reduced |
| Wrapmanager Inc | 7,045 | $3.33M | 1.02% | −19−0.3% | Reduced |
| Landscape Capital Management, L.L.C. | 7,020 | $3.32M | 0.45% | +7,020 | New |
| BNC Wealth Management, LLC | 7,005 | $3.31M | 1.85% | +28+0.4% | Added |
| Legato Capital Management LLC | 6,985 | $3.30M | 0.60% | +389+5.9% | Added |
| Townsend & Associates, Inc | 6,679 | $3.29M | 1.32% | −2,215−24.9% | Reduced |
| Mattern Wealth Management LLC | 6,940 | $3.28M | 1.09% | −476−6.4% | Reduced |
| Valley Brook Capital Group | 6,920 | $3.27M | 3.02% | −171−2.4% | Reduced |
| Transcend Wealth Collective, LLC | 6,916 | $3.27M | 0.34% | +946+15.8% | Added |
| Great Diamond Partners, LLC | 6,915 | $3.27M | 0.95% | −226−3.2% | Reduced |
| DF Dent & Co Inc | 6,909 | $3.27M | 0.05% | +314+4.8% | Added |
| Berkshire Bank | 6,889 | $3.26M | 0.97% | +94+1.4% | Added |
| Royal Capital Wealth Management, LLC | 6,861 | $3.24M | 3.26% | −255−3.6% | Reduced |
| Forum Financial Management, LP | 6,859 | $3.24M | 0.09% | +133+2.0% | Added |
| Ossiam | 6,838 | $3.23M | 0.07% | +1,037+17.9% | Added |
| NorthRock Partners, LLC | 6,836 | $3.23M | 0.34% | −909−11.7% | Reduced |
| First Horizon Advisors, Inc. | 6,832 | $3.23M | 0.12% | −551−7.5% | Reduced |
| Jessup Wealth Management, Inc | 6,812 | $3.22M | 1.91% | −10,182−59.9% | Reduced |
| Gratus Capital LLC | 6,802 | $3.21M | 0.25% | −2,823−29.3% | Reduced |
| Resources Management Corp | 6,789 | $3.21M | 0.64% | −4,833−41.6% | Reduced |
| Archford Capital Strategies, LLC | 6,293 | $3.20M | 0.67% | +342+5.7% | Added |
| SWS Partners | 6,754 | $3.19M | 1.19% | +6,754 | New |
| Condor Capital Management | 6,751 | $3.19M | 0.40% | −39−0.6% | Reduced |
| Sepio Capital, LP | 6,709 | $3.17M | 0.29% | −383−5.4% | Reduced |
| Pinnacle West Asset Management, Inc. | 6,705 | $3.17M | 3.31% | +6,705 | New |
| Bank Pictet & Cie (Asia) Ltd | 6,680 | $3.16M | 1.07% | −2,316−25.7% | Reduced |
| Wunderlich Capital Managemnt | 6,670 | $3.15M | 1.64% | −10.0% | Reduced |
| Pathway Financial Advisers, LLC | 6,622 | $3.13M | 1.26% | −65−1.0% | Reduced |
| Legacy Wealth Management, LLC | 6,604 | $3.12M | 1.72% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 6,594 | $3.12M | 1.08% | −60−0.9% | Reduced |
| Merit Financial Group, LLC | 6,589 | $3.11M | 0.11% | −313−4.5% | Reduced |
| Notis-McConarty Edward | 6,588 | $3.11M | 1.24% | +93+1.4% | Added |
| Desjardins Global Asset Management Inc. | 6,568 | $3.10M | 0.39% | −1,630−19.9% | Reduced |
| CenterBook Partners LP | 6,553 | $3.10M | 0.44% | +1,309+25.0% | Added |
| Decatur Capital Management, Inc. | 6,542 | $3.09M | 2.33% | −1,242−16.0% | Reduced |
| Strategic Financial Services, Inc, | 6,533 | $3.09M | 0.24% | −65−1.0% | Reduced |
| Elmwood Wealth Management, Inc. | 6,525 | $3.08M | 1.46% | −16−0.2% | Reduced |
| Flagship Harbor Advisors, LLC | 6,512 | $3.08M | 0.29% | +363+5.9% | Added |
| Sound View Wealth Advisors Group, LLC | 6,512 | $3.08M | 0.42% | +286+4.6% | Added |
| Sentry Investment Management LLC | 6,461 | $3.05M | 1.26% | −514−7.4% | Reduced |
| Van Hulzen Asset Management, LLC | 6,456 | $3.05M | 0.29% | +2,605+67.6% | Added |
| Paradigm Asset Management Co LLC | 6,445 | $3.05M | 0.84% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 6,440 | $3.04M | 0.25% | −11,018−63.1% | Reduced |
| Occidental Asset Management, LLC | 6,429 | $3.04M | 0.76% | +75+1.2% | Added |
| Thompson Siegel & Walmsley LLC | 6,426 | $3.04M | 0.05% | −617−8.8% | Reduced |
| Gsa Capital Partners LLP | 6,394 | $3.02M | 0.30% | +6,394 | New |
| Patten Group, Inc. | 6,373 | $3.01M | 0.90% | −16−0.3% | Reduced |
| Investment Research & Advisory Group, Inc. | 6,367 | $3.01M | 1.95% | −12−0.2% | Reduced |
| TrinityPoint Wealth, LLC | 6,367 | $3.01M | 0.64% | +435+7.3% | Added |
| MMBG Investment Advisors Co. | 6,328 | $2.99M | 0.38% | +1,000+18.8% | Added |
| Stamos Capital Partners, L.P. | 6,320 | $2.99M | 0.77% | +4,430+234.4% | Added |
| My Legacy Advisors, LLC | 5,780 | $2.98M | 1.28% | −67−1.1% | Reduced |
| Morgens Waterfall Vintiadis & Co Inc | 197,000 | $2.97M | 2.44% | +193,500+5,528.6% | Added |
| Greenfield Savings Bank | 6,281 | $2.97M | 1.93% | −34−0.5% | Reduced |
| S.E.E.D. Planning Group LLC | 6,275 | $2.97M | 1.14% | +16+0.3% | Added |
| Griffin Asset Management, Inc. | 6,231 | $2.94M | 0.41% | +24+0.4% | Added |
| Wealth Architects, LLC | 6,220 | $2.94M | 0.52% | −12−0.2% | Reduced |
| Hilltop Holdings Inc. | 6,216 | $2.94M | 0.40% | −4,985−44.5% | Reduced |
| ExodusPoint Capital Management, LP | 6,215 | $2.94M | 0.03% | +6,215 | New |
| Atlas Private Wealth Management | 6,212 | $2.94M | 1.76% | −100−1.6% | Reduced |
| Sendero Wealth Management, LLC | 6,210 | $2.93M | 0.90% | +607+10.8% | Added |
| Red Cedar Investment Management, LLC | 6,209 | $2.93M | 0.45% | +1,180+23.5% | Added |
| Carret Asset Management, LLC | 6,189 | $2.92M | 0.41% | +11+0.2% | Added |
| Birch Capital Management, LLC | 6,189 | $2.92M | 1.88% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 6,187 | $2.92M | 0.74% | +2,759+80.5% | Added |
| Eads & Heald Wealth Management | 6,173 | $2.92M | 1.44% | −56−0.9% | Reduced |
| Rehmann Capital Advisory Group | 6,168 | $2.91M | 0.27% | −121−1.9% | Reduced |
| Fairbanks Capital Management, Inc. | 6,165 | $2.91M | 2.32% | +326+5.6% | Added |
| Capital City Trust Co | 6,154 | $2.91M | 0.93% | +172+2.9% | Added |
| Brady Family Wealth, LLC | 6,140 | $2.90M | 1.15% | +6+0.1% | Added |
| Hartline Investment Corp | 6,135 | $2.90M | 0.58% | −439−6.7% | Reduced |
| Summit Financial, LLC | 6,133 | $2.90M | 0.25% | +204+3.4% | Added |
| Jag Capital Management, LLC | 6,117 | $2.89M | 0.37% | −19,008−75.7% | Reduced |
| Brown Miller Wealth Management, LLC | 6,095 | $2.88M | 1.70% | −34−0.6% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,094 | $2.88M | 1.45% | +600+10.9% | Added |
| Studio Investment Management LLC | 6,091 | $2.88M | 0.87% | −374−5.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 6,090 | $2.88M | 0.48% | +10.0% | Added |
| Northside Capital Management, LLC | 6,078 | $2.87M | 0.77% | −39−0.6% | Reduced |
| Founders Financial Securities LLC | 6,076 | $2.87M | 0.41% | +532+9.6% | Added |
| SevenBridge Financial Group, LLC | 6,070 | $2.87M | 0.79% | −67−1.1% | Reduced |