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 |
|---|---|---|---|---|---|
| Smith Chas P & Associates Pa Cpas | 94,906 | $44.9M | 3.05% | −60−0.1% | Reduced |
| Bowen Hanes & Co Inc | 94,869 | $44.8M | 1.54% | +4,405+4.9% | Added |
| Capital International Inc | 94,681 | $44.7M | 0.90% | −844−0.9% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 94,261 | $44.5M | 2.11% | +26,133+38.4% | Added |
| FDx Advisors, Inc. | 83,954 | $44.5M | 1.94% | 00.0% | Unchanged |
| Group One Trading, L.P. | 94,007 | $44.4M | 2.11% | +15,412+19.6% | Added |
| Woodley Farra Manion Portfolio Management Inc | 93,271 | $44.1M | 3.00% | +3,723+4.2% | Added |
| Hantz Financial Services, Inc. | 92,879 | $43.9M | 1.20% | +8,450+10.0% | Added |
| Ziegler Capital Management, LLC | 91,836 | $43.4M | 1.71% | −339−0.4% | Reduced |
| Heritage Wealth Advisors | 91,663 | $43.3M | 2.41% | +5,319+6.2% | Added |
| Kestra Advisory Services, LLC | 90,839 | $42.9M | 0.47% | −41,485−31.4% | Reduced |
| Brinker Capital Investments, LLC | 90,651 | $42.8M | 0.55% | +20,598+29.4% | Added |
| Orion Portfolio Solutions, LLC | 90,651 | $42.8M | 0.55% | +69,886+336.6% | Added |
| Braun Stacey Associates Inc | 90,610 | $42.8M | 1.12% | +39,453+77.1% | Added |
| Cambridge Trust Co | 90,051 | $42.6M | 2.03% | −43,627−32.6% | Reduced |
| Egerton Capital (UK) LLP | 89,364 | $42.2M | 0.46% | −974,662−91.6% | Reduced |
| NS Partners Ltd | 89,203 | $42.2M | 2.37% | −8,276−8.5% | Reduced |
| Castleark Management LLC | 89,000 | $42.1M | 2.07% | −1,350−1.5% | Reduced |
| Achmea Investment Management B.V. | 88,212 | $41.7M | 1.21% | +9,853+12.6% | Added |
| Todd Asset Management LLC | 87,860 | $41.5M | 1.01% | +505+0.6% | Added |
| Davis R M Inc | 87,606 | $41.4M | 1.05% | +2,564+3.0% | Added |
| Whittier Trust Co | 87,298 | $41.3M | 0.75% | +1,019+1.2% | Added |
| Bowie Capital Management, LLC | 86,345 | $40.8M | 5.79% | +20,204+30.5% | Added |
| Norinchukin Bank, The | 85,721 | $40.5M | 0.80% | −539−0.6% | Reduced |
| SP Asset Management LLC | 85,644 | $40.5M | 4.96% | +5,391+6.7% | Added |
| River Road Asset Management, LLC | 84,801 | $40.1M | 0.55% | +56,314+197.7% | Added |
| Rafferty Asset Management, LLC | 83,587 | $39.5M | 0.27% | +3,195+4.0% | Added |
| Vigilant Capital Management, LLC | 82,623 | $39.0M | 3.17% | +3,113+3.9% | Added |
| Premier Fund Managers Ltd | 83,000 | $39.0M | 1.54% | 00.0% | Unchanged |
| Provident Investment Management, Inc. | 81,891 | $38.7M | 4.19% | +3,019+3.8% | Added |
| Auxier Asset Management | 81,849 | $38.7M | 6.68% | +125+0.2% | Added |
| Silvant Capital Management LLC | 81,698 | $38.6M | 2.51% | −1,389−1.7% | Reduced |
| South Dakota Investment Council | 81,613 | $38.6M | 0.82% | +3,000+3.8% | Added |
| Atria Investments LLC | 80,989 | $38.3M | 0.72% | +100+0.1% | Added |
| Bokf, NA | 80,627 | $38.1M | 0.80% | −16,878−17.3% | Reduced |
| Iron Triangle Partners LP | 80,000 | $37.8M | 5.45% | +80,000 | New |
| Securian Asset Management, Inc | 79,360 | $37.5M | 1.00% | +369+0.5% | Added |
| Hartford Investment Management Co | 79,177 | $37.4M | 1.27% | −16,421−17.2% | Reduced |
| Sit Investment Associates Inc | 78,963 | $37.3M | 1.01% | +6,626+9.2% | Added |
| Petrus Trust Company, LTA | 78,168 | $36.9M | 4.48% | +15,400+24.5% | Added |
| Beacon Pointe Advisors, LLC | 77,942 | $36.8M | 0.63% | +2,235+3.0% | Added |
| Tokio Marine Asset Management Co Ltd | 77,004 | $36.4M | 2.54% | +4,687+6.5% | Added |
| Bailard, Inc. | 76,520 | $36.2M | 1.30% | +2,254+3.0% | Added |
| Rhenman & Partners Asset Management AB | 76,000 | $35.7M | 3.92% | +38,000+100.0% | Added |
| Vantage Investment Partners, LLC | 75,789 | $35.7M | 4.88% | +9,007+13.5% | Added |
| Wedgewood Partners Inc | 75,228 | $35.6M | 6.03% | +14,606+24.1% | Added |
| Elo Mutual Pension Insurance Co | 74,606 | $35.3M | 1.12% | +2,195+3.0% | Added |
| McKinley Capital Management LLC /Delaware | 74,047 | $35.0M | 4.64% | −8,093−9.9% | Reduced |
| Maryland State Retirement & Pension System | 73,955 | $35.0M | 0.78% | +638+0.9% | Added |
| Kentucky Retirement Systems | 73,876 | $34.9M | 1.29% | +335+0.5% | Added |
| Liontrust Investment Partners LLP | 73,468 | $34.7M | 0.52% | −13,400−15.4% | Reduced |
| Douglas Lane & Associates, LLC | 73,307 | $34.6M | 0.58% | −1,691−2.3% | Reduced |
| Payden & Rygel | 72,930 | $34.5M | 2.04% | −22,280−23.4% | Reduced |
| Wealthfront Advisers LLC | 72,879 | $34.4M | 0.16% | −19,211−20.9% | Reduced |
| Stephens Inc | 72,688 | $34.4M | 0.66% | −5,766−7.3% | Reduced |
| Central Trust Co | 72,140 | $34.1M | 1.00% | −712−1.0% | Reduced |
| Guggenheim Capital LLC | 71,980 | $34.0M | 0.29% | −2,239−3.0% | Reduced |
| Chilton Capital Management LLC | 71,738 | $33.9M | 1.96% | +2,572+3.7% | Added |
| Manchester Global Management (UK) Ltd | 71,583 | $33.8M | 12.13% | +4,500+6.7% | Added |
| Banco Santander, S.A. | 71,542 | $33.8M | 0.50% | −5,902−7.6% | Reduced |
| Gradient Investments LLC | 71,531 | $33.8M | 0.92% | +39,703+124.7% | Added |
| Peapack Gladstone Financial Corp | 68,823 | $33.7M | 0.64% | −1,291−1.8% | Reduced |
| Flputnam Investment Management Co | 71,171 | $33.6M | 1.10% | −6,683−8.6% | Reduced |
| Cantor Fitzgerald, L. P. | 70,999 | $33.6M | 0.72% | −65−0.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 70,997 | $33.6M | 0.53% | +1,968+2.9% | Added |
| Cetera Investment Advisers | 70,977 | $33.5M | 0.29% | −726−1.0% | Reduced |
| Aureus Asset Management, LLC | 70,838 | $33.5M | 2.65% | +8,816+14.2% | Added |
| Assenagon Asset Management S.A. | 70,762 | $33.4M | 0.13% | −93,146−56.8% | Reduced |
| WestEnd Advisors, LLC | – | $32.7M | 1.01% | – | – |
| Eastern Bank | 68,810 | $32.5M | 1.63% | −2,606−3.6% | Reduced |
| Commerzbank Aktiengesellschaft | 68,460 | $32.4M | 1.74% | −29,015−29.8% | Reduced |
| Eagle Ridge Investment Management | 68,214 | $32.2M | 3.62% | −215−0.3% | Reduced |
| Raymond James Trust N.A. | 66,835 | $31.6M | 1.00% | +748+1.1% | Added |
| Abn Amro Investment Solutions | 66,527 | $31.4M | 0.65% | +66,527 | New |
| Chartwell Investment Partners, LLC | 66,492 | $31.4M | 1.19% | −361−0.5% | Reduced |
| Fiduciary Trust Co | 65,875 | $31.1M | 0.58% | +698+1.1% | Added |
| Synovus Financial Corp | 65,124 | $30.8M | 0.35% | −1,715−2.6% | Reduced |
| Farmers & Merchants Investments Inc | 64,473 | $30.5M | 1.21% | −160−0.2% | Reduced |
| Montag & Caldwell, LLC | 64,230 | $30.4M | 4.08% | −936−1.4% | Reduced |
| Heritage Investors Management Corp | 63,912 | $30.2M | 1.29% | +3,443+5.7% | Added |
| TownSquare Capital, LLC | 63,683 | $30.1M | 0.66% | +3,449+5.7% | Added |
| Cumberland Partners Ltd | 63,672 | $30.1M | 2.95% | −6,124−8.8% | Reduced |
| Advisors Capital Management, LLC | 63,609 | $30.1M | 0.78% | +46,378+269.2% | Added |
| Galvin, Gaustad & Stein, LLC | 63,341 | $29.9M | 2.95% | −497−0.8% | Reduced |
| Rockland Trust Co | 63,187 | $29.9M | 1.88% | +1,459+2.4% | Added |
| Artemis Investment Management LLP | 63,221 | $29.8M | 0.37% | −13,957−18.1% | Reduced |
| Alta Capital Management LLC | 62,712 | $29.6M | 2.18% | +48,300+335.1% | Added |
| ClariVest Asset Management LLC | 62,695 | $29.6M | 1.32% | −2,404−3.7% | Reduced |
| Chilton Investment Co LLC | 62,433 | $29.5M | 0.91% | −5,524−8.1% | Reduced |
| Prudential PLC | 62,276 | $29.4M | 0.35% | −346−0.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 62,230 | $29.4M | 0.46% | −13,667−18.0% | Reduced |
| PFS Investments Inc. | 56,887 | $29.2M | 0.51% | −11,833−17.2% | Reduced |
| Meeder Asset Management Inc | 61,665 | $29.1M | 2.33% | +28,628+86.7% | Added |
| Associated Banc-Corp | 61,244 | $28.9M | 1.16% | −2,514−3.9% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 61,048 | $28.9M | 1.87% | −8,337−12.0% | Reduced |
| AltraVue Capital, LLC | 60,890 | $28.8M | 3.46% | −2,710−4.3% | Reduced |
| Louisiana State Employees Retirement System | 60,700 | $28.7M | 0.73% | +300+0.5% | Added |
| Locust Wood Capital Advisers, LLC | 60,673 | $28.7M | 1.79% | +2,988+5.2% | Added |
| CWM, LLC | 60,569 | $28.6M | 0.19% | −790−1.3% | Reduced |
| Guardian Capital LP | 60,258 | $28.5M | 0.91% | −961−1.6% | Reduced |