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 |
|---|---|---|---|---|---|
| Northwest & Ethical Investments L.P. | 60,252 | $28.5M | 0.94% | +4,274+7.6% | Added |
| Sabal Trust CO | 60,005 | $28.4M | 1.98% | +287+0.5% | Added |
| First Foundation Advisors | 59,813 | $28.3M | 1.30% | +1,096+1.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 59,745 | $28.2M | 0.08% | +3,785+6.8% | Added |
| Old National Bancorp | 59,735 | $28.2M | 0.86% | +1,461+2.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 59,644 | $28.2M | 0.33% | +34,337+135.7% | Added |
| Private Advisor Group, LLC | 59,585 | $28.2M | 0.27% | −2,167−3.5% | Reduced |
| DuPont Capital Management Corp | 59,568 | $28.2M | 1.34% | +6,446+12.1% | Added |
| Campbell Newman Asset Management Inc | 59,554 | $28.1M | 2.74% | −278−0.5% | Reduced |
| Fulton Breakefield Broenniman LLC | 59,472 | $28.1M | 2.41% | +1,592+2.8% | Added |
| Port Capital LLC | 59,252 | $28.0M | 1.82% | +8,483+16.7% | Added |
| Governors Lane LP | 58,847 | $27.8M | 4.11% | +36,300+161.0% | Added |
| Illinois Municipal Retirement Fund | 58,841 | $27.8M | 0.59% | 00.0% | Unchanged |
| Suncoast Equity Management | 58,834 | $27.8M | 4.67% | +12,012+25.7% | Added |
| Focus Financial Network, Inc. | 58,645 | $27.7M | 1.73% | +1,402+2.4% | Added |
| Chesley Taft & Associates LLC | 58,612 | $27.7M | 1.82% | +7,485+14.6% | Added |
| Snowden Capital Advisors LLC | 58,227 | $27.5M | 1.07% | −1,157−1.9% | Reduced |
| Cubist Systematic Strategies, LLC | 58,214 | $27.5M | 0.26% | +24,614+73.3% | Added |
| Pacer Advisors, Inc. | 57,398 | $27.1M | 0.12% | +34,604+151.8% | Added |
| Systematic Alpha Investments, LLC | 57,323 | $27.1M | 1.42% | −1,000−1.7% | Reduced |
| RMB Capital Management, LLC | 57,260 | $27.1M | 0.95% | +910+1.6% | Added |
| Ieq Capital, LLC | 56,850 | $26.9M | 0.62% | −6,609−10.4% | Reduced |
| JustInvest LLC | 56,572 | $26.7M | 0.93% | +2,253+4.1% | Added |
| Maple Capital Management, Inc. | 56,021 | $26.5M | 3.24% | −9,268−14.2% | Reduced |
| Pictet North America Advisors SA | 55,921 | $26.4M | 4.27% | −10,734−16.1% | Reduced |
| Dana Investment Advisors, Inc. | 55,258 | $26.1M | 1.33% | −935−1.7% | Reduced |
| Oppenheimer & Co Inc | 55,155 | $26.1M | 0.55% | −5,625−9.3% | Reduced |
| Assetmark, Inc | 55,095 | $26.0M | 0.11% | +9,210+20.1% | Added |
| RBF Capital, LLC | 55,000 | $26.0M | 1.89% | 00.0% | Unchanged |
| Ethic Inc. | 54,869 | $25.9M | 1.05% | +9,455+20.8% | Added |
| Renaissance Group LLC | 54,464 | $25.7M | 1.18% | +1,683+3.2% | Added |
| Wesbanco Bank Inc | 53,994 | $25.5M | 1.11% | −11,125−17.1% | Reduced |
| Congress Wealth Management LLC | 53,728 | $25.4M | 0.61% | +1,003+1.9% | Added |
| Penn Davis McFarland Inc | 53,445 | $25.3M | 4.63% | −877−1.6% | Reduced |
| Simplex Trading, LLC | 52,281 | $24.7M | 1.12% | +52,281 | New |
| Park West Asset Management LLC | 52,200 | $24.7M | 2.29% | +52,200 | New |
| D'Orazio & Associates, Inc. | 52,075 | $24.6M | 6.38% | −545−1.0% | Reduced |
| Stack Financial Management, Inc | 51,640 | $24.4M | 2.97% | +1,255+2.5% | Added |
| Moran Wealth Management, LLC | 51,637 | $24.4M | 0.92% | +2,689+5.5% | Added |
| Prime Capital Investment Advisors, LLC | 51,492 | $24.3M | 1.00% | +16,455+47.0% | Added |
| First National Trust Co | 51,461 | $24.3M | 1.29% | −532−1.0% | Reduced |
| Community Trust & Investment Co | 51,264 | $24.2M | 2.08% | +615+1.2% | Added |
| Shell Asset Management Co | 50,826 | $24.0M | 1.00% | −6,430−11.2% | Reduced |
| Massmutual Trust Co FSB | 50,472 | $23.9M | 0.91% | +64+0.1% | Added |
| Overbrook Management Corp | 50,449 | $23.8M | 6.25% | +4,147+9.0% | Added |
| Davidson Kempner Partners | 50,000 | $23.6M | 0.59% | +50,000 | New |
| Davidson Kempner Capital Management LP | 50,000 | $23.6M | 0.49% | +50,000 | New |
| Vestor Capital, LLC | 49,931 | $23.6M | 2.77% | −9,886−16.5% | Reduced |
| Blue Chip Partners, Inc. | 49,767 | $23.5M | 2.79% | −870−1.7% | Reduced |
| Cohen Capital Management, Inc. | 49,764 | $23.5M | 4.75% | 00.0% | Unchanged |
| Point72 Middle East FZE | 48,761 | $23.0M | 1.30% | +42,863+726.7% | Added |
| Advisor Partners II, LLC | 48,525 | $22.9M | 1.26% | −569−1.2% | Reduced |
| Alpha Cubed Investments, LLC | 48,420 | $22.9M | 1.66% | +3,251+7.2% | Added |
| National Asset Management, Inc. | 48,406 | $22.9M | 0.61% | −5,598−10.4% | Reduced |
| North Point Portfolio Managers Corp | 48,295 | $22.8M | 3.63% | −127−0.3% | Reduced |
| Garrison Bradford & Associates Inc | 48,105 | $22.7M | 28.17% | −1,083−2.2% | Reduced |
| Exencial Wealth Advisors, LLC | 47,718 | $22.6M | 1.17% | +1,254+2.7% | Added |
| Ironvine Capital Partners, LLC | 47,462 | $22.4M | 2.83% | +32,971+227.5% | Added |
| Minneapolis Portfolio Management Group, LLC | 47,286 | $22.3M | 2.91% | −22,487−32.2% | Reduced |
| Atria Wealth Solutions, Inc. | 47,183 | $22.3M | 0.33% | +680+1.5% | Added |
| Sawtooth Solutions, LLC | 47,009 | $22.2M | 0.58% | +32,433+222.5% | Added |
| Burney Co | 47,007 | $22.2M | 1.09% | −4,834−9.3% | Reduced |
| Vident Investment Advisory, LLC | 46,937 | $22.2M | 0.72% | −3,566−7.1% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 46,459 | $22.0M | 1.17% | −25,838−35.7% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 46,302 | $21.9M | 0.81% | +2,505+5.7% | Added |
| Aptus Capital Advisors, LLC | 45,917 | $21.7M | 0.62% | −3,209−6.5% | Reduced |
| La Banque Postale Asset Management SA | 45,873 | $21.7M | 0.55% | −2,796−5.7% | Reduced |
| Beacon Investment Advisory Services, Inc. | 45,828 | $21.7M | 1.05% | −415−0.9% | Reduced |
| Aristotle Atlantic Partners, LLC | 45,664 | $21.6M | 1.11% | +23,791+108.8% | Added |
| Trust Co of Virginia | 45,365 | $21.4M | 2.38% | −240−0.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 45,140 | $21.3M | 0.92% | +1,385+3.2% | Added |
| Azimuth Capital Investment Management LLC | 44,922 | $21.2M | 1.04% | −680−1.5% | Reduced |
| Baader Bank INC | 44,851 | $21.2M | 1.59% | +389+0.9% | Added |
| Diversified Trust Co | 44,676 | $21.1M | 0.82% | +4,382+10.9% | Added |
| Tower Research Capital LLC (TRC) | 44,562 | $21.1M | 0.67% | +20,478+85.0% | Added |
| Bleakley Financial Group, LLC | 44,482 | $21.0M | 0.70% | +3,472+8.5% | Added |
| Front Barnett Associates LLC | 44,367 | $21.0M | 2.47% | +275+0.6% | Added |
| Fullerton Fund Management Co Ltd. | 44,280 | $20.9M | 1.59% | −35,109−44.2% | Reduced |
| PGGM Investments | 44,187 | $20.9M | 0.35% | −22,304−33.5% | Reduced |
| Longbow Finance SA | 44,169 | $20.9M | 2.63% | +454+1.0% | Added |
| Gluskin Sheff & Assoc Inc | 44,167 | $20.9M | 1.14% | −1,062−2.3% | Reduced |
| Hancock Whitney Corp | 43,765 | $20.7M | 0.83% | −1,471−3.3% | Reduced |
| Callahan Advisors, LLC | 43,489 | $20.6M | 2.65% | −1,986−4.4% | Reduced |
| Raub Brock Capital Management LP | 43,317 | $20.5M | 3.94% | +1,123+2.7% | Added |
| Narwhal Capital Management | 43,310 | $20.5M | 2.56% | +1,100+2.6% | Added |
| Bamco Inc | 43,246 | $20.4M | 0.06% | +1,058+2.5% | Added |
| New Mexico Educational Retirement Board | 43,220 | $20.4M | 1.03% | −1,400−3.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 43,162 | $20.4M | 0.75% | +1,096+2.6% | Added |
| Hemenway Trust Co LLC | 42,948 | $20.3M | 2.15% | +625+1.5% | Added |
| Freestone Capital Holdings, LLC | 42,904 | $20.3M | 0.90% | −270−0.6% | Reduced |
| First American Bank | 42,874 | $20.3M | 1.86% | −743−1.7% | Reduced |
| Transform Wealth, LLC | 42,806 | $20.2M | 1.91% | +7,544+21.4% | Added |
| Mill Capital Management, LLC | 42,538 | $20.1M | 2.04% | +960+2.3% | Added |
| Boston Private Wealth LLC | 42,334 | $20.0M | 0.28% | −10,558−20.0% | Reduced |
| Colonial Trust Advisors | 42,325 | $20.0M | 2.35% | −538−1.3% | Reduced |
| First Eagle Investment Management, LLC | 42,191 | $19.9M | 0.05% | −897−2.1% | Reduced |
| NewEdge Wealth, LLC | 42,181 | $19.9M | 0.76% | −15,035−26.3% | Reduced |
| Bridgeway Capital Management, LLC | 42,037 | $19.9M | 0.53% | −1,283−3.0% | Reduced |
| Metropolitan Life Insurance Co | 41,793 | $19.8M | 1.01% | −10,056−19.4% | Reduced |
| Pittenger & Anderson Inc | 41,748 | $19.7M | 1.02% | +777+1.9% | Added |