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 |
|---|---|---|---|---|---|
| Meitav Dash Investments Ltd | 41,881 | $19.7M | 0.34% | +40,683+3,395.9% | Added |
| Chicago Capital, LLC | 41,694 | $19.7M | 0.98% | +31,580+312.2% | Added |
| Citizens Financial Group Inc | 41,637 | $19.7M | 0.72% | +380+0.9% | Added |
| Clifford Swan Investment Counsel LLC | 40,945 | $19.4M | 0.81% | +3,509+9.4% | Added |
| Vestcor Inc | 40,847 | $19.3M | 0.71% | −99−0.2% | Reduced |
| Novare Capital Management LLC | 40,799 | $19.3M | 2.19% | +505+1.3% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 40,526 | $19.2M | 1.70% | −3,013−6.9% | Reduced |
| Crossmark Global Holdings, Inc. | 40,500 | $19.1M | 0.45% | +409+1.0% | Added |
| Park Avenue Securities LLC | 40,454 | $19.1M | 0.33% | +1,093+2.8% | Added |
| Core Alternative Capital | 40,209 | $19.0M | 2.54% | −1,576−3.8% | Reduced |
| Brown Brothers Harriman & Co | 40,025 | $18.9M | 0.16% | +6,514+19.4% | Added |
| JLB & Associates Inc | 39,956 | $18.9M | 2.84% | +518+1.3% | Added |
| Picton Mahoney Asset Management | 39,791 | $18.8M | 0.95% | −2,342−5.6% | Reduced |
| Earnest Partners LLC | 39,786 | $18.8M | 0.11% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 39,595 | $18.7M | 0.38% | −1,344−3.3% | Reduced |
| Granite Investment Partners, LLC | 39,387 | $18.6M | 0.78% | −17,140−30.3% | Reduced |
| Banque Cantonale Vaudoise | 39,343 | $18.6M | 0.91% | −6,792−14.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 39,093 | $18.5M | 0.74% | +2,886+8.0% | Added |
| Punch & Associates Investment Management, Inc. | 38,885 | $18.4M | 1.18% | +50.0% | Added |
| Eagle Global Advisors LLC | 38,577 | $18.2M | 1.23% | −194−0.5% | Reduced |
| Private Capital Advisors, Inc. | 38,389 | $18.1M | 3.42% | −9,240−19.4% | Reduced |
| Qube Research & Technologies Ltd | 38,380 | $18.1M | 0.10% | +7,483+24.2% | Added |
| Metis Global Partners, LLC | 38,306 | $18.1M | 1.16% | +9,472+32.9% | Added |
| Pinnacle Associates Ltd | 38,260 | $18.1M | 0.37% | −189−0.5% | Reduced |
| Stewart & Patten Co LLC | 37,963 | $17.9M | 3.04% | +652+1.7% | Added |
| Trexquant Investment LP | 37,741 | $17.8M | 0.49% | −7,680−16.9% | Reduced |
| Albion Financial Group | 37,635 | $17.8M | 1.63% | −1,010−2.6% | Reduced |
| Abner Herrman & Brock LLC | 37,405 | $17.7M | 2.67% | +901+2.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 37,372 | $17.7M | 0.92% | −2,074−5.3% | Reduced |
| FineMark National Bank & Trust | 36,938 | $17.5M | 0.75% | −1,724−4.5% | Reduced |
| Calamos Wealth Management LLC | 36,924 | $17.5M | 1.37% | −6,850−15.6% | Reduced |
| Glenview Capital Management, LLC | 36,716 | $17.4M | 0.43% | +36,716 | New |
| Marco Investment Management LLC | 36,701 | $17.3M | 1.95% | −305−0.8% | Reduced |
| Pathstone Family Office, LLC | 35,697 | $17.3M | 0.28% | −19,545−35.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 36,654 | $17.3M | 1.51% | +735+2.0% | Added |
| Bell Asset Management Ltd | 36,654 | $17.3M | 3.17% | +13,751+60.0% | Added |
| Anchor Capital Advisors LLC | 36,441 | $17.2M | 0.46% | +504+1.4% | Added |
| Sawgrass Asset Management LLC | 36,248 | $17.1M | 2.23% | −14,677−28.8% | Reduced |
| Patten & Patten Inc | 36,215 | $17.1M | 1.50% | −386−1.1% | Reduced |
| united american securities inc. (d/b/a uas asset management) | 36,154 | $17.1M | 5.82% | −11,483−24.1% | Reduced |
| Stillwater Capital Advisors, LLC | 36,038 | $17.0M | 3.31% | −663−1.8% | Reduced |
| LSV Asset Management | 35,990 | $17.0M | 0.04% | 00.0% | Unchanged |
| LMCG Investments, LLC | 35,912 | $17.0M | 1.13% | −1,563−4.2% | Reduced |
| Violich Capital Management, Inc. | 35,765 | $16.9M | 2.88% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 35,652 | $16.8M | 2.06% | −19,934−35.9% | Reduced |
| Act Two Investors LLC | 35,554 | $16.8M | 6.70% | +30,830+652.6% | Added |
| Manning & Napier Group, LLC | 35,322 | $16.7M | 0.19% | −902−2.5% | Reduced |
| Spouting Rock Asset Management, LLC | 35,200 | $16.6M | 5.87% | +30,036+581.6% | Added |
| Edgar Lomax Co | 34,980 | $16.5M | 1.06% | −3,718−9.6% | Reduced |
| GAM Holding AG | 34,876 | $16.5M | 1.14% | +2,235+6.8% | Added |
| Twinbeech Capital LP | 34,870 | $16.5M | 0.33% | +34,870 | New |
| Washington Trust Bank | 34,752 | $16.4M | 1.76% | +3,790+12.2% | Added |
| Bragg Financial Advisors, Inc | 34,679 | $16.4M | 0.97% | +176+0.5% | Added |
| Wallington Asset Management, LLC | 34,666 | $16.4M | 3.28% | +100.0% | Added |
| YHB Investment Advisors, Inc. | 34,461 | $16.3M | 1.63% | +2,425+7.6% | Added |
| WS Portfolio Advisory, LLC | 34,393 | $16.3M | 4.13% | +34,393 | New |
| Asahi Life Asset Management Co., Ltd. | 34,348 | $16.2M | 5.16% | +907+2.7% | Added |
| 11 Capital Partners LP | 34,322 | $16.2M | 10.15% | +12,300+55.9% | Added |
| HB Wealth Management, LLC | 34,254 | $16.2M | 0.28% | +360+1.1% | Added |
| D.A. Davidson & Co. | 33,901 | $16.0M | 0.18% | −434−1.3% | Reduced |
| QV Investors Inc. | 33,834 | $16.0M | 1.49% | +7,450+28.2% | Added |
| Adell Harriman & Carpenter Inc | 33,774 | $16.0M | 1.71% | +452+1.4% | Added |
| TruWealth Advisors, LLC | 33,649 | $15.9M | 1.46% | +1,877+5.9% | Added |
| Howe & Rusling Inc | 33,637 | $15.9M | 1.89% | +70+0.2% | Added |
| HighTower Trust Services, LTA | 34,426 | $15.8M | 1.55% | +146+0.4% | Added |
| Independent Advisor Alliance | 33,322 | $15.7M | 0.76% | +569+1.7% | Added |
| Oak Ridge Investments LLC | 33,302 | $15.7M | 2.13% | −262−0.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 33,248 | $15.7M | 1.43% | +209+0.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 33,246 | $15.7M | 1.29% | −275−0.8% | Reduced |
| Tudor Investment Corp Et Al | 32,990 | $15.6M | 0.30% | +32,990 | New |
| PEAK6 Investments LLC | 32,818 | $15.5M | 0.98% | +13,325+68.4% | Added |
| Hendershot Investments Inc. | 32,732 | $15.5M | 2.60% | +8,931+37.5% | Added |
| LGT Group Foundation | 32,702 | $15.5M | 0.44% | +10,020+44.2% | Added |
| Siemens Fonds Invest GmbH | 32,608 | $15.4M | 1.61% | −1,215−3.6% | Reduced |
| Harbor Investment Advisory, LLC | 32,509 | $15.4M | 2.30% | −1,279−3.8% | Reduced |
| Hilton Capital Management, LLC | 28,939 | $15.3M | 2.01% | −862−2.9% | Reduced |
| Fidelity National Financial, Inc. | 32,440 | $15.3M | 0.59% | 00.0% | Unchanged |
| Nicola Wealth Management Ltd. | 32,400 | $15.3M | 1.51% | 00.0% | Unchanged |
| Amica Mutual Insurance Co | 32,343 | $15.3M | 1.70% | +3,902+13.7% | Added |
| Makena Capital Management LLC | 32,194 | $15.2M | 2.88% | +10,783+50.4% | Added |
| Robeco Schweiz AG | 32,047 | $15.1M | 0.24% | 00.0% | Unchanged |
| Cim, LLC | 32,032 | $15.1M | 3.00% | −113−0.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 31,858 | $15.0M | 1.58% | 00.0% | Unchanged |
| Petredis Investment Advisors LLC | 31,707 | $15.0M | 2.34% | +450+1.4% | Added |
| Two Sigma Advisers, LP | 31,700 | $15.0M | 0.04% | −1,300−3.9% | Reduced |
| Carlson Capital Management | 31,662 | $15.0M | 0.97% | +773+2.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 31,600 | $14.9M | 0.63% | −107−0.3% | Reduced |
| Parallel Advisors, LLC | 31,594 | $14.9M | 0.50% | +12,713+67.3% | Added |
| Cetera Advisors LLC | 31,592 | $14.9M | 0.25% | −601−1.9% | Reduced |
| Avantax Advisory Services, Inc. | 31,558 | $14.9M | 0.18% | +2,087+7.1% | Added |
| Vinva Investment Management Ltd | 31,717 | $14.9M | 1.26% | +31,717 | New |
| Parsec Financial Management, Inc. | 31,451 | $14.9M | 0.63% | +1,766+5.9% | Added |
| Cookson Peirce & Co Inc | 31,321 | $14.8M | 0.95% | −86,984−73.5% | Reduced |
| Aquatic Capital Management LLC | 31,300 | $14.8M | 0.92% | +3,200+11.4% | Added |
| Neville Rodie & Shaw Inc | 31,204 | $14.7M | 1.34% | −2,913−8.5% | Reduced |
| Unigestion Holding SA | 31,326 | $14.7M | 0.80% | +19,236+159.1% | Added |
| King Luther Capital Management Corp | 31,144 | $14.7M | 0.08% | +331+1.1% | Added |
| Cardinal Capital Management, Inc. | 31,104 | $14.7M | 0.80% | −160−0.5% | Reduced |
| Terry L. Blaker | 30,951 | $14.6M | 1.30% | +926+3.1% | Added |
| Girard Partners Ltd. | 30,946 | $14.6M | 1.62% | +1,330+4.5% | Added |