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 |
|---|---|---|---|---|---|
| Mark Sheptoff Financial Planning, LLC | 30,823 | $14.6M | 8.46% | −257−0.8% | Reduced |
| Madison Asset Management, LLC | 30,727 | $14.5M | 0.22% | −494−1.6% | Reduced |
| Lowe Brockenbrough & Co Inc | 30,412 | $14.4M | 1.16% | +92+0.3% | Added |
| Great Valley Advisor Group, Inc. | 30,375 | $14.4M | 0.67% | +2,891+10.5% | Added |
| Salem Investment Counselors Inc | 30,280 | $14.3M | 0.57% | −373−1.2% | Reduced |
| James Investment Research Inc | 30,230 | $14.3M | 1.89% | +202+0.7% | Added |
| Shelton Capital Management | 30,166 | $14.3M | 0.60% | +14,166+88.5% | Added |
| Wetherby Asset Management Inc | 30,160 | $14.3M | 0.84% | +3,655+13.8% | Added |
| Appleton Partners Inc | 30,027 | $14.2M | 1.26% | −218−0.7% | Reduced |
| Haverford Financial Services, Inc. | 30,002 | $14.2M | 4.43% | −79−0.3% | Reduced |
| Kornitzer Capital Management Inc | 29,865 | $14.1M | 0.28% | +80.0% | Added |
| WSFS Capital Management, LLC | 29,815 | $14.1M | 1.47% | +349+1.2% | Added |
| German American Bancorp, Inc. | 29,545 | $14.0M | 2.09% | −724−2.4% | Reduced |
| Eisler Capital (UK) Ltd. | 29,536 | $14.0M | 1.21% | +4,934+20.1% | Added |
| Curi Capital | 29,494 | $13.9M | 2.01% | −3,915−11.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 29,370 | $13.9M | 0.35% | +86+0.3% | Added |
| MBB Public Markets I LLC | 29,308 | $13.9M | 0.80% | +29,308 | New |
| Kestra Private Wealth Services, LLC | 29,040 | $13.7M | 0.55% | +9,906+51.8% | Added |
| Foyston, Gordon, & Payne Inc | 29,024 | $13.7M | 3.69% | −868−2.9% | Reduced |
| Middleton & Co Inc | 28,984 | $13.7M | 1.97% | −130.0% | Reduced |
| King Wealth | 28,919 | $13.7M | 3.02% | +1,561+5.7% | Added |
| CCM Investment Advisers LLC | 28,867 | $13.6M | 1.93% | +2,224+8.3% | Added |
| Argent Trust Co | 28,716 | $13.6M | 0.86% | +957+3.4% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 28,621 | $13.5M | 0.42% | +1,448+5.3% | Added |
| Summit Partners Public Asset Management, LLC | 28,583 | $13.5M | 0.76% | −20,847−42.2% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 28,514 | $13.5M | 0.47% | −1,095−3.7% | Reduced |
| Wedbush Securities Inc | 28,510 | $13.5M | 0.67% | +520+1.9% | Added |
| Resources Investment Advisors, LLC. | 28,245 | $13.3M | 0.31% | +5,155+22.3% | Added |
| Arnhold LLC | 28,087 | $13.3M | 1.51% | +8,094+40.5% | Added |
| Clearline Capital LP | 28,001 | $13.2M | 1.99% | +28,001 | New |
| Schmidt P J Investment Management Inc | 26,959 | $13.2M | 2.76% | +897+3.4% | Added |
| Annex Advisory Services, LLC | 27,855 | $13.2M | 0.71% | +16,015+135.3% | Added |
| Cohen Klingenstein LLC | 27,700 | $13.1M | 0.61% | 00.0% | Unchanged |
| Veritable, L.P. | 27,563 | $13.0M | 0.22% | +748+2.8% | Added |
| FORA Capital, LLC | 27,479 | $13.0M | 1.30% | +23,475+586.3% | Added |
| Bridgecreek Investment Management, LLC | 27,450 | $13.0M | 2.67% | −200−0.7% | Reduced |
| Engine No. 1 LLC | 27,390 | $12.9M | 6.07% | −8,210−23.1% | Reduced |
| Cresset Asset Management, LLC | 27,244 | $12.9M | 0.26% | −612−2.2% | Reduced |
| Clough Capital Partners L P | 27,132 | $12.8M | 1.38% | −17,789−39.6% | Reduced |
| Segment Wealth Management, LLC | 27,113 | $12.8M | 1.45% | +318+1.2% | Added |
| Engle Capital Management, L.P. | 27,000 | $12.8M | 4.18% | −24,000−47.1% | Reduced |
| Allworth Financial LP | 26,952 | $12.7M | 0.13% | −16−0.1% | Reduced |
| Trillium Asset Management, LLC | 26,089 | $12.7M | 0.37% | −377−1.4% | Reduced |
| Capital International Sarl | 26,867 | $12.7M | 0.64% | +14,838+123.4% | Added |
| Pioneer Trust Bank N A | 26,820 | $12.7M | 3.73% | −287−1.1% | Reduced |
| Level Four Advisory Services, LLC | 26,762 | $12.6M | 0.83% | −890−3.2% | Reduced |
| Logan Capital Management Inc | 26,700 | $12.6M | 0.61% | +100.0% | Added |
| Cullinan Associates Inc | 26,685 | $12.6M | 0.74% | +317+1.2% | Added |
| Torray LLC | 26,677 | $12.6M | 2.26% | +20.0% | Added |
| Quest Investment Management LLC | 26,666 | $12.6M | 1.73% | +1,537+6.1% | Added |
| Copeland Capital Management, LLC | 26,598 | $12.6M | 0.30% | −939−3.4% | Reduced |
| Comerica Securities,inc. | 26,460 | $12.5M | 0.91% | −487−1.8% | Reduced |
| Walleye Trading LLC | 26,209 | $12.4M | 0.44% | −47,897−64.6% | Reduced |
| Polaris Wealth Advisory Group, LLC | 26,194 | $12.4M | 0.91% | −1,321−4.8% | Reduced |
| Empirical Finance, LLC | 26,142 | $12.4M | 1.16% | +1,356+5.5% | Added |
| Sectoral Asset Management Inc | 26,075 | $12.3M | 2.37% | +800+3.2% | Added |
| Marks Group Wealth Management, Inc | 25,911 | $12.2M | 1.56% | +645+2.6% | Added |
| Stonnington Group, LLC | 23,188 | $12.2M | 3.18% | −1,581−6.4% | Reduced |
| Ameritas Investment Partners, Inc. | 25,551 | $12.1M | 0.48% | −1,356−5.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 25,545 | $12.1M | 1.06% | +1,657+6.9% | Added |
| Highlander Capital Management, LLC | 25,540 | $12.1M | 5.91% | +200+0.8% | Added |
| Connors Investor Services Inc | 25,518 | $12.1M | 1.42% | +146+0.6% | Added |
| Quantinno Capital Management LP | 25,340 | $12.0M | 0.79% | +3,815+17.7% | Added |
| TD Private Client Wealth LLC | 25,288 | $12.0M | 0.54% | −606−2.3% | Reduced |
| Addenda Capital Inc. | 25,273 | $11.9M | 0.49% | −358−1.4% | Reduced |
| Leuthold Group, LLC | 25,244 | $11.9M | 1.58% | −1,501−5.6% | Reduced |
| Tocqueville Asset Management L.P. | 25,224 | $11.9M | 0.23% | −589−2.3% | Reduced |
| Northern Oak Wealth Management Inc | 25,099 | $11.9M | 1.42% | +3,239+14.8% | Added |
| BerganKDV Wealth Management, LLC | 25,085 | $11.9M | 1.22% | −793−3.1% | Reduced |
| Horizon Investments, LLC | 25,014 | $11.8M | 0.35% | −11,811−32.1% | Reduced |
| Bright Rock Capital Management, LLC | 25,000 | $11.8M | 2.95% | 00.0% | Unchanged |
| Churchill Management Corp | 24,859 | $11.7M | 0.24% | −5,904−19.2% | Reduced |
| Meridian Wealth Management, LLC | 24,813 | $11.7M | 1.02% | +306+1.2% | Added |
| Prospera Financial Services Inc | 24,786 | $11.7M | 0.48% | +3,659+17.3% | Added |
| EFG Asset Management (Americas) Corp. | 24,719 | $11.7M | 2.79% | −848−3.3% | Reduced |
| Greenleaf Trust | 24,535 | $11.6M | 0.13% | +150+0.6% | Added |
| Smithbridge Asset Management Inc | 24,504 | $11.6M | 2.91% | +32+0.1% | Added |
| Buckingham Capital Management, Inc. | 24,446 | $11.6M | 1.85% | +508+2.1% | Added |
| Atlantic Union Bankshares Corp | 24,396 | $11.5M | 1.20% | −2,118−8.0% | Reduced |
| Heritage Trust Co | 24,359 | $11.5M | 1.81% | −218−0.9% | Reduced |
| Twin Capital Management Inc | 24,288 | $11.5M | 1.57% | −2,902−10.7% | Reduced |
| Grimes & Company, Inc. | 23,980 | $11.3M | 0.46% | +707+3.0% | Added |
| Venturi Wealth Management, LLC | 23,854 | $11.3M | 0.93% | −79−0.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 21,217 | $11.2M | 0.20% | 00.0% | Unchanged |
| Lockheed Martin Investment Management Co | 23,590 | $11.1M | 0.63% | −22,507−48.8% | Reduced |
| Gateway Wealth Partners, LLC | 23,307 | $11.0M | 1.69% | −372−1.6% | Reduced |
| Everence Capital Management Inc | 23,240 | $11.0M | 0.90% | −860−3.6% | Reduced |
| Coastline Trust Co | 23,171 | $11.0M | 1.62% | +1,010+4.6% | Added |
| Hyperion Capital Advisors LP | 23,032 | $10.9M | 5.23% | −3,133−12.0% | Reduced |
| Live Oak Private Wealth LLC | 22,866 | $10.8M | 2.23% | +859+3.9% | Added |
| Glenview Trust Co | 22,843 | $10.8M | 0.32% | +298+1.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 22,801 | $10.8M | 1.26% | +157+0.7% | Added |
| Janney Capital Management LLC | 22,790 | $10.8M | 0.81% | +5,430+31.3% | Added |
| Mission Wealth Management, LP | 22,671 | $10.7M | 0.45% | +466+2.1% | Added |
| Meiji Yasuda Life Insurance Co | 22,522 | $10.6M | 0.21% | −218−1.0% | Reduced |
| Kempen Capital Management N.V. | 22,511 | $10.6M | 0.20% | −961−4.1% | Reduced |
| Roundview Capital LLC | 22,328 | $10.6M | 1.10% | +514+2.4% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 22,219 | $10.5M | 0.54% | −2,003−8.3% | Reduced |
| Stock Yards Bank & Trust Co | 22,155 | $10.5M | 0.40% | −461−2.0% | Reduced |
| Advisory Research Inc | 22,138 | $10.5M | 1.72% | −18,290−45.2% | Reduced |