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 |
|---|---|---|---|---|---|
| Motley Fool Asset Management LLC | 22,131 | $10.5M | 1.16% | −355−1.6% | Reduced |
| Somerville Kurt F | 22,101 | $10.4M | 1.90% | +590+2.7% | Added |
| Stonebridge Capital Advisors LLC | 21,946 | $10.4M | 1.18% | +159+0.7% | Added |
| CX Institutional | 21,064 | $10.3M | 0.55% | +9,467+81.6% | Added |
| Leavell Investment Management, Inc. | 21,746 | $10.3M | 0.73% | +20+0.1% | Added |
| Hudson Valley Investment Advisors Inc | 21,651 | $10.2M | 1.43% | −1,451−6.3% | Reduced |
| WoodTrust Financial Corp | 21,525 | $10.2M | 1.97% | +513+2.4% | Added |
| Coldstream Capital Management Inc | 21,497 | $10.2M | 0.34% | +922+4.5% | Added |
| American National Bank | 21,467 | $10.1M | 1.87% | +1,014+5.0% | Added |
| Tradewinds, LLC. | 21,400 | $10.1M | 6.13% | +21,400 | New |
| Berger Financial Group, Inc | 21,282 | $10.1M | 1.21% | +726+3.5% | Added |
| Night Owl Capital Management, LLC | 21,150 | $10.0M | 3.61% | +21,150 | New |
| Signaturefd, LLC | 21,046 | $9.95M | 0.27% | +150+0.7% | Added |
| Two Sigma Securities, LLC | 21,045 | $9.95M | 0.82% | +20,231+2,485.4% | Added |
| Itau Unibanco Holding S.A. | 21,002 | $9.93M | 0.50% | +19,912+1,826.8% | Added |
| Wolverine Asset Management LLC | 20,973 | $9.91M | 0.18% | +20,546+4,811.7% | Added |
| Scholtz & Company, LLC | 20,851 | $9.85M | 7.04% | −3,250−13.5% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 20,660 | $9.76M | 2.34% | +293+1.4% | Added |
| Dakota Wealth Management | 20,518 | $9.70M | 0.65% | −14,608−41.6% | Reduced |
| Advisory Services Network, LLC | 20,385 | $9.63M | 0.27% | +1,063+5.5% | Added |
| Central Bank & Trust Co | 20,354 | $9.62M | 1.71% | −877−4.1% | Reduced |
| Covington Investment Advisors Inc. | 20,342 | $9.61M | 2.11% | −110−0.5% | Reduced |
| Caldwell Trust Co | 20,287 | $9.59M | 1.33% | −63−0.3% | Reduced |
| Princeton Global Asset Management LLC | 20,253 | $9.57M | 2.75% | +1,364+7.2% | Added |
| Greenwich Wealth Management LLC | 20,246 | $9.57M | 1.04% | −237−1.2% | Reduced |
| Guardian Capital Advisors LP | 18,324 | $9.55M | 1.10% | +2,630+16.8% | Added |
| Strong Tower Advisory Services | 20,138 | $9.52M | 5.02% | +64+0.3% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $9.51M | 8.90% | 00.0% | Unchanged |
| WESPAC Advisors SoCal, LLC | 19,968 | $9.44M | 3.26% | +495+2.5% | Added |
| Richard Bernstein Advisors LLC | 19,890 | $9.40M | 0.20% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 19,792 | $9.35M | 0.82% | +1,498+8.2% | Added |
| Cary Street Partner Investment Advisory LLC | 19,744 | $9.33M | 0.67% | −502−2.5% | Reduced |
| Zions Bancorporation, N.A. | 19,741 | $9.33M | 0.80% | +1,730+9.6% | Added |
| Advanced Asset Management Advisors Inc | 19,740 | $9.33M | 2.27% | +85+0.4% | Added |
| American Trust | 19,688 | $9.30M | 0.65% | +1,528+8.4% | Added |
| Texas Capital Bank Wealth Management Services Inc | 19,566 | $9.25M | 1.07% | −654−3.2% | Reduced |
| Lincoln Capital Corp | 19,565 | $9.25M | 5.36% | +466+2.4% | Added |
| Weiss Multi-Strategy Advisers LLC | 19,494 | $9.21M | 0.23% | +19,494 | New |
| Sigma Planning Corp | 19,469 | $9.20M | 0.31% | −8,587−30.6% | Reduced |
| Polar Capital Holdings Plc | 19,457 | $9.20M | 0.07% | −93,988−82.8% | Reduced |
| First Citizens Bank & Trust Co | 19,423 | $9.18M | 0.18% | +450+2.4% | Added |
| Elk River Wealth Management, LLC | 19,401 | $9.17M | 2.08% | +1,325+7.3% | Added |
| Apollon Wealth Management, LLC | 19,400 | $9.17M | 0.56% | −571−2.9% | Reduced |
| Great Waters Wealth Management | 18,914 | $9.15M | 1.93% | −223−1.2% | Reduced |
| Motco | 19,363 | $9.15M | 0.62% | −428−2.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 19,343 | $9.14M | 1.59% | +285+1.5% | Added |
| TCTC Holdings, LLC | 19,317 | $9.13M | 0.37% | +2,554+15.2% | Added |
| Toth Financial Advisory Corp | 19,279 | $9.11M | 1.42% | −315−1.6% | Reduced |
| Axxcess Wealth Management, LLC | 19,246 | $9.10M | 0.72% | −343−1.8% | Reduced |
| SYSTM Wealth Solutions LLC | 19,137 | $9.04M | 1.39% | −3,804−16.6% | Reduced |
| Primecap Management Co | 19,084 | $9.02M | 0.01% | +3,050+19.0% | Added |
| Fragasso Group Inc. | 19,000 | $8.98M | 1.02% | +308+1.6% | Added |
| Profund Advisors LLC | 18,839 | $8.90M | 0.55% | −581−3.0% | Reduced |
| Compagnie Lombard Odier SCmA | 18,837 | $8.90M | 0.22% | −20,963−52.7% | Reduced |
| Wedge Capital Management L L P | 18,831 | $8.90M | 0.15% | +5,394+40.1% | Added |
| Tiger Management L.L.C. | 18,800 | $8.88M | 5.34% | 00.0% | Unchanged |
| First Hawaiian Bank | 18,796 | $8.88M | 0.30% | −1,513−7.4% | Reduced |
| Estabrook Capital Management | 18,723 | $8.85M | 1.54% | −67−0.4% | Reduced |
| KCM Investment Advisors LLC | 18,675 | $8.83M | 0.36% | −1,697−8.3% | Reduced |
| Telemus Capital, LLC | 18,581 | $8.78M | 0.77% | −99−0.5% | Reduced |
| Alps Advisors Inc | 18,552 | $8.77M | 0.08% | −2,282−11.0% | Reduced |
| Wright Investors Service Inc | 18,516 | $8.75M | 2.49% | +3,457+23.0% | Added |
| Venture Visionary Partners LLC | 18,440 | $8.72M | 0.55% | +1,301+7.6% | Added |
| First National Bank of Omaha | 18,423 | $8.71M | 0.53% | −557−2.9% | Reduced |
| Ostrum Asset Management | 18,385 | $8.69M | 0.76% | +18,385 | New |
| Jones Financial Companies LLLP | 18,337 | $8.67M | 0.01% | +1,140+6.6% | Added |
| Ascent Group, LLC | 18,252 | $8.63M | 0.92% | +1,396+8.3% | Added |
| Forbes J M & Co LLP | 18,144 | $8.57M | 1.17% | −10,452−36.6% | Reduced |
| Consolidated Planning Corp | 18,037 | $8.52M | 2.21% | +762+4.4% | Added |
| Evoke Wealth, LLC | 18,018 | $8.52M | 0.31% | −291−1.6% | Reduced |
| Kingsview Wealth Management, LLC | 17,963 | $8.49M | 0.36% | +6,004+50.2% | Added |
| Security National Bank | 17,948 | $8.48M | 2.26% | −1,303−6.8% | Reduced |
| AlphaStar Capital Management, LLC | 16,597 | $8.48M | 0.72% | +5,530+50.0% | Added |
| MainStreet Investment Advisors LLC | 17,844 | $8.43M | 0.93% | +191+1.1% | Added |
| Sumitomo Life Insurance Co | 17,833 | $8.43M | 0.71% | +208+1.2% | Added |
| RiverFront Investment Group, LLC | 17,762 | $8.39M | 0.30% | +266+1.5% | Added |
| Burt Wealth Advisors | 17,733 | $8.38M | 2.60% | −246−1.4% | Reduced |
| Avitas Wealth Management LLC | 17,707 | $8.37M | 1.64% | −130−0.7% | Reduced |
| Evexia Wealth LLC | 17,020 | $8.34M | 4.50% | +17,020 | New |
| Farmers & Merchants Trust Co of Long Beach | 17,605 | $8.32M | 2.31% | −613−3.4% | Reduced |
| Schnieders Capital Management LLC | 17,604 | $8.32M | 1.87% | +175+1.0% | Added |
| Consolidated Investment Group LLC | 17,600 | $8.32M | 1.63% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 17,537 | $8.29M | 0.61% | −54−0.3% | Reduced |
| Sivik Global Healthcare LLC | 17,500 | $8.27M | 3.56% | +9,500+118.8% | Added |
| Ninety One SA (PTY) Ltd | 17,415 | $8.24M | 2.09% | −497−2.8% | Reduced |
| Morse Asset Management, Inc | 17,395 | $8.22M | 2.78% | −4,698−21.3% | Reduced |
| Kesler, Norman & Wride, LLC | 17,298 | $8.18M | 2.06% | +350+2.1% | Added |
| Woodmont Investment Counsel LLC | 17,286 | $8.17M | 0.88% | +1,096+6.8% | Added |
| Boston Financial Mangement LLC | 17,282 | $8.17M | 0.32% | −381−2.2% | Reduced |
| Goelzer Investment Management, Inc. | 17,238 | $8.15M | 0.71% | −4,977−22.4% | Reduced |
| Trust Co of Vermont | 17,233 | $8.14M | 0.57% | +2,687+18.5% | Added |
| Foundations Investment Advisors, LLC | 17,199 | $8.13M | 0.29% | +78+0.5% | Added |
| Stonegate Investment Group, LLC | 17,162 | $8.11M | 0.30% | +1,273+8.0% | Added |
| Citizens National Bank Trust Department | 17,133 | $8.10M | 2.25% | −50.0% | Reduced |
| Moody National Bank Trust Division | 17,109 | $8.09M | 0.69% | +92+0.5% | Added |
| Mitchell Capital Management Co | 17,085 | $8.07M | 2.00% | +5,304+45.0% | Added |
| Innovis Asset Management LLC | 17,078 | $8.07M | 3.27% | −435−2.5% | Reduced |
| Chronos Wealth Management, LLC | 17,045 | $8.06M | 6.05% | −58−0.3% | Reduced |
| Credit Agricole S A | 16,910 | $7.99M | 0.34% | −17,913−51.4% | Reduced |
| Stolper Co | 16,874 | $7.97M | 3.42% | −16−0.1% | Reduced |