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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.

Q2 2023 vs. Q1 2023

How the institutions holding UnitedHealth Group Inc changed between Q1 2023 and Q2 2023.

All holders in Q2 2023All holders in Q1 2023

13F holders of UNH: Q1 2023 compared with Q2 2023
MeasureQ1 2023Of which not filed for Q2 2023Q2 2023Change
Holders3,114243,136+46
Shares879.0M357.5K808.2M−70.5M (−8.0%)
Value$383.6B$167.9M$388.4B+$4.95B (+1.3%)

24 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (168)

Institutions that held UnitedHealth Group Inc at the end of Q2 2023 but not at the end of Q1 2023.

Showing the largest 100 of 168 by value.

Institutions new to UNH in Q2 2023
InstitutionSharesValue% of portfolio
Mn Services Vermogensbeheer B.V.320,900$154.2M1.44%
iA Global Asset Management Inc.186,265$89.5M2.37%
UniSuper Management Pty Ltd148,693$71.5M0.81%
Clal Insurance Enterprises Holdings Ltd61,500$29.6M0.35%
Alyeska Investment Group, L.P.50,000$24.0M0.18%
Employees Provident Fund Board47,921$23.0M0.55%
Clear Street LLC30,000$14.4M0.34%
Muhlenkamp & Co Inc24,730$11.9M4.21%
Efg Capital International Corp.24,338$11.7M2.71%
Cna Financial Corp21,500$10.3M6.21%
Loews Corp21,500$10.3M0.11%
St Germain D J Co Inc20,989$10.1M0.53%
EA Series Trust16,668$8.01M0.28%
Jackson Wealth Management, LLC14,703$7.07M1.04%
Sander Capital Advisors Inc13,894$6.68M3.65%
Wesleyan Assurance Society13,100$6.29M0.67%
Nemes Rush Group LLC13,041$6.27M1.11%
Houlihan Financial Resource Group, Ltd.12,219$5.97M0.19%
Clio Asset Management LLC12,038$5.79M5.36%
Portside Wealth Group, LLC10,892$5.24M0.97%
Fairhaven Wealth Management, LLC10,376$4.99M1.91%
JS Capital Management LLC10,000$4.81M0.63%
Maxi Investments CY Ltd10,000$4.81M3.44%
Covea Finance9,100$4.37M0.24%
Kennedy Capital Management, Inc.7,137$3.43M0.08%
Matrix Asset Advisors Inc7,058$3.39M0.47%
Wintrust Investments LLC6,371$3.06M0.31%
Campbell Capital Management Inc6,070$2.92M1.64%
Y-Intercept (Hong Kong) Ltd6,031$2.90M0.31%
Neo Ivy Capital Management5,727$2.75M1.45%
Commonwealth Retirement Investments LLC5,654$2.72M1.52%
Ergoteles LLC5,497$2.64M0.13%
Second Half Financial Partners, LLC5,439$2.61M0.60%
Coronation Fund Managers Ltd.5,161$2.48M0.07%
Otter Creek Advisors, LLC5,000$2.40M2.09%
Moser Wealth Advisors, LLC4,940$2.37M1.60%
Kingswood Wealth Advisors, LLC4,671$2.25M0.72%
Stableford Capital II LLC3,953$1.99M0.88%
Lincluden Management Ltd4,126$1.98M0.23%
Cynosure Management, LLC3,761$1.81M0.54%
Radnor Capital Management, LLC3,734$1.79M0.77%
Schonfeld Strategic Advisors LLC3,416$1.64M0.01%
PFW Advisors LLC3,214$1.63M0.54%
CenterStar Asset Management, LLC3,306$1.59M1.44%
Paloma Partners Management Co3,270$1.57M0.36%
Caas Capital Management LP3,220$1.55M0.74%
Ally Financial Inc.3,000$1.44M0.20%
Cypress Capital, LLC2,940$1.41M0.41%
Prevail Innovative Wealth Advisors, LLC2,935$1.41M0.77%
BlueCrest Capital Management Ltd2,715$1.30M0.17%
Kingdom Financial Group LLC.2,695$1.30M1.27%
Invenio Wealth Partners LLC2,617$1.26M1.43%
Capital Market Strategies LLC2,461$1.18M1.09%
Corundum Trust Company, INC2,305$1.11M3.03%
Edentree Asset Management Ltd2,250$1.08M0.37%
Snider Financial Group2,186$1.05M0.50%
Wallace Capital Management Inc.2,150$1.03M0.16%
Alphadyne Asset Management LP2,144$1.03M3.15%
Maven Securities LTD2,139$1.03M0.15%
Keystone Financial Group2,044$982.5K0.17%
ORG Partners LLC1,969$943.0K0.15%
Palumbo Wealth Management LLC1,957$940.8K0.58%
V-Square Quantitative Management LLC1,825$877.2K0.64%
Marotta Asset Management1,634$785.4K0.18%
Heritage Wealth Partners, LLC1,590$764.1K0.45%
Guidance Capital, Inc1,462$742.7K0.32%
RAM Investment Partners, LLC1,543$741.5K0.31%
Invesco, LLC1,475$708.9K0.35%
Arbor Trust Wealth Advisors, LLC1,449$696.5K0.44%
Claris Advisors, LLC1,429$686.8K0.48%
Van Den Berg Management I, Inc1,401$673.4K0.24%
Caxton Associates LP1,387$666.6K0.10%
Sanders Morris Harris LLC1,338$639.9K0.14%
Gladius Capital Management LP1,320$634.4K0.32%
Ar Asset Management Inc1,300$625.0K0.17%
CoreCap Advisors, LLC1,300$624.8K0.04%
Seven Mile Advisory1,281$615.7K0.72%
Sherbrooke Park Advisers LLC1,200$576.8K0.30%
Arcataur Capital Management LLC1,110$533.5K0.22%
Westwood Management Corp1,100$529.0K0.07%
Harvey Capital Management Inc1,066$512.4K0.19%
MEMBERS Trust Co1,034$497.0K0.01%
Core Wealth Partners LLC1,022$491.2K0.45%
Golden Green, Inc.1,002$481.6K0.52%
Ipswich Investment Management Co., Inc.1,000$480.6K0.13%
Quinn Opportunity Partners LLC1,000$480.6K0.07%
Palmer Knight Co963$462.9K0.28%
Security National Bank of So Dak936$449.9K0.32%
Cornerstone Capital, Inc.935$449.4K0.05%
Apella Capital, LLC921$442.7K0.03%
Values Added Financial LLC915$439.8K0.41%
Michael S. Ryan, Inc.857$409.5K0.38%
Caerus Investment Advisors, LLC808$388.4K0.44%
Lazari Capital Management, Inc.802$385.5K0.22%
Rench Wealth Management, Inc.792$380.7K0.17%
Donoghue Forlines LLC788$378.7K0.12%
Exchange Bank785$377.3K0.36%
Summit Financial Strategies, Inc.777$373.4K0.07%
Kapitalo Investimentos Ltda773$371.5K0.07%
Atlas Private Wealth Advisors730$350.8K0.07%

Sold out (122)

Institutions that held UnitedHealth Group Inc at the end of Q1 2023 and filed for Q2 2023 without it.

Showing the largest 100 of 122 by value.

Institutions that sold out of UNH in Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Renaissance Technologies LLC1,450,933$685.7M
Alphinity Investment Management Pty Ltd362,867$171.5M
Third Point LLCSuperinvestorThird Point335,000$158.3M
Steadfast Capital Management LP147,957$69.9M
Egerton Capital (UK) LLP89,364$42.2M
Iron Triangle Partners LP80,000$37.8M
Simplex Trading, LLC52,281$24.7M
Park West Asset Management LLC52,200$24.7M
Davidson Kempner Capital Management LP50,000$23.6M
Point72 Middle East FZE48,761$23.0M
Glenview Capital Management, LLC36,716$17.4M
Twinbeech Capital LP34,870$16.5M
Summit Partners Public Asset Management, LLC28,583$13.5M
Clearline Capital LP28,001$13.2M
Engine No. 1 LLC27,390$12.9M
Engle Capital Management, L.P.27,000$12.8M
Churchill Management Corp24,859$11.7M
Two Sigma Securities, LLC21,045$9.95M
Wolverine Asset Management LLC20,973$9.91M
Weiss Multi-Strategy Advisers LLC19,494$9.21M
Polar Capital Holdings Plc19,457$9.20M
Tiger Management L.L.C.18,800$8.88M
Private Advisory Group LLC13,096$6.19M
Mirabella Financial Services LLP366,300$5.98M
IMC-Chicago, LLC11,587$5.48M
Duality Advisers, LP10,307$4.87M
Cutler Group LP7,307$3.45M
Landscape Capital Management, L.L.C.7,020$3.32M
BNC Wealth Management, LLC7,005$3.31M
Gsa Capital Partners LLP6,394$3.02M
Morgens Waterfall Vintiadis & Co Inc197,000$2.97M
Mount Lucas Management LP6,022$2.85M
Magnetar Financial LLC5,829$2.75M
Capstone Investment Advisors, LLC5,782$2.73M
G&S Capital LLC5,625$2.66M
Investment Management Corp of Ontario4,842$2.29M
Virtu Financial LLC4,567$2.16M
Certified Advisory Corp4,564$2.16M
Krilogy Financial LLC4,486$2.12M
Brendel Financial Advisors LLC4,218$1.99M
Royal Harbor Partners, LLC4,157$1.96M
TKG Advisors, LLC3,828$1.81M
IFG Advisory, LLC3,798$1.80M
FOCUS Wealth Advisors, LLC3,660$1.73M
Legacy Capital Wealth Partners, LLC3,438$1.62M
Geneva Partners, LLC3,199$1.51M
Jacobs Levy Equity Management, Inc3,115$1.47M
Accuvest Global Advisors2,973$1.41M
QP Wealth Management, LLC2,557$1.21M
Versor Investments LP2,180$1.03M
Dynamic Technology Lab Private Ltd2,167$1.02M
Teza Capital Management LLC2,055$971.2K
Carmignac Gestion2,000$945.2K
Biltmore Family Office, LLC1,689$798.2K
Capital Advisory Group Advisory Services, LLC1,654$781.7K
Providence First Trust Co1,628$769.4K
Magnolia Capital Advisors LLC1,605$758.6K
LifePro Asset Management1,354$717.9K
Beck Capital Management, LLC1,447$683.9K
Compton Capital Management Inc1,415$668.7K
Boulder Hill Capital Management LP1,200$567.1K
Financial Consulate, Inc1,086$513.2K
Iams Wealth Management, LLC1,089$511.8K
Vetamer Capital Management, L.P.1,039$491.0K
Guardian Financial Partners, LLC1,020$482.2K
Moore Capital Management, LP1,000$472.6K
Corrado Advisors, LLC991$468.3K
Asset Allocation & Management Company, LLC981$464.0K
Gilbert & Cook, Inc.960$453.7K
Blueshift Asset Management, LLC928$438.6K
Litman Gregory Asset Management LLC869$410.5K
Cohen & Steers, Inc.865$409.0K
Contravisory Investment Management, Inc.834$394.1K
Requisite Capital Management, LLC828$391.3K
Milestone Investment Advisors LLC811$383.3K
Curated Wealth Partners LLC736$347.8K
Anfield Capital Management, LLC719$339.8K
Connacht Asset Management LP701$331.3K
Hirtle Callaghan & Co LLC647$305.8K
HCR Wealth Advisors640$302.5K
Delta Investment Management, LLC635$300.0K
Well Done, LLC591$279.3K
Empirical Asset Management, LLC588$277.8K
Essex LLC520$275.7K
Blueprint Investment Partners LLC562$265.6K
Atom Investors LP556$262.8K
WMG Financial Advisors, LLC480$257.6K
Sutton Place Investors LLC521$246.2K
Stony Point Wealth Management Inc.521$246.1K
AlphaCentric Advisors LLC520$245.7K
Kessler Investment Group, LLC510$241.0K
ForthRight Wealth Management, LLC491$232.0K
United Capital Management of KS, Inc.462$218.2K
Sage Investment Advisers LLC457$216.0K
Cardinal Point Capital Management, ULC457$216.0K
Pacific Capital Wealth Advisors, Inc453$214.1K
Integral Investment Advisors, Inc.451$213.2K
Monticello Wealth Management, LLC401$212.6K
Harbor Group, Inc.441$208.2K
Burns Matteson Capital Management, LLC440$208.1K

Not filed for Q2 2023 yet (24)

Institutions that held UnitedHealth Group Inc at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UNH in Q1 2023 that haven't filed for Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Avalon Investment & Advisory166,793$78.8M
Davidson Kempner Partners50,000$23.6M
HighTower Trust Services, LTA34,426$15.8M
Parsec Financial Management, Inc.31,451$14.9M
Stonnington Group, LLC23,188$12.2M
Ibex Wealth Advisors13,766$6.51M
Pathway Financial Advisers, LLC6,622$3.13M
LeJeune Puetz Investment Counsel LLC3,540$1.67M
Domani Wealth, LLC3,382$1.60M
HNP Capital LLC3,024$1.43M
Householder Group Estate & Retirement Specialist, LLC2,947$1.39M
Investment Management of Virginia LLC2,850$1.35M
Cerro Pacific Wealth Advisors LLC2,108$996.4K
Asset Management Corp1,929$911.6K
Altman Advisors, Inc.2,607$606.7K
Stillwater Investment Management, LLC1,053$497.7K
Old Port Advisors897$467.3K
Barber Financial Group, Inc.908$429.0K
Catalyst Wealth Management, LLC785$371.0K
Coppell Advisory Solutions Corp.788$370.4K
True Capital Management584$275.9K
Andesa Financial Management Inc.3,317$273.6K
Ahrens Investment Partners LLC447$211.1K
Baldrige Asset Management LLC130$61.0K