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, Q2 2023
Institutional positions in UnitedHealth Group Inc as of Jun 30, 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
- 3,136
- +46 vs. Q1 2023
- Shares held
- 808.2M
- −70.5M (−8.0%) vs. Q1 2023
- Total value
- $388.4B
- +$4.95B (+1.3%) vs. Q1 2023
- New holders
- 168
- 1,451 more added
- Sold out
- 122
- 1,180 more reduced
24 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Affirmative Financial Network | 1,427 | $685.9K | 0.68% | −39−2.7% | Reduced |
| V Wealth Advisors LLC | 1,429 | $686.7K | 0.12% | −10−0.7% | Reduced |
| Castle Wealth Management LLC | 1,429 | $686.8K | 0.48% | +23+1.6% | Added |
| Claris Advisors, LLC | 1,429 | $686.8K | 0.48% | +1,429 | New |
| Congress Park Capital LLC | 1,430 | $687.3K | 0.39% | +160+12.6% | Added |
| Salomon & Ludwin, LLC | 1,434 | $689.2K | 0.07% | +270+23.2% | Added |
| ODonnell Financial Services, LLC | 1,436 | $690.2K | 0.42% | −194−11.9% | Reduced |
| Source Financial Advisors LLC | 1,439 | $691.5K | 0.23% | +75+5.5% | Added |
| W.H. Cornerstone Investments Inc. | 1,440 | $692.0K | 0.62% | +164+12.9% | Added |
| Good Life Advisors, LLC | 1,445 | $694.4K | 0.08% | +204+16.4% | Added |
| Formidable Asset Management, LLC | 1,445 | $695.0K | 0.15% | 00.0% | Unchanged |
| Johnson & White Wealth Management, LLC | 1,445 | $695.0K | 0.95% | +17+1.2% | Added |
| SRN Advisors, LLC | 1,448 | $696.0K | 0.62% | −43−2.9% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 1,449 | $696.5K | 0.44% | +1,449 | New |
| Summit Place Financial Advisors, LLC | 1,462 | $702.7K | 0.46% | +45+3.2% | Added |
| First National Bank of South Miami | 1,470 | $706.5K | 0.57% | +76+5.5% | Added |
| Ballast Advisors LLC | 1,471 | $707.0K | 0.27% | −58−3.8% | Reduced |
| Childress Capital Advisors, LLC | 1,471 | $707.0K | 0.30% | −142−8.8% | Reduced |
| Edgestream Partners, L.P. | 1,475 | $708.9K | 0.06% | −364−19.8% | Reduced |
| Invesco, LLC | 1,475 | $708.9K | 0.35% | +1,475 | New |
| Clifford Group, LLC | 1,477 | $709.9K | 0.76% | +226+18.1% | Added |
| Avory & Company, LLC | 1,481 | $711.8K | 0.54% | −87−5.5% | Reduced |
| Interchange Capital Partners, LLC | 1,481 | $712.4K | 0.54% | −2,948−66.6% | Reduced |
| New Republic Capital, LLC | 1,483 | $712.8K | 0.50% | +129+9.5% | Added |
| CFS Investment Advisory Services, LLC | 1,488 | $715.0K | 0.09% | −111−6.9% | Reduced |
| Independent Solutions Wealth Management, LLC | 1,488 | $715.2K | 0.19% | −83−5.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,491 | $716.5K | 0.33% | −591−28.4% | Reduced |
| LVW Advisors, LLC | 1,491 | $716.7K | 0.14% | −877−37.0% | Reduced |
| Traynor Capital Management, Inc. | 1,493 | $717.8K | 0.09% | −108−6.7% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 1,500 | $721.0K | 0.46% | −2,500−62.5% | Reduced |
| Walker Asset Management, LLC | 1,500 | $721.1K | 0.60% | +5+0.3% | Added |
| Sunflower Bank, N.A. | 1,504 | $722.9K | 0.17% | +34+2.3% | Added |
| Delta Financial Group, Inc. | 1,503 | $723.0K | 0.85% | +683+83.3% | Added |
| Clear Street Markets LLC | 1,504 | $723.0K | 0.30% | +893+146.2% | Added |
| Insight Advisors, LLC | 1,506 | $723.8K | 0.16% | −2−0.1% | Reduced |
| Verum Partners LLC | 1,506 | $723.8K | 0.66% | +394+35.4% | Added |
| DT Investment Partners, LLC | 1,437 | $725.3K | 0.08% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,511 | $726.4K | 0.23% | +35+2.4% | Added |
| Beese Fulmer Investment Management, Inc. | 1,513 | $727.2K | 0.08% | −113−6.9% | Reduced |
| Arcus Capital Partners, LLC | 1,514 | $727.9K | 0.22% | +25+1.7% | Added |
| Jacobsen Capital Management | 1,516 | $728.6K | 0.38% | +19+1.3% | Added |
| Ssi Investment Management LLC | 1,517 | $729.1K | 0.05% | −275−15.3% | Reduced |
| Eudaimonia Advisors LLC | 1,521 | $731.1K | 0.49% | −92−5.7% | Reduced |
| Quantum Financial Advisors, LLC | 1,529 | $735.1K | 0.22% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 1,532 | $736.5K | 0.40% | −5−0.3% | Reduced |
| Consolidated Portfolio Review Corp | 1,537 | $738.9K | 0.18% | +23+1.5% | Added |
| Chicago Capital, LLC | 1,538 | $739.2K | 0.03% | −40,156−96.3% | Reduced |
| Twin Focus Capital Partners, LLC | 1,538 | $739.2K | 0.15% | −42−2.7% | Reduced |
| Lewis Capital Management, LLC | 1,540 | $740.2K | 1.06% | 00.0% | Unchanged |
| Sather Financial Group Inc | 1,540 | $740.2K | 0.06% | +11+0.7% | Added |
| RAM Investment Partners, LLC | 1,543 | $741.5K | 0.31% | +1,543 | New |
| Provence Wealth Management Group | 1,545 | $742.6K | 0.44% | −3−0.2% | Reduced |
| Guidance Capital, Inc | 1,462 | $742.7K | 0.32% | +1,462 | New |
| Parkside Investments, LLC | 1,546 | $743.2K | 0.14% | +200+14.9% | Added |
| LWMG, LLC | 1,548 | $744.0K | 0.21% | −8−0.5% | Reduced |
| TRUE Private Wealth Advisors | 1,550 | $744.9K | 0.11% | +52+3.5% | Added |
| Oldfather Financial Services, LLC | 1,557 | $748.4K | 0.37% | −6−0.4% | Reduced |
| PointState Capital LP | 1,559 | $749.3K | 0.03% | −212,021−99.3% | Reduced |
| 44 Wealth Management LLC | 1,560 | $749.8K | 0.26% | −34−2.1% | Reduced |
| Collective Family Office LLC | 1,560 | $749.8K | 0.29% | 00.0% | Unchanged |
| Columbus Macro, LLC | 1,553 | $754.7K | 0.30% | +520+50.3% | Added |
| Aspen Grove Capital, LLC | 1,576 | $757.5K | 0.25% | +662+72.4% | Added |
| Corton Capital Inc. | 1,576 | $757.5K | 0.36% | +720+84.1% | Added |
| Zimmermann Investment Management & Planning LLC | 1,577 | $757.8K | 0.35% | +176+12.6% | Added |
| Virtus ETF Advisers LLC | 1,585 | $761.8K | 0.45% | −242−13.2% | Reduced |
| Heritage Wealth Partners, LLC | 1,590 | $764.1K | 0.45% | +1,590 | New |
| Sunburst Financial Group, LLC | 1,590 | $764.2K | 0.27% | +44+2.8% | Added |
| Waddell & Associates, LLC | 1,596 | $767.3K | 0.11% | +13+0.8% | Added |
| 1st Source Bank | 1,597 | $767.6K | 0.05% | −50−3.0% | Reduced |
| Cape Investment Advisory, Inc. | 1,611 | $774.1K | 0.43% | −38−2.3% | Reduced |
| Integrated Investment Consultants, LLC | 1,611 | $774.4K | 0.25% | +196+13.9% | Added |
| Fort Point Capital Partners LLC | 1,614 | $775.8K | 0.12% | −63−3.8% | Reduced |
| WMS Partners, LLC | 1,623 | $780.1K | 0.06% | −31−1.9% | Reduced |
| First National Bank Sioux Falls | 1,625 | $781.0K | 0.50% | 00.0% | Unchanged |
| Cognios Beta Neutral Large Cap Fund, LP | 1,629 | $783.0K | 0.91% | −304−15.7% | Reduced |
| Marotta Asset Management | 1,634 | $785.4K | 0.18% | +1,634 | New |
| Hillsdale Investment Management Inc. | 1,637 | $786.8K | 0.07% | +20+1.2% | Added |
| Global Trust Asset Management, LLC | 1,642 | $789.1K | 0.35% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 1,646 | $791.3K | 0.20% | −84−4.9% | Reduced |
| WR Wealth Planners, LLC | 1,647 | $791.6K | 0.31% | +68+4.3% | Added |
| Thrive Wealth Management, LLC | 1,649 | $792.8K | 0.21% | +144+9.6% | Added |
| Copperleaf Capital, LLC | 1,650 | $793.0K | 0.74% | −576−25.9% | Reduced |
| Triad Financial Advisors, Inc. | 1,650 | $793.2K | 0.33% | −40−2.4% | Reduced |
| Okabena Investment Services Inc | 1,653 | $794.5K | 0.58% | +1,607+3,493.5% | Added |
| KG&L Capital Management,LLC | 1,655 | $795.5K | 0.38% | −200−10.8% | Reduced |
| Oxinas Partners Wealth Management LLC | 1,658 | $797.1K | 0.52% | −20−1.2% | Reduced |
| Teamwork Financial Advisors, LLC | 1,659 | $797.2K | 0.13% | −2,586−60.9% | Reduced |
| Argus Investors' Counsel, Inc. | 1,659 | $797.5K | 0.55% | −11−0.7% | Reduced |
| Trustmark National Bank Trust Department | 1,660 | $797.9K | 0.07% | −921−35.7% | Reduced |
| Stephenson National Bank & Trust | 1,660 | $797.9K | 0.44% | +6+0.4% | Added |
| WealthBridge Capital Management, LLC | 1,665 | $800.4K | 0.32% | +62+3.9% | Added |
| Global Assets Advisory, LLC | 1,666 | $800.7K | 0.73% | −5−0.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,680 | $801.0K | 0.02% | +1,155+220.0% | Added |
| ICW Investment Advisors LLC | 1,668 | $801.6K | 0.43% | +110+7.1% | Added |
| Steward Financial Group LLC | 1,672 | $803.0K | 0.26% | +10+0.6% | Added |
| SRS Capital Advisors, Inc. | 1,674 | $804.7K | 0.10% | +61+3.8% | Added |
| Texas Capital Bancshares Inc | 1,676 | $805.6K | 0.45% | −36−2.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 1,677 | $806.0K | 0.11% | +13+0.8% | Added |
| MV Capital Management, Inc. | 1,683 | $808.9K | 0.11% | +23+1.4% | Added |
| TCI Wealth Advisors, Inc. | 1,692 | $813.2K | 0.10% | −89−5.0% | Reduced |