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 |
|---|---|---|---|---|---|
| Astoria Portfolio Advisors LLC. | 1,823 | $816.3K | 0.32% | +202+12.5% | Added |
| Birinyi Associates Inc | 1,700 | $817.0K | 0.30% | −800−32.0% | Reduced |
| Avidian Wealth Solutions, LLC | 1,705 | $819.7K | 0.05% | −2,377−58.2% | Reduced |
| Vigilare Wealth Management | 1,709 | $821.4K | 0.47% | −367−17.7% | Reduced |
| First Western Trust Bank | 1,710 | $821.9K | 0.04% | −11−0.6% | Reduced |
| Buffington Mohr McNeal | 1,713 | $823.5K | 0.18% | −121−6.6% | Reduced |
| Oxford Financial Group Ltd | 1,714 | $823.8K | 0.08% | +1,014+144.9% | Added |
| Summit Wealth Group, LLC | 1,718 | $826.0K | 0.33% | −810,192−99.8% | Reduced |
| Amarillo National Bank | 1,723 | $828.1K | 0.16% | −5−0.3% | Reduced |
| Jeppson Wealth Management, LLC | 1,723 | $828.2K | 0.36% | 00.0% | Unchanged |
| Heron Bay Capital Management | 1,725 | $829.1K | 0.23% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 1,731 | $832.0K | 0.19% | 00.0% | Unchanged |
| TCM Advisors, LLC | – | $832.9K | 0.36% | – | – |
| ICICI Prudential Asset Management Co Ltd | 1,735 | $833.9K | 0.11% | −1,790−50.8% | Reduced |
| Atlas Brown,Inc. | 1,739 | $835.8K | 0.37% | −297−14.6% | Reduced |
| Buckingham Strategic Partners | 1,741 | $837.1K | 0.05% | −36−2.0% | Reduced |
| Intellectus Partners, LLC | 1,742 | $837.4K | 0.25% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 1,743 | $837.8K | 0.38% | −122−6.5% | Reduced |
| E Fund Management Co., Ltd. | 1,745 | $839.0K | 0.07% | −205−10.5% | Reduced |
| Pointe Capital Management LLC | 1,750 | $841.1K | 0.64% | +15+0.9% | Added |
| Aveo Capital Partners, LLC | 1,754 | $843.2K | 0.11% | +118+7.2% | Added |
| DAGCO, Inc. | 1,756 | $844.2K | 0.42% | −40−2.2% | Reduced |
| Chapin Davis, Inc. | 1,757 | $844.7K | 0.40% | +28+1.6% | Added |
| Kellett Schaffner Wealth Advisors LLC | 1,760 | $845.9K | 0.77% | 00.0% | Unchanged |
| Camden National Bank | 1,761 | $846.4K | 0.17% | +120+7.3% | Added |
| Breakwater Capital Group | 1,765 | $848.3K | 0.31% | +66+3.9% | Added |
| Legacy Capital Group California, Inc. | 1,767 | $849.3K | 0.35% | +41+2.4% | Added |
| Summit Wealth Partners, LLC | 1,768 | $849.8K | 0.21% | −691−28.1% | Reduced |
| Gould Asset Management LLC | 1,768 | $849.8K | 0.24% | −125−6.6% | Reduced |
| Capital Advisors Wealth Management, LLC | 1,773 | $852.1K | 0.22% | +135+8.2% | Added |
| Fortitude Advisory Group L.L.C. | 1,774 | $852.7K | 0.63% | −14−0.8% | Reduced |
| Sonoma Private Wealth LLC | 1,777 | $854.1K | 1.49% | −18−1.0% | Reduced |
| Cannell Peter B & Co Inc | 1,780 | $855.5K | 0.03% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 1,780 | $855.6K | 0.29% | −37−2.0% | Reduced |
| WealthTrust Axiom LLC | 1,781 | $856.0K | 0.28% | +25+1.4% | Added |
| Imprint Wealth LLC | 1,716 | $856.7K | 0.54% | +460+36.6% | Added |
| Cornerstone Wealth Management, LLC | 1,788 | $859.2K | 0.08% | +214+13.6% | Added |
| Angeles Wealth Management, LLC | 1,789 | $859.9K | 0.12% | −266−12.9% | Reduced |
| White Pine Capital LLC | 1,790 | $860.3K | 0.32% | +417+30.4% | Added |
| Stelac Advisory Services LLC | 1,792 | $861.3K | 0.38% | −134−7.0% | Reduced |
| DCM Advisors, LLC | 1,793 | $862.0K | 0.37% | +253+16.4% | Added |
| Riverpark Capital Management LLC | 1,794 | $862.3K | 1.53% | +732+68.9% | Added |
| Ignite Planners, LLC | 1,868 | $862.4K | 0.33% | −291−13.5% | Reduced |
| Asset Management Group, Inc. | 1,796 | $863.4K | 0.18% | +61+3.5% | Added |
| Ambassador Advisors, LLC | 1,704 | $865.5K | 0.20% | +221+14.9% | Added |
| Phocas Financial Corp. | 1,805 | $867.6K | 0.12% | +85+4.9% | Added |
| Callan Family Office, LLC | 1,806 | $868.0K | 0.23% | −2,539−58.4% | Reduced |
| First Pacific Financial | 1,807 | $868.6K | 0.37% | −2−0.1% | Reduced |
| Resolute Wealth Strategies, LLC | 1,808 | $869.0K | 0.67% | +43+2.4% | Added |
| Mosaic Family Wealth Partners, LLC | 1,809 | $869.3K | 0.17% | −3−0.2% | Reduced |
| First Pacific Advisors, LP | 1,810 | $870.0K | 0.01% | +300+19.9% | Added |
| West Paces Advisors Inc. | 1,811 | $870.4K | 0.26% | +3+0.2% | Added |
| Cookson Peirce & Co Inc | 1,814 | $872.0K | 0.05% | −29,507−94.2% | Reduced |
| Resonant Capital Advisors, LLC | 1,818 | $873.8K | 0.09% | +73+4.2% | Added |
| Alpha Family Trust | 1,820 | $874.8K | 0.61% | −95−5.0% | Reduced |
| Y.D. More Investments Ltd | 1,821 | $875.2K | 0.22% | +548+43.0% | Added |
| Paladin Advisory Group, LLC | 1,821 | $875.2K | 0.70% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 1,824 | $877.0K | 0.07% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 1,825 | $877.2K | 0.64% | +1,825 | New |
| MBM Wealth Consultants, LLC | 1,945 | $878.6K | 0.38% | +228+13.3% | Added |
| Aspen Wealth Strategies, LLC | 1,830 | $879.4K | 0.67% | +39+2.2% | Added |
| SMART Wealth LLC | 1,831 | $879.9K | 0.66% | −31−1.7% | Reduced |
| Northwest Bancshares, Inc. | 1,833 | $881.0K | 0.16% | +47+2.6% | Added |
| Tandem Investment Advisors, Inc. | 1,835 | $882.0K | 0.04% | −104−5.4% | Reduced |
| Western Financial Corp | 1,841 | $884.6K | 0.60% | −14−0.8% | Reduced |
| BSW Wealth Partners | 1,841 | $884.9K | 0.18% | +38+2.1% | Added |
| Colonial River Wealth Management, LLC | 1,845 | $886.8K | 0.58% | −380−17.1% | Reduced |
| GW Henssler & Associates Ltd | 1,845 | $886.8K | 0.06% | −42−2.2% | Reduced |
| Knights of Columbus Asset Advisors LLC | 1,857 | $892.6K | 0.08% | +47+2.6% | Added |
| Campion Asset Management LLC | 1,860 | $894.0K | 0.80% | −10−0.5% | Reduced |
| American State Bank (Iowa) | 1,861 | $894.5K | 0.62% | −194−9.4% | Reduced |
| Capula Management Ltd | 1,866 | $896.9K | 0.11% | −6,396−77.4% | Reduced |
| 1776 Wealth LLC | 1,866 | $896.9K | 0.47% | −101−5.1% | Reduced |
| Profit Investment Management, LLC | 1,869 | $898.3K | 0.58% | −27−1.4% | Reduced |
| Semus Wealth Partners LLC | 1,875 | $901.2K | 0.83% | +490+35.4% | Added |
| Convergence Investment Partners, LLC | 1,879 | $903.0K | 0.52% | −75−3.8% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,882 | $904.7K | 0.26% | −65−3.3% | Reduced |
| Ausdal Financial Partners, Inc. | 1,883 | $905.2K | 0.12% | −217−10.3% | Reduced |
| Prosperity Financial Group, Inc. | 1,886 | $906.5K | 0.80% | +87+4.8% | Added |
| Avalon Trust Co | 1,888 | $907.4K | 0.08% | 00.0% | Unchanged |
| Blodgett Wealth Advisors, LLC | 1,892 | $909.5K | 0.95% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 1,893 | $909.9K | 0.42% | +101+5.6% | Added |
| Caldwell Sutter Capital, Inc. | 1,898 | $912.3K | 0.48% | +638+50.6% | Added |
| Clarus Group, Inc. | 1,905 | $915.7K | 0.67% | +867+83.5% | Added |
| Professional Financial Advisors, LLC | 1,905 | $915.7K | 0.47% | −333−14.9% | Reduced |
| Virginia Wealth Management Group, Inc. | 1,906 | $916.0K | 0.63% | −12−0.6% | Reduced |
| Saxon Interests, Inc. | 1,910 | $918.2K | 0.49% | +5+0.3% | Added |
| JSF Financial, LLC | 1,913 | $919.3K | 0.33% | −84−4.2% | Reduced |
| Advisory Alpha, LLC | 1,913 | $919.6K | 0.05% | +403+26.7% | Added |
| Cooper Financial Group | 1,917 | $921.2K | 0.23% | +382+24.9% | Added |
| Garde Capital, Inc. | 1,919 | $922.0K | 0.08% | +1,000+108.8% | Added |
| Abacus Planning Group, Inc. | 1,923 | $924.3K | 0.22% | +6+0.3% | Added |
| Berkeley Capital Partners, LLC | 1,924 | $924.6K | 0.33% | −44−2.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 1,926 | $925.7K | 0.21% | +118+6.5% | Added |
| Islay Capital Management, LLC | 1,926 | $925.9K | 0.82% | 00.0% | Unchanged |
| Soundwatch Capital LLC | 1,901 | $928.1K | 0.24% | +88+4.9% | Added |
| My Personal CFO, LLC | 1,935 | $930.0K | 0.73% | −7−0.4% | Reduced |
| ICA Group Wealth Management, LLC | 1,937 | $930.8K | 0.23% | −1,459−43.0% | Reduced |
| ASB Consultores, LLC | 1,938 | $931.5K | 0.45% | +1+0.1% | Added |
| Bowman & Co S.C. | 1,937 | $933.4K | 0.71% | +52+2.8% | Added |