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 |
|---|---|---|---|---|---|
| IVC Wealth Advisors LLC | 1,944 | $934.3K | 0.59% | +40+2.1% | Added |
| Wall Street Access Asset Management, LLC | 1,951 | $937.7K | 0.54% | −23−1.2% | Reduced |
| Palumbo Wealth Management LLC | 1,957 | $940.8K | 0.58% | +1,957 | New |
| ORG Partners LLC | 1,969 | $943.0K | 0.15% | +1,969 | New |
| Evergreen Wealth Management, LLC | 1,972 | $947.8K | 0.74% | +242+14.0% | Added |
| Disciplined Equity Management, Inc. | 1,975 | $949.3K | 0.77% | −15−0.8% | Reduced |
| Presidio Capital Management, LLC | 1,977 | $950.2K | 0.76% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 1,977 | $950.2K | 0.67% | +84+4.4% | Added |
| Waterfront Wealth Inc. | 1,867 | $952.0K | 0.28% | +263+16.4% | Added |
| ExodusPoint Capital Management, LP | 1,983 | $953.0K | 0.01% | −4,232−68.1% | Reduced |
| American Money Management, LLC | 1,986 | $954.4K | 0.24% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 1,990 | $956.5K | 0.21% | +30+1.5% | Added |
| Symmetry Investments LP | 2,000 | $961.3K | 0.28% | −1,200−37.5% | Reduced |
| STAR Financial Bank | 2,004 | $963.2K | 0.90% | +6+0.3% | Added |
| Epic Trust Investment Advisors, LLC | 2,009 | $965.7K | 1.37% | −588−22.6% | Reduced |
| Texas Yale Capital Corp. | 2,015 | $968.5K | 0.05% | +50+2.5% | Added |
| Richard W. Paul & Associates, LLC | 2,022 | $971.9K | 0.42% | +61+3.1% | Added |
| First Capital Advisors Group, LLC. | 2,024 | $972.8K | 0.51% | −27−1.3% | Reduced |
| Eagle Strategies LLC | 2,035 | $978.4K | 0.24% | +12+0.6% | Added |
| McLean Asset Management Corp | 2,041 | $981.1K | 0.38% | +19+0.9% | Added |
| Keystone Financial Group | 2,044 | $982.5K | 0.17% | +2,044 | New |
| Destination Wealth Management | 2,048 | $984.4K | 0.04% | −3,037−59.7% | Reduced |
| RKL Wealth Management LLC | 2,052 | $986.3K | 0.12% | −294−12.5% | Reduced |
| RFP Financial Group LLC | 2,055 | $986.6K | 0.40% | +1,682+450.9% | Added |
| Washington Capital Management Inc | 2,053 | $986.8K | 0.84% | −545−21.0% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 2,053 | $986.8K | 0.00% | −100−4.6% | Reduced |
| DRW Securities, LLC | 2,058 | $989.0K | 0.08% | −2,024−49.6% | Reduced |
| SkyView Investment Advisors, LLC | 2,066 | $993.0K | 0.25% | −2,631−56.0% | Reduced |
| Castle Rock Wealth Management, LLC | 2,109 | $993.8K | 0.34% | +278+15.2% | Added |
| Lokken Investment Group LLC | 2,072 | $996.1K | 0.65% | +66+3.3% | Added |
| Clean Yield Group | 2,073 | $996.4K | 0.41% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 2,077 | $998.3K | 0.09% | +244+13.3% | Added |
| Cardiff Park Advisors, LLC | 2,099 | $1.01M | 0.12% | +210+11.1% | Added |
| Taylor Hoffman Wealth Management | 2,100 | $1.01M | 0.50% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 2,102 | $1.01M | 0.50% | +288+15.9% | Added |
| Pinnacle Bancorp, Inc. | 2,103 | $1.01M | 0.35% | −29−1.4% | Reduced |
| Charles Schwab Trust Co | 2,075 | $1.01M | 0.12% | −2−0.1% | Reduced |
| Titleist Asset Management, LLC | 2,110 | $1.01M | 0.20% | +537+34.1% | Added |
| Colton Groome Financial Advisors, LLC | 2,112 | $1.02M | 0.48% | +244+13.1% | Added |
| Wealth Management Associates, Inc. | 2,118 | $1.02M | 0.58% | −40−1.9% | Reduced |
| Sompo Asset Management Co., Ltd. | 2,130 | $1.02M | 0.19% | +70+3.4% | Added |
| Sovereign Financial Group, Inc. | 2,131 | $1.02M | 0.33% | +109+5.4% | Added |
| Evergreen Wealth Solutions, LLC | 2,133 | $1.03M | 1.03% | −44−2.0% | Reduced |
| Maven Securities LTD | 2,139 | $1.03M | 0.15% | +2,139 | New |
| Alphadyne Asset Management LP | 2,144 | $1.03M | 3.15% | +2,144 | New |
| Five Oceans Advisors | 2,146 | $1.03M | 0.66% | +130+6.4% | Added |
| Gallagher Fiduciary Advisors, LLC | 2,144 | $1.03M | 0.08% | −199−8.5% | Reduced |
| Concord Asset Management, LLC | 2,147 | $1.03M | 0.36% | +362+20.3% | Added |
| Wallace Capital Management Inc. | 2,150 | $1.03M | 0.16% | +2,150 | New |
| Centerpoint Advisors, LLC | 2,151 | $1.03M | 0.42% | −94−4.2% | Reduced |
| One Wealth Advisors, LLC | 2,164 | $1.04M | 0.22% | −29−1.3% | Reduced |
| ABLE Financial Group, LLC | 2,165 | $1.04M | 0.54% | +565+35.3% | Added |
| PBMares Wealth Management LLC | 2,167 | $1.04M | 0.37% | 00.0% | Unchanged |
| Epiq Partners, LLC | 2,178 | $1.05M | 0.71% | 00.0% | Unchanged |
| Forte Capital LLC | 2,184 | $1.05M | 0.15% | −5−0.2% | Reduced |
| Snider Financial Group | 2,186 | $1.05M | 0.50% | +2,186 | New |
| Armstrong Advisory Group, Inc | 2,188 | $1.05M | 0.11% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 2,191 | $1.05M | 0.57% | −114−4.9% | Reduced |
| Montecito Bank & Trust | 2,191 | $1.05M | 0.24% | +10+0.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,201 | $1.06M | 0.20% | +130+6.3% | Added |
| Mill Creek Capital Advisors, LLC | 2,203 | $1.06M | 0.03% | +540+32.5% | Added |
| Fiduciary Planning LLC | 2,206 | $1.06M | 0.49% | +34+1.6% | Added |
| CNB Bank | 2,209 | $1.06M | 0.62% | +129+6.2% | Added |
| Arvest Trust Co N A | 2,099 | $1.06M | 0.06% | −53−2.5% | Reduced |
| Mendel Money Management | 2,218 | $1.07M | 0.55% | +117+5.6% | Added |
| Briggs Advisory Group, Inc. | 2,219 | $1.07M | 0.60% | +54+2.5% | Added |
| 626 Financial, LLC | 2,223 | $1.07M | 0.68% | −422−16.0% | Reduced |
| WealthTrust Asset Management, LLC | 2,225 | $1.07M | 0.97% | −789−26.2% | Reduced |
| Quantum Private Wealth, LLC | 2,229 | $1.07M | 0.50% | +29+1.3% | Added |
| Glassman Wealth Services | 2,232 | $1.07M | 0.17% | −57−2.5% | Reduced |
| SkyOak Wealth, LLC | 2,242 | $1.08M | 0.30% | +155+7.4% | Added |
| Edentree Asset Management Ltd | 2,250 | $1.08M | 0.37% | +2,250 | New |
| State of Wyoming | 2,260 | $1.09M | 0.32% | +1,095+94.0% | Added |
| Park National Corp | 2,266 | $1.09M | 0.05% | +44+2.0% | Added |
| Allred Capital Management, LLC | 2,267 | $1.09M | 0.53% | −24−1.0% | Reduced |
| Eisler Capital (US) LLC | 2,267 | $1.09M | 0.60% | +450+24.8% | Added |
| Wealth Alliance Advisory Group, LLC | 2,277 | $1.09M | 0.39% | −188−7.6% | Reduced |
| Safeguard Investment Advisory Group, LLC | 2,282 | $1.10M | 0.47% | +69+3.1% | Added |
| Heartland Bank & Trust Co | 2,288 | $1.10M | 0.86% | −177−7.2% | Reduced |
| Essex Savings Bank | 2,302 | $1.11M | 0.37% | −46−2.0% | Reduced |
| Joseph Group Capital Management | 2,305 | $1.11M | 0.93% | +349+17.8% | Added |
| Corundum Trust Company, INC | 2,305 | $1.11M | 3.03% | +2,305 | New |
| TBH Global Asset Management, LLC | 2,307 | $1.11M | 0.22% | +691+42.8% | Added |
| Uncommon Cents Investing LLC | 2,310 | $1.11M | 0.39% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 2,325 | $1.12M | 0.14% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 2,326 | $1.12M | 0.84% | +223+10.6% | Added |
| North Ridge Wealth Advisors, Inc. | 2,330 | $1.12M | 1.07% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 2,336 | $1.12M | 0.98% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 0 | $1.12M | 0.07% | −3,714−100.0% | Reduced |
| Saturna Capital CORP | 2,347 | $1.13M | 0.02% | +128+5.8% | Added |
| Cornerstone Wealth Advisors, Inc. | 2,348 | $1.13M | 0.39% | 00.0% | Unchanged |
| FLC Capital Advisors | 2,349 | $1.13M | 0.33% | 00.0% | Unchanged |
| Riverwater Partners LLC | 2,350 | $1.13M | 1.00% | −60−2.5% | Reduced |
| OneAscent Financial Services LLC | 2,353 | $1.13M | 0.50% | +401+20.5% | Added |
| Bluesphere Advisors, LLC | 2,358 | $1.13M | 0.79% | +147+6.6% | Added |
| Prentice Wealth Management LLC | 2,363 | $1.14M | 0.51% | +134+6.0% | Added |
| Missouri Trust & Investment Co | 2,363 | $1.14M | 0.64% | +10+0.4% | Added |
| Monument Capital Management | 2,379 | $1.14M | 0.36% | +685+40.4% | Added |
| Peak Asset Management, LLC | 2,379 | $1.14M | 0.26% | −15−0.6% | Reduced |
| SC&H Financial Advisors, Inc. | 2,385 | $1.15M | 0.38% | −4−0.2% | Reduced |