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 |
|---|---|---|---|---|---|
| Nicholas Hoffman & Company, LLC. | 2,385 | $1.15M | 0.04% | −247−9.4% | Reduced |
| First Commonwealth Financial Corp | 2,399 | $1.15M | 0.37% | +95+4.1% | Added |
| Alta Advisers Ltd | 2,400 | $1.15M | 0.65% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,407 | $1.16M | 0.24% | +383+18.9% | Added |
| Weinberger Asset Management, Inc | 2,408 | $1.16M | 0.64% | −9−0.4% | Reduced |
| CFM Wealth Partners LLC | 2,423 | $1.16M | 0.28% | −57−2.3% | Reduced |
| Mark Stevens | 2,426 | $1.17M | 0.15% | +74+3.1% | Added |
| McDaniel Terry & Co | 2,429 | $1.17M | 0.12% | +325+15.4% | Added |
| ERn Financial, LLC | 2,429 | $1.17M | 0.24% | +34+1.4% | Added |
| Prudent Man Advisors, LLC | 2,430 | $1.17M | 0.44% | −49−2.0% | Reduced |
| Sendero Wealth Management, LLC | 2,437 | $1.17M | 0.26% | −3,773−60.8% | Reduced |
| Secure Asset Management, LLC | 2,437 | $1.17M | 0.36% | +119+5.1% | Added |
| Nicolet Bankshares Inc | 2,439 | $1.17M | 0.33% | +136+5.9% | Added |
| WT Wealth Management | 2,440 | $1.17M | 0.49% | −70−2.8% | Reduced |
| Westside Investment Management, Inc. | 2,440 | $1.17M | 0.33% | +37+1.5% | Added |
| West Michigan Advisors, LLC | 2,445 | $1.18M | 0.47% | −198−7.5% | Reduced |
| Waterloo Capital, L.P. | 2,449 | $1.18M | 0.35% | −218−8.2% | Reduced |
| Kolinsky Wealth Management, LLC | 2,471 | $1.18M | 1.12% | −77−3.0% | Reduced |
| Spirit of America Management Corp | 2,450 | $1.18M | 0.27% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 2,450 | $1.18M | 0.18% | +289+13.4% | Added |
| Vista Finance, LLC | 2,456 | $1.18M | 1.85% | −32−1.3% | Reduced |
| Phillips Wealth Planners LLC | 2,457 | $1.18M | 1.55% | −358−12.7% | Reduced |
| CoreFirst Bank & Trust | 2,459 | $1.18M | 0.83% | −239−8.9% | Reduced |
| Bard Financial Services, Inc. | 2,460 | $1.18M | 0.09% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 2,461 | $1.18M | 1.09% | +2,461 | New |
| KRS Capital Management, LLC | 2,465 | $1.18M | 1.18% | +38+1.6% | Added |
| Fortis Capital Management LLC | 2,468 | $1.19M | 0.42% | +128+5.5% | Added |
| Cable Hill Partners, LLC | 2,468 | $1.19M | 0.15% | −138−5.3% | Reduced |
| Camden Capital, LLC | 2,471 | $1.19M | 0.14% | −10−0.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 2,484 | $1.19M | 0.14% | +297+13.6% | Added |
| California First Leasing Corp | 2,489 | $1.20M | 0.73% | 00.0% | Unchanged |
| XR Securities LLC | 2,491 | $1.20M | 1.85% | −1,144−31.5% | Reduced |
| MCF Advisors LLC | 2,498 | $1.20M | 0.11% | +210+9.2% | Added |
| Harbert Fund Advisors, Inc. | 2,500 | $1.20M | 0.77% | −1,500−37.5% | Reduced |
| Reuter James Wealth Management, LLC | 2,511 | $1.21M | 1.45% | −140−5.3% | Reduced |
| Wilson & Boucher Capital Management, LLC | 2,514 | $1.21M | 1.09% | −40−1.6% | Reduced |
| Clarity Financial LLC | 2,522 | $1.21M | 0.18% | +381+17.8% | Added |
| Crawford Investment Counsel Inc | 2,527 | $1.21M | 0.02% | −410−14.0% | Reduced |
| Aaron Wealth Advisors | 2,529 | $1.22M | 0.16% | +127+5.3% | Added |
| Machina Capital S.A.S. | 2,529 | $1.22M | 0.69% | +2,495+7,338.2% | Added |
| Ironwood Investment Counsel, LLC | 2,533 | $1.22M | 0.27% | −131−4.9% | Reduced |
| Parkside Financial Bank & Trust | 2,553 | $1.23M | 0.29% | +23+0.9% | Added |
| Brandywine Oak Private Wealth LLC | 2,555 | $1.23M | 0.14% | −17−0.7% | Reduced |
| Everett Harris & Co | 2,555 | $1.23M | 0.02% | +509+24.9% | Added |
| Vivaldi Capital Management, LLC | 2,561 | $1.23M | 0.38% | +160+6.7% | Added |
| Ropes Wealth Advisors LLC | 2,566 | $1.23M | 0.20% | +288+12.6% | Added |
| Silver Oak Securities, Inc | 2,572 | $1.24M | 0.20% | +700+37.4% | Added |
| MinichMacGregor Wealth Management, LLC | 2,587 | $1.24M | 0.39% | −91−3.4% | Reduced |
| Apeiron RIA LLC | 2,590 | $1.24M | 0.43% | +9+0.3% | Added |
| Gitterman Wealth Management, LLC | 2,593 | $1.25M | 0.58% | −414−13.8% | Reduced |
| Sargent Investment Group, LLC | 2,593 | $1.25M | 0.30% | +289+12.5% | Added |
| Fairfield Financial Advisors, LTD | 2,596 | $1.25M | 0.50% | +1,140+78.3% | Added |
| Wealth Management Partners, LLC | 2,598 | $1.25M | 0.78% | +155+6.3% | Added |
| Financial Engines Advisors L.L.C. | 2,599 | $1.25M | 0.00% | −10.0% | Reduced |
| Investment Partners, Ltd. | 2,604 | $1.25M | 0.65% | +250+10.6% | Added |
| ARS Wealth Advisors Group, LLC | 2,607 | $1.25M | 0.20% | +164+6.7% | Added |
| Financial Insights, Inc. | 2,608 | $1.25M | 0.46% | +454+21.1% | Added |
| TLWM | 2,610 | $1.25M | 0.36% | +37+1.4% | Added |
| Invenio Wealth Partners LLC | 2,617 | $1.26M | 1.43% | +2,617 | New |
| Wallace Advisory Group, LLC | 2,662 | $1.26M | 0.96% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 2,620 | $1.26M | 0.11% | +922+54.3% | Added |
| EverSource Wealth Advisors, LLC | 2,625 | $1.26M | 0.14% | −126−4.6% | Reduced |
| Riverview Trust Co | 2,629 | $1.26M | 1.15% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 2,637 | $1.27M | 0.93% | +18+0.7% | Added |
| Godshalk Welsh Capital Management, Inc. | 2,640 | $1.27M | 0.87% | −90−3.3% | Reduced |
| New England Research & Management, Inc. | 2,640 | $1.27M | 0.74% | +110+4.3% | Added |
| Archer Investment Corp | 2,641 | $1.27M | 0.45% | +502+23.5% | Added |
| Strategy Asset Managers LLC | 2,642 | $1.27M | 0.28% | +1,190+82.0% | Added |
| Townsend Asset Management Corp | 2,643 | $1.27M | 0.61% | +182+7.4% | Added |
| Genesee Capital Advisors, LLC | 2,644 | $1.27M | 0.87% | −270−9.3% | Reduced |
| Kensington Investment Counsel, LLC | 2,646 | $1.27M | 0.81% | 00.0% | Unchanged |
| Droms Strauss Advisors Inc | 2,702 | $1.27M | 0.53% | −7−0.3% | Reduced |
| Atlas Capital Advisors LLC | 2,656 | $1.28M | 0.19% | 00.0% | Unchanged |
| Caldwell Investment Management Ltd. | 2,690 | $1.28M | 0.97% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 2,669 | $1.28M | 0.67% | +71+2.7% | Added |
| Measured Wealth Private Client Group, LLC | 2,673 | $1.28M | 0.49% | −6−0.2% | Reduced |
| Total Clarity Wealth Management, Inc. | 2,680 | $1.29M | 0.64% | −59−2.2% | Reduced |
| GraniteShares Advisors LLC | 2,682 | $1.29M | 1.16% | −93−3.4% | Reduced |
| Heron Financial Group, LLC | 2,682 | $1.29M | 0.69% | −10.0% | Reduced |
| Endurance Wealth Management, Inc. | 2,685 | $1.29M | 0.18% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 2,690 | $1.29M | 0.23% | +15+0.6% | Added |
| Bank of Stockton | 2,692 | $1.29M | 0.44% | +22+0.8% | Added |
| Garrison Point Advisors, LLC | 2,693 | $1.29M | 0.93% | −75−2.7% | Reduced |
| Kingdom Financial Group LLC. | 2,695 | $1.30M | 1.27% | +2,695 | New |
| City State Bank | 2,697 | $1.30M | 0.70% | +52+2.0% | Added |
| Beacon Financial Group | 2,723 | $1.30M | 0.18% | −208−7.1% | Reduced |
| St. Johns Investment Management Company, LLC | 2,699 | $1.30M | 0.70% | +138+5.4% | Added |
| Codex Capital, L.L.C. | 2,700 | $1.30M | 0.84% | 00.0% | Unchanged |
| Diversified, LLC | 2,707 | $1.30M | 0.33% | −40−1.5% | Reduced |
| Bassett Hargrove Investment Counsel, LLC | 2,456 | $1.30M | 2.44% | +25+1.0% | Added |
| Aletheian Wealth Advisors LLC | 2,707 | $1.30M | 0.89% | +2,006+286.2% | Added |
| BlueCrest Capital Management Ltd | 2,715 | $1.30M | 0.17% | +2,715 | New |
| Chicago Partners Investment Group LLC | 2,587 | $1.31M | 0.07% | −473−15.5% | Reduced |
| Ellis Investment Partners, LLC | 2,719 | $1.31M | 0.32% | +69+2.6% | Added |
| Ashburton (Jersey) Ltd | 2,722 | $1.31M | 0.64% | −845−23.7% | Reduced |
| MBL Wealth, LLC | 2,722 | $1.31M | 0.18% | −6−0.2% | Reduced |
| Triasima Portfolio Management inc. | 2,060 | $1.31M | 0.08% | −4,380−68.0% | Reduced |
| Covenant Partners, LLC | 2,735 | $1.31M | 0.47% | −124−4.3% | Reduced |
| Ronald Blue Trust, Inc. | 2,783 | $1.31M | 0.02% | −4,757−63.1% | Reduced |
| Meridian Financial Partners LLC | 2,611 | $1.32M | 0.79% | +153+6.2% | Added |