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 |
|---|---|---|---|---|---|
| Cornerstone Advisory, LLC | 2,747 | $1.32M | 0.23% | −14−0.5% | Reduced |
| Oak Hill Wealth Advisors, LLC | 2,750 | $1.32M | 0.49% | +9+0.3% | Added |
| Corundum Group, Inc. | 2,762 | $1.33M | 0.66% | −637−18.7% | Reduced |
| Arthur M. Cohen & Associates, LLC | 2,762 | $1.33M | 0.33% | +60+2.2% | Added |
| Buttonwood Financial Advisors Inc. | 2,769 | $1.33M | 0.83% | +484+21.2% | Added |
| Pure Financial Advisors, Inc. | 2,769 | $1.33M | 0.06% | +8+0.3% | Added |
| Summit Financial Wealth Advisors, LLC | 2,777 | $1.33M | 0.31% | +12+0.4% | Added |
| Van Leeuwen & Company, LLC | 2,802 | $1.34M | 0.84% | +177+6.7% | Added |
| La Financiere de L'Echiquier | 2,790 | $1.34M | 0.07% | −176,613−98.4% | Reduced |
| BancorpSouth Bank | 2,791 | $1.34M | 0.12% | +26+0.9% | Added |
| Live Oak Investment Partners | – | $1.34M | 1.12% | – | – |
| KFA Private Wealth Group, LLC | 2,793 | $1.34M | 0.56% | +184+7.1% | Added |
| Pennsylvania Capital Management Inc | 2,797 | $1.34M | 0.58% | +12+0.4% | Added |
| MRP Capital Investments, LLC | 2,799 | $1.35M | 1.32% | −855−23.4% | Reduced |
| Adirondack Trust Co | 2,657 | $1.35M | 0.63% | −281−9.6% | Reduced |
| Baldwin Investment Management, LLC | 2,800 | $1.35M | 0.22% | +380+15.7% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 2,784 | $1.35M | 0.71% | +68+2.5% | Added |
| Carolinas Wealth Consulting LLC | 2,807 | $1.35M | 0.27% | −256−8.4% | Reduced |
| Absolute Capital Management, LLC | 2,807 | $1.35M | 1.24% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 2,813 | $1.35M | 0.50% | +32+1.2% | Added |
| GoalVest Advisory LLC | 2,815 | $1.35M | 0.70% | +286+11.3% | Added |
| Tandem Capital Management Corp | 2,816 | $1.35M | 0.88% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 2,827 | $1.36M | 1.21% | +124+4.6% | Added |
| LaFleur & Godfrey LLC | 2,837 | $1.36M | 0.20% | +328+13.1% | Added |
| Founders Financial Alliance, LLC | 2,838 | $1.36M | 0.54% | +623+28.1% | Added |
| Edge Capital Group, LLC | 2,838 | $1.36M | 0.08% | +608+27.3% | Added |
| Concord Wealth Partners | 2,845 | $1.37M | 0.29% | +1,274+81.1% | Added |
| FirstPurpose Wealth LLC | 2,854 | $1.37M | 0.59% | +59+2.1% | Added |
| XML Financial, LLC | 2,855 | $1.37M | 0.16% | +141+5.2% | Added |
| Trail Ridge Investment Advisors, LLC | 2,855 | $1.37M | 0.85% | −39−1.3% | Reduced |
| Signature Wealth Management Group | 2,855 | $1.37M | 0.64% | +106+3.9% | Added |
| Virtue Capital Management, LLC | 2,915 | $1.37M | 0.23% | −117−3.9% | Reduced |
| KLCM Advisors, Inc. | 2,860 | $1.37M | 0.27% | −722−20.2% | Reduced |
| Kingfisher Capital LLC | 2,870 | $1.38M | 0.36% | +85+3.1% | Added |
| E&G Advisors, LP | 2,880 | $1.38M | 0.48% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 2,885 | $1.39M | 0.07% | −146−4.8% | Reduced |
| LVM Capital Management Ltd | 2,886 | $1.39M | 0.19% | −100−3.3% | Reduced |
| Cahaba Wealth Management, Inc. | 2,890 | $1.39M | 0.15% | +21+0.7% | Added |
| River & Mercantile Asset Management LLP | 2,890 | $1.39M | 0.27% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 2,890 | $1.39M | 0.27% | −24−0.8% | Reduced |
| Arbor Capital Management Inc | 2,909 | $1.39M | 1.08% | +103+3.7% | Added |
| Redwood Investment Management, LLC | 2,895 | $1.39M | 0.14% | −768−21.0% | Reduced |
| Cim Investment Mangement Inc | 2,899 | $1.39M | 0.47% | +155+5.6% | Added |
| Tiemann Investment Advisors, LLC | 2,899 | $1.39M | 0.71% | +25+0.9% | Added |
| Wolf Group Capital Advisors | 2,826 | $1.39M | 0.70% | −51−1.8% | Reduced |
| Bremer Bank National Association | 2,919 | $1.40M | 0.27% | +17+0.6% | Added |
| Enterprise Financial Services Corp | 2,919 | $1.40M | 0.89% | −36−1.2% | Reduced |
| Planning Center, Inc. | 2,928 | $1.41M | 0.36% | +17+0.6% | Added |
| Centiva Capital, LP | 2,933 | $1.41M | 0.07% | +391+15.4% | Added |
| Prevail Innovative Wealth Advisors, LLC | 2,935 | $1.41M | 0.77% | +2,935 | New |
| Everhart Financial Group, Inc. | 2,936 | $1.41M | 0.59% | +290+11.0% | Added |
| Cypress Capital, LLC | 2,940 | $1.41M | 0.41% | +2,940 | New |
| Tolleson Wealth Management, Inc. | 2,942 | $1.41M | 0.34% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 2,960 | $1.42M | 0.12% | +53+1.8% | Added |
| Moss Adams Wealth Advisors LLC | 2,962 | $1.42M | 0.46% | +80+2.8% | Added |
| Accurate Wealth Management, LLC | 2,986 | $1.43M | 0.44% | +143+5.0% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 2,967 | $1.43M | 0.03% | 00.0% | Unchanged |
| Wealth Effects LLC | 2,973 | $1.43M | 0.63% | +10.0% | Added |
| Symphony Financial, Ltd. Co. | 3,005 | $1.43M | 0.35% | −96−3.1% | Reduced |
| MJP Associates Inc | 2,980 | $1.43M | 0.47% | +258+9.5% | Added |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $1.44M | 0.52% | 00.0% | Unchanged |
| Ally Financial Inc. | 3,000 | $1.44M | 0.20% | +3,000 | New |
| Zullo Investment Group, Inc. | 3,001 | $1.44M | 0.82% | +20+0.7% | Added |
| Davidson Capital Management Inc. | 3,004 | $1.44M | 0.72% | +27+0.9% | Added |
| Legacy Bridge, LLC | 3,010 | $1.45M | 0.97% | −200−6.2% | Reduced |
| Mason & Associates Inc | 3,011 | $1.45M | 0.43% | +479+18.9% | Added |
| Tiedemann Advisors, LLC | 3,014 | $1.45M | 0.06% | +10.0% | Added |
| Catalyst Capital Advisors LLC | 3,014 | $1.45M | 0.04% | +1,514+100.9% | Added |
| Cubist Systematic Strategies, LLC | 3,023 | $1.45M | 0.02% | −55,191−94.8% | Reduced |
| Cambridge Advisors Inc. | 3,032 | $1.46M | 0.37% | −73−2.4% | Reduced |
| One Capital Management, LLC | 3,034 | $1.46M | 0.07% | −457−13.1% | Reduced |
| First County Bank | 3,039 | $1.46M | 0.71% | −95−3.0% | Reduced |
| Yarbrough Capital, LLC | 3,043 | $1.46M | 0.08% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 3,049 | $1.47M | 0.21% | +205+7.2% | Added |
| Vectors Research Management, LLC | 3,056 | $1.47M | 0.42% | +32+1.1% | Added |
| Brand Asset Management Group, Inc. | 3,057 | $1.47M | 0.70% | +10.0% | Added |
| Commons Capital, LLC | 3,063 | $1.47M | 2.22% | +117+4.0% | Added |
| Millington Financial Advisors, LLC | 3,074 | $1.48M | 1.31% | −31−1.0% | Reduced |
| Westhampton Capital, LLC | 3,082 | $1.48M | 0.96% | +495+19.1% | Added |
| Samalin Investment Counsel, LLC | 3,085 | $1.48M | 0.80% | +190+6.6% | Added |
| NEIRG Wealth Management, LLC | 3,097 | $1.49M | 0.27% | −13−0.4% | Reduced |
| Benjamin Edwards Inc | 3,115 | $1.50M | 0.35% | −96−3.0% | Reduced |
| Mechanics Financial Corp | 3,127 | $1.50M | 0.82% | −18−0.6% | Reduced |
| Main Street Financial Solutions, LLC | 3,129 | $1.50M | 0.20% | +180+6.1% | Added |
| Intrua Financial, LLC | 3,129 | $1.50M | 0.27% | −51−1.6% | Reduced |
| Ellevest, Inc. | 3,144 | $1.51M | 0.11% | +284+9.9% | Added |
| Sterling Investment Counsel, LLC | 3,145 | $1.51M | 0.82% | +115+3.8% | Added |
| Journey Strategic Wealth LLC | 3,149 | $1.51M | 0.07% | −23−0.7% | Reduced |
| BBR Partners, LLC | 3,158 | $1.52M | 0.17% | −43−1.3% | Reduced |
| S. R. Schill & Associates | 3,164 | $1.52M | 0.69% | +3+0.1% | Added |
| Smith, Salley & Associates | 3,165 | $1.52M | 0.11% | +124+4.1% | Added |
| Humankind Investments LLC | 3,167 | $1.52M | 0.59% | +272+9.4% | Added |
| JGP Global Gestao de Recursos Ltda. | 3,170 | $1.52M | 1.09% | +1,255+65.5% | Added |
| Institute for Wealth Management, LLC. | 3,177 | $1.53M | 0.27% | +78+2.5% | Added |
| CRA Financial Services, LLC | 3,179 | $1.53M | 0.41% | +36+1.1% | Added |
| Financial Network Wealth Management LLC | 3,046 | $1.53M | 0.71% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 3,186 | $1.53M | 0.36% | −23−0.7% | Reduced |
| KC Investment Advisors, LLC | 3,186 | $1.53M | 1.04% | +808+34.0% | Added |
| SeaCrest Wealth Management, LLC | 3,188 | $1.53M | 0.19% | −51−1.6% | Reduced |
| BigSur Wealth Management LLC | 3,189 | $1.53M | 0.73% | −30−0.9% | Reduced |