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; 3,394 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
- 3,137
- +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
- 1,452 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 | 3,394 | $325.1B |
| Q1 2026 | 3,055 | $202.4B |
| Q4 2025 | 3,312 | $248.2B |
| Q3 2025 | 3,169 | $253.5B |
| Q2 2025 | 3,186 | $241.1B |
| Q1 2025 | 3,614 | $424.3B |
| Q4 2024 | 3,685 | $409.5B |
| Q3 2024 | 3,477 | $474.6B |
| Q2 2024 | 3,407 | $411.9B |
| Q1 2024 | 3,385 | $398.9B |
| Q4 2023 | 3,422 | $428.0B |
| Q3 2023 | 3,145 | $407.5B |
| Q2 2023 | 3,137 | $388.4B |
| Q1 2023 | 3,115 | $383.6B |
| Q4 2022 | 3,160 | $434.2B |
| Q3 2022 | 2,999 | $413.5B |
| Q2 2022 | 2,965 | $422.0B |
| Q1 2022 | 2,966 | $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 |
|---|---|---|---|---|---|
| Carmel Capital Partners, LLC | 166 | $79.8K | 0.04% | −209−55.7% | Reduced |
| ZRC Wealth Management, LLC | 169 | $81.2K | 0.07% | +124+275.6% | Added |
| Cassady Schiller Wealth Management, LLC | 170 | $81.7K | 0.04% | +47+38.2% | Added |
| Ridgewood Investments LLC | 172 | $82.8K | 0.05% | +28+19.4% | Added |
| Front Row Advisors LLC | 175 | $84.0K | 0.04% | −8−4.4% | Reduced |
| CKW Financial Group | 175 | $84.0K | 0.01% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 180 | $86.0K | 0.04% | +180 | New |
| Avion Wealth | 184 | $87.0K | 0.02% | +14+8.2% | Added |
| WFA Asset Management Corp | 183 | $88.0K | 0.05% | +1+0.5% | Added |
| Oliver Lagore Vanvalin Investment Group | 184 | $88.5K | 0.03% | +2+1.1% | Added |
| Carmichael Hill & Associates, Inc. | 186 | $89.3K | 0.04% | −20−9.7% | Reduced |
| Walleye Trading LLC | 186 | $89.4K | 0.00% | −26,023−99.3% | Reduced |
| One River Asset Management, LLC | 195 | $93.1K | 0.07% | −1,490−88.4% | Reduced |
| Activest Wealth Management | 242 | $93.9K | 0.07% | −6−2.4% | Reduced |
| Clearview Wealth Advisors LLC | 198 | $95.0K | 0.10% | +2+1.0% | Added |
| Hoese & Co LLP | 198 | $95.2K | 0.09% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 200 | $96.1K | 0.08% | +32+19.0% | Added |
| McClarren Financial Advisors, Inc. | 204 | $98.0K | 0.08% | −1−0.5% | Reduced |
| New Millennium Group LLC | 210 | $101.0K | 0.09% | −1−0.5% | Reduced |
| Disciplined Investments, LLC | 211 | $101.4K | 0.05% | −5−2.3% | Reduced |
| Maj Invest Holding A/S | 222 | $107.0K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 224 | $107.7K | 0.02% | −104−31.7% | Reduced |
| Financial Connections Group, Inc. | 227 | $109.0K | 0.07% | +13+6.1% | Added |
| Delta Asset Management LLC | 229 | $110.1K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 230 | $111.0K | 0.03% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 238 | $114.4K | 0.04% | −29−10.9% | Reduced |
| First PREMIER Bank | 240 | $115.0K | 0.03% | −7−2.8% | Reduced |
| Addison Advisors LLC | 241 | $115.8K | 0.06% | +20+9.0% | Added |
| TD Capital Management LLC | 241 | $115.8K | 0.01% | +1+0.4% | Added |
| Virtus Investment Advisers, Inc. | 243 | $116.8K | 0.08% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 254 | $122.2K | 0.03% | +169+198.8% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 255 | $122.6K | 0.07% | −1−0.4% | Reduced |
| Abound Wealth Management | 260 | $124.9K | 0.05% | +55+26.8% | Added |
| Dunhill Financial, LLC | 261 | $128.5K | 0.08% | +261 | New |
| Blume Capital Management, Inc. | 275 | $132.2K | 0.04% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 280 | $134.6K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 281 | $135.1K | 0.06% | +115+69.3% | Added |
| Rowland & Co Investment Counsel | 289 | $138.9K | 0.03% | +3+1.0% | Added |
| Emerald Mutual Fund Advisers Trust | 290 | $139.4K | 0.01% | +290 | New |
| Register Financial Advisors LLC | 298 | $143.1K | 0.10% | −23−7.2% | Reduced |
| Options Solutions, LLC | 300 | $144.2K | 0.14% | +300 | New |
| Tucker Asset Management LLC | 301 | $144.7K | 0.04% | +199+195.1% | Added |
| Transamerica Financial Advisors, Inc. | 308 | $148.0K | 0.02% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 310 | $149.0K | 0.88% | −30−8.8% | Reduced |
| HighMark Wealth Management LLC | 319 | $153.3K | 0.12% | 00.0% | Unchanged |
| TSFG, LLC | 320 | $154.0K | 0.06% | +30+10.3% | Added |
| Boyd Watterson Asset Management LLC | 333 | $160.1K | 0.06% | −125−27.3% | Reduced |
| Roth Financial Partners LLC | 333 | $160.1K | 0.10% | −28−7.8% | Reduced |
| Compass Wealth Management LLC | 337 | $162.0K | 0.05% | −13−3.7% | Reduced |
| PCA Investment Advisory Services Inc. | 344 | $165.3K | 0.10% | +344 | New |
| Tortoise Investment Management, LLC | 350 | $168.2K | 0.02% | +19+5.7% | Added |
| FSC Wealth Advisors, LLC | 351 | $168.7K | 0.15% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 354 | $170.0K | 0.04% | −57−13.9% | Reduced |
| Mendota Financial Group, LLC | 357 | $171.6K | 0.19% | +215+151.4% | Added |
| Financial Freedom, LLC | 362 | $173.9K | 0.12% | +1+0.3% | Added |
| Pin Oak Investment Advisors Inc | 370 | $178.0K | 0.20% | +30+8.8% | Added |
| Wolff Wiese Magana LLC | 375 | $180.2K | 0.14% | −2−0.5% | Reduced |
| Natixis Investment Managers International | 378 | $181.7K | 0.01% | +64+20.4% | Added |
| Winch Advisory Services, LLC | 383 | $184.0K | 0.07% | +73+23.5% | Added |
| Atticus Wealth Management, LLC | 383 | $184.1K | 0.07% | −12−3.0% | Reduced |
| TFC Financial Management | 387 | $186.0K | 0.05% | −200−34.1% | Reduced |
| Stone House Investment Management, LLC | 388 | $186.6K | 0.07% | +1+0.3% | Added |
| J.Safra Asset Management Corp | 389 | $187.0K | 0.03% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 390 | $187.4K | 0.10% | +40+11.4% | Added |
| Founders Capital Management | 391 | $188.0K | 0.14% | +6+1.6% | Added |
| Beacon Capital Management, LLC | 392 | $188.4K | 0.05% | +110+39.0% | Added |
| Northwest Investment Counselors, LLC | 393 | $188.7K | 0.05% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 397 | $190.8K | 0.06% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 401 | $192.6K | 0.02% | −15−3.6% | Reduced |
| Intrepid Capital Management Inc | 415 | $199.5K | 0.14% | +415 | New |
| Corrigan Financial, Inc. | 418 | $200.8K | 0.06% | +418 | New |
| Summit Asset Management, LLC | 418 | $200.9K | 0.05% | −8−1.9% | Reduced |
| Verde Capital Management | 419 | $201.3K | 0.08% | +419 | New |
| Allen Capital Group, LLC | 419 | $201.4K | 0.04% | +419 | New |
| Peak Financial Management, Inc. | 420 | $201.7K | 0.07% | +420 | New |
| Eldridge Investment Advisors, Inc. | 420 | $202.0K | 0.07% | −55−11.6% | Reduced |
| Landmark Financial Advisors, LLC | 422 | $202.8K | 0.08% | −5−1.2% | Reduced |
| Capasso Planning Partners LLC | 423 | $203.3K | 0.11% | +423 | New |
| Wealthquest Corp | 424 | $203.8K | 0.02% | 00.0% | Unchanged |
| Barr E S & Co | 424 | $204.0K | 0.02% | +424 | New |
| Emfo, LLC | 425 | $204.3K | 0.19% | 00.0% | Unchanged |
| Tilson Financial Group, Inc. | 427 | $205.0K | 0.35% | −4−0.9% | Reduced |
| Centennial Wealth Advisory LLC | 428 | $205.7K | 0.11% | +428 | New |
| Howard Capital Management Inc. | 432 | $207.6K | 0.03% | −215−33.2% | Reduced |
| Hutner Capital Management Inc | 432 | $207.6K | 0.12% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 437 | $210.3K | 0.17% | +437 | New |
| SJS Investment Consulting Inc. | 438 | $210.5K | 0.05% | −70−13.8% | Reduced |
| Verus Financial Partners, Inc. | 412 | $210.5K | 0.03% | −19−4.4% | Reduced |
| Milestone Asset Management, LLC | 439 | $211.0K | 0.09% | −8−1.8% | Reduced |
| GSB Wealth Management, LLC | 439 | $211.1K | 0.07% | +439 | New |
| Syverson Strege & Co | 443 | $212.8K | 0.09% | −232−34.4% | Reduced |
| Edge Wealth Management LLC | 443 | $212.9K | 0.05% | +10+2.3% | Added |
| Cabot Wealth Management Inc | 443 | $213.0K | 0.03% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 443 | $213.1K | 0.14% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 445 | $213.9K | 0.15% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 446 | $214.0K | 0.06% | −2,681−85.7% | Reduced |
| Benchmark Wealth Management, LLC | 447 | $214.7K | 0.13% | +1+0.2% | Added |
| Kraft Asset Management, LLC | 447 | $214.8K | 0.19% | −22−4.7% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 447 | $214.8K | 0.06% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 447 | $214.8K | 0.04% | 00.0% | Unchanged |