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 |
|---|---|---|---|---|---|
| Strategic Financial Concepts, LLC | 447 | $215.1K | 0.08% | +447 | New |
| Aj Wealth Strategies, LLC | 449 | $215.8K | 0.01% | +449 | New |
| Orser Capital Management, LLC | 450 | $216.3K | 0.22% | 00.0% | Unchanged |
| Exeter Financial, LLC | 468 | $216.7K | 0.11% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 451 | $217.0K | 0.09% | +451 | New |
| apricus wealth, LLC | 450 | $217.8K | 0.19% | −50−10.0% | Reduced |
| LCNB Corp | 455 | $218.7K | 0.09% | −33−6.8% | Reduced |
| Aberdeen Wealth Management LLC | 455 | $218.7K | 0.16% | 00.0% | Unchanged |
| Cosner Financial Group, LLC | 457 | $219.4K | 0.18% | +457 | New |
| Jacobs & Co | 459 | $220.0K | 0.03% | −66−12.6% | Reduced |
| Running Point Capital Advisors, LLC | 459 | $220.6K | 0.12% | −22−4.6% | Reduced |
| Kapstone Financial Advisors LLC | 438 | $221.1K | 0.18% | +438 | New |
| Independent Wealth Network Inc. | 460 | $221.1K | 0.13% | +15+3.4% | Added |
| Manchester Financial Inc | 460 | $221.1K | 0.06% | +3+0.7% | Added |
| BEAM Asset Management, LLC | 461 | $221.4K | 0.15% | +461 | New |
| Select Asset Management & Trust | 462 | $222.0K | 0.14% | −7−1.5% | Reduced |
| GEM Asset Management, LLC | 463 | $222.5K | 0.17% | −16−3.3% | Reduced |
| Horan Capital Advisors, LLC. | 464 | $223.0K | 0.09% | −11−2.3% | Reduced |
| Investment Advisory Group, LLC | 465 | $223.3K | 0.11% | 00.0% | Unchanged |
| Crescent Sterling, Ltd. | 466 | $224.0K | 0.21% | +466 | New |
| Private Wealth Partners, LLC | 466 | $224.0K | 0.02% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 466 | $224.1K | 0.13% | −1−0.2% | Reduced |
| Consilio Wealth Advisors, LLC | 466 | $224.2K | 0.12% | −61−11.6% | Reduced |
| Legacy Financial Group, Inc. | 467 | $224.5K | 0.11% | +17+3.8% | Added |
| Financial Advisory Group | 469 | $225.4K | 0.04% | 00.0% | Unchanged |
| TTP Investments, Inc. | 470 | $225.9K | 0.15% | −1−0.2% | Reduced |
| Hamilton Capital, LLC | 471 | $226.4K | 0.02% | +23+5.1% | Added |
| Acorn Financial Advisory Services Inc | 473 | $227.4K | 0.04% | +8+1.7% | Added |
| Coerente Capital Management | 475 | $228.3K | 0.05% | +475 | New |
| Rockingstone Advisors LLC | 475 | $228.3K | 0.13% | +10+2.2% | Added |
| Union Savings Bank | 451 | $228.4K | 0.14% | +451 | New |
| Alpha Omega Wealth Management LLC | 476 | $228.8K | 0.04% | −5−1.0% | Reduced |
| Hollow Brook Wealth Management LLC | 478 | $229.7K | 0.10% | +17+3.7% | Added |
| Crown Wealth Group, LLC | 480 | $230.7K | 0.18% | −48−9.1% | Reduced |
| Affinity Capital Advisors, LLC | 481 | $231.1K | 0.06% | +481 | New |
| Walkner Condon Financial Advisors LLC | 483 | $232.1K | 0.06% | −5−1.0% | Reduced |
| Palladiem, LLC | 485 | $233.1K | 0.24% | 00.0% | Unchanged |
| Gries Financial LLC | 486 | $233.6K | 0.06% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 486 | $233.8K | 0.04% | −112−18.7% | Reduced |
| Briaud Financial Planning, Inc | 488 | $234.0K | 0.22% | +22+4.7% | Added |
| Lifestyle Asset Management, Inc. | 487 | $234.1K | 0.14% | −4−0.8% | Reduced |
| Peninsula Wealth, LLC | 490 | $235.4K | 0.06% | +490 | New |
| Orgel Wealth Management, LLC | 490 | $235.5K | 0.01% | 00.0% | Unchanged |
| Alesco Advisors LLC | 490 | $235.5K | 0.01% | 00.0% | Unchanged |
| Verity & Verity, LLC | 491 | $236.0K | 0.03% | −882−64.2% | Reduced |
| NTV Asset Management LLC | 491 | $236.0K | 0.04% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 493 | $237.0K | 0.06% | +35+7.6% | Added |
| Financial Avengers, Inc. | 496 | $238.4K | 0.16% | +2+0.4% | Added |
| Bell Investment Advisors, Inc | 497 | $238.9K | 0.05% | −33−6.2% | Reduced |
| CSM Advisors, LLC | 498 | $239.0K | 0.02% | −35−6.6% | Reduced |
| Rooted Wealth Advisors, Inc. | 508 | $239.0K | 0.16% | +32+6.7% | Added |
| Webster Bank, N. A. | 499 | $239.8K | 0.03% | −14−2.7% | Reduced |
| Retirement Planning Co of New England, Inc. | 500 | $240.1K | 0.14% | −27−5.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 500 | $240.3K | 0.03% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 500 | $240.3K | 0.08% | 00.0% | Unchanged |
| Kearns & Associates LLC | 500 | $240.3K | 0.22% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 500 | $240.3K | 0.08% | +3+0.6% | Added |
| MAS Advisors LLC | 503 | $241.8K | 0.34% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 504 | $242.0K | 0.15% | −13−2.5% | Reduced |
| NWF Advisory Services Inc. | 504 | $242.2K | 0.06% | 00.0% | Unchanged |
| BlueSky Wealth Advisors, LLC | 507 | $243.7K | 0.05% | 00.0% | Unchanged |
| Harbor Advisory Corp | 507 | $243.7K | 0.09% | +507 | New |
| High Probability Advisors, LLC | 509 | $244.6K | 0.05% | +509 | New |
| Cora Capital Advisors LLC | 509 | $244.8K | 0.16% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 510 | $245.0K | 0.11% | −108−17.5% | Reduced |
| Nixon Peabody Trust Co | 510 | $245.1K | 0.20% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 513 | $246.6K | 0.01% | −20,489−97.6% | Reduced |
| Clay Northam Wealth Management, LLC | 515 | $247.5K | 0.24% | 00.0% | Unchanged |
| Lane & Associates LLC | 517 | $248.4K | 0.20% | −93−15.2% | Reduced |
| Cowen Prime Advisors LLC | 517 | $248.5K | 0.09% | 00.0% | Unchanged |
| Sentinus, LLC | 517 | $248.7K | 0.08% | −49−8.7% | Reduced |
| Dougherty Wealth Advisers LLC | 518 | $249.0K | 0.34% | −53−9.3% | Reduced |
| Meyer Handelman Co | 518 | $249.0K | 0.01% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 518 | $249.0K | 0.03% | 00.0% | Unchanged |
| BIP Wealth, LLC | 520 | $249.9K | 0.02% | −142−21.5% | Reduced |
| Optimas Capital Ltd | 521 | $250.4K | 0.29% | +521 | New |
| Stockman Wealth Management, Inc. | 522 | $250.9K | 0.05% | −125−19.3% | Reduced |
| MGO Private Wealth, LLC | 523 | $251.4K | 0.19% | 00.0% | Unchanged |
| Hamilton Wealth, LLC | 523 | $251.4K | 0.09% | +24+4.8% | Added |
| Advanced Research Investment Solutions, LLC | 523 | $251.4K | 0.14% | +523 | New |
| Pavion Blue Capital, LLC | 524 | $251.9K | 0.15% | −145−21.7% | Reduced |
| Verity Asset Management, Inc. | 524 | $251.9K | 0.19% | −9−1.7% | Reduced |
| Alpha Financial Partners, LLC | 524 | $252.0K | 0.27% | 00.0% | Unchanged |
| Vicus Capital | 524 | $252.0K | 0.03% | +20+4.0% | Added |
| Vantage Consulting Group Inc | 525 | $252.3K | 0.15% | −64−10.9% | Reduced |
| Syntax Advisors, LLC | 525 | $252.3K | 0.20% | −64−10.9% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 525 | $252.3K | 0.19% | +34+6.9% | Added |
| First Citizens Financial Corp | 525 | $252.3K | 0.17% | +525 | New |
| LifeSteps Financial, Inc. | 526 | $252.8K | 0.25% | 00.0% | Unchanged |
| AlphaQ Advisors LLC | 528 | $253.8K | 0.19% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 531 | $255.0K | 0.14% | +531 | New |
| Callan Capital, LLC | 531 | $255.3K | 0.03% | +5+1.0% | Added |
| Clarity Wealth Advisors, LLC | 532 | $255.8K | 0.11% | +25+4.9% | Added |
| Range Financial Group LLC | 533 | $256.2K | 0.16% | −2−0.4% | Reduced |
| Meridian Financial, LLC | 533 | $256.2K | 0.23% | 00.0% | Unchanged |
| Madden Securities Corp | 533 | $256.2K | 0.13% | +533 | New |
| Trilogy Capital Inc. | 506 | $256.5K | 0.02% | +23+4.8% | Added |
| Financial Partners Group, Inc | 511 | $256.8K | 0.05% | +2+0.4% | Added |
| TD Ameritrade Investment Management, LLC | 535 | $257.0K | 0.00% | −53−9.0% | Reduced |
| Orion Capital Management LLC | 535 | $257.1K | 0.17% | +69+14.8% | Added |