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
- 3,137
- +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 | 3,395 | $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 |
|---|---|---|---|---|---|
| Fort, L.P. | 537 | $258.1K | 0.68% | −73−12.0% | Reduced |
| McIlrath & Eck, LLC | 537 | $258.1K | 0.05% | +18+3.5% | Added |
| Security Financial Services, INC. | 537 | $258.1K | 0.07% | +537 | New |
| Weaver Consulting Group | 540 | $259.5K | 0.11% | +79+17.1% | Added |
| LaSalle St. Investment Advisors, LLC | 543 | $261.0K | 0.12% | −304−35.9% | Reduced |
| G2 Capital Management, LLC | 544 | $261.3K | 0.11% | 00.0% | Unchanged |
| Sharkey, Howes & Javer | 544 | $261.5K | 0.05% | −104−16.0% | Reduced |
| Academy Capital Management Inc | 544 | $261.5K | 0.05% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 544 | $261.5K | 0.07% | −118−17.8% | Reduced |
| Oakwell Private Wealth Management, LLC | 545 | $261.9K | 0.11% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 545 | $261.9K | 0.13% | +545 | New |
| HITE Hedge Asset Management LLC | 550 | $264.4K | 0.03% | 00.0% | Unchanged |
| Magnolia Wealth Management, LLC | 550 | $264.4K | 0.25% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 551 | $264.8K | 0.04% | −23−4.0% | Reduced |
| CapWealth Advisors, LLC | 552 | $265.3K | 0.03% | +43+8.4% | Added |
| Motive Wealth Advisors | 552 | $265.3K | 0.27% | −121−18.0% | Reduced |
| Integris Wealth Management, LLC | 552 | $265.3K | 0.09% | +9+1.7% | Added |
| Headinvest, LLC | 523 | $265.7K | 0.06% | −262−33.4% | Reduced |
| United Bank | 553 | $265.8K | 0.03% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 553 | $265.8K | 0.19% | +5+0.9% | Added |
| Halbert Hargrove Global Advisors, LLC | 553 | $266.3K | 0.02% | −1,603−74.4% | Reduced |
| C M Bidwell & Associates Ltd | 554 | $266.3K | 0.19% | −85−13.3% | Reduced |
| Financial Management Network Inc | 558 | $266.4K | 0.09% | −7−1.2% | Reduced |
| Edgemoor Investment Advisors, Inc. | 555 | $266.8K | 0.03% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 556 | $267.1K | 0.21% | +2+0.4% | Added |
| West Bancorporation Inc | 556 | $267.2K | 0.18% | 00.0% | Unchanged |
| Diligent Investors, LLC | 557 | $267.8K | 0.08% | +100+21.9% | Added |
| Pacific Global Investment Management CO | 560 | $269.0K | 0.06% | +10+1.8% | Added |
| Lion Street Advisors, LLC | 587 | $270.3K | 0.09% | −2−0.3% | Reduced |
| Peak Planning Group, LLC | 563 | $270.5K | 0.20% | −23−3.9% | Reduced |
| Von Berge Wealth Management Group, LLC | 565 | $271.4K | 0.22% | −47−7.7% | Reduced |
| Talisman Wealth Advisors LLC | 567 | $272.4K | 0.46% | +54+10.5% | Added |
| Wellington Shields Capital Management, LLC | 567 | $272.5K | 0.03% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 567 | $272.7K | 0.30% | +10+1.8% | Added |
| Rosenbaum Jay D. | 569 | $273.5K | 0.44% | +569 | New |
| Oak Thistle LLC | 571 | $274.4K | 0.14% | −534−48.3% | Reduced |
| Carr Financial Group Corp | 573 | $275.4K | 0.11% | +573 | New |
| One Charles Private Wealth Services, LLC | 574 | $275.9K | 0.16% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 575 | $276.4K | 0.13% | −26−4.3% | Reduced |
| Hongkou Capital LP | 575 | $276.4K | 0.87% | +365+173.8% | Added |
| Qsemble Capital Management, LP | 575 | $276.4K | 0.20% | +575 | New |
| Day & Ennis, LLC | 577 | $277.3K | 0.11% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 580 | $278.6K | 0.15% | +33+6.0% | Added |
| Templeton & Phillips Capital Management, LLC | 580 | $278.8K | 0.30% | +580 | New |
| VisionPoint Advisory Group, LLC | 582 | $279.7K | 0.11% | +21+3.7% | Added |
| Indiana Trust & Investment Management CO | 582 | $279.7K | 0.14% | −24−4.0% | Reduced |
| Davy Global Fund Management Ltd | 583 | $280.2K | 0.05% | +583 | New |
| Probity Advisors, Inc. | 583 | $280.2K | 0.06% | +583 | New |
| Oliver Luxxe Assets LLC | 585 | $281.2K | 0.07% | 00.0% | Unchanged |
| Bridge Advisory, LLC | 587 | $282.1K | 0.10% | +35+6.3% | Added |
| Kaizen Financial Strategies | 625 | $282.5K | 0.24% | −289−31.6% | Reduced |
| Slagle Financial, LLC | 590 | $283.5K | 0.18% | +590 | New |
| Quilter Plc | 286 | $283.8K | 0.01% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 591 | $284.1K | 0.06% | +45+8.2% | Added |
| Bridgeworth, LLC | 591 | $284.1K | 0.03% | +30+5.3% | Added |
| NovaPoint Capital, LLC | 592 | $284.5K | 0.11% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 593 | $285.0K | 0.09% | +29+5.1% | Added |
| Kraft, Davis & Associates, LLC | 558 | $285.1K | 0.10% | +558 | New |
| Old Point Trust & Financial Services N A | 595 | $286.0K | 0.12% | 00.0% | Unchanged |
| West Wealth Group, LLC | 596 | $286.4K | 0.12% | +1+0.2% | Added |
| Reston Wealth Management LLC | 597 | $286.8K | 0.14% | +22+3.8% | Added |
| FORA Capital, LLC | 597 | $286.9K | 0.04% | −26,882−97.8% | Reduced |
| Cairn Investment Group, Inc. | 597 | $287.0K | 0.19% | 00.0% | Unchanged |
| Cherrydale Wealth Management, LLC | 599 | $287.8K | 0.20% | +56+10.3% | Added |
| Dash Acquisitions Inc. | 600 | $288.4K | 0.11% | +18+3.1% | Added |
| First Heartland Consultants, Inc. | 600 | $288.6K | 0.04% | −899−60.0% | Reduced |
| Summit Financial Group Inc | 601 | $288.9K | 0.11% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 602 | $289.5K | 0.09% | −39−6.1% | Reduced |
| C2C Wealth Management, LLC | 599 | $289.8K | 0.04% | −31−4.9% | Reduced |
| CJM Wealth Advisers, Ltd. | 604 | $290.3K | 0.15% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 605 | $290.9K | 0.13% | +18+3.1% | Added |
| Vista Capital Partners, Inc. | 607 | $291.7K | 0.04% | −28−4.4% | Reduced |
| Prelude Capital Management, LLC | 608 | $292.2K | 0.02% | +7+1.2% | Added |
| Strait & Sound Wealth Management LLC | 611 | $293.7K | 0.29% | −222−26.7% | Reduced |
| Merrion Investment Management Co, LLC | 611 | $293.7K | 0.25% | +75+14.0% | Added |
| Benedict Financial Advisors Inc | 612 | $293.9K | 0.08% | +3+0.5% | Added |
| Fortis Advisors, LLC | 613 | $294.6K | 0.21% | −167−21.4% | Reduced |
| Cottonwood Capital Advisors, LLC | 614 | $295.1K | 0.27% | −25−3.9% | Reduced |
| Endowment Wealth Management, Inc. | 614 | $295.1K | 0.27% | +31+5.3% | Added |
| Prostatis Group LLC | 73,968 | $295.6K | 0.14% | +73,380+12,479.6% | Added |
| Ritter Daniher Financial Advisory LLC | 616 | $296.1K | 0.12% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 617 | $296.6K | 0.02% | +98+18.9% | Added |
| WealthPlan Investment Management, LLC | 618 | $297.0K | 0.09% | −293−32.2% | Reduced |
| LPWM LLC | 624 | $298.2K | 0.13% | 00.0% | Unchanged |
| Windward Capital Management Co | 622 | $299.0K | 0.03% | −5−0.8% | Reduced |
| Private Capital Management, LLC | 623 | $299.4K | 0.04% | +109+21.2% | Added |
| Cypress Financial Planning LLC | 627 | $299.6K | 0.17% | +1+0.2% | Added |
| BlackDiamond Wealth Management Inc. | 587 | $299.9K | 0.25% | +75+14.6% | Added |
| High Pines Wealth Management, LLC | 624 | $299.9K | 0.46% | 00.0% | Unchanged |
| Aufman Associates Inc | 625 | $300.5K | 0.25% | −310−33.2% | Reduced |
| Werba Rubin Papier Wealth Management | 627 | $301.3K | 0.10% | +627 | New |
| Seed Wealth Management, Inc. | 627 | $301.4K | 0.32% | 00.0% | Unchanged |
| MBA Advisors LLC | 629 | $302.3K | 0.18% | 00.0% | Unchanged |
| Northstar Group, Inc. | 629 | $302.3K | 0.07% | +39+6.6% | Added |
| Strategic Wealth Designers | 629 | $302.4K | 0.05% | +13+2.1% | Added |
| Green Alpha Advisors, LLC | 630 | $302.8K | 0.20% | 00.0% | Unchanged |
| Intelligence Driven Advisers, LLC | 646 | $303.2K | 0.05% | +646 | New |
| Carroll Investors, Inc | 635 | $303.6K | 0.23% | −687−52.0% | Reduced |
| Raffa Wealth Management, LLC | 632 | $303.9K | 0.10% | +1+0.2% | Added |
| Forefront Analytics, LLC | 630 | $303.9K | 0.17% | +94+17.5% | Added |