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 |
|---|---|---|---|---|---|
| Olistico Wealth, LLC | 633 | $304.4K | 0.26% | −5−0.8% | Reduced |
| One + One Wealth Management, LLC | 636 | $305.7K | 0.20% | −155−19.6% | Reduced |
| Lansing Street Advisors | 639 | $307.2K | 0.18% | +1+0.2% | Added |
| Kennedy Investment Group | 639 | $307.3K | 0.18% | −227−26.2% | Reduced |
| Citizens & Northern Corp | 640 | $307.6K | 0.12% | −30−4.5% | Reduced |
| Greatmark Investment Partners, Inc. | 640 | $307.6K | 0.05% | −5−0.8% | Reduced |
| Antonetti Capital Management LLC | 641 | $308.1K | 0.44% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 642 | $308.6K | 0.02% | +19+3.0% | Added |
| CCG Wealth Management, LLC | 642 | $308.7K | 0.19% | −28−4.2% | Reduced |
| Wealthcare Capital Management LLC | 643 | $309.1K | 0.04% | −8−1.2% | Reduced |
| Bill Few Associates, Inc. | 644 | $309.5K | 0.16% | −43−6.3% | Reduced |
| Parcion Private Wealth LLC | 646 | $310.5K | 0.03% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 647 | $311.0K | 0.24% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 647 | $311.0K | 0.04% | −36−5.3% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 648 | $311.5K | 0.01% | −132,561−99.5% | Reduced |
| Evanson Asset Management, LLC | 648 | $311.5K | 0.03% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 650 | $312.2K | 0.11% | +114+21.3% | Added |
| KWMG, LLC | 653 | $313.9K | 0.04% | −25−3.7% | Reduced |
| Laffer Tengler Investments | 654 | $314.3K | 0.08% | −2,702−80.5% | Reduced |
| M. Kraus & Co | 655 | $314.8K | 0.11% | +70+12.0% | Added |
| waypoint wealth counsel | 658 | $316.0K | 0.28% | −41−5.9% | Reduced |
| Howard Wealth Management, LLC | 659 | $316.7K | 0.27% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 659 | $317.0K | 0.19% | −40−5.7% | Reduced |
| KLR Investment Advisors, LLC | 660 | $317.2K | 0.26% | +56+9.3% | Added |
| Peddock Capital Advisors, LLC | 661 | $317.7K | 0.10% | +10+1.5% | Added |
| Facet Wealth, Inc. | 631 | $318.6K | 0.02% | +163+34.8% | Added |
| Covestor Ltd | 665 | $319.0K | 0.24% | −87−11.6% | Reduced |
| Gray Wealth Management Inc. | 666 | $320.1K | 0.16% | +55+9.0% | Added |
| Southeast Asset Advisors Inc. | 667 | $320.8K | 0.05% | 00.0% | Unchanged |
| Hillman Capital Management, Inc. | 671 | $322.5K | 0.11% | 00.0% | Unchanged |
| Family Firm, Inc. | 672 | $322.8K | 0.09% | +2+0.3% | Added |
| 4J Wealth Management LLC | 673 | $323.5K | 0.31% | +15+2.3% | Added |
| First Personal Financial Services | 673 | $323.5K | 0.08% | −67−9.1% | Reduced |
| Bath Savings Trust Co | 673 | $323.5K | 0.04% | −12−1.8% | Reduced |
| LWM Advisory Services, LLC | 697 | $323.9K | 0.34% | −47−6.3% | Reduced |
| Flaharty Asset Management, LLC | 680 | $326.8K | 0.06% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 682 | $327.9K | 0.15% | +8+1.2% | Added |
| Shilanski & Associates, Inc. | 682 | $328.0K | 0.13% | −16−2.3% | Reduced |
| Client 1st Advisory Group, LLC | 683 | $328.3K | 0.17% | −238−25.8% | Reduced |
| Heartwood Wealth Advisors LLC | 683 | $328.3K | 0.05% | −2−0.3% | Reduced |
| KilterHowling LLC | 684 | $328.6K | 0.28% | +161+30.8% | Added |
| Emerald Advisors, LLC | 684 | $329.0K | 0.08% | +30+4.6% | Added |
| Wayfinding Financial, LLC | 654 | $329.0K | 0.23% | −31−4.5% | Reduced |
| Autumn Glory Partners, LLC | 685 | $329.2K | 0.24% | +685 | New |
| RWM Asset Management, LLC | 650 | $329.2K | 0.06% | −14−2.1% | Reduced |
| Seldon Capital LP | 687 | $330.2K | 0.35% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 687 | $330.3K | 0.18% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 688 | $330.9K | 0.14% | +194+39.3% | Added |
| Old North State Trust, LLC | 688 | $331.0K | 0.24% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 691 | $332.1K | 0.19% | −4−0.6% | Reduced |
| Ninety One North America, Inc. | 691 | $332.1K | 0.01% | −12,663−94.8% | Reduced |
| Custos Family Office, LLC | 693 | $333.1K | 0.22% | −41−5.6% | Reduced |
| Marino, Stram & Associates LLC | 697 | $335.2K | 0.09% | +13+1.9% | Added |
| Granite Harbor Advisors, Inc. | 698 | $335.4K | 0.26% | +80+12.9% | Added |
| Private Capital Management LLC | 698 | $335.5K | 0.10% | −79−10.2% | Reduced |
| LBMC Investment Advisors, LLC | 698 | $335.5K | 0.03% | 00.0% | Unchanged |
| RTD Financial Advisors, Inc. | 699 | $336.0K | 0.05% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 701 | $336.9K | 0.16% | −33−4.5% | Reduced |
| Moreno Evelyn V | 701 | $336.9K | 0.07% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 701 | $336.9K | 0.05% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 704 | $338.5K | 0.72% | +32+4.8% | Added |
| Coppell Advisory Solutions LLC | 713 | $339.8K | 0.10% | −75−9.5% | Reduced |
| Massachusetts Wealth Management | 707 | $339.8K | 0.33% | +250+54.7% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 707 | $340.0K | 0.22% | −11−1.5% | Reduced |
| Monterey Private Wealth, Inc. | 708 | $340.2K | 0.16% | +20+2.9% | Added |
| CTC LLC | 708 | $340.3K | 0.00% | −11,484−94.2% | Reduced |
| RW Investment Management LLC | 708 | $340.3K | 0.07% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 710 | $341.3K | 0.23% | +105+17.4% | Added |
| Element Pointe Advisors, LLC | 712 | $342.2K | 0.11% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 715 | $343.4K | 0.10% | +715 | New |
| Blue Barn Wealth, LLC | 715 | $343.7K | 0.22% | +13+1.9% | Added |
| Eubel Brady & Suttman Asset Management Inc | 715 | $344.0K | 0.05% | −1−0.1% | Reduced |
| Ten Capital Wealth Advisors, LLC | 716 | $344.0K | 0.10% | +299+71.7% | Added |
| Innova Wealth Partners | 716 | $344.1K | 0.29% | +716 | New |
| Pettyjohn, Wood & White, Inc | 716 | $344.1K | 0.08% | +150+26.5% | Added |
| Arbor Investment Advisors, LLC | 717 | $344.6K | 0.06% | 00.0% | Unchanged |
| Power Corp of Canada | 719 | $345.6K | 0.04% | +266+58.7% | Added |
| Red Lighthouse Investment Management, LLC | 722 | $347.0K | 0.16% | 00.0% | Unchanged |
| New World Advisors LLC | 725 | $348.5K | 0.12% | −332−31.4% | Reduced |
| Capstone Financial Advisors, Inc. | 725 | $348.5K | 0.03% | +9+1.3% | Added |
| McGowan Group Asset Management, Inc. | 726 | $349.1K | 0.05% | +38+5.5% | Added |
| Narus Financial Partners, LLC | 729 | $350.4K | 0.18% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 730 | $350.8K | 0.07% | +730 | New |
| Moseley Investment Management Inc | 730 | $350.9K | 0.20% | +10+1.4% | Added |
| Raleigh Capital Management Inc. | 730 | $350.9K | 0.18% | +37+5.3% | Added |
| Lee Danner & Bass Inc | 730 | $351.0K | 0.03% | +21+3.0% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 732 | $351.9K | 0.24% | −4−0.5% | Reduced |
| Signet Financial Management, LLC | 732 | $352.0K | 0.06% | −2−0.3% | Reduced |
| Financial Council Asset Management Inc | 733 | $352.3K | 0.27% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 735 | $353.2K | 0.28% | −55−7.0% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 735 | $353.3K | 0.31% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 737 | $354.0K | 0.07% | +1+0.1% | Added |
| Boston Research & Management Inc | 740 | $355.0K | 0.10% | 00.0% | Unchanged |
| Merlin Capital LLC | 740 | $355.7K | 1.21% | +22+3.1% | Added |
| Pensionmark Financial Group, LLC | 741 | $356.0K | 0.07% | +270+57.3% | Added |
| Ellenbecker Investment Group | 744 | $357.0K | 0.09% | +62+9.1% | Added |
| Lodestar Private Asset Management LLC | 745 | $358.1K | 0.06% | +26+3.6% | Added |
| BFT Financial Group, LLC | 747 | $358.6K | 0.04% | +173+30.1% | Added |
| Shulman DeMeo Asset Management LLC | 746 | $358.8K | 0.11% | −103−12.1% | Reduced |
| GeoWealth Management, LLC | 748 | $360.0K | 0.04% | +2+0.3% | Added |