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 |
|---|---|---|---|---|---|
| Alliance Wealth Advisors, LLC | 750 | $360.5K | 0.26% | +3+0.4% | Added |
| Worth Asset Management, LLC | 750 | $360.5K | 0.28% | +51+7.3% | Added |
| Westshore Wealth, LLC | 751 | $360.9K | 0.18% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 756 | $363.3K | 0.06% | −22,551−96.8% | Reduced |
| Abacus Wealth Partners, LLC | 756 | $363.4K | 0.11% | +81+12.0% | Added |
| Clark Financial Services Group Inc | 758 | $364.3K | 0.49% | −23−2.9% | Reduced |
| Gemmer Asset Management LLC | 758 | $364.3K | 0.05% | +62+8.9% | Added |
| Bernardo Wealth Planning LLC | 758 | $364.5K | 0.15% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 759 | $364.9K | 0.08% | −3,792−83.3% | Reduced |
| LVZ Advisors, Inc. | 761 | $365.6K | 0.05% | −1−0.1% | Reduced |
| Beck Bode, LLC | 761 | $365.8K | 0.09% | +12+1.6% | Added |
| Kerntke Otto McGlone Wealth Management Group | 761 | $366.0K | 0.36% | +21+2.8% | Added |
| Osterweis Capital Management Inc | 764 | $367.2K | 0.02% | −143−15.8% | Reduced |
| Tfo-TDC, LLC | 764 | $367.2K | 0.08% | +104+15.8% | Added |
| First Financial Corp | 765 | $367.7K | 0.24% | −54−6.6% | Reduced |
| Kinloch Capital, LLC | 765 | $367.7K | 0.22% | 00.0% | Unchanged |
| Newton One Investments LLC | 767 | $368.7K | 0.21% | +3+0.4% | Added |
| Octavia Wealth Advisors, LLC | 768 | $369.1K | 0.07% | +12+1.6% | Added |
| Capital Investment Services of America, Inc. | 770 | $370.1K | 0.04% | +162+26.6% | Added |
| Canvas Wealth Advisors, LLC | 728 | $370.1K | 0.14% | −187−20.4% | Reduced |
| Castleview Partners, LLC | 771 | $370.6K | 0.33% | +2+0.3% | Added |
| Kapitalo Investimentos Ltda | 773 | $371.5K | 0.07% | +773 | New |
| Financial Planning & Information Services, Inc. | 773 | $371.6K | 0.07% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 774 | $372.0K | 0.26% | −31−3.9% | Reduced |
| Philadelphia Trust Co | 777 | $373.0K | 0.04% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 776 | $373.1K | 0.25% | +20+2.6% | Added |
| Triumph Capital Management | 776 | $373.2K | 0.17% | +37+5.0% | Added |
| Summit Financial Strategies, Inc. | 777 | $373.4K | 0.07% | +777 | New |
| Spotlight Asset Group, Inc. | 782 | $375.9K | 0.34% | +275+54.2% | Added |
| Waters Parkerson & Co., LLC | 782 | $376.0K | 0.02% | −4−0.5% | Reduced |
| Kelman-Lazarov, Inc. | 784 | $377.0K | 0.09% | +54+7.4% | Added |
| Sentry LLC | 785 | $377.3K | 0.08% | 00.0% | Unchanged |
| Exchange Bank | 785 | $377.3K | 0.36% | +785 | New |
| Brooks, Moore & Associates, Inc. | 787 | $378.0K | 0.27% | 00.0% | Unchanged |
| Index Fund Advisors, Inc. | 787 | $378.3K | 0.02% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 787 | $378.3K | 0.23% | +210+36.4% | Added |
| Global Financial Private Client, LLC | 792 | $378.5K | 0.19% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 788 | $378.7K | 0.12% | +788 | New |
| Ullmann Financial Group, Inc. | 788 | $378.8K | 0.08% | +56+7.7% | Added |
| Tandem Wealth Advisors LLC | 789 | $379.2K | 0.23% | +74+10.3% | Added |
| Avenue 1 Advisors, LLC | 790 | $379.7K | 0.18% | +44+5.9% | Added |
| Linscomb & Williams, Inc. | 790 | $379.8K | 0.02% | −151−16.0% | Reduced |
| Wedgewood Investors Inc | 791 | $380.2K | 0.49% | −330−29.4% | Reduced |
| Rench Wealth Management, Inc. | 792 | $380.7K | 0.17% | +792 | New |
| Element Wealth, LLC | 793 | $381.3K | 0.27% | +39+5.2% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 796 | $382.6K | 0.31% | −7−0.9% | Reduced |
| First National Advisers, LLC | 798 | $384.0K | 0.35% | +32+4.2% | Added |
| Global Strategic Investment Solutions, LLC | 800 | $384.5K | 0.05% | +11+1.4% | Added |
| Woodstock Corp | 801 | $385.0K | 0.05% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 800 | $385.0K | 0.24% | +8+1.0% | Added |
| Lantz Financial LLC | 802 | $385.4K | 0.15% | −35−4.2% | Reduced |
| Lazari Capital Management, Inc. | 802 | $385.5K | 0.22% | +802 | New |
| Benin Management CORP | 804 | $386.4K | 0.14% | +3+0.4% | Added |
| Mascoma Wealth Management LLC | 766 | $387.5K | 0.12% | −99−11.4% | Reduced |
| Caerus Investment Advisors, LLC | 808 | $388.4K | 0.44% | +808 | New |
| ETF Portfolio Partners, Inc. | 809 | $388.8K | 0.14% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 815 | $391.7K | 0.16% | +45+5.8% | Added |
| Chickasaw Capital Management LLC | 815 | $392.0K | 0.02% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 833 | $392.5K | 0.04% | −180−17.8% | Reduced |
| Leo H. Evart, Inc. | 818 | $392.9K | 0.55% | +4+0.5% | Added |
| 3Chopt Investment Partners, LLC | 819 | $393.6K | 0.20% | +30+3.8% | Added |
| Rosenberg Matthew Hamilton | 819 | $393.9K | 0.13% | −201−19.7% | Reduced |
| Delphia (USA) Inc. | 820 | $394.1K | 0.62% | +120+17.1% | Added |
| Fortem Financial Group, LLC | 822 | $395.1K | 0.23% | +10+1.2% | Added |
| Sandy Cove Advisors, LLC | 823 | $395.4K | 0.23% | +75+10.0% | Added |
| Jmac Enterprises LLC | 824 | $396.0K | 0.10% | +49+6.3% | Added |
| Legacy Trust | 829 | $398.5K | 0.11% | −1−0.1% | Reduced |
| Allegheny Financial Group LTD | 831 | $399.6K | 0.19% | −127−13.3% | Reduced |
| Klingenstein Fields & Co LP | 835 | $401.3K | 0.02% | +10+1.2% | Added |
| Avaii Wealth Management, LLC | 836 | $401.8K | 0.31% | +7+0.8% | Added |
| SOA Wealth Advisors, LLC. | 837 | $402.4K | 0.09% | +7+0.8% | Added |
| Elite Wealth Management, Inc. | 841 | $404.2K | 0.13% | −9−1.1% | Reduced |
| CWS Financial Advisors, LLC | 846 | $406.6K | 0.15% | +5+0.6% | Added |
| Peterson Wealth Services | 847 | $407.0K | 0.20% | +7+0.8% | Added |
| Pasadena Private Wealth, LLC | 848 | $407.4K | 0.11% | 00.0% | Unchanged |
| Invictus Private Wealth, LLC | 849 | $408.1K | 0.04% | −30−3.4% | Reduced |
| Wellington Shields & Co., LLC | 850 | $408.5K | 0.10% | +24+2.9% | Added |
| Main Street Research LLC | 852 | $409.4K | 0.07% | +197+30.1% | Added |
| Michael S. Ryan, Inc. | 857 | $409.5K | 0.38% | +857 | New |
| Lanham O'Dell & Company, Inc. | 855 | $410.9K | 0.37% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 857 | $411.9K | 0.32% | +20+2.4% | Added |
| StrategIQ Financial Group, LLC | 859 | $412.9K | 0.05% | +2+0.2% | Added |
| Ellsworth Advisors, LLC | 862 | $414.3K | 0.14% | +34+4.1% | Added |
| Horizon Financial Services, LLC | 863 | $414.8K | 0.34% | +304+54.4% | Added |
| Sterling Group Wealth Management, LLC | 863 | $414.8K | 0.36% | 00.0% | Unchanged |
| Columbia Asset Management | 863 | $415.0K | 0.09% | −17−1.9% | Reduced |
| Centennial Bank | 864 | $415.3K | 0.28% | −25−2.8% | Reduced |
| Continuum Wealth Advisors, LLC | 866 | $416.2K | 0.29% | −120−12.2% | Reduced |
| Kavar Capital Partners Group, LLC | 867 | $416.7K | 0.09% | +16+1.9% | Added |
| Hazlett, Burt & Watson, Inc. | 867 | $417.0K | 0.31% | +168+24.0% | Added |
| Albert D Mason Inc | 868 | $417.0K | 0.29% | +274+46.1% | Added |
| Atwood & Palmer Inc | 868 | $417.2K | 0.04% | +319+58.1% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 870 | $418.1K | 0.22% | −142−14.0% | Reduced |
| Trellis Advisors, LLC | 870 | $418.2K | 0.19% | +23+2.7% | Added |
| Westmount Partners, LLC | 871 | $418.8K | 0.18% | +38+4.6% | Added |
| Byrne Asset Management LLC | – | $419.0K | 0.27% | – | – |
| Satovsky Asset Management LLC | 872 | $419.2K | 0.14% | +3+0.3% | Added |
| Taylor & Morgan Wealth Management, LLC | 872 | $419.2K | 0.34% | −50−5.4% | Reduced |
| Whitford Management LLC | 874 | $419.9K | 0.52% | +4+0.5% | Added |
| Jackson Hole Capital Partners, LLC | 875 | $420.6K | 0.12% | −2,364−73.0% | Reduced |