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
- 3,136
- +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
- 1,451 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 |
|---|---|---|---|---|---|
| First American Trust, FSB | 877 | $421.0K | 0.06% | −223−20.3% | Reduced |
| First United Bank Trust | 878 | $422.0K | 0.19% | +6+0.7% | Added |
| Wendell David Associates Inc | 879 | $422.0K | 0.05% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 878 | $422.0K | 1.17% | −56−6.0% | Reduced |
| Traphagen Investment Advisors LLC | 878 | $422.0K | 0.06% | +11+1.3% | Added |
| Abundance Wealth Counselors | 881 | $423.0K | 0.22% | +52+6.3% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 881 | $423.4K | 0.04% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 883 | $424.2K | 0.05% | −84−8.7% | Reduced |
| Grassi Investment Management | 885 | $425.0K | 0.05% | +200+29.2% | Added |
| Juncture Wealth Strategies, LLC | 886 | $425.8K | 0.20% | −37−4.0% | Reduced |
| Towerpoint Wealth, LLC | 888 | $426.8K | 0.24% | +28+3.3% | Added |
| Balboa Wealth Partners | 890 | $427.8K | 0.15% | −275−23.6% | Reduced |
| Paragon Private Wealth Management, LLC | 892 | $428.7K | 0.34% | 00.0% | Unchanged |
| Coury Firm Asset Management LLC | 896 | $430.9K | 0.62% | +3+0.3% | Added |
| Barrett & Company, Inc. | 899 | $432.1K | 0.25% | +245+37.5% | Added |
| EHP Funds Inc. | 900 | $432.6K | 0.12% | −300−25.0% | Reduced |
| Kaydan Wealth Management, Inc. | 901 | $433.1K | 0.18% | −53−5.6% | Reduced |
| Western Pacific Wealth Management, LP | 901 | $433.1K | 0.33% | +106+13.3% | Added |
| Cassia Capital Partners, LLC | 901 | $433.1K | 0.34% | +325+56.4% | Added |
| KFG Wealth Management, LLC | 902 | $433.6K | 0.25% | +309+52.1% | Added |
| Coastal Bridge Advisors, LLC | 903 | $434.0K | 0.11% | −200−18.1% | Reduced |
| Quantbot Technologies LP | 904 | $434.5K | 0.03% | −7,818−89.6% | Reduced |
| Advisor Resource Council | 904 | $434.5K | 0.25% | −4,073−81.8% | Reduced |
| 360 Financial, Inc. | 906 | $435.5K | 0.23% | −35−3.7% | Reduced |
| PRW Wealth Management LLC | 901 | $436.2K | 0.15% | +16+1.8% | Added |
| Ridgecrest Wealth Partners, LLC | 908 | $436.5K | 0.29% | +72+8.6% | Added |
| Mayport, LLC | 909 | $436.8K | 0.25% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 911 | $437.9K | 0.41% | −994−52.2% | Reduced |
| SRB Corp | 914 | $439.3K | 0.03% | +178+24.2% | Added |
| Values Added Financial LLC | 915 | $439.8K | 0.41% | +915 | New |
| New England Capital Financial Advisors LLC | 915 | $440.0K | 0.29% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 918 | $441.4K | 0.14% | −15−1.6% | Reduced |
| Barry Investment Advisors, LLC | 919 | $441.8K | 0.15% | +3+0.3% | Added |
| HFR Wealth Management, LLC | 920 | $442.0K | 0.12% | −15−1.6% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 898 | $442.0K | 0.04% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 920 | $442.2K | 0.04% | −53−5.4% | Reduced |
| TFB Advisors LLC | 920 | $442.2K | 0.19% | +29+3.3% | Added |
| Almanack Investment Partners, LLC. | 921 | $442.7K | 0.08% | +37+4.2% | Added |
| Apella Capital, LLC | 921 | $442.7K | 0.03% | +921 | New |
| Insight Folios Inc | 922 | $443.0K | 0.19% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 923 | $443.4K | 0.11% | −70−7.0% | Reduced |
| Echo45 Advisors LLC | 923 | $443.6K | 0.37% | −54−5.5% | Reduced |
| Cooper/Haims Advisors, LLC | 923 | $443.9K | 0.34% | +75+8.8% | Added |
| First Bank & Trust | 927 | $445.6K | 0.11% | −146−13.6% | Reduced |
| Grant Street Asset Management, Inc. | 930 | $446.9K | 0.17% | +302+48.1% | Added |
| Matisse Capital | 930 | $447.0K | 0.28% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 931 | $447.5K | 0.31% | −180−16.2% | Reduced |
| Burke & Herbert Bank & Trust Co | 932 | $448.0K | 0.30% | −11−1.2% | Reduced |
| Reynders McVeigh Capital Management, LLC | 933 | $449.0K | 0.03% | −108−10.4% | Reduced |
| Cornerstone Capital, Inc. | 935 | $449.4K | 0.05% | +935 | New |
| Revisor Wealth Management LLC | 935 | $449.6K | 0.40% | +59+6.7% | Added |
| Security National Bank of So Dak | 936 | $449.9K | 0.32% | +936 | New |
| REDW Wealth LLC | 938 | $450.9K | 0.14% | +28+3.1% | Added |
| HWG Holdings LP | 941 | $452.3K | 0.21% | −47−4.8% | Reduced |
| Perennial Advisors, LLC | 941 | $452.3K | 0.12% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 943 | $453.2K | 0.23% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 945 | $454.2K | 0.19% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 946 | $454.7K | 0.03% | −51−5.1% | Reduced |
| Objective Capital Management, LLC | 947 | $455.0K | 0.40% | −21−2.2% | Reduced |
| Rathbone Brothers plc | 948 | $455.6K | 0.00% | +44+4.9% | Added |
| Red Wave Investments LLC | 949 | $456.1K | 0.18% | −1−0.1% | Reduced |
| First Dallas Securities Inc. | 950 | $457.0K | 0.25% | −450−32.1% | Reduced |
| Regal Wealth Group, Inc. | 991 | $457.2K | 0.30% | +1+0.1% | Added |
| Twelve Points Wealth Management LLC | 956 | $459.3K | 0.24% | +160+20.1% | Added |
| First Community Trust NA | 961 | $461.9K | 0.52% | −30−3.0% | Reduced |
| Cheviot Value Management, LLC | 961 | $461.9K | 0.10% | +252+35.5% | Added |
| Xcel Wealth Management, LLC | 963 | $462.9K | 0.15% | +30+3.2% | Added |
| Palmer Knight Co | 963 | $462.9K | 0.28% | +963 | New |
| Etesian Wealth Advisors, Inc. | 963 | $462.9K | 0.30% | +4+0.4% | Added |
| Redwood Financial Network Corp | 963 | $463.0K | 0.43% | +86+9.8% | Added |
| Cascade Investment Group, Inc. | 965 | $463.7K | 0.42% | −7−0.7% | Reduced |
| Tower Wealth Partners, Inc. | 965 | $463.8K | 0.37% | −7−0.7% | Reduced |
| SignalPoint Asset Management, LLC | 966 | $464.3K | 0.14% | +73+8.2% | Added |
| Jackson Square Partners, LLC | 978 | $470.1K | 0.01% | +14+1.5% | Added |
| Onyx Bridge Wealth Group LLC | 979 | $470.5K | 0.11% | +193+24.6% | Added |
| Newbridge Financial Services Group, Inc. | 988 | $474.7K | 0.23% | −48−4.6% | Reduced |
| Greenwood Gearhart Inc | 990 | $475.8K | 0.06% | −92−8.5% | Reduced |
| Vista Wealth Management Group, LLC | 991 | $476.5K | 0.05% | −80−7.5% | Reduced |
| High Net Worth Advisory Group LLC | 992 | $476.9K | 0.19% | +44+4.6% | Added |
| Baker Ellis Asset Management LLC | 994 | $477.8K | 0.08% | −24−2.4% | Reduced |
| Levy Wealth Management Group, LLC | 997 | $479.1K | 0.14% | +3+0.3% | Added |
| Simplify Asset Management Inc. | 997 | $479.2K | 0.09% | −1,665−62.5% | Reduced |
| AtlasMark Financial, Inc | 1,000 | $480.6K | 0.59% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 1,000 | $480.6K | 0.10% | +17+1.7% | Added |
| Ipswich Investment Management Co., Inc. | 1,000 | $480.6K | 0.13% | +1,000 | New |
| Quinn Opportunity Partners LLC | 1,000 | $480.6K | 0.07% | +1,000 | New |
| M Holdings Securities, Inc. | 1,000 | $481.0K | 0.10% | −2,355−70.2% | Reduced |
| Stonebridge Capital Management Inc | 1,000 | $481.0K | 0.22% | 00.0% | Unchanged |
| General Partner, Inc. | 1,002 | $481.6K | 0.40% | 00.0% | Unchanged |
| Golden Green, Inc. | 1,002 | $481.6K | 0.52% | +1,002 | New |
| Luts & Greenleigh Group, Inc | 1,003 | $482.2K | 0.59% | −172−14.6% | Reduced |
| Beck Mack & Oliver LLC | 1,004 | $482.6K | 0.01% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 1,004 | $482.6K | 0.03% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 1,004 | $483.0K | 0.03% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,005 | $483.0K | 0.07% | −38−3.6% | Reduced |
| Aldebaran Financial Inc. | 1,005 | $483.0K | 0.69% | −6−0.6% | Reduced |
| Bank Ozk | 1,008 | $484.5K | 0.23% | −93−8.4% | Reduced |
| Austin Private Wealth, LLC | 1,008 | $484.5K | 0.07% | +21+2.1% | Added |
| Bouchey Financial Group Ltd | 1,008 | $484.5K | 0.06% | +13+1.3% | Added |
| Arlington Partners LLC | 1,015 | $487.9K | 0.08% | +114+12.7% | Added |