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 |
|---|---|---|---|---|---|
| Single Point Partners, LLC | 1,016 | $488.0K | 0.67% | −113−10.0% | Reduced |
| Amplius Wealth Advisors, LLC | 1,016 | $488.3K | 0.07% | +45+4.6% | Added |
| Hallmark Capital Management Inc | 1,019 | $489.8K | 0.04% | −459−31.1% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 1,022 | $491.2K | 0.21% | −336−24.7% | Reduced |
| Core Wealth Partners LLC | 1,022 | $491.2K | 0.45% | +1,022 | New |
| Watershed Private Wealth LLC | 1,023 | $491.7K | 0.30% | +66+6.9% | Added |
| Foundry Partners, LLC | 1,025 | $492.7K | 0.03% | −10−1.0% | Reduced |
| Hengehold Capital Management LLC | 1,032 | $495.8K | 0.07% | −2−0.2% | Reduced |
| MEMBERS Trust Co | 1,034 | $497.0K | 0.01% | +1,034 | New |
| Lesa Sroufe & Co | 1,035 | $497.0K | 0.53% | −30−2.8% | Reduced |
| Eagle Bay Advisors LLC | 1,035 | $497.4K | 0.28% | +11+1.1% | Added |
| Guardian Wealth Advisors, LLC | 1,037 | $498.6K | 0.37% | +2+0.2% | Added |
| Ethos Financial Group, LLC | 1,056 | $499.1K | 0.17% | 00.0% | Unchanged |
| Financial Architects, Inc | 1,042 | $500.8K | 0.08% | +81+8.4% | Added |
| Verus Capital Partners, LLC | 1,043 | $501.2K | 0.07% | +271+35.1% | Added |
| Hexagon Capital Partners LLC | 1,045 | $502.3K | 0.13% | −218−17.3% | Reduced |
| First Command Bank | 1,047 | $503.2K | 0.05% | −26−2.4% | Reduced |
| First Command Financial Services, Inc. | 1,047 | $503.2K | 0.05% | −26−2.4% | Reduced |
| BHK Investment Advisors, LLC | 1,049 | $504.2K | 0.22% | +88+9.2% | Added |
| Alhambra Investment Partners LLC | 1,049 | $504.2K | 0.33% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 1,053 | $506.1K | 0.07% | −44−4.0% | Reduced |
| Jupiter Wealth Management LLC | 1,054 | $506.6K | 0.44% | +354+50.6% | Added |
| Fairview Capital Investment Management, LLC | 1,056 | $507.6K | 0.03% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 1,057 | $508.0K | 0.31% | −135−11.3% | Reduced |
| BCS Wealth Management | 1,058 | $509.0K | 0.37% | +386+57.4% | Added |
| Mitchell Sinkler & Starr | 1,060 | $509.5K | 0.14% | +30+2.9% | Added |
| Klingman & Associates, LLC | 1,060 | $509.5K | 0.04% | +108+11.3% | Added |
| Lifeworks Advisors, LLC | 1,062 | $510.4K | 0.22% | −1−0.1% | Reduced |
| New Jersey Better Educational Savings Trust | 1,063 | $510.9K | 1.20% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,064 | $511.4K | 0.33% | +35+3.4% | Added |
| Harvey Capital Management Inc | 1,066 | $512.4K | 0.19% | +1,066 | New |
| Northwest Wealth Management, LLC | 1,067 | $512.9K | 0.19% | −5−0.5% | Reduced |
| Worth Financial Advisory Group, LLC | 1,072 | $515.3K | 0.48% | +64+6.3% | Added |
| Unionview, LLC | 1,073 | $515.7K | 0.47% | −2−0.2% | Reduced |
| HHM Wealth Advisors, LLC | 1,073 | $515.7K | 0.10% | +295+37.9% | Added |
| Smith Anglin Financial, LLC | 1,075 | $516.5K | 0.06% | +134+14.2% | Added |
| Palisades Hudson Asset Management, L.P. | 1,078 | $518.0K | 0.27% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 1,078 | $518.2K | 0.02% | +173+19.1% | Added |
| Crumly & Associates Inc. | 1,084 | $520.8K | 0.21% | −536−33.1% | Reduced |
| Latitude Advisors, LLC | 1,084 | $520.9K | 0.36% | +13+1.2% | Added |
| JJJ Advisors Inc. | 1,084 | $521.0K | 0.14% | +214+24.6% | Added |
| Charter Oak Capital Management, LLC | 1,085 | $521.5K | 0.07% | +38+3.6% | Added |
| Black Diamond Financial, LLC | 1,086 | $521.8K | 0.15% | +17+1.6% | Added |
| Pathway Financial Advisors LLC | 1,086 | $522.0K | 0.17% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 1,086 | $522.0K | 0.11% | +16+1.5% | Added |
| Family Management Corp | 1,087 | $522.5K | 0.11% | −32−2.9% | Reduced |
| NFP Retirement, Inc. | 1,088 | $522.9K | 0.10% | −25−2.2% | Reduced |
| Seelaus Asset Management LLC | 1,087 | $523.0K | 0.41% | −200−15.5% | Reduced |
| Manhattan West Asset Management, LLC | 1,089 | $523.4K | 0.20% | +617+130.7% | Added |
| Laurel Wealth Planning LLC | 1,090 | $524.0K | 0.37% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 1,094 | $526.0K | 0.55% | +136+14.2% | Added |
| Lafayette Investments, Inc. | 1,095 | $526.3K | 0.14% | +100+10.1% | Added |
| Westwood Management Corp | 1,100 | $529.0K | 0.07% | +1,100 | New |
| Strategic Family Wealth Counselors, L.L.C. | 1,101 | $529.4K | 0.24% | 00.0% | Unchanged |
| Brave Warrior Advisors, LLC | 1,106 | $531.6K | 0.01% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 1,110 | $533.4K | 0.21% | +1+0.1% | Added |
| Green Harvest Asset Management LLC | 1,110 | $533.5K | 0.02% | −1,885−62.9% | Reduced |
| Arcataur Capital Management LLC | 1,110 | $533.5K | 0.22% | +1,110 | New |
| Goldstein Advisors, LLC | 1,111 | $533.8K | 0.11% | +128+13.0% | Added |
| Alpine Woods Capital Investors, LLC | 1,113 | $535.0K | 0.08% | −2,554−69.6% | Reduced |
| Veracity Capital LLC | 1,114 | $535.2K | 0.23% | −45−3.9% | Reduced |
| Renaissance Investment Group LLC | 1,116 | $536.4K | 0.14% | −59−5.0% | Reduced |
| RMR Wealth Builders | 1,119 | $537.6K | 0.09% | −5−0.4% | Reduced |
| Tillman Hartley LLC | 1,119 | $537.8K | 0.21% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 1,119 | $538.0K | 0.09% | +181+19.3% | Added |
| Quantamental Technologies LLC | 1,122 | $539.3K | 0.22% | −20−1.8% | Reduced |
| Crewe Advisors LLC | 1,123 | $539.8K | 0.08% | −394−26.0% | Reduced |
| MTM Investment Management, LLC | 1,123 | $539.8K | 0.26% | 00.0% | Unchanged |
| GFG Capital, LLC | 1,129 | $542.8K | 0.10% | −43−3.7% | Reduced |
| Rappaport Reiches Capital Management, LLC | 1,131 | $543.6K | 0.23% | −32−2.8% | Reduced |
| Perritt Capital Management Inc | 1,137 | $546.2K | 0.30% | −225−16.5% | Reduced |
| Hyperion Partners, LLC | 1,137 | $546.5K | 0.46% | 00.0% | Unchanged |
| Parnassus Investments | 1,137 | $546.5K | 0.00% | +459+67.7% | Added |
| Successful Portfolios LLC | 1,137 | $546.5K | 0.47% | −283−19.9% | Reduced |
| Sound Income Strategies, LLC | 1,143 | $549.6K | 0.06% | +205+21.9% | Added |
| FFT Wealth Management LLC | 1,145 | $550.3K | 0.07% | +43+3.9% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 1,158 | $552.0K | 0.28% | −70−5.7% | Reduced |
| Windsor Group LTD | 1,149 | $552.0K | 0.10% | +109+10.5% | Added |
| GenTrust, LLC | 1,151 | $553.2K | 0.04% | −14−1.2% | Reduced |
| Center for Financial Planning, Inc. | 1,151 | $553.2K | 0.12% | +10+0.9% | Added |
| Tectonic Advisors LLC | 1,152 | $553.8K | 0.07% | +4+0.3% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 1,153 | $554.2K | 0.28% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 1,153 | $554.2K | 0.25% | +150+15.0% | Added |
| Sage Rhino Capital LLC | 1,155 | $555.1K | 0.15% | −244−17.4% | Reduced |
| Prosperity Consulting Group, LLC | 1,156 | $555.8K | 0.34% | −18−1.5% | Reduced |
| Sandbox Financial Partners, LLC | 1,158 | $556.5K | 0.29% | +45+4.0% | Added |
| Dentgroup LLC | 1,161 | $558.1K | 0.40% | −6−0.5% | Reduced |
| Heck Capital Advisors, LLC | 1,163 | $559.0K | 0.10% | −24−2.0% | Reduced |
| Hoylecohen, LLC | 1,163 | $559.0K | 0.05% | −24−2.0% | Reduced |
| Kowal Investment Group, LLC | 1,169 | $561.6K | 0.15% | +4+0.3% | Added |
| Baker Boyer National Bank | 1,170 | $562.3K | 0.21% | +53+4.7% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,171 | $562.9K | 0.08% | +95+8.8% | Added |
| Roman Butler Fullerton & Co | 1,120 | $564.2K | 0.26% | +17+1.5% | Added |
| Mendel Capital Management LLC | 1,174 | $564.5K | 0.45% | +2+0.2% | Added |
| Bangor Savings Bank | 1,176 | $565.2K | 0.06% | −13−1.1% | Reduced |
| Telos Capital Management, Inc. | 1,186 | $570.0K | 0.08% | +187+18.7% | Added |
| Resurgent Financial Advisors LLC | 1,188 | $571.0K | 0.38% | −527−30.7% | Reduced |
| Dillon & Associates Inc | 1,188 | $571.0K | 0.11% | 00.0% | Unchanged |
| Alterity Financial Group, LLC | 1,192 | $572.8K | 0.83% | +45+3.9% | Added |
| Peoples Bank | 1,194 | $573.9K | 0.35% | −14−1.2% | Reduced |