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 | 3,054 | $202.4B |
| Q4 2025 | 3,311 | $248.2B |
| Q3 2025 | 3,168 | $253.5B |
| Q2 2025 | 3,185 | $241.1B |
| Q1 2025 | 3,613 | $424.3B |
| Q4 2024 | 3,684 | $409.5B |
| Q3 2024 | 3,476 | $474.6B |
| Q2 2024 | 3,406 | $411.9B |
| Q1 2024 | 3,384 | $398.9B |
| Q4 2023 | 3,421 | $428.0B |
| Q3 2023 | 3,144 | $407.5B |
| Q2 2023 | 3,136 | $388.4B |
| Q1 2023 | 3,114 | $383.6B |
| Q4 2022 | 3,159 | $434.2B |
| Q3 2022 | 2,998 | $413.5B |
| Q2 2022 | 2,964 | $422.0B |
| Q1 2022 | 2,965 | $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 |
|---|---|---|---|---|---|
| Evolution Advisers, Inc. | 1,194 | $574.0K | 0.40% | +951+391.4% | Added |
| Washington Trust Co | 1,196 | $574.8K | 0.02% | −5−0.4% | Reduced |
| Sonata Capital Group Inc | 1,197 | $575.0K | 0.30% | +300+33.4% | Added |
| Copperwynd Financial, LLC | 1,198 | $575.8K | 0.27% | −793−39.8% | Reduced |
| Iron Horse Wealth Management, LLC | 1,198 | $575.8K | 0.28% | 00.0% | Unchanged |
| Penobscot Wealth Management | 1,199 | $576.0K | 0.42% | +1+0.1% | Added |
| Baker Avenue Asset Management, LP | 1,199 | $576.4K | 0.03% | −452−27.4% | Reduced |
| Sherbrooke Park Advisers LLC | 1,200 | $576.8K | 0.30% | +1,200 | New |
| Deseret Mutual Benefit Administrators | 1,202 | $577.7K | 0.22% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,202 | $577.7K | 0.28% | +7+0.6% | Added |
| Hemington Wealth Management | 1,205 | $578.0K | 0.23% | −45−3.6% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 1,203 | $579.3K | 0.13% | +90+8.1% | Added |
| Gilman Hill Asset Management, LLC | 1,206 | $579.7K | 0.11% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 1,207 | $580.1K | 0.12% | +2+0.2% | Added |
| Cypress Wealth Services, LLC | 1,204 | $583.1K | 0.15% | +122+11.3% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,215 | $584.0K | 0.11% | +50+4.3% | Added |
| Invst, LLC | 1,217 | $584.7K | 0.08% | +71+6.2% | Added |
| Midwest Financial Group LLC | 1,216 | $585.0K | 0.50% | −49−3.9% | Reduced |
| Armbruster Capital Management, Inc. | 1,225 | $588.8K | 0.14% | 00.0% | Unchanged |
| BMS Financial Advisors, LLC | 1,232 | $592.1K | 0.39% | −470−27.6% | Reduced |
| Hoxton Planning & Management, LLC | 1,234 | $593.1K | 0.37% | +3+0.2% | Added |
| Quadrant Private Wealth Management, LLC | 1,235 | $593.6K | 0.17% | +169+15.9% | Added |
| Holistic Financial Partners | 1,237 | $594.6K | 0.41% | −73−5.6% | Reduced |
| Lumature Wealth Partners, LLC | 1,238 | $595.3K | 0.35% | +5+0.4% | Added |
| Unique Wealth, LLC | 1,240 | $595.8K | 0.26% | +204+19.7% | Added |
| First City Capital Management, Inc. | 1,241 | $596.5K | 0.35% | 00.0% | Unchanged |
| Ted Buchan & Co | 1,242 | $597.0K | 0.46% | +611+96.8% | Added |
| Intrepid Financial Planning Group LLC | 1,248 | $599.8K | 0.29% | +48+4.0% | Added |
| Curbstone Financial Management Corp | 1,248 | $599.8K | 0.14% | +50+4.2% | Added |
| EdgeRock Capital LLC | 1,252 | $601.8K | 0.29% | −56−4.3% | Reduced |
| Bordeaux Wealth Advisors LLC | 1,257 | $604.2K | 0.25% | +17+1.4% | Added |
| Seven Springs Wealth Group, LLC | 1,261 | $606.1K | 0.29% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 1,187 | $606.4K | 0.38% | +72+6.5% | Added |
| Full Sail Capital, LLC | 1,267 | $609.0K | 0.05% | −13−1.0% | Reduced |
| DDFG, Inc | 1,267 | $609.2K | 0.22% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 1,270 | $610.4K | 0.15% | 00.0% | Unchanged |
| Ninepoint Partners LP | 1,271 | $610.9K | 0.08% | 00.0% | Unchanged |
| Garda Capital Partners LP | 1,271 | $610.9K | 0.29% | +380+42.6% | Added |
| Private Ocean, LLC | 1,272 | $611.6K | 0.08% | +344+37.1% | Added |
| Fernwood Investment Management, LLC | 1,277 | $613.8K | 0.22% | +91+7.7% | Added |
| Visionary Wealth Advisors | 1,277 | $613.8K | 0.05% | −30−2.3% | Reduced |
| Financial Management Professionals, Inc. | 1,280 | $615.0K | 0.10% | −21−1.6% | Reduced |
| Seven Mile Advisory | 1,281 | $615.7K | 0.72% | +1,281 | New |
| Aire Advisors, LLC | 1,284 | $618.0K | 0.16% | +2+0.2% | Added |
| Howland Capital Management LLC | 1,294 | $621.9K | 0.04% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 1,297 | $623.4K | 0.11% | −68−5.0% | Reduced |
| CoreCap Advisors, LLC | 1,300 | $624.8K | 0.04% | +1,300 | New |
| Ar Asset Management Inc | 1,300 | $625.0K | 0.17% | +1,300 | New |
| Valley National Advisers Inc | 1,302 | $626.0K | 0.11% | +5+0.4% | Added |
| Miramar Capital, LLC | 1,311 | $630.1K | 0.16% | −164−11.1% | Reduced |
| Column Capital Advisors, LLC | 1,313 | $631.3K | 0.09% | −3−0.2% | Reduced |
| Washington Trust Advisors, Inc. | 1,317 | $633.2K | 0.06% | −300−18.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,320 | $634.4K | 0.28% | +94+7.7% | Added |
| Gladius Capital Management LP | 1,320 | $634.4K | 0.32% | +1,320 | New |
| Signature Estate & Investment Advisors LLC | 1,324 | $636.0K | 0.02% | +22+1.7% | Added |
| Heritage Financial Services, LLC | 1,326 | $637.3K | 0.13% | 00.0% | Unchanged |
| First International Bank & Trust | 1,326 | $637.3K | 0.20% | +16+1.2% | Added |
| Bourgeon Capital Management LLC | 1,326 | $637.3K | 0.15% | +1,250+1,644.7% | Added |
| World Equity Group, Inc. | 1,327 | $637.8K | 0.19% | −3,050−69.7% | Reduced |
| VeraBank, N.A. | 1,328 | $638.3K | 0.25% | +11+0.8% | Added |
| TriaGen Wealth Management LLC | 1,329 | $638.8K | 0.29% | −59−4.3% | Reduced |
| Wealthstream Advisors, Inc. | 1,329 | $639.0K | 0.34% | +768+136.9% | Added |
| Sanders Morris Harris LLC | 1,338 | $639.9K | 0.14% | +1,338 | New |
| PrairieView Partners, LLC | 1,333 | $640.0K | 0.08% | +101+8.2% | Added |
| Inspire Advisors, LLC | 1,339 | $643.5K | 0.12% | +154+13.0% | Added |
| BCK Partners, Inc. | 1,342 | $645.0K | 0.40% | 00.0% | Unchanged |
| Brown Capital Management LLC | 1,344 | $646.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,344 | $646.0K | 0.10% | +471+54.0% | Added |
| United Community Bank | 1,351 | $649.3K | 0.57% | −245−15.4% | Reduced |
| Cutter & CO Brokerage, Inc. | 1,354 | $650.8K | 0.19% | −22−1.6% | Reduced |
| Kenfarb & Co. | 1,355 | $651.3K | 0.57% | −27−2.0% | Reduced |
| Baystate Wealth Management LLC | 1,356 | $652.0K | 0.05% | +7+0.5% | Added |
| Farmers National Bank | 1,357 | $652.2K | 0.22% | −15−1.1% | Reduced |
| Modus Advisors, LLC | 1,357 | $652.2K | 0.28% | +187+16.0% | Added |
| Baxter Bros Inc | 1,364 | $655.6K | 0.10% | +140+11.4% | Added |
| AllSquare Wealth Management LLC | 1,367 | $656.0K | 0.43% | +56+4.3% | Added |
| Vaughan Nelson Investment Management, L.P. | 1,365 | $656.0K | 0.01% | +140+11.4% | Added |
| Emerald Advisers, LLC | 1,368 | $657.5K | 0.03% | −287−17.3% | Reduced |
| Thomasville National Bank | 1,368 | $657.5K | 0.06% | −14−1.0% | Reduced |
| Rock Creek Group, LP | 1,373 | $659.9K | 0.10% | −81−5.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,379 | $662.8K | 0.00% | +380+38.0% | Added |
| Engineers Gate Manager LP | 1,386 | $666.2K | 0.03% | −9,232−86.9% | Reduced |
| Caxton Associates LP | 1,387 | $666.6K | 0.10% | +1,387 | New |
| Kanawha Capital Management LLC | 1,391 | $668.6K | 0.06% | −39−2.7% | Reduced |
| Navellier & Associates Inc | 1,393 | $669.5K | 0.13% | +5+0.4% | Added |
| Marquette Asset Management, LLC | 1,393 | $669.5K | 0.17% | +115+9.0% | Added |
| Principal Street Partners, LLC | 1,393 | $669.7K | 0.16% | −6−0.4% | Reduced |
| Cedrus LLC | 1,399 | $672.4K | 0.47% | −5−0.4% | Reduced |
| RiverGlades Family Offices LLC | 1,400 | $672.9K | 0.60% | 00.0% | Unchanged |
| Van Den Berg Management I, Inc | 1,401 | $673.4K | 0.24% | +1,401 | New |
| MSH Capital Advisors LLC | 1,402 | $673.8K | 0.25% | +262+23.0% | Added |
| ZWJ Investment Counsel Inc | 1,404 | $674.6K | 0.04% | +30+2.2% | Added |
| Industrial Alliance Investment Management Inc. | 1,404 | $675.0K | 0.36% | −159,893−99.1% | Reduced |
| Stonebridge Financial Planning Group, LLC | 1,406 | $675.8K | 0.41% | −14−1.0% | Reduced |
| SFMG, LLC | 1,409 | $677.2K | 0.07% | −170−10.8% | Reduced |
| Carson Advisory Inc. | 1,409 | $677.3K | 0.57% | +761+117.4% | Added |
| Investors Asset Management of Georgia Inc | 1,411 | $678.0K | 0.35% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 1,414 | $679.6K | 0.43% | +11+0.8% | Added |
| Wealth Enhancement & Preservation of GA, LLC | 1,423 | $684.0K | 0.66% | +119+9.1% | Added |
| Tompkins Financial Corp | 1,426 | $685.4K | 0.11% | −11−0.8% | Reduced |