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 |
|---|---|---|---|---|---|
| Ledyard National Bank | 16,318 | $7.84M | 0.85% | +70.0% | Added |
| PEAK6 Investments LLC | 16,292 | $7.83M | 0.67% | −16,526−50.4% | Reduced |
| Broderick Brian C | 16,280 | $7.82M | 2.06% | +689+4.4% | Added |
| Evergreen Capital Management LLC | 16,267 | $7.82M | 0.33% | +274+1.7% | Added |
| Tradition Wealth Management, LLC | 16,263 | $7.82M | 0.91% | +1,014+6.6% | Added |
| Sumitomo Life Insurance Co | 16,180 | $7.78M | 0.34% | −1,653−9.3% | Reduced |
| Sigma Planning Corp | 16,175 | $7.77M | 0.28% | −3,294−16.9% | Reduced |
| Mattern Capital Management, LLC | 16,172 | $7.77M | 1.26% | +803+5.2% | Added |
| Blue Edge Capital, LLC | 16,162 | $7.77M | 1.56% | +259+1.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 15,983 | $7.68M | 0.74% | +89+0.6% | Added |
| Fulcrum Capital LLC | 15,938 | $7.66M | 2.01% | −440−2.7% | Reduced |
| Zions Bancorporation, N.A. | 15,925 | $7.65M | 0.65% | −3,816−19.3% | Reduced |
| Icon Wealth Partners, LLC | 15,884 | $7.63M | 0.81% | −351−2.2% | Reduced |
| Empire Life Investments Inc. | 15,858 | $7.62M | 0.52% | 00.0% | Unchanged |
| Saranac Partners Ltd | 15,847 | $7.62M | 4.09% | +1,269+8.7% | Added |
| AMG National Trust Bank | 15,807 | $7.60M | 0.25% | +1,024+6.9% | Added |
| Oxbow Advisors, LLC | 15,795 | $7.59M | 1.19% | −325−2.0% | Reduced |
| Anchor Investment Management, LLC | 15,790 | $7.59M | 0.97% | +734+4.9% | Added |
| Eisler Capital (UK) Ltd. | 15,750 | $7.57M | 0.81% | −13,786−46.7% | Reduced |
| Busey Wealth Management | 15,668 | $7.53M | 0.31% | −43−0.3% | Reduced |
| Pallas Capital Advisors LLC | 15,521 | $7.51M | 0.34% | +176+1.1% | Added |
| Sigma Investment Counselors Inc | 15,611 | $7.50M | 0.55% | −110−0.7% | Reduced |
| Argonautica Private Wealth Management, Inc | 15,544 | $7.47M | 3.36% | −119−0.8% | Reduced |
| Trexquant Investment LP | 15,502 | $7.45M | 0.20% | −22,239−58.9% | Reduced |
| Brookstone Capital Management | 16,140 | $7.45M | 0.15% | +654+4.2% | Added |
| Capital Investment Advisors, LLC | 15,495 | $7.45M | 0.23% | +265+1.7% | Added |
| Coastline Trust Co | 15,458 | $7.43M | 1.04% | −7,713−33.3% | Reduced |
| Redwood Investments, LLC | 15,442 | $7.42M | 0.91% | +5,204+50.8% | Added |
| RNC Capital Management LLC | 15,432 | $7.42M | 0.41% | +117+0.8% | Added |
| FourThought Financial Partners, LLC | 15,383 | $7.39M | 0.97% | +952+6.6% | Added |
| Credit Agricole S A | 15,366 | $7.39M | 0.24% | −1,544−9.1% | Reduced |
| Thompson Investment Management, Inc. | 15,330 | $7.37M | 1.20% | +172+1.1% | Added |
| Donaldson Capital Management, LLC | 15,328 | $7.37M | 0.34% | +82+0.5% | Added |
| D L Carlson Investment Group Inc | 15,320 | $7.36M | 1.41% | −67−0.4% | Reduced |
| Global Retirement Partners, LLC | 15,299 | $7.35M | 0.36% | +746+5.1% | Added |
| Lester Murray Antman dba SimplyRich | 15,293 | $7.35M | 2.62% | +10.0% | Added |
| Synergy Financial Management, LLC | 15,233 | $7.32M | 1.81% | +14,294+1,522.3% | Added |
| Meritage Portfolio Management | 15,229 | $7.32M | 0.52% | −895−5.6% | Reduced |
| First Interstate Bank | 15,206 | $7.31M | 0.60% | −659−4.2% | Reduced |
| PKO Investment Management Joint-Stock Co | 15,189 | $7.30M | 0.89% | −500−3.2% | Reduced |
| Rothschild Capital Partners, LLC | 15,179 | $7.30M | 2.69% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 15,265 | $7.29M | 2.15% | −269−1.7% | Reduced |
| Cozad Asset Management Inc | 15,162 | $7.29M | 0.91% | +479+3.3% | Added |
| AIA Group Ltd | 15,106 | $7.26M | 0.35% | +4,042+36.5% | Added |
| Marietta Wealth Management, LLC | 15,077 | $7.25M | 1.37% | +1,171+8.4% | Added |
| NorthCrest Asset Manangement, LLC | 15,065 | $7.24M | 0.29% | +1,379+10.1% | Added |
| Red Door Wealth Management, LLC | 15,031 | $7.22M | 1.60% | +2,628+21.2% | Added |
| Integrated Wealth Concepts LLC | 15,001 | $7.21M | 0.12% | +3,969+36.0% | Added |
| Prosight Management, LP | 15,000 | $7.21M | 2.11% | +4,065+37.2% | Added |
| Dynamic Advisor Solutions LLC | 14,962 | $7.19M | 0.37% | +691+4.8% | Added |
| Sowell Financial Services LLC | 14,913 | $7.17M | 0.40% | +6,141+70.0% | Added |
| Schechter Investment Advisors, LLC | 14,914 | $7.17M | 0.64% | +271+1.9% | Added |
| Weatherly Asset Management L. P. | 14,907 | $7.16M | 0.84% | −367−2.4% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 14,876 | $7.15M | 2.39% | +84+0.6% | Added |
| Conning Inc. | 14,849 | $7.14M | 0.24% | −1,529−9.3% | Reduced |
| McKinley Carter Wealth Services, Inc. | 14,801 | $7.11M | 0.53% | −176−1.2% | Reduced |
| S&T Bank | 14,783 | $7.11M | 1.28% | −550−3.6% | Reduced |
| Symmetry Partners, LLC | 14,762 | $7.09M | 0.38% | +301+2.1% | Added |
| Liberty Capital Management, Inc. | 14,749 | $7.09M | 2.13% | +145+1.0% | Added |
| HBK Sorce Advisory LLC | 14,730 | $7.08M | 0.30% | −686−4.4% | Reduced |
| Adviser Investments LLC | 14,705 | $7.07M | 0.15% | +2,971+25.3% | Added |
| Jackson Wealth Management, LLC | 14,703 | $7.07M | 1.04% | +14,703 | New |
| Broadleaf Partners, LLC | 14,685 | $7.06M | 2.30% | +21+0.1% | Added |
| Blue Fin Capital, Inc. | 14,627 | $7.03M | 2.01% | +416+2.9% | Added |
| Cape Cod Five Cents Savings Bank | 14,623 | $7.03M | 0.74% | +321+2.2% | Added |
| Legacy Advisors, LLC | 14,605 | $7.02M | 1.04% | −169−1.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 14,590 | $7.01M | 0.88% | +3,868+36.1% | Added |
| Fundamentun, LLC | 14,583 | $7.01M | 1.08% | +2,269+18.4% | Added |
| Olstein Capital Management, L.P. | 14,500 | $6.97M | 1.13% | +3,500+31.8% | Added |
| Sequoia Financial Advisors, LLC | 14,498 | $6.97M | 0.12% | +827+6.0% | Added |
| BTC Capital Management, Inc. | 14,550 | $6.96M | 0.75% | −278−1.9% | Reduced |
| Alapocas Investment Partners, Inc. | 14,471 | $6.96M | 5.08% | +212+1.5% | Added |
| Checchi Capital Advisers, LLC | 14,448 | $6.94M | 0.62% | +116+0.8% | Added |
| SOL Capital Management CO | 14,383 | $6.91M | 1.05% | +370+2.6% | Added |
| Lincoln National Corp | 14,381 | $6.91M | 0.14% | +74+0.5% | Added |
| Timber Creek Capital Management LLC | 14,365 | $6.90M | 2.38% | +4,786+50.0% | Added |
| Asset Planning Services Inc | 14,355 | $6.90M | 4.25% | −445−3.0% | Reduced |
| Eagle Capital Management, LLC | 14,354 | $6.90M | 3.86% | −54−0.4% | Reduced |
| Brighton Jones LLC | 14,319 | $6.88M | 0.35% | +138+1.0% | Added |
| Tudor Investment Corp Et Al | 14,296 | $6.87M | 0.11% | −18,694−56.7% | Reduced |
| Verdence Capital Advisors LLC | 14,259 | $6.85M | 0.80% | +78+0.6% | Added |
| Mader & Shannon Wealth Management, Inc. | 14,162 | $6.81M | 4.20% | +689+5.1% | Added |
| Bulltick Wealth Management, LLC | 14,009 | $6.73M | 1.58% | +2,581+22.6% | Added |
| Carderock Capital Management Inc | 13,955 | $6.71M | 2.08% | +566+4.2% | Added |
| Colonial Trust Co | 13,933 | $6.70M | 1.60% | +203+1.5% | Added |
| Sander Capital Advisors Inc | 13,894 | $6.68M | 3.65% | +13,894 | New |
| Madison Wealth Management | 13,877 | $6.67M | 1.35% | +58+0.4% | Added |
| CAPROCK Group, Inc. | 13,829 | $6.65M | 0.49% | −156−1.1% | Reduced |
| Asio Capital, LLC | 13,777 | $6.62M | 1.62% | −26−0.2% | Reduced |
| Choate Investment Advisors | 13,691 | $6.58M | 0.28% | +4,861+55.1% | Added |
| Chicago Trust Co NA | 13,639 | $6.56M | 1.57% | +127+0.9% | Added |
| Vanguard Capital Wealth Advisors | 13,619 | $6.55M | 5.94% | +71+0.5% | Added |
| Perigon Wealth Management, LLC | 13,602 | $6.54M | 0.26% | +7,942+140.3% | Added |
| Running Oak Capital LLC | 13,597 | $6.54M | 1.60% | +1,319+10.7% | Added |
| Spinnaker Trust | 13,594 | $6.53M | 0.47% | −9−0.1% | Reduced |
| Ulland Investment Advisors, LLC | 13,570 | $6.52M | 6.70% | +129+1.0% | Added |
| Perkins Coie Trust Co | 13,440 | $6.46M | 1.83% | −559−4.0% | Reduced |
| Asset Dedication, LLC | 13,589 | $6.44M | 0.55% | +9+0.1% | Added |
| Bogart Wealth, LLC | 13,396 | $6.44M | 0.41% | +662+5.2% | Added |
| Sandy Spring Bank | 13,389 | $6.44M | 0.34% | +429+3.3% | Added |