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 |
|---|---|---|---|---|---|
| Bellecapital International Ltd. | 13,357 | $6.42M | 1.55% | +1,077+8.8% | Added |
| CMH Wealth Management LLC | 13,307 | $6.40M | 1.72% | +850+6.8% | Added |
| Thematics Asset Management | 13,306 | $6.40M | 0.31% | +2,049+18.2% | Added |
| Burns J W & Co Inc | 13,286 | $6.39M | 1.02% | +482+3.8% | Added |
| Connecticut Wealth Management, LLC | 13,260 | $6.37M | 0.44% | +5,627+73.7% | Added |
| Lindbrook Capital, LLC | 13,215 | $6.35M | 0.68% | −764−5.5% | Reduced |
| KMG Fiduciary Partners, LLC | 13,207 | $6.35M | 0.82% | +85+0.6% | Added |
| Gifford Fong Associates | 13,206 | $6.35M | 1.49% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 13,202 | $6.35M | 0.37% | +970+7.9% | Added |
| GYL Financial Synergies, LLC | 13,201 | $6.35M | 0.58% | +10,101+325.8% | Added |
| Sky Investment Group LLC | 13,159 | $6.32M | 1.37% | +338+2.6% | Added |
| HGK Asset Management Inc | 13,124 | $6.31M | 2.01% | +1,298+11.0% | Added |
| Wesleyan Assurance Society | 13,100 | $6.29M | 0.67% | +13,100 | New |
| Americana Partners, LLC | 13,089 | $6.29M | 0.81% | +278+2.2% | Added |
| Nemes Rush Group LLC | 13,041 | $6.27M | 1.11% | +13,041 | New |
| Simmons Bank | 13,033 | $6.26M | 0.53% | +65+0.5% | Added |
| Marshall & Sullivan Inc | 13,027 | $6.26M | 3.50% | −26−0.2% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 13,014 | $6.26M | 2.03% | +460+3.7% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 13,000 | $6.25M | 1.74% | 00.0% | Unchanged |
| GPM Growth Investors, Inc. | 12,903 | $6.20M | 3.25% | +1,695+15.1% | Added |
| Fulton Bank, N.A. | 12,874 | $6.19M | 0.30% | +577+4.7% | Added |
| Cubic Asset Management, LLC | 12,860 | $6.18M | 1.66% | −1,329−9.4% | Reduced |
| Connable Office Inc | 12,859 | $6.18M | 0.85% | −314−2.4% | Reduced |
| Capital Planning Advisors, LLC | 12,831 | $6.17M | 1.25% | +145+1.1% | Added |
| Suvretta Capital Management, LLC | 12,823 | $6.16M | 0.33% | −152,341−92.2% | Reduced |
| Monetary Management Group Inc | 12,743 | $6.12M | 1.88% | −1,775−12.2% | Reduced |
| Ballast, Inc. | 12,705 | $6.11M | 2.34% | +148+1.2% | Added |
| Nelson Capital Management, LLC | 12,683 | $6.10M | 1.57% | −155−1.2% | Reduced |
| Buckhead Capital Management LLC | 12,666 | $6.09M | 1.45% | −1,452−10.3% | Reduced |
| West Family Investments, Inc. | 12,636 | $6.07M | 2.36% | −161−1.3% | Reduced |
| Trium Capital LLP | 12,588 | $6.05M | 1.70% | +2,312+22.5% | Added |
| Paradigm Financial Partners, LLC | 12,572 | $6.04M | 1.64% | +43+0.3% | Added |
| Pitcairn Co | 12,566 | $6.04M | 0.51% | −368−2.8% | Reduced |
| Charter Trust Co | 12,538 | $6.03M | 0.46% | −127−1.0% | Reduced |
| Kidder Stephen W | 12,520 | $6.02M | 1.97% | +433+3.6% | Added |
| Lynch Asset Management, Inc. | 12,500 | $6.01M | 3.87% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 12,219 | $5.97M | 0.19% | +12,219 | New |
| North Star Asset Management Inc | 12,399 | $5.96M | 0.33% | +10,046+426.9% | Added |
| Arjuna Capital | 12,385 | $5.95M | 2.11% | +157+1.3% | Added |
| Jasper Ridge Partners, L.P. | 12,375 | $5.95M | 0.30% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 12,361 | $5.94M | 1.33% | +168+1.4% | Added |
| Naples Global Advisors, LLC | 12,347 | $5.93M | 0.70% | +520+4.4% | Added |
| PFG Advisors | 12,310 | $5.92M | 0.45% | +1,174+10.5% | Added |
| Resources Management Corp | 12,307 | $5.92M | 0.92% | +5,518+81.3% | Added |
| Lountzis Asset Management, LLC | 11,574 | $5.91M | 3.26% | −902−7.2% | Reduced |
| Davis-Rea Ltd. | 12,294 | $5.91M | 3.32% | +40+0.3% | Added |
| Armstrong Shaw Associates Inc | 12,286 | $5.91M | 6.01% | −1,786−12.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 12,283 | $5.90M | 0.62% | +706+6.1% | Added |
| West Coast Financial LLC | 12,262 | $5.89M | 0.83% | −137−1.1% | Reduced |
| Atlantic Trust, LLC | 12,358 | $5.89M | 1.89% | −1,384−10.1% | Reduced |
| Meeder Advisory Services, Inc. | 12,218 | $5.87M | 0.63% | −714−5.5% | Reduced |
| Essex Financial Services, Inc. | 12,150 | $5.84M | 0.66% | −2,326−16.1% | Reduced |
| Fund Management at Engine No. 1 LLC | 12,121 | $5.83M | 1.07% | +789+7.0% | Added |
| Lake Street Advisors Group, LLC | 12,119 | $5.83M | 0.32% | −38−0.3% | Reduced |
| Value Partners Investments Inc. | 12,077 | $5.80M | 0.47% | +48+0.4% | Added |
| Kinneret Advisory, LLC | 12,058 | $5.80M | 0.69% | 00.0% | Unchanged |
| Globeflex Capital L P | 12,055 | $5.79M | 0.65% | −190−1.6% | Reduced |
| Univest Financial Corp | 12,052 | $5.79M | 1.75% | −386−3.1% | Reduced |
| Gotham Asset Management, LLC | 12,044 | $5.79M | 0.13% | −627−4.9% | Reduced |
| Clio Asset Management LLC | 12,038 | $5.79M | 5.36% | +12,038 | New |
| CenterBook Partners LP | 12,007 | $5.77M | 0.72% | +5,454+83.2% | Added |
| Oversea-Chinese Banking CORP Ltd | 12,002 | $5.77M | 0.28% | +2,505+26.4% | Added |
| Culbertson A N & Co Inc | 11,975 | $5.76M | 1.11% | +16+0.1% | Added |
| Arrow Financial Corp | 11,960 | $5.75M | 0.69% | −342−2.8% | Reduced |
| Private Trust Co NA | 11,937 | $5.74M | 0.72% | +664+5.9% | Added |
| Horizon Investment Services, LLC | 11,800 | $5.67M | 3.46% | −38−0.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 11,799 | $5.67M | 0.27% | +6+0.1% | Added |
| Puzo Michael J | 11,776 | $5.66M | 1.79% | +160+1.4% | Added |
| Community Bank & Trust, Waco, Texas | 11,760 | $5.65M | 1.70% | +657+5.9% | Added |
| Kames Capital plc | 11,720 | $5.63M | 0.09% | −325−2.7% | Reduced |
| Regency Capital Management Inc. | 11,672 | $5.61M | 4.88% | +3,051+35.4% | Added |
| Valeo Financial Advisors, LLC | 11,636 | $5.59M | 0.26% | −1,374−10.6% | Reduced |
| RBA Wealth Management, LLC | 11,624 | $5.59M | 2.60% | +14+0.1% | Added |
| Acropolis Investment Management, LLC | 11,600 | $5.58M | 0.44% | −368−3.1% | Reduced |
| Innovis Asset Management LLC | 11,595 | $5.57M | 2.06% | −5,483−32.1% | Reduced |
| Clearstead Advisors, LLC | 11,587 | $5.57M | 0.34% | +209+1.8% | Added |
| Bank of Nova Scotia Trust Co | 11,579 | $5.57M | 0.58% | +2,380+25.9% | Added |
| Pegasus Partners Ltd. | 11,548 | $5.55M | 0.82% | −94−0.8% | Reduced |
| Gladstone Institutional Advisory LLC | 11,520 | $5.54M | 0.34% | −1,711−12.9% | Reduced |
| Meridian Wealth Advisors, LLC | 11,512 | $5.53M | 1.34% | +920+8.7% | Added |
| Barbara Oil Co. | 11,500 | $5.53M | 2.53% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 11,452 | $5.50M | 0.55% | −234−2.0% | Reduced |
| Pinnacle Holdings, LLC | 11,426 | $5.49M | 2.45% | −28−0.2% | Reduced |
| Gs Investments, Inc. | 11,398 | $5.48M | 2.99% | +2,894+34.0% | Added |
| JCIC Asset Management Inc. | 11,395 | $5.48M | 2.49% | −875−7.1% | Reduced |
| Whalerock Point Partners, LLC | 11,380 | $5.47M | 1.86% | +846+8.0% | Added |
| Wealthspire Advisors, LLC | 11,331 | $5.45M | 0.09% | −134−1.2% | Reduced |
| Clarius Group, LLC | 11,330 | $5.45M | 0.42% | +767+7.3% | Added |
| SlateStone Wealth, LLC | 11,315 | $5.44M | 1.02% | −42−0.4% | Reduced |
| Cigna Investments Inc | 11,283 | $5.42M | 1.01% | −93−0.8% | Reduced |
| Ocean Capital Management, LLC | 11,246 | $5.41M | 2.43% | +90+0.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 11,216 | $5.39M | 0.32% | −2,532−18.4% | Reduced |
| Centre Asset Management, LLC | 11,186 | $5.38M | 1.19% | +293+2.7% | Added |
| Change Path, LLC | 11,141 | $5.36M | 0.25% | −1,947−14.9% | Reduced |
| Montag A & Associates Inc | 11,129 | $5.35M | 0.33% | −2,088−15.8% | Reduced |
| Reliant Investment Management, LLC | 11,106 | $5.34M | 3.08% | −40−0.4% | Reduced |
| Arden Trust Co | 11,087 | $5.33M | 0.87% | −2,887−20.7% | Reduced |
| Waldron Private Wealth LLC | 11,081 | $5.33M | 0.27% | −1,870−14.4% | Reduced |
| Canal Capital Management, LLC | 11,075 | $5.32M | 1.08% | −52−0.5% | Reduced |
| Quadrant Capital Group LLC | 11,039 | $5.31M | 0.53% | −88−0.8% | Reduced |