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 |
|---|---|---|---|---|---|
| Brown Shipley& Co Ltd | 11,037 | $5.30M | 2.17% | +2,389+27.6% | Added |
| Solidarilty Wealth, LLC | 11,032 | $5.30M | 2.18% | −600−5.2% | Reduced |
| Plancorp, LLC | 10,998 | $5.29M | 0.29% | −6−0.1% | Reduced |
| Proequities, Inc. | 10,992 | $5.28M | 0.40% | +582+5.6% | Added |
| Stiles Financial Services Inc | 10,964 | $5.27M | 2.62% | −23−0.2% | Reduced |
| Cornerstone Wealth Group, LLC | 10,955 | $5.27M | 0.95% | +4,902+81.0% | Added |
| Great Lakes Retirement, Inc. | 10,952 | $5.26M | 0.93% | +240+2.2% | Added |
| Trust Asset Management LLC | 10,941 | $5.26M | 0.55% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 10,915 | $5.25M | 0.05% | +3,129+40.2% | Added |
| Unison Asset Management LLC | 10,905 | $5.24M | 3.50% | +431+4.1% | Added |
| Bedell Frazier Investment Counseling, LLC | 10,902 | $5.24M | 1.53% | +10,397+2,058.8% | Added |
| Portside Wealth Group, LLC | 10,892 | $5.24M | 0.97% | +10,892 | New |
| Keebeck Wealth Management, LLC | 10,788 | $5.19M | 0.71% | +1,122+11.6% | Added |
| Pine Valley Investments Ltd Liability Co | 10,784 | $5.18M | 0.51% | +1,513+16.3% | Added |
| Keeler Thomas Management LLC | 10,770 | $5.18M | 2.09% | +14+0.1% | Added |
| Csenge Advisory Group | 10,710 | $5.15M | 0.35% | +615+6.1% | Added |
| Rice Partnership, LLC | 10,708 | $5.15M | 1.41% | +197+1.9% | Added |
| NBT Bank N A | 10,694 | $5.14M | 0.73% | −110−1.0% | Reduced |
| Thoroughbred Financial Services, LLC | 10,679 | $5.13M | 0.67% | +437+4.3% | Added |
| Constitution Capital LLC | 10,664 | $5.13M | 2.92% | −247−2.3% | Reduced |
| Capital Analysts, LLC | 10,646 | $5.12M | 0.28% | −229−2.1% | Reduced |
| Moloney Securities Asset Management, LLC | 10,625 | $5.11M | 0.90% | +516+5.1% | Added |
| Bank of New Hampshire | 10,621 | $5.10M | 1.46% | +290+2.8% | Added |
| Nikulski Financial, Inc. | 10,615 | $5.10M | 2.11% | +117+1.1% | Added |
| Wade G W & Inc | 10,584 | $5.09M | 0.18% | −112−1.0% | Reduced |
| JB Capital LLC | 10,561 | $5.08M | 0.43% | −237−2.2% | Reduced |
| NBW Capital LLC | 10,500 | $5.05M | 1.18% | −8−0.1% | Reduced |
| GM Advisory Group, Inc. | 10,496 | $5.04M | 0.42% | −584−5.3% | Reduced |
| Fairhaven Wealth Management, LLC | 10,376 | $4.99M | 1.91% | +10,376 | New |
| Weik Capital Management | 10,366 | $4.98M | 2.35% | −85−0.8% | Reduced |
| Souders Financial Advisors | 10,340 | $4.97M | 0.95% | −112−1.1% | Reduced |
| Western Wealth Management, LLC | 10,336 | $4.97M | 0.42% | +278+2.8% | Added |
| Northeast Financial Consultants Inc | 10,335 | $4.97M | 0.30% | +582+6.0% | Added |
| K.J. Harrison & Partners Inc | 10,361 | $4.96M | 0.90% | +926+9.8% | Added |
| Buck Wealth Strategies, LLC | 10,314 | $4.96M | 2.15% | +728+7.6% | Added |
| Heirloom Wealth Management | 10,288 | $4.94M | 2.15% | +420+4.3% | Added |
| Duff & Phelps Investment Management Co | 10,234 | $4.92M | 0.06% | 00.0% | Unchanged |
| Eclectic Associates Inc | 10,216 | $4.91M | 2.41% | +32+0.3% | Added |
| Becker Capital Management Inc | 10,183 | $4.89M | 0.19% | +1,507+17.4% | Added |
| Goodwin Daniel L | 10,180 | $4.89M | 2.34% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 10,173 | $4.89M | 0.78% | +1,740+20.6% | Added |
| GDS Wealth Management | 10,098 | $4.85M | 0.79% | +596+6.3% | Added |
| Johnson Financial Group, Inc. | 10,075 | $4.84M | 0.33% | +2,266+29.0% | Added |
| Chatham Capital Group, Inc. | 10,051 | $4.83M | 1.02% | −10−0.1% | Reduced |
| Intrust Bank NA | 10,041 | $4.83M | 0.59% | −224−2.2% | Reduced |
| JS Capital Management LLC | 10,000 | $4.81M | 0.63% | +10,000 | New |
| Sivik Global Healthcare LLC | 10,000 | $4.81M | 1.92% | −7,500−42.9% | Reduced |
| Maxi Investments CY Ltd | 10,000 | $4.81M | 3.44% | +10,000 | New |
| Bond & Devick Financial Network, Inc. | 9,977 | $4.80M | 2.98% | −107−1.1% | Reduced |
| Glen Eagle Advisors, LLC | 9,930 | $4.77M | 1.10% | +217+2.2% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 9,929 | $4.77M | 1.36% | −112−1.1% | Reduced |
| Bowen Hanes & Co Inc | 9,918 | $4.77M | 0.15% | −84,951−89.5% | Reduced |
| Mirador Capital Partners LP | 9,847 | $4.73M | 1.12% | −19−0.2% | Reduced |
| J. W. Coons Advisors, LLC | 9,836 | $4.73M | 1.29% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 9,811 | $4.72M | 0.28% | +112+1.2% | Added |
| Holderness Investments Co | 9,807 | $4.71M | 1.74% | +135+1.4% | Added |
| Institutional & Family Asset Management, LLC | 9,788 | $4.70M | 0.77% | +29+0.3% | Added |
| Transcend Wealth Collective, LLC | 9,760 | $4.69M | 0.45% | +2,844+41.1% | Added |
| Lavaca Capital LLC | 9,746 | $4.68M | 1.46% | −179−1.8% | Reduced |
| City Holding Co | 9,739 | $4.68M | 0.81% | +714+7.9% | Added |
| Alley Investment Management Company, LLC | 9,734 | $4.68M | 0.75% | +89+0.9% | Added |
| Blue Zone Wealth Advisors, LLC | 9,708 | $4.67M | 2.15% | +9,036+1,344.6% | Added |
| Laidlaw Wealth Management LLC | 9,701 | $4.66M | 0.91% | −141−1.4% | Reduced |
| Fullerton Fund Management Co Ltd. | 9,658 | $4.64M | 0.32% | −34,622−78.2% | Reduced |
| LexAurum Advisors, LLC | 9,637 | $4.63M | 1.39% | +27+0.3% | Added |
| WealthShield Partners, LLC | 9,631 | $4.63M | 0.70% | +1,712+21.6% | Added |
| Nations Financial Group Inc, | 9,622 | $4.63M | 0.45% | +98+1.0% | Added |
| Jaffetilchin Investment Partners, LLC | 9,622 | $4.62M | 0.49% | +351+3.8% | Added |
| De Burlo Group Inc | 9,605 | $4.62M | 0.77% | −50−0.5% | Reduced |
| Tranquility Partners, LLC | 9,571 | $4.60M | 1.98% | +72+0.8% | Added |
| Bray Capital Advisors | 9,566 | $4.60M | 1.38% | −15−0.2% | Reduced |
| Koshinski Asset Management, Inc. | 9,565 | $4.60M | 0.49% | −3,729−28.1% | Reduced |
| Tower View Investment Management & Research LLC | 9,563 | $4.60M | 3.12% | −686−6.7% | Reduced |
| Bayesian Capital Management, LP | 9,550 | $4.59M | 0.49% | +5,450+132.9% | Added |
| Investment House LLC | 9,540 | $4.59M | 0.34% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 9,534 | $4.58M | 1.75% | +968+11.3% | Added |
| Aquatic Capital Management LLC | 9,500 | $4.57M | 0.25% | −21,800−69.6% | Reduced |
| Fortis Group Advisors, LLC | 9,498 | $4.57M | 1.21% | +7+0.1% | Added |
| PACK Private Wealth, LLC | 9,492 | $4.56M | 3.41% | 00.0% | Unchanged |
| Martin Capital Partners, LLC | 9,462 | $4.55M | 1.85% | −116−1.2% | Reduced |
| DFPG Investments, LLC | 8,925 | $4.50M | 0.41% | +1,461+19.6% | Added |
| Riggs Asset Managment Co. Inc. | 9,337 | $4.49M | 1.58% | −13−0.1% | Reduced |
| Icon Advisers Inc | 9,319 | $4.48M | 1.14% | −3,800−29.0% | Reduced |
| Bryn Mawr Trust Co | 9,311 | $4.47M | 0.19% | −170−1.8% | Reduced |
| Stanley-Laman Group, Ltd. | 9,309 | $4.47M | 0.74% | +47+0.5% | Added |
| Viawealth, LLC | 9,303 | $4.47M | 3.34% | +102+1.1% | Added |
| Citizens Business Bank | 9,303 | $4.47M | 1.00% | −353−3.7% | Reduced |
| Trinity Legacy Partners, LLC | 9,289 | $4.46M | 1.56% | −6−0.1% | Reduced |
| Qtron Investments LLC | 9,259 | $4.45M | 0.84% | +185+2.0% | Added |
| Deltec Asset Management LLC | 9,250 | $4.45M | 0.97% | −150−1.6% | Reduced |
| Lakeview Capital Partners, LLC | 9,208 | $4.43M | 0.82% | +1,678+22.3% | Added |
| BOK Financial Private Wealth, Inc. | 9,202 | $4.42M | 0.36% | −1,319−12.5% | Reduced |
| River Wealth Advisors LLC | 9,195 | $4.42M | 0.75% | +444+5.1% | Added |
| Gateway Advisory, LLC | 9,173 | $4.41M | 0.93% | −904−9.0% | Reduced |
| Lindenwold Advisors | 9,154 | $4.40M | 2.70% | −1,372−13.0% | Reduced |
| IHT Wealth Management, LLC | 9,118 | $4.38M | 0.23% | +1,473+19.3% | Added |
| Covea Finance | 9,100 | $4.37M | 0.24% | +9,100 | New |
| Trifecta Capital Advisors, LLC | 9,094 | $4.37M | 1.41% | +335+3.8% | Added |
| VGI Partners Ltd | 9,075 | $4.36M | 0.94% | +1,700+23.1% | Added |
| Northeast Investment Management | 9,070 | $4.36M | 0.25% | −2,353−20.6% | Reduced |