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 |
|---|---|---|---|---|---|
| Ayrshire Capital Management LLC | 9,728 | $4.36M | 2.76% | +789+8.8% | Added |
| Covenant Asset Management, LLC | 9,055 | $4.35M | 1.28% | +30.0% | Added |
| Moody Lynn & Lieberson, LLC | 9,055 | $4.35M | 0.35% | +30.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,051 | $4.35M | 0.28% | −92−1.0% | Reduced |
| China Universal Asset Management Co., Ltd. | 9,010 | $4.33M | 1.34% | −3,651−28.8% | Reduced |
| Nilsine Partners, LLC | 8,997 | $4.32M | 0.64% | +5,453+153.9% | Added |
| Peloton Wealth Strategists | 8,975 | $4.31M | 1.91% | +110+1.2% | Added |
| Sitrin Capital Management LLC | 8,966 | $4.31M | 2.42% | +163+1.9% | Added |
| Shufro Rose & Co LLC | 8,951 | $4.30M | 0.39% | −2,147−19.3% | Reduced |
| Plimoth Trust Co LLC | 8,946 | $4.30M | 1.29% | +157+1.8% | Added |
| Sandhill Capital Partners LLC | 8,939 | $4.30M | 0.39% | −89−1.0% | Reduced |
| Bellwether Advisors, LLC | 8,875 | $4.27M | 1.26% | +4,064+84.5% | Added |
| Optimum Investment Advisors | 8,870 | $4.26M | 2.09% | +10+0.1% | Added |
| Mount Yale Investment Advisors, LLC | 8,844 | $4.25M | 0.45% | +5+0.1% | Added |
| Orleans Capital Management Corp | 8,827 | $4.24M | 3.01% | −125−1.4% | Reduced |
| Dorchester Wealth Management Co | 8,774 | $4.22M | 0.86% | −110−1.2% | Reduced |
| Harrell Investment Partners, LLC | 8,755 | $4.21M | 1.43% | +45+0.5% | Added |
| McRae Capital Management Inc | 8,745 | $4.20M | 1.19% | +7,770+796.9% | Added |
| Benson Investment Management Company, Inc. | 8,729 | $4.20M | 2.33% | +37+0.4% | Added |
| Alcosta Capital Management, Inc. | 8,705 | $4.18M | 3.39% | −2,303−20.9% | Reduced |
| Pensionfund Sabic | 8,700 | $4.18M | 1.40% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 8,691 | $4.18M | 0.36% | +251+3.0% | Added |
| Journey Advisory Group, LLC | 8,685 | $4.17M | 0.62% | +561+6.9% | Added |
| Arkadios Wealth Advisors | 8,678 | $4.17M | 0.49% | −112−1.3% | Reduced |
| Kerrisdale Advisers, LLC | 8,648 | $4.16M | 1.12% | 00.0% | Unchanged |
| Group One Trading, L.P. | 8,627 | $4.15M | 0.18% | −85,380−90.8% | Reduced |
| Clear Harbor Asset Management, LLC | 8,621 | $4.14M | 0.41% | +550+6.8% | Added |
| Capital Insight Partners, LLC | 8,612 | $4.14M | 0.93% | +138+1.6% | Added |
| Mitchell McLeod Pugh & Williams Inc | 8,606 | $4.14M | 1.20% | −19−0.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 8,580 | $4.12M | 0.53% | +2,514+41.4% | Added |
| Pavadi Capital LLC | 8,535 | $4.10M | 4.79% | −1,240−12.7% | Reduced |
| DeDora Capital, Inc. | 8,527 | $4.10M | 1.59% | +313+3.8% | Added |
| Summit Trail Advisors, LLC | 8,468 | $4.07M | 0.15% | +2,878+51.5% | Added |
| Community Bank, N.A. | 8,450 | $4.06M | 0.54% | +30+0.4% | Added |
| Eagle Rock Investment Company, LLC | 8,384 | $4.06M | 0.87% | +960+12.9% | Added |
| Field & Main Bank | 8,405 | $4.04M | 2.25% | −126−1.5% | Reduced |
| Daymark Wealth Partners, LLC | 8,381 | $4.03M | 0.30% | −597−6.6% | Reduced |
| TFG Advisers LLC | 8,350 | $4.01M | 1.82% | +234+2.9% | Added |
| Nicollet Investment Management, Inc. | 8,350 | $4.01M | 1.79% | +39+0.5% | Added |
| Raab & Moskowitz Asset Management LLC | 8,329 | $4.00M | 1.37% | +80+1.0% | Added |
| SageView Advisory Group, LLC | 8,304 | $3.99M | 0.22% | +750+9.9% | Added |
| Scott & Selber, Inc. | 8,301 | $3.99M | 1.56% | −26−0.3% | Reduced |
| Legacy CG, LLC | 8,301 | $3.99M | 1.95% | +527+6.8% | Added |
| Private Wealth Strategies, L.L.C. | 8,298 | $3.99M | 0.96% | +10.0% | Added |
| Equitable Trust Co | 8,293 | $3.99M | 0.30% | −648−7.2% | Reduced |
| MMBG Investment Advisors Co. | 8,373 | $3.97M | 0.48% | +2,045+32.3% | Added |
| Cordatus Wealth Management LLC | 8,265 | $3.97M | 1.49% | +3,814+85.7% | Added |
| Farmers Trust Co | 8,262 | $3.97M | 0.85% | +89+1.1% | Added |
| Merit Financial Group, LLC | 8,253 | $3.97M | 0.13% | +1,664+25.3% | Added |
| Cypress Asset Management Inc | 8,131 | $3.97M | 1.28% | +156+2.0% | Added |
| Mitchell & Pahl Private Wealth, LLC | 8,239 | $3.96M | 2.39% | +20+0.2% | Added |
| Left Brain Wealth Management, LLC | 8,234 | $3.96M | 2.41% | −178−2.1% | Reduced |
| Moors & Cabot, Inc. | 8,234 | $3.96M | 0.26% | +17+0.2% | Added |
| Larson Financial Group LLC | 8,165 | $3.92M | 0.39% | −25−0.3% | Reduced |
| SNS Financial Group, LLC | 8,122 | $3.90M | 0.51% | +12+0.1% | Added |
| HRT Financial LP | 8,108 | $3.90M | 0.04% | +2,244+38.3% | Added |
| Mattern Wealth Management LLC | 8,077 | $3.88M | 1.13% | +1,137+16.4% | Added |
| Forefront Wealth Management Inc. | 8,054 | $3.87M | 5.12% | +435+5.7% | Added |
| West Branch Capital LLC | 8,037 | $3.86M | 1.93% | +183+2.3% | Added |
| Cypress Capital Group | 8,033 | $3.86M | 0.56% | +373+4.9% | Added |
| Veriti Management LLC | 7,999 | $3.84M | 0.43% | +112+1.4% | Added |
| Financial Advisory Service, Inc. | 7,991 | $3.84M | 0.49% | +453+6.0% | Added |
| NatWest Group plc | 7,963 | $3.83M | 1.99% | +242+3.1% | Added |
| TrimTabs Asset Management, LLC | 7,960 | $3.83M | 1.93% | +739+10.2% | Added |
| Strategic Advisors LLC | 7,956 | $3.82M | 0.73% | +55+0.7% | Added |
| Charles Carroll Financial Partners, LLC | 7,956 | $3.82M | 4.88% | +50+0.6% | Added |
| Family Legacy, Inc. | 7,944 | $3.82M | 1.54% | −79−1.0% | Reduced |
| Gouws Capital LLC | 7,939 | $3.82M | 3.15% | +238+3.1% | Added |
| Westover Capital Advisors, LLC | 7,939 | $3.82M | 1.33% | −185−2.3% | Reduced |
| New Hampshire Trust | 7,925 | $3.81M | 0.99% | +59+0.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 7,924 | $3.81M | 0.47% | −32−0.4% | Reduced |
| Union Heritage Capital, LLC | 7,900 | $3.80M | 2.06% | 00.0% | Unchanged |
| Affiance Financial, LLC | 7,866 | $3.78M | 1.84% | +9+0.1% | Added |
| Banco de Sabadell, S.A | 7,881 | $3.78M | 3.05% | −328−4.0% | Reduced |
| Hyman Charles D | 7,839 | $3.77M | 0.24% | +55+0.7% | Added |
| Elgethun Capital Management | 7,793 | $3.75M | 1.13% | +20+0.3% | Added |
| Bollard Group LLC | 7,788 | $3.74M | 0.13% | +106+1.4% | Added |
| Legacy Private Trust Co. | 7,778 | $3.74M | 0.31% | +4,378+128.8% | Added |
| Murphy Pohlad Asset Management LLC | 7,777 | $3.74M | 1.61% | −140−1.8% | Reduced |
| Nomura Holdings Inc | 7,744 | $3.72M | 0.04% | +459+6.3% | Added |
| Shorepoint Capital Partners LLC | 7,701 | $3.70M | 1.04% | +243+3.3% | Added |
| Stamos Capital Partners, L.P. | 7,690 | $3.70M | 0.86% | +1,370+21.7% | Added |
| RSM US Wealth Management LLC | 7,679 | $3.69M | 0.13% | −204−2.6% | Reduced |
| Financial Advisory Partners, LLC | 7,672 | $3.69M | 1.42% | +53+0.7% | Added |
| Harbour Investment Management LLC | 7,672 | $3.69M | 1.94% | +374+5.1% | Added |
| South State Corp. | 7,625 | $3.66M | 0.33% | −1,283−14.4% | Reduced |
| Greenline Partners, LLC | 7,619 | $3.66M | 0.68% | −177−2.3% | Reduced |
| Hohimer Wealth Management, LLC | 7,600 | $3.65M | 1.01% | −232−3.0% | Reduced |
| Compton Wealth Advisory Group, LLC | 7,576 | $3.64M | 1.21% | −155−2.0% | Reduced |
| Piscataqua Savings Bank | 7,558 | $3.63M | 2.98% | −62−0.8% | Reduced |
| Foster & Motley Inc | 7,479 | $3.60M | 0.28% | +123+1.7% | Added |
| Nordwand Advisors, LLC | 7,465 | $3.59M | 0.61% | −388−4.9% | Reduced |
| Canandaigua National Bank & Trust Co | 7,450 | $3.58M | 0.58% | −33−0.4% | Reduced |
| Accredited Investors Inc. | 7,422 | $3.57M | 0.25% | −7,219−49.3% | Reduced |
| Financial Partners Group, LLC | 7,420 | $3.57M | 1.80% | −1,422−16.1% | Reduced |
| Delta Capital Management LLC | 7,385 | $3.55M | 2.44% | −25−0.3% | Reduced |
| BFSG, LLC | 7,378 | $3.55M | 0.60% | +2,600+54.4% | Added |
| Little House Capital LLC | 7,370 | $3.54M | 1.51% | −818−10.0% | Reduced |
| Barings LLC | 7,360 | $3.54M | 0.12% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 7,333 | $3.52M | 0.30% | +877+13.6% | Added |