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 |
|---|---|---|---|---|---|
| Forum Financial Management, LP | 7,324 | $3.52M | 0.08% | +465+6.8% | Added |
| Harbour Investments, Inc. | 7,304 | $3.51M | 0.17% | +241+3.4% | Added |
| Advocate Group LLC | 7,301 | $3.51M | 0.77% | +203+2.9% | Added |
| Abbrea Capital, LLC | 7,286 | $3.50M | 0.54% | +212+3.0% | Added |
| Bensler, LLC | 7,274 | $3.50M | 0.66% | −246−3.3% | Reduced |
| Roanoke Asset Management Corp | 7,270 | $3.49M | 1.38% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 7,238 | $3.48M | 0.35% | −41−0.6% | Reduced |
| Proquility Private Wealth Partners, LLC | 7,198 | $3.46M | 1.35% | +149+2.1% | Added |
| Townsend & Associates, Inc | 6,735 | $3.44M | 0.89% | +56+0.8% | Added |
| Kennedy Capital Management, Inc. | 7,137 | $3.43M | 0.08% | +7,137 | New |
| Miracle Mile Advisors, LLC | 7,124 | $3.42M | 0.10% | +33+0.5% | Added |
| Matrix Asset Advisors Inc | 7,058 | $3.39M | 0.47% | +7,058 | New |
| MPS Loria Financial Planners, LLC | 7,057 | $3.39M | 1.27% | −20−0.3% | Reduced |
| Great Diamond Partners, LLC | 7,033 | $3.38M | 0.89% | +118+1.7% | Added |
| Archford Capital Strategies, LLC | 6,636 | $3.38M | 0.64% | +343+5.5% | Added |
| S.E.E.D. Planning Group LLC | 7,008 | $3.37M | 1.18% | +733+11.7% | Added |
| Berkshire Bank | 6,909 | $3.32M | 0.92% | +20+0.3% | Added |
| Renasant Bank | 6,871 | $3.30M | 2.70% | −308−4.3% | Reduced |
| Studio Investment Management LLC | 6,834 | $3.28M | 0.92% | +743+12.2% | Added |
| Condor Capital Management | 6,822 | $3.28M | 0.39% | +71+1.1% | Added |
| Page Arthur B | 6,816 | $3.28M | 3.11% | −472−6.5% | Reduced |
| Strategic Financial Services, Inc, | 6,471 | $3.25M | 0.24% | −62−0.9% | Reduced |
| Royal Capital Wealth Management, LLC | 6,754 | $3.25M | 3.06% | −107−1.6% | Reduced |
| DF Dent & Co Inc | 6,721 | $3.23M | 0.04% | −188−2.7% | Reduced |
| Silicon Valley Capital Partners | 6,706 | $3.22M | 0.60% | +1,014+17.8% | Added |
| Atlas Private Wealth Management | 6,676 | $3.21M | 1.69% | +464+7.5% | Added |
| Parkwood LLC | 6,675 | $3.21M | 0.58% | +2,312+53.0% | Added |
| Wunderlich Capital Managemnt | 6,668 | $3.21M | 1.57% | −20.0% | Reduced |
| Gratus Capital LLC | 6,667 | $3.20M | 0.22% | −135−2.0% | Reduced |
| Pinnacle West Asset Management, Inc. | 6,665 | $3.20M | 3.11% | −40−0.6% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 6,642 | $3.19M | 0.94% | −38−0.6% | Reduced |
| Wrapmanager Inc | 6,618 | $3.18M | 0.98% | −427−6.1% | Reduced |
| First Horizon Advisors, Inc. | 6,600 | $3.17M | 0.11% | −232−3.4% | Reduced |
| Chemistry Wealth Management LLC | 6,589 | $3.17M | 1.03% | −5−0.1% | Reduced |
| Legacy Wealth Management, LLC | 6,587 | $3.17M | 1.59% | −17−0.3% | Reduced |
| Flagship Harbor Advisors, LLC | 6,580 | $3.16M | 0.26% | +68+1.0% | Added |
| Perfromance Wealth Partners, LLC | 6,694 | $3.15M | 0.14% | +769+13.0% | Added |
| Independent Financial Group, LLC | 6,559 | $3.15M | 0.22% | +640+10.8% | Added |
| Valley Brook Capital Group | 6,535 | $3.14M | 2.90% | −385−5.6% | Reduced |
| Belpointe Asset Management LLC | 6,531 | $3.14M | 0.33% | −8,761−57.3% | Reduced |
| Occidental Asset Management, LLC | 6,531 | $3.14M | 0.71% | +102+1.6% | Added |
| Sepio Capital, LP | 6,528 | $3.14M | 0.25% | −181−2.7% | Reduced |
| SWS Partners | 6,520 | $3.13M | 1.13% | −234−3.5% | Reduced |
| Graypoint LLC | 6,512 | $3.13M | 0.31% | +666+11.4% | Added |
| Hilltop Holdings Inc. | 6,497 | $3.12M | 0.39% | +281+4.5% | Added |
| We Are One Seven, LLC | 6,494 | $3.12M | 0.29% | −5,278−44.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 6,488 | $3.12M | 0.41% | −24−0.4% | Reduced |
| Notis-McConarty Edward | 6,486 | $3.12M | 1.19% | −102−1.5% | Reduced |
| SevenBridge Financial Group, LLC | 6,471 | $3.11M | 0.80% | +401+6.6% | Added |
| Sentry Investment Management LLC | 6,470 | $3.11M | 1.17% | +9+0.1% | Added |
| Stokes Family Office, LLC | 6,465 | $3.11M | 0.36% | +527+8.9% | Added |
| Decatur Capital Management, Inc. | 6,449 | $3.10M | 2.12% | −93−1.4% | Reduced |
| CWA Asset Management Group, LLC | 6,432 | $3.09M | 0.21% | +1,519+30.9% | Added |
| Greenfield Savings Bank | 6,421 | $3.09M | 2.09% | +140+2.2% | Added |
| TCG Advisory Services, LLC | 6,417 | $3.08M | 0.53% | +1,431+28.7% | Added |
| Handelsinvest Investeringsforvaltning | 6,406 | $3.08M | 0.61% | +841+15.1% | Added |
| Parisi Gray Wealth Management | 6,515 | $3.08M | 1.41% | +3,025+86.7% | Added |
| Bank of Hawaii | 6,405 | $3.08M | 0.17% | −1,783−21.8% | Reduced |
| Peachtree Investment Partners, LLC | 6,400 | $3.08M | 1.40% | −780−10.9% | Reduced |
| Wintrust Investments LLC | 6,371 | $3.06M | 0.31% | +6,371 | New |
| HBW Advisory Services LLC | 9,847 | $3.06M | 0.66% | +246+2.6% | Added |
| Elmwood Wealth Management, Inc. | 6,350 | $3.05M | 1.42% | −175−2.7% | Reduced |
| Paradigm Asset Management Co LLC | 6,345 | $3.05M | 0.82% | −100−1.6% | Reduced |
| Winton Group Ltd | 6,328 | $3.04M | 0.25% | +3,177+100.8% | Added |
| Brady Family Wealth, LLC | 6,321 | $3.04M | 1.13% | +181+2.9% | Added |
| Jessup Wealth Management, Inc | 6,319 | $3.04M | 1.63% | −493−7.2% | Reduced |
| Fairbanks Capital Management, Inc. | 6,311 | $3.03M | 2.36% | +146+2.4% | Added |
| B.O.S.S. Retirement Advisors, LLC | 6,308 | $3.03M | 0.64% | −1,485−19.1% | Reduced |
| M&R Capital Management Inc | 6,301 | $3.03M | 0.79% | +723+13.0% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,300 | $3.03M | 1.48% | +206+3.4% | Added |
| Seven Eight Capital, LP | 6,248 | $3.00M | 0.50% | +1,564+33.4% | Added |
| Carret Asset Management, LLC | 6,223 | $2.99M | 0.40% | +34+0.5% | Added |
| Patten Group, Inc. | 6,220 | $2.99M | 0.85% | −153−2.4% | Reduced |
| Birch Capital Management, LLC | 6,218 | $2.99M | 1.82% | +29+0.5% | Added |
| Capital City Trust Co | 6,212 | $2.99M | 0.93% | +58+0.9% | Added |
| Red Cedar Investment Management, LLC | 6,209 | $2.98M | 0.45% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 6,192 | $2.98M | 0.58% | −175−2.7% | Reduced |
| L & S Advisors Inc | 6,192 | $2.98M | 0.40% | +286+4.8% | Added |
| Wealth Architects, LLC | 6,183 | $2.97M | 0.49% | −37−0.6% | Reduced |
| Ameritas Advisory Services, LLC | 6,407 | $2.96M | 0.38% | −4,306−40.2% | Reduced |
| San Luis Wealth Advisors LLC | 6,117 | $2.94M | 1.04% | −949−13.4% | Reduced |
| Brown Miller Wealth Management, LLC | 6,088 | $2.93M | 1.58% | −7−0.1% | Reduced |
| Northside Capital Management, LLC | 6,080 | $2.92M | 1.01% | +20.0% | Added |
| Founders Financial Securities LLC | 6,079 | $2.92M | 0.39% | +30.0% | Added |
| Smithfield Trust Co | 6,097 | $2.92M | 0.18% | +806+15.2% | Added |
| Campbell Capital Management Inc | 6,070 | $2.92M | 1.64% | +6,070 | New |
| Centaurus Financial, Inc. | 6,062 | $2.91M | 0.26% | +2,860+89.3% | Added |
| Rehmann Capital Advisory Group | 6,060 | $2.91M | 0.26% | −108−1.8% | Reduced |
| AIMZ Investment Advisors, LLC | 6,043 | $2.90M | 1.25% | +10.0% | Added |
| Dempze Nancy E | 6,038 | $2.90M | 2.49% | +289+5.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 6,037 | $2.90M | 0.47% | −53−0.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 6,031 | $2.90M | 0.31% | +6,031 | New |
| Wexford Capital LP | 6,017 | $2.89M | 0.58% | −1,517−20.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 6,007 | $2.89M | 0.21% | +57+1.0% | Added |
| Relyea Zuckerberg Hanson LLC | 5,994 | $2.88M | 0.65% | +4,064+210.6% | Added |
| Griffin Asset Management, Inc. | 5,991 | $2.88M | 0.39% | −240−3.9% | Reduced |
| Investment Research & Advisory Group, Inc. | 5,987 | $2.88M | 1.68% | −380−6.0% | Reduced |
| Alerus Financial NA | 5,961 | $2.87M | 0.24% | +67+1.1% | Added |
| Lineweaver Wealth Advisors, LLC | 5,928 | $2.85M | 0.81% | +87+1.5% | Added |
| Next Century Growth Investors LLC | 5,931 | $2.85M | 0.27% | 00.0% | Unchanged |