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 |
|---|---|---|---|---|---|
| Valmark Advisers, Inc. | 5,900 | $2.84M | 0.06% | −14−0.2% | Reduced |
| LGT Fund Management Co Ltd. | 5,900 | $2.84M | 1.30% | +2,900+96.7% | Added |
| Rossmore Private Capital | 5,890 | $2.83M | 0.42% | −5−0.1% | Reduced |
| Grove Bank & Trust | 5,882 | $2.83M | 0.57% | +182+3.2% | Added |
| Leonteq Securities AG | 5,881 | $2.83M | 0.29% | −5,194−46.9% | Reduced |
| Sweet Financial Partners, LLC | 5,879 | $2.83M | 0.74% | +1,275+27.7% | Added |
| Platte River Wealth Advisors, LLC | 5,870 | $2.82M | 0.99% | +150+2.6% | Added |
| Desjardins Global Asset Management Inc. | 5,860 | $2.82M | 0.32% | −708−10.8% | Reduced |
| Eads & Heald Wealth Management | 5,854 | $2.81M | 1.38% | −319−5.2% | Reduced |
| NorthRock Partners, LLC | 5,850 | $2.81M | 0.31% | −986−14.4% | Reduced |
| Clough Capital Partners L P | 5,846 | $2.81M | 0.28% | −21,286−78.5% | Reduced |
| Centric Wealth Management | 6,054 | $2.80M | 1.12% | +119+2.0% | Added |
| Van Cleef Asset Management,Inc | 5,800 | $2.79M | 0.43% | +205+3.7% | Added |
| Wealth Alliance | 5,781 | $2.78M | 0.42% | −119−2.0% | Reduced |
| Cunning Capital Partners, LP | 0 | $2.78M | 1.76% | −5,780−100.0% | Reduced |
| MU Investments Co., Ltd. | 5,820 | $2.77M | 3.51% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 5,765 | $2.77M | 0.35% | +394+7.3% | Added |
| Vise Technologies, Inc. | 5,763 | $2.77M | 0.67% | +1,021+21.5% | Added |
| RDA Financial Network | 5,759 | $2.77M | 1.16% | −1,785−23.7% | Reduced |
| Delaney Dennis R | 5,755 | $2.77M | 1.68% | +1,473+34.4% | Added |
| Buckley Wealth Management, LLC | 5,745 | $2.76M | 0.94% | +75+1.3% | Added |
| Neo Ivy Capital Management | 5,727 | $2.75M | 1.45% | +5,727 | New |
| Thompson Siegel & Walmsley LLC | 5,726 | $2.75M | 0.04% | −700−10.9% | Reduced |
| Guardian Wealth Advisors, LLC | 5,711 | $2.75M | 0.47% | +347+6.5% | Added |
| Bell Bank | 5,702 | $2.74M | 0.29% | +793+16.2% | Added |
| Wambolt & Associates, LLC | 5,688 | $2.73M | 0.97% | +327+6.1% | Added |
| True North Advisors, LLC | 5,685 | $2.73M | 0.77% | −1,492−20.8% | Reduced |
| Harvest Volatility Management LLC | 5,672 | $2.73M | 0.55% | +174+3.2% | Added |
| GPS Wealth Strategies Group, LLC | 5,658 | $2.72M | 0.51% | −228−3.9% | Reduced |
| Commonwealth Retirement Investments LLC | 5,654 | $2.72M | 1.52% | +5,654 | New |
| Channel Wealth LLC | 5,649 | $2.72M | 1.56% | +3,544+168.4% | Added |
| Cox Capital Mgt LLC | 5,640 | $2.71M | 2.00% | −151−2.6% | Reduced |
| Somerset Trust Co | 5,604 | $2.69M | 1.16% | −147−2.6% | Reduced |
| Legato Capital Management LLC | 5,598 | $2.69M | 0.36% | −1,387−19.9% | Reduced |
| Sugarloaf Wealth Management, LLC | 5,569 | $2.68M | 0.63% | −38−0.7% | Reduced |
| Fosun International Ltd | 5,569 | $2.68M | 0.38% | +300+5.7% | Added |
| Anderson Hoagland & Co | 5,567 | $2.68M | 0.34% | +255+4.8% | Added |
| Richwood Investment Advisors, LLC | 5,561 | $2.67M | 2.61% | +10.0% | Added |
| Darwin Advisors, LLC | 5,771 | $2.67M | 0.69% | +1,156+25.0% | Added |
| Summit X, LLC | 5,553 | $2.67M | 0.65% | −62−1.1% | Reduced |
| Sentinel Trust Co Lba | 5,550 | $2.67M | 0.36% | +4,500+428.6% | Added |
| Leeward Financial Partners, LLC | 5,540 | $2.66M | 1.53% | +140+2.6% | Added |
| Benchmark Investment Advisors LLC | 5,533 | $2.66M | 2.45% | +1,185+27.3% | Added |
| Bay Rivers Group | 5,531 | $2.66M | 1.99% | −165−2.9% | Reduced |
| Spears Abacus Advisors LLC | 5,503 | $2.64M | 0.22% | +184+3.5% | Added |
| Ergoteles LLC | 5,497 | $2.64M | 0.13% | +5,497 | New |
| Bigelow Investment Advisors, LLC | 5,488 | $2.64M | 1.44% | −22−0.4% | Reduced |
| RiverPark Advisors, LLC | 5,478 | $2.63M | 2.41% | +1,175+27.3% | Added |
| David Loasby | 5,591 | $2.62M | 0.29% | +456+8.9% | Added |
| Chemung Canal Trust Co | 5,451 | $2.62M | 0.56% | −189−3.4% | Reduced |
| TCWP LLC | 5,448 | $2.62M | 0.56% | −508−8.5% | Reduced |
| Second Half Financial Partners, LLC | 5,439 | $2.61M | 0.60% | +5,439 | New |
| Algert Global LLC | 5,435 | $2.61M | 0.11% | +347+6.8% | Added |
| Manchester Capital Management LLC | 5,424 | $2.61M | 0.35% | +238+4.6% | Added |
| Shepherd Financial Partners LLC | 5,405 | $2.60M | 0.40% | +111+2.1% | Added |
| My Legacy Advisors, LLC | 5,796 | $2.60M | 1.02% | +16+0.3% | Added |
| Avantax Planning Partners, Inc. | 5,396 | $2.59M | 0.10% | +50+0.9% | Added |
| Paragon Advisors, LLC | 5,359 | $2.58M | 0.84% | +40+0.8% | Added |
| Sterling Investment Management, Inc. | 5,351 | $2.57M | 2.04% | −52−1.0% | Reduced |
| Means Investment Co., Inc. | 5,350 | $2.57M | 0.41% | +53+1.0% | Added |
| Inscription Capital, LLC | 5,329 | $2.56M | 0.80% | −83−1.5% | Reduced |
| Eudaimonia Partners, LLC | 5,323 | $2.56M | 0.58% | +73+1.4% | Added |
| Park Place Capital Corp | 5,314 | $2.55M | 0.72% | −328−5.8% | Reduced |
| Dover Advisors, LLC | 5,278 | $2.54M | 2.25% | −127−2.3% | Reduced |
| Alliance Wealth Advisors, LLC | 5,257 | $2.53M | 0.94% | +154+3.0% | Added |
| Fukoku Mutual Life Insurance Co | 5,214 | $2.51M | 0.24% | −165−3.1% | Reduced |
| Fidelis Capital Partners, LLC | 5,214 | $2.51M | 0.91% | +195+3.9% | Added |
| IFP Advisors, Inc | 15,166 | $2.50M | 0.13% | +1,680+12.5% | Added |
| Coastal Investment Advisors, Inc. | 5,203 | $2.50M | 0.55% | +124+2.4% | Added |
| Royal Fund Management, LLC | 5,197 | $2.50M | 0.35% | −10−0.2% | Reduced |
| Chesapeake Wealth Management | 5,169 | $2.48M | 0.98% | +125+2.5% | Added |
| Coronation Fund Managers Ltd. | 5,161 | $2.48M | 0.07% | +5,161 | New |
| Dohj, LLC | 5,157 | $2.48M | 1.06% | +41+0.8% | Added |
| NinePointTwo Capital | 5,153 | $2.48M | 0.96% | −477−8.5% | Reduced |
| Tobam | 5,150 | $2.48M | 0.19% | −37−0.7% | Reduced |
| RFG Advisory, LLC | 5,138 | $2.47M | 0.11% | −25−0.5% | Reduced |
| Kovack Advisors, Inc. | 5,130 | $2.47M | 0.32% | +10+0.2% | Added |
| Claro Advisors LLC | 5,128 | $2.46M | 0.61% | +843+19.7% | Added |
| Waratah Capital Advisors Ltd. | 5,122 | $2.46M | 0.12% | +923+22.0% | Added |
| Cottage Street Advisors LLC | 5,113 | $2.46M | 1.79% | +202+4.1% | Added |
| Mather Group, LLC. | 5,110 | $2.46M | 0.04% | +437+9.4% | Added |
| Consolidated Capital Management, LLC | 5,105 | $2.45M | 1.21% | −38−0.7% | Reduced |
| Avestar Capital, LLC | 5,092 | $2.45M | 0.43% | −59−1.1% | Reduced |
| Country Club Bank | 5,136 | $2.45M | 0.19% | +86+1.7% | Added |
| JNBA Financial Advisors | 5,078 | $2.44M | 0.29% | +115+2.3% | Added |
| Liberty One Investment Management, LLC | 5,072 | $2.44M | 0.32% | +200+4.1% | Added |
| Sheets Smith Wealth Management | 5,069 | $2.44M | 0.36% | −40−0.8% | Reduced |
| IMA Wealth, Inc. | 5,055 | $2.43M | 0.62% | +182+3.7% | Added |
| Advisor OS, LLC | 5,050 | $2.43M | 0.40% | +1,004+24.8% | Added |
| Cassaday & Co Wealth Management LLC | 5,038 | $2.42M | 0.10% | −75−1.5% | Reduced |
| Cornercap Investment Counsel Inc | 5,037 | $2.42M | 0.42% | −41−0.8% | Reduced |
| Pictet Bank & Trust Ltd | 5,028 | $2.42M | 1.97% | −123−2.4% | Reduced |
| Warther Private Wealth, LLC | 5,026 | $2.42M | 1.64% | −51−1.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 5,007 | $2.41M | 1.55% | +3,494+230.9% | Added |
| RB Capital Management, LLC | 5,006 | $2.41M | 0.74% | +42+0.8% | Added |
| Waypoint Capital Advisors, LLC | 5,002 | $2.40M | 0.75% | +28+0.6% | Added |
| Otter Creek Advisors, LLC | 5,000 | $2.40M | 2.09% | +5,000 | New |
| Tealwood Asset Management Inc | 4,987 | $2.40M | 1.16% | −24−0.5% | Reduced |
| Wedmont Private Capital | 4,987 | $2.39M | 0.26% | +623+14.3% | Added |
| Marcum Wealth, LLC | 4,963 | $2.39M | 0.28% | −78−1.5% | Reduced |