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 |
|---|---|---|---|---|---|
| Lake Street Financial LLC | 4,963 | $2.39M | 0.42% | +2,515+102.7% | Added |
| Insigneo Advisory Services, LLC | 4,961 | $2.38M | 0.46% | +2,052+70.5% | Added |
| Bank Hapoalim BM | 4,951 | $2.38M | 0.34% | −297−5.7% | Reduced |
| Signet Investment Advisory Group, Inc. | 4,951 | $2.38M | 1.57% | +64+1.3% | Added |
| Moser Wealth Advisors, LLC | 4,940 | $2.37M | 1.60% | +4,940 | New |
| Consilium Wealth Advisory, LLC | 4,938 | $2.37M | 1.64% | +68+1.4% | Added |
| 180 Wealth Advisors, LLC | 4,960 | $2.37M | 0.52% | −50−1.0% | Reduced |
| North Star Investment Management Corp. | 4,931 | $2.37M | 0.19% | 00.0% | Unchanged |
| Tilt Investment Management Holdings, PBC | 4,926 | $2.37M | 1.56% | 00.0% | Unchanged |
| Welch & Forbes LLC | 4,915 | $2.36M | 0.04% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 4,914 | $2.36M | 0.17% | +253+5.4% | Added |
| Joel Isaacson & Co., LLC | 4,908 | $2.36M | 0.16% | +8+0.2% | Added |
| Insight Wealth Strategies, LLC | 4,900 | $2.36M | 0.45% | −5−0.1% | Reduced |
| Caliber Wealth Management, LLC | 4,899 | $2.35M | 1.58% | +3+0.1% | Added |
| ProVise Management Group, LLC | 4,876 | $2.34M | 0.21% | +739+17.9% | Added |
| PFG Investments, LLC | 4,871 | $2.34M | 0.42% | +739+17.9% | Added |
| StoneX Group Inc. | 4,871 | $2.34M | 0.24% | +42+0.9% | Added |
| Cape Ann Savings Bank | 4,867 | $2.34M | 1.56% | +60+1.2% | Added |
| KCS Wealth Advisory | 4,864 | $2.34M | 0.81% | +94+2.0% | Added |
| Apexium Financial, LP | 4,855 | $2.33M | 0.21% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 4,822 | $2.32M | 0.27% | +922+23.6% | Added |
| Financial Perspectives, Inc | 4,821 | $2.32M | 1.02% | +54+1.1% | Added |
| Harfst & Associates, Inc. | 4,813 | $2.31M | 0.62% | +67+1.4% | Added |
| Affinity Investment Advisors, LLC | 4,802 | $2.31M | 1.34% | −1,248−20.6% | Reduced |
| Palouse Capital Management, Inc. | 4,798 | $2.31M | 1.61% | −505−9.5% | Reduced |
| Harvey Investment Co LLC | 4,776 | $2.30M | 0.30% | −177−3.6% | Reduced |
| Ingalls & Snyder LLC | 4,771 | $2.29M | 0.11% | +61+1.3% | Added |
| Monte Financial Group, LLC | 4,770 | $2.29M | 1.12% | +77+1.6% | Added |
| Soltis Investment Advisors LLC | 4,761 | $2.29M | 0.27% | +224+4.9% | Added |
| Sunbelt Securities, Inc. | 4,729 | $2.27M | 0.33% | +162+3.5% | Added |
| Revolve Wealth Partners, LLC | 4,712 | $2.26M | 0.53% | +160+3.5% | Added |
| PDS Planning, Inc | 4,705 | $2.26M | 0.29% | +391+9.1% | Added |
| Warren Averett Asset Management, LLC | 4,681 | $2.25M | 0.10% | +121+2.7% | Added |
| Kingswood Wealth Advisors, LLC | 4,671 | $2.25M | 0.72% | +4,671 | New |
| Geller Advisors LLC | 4,658 | $2.24M | 0.28% | +1,607+52.7% | Added |
| Financial Advocates Investment Management | 4,657 | $2.24M | 0.17% | −493−9.6% | Reduced |
| McDonald Partners LLC | 4,653 | $2.24M | 0.68% | +108+2.4% | Added |
| Hartline Investment Corp | 4,651 | $2.24M | 0.38% | −1,484−24.2% | Reduced |
| Continuum Advisory, LLC | 4,645 | $2.23M | 0.36% | −33−0.7% | Reduced |
| Ashford Capital Management Inc | 4,644 | $2.23M | 0.31% | −71−1.5% | Reduced |
| AlphaStar Capital Management, LLC | 4,625 | $2.22M | 0.25% | −11,972−72.1% | Reduced |
| Hartford Financial Management Inc. | 4,624 | $2.22M | 0.55% | +819+21.5% | Added |
| Columbia Trust Co 01012016 | 4,617 | $2.22M | 1.25% | +367+8.6% | Added |
| Stratos Wealth Advisors, LLC | 4,610 | $2.22M | 0.16% | +326+7.6% | Added |
| Aspiriant, LLC | 4,608 | $2.22M | 0.11% | +172+3.9% | Added |
| Freedom Day Solutions, LLC | 4,608 | $2.21M | 0.98% | −253−5.2% | Reduced |
| Aft, Forsyth & Sober, LLC | 4,575 | $2.20M | 0.91% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 4,544 | $2.18M | 0.90% | +103+2.3% | Added |
| Applied Capital LLC | 4,523 | $2.17M | 2.06% | +29+0.6% | Added |
| Courier Capital LLC | 4,521 | $2.17M | 0.17% | +2,856+171.5% | Added |
| Voya Financial Advisors, Inc. | 4,557 | $2.17M | 0.25% | −71−1.5% | Reduced |
| Naviter Wealth, LLC | 4,508 | $2.17M | 0.55% | +789+21.2% | Added |
| J.W. Cole Advisors, Inc. | 4,507 | $2.17M | 0.15% | −565−11.1% | Reduced |
| WP Advisors, LLC | 4,501 | $2.16M | 0.87% | +57+1.3% | Added |
| Vantage Financial Partners Ltd., Inc. | 4,490 | $2.16M | 1.20% | +315+7.5% | Added |
| Beaumont Financial Advisors, LLC | 4,483 | $2.15M | 0.20% | +193+4.5% | Added |
| Alaethes Wealth LLC | 4,475 | $2.15M | 1.18% | +32+0.7% | Added |
| Legacy Financial Advisors, Inc. | 4,475 | $2.15M | 0.40% | +618+16.0% | Added |
| Circle Wealth Management, LLC | 4,472 | $2.15M | 0.28% | +10.0% | Added |
| Bessemer Securities LLC | 4,457 | $2.14M | 1.42% | −3,575−44.5% | Reduced |
| Northeast Financial Group, Inc. | 4,448 | $2.14M | 1.37% | −542−10.9% | Reduced |
| Marion Wealth Management | 4,447 | $2.14M | 0.76% | +145+3.4% | Added |
| Schear Investment Advisers, LLC | 4,433 | $2.13M | 2.25% | +9+0.2% | Added |
| Accretive Wealth Partners, LLC | 4,405 | $2.12M | 1.26% | +52+1.2% | Added |
| Personal Cfo Solutions, LLC | 4,366 | $2.10M | 0.43% | +30+0.7% | Added |
| Core Wealth Advisors, Inc. | 4,355 | $2.09M | 0.84% | +199+4.8% | Added |
| Roof Eidam & Maycock | 4,314 | $2.07M | 0.69% | −13−0.3% | Reduced |
| Mach-1 Financial Group, Inc. | 4,309 | $2.07M | 0.83% | +4,049+1,557.3% | Added |
| Optas, LLC | 4,309 | $2.07M | 0.69% | +72+1.7% | Added |
| Cahill Financial Advisors Inc | 4,294 | $2.06M | 0.33% | +146+3.5% | Added |
| S&CO Inc | 4,279 | $2.06M | 0.17% | +149+3.6% | Added |
| Brasada Capital Management, LP | 4,269 | $2.05M | 0.45% | −45−1.0% | Reduced |
| Gyroscope Capital Management Group, LLC | 4,263 | $2.05M | 0.47% | −1,500−26.0% | Reduced |
| Hollencrest Capital Management | 4,259 | $2.05M | 0.21% | −50−1.2% | Reduced |
| MidWestOne Financial Group, Inc. | 4,245 | $2.04M | 0.44% | −197−4.4% | Reduced |
| Court Place Advisors, LLC | 4,224 | $2.03M | 0.71% | +1,730+69.4% | Added |
| JT Stratford LLC | 4,218 | $2.03M | 0.55% | +612+17.0% | Added |
| StrongBox Wealth, LLC | 4,216 | $2.03M | 1.28% | +1,428+51.2% | Added |
| WD Rutherford LLC | 4,180 | $2.01M | 1.28% | −150−3.5% | Reduced |
| Triangle Securities Wealth Management | 4,172 | $2.01M | 0.69% | −60−1.4% | Reduced |
| Oak Associates, Ltd | 4,169 | $2.00M | 0.16% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 4,149 | $1.99M | 0.21% | −89−2.1% | Reduced |
| Frisch Financial Group, Inc. | 4,142 | $1.99M | 0.95% | −266−6.0% | Reduced |
| Stableford Capital II LLC | 3,953 | $1.99M | 0.88% | +3,953 | New |
| Stevens Capital Management LP | 4,140 | $1.99M | 0.41% | +1,251+43.3% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 4,162 | $1.99M | 0.41% | 00.0% | Unchanged |
| Lincluden Management Ltd | 4,126 | $1.98M | 0.23% | +4,126 | New |
| Eqis Capital Management, Inc. | 4,124 | $1.98M | 0.22% | +519+14.4% | Added |
| Alpha DNA Investment Management LLC | 4,116 | $1.98M | 1.12% | −715−14.8% | Reduced |
| Lawson Kroeker Investment Management Inc | 4,116 | $1.98M | 0.47% | 00.0% | Unchanged |
| US Asset Management LLC | 4,109 | $1.98M | 2.09% | −83−2.0% | Reduced |
| Intact Investment Management Inc. | 4,100 | $1.97M | 0.08% | −100−2.4% | Reduced |
| Magnus Financial Group LLC | 4,080 | $1.96M | 0.28% | −1,198−22.7% | Reduced |
| Atomi Financial Group, Inc. | 4,074 | $1.96M | 0.89% | +229+6.0% | Added |
| Northcape Wealth Management, LLC | 4,069 | $1.96M | 0.71% | +68+1.7% | Added |
| Creegan & Nassoura Financial Group, LLC | 4,060 | $1.95M | 1.44% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 4,055 | $1.95M | 0.17% | −1,291−24.1% | Reduced |
| Oarsman Capital, Inc. | 4,055 | $1.95M | 0.85% | −559−12.1% | Reduced |
| Ameliora Wealth Management Ltd. | 4,034 | $1.94M | 1.20% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 4,018 | $1.93M | 0.13% | −1,897−32.1% | Reduced |