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 |
|---|---|---|---|---|---|
| International Assets Investment Management, LLC | 4,004 | $1.92M | 0.26% | +139+3.6% | Added |
| Paralel Advisors LLC | 4,003 | $1.92M | 0.10% | +445+12.5% | Added |
| CFO4Life Group, LLC | 4,003 | $1.92M | 0.41% | +226+6.0% | Added |
| Opal Wealth Advisors, LLC | 4,001 | $1.92M | 0.96% | +1,487+59.1% | Added |
| Monetta Financial Services Inc | 4,000 | $1.92M | 1.88% | −500−11.1% | Reduced |
| Viking Fund Management LLC | 4,000 | $1.92M | 0.36% | 00.0% | Unchanged |
| Waycross Partners, LLC | 4,000 | $1.92M | 0.42% | 00.0% | Unchanged |
| Platform Technology Partners | 4,150 | $1.92M | 0.90% | +899+27.7% | Added |
| InterOcean Capital Group, LLC | 3,988 | $1.92M | 0.06% | −566−12.4% | Reduced |
| George Kaiser Family Foundation | 3,984 | $1.91M | 0.33% | −740−15.7% | Reduced |
| NVWM, LLC | 3,973 | $1.91M | 0.62% | −1,223−23.5% | Reduced |
| Ledge Wealth Management, Inc. | 3,955 | $1.90M | 0.91% | −877−18.1% | Reduced |
| Steel Peak Wealth Management LLC | 3,945 | $1.90M | 0.11% | +1,390+54.4% | Added |
| First Business Financial Services, Inc. | 3,939 | $1.89M | 0.23% | +8+0.2% | Added |
| First Nebraska Trust Co | 3,933 | $1.89M | 0.23% | +8+0.2% | Added |
| Cobblestone Capital Advisors LLC | 3,927 | $1.89M | 0.13% | 00.0% | Unchanged |
| L.M. Kohn & Company | 3,925 | $1.89M | 0.71% | +1,069+37.4% | Added |
| Rede Wealth, LLC | 3,917 | $1.88M | 0.89% | +2+0.1% | Added |
| Rothschild Investment Corp | 3,917 | $1.88M | 0.16% | +888+29.3% | Added |
| 9258 Wealth Management, LLC | 3,911 | $1.88M | 0.35% | +249+6.8% | Added |
| Kozak & Associates, Inc. | 3,892 | $1.86M | 0.75% | +10+0.3% | Added |
| Ami Investment Management Inc | 3,864 | $1.86M | 0.82% | −34−0.9% | Reduced |
| Menard Financial Group LLC | 3,853 | $1.85M | 3.81% | −280−6.8% | Reduced |
| Doliver Advisors, LP | 3,850 | $1.85M | 0.56% | +479+14.2% | Added |
| Jag Capital Management, LLC | 3,846 | $1.85M | 0.21% | −2,271−37.1% | Reduced |
| Highview Capital Management LLC | 3,843 | $1.85M | 0.99% | +2+0.1% | Added |
| MONECO Advisors, LLC | 3,838 | $1.84M | 0.50% | +18+0.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,832 | $1.84M | 0.02% | +409+11.9% | Added |
| FinTrust Capital Advisors, LLC | 3,471 | $1.84M | 0.44% | 00.0% | Unchanged |
| HMS Capital Management, LLC | 3,823 | $1.84M | 1.12% | −10.0% | Reduced |
| FSM Wealth Advisors, LLC | 3,953 | $1.83M | 0.92% | +307+8.4% | Added |
| Romano Brothers and Company | 3,804 | $1.83M | 0.27% | +37+1.0% | Added |
| Capital Investment Advisory Services, LLC | 3,799 | $1.83M | 0.18% | +101+2.7% | Added |
| Strategic Investment Advisors | 3,793 | $1.82M | 0.25% | +50+1.3% | Added |
| Mayflower Financial Advisors, LLC | 3,790 | $1.82M | 0.24% | +99+2.7% | Added |
| Smith, Moore & Co. | 3,790 | $1.82M | 0.23% | −105−2.7% | Reduced |
| AXS Investments LLC | 3,784 | $1.82M | 0.49% | +258+7.3% | Added |
| Ahl Investment Management, Inc. | 3,777 | $1.82M | 1.61% | +32+0.9% | Added |
| Cynosure Management, LLC | 3,761 | $1.81M | 0.54% | +3,761 | New |
| Hudson Canyon Capital Management | 3,755 | $1.80M | 1.42% | −115−3.0% | Reduced |
| Sierra Capital LLC | 3,753 | $1.80M | 0.29% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,744 | $1.80M | 0.07% | −318−7.8% | Reduced |
| Radnor Capital Management, LLC | 3,734 | $1.79M | 0.77% | +3,734 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,723 | $1.79M | 0.43% | +331+9.8% | Added |
| Alta Wealth Advisors LLC | 3,714 | $1.79M | 1.05% | −69−1.8% | Reduced |
| Amica Retiree Medical Trust | 3,711 | $1.78M | 1.99% | −237−6.0% | Reduced |
| Fagan Associates, Inc. | 3,711 | $1.78M | 0.43% | +2,677+258.9% | Added |
| Altfest L J & Co Inc | 3,711 | $1.78M | 0.27% | +224+6.4% | Added |
| Parsons Capital Management Inc | 3,708 | $1.78M | 0.14% | +209+6.0% | Added |
| Blue Square Asset Management, LLC | 3,708 | $1.78M | 1.27% | +2,175+141.9% | Added |
| Money Concepts Capital Corp | 3,689 | $1.78M | 0.18% | −4,833−56.7% | Reduced |
| Delta Financial Advisors LLC | 3,700 | $1.78M | 0.79% | +619+20.1% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 3,686 | $1.77M | 0.12% | +2,564+228.5% | Added |
| Herold Advisors, Inc. | 3,673 | $1.77M | 0.54% | +275+8.1% | Added |
| Aries Wealth Management | 3,664 | $1.76M | 0.68% | +131+3.7% | Added |
| Oakworth Capital, Inc. | 3,661 | $1.76M | 0.15% | +215+6.2% | Added |
| Hall Capital Management Co Inc | 3,660 | $1.76M | 0.99% | +146+4.2% | Added |
| Walter & Keenan Financial Consulting Co | 3,648 | $1.75M | 0.64% | +30+0.8% | Added |
| Key Financial Inc | 3,647 | $1.75M | 0.58% | +151+4.3% | Added |
| Cooke & Bieler LP | 3,645 | $1.75M | 0.02% | −2,035−35.8% | Reduced |
| Kathmere Capital Management, LLC | 3,629 | $1.74M | 0.27% | +799+28.2% | Added |
| Boston Family Office LLC | 3,627 | $1.74M | 0.13% | +166+4.8% | Added |
| Vista Investment Management | 3,623 | $1.74M | 0.88% | +246+7.3% | Added |
| First Financial Bank - Trust Division | 3,616 | $1.74M | 0.18% | −159−4.2% | Reduced |
| Confluence Wealth Services, Inc. | 3,599 | $1.73M | 0.37% | +306+9.3% | Added |
| Strategic Blueprint, LLC | 3,593 | $1.73M | 0.16% | −5,600−60.9% | Reduced |
| Ifrah Financial Services, Inc. | 3,580 | $1.72M | 0.52% | −60−1.6% | Reduced |
| Hoey Investments, Inc | 3,571 | $1.72M | 0.57% | +1,419+65.9% | Added |
| Prestige Wealth Management Group LLC | 3,569 | $1.72M | 0.41% | −2,618−42.3% | Reduced |
| Horan Securities, Inc. | 3,568 | $1.72M | 0.73% | +19+0.5% | Added |
| Groesbeck Investment Management Corp | 3,563 | $1.71M | 2.61% | −297−7.7% | Reduced |
| Farther Finance Advisors, LLC | 3,554 | $1.71M | 0.37% | +247+7.5% | Added |
| Goepper Burkhardt LLC | 3,554 | $1.71M | 1.03% | +2+0.1% | Added |
| Partners Capital Investment Group, LLP | 3,541 | $1.70M | 0.04% | +904+34.3% | Added |
| Independent Investors Inc | 3,540 | $1.70M | 0.39% | −20−0.6% | Reduced |
| Leisure Capital Management | 3,527 | $1.70M | 0.93% | −15−0.4% | Reduced |
| Morris Retirement Advisors, LLC | 3,520 | $1.69M | 1.16% | −311−8.1% | Reduced |
| Keudell/Morrison Wealth Management | 3,517 | $1.69M | 0.49% | −10.0% | Reduced |
| IMS Capital Management | 3,514 | $1.69M | 0.94% | +60+1.7% | Added |
| Hartford Funds Management Co LLC | 3,504 | $1.68M | 0.17% | +482+15.9% | Added |
| Scott Investment Partners LLP | 3,500 | $1.68M | 3.78% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 3,490 | $1.68M | 0.37% | −237−6.4% | Reduced |
| Fiduciary Group LLC | 3,486 | $1.68M | 0.21% | −179−4.9% | Reduced |
| Trust Investment Advisors | 3,481 | $1.67M | 1.35% | −1,179−25.3% | Reduced |
| Proficio Capital Partners LLC | 3,476 | $1.67M | 0.23% | +304+9.6% | Added |
| Quent Capital, LLC | 3,473 | $1.67M | 0.26% | −74−2.1% | Reduced |
| Mission Creek Capital Partners, Inc. | 3,473 | $1.67M | 0.54% | −98−2.7% | Reduced |
| Privium Fund Management (UK) Ltd | 3,500 | $1.67M | 1.31% | 00.0% | Unchanged |
| Factorial Partners, LLC | 3,460 | $1.66M | 1.15% | +1,960+130.7% | Added |
| Keel Point, LLC | 3,444 | $1.66M | 0.22% | +208+6.4% | Added |
| Westbourne Investment Advisors, Inc. | 3,441 | $1.65M | 0.74% | −25−0.7% | Reduced |
| Pettee Investors, Inc. | 3,434 | $1.65M | 0.75% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 3,422 | $1.64M | 0.27% | +22+0.6% | Added |
| Schonfeld Strategic Advisors LLC | 3,416 | $1.64M | 0.01% | +3,416 | New |
| Nwam LLC | 3,414 | $1.64M | 0.13% | +59+1.8% | Added |
| Whitener Capital Management, Inc. | 3,410 | $1.64M | 0.63% | +95+2.9% | Added |
| Independence Bank of Kentucky | 3,401 | $1.63M | 0.66% | +520+18.0% | Added |
| IAM Advisory, LLC | 3,399 | $1.63M | 0.56% | +162+5.0% | Added |
| PFW Advisors LLC | 3,214 | $1.63M | 0.54% | +3,214 | New |
| Verition Fund Management LLC | 3,391 | $1.63M | 0.03% | +935+38.1% | Added |