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
- 3,137
- +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
- 1,452 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 | 3,055 | $202.4B |
| Q4 2025 | 3,312 | $248.2B |
| Q3 2025 | 3,169 | $253.5B |
| Q2 2025 | 3,186 | $241.1B |
| Q1 2025 | 3,614 | $424.3B |
| Q4 2024 | 3,685 | $409.5B |
| Q3 2024 | 3,477 | $474.6B |
| Q2 2024 | 3,407 | $411.9B |
| Q1 2024 | 3,385 | $398.9B |
| Q4 2023 | 3,422 | $428.0B |
| Q3 2023 | 3,145 | $407.5B |
| Q2 2023 | 3,137 | $388.4B |
| Q1 2023 | 3,115 | $383.6B |
| Q4 2022 | 3,160 | $434.2B |
| Q3 2022 | 2,999 | $413.5B |
| Q2 2022 | 2,965 | $422.0B |
| Q1 2022 | 2,966 | $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 |
|---|---|---|---|---|---|
| Kensico Capital Management Corp | 174,800 | $84.0M | 3.40% | −183,300−51.2% | Reduced |
| CIBC World Markets Inc. | 173,341 | $83.3M | 0.29% | −5,259−2.9% | Reduced |
| Daiwa Securities Group Inc. | 171,658 | $82.5M | 0.55% | +1,330+0.8% | Added |
| Riverbridge Partners LLC | 171,214 | $82.3M | 1.04% | −5,098−2.9% | Reduced |
| Creative Planning | 170,625 | $82.0M | 0.11% | +3,826+2.3% | Added |
| Swiss Life Asset Management Ltd | 165,112 | $79.4M | 1.17% | +3,873+2.4% | Added |
| Federated Hermes, Inc. | 163,329 | $78.5M | 0.19% | −4,795−2.9% | Reduced |
| James Hambro & Partners | 163,339 | $78.5M | 5.18% | +9,032+5.9% | Added |
| Connectus Wealth, LLC | 162,380 | $78.1M | 1.81% | +2,969+1.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 162,375 | $78.0M | 0.61% | +3,980+2.5% | Added |
| CIBC World Markets Corp | 161,105 | $77.4M | 0.63% | +62,934+64.1% | Added |
| Edmond de Rothschild Holding S.A. | 159,780 | $76.8M | 1.52% | +44,423+38.5% | Added |
| Utah Retirement Systems | 159,613 | $76.7M | 1.06% | −7,030−4.2% | Reduced |
| Crake Asset Management LLP | 158,800 | $76.3M | 10.29% | −102,000−39.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 155,480 | $74.7M | 1.29% | +26,778+20.8% | Added |
| Bartlett & Co. LLC | 155,480 | $74.7M | 1.29% | +26,778+20.8% | Added |
| Erste Asset Management GmbH | 155,866 | $74.5M | 1.31% | +14,395+10.2% | Added |
| Mercer Global Advisors Inc | 154,761 | $74.4M | 0.30% | +12,889+9.1% | Added |
| Bristol Gate Capital Partners Inc. | 153,540 | $73.8M | 3.88% | −2,905−1.9% | Reduced |
| New York Life Investment Management LLC | 151,966 | $73.0M | 0.76% | +12,835+9.2% | Added |
| Federation des caisses Desjardins du Quebec | 151,849 | $73.0M | 0.72% | +33,212+28.0% | Added |
| HM Payson & Co | 151,829 | $73.0M | 1.64% | −29,723−16.4% | Reduced |
| Harvest Portfolios Group Inc. | 150,226 | $72.2M | 3.31% | +14,920+11.0% | Added |
| Armistice Capital, LLC | 150,000 | $72.1M | 1.81% | −42,000−21.9% | Reduced |
| UniSuper Management Pty Ltd | 148,693 | $71.5M | 0.81% | +148,693 | New |
| Umb Bank N A | 148,445 | $71.3M | 1.08% | −397−0.3% | Reduced |
| Ardevora Asset Management LLP | 147,512 | $70.9M | 1.72% | −26,197−15.1% | Reduced |
| Virginia Retirement Systems Et Al | 147,300 | $70.8M | 0.68% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 146,894 | $70.6M | 1.66% | −45,022−23.5% | Reduced |
| Oregon Public Employees Retirement Fund | 142,559 | $68.5M | 0.81% | −98,327−40.8% | Reduced |
| MML Investors Services, LLC | 140,840 | $67.7M | 0.37% | +20,876+17.4% | Added |
| Vaughan David Investments LLC | 140,773 | $67.7M | 1.98% | +593+0.4% | Added |
| Mutual of America Capital Management LLC | 140,599 | $67.6M | 0.77% | +380.0% | Added |
| Financial Counselors Inc | 140,515 | $67.5M | 1.37% | +6,064+4.5% | Added |
| Bradley Foster & Sargent Inc | 139,323 | $67.0M | 1.41% | +7,204+5.5% | Added |
| Border to Coast Pensions Partnership Ltd | 137,155 | $65.9M | 1.65% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 136,842 | $65.8M | 2.62% | −61,911,862−99.8% | Reduced |
| MBB Public Markets I LLC | 133,473 | $64.2M | 3.65% | +104,165+355.4% | Added |
| AE Wealth Management LLC | 133,276 | $64.1M | 0.39% | +8,294+6.6% | Added |
| Cornerstone Investment Partners, LLC | 131,020 | $63.0M | 3.87% | +9,897+8.2% | Added |
| Cetera Advisor Networks LLC | 129,270 | $62.1M | 0.43% | −520−0.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 128,624 | $61.8M | 0.93% | +6,352+5.2% | Added |
| Van Eck Associates Corp | 127,724 | $61.4M | 0.13% | +9,911+8.4% | Added |
| State of Alaska, Department of Revenue | 125,931 | $60.5M | 0.72% | −15,169−10.8% | Reduced |
| Commerce Bank | 125,197 | $60.2M | 0.45% | −2,867−2.2% | Reduced |
| Colony Group LLC | 124,581 | $59.9M | 0.85% | −2,700−2.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 124,556 | $59.9M | 0.27% | −1,563−1.2% | Reduced |
| Yousif Capital Management, LLC | 124,151 | $59.7M | 0.73% | +2,338+1.9% | Added |
| Atalanta Sosnoff Capital, LLC | 122,977 | $59.1M | 1.60% | −40,618−24.8% | Reduced |
| United Capital Financial Advisers, LLC | 122,504 | $58.9M | 0.32% | −4,651−3.7% | Reduced |
| GW&K Investment Management, LLC | 121,831 | $58.6M | 0.56% | −2,495−2.0% | Reduced |
| Element Capital Management LLC | 121,497 | $58.4M | 3.95% | +6,241+5.4% | Added |
| Zacks Investment Management | 120,828 | $58.1M | 0.73% | +3,071+2.6% | Added |
| MAI Capital Management | 120,778 | $58.1M | 0.86% | +2,739+2.3% | Added |
| Meitav Dash Investments Ltd | 121,306 | $58.0M | 0.47% | +79,425+189.6% | Added |
| Alberta Investment Management Corp | 119,409 | $57.4M | 0.55% | +9,850+9.0% | Added |
| Martingale Asset Management L P | 119,045 | $57.2M | 1.12% | −4,765−3.8% | Reduced |
| Munro Partners | 119,035 | $57.2M | 2.64% | −157,780−57.0% | Reduced |
| Nicholas Company, Inc. | 118,270 | $56.8M | 1.09% | +7,000+6.3% | Added |
| Capital International Inc | 118,221 | $56.8M | 1.03% | +23,540+24.9% | Added |
| Tiaa, FSB | 117,017 | $56.2M | 0.20% | −13,989−10.7% | Reduced |
| PFM Health Sciences, LP | 116,067 | $55.8M | 2.24% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 115,870 | $55.7M | 0.87% | −34,698−23.0% | Reduced |
| Sands Capital Management, LLC | 114,593 | $55.1M | 0.17% | −2,361−2.0% | Reduced |
| Davis Selected Advisers | 113,794 | $54.7M | 0.33% | −1,048−0.9% | Reduced |
| Morningstar Investment Services LLC | 114,488 | $54.5M | 0.70% | −4,325−3.6% | Reduced |
| Bridges Investment Management Inc | 111,962 | $53.8M | 1.81% | +3,194+2.9% | Added |
| United Services Automobile Association | 111,525 | $53.6M | 1.54% | +307+0.3% | Added |
| Employees Retirement System of Texas | 110,645 | $53.2M | 0.73% | −35,000−24.0% | Reduced |
| Czech National Bank | 110,216 | $53.0M | 1.20% | +145+0.1% | Added |
| Cullen/Frost Bankers, Inc. | 108,072 | $51.9M | 0.88% | −7,571−6.5% | Reduced |
| Ancora Advisors, LLC | 107,793 | $51.8M | 1.37% | +779+0.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 107,721 | $51.8M | 1.08% | −2,898−2.6% | Reduced |
| Polaris Capital Management, LLC | 107,252 | $51.5M | 1.94% | −3,204−2.9% | Reduced |
| E. Ohman J:or Asset Management AB | 106,379 | $51.1M | 1.84% | −28,691−21.2% | Reduced |
| Oppenheimer Asset Management Inc. | 105,592 | $50.8M | 0.75% | −926−0.9% | Reduced |
| Capital Advisors Inc | 105,062 | $50.5M | 1.28% | +3,607+3.6% | Added |
| Cercano Management LLC | 104,185 | $50.1M | 1.74% | 00.0% | Unchanged |
| Lido Advisors, LLC | 103,786 | $49.9M | 0.56% | +4,127+4.1% | Added |
| Ilmarinen Mutual Pension Insurance Co | 103,300 | $49.6M | 0.63% | +7,600+7.9% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 102,837 | $49.4M | 2.15% | +8,576+9.1% | Added |
| Norinchukin Bank, The | 100,556 | $48.3M | 0.81% | +14,835+17.3% | Added |
| Credential Qtrade Securities Inc. | 100,460 | $48.3M | 3.04% | +4,615+4.8% | Added |
| GWM Advisors LLC | 100,364 | $48.2M | 0.55% | −2,345−2.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 100,250 | $48.2M | 0.63% | −48,686−32.7% | Reduced |
| Premier Fund Managers Ltd | 100,000 | $47.7M | 1.89% | +17,000+20.5% | Added |
| Achmea Investment Management B.V. | 98,628 | $47.4M | 1.00% | +10,416+11.8% | Added |
| Quintet Private Bank (Europe) S.A. | 98,752 | $47.2M | 2.27% | −2,385−2.4% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 97,840 | $47.0M | 3.19% | −13,550−12.2% | Reduced |
| Smith Chas P & Associates Pa Cpas | 97,297 | $46.8M | 3.00% | +2,391+2.5% | Added |
| Woodley Farra Manion Portfolio Management Inc | 95,857 | $46.1M | 2.97% | +2,586+2.8% | Added |
| First Long Island Investors, LLC | 95,433 | $45.9M | 4.40% | −6,023−5.9% | Reduced |
| SP Asset Management LLC | 95,344 | $45.8M | 5.11% | +9,700+11.3% | Added |
| Shell Asset Management Co | 95,242 | $45.8M | 1.81% | +44,416+87.4% | Added |
| Hardman Johnston Global Advisors LLC | 94,984 | $45.7M | 1.48% | −1,075−1.1% | Reduced |
| Gulf International Bank (UK) Ltd | 94,176 | $45.3M | 1.12% | −28,029−22.9% | Reduced |
| Hantz Financial Services, Inc. | 93,961 | $45.2M | 1.13% | +1,082+1.2% | Added |
| Heritage Wealth Advisors | 93,645 | $45.0M | 2.38% | +1,982+2.2% | Added |
| Nan Shan Life Insurance Co., Ltd. | 92,583 | $44.5M | 1.07% | −9,646−9.4% | Reduced |
| River Road Asset Management, LLC | 91,659 | $44.1M | 0.61% | +6,858+8.1% | Added |