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 |
|---|---|---|---|---|---|
| Banco Santander, S.A. | 91,185 | $43.8M | 0.57% | +19,643+27.5% | Added |
| Ziegler Capital Management, LLC | 91,108 | $43.8M | 1.67% | −728−0.8% | Reduced |
| Adams Diversified Equity Fund, Inc. | 90,600 | $43.5M | 1.81% | −8,700−8.8% | Reduced |
| Kestra Advisory Services, LLC | 90,247 | $43.4M | 0.43% | −592−0.7% | Reduced |
| Rafferty Asset Management, LLC | 90,159 | $43.3M | 0.24% | +6,572+7.9% | Added |
| Bowie Capital Management, LLC | 89,254 | $42.9M | 5.59% | +2,909+3.4% | Added |
| Gabelli Funds LLC | 89,252 | $42.9M | 0.33% | −8,373−8.6% | Reduced |
| Davis R M Inc | 88,156 | $42.4M | 1.02% | +550+0.6% | Added |
| Vigilant Capital Management, LLC | 87,318 | $42.0M | 3.14% | +4,695+5.7% | Added |
| Brinker Capital Investments, LLC | 90,295 | $41.8M | 0.45% | −356−0.4% | Reduced |
| Orion Portfolio Solutions, LLC | 90,295 | $41.8M | 0.45% | −356−0.4% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 86,621 | $41.6M | 2.99% | −29,346−25.3% | Reduced |
| NS Partners Ltd | 86,315 | $41.5M | 2.18% | −2,888−3.2% | Reduced |
| Aureus Asset Management, LLC | 85,642 | $41.2M | 3.09% | +14,804+20.9% | Added |
| Petrus Trust Company, LTA | 85,184 | $40.9M | 4.60% | +7,016+9.0% | Added |
| Provident Investment Management, Inc. | 85,112 | $40.9M | 4.33% | +3,221+3.9% | Added |
| Cambridge Trust Co | 85,108 | $40.9M | 1.85% | −4,943−5.5% | Reduced |
| Whittier Trust Co | 84,644 | $40.7M | 0.71% | −2,654−3.0% | Reduced |
| Sit Investment Associates Inc | 84,410 | $40.6M | 1.06% | +5,447+6.9% | Added |
| Silvant Capital Management LLC | 83,767 | $40.3M | 2.26% | +2,069+2.5% | Added |
| Northwest & Ethical Investments L.P. | 82,951 | $39.9M | 1.28% | +22,699+37.7% | Added |
| Atria Investments LLC | 80,408 | $38.6M | 0.70% | −581−0.7% | Reduced |
| Baillie Gifford & Co | 79,900 | $38.4M | 0.03% | +79,827+109,352.1% | Added |
| Auxier Asset Management | 79,444 | $38.2M | 6.34% | −2,405−2.9% | Reduced |
| Bokf, NA | 78,630 | $37.8M | 0.77% | −1,997−2.5% | Reduced |
| Governors Lane LP | 78,551 | $37.8M | 9.12% | +19,704+33.5% | Added |
| Securian Asset Management, Inc | 78,157 | $37.6M | 0.96% | −1,203−1.5% | Reduced |
| Stephens Inc | 77,944 | $37.5M | 0.67% | +5,256+7.2% | Added |
| Varma Mutual Pension Insurance Co | 77,776 | $37.4M | 0.45% | −74,246−48.8% | Reduced |
| Alta Capital Management LLC | 77,352 | $37.2M | 2.55% | +14,640+23.3% | Added |
| South Dakota Investment Council | 77,048 | $37.0M | 0.77% | −4,565−5.6% | Reduced |
| Todd Asset Management LLC | 76,773 | $36.9M | 0.86% | −11,087−12.6% | Reduced |
| Elo Mutual Pension Insurance Co | 76,766 | $36.9M | 1.09% | +2,160+2.9% | Added |
| Gradient Investments LLC | 76,220 | $36.6M | 0.94% | +4,689+6.6% | Added |
| Illinois Municipal Retirement Fund | 76,185 | $36.6M | 0.74% | +17,344+29.5% | Added |
| O'Shaughnessy Asset Management, LLC | 75,800 | $36.4M | 0.54% | +13,570+21.8% | Added |
| Tokio Marine Asset Management Co Ltd | 75,596 | $36.3M | 2.32% | −1,408−1.8% | Reduced |
| Bailard, Inc. | 75,105 | $36.1M | 1.26% | −1,415−1.8% | Reduced |
| Kentucky Retirement Systems | 74,857 | $36.0M | 1.20% | +981+1.3% | Added |
| Abn Amro Investment Solutions | 74,369 | $35.7M | 0.72% | +7,842+11.8% | Added |
| Vantage Investment Partners, LLC | 74,345 | $35.7M | 4.63% | −1,444−1.9% | Reduced |
| Chilton Capital Management LLC | 73,480 | $35.3M | 1.94% | +1,742+2.4% | Added |
| Guggenheim Capital LLC | 73,464 | $35.3M | 0.28% | +1,484+2.1% | Added |
| Unigestion Holding SA | 74,099 | $35.3M | 2.04% | +42,773+136.5% | Added |
| Wedgewood Partners Inc | 73,417 | $35.3M | 5.69% | −1,811−2.4% | Reduced |
| Two Sigma Investments, LP | 73,334 | $35.2M | 0.09% | −146,799−66.7% | Reduced |
| Flputnam Investment Management Co | 73,262 | $35.2M | 0.96% | +2,091+2.9% | Added |
| TownSquare Capital, LLC | 73,059 | $35.1M | 0.64% | +9,376+14.7% | Added |
| Cetera Investment Advisers | 72,816 | $35.0M | 0.29% | +1,839+2.6% | Added |
| Manchester Global Management (UK) Ltd | 72,483 | $34.8M | 14.13% | +900+1.3% | Added |
| Aristotle Atlantic Partners, LLC | 72,405 | $34.8M | 1.31% | +26,741+58.6% | Added |
| Commerzbank Aktiengesellschaft | 72,139 | $34.7M | 1.70% | +3,679+5.4% | Added |
| Central Trust Co | 72,113 | $34.7M | 0.97% | −270.0% | Reduced |
| Private Advisor Group, LLC | 70,789 | $34.5M | 0.30% | +11,204+18.8% | Added |
| Maryland State Retirement & Pension System | 71,216 | $34.2M | 0.72% | −2,739−3.7% | Reduced |
| Montag & Caldwell, LLC | 71,029 | $34.1M | 4.17% | +6,799+10.6% | Added |
| Douglas Lane & Associates, LLC | 70,845 | $34.1M | 0.55% | −2,462−3.4% | Reduced |
| Advisors Capital Management, LLC | 69,886 | $33.6M | 0.80% | +6,277+9.9% | Added |
| Cornerstone Advisors, LLC | 69,803 | $33.6M | 1.60% | −42,297−37.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 69,615 | $33.5M | 0.50% | −1,382−1.9% | Reduced |
| Beacon Pointe Advisors, LLC | 69,444 | $33.4M | 0.55% | −8,498−10.9% | Reduced |
| Eagle Ridge Investment Management | 69,420 | $33.4M | 3.50% | +1,206+1.8% | Added |
| Cantor Fitzgerald, L. P. | 69,378 | $33.3M | 0.77% | −1,621−2.3% | Reduced |
| Wealthfront Advisers LLC | 69,130 | $33.2M | 0.14% | −3,749−5.1% | Reduced |
| Port Capital LLC | 68,992 | $33.2M | 1.99% | +9,740+16.4% | Added |
| CWM, LLC | 67,475 | $32.4M | 0.20% | +6,906+11.4% | Added |
| Synovus Financial Corp | 67,052 | $32.2M | 0.35% | +1,928+3.0% | Added |
| WestEnd Advisors, LLC | 66,366 | $31.9M | 0.94% | – | – |
| Assetmark, Inc | 66,332 | $31.9M | 0.13% | +11,237+20.4% | Added |
| Fiduciary Trust Co | 66,283 | $31.9M | 0.56% | +408+0.6% | Added |
| Raymond James Trust N.A. | 66,269 | $31.9M | 0.92% | −566−0.8% | Reduced |
| Hartford Investment Management Co | 65,804 | $31.6M | 1.19% | −13,373−16.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 65,436 | $31.5M | 0.09% | +5,691+9.5% | Added |
| Jupiter Asset Management Ltd | 65,313 | $31.4M | 0.34% | −73,207−52.8% | Reduced |
| Peapack Gladstone Financial Corp | 65,286 | $31.4M | 0.56% | −3,537−5.1% | Reduced |
| Sabal Trust CO | 64,890 | $31.2M | 1.98% | +4,885+8.1% | Added |
| Locust Wood Capital Advisers, LLC | 64,708 | $31.1M | 1.61% | +4,035+6.7% | Added |
| Kiwi Wealth Investments Limited Partnership | 64,603 | $31.1M | 1.92% | +3,555+5.8% | Added |
| Heritage Investors Management Corp | 64,602 | $31.1M | 1.24% | +690+1.1% | Added |
| Rockland Trust Co | 64,528 | $31.0M | 1.85% | +1,341+2.1% | Added |
| Focus Financial Network, Inc. | 64,458 | $31.0M | 1.72% | +5,813+9.9% | Added |
| Cumberland Partners Ltd | 64,272 | $30.9M | 2.83% | +600+0.9% | Added |
| Fulton Breakefield Broenniman LLC | 64,173 | $30.8M | 2.55% | +4,701+7.9% | Added |
| Artemis Investment Management LLP | 64,204 | $30.8M | 0.39% | +983+1.6% | Added |
| DuPont Capital Management Corp | 64,047 | $30.8M | 1.52% | +4,479+7.5% | Added |
| Farmers & Merchants Investments Inc | 63,728 | $30.6M | 1.16% | −745−1.2% | Reduced |
| JustInvest LLC | 63,458 | $30.5M | 0.93% | +6,886+12.2% | Added |
| Eastern Bank | 63,211 | $30.4M | 1.44% | −5,599−8.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 62,410 | $30.0M | 0.59% | +10,918+21.2% | Added |
| Galvin, Gaustad & Stein, LLC | 62,403 | $30.0M | 2.91% | −938−1.5% | Reduced |
| Payden & Rygel | 61,830 | $29.7M | 2.10% | −11,100−15.2% | Reduced |
| Liontrust Investment Partners LLP | 61,568 | $29.6M | 0.43% | −11,900−16.2% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 61,500 | $29.6M | 0.35% | +61,500 | New |
| Chartwell Investment Partners, LLC | 61,147 | $29.4M | 1.06% | −5,345−8.0% | Reduced |
| AltraVue Capital, LLC | 60,890 | $29.3M | 3.44% | 00.0% | Unchanged |
| Guardian Capital LP | 60,728 | $29.2M | 0.93% | +470+0.8% | Added |
| Associated Banc-Corp | 60,645 | $29.1M | 1.10% | −599−1.0% | Reduced |
| Chilton Investment Co LLC | 60,593 | $29.1M | 0.85% | −1,840−2.9% | Reduced |
| La Banque Postale Asset Management SA | 60,585 | $29.1M | 0.69% | +14,712+32.1% | Added |
| Suncoast Equity Management | 60,526 | $29.1M | 4.37% | +1,692+2.9% | Added |