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 |
|---|---|---|---|---|---|
| Ethic Inc. | 60,284 | $29.0M | 1.07% | +5,415+9.9% | Added |
| McKinley Capital Management LLC /Delaware | 60,141 | $28.9M | 3.86% | −13,906−18.8% | Reduced |
| PFS Investments Inc. | 60,118 | $28.9M | 0.47% | +3,231+5.7% | Added |
| First Foundation Advisors | 60,105 | $28.9M | 1.25% | +292+0.5% | Added |
| Exencial Wealth Advisors, LLC | 60,003 | $28.8M | 1.32% | +12,285+25.7% | Added |
| Rhenman & Partners Asset Management AB | 60,000 | $28.8M | 3.04% | −16,000−21.1% | Reduced |
| Campbell Newman Asset Management Inc | 59,978 | $28.8M | 2.58% | +424+0.7% | Added |
| Vident Investment Advisory, LLC | 59,867 | $28.8M | 0.99% | +12,930+27.5% | Added |
| Renaissance Group LLC | 59,656 | $28.7M | 1.24% | +5,192+9.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 59,609 | $28.7M | 0.31% | −35−0.1% | Reduced |
| RMB Capital Management, LLC | 59,365 | $28.5M | 0.94% | +2,105+3.7% | Added |
| Pacer Advisors, Inc. | 58,786 | $28.3M | 0.11% | +1,388+2.4% | Added |
| Oppenheimer & Co Inc | 58,777 | $28.3M | 0.57% | +3,622+6.6% | Added |
| Chesley Taft & Associates LLC | 58,767 | $28.2M | 1.73% | +155+0.3% | Added |
| Louisiana State Employees Retirement System | 57,600 | $27.7M | 0.61% | −3,100−5.1% | Reduced |
| Systematic Alpha Investments, LLC | 57,323 | $27.6M | 1.34% | 00.0% | Unchanged |
| Community Trust & Investment Co | 57,298 | $27.5M | 2.21% | +6,034+11.8% | Added |
| Maple Capital Management, Inc. | 56,453 | $27.1M | 2.96% | +432+0.8% | Added |
| WS Portfolio Advisory, LLC | 56,424 | $27.1M | 6.26% | +22,031+64.1% | Added |
| Bridgeway Capital Management, LLC | 56,169 | $27.0M | 0.65% | +14,132+33.6% | Added |
| Wesbanco Bank Inc | 55,382 | $26.6M | 1.12% | +1,388+2.6% | Added |
| RBF Capital, LLC | 55,000 | $26.4M | 1.65% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 54,633 | $26.3M | 1.77% | +6,213+12.8% | Added |
| Snowden Capital Advisors LLC | 54,350 | $26.1M | 0.93% | −3,877−6.7% | Reduced |
| Advisor Partners II, LLC | 54,220 | $26.1M | 1.22% | +5,695+11.7% | Added |
| Congress Wealth Management LLC | 54,103 | $26.0M | 0.60% | +375+0.7% | Added |
| Old National Bancorp | 54,032 | $26.0M | 0.74% | −5,703−9.5% | Reduced |
| Worldquant Millennium Advisors LLC | 54,009 | $26.0M | 0.44% | −112,621−67.6% | Reduced |
| Pictet North America Advisors SA | 53,704 | $25.8M | 3.58% | −2,217−4.0% | Reduced |
| Dana Investment Advisors, Inc. | 53,187 | $25.6M | 1.26% | −2,071−3.7% | Reduced |
| Penn Davis McFarland Inc | 52,688 | $25.3M | 4.51% | −757−1.4% | Reduced |
| ClariVest Asset Management LLC | 52,492 | $25.2M | 1.27% | −10,203−16.3% | Reduced |
| Prudential PLC | 52,362 | $25.2M | 0.30% | −9,914−15.9% | Reduced |
| D'Orazio & Associates, Inc. | 52,265 | $25.1M | 5.86% | +190+0.4% | Added |
| Brown Brothers Harriman & Co | 51,901 | $24.9M | 0.20% | +11,876+29.7% | Added |
| Stack Financial Management, Inc | 51,756 | $24.9M | 2.78% | +116+0.2% | Added |
| Ieq Capital, LLC | 51,589 | $24.8M | 0.50% | −5,261−9.3% | Reduced |
| National Asset Management, Inc. | 50,621 | $24.3M | 0.55% | +2,215+4.6% | Added |
| Massmutual Trust Co FSB | 50,594 | $24.3M | 0.87% | +122+0.2% | Added |
| Vestor Capital, LLC | 50,439 | $24.2M | 2.56% | +508+1.0% | Added |
| Alyeska Investment Group, L.P. | 50,000 | $24.0M | 0.18% | +50,000 | New |
| Blue Chip Partners, Inc. | 49,995 | $24.0M | 2.73% | +228+0.5% | Added |
| Cohen Capital Management, Inc. | 49,914 | $24.0M | 4.66% | +150+0.3% | Added |
| Badgley Phelps Wealth Managers, LLC | 49,605 | $23.8M | 0.79% | +3,303+7.1% | Added |
| Moran Wealth Management, LLC | 49,488 | $23.8M | 0.89% | −2,149−4.2% | Reduced |
| Atria Wealth Solutions, Inc. | 49,235 | $23.7M | 0.32% | +2,052+4.3% | Added |
| First National Trust Co | 49,147 | $23.6M | 1.09% | −2,314−4.5% | Reduced |
| Overbrook Management Corp | 48,579 | $23.3M | 5.55% | −1,870−3.7% | Reduced |
| Employees Provident Fund Board | 47,921 | $23.0M | 0.55% | +47,921 | New |
| EP Wealth Advisors, LLC | 7,944 | $23.0M | 0.36% | +6,991+733.6% | Added |
| Garrison Bradford & Associates Inc | 47,708 | $22.9M | 27.71% | −397−0.8% | Reduced |
| Ironvine Capital Partners, LLC | 47,654 | $22.9M | 2.78% | +192+0.4% | Added |
| Act Two Investors LLC | 47,520 | $22.8M | 6.39% | +11,966+33.7% | Added |
| Vestcor Inc | 47,498 | $22.8M | 0.83% | +6,651+16.3% | Added |
| Night Owl Capital Management, LLC | 47,289 | $22.7M | 5.88% | +26,139+123.6% | Added |
| Burney Co | 47,261 | $22.7M | 1.04% | +254+0.5% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 47,229 | $22.7M | 3.22% | +10,575+28.9% | Added |
| Sawtooth Solutions, LLC | 46,529 | $22.4M | 0.61% | −480−1.0% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 46,459 | $22.3M | 1.11% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 46,366 | $22.3M | 0.76% | +34,247+282.6% | Added |
| Vestmark Advisory Solutions, Inc. | 46,242 | $22.2M | 0.85% | +1,102+2.4% | Added |
| QV Investors Inc. | 45,744 | $22.0M | 1.98% | +11,910+35.2% | Added |
| Meeder Asset Management Inc | 45,626 | $21.9M | 1.59% | −16,039−26.0% | Reduced |
| New Mexico Educational Retirement Board | 45,420 | $21.8M | 0.96% | +2,200+5.1% | Added |
| Minneapolis Portfolio Management Group, LLC | 45,213 | $21.7M | 2.88% | −2,073−4.4% | Reduced |
| Bleakley Financial Group, LLC | 44,885 | $21.6M | 0.67% | +403+0.9% | Added |
| Trust Co of Virginia | 44,863 | $21.6M | 2.29% | −502−1.1% | Reduced |
| Hemenway Trust Co LLC | 44,653 | $21.5M | 2.11% | +1,705+4.0% | Added |
| Azimuth Capital Investment Management LLC | 44,511 | $21.4M | 1.02% | −411−0.9% | Reduced |
| Diversified Trust Co | 44,305 | $21.3M | 0.78% | −371−0.8% | Reduced |
| Callahan Advisors, LLC | 44,288 | $21.3M | 2.59% | +799+1.8% | Added |
| Longbow Finance SA | 44,141 | $21.2M | 2.47% | −28−0.1% | Reduced |
| Earnest Partners LLC | 44,125 | $21.2M | 0.12% | +4,339+10.9% | Added |
| Narwhal Capital Management | 44,109 | $21.2M | 2.49% | +799+1.8% | Added |
| Front Barnett Associates LLC | 44,077 | $21.2M | 2.39% | −290−0.7% | Reduced |
| Bamco Inc | 44,056 | $21.2M | 0.06% | +810+1.9% | Added |
| Braun Stacey Associates Inc | 44,004 | $21.2M | 0.98% | −46,606−51.4% | Reduced |
| Freestone Capital Holdings, LLC | 43,992 | $21.1M | 0.85% | +1,088+2.5% | Added |
| Balyasny Asset Management LLC | 43,978 | $21.1M | 0.06% | −117,028−72.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 43,756 | $21.0M | 0.71% | +594+1.4% | Added |
| Citadel Advisors LLC | 43,552 | $20.9M | 0.02% | −56,816−56.6% | Reduced |
| Banque Cantonale Vaudoise | 43,320 | $20.8M | 0.97% | +3,977+10.1% | Added |
| Raub Brock Capital Management LP | 43,228 | $20.8M | 3.90% | −89−0.2% | Reduced |
| Mill Capital Management, LLC | 42,953 | $20.6M | 1.94% | +415+1.0% | Added |
| Palisade Asset Management, LLC | 42,894 | $20.6M | 2.39% | +7,242+20.3% | Added |
| Clifford Swan Investment Counsel LLC | 42,766 | $20.6M | 0.83% | +1,821+4.4% | Added |
| Transform Wealth, LLC | 42,640 | $20.5M | 1.85% | −166−0.4% | Reduced |
| Pittenger & Anderson Inc | 42,573 | $20.5M | 0.98% | +825+2.0% | Added |
| First American Bank | 42,345 | $20.4M | 1.76% | −529−1.2% | Reduced |
| First Eagle Investment Management, LLC | 42,149 | $20.3M | 0.05% | −42−0.1% | Reduced |
| Hancock Whitney Corp | 42,138 | $20.3M | 0.80% | −1,627−3.7% | Reduced |
| D.A. Davidson & Co. | 42,045 | $20.2M | 0.21% | +8,144+24.0% | Added |
| Copeland Capital Management, LLC | 41,838 | $20.1M | 0.42% | +15,240+57.3% | Added |
| Crossmark Global Holdings, Inc. | 39,965 | $20.1M | 0.43% | −535−1.3% | Reduced |
| Lockheed Martin Investment Management Co | 41,660 | $20.0M | 1.15% | +18,070+76.6% | Added |
| Colonial Trust Advisors | 41,563 | $20.0M | 2.22% | −762−1.8% | Reduced |
| Novare Capital Management LLC | 41,529 | $20.0M | 2.14% | +730+1.8% | Added |
| united american securities inc. (d/b/a uas asset management) | 41,514 | $20.0M | 5.71% | +5,360+14.8% | Added |
| Aptus Capital Advisors, LLC | 41,342 | $19.9M | 0.58% | −4,575−10.0% | Reduced |
| FDx Advisors, Inc. | 41,172 | $19.8M | 1.09% | −42,782−51.0% | Reduced |