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 |
|---|---|---|---|---|---|
| Pinnacle Associates Ltd | 40,991 | $19.7M | 0.34% | +2,731+7.1% | Added |
| PGGM Investments | 40,914 | $19.7M | 0.32% | −3,273−7.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 40,897 | $19.7M | 0.73% | +1,804+4.6% | Added |
| NewEdge Wealth, LLC | 40,889 | $19.7M | 0.66% | −1,292−3.1% | Reduced |
| Metropolitan Life Insurance Co | 40,575 | $19.5M | 0.95% | −1,218−2.9% | Reduced |
| Bell Asset Management Ltd | 40,508 | $19.5M | 3.33% | +3,854+10.5% | Added |
| Private Capital Advisors, Inc. | 40,392 | $19.4M | 3.18% | +2,003+5.2% | Added |
| Summit Global Investments | 39,984 | $19.2M | 1.27% | +38,777+3,212.7% | Added |
| Castleark Management LLC | 39,910 | $19.2M | 0.87% | −49,090−55.2% | Reduced |
| Advisors Asset Management, Inc. | 39,770 | $19.1M | 0.39% | +175+0.4% | Added |
| Calamos Wealth Management LLC | 39,632 | $19.0M | 1.40% | +2,708+7.3% | Added |
| JLB & Associates Inc | 39,424 | $18.9M | 2.70% | −532−1.3% | Reduced |
| Westpac Banking Corp | 39,267 | $18.9M | 1.33% | −171,918−81.4% | Reduced |
| Citizens Financial Group Inc | 38,989 | $18.7M | 0.68% | −2,648−6.4% | Reduced |
| Punch & Associates Investment Management, Inc. | 38,881 | $18.7M | 1.14% | −40.0% | Reduced |
| Metis Global Partners, LLC | 38,664 | $18.6M | 1.00% | +358+0.9% | Added |
| Park Avenue Securities LLC | 38,249 | $18.4M | 0.29% | −2,205−5.5% | Reduced |
| Modera Wealth Management, LLC | 38,091 | $18.3M | 0.33% | +32,756+614.0% | Added |
| Stewart & Patten Co LLC | 37,951 | $18.2M | 2.98% | −120.0% | Reduced |
| Boston Private Wealth LLC | 37,937 | $18.2M | 0.33% | −4,397−10.4% | Reduced |
| Baader Bank INC | 37,872 | $18.2M | 1.58% | −6,979−15.6% | Reduced |
| Granite Investment Partners, LLC | 37,775 | $18.2M | 0.72% | −1,612−4.1% | Reduced |
| North Point Portfolio Managers Corp | 37,128 | $17.8M | 3.53% | −11,167−23.1% | Reduced |
| Core Alternative Capital | 36,987 | $17.8M | 2.61% | −3,222−8.0% | Reduced |
| Albion Financial Group | 36,969 | $17.8M | 1.56% | −666−1.8% | Reduced |
| Eagle Global Advisors LLC | 36,961 | $17.8M | 1.17% | −1,616−4.2% | Reduced |
| Marco Investment Management LLC | 36,943 | $17.8M | 1.92% | +242+0.7% | Added |
| LMCG Investments, LLC | 36,868 | $17.7M | 1.15% | +956+2.7% | Added |
| Pathstone Family Office, LLC | 35,849 | $17.7M | 0.25% | +152+0.4% | Added |
| Hendershot Investments Inc. | 36,738 | $17.7M | 2.85% | +4,006+12.2% | Added |
| Brookfield Asset Management Inc. | 36,538 | $17.6M | 0.07% | +30,742+530.4% | Added |
| Madison Asset Management, LLC | 36,472 | $17.5M | 0.26% | +5,745+18.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 36,292 | $17.4M | 0.87% | −1,080−2.9% | Reduced |
| HB Wealth Management, LLC | 36,252 | $17.4M | 0.28% | +1,998+5.8% | Added |
| FineMark National Bank & Trust | 36,144 | $17.4M | 0.71% | −794−2.1% | Reduced |
| 11 Capital Partners LP | 36,086 | $17.3M | 9.79% | +1,764+5.1% | Added |
| Stillwater Capital Advisors, LLC | 36,053 | $17.3M | 3.06% | +150.0% | Added |
| Manning & Napier Group, LLC | 35,957 | $17.3M | 0.20% | +635+1.8% | Added |
| Patten & Patten Inc | 35,920 | $17.3M | 1.43% | −295−0.8% | Reduced |
| Harbor Investment Advisory, LLC | 35,762 | $17.2M | 2.39% | +3,253+10.0% | Added |
| Violich Capital Management, Inc. | 35,740 | $17.2M | 2.77% | −25−0.1% | Reduced |
| Gluskin Sheff & Assoc Inc | 35,710 | $17.2M | 1.04% | −8,457−19.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 35,287 | $17.0M | 1.40% | +2,039+6.1% | Added |
| Anchor Capital Advisors LLC | 35,108 | $16.9M | 0.44% | −1,333−3.7% | Reduced |
| Sawgrass Asset Management LLC | 35,008 | $16.8M | 2.07% | −1,240−3.4% | Reduced |
| YHB Investment Advisors, Inc. | 34,995 | $16.8M | 1.57% | +534+1.5% | Added |
| Bragg Financial Advisors, Inc | 34,848 | $16.7M | 0.92% | +169+0.5% | Added |
| Twin Tree Management, LP | 34,627 | $16.6M | 0.34% | +20,088+138.2% | Added |
| Wallington Asset Management, LLC | 34,584 | $16.6M | 2.98% | −82−0.2% | Reduced |
| Edgar Lomax Co | 34,493 | $16.6M | 1.09% | −487−1.4% | Reduced |
| Independent Advisor Alliance | 34,482 | $16.6M | 0.73% | +1,160+3.5% | Added |
| Beacon Investment Advisory Services, Inc. | 34,468 | $16.6M | 0.76% | −11,360−24.8% | Reduced |
| Washington Trust Bank | 34,198 | $16.4M | 1.68% | −554−1.6% | Reduced |
| TruWealth Advisors, LLC | 34,145 | $16.4M | 1.41% | +496+1.5% | Added |
| Adell Harriman & Carpenter Inc | 33,754 | $16.1M | 1.64% | −20−0.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 33,422 | $16.1M | 1.21% | +176+0.5% | Added |
| Appleton Partners Inc | 33,300 | $16.0M | 1.35% | +3,273+10.9% | Added |
| Kornitzer Capital Management Inc | 33,035 | $15.9M | 0.31% | +3,170+10.6% | Added |
| LSV Asset Management | 33,000 | $15.9M | 0.03% | −2,990−8.3% | Reduced |
| Shelton Capital Management | 32,917 | $15.8M | 0.57% | +2,751+9.1% | Added |
| Argent Trust Co | 32,856 | $15.8M | 0.86% | +4,140+14.4% | Added |
| Oak Ridge Investments LLC | 32,556 | $15.6M | 1.93% | −746−2.2% | Reduced |
| Fidelity National Financial, Inc. | 32,440 | $15.6M | 0.47% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 32,413 | $15.6M | 0.65% | +2,038+6.7% | Added |
| Avantax Advisory Services, Inc. | 32,364 | $15.6M | 0.18% | +806+2.6% | Added |
| Makena Capital Management LLC | 32,320 | $15.5M | 2.97% | +126+0.4% | Added |
| Parallel Advisors, LLC | 32,256 | $15.5M | 0.50% | +662+2.1% | Added |
| Siemens Fonds Invest GmbH | 32,402 | $15.5M | 1.51% | −206−0.6% | Reduced |
| Cetera Advisors LLC | 32,167 | $15.5M | 0.24% | +575+1.8% | Added |
| Spouting Rock Asset Management, LLC | 32,129 | $15.4M | 5.59% | −3,071−8.7% | Reduced |
| Robeco Schweiz AG | 32,047 | $15.4M | 0.23% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 31,972 | $15.4M | 1.32% | +768+2.5% | Added |
| Asahi Life Asset Management Co., Ltd. | 31,950 | $15.4M | 5.05% | −2,398−7.0% | Reduced |
| Cim, LLC | 31,833 | $15.3M | 2.86% | −199−0.6% | Reduced |
| Annex Advisory Services, LLC | 31,651 | $15.2M | 0.84% | +3,796+13.6% | Added |
| Petredis Investment Advisors LLC | 31,565 | $15.2M | 2.09% | −142−0.4% | Reduced |
| SG Americas Securities, LLC | 31,439 | $15.1M | 0.13% | +30,081+2,215.1% | Added |
| Cardinal Capital Management, Inc. | 31,414 | $15.1M | 0.76% | +310+1.0% | Added |
| Terry L. Blaker | 31,409 | $15.1M | 1.28% | +458+1.5% | Added |
| Carlson Capital Management | 31,291 | $15.0M | 0.91% | −371−1.2% | Reduced |
| Salem Investment Counselors Inc | 31,222 | $15.0M | 0.54% | +942+3.1% | Added |
| King Luther Capital Management Corp | 31,162 | $15.0M | 0.07% | +18+0.1% | Added |
| Arnhold LLC | 31,111 | $15.0M | 1.69% | +3,024+10.8% | Added |
| Girard Partners Ltd. | 30,884 | $14.8M | 1.57% | −62−0.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 30,704 | $14.8M | 1.11% | +292+1.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 30,631 | $14.7M | 8.40% | −192−0.6% | Reduced |
| CCM Investment Advisers LLC | 30,566 | $14.7M | 1.97% | +1,699+5.9% | Added |
| Nicola Wealth Management Ltd. | 30,400 | $14.6M | 1.44% | −2,000−6.2% | Reduced |
| Clear Street LLC | 30,000 | $14.4M | 0.34% | +30,000 | New |
| Ashton Thomas Private Wealth, LLC | 29,923 | $14.4M | 1.10% | +4,378+17.1% | Added |
| Haverford Financial Services, Inc. | 29,904 | $14.4M | 4.28% | −98−0.3% | Reduced |
| GAM Holding AG | 29,854 | $14.3M | 0.99% | −5,022−14.4% | Reduced |
| Amica Mutual Insurance Co | 29,756 | $14.3M | 1.62% | −2,587−8.0% | Reduced |
| German American Bancorp, Inc. | 29,701 | $14.3M | 2.01% | +156+0.5% | Added |
| WSFS Capital Management, LLC | 29,695 | $14.3M | 1.34% | −120−0.4% | Reduced |
| Level Four Advisory Services, LLC | 29,596 | $14.2M | 0.85% | +2,834+10.6% | Added |
| Foyston, Gordon, & Payne Inc | 29,439 | $14.1M | 3.70% | +415+1.4% | Added |
| Empirical Finance, LLC | 29,380 | $14.1M | 1.09% | +3,238+12.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 29,369 | $14.1M | 0.37% | −10.0% | Reduced |
| Kestra Private Wealth Services, LLC | 29,329 | $14.1M | 0.48% | +289+1.0% | Added |