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 |
|---|---|---|---|---|---|
| Wetherby Asset Management Inc | 29,327 | $14.1M | 0.76% | −833−2.8% | Reduced |
| James Investment Research Inc | 29,212 | $14.0M | 1.79% | −1,018−3.4% | Reduced |
| Polaris Wealth Advisory Group, LLC | 29,164 | $14.0M | 1.06% | +2,970+11.3% | Added |
| Middleton & Co Inc | 29,135 | $14.0M | 1.86% | +151+0.5% | Added |
| Howe & Rusling Inc | 29,113 | $14.0M | 1.57% | −4,524−13.4% | Reduced |
| Guyasuta Investment Advisors Inc | 29,094 | $14.0M | 1.03% | +27,839+2,218.2% | Added |
| King Wealth | 29,001 | $13.9M | 2.82% | +82+0.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 28,958 | $13.9M | 1.44% | −2,900−9.1% | Reduced |
| LGT Group Foundation | 28,821 | $13.9M | 0.34% | −3,881−11.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 28,745 | $13.8M | 0.53% | −2,855−9.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 28,576 | $13.7M | 0.06% | +20,320+246.1% | Added |
| Hilton Capital Management, LLC | 28,491 | $13.7M | 1.64% | −448−1.5% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 28,400 | $13.7M | 0.43% | −221−0.8% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 28,325 | $13.6M | 1.09% | −12,201−30.1% | Reduced |
| Schmidt P J Investment Management Inc | 26,623 | $13.6M | 2.70% | −336−1.2% | Reduced |
| Curi Capital | 27,910 | $13.4M | 1.82% | −1,584−5.4% | Reduced |
| Vinva Investment Management Ltd | 27,989 | $13.3M | 1.17% | −3,728−11.8% | Reduced |
| Cohen Klingenstein LLC | 27,700 | $13.3M | 0.58% | 00.0% | Unchanged |
| Veritable, L.P. | 27,455 | $13.2M | 0.21% | −108−0.4% | Reduced |
| Allworth Financial LP | 27,427 | $13.2M | 0.11% | +475+1.8% | Added |
| Prospera Financial Services Inc | 27,121 | $13.0M | 0.50% | +2,335+9.4% | Added |
| Bridgecreek Investment Management, LLC | 27,075 | $13.0M | 2.49% | −375−1.4% | Reduced |
| Resources Investment Advisors, LLC. | 26,948 | $13.0M | 0.29% | −1,297−4.6% | Reduced |
| Torray LLC | 26,873 | $12.9M | 2.23% | +196+0.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 26,853 | $12.9M | 0.43% | −1,661−5.8% | Reduced |
| Segment Wealth Management, LLC | 26,825 | $12.9M | 1.33% | −288−1.1% | Reduced |
| Pioneer Trust Bank N A | 26,650 | $12.8M | 3.69% | −170−0.6% | Reduced |
| Quantinno Capital Management LP | 26,569 | $12.8M | 0.73% | +1,229+4.9% | Added |
| Buckingham Strategic Wealth, LLC | 26,561 | $12.8M | 0.18% | +5,344+25.2% | Added |
| Marks Group Wealth Management, Inc | 26,360 | $12.7M | 1.51% | +449+1.7% | Added |
| Cullinan Associates Inc | 26,020 | $12.5M | 0.69% | −665−2.5% | Reduced |
| Highlander Capital Management, LLC | 25,840 | $12.4M | 5.76% | +300+1.2% | Added |
| Comerica Securities,inc. | 25,835 | $12.4M | 0.86% | −625−2.4% | Reduced |
| Quest Investment Management LLC | 25,835 | $12.4M | 1.69% | −831−3.1% | Reduced |
| Twin Capital Management Inc | 25,702 | $12.4M | 1.61% | +1,414+5.8% | Added |
| Trillium Asset Management, LLC | 25,574 | $12.3M | 0.34% | −515−2.0% | Reduced |
| Horizon Investments, LLC | 25,364 | $12.2M | 0.35% | +350+1.4% | Added |
| Capital International Sarl | 25,281 | $12.2M | 0.55% | −1,586−5.9% | Reduced |
| Heritage Trust Co | 25,244 | $12.1M | 1.78% | +885+3.6% | Added |
| Connors Investor Services Inc | 25,199 | $12.1M | 1.37% | −319−1.3% | Reduced |
| Wedbush Securities Inc | 25,159 | $12.1M | 0.58% | −3,351−11.8% | Reduced |
| Tocqueville Asset Management L.P. | 25,153 | $12.1M | 0.22% | −71−0.3% | Reduced |
| Roundview Capital LLC | 25,029 | $12.0M | 1.17% | +2,701+12.1% | Added |
| Bright Rock Capital Management, LLC | 25,000 | $12.0M | 2.80% | 00.0% | Unchanged |
| Buckingham Capital Management, Inc. | 24,916 | $12.0M | 1.78% | +470+1.9% | Added |
| BerganKDV Wealth Management, LLC | 24,809 | $11.9M | 1.19% | −276−1.1% | Reduced |
| Muhlenkamp & Co Inc | 24,730 | $11.9M | 4.21% | +24,730 | New |
| Grimes & Company, Inc. | 24,629 | $11.8M | 0.42% | +649+2.7% | Added |
| Leuthold Group, LLC | 24,356 | $11.7M | 1.52% | −888−3.5% | Reduced |
| EFG Asset Management (Americas) Corp. | 24,338 | $11.7M | 2.71% | −381−1.5% | Reduced |
| Efg Capital International Corp. | 24,338 | $11.7M | 2.71% | +24,338 | New |
| First National Bank of Omaha | 24,235 | $11.6M | 0.67% | +5,812+31.5% | Added |
| Smithbridge Asset Management Inc | 24,229 | $11.6M | 2.73% | −275−1.1% | Reduced |
| Abner Herrman & Brock LLC | 24,149 | $11.6M | 1.70% | −13,256−35.4% | Reduced |
| Ameritas Investment Partners, Inc. | 23,965 | $11.5M | 0.43% | −1,586−6.2% | Reduced |
| Motley Fool Asset Management LLC | 23,879 | $11.5M | 1.02% | +1,748+7.9% | Added |
| Meridian Wealth Management, LLC | 23,836 | $11.5M | 0.97% | −977−3.9% | Reduced |
| Greenleaf Trust | 23,823 | $11.5M | 0.12% | −712−2.9% | Reduced |
| First Citizens Bank & Trust Co | 23,794 | $11.4M | 0.21% | +4,371+22.5% | Added |
| Logan Capital Management Inc | 23,777 | $11.4M | 0.55% | −2,923−10.9% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 23,729 | $11.4M | 1.24% | +928+4.1% | Added |
| Everence Capital Management Inc | 23,240 | $11.3M | 0.92% | 00.0% | Unchanged |
| Glenview Trust Co | 23,534 | $11.3M | 0.31% | +691+3.0% | Added |
| Venturi Wealth Management, LLC | 23,489 | $11.3M | 0.91% | −365−1.5% | Reduced |
| Northern Oak Wealth Management Inc | 23,403 | $11.2M | 1.34% | −1,696−6.8% | Reduced |
| Hyperion Capital Advisors LP | 23,266 | $11.2M | 6.07% | +234+1.0% | Added |
| Live Oak Private Wealth LLC | 23,033 | $11.1M | 2.20% | +167+0.7% | Added |
| Sectoral Asset Management Inc | 22,925 | $11.0M | 1.84% | −3,150−12.1% | Reduced |
| Addenda Capital Inc. | 22,916 | $11.0M | 0.46% | −2,357−9.3% | Reduced |
| Stock Yards Bank & Trust Co | 22,886 | $11.0M | 0.40% | +731+3.3% | Added |
| Advisory Research Inc | 22,870 | $11.0M | 1.41% | +732+3.3% | Added |
| Apollon Wealth Management, LLC | 22,787 | $11.0M | 0.53% | +3,387+17.5% | Added |
| SYSTM Wealth Solutions LLC | 22,775 | $10.9M | 1.48% | +3,638+19.0% | Added |
| Stonebridge Capital Advisors LLC | 22,705 | $10.9M | 1.16% | +759+3.5% | Added |
| Kempen Capital Management N.V. | 22,650 | $10.9M | 0.20% | +139+0.6% | Added |
| Jefferies Financial Group Inc. | 22,575 | $10.9M | 0.23% | +8,827+64.2% | Added |
| Janney Capital Management LLC | 22,569 | $10.8M | 0.75% | −221−1.0% | Reduced |
| CX Institutional | 22,550 | $10.8M | 0.56% | +1,486+7.1% | Added |
| Discovery Capital Management, LLC | 22,500 | $10.8M | 1.26% | −80,950−78.3% | Reduced |
| Advisory Services Network, LLC | 22,464 | $10.8M | 0.29% | +2,079+10.2% | Added |
| Mission Wealth Management, LP | 22,310 | $10.7M | 0.41% | −361−1.6% | Reduced |
| Tower Research Capital LLC (TRC) | 22,259 | $10.7M | 0.36% | −22,303−50.0% | Reduced |
| Leavell Investment Management, Inc. | 22,216 | $10.7M | 0.73% | +470+2.2% | Added |
| TD Private Client Wealth LLC | 21,843 | $10.5M | 0.45% | −3,445−13.6% | Reduced |
| Tradewinds, LLC. | 21,696 | $10.4M | 6.14% | +296+1.4% | Added |
| Meiji Yasuda Life Insurance Co | 21,666 | $10.4M | 0.27% | −856−3.8% | Reduced |
| WoodTrust Financial Corp | 21,550 | $10.4M | 1.92% | +25+0.1% | Added |
| Cna Financial Corp | 21,500 | $10.3M | 6.21% | +21,500 | New |
| Loews Corp | 21,500 | $10.3M | 0.11% | +21,500 | New |
| Coldstream Capital Management Inc | 21,376 | $10.3M | 0.33% | −121−0.6% | Reduced |
| Scholtz & Company, LLC | 21,281 | $10.2M | 6.40% | +430+2.1% | Added |
| Hudson Valley Investment Advisors Inc | 21,233 | $10.2M | 1.38% | −418−1.9% | Reduced |
| Berger Financial Group, Inc | 21,114 | $10.1M | 1.15% | −168−0.8% | Reduced |
| Atlantic Union Bankshares Corp | 21,110 | $10.1M | 1.01% | −3,286−13.5% | Reduced |
| Covington Investment Advisors Inc. | 21,087 | $10.1M | 2.03% | +745+3.7% | Added |
| St Germain D J Co Inc | 20,989 | $10.1M | 0.53% | +20,989 | New |
| Dakota Wealth Management | 20,822 | $10.0M | 0.47% | +304+1.5% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 20,681 | $9.94M | 2.20% | +21+0.1% | Added |
| Tower Bridge Advisors | 20,573 | $9.89M | 0.91% | +4,349+26.8% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 20,563 | $9.88M | 0.48% | −1,656−7.5% | Reduced |