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 |
|---|---|---|---|---|---|
| American National Bank | 20,492 | $9.85M | 1.66% | −975−4.5% | Reduced |
| Axxcess Wealth Management, LLC | 20,486 | $9.85M | 0.71% | +1,240+6.4% | Added |
| Signaturefd, LLC | 20,384 | $9.80M | 0.25% | −662−3.1% | Reduced |
| Somerville Kurt F | 20,351 | $9.78M | 1.86% | −1,750−7.9% | Reduced |
| Caldwell Trust Co | 20,253 | $9.73M | 1.27% | −34−0.2% | Reduced |
| Trust Co of Vermont | 20,248 | $9.73M | 0.63% | +3,015+17.5% | Added |
| Greenwich Wealth Management LLC | 20,222 | $9.72M | 1.02% | −24−0.1% | Reduced |
| High Note Wealth, LLC | 20,202 | $9.71M | 3.96% | +5,402+36.5% | Added |
| Picton Mahoney Asset Management | 20,190 | $9.70M | 0.48% | −19,601−49.3% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $9.67M | 7.87% | 00.0% | Unchanged |
| Ascent Group, LLC | 19,077 | $9.65M | 1.06% | +825+4.5% | Added |
| Strong Tower Advisory Services | 20,038 | $9.63M | 4.56% | −100−0.5% | Reduced |
| Foundations Investment Advisors, LLC | 20,030 | $9.63M | 0.32% | +2,831+16.5% | Added |
| WESPAC Advisors SoCal, LLC | 20,013 | $9.62M | 3.29% | +45+0.2% | Added |
| Cary Street Partner Investment Advisory LLC | 20,007 | $9.62M | 0.62% | +263+1.3% | Added |
| Stratos Wealth Partners, LTD. | 19,955 | $9.59M | 0.22% | +4,355+27.9% | Added |
| Sonora Investment Management Group, LLC | 19,950 | $9.59M | 0.80% | +158+0.8% | Added |
| Venture Visionary Partners LLC | 19,904 | $9.57M | 0.56% | +1,464+7.9% | Added |
| Richard Bernstein Advisors LLC | 19,890 | $9.56M | 0.20% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 19,875 | $9.55M | 2.79% | −378−1.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 19,788 | $9.51M | 1.56% | +445+2.3% | Added |
| Advanced Asset Management Advisors Inc | 19,740 | $9.49M | 2.20% | 00.0% | Unchanged |
| Central Bank & Trust Co | 19,569 | $9.41M | 1.59% | −785−3.9% | Reduced |
| TCTC Holdings, LLC | 19,495 | $9.37M | 0.37% | +178+0.9% | Added |
| Two Sigma Advisers, LP | 19,400 | $9.32M | 0.02% | −12,300−38.8% | Reduced |
| Alps Advisors Inc | 19,389 | $9.32M | 0.08% | +837+4.5% | Added |
| KCM Investment Advisors LLC | 19,320 | $9.29M | 0.37% | +645+3.5% | Added |
| Equitable Holdings, Inc. | 19,292 | $9.27M | 0.13% | +5,504+39.9% | Added |
| Lincoln Capital Corp | 19,275 | $9.26M | 4.75% | −290−1.5% | Reduced |
| Motco | 19,237 | $9.25M | 0.61% | −126−0.7% | Reduced |
| Evoke Wealth, LLC | 19,211 | $9.23M | 0.32% | +1,193+6.6% | Added |
| Elk River Wealth Management, LLC | 19,147 | $9.20M | 1.97% | −254−1.3% | Reduced |
| Toth Financial Advisory Corp | 19,141 | $9.20M | 1.33% | −138−0.7% | Reduced |
| Compagnie Lombard Odier SCmA | 19,136 | $9.20M | 0.26% | +299+1.6% | Added |
| Primecap Management Co | 19,084 | $9.17M | 0.01% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 19,293 | $9.16M | 1.61% | +3,372+21.2% | Added |
| Profund Advisors LLC | 19,040 | $9.15M | 0.49% | +201+1.1% | Added |
| Texas Capital Bank Wealth Management Services Inc | 19,022 | $9.14M | 0.98% | −544−2.8% | Reduced |
| Jones Financial Companies LLLP | 19,016 | $9.14M | 0.01% | +679+3.7% | Added |
| Great Waters Wealth Management | 19,010 | $9.14M | 1.82% | +96+0.5% | Added |
| Silvercrest Asset Management Group LLC | 18,888 | $9.08M | 0.06% | +2,393+14.5% | Added |
| Kingsview Wealth Management, LLC | 18,883 | $9.08M | 0.36% | +920+5.1% | Added |
| Telemus Capital, LLC | 18,847 | $9.06M | 0.76% | +266+1.4% | Added |
| Wright Investors Service Inc | 18,823 | $9.05M | 2.55% | +307+1.7% | Added |
| Estabrook Capital Management | 18,754 | $9.01M | 1.50% | +31+0.2% | Added |
| Andra AP-fonden | 18,700 | $8.99M | 0.23% | +3,200+20.6% | Added |
| American Trust | 18,695 | $8.99M | 0.62% | −993−5.0% | Reduced |
| Phoenix Holdings Ltd. | 18,643 | $8.98M | 0.19% | +5,801+45.2% | Added |
| RiverFront Investment Group, LLC | 18,672 | $8.97M | 0.29% | +910+5.1% | Added |
| Consolidated Planning Corp | 18,644 | $8.96M | 1.89% | +607+3.4% | Added |
| Wedge Capital Management L L P | 18,570 | $8.93M | 0.14% | −261−1.4% | Reduced |
| Executive Wealth Management, LLC | 18,493 | $8.89M | 0.92% | +1,766+10.6% | Added |
| Evexia Wealth LLC | 17,342 | $8.86M | 4.26% | +322+1.9% | Added |
| Forbes J M & Co LLP | 18,244 | $8.77M | 1.09% | +100+0.6% | Added |
| Citizens National Bank Trust Department | 18,173 | $8.73M | 2.31% | +1,040+6.1% | Added |
| Te Ahumairangi Investment Management Ltd | 18,166 | $8.73M | 1.19% | +4,315+31.2% | Added |
| Ninety One SA (PTY) Ltd | 18,211 | $8.72M | 2.16% | +796+4.6% | Added |
| Woodmont Investment Counsel LLC | 18,125 | $8.71M | 0.90% | +839+4.9% | Added |
| Cyndeo Wealth Partners, LLC | 18,019 | $8.66M | 0.91% | +2,059+12.9% | Added |
| First Hawaiian Bank | 17,961 | $8.63M | 0.28% | −835−4.4% | Reduced |
| Dividend Assets Capital, LLC | 17,958 | $8.63M | 1.78% | +5,086+39.5% | Added |
| Ostrum Asset Management | 17,955 | $8.63M | 0.72% | −430−2.3% | Reduced |
| Morse Asset Management, Inc | 17,775 | $8.54M | 2.60% | +380+2.2% | Added |
| Farmers & Merchants Trust Co of Long Beach | 17,746 | $8.53M | 2.28% | +141+0.8% | Added |
| Schnieders Capital Management LLC | 17,713 | $8.51M | 1.78% | +109+0.6% | Added |
| Summit Financial, LLC | 17,666 | $8.49M | 0.62% | +11,533+188.0% | Added |
| Wealth Advisory Solutions, LLC | 17,625 | $8.47M | 2.26% | +8,325+89.5% | Added |
| Consolidated Investment Group LLC | 17,600 | $8.46M | 1.52% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 17,569 | $8.44M | 1.53% | −138−0.8% | Reduced |
| Guardian Capital Advisors LP | 18,600 | $8.40M | 0.96% | +276+1.5% | Added |
| Kesler, Norman & Wride, LLC | 17,455 | $8.39M | 2.03% | +157+0.9% | Added |
| GHP Investment Advisors, Inc. | 16,472 | $8.37M | 0.49% | +401+2.5% | Added |
| Fragasso Group Inc. | 17,364 | $8.35M | 0.89% | −1,636−8.6% | Reduced |
| Security National Bank | 17,339 | $8.33M | 2.12% | −609−3.4% | Reduced |
| Burt Wealth Advisors | 17,334 | $8.33M | 2.51% | −399−2.3% | Reduced |
| MainStreet Investment Advisors LLC | 17,325 | $8.33M | 0.90% | −519−2.9% | Reduced |
| Highland Capital Management, LLC | 17,324 | $8.33M | 0.54% | −213−1.2% | Reduced |
| Stonegate Investment Group, LLC | 17,306 | $8.32M | 0.30% | +144+0.8% | Added |
| Boston Financial Mangement LLC | 17,280 | $8.31M | 0.30% | −20.0% | Reduced |
| Moody National Bank Trust Division | 17,254 | $8.29M | 0.57% | +145+0.8% | Added |
| Ballentine Partners, LLC | 17,215 | $8.27M | 0.19% | +4,277+33.1% | Added |
| Stokes Capital Advisors, LLC | 17,150 | $8.24M | 2.78% | +619+3.7% | Added |
| Gamco Investors, Inc. Et Al | 17,092 | $8.22M | 0.09% | +705+4.3% | Added |
| Quadrature Capital Ltd | 16,986 | $8.17M | 0.18% | −167,990−90.8% | Reduced |
| Moneta Group Investment Advisors LLC | 16,946 | $8.14M | 0.18% | +2,109+14.2% | Added |
| Chronos Wealth Management, LLC | 16,890 | $8.12M | 5.62% | −155−0.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 16,887 | $8.12M | 0.12% | +763+4.7% | Added |
| Savant Capital, LLC | 16,870 | $8.11M | 0.13% | +4,745+39.1% | Added |
| Mutual Advisors, LLC | 16,841 | $8.09M | 0.31% | +1,045+6.6% | Added |
| Empowered Funds, LLC | 16,668 | $8.01M | 0.28% | +3,110+22.9% | Added |
| EA Series Trust | 16,668 | $8.01M | 0.28% | +16,668 | New |
| Goelzer Investment Management, Inc. | 16,640 | $8.00M | 0.68% | −598−3.5% | Reduced |
| Stolper Co | 16,627 | $7.99M | 3.36% | −247−1.5% | Reduced |
| Mitchell Capital Management Co | 16,610 | $7.98M | 1.83% | −475−2.8% | Reduced |
| Toroso Investments, LLC | 16,506 | $7.93M | 0.23% | +759+4.8% | Added |
| Winmill & Co. Inc | 16,475 | $7.92M | 2.83% | 00.0% | Unchanged |
| Balentine LLC | 16,466 | $7.91M | 0.26% | +3,271+24.8% | Added |
| Beverly Hills Private Wealth, LLC | 15,650 | $7.87M | 1.29% | +6,879+78.4% | Added |
| Ritholtz Wealth Management | 16,366 | $7.87M | 0.35% | +7,048+75.6% | Added |
| Cyrus J. Lawrence, LLC | 16,347 | $7.86M | 2.26% | +153+0.9% | Added |