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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.

Q3 2023 vs. Q2 2023

How the institutions holding UnitedHealth Group Inc changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of UNH: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders3,136383,144+46
Shares808.2M1.59M808.3M+1.74M (+0.2%)
Value$388.4B$764.0M$407.5B+$19.9B (+5.1%)

38 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (177)

Institutions that held UnitedHealth Group Inc at the end of Q3 2023 but not at the end of Q2 2023.

Showing the largest 100 of 177 by value.

Institutions new to UNH in Q3 2023
InstitutionSharesValue% of portfolio
Pictet Asset Management Holding SA957,286$482.7M0.60%
Comerica Bank295,633$149.1M0.78%
Holocene Advisors, LP247,128$124.6M0.56%
QRG Capital Management, Inc.179,418$90.5M1.57%
Vulcan Value Partners, LLC123,681$62.4M0.95%
Tiaa Trust, National Association123,494$62.3M0.22%
Avidity Partners Management LP112,200$56.6M2.28%
Vident Advisory, LLC101,588$51.2M1.59%
Wafra Inc.88,929$44.8M1.50%
Envestnet Portfolio Solutions, Inc.82,004$41.3M0.20%
Woodline Partners LP54,209$27.3M0.32%
Park West Asset Management LLC51,100$25.8M2.37%
Payden & Rygel Investment Group24,780$12.5M0.98%
Chiron Investment Management, LLC23,874$12.0M5.09%
Litman Gregory Asset Management LLC23,166$11.7M1.21%
Key Bridge Compliance, LLC16,923$8.53M2.67%
Walleye Capital LLC15,309$7.72M0.11%
NEOS Investment Management LLC13,726$6.92M0.88%
NBC Securities, Inc.12,067$6.08M0.67%
Mizuho Markets Americas LLC11,163$5.63M0.21%
Weiss Multi-Strategy Advisers LLC10,451$5.27M0.13%
Syon Capital LLC9,878$4.98M0.62%
Ibex Wealth Advisors9,274$4.68M1.19%
Cinctive Capital Management LP7,247$3.65M0.20%
Shayne & Co., LLC6,947$3.50M1.17%
Gunn & Co Investment Management, Inc.6,796$3.43M3.01%
Pathway Financial Advisers, LLC6,680$3.37M1.39%
Capstone Investment Advisors, LLC6,398$3.23M0.09%
Lloyd Advisory Services, LLC.6,383$3.22M1.06%
Norden Group LLC6,383$3.22M1.06%
Granite Bay Wealth Management, LLC6,300$3.10M0.03%
Gates Foundation TrustSuperinvestorGates Foundation Trust5,665$2.86M0.01%
Markel Group Inc.SuperinvestorMarkel Group5,000$2.52M0.03%
Lighthouse Investment Partners, LLC4,816$2.43M0.14%
Team Hewins, LLC4,788$2.41M0.55%
Alternative Investment Advisors, LLC.4,509$2.27M1.59%
Certified Advisory Corp43,600$2.15M0.40%
IFG Advisory, LLC4,192$2.11M0.18%
Concentric Capital Strategies, LP3,735$1.88M0.21%
Legacy Capital Wealth Partners, LLC3,726$1.88M0.52%
KPP Advisory Services LLC3,398$1.71M0.57%
Ramirez Asset Management, Inc.3,240$1.63M0.35%
Iyo Bank, Ltd.3,150$1.59M0.86%
Pacific Capital Partners Ltd3,080$1.55M0.94%
MWA Asset Management3,067$1.55M1.49%
Vanderbilt University3,015$1.52M0.39%
Householder Group Estate & Retirement Specialist, LLC2,976$1.50M0.54%
Prosperitas Financial LLC2,926$1.48M1.15%
Altman Advisors, Inc.2,857$1.44M0.90%
White Lighthouse Investment Management Inc.2,650$1.34M0.32%
Financial Advisors Network, Inc.2,585$1.30M0.29%
Community Financial Services Group, LLC2,416$1.22M0.31%
Rogco, LP2,343$1.18M0.58%
Semmax Financial Advisors Inc.2,078$1.13M0.45%
Dark Forest Capital Management LP2,172$1.10M0.09%
Three Seasons Wealth, LLC2,129$1.07M1.06%
Retirement Guys Formula LLC1,884$949.9K0.66%
Capital Advisory Group Advisory Services, LLC1,792$903.5K0.51%
Cipher Capital LP1,788$901.5K0.64%
Magnolia Capital Advisors LLC1,681$890.8K0.85%
Financial Security Advisor, Inc.1,716$865.7K0.40%
Fiducient Advisors LLC1,580$796.6K0.04%
Investment Management Corp of Ontario1,538$775.4K0.03%
Proffitt & Goodson Inc1,518$765.4K0.16%
Toews Corp1,500$756.3K0.46%
Iams Wealth Management, LLC1,467$739.6K0.51%
Truepoint, Inc.1,423$717.6K0.02%
Driehaus Capital Management LLC1,311$661.0K0.01%
Prairiewood Capital, LLC1,256$633.3K0.41%
Blueprint Investment Partners LLC1,226$618.2K0.20%
HighVista Strategies LLC1,200$605.0K0.28%
Navalign, LLC1,199$604.5K0.23%
GTS Securities LLC1,161$585.4K0.01%
Moody Aldrich Partners LLC1,138$581.2K0.11%
First Command Advisory Services, Inc.1,126$567.7K0.01%
Relative Value Partners Group, LLC1,076$542.6K0.04%
Vahanian & Associates Financial Planning Inc.1,071$540.0K1.73%
Ionic Capital Management LLC1,051$529.9K0.21%
Bedel Financial Consulting Inc1,000$504.2K0.10%
Kure Advisory, LLC947$477.5K0.27%
Annis Gardner Whiting Capital Advisors, LLC917$462.4K0.25%
BluePath Capital Management, LLC913$460.3K0.42%
Old Port Advisors888$447.9K0.16%
Wellspring Financial Advisors, LLC883$445.3K0.13%
Trust Co of Oklahoma874$440.7K0.18%
Corrado Advisors, LLC871$439.1K0.30%
Jacobs Levy Equity Management, Inc862$434.6K0.00%
Rodgers Brothers Inc.822$414.4K0.07%
Milestone Investment Advisors LLC811$408.9K0.12%
Southern Capital Advisors, LLC768$387.2K0.32%
White Knight Strategic Wealth Advisors, LLC750$378.1K0.50%
One Day In July LLC750$378.1K0.07%
Monticello Wealth Management, LLC712$359.0K0.04%
Jamison Private Wealth Management, Inc.710$358.0K0.07%
QCM Cayman, Ltd.699$352.4K2.29%
TrueWealth Advisors, LLC678$341.7K0.14%
GSG Advisors LLC674$340.0K0.17%
Landaas & Co659$332.0K0.14%
Independent Family Office, LLC636$320.7K0.20%
Lakeshore Financial Planning, Inc.621$313.3K0.18%

Sold out (131)

Institutions that held UnitedHealth Group Inc at the end of Q2 2023 and filed for Q3 2023 without it.

Showing the largest 100 of 131 by value.

Institutions that sold out of UNH in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
D1 Capital Partners L.P.SuperinvestorD1 Capital Partners502,200$241.4M
Janney Montgomery Scott LLC376,742$181.1M
Voloridge Investment Management, LLC261,546$125.7M
Kensico Capital Management Corp174,800$84.0M
Crake Asset Management LLP158,800$76.3M
Ardevora Asset Management LLP147,512$70.9M
Employees Retirement System of Texas110,645$53.2M
Vident Investment Advisory, LLC59,867$28.8M
Alyeska Investment Group, L.P.50,000$24.0M
Employees Provident Fund Board47,921$23.0M
Longbow Finance SA44,141$21.2M
Brookfield Asset Management Inc.36,538$17.6M
Twin Tree Management, LP34,627$16.6M
Clear Street LLC30,000$14.4M
Vinva Investment Management Ltd27,989$13.3M
Veritable, L.P.27,455$13.2M
Everence Capital Management Inc23,240$11.3M
Janney Capital Management LLC22,569$10.8M
Discovery Capital Management, LLC22,500$10.8M
Cna Financial Corp21,500$10.3M
Loews Corp21,500$10.3M
Quadrature Capital Ltd16,986$8.17M
Fulcrum Capital LLC15,938$7.66M
Trexquant Investment LP15,502$7.45M
Prosight Management, LP15,000$7.21M
Sander Capital Advisors Inc13,894$6.68M
Houlihan Financial Resource Group, Ltd.12,219$5.97M
Clio Asset Management LLC12,038$5.79M
Maxi Investments CY Ltd10,000$4.81M
Enterprise Bank & Trust Co9,534$4.58M
Aquatic Capital Management LLC9,500$4.57M
Bellwether Advisors, LLC8,875$4.27M
Nomura Holdings Inc7,744$3.72M
Seven Eight Capital, LP6,248$3.00M
Y-Intercept (Hong Kong) Ltd6,031$2.90M
Neo Ivy Capital Management5,727$2.75M
Harvest Volatility Management LLC5,672$2.73M
Ergoteles LLC5,497$2.64M
Algert Global LLC5,435$2.61M
Waratah Capital Advisors Ltd.5,122$2.46M
Stevens Capital Management LP4,140$1.99M
Arete Wealth Advisors, LLC4,055$1.95M
Horan Securities, Inc.3,568$1.72M
Jump Financial, LLC3,382$1.63M
CenterStar Asset Management, LLC3,306$1.59M
Shaker Investments LLC3,268$1.57M
Caas Capital Management LP3,220$1.55M
NEIRG Wealth Management, LLC3,097$1.49M
Drive Wealth Management, LLC2,813$1.35M
Triasima Portfolio Management inc.2,060$1.31M
GraniteShares Advisors LLC2,682$1.29M
Machina Capital S.A.S.2,529$1.22M
Harbert Fund Advisors, Inc.2,500$1.20M
Maven Securities LTD2,139$1.03M
Symmetry Investments LP2,000$961.3K
Capula Management Ltd1,866$896.9K
First Pacific Advisors, LP1,810$870.0K
Phocas Financial Corp.1,805$867.6K
Stelac Advisory Services LLC1,792$861.3K
Legacy Capital Group California, Inc.1,767$849.3K
ICICI Prudential Asset Management Co Ltd1,735$833.9K
Virtus ETF Advisers LLC1,585$761.8K
PointState Capital LP1,559$749.3K
RAM Investment Partners, LLC1,543$741.5K
Clear Street Markets LLC1,504$723.0K
V Wealth Advisors LLC1,429$686.7K
Industrial Alliance Investment Management Inc.1,404$675.0K
Caxton Associates LP1,387$666.6K
Engineers Gate Manager LP1,386$666.2K
Gladius Capital Management LP1,320$634.4K
Seven Springs Wealth Group, LLC1,261$606.1K
Harbor Capital Advisors, Inc.1,207$580.1K
Crewe Advisors LLC1,123$539.8K
Quantamental Technologies LLC1,122$539.3K
Dimension Capital Management LLC1,086$522.0K
Single Point Partners, LLC1,016$488.0K
Stonebridge Capital Management Inc1,000$481.0K
M Holdings Securities, Inc.1,000$481.0K
Quinn Opportunity Partners LLC1,000$480.6K
First Dallas Securities Inc.950$457.0K
Matisse Capital930$447.0K
Grant Street Asset Management, Inc.930$446.9K
Quantbot Technologies LP904$434.5K
EHP Funds Inc.900$432.6K
Abundance Wealth Counselors881$423.0K
Delphia (USA) Inc.820$394.1K
3Chopt Investment Partners, LLC819$393.6K
Lazari Capital Management, Inc.802$385.5K
Beck Bode, LLC761$365.8K
LVZ Advisors, Inc.761$365.6K
Abacus Wealth Partners, LLC756$363.4K
Ninety One North America, Inc.691$332.1K
Kennedy Investment Group639$307.3K
Green Alpha Advisors, LLC630$302.8K
Strategic Wealth Designers629$302.4K
Windward Capital Management Co622$299.0K
Prelude Capital Management, LLC608$292.2K
FORA Capital, LLC597$286.9K
Qsemble Capital Management, LP575$276.4K
Hongkou Capital LP575$276.4K

Not filed for Q3 2023 yet (38)

Institutions that held UnitedHealth Group Inc at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UNH in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Pictet Asset Management SA988,565$475.1M
Tekla Capital Management LLC206,961$99.5M
Tiaa, FSB117,017$56.2M
Vigilant Capital Management, LLC87,318$42.0M
PFS Investments Inc.60,118$28.9M
BerganKDV Wealth Management, LLC24,809$11.9M
Efg Capital International Corp.24,338$11.7M
EA Series Trust16,668$8.01M
Kames Capital plc11,720$5.63M
Campbell Capital Management Inc6,070$2.92M
BDO Wealth Advisors, LLC4,822$2.32M
Sabadell Asset Management, S.A S.G.I.I.C4,162$1.99M
US Asset Management LLC4,109$1.98M
Kistler-Tiffany Companies, LLC3,422$1.64M
Thomas White International Ltd3,281$1.58M
Signature Wealth Management Group2,855$1.37M
Endurance Wealth Management, Inc.2,685$1.29M
Heron Financial Group, LLC2,682$1.29M
First Capital Advisors Group, LLC.2,024$972.8K
44 Wealth Management LLC1,560$749.8K
First National Bank of South Miami1,470$706.5K
Wealth Enhancement & Preservation of GA, LLC1,423$684.0K
Intercontinental Wealth Advisors, LLC1,270$610.4K
Lumature Wealth Partners, LLC1,238$595.3K
BMS Financial Advisors, LLC1,232$592.1K
First Command Bank1,047$503.2K
First Command Financial Services, Inc.1,047$503.2K
Financial Architects, Inc1,042$500.8K
AtlasMark Financial, Inc1,000$480.6K
BFT Financial Group, LLC747$358.6K
Ten Capital Wealth Advisors, LLC716$344.0K
Lansing Street Advisors639$307.2K
Sentinus, LLC517$248.7K
Cowen Prime Advisors LLC517$248.5K
Aj Wealth Strategies, LLC449$215.8K
Northwest Bank & Trust Co24$11.5K
Coastal Capital Group, Inc.13$6.25K
McMillion Capital Management Inc8$3.85K