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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; 3,394 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, Q3 2023

Institutional positions in UnitedHealth Group Inc as of Sep 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
3,145
+46 vs. Q2 2023
Shares held
808.3M
+1.74M (+0.2%) vs. Q2 2023
Total value
$407.5B
+$19.9B (+5.1%) vs. Q2 2023
New holders
177
1,479 more added
Sold out
131
1,122 more reduced

38 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2023: 3,145 institutions
Q1 2021: 2,516 institutionsQ2 2021: 2,592 institutionsQ3 2021: 2,573 institutionsQ4 2021: 2,909 institutionsQ1 2022: 2,966 institutionsQ2 2022: 2,965 institutionsQ3 2022: 2,999 institutionsQ4 2022: 3,160 institutionsQ1 2023: 3,115 institutionsQ2 2023: 3,137 institutionsQ3 2023: 3,145 institutionsQ4 2023: 3,422 institutionsQ1 2024: 3,385 institutionsQ2 2024: 3,407 institutionsQ3 2024: 3,477 institutionsQ4 2024: 3,685 institutionsQ1 2025: 3,614 institutionsQ2 2025: 3,186 institutionsQ3 2025: 3,169 institutionsQ4 2025: 3,312 institutionsQ1 2026: 3,055 institutionsQ2 2026: 3,394 institutions
Value heldQ3 2023: $407.5B
Q1 2021: $307.3BQ2 2021: $330.1BQ3 2021: $321.7BQ4 2021: $413.9BQ1 2022: $418.3BQ2 2022: $422.0BQ3 2022: $413.5BQ4 2022: $434.2BQ1 2023: $383.6BQ2 2023: $388.4BQ3 2023: $407.5BQ4 2023: $428.0BQ1 2024: $398.9BQ2 2024: $411.9BQ3 2024: $474.6BQ4 2024: $409.5BQ1 2025: $424.3BQ2 2025: $241.1BQ3 2025: $253.5BQ4 2025: $248.2BQ1 2026: $202.4BQ2 2026: $325.1B
Institutions holding UNH and their total value by quarter
QuarterHoldersValue
Q2 20263,394$325.1B
Q1 20263,055$202.4B
Q4 20253,312$248.2B
Q3 20253,169$253.5B
Q2 20253,186$241.1B
Q1 20253,614$424.3B
Q4 20243,685$409.5B
Q3 20243,477$474.6B
Q2 20243,407$411.9B
Q1 20243,385$398.9B
Q4 20233,422$428.0B
Q3 20233,145$407.5B
Q2 20233,137$388.4B
Q1 20233,115$383.6B
Q4 20223,160$434.2B
Q3 20222,999$413.5B
Q2 20222,965$422.0B
Q1 20222,966$418.3B
Q4 20212,909$413.9B
Q3 20212,573$321.7B
Q2 20212,592$330.1B
Q1 20212,516$307.3B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q2 2023.

Institutions holding UNH in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
CGC Financial Services, LLC5$2.52K0.00%00.0%Unchanged
Cedar Wealth Management, LLC6$3.02K0.00%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.6$3.02K0.00%00.0%Unchanged
Magnolia Capital Management Ltd8$4.00K0.00%00.0%Unchanged
HBC Financial Services, PLLC8$4.00K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC10$5.04K0.01%+4+66.7%Added
Knuff & Co LLC11$5.55K0.00%00.0%Unchanged
PayPay Securities Corp16$6.33K0.31%+5+45.5%Added
Longfellow Investment Management Co LLC16$8.07K0.00%00.0%Unchanged
Truvestments Capital LLC16$8.07K0.00%00.0%Unchanged
Kathleen S. Wright Associates Inc.17$8.57K0.00%00.0%Unchanged
Goodman Advisory Group, LLC18$9.07K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC18$9.07K0.00%00.0%Unchanged
Spire Wealth Management19$9.58K0.00%+19New
Foster Dykema Cabot & Co Inc20$10.0K0.00%00.0%Unchanged
Stephens Consulting, LLC20$10.1K0.00%00.0%Unchanged
Global Wealth Strategies & Associates21$10.6K0.00%00.0%Unchanged
Distillate Capital Partners LLC23$11.6K2.93%+23New
Morgan Dempsey Capital Management LLC24$12.1K0.00%00.0%Unchanged
Godsey & Gibb Associates25$12.6K0.00%00.0%Unchanged
JDM Financial Group LLC26$13.1K0.01%00.0%Unchanged
LFA - Lugano Financial Advisors SA27$13.6K0.01%+27New
Carolina Wealth Advisors, LLC30$15.1K0.01%−12−28.6%Reduced
Ranger Investment Management, L.P.30$15.1K0.00%00.0%Unchanged
Insight Financial Services33$17.0K0.03%00.0%Unchanged
Legacy Financial Group LLC34$17.1K0.00%+34New
Highline Wealth Partners LLC36$18.2K0.01%00.0%Unchanged
Country Trust Bank36$18.2K0.00%+9+33.3%Added
Authentikos Wealth Advisory, LLC36$18.2K0.02%+36New
SkyView Investment Advisors, LLC42$21.0K0.01%−2,024−98.0%Reduced
DB Wealth Management Group, LLC44$22.2K0.01%00.0%Unchanged
Macroview Investment Management LLC44$22.3K0.03%+44Added
Hibernia Wealth Partners, LLC48$24.2K0.02%+48New
Chelsea Counsel Co50$25.2K0.01%00.0%Unchanged
Robbins Farley LLC50$25.2K0.02%+50New
Pacifica Partners Inc.49$25.3K0.01%00.0%Unchanged
Rise Advisors, LLC50$25.3K0.02%−6−10.7%Reduced
Red Tortoise LLC51$25.7K0.02%00.0%Unchanged
Pflug Koory, LLC52$26.2K0.02%00.0%Unchanged
Rational Advisors LLC56$26.9K0.00%00.0%Unchanged
DecisionPoint Financial, LLC57$28.7K0.02%00.0%Unchanged
O'Brien Wealth Partners LLC57$28.7K0.01%00.0%Unchanged
Knott David M Jr57$29.0K0.01%00.0%Unchanged
Cranbrook Wealth Management, LLC60$30.3K0.01%00.0%Unchanged
Stuart Chaussee & Associates, Inc.61$30.8K0.01%00.0%Unchanged
Delos Wealth Advisors, LLC65$31.0K0.04%00.0%Unchanged
Mint Tower Capital Management B.V.65$33.0K0.01%+65New
NewSquare Capital LLC66$33.3K0.00%+51+340.0%Added
CarsonAllaria Wealth Management, Ltd.70$35.7K0.03%−9−11.4%Reduced
WFA of San Diego, LLC71$35.8K0.04%−10−12.3%Reduced
Legend Financial Advisors, Inc.73$36.8K0.03%−62−45.9%Reduced
Syntax Research, Inc.73$36.8K0.03%+73New
Evolution Advisers, Inc.75$38.0K0.03%−1,119−93.7%Reduced
Clear Investment Research, LLC76$38.7K0.07%−11−12.6%Reduced
Investors Research Corp78$39.3K0.01%+7+9.9%Added
Annapolis Financial Services, LLC79$39.8K0.01%+22+38.6%Added
Kelly Financial Services LLC80$40.6K0.02%+26+48.1%Added
Pension & Wealth Management Advisors, Inc.81$40.8K0.03%00.0%Unchanged
Bromfield Sneider Wealth Advisors83$41.8K0.03%−22−21.0%Reduced
Cedar Mountain Advisors, LLC83$41.8K0.01%00.0%Unchanged
RVW Wealth, LLC87$43.9K0.01%+87New
Tucker Asset Management LLC91$45.9K0.01%−210−69.8%Reduced
PFG Private Wealth Management, LLC91$45.9K0.03%00.0%Unchanged
Providence Capital Advisors, LLC92$46.4K0.01%+91+9,100.0%Added
Grayhawk Investment Strategies Inc.94$47.4K0.03%00.0%Unchanged
Beaird Harris Wealth Management, LLC100$50.4K0.01%00.0%Unchanged
Horizons Wealth Management100$50.6K0.04%00.0%Unchanged
Solstein Capital, LLC104$52.4K0.05%00.0%Unchanged
Lowe Wealth Advisors, LLC112$56.6K0.03%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.117$59.0K0.01%00.0%Unchanged
Ogorek Anthony Joseph121$61.0K0.02%00.0%Unchanged
Level Financial Advisors, Inc.121$61.1K0.03%00.0%Unchanged
Ruedi Wealth Management, Inc.121$61.1K0.04%00.0%Unchanged
Bellevue Asset Management, LLC122$61.5K0.04%00.0%Unchanged
Tanglewood Legacy Advisors, LLC122$61.5K0.04%00.0%Unchanged
DHJJ Financial Advisors, Ltd.125$62.9K0.03%+125New
West Oak Capital, LLC125$63.0K0.03%00.0%Unchanged
Chesapeake Asset Management LLC127$64.5K0.06%00.0%Unchanged
Guardian Wealth Management, Inc.128$64.7K0.06%00.0%Unchanged
Johnson Midwest Financial, LLC130$65.4K0.15%00.0%Unchanged
Nalls Sherbakoff Group, LLC130$65.5K0.06%00.0%Unchanged
Norwood Financial Corp132$66.5K0.11%+13+10.9%Added
FWL Investment Management, LLC138$69.6K0.05%+138New
Northwest Capital Management Inc145$73.1K0.03%00.0%Unchanged
Retirement Group, LLC146$73.6K0.03%00.0%Unchanged
Glass Jacobson Investment Advisors llc146$73.6K0.03%+48+49.0%Added
Roble, Belko & Company, Inc146$74.0K0.02%00.0%Unchanged
Spartan Planning & Wealth Management149$75.1K0.09%+149New
Global Wealth Management Investment Advisory, Inc.153$77.1K0.02%00.0%Unchanged
Bay Harbor Wealth Management, LLC156$78.7K0.03%+3+2.0%Added
IAG Wealth Partners, LLC156$78.7K0.02%00.0%Unchanged
Gleason Group, Inc.157$79.1K0.02%+1+0.6%Added
Creative Capital Management Investments LLC160$80.7K0.06%+72+81.8%Added
Coston, McIsaac & Partners169$85.0K0.03%+6+3.7%Added
ZRC Wealth Management, LLC169$85.2K0.07%00.0%Unchanged
Front Row Advisors LLC171$86.2K0.04%−4−2.3%Reduced
CKW Financial Group175$88.0K0.01%00.0%Unchanged
Carmichael Hill & Associates, Inc.186$93.9K0.05%00.0%Unchanged
WFA Asset Management Corp188$94.7K0.06%+5+2.7%Added
Oliver Lagore Vanvalin Investment Group190$95.8K0.04%+6+3.3%Added