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, 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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| AllSquare Wealth Management LLC | 1,352 | $681.7K | 0.44% | −15−1.1% | Reduced |
| Bouchey Financial Group Ltd | 1,352 | $681.7K | 0.08% | +344+34.1% | Added |
| Clifford Group, LLC | 1,361 | $686.2K | 0.74% | −116−7.9% | Reduced |
| Stonebridge Financial Planning Group, LLC | 1,368 | $689.7K | 0.44% | −38−2.7% | Reduced |
| Formidable Asset Management, LLC | 1,376 | $693.9K | 0.15% | −69−4.8% | Reduced |
| Aire Advisors, LLC | 1,376 | $694.3K | 0.19% | +92+7.2% | Added |
| ORG Partners LLC | 1,391 | $702.3K | 0.21% | −578−29.4% | Reduced |
| Congress Park Capital LLC | 1,400 | $705.9K | 0.41% | −30−2.1% | Reduced |
| RiverGlades Family Offices LLC | 1,400 | $705.9K | 0.62% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 1,401 | $706.4K | 0.17% | +8+0.6% | Added |
| Onyx Bridge Wealth Group LLC | 1,401 | $706.5K | 0.17% | +422+43.1% | Added |
| SFMG, LLC | 1,403 | $707.5K | 0.07% | −6−0.4% | Reduced |
| First Western Trust Bank | 1,405 | $708.4K | 0.04% | −305−17.8% | Reduced |
| Baxter Bros Inc | 1,407 | $709.4K | 0.11% | +43+3.2% | Added |
| Kanawha Capital Management LLC | 1,411 | $711.6K | 0.07% | +20+1.4% | Added |
| Chicago Capital, LLC | 1,412 | $711.9K | 0.03% | −126−8.2% | Reduced |
| Knights of Columbus Asset Advisors LLC | 1,414 | $712.9K | 0.07% | −443−23.9% | Reduced |
| Carson Advisory Inc. | 1,416 | $714.0K | 0.63% | +7+0.5% | Added |
| First Affirmative Financial Network | 1,417 | $714.3K | 0.70% | −10−0.7% | Reduced |
| Investors Asset Management of Georgia Inc | 1,411 | $715.6K | 0.40% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 1,420 | $716.1K | 0.23% | +833+141.9% | Added |
| Truepoint, Inc. | 1,423 | $717.6K | 0.02% | +1,423 | New |
| DCM Advisors, LLC | 1,430 | $720.8K | 0.33% | −363−20.2% | Reduced |
| Claris Advisors, LLC | 1,431 | $721.5K | 0.46% | +2+0.1% | Added |
| Insight Advisors, LLC | 1,431 | $721.6K | 0.17% | −75−5.0% | Reduced |
| Salomon & Ludwin, LLC | 1,434 | $723.0K | 0.08% | 00.0% | Unchanged |
| ODonnell Financial Services, LLC | 1,436 | $724.0K | 0.40% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 1,445 | $728.6K | 0.47% | +31+2.2% | Added |
| Copperleaf Capital, LLC | 1,448 | $730.0K | 0.79% | −202−12.2% | Reduced |
| Angeles Wealth Management, LLC | 1,448 | $730.1K | 0.10% | −341−19.1% | Reduced |
| Birinyi Associates Inc | 1,450 | $731.0K | 0.29% | −250−14.7% | Reduced |
| Johnson & White Wealth Management, LLC | 1,456 | $734.0K | 0.66% | +11+0.8% | Added |
| WMS Partners, LLC | 1,456 | $734.1K | 0.06% | −167−10.3% | Reduced |
| Okabena Investment Services Inc | 1,458 | $735.1K | 0.57% | −195−11.8% | Reduced |
| Sunflower Bank, N.A. | 1,458 | $735.1K | 0.18% | −46−3.1% | Reduced |
| Summit Place Financial Advisors, LLC | 1,462 | $737.1K | 0.52% | 00.0% | Unchanged |
| Iams Wealth Management, LLC | 1,467 | $739.6K | 0.51% | +1,467 | New |
| Ethos Financial Group, LLC | 1,474 | $743.2K | 0.19% | +418+39.6% | Added |
| SRN Advisors, LLC | 1,476 | $744.2K | 0.74% | +28+1.9% | Added |
| World Equity Group, Inc. | 1,475 | $745.4K | 0.16% | +148+11.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,479 | $745.7K | 0.00% | +100+7.3% | Added |
| Avory & Company, LLC | 1,481 | $746.7K | 0.63% | 00.0% | Unchanged |
| Source Financial Advisors LLC | 1,486 | $749.2K | 0.25% | +47+3.3% | Added |
| New Republic Capital, LLC | 1,486 | $749.2K | 0.61% | +3+0.2% | Added |
| Seven Mile Advisory | 1,487 | $749.7K | 0.79% | +206+16.1% | Added |
| EdgeRock Capital LLC | 1,488 | $750.3K | 0.46% | +236+18.8% | Added |
| Bowman & Co S.C. | 1,484 | $750.5K | 0.60% | −453−23.4% | Reduced |
| Revisor Wealth Management LLC | 1,491 | $751.7K | 0.64% | +556+59.5% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 1,491 | $751.7K | 0.97% | −138−8.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 1,491 | $751.7K | 0.08% | −22−1.5% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,494 | $753.4K | 0.36% | +3+0.2% | Added |
| Toews Corp | 1,500 | $756.3K | 0.46% | +1,500 | New |
| Ssi Investment Management LLC | 1,502 | $757.3K | 0.06% | −15−1.0% | Reduced |
| Bordeaux Wealth Advisors LLC | 1,502 | $757.3K | 0.31% | +245+19.5% | Added |
| Walker Asset Management, LLC | 1,506 | $759.1K | 0.68% | +6+0.4% | Added |
| Vigilare Wealth Management | 1,514 | $763.4K | 0.49% | −195−11.4% | Reduced |
| Proffitt & Goodson Inc | 1,518 | $765.4K | 0.16% | +1,518 | New |
| Ted Buchan & Co | 1,521 | $766.9K | 0.62% | +279+22.5% | Added |
| Wealth Management Associates, Inc. | 1,526 | $769.4K | 0.45% | −592−28.0% | Reduced |
| Columbus Macro, LLC | 1,529 | $770.7K | 0.32% | −24−1.5% | Reduced |
| TCM Advisors, LLC | – | $772.9K | 0.69% | – | – |
| Ballast Advisors LLC | 1,535 | $773.9K | 0.31% | +64+4.4% | Added |
| Investment Management Corp of Ontario | 1,538 | $775.4K | 0.03% | +1,538 | New |
| Lewis Capital Management, LLC | 1,540 | $776.5K | 1.21% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 1,540 | $776.8K | 0.43% | +8+0.5% | Added |
| Aspire Private Capital, LLC | 1,544 | $778.9K | 0.25% | +33+2.2% | Added |
| LWMG, LLC | 1,546 | $779.2K | 0.21% | −2−0.1% | Reduced |
| Collective Family Office LLC | 1,546 | $779.5K | 0.30% | −14−0.9% | Reduced |
| Fiduciary Planning LLC | 1,547 | $780.0K | 0.37% | −659−29.9% | Reduced |
| Centiva Capital, LP | 1,552 | $782.5K | 0.04% | −1,381−47.1% | Reduced |
| Eudaimonia Advisors LLC | 1,558 | $785.5K | 0.55% | +37+2.4% | Added |
| Oldfather Financial Services, LLC | 1,559 | $786.0K | 0.40% | +2+0.1% | Added |
| JJJ Advisors Inc. | 1,565 | $789.1K | 0.21% | +481+44.4% | Added |
| Delta Financial Group, Inc. | 1,569 | $791.0K | 0.27% | +66+4.4% | Added |
| Verum Partners LLC | 1,569 | $791.0K | 0.35% | +63+4.2% | Added |
| Chapin Davis, Inc. | 1,569 | $791.4K | 0.38% | −188−10.7% | Reduced |
| Donoghue Forlines LLC | 1,571 | $792.1K | 0.28% | +783+99.4% | Added |
| Guidance Capital, Inc | 1,557 | $793.1K | 0.36% | +95+6.5% | Added |
| Sather Financial Group Inc | 1,576 | $794.6K | 0.07% | +36+2.3% | Added |
| W.H. Cornerstone Investments Inc. | 1,576 | $795.0K | 0.70% | +136+9.4% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,580 | $796.6K | 0.00% | −473−23.0% | Reduced |
| Fiducient Advisors LLC | 1,580 | $796.6K | 0.04% | +1,580 | New |
| Consolidated Portfolio Review Corp | 1,581 | $796.9K | 0.19% | +44+2.9% | Added |
| AlphaStar Capital Management, LLC | 1,582 | $797.7K | 0.10% | −3,043−65.8% | Reduced |
| Arcus Capital Partners, LLC | 1,584 | $798.4K | 0.25% | +70+4.6% | Added |
| Navellier & Associates Inc | 1,585 | $798.9K | 0.14% | +192+13.8% | Added |
| Trustmark National Bank Trust Department | 1,585 | $799.1K | 0.08% | −75−4.5% | Reduced |
| Resonant Capital Advisors, LLC | 1,586 | $799.6K | 0.09% | −232−12.8% | Reduced |
| Jacobsen Capital Management | 1,586 | $799.6K | 0.43% | +70+4.6% | Added |
| Detalus Advisors, LLC | 1,593 | $803.2K | 0.38% | −150−8.6% | Reduced |
| Fort Point Capital Partners LLC | 1,594 | $803.7K | 0.13% | −20−1.2% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 1,587 | $804.0K | 0.02% | −1,380−46.5% | Reduced |
| Waddell & Associates, LLC | 1,596 | $804.9K | 0.12% | 00.0% | Unchanged |
| City State Bank | 1,599 | $806.0K | 0.44% | −1,098−40.7% | Reduced |
| Tandem Investment Advisors, Inc. | 1,600 | $806.7K | 0.03% | −235−12.8% | Reduced |
| Cape Investment Advisory, Inc. | 1,614 | $813.6K | 0.46% | +3+0.2% | Added |
| Argus Investors' Counsel, Inc. | 1,615 | $814.4K | 0.59% | −44−2.7% | Reduced |
| Roman Butler Fullerton & Co | 1,512 | $815.8K | 0.39% | +392+35.0% | Added |
| West Paces Advisors Inc. | 1,619 | $816.3K | 0.26% | −192−10.6% | Reduced |
| Thrive Wealth Management, LLC | 1,620 | $817.0K | 0.22% | −29−1.8% | Reduced |