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 |
|---|---|---|---|---|---|
| Marotta Asset Management | 1,624 | $818.8K | 0.19% | −10−0.6% | Reduced |
| First National Bank Sioux Falls | 1,625 | $819.3K | 0.49% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,627 | $820.2K | 0.39% | −15−0.9% | Reduced |
| E Fund Management Co., Ltd. | 1,630 | $822.0K | 0.06% | −115−6.6% | Reduced |
| Heron Bay Capital Management | 1,637 | $825.4K | 0.22% | −88−5.1% | Reduced |
| Sunburst Financial Group, LLC | 1,649 | $831.4K | 0.29% | +59+3.7% | Added |
| GW Henssler & Associates Ltd | 1,651 | $832.4K | 0.06% | −194−10.5% | Reduced |
| Interchange Capital Partners, LLC | 1,657 | $834.9K | 0.66% | +176+11.9% | Added |
| Atlas Brown,Inc. | 1,657 | $835.4K | 0.38% | −82−4.7% | Reduced |
| Good Life Advisors, LLC | 1,658 | $836.3K | 0.10% | +213+14.7% | Added |
| Oxinas Partners Wealth Management LLC | 1,659 | $836.4K | 0.62% | +1+0.1% | Added |
| Capital Advisors, Ltd. LLC | 1,660 | $837.0K | 0.13% | +316+23.5% | Added |
| Zimmermann Investment Management & Planning LLC | 1,661 | $837.2K | 0.40% | +84+5.3% | Added |
| Wexford Capital LP | 1,672 | $843.0K | 0.19% | −4,345−72.2% | Reduced |
| KG&L Capital Management,LLC | 1,673 | $843.5K | 0.41% | +18+1.1% | Added |
| Private Portfolio Partners LLC | 1,674 | $844.0K | 0.22% | +28+1.7% | Added |
| 1st Source Bank | 1,677 | $845.5K | 0.06% | +80+5.0% | Added |
| Mill Creek Capital Advisors, LLC | 1,678 | $846.0K | 0.03% | −525−23.8% | Reduced |
| Tompkins Financial Corp | 1,678 | $846.0K | 0.13% | +252+17.7% | Added |
| Quantum Financial Advisors, LLC | 1,688 | $851.3K | 0.25% | +159+10.4% | Added |
| Sonoma Private Wealth LLC | 1,689 | $851.6K | 1.55% | −88−5.0% | Reduced |
| Steward Financial Group LLC | 1,695 | $854.0K | 0.27% | +23+1.4% | Added |
| Texas Capital Bancshares Inc | 1,695 | $854.6K | 0.47% | +19+1.1% | Added |
| Camden National Bank | 1,698 | $856.1K | 0.18% | −63−3.6% | Reduced |
| Ausdal Financial Partners, Inc. | 1,699 | $856.6K | 0.12% | −184−9.8% | Reduced |
| Western Financial Corp | 1,705 | $859.7K | 0.63% | −136−7.4% | Reduced |
| MV Capital Management, Inc. | 1,707 | $860.7K | 0.11% | +24+1.4% | Added |
| Castle Wealth Management LLC | 1,710 | $862.2K | 0.61% | +281+19.7% | Added |
| Buffington Mohr McNeal | 1,713 | $863.8K | 0.20% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 1,715 | $864.5K | 0.27% | −27−1.5% | Reduced |
| Financial Security Advisor, Inc. | 1,716 | $865.7K | 0.40% | +1,716 | New |
| Teamwork Financial Advisors, LLC | 1,717 | $865.8K | 0.14% | +58+3.5% | Added |
| Summit Wealth Group, LLC | 1,718 | $866.0K | 0.77% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 1,722 | $868.0K | 0.36% | +57+3.4% | Added |
| Amarillo National Bank | 1,723 | $868.7K | 0.18% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,727 | $870.6K | 0.40% | +692+66.9% | Added |
| Avidian Wealth Solutions, LLC | 1,730 | $872.0K | 0.06% | +25+1.5% | Added |
| Founders Capital Management, LLC | 1,731 | $872.8K | 0.20% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 1,733 | $873.4K | 0.17% | +1,003+137.4% | Added |
| Graves-Light Private Wealth Management, Inc. | 1,677 | $880.1K | 0.12% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 1,748 | $881.1K | 0.12% | −6−0.3% | Reduced |
| Jeppson Wealth Management, LLC | 1,748 | $881.4K | 0.40% | +25+1.5% | Added |
| Pointe Capital Management LLC | 1,756 | $885.4K | 0.70% | +6+0.3% | Added |
| TCI Wealth Advisors, Inc. | 1,756 | $885.4K | 0.11% | +64+3.8% | Added |
| Kellett Schaffner Wealth Advisors LLC | 1,760 | $887.4K | 0.76% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,762 | $888.4K | 0.64% | −99−5.3% | Reduced |
| Linden Thomas Advisory Services, LLC | 1,763 | $888.9K | 0.20% | −163−8.5% | Reduced |
| Stephenson National Bank & Trust | 1,763 | $888.9K | 0.50% | +103+6.2% | Added |
| JSF Financial, LLC | 1,766 | $890.3K | 0.34% | −147−7.7% | Reduced |
| Magnolia Capital Advisors LLC | 1,681 | $890.8K | 0.85% | +1,681 | New |
| Gould Asset Management LLC | 1,768 | $891.4K | 0.25% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 1,768 | $891.4K | 0.23% | 00.0% | Unchanged |
| LVW Advisors, LLC | 1,769 | $892.0K | 0.19% | +278+18.6% | Added |
| Jupiter Wealth Management LLC | 1,654 | $895.2K | 0.58% | +600+56.9% | Added |
| CFS Investment Advisory Services, LLC | 1,781 | $898.0K | 0.14% | +293+19.7% | Added |
| Triad Financial Advisors, Inc. | 1,786 | $900.6K | 0.32% | +136+8.2% | Added |
| FRG Family Wealth Advisors LLC | 1,787 | $901.0K | 0.20% | −203−10.2% | Reduced |
| Cipher Capital LP | 1,788 | $901.5K | 0.64% | +1,788 | New |
| Profit Investment Management, LLC | 1,790 | $902.5K | 0.64% | −79−4.2% | Reduced |
| Rench Wealth Management, Inc. | 1,790 | $902.7K | 0.41% | +998+126.0% | Added |
| Capital Advisory Group Advisory Services, LLC | 1,792 | $903.5K | 0.51% | +1,792 | New |
| First Pacific Financial | 1,798 | $906.6K | 0.40% | −9−0.5% | Reduced |
| Wealthstream Advisors, Inc. | 1,802 | $908.8K | 0.47% | +473+35.6% | Added |
| Leonteq Securities AG | 1,803 | $909.1K | 0.10% | −4,078−69.3% | Reduced |
| Capital Advisors Wealth Management, LLC | 1,803 | $909.3K | 0.24% | +30+1.7% | Added |
| Mosaic Family Wealth Partners, LLC | 1,809 | $912.0K | 0.18% | 00.0% | Unchanged |
| Resolute Wealth Strategies, LLC | 1,809 | $912.1K | 0.68% | +1+0.1% | Added |
| Y.D. More Investments Ltd | 1,812 | $913.5K | 0.19% | −9−0.5% | Reduced |
| Northwest Bancshares, Inc. | 1,818 | $916.6K | 0.18% | −15−0.8% | Reduced |
| Paladin Advisory Group, LLC | 1,821 | $918.1K | 0.77% | 00.0% | Unchanged |
| Asset Management Group, Inc. | 1,821 | $918.3K | 0.20% | +25+1.4% | Added |
| Avalon Trust Co | 1,824 | $919.6K | 0.09% | −64−3.4% | Reduced |
| Franklin Street Advisors Inc | 1,824 | $920.0K | 0.08% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 1,826 | $920.7K | 0.62% | +52+2.9% | Added |
| White Pine Capital LLC | 1,827 | $921.2K | 0.37% | +37+2.1% | Added |
| Oak Harbor Wealth Partners, LLC | 1,840 | $927.8K | 0.33% | +60+3.4% | Added |
| SMART Wealth LLC | 1,841 | $928.1K | 0.70% | +10+0.5% | Added |
| Aspen Wealth Strategies, LLC | 1,842 | $928.6K | 0.72% | +12+0.7% | Added |
| Heritage Wealth Partners, LLC | 1,850 | $932.6K | 1.99% | +260+16.4% | Added |
| Provence Wealth Management Group | 1,854 | $934.8K | 0.57% | +309+20.0% | Added |
| Arbor Trust Wealth Advisors, LLC | 1,854 | $934.8K | 0.62% | +405+28.0% | Added |
| STAR Financial Bank | 1,860 | $937.8K | 0.96% | −144−7.2% | Reduced |
| Campion Asset Management LLC | 1,860 | $937.8K | 0.87% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 1,865 | $940.0K | 0.06% | +51+2.8% | Added |
| 1776 Wealth LLC | 1,866 | $940.8K | 0.50% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 1,877 | $946.4K | 0.83% | +211+12.7% | Added |
| Presidio Capital Management, LLC | 1,878 | $946.9K | 0.83% | −99−5.0% | Reduced |
| Inspire Advisors, LLC | 1,878 | $946.9K | 0.17% | +539+40.3% | Added |
| Retirement Guys Formula LLC | 1,884 | $949.9K | 0.66% | +1,884 | New |
| ICW Investment Advisors LLC | 1,885 | $950.5K | 0.51% | +217+13.0% | Added |
| Blodgett Wealth Advisors, LLC | 1,893 | $954.2K | 1.05% | +1+0.1% | Added |
| TRUE Private Wealth Advisors | 1,893 | $954.4K | 0.13% | +343+22.1% | Added |
| WR Wealth Planners, LLC | 1,894 | $955.0K | 0.36% | +247+15.0% | Added |
| Caldwell Sutter Capital, Inc. | 1,897 | $956.4K | 0.53% | −1−0.1% | Reduced |
| Intact Investment Management Inc. | 1,900 | $958.0K | 0.04% | −2,200−53.7% | Reduced |
| Virginia Wealth Management Group, Inc. | 1,902 | $959.0K | 0.65% | −4−0.2% | Reduced |
| Argent Advisors, Inc. | 1,904 | $960.0K | 0.44% | +11+0.6% | Added |
| Ropes Wealth Advisors LLC | 1,906 | $961.2K | 0.19% | −660−25.7% | Reduced |
| Keystone Financial Group | 1,909 | $962.4K | 0.16% | −135−6.6% | Reduced |
| Semus Wealth Partners LLC | 1,909 | $962.4K | 0.90% | +34+1.8% | Added |