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
- 3,144
- +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
- 1,121 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 |
|---|---|---|---|---|---|
| Prosperity Financial Group, Inc. | 1,914 | $965.0K | 0.80% | +28+1.5% | Added |
| Professional Financial Advisors, LLC | 1,922 | $968.8K | 0.44% | +17+0.9% | Added |
| WealthTrust Axiom LLC | 1,931 | $973.6K | 0.35% | +150+8.4% | Added |
| My Personal CFO, LLC | 1,931 | $973.6K | 0.79% | −4−0.2% | Reduced |
| Riverpark Capital Management LLC | 1,935 | $975.6K | 1.77% | +141+7.9% | Added |
| Clarus Group, Inc. | 1,938 | $976.9K | 0.71% | +33+1.7% | Added |
| Vicus Capital | 1,939 | $977.4K | 0.10% | +1,415+270.0% | Added |
| IVC Wealth Advisors LLC | 1,939 | $977.7K | 0.65% | −5−0.3% | Reduced |
| Garde Capital, Inc. | 1,944 | $980.0K | 0.08% | +25+1.3% | Added |
| Sovereign Financial Group, Inc. | 1,954 | $985.3K | 0.35% | −177−8.3% | Reduced |
| BSW Wealth Partners | 1,963 | $989.5K | 0.22% | +122+6.6% | Added |
| Waterfront Wealth Inc. | 1,901 | $989.6K | 0.32% | +34+1.8% | Added |
| Evergreen Wealth Solutions, LLC | 1,963 | $989.7K | 1.00% | −170−8.0% | Reduced |
| Patron Partners Advisors, LLC | 1,970 | $993.3K | 0.73% | −7−0.4% | Reduced |
| Abacus Planning Group, Inc. | 1,970 | $993.3K | 0.24% | +47+2.4% | Added |
| Alpha Family Trust | 1,970 | $993.3K | 0.76% | +150+8.2% | Added |
| Astoria Portfolio Advisors LLC. | 1,884 | $995.3K | 0.48% | +61+3.3% | Added |
| Disciplined Equity Management, Inc. | 1,975 | $995.8K | 0.83% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,976 | $996.3K | 0.53% | +1,850+1,468.3% | Added |
| SRS Capital Advisors, Inc. | 1,977 | $997.2K | 0.12% | +303+18.1% | Added |
| Epic Trust Investment Advisors, LLC | 1,984 | $1.00M | 1.57% | −25−1.2% | Reduced |
| ICA Group Wealth Management, LLC | 1,993 | $1.01M | 0.28% | +56+2.9% | Added |
| Allred Capital Management, LLC | 1,994 | $1.01M | 0.50% | −273−12.0% | Reduced |
| Evergreen Wealth Management, LLC | 1,997 | $1.01M | 0.80% | +25+1.3% | Added |
| Parkside Investments, LLC | 2,000 | $1.01M | 0.19% | +454+29.4% | Added |
| RFP Financial Group LLC | 2,004 | $1.01M | 0.44% | −51−2.5% | Reduced |
| Berkeley Capital Partners, LLC | 2,008 | $1.01M | 0.37% | +84+4.4% | Added |
| Islay Capital Management, LLC | 2,028 | $1.02M | 0.88% | +102+5.3% | Added |
| Texas Yale Capital Corp. | 2,030 | $1.02M | 0.05% | +15+0.7% | Added |
| Ambassador Advisors, LLC | 1,892 | $1.03M | 0.25% | +188+11.0% | Added |
| Soundwatch Capital LLC | 2,041 | $1.03M | 0.22% | +140+7.4% | Added |
| Cooper Financial Group | 2,042 | $1.03M | 0.25% | +125+6.5% | Added |
| Aletheian Wealth Advisors LLC | 2,046 | $1.03M | 0.79% | −661−24.4% | Reduced |
| Ignite Planners, LLC | 2,003 | $1.03M | 0.32% | +135+7.2% | Added |
| Washington Capital Management Inc | 2,053 | $1.04M | 0.95% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 2,055 | $1.04M | 0.05% | +687+50.2% | Added |
| ABLE Financial Group, LLC | 2,055 | $1.04M | 0.52% | −110−5.1% | Reduced |
| Smith, Moore & Co. | 2,065 | $1.04M | 0.14% | −1,725−45.5% | Reduced |
| PBMares Wealth Management LLC | 2,067 | $1.04M | 0.38% | −100−4.6% | Reduced |
| RKL Wealth Management LLC | 2,068 | $1.04M | 0.13% | +16+0.8% | Added |
| Altrafin AG | 2,075 | $1.05M | 0.46% | −1,170−36.1% | Reduced |
| Pinnacle Bancorp, Inc. | 2,083 | $1.05M | 0.37% | −20−1.0% | Reduced |
| Richard W. Paul & Associates, LLC | 2,088 | $1.05M | 0.48% | +66+3.3% | Added |
| American Money Management, LLC | 2,093 | $1.06M | 0.27% | +107+5.4% | Added |
| V-Square Quantitative Management LLC | 2,098 | $1.06M | 0.47% | +273+15.0% | Added |
| Cardiff Park Advisors, LLC | 2,099 | $1.06M | 0.13% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 2,100 | $1.06M | 0.16% | −50−2.3% | Reduced |
| Taylor Hoffman Wealth Management | 2,100 | $1.06M | 0.55% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 2,101 | $1.06M | 0.58% | −90−4.1% | Reduced |
| Mendel Money Management | 2,109 | $1.06M | 0.57% | −109−4.9% | Reduced |
| Eagle Strategies LLC | 2,126 | $1.07M | 0.26% | +91+4.5% | Added |
| Three Seasons Wealth, LLC | 2,129 | $1.07M | 1.06% | +2,129 | New |
| Clean Yield Group | 2,050 | $1.07M | 0.48% | −23−1.1% | Reduced |
| Centerpoint Advisors, LLC | 2,131 | $1.07M | 0.46% | −20−0.9% | Reduced |
| McLean Asset Management Corp | 2,060 | $1.08M | 0.44% | +19+0.9% | Added |
| Wall Street Access Asset Management, LLC | 2,145 | $1.08M | 0.55% | +194+9.9% | Added |
| Montecito Bank & Trust | 2,146 | $1.08M | 0.25% | −45−2.1% | Reduced |
| Cypress Capital, LLC | 2,151 | $1.08M | 0.32% | −789−26.8% | Reduced |
| One Wealth Advisors, LLC | 2,157 | $1.09M | 0.24% | −7−0.3% | Reduced |
| Forte Capital LLC | 2,159 | $1.09M | 0.17% | −25−1.1% | Reduced |
| Cannell Peter B & Co Inc | 2,160 | $1.09M | 0.04% | +380+21.3% | Added |
| Five Oceans Advisors | 2,164 | $1.09M | 0.70% | +18+0.8% | Added |
| Bessemer Securities LLC | 2,169 | $1.09M | 1.51% | −2,288−51.3% | Reduced |
| Dark Forest Capital Management LP | 2,172 | $1.10M | 0.09% | +2,172 | New |
| Epiq Partners, LLC | 2,178 | $1.10M | 0.83% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 2,182 | $1.10M | 1.02% | −43−1.9% | Reduced |
| FLC Capital Advisors | 2,193 | $1.11M | 0.33% | −156−6.6% | Reduced |
| Briggs Advisory Group, Inc. | 2,195 | $1.11M | 0.63% | −24−1.1% | Reduced |
| Summit X, LLC | 2,192 | $1.11M | 0.35% | −3,361−60.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,196 | $1.11M | 0.23% | −5−0.2% | Reduced |
| Peak Asset Management, LLC | 2,212 | $1.12M | 0.27% | −167−7.0% | Reduced |
| Quantum Private Wealth, LLC | 2,214 | $1.12M | 0.53% | −15−0.7% | Reduced |
| 626 Financial, LLC | 2,224 | $1.12M | 0.76% | +10.0% | Added |
| Hodges Capital Management Inc. | 2,236 | $1.13M | 0.13% | +2,236 | Added |
| Semmax Financial Advisors Inc. | 2,078 | $1.13M | 0.45% | +2,078 | New |
| McDaniel Terry & Co | 2,244 | $1.13M | 0.12% | −185−7.6% | Reduced |
| Eisler Capital (US) LLC | 2,245 | $1.13M | 0.42% | −22−1.0% | Reduced |
| Essex Savings Bank | 2,255 | $1.14M | 0.38% | −47−2.0% | Reduced |
| Safeguard Investment Advisory Group, LLC | 2,257 | $1.14M | 0.50% | −25−1.1% | Reduced |
| WD Rutherford LLC | 2,270 | $1.14M | 0.78% | −1,910−45.7% | Reduced |
| Arvest Trust Co N A | 2,276 | $1.15M | 0.07% | +177+8.4% | Added |
| Titleist Asset Management, LLC | 2,279 | $1.15M | 0.24% | +169+8.0% | Added |
| Corundum Trust Company, INC | 2,282 | $1.15M | 3.44% | −23−1.0% | Reduced |
| Founders Financial Alliance, LLC | 2,287 | $1.15M | 0.50% | −551−19.4% | Reduced |
| Saturna Capital CORP | 2,292 | $1.16M | 0.02% | −55−2.3% | Reduced |
| MBM Wealth Consultants, LLC | 2,146 | $1.16M | 0.50% | +201+10.3% | Added |
| Park National Corp | 2,307 | $1.16M | 0.05% | +41+1.8% | Added |
| Uncommon Cents Investing LLC | 2,310 | $1.16M | 0.43% | 00.0% | Unchanged |
| RMR Wealth Builders | 2,312 | $1.17M | 0.19% | +1,193+106.6% | Added |
| Lederer & Associates Investment Counsel | 2,326 | $1.17M | 0.93% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 2,328 | $1.17M | 0.53% | −35−1.5% | Reduced |
| Clarity Financial LLC | 2,329 | $1.17M | 0.20% | −193−7.7% | Reduced |
| North Ridge Wealth Advisors, Inc. | 2,330 | $1.17M | 1.14% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 2,335 | $1.18M | 0.15% | −125−5.1% | Reduced |
| Riverwater Partners LLC | 2,338 | $1.18M | 1.07% | −12−0.5% | Reduced |
| La Financiere de L'Echiquier | 2,340 | $1.18M | 0.06% | −450−16.1% | Reduced |
| Rogco, LP | 2,343 | $1.18M | 0.58% | +2,343 | New |
| ZWJ Investment Counsel Inc | 2,345 | $1.18M | 0.07% | +941+67.0% | Added |
| Prudent Man Advisors, LLC | 2,346 | $1.18M | 0.47% | −84−3.5% | Reduced |
| Asset Advisors Investment Management, LLC | 2,355 | $1.19M | 0.16% | +30+1.3% | Added |