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 |
|---|---|---|---|---|---|
| Charles Schwab Trust Co | 2,356 | $1.19M | 0.13% | +281+13.5% | Added |
| Weinberger Asset Management, Inc | 2,356 | $1.19M | 0.68% | −52−2.2% | Reduced |
| TBH Global Asset Management, LLC | 2,359 | $1.19M | 0.23% | +52+2.3% | Added |
| River & Mercantile Asset Management LLP | 2,370 | $1.20M | 0.28% | −520−18.0% | Reduced |
| Westside Investment Management, Inc. | 2,374 | $1.20M | 0.34% | −66−2.7% | Reduced |
| SC&H Financial Advisors, Inc. | 2,386 | $1.20M | 0.40% | +10.0% | Added |
| Aaron Wealth Advisors | 2,388 | $1.20M | 0.16% | −141−5.6% | Reduced |
| Nicholas Hoffman & Company, LLC. | 2,388 | $1.20M | 0.09% | +3+0.1% | Added |
| Armstrong Advisory Group, Inc | 2,400 | $1.21M | 0.13% | +212+9.7% | Added |
| Vista Finance, LLC | 2,401 | $1.21M | 1.76% | −55−2.2% | Reduced |
| Cornerstone Wealth Advisors, Inc. | 2,410 | $1.22M | 0.43% | +62+2.6% | Added |
| Crestwood Advisors Group LLC | 2,411 | $1.22M | 0.03% | +1,333+123.7% | Added |
| Convergence Investment Partners, LLC | 2,414 | $1.22M | 0.72% | +535+28.5% | Added |
| Cable Hill Partners, LLC | 2,415 | $1.22M | 0.16% | −53−2.1% | Reduced |
| Community Financial Services Group, LLC | 2,416 | $1.22M | 0.31% | +2,416 | New |
| First Commonwealth Financial Corp | 2,421 | $1.22M | 0.41% | +22+0.9% | Added |
| Bassett Hargrove Investment Counsel, LLC | 2,421 | $1.22M | 2.05% | −35−1.4% | Reduced |
| West Michigan Advisors, LLC | 2,423 | $1.22M | 0.65% | −22−0.9% | Reduced |
| CoreFirst Bank & Trust | 2,432 | $1.23M | 0.87% | −27−1.1% | Reduced |
| Colonial River Wealth Management, LLC | 2,433 | $1.23M | 0.80% | +588+31.9% | Added |
| Nicolet Bankshares Inc | 2,436 | $1.23M | 0.38% | −3−0.1% | Reduced |
| First Financial Corp | 2,444 | $1.23M | 0.72% | +1,679+219.5% | Added |
| Spirit of America Management Corp | 2,450 | $1.24M | 0.28% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 2,456 | $1.24M | 0.37% | +19+0.8% | Added |
| SkyOak Wealth, LLC | 2,459 | $1.24M | 0.36% | +217+9.7% | Added |
| CVA Family Office, LLC | 2,460 | $1.24M | 0.28% | +53+2.2% | Added |
| Sendero Wealth Management, LLC | 2,464 | $1.24M | 0.27% | +27+1.1% | Added |
| Total Clarity Wealth Management, Inc. | 2,466 | $1.24M | 0.60% | −214−8.0% | Reduced |
| Corundum Group, Inc. | 2,473 | $1.25M | 0.71% | −289−10.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 2,479 | $1.25M | 0.15% | −5−0.2% | Reduced |
| Breakwater Capital Group | 2,354 | $1.25M | 0.43% | +589+33.4% | Added |
| Vivaldi Capital Management, LLC | 2,483 | $1.25M | 0.41% | −78−3.0% | Reduced |
| Archer Investment Corp | 2,487 | $1.25M | 0.44% | −154−5.8% | Reduced |
| California First Leasing Corp | 2,489 | $1.25M | 0.73% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 2,515 | $1.27M | 0.95% | +4+0.2% | Added |
| Syntegra Private Wealth Group, LLC | 2,516 | $1.27M | 0.20% | +66+2.7% | Added |
| Brandywine Oak Private Wealth LLC | 2,521 | $1.27M | 0.15% | −34−1.3% | Reduced |
| Beacon Financial Group | 2,674 | $1.27M | 0.18% | −49−1.8% | Reduced |
| MCF Advisors LLC | 2,527 | $1.27M | 0.11% | +29+1.2% | Added |
| Crawford Investment Counsel Inc | 2,532 | $1.28M | 0.03% | +5+0.2% | Added |
| CFM Wealth Partners LLC | 2,539 | $1.28M | 0.34% | +116+4.8% | Added |
| Manhattan West Asset Management, LLC | 2,458 | $1.28M | 0.39% | +1,369+125.7% | Added |
| Measured Wealth Private Client Group, LLC | 2,544 | $1.28M | 0.52% | −129−4.8% | Reduced |
| MinichMacGregor Wealth Management, LLC | 2,548 | $1.28M | 0.43% | −39−1.5% | Reduced |
| Kolinsky Wealth Management, LLC | 2,552 | $1.29M | 1.28% | +81+3.3% | Added |
| Simon Quick Advisors, LLC | 2,553 | $1.29M | 0.12% | +476+22.9% | Added |
| KRS Capital Management, LLC | 2,557 | $1.29M | 1.37% | +92+3.7% | Added |
| Wealth Alliance Advisory Group, LLC | 2,560 | $1.29M | 0.38% | +283+12.4% | Added |
| DGS Capital Management, LLC | 2,563 | $1.29M | 0.63% | +461+21.9% | Added |
| Lokken Investment Group LLC | 2,564 | $1.29M | 0.85% | +492+23.7% | Added |
| Capital Market Strategies LLC | 2,541 | $1.29M | 1.29% | +80+3.3% | Added |
| Phillips Wealth Planners LLC | 2,442 | $1.30M | 1.76% | −15−0.6% | Reduced |
| ARS Wealth Advisors Group, LLC | 2,575 | $1.30M | 0.21% | −32−1.2% | Reduced |
| Gitterman Wealth Management, LLC | 2,577 | $1.30M | 0.62% | −16−0.6% | Reduced |
| Journey Strategic Wealth LLC | 2,579 | $1.30M | 0.06% | −570−18.1% | Reduced |
| Financial Advisors Network, Inc. | 2,585 | $1.30M | 0.29% | +2,585 | New |
| Sargent Investment Group, LLC | 2,586 | $1.30M | 0.31% | −7−0.3% | Reduced |
| Wilson & Boucher Capital Management, LLC | 2,589 | $1.31M | 1.24% | +75+3.0% | Added |
| Invenio Wealth Partners LLC | 2,592 | $1.31M | 1.19% | −25−1.0% | Reduced |
| WT Wealth Management | 2,594 | $1.31M | 0.56% | +154+6.3% | Added |
| Ashburton (Jersey) Ltd | 2,722 | $1.31M | 0.64% | 00.0% | Unchanged |
| First National Advisers, LLC | 2,596 | $1.31M | 0.58% | +1,798+225.3% | Added |
| Everett Harris & Co | 2,599 | $1.31M | 0.02% | +44+1.7% | Added |
| Alta Advisers Ltd | 2,600 | $1.31M | 0.76% | +200+8.3% | Added |
| Townsend Asset Management Corp | 2,602 | $1.31M | 0.66% | −41−1.6% | Reduced |
| Bluesphere Advisors, LLC | 2,614 | $1.32M | 0.95% | +256+10.9% | Added |
| Carolinas Wealth Consulting LLC | 2,465 | $1.32M | 0.33% | −342−12.2% | Reduced |
| Castle Rock Wealth Management, LLC | 2,515 | $1.32M | 0.44% | +406+19.3% | Added |
| Mark Stevens | 2,620 | $1.32M | 0.18% | +194+8.0% | Added |
| Investment Partners, Ltd. | 2,622 | $1.32M | 0.70% | +18+0.7% | Added |
| Godshalk Welsh Capital Management, Inc. | 2,625 | $1.32M | 1.00% | −15−0.6% | Reduced |
| Apeiron RIA LLC | 2,627 | $1.32M | 0.45% | +37+1.4% | Added |
| Riverview Trust Co | 2,629 | $1.33M | 1.18% | 00.0% | Unchanged |
| Bremer Bank National Association | 2,630 | $1.33M | 0.26% | −289−9.9% | Reduced |
| ERn Financial, LLC | 2,631 | $1.33M | 0.29% | +202+8.3% | Added |
| Baldwin Investment Management, LLC | 2,641 | $1.33M | 0.22% | −159−5.7% | Reduced |
| Sompo Asset Management Co., Ltd. | 2,650 | $1.34M | 0.29% | +520+24.4% | Added |
| White Lighthouse Investment Management Inc. | 2,650 | $1.34M | 0.32% | +2,650 | New |
| Cladis Investment Advisory, LLC | 2,654 | $1.34M | 1.17% | +318+13.6% | Added |
| Atlas Capital Advisors LLC | 2,656 | $1.34M | 0.22% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 2,796 | $1.34M | 0.96% | +134+5.0% | Added |
| Adirondack Trust Co | 2,671 | $1.35M | 0.67% | +14+0.5% | Added |
| Caldwell Investment Management Ltd. | 2,690 | $1.35M | 1.31% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 2,674 | $1.35M | 0.72% | +5+0.2% | Added |
| Perennial Investment Advisors, LLC | 2,677 | $1.35M | 0.25% | −13−0.5% | Reduced |
| Summit Financial Wealth Advisors, LLC | 2,511 | $1.35M | 0.33% | −266−9.6% | Reduced |
| Monument Capital Management | 2,683 | $1.35M | 0.45% | +304+12.8% | Added |
| CNB Bank | 2,683 | $1.35M | 0.80% | +474+21.5% | Added |
| MBL Wealth, LLC | 2,683 | $1.35M | 0.19% | −39−1.4% | Reduced |
| Parkside Financial Bank & Trust | 2,685 | $1.35M | 0.31% | +132+5.2% | Added |
| First National Bank of Hutchinson | 2,692 | $1.36M | 1.03% | +55+2.1% | Added |
| Garrison Point Advisors, LLC | 2,693 | $1.36M | 1.05% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 2,694 | $1.36M | 0.56% | −99−3.5% | Reduced |
| Tandem Capital Management Corp | 2,695 | $1.36M | 0.93% | −121−4.3% | Reduced |
| Childress Capital Advisors, LLC | 2,695 | $1.36M | 0.45% | +1,224+83.2% | Added |
| TLWM | 2,699 | $1.36M | 0.36% | +89+3.4% | Added |
| Codex Capital, L.L.C. | 2,700 | $1.36M | 0.88% | 00.0% | Unchanged |
| Droms Strauss Advisors Inc | 2,702 | $1.36M | 0.59% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 2,702 | $1.36M | 0.00% | +103+4.0% | Added |
| Fortis Capital Management LLC | 2,703 | $1.36M | 0.43% | +235+9.5% | Added |