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 |
|---|---|---|---|---|---|
| Chicago Partners Investment Group LLC | 2,617 | $1.37M | 0.07% | +30+1.2% | Added |
| Hillsdale Investment Management Inc. | 2,717 | $1.37M | 0.13% | +1,080+66.0% | Added |
| Virtue Capital Management, LLC | 2,915 | $1.37M | 0.23% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 2,724 | $1.37M | 0.04% | −290−9.6% | Reduced |
| Heartland Bank & Trust Co | 2,725 | $1.37M | 1.08% | +437+19.1% | Added |
| Kingdom Financial Group LLC. | 2,729 | $1.38M | 1.30% | +34+1.3% | Added |
| United Community Bank | 2,730 | $1.38M | 0.67% | +1,379+102.1% | Added |
| St. Johns Investment Management Company, LLC | 2,731 | $1.38M | 0.79% | +32+1.2% | Added |
| Covenant Partners, LLC | 2,735 | $1.38M | 0.50% | 00.0% | Unchanged |
| Van Den Berg Management I, Inc | 2,736 | $1.38M | 0.48% | +1,335+95.3% | Added |
| Advisory Alpha, LLC | 2,738 | $1.38M | 0.07% | +825+43.1% | Added |
| Baldwin Brothers Inc | 2,740 | $1.38M | 0.12% | −604−18.1% | Reduced |
| Diversified, LLC | 2,745 | $1.38M | 0.36% | +38+1.4% | Added |
| Strategy Asset Managers LLC | 2,754 | $1.39M | 0.36% | +112+4.2% | Added |
| Waterloo Capital, L.P. | 2,765 | $1.39M | 0.41% | +316+12.9% | Added |
| Oak Hill Wealth Advisors, LLC | 2,780 | $1.40M | 0.54% | +30+1.1% | Added |
| Camden Capital, LLC | 2,782 | $1.40M | 0.17% | +311+12.6% | Added |
| Principal Street Partners, LLC | 2,784 | $1.40M | 0.28% | +1,391+99.9% | Added |
| Kensington Investment Counsel, LLC | 2,787 | $1.41M | 0.87% | +141+5.3% | Added |
| Cornerstone Advisory, LLC | 2,798 | $1.41M | 0.25% | +51+1.9% | Added |
| Regent Peak Wealth Advisors LLC | 2,807 | $1.42M | 0.43% | +925+49.1% | Added |
| Absolute Capital Management, LLC | 2,810 | $1.42M | 1.36% | +3+0.1% | Added |
| Financial Insights, Inc. | 2,646 | $1.42M | 0.51% | +38+1.5% | Added |
| Meridian Financial Partners LLC | 2,667 | $1.42M | 1.45% | +56+2.1% | Added |
| Ellis Investment Partners, LLC | 2,813 | $1.42M | 0.36% | +94+3.5% | Added |
| KLCM Advisors, Inc. | 2,814 | $1.42M | 0.27% | −46−1.6% | Reduced |
| BancorpSouth Bank | 2,836 | $1.43M | 0.13% | +45+1.6% | Added |
| Cim Investment Mangement Inc | 2,839 | $1.43M | 0.52% | −60−2.1% | Reduced |
| Live Oak Investment Partners | – | $1.43M | 1.23% | – | – |
| Wolf Group Capital Advisors | 2,848 | $1.44M | 0.68% | +22+0.8% | Added |
| E&G Advisors, LP | 2,850 | $1.44M | 0.53% | −30−1.0% | Reduced |
| Arthur M. Cohen & Associates, LLC | 2,852 | $1.44M | 0.37% | +90+3.3% | Added |
| Altman Advisors, Inc. | 2,857 | $1.44M | 0.90% | +2,857 | New |
| Wealth Management Partners, LLC | 2,860 | $1.44M | 0.90% | +262+10.1% | Added |
| LVM Capital Management Ltd | 2,861 | $1.44M | 0.20% | −25−0.9% | Reduced |
| Buttonwood Financial Advisors Inc. | 2,871 | $1.45M | 0.92% | +102+3.7% | Added |
| Trail Ridge Investment Advisors, LLC | 2,874 | $1.45M | 0.99% | +19+0.7% | Added |
| Kingfisher Capital LLC | 2,875 | $1.45M | 0.39% | +5+0.2% | Added |
| Edge Capital Group, LLC | 2,877 | $1.45M | 0.09% | +39+1.4% | Added |
| FirstPurpose Wealth LLC | 2,878 | $1.45M | 0.63% | +24+0.8% | Added |
| Patton Albertson Miller Group, LLC | 2,891 | $1.46M | 0.29% | +10.0% | Added |
| Intrua Financial, LLC | 2,896 | $1.46M | 0.26% | −233−7.4% | Reduced |
| Cooke & Bieler LP | 2,900 | $1.46M | 0.01% | −745−20.4% | Reduced |
| EverSource Wealth Advisors, LLC | 2,901 | $1.46M | 0.16% | +276+10.5% | Added |
| Cahaba Wealth Management, Inc. | 2,905 | $1.46M | 0.16% | +15+0.5% | Added |
| Pennsylvania Capital Management Inc | 2,917 | $1.47M | 0.61% | +120+4.3% | Added |
| Wealth Effects LLC | 2,918 | $1.47M | 0.73% | −55−1.8% | Reduced |
| Sand Hill Global Advisors, LLC | 2,919 | $1.47M | 0.08% | +34+1.2% | Added |
| Prosperitas Financial LLC | 2,926 | $1.48M | 1.15% | +2,926 | New |
| Planning Center, Inc. | 2,928 | $1.48M | 0.38% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 2,939 | $1.48M | 1.06% | −581−16.5% | Reduced |
| Tiemann Investment Advisors, LLC | 2,939 | $1.48M | 0.79% | +40+1.4% | Added |
| Enterprise Financial Services Corp | 2,940 | $1.48M | 1.02% | +21+0.7% | Added |
| Benjamin Edwards Inc | 2,946 | $1.49M | 0.35% | −169−5.4% | Reduced |
| Legacy Bridge, LLC | 2,960 | $1.49M | 1.06% | −50−1.7% | Reduced |
| LaFleur & Godfrey LLC | 2,960 | $1.49M | 0.24% | +123+4.3% | Added |
| Smith, Salley & Associates | 2,962 | $1.49M | 0.11% | −203−6.4% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 2,976 | $1.50M | 0.54% | +2,976 | New |
| GoalVest Advisory LLC | 2,979 | $1.50M | 0.75% | +164+5.8% | Added |
| First Financial Bank - Trust Division | 2,984 | $1.50M | 0.17% | −632−17.5% | Reduced |
| Pure Financial Advisors, Inc. | 2,991 | $1.51M | 0.06% | +222+8.0% | Added |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $1.51M | 0.57% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 2,968 | $1.51M | 0.03% | +1,288+76.7% | Added |
| Hoey Investments, Inc | 3,003 | $1.51M | 0.51% | −568−15.9% | Reduced |
| Cambridge Advisors Inc. | 3,007 | $1.52M | 0.41% | −25−0.8% | Reduced |
| Concord Asset Management, LLC | 3,007 | $1.52M | 0.51% | +860+40.1% | Added |
| Vanderbilt University | 3,015 | $1.52M | 0.39% | +3,015 | New |
| Cedar Brook Financial Partners, LLC | 3,024 | $1.52M | 0.40% | −162−5.1% | Reduced |
| Tilia Fiduciary Partners, Inc. | 3,027 | $1.53M | 1.59% | +200+7.1% | Added |
| Tolleson Wealth Management, Inc. | 3,029 | $1.53M | 0.37% | +87+3.0% | Added |
| Humankind Investments LLC | 3,030 | $1.53M | 0.64% | −137−4.3% | Reduced |
| Arbor Capital Management Inc | 2,895 | $1.53M | 1.36% | −14−0.5% | Reduced |
| OneAscent Financial Services LLC | 3,039 | $1.53M | 0.40% | +686+29.2% | Added |
| Yarbrough Capital, LLC | 3,043 | $1.53M | 0.09% | 00.0% | Unchanged |
| Brand Asset Management Group, Inc. | 3,053 | $1.54M | 0.79% | −4−0.1% | Reduced |
| Vectors Research Management, LLC | 3,057 | $1.54M | 0.50% | +10.0% | Added |
| Ellevest, Inc. | 3,060 | $1.54M | 0.12% | −84−2.7% | Reduced |
| Calton & Associates, Inc. | 3,060 | $1.54M | 2.26% | +2,378+348.7% | Added |
| Samalin Investment Counsel, LLC | 3,065 | $1.55M | 0.89% | −20−0.6% | Reduced |
| MWA Asset Management | 3,067 | $1.55M | 1.49% | +3,067 | New |
| Westhampton Capital, LLC | 3,067 | $1.55M | 1.00% | −15−0.5% | Reduced |
| FinTrust Capital Advisors, LLC | 3,069 | $1.55M | 0.34% | −402−11.6% | Reduced |
| Cornerstone Wealth Management, LLC | 3,076 | $1.55M | 0.15% | +1,288+72.0% | Added |
| Pacific Capital Partners Ltd | 3,080 | $1.55M | 0.94% | +3,080 | New |
| Wealthsource Partners, LLC | 3,088 | $1.56M | 0.11% | −930−23.1% | Reduced |
| Ar Asset Management Inc | 3,090 | $1.56M | 0.44% | +1,790+137.7% | Added |
| Moss Adams Wealth Advisors LLC | 3,097 | $1.56M | 0.53% | +135+4.6% | Added |
| SeaCrest Wealth Management, LLC | 3,100 | $1.56M | 0.20% | −88−2.8% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 3,100 | $1.56M | 0.82% | +316+11.4% | Added |
| Mechanics Financial Corp | 3,117 | $1.57M | 0.86% | −10−0.3% | Reduced |
| One Capital Management, LLC | 3,121 | $1.57M | 0.07% | +87+2.9% | Added |
| Financial Network Wealth Management LLC | 3,066 | $1.58M | 0.77% | +20+0.7% | Added |
| Symphony Financial, Ltd. Co. | 3,070 | $1.58M | 0.39% | +65+2.2% | Added |
| JGP Global Gestao de Recursos Ltda. | 3,136 | $1.58M | 1.00% | −34−1.1% | Reduced |
| Lee Financial Co | 3,137 | $1.58M | 0.29% | −124−3.8% | Reduced |
| First County Bank | 3,137 | $1.58M | 0.82% | +98+3.2% | Added |
| BigSur Wealth Management LLC | 3,139 | $1.58M | 0.80% | −50−1.6% | Reduced |
| Iyo Bank, Ltd. | 3,150 | $1.59M | 0.86% | +3,150 | New |
| Millington Financial Advisors, LLC | 3,156 | $1.59M | 1.43% | +82+2.7% | Added |
| Institute for Wealth Management, LLC. | 3,167 | $1.60M | 0.29% | −10−0.3% | Reduced |