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 | 3,054 | $202.4B |
| Q4 2025 | 3,311 | $248.2B |
| Q3 2025 | 3,168 | $253.5B |
| Q2 2025 | 3,185 | $241.1B |
| Q1 2025 | 3,613 | $424.3B |
| Q4 2024 | 3,684 | $409.5B |
| Q3 2024 | 3,476 | $474.6B |
| Q2 2024 | 3,406 | $411.9B |
| Q1 2024 | 3,384 | $398.9B |
| Q4 2023 | 3,421 | $428.0B |
| Q3 2023 | 3,144 | $407.5B |
| Q2 2023 | 3,136 | $388.4B |
| Q1 2023 | 3,114 | $383.6B |
| Q4 2022 | 3,159 | $434.2B |
| Q3 2022 | 2,998 | $413.5B |
| Q2 2022 | 2,964 | $422.0B |
| Q1 2022 | 2,965 | $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 |
|---|---|---|---|---|---|
| Zullo Investment Group, Inc. | 3,167 | $1.60M | 0.94% | +166+5.5% | Added |
| Buckingham Strategic Partners | 3,173 | $1.60M | 0.08% | +1,432+82.3% | Added |
| Beach Investment Counsel Inc | 3,200 | $1.61M | 0.20% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 3,203 | $1.61M | 0.44% | +24+0.8% | Added |
| Regal Investment Advisors LLC | 3,215 | $1.62M | 0.14% | +255+8.6% | Added |
| Tiedemann Advisors, LLC | 3,218 | $1.62M | 0.07% | +204+6.8% | Added |
| Missouri Trust & Investment Co | 3,227 | $1.63M | 0.73% | +864+36.6% | Added |
| Golden State Equity Partners | 3,230 | $1.63M | 0.45% | −30−0.9% | Reduced |
| Sterling Investment Counsel, LLC | 3,237 | $1.63M | 0.94% | +92+2.9% | Added |
| Ramirez Asset Management, Inc. | 3,240 | $1.63M | 0.35% | +3,240 | New |
| Wealthcare Advisory Partners LLC | 3,244 | $1.64M | 0.08% | +55+1.7% | Added |
| MJP Associates Inc | 3,247 | $1.64M | 0.48% | +267+9.0% | Added |
| LS Investment Advisors, LLC | 3,251 | $1.64M | 0.31% | −5−0.2% | Reduced |
| Investment Advisory Services Inc | 3,256 | $1.64M | 0.71% | +17+0.5% | Added |
| Paragon Advisors, LLC | 3,257 | $1.64M | 0.68% | −2,102−39.2% | Reduced |
| Ironwood Investment Counsel, LLC | 3,258 | $1.64M | 0.39% | +725+28.6% | Added |
| Bank of Stockton | 3,111 | $1.64M | 0.61% | +419+15.6% | Added |
| Everhart Financial Group, Inc. | 3,262 | $1.64M | 0.70% | +326+11.1% | Added |
| Mason & Associates Inc | 3,263 | $1.65M | 0.53% | +252+8.4% | Added |
| S. R. Schill & Associates | 3,266 | $1.65M | 0.80% | +102+3.2% | Added |
| Hunter Associates Investment Management LLC | 3,272 | $1.65M | 0.34% | −10−0.3% | Reduced |
| Prossimo Advisors, LLC | 3,274 | $1.65M | 3.89% | −15−0.5% | Reduced |
| PFW Advisors LLC | 3,288 | $1.66M | 0.59% | +74+2.3% | Added |
| Laraway Financial Inc | 3,293 | $1.66M | 1.73% | −53−1.6% | Reduced |
| XML Financial, LLC | 3,297 | $1.66M | 0.20% | +442+15.5% | Added |
| CSU Producer Resources, Inc. | 3,300 | $1.66M | 6.36% | 00.0% | Unchanged |
| State of Wyoming | 3,303 | $1.67M | 0.36% | +1,043+46.2% | Added |
| BKD Wealth Advisors, LLC | 3,306 | $1.67M | 0.05% | −2−0.1% | Reduced |
| DRW Securities, LLC | 3,309 | $1.67M | 0.13% | +1,251+60.8% | Added |
| KC Investment Advisors, LLC | 3,324 | $1.68M | 1.09% | +138+4.3% | Added |
| Cito Capital Group, LLC | 3,326 | $1.68M | 0.81% | +100+3.1% | Added |
| Westbourne Investment Advisors, Inc. | 3,331 | $1.68M | 0.77% | −110−3.2% | Reduced |
| Alera Investment Advisors, LLC | 3,333 | $1.68M | 0.28% | −15−0.4% | Reduced |
| Palumbo Wealth Management LLC | 3,339 | $1.68M | 0.93% | +1,382+70.6% | Added |
| Nwam LLC | 3,348 | $1.69M | 0.17% | −66−1.9% | Reduced |
| Scharf Investments, LLC | 3,349 | $1.69M | 0.05% | +28+0.8% | Added |
| Foster Group, Inc. | 3,353 | $1.69M | 0.10% | −17−0.5% | Reduced |
| Evermay Wealth Management LLC | 3,361 | $1.69M | 0.35% | +91+2.8% | Added |
| Washburn Capital Management, Inc. | 3,372 | $1.70M | 1.44% | +9+0.3% | Added |
| Allstate Corp | 3,388 | $1.71M | 0.10% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 3,398 | $1.71M | 0.57% | +3,398 | New |
| Northern Financial Advisors Inc | 3,399 | $1.71M | 1.57% | +18+0.5% | Added |
| Defined Wealth Management, LLC | 3,406 | $1.72M | 1.46% | +28+0.8% | Added |
| Concord Wealth Partners | 3,411 | $1.72M | 0.37% | +566+19.9% | Added |
| Gryphon Financial Partners LLC | 3,438 | $1.73M | 0.41% | −52−1.5% | Reduced |
| Whitener Capital Management, Inc. | 3,440 | $1.73M | 0.69% | +30+0.9% | Added |
| Proficio Capital Partners LLC | 3,441 | $1.74M | 0.23% | −35−1.0% | Reduced |
| Pettee Investors, Inc. | 3,442 | $1.74M | 0.82% | +8+0.2% | Added |
| Factorial Partners, LLC | 3,460 | $1.74M | 1.27% | 00.0% | Unchanged |
| Trust Investment Advisors | 3,461 | $1.74M | 1.50% | −20−0.6% | Reduced |
| True North Advisors, LLC | 3,462 | $1.75M | 0.54% | −2,223−39.1% | Reduced |
| Harvest Fund Management Co., Ltd | 3,469 | $1.75M | 0.31% | +103+3.1% | Added |
| Commons Capital, LLC | 3,469 | $1.75M | 3.02% | +406+13.3% | Added |
| Fairfield Financial Advisors, LTD | 3,478 | $1.75M | 0.74% | +882+34.0% | Added |
| Paulson Wealth Management Inc. | 3,481 | $1.76M | 0.61% | +283+8.8% | Added |
| IAM Advisory, LLC | 3,485 | $1.76M | 0.61% | +86+2.5% | Added |
| Fiduciary Group LLC | 3,486 | $1.76M | 0.22% | 00.0% | Unchanged |
| BCGM Wealth Management, LLC | 3,496 | $1.76M | 0.81% | +225+6.9% | Added |
| Scott Investment Partners LLP | 3,500 | $1.76M | 4.06% | 00.0% | Unchanged |
| Leisure Capital Management | 3,506 | $1.77M | 1.02% | −21−0.6% | Reduced |
| IMS Capital Management | 3,514 | $1.77M | 1.06% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 3,525 | $1.78M | 0.20% | +223+6.8% | Added |
| Sage Mountain Advisors LLC | 3,528 | $1.78M | 0.24% | +479+15.7% | Added |
| Money Concepts Capital Corp | 3,521 | $1.78M | 0.19% | −168−4.6% | Reduced |
| Keudell/Morrison Wealth Management | 3,539 | $1.78M | 0.54% | +22+0.6% | Added |
| Independent Investors Inc | 3,540 | $1.78M | 0.45% | 00.0% | Unchanged |
| Alta Wealth Advisors LLC | 3,541 | $1.79M | 1.09% | −173−4.7% | Reduced |
| Benchmark Investment Advisors LLC | 3,545 | $1.79M | 1.81% | −1,988−35.9% | Reduced |
| Ifrah Financial Services, Inc. | 3,553 | $1.79M | 0.56% | −27−0.8% | Reduced |
| Goepper Burkhardt LLC | 3,554 | $1.79M | 1.09% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 3,558 | $1.79M | 0.60% | +85+2.4% | Added |
| Alphadyne Asset Management LP | 3,558 | $1.79M | 0.87% | +1,414+66.0% | Added |
| Kozak & Associates, Inc. | 3,441 | $1.81M | 0.66% | −451−11.6% | Reduced |
| FSM Wealth Advisors, LLC | 3,597 | $1.81M | 0.91% | −356−9.0% | Reduced |
| Rede Wealth, LLC | 3,620 | $1.83M | 0.92% | −297−7.6% | Reduced |
| Prestige Wealth Management Group LLC | 3,630 | $1.83M | 0.45% | +61+1.7% | Added |
| Quent Capital, LLC | 3,634 | $1.83M | 0.29% | +161+4.6% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 3,636 | $1.83M | 0.13% | −50−1.4% | Reduced |
| Capital Investment Advisory Services, LLC | 3,643 | $1.84M | 0.18% | −156−4.1% | Reduced |
| Walter & Keenan Financial Consulting Co | 3,644 | $1.84M | 0.72% | −4−0.1% | Reduced |
| Vista Investment Management | 3,646 | $1.84M | 0.97% | +23+0.6% | Added |
| Oakworth Capital, Inc. | 3,647 | $1.84M | 0.17% | −14−0.4% | Reduced |
| Key Financial Inc | 3,651 | $1.84M | 0.62% | +4+0.1% | Added |
| Main Street Financial Solutions, LLC | 3,669 | $1.85M | 0.26% | +540+17.3% | Added |
| KCS Wealth Advisory | 3,670 | $1.85M | 0.79% | −1,194−24.5% | Reduced |
| HMS Capital Management, LLC | 3,682 | $1.86M | 1.23% | −141−3.7% | Reduced |
| Boston Family Office LLC | 3,698 | $1.86M | 0.15% | +71+2.0% | Added |
| Amica Retiree Medical Trust | 3,711 | $1.87M | 2.20% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,895 | $1.87M | 0.03% | +1,112+40.0% | Added |
| Snider Financial Group | 3,714 | $1.87M | 0.91% | +1,528+69.9% | Added |
| Northeast Financial Group, Inc. | 3,718 | $1.88M | 1.15% | −730−16.4% | Reduced |
| Joseph Group Capital Management | 3,724 | $1.88M | 1.35% | +1,419+61.6% | Added |
| Legacy Capital Wealth Partners, LLC | 3,726 | $1.88M | 0.52% | +3,726 | New |
| Concentric Capital Strategies, LP | 3,735 | $1.88M | 0.21% | +3,735 | New |
| Prosperity Consulting Group, LLC | 3,749 | $1.89M | 0.87% | +2,593+224.3% | Added |
| Hartford Funds Management Co LLC | 3,749 | $1.89M | 0.20% | +245+7.0% | Added |
| Platform Technology Partners | 5,203 | $1.89M | 0.88% | +1,053+25.4% | Added |
| Hudson Canyon Capital Management | 3,755 | $1.89M | 1.55% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 3,756 | $1.89M | 0.63% | −318−7.8% | Reduced |
| Sierra Capital LLC | 3,761 | $1.90M | 0.30% | +8+0.2% | Added |