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 |
|---|---|---|---|---|---|
| Buckley Wealth Management, LLC | 3,761 | $1.90M | 0.71% | −1,984−34.5% | Reduced |
| Steel Peak Wealth Management LLC | 3,768 | $1.90M | 0.12% | −177−4.5% | Reduced |
| Crescent Grove Advisors, LLC | 3,777 | $1.90M | 0.24% | −372−9.0% | Reduced |
| Cynosure Management, LLC | 3,777 | $1.90M | 0.58% | +16+0.4% | Added |
| Doliver Advisors, LP | 3,790 | $1.91M | 0.58% | −60−1.6% | Reduced |
| Cobblestone Capital Advisors LLC | 3,798 | $1.91M | 0.14% | −129−3.3% | Reduced |
| Highview Capital Management LLC | 3,813 | $1.92M | 1.10% | −30−0.8% | Reduced |
| Mayflower Financial Advisors, LLC | 3,815 | $1.92M | 0.29% | +25+0.7% | Added |
| MONECO Advisors, LLC | 3,819 | $1.93M | 0.52% | −19−0.5% | Reduced |
| Delta Financial Advisors LLC | 3,821 | $1.93M | 0.87% | +121+3.3% | Added |
| Romano Brothers and Company | 3,834 | $1.93M | 0.30% | +30+0.8% | Added |
| Keel Point, LLC | 3,835 | $1.93M | 0.27% | +391+11.4% | Added |
| Catalyst Financial Partners LLC | 3,839 | $1.94M | 0.62% | +649+20.3% | Added |
| CFO4Life Group, LLC | 3,844 | $1.94M | 0.45% | −159−4.0% | Reduced |
| Groesbeck Investment Management Corp | 3,846 | $1.94M | 2.94% | +283+7.9% | Added |
| Left Brain Wealth Management, LLC | 3,849 | $1.94M | 1.21% | −4,385−53.3% | Reduced |
| DT Investment Partners, LLC | 3,859 | $1.95M | 0.24% | +2,422+168.5% | Added |
| Strategic Blueprint, LLC | 3,867 | $1.95M | 0.18% | +274+7.6% | Added |
| Farther Finance Advisors, LLC | 3,889 | $1.96M | 0.31% | +335+9.4% | Added |
| Strategic Investment Advisors | 3,897 | $1.96M | 0.32% | +104+2.7% | Added |
| Altfest L J & Co Inc | 3,898 | $1.97M | 0.31% | +187+5.0% | Added |
| Independence Bank of Kentucky | 3,908 | $1.97M | 0.83% | +507+14.9% | Added |
| MidWestOne Financial Group, Inc. | 3,911 | $1.97M | 0.45% | −334−7.9% | Reduced |
| L.M. Kohn & Company | 3,928 | $1.98M | 0.72% | +3+0.1% | Added |
| Tudor Investment Corp Et Al | 3,939 | $1.99M | 0.03% | −10,357−72.4% | Reduced |
| Herold Advisors, Inc. | 3,966 | $2.00M | 0.61% | +293+8.0% | Added |
| Stableford Capital II LLC | 3,788 | $2.00M | 0.92% | −165−4.2% | Reduced |
| 9258 Wealth Management, LLC | 3,983 | $2.01M | 0.39% | +72+1.8% | Added |
| George Kaiser Family Foundation | 3,984 | $2.01M | 0.38% | 00.0% | Unchanged |
| First Nebraska Trust Co | 3,995 | $2.01M | 0.25% | +62+1.6% | Added |
| Monetta Financial Services Inc | 4,000 | $2.02M | 2.20% | 00.0% | Unchanged |
| Viking Fund Management LLC | 4,000 | $2.02M | 0.41% | 00.0% | Unchanged |
| Waycross Partners, LLC | 4,000 | $2.02M | 0.45% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 4,034 | $2.03M | 1.21% | 00.0% | Unchanged |
| Ahl Investment Management, Inc. | 4,037 | $2.04M | 1.81% | +260+6.9% | Added |
| Paralel Advisors LLC | 4,047 | $2.04M | 0.11% | +44+1.1% | Added |
| Creegan & Nassoura Financial Group, LLC | 4,060 | $2.05M | 1.59% | 00.0% | Unchanged |
| NVWM, LLC | 4,061 | $2.05M | 0.67% | +88+2.2% | Added |
| First Business Financial Services, Inc. | 4,078 | $2.06M | 0.26% | +139+3.5% | Added |
| Oarsman Capital, Inc. | 4,081 | $2.06M | 0.86% | +26+0.6% | Added |
| Opal Wealth Advisors, LLC | 4,083 | $2.06M | 1.20% | +82+2.0% | Added |
| Alpha DNA Investment Management LLC | 4,097 | $2.07M | 1.33% | −19−0.5% | Reduced |
| Frisch Financial Group, Inc. | 4,101 | $2.07M | 0.84% | −41−1.0% | Reduced |
| Lawson Kroeker Investment Management Inc | 4,116 | $2.08M | 0.46% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 4,116 | $2.08M | 0.79% | +47+1.2% | Added |
| Lincluden Management Ltd | 4,121 | $2.08M | 0.25% | −5−0.1% | Reduced |
| Confluence Wealth Services, Inc. | 4,130 | $2.08M | 0.41% | +531+14.8% | Added |
| Ellenbecker Investment Group | 4,132 | $2.08M | 0.54% | +3,388+455.4% | Added |
| Triangle Securities Wealth Management | 4,150 | $2.09M | 0.74% | −22−0.5% | Reduced |
| Magnus Financial Group LLC | 4,155 | $2.09M | 0.31% | +75+1.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,165 | $2.10M | 0.08% | +421+11.2% | Added |
| Court Place Advisors, LLC | 4,184 | $2.11M | 0.75% | −40−0.9% | Reduced |
| IFG Advisory, LLC | 4,192 | $2.11M | 0.18% | +4,192 | New |
| Courier Capital LLC | 4,197 | $2.12M | 0.18% | −324−7.2% | Reduced |
| Aries Wealth Management | 3,937 | $2.12M | 0.83% | +273+7.5% | Added |
| Schear Investment Advisers, LLC | 4,227 | $2.13M | 2.30% | −206−4.6% | Reduced |
| Menard Financial Group LLC | 4,244 | $2.14M | 3.09% | +391+10.1% | Added |
| Mach-1 Financial Group, Inc. | 4,256 | $2.15M | 0.90% | −53−1.2% | Reduced |
| Rothschild Investment Corp | 4,259 | $2.15M | 0.18% | +342+8.7% | Added |
| Hollencrest Capital Management | 4,259 | $2.15M | 0.24% | 00.0% | Unchanged |
| Certified Advisory Corp | 43,600 | $2.15M | 0.40% | +43,600 | New |
| Oak Associates, Ltd | 4,269 | $2.15M | 0.18% | +100+2.4% | Added |
| Cahill Financial Advisors Inc | 4,272 | $2.15M | 0.36% | −22−0.5% | Reduced |
| Kathmere Capital Management, LLC | 4,301 | $2.17M | 0.32% | +672+18.5% | Added |
| Townsend & Associates, Inc | 4,144 | $2.17M | 0.46% | −2,591−38.5% | Reduced |
| InterOcean Capital Group, LLC | 4,331 | $2.18M | 0.07% | +343+8.6% | Added |
| Parsons Capital Management Inc | 4,343 | $2.19M | 0.17% | +635+17.1% | Added |
| Davidson Capital Management Inc. | 4,357 | $2.20M | 1.09% | +1,353+45.0% | Added |
| International Assets Investment Management, LLC | 4,383 | $2.21M | 0.30% | +379+9.5% | Added |
| Vantage Financial Partners Ltd., Inc. | 4,392 | $2.21M | 1.27% | −98−2.2% | Reduced |
| S&CO Inc | 4,404 | $2.22M | 0.18% | +125+2.9% | Added |
| Accretive Wealth Partners, LLC | 4,421 | $2.23M | 1.33% | +16+0.4% | Added |
| Glassman Wealth Services | 4,435 | $2.24M | 0.36% | +2,203+98.7% | Added |
| Personal Cfo Solutions, LLC | 4,439 | $2.24M | 0.44% | +73+1.7% | Added |
| StrongBox Wealth, LLC | 4,444 | $2.24M | 1.43% | +228+5.4% | Added |
| Optas, LLC | 4,447 | $2.24M | 0.75% | +138+3.2% | Added |
| New England Research & Management, Inc. | 4,460 | $2.25M | 1.28% | +1,820+68.9% | Added |
| Core Wealth Advisors, Inc. | 4,472 | $2.25M | 0.92% | +117+2.7% | Added |
| Hall Capital Management Co Inc | 4,476 | $2.26M | 1.45% | +816+22.3% | Added |
| Ledge Wealth Management, Inc. | 4,488 | $2.26M | 1.02% | +533+13.5% | Added |
| Applied Capital LLC | 4,496 | $2.27M | 2.26% | −27−0.6% | Reduced |
| Alternative Investment Advisors, LLC. | 4,509 | $2.27M | 1.59% | +4,509 | New |
| Partners Capital Investment Group, LLP | 4,521 | $2.28M | 0.05% | +980+27.7% | Added |
| Freedom Day Solutions, LLC | 4,524 | $2.28M | 1.00% | −84−1.8% | Reduced |
| WP Advisors, LLC | 4,548 | $2.29M | 0.95% | +47+1.0% | Added |
| Marion Wealth Management | 4,563 | $2.30M | 0.81% | +116+2.6% | Added |
| Trust Co of Toledo NA | 4,565 | $2.30M | 0.45% | +1,290+39.4% | Added |
| Roof Eidam & Maycock | 4,570 | $2.30M | 0.76% | +256+5.9% | Added |
| Aft, Forsyth & Sober, LLC | 4,575 | $2.31M | 0.97% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,305 | $2.31M | 0.03% | +473+12.3% | Added |
| Strategic Investment Solutions, Inc. | 4,695 | $2.31M | 0.03% | +4,621+6,244.6% | Added |
| Oak Asset Management, LLC | 4,595 | $2.32M | 0.99% | +51+1.1% | Added |
| Continuum Advisory, LLC | 4,604 | $2.32M | 0.37% | −41−0.9% | Reduced |
| JT Stratford LLC | 4,605 | $2.32M | 0.60% | +387+9.2% | Added |
| Eqis Capital Management, Inc. | 4,610 | $2.32M | 0.28% | +486+11.8% | Added |
| Voya Financial Advisors, Inc. | 4,561 | $2.33M | 0.29% | +4+0.1% | Added |
| McDonald Partners LLC | 4,622 | $2.33M | 0.76% | −31−0.7% | Reduced |
| Ashford Capital Management Inc | 4,624 | $2.33M | 0.34% | −20−0.4% | Reduced |
| Affinity Investment Advisors, LLC | 4,645 | $2.34M | 1.51% | −157−3.3% | Reduced |
| Alaethes Wealth LLC | 4,646 | $2.34M | 1.28% | +171+3.8% | Added |