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 |
|---|---|---|---|---|---|
| Columbia Trust Co 01012016 | 4,650 | $2.34M | 1.36% | +33+0.7% | Added |
| Financial Advocates Investment Management | 4,654 | $2.35M | 0.17% | −3−0.1% | Reduced |
| Naviter Wealth, LLC | 4,661 | $2.35M | 0.57% | +153+3.4% | Added |
| Hartford Financial Management Inc. | 4,666 | $2.35M | 0.60% | +42+0.9% | Added |
| Revolve Wealth Partners, LLC | 4,686 | $2.36M | 0.55% | −26−0.6% | Reduced |
| Beaumont Financial Advisors, LLC | 4,691 | $2.36M | 0.24% | +208+4.6% | Added |
| J.W. Cole Advisors, Inc. | 4,708 | $2.37M | 0.17% | +201+4.5% | Added |
| Prevail Innovative Wealth Advisors, LLC | 4,732 | $2.39M | 1.24% | +1,797+61.2% | Added |
| CIC Wealth, LLC | 4,750 | $2.39M | 0.86% | +1,432+43.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,750 | $2.40M | 0.58% | +1,027+27.6% | Added |
| Monte Financial Group, LLC | 4,758 | $2.40M | 1.21% | −12−0.3% | Reduced |
| SWS Partners | 4,768 | $2.40M | 0.89% | −1,752−26.9% | Reduced |
| Harvey Investment Co LLC | 4,776 | $2.41M | 0.32% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 4,780 | $2.41M | 0.58% | +1,069+28.8% | Added |
| Radnor Capital Management, LLC | 4,784 | $2.41M | 0.48% | +1,050+28.1% | Added |
| Simplify Asset Management Inc. | 4,785 | $2.41M | 0.40% | +3,788+379.9% | Added |
| Team Hewins, LLC | 4,788 | $2.41M | 0.55% | +4,788 | New |
| Harfst & Associates, Inc. | 4,790 | $2.42M | 0.68% | −23−0.5% | Reduced |
| Jag Capital Management, LLC | 4,796 | $2.42M | 0.29% | +950+24.7% | Added |
| Pictet Bank & Trust Ltd | 4,798 | $2.42M | 2.60% | −230−4.6% | Reduced |
| Sunbelt Securities, Inc. | 4,809 | $2.42M | 0.34% | +80+1.7% | Added |
| Lighthouse Investment Partners, LLC | 4,816 | $2.43M | 0.14% | +4,816 | New |
| Apexium Financial, LP | 4,817 | $2.43M | 0.24% | −38−0.8% | Reduced |
| Hartline Investment Corp | 4,825 | $2.43M | 0.44% | +174+3.7% | Added |
| Cape Ann Savings Bank | 4,827 | $2.43M | 1.71% | −40−0.8% | Reduced |
| Inscription Capital, LLC | 4,837 | $2.44M | 0.80% | −492−9.2% | Reduced |
| Brasada Capital Management, LP | 4,633 | $2.44M | 0.57% | +364+8.5% | Added |
| PDS Planning, Inc | 4,838 | $2.44M | 0.32% | +133+2.8% | Added |
| Ingalls & Snyder LLC | 4,844 | $2.44M | 0.12% | +73+1.5% | Added |
| Palouse Capital Management, Inc. | 4,845 | $2.44M | 1.81% | +47+1.0% | Added |
| Coastal Investment Advisors, Inc. | 5,103 | $2.45M | 0.56% | −100−1.9% | Reduced |
| Consilium Wealth Advisory, LLC | 4,865 | $2.45M | 1.72% | −73−1.5% | Reduced |
| Tobam | 4,867 | $2.45M | 0.20% | −283−5.5% | Reduced |
| Mather Group, LLC. | 4,880 | $2.46M | 0.04% | −230−4.5% | Reduced |
| Bank Hapoalim BM | 4,884 | $2.46M | 0.40% | −67−1.4% | Reduced |
| Tilt Investment Management Holdings, PBC | 4,926 | $2.48M | 1.77% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4,932 | $2.49M | 0.21% | +10.0% | Added |
| Alerus Financial NA | 4,933 | $2.49M | 0.22% | −1,028−17.2% | Reduced |
| Moser Wealth Advisors, LLC | 4,940 | $2.49M | 1.75% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 4,951 | $2.50M | 0.35% | −179−3.5% | Reduced |
| Consolidated Capital Management, LLC | 4,968 | $2.50M | 1.33% | −137−2.7% | Reduced |
| Tealwood Asset Management Inc | 4,969 | $2.50M | 1.29% | −18−0.4% | Reduced |
| Privium Fund Management (UK) Ltd | 4,976 | $2.51M | 1.96% | +1,476+42.2% | Added |
| Legacy Financial Advisors, Inc. | 4,978 | $2.51M | 0.50% | +503+11.2% | Added |
| Waypoint Capital Advisors, LLC | 4,984 | $2.51M | 0.84% | −18−0.4% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 5,000 | $2.52M | 0.03% | +5,000 | New |
| Chesapeake Wealth Management | 5,003 | $2.52M | 1.05% | −166−3.2% | Reduced |
| Northeast Investment Management | 5,010 | $2.53M | 0.15% | −4,060−44.8% | Reduced |
| Welch & Forbes LLC | 5,014 | $2.53M | 0.04% | +99+2.0% | Added |
| Park Place Capital Corp | 5,030 | $2.54M | 0.74% | −284−5.3% | Reduced |
| Marcum Wealth, LLC | 5,030 | $2.54M | 0.30% | +67+1.3% | Added |
| Sheets Smith Wealth Management | 5,044 | $2.54M | 0.39% | −25−0.5% | Reduced |
| IMA Wealth, Inc. | 5,050 | $2.55M | 0.66% | −5−0.1% | Reduced |
| RB Capital Management, LLC | 5,059 | $2.55M | 0.83% | +53+1.1% | Added |
| Caliber Wealth Management, LLC | 5,060 | $2.55M | 1.72% | +161+3.3% | Added |
| Saxon Interests, Inc. | 5,060 | $2.55M | 1.72% | +3,150+164.9% | Added |
| JNBA Financial Advisors | 5,072 | $2.56M | 0.32% | −6−0.1% | Reduced |
| WealthShield Partners, LLC | 5,073 | $2.56M | 0.39% | −4,558−47.3% | Reduced |
| Cornercap Investment Counsel Inc | 5,087 | $2.56M | 0.47% | +50+1.0% | Added |
| Warren Averett Asset Management, LLC | 5,088 | $2.57M | 0.11% | +407+8.7% | Added |
| Cassaday & Co Wealth Management LLC | 5,099 | $2.57M | 0.11% | +61+1.2% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 5,100 | $2.57M | 1.81% | +3,600+240.0% | Added |
| ProVise Management Group, LLC | 5,101 | $2.57M | 0.24% | +225+4.6% | Added |
| Aspiriant, LLC | 5,115 | $2.58M | 0.13% | +507+11.0% | Added |
| 180 Wealth Advisors, LLC | 5,150 | $2.60M | 0.58% | +190+3.8% | Added |
| NinePointTwo Capital | 5,153 | $2.60M | 1.06% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 5,185 | $2.61M | 0.37% | −12−0.2% | Reduced |
| Centaurus Financial, Inc. | 5,188 | $2.62M | 0.23% | −874−14.4% | Reduced |
| Cottage Street Advisors LLC | 5,190 | $2.62M | 1.92% | +77+1.5% | Added |
| Lake Street Financial LLC | 5,144 | $2.62M | 0.47% | +181+3.6% | Added |
| Ami Investment Management Inc | 5,208 | $2.63M | 1.18% | +1,344+34.8% | Added |
| Avestar Capital, LLC | 5,232 | $2.64M | 0.40% | +140+2.7% | Added |
| Insigneo Advisory Services, LLC | 5,236 | $2.64M | 0.54% | +275+5.5% | Added |
| Country Club Bank | 5,179 | $2.64M | 0.22% | +43+0.8% | Added |
| Sterling Investment Management, Inc. | 5,276 | $2.66M | 2.37% | −75−1.4% | Reduced |
| Dover Advisors, LLC | 5,287 | $2.67M | 2.70% | +9+0.2% | Added |
| Geller Advisors LLC | 5,330 | $2.69M | 0.31% | +672+14.4% | Added |
| BlueCrest Capital Management Ltd | 5,338 | $2.69M | 0.42% | +2,623+96.6% | Added |
| Blue Square Asset Management, LLC | 5,340 | $2.69M | 1.98% | +1,632+44.0% | Added |
| StoneX Group Inc. | 5,342 | $2.69M | 0.29% | +471+9.7% | Added |
| Insight Wealth Strategies, LLC | 5,347 | $2.70M | 0.52% | +447+9.1% | Added |
| Financial Perspectives, Inc | 5,361 | $2.70M | 1.24% | +540+11.2% | Added |
| Liberty One Investment Management, LLC | 5,375 | $2.71M | 0.39% | +303+6.0% | Added |
| Sentry Investment Management LLC | 5,379 | $2.71M | 1.30% | −1,091−16.9% | Reduced |
| Joel Isaacson & Co., LLC | 5,381 | $2.71M | 0.19% | +473+9.6% | Added |
| Eudaimonia Partners, LLC | 5,426 | $2.74M | 0.66% | +103+1.9% | Added |
| Alliance Wealth Advisors, LLC | 5,426 | $2.74M | 1.01% | +169+3.2% | Added |
| GPS Wealth Strategies Group, LLC | 5,439 | $2.74M | 0.53% | −219−3.9% | Reduced |
| Charles Carroll Financial Partners, LLC | 5,456 | $2.75M | 3.42% | −2,500−31.4% | Reduced |
| Signet Investment Advisory Group, Inc. | 5,475 | $2.76M | 1.83% | +524+10.6% | Added |
| TCWP LLC | 5,481 | $2.76M | 2.10% | +33+0.6% | Added |
| Manchester Capital Management LLC | 5,496 | $2.77M | 0.41% | +72+1.3% | Added |
| Fidelis Capital Partners, LLC | 5,500 | $2.77M | 0.95% | +286+5.5% | Added |
| Bigelow Investment Advisors, LLC | 5,502 | $2.77M | 1.59% | +14+0.3% | Added |
| Fifth Third Wealth Advisors LLC | 5,502 | $2.77M | 1.12% | +495+9.9% | Added |
| Spears Abacus Advisors LLC | 5,510 | $2.78M | 0.24% | +7+0.1% | Added |
| Richwood Investment Advisors, LLC | 5,549 | $2.80M | 2.85% | −12−0.2% | Reduced |
| Advisor OS, LLC | 5,550 | $2.80M | 0.42% | +500+9.9% | Added |
| Bay Rivers Group | 5,551 | $2.80M | 2.15% | +20+0.4% | Added |
| Dohj, LLC | 5,443 | $2.80M | 1.25% | +286+5.5% | Added |