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 |
|---|---|---|---|---|---|
| Anderson Hoagland & Co | 5,562 | $2.80M | 0.37% | −5−0.1% | Reduced |
| Chemung Canal Trust Co | 5,583 | $2.81M | 0.65% | +132+2.4% | Added |
| Circle Wealth Management, LLC | 5,585 | $2.82M | 0.07% | +1,113+24.9% | Added |
| Somerset Trust Co | 5,595 | $2.82M | 1.29% | −9−0.2% | Reduced |
| CWA Asset Management Group, LLC | 5,601 | $2.82M | 0.21% | −831−12.9% | Reduced |
| Brown Miller Wealth Management, LLC | 5,655 | $2.85M | 1.59% | −433−7.1% | Reduced |
| Wealth Alliance | 5,664 | $2.86M | 0.45% | −117−2.0% | Reduced |
| Gates Foundation TrustSuperinvestorGates Foundation Trust | 5,665 | $2.86M | 0.01% | +5,665 | New |
| PFG Investments, LLC | 5,678 | $2.86M | 0.54% | +807+16.6% | Added |
| Van Leeuwen & Company, LLC | 5,683 | $2.87M | 1.78% | +2,881+102.8% | Added |
| Sentinel Trust Co Lba | 5,690 | $2.87M | 0.41% | +140+2.5% | Added |
| Means Investment Co., Inc. | 5,702 | $2.88M | 0.47% | +352+6.6% | Added |
| Shepherd Financial Partners LLC | 5,714 | $2.88M | 0.45% | +309+5.7% | Added |
| Avantax Planning Partners, Inc. | 5,717 | $2.88M | 0.12% | +321+5.9% | Added |
| Legato Capital Management LLC | 5,730 | $2.89M | 0.42% | +132+2.4% | Added |
| RiverPark Advisors, LLC | 5,739 | $2.89M | 2.61% | +261+4.8% | Added |
| Van Cleef Asset Management,Inc | 5,775 | $2.91M | 0.46% | −25−0.4% | Reduced |
| Cunning Capital Partners, LP | 5,780 | $2.91M | 1.92% | +5,780 | Added |
| Sugarloaf Wealth Management, LLC | 5,783 | $2.92M | 0.74% | +214+3.8% | Added |
| MU Investments Co., Ltd. | 5,720 | $2.92M | 3.90% | −100−1.7% | Reduced |
| Eads & Heald Wealth Management | 5,790 | $2.92M | 1.53% | −64−1.1% | Reduced |
| AXS Investments LLC | 5,820 | $2.93M | 0.76% | +2,036+53.8% | Added |
| Valmark Advisers, Inc. | 5,852 | $2.95M | 0.06% | −48−0.8% | Reduced |
| Lyell Wealth Management, LP | 5,880 | $2.96M | 0.40% | +115+2.0% | Added |
| Sepio Capital, LP | 5,886 | $2.97M | 0.26% | −642−9.8% | Reduced |
| Rossmore Private Capital | 5,889 | $2.97M | 0.45% | −10.0% | Reduced |
| Gyroscope Capital Management Group, LLC | 5,893 | $2.97M | 0.68% | +1,630+38.2% | Added |
| David Loasby | 5,820 | $2.97M | 0.33% | +229+4.1% | Added |
| Relyea Zuckerberg Hanson LLC | 5,896 | $2.97M | 0.68% | −98−1.6% | Reduced |
| Harbour Investments, Inc. | 5,910 | $2.98M | 0.15% | −1,394−19.1% | Reduced |
| Rehmann Capital Advisory Group | 5,912 | $2.98M | 0.28% | −148−2.4% | Reduced |
| AdvisorNet Financial, Inc | 5,922 | $2.99M | 0.27% | −2,769−31.9% | Reduced |
| Commonwealth Retirement Investments LLC | 5,925 | $2.99M | 1.72% | +271+4.8% | Added |
| Bell Bank | 5,930 | $2.99M | 0.33% | +228+4.0% | Added |
| Next Century Growth Investors LLC | 5,931 | $2.99M | 0.33% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 5,938 | $2.99M | 0.51% | +227+4.0% | Added |
| Patten Group, Inc. | 5,978 | $3.01M | 0.90% | −242−3.9% | Reduced |
| Darwin Advisors, LLC | 5,992 | $3.02M | 0.81% | +221+3.8% | Added |
| Peachtree Investment Partners, LLC | 5,997 | $3.02M | 1.54% | −403−6.3% | Reduced |
| RDA Financial Network | 6,004 | $3.03M | 1.31% | +245+4.3% | Added |
| Investment Research & Advisory Group, Inc. | 6,018 | $3.03M | 1.74% | +31+0.5% | Added |
| AIMZ Investment Advisors, LLC | 6,043 | $3.05M | 1.36% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 6,045 | $3.05M | 0.86% | −300−4.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 6,055 | $3.05M | 0.50% | +18+0.3% | Added |
| Northside Capital Management, LLC | 6,081 | $3.07M | 0.71% | +10.0% | Added |
| Cox Capital Mgt LLC | 6,092 | $3.07M | 2.16% | +452+8.0% | Added |
| Platte River Wealth Advisors, LLC | 6,094 | $3.07M | 1.12% | +224+3.8% | Added |
| San Luis Wealth Advisors LLC | 6,111 | $3.08M | 1.48% | −6−0.1% | Reduced |
| Smithfield Trust Co | 6,077 | $3.08M | 0.19% | −20−0.3% | Reduced |
| Leeward Financial Partners, LLC | 6,115 | $3.08M | 1.71% | +575+10.4% | Added |
| Lineweaver Wealth Advisors, LLC | 6,123 | $3.09M | 0.90% | +195+3.3% | Added |
| Verition Fund Management LLC | 6,145 | $3.10M | 0.04% | +2,754+81.2% | Added |
| Granite Bay Wealth Management, LLC | 6,300 | $3.10M | 0.03% | +6,300 | New |
| Wealth Architects, LLC | 6,173 | $3.11M | 0.53% | −10−0.2% | Reduced |
| Wambolt & Associates, LLC | 6,082 | $3.13M | 1.14% | +394+6.9% | Added |
| Parkwood LLC | 6,234 | $3.14M | 0.57% | −441−6.6% | Reduced |
| Capital Asset Advisory Services LLC | 6,008 | $3.15M | 0.22% | +1,094+22.3% | Added |
| Red Cedar Investment Management, LLC | 6,267 | $3.16M | 0.48% | +58+0.9% | Added |
| Dempze Nancy E | 6,270 | $3.16M | 2.84% | +232+3.8% | Added |
| Chemistry Wealth Management LLC | 6,278 | $3.17M | 1.05% | −311−4.7% | Reduced |
| Symmetry Partners, LLC | 6,306 | $3.18M | 0.17% | −8,456−57.3% | Reduced |
| Sweet Financial Partners, LLC | 6,306 | $3.18M | 0.84% | +427+7.3% | Added |
| Baker Tilly Wealth Management, LLC | 6,328 | $3.19M | 0.53% | −5,955−48.5% | Reduced |
| Brady Family Wealth, LLC | 6,338 | $3.20M | 1.24% | +17+0.3% | Added |
| Elmwood Wealth Management, Inc. | 6,340 | $3.20M | 1.54% | −10−0.2% | Reduced |
| Handelsinvest Investeringsforvaltning | 6,341 | $3.20M | 1.11% | −65−1.0% | Reduced |
| Claro Advisors LLC | 6,343 | $3.20M | 0.80% | +1,215+23.7% | Added |
| Bank of Hawaii | 6,362 | $3.21M | 0.18% | −43−0.7% | Reduced |
| My Legacy Advisors, LLC | 6,034 | $3.21M | 1.30% | +238+4.1% | Added |
| Robertson Stephens Wealth Management, LLC | 6,364 | $3.21M | 0.22% | +357+5.9% | Added |
| Fukoku Mutual Life Insurance Co | 6,370 | $3.21M | 0.29% | +1,156+22.2% | Added |
| M&R Capital Management Inc | 6,371 | $3.21M | 0.88% | +70+1.1% | Added |
| Nordwand Advisors, LLC | 6,375 | $3.21M | 0.64% | −1,090−14.6% | Reduced |
| Lloyd Advisory Services, LLC. | 6,383 | $3.22M | 1.06% | +6,383 | New |
| Norden Group LLC | 6,383 | $3.22M | 1.06% | +6,383 | New |
| Capstone Investment Advisors, LLC | 6,398 | $3.23M | 0.09% | +6,398 | New |
| Vise Technologies, Inc. | 6,413 | $3.23M | 0.79% | +650+11.3% | Added |
| Capital City Trust Co | 6,415 | $3.23M | 1.07% | +203+3.3% | Added |
| Greenfield Savings Bank | 6,416 | $3.23M | 2.03% | −5−0.1% | Reduced |
| Strategic Financial Services, Inc, | 6,421 | $3.24M | 0.25% | −50−0.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 6,424 | $3.24M | 0.40% | −64−1.0% | Reduced |
| Channel Wealth LLC | 6,424 | $3.24M | 1.81% | +775+13.7% | Added |
| Decatur Capital Management, Inc. | 6,449 | $3.25M | 2.35% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 6,483 | $3.27M | 0.42% | +404+6.6% | Added |
| Capricorn Fund Managers Ltd | 6,484 | $3.27M | 1.13% | +3,284+102.6% | Added |
| Legacy Wealth Management, LLC | 6,485 | $3.27M | 1.70% | −102−1.5% | Reduced |
| JB Capital LLC | 6,498 | $3.28M | 0.28% | −4,063−38.5% | Reduced |
| Hilltop Holdings Inc. | 6,517 | $3.29M | 0.41% | +20+0.3% | Added |
| RFG Advisory, LLC | 6,524 | $3.29M | 0.15% | +1,386+27.0% | Added |
| First Horizon Advisors, Inc. | 6,526 | $3.29M | 0.12% | −74−1.1% | Reduced |
| Desjardins Global Asset Management Inc. | 6,530 | $3.29M | 0.36% | +670+11.4% | Added |
| Carret Asset Management, LLC | 6,535 | $3.29M | 0.46% | +312+5.0% | Added |
| NorthRock Partners, LLC | 6,543 | $3.30M | 0.34% | +693+11.8% | Added |
| Stratos Wealth Advisors, LLC | 6,558 | $3.31M | 0.22% | +1,948+42.3% | Added |
| Grove Bank & Trust | 6,559 | $3.31M | 0.67% | +677+11.5% | Added |
| Parisi Gray Wealth Management | 6,567 | $3.31M | 1.50% | +52+0.8% | Added |
| Renasant Bank | 6,569 | $3.31M | 2.79% | −302−4.4% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,593 | $3.32M | 1.68% | +293+4.7% | Added |
| Jessup Wealth Management, Inc | 6,610 | $3.33M | 1.92% | +291+4.6% | Added |
| Wrapmanager Inc | 6,614 | $3.34M | 1.07% | −4−0.1% | Reduced |