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 |
|---|---|---|---|---|---|
| Wunderlich Capital Managemnt | 6,625 | $3.34M | 1.65% | −43−0.6% | Reduced |
| Fairbanks Capital Management, Inc. | 6,626 | $3.34M | 2.81% | +315+5.0% | Added |
| Centric Wealth Management | 6,628 | $3.34M | 1.40% | +574+9.5% | Added |
| DF Dent & Co Inc | 6,634 | $3.34M | 0.05% | −87−1.3% | Reduced |
| Valley Brook Capital Group | 6,641 | $3.35M | 3.31% | +106+1.6% | Added |
| Occidental Asset Management, LLC | 6,647 | $3.35M | 0.78% | +116+1.8% | Added |
| Covenant Asset Management, LLC | 6,669 | $3.36M | 1.04% | −2,386−26.4% | Reduced |
| Pathway Financial Advisers, LLC | 6,680 | $3.37M | 1.39% | +6,680 | New |
| Flagship Harbor Advisors, LLC | 6,700 | $3.38M | 0.28% | +120+1.8% | Added |
| Redwood Investment Management, LLC | 6,740 | $3.40M | 0.30% | +3,845+132.8% | Added |
| Wedmont Private Capital | 6,455 | $3.40M | 0.34% | +1,468+29.4% | Added |
| Royal Capital Wealth Management, LLC | 6,765 | $3.41M | 3.27% | +11+0.2% | Added |
| Bollard Group LLC | 6,779 | $3.42M | 0.13% | −1,009−13.0% | Reduced |
| Gunn & Co Investment Management, Inc. | 6,796 | $3.43M | 3.01% | +6,796 | New |
| Atlas Private Wealth Management | 6,798 | $3.43M | 1.84% | +122+1.8% | Added |
| Birch Capital Management, LLC | 6,812 | $3.43M | 2.17% | +594+9.6% | Added |
| Archford Capital Strategies, LLC | 6,817 | $3.44M | 0.69% | +181+2.7% | Added |
| Page Arthur B | 6,841 | $3.45M | 3.58% | +25+0.4% | Added |
| We Are One Seven, LLC | 6,843 | $3.45M | 0.27% | +349+5.4% | Added |
| MRP Capital Investments, LLC | 6,575 | $3.45M | 3.83% | +3,776+134.9% | Added |
| Stokes Family Office, LLC | 6,848 | $3.45M | 0.41% | +383+5.9% | Added |
| Gratus Capital LLC | 6,860 | $3.46M | 0.24% | +193+2.9% | Added |
| SevenBridge Financial Group, LLC | 6,888 | $3.47M | 0.90% | +417+6.4% | Added |
| LGT Fund Management Co Ltd. | 6,760 | $3.48M | 1.69% | +860+14.6% | Added |
| Berkshire Bank | 6,914 | $3.49M | 1.00% | +5+0.1% | Added |
| Pinnacle West Asset Management, Inc. | 6,920 | $3.49M | 3.42% | +255+3.8% | Added |
| CenterBook Partners LP | 6,928 | $3.49M | 0.44% | −5,079−42.3% | Reduced |
| Shayne & Co., LLC | 6,947 | $3.50M | 1.17% | +6,947 | New |
| Cypress Capital Group | 6,948 | $3.50M | 0.51% | −1,085−13.5% | Reduced |
| Kerrisdale Advisers, LLC | 7,040 | $3.55M | 1.12% | −1,608−18.6% | Reduced |
| Condor Capital Management | 7,045 | $3.55M | 0.44% | +223+3.3% | Added |
| Foster & Motley Inc | 7,070 | $3.56M | 0.29% | −409−5.5% | Reduced |
| MPS Loria Financial Planners, LLC | 7,083 | $3.57M | 1.40% | +26+0.4% | Added |
| Notis-McConarty Edward | 7,110 | $3.58M | 1.46% | +624+9.6% | Added |
| Delaney Dennis R | 7,126 | $3.59M | 2.32% | +1,371+23.8% | Added |
| Strategic Wealth Partners, Ltd. | 7,133 | $3.60M | 0.47% | −1,447−16.9% | Reduced |
| Proquility Private Wealth Partners, LLC | 7,172 | $3.62M | 1.48% | −26−0.4% | Reduced |
| Wintrust Investments LLC | 7,196 | $3.63M | 0.38% | +825+12.9% | Added |
| Fosun International Ltd | 7,229 | $3.64M | 0.59% | +1,660+29.8% | Added |
| Delta Capital Management LLC | 7,245 | $3.65M | 2.74% | −140−1.9% | Reduced |
| Cinctive Capital Management LP | 7,247 | $3.65M | 0.20% | +7,247 | New |
| Roanoke Asset Management Corp | 7,255 | $3.66M | 1.50% | −15−0.2% | Reduced |
| Broadleaf Partners, LLC | 7,258 | $3.66M | 1.22% | −7,427−50.6% | Reduced |
| Laidlaw Wealth Management LLC | 7,267 | $3.66M | 1.21% | −2,434−25.1% | Reduced |
| Canandaigua National Bank & Trust Co | 7,269 | $3.66M | 0.59% | −181−2.4% | Reduced |
| Great Diamond Partners, LLC | 7,272 | $3.67M | 0.99% | +239+3.4% | Added |
| VGI Partners Ltd | 7,275 | $3.67M | 0.82% | −1,800−19.8% | Reduced |
| TrinityPoint Wealth, LLC | 7,285 | $3.67M | 0.73% | +1,093+17.7% | Added |
| Bensler, LLC | 7,293 | $3.68M | 0.71% | +19+0.3% | Added |
| TCG Advisory Services, LLC | 7,309 | $3.69M | 0.57% | +892+13.9% | Added |
| Forum Financial Management, LP | 7,330 | $3.70M | 0.08% | +6+0.1% | Added |
| B.O.S.S. Retirement Advisors, LLC | 7,362 | $3.71M | 0.80% | +1,054+16.7% | Added |
| S.E.E.D. Planning Group LLC | 7,375 | $3.72M | 1.43% | +367+5.2% | Added |
| Abbrea Capital, LLC | 7,400 | $3.73M | 0.59% | +114+1.6% | Added |
| Harrell Investment Partners, LLC | 7,253 | $3.73M | 1.27% | −1,502−17.2% | Reduced |
| Graypoint LLC | 7,407 | $3.73M | 0.35% | +895+13.7% | Added |
| Wolverine Trading, LLC | 7,407 | $3.73M | 0.04% | −192,977−96.3% | Reduced |
| Accredited Investors Inc. | 7,409 | $3.74M | 0.28% | −13−0.2% | Reduced |
| Bulltick Wealth Management, LLC | 7,410 | $3.74M | 0.93% | −6,599−47.1% | Reduced |
| Principle Wealth Partners LLC | 7,411 | $3.74M | 0.38% | +173+2.4% | Added |
| South State Corp. | 7,417 | $3.74M | 0.35% | −208−2.7% | Reduced |
| Financial Partners Group, LLC | 7,420 | $3.74M | 1.79% | 00.0% | Unchanged |
| Bank Pictet & Cie (Asia) Ltd | 7,446 | $3.75M | 1.11% | +804+12.1% | Added |
| Piscataqua Savings Bank | 7,455 | $3.76M | 3.28% | −103−1.4% | Reduced |
| Westover Capital Advisors, LLC | 7,468 | $3.77M | 1.36% | −471−5.9% | Reduced |
| Advocate Group LLC | 7,498 | $3.78M | 0.88% | +197+2.7% | Added |
| Hohimer Wealth Management, LLC | 7,500 | $3.78M | 1.08% | −100−1.3% | Reduced |
| BFSG, LLC | 7,510 | $3.79M | 0.61% | +132+1.8% | Added |
| Perfromance Wealth Partners, LLC | 7,527 | $3.80M | 0.18% | +833+12.4% | Added |
| Greenline Partners, LLC | 7,559 | $3.81M | 0.72% | −60−0.8% | Reduced |
| Banco de Sabadell, S.A | 7,585 | $3.83M | 3.32% | −296−3.8% | Reduced |
| Harbour Investment Management LLC | 7,621 | $3.84M | 2.19% | −51−0.7% | Reduced |
| Belpointe Asset Management LLC | 7,623 | $3.84M | 0.40% | +1,092+16.7% | Added |
| Soltis Investment Advisors LLC | 7,633 | $3.85M | 0.50% | +2,872+60.3% | Added |
| Financial Advisory Partners, LLC | 7,644 | $3.85M | 1.55% | −28−0.4% | Reduced |
| Pavadi Capital LLC | 7,711 | $3.89M | 5.06% | −824−9.7% | Reduced |
| Accurate Wealth Management, LLC | 7,245 | $3.89M | 1.22% | +4,259+142.6% | Added |
| PEAK6 Investments LLC | 7,718 | $3.89M | 0.19% | −8,574−52.6% | Reduced |
| Compton Wealth Advisory Group, LLC | 7,729 | $3.90M | 1.34% | +153+2.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 7,775 | $3.92M | 0.51% | −149−1.9% | Reduced |
| Murphy Pohlad Asset Management LLC | 7,777 | $3.92M | 1.72% | 00.0% | Unchanged |
| Elgethun Capital Management | 7,812 | $3.94M | 1.19% | +19+0.2% | Added |
| Barings LLC | 7,824 | $3.94M | 0.13% | +464+6.3% | Added |
| NatWest Group plc | 7,856 | $3.96M | 2.06% | −107−1.3% | Reduced |
| Affiance Financial, LLC | 7,858 | $3.96M | 2.01% | −8−0.1% | Reduced |
| Summit Trail Advisors, LLC | 7,872 | $3.97M | 0.15% | −596−7.0% | Reduced |
| RSM US Wealth Management LLC | 7,879 | $3.97M | 0.14% | +200+2.6% | Added |
| Union Heritage Capital, LLC | 7,900 | $3.98M | 2.26% | 00.0% | Unchanged |
| Family Legacy, Inc. | 7,911 | $3.99M | 1.67% | −33−0.4% | Reduced |
| Studio Investment Management LLC | 7,918 | $3.99M | 1.11% | +1,084+15.9% | Added |
| Hyman Charles D | 7,956 | $4.01M | 0.26% | +117+1.5% | Added |
| Sitrin Capital Management LLC | 7,999 | $4.03M | 2.52% | −967−10.8% | Reduced |
| Daymark Wealth Partners, LLC | 117,785 | $4.03M | 0.28% | +109,404+1,305.4% | Added |
| Gouws Capital LLC | 8,011 | $4.04M | 3.43% | +72+0.9% | Added |
| New Hampshire Trust | 8,074 | $4.07M | 1.11% | +149+1.9% | Added |
| Forefront Wealth Management Inc. | 8,076 | $4.07M | 5.71% | +22+0.3% | Added |
| Cordatus Wealth Management LLC | 8,078 | $4.07M | 3.72% | −187−2.3% | Reduced |
| Gotham Asset Management, LLC | 8,160 | $4.11M | 0.09% | −3,884−32.2% | Reduced |
| Transcend Wealth Collective, LLC | 8,172 | $4.12M | 0.40% | −1,588−16.3% | Reduced |
| Mattern Wealth Management LLC | 8,174 | $4.12M | 1.21% | +97+1.2% | Added |