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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; 3,394 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
3,145
+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
1,122 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.

Institutional holdersQ3 2023: 3,145 institutions
Q1 2021: 2,516 institutionsQ2 2021: 2,592 institutionsQ3 2021: 2,573 institutionsQ4 2021: 2,909 institutionsQ1 2022: 2,966 institutionsQ2 2022: 2,965 institutionsQ3 2022: 2,999 institutionsQ4 2022: 3,160 institutionsQ1 2023: 3,115 institutionsQ2 2023: 3,137 institutionsQ3 2023: 3,145 institutionsQ4 2023: 3,422 institutionsQ1 2024: 3,385 institutionsQ2 2024: 3,407 institutionsQ3 2024: 3,477 institutionsQ4 2024: 3,685 institutionsQ1 2025: 3,614 institutionsQ2 2025: 3,186 institutionsQ3 2025: 3,169 institutionsQ4 2025: 3,312 institutionsQ1 2026: 3,055 institutionsQ2 2026: 3,394 institutions
Value heldQ3 2023: $407.5B
Q1 2021: $307.3BQ2 2021: $330.1BQ3 2021: $321.7BQ4 2021: $413.9BQ1 2022: $418.3BQ2 2022: $422.0BQ3 2022: $413.5BQ4 2022: $434.2BQ1 2023: $383.6BQ2 2023: $388.4BQ3 2023: $407.5BQ4 2023: $428.0BQ1 2024: $398.9BQ2 2024: $411.9BQ3 2024: $474.6BQ4 2024: $409.5BQ1 2025: $424.3BQ2 2025: $241.1BQ3 2025: $253.5BQ4 2025: $248.2BQ1 2026: $202.4BQ2 2026: $325.1B
Institutions holding UNH and their total value by quarter
QuarterHoldersValue
Q2 20263,394$325.1B
Q1 20263,055$202.4B
Q4 20253,312$248.2B
Q3 20253,169$253.5B
Q2 20253,186$241.1B
Q1 20253,614$424.3B
Q4 20243,685$409.5B
Q3 20243,477$474.6B
Q2 20243,407$411.9B
Q1 20243,385$398.9B
Q4 20233,422$428.0B
Q3 20233,145$407.5B
Q2 20233,137$388.4B
Q1 20233,115$383.6B
Q4 20223,160$434.2B
Q3 20222,999$413.5B
Q2 20222,965$422.0B
Q1 20222,966$418.3B
Q4 20212,909$413.9B
Q3 20212,573$321.7B
Q2 20212,592$330.1B
Q1 20212,516$307.3B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q2 2023.

Institutions holding UNH in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Hoese & Co LLP198$99.8K0.10%00.0%Unchanged
New Millennium Group LLC199$100.5K0.09%−11−5.2%Reduced
Slocum, Gordon & Co LLP200$100.8K0.09%00.0%Unchanged
University of Texas/Texas Am Investment Managment Co202$101.8K0.04%+202New
McClarren Financial Advisors, Inc.205$103.0K0.09%+1+0.5%Added
Avion Wealth211$106.0K0.03%+27+14.7%Added
Mine & Arao Wealth Creation & Management, LLC.211$106.4K0.06%−44−17.3%Reduced
Financial Connections Group, Inc.214$107.0K0.13%−13−5.7%Reduced
Halpern Financial, Inc.216$108.9K0.04%+89+70.1%Added
Cassady Schiller Wealth Management, LLC219$110.4K0.06%+49+28.8%Added
Mizuho Securities Co. Ltd.220$110.9K0.52%+220New
Candriam Luxembourg S.C.A.436,697$111.1K0.00%−45,129−9.4%Reduced
Maj Invest Holding A/S222$112.0K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC228$115.0K0.02%+4+1.8%Added
Delta Asset Management LLC229$115.5K0.01%00.0%Unchanged
Canton Hathaway, LLC230$116.0K0.04%00.0%Unchanged
Tradewinds Capital Management, LLC238$120.0K0.04%00.0%Unchanged
First PREMIER Bank240$121.0K0.04%00.0%Unchanged
TD Capital Management LLC242$122.0K0.01%+1+0.4%Added
Activest Wealth Management243$122.3K0.08%+1+0.4%Added
Rowland & Co Investment Counsel245$123.5K0.03%−44−15.2%Reduced
Edentree Asset Management Ltd250$126.1K0.05%−2,000−88.9%Reduced
Kapitalo Investimentos Ltda252$127.1K0.02%−521−67.4%Reduced
Blue Bell Private Wealth Management, LLC260$131.2K0.04%+6+2.4%Added
Compass Wealth Management LLC266$134.1K0.04%−71−21.1%Reduced
Riggs Asset Managment Co. Inc.274$138.1K0.05%−9,063−97.1%Reduced
Blume Capital Management, Inc.275$138.7K0.04%00.0%Unchanged
Hills Bank & Trust Co280$141.2K0.02%00.0%Unchanged
Dunhill Financial, LLC271$141.9K0.09%+10+3.8%Added
Abound Wealth Management295$148.8K0.06%+35+13.5%Added
Natixis Investment Managers International297$149.7K0.01%−81−21.4%Reduced
Register Financial Advisors LLC301$151.7K0.11%+3+1.0%Added
Addison Advisors LLC304$153.3K0.07%+63+26.1%Added
Mendota Financial Group, LLC307$154.8K0.16%−50−14.0%Reduced
Stone House Investment Management, LLC314$158.5K0.06%−74−19.1%Reduced
HighMark Wealth Management LLC319$160.9K0.13%00.0%Unchanged
TSFG, LLC320$161.0K0.06%00.0%Unchanged
PSI Advisors, LLC327$164.9K0.07%+46+16.4%Added
Boyd Watterson Asset Management LLC331$166.9K0.07%−2−0.6%Reduced
Dakota Community Bank & Trust NA332$167.4K1.07%+22+7.1%Added
Roth Financial Partners LLC333$167.9K0.11%00.0%Unchanged
Your Advocates Ltd., LLP350$176.5K0.11%−40−10.3%Reduced
FSC Wealth Advisors, LLC351$177.0K0.18%00.0%Unchanged
Virtus Investment Advisers, Inc.358$180.5K0.12%+115+47.3%Added
Tortoise Investment Management, LLC360$181.5K0.03%+10+2.9%Added
Financial Freedom, LLC362$182.7K0.13%00.0%Unchanged
KB Financial Partners, LLC367$185.0K0.05%−79−17.7%Reduced
Wolff Wiese Magana LLC368$185.5K0.15%−7−1.9%Reduced
Beacon Capital Management, LLC392$188.4K0.05%00.0%Unchanged
Old Second National Bank of Aurora378$190.6K0.06%−19−4.8%Reduced
Founders Capital Management383$193.2K0.15%−8−2.0%Reduced
Atticus Wealth Management, LLC383$193.2K0.07%00.0%Unchanged
Winch Advisory Services, LLC384$194.0K0.07%+1+0.3%Added
Pin Oak Investment Advisors Inc386$195.0K0.22%+16+4.3%Added
Transamerica Financial Advisors, Inc.390$197.0K0.03%+82+26.6%Added
Hanson & Doremus Investment Management395$199.0K0.04%+41+11.6%Added
Second Half Financial Partners, LLC397$200.2K0.10%−5,042−92.7%Reduced
Redhawk Wealth Advisors, Inc.398$200.5K0.07%+398New
Francis Financial, Inc.398$200.7K0.10%+398New
Wealthstar Advisors, LLC398$201.1K0.09%+398New
Harbor Group, Inc.399$201.1K0.11%+399New
Fidelity D & D Bancorp Inc400$201.7K0.21%+400New
Kohmann Bosshard Financial Services, LLC400$201.7K0.03%+400New
O'Keefe Stevens Advisory, Inc.400$201.7K0.09%+400New
Partners in Financial Planning400$201.7K0.05%+400New
Jackson Thornton Asset Management, LLC401$202.2K0.04%+401New
AFS Financial Group, LLC401$202.2K0.14%+401New
Itau Unibanco Holding S.A.402$202.7K0.01%−111−21.6%Reduced
Two Sigma Securities, LLC403$203.2K0.01%+403New
V2 Financial group LLC403$203.2K0.15%+403New
McAdam, LLC403$203.3K0.02%+403New
AJ Advisors, LLC406$204.8K0.15%+406New
Shakespeare Wealth Management, Inc.407$205.0K0.07%+407New
Sage Investment Advisers LLC407$205.2K0.28%+407New
Foundation Wealth Management, LLC408$205.7K0.21%+408New
Old Mission Investment Co LLC410$206.8K0.08%+410New
UMA Financial Services, Inc.393$206.9K0.05%+393New
Verus Financial Partners, Inc.384$207.3K0.03%−28−6.8%Reduced
BIP Wealth, LLC411$207.3K0.02%−109−21.0%Reduced
Wick Capital Partners, LLC412$207.7K0.12%+412New
Mystic Asset Management, Inc.412$207.7K0.12%+412New
Northwest Investment Counselors, LLC413$208.0K0.06%+20+5.1%Added
Intrepid Capital Management Inc414$208.7K0.14%−1−0.2%Reduced
Omnia Family Wealth, LLC414$208.7K0.13%+414New
O'Brien Greene & Co. Inc414$208.7K0.08%+414New
Woodward Diversified Capital, LLC414$208.7K0.15%+414New
Stony Point Wealth Management Inc.397$209.1K0.11%+397New
Pinnacle Wealth Management Group, Inc.415$209.2K0.19%+415New
Delta Investment Management, LLC416$209.5K0.06%+416New
Trust Co416$209.7K0.03%+381+1,088.6%Added
Edge Wealth Management LLC417$210.2K0.05%−26−5.9%Reduced
Boothbay Fund Management, LLC417$210.2K0.01%+417New
TFC Financial Management417$210.3K0.05%+30+7.8%Added
Summit Asset Management, LLC418$210.8K0.06%00.0%Unchanged
Costello Asset Management, INC419$211.3K0.19%+419New
Tilson Financial Group, Inc.420$212.0K0.17%−7−1.6%Reduced
Eldridge Investment Advisors, Inc.420$212.0K0.07%00.0%Unchanged
Landmark Financial Advisors, LLC422$212.8K0.09%00.0%Unchanged
Analyst IMS Investment Management Services Ltd.417$213.0K0.01%+417New
Emfo, LLC425$214.3K0.20%00.0%Unchanged