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 |
|---|---|---|---|---|---|
| SNS Financial Group, LLC | 8,186 | $4.13M | 0.54% | +64+0.8% | Added |
| Shorepoint Capital Partners LLC | 8,208 | $4.14M | 1.21% | +507+6.6% | Added |
| Farmers Trust Co | 8,218 | $4.14M | 0.96% | −44−0.5% | Reduced |
| West Branch Capital LLC | 8,230 | $4.15M | 2.18% | +193+2.4% | Added |
| Thompson Siegel & Walmsley LLC | 8,246 | $4.16M | 0.07% | +2,520+44.0% | Added |
| Equitable Trust Co | 8,258 | $4.16M | 0.34% | −35−0.4% | Reduced |
| Strategic Advisors LLC | 8,266 | $4.17M | 0.82% | +310+3.9% | Added |
| BOK Financial Private Wealth, Inc. | 8,270 | $4.17M | 0.36% | −932−10.1% | Reduced |
| Scott & Selber, Inc. | 8,281 | $4.17M | 1.73% | −20−0.2% | Reduced |
| Qtron Investments LLC | 8,291 | $4.18M | 0.80% | −968−10.5% | Reduced |
| Private Wealth Strategies, L.L.C. | 8,298 | $4.18M | 1.04% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 8,304 | $4.19M | 0.63% | −693−7.7% | Reduced |
| Financial Advisory Service, Inc. | 8,355 | $4.21M | 0.45% | +364+4.6% | Added |
| Raab & Moskowitz Asset Management LLC | 8,368 | $4.22M | 1.49% | +39+0.5% | Added |
| Dorchester Wealth Management Co | 8,399 | $4.23M | 0.86% | −375−4.3% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 8,399 | $4.23M | 2.51% | +160+1.9% | Added |
| Pensionfund Sabic | 8,400 | $4.24M | 1.49% | −300−3.4% | Reduced |
| Kennedy Capital Management, Inc. | 8,403 | $4.24M | 0.10% | +1,266+17.7% | Added |
| Regency Capital Management Inc. | 8,481 | $4.28M | 3.63% | −3,191−27.3% | Reduced |
| Moors & Cabot, Inc. | 8,494 | $4.28M | 0.29% | +260+3.2% | Added |
| Ally Financial Inc. | 8,500 | $4.29M | 0.63% | +5,500+183.3% | Added |
| Little House Capital LLC | 8,503 | $4.29M | 1.76% | +1,133+15.4% | Added |
| Beverly Hills Private Wealth, LLC | 8,520 | $4.30M | 1.28% | −7,130−45.6% | Reduced |
| Otter Creek Advisors, LLC | 8,530 | $4.30M | 4.48% | +3,530+70.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 8,539 | $4.31M | 0.27% | −2,677−23.9% | Reduced |
| Becker Capital Management Inc | 8,542 | $4.31M | 0.17% | −1,641−16.1% | Reduced |
| Eagle Rock Investment Company, LLC | 8,590 | $4.33M | 0.98% | +206+2.5% | Added |
| TFG Advisers LLC | 8,591 | $4.33M | 2.04% | +241+2.9% | Added |
| Independent Financial Group, LLC | 8,593 | $4.33M | 0.28% | +2,034+31.0% | Added |
| Clear Harbor Asset Management, LLC | 8,611 | $4.34M | 0.45% | −10−0.1% | Reduced |
| SageView Advisory Group, LLC | 8,674 | $4.37M | 0.25% | +370+4.5% | Added |
| Templeton & Phillips Capital Management, LLC | 8,676 | $4.37M | 4.61% | +8,096+1,395.9% | Added |
| MMBG Investment Advisors Co. | 8,683 | $4.38M | 0.55% | +310+3.7% | Added |
| Shufro Rose & Co LLC | 8,692 | $4.38M | 0.42% | −259−2.9% | Reduced |
| Larson Financial Group LLC | 8,693 | $4.38M | 0.43% | +528+6.5% | Added |
| Sandhill Capital Partners LLC | 8,709 | $4.39M | 0.41% | −230−2.6% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 8,735 | $4.40M | 1.30% | +129+1.5% | Added |
| Benson Investment Management Company, Inc. | 8,735 | $4.40M | 2.47% | +6+0.1% | Added |
| Alcosta Capital Management, Inc. | 8,737 | $4.41M | 3.67% | +32+0.4% | Added |
| Nicollet Investment Management, Inc. | 8,766 | $4.42M | 1.98% | +416+5.0% | Added |
| Community Bank, N.A. | 8,795 | $4.43M | 0.62% | +345+4.1% | Added |
| Winton Group Ltd | 8,809 | $4.44M | 0.37% | +2,481+39.2% | Added |
| Capital Insight Partners, LLC | 8,820 | $4.45M | 1.01% | +208+2.4% | Added |
| Orleans Capital Management Corp | 8,852 | $4.46M | 3.32% | +25+0.3% | Added |
| DeDora Capital, Inc. | 8,853 | $4.46M | 1.76% | +326+3.8% | Added |
| Clarius Group, LLC | 8,868 | $4.47M | 0.43% | −2,462−21.7% | Reduced |
| Fortis Group Advisors, LLC | 9,480 | $4.48M | 1.37% | −18−0.2% | Reduced |
| Legacy CG, LLC | 8,915 | $4.49M | 2.09% | +614+7.4% | Added |
| Plimoth Trust Co LLC | 8,916 | $4.50M | 1.41% | −30−0.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 8,918 | $4.50M | 0.49% | +74+0.8% | Added |
| Koshinski Asset Management, Inc. | 8,929 | $4.50M | 0.52% | −636−6.6% | Reduced |
| Journey Advisory Group, LLC | 8,954 | $4.51M | 0.67% | +269+3.1% | Added |
| China Universal Asset Management Co., Ltd. | 9,010 | $4.54M | 1.32% | 00.0% | Unchanged |
| Optimum Investment Advisors | 9,020 | $4.55M | 2.33% | +150+1.7% | Added |
| Bowen Hanes & Co Inc | 9,043 | $4.56M | 0.15% | −875−8.8% | Reduced |
| Stanley-Laman Group, Ltd. | 9,067 | $4.57M | 0.78% | −242−2.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,077 | $4.58M | 0.31% | +26+0.3% | Added |
| Moody Lynn & Lieberson, LLC | 9,077 | $4.58M | 0.39% | +22+0.2% | Added |
| HBW Advisory Services LLC | 9,107 | $4.59M | 0.96% | −740−7.5% | Reduced |
| Peloton Wealth Strategists | 9,140 | $4.61M | 2.12% | +165+1.8% | Added |
| Bond & Devick Financial Network, Inc. | 9,142 | $4.61M | 2.96% | −835−8.4% | Reduced |
| Citizens Business Bank | 9,151 | $4.61M | 1.08% | −152−1.6% | Reduced |
| Veriti Management LLC | 9,164 | $4.62M | 0.53% | +1,165+14.6% | Added |
| Lindenwold Advisors | 9,172 | $4.62M | 2.88% | +18+0.2% | Added |
| Cornerstone Wealth Group, LLC | 9,197 | $4.64M | 0.82% | −1,758−16.0% | Reduced |
| Lakeview Capital Partners, LLC | 9,218 | $4.65M | 0.90% | +10+0.1% | Added |
| Bryn Mawr Trust Co | 9,269 | $4.67M | 0.21% | −42−0.5% | Reduced |
| PFG Advisors | 9,270 | $4.67M | 0.42% | −3,040−24.7% | Reduced |
| Ibex Wealth Advisors | 9,274 | $4.68M | 1.19% | +9,274 | New |
| Arkadios Wealth Advisors | 9,280 | $4.68M | 0.44% | +602+6.9% | Added |
| Icon Advisers Inc | 9,319 | $4.70M | 1.16% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 9,346 | $4.71M | 1.51% | +252+2.8% | Added |
| Stamos Capital Partners, L.P. | 9,370 | $4.72M | 1.05% | +1,680+21.8% | Added |
| Gateway Advisory, LLC | 9,399 | $4.74M | 0.97% | +226+2.5% | Added |
| Martin Capital Partners, LLC | 9,462 | $4.77M | 2.01% | 00.0% | Unchanged |
| Viawealth, LLC | 9,476 | $4.78M | 3.51% | +173+1.9% | Added |
| Liontrust Investment Partners LLP | 9,500 | $4.79M | 0.08% | −52,068−84.6% | Reduced |
| TrimTabs Asset Management, LLC | 9,505 | $4.79M | 2.55% | +1,545+19.4% | Added |
| Legacy Private Trust Co. | 9,521 | $4.80M | 0.41% | +1,743+22.4% | Added |
| Glen Eagle Advisors, LLC | 9,522 | $4.80M | 1.11% | −408−4.1% | Reduced |
| De Burlo Group Inc | 9,535 | $4.81M | 0.84% | −70−0.7% | Reduced |
| Investment House LLC | 9,555 | $4.82M | 0.38% | +15+0.2% | Added |
| Tower View Investment Management & Research LLC | 9,560 | $4.82M | 3.39% | −30.0% | Reduced |
| IHT Wealth Management, LLC | 9,561 | $4.82M | 0.24% | +443+4.9% | Added |
| J. W. Coons Advisors, LLC | 9,566 | $4.82M | 1.39% | −270−2.7% | Reduced |
| LexAurum Advisors, LLC | 9,616 | $4.85M | 1.42% | −21−0.2% | Reduced |
| Bray Capital Advisors | 9,616 | $4.85M | 1.48% | +50+0.5% | Added |
| Lavaca Capital LLC | 9,648 | $4.86M | 1.75% | −98−1.0% | Reduced |
| Alley Investment Management Company, LLC | 9,664 | $4.87M | 0.83% | −70−0.7% | Reduced |
| Simmons Bank | 9,672 | $4.88M | 0.43% | −3,361−25.8% | Reduced |
| PACK Private Wealth, LLC | 9,492 | $4.88M | 3.65% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 9,697 | $4.89M | 0.30% | −114−1.2% | Reduced |
| Ayrshire Capital Management LLC | 9,745 | $4.91M | 3.18% | +17+0.2% | Added |
| Holderness Investments Co | 9,767 | $4.92M | 1.92% | −40−0.4% | Reduced |
| Cypress Asset Management Inc | 9,840 | $4.94M | 1.65% | +1,709+21.0% | Added |
| Institutional & Family Asset Management, LLC | 9,813 | $4.95M | 0.81% | +25+0.3% | Added |
| River Wealth Advisors LLC | 9,850 | $4.97M | 0.89% | +655+7.1% | Added |
| Johnson Financial Group, Inc. | 9,869 | $4.98M | 0.35% | −206−2.0% | Reduced |
| Syon Capital LLC | 9,878 | $4.98M | 0.62% | +9,878 | New |
| First National Bank of Mount Dora, Trust Investment Services | 9,889 | $4.99M | 1.47% | −40−0.4% | Reduced |