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 |
|---|---|---|---|---|---|
| Jaffetilchin Investment Partners, LLC | 9,903 | $4.99M | 0.55% | +281+2.9% | Added |
| Eclectic Associates Inc | 9,918 | $5.00M | 2.54% | −298−2.9% | Reduced |
| Blue Zone Wealth Advisors, LLC | 9,947 | $5.02M | 2.20% | +239+2.5% | Added |
| Cigna Investments Inc | 9,964 | $5.02M | 1.15% | −1,319−11.7% | Reduced |
| Trinity Legacy Partners, LLC | 10,002 | $5.04M | 1.74% | +713+7.7% | Added |
| Connecticut Wealth Management, LLC | 10,073 | $5.08M | 0.35% | −3,187−24.0% | Reduced |
| Intrust Bank NA | 10,076 | $5.08M | 0.65% | +35+0.3% | Added |
| K.J. Harrison & Partners Inc | 10,161 | $5.12M | 1.16% | −200−1.9% | Reduced |
| Goodwin Daniel L | 10,180 | $5.13M | 2.48% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 10,204 | $5.14M | 0.97% | +3,498+52.2% | Added |
| Mirador Capital Partners LP | 10,212 | $5.15M | 1.17% | +365+3.7% | Added |
| Heirloom Wealth Management | 10,223 | $5.15M | 2.29% | −65−0.6% | Reduced |
| Duff & Phelps Investment Management Co | 10,243 | $5.16M | 0.07% | +9+0.1% | Added |
| Chatham Capital Group, Inc. | 10,249 | $5.17M | 1.15% | +198+2.0% | Added |
| Constitution Capital LLC | 10,258 | $5.17M | 3.52% | −406−3.8% | Reduced |
| Merit Financial Group, LLC | 10,318 | $5.20M | 0.17% | +2,065+25.0% | Added |
| Mechanics Bank Trust Department | 10,347 | $5.22M | 0.87% | +174+1.7% | Added |
| Northeast Financial Consultants Inc | 10,351 | $5.22M | 0.33% | +16+0.2% | Added |
| Moloney Securities Asset Management, LLC | 10,376 | $5.23M | 0.94% | −249−2.3% | Reduced |
| Tranquility Partners, LLC | 10,403 | $5.25M | 2.25% | +832+8.7% | Added |
| Pinnacle Holdings, LLC | 10,404 | $5.25M | 2.46% | −1,022−8.9% | Reduced |
| Weik Capital Management | 10,427 | $5.26M | 2.59% | +61+0.6% | Added |
| Meeder Advisory Services, Inc. | 10,444 | $5.27M | 0.66% | −1,774−14.5% | Reduced |
| Keeler Thomas Management LLC | 10,462 | $5.27M | 1.95% | −308−2.9% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 10,451 | $5.27M | 0.13% | +10,451 | New |
| Fairhaven Wealth Management, LLC | 10,451 | $5.27M | 2.10% | +75+0.7% | Added |
| GM Advisory Group, Inc. | 10,491 | $5.29M | 0.43% | −50.0% | Reduced |
| Bank of New Hampshire | 10,496 | $5.29M | 1.59% | −125−1.2% | Reduced |
| NBW Capital LLC | 10,530 | $5.31M | 1.30% | +30+0.3% | Added |
| Csenge Advisory Group | 10,636 | $5.36M | 0.37% | −74−0.7% | Reduced |
| Capital Analysts, LLC | 10,652 | $5.37M | 0.30% | +6+0.1% | Added |
| Bayesian Capital Management, LP | 10,700 | $5.39M | 0.62% | +1,150+12.0% | Added |
| Buck Wealth Strategies, LLC | 10,724 | $5.41M | 2.17% | +410+4.0% | Added |
| City Holding Co | 10,802 | $5.45M | 0.97% | +1,063+10.9% | Added |
| Centre Asset Management, LLC | 10,808 | $5.45M | 1.33% | −378−3.4% | Reduced |
| Warther Private Wealth, LLC | 10,826 | $5.46M | 3.63% | +5,800+115.4% | Added |
| Atlantic Trust, LLC | 10,834 | $5.46M | 1.80% | −1,524−12.3% | Reduced |
| Nations Financial Group Inc, | 10,853 | $5.47M | 0.55% | +1,231+12.8% | Added |
| Arden Trust Co | 10,874 | $5.48M | 0.91% | −213−1.9% | Reduced |
| Trust Asset Management LLC | 10,941 | $5.52M | 0.59% | 00.0% | Unchanged |
| Rice Partnership, LLC | 10,963 | $5.53M | 1.56% | +255+2.4% | Added |
| Fullerton Fund Management Co Ltd. | 10,964 | $5.53M | 0.39% | +1,306+13.5% | Added |
| Souders Financial Advisors | 10,974 | $5.53M | 1.06% | +634+6.1% | Added |
| Keebeck Wealth Management, LLC | 10,980 | $5.54M | 0.96% | +192+1.8% | Added |
| Lynch Asset Management, Inc. | 11,000 | $5.55M | 3.65% | −1,500−12.0% | Reduced |
| Portside Wealth Group, LLC | 10,999 | $5.55M | 1.04% | +107+1.0% | Added |
| Unison Asset Management LLC | 11,035 | $5.56M | 3.66% | +130+1.2% | Added |
| Connable Office Inc | 11,054 | $5.57M | 0.77% | −1,805−14.0% | Reduced |
| Montag A & Associates Inc | 11,083 | $5.59M | 0.35% | −46−0.4% | Reduced |
| Proequities, Inc. | 11,084 | $5.59M | 0.43% | +92+0.8% | Added |
| Canal Capital Management, LLC | 11,085 | $5.59M | 1.14% | +10+0.1% | Added |
| JCIC Asset Management Inc. | 11,120 | $5.61M | 2.84% | −275−2.4% | Reduced |
| Mizuho Markets Americas LLC | 11,163 | $5.63M | 0.21% | +11,163 | New |
| Ameritas Advisory Services, LLC | 10,675 | $5.63M | 0.28% | +4,268+66.6% | Added |
| Quadrant Capital Group LLC | 11,174 | $5.63M | 0.56% | +135+1.2% | Added |
| DFPG Investments, LLC | 10,476 | $5.65M | 0.53% | +1,551+17.4% | Added |
| Nikulski Financial, Inc. | 11,223 | $5.66M | 2.34% | +608+5.7% | Added |
| Ontario Teachers Pension Plan Board | 11,237 | $5.67M | 0.06% | +322+3.0% | Added |
| Deltec Asset Management LLC | 11,250 | $5.67M | 1.29% | +2,000+21.6% | Added |
| Wade G W & Inc | 11,251 | $5.67M | 0.21% | +667+6.3% | Added |
| Western Wealth Management, LLC | 11,275 | $5.68M | 0.48% | +939+9.1% | Added |
| Reliant Investment Management, LLC | 11,292 | $5.69M | 3.32% | +186+1.7% | Added |
| Plancorp, LLC | 11,320 | $5.71M | 0.31% | +322+2.9% | Added |
| Change Path, LLC | 11,367 | $5.73M | 0.41% | +226+2.0% | Added |
| Gs Investments, Inc. | 11,382 | $5.74M | 3.27% | −16−0.1% | Reduced |
| Acropolis Investment Management, LLC | 11,386 | $5.74M | 0.44% | −214−1.8% | Reduced |
| Great Lakes Retirement, Inc. | 11,416 | $5.76M | 1.04% | +464+4.2% | Added |
| Thematics Asset Management | 11,428 | $5.76M | 0.28% | −1,878−14.1% | Reduced |
| Stiles Financial Services Inc | 11,465 | $5.78M | 3.00% | +501+4.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 11,475 | $5.79M | 0.26% | −324−2.7% | Reduced |
| GDS Wealth Management | 11,491 | $5.79M | 0.91% | +1,393+13.8% | Added |
| Barbara Oil Co. | 11,500 | $5.80M | 2.75% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 11,535 | $5.82M | 0.38% | +15+0.1% | Added |
| Innovis Asset Management LLC | 11,556 | $5.83M | 2.24% | −39−0.3% | Reduced |
| Lountzis Asset Management, LLC | 11,574 | $5.83M | 3.26% | 00.0% | Unchanged |
| Arrow Financial Corp | 11,607 | $5.85M | 0.69% | −353−3.0% | Reduced |
| Horizon Investment Services, LLC | 11,696 | $5.90M | 3.55% | −104−0.9% | Reduced |
| RBA Wealth Management, LLC | 11,701 | $5.90M | 2.84% | +77+0.7% | Added |
| Waldron Private Wealth LLC | 11,712 | $5.91M | 0.31% | +631+5.7% | Added |
| Meridian Wealth Advisors, LLC | 11,714 | $5.91M | 1.48% | +202+1.8% | Added |
| Vestmark Advisory Solutions, Inc. | 11,728 | $5.91M | 0.43% | −34,514−74.6% | Reduced |
| Private Trust Co NA | 11,743 | $5.92M | 0.78% | −194−1.6% | Reduced |
| Whalerock Point Partners, LLC | 11,759 | $5.93M | 2.05% | +379+3.3% | Added |
| Oversea-Chinese Banking CORP Ltd | 11,808 | $5.95M | 0.27% | −194−1.6% | Reduced |
| Vestor Capital, LLC | 11,818 | $5.96M | 0.65% | −38,621−76.6% | Reduced |
| Clearstead Advisors, LLC | 11,937 | $6.02M | 0.37% | +350+3.0% | Added |
| Bristlecone Advisors, LLC | 11,945 | $6.02M | 0.68% | +493+4.3% | Added |
| Community Bank & Trust, Waco, Texas | 11,934 | $6.03M | 2.14% | +174+1.5% | Added |
| Resources Management Corp | 12,002 | $6.05M | 0.99% | −305−2.5% | Reduced |
| Essex Financial Services, Inc. | 12,028 | $6.06M | 0.70% | −122−1.0% | Reduced |
| Kinneret Advisory, LLC | 12,051 | $6.08M | 0.75% | −7−0.1% | Reduced |
| Univest Financial Corp | 12,051 | $6.08M | 2.03% | −10.0% | Reduced |
| Globeflex Capital L P | 12,055 | $6.08M | 0.71% | 00.0% | Unchanged |
| NBC Securities, Inc. | 12,067 | $6.08M | 0.67% | +12,067 | New |
| Brown Shipley& Co Ltd | 12,076 | $6.09M | 3.35% | +1,039+9.4% | Added |
| Culbertson A N & Co Inc | 12,090 | $6.10M | 1.22% | +115+1.0% | Added |
| Icon Wealth Partners, LLC | 12,106 | $6.10M | 0.69% | −3,778−23.8% | Reduced |
| Pegasus Partners Ltd. | 12,153 | $6.13M | 0.86% | +605+5.2% | Added |
| Lake Street Advisors Group, LLC | 12,172 | $6.14M | 0.36% | +53+0.4% | Added |
| Value Partners Investments Inc. | 12,238 | $6.18M | 0.51% | +161+1.3% | Added |