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 |
|---|---|---|---|---|---|
| Armstrong Shaw Associates Inc | 12,286 | $6.19M | 6.51% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 12,293 | $6.20M | 0.10% | +962+8.5% | Added |
| SlateStone Wealth, LLC | 12,293 | $6.20M | 0.90% | +978+8.6% | Added |
| Sowell Financial Services LLC | 12,303 | $6.20M | 0.39% | −2,610−17.5% | Reduced |
| Duncker Streett & Co Inc | 12,311 | $6.21M | 1.44% | −50−0.4% | Reduced |
| Monetary Management Group Inc | 12,313 | $6.21M | 2.07% | −430−3.4% | Reduced |
| Jasper Ridge Partners, L.P. | 12,375 | $6.24M | 0.29% | 00.0% | Unchanged |
| PKO Investment Management Joint-Stock Co | 12,389 | $6.25M | 0.85% | −2,800−18.4% | Reduced |
| West Family Investments, Inc. | 12,397 | $6.25M | 2.18% | −239−1.9% | Reduced |
| Naples Global Advisors, LLC | 12,445 | $6.27M | 0.76% | +98+0.8% | Added |
| Cubic Asset Management, LLC | 12,484 | $6.29M | 1.73% | −376−2.9% | Reduced |
| Arjuna Capital | 12,492 | $6.30M | 2.26% | +107+0.9% | Added |
| Charter Trust Co | 12,509 | $6.31M | 0.50% | −29−0.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 12,514 | $6.31M | 0.61% | +1,730+16.0% | Added |
| Solidarilty Wealth, LLC | 12,612 | $6.36M | 2.30% | +1,580+14.3% | Added |
| Buckhead Capital Management LLC | 12,652 | $6.38M | 2.65% | −14−0.1% | Reduced |
| Trium Capital LLP | 12,708 | $6.41M | 0.12% | +120+1.0% | Added |
| GPM Growth Investors, Inc. | 12,712 | $6.41M | 3.35% | −191−1.5% | Reduced |
| Ballast, Inc. | 12,714 | $6.41M | 2.55% | +9+0.1% | Added |
| Nelson Capital Management, LLC | 12,730 | $6.42M | 1.57% | +47+0.4% | Added |
| Paradigm Financial Partners, LLC | 12,612 | $6.43M | 1.77% | +40+0.3% | Added |
| Perkins Coie Trust Co | 12,769 | $6.44M | 1.82% | −671−5.0% | Reduced |
| Puzo Michael J | 12,790 | $6.45M | 2.19% | +1,014+8.6% | Added |
| Capital Planning Advisors, LLC | 12,817 | $6.46M | 1.35% | −14−0.1% | Reduced |
| Griffin Asset Management, Inc. | 12,834 | $6.47M | 0.92% | +6,843+114.2% | Added |
| Marshall & Sullivan Inc | 12,879 | $6.49M | 3.78% | −148−1.1% | Reduced |
| Spinnaker Trust | 12,902 | $6.51M | 0.49% | −692−5.1% | Reduced |
| Chicago Trust Co NA | 12,939 | $6.52M | 1.64% | −700−5.1% | Reduced |
| Ocean Capital Management, LLC | 12,941 | $6.52M | 3.02% | +1,695+15.1% | Added |
| Perigon Wealth Management, LLC | 12,983 | $6.55M | 0.27% | −619−4.6% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 13,000 | $6.55M | 1.88% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 13,094 | $6.60M | 0.64% | −107−0.8% | Reduced |
| Asset Planning Services Inc | 13,095 | $6.60M | 4.33% | −1,260−8.8% | Reduced |
| Wesleyan Assurance Society | 13,100 | $6.61M | 0.73% | 00.0% | Unchanged |
| HGK Asset Management Inc | 13,114 | $6.61M | 2.16% | −10−0.1% | Reduced |
| Integrated Advisors Network LLC | 13,119 | $6.61M | 0.41% | −83−0.6% | Reduced |
| Fulton Bank, N.A. | 13,174 | $6.64M | 0.33% | +300+2.3% | Added |
| Field & Main Bank | 13,176 | $6.64M | 3.11% | +4,771+56.8% | Added |
| Gifford Fong Associates | 13,206 | $6.66M | 1.59% | 00.0% | Unchanged |
| Sky Investment Group LLC | 13,229 | $6.67M | 1.51% | +70+0.5% | Added |
| Fund Management at Engine No. 1 LLC | 13,248 | $6.68M | 1.06% | +1,127+9.3% | Added |
| Kingsview Wealth Management, LLC | 13,278 | $6.69M | 0.24% | −5,605−29.7% | Reduced |
| Lindbrook Capital, LLC | 13,337 | $6.72M | 0.75% | +122+0.9% | Added |
| Sandy Spring Bank | 13,368 | $6.74M | 0.37% | −21−0.2% | Reduced |
| ExodusPoint Capital Management, LP | 13,456 | $6.78M | 0.09% | +11,473+578.6% | Added |
| Ulland Investment Advisors, LLC | 13,459 | $6.79M | 7.46% | −111−0.8% | Reduced |
| Colonial Trust Co | 13,477 | $6.79M | 1.68% | −456−3.3% | Reduced |
| Olstein Capital Management, L.P. | 13,500 | $6.81M | 1.17% | −1,000−6.9% | Reduced |
| Harbour Capital Advisors, LLC | 13,567 | $6.84M | 2.05% | −1,698−11.1% | Reduced |
| Carderock Capital Management Inc | 13,613 | $6.86M | 2.30% | −342−2.5% | Reduced |
| Bellecapital International Ltd. | 13,630 | $6.87M | 1.72% | +273+2.0% | Added |
| Vanguard Capital Wealth Advisors | 13,674 | $6.89M | 6.39% | +55+0.4% | Added |
| Nemes Rush Group LLC | 13,681 | $6.90M | 1.25% | +640+4.9% | Added |
| Bogart Wealth, LLC | 13,685 | $6.90M | 0.43% | +289+2.2% | Added |
| Running Oak Capital LLC | 13,686 | $6.90M | 1.77% | +89+0.7% | Added |
| Sumitomo Life Insurance Co | 13,705 | $6.91M | 0.19% | −2,475−15.3% | Reduced |
| NEOS Investment Management LLC | 13,726 | $6.92M | 0.88% | +13,726 | New |
| Kidder Stephen W | 13,771 | $6.94M | 2.41% | +1,251+10.0% | Added |
| Asio Capital, LLC | 13,787 | $6.95M | 1.85% | +10+0.1% | Added |
| Pitcairn Co | 13,847 | $6.98M | 0.58% | +1,281+10.2% | Added |
| Madison Wealth Management | 13,938 | $7.03M | 1.48% | +61+0.4% | Added |
| Bank of Nova Scotia Trust Co | 13,939 | $7.03M | 0.83% | +2,360+20.4% | Added |
| CMH Wealth Management LLC | 14,001 | $7.06M | 1.97% | +694+5.2% | Added |
| Valeo Financial Advisors, LLC | 14,018 | $7.07M | 0.32% | +2,382+20.5% | Added |
| CAPROCK Group, Inc. | 14,062 | $7.09M | 0.54% | +233+1.7% | Added |
| Ritholtz Wealth Management | 14,122 | $7.12M | 0.32% | −2,244−13.7% | Reduced |
| KMG Fiduciary Partners, LLC | 14,153 | $7.14M | 0.94% | +946+7.2% | Added |
| Red Door Wealth Management, LLC | 14,162 | $7.14M | 1.79% | −869−5.8% | Reduced |
| Eagle Capital Management, LLC | 14,170 | $7.14M | 3.93% | −184−1.3% | Reduced |
| Asset Dedication, LLC | 13,864 | $7.14M | 0.61% | +275+2.0% | Added |
| Bedell Frazier Investment Counseling, LLC | 14,208 | $7.16M | 2.14% | +3,306+30.3% | Added |
| SOL Capital Management CO | 14,218 | $7.17M | 1.11% | −165−1.1% | Reduced |
| Weatherly Asset Management L. P. | 14,252 | $7.19M | 0.86% | −655−4.4% | Reduced |
| Lincoln National Corp | 14,382 | $7.25M | 0.15% | +10.0% | Added |
| Burns J W & Co Inc | 14,465 | $7.29M | 1.18% | +1,179+8.9% | Added |
| S&T Bank | 14,513 | $7.32M | 1.41% | −270−1.8% | Reduced |
| McKinley Carter Wealth Services, Inc. | 14,538 | $7.33M | 0.58% | −263−1.8% | Reduced |
| RNC Capital Management LLC | 14,540 | $7.33M | 0.45% | −892−5.8% | Reduced |
| Kingswood Wealth Advisors, LLC | 1,650 | $7.33M | 1.26% | −3,021−64.7% | Reduced |
| Mader & Shannon Wealth Management, Inc. | 14,548 | $7.33M | 4.82% | +386+2.7% | Added |
| Conning Inc. | 14,574 | $7.35M | 0.27% | −275−1.9% | Reduced |
| First Interstate Bank | 14,647 | $7.38M | 0.64% | −559−3.7% | Reduced |
| Thompson Investment Management, Inc. | 14,650 | $7.39M | 1.31% | −680−4.4% | Reduced |
| DAGCO, Inc. | 101,669 | $7.39M | 4.27% | +99,913+5,689.8% | Added |
| Liberty Capital Management, Inc. | 14,737 | $7.43M | 2.19% | −12−0.1% | Reduced |
| Coastline Trust Co | 14,763 | $7.44M | 1.10% | −695−4.5% | Reduced |
| Te Ahumairangi Investment Management Ltd | 14,801 | $7.46M | 1.21% | −3,365−18.5% | Reduced |
| Meritage Portfolio Management | 14,860 | $7.49M | 0.55% | −369−2.4% | Reduced |
| Blue Fin Capital, Inc. | 14,861 | $7.49M | 2.19% | +234+1.6% | Added |
| Marietta Wealth Management, LLC | 14,882 | $7.50M | 1.49% | −195−1.3% | Reduced |
| Alapocas Investment Partners, Inc. | 14,883 | $7.50M | 5.47% | +412+2.8% | Added |
| Jackson Wealth Management, LLC | 14,885 | $7.50M | 1.07% | +182+1.2% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 14,907 | $7.52M | 2.55% | +31+0.2% | Added |
| BTC Capital Management, Inc. | 14,925 | $7.53M | 0.87% | +375+2.6% | Added |
| Sigma Planning Corp | 14,969 | $7.55M | 0.28% | −1,206−7.5% | Reduced |
| Consolidated Planning Corp | 14,972 | $7.55M | 1.67% | −3,672−19.7% | Reduced |
| Gamco Investors, Inc. Et Al | 14,975 | $7.55M | 0.09% | −2,117−12.4% | Reduced |
| Sivik Global Healthcare LLC | 15,000 | $7.56M | 3.82% | +5,000+50.0% | Added |
| D L Carlson Investment Group Inc | 15,099 | $7.61M | 1.53% | −221−1.4% | Reduced |
| Rothschild Capital Partners, LLC | 15,179 | $7.65M | 3.00% | 00.0% | Unchanged |