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 |
|---|---|---|---|---|---|
| Checchi Capital Advisers, LLC | 15,229 | $7.68M | 0.71% | +781+5.4% | Added |
| Lester Murray Antman dba SimplyRich | 15,276 | $7.70M | 3.74% | −17−0.1% | Reduced |
| Walleye Capital LLC | 15,309 | $7.72M | 0.11% | +15,309 | New |
| Busey Wealth Management | 15,317 | $7.72M | 0.33% | −351−2.2% | Reduced |
| Integrated Wealth Concepts LLC | 15,327 | $7.73M | 0.14% | +326+2.2% | Added |
| Redwood Investments, LLC | 15,350 | $7.74M | 1.05% | −92−0.6% | Reduced |
| Dynamic Advisor Solutions LLC | 15,396 | $7.76M | 0.37% | +434+2.9% | Added |
| Sigma Investment Counselors Inc | 15,402 | $7.77M | 0.59% | −209−1.3% | Reduced |
| Capital Investment Advisors, LLC | 15,466 | $7.80M | 0.22% | −29−0.2% | Reduced |
| Schechter Investment Advisors, LLC | 15,488 | $7.81M | 0.76% | +574+3.8% | Added |
| NorthCrest Asset Manangement, LLC | 15,503 | $7.82M | 0.32% | +438+2.9% | Added |
| Fundamentun, LLC | 15,519 | $7.82M | 1.17% | +936+6.4% | Added |
| Timber Creek Capital Management LLC | 15,530 | $7.83M | 2.83% | +1,165+8.1% | Added |
| Argonautica Private Wealth Management, Inc | 15,542 | $7.84M | 3.52% | −20.0% | Reduced |
| Global Retirement Partners, LLC | 15,430 | $7.88M | 0.40% | +131+0.9% | Added |
| HRT Financial LP | 15,636 | $7.88M | 0.08% | +7,528+92.8% | Added |
| Brighton Jones LLC | 15,639 | $7.89M | 0.40% | +1,320+9.2% | Added |
| AMG National Trust Bank | 15,664 | $7.90M | 0.28% | −143−0.9% | Reduced |
| Legacy Advisors, LLC | 15,667 | $7.90M | 1.27% | +1,062+7.3% | Added |
| North Star Asset Management Inc | 15,679 | $7.91M | 0.45% | +3,280+26.5% | Added |
| Americana Partners, LLC | 15,615 | $7.91M | 0.85% | +2,526+19.3% | Added |
| HBK Sorce Advisory LLC | 15,734 | $7.93M | 0.35% | +1,004+6.8% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 15,795 | $7.96M | 2.66% | +2,781+21.4% | Added |
| IFP Advisors, Inc | 15,842 | $7.99M | 0.36% | +676+4.5% | Added |
| Adviser Investments LLC | 15,858 | $8.00M | 0.17% | +1,153+7.8% | Added |
| Empire Life Investments Inc. | 15,858 | $8.00M | 0.59% | 00.0% | Unchanged |
| L & S Advisors Inc | 15,863 | $8.00M | 1.15% | +9,671+156.2% | Added |
| Saranac Partners Ltd | 15,875 | $8.00M | 4.50% | +28+0.2% | Added |
| Cozad Asset Management Inc | 15,890 | $8.01M | 1.04% | +728+4.8% | Added |
| Sheaff Brock Investment Advisors, LLC | 15,947 | $8.04M | 0.81% | −36−0.2% | Reduced |
| Zions Bancorporation, N.A. | 15,960 | $8.05M | 0.71% | +35+0.2% | Added |
| Texas Capital Bank Wealth Management Services Inc | 15,990 | $8.06M | 1.02% | −3,032−15.9% | Reduced |
| FourThought Financial Partners, LLC | 16,036 | $8.09M | 1.13% | +653+4.2% | Added |
| Andra AP-fonden | 16,200 | $8.17M | 0.48% | −2,500−13.4% | Reduced |
| Cyrus J. Lawrence, LLC | 16,217 | $8.18M | 2.24% | −130−0.8% | Reduced |
| Miracle Mile Advisors, LLC | 16,301 | $8.22M | 0.25% | +9,177+128.8% | Added |
| Ledyard National Bank | 16,325 | $8.23M | 0.94% | +70.0% | Added |
| Savant Capital, LLC | 16,349 | $8.24M | 0.12% | −521−3.1% | Reduced |
| Blue Edge Capital, LLC | 16,464 | $8.30M | 1.74% | +302+1.9% | Added |
| Winmill & Co. Inc | 16,475 | $8.31M | 3.04% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 16,510 | $8.32M | 0.06% | −2,378−12.6% | Reduced |
| Highland Capital Management, LLC | 16,510 | $8.32M | 0.57% | −814−4.7% | Reduced |
| Goelzer Investment Management, Inc. | 16,514 | $8.33M | 0.59% | −126−0.8% | Reduced |
| Thoroughbred Financial Services, LLC | 16,517 | $8.33M | 0.82% | +5,838+54.7% | Added |
| Oxbow Advisors, LLC | 16,580 | $8.36M | 1.32% | +785+5.0% | Added |
| Verdence Capital Advisors LLC | 16,599 | $8.37M | 0.91% | +2,340+16.4% | Added |
| Tradition Wealth Management, LLC | 16,641 | $8.39M | 1.00% | +378+2.3% | Added |
| Stolper Co | 16,660 | $8.40M | 3.64% | +33+0.2% | Added |
| Mitchell Capital Management Co | 16,662 | $8.40M | 1.99% | +52+0.3% | Added |
| Capital International Sarl | 16,696 | $8.42M | 0.39% | −8,585−34.0% | Reduced |
| Anchor Investment Management, LLC | 16,706 | $8.42M | 1.10% | +916+5.8% | Added |
| Evergreen Capital Management LLC | 16,786 | $8.46M | 0.37% | +519+3.2% | Added |
| Walleye Trading LLC | 16,870 | $8.51M | 0.20% | +16,684+8,969.9% | Added |
| Balentine LLC | 16,887 | $8.51M | 0.28% | +421+2.6% | Added |
| Key Bridge Compliance, LLC | 16,923 | $8.53M | 2.67% | +16,923 | New |
| Sectoral Asset Management Inc | 16,925 | $8.53M | 1.66% | −6,000−26.2% | Reduced |
| Chronos Wealth Management, LLC | 17,019 | $8.58M | 6.01% | +129+0.8% | Added |
| Kovitz Investment Group Partners, LLC | 17,028 | $8.59M | 0.15% | +141+0.8% | Added |
| Synergy Financial Management, LLC | 17,077 | $8.61M | 1.71% | +1,844+12.1% | Added |
| Stonegate Investment Group, LLC | 17,102 | $8.62M | 0.31% | −204−1.2% | Reduced |
| Boston Financial Mangement LLC | 17,116 | $8.63M | 0.32% | −164−0.9% | Reduced |
| Kesler, Norman & Wride, LLC | 17,135 | $8.64M | 2.17% | −320−1.8% | Reduced |
| Avitas Wealth Management LLC | 17,191 | $8.67M | 1.65% | −378−2.2% | Reduced |
| American Trust | 17,198 | $8.67M | 0.67% | −1,497−8.0% | Reduced |
| Davis-Rea Ltd. | 17,215 | $8.68M | 4.71% | +4,921+40.0% | Added |
| Security National Bank | 17,043 | $8.69M | 2.44% | −296−1.7% | Reduced |
| MainStreet Investment Advisors LLC | 17,259 | $8.70M | 1.01% | −66−0.4% | Reduced |
| Burt Wealth Advisors | 17,334 | $8.74M | 2.68% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 17,347 | $8.75M | 1.41% | +1,175+7.3% | Added |
| Ossiam | 17,367 | $8.76M | 0.15% | −258,368−93.7% | Reduced |
| Wedge Capital Management L L P | 17,395 | $8.77M | 0.17% | −1,175−6.3% | Reduced |
| Fragasso Group Inc. | 17,435 | $8.79M | 0.92% | +71+0.4% | Added |
| Stokes Capital Advisors, LLC | 17,464 | $8.81M | 3.07% | +314+1.8% | Added |
| Richard Bernstein Advisors LLC | 17,505 | $8.83M | 0.20% | −2,385−12.0% | Reduced |
| GHP Investment Advisors, Inc. | 16,418 | $8.86M | 0.54% | −54−0.3% | Reduced |
| Consolidated Investment Group LLC | 17,600 | $8.87M | 1.72% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 17,629 | $8.89M | 2.62% | −117−0.7% | Reduced |
| Moneta Group Investment Advisors LLC | 17,631 | $8.89M | 0.20% | +685+4.0% | Added |
| FDx Advisors, Inc. | 17,657 | $8.90M | 0.74% | −23,515−57.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 17,703 | $8.93M | 0.93% | −316−1.8% | Reduced |
| Sequoia Financial Advisors, LLC | 17,731 | $8.94M | 0.16% | +3,233+22.3% | Added |
| Schnieders Capital Management LLC | 17,893 | $9.02M | 2.02% | +180+1.0% | Added |
| Broderick Brian C | 17,894 | $9.02M | 2.49% | +1,614+9.9% | Added |
| Castleark Management LLC | 18,080 | $9.12M | 0.46% | −21,830−54.7% | Reduced |
| Citizens National Bank Trust Department | 18,084 | $9.12M | 2.50% | −89−0.5% | Reduced |
| First Hawaiian Bank | 18,218 | $9.19M | 0.31% | +257+1.4% | Added |
| Mutual Advisors, LLC | 18,302 | $9.23M | 0.36% | +1,461+8.7% | Added |
| Lincoln Capital Corp | 18,315 | $9.23M | 4.97% | −960−5.0% | Reduced |
| Ballentine Partners, LLC | 18,354 | $9.25M | 0.22% | +1,139+6.6% | Added |
| Forbes J M & Co LLP | 18,484 | $9.32M | 1.21% | +240+1.3% | Added |
| Morse Asset Management, Inc | 18,532 | $9.34M | 2.96% | +757+4.3% | Added |
| Estabrook Capital Management | 18,628 | $9.39M | 1.65% | −126−0.7% | Reduced |
| Profund Advisors LLC | 18,666 | $9.41M | 0.52% | −374−2.0% | Reduced |
| Motco | 18,703 | $9.43M | 0.64% | −534−2.8% | Reduced |
| Wright Investors Service Inc | 18,835 | $9.50M | 2.75% | +12+0.1% | Added |
| Matrix Asset Advisors Inc | 18,973 | $9.57M | 1.36% | +11,915+168.8% | Added |
| Guardian Capital Advisors LP | 18,299 | $9.59M | 1.07% | −301−1.6% | Reduced |
| Ascent Wealth Partners, LLC | 19,100 | $9.63M | 1.77% | −193−1.0% | Reduced |
| Elk River Wealth Management, LLC | 19,109 | $9.63M | 2.13% | −38−0.2% | Reduced |
| Moody National Bank Trust Division | 19,151 | $9.66M | 0.62% | +1,897+11.0% | Added |