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 |
|---|---|---|---|---|---|
| Woodmont Investment Counsel LLC | 19,161 | $9.66M | 1.02% | +1,036+5.7% | Added |
| Telemus Capital, LLC | 19,338 | $9.75M | 0.90% | +491+2.6% | Added |
| Evexia Wealth LLC | 18,406 | $9.76M | 4.94% | +1,064+6.1% | Added |
| Toth Financial Advisory Corp | 19,382 | $9.77M | 1.49% | +241+1.3% | Added |
| Evoke Wealth, LLC | 19,386 | $9.77M | 0.34% | +175+0.9% | Added |
| KCM Investment Advisors LLC | 19,387 | $9.77M | 0.42% | +67+0.3% | Added |
| Executive Wealth Management, LLC | 19,485 | $9.82M | 1.02% | +992+5.4% | Added |
| Hudson Valley Investment Advisors Inc | 19,537 | $9.85M | 1.39% | −1,696−8.0% | Reduced |
| Central Bank & Trust Co | 19,540 | $9.85M | 1.71% | −29−0.1% | Reduced |
| TCTC Holdings, LLC | 19,652 | $9.91M | 0.38% | +157+0.8% | Added |
| Group One Trading, L.P. | 19,662 | $9.91M | 0.39% | +11,035+127.9% | Added |
| Summit Financial, LLC | 19,679 | $9.92M | 0.73% | +2,013+11.4% | Added |
| Great Waters Wealth Management | 18,930 | $9.93M | 1.97% | −80−0.4% | Reduced |
| CX Institutional | 19,706 | $9.94M | 0.55% | −2,844−12.6% | Reduced |
| Advanced Asset Management Advisors Inc | 19,740 | $9.95M | 2.38% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 19,752 | $9.96M | 0.02% | +736+3.9% | Added |
| Signaturefd, LLC | 19,755 | $9.96M | 0.26% | −629−3.1% | Reduced |
| Pallas Capital Advisors LLC | 18,813 | $9.97M | 0.61% | +3,292+21.2% | Added |
| SYSTM Wealth Solutions LLC | 19,795 | $9.98M | 1.53% | −2,980−13.1% | Reduced |
| RiverFront Investment Group, LLC | 19,824 | $10.0M | 0.35% | +1,152+6.2% | Added |
| WESPAC Advisors SoCal, LLC | 19,988 | $10.1M | 3.41% | −25−0.1% | Reduced |
| Primecap Management Co | 20,014 | $10.1M | 0.01% | +930+4.9% | Added |
| Venture Visionary Partners LLC | 20,027 | $10.1M | 0.61% | +123+0.6% | Added |
| Ostrum Asset Management | 20,046 | $10.1M | 0.94% | +2,091+11.6% | Added |
| Caldwell Trust Co | 20,102 | $10.1M | 1.38% | −151−0.7% | Reduced |
| Ninety One SA (PTY) Ltd | 19,982 | $10.1M | 1.96% | +1,771+9.7% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $10.1M | 6.61% | 00.0% | Unchanged |
| Strong Tower Advisory Services | 20,122 | $10.1M | 5.07% | +84+0.4% | Added |
| Meeder Asset Management Inc | 20,171 | $10.2M | 0.80% | −25,455−55.8% | Reduced |
| West Coast Financial LLC | 20,175 | $10.2M | 1.52% | +7,913+64.5% | Added |
| Atlantic Union Bankshares Corp | 20,193 | $10.2M | 1.04% | −917−4.3% | Reduced |
| Greenwich Wealth Management LLC | 20,225 | $10.2M | 1.08% | +30.0% | Added |
| Compagnie Lombard Odier SCmA | 20,309 | $10.2M | 0.24% | +1,173+6.1% | Added |
| Picton Mahoney Asset Management | 20,340 | $10.3M | 0.47% | +150+0.7% | Added |
| High Note Wealth, LLC | 20,375 | $10.3M | 4.24% | +173+0.9% | Added |
| Sonora Investment Management Group, LLC | 20,381 | $10.3M | 0.88% | +431+2.2% | Added |
| Somerville Kurt F | 20,409 | $10.3M | 2.07% | +58+0.3% | Added |
| Choate Investment Advisors | 20,487 | $10.3M | 0.40% | +6,796+49.6% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 20,512 | $10.3M | 0.54% | −51−0.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 20,543 | $10.4M | 0.56% | +536+2.7% | Added |
| Scholtz & Company, LLC | 20,650 | $10.4M | 6.87% | −631−3.0% | Reduced |
| Stratos Wealth Partners, LTD. | 20,666 | $10.4M | 0.22% | +711+3.6% | Added |
| Procyon Private Wealth Partners, LLC | 20,801 | $10.5M | 1.07% | +6,211+42.6% | Added |
| St Germain D J Co Inc | 20,911 | $10.5M | 0.59% | −78−0.4% | Reduced |
| NBT Bank N A | 20,911 | $10.5M | 1.01% | +10,217+95.5% | Added |
| American National Bank | 20,979 | $10.6M | 1.80% | +487+2.4% | Added |
| Princeton Global Asset Management LLC | 21,020 | $10.6M | 3.01% | +1,145+5.8% | Added |
| Hilton Capital Management, LLC | 21,049 | $10.6M | 1.41% | −7,442−26.1% | Reduced |
| Equitable Holdings, Inc. | 21,086 | $10.6M | 0.15% | +1,794+9.3% | Added |
| Berger Financial Group, Inc | 21,106 | $10.6M | 1.22% | −80.0% | Reduced |
| Coldstream Capital Management Inc | 21,126 | $10.7M | 0.35% | −250−1.2% | Reduced |
| Van Hulzen Asset Management, LLC | 21,247 | $10.7M | 0.82% | +13,914+189.7% | Added |
| Capital Group Investment Management Pte. Ltd. | 21,260 | $10.7M | 0.70% | −25,199−54.2% | Reduced |
| Mission Wealth Management, LP | 21,331 | $10.8M | 0.41% | −979−4.4% | Reduced |
| Capital Fund Management S.A. | 21,483 | $10.8M | 0.15% | −94,387−81.5% | Reduced |
| WoodTrust Financial Corp | 21,609 | $10.9M | 2.08% | +59+0.3% | Added |
| Dividend Assets Capital, LLC | 21,610 | $10.9M | 2.26% | +3,652+20.3% | Added |
| Tradewinds, LLC. | 21,624 | $10.9M | 6.40% | −72−0.3% | Reduced |
| Toroso Investments, LLC | 21,758 | $11.0M | 0.33% | +5,252+31.8% | Added |
| Covington Investment Advisors Inc. | 21,777 | $11.0M | 2.25% | +690+3.3% | Added |
| McRae Capital Management Inc | 21,812 | $11.0M | 3.26% | +13,067+149.4% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 21,909 | $11.0M | 2.35% | +1,228+5.9% | Added |
| Apollon Wealth Management, LLC | 21,928 | $11.1M | 0.56% | −859−3.8% | Reduced |
| Advisory Research Inc | 21,958 | $11.1M | 1.54% | −912−4.0% | Reduced |
| Phoenix Holdings Ltd. | 21,965 | $11.1M | 0.21% | +3,322+17.8% | Added |
| Northern Oak Wealth Management Inc | 22,028 | $11.1M | 1.38% | −1,375−5.9% | Reduced |
| TD Private Client Wealth LLC | 22,146 | $11.2M | 0.48% | +303+1.4% | Added |
| Dakota Wealth Management | 22,268 | $11.2M | 0.50% | +1,446+6.9% | Added |
| Ameritas Investment Partners, Inc. | 22,302 | $11.2M | 0.45% | −1,663−6.9% | Reduced |
| Leavell Investment Management, Inc. | 22,373 | $11.3M | 0.79% | +157+0.7% | Added |
| First Citizens Bank & Trust Co | 22,465 | $11.3M | 0.22% | −1,329−5.6% | Reduced |
| Meridian Wealth Management, LLC | 22,474 | $11.3M | 0.69% | −1,362−5.7% | Reduced |
| Logan Capital Management Inc | 22,678 | $11.4M | 0.58% | −1,099−4.6% | Reduced |
| Howe & Rusling Inc | 22,686 | $11.4M | 1.35% | −6,427−22.1% | Reduced |
| AIA Group Ltd | 22,817 | $11.5M | 0.56% | +7,711+51.0% | Added |
| First National Bank of Omaha | 22,908 | $11.5M | 0.75% | −1,327−5.5% | Reduced |
| Litman Gregory Asset Management LLC | 23,166 | $11.7M | 1.21% | +23,166 | New |
| Live Oak Private Wealth LLC | 23,212 | $11.7M | 2.49% | +179+0.8% | Added |
| Brookstone Capital Management | 22,210 | $11.8M | 0.26% | +6,070+37.6% | Added |
| Hyperion Capital Advisors LP | 23,466 | $11.8M | 6.49% | +200+0.9% | Added |
| Smithbridge Asset Management Inc | 23,522 | $11.9M | 2.94% | −707−2.9% | Reduced |
| Stonebridge Capital Advisors LLC | 23,760 | $12.0M | 1.32% | +1,055+4.6% | Added |
| Ascent Group, LLC | 22,300 | $12.0M | 1.33% | +3,223+16.9% | Added |
| Chiron Investment Management, LLC | 23,874 | $12.0M | 5.09% | +23,874 | New |
| Twin Capital Management Inc | 23,898 | $12.0M | 1.73% | −1,804−7.0% | Reduced |
| Advisory Services Network, LLC | 23,917 | $12.1M | 0.32% | +1,453+6.5% | Added |
| EFG Asset Management (Americas) Corp. | 24,000 | $12.1M | 2.90% | −338−1.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 24,026 | $12.1M | 1.41% | +297+1.3% | Added |
| Addenda Capital Inc. | 24,161 | $12.2M | 0.53% | +1,245+5.4% | Added |
| Abner Herrman & Brock LLC | 24,359 | $12.3M | 1.88% | +210+0.9% | Added |
| Pioneer Trust Bank N A | 24,405 | $12.3M | 4.08% | −2,245−8.4% | Reduced |
| Foundations Investment Advisors, LLC | 24,439 | $12.3M | 0.38% | +4,409+22.0% | Added |
| Greenleaf Trust | 24,454 | $12.3M | 0.14% | +631+2.6% | Added |
| Cullinan Associates Inc | 24,555 | $12.4M | 0.72% | −1,465−5.6% | Reduced |
| Grimes & Company, Inc. | 24,555 | $12.4M | 0.48% | −74−0.3% | Reduced |
| Trust Co of Vermont | 24,611 | $12.4M | 0.84% | +4,363+21.5% | Added |
| Glenview Trust Co | 24,619 | $12.4M | 0.34% | +1,085+4.6% | Added |
| Muhlenkamp & Co Inc | 24,738 | $12.5M | 4.30% | +80.0% | Added |
| Payden & Rygel | 24,780 | $12.5M | 0.98% | −37,050−59.9% | Reduced |
| Payden & Rygel Investment Group | 24,780 | $12.5M | 0.98% | +24,780 | New |