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 |
|---|---|---|---|---|---|
| Bright Rock Capital Management, LLC | 25,000 | $12.6M | 3.08% | 00.0% | Unchanged |
| Leuthold Group, LLC | 25,081 | $12.6M | 1.77% | +725+3.0% | Added |
| Quest Investment Management LLC | 25,173 | $12.7M | 1.79% | −662−2.6% | Reduced |
| Penobscot Investment Management Company, Inc. | 25,215 | $12.7M | 1.73% | +5,427+27.4% | Added |
| Comerica Securities,inc. | 25,258 | $12.7M | 1.06% | −577−2.2% | Reduced |
| Buckingham Capital Management, Inc. | 25,277 | $12.7M | 1.94% | +361+1.4% | Added |
| Tocqueville Asset Management L.P. | 25,312 | $12.8M | 0.24% | +159+0.6% | Added |
| Horizon Investments, LLC | 25,328 | $12.8M | 0.39% | −36−0.1% | Reduced |
| Wedbush Securities Inc | 25,371 | $12.8M | 0.64% | +212+0.8% | Added |
| Venturi Wealth Management, LLC | 25,471 | $12.8M | 1.01% | +1,982+8.4% | Added |
| Heritage Trust Co | 25,516 | $12.9M | 2.01% | +272+1.1% | Added |
| Trillium Asset Management, LLC | 25,744 | $13.0M | 0.39% | +170+0.7% | Added |
| Summit Global Investments | 25,801 | $13.0M | 0.87% | −14,183−35.5% | Reduced |
| Bridgecreek Investment Management, LLC | 25,848 | $13.0M | 2.66% | −1,227−4.5% | Reduced |
| Highlander Capital Management, LLC | 25,840 | $13.0M | 5.13% | 00.0% | Unchanged |
| Curi Capital | 25,984 | $13.1M | 2.01% | −1,926−6.9% | Reduced |
| Roundview Capital LLC | 26,014 | $13.1M | 1.32% | +985+3.9% | Added |
| Prospera Financial Services Inc | 26,119 | $13.2M | 0.51% | −1,002−3.7% | Reduced |
| Motley Fool Asset Management LLC | 26,314 | $13.3M | 1.07% | +2,435+10.2% | Added |
| Empowered Funds, LLC | 26,621 | $13.4M | 0.40% | +9,953+59.7% | Added |
| Wetherby Asset Management Inc | 26,623 | $13.4M | 0.76% | −2,704−9.2% | Reduced |
| Axxcess Wealth Management, LLC | 26,760 | $13.5M | 0.46% | +6,274+30.6% | Added |
| Marks Group Wealth Management, Inc | 26,805 | $13.5M | 1.67% | +445+1.7% | Added |
| Torray LLC | 26,823 | $13.5M | 2.39% | −50−0.2% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 26,979 | $13.6M | 0.47% | +126+0.5% | Added |
| James Investment Research Inc | 27,118 | $13.7M | 1.80% | −2,094−7.2% | Reduced |
| Graham Capital Management, L.P. | 27,174 | $13.7M | 0.41% | −19,192−41.4% | Reduced |
| Suvretta Capital Management, LLC | 27,223 | $13.7M | 0.74% | +14,400+112.3% | Added |
| Buckingham Strategic Wealth, LLC | 27,314 | $13.8M | 0.20% | +753+2.8% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 27,647 | $13.9M | 1.13% | −678−2.4% | Reduced |
| Cohen Klingenstein LLC | 27,700 | $14.0M | 0.63% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 27,707 | $14.0M | 0.54% | −21,781−44.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 27,708 | $14.0M | 1.53% | −1,250−4.3% | Reduced |
| Nicola Wealth Management Ltd. | 27,900 | $14.1M | 1.52% | −2,500−8.2% | Reduced |
| Segment Wealth Management, LLC | 28,095 | $14.2M | 1.44% | +1,270+4.7% | Added |
| Schmidt P J Investment Management Inc | 26,674 | $14.2M | 3.04% | +51+0.2% | Added |
| Jupiter Asset Management Ltd | 28,265 | $14.3M | 0.16% | −37,048−56.7% | Reduced |
| Allworth Financial LP | 28,283 | $14.3M | 0.12% | +856+3.1% | Added |
| Jefferies Financial Group Inc. | 28,446 | $14.3M | 0.36% | +5,871+26.0% | Added |
| King Wealth | 28,480 | $14.4M | 3.03% | −521−1.8% | Reduced |
| Polaris Wealth Advisory Group, LLC | 28,601 | $14.4M | 1.10% | −563−1.9% | Reduced |
| Girard Partners Ltd. | 28,845 | $14.5M | 1.64% | −2,039−6.6% | Reduced |
| Meiji Yasuda Life Insurance Co | 29,051 | $14.6M | 0.39% | +7,385+34.1% | Added |
| Citadel Advisors LLC | 29,201 | $14.7M | 0.02% | −14,351−33.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 29,237 | $14.7M | 0.40% | −132−0.4% | Reduced |
| SG Americas Securities, LLC | 29,422 | $14.8M | 0.20% | −2,017−6.4% | Reduced |
| Cape Cod Five Cents Savings Bank | 29,460 | $14.9M | 0.81% | +14,837+101.5% | Added |
| Middleton & Co Inc | 29,513 | $14.9M | 2.06% | +378+1.3% | Added |
| Resources Investment Advisors, LLC. | 29,708 | $15.0M | 0.32% | +2,760+10.2% | Added |
| LGT Group Foundation | 29,111 | $15.0M | 0.37% | +290+1.0% | Added |
| Amica Mutual Insurance Co | 29,756 | $15.0M | 1.77% | 00.0% | Unchanged |
| Haverford Financial Services, Inc. | 29,836 | $15.0M | 4.85% | −68−0.2% | Reduced |
| GAM Holding AG | 29,860 | $15.1M | 1.11% | +60.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 30,176 | $15.2M | 9.77% | −455−1.5% | Reduced |
| Level Four Advisory Services, LLC | 30,218 | $15.2M | 0.98% | +622+2.1% | Added |
| German American Bancorp, Inc. | 30,247 | $15.3M | 2.22% | +546+1.8% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 30,392 | $15.3M | 0.49% | +1,992+7.0% | Added |
| Lowe Brockenbrough & Co Inc | 30,432 | $15.3M | 1.19% | −272−0.9% | Reduced |
| Citizens Financial Group Inc | 30,512 | $15.4M | 0.63% | −8,477−21.7% | Reduced |
| Tower Research Capital LLC (TRC) | 30,569 | $15.4M | 0.48% | +8,310+37.3% | Added |
| Siemens Fonds Invest GmbH | 30,774 | $15.5M | 1.57% | −1,628−5.0% | Reduced |
| united american securities inc. (d/b/a uas asset management) | 30,859 | $15.6M | 4.76% | −10,655−25.7% | Reduced |
| Foyston, Gordon, & Payne Inc | 30,859 | $15.6M | 4.24% | +1,420+4.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 30,892 | $15.6M | 0.60% | +2,147+7.5% | Added |
| Arnhold LLC | 31,076 | $15.7M | 1.87% | −35−0.1% | Reduced |
| Guyasuta Investment Advisors Inc | 31,107 | $15.7M | 1.21% | +2,013+6.9% | Added |
| Robeco Schweiz AG | 31,157 | $15.7M | 0.27% | −890−2.8% | Reduced |
| Cardinal Capital Management, Inc. | 31,254 | $15.8M | 0.82% | −160−0.5% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 31,266 | $15.8M | 5.43% | −684−2.1% | Reduced |
| Tower Bridge Advisors | 31,357 | $15.8M | 1.46% | +10,784+52.4% | Added |
| Gluskin Sheff & Assoc Inc | 31,439 | $15.9M | 1.21% | −4,271−12.0% | Reduced |
| CCM Investment Advisers LLC | 31,520 | $15.9M | 2.19% | +954+3.1% | Added |
| Independent Advisor Alliance | 31,628 | $15.9M | 0.72% | −2,854−8.3% | Reduced |
| Petredis Investment Advisors LLC | 31,684 | $16.0M | 2.27% | +119+0.4% | Added |
| 11 Capital Partners LP | 31,747 | $16.0M | 8.86% | −4,339−12.0% | Reduced |
| Carlson Capital Management | 32,110 | $16.2M | 0.96% | +819+2.6% | Added |
| Exchange Traded Concepts, LLC | 32,113 | $16.2M | 0.46% | +31,961+21,027.0% | Added |
| Neville Rodie & Shaw Inc | 32,171 | $16.2M | 1.45% | +199+0.6% | Added |
| Avantax Advisory Services, Inc. | 32,290 | $16.3M | 0.18% | −74−0.2% | Reduced |
| Terry L. Blaker | 32,325 | $16.3M | 1.45% | +916+2.9% | Added |
| Ashton Thomas Private Wealth, LLC | 32,336 | $16.3M | 1.19% | +2,413+8.1% | Added |
| Empirical Finance, LLC | 32,342 | $16.3M | 1.20% | +2,962+10.1% | Added |
| Cim, LLC | 32,363 | $16.3M | 3.11% | +530+1.7% | Added |
| Kornitzer Capital Management Inc | 32,385 | $16.3M | 0.34% | −650−2.0% | Reduced |
| Fidelity National Financial, Inc. | 32,440 | $16.4M | 0.45% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 32,828 | $16.6M | 0.69% | −4,947−13.1% | Reduced |
| Argent Trust Co | 32,882 | $16.6M | 0.91% | +26+0.1% | Added |
| Shelton Capital Management | 32,917 | $16.6M | 0.61% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 32,981 | $16.6M | 1.30% | −441−1.3% | Reduced |
| LSV Asset Management | 33,000 | $16.6M | 0.04% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 33,062 | $16.7M | 1.73% | −692−2.1% | Reduced |
| Kestra Private Wealth Services, LLC | 33,213 | $16.7M | 0.53% | +3,884+13.2% | Added |
| Oak Ridge Investments LLC | 33,492 | $16.9M | 2.15% | +936+2.9% | Added |
| Credit Agricole S A | 33,754 | $17.0M | 0.52% | +18,388+119.7% | Added |
| Parallel Advisors, LLC | 33,838 | $17.1M | 0.57% | +1,582+4.9% | Added |
| Edgar Lomax Co | 33,883 | $17.1M | 1.16% | −610−1.8% | Reduced |
| Violich Capital Management, Inc. | 33,895 | $17.1M | 2.92% | −1,845−5.2% | Reduced |
| Washington Trust Bank | 34,007 | $17.1M | 1.79% | −191−0.6% | Reduced |
| Anchor Capital Advisors LLC | 34,218 | $17.3M | 0.48% | −890−2.5% | Reduced |
| Great Valley Advisor Group, Inc. | 34,297 | $17.3M | 0.72% | +1,884+5.8% | Added |