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 |
|---|---|---|---|---|---|
| Salem Investment Counselors Inc | 34,374 | $17.3M | 0.66% | +3,152+10.1% | Added |
| Quantinno Capital Management LP | 34,481 | $17.4M | 0.79% | +7,912+29.8% | Added |
| Bragg Financial Advisors, Inc | 34,510 | $17.4M | 0.92% | −338−1.0% | Reduced |
| Azimuth Capital Investment Management LLC | 34,531 | $17.4M | 0.86% | −9,980−22.4% | Reduced |
| Harbor Investment Advisory, LLC | 34,631 | $17.5M | 2.29% | −1,131−3.2% | Reduced |
| Appleton Partners Inc | 34,677 | $17.5M | 1.55% | +1,377+4.1% | Added |
| Kempen Capital Management N.V. | 34,753 | $17.5M | 0.32% | +12,103+53.4% | Added |
| Wallington Asset Management, LLC | 34,769 | $17.5M | 3.19% | +185+0.5% | Added |
| Makena Capital Management LLC | 34,788 | $17.5M | 3.75% | +2,468+7.6% | Added |
| Beacon Investment Advisory Services, Inc. | 34,826 | $17.6M | 0.86% | +358+1.0% | Added |
| JS Capital Management LLC | 35,000 | $17.6M | 2.41% | +25,000+250.0% | Added |
| TruWealth Advisors, LLC | 35,004 | $17.6M | 1.52% | +859+2.5% | Added |
| YHB Investment Advisors, Inc. | 35,014 | $17.7M | 1.63% | +19+0.1% | Added |
| FineMark National Bank & Trust | 35,044 | $17.7M | 0.77% | −1,100−3.0% | Reduced |
| WSFS Capital Management, LLC | 35,087 | $17.7M | 1.16% | +5,392+18.2% | Added |
| Transform Wealth, LLC | 35,150 | $17.7M | 1.87% | −7,490−17.6% | Reduced |
| Annex Advisory Services, LLC | 35,183 | $17.7M | 1.07% | +3,532+11.2% | Added |
| PGGM Investments | 35,266 | $17.8M | 0.31% | −5,648−13.8% | Reduced |
| Manning & Napier Group, LLC | 35,661 | $18.0M | 0.22% | −296−0.8% | Reduced |
| Baader Bank INC | 35,750 | $18.0M | 1.64% | −2,122−5.6% | Reduced |
| Boston Private Wealth LLC | 35,782 | $18.0M | 0.40% | −2,155−5.7% | Reduced |
| Lockheed Martin Investment Management Co | 36,850 | $18.1M | 1.39% | −4,810−11.5% | Reduced |
| Wealth Advisory Solutions, LLC | 35,168 | $18.1M | 3.55% | +17,543+99.5% | Added |
| Stillwater Capital Advisors, LLC | 36,016 | $18.2M | 3.30% | −37−0.1% | Reduced |
| LMCG Investments, LLC | 36,084 | $18.2M | 1.23% | −784−2.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 36,091 | $18.2M | 1.59% | +804+2.3% | Added |
| Cetera Advisors LLC | 36,230 | $18.3M | 0.29% | +4,063+12.6% | Added |
| Albion Financial Group | 36,471 | $18.4M | 1.70% | −498−1.3% | Reduced |
| Park Avenue Securities LLC | 36,597 | $18.5M | 0.29% | −1,652−4.3% | Reduced |
| Core Alternative Capital | 36,759 | $18.5M | 2.86% | −228−0.6% | Reduced |
| North Point Portfolio Managers Corp | 36,874 | $18.6M | 3.80% | −254−0.7% | Reduced |
| Eagle Global Advisors LLC | 36,896 | $18.6M | 1.21% | −65−0.2% | Reduced |
| Marco Investment Management LLC | 37,023 | $18.7M | 2.15% | +80+0.2% | Added |
| Hendershot Investments Inc. | 37,131 | $18.7M | 3.14% | +393+1.1% | Added |
| JLB & Associates Inc | 37,504 | $18.9M | 2.96% | −1,920−4.9% | Reduced |
| HB Wealth Management, LLC | 37,953 | $19.1M | 0.31% | +1,701+4.7% | Added |
| Sawgrass Asset Management LLC | 37,986 | $19.2M | 2.33% | +2,978+8.5% | Added |
| Stewart & Patten Co LLC | 37,988 | $19.2M | 3.33% | +37+0.1% | Added |
| Metropolitan Life Insurance Co | 38,326 | $19.3M | 1.00% | −2,249−5.5% | Reduced |
| Madison Asset Management, LLC | 38,722 | $19.5M | 0.29% | +2,250+6.2% | Added |
| WS Portfolio Advisory, LLC | 38,759 | $19.5M | 4.45% | −17,665−31.3% | Reduced |
| Punch & Associates Investment Management, Inc. | 38,821 | $19.6M | 1.25% | −60−0.2% | Reduced |
| Covea Finance | 38,900 | $19.6M | 1.10% | +29,800+327.5% | Added |
| Advisors Asset Management, Inc. | 38,962 | $19.6M | 0.42% | −808−2.0% | Reduced |
| Pictet North America Advisors SA | 39,095 | $19.7M | 2.80% | −14,609−27.2% | Reduced |
| Modera Wealth Management, LLC | 39,737 | $20.0M | 0.38% | +1,646+4.3% | Added |
| Governors Lane LP | 39,951 | $20.1M | 3.88% | −38,600−49.1% | Reduced |
| CTC LLC | 40,116 | $20.2M | 0.91% | +39,408+5,566.1% | Added |
| King Luther Capital Management Corp | 40,143 | $20.2M | 0.11% | +8,981+28.8% | Added |
| Pinnacle Associates Ltd | 40,173 | $20.3M | 0.38% | −818−2.0% | Reduced |
| Calamos Wealth Management LLC | 40,189 | $20.3M | 1.54% | +557+1.4% | Added |
| Patten & Patten Inc | 40,475 | $20.4M | 1.79% | +4,555+12.7% | Added |
| Banque Cantonale Vaudoise | 40,681 | $20.5M | 1.02% | −2,639−6.1% | Reduced |
| NewEdge Wealth, LLC | 40,750 | $20.5M | 0.65% | −139−0.3% | Reduced |
| Copeland Capital Management, LLC | 40,798 | $20.6M | 0.44% | −1,040−2.5% | Reduced |
| Alps Advisors Inc | 40,915 | $20.6M | 0.17% | +21,526+111.0% | Added |
| D.A. Davidson & Co. | 41,076 | $20.7M | 0.22% | −969−2.3% | Reduced |
| Snowden Capital Advisors LLC | 41,088 | $20.7M | 0.88% | −13,262−24.4% | Reduced |
| Crossmark Global Holdings, Inc. | 39,808 | $20.9M | 0.47% | −157−0.4% | Reduced |
| First American Bank | 41,738 | $21.0M | 1.90% | −607−1.4% | Reduced |
| Colonial Trust Advisors | 41,757 | $21.1M | 2.41% | +194+0.5% | Added |
| Carnegie Capital Asset Management, LLC | 41,787 | $21.1M | 0.81% | +890+2.2% | Added |
| Raub Brock Capital Management LP | 41,828 | $21.1M | 4.19% | −1,400−3.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 41,882 | $21.1M | 0.99% | +5,590+15.4% | Added |
| Hancock Whitney Corp | 41,944 | $21.1M | 0.87% | −194−0.5% | Reduced |
| Pittenger & Anderson Inc | 42,004 | $21.2M | 1.07% | −569−1.3% | Reduced |
| First Eagle Investment Management, LLC | 42,149 | $21.3M | 0.06% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 42,365 | $21.4M | 1.13% | −1,627−3.7% | Reduced |
| Minneapolis Portfolio Management Group, LLC | 42,422 | $21.4M | 3.16% | −2,791−6.2% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 42,489 | $21.4M | 3.46% | −4,740−10.0% | Reduced |
| Novare Capital Management LLC | 42,543 | $21.4M | 2.42% | +1,014+2.4% | Added |
| Private Capital Advisors, Inc. | 40,227 | $21.5M | 3.32% | −165−0.4% | Reduced |
| Braun Stacey Associates Inc | 42,866 | $21.6M | 1.05% | −1,138−2.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 42,928 | $21.6M | 0.10% | +14,352+50.2% | Added |
| Mill Capital Management, LLC | 43,011 | $21.7M | 2.12% | +58+0.1% | Added |
| Front Barnett Associates LLC | 43,292 | $21.8M | 2.62% | −785−1.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 43,329 | $21.8M | 0.77% | −427−1.0% | Reduced |
| Diversified Trust Co | 43,454 | $21.9M | 0.83% | −851−1.9% | Reduced |
| Spouting Rock Asset Management, LLC | 43,530 | $21.9M | 7.01% | +11,401+35.5% | Added |
| Clifford Swan Investment Counsel LLC | 43,777 | $22.1M | 0.93% | +1,011+2.4% | Added |
| EP Wealth Advisors, LLC | 43,809 | $22.1M | 0.34% | +35,865+451.5% | Added |
| Aptus Capital Advisors, LLC | 43,950 | $22.2M | 0.65% | +2,608+6.3% | Added |
| Earnest Partners LLC | 44,096 | $22.2M | 0.13% | −29−0.1% | Reduced |
| Callahan Advisors, LLC | 44,307 | $22.3M | 2.81% | +190.0% | Added |
| DuPont Capital Management Corp | 44,818 | $22.6M | 1.97% | −19,229−30.0% | Reduced |
| Garrison Bradford & Associates Inc | 44,832 | $22.6M | 26.68% | −2,876−6.0% | Reduced |
| Trust Co of Virginia | 44,891 | $22.6M | 2.50% | +28+0.1% | Added |
| Metis Global Partners, LLC | 44,934 | $22.7M | 1.09% | +6,270+16.2% | Added |
| Narwhal Capital Management | 44,973 | $22.7M | 2.77% | +864+2.0% | Added |
| Meitav Dash Investments Ltd | 44,653 | $23.0M | 0.37% | −76,653−63.2% | Reduced |
| Overbrook Management Corp | 45,908 | $23.1M | 5.39% | −2,671−5.5% | Reduced |
| Rhenman & Partners Asset Management AB | 46,000 | $23.2M | 2.50% | −14,000−23.3% | Reduced |
| Bamco Inc | 46,042 | $23.2M | 0.07% | +1,986+4.5% | Added |
| Hemenway Trust Co LLC | 46,656 | $23.5M | 2.47% | +2,003+4.5% | Added |
| Burney Co | 46,708 | $23.5M | 1.10% | −553−1.2% | Reduced |
| Bleakley Financial Group, LLC | 46,843 | $23.6M | 0.83% | +1,958+4.4% | Added |
| Bridgeway Capital Management, LLC | 47,226 | $23.8M | 0.58% | −8,943−15.9% | Reduced |
| Eisler Capital (UK) Ltd. | 47,452 | $23.9M | 1.05% | +31,702+201.3% | Added |
| Night Owl Capital Management, LLC | 47,729 | $24.1M | 6.03% | +440+0.9% | Added |
| Sawtooth Solutions, LLC | 47,902 | $24.2M | 0.78% | +1,373+3.0% | Added |