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 |
|---|---|---|---|---|---|
| Cloverfields Capital Group, LP | 47,929 | $24.2M | 10.88% | −183,858−79.3% | Reduced |
| Artisan Partners Limited Partnership | 48,309 | $24.4M | 0.04% | −269,748−84.8% | Reduced |
| First National Trust Co | 48,400 | $24.4M | 1.16% | −747−1.5% | Reduced |
| New Mexico Educational Retirement Board | 48,420 | $24.4M | 1.05% | +3,000+6.6% | Added |
| ClariVest Asset Management LLC | 48,976 | $24.7M | 1.34% | −3,516−6.7% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 49,535 | $25.0M | 0.85% | −70−0.1% | Reduced |
| Cohen Capital Management, Inc. | 49,914 | $25.2M | 5.15% | 00.0% | Unchanged |
| Westpac Banking Corp | 50,158 | $25.3M | 1.89% | +10,891+27.7% | Added |
| Wedgewood Partners Inc | 50,171 | $25.3M | 6.05% | −23,246−31.7% | Reduced |
| Bell Asset Management Ltd | 50,355 | $25.4M | 4.18% | +9,847+24.3% | Added |
| Massmutual Trust Co FSB | 50,649 | $25.5M | 0.94% | +55+0.1% | Added |
| Park West Asset Management LLC | 51,100 | $25.8M | 2.37% | +51,100 | New |
| Blue Chip Partners, Inc. | 51,102 | $25.8M | 3.07% | +1,107+2.2% | Added |
| Penn Davis McFarland Inc | 51,786 | $26.1M | 4.57% | −902−1.7% | Reduced |
| Stack Financial Management, Inc | 52,039 | $26.2M | 3.06% | +283+0.5% | Added |
| D'Orazio & Associates, Inc. | 52,258 | $26.3M | 5.91% | −70.0% | Reduced |
| Palisade Asset Management, LLC | 52,412 | $26.4M | 3.21% | +9,518+22.2% | Added |
| Atria Wealth Solutions, Inc. | 52,578 | $26.5M | 0.37% | +3,343+6.8% | Added |
| Old National Bancorp | 52,718 | $26.6M | 0.77% | −1,314−2.4% | Reduced |
| Chartwell Investment Partners, LLC | 53,179 | $26.8M | 1.04% | −7,968−13.0% | Reduced |
| Dana Investment Advisors, Inc. | 53,393 | $26.9M | 1.38% | +206+0.4% | Added |
| Norinchukin Bank, The | 53,476 | $27.0M | 0.63% | −47,080−46.8% | Reduced |
| Prudential PLC | 53,939 | $27.2M | 0.32% | +1,577+3.0% | Added |
| Vestcor Inc | 54,148 | $27.3M | 1.00% | +6,650+14.0% | Added |
| Act Two Investors LLC | 54,159 | $27.3M | 7.31% | +6,639+14.0% | Added |
| QV Investors Inc. | 54,174 | $27.3M | 2.83% | +8,430+18.4% | Added |
| Woodline Partners LP | 54,209 | $27.3M | 0.32% | +54,209 | New |
| Cornerstone Advisors, LLC | 54,303 | $27.4M | 1.28% | −15,500−22.2% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 54,161 | $27.4M | 2.43% | −144,116−72.7% | Reduced |
| Congress Wealth Management LLC | 54,518 | $27.5M | 0.57% | +415+0.8% | Added |
| Brown Brothers Harriman & Co | 54,790 | $27.6M | 0.24% | +2,889+5.6% | Added |
| Ieq Capital, LLC | 54,903 | $27.7M | 0.56% | +3,314+6.4% | Added |
| RBF Capital, LLC | 55,000 | $27.7M | 1.83% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 55,113 | $27.8M | 1.07% | +32,227+140.8% | Added |
| National Asset Management, Inc. | 55,695 | $28.1M | 0.76% | +5,074+10.0% | Added |
| Wesbanco Bank Inc | 56,279 | $28.4M | 1.24% | +897+1.6% | Added |
| Guardian Capital LP | 56,321 | $28.4M | 1.06% | −4,407−7.3% | Reduced |
| Systematic Alpha Investments, LLC | 57,323 | $28.9M | 1.45% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 57,400 | $28.9M | 0.66% | −200−0.3% | Reduced |
| Maple Capital Management, Inc. | 57,649 | $29.1M | 3.32% | +1,196+2.1% | Added |
| McKinley Capital Management LLC /Delaware | 57,861 | $29.2M | 4.10% | −2,280−3.8% | Reduced |
| Chesley Taft & Associates LLC | 58,700 | $29.6M | 1.92% | −67−0.1% | Reduced |
| Oppenheimer & Co Inc | 58,708 | $29.6M | 0.61% | −69−0.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 58,926 | $29.7M | 0.61% | −3,484−5.6% | Reduced |
| Advisor Partners II, LLC | 59,014 | $29.8M | 1.19% | +4,794+8.8% | Added |
| Community Trust & Investment Co | 59,051 | $29.8M | 2.49% | +1,753+3.1% | Added |
| Exencial Wealth Advisors, LLC | 59,347 | $29.9M | 1.45% | −656−1.1% | Reduced |
| Renaissance Group LLC | 59,530 | $30.0M | 1.37% | −126−0.2% | Reduced |
| Pacer Advisors, Inc. | 59,612 | $30.1M | 0.12% | +826+1.4% | Added |
| Campbell Newman Asset Management Inc | 60,149 | $30.3M | 2.87% | +171+0.3% | Added |
| RMB Capital Management, LLC | 60,179 | $30.3M | 1.04% | +814+1.4% | Added |
| Chilton Investment Co LLC | 60,294 | $30.4M | 0.97% | −299−0.5% | Reduced |
| Ironvine Capital Partners, LLC | 60,659 | $30.6M | 3.92% | +13,005+27.3% | Added |
| AltraVue Capital, LLC | 60,890 | $30.7M | 3.66% | 00.0% | Unchanged |
| Associated Banc-Corp | 60,893 | $30.7M | 1.19% | +248+0.4% | Added |
| Suncoast Equity Management | 61,666 | $31.1M | 4.70% | +1,140+1.9% | Added |
| Focus Financial Network, Inc. | 62,001 | $31.3M | 1.76% | −2,457−3.8% | Reduced |
| Galvin, Gaustad & Stein, LLC | 62,420 | $31.5M | 3.19% | +170.0% | Added |
| Alpha Cubed Investments, LLC | 62,458 | $31.5M | 2.12% | +7,825+14.3% | Added |
| Nan Shan Life Insurance Co., Ltd. | 62,645 | $31.6M | 0.86% | −29,938−32.3% | Reduced |
| Eastern Bank | 62,794 | $31.7M | 1.57% | −417−0.7% | Reduced |
| Farmers & Merchants Investments Inc | 63,568 | $32.1M | 1.26% | −160−0.3% | Reduced |
| First Foundation Advisors | 63,606 | $32.1M | 1.50% | +3,501+5.8% | Added |
| Hartford Investment Management Co | 63,628 | $32.1M | 1.28% | −2,176−3.3% | Reduced |
| Pathstone Family Office, LLC | 62,932 | $32.2M | 0.25% | +27,083+75.5% | Added |
| Fulton Breakefield Broenniman LLC | 64,170 | $32.4M | 2.81% | −30.0% | Reduced |
| Peapack Gladstone Financial Corp | 64,268 | $32.4M | 0.60% | −1,018−1.6% | Reduced |
| Cumberland Partners Ltd | 64,344 | $32.4M | 3.12% | +72+0.1% | Added |
| Sabal Trust CO | 64,523 | $32.5M | 2.17% | −367−0.6% | Reduced |
| Ethic Inc. | 64,751 | $32.6M | 1.15% | +4,467+7.4% | Added |
| Synovus Financial Corp | 64,967 | $32.8M | 0.37% | −2,085−3.1% | Reduced |
| Commerzbank Aktiengesellschaft | 65,096 | $32.8M | 1.56% | −7,043−9.8% | Reduced |
| Heritage Investors Management Corp | 65,293 | $32.9M | 1.38% | +691+1.1% | Added |
| Douglas Lane & Associates, LLC | 65,790 | $33.2M | 0.56% | −5,055−7.1% | Reduced |
| La Banque Postale Asset Management SA | 66,300 | $33.4M | 0.74% | +5,715+9.4% | Added |
| Securian Asset Management, Inc | 66,474 | $33.5M | 1.00% | −11,683−14.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 66,580 | $33.6M | 0.10% | +1,144+1.7% | Added |
| Raymond James Trust N.A. | 66,583 | $33.6M | 1.00% | +314+0.5% | Added |
| Todd Asset Management LLC | 66,847 | $33.7M | 0.80% | −9,926−12.9% | Reduced |
| Wealthfront Advisers LLC | 66,860 | $33.7M | 0.15% | −2,270−3.3% | Reduced |
| Cantor Fitzgerald, L. P. | 67,715 | $34.1M | 0.92% | −1,663−2.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 68,026 | $34.3M | 0.53% | −1,589−2.3% | Reduced |
| Port Capital LLC | 68,993 | $34.8M | 2.17% | +10.0% | Added |
| Stephens Inc | 69,048 | $34.8M | 0.67% | −8,896−11.4% | Reduced |
| Eagle Ridge Investment Management | 69,122 | $34.9M | 3.80% | −298−0.4% | Reduced |
| Fiduciary Trust Co | 69,324 | $35.0M | 0.64% | +3,041+4.6% | Added |
| Montag & Caldwell, LLC | 69,471 | $35.0M | 4.50% | −1,558−2.2% | Reduced |
| Rockland Trust Co | 69,872 | $35.2M | 2.12% | +5,344+8.3% | Added |
| OrbiMed Advisors LLC | 70,000 | $35.3M | 0.82% | −174,000−71.3% | Reduced |
| JustInvest LLC | 70,065 | $35.3M | 1.06% | +6,607+10.4% | Added |
| Cetera Investment Advisers | 70,441 | $35.5M | 0.31% | −2,375−3.3% | Reduced |
| South Dakota Investment Council | 71,186 | $35.9M | 0.82% | −5,862−7.6% | Reduced |
| Illinois Municipal Retirement Fund | 71,523 | $36.1M | 0.67% | −4,662−6.1% | Reduced |
| Maryland State Retirement & Pension System | 71,600 | $36.1M | 0.83% | +384+0.5% | Added |
| Aristotle Atlantic Partners, LLC | 71,856 | $36.2M | 1.45% | −549−0.8% | Reduced |
| Central Trust Co | 72,330 | $36.5M | 1.05% | +217+0.3% | Added |
| Manchester Global Management (UK) Ltd | 72,483 | $36.5M | 14.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 72,726 | $36.7M | 1.10% | +6,360+9.6% | Added |
| CWM, LLC | 72,772 | $36.7M | 0.22% | +5,297+7.9% | Added |
| Private Advisor Group, LLC | 73,100 | $36.9M | 0.33% | +2,311+3.3% | Added |