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; 3,394 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
- 3,145
- +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
- 1,122 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 | 3,394 | $325.1B |
| Q1 2026 | 3,055 | $202.4B |
| Q4 2025 | 3,312 | $248.2B |
| Q3 2025 | 3,169 | $253.5B |
| Q2 2025 | 3,186 | $241.1B |
| Q1 2025 | 3,614 | $424.3B |
| Q4 2024 | 3,685 | $409.5B |
| Q3 2024 | 3,477 | $474.6B |
| Q2 2024 | 3,407 | $411.9B |
| Q1 2024 | 3,385 | $398.9B |
| Q4 2023 | 3,422 | $428.0B |
| Q3 2023 | 3,145 | $407.5B |
| Q2 2023 | 3,137 | $388.4B |
| Q1 2023 | 3,115 | $383.6B |
| Q4 2022 | 3,160 | $434.2B |
| Q3 2022 | 2,999 | $413.5B |
| Q2 2022 | 2,965 | $422.0B |
| Q1 2022 | 2,966 | $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 |
|---|---|---|---|---|---|
| Tarbox Family Office, Inc. | 426 | $214.8K | 0.04% | +426 | New |
| Rollins Financial | 428 | $215.6K | 0.05% | +428 | New |
| Ascension Capital Advisors, Inc. | 429 | $216.3K | 0.12% | +429 | New |
| WBH Advisory Inc | 429 | $216.3K | 0.03% | +429 | New |
| Capasso Planning Partners LLC | 429 | $216.4K | 0.12% | +6+1.4% | Added |
| Cornerstone Planning Group LLC | 430 | $216.6K | 0.08% | −21−4.7% | Reduced |
| Emerald Mutual Fund Advisers Trust | 430 | $216.8K | 0.01% | +140+48.3% | Added |
| Slagle Financial, LLC | 430 | $216.8K | 0.13% | −160−27.1% | Reduced |
| Charles Schwab Investment Advisory, Inc. | 430 | $216.9K | 0.00% | +430 | New |
| Academy Capital Management Inc | 432 | $217.8K | 0.05% | −112−20.6% | Reduced |
| Hutner Capital Management Inc | 432 | $217.8K | 0.13% | 00.0% | Unchanged |
| Benchmark Wealth Management, LLC | 432 | $217.8K | 0.14% | −15−3.4% | Reduced |
| Truadvice, LLC | 405 | $219.2K | 0.09% | +405 | New |
| MB, Levis & Associates, LLC | 435 | $219.2K | 0.14% | −8−1.8% | Reduced |
| Ratio Wealth Group | 435 | $219.3K | 0.05% | +435 | New |
| Baron Silver Stevens Financial Advisors, LLC | 437 | $220.3K | 0.05% | +437 | New |
| Wealthquest Corp | 440 | $221.8K | 0.03% | +16+3.8% | Added |
| BlueSky Wealth Advisors, LLC | 441 | $222.3K | 0.05% | −66−13.0% | Reduced |
| Howard Capital Management Inc. | 442 | $222.9K | 0.03% | +10+2.3% | Added |
| LCNB Corp | 444 | $223.9K | 0.10% | −11−2.4% | Reduced |
| Aua Capital Management, LLC | 445 | $224.4K | 0.16% | 00.0% | Unchanged |
| Sym Financial Corp | 445 | $224.4K | 0.04% | +445 | New |
| ERTS Wealth Advisors, LLC | 446 | $224.9K | 0.05% | −47−9.5% | Reduced |
| Twin Focus Capital Partners, LLC | 447 | $225.4K | 0.05% | −1,091−70.9% | Reduced |
| Laurel Wealth Advisors LLC | 447 | $225.4K | 0.05% | 00.0% | Unchanged |
| Crestone Asset Management LLC | 447 | $225.4K | 0.05% | +447 | New |
| Pacific Center for Financial Services | 447 | $225.4K | 0.08% | +285+175.9% | Added |
| Elevatus Welath Management | 448 | $225.9K | 0.20% | +448 | New |
| Montz Harcus Wealth Management LLC | 449 | $226.5K | 0.19% | +12+2.7% | Added |
| Retirement Planning Co of New England, Inc. | 450 | $226.8K | 0.13% | −50−10.0% | Reduced |
| Orser Capital Management, LLC | 450 | $226.9K | 0.23% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 441 | $226.9K | 0.04% | +22+5.3% | Added |
| Diligent Investors, LLC | 450 | $227.1K | 0.07% | −107−19.2% | Reduced |
| Alpha Omega Wealth Management LLC | 451 | $227.5K | 0.04% | −25−5.3% | Reduced |
| GEM Asset Management, LLC | 452 | $227.9K | 0.18% | −11−2.4% | Reduced |
| Wade Financial Advisory, Inc | 453 | $228.4K | 0.10% | +453 | New |
| Independent Wealth Network Inc. | 454 | $228.9K | 0.14% | −6−1.3% | Reduced |
| Aberdeen Wealth Management LLC | 455 | $229.4K | 0.17% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 455 | $229.4K | 0.06% | +17+3.9% | Added |
| Willis Johnson & Associates, Inc. | 455 | $229.5K | 0.02% | +455 | New |
| Gilbert & Cook, Inc. | 457 | $230.4K | 0.04% | +457 | New |
| Acorn Financial Advisory Services Inc | 457 | $230.5K | 0.04% | −16−3.4% | Reduced |
| Consilio Wealth Advisors, LLC | 453 | $230.6K | 0.13% | −13−2.8% | Reduced |
| Jacobs & Co | 459 | $231.0K | 0.03% | 00.0% | Unchanged |
| Cosner Financial Group, LLC | 458 | $231.1K | 0.20% | +1+0.2% | Added |
| XR Securities LLC | 459 | $231.4K | 0.32% | −2,032−81.6% | Reduced |
| Eaton Financial Holdings Company, LLC | 460 | $231.9K | 0.06% | +460 | New |
| Kraft Asset Management, LLC | 461 | $232.4K | 0.22% | +14+3.1% | Added |
| Traverso Chambers Private Wealth Management, LLC | 461 | $232.5K | 0.06% | +14+3.1% | Added |
| Integral Investment Advisors, Inc. | 464 | $233.7K | 0.16% | +464 | New |
| NWF Advisory Services Inc. | 464 | $233.9K | 0.06% | −40−7.9% | Reduced |
| Cardinal Point Capital Management, ULC | 464 | $233.9K | 0.06% | +464 | New |
| Manchester Financial Inc | 465 | $234.5K | 0.07% | +5+1.1% | Added |
| Private Wealth Partners, LLC | 466 | $235.0K | 0.02% | 00.0% | Unchanged |
| Legacy Financial Group, Inc. | 467 | $235.5K | 0.12% | 00.0% | Unchanged |
| Exeter Financial, LLC | 468 | $236.2K | 0.12% | 00.0% | Unchanged |
| Clough Capital Partners L P | 470 | $237.0K | 0.03% | −5,376−92.0% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 470 | $237.0K | 0.07% | +470 | New |
| Hilltop Partners LLC | 471 | $237.4K | 0.10% | +471 | New |
| Almanack Investment Partners, LLC. | 471 | $237.5K | 0.05% | −450−48.9% | Reduced |
| Headinvest, LLC | 464 | $238.8K | 0.05% | −59−11.3% | Reduced |
| Carmel Capital Partners, LLC | 474 | $239.0K | 0.11% | +308+185.5% | Added |
| JFS Wealth Advisors, LLC | 474 | $239.1K | 0.02% | +73+18.2% | Added |
| Destination Wealth Management | 476 | $240.1K | 0.01% | −1,572−76.8% | Reduced |
| Lane & Associates LLC | 477 | $240.4K | 0.19% | −40−7.7% | Reduced |
| Hollow Brook Wealth Management LLC | 478 | $241.0K | 0.10% | 00.0% | Unchanged |
| apricus wealth, LLC | 450 | $242.7K | 0.21% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 482 | $243.0K | 0.00% | +482 | New |
| Lifestyle Asset Management, Inc. | 483 | $243.5K | 0.15% | −4−0.8% | Reduced |
| BEAM Asset Management, LLC | 484 | $244.1K | 0.17% | +23+5.0% | Added |
| Palladiem, LLC | 485 | $244.5K | 0.26% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 486 | $245.0K | 0.14% | +27+5.9% | Added |
| Verde Capital Management | 486 | $245.2K | 0.10% | +67+16.0% | Added |
| N.E.W. Advisory Services LLC | 487 | $245.5K | 0.03% | +487 | New |
| Focused Wealth Management, Inc | 488 | $246.0K | 0.04% | +2+0.4% | Added |
| Briaud Financial Planning, Inc | 488 | $246.0K | 0.20% | 00.0% | Unchanged |
| AlphaQ Advisors LLC | 488 | $246.0K | 0.21% | −40−7.6% | Reduced |
| Laffer Tengler Investments | 490 | $247.1K | 0.07% | −164−25.1% | Reduced |
| Alesco Advisors LLC | 490 | $247.1K | 0.01% | 00.0% | Unchanged |
| Orgel Wealth Management, LLC | 490 | $247.1K | 0.01% | 00.0% | Unchanged |
| NTV Asset Management LLC | 491 | $247.6K | 0.04% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 492 | $247.9K | 0.13% | +27+5.8% | Added |
| Webster Bank, N. A. | 494 | $249.1K | 0.03% | −5−1.0% | Reduced |
| J.Safra Asset Management Corp | 496 | $250.1K | 0.04% | +107+27.5% | Added |
| Quilter Plc | 251 | $250.4K | 0.01% | −35−12.2% | Reduced |
| CSM Advisors, LLC | 498 | $251.0K | 0.02% | 00.0% | Unchanged |
| LPWM LLC | 489 | $251.6K | 0.11% | −135−21.6% | Reduced |
| Nixon Peabody Trust Co | 500 | $252.1K | 0.21% | −10−2.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 500 | $252.1K | 0.04% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 500 | $252.1K | 0.08% | 00.0% | Unchanged |
| Kearns & Associates LLC | 500 | $252.1K | 0.24% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 500 | $252.1K | 0.09% | 00.0% | Unchanged |
| Samjo Capital LLC | 500 | $252.1K | 0.10% | +500 | New |
| Provenance Wealth Advisors, LLC | 500 | $252.1K | 0.04% | +500 | New |
| Centennial Wealth Advisory LLC | 500 | $252.1K | 0.14% | +72+16.8% | Added |
| Bell Investment Advisors, Inc | 501 | $252.6K | 0.06% | +4+0.8% | Added |
| Financial Partners Group, Inc | 469 | $252.6K | 0.05% | −42−8.2% | Reduced |
| Financial Avengers, Inc. | 502 | $253.0K | 0.17% | +6+1.2% | Added |
| MAS Advisors LLC | 503 | $253.7K | 0.36% | 00.0% | Unchanged |
| Cora Capital Advisors LLC | 505 | $254.8K | 0.17% | −4−0.8% | Reduced |