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 |
|---|---|---|---|---|---|
| Syverson Strege & Co | 508 | $256.4K | 0.11% | +65+14.7% | Added |
| Edgestream Partners, L.P. | 509 | $256.6K | 0.02% | −966−65.5% | Reduced |
| CapWealth Advisors, LLC | 509 | $256.6K | 0.03% | −43−7.8% | Reduced |
| High Probability Advisors, LLC | 509 | $256.6K | 0.06% | 00.0% | Unchanged |
| Select Asset Management & Trust | 510 | $257.0K | 0.15% | +48+10.4% | Added |
| Cabot Wealth Management Inc | 510 | $257.0K | 0.04% | +67+15.1% | Added |
| Rooted Wealth Advisors, Inc. | 482 | $259.0K | 0.16% | −26−5.1% | Reduced |
| Clay Northam Wealth Management, LLC | 515 | $259.7K | 0.26% | 00.0% | Unchanged |
| Carroll Investors, Inc | 513 | $260.5K | 0.23% | −122−19.2% | Reduced |
| Crown Wealth Group, LLC | 517 | $260.7K | 0.20% | +37+7.7% | Added |
| Dougherty Wealth Advisers LLC | 518 | $261.2K | 0.30% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 521 | $262.7K | 0.07% | +40+8.3% | Added |
| Hamilton Wealth, LLC | 521 | $262.7K | 0.09% | −2−0.4% | Reduced |
| Pavion Blue Capital, LLC | 524 | $264.2K | 0.16% | 00.0% | Unchanged |
| Alpha Financial Partners, LLC | 524 | $264.4K | 0.31% | 00.0% | Unchanged |
| Sentry LLC | 525 | $264.7K | 0.06% | −260−33.1% | Reduced |
| First Citizens Financial Corp | 525 | $264.7K | 0.19% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 526 | $265.2K | 0.27% | 00.0% | Unchanged |
| Milestone Asset Management, LLC | 516 | $265.5K | 0.09% | +77+17.5% | Added |
| Day & Ennis, LLC | 527 | $265.7K | 0.10% | −50−8.7% | Reduced |
| GSB Wealth Management, LLC | 527 | $265.9K | 0.09% | +88+20.0% | Added |
| Verity Asset Management, Inc. | 528 | $266.1K | 0.20% | +4+0.8% | Added |
| Fermata Advisors, LLC | 524 | $266.2K | 0.07% | +524 | New |
| TriaGen Wealth Management LLC | 528 | $266.2K | 0.14% | −801−60.3% | Reduced |
| Union Savings Bank | 531 | $267.7K | 0.17% | +80+17.7% | Added |
| Tyler-Stone Wealth Management | 532 | $268.0K | 0.15% | +1+0.2% | Added |
| G2 Capital Management, LLC | 532 | $268.0K | 0.12% | −12−2.2% | Reduced |
| Range Financial Group LLC | 532 | $268.2K | 0.18% | −1−0.2% | Reduced |
| Meridian Financial, LLC | 533 | $268.7K | 0.25% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 533 | $268.7K | 0.01% | +533 | New |
| Sutton Place Investors LLC | 533 | $268.7K | 0.35% | +533 | New |
| One River Asset Management, LLC | 531 | $269.2K | 0.13% | +336+172.3% | Added |
| Strategic Financial Concepts, LLC | 535 | $269.8K | 0.09% | +88+19.7% | Added |
| Clarity Wealth Advisors, LLC | 535 | $269.9K | 0.12% | +3+0.6% | Added |
| Halbert Hargrove Global Advisors, LLC | 537 | $270.7K | 0.02% | −16−2.9% | Reduced |
| McIlrath & Eck, LLC | 537 | $270.8K | 0.05% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 542 | $273.3K | 0.06% | −41−7.0% | Reduced |
| Motive Wealth Advisors | 542 | $273.3K | 0.30% | −10−1.8% | Reduced |
| Orion Capital Management LLC | 542 | $273.3K | 0.18% | +7+1.3% | Added |
| Cottonwood Capital Advisors, LLC | 543 | $273.8K | 0.26% | −71−11.6% | Reduced |
| LaSalle St. Investment Advisors, LLC | 544 | $274.0K | 0.14% | +1+0.2% | Added |
| Sharkey, Howes & Javer | 544 | $274.3K | 0.05% | 00.0% | Unchanged |
| Forefront Analytics, LLC | 542 | $274.5K | 0.16% | −88−14.0% | Reduced |
| Foundry Partners, LLC | 545 | $274.8K | 0.02% | −480−46.8% | Reduced |
| Oakwell Private Wealth Management, LLC | 545 | $274.8K | 0.12% | 00.0% | Unchanged |
| Blue Investment Partners LLC | 545 | $274.8K | 0.22% | +545 | New |
| Laurel Wealth Planning LLC | 545 | $275.0K | 0.21% | −545−50.0% | Reduced |
| Waters Parkerson & Co., LLC | 545 | $275.0K | 0.02% | −237−30.3% | Reduced |
| Vantage Consulting Group Inc | 546 | $275.3K | 0.18% | +21+4.0% | Added |
| Syntax Advisors, LLC | 546 | $275.3K | 0.24% | +21+4.0% | Added |
| C M Bidwell & Associates Ltd | 547 | $275.8K | 0.21% | −7−1.3% | Reduced |
| Walkner Condon Financial Advisors LLC | 549 | $276.8K | 0.07% | +66+13.7% | Added |
| HITE Hedge Asset Management LLC | 550 | $277.3K | 0.03% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 550 | $277.5K | 0.04% | +32+6.2% | Added |
| Paces Ferry Wealth Advisors, LLC | 551 | $277.8K | 0.22% | +26+5.0% | Added |
| Gries Financial LLC | 551 | $277.8K | 0.07% | +65+13.4% | Added |
| Trinity Financial Advisors LLC | 551 | $278.1K | 0.15% | −29−5.0% | Reduced |
| Security Financial Services, INC. | 552 | $278.3K | 0.08% | +15+2.8% | Added |
| Prio Wealth Limited Partnership | 552 | $278.3K | 0.01% | +552 | New |
| Aigen Investment Management, LP | 552 | $278.3K | 0.05% | +552 | New |
| Matrix Private Capital Group LLC | 553 | $278.8K | 0.21% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 554 | $279.3K | 0.05% | +3+0.5% | Added |
| Lakewood Asset Management LLC | 557 | $281.0K | 0.23% | +1+0.2% | Added |
| Pacific Global Investment Management CO | 560 | $282.2K | 0.06% | 00.0% | Unchanged |
| Fort, L.P. | 561 | $282.9K | 0.78% | +24+4.5% | Added |
| Hamilton Capital, LLC | 561 | $282.9K | 0.02% | +90+19.1% | Added |
| West Bancorporation Inc | 562 | $283.4K | 0.20% | +6+1.1% | Added |
| Verity & Verity, LLC | 564 | $284.4K | 0.04% | +73+14.9% | Added |
| Colton Groome Financial Advisors, LLC | 565 | $284.9K | 0.14% | −1,547−73.2% | Reduced |
| Von Berge Wealth Management Group, LLC | 566 | $285.3K | 0.24% | +1+0.2% | Added |
| KLR Investment Advisors, LLC | 604 | $285.4K | 0.26% | −56−8.5% | Reduced |
| Barry Investment Advisors, LLC | 566 | $285.6K | 0.10% | −353−38.4% | Reduced |
| Wellington Shields Capital Management, LLC | 567 | $285.9K | 0.04% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 568 | $286.1K | 0.29% | +1+0.2% | Added |
| Cherrydale Wealth Management, LLC | 568 | $286.2K | 0.17% | −31−5.2% | Reduced |
| Financial Management Network Inc | 563 | $287.2K | 0.10% | +5+0.9% | Added |
| Rockingstone Advisors LLC | 571 | $288.0K | 0.16% | +96+20.2% | Added |
| Magnolia Wealth Management, LLC | 574 | $289.4K | 0.27% | +24+4.4% | Added |
| Acima Private Wealth, LLC | 575 | $289.9K | 0.13% | 00.0% | Unchanged |
| Bridgeworth, LLC | 576 | $290.5K | 0.03% | −15−2.5% | Reduced |
| Garrison Asset Management, LLC | 577 | $290.9K | 0.18% | −210−26.7% | Reduced |
| Team Financial Group, LLC | 577 | $291.0K | 0.24% | +577 | New |
| Stockman Wealth Management, Inc. | 579 | $291.9K | 0.06% | +57+10.9% | Added |
| Wedgewood Investors Inc | 581 | $292.9K | 0.40% | −210−26.5% | Reduced |
| Probity Advisors, Inc. | 583 | $293.9K | 0.07% | 00.0% | Unchanged |
| Kraft, Davis & Associates, LLC | 577 | $294.4K | 0.11% | +19+3.4% | Added |
| One Charles Private Wealth Services, LLC | 584 | $294.4K | 0.17% | +10+1.7% | Added |
| Oliver Luxxe Assets LLC | 585 | $295.0K | 0.08% | 00.0% | Unchanged |
| Weaver Consulting Group | 585 | $295.0K | 0.13% | +45+8.3% | Added |
| Talisman Wealth Advisors LLC | 588 | $296.4K | 0.51% | +21+3.7% | Added |
| Integris Wealth Management, LLC | 591 | $298.0K | 0.10% | +39+7.1% | Added |
| Versant Capital Management, Inc | 594 | $299.5K | 0.10% | +1+0.2% | Added |
| Old Point Trust & Financial Services N A | 595 | $300.0K | 0.14% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 590 | $301.5K | 0.04% | −9−1.5% | Reduced |
| Dash Acquisitions Inc. | 575 | $302.2K | 0.12% | −25−4.2% | Reduced |
| Covestor Ltd | 599 | $303.0K | 0.23% | −66−9.9% | Reduced |
| Arlington Partners LLC | 601 | $303.0K | 0.12% | −414−40.8% | Reduced |
| Summit Financial Group Inc | 601 | $303.0K | 0.13% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 601 | $303.0K | 0.12% | +601 | New |
| Peninsula Wealth, LLC | 581 | $303.3K | 0.07% | +91+18.6% | Added |