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 |
|---|---|---|---|---|---|
| Kaizen Financial Strategies | 603 | $304.2K | 0.26% | −22−3.5% | Reduced |
| CJM Wealth Advisers, Ltd. | 604 | $304.5K | 0.15% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 605 | $305.3K | 0.13% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 607 | $306.0K | 0.05% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 611 | $308.1K | 0.27% | 00.0% | Unchanged |
| KWMG, LLC | 612 | $308.6K | 0.04% | −41−6.3% | Reduced |
| United Bank | 612 | $308.6K | 0.04% | +59+10.7% | Added |
| Fortis Advisors, LLC | 613 | $309.1K | 0.23% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 614 | $309.6K | 0.05% | +614 | New |
| Connors Investor Services Inc | 614 | $310.0K | 0.04% | −24,585−97.6% | Reduced |
| EPG Wealth Management LLC | 615 | $310.0K | 0.09% | +13+2.2% | Added |
| Private Capital Management, LLC | 617 | $311.1K | 0.04% | −6−1.0% | Reduced |
| Capital Investment Services of America, Inc. | 617 | $311.1K | 0.04% | −153−19.9% | Reduced |
| Wellington Shields & Co., LLC | 618 | $311.6K | 0.08% | −232−27.3% | Reduced |
| Olistico Wealth, LLC | 618 | $311.8K | 0.28% | −15−2.4% | Reduced |
| BlackDiamond Wealth Management Inc. | 590 | $312.7K | 0.28% | +3+0.5% | Added |
| Operose Advisors LLC | 621 | $313.1K | 0.12% | +497+400.8% | Added |
| Lakeshore Financial Planning, Inc. | 621 | $313.3K | 0.18% | +621 | New |
| Aufman Associates Inc | 625 | $315.3K | 0.26% | 00.0% | Unchanged |
| Cairn Investment Group, Inc. | 627 | $316.0K | 0.21% | +30+5.0% | Added |
| Seed Wealth Management, Inc. | 627 | $316.1K | 0.36% | 00.0% | Unchanged |
| Cypress Financial Planning LLC | 627 | $316.1K | 0.18% | 00.0% | Unchanged |
| First Personal Financial Services | 627 | $316.1K | 0.08% | −46−6.8% | Reduced |
| Werba Rubin Papier Wealth Management | 628 | $316.6K | 0.11% | +1+0.2% | Added |
| Northstar Group, Inc. | 629 | $317.1K | 0.08% | 00.0% | Unchanged |
| MBA Advisors LLC | 629 | $317.1K | 0.19% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 630 | $317.6K | 0.26% | −120−16.0% | Reduced |
| NovaPoint Capital, LLC | 630 | $317.6K | 0.13% | +38+6.4% | Added |
| Reston Wealth Management LLC | 633 | $319.1K | 0.16% | +36+6.0% | Added |
| Raffa Wealth Management, LLC | 633 | $319.1K | 0.11% | +1+0.2% | Added |
| Birch Hill Investment Advisors LLC | 633 | $319.2K | 0.02% | +16+2.6% | Added |
| Edgemoor Investment Advisors, Inc. | 635 | $320.2K | 0.04% | +80+14.4% | Added |
| One + One Wealth Management, LLC | 636 | $320.7K | 0.21% | 00.0% | Unchanged |
| Independent Family Office, LLC | 636 | $320.7K | 0.20% | +636 | New |
| MGO Private Wealth, LLC | 637 | $321.2K | 0.24% | +114+21.8% | Added |
| Triumph Capital Management | 639 | $322.2K | 0.15% | −137−17.7% | Reduced |
| Endowment Wealth Management, Inc. | 639 | $322.4K | 0.29% | +25+4.1% | Added |
| Antonetti Capital Management LLC | 640 | $322.7K | 0.50% | −1−0.2% | Reduced |
| Greatmark Investment Partners, Inc. | 640 | $322.7K | 0.06% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 642 | $323.6K | 0.15% | −59−8.4% | Reduced |
| Citizens & Northern Corp | 643 | $324.2K | 0.13% | +3+0.5% | Added |
| Bill Few Associates, Inc. | 644 | $324.7K | 0.17% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 647 | $326.2K | 0.27% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 647 | $326.2K | 0.28% | +36+5.9% | Added |
| Evanson Asset Management, LLC | 648 | $326.8K | 0.03% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 650 | $327.7K | 0.07% | 00.0% | Unchanged |
| Wealthcare Capital Management LLC | 652 | $328.7K | 0.04% | +9+1.4% | Added |
| LBMC Investment Advisors, LLC | 647 | $329.6K | 0.04% | −51−7.3% | Reduced |
| M. Kraus & Co | 655 | $330.2K | 0.12% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 658 | $331.0K | 0.20% | −1−0.2% | Reduced |
| Custos Family Office, LLC | 657 | $331.4K | 0.22% | −36−5.2% | Reduced |
| Landaas & Co | 659 | $332.0K | 0.14% | +659 | New |
| Howard Wealth Management, LLC | 659 | $332.3K | 0.31% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 661 | $333.3K | 0.11% | 00.0% | Unchanged |
| Bridge Advisory, LLC | 662 | $333.6K | 0.12% | +75+12.8% | Added |
| Merriman Wealth Management, LLC | 663 | $334.3K | 0.02% | +21+3.3% | Added |
| Kinloch Capital, LLC | 664 | $334.8K | 0.21% | −101−13.2% | Reduced |
| Garden State Investment Advisory Services LLC | 665 | $335.4K | 0.16% | +155+30.4% | Added |
| Old North State Trust, LLC | 666 | $336.0K | 0.26% | −22−3.2% | Reduced |
| Southeast Asset Advisors Inc. | 668 | $336.7K | 0.05% | +1+0.1% | Added |
| Heartwood Wealth Advisors LLC | 668 | $336.8K | 0.05% | −15−2.2% | Reduced |
| Signet Financial Management, LLC | 670 | $338.0K | 0.06% | −62−8.5% | Reduced |
| Paragon Capital Management LLC | 671 | $338.3K | 0.20% | −20−2.9% | Reduced |
| Hillman Capital Management, Inc. | 671 | $338.3K | 0.13% | 00.0% | Unchanged |
| Bath Savings Trust Co | 673 | $339.3K | 0.04% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 673 | $339.5K | 0.04% | +26+4.0% | Added |
| Family Firm, Inc. | 674 | $339.7K | 0.10% | +2+0.3% | Added |
| GSG Advisors LLC | 674 | $340.0K | 0.17% | +674 | New |
| TrueWealth Advisors, LLC | 678 | $341.7K | 0.14% | +678 | New |
| Flaharty Asset Management, LLC | 680 | $342.8K | 0.06% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 682 | $344.0K | 0.23% | −25−3.5% | Reduced |
| Wayfinding Financial, LLC | 668 | $344.0K | 0.26% | +14+2.1% | Added |
| Client 1st Advisory Group, LLC | 683 | $344.4K | 0.18% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 683 | $344.5K | 0.14% | +1+0.1% | Added |
| 4J Wealth Management LLC | 685 | $345.4K | 0.34% | +12+1.8% | Added |
| Autumn Glory Partners, LLC | 685 | $345.4K | 0.21% | 00.0% | Unchanged |
| Seldon Capital LP | 687 | $346.4K | 0.32% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 687 | $346.5K | 0.07% | +96+16.2% | Added |
| Sittner & Nelson, LLC | 687 | $346.5K | 0.20% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 688 | $347.0K | 0.16% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 691 | $348.2K | 0.08% | +7+1.0% | Added |
| KilterHowling LLC | 692 | $348.7K | 0.31% | +8+1.2% | Added |
| Gemmer Asset Management LLC | 692 | $348.9K | 0.05% | −66−8.7% | Reduced |
| RTD Financial Advisors, Inc. | 699 | $352.4K | 0.05% | 00.0% | Unchanged |
| QCM Cayman, Ltd. | 699 | $352.4K | 2.29% | +699 | New |
| CCG Wealth Management, LLC | 700 | $352.9K | 0.23% | +58+9.0% | Added |
| Moreno Evelyn V | 701 | $353.4K | 0.08% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 701 | $353.4K | 0.06% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 706 | $355.9K | 0.13% | +56+8.6% | Added |
| Massachusetts Wealth Management | 707 | $356.5K | 0.33% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 708 | $356.7K | 0.10% | +11+1.6% | Added |
| Callan Family Office, LLC | 708 | $357.0K | 0.10% | −1,098−60.8% | Reduced |
| Xcel Wealth Management, LLC | 708 | $357.0K | 0.14% | −255−26.5% | Reduced |
| RW Investment Management LLC | 708 | $357.0K | 0.06% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 708 | $357.0K | 0.18% | 00.0% | Unchanged |
| Main Street Research LLC | 709 | $357.4K | 0.04% | −143−16.8% | Reduced |
| waypoint wealth counsel | 709 | $357.6K | 0.34% | +51+7.8% | Added |
| Brave Warrior Advisors, LLC | 710 | $358.0K | 0.01% | −396−35.8% | Reduced |
| Jamison Private Wealth Management, Inc. | 710 | $358.0K | 0.07% | +710 | New |
| Monticello Wealth Management, LLC | 712 | $359.0K | 0.04% | +712 | New |