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
- 3,145
- +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 | 3,395 | $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 |
|---|---|---|---|---|---|
| Facet Wealth, Inc. | 672 | $359.7K | 0.02% | +41+6.5% | Added |
| Cherry Tree Wealth Management, LLC | 715 | $360.3K | 0.11% | 00.0% | Unchanged |
| Jackson Square Partners, LLC | 715 | $360.5K | 0.01% | −263−26.9% | Reduced |
| Blue Barn Wealth, LLC | 716 | $361.0K | 0.24% | +1+0.1% | Added |
| Arbor Investment Advisors, LLC | 717 | $361.5K | 0.06% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 718 | $361.9K | 0.29% | +20+2.9% | Added |
| Kerntke Otto McGlone Wealth Management Group | 718 | $362.5K | 0.37% | −43−5.7% | Reduced |
| Power Corp of Canada | 719 | $362.5K | 0.02% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 707 | $362.5K | 0.39% | +10+1.4% | Added |
| Eubel Brady & Suttman Asset Management Inc | 719 | $363.0K | 0.05% | +4+0.6% | Added |
| Lodestar Private Asset Management LLC | 722 | $364.0K | 0.06% | −23−3.1% | Reduced |
| Empire Financial Management Company, LLC | 724 | $365.0K | 0.16% | −91−11.2% | Reduced |
| Aprio Wealth Management, LLC | 726 | $365.8K | 0.10% | +182+33.5% | Added |
| Aviance Capital Partners, LLC | 729 | $367.4K | 0.08% | −8−1.1% | Reduced |
| New World Advisors LLC | 732 | $369.1K | 0.13% | +7+1.0% | Added |
| Indiana Trust & Investment Management CO | 732 | $369.1K | 0.19% | +150+25.8% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 733 | $369.3K | 0.24% | +1+0.1% | Added |
| Moseley Investment Management Inc | 733 | $369.6K | 0.22% | +3+0.4% | Added |
| Tfo-TDC, LLC | 770 | $370.1K | 0.08% | +6+0.8% | Added |
| Barnes Pettey Financial Advisors, LLC | 735 | $370.6K | 0.34% | 00.0% | Unchanged |
| Innova Wealth Partners | 737 | $371.6K | 0.33% | +21+2.9% | Added |
| Boston Research & Management Inc | 740 | $373.0K | 0.11% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 744 | $375.1K | 0.15% | −340−31.4% | Reduced |
| Alliance Wealth Advisors, LLC | 744 | $375.1K | 0.27% | −6−0.8% | Reduced |
| Lee Danner & Bass Inc | 745 | $376.0K | 0.03% | +15+2.1% | Added |
| First Heartland Consultants, Inc. | 747 | $376.0K | 0.05% | +147+24.5% | Added |
| Merlin Capital LLC | 748 | $377.1K | 1.41% | +8+1.1% | Added |
| Shulman DeMeo Asset Management LLC | 749 | $377.7K | 0.13% | +3+0.4% | Added |
| One Day In July LLC | 750 | $378.1K | 0.07% | +750 | New |
| White Knight Strategic Wealth Advisors, LLC | 750 | $378.1K | 0.50% | +750 | New |
| Red Lighthouse Investment Management, LLC | 758 | $382.2K | 0.18% | +36+5.0% | Added |
| Bernardo Wealth Planning LLC | 759 | $382.6K | 0.15% | +1+0.1% | Added |
| Clark Financial Services Group Inc | 759 | $382.7K | 0.52% | +1+0.1% | Added |
| Osterweis Capital Management Inc | 764 | $385.2K | 0.03% | 00.0% | Unchanged |
| Narus Financial Partners, LLC | 767 | $386.7K | 0.20% | +38+5.2% | Added |
| VisionPoint Advisory Group, LLC | 767 | $386.8K | 0.17% | +185+31.8% | Added |
| Gray Wealth Management Inc. | 768 | $387.2K | 0.20% | +102+15.3% | Added |
| Southern Capital Advisors, LLC | 768 | $387.2K | 0.32% | +768 | New |
| Sandy Cove Advisors, LLC | 768 | $387.2K | 0.22% | −55−6.7% | Reduced |
| Westshore Wealth, LLC | 768 | $387.3K | 0.22% | +17+2.3% | Added |
| Financial Planning & Information Services, Inc. | 768 | $387.3K | 0.07% | −5−0.6% | Reduced |
| Newton One Investments LLC | 770 | $388.2K | 0.23% | +3+0.4% | Added |
| Financial Council Asset Management Inc | 770 | $388.2K | 0.31% | +37+5.0% | Added |
| Aft, Forsyth & Company, Inc. | 774 | $390.2K | 0.29% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 737 | $390.8K | 0.14% | +24+3.4% | Added |
| Intelligence Driven Advisers, LLC | 766 | $391.1K | 0.07% | +120+18.6% | Added |
| Philadelphia Trust Co | 777 | $392.0K | 0.04% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 778 | $392.1K | 0.27% | +2+0.3% | Added |
| Index Fund Advisors, Inc. | 778 | $392.3K | 0.03% | −9−1.1% | Reduced |
| Canvas Wealth Advisors, LLC | 745 | $392.5K | 0.16% | +17+2.3% | Added |
| Castleview Partners, LLC | 779 | $392.8K | 0.36% | +8+1.0% | Added |
| Bank Ozk | 780 | $393.3K | 0.22% | −228−22.6% | Reduced |
| Tandem Wealth Advisors LLC | 781 | $393.8K | 0.24% | −8−1.0% | Reduced |
| Warren Street Wealth Advisors, LLC | 783 | $394.8K | 0.26% | +73+10.3% | Added |
| Private Capital Management LLC | 783 | $394.8K | 0.11% | +85+12.2% | Added |
| Fortem Financial Group, LLC | 786 | $396.4K | 0.23% | −36−4.4% | Reduced |
| Kelman-Lazarov, Inc. | 787 | $396.8K | 0.09% | +3+0.4% | Added |
| Brooks, Moore & Associates, Inc. | 787 | $397.0K | 0.30% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 773 | $397.8K | 0.32% | −23−2.9% | Reduced |
| Luts & Greenleigh Group, Inc | 790 | $398.5K | 0.49% | −213−21.2% | Reduced |
| Avenue 1 Advisors, LLC | 792 | $399.3K | 0.19% | +2+0.3% | Added |
| Element Wealth, LLC | 794 | $400.1K | 0.29% | +1+0.1% | Added |
| Global Strategic Investment Solutions, LLC | 796 | $401.4K | 0.05% | −4−0.5% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 798 | $402.2K | 0.36% | −74−8.5% | Reduced |
| Capstone Financial Advisors, Inc. | 798 | $402.3K | 0.03% | +73+10.1% | Added |
| Impact Partnership Wealth, LLC | 800 | $403.4K | 0.13% | +754+1,639.1% | Added |
| Woodstock Corp | 801 | $403.9K | 0.05% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 801 | $403.9K | 0.09% | −350−30.4% | Reduced |
| Beaton Management Co. Inc. | 804 | $405.0K | 0.26% | +4+0.5% | Added |
| Benin Management CORP | 804 | $405.4K | 0.15% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 805 | $405.8K | 0.08% | +64+8.6% | Added |
| Caerus Investment Advisors, LLC | 808 | $407.4K | 0.42% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 792 | $407.5K | 0.21% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 810 | $408.0K | 0.07% | −303−27.2% | Reduced |
| Milestone Investment Advisors LLC | 811 | $408.9K | 0.12% | +811 | New |
| Lantz Financial LLC | 812 | $409.4K | 0.16% | +10+1.2% | Added |
| Summit Financial Strategies, Inc. | 813 | $409.8K | 0.08% | +36+4.6% | Added |
| Chickasaw Capital Management LLC | 815 | $411.0K | 0.02% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 816 | $411.4K | 0.17% | +200+32.5% | Added |
| West Wealth Group, LLC | 818 | $412.3K | 0.18% | +222+37.2% | Added |
| Rosenberg Matthew Hamilton | 819 | $413.2K | 0.14% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 821 | $413.8K | 0.63% | +3+0.4% | Added |
| Rodgers Brothers Inc. | 822 | $414.4K | 0.07% | +822 | New |
| Rosenbaum Jay D. | 823 | $414.9K | 0.70% | +254+44.6% | Added |
| ETF Portfolio Partners, Inc. | 823 | $415.2K | 0.15% | +14+1.7% | Added |
| Legacy Trust | 829 | $418.0K | 0.12% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 832 | $419.5K | 0.02% | −278−25.0% | Reduced |
| Callan Capital, LLC | 833 | $419.8K | 0.04% | +302+56.9% | Added |
| Allegheny Financial Group LTD | 834 | $420.3K | 0.16% | +3+0.4% | Added |
| Gallagher Fiduciary Advisors, LLC | 834 | $420.5K | 0.04% | −1,310−61.1% | Reduced |
| Wendell David Associates Inc | 837 | $422.0K | 0.05% | −42−4.8% | Reduced |
| Octavia Wealth Advisors, LLC | 837 | $422.0K | 0.09% | +69+9.0% | Added |
| Advisor Resource Council | 838 | $422.5K | 0.28% | −66−7.3% | Reduced |
| SOA Wealth Advisors, LLC. | 840 | $423.3K | 0.11% | +3+0.4% | Added |
| Regatta Capital Group, LLC | 840 | $423.5K | 0.13% | −78−8.5% | Reduced |
| Rock Creek Group, LP | 840 | $423.5K | 0.05% | −533−38.8% | Reduced |
| Genesee Capital Advisors, LLC | 841 | $424.0K | 0.30% | −1,803−68.2% | Reduced |
| Elite Wealth Management, Inc. | 841 | $424.0K | 0.14% | 00.0% | Unchanged |
| Invictus Private Wealth, LLC | 842 | $424.5K | 0.05% | −7−0.8% | Reduced |
| Columbia Asset Management | 843 | $425.0K | 0.09% | −20−2.3% | Reduced |