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 |
|---|---|---|---|---|---|
| Redwood Financial Network Corp | 844 | $425.6K | 0.45% | −119−12.4% | Reduced |
| BCJ Capital Management, LLC | 846 | $426.5K | 0.04% | −74−8.0% | Reduced |
| Element Pointe Advisors, LLC | 846 | $426.5K | 0.14% | +134+18.8% | Added |
| Pasadena Private Wealth, LLC | 848 | $427.4K | 0.13% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 849 | $428.1K | 0.17% | +3+0.4% | Added |
| Kaydan Wealth Management, Inc. | 850 | $428.6K | 0.17% | −51−5.7% | Reduced |
| Foster Victor Wealth Advisors, LLC | 819 | $429.8K | 0.05% | −14−1.7% | Reduced |
| Avaii Wealth Management, LLC | 853 | $430.1K | 0.33% | +17+2.0% | Added |
| Hudson Value Partners, LLC | 854 | $430.6K | 0.23% | +309+56.7% | Added |
| Lanham O'Dell & Company, Inc. | 855 | $431.1K | 0.35% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 856 | $431.4K | 0.08% | +100+13.2% | Added |
| Traphagen Investment Advisors LLC | 857 | $432.1K | 0.05% | −21−2.4% | Reduced |
| Mascoma Wealth Management LLC | 858 | $432.6K | 0.14% | +92+12.0% | Added |
| HF Advisory Group, LLC | 841 | $433.1K | 0.32% | +106+14.4% | Added |
| First International Bank & Trust | 859 | $433.1K | 0.16% | −467−35.2% | Reduced |
| Echo45 Advisors LLC | 859 | $433.1K | 0.37% | −64−6.9% | Reduced |
| Western Pacific Wealth Management, LP | 860 | $433.6K | 0.36% | −41−4.6% | Reduced |
| Raleigh Capital Management Inc. | 860 | $433.9K | 0.22% | +130+17.8% | Added |
| Jacobs Levy Equity Management, Inc | 862 | $434.6K | 0.00% | +862 | New |
| High Pines Wealth Management, LLC | 862 | $434.8K | 0.72% | +238+38.1% | Added |
| Horizon Financial Services, LLC | 863 | $435.1K | 0.35% | 00.0% | Unchanged |
| Sterling Group Wealth Management, LLC | 863 | $435.1K | 0.41% | 00.0% | Unchanged |
| Peterson Wealth Services | 864 | $435.5K | 0.33% | +17+2.0% | Added |
| Benedict Financial Advisors Inc | 864 | $435.8K | 0.13% | +252+41.2% | Added |
| First United Bank Trust | 865 | $436.1K | 0.20% | −13−1.5% | Reduced |
| McGowan Group Asset Management, Inc. | 865 | $436.3K | 0.07% | +139+19.1% | Added |
| Continuum Wealth Advisors, LLC | 866 | $436.6K | 0.31% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 866 | $436.6K | 0.11% | +42+5.1% | Added |
| Kavar Capital Partners Group, LLC | 867 | $437.1K | 0.09% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 868 | $437.6K | 0.04% | 00.0% | Unchanged |
| Trellis Advisors, LLC | 870 | $438.6K | 0.20% | 00.0% | Unchanged |
| Corrado Advisors, LLC | 871 | $439.1K | 0.30% | +871 | New |
| Spotlight Asset Group, Inc. | 872 | $439.7K | 0.40% | +90+11.5% | Added |
| Trust Co of Oklahoma | 874 | $440.7K | 0.18% | +874 | New |
| Birchcreek Wealth Management, LLC | 875 | $441.2K | 0.30% | −56−6.0% | Reduced |
| Jackson Hole Capital Partners, LLC | 875 | $441.2K | 0.13% | 00.0% | Unchanged |
| Satovsky Asset Management LLC | 875 | $441.4K | 0.15% | +3+0.3% | Added |
| JTC Employer Solutions Trusteee Ltd | 898 | $442.0K | 0.04% | 00.0% | Unchanged |
| Westmount Partners, LLC | 878 | $442.6K | 0.19% | +7+0.8% | Added |
| Sherbrooke Park Advisers LLC | 879 | $443.2K | 0.14% | −321−26.8% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 881 | $444.2K | 0.04% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 881 | $444.2K | 0.05% | −2−0.2% | Reduced |
| Wellspring Financial Advisors, LLC | 883 | $445.3K | 0.13% | +883 | New |
| Towerpoint Wealth, LLC | 884 | $445.7K | 0.26% | −4−0.5% | Reduced |
| Grassi Investment Management | 885 | $446.0K | 0.05% | 00.0% | Unchanged |
| Prostatis Group LLC | 824 | $446.4K | 0.22% | −73,144−98.9% | Reduced |
| Juncture Wealth Strategies, LLC | 886 | $446.7K | 0.22% | 00.0% | Unchanged |
| Old Port Advisors | 888 | $447.9K | 0.16% | +888 | New |
| Ridgecrest Wealth Partners, LLC | 891 | $449.1K | 0.32% | −17−1.9% | Reduced |
| StrategIQ Financial Group, LLC | 891 | $449.4K | 0.05% | +32+3.7% | Added |
| Paragon Private Wealth Management, LLC | 892 | $449.7K | 0.37% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 892 | $449.9K | 0.10% | +133+17.5% | Added |
| Hazlett, Burt & Watson, Inc. | 891 | $450.0K | 0.34% | +24+2.8% | Added |
| Forza Wealth Management, LLC | 893 | $450.2K | 0.23% | −50−5.3% | Reduced |
| Baker Ellis Asset Management LLC | 894 | $450.7K | 0.08% | −100−10.1% | Reduced |
| Lockerman Financial Group, Inc. | 896 | $451.8K | 1.22% | +18+2.1% | Added |
| Values Added Financial LLC | 897 | $452.3K | 0.41% | −18−2.0% | Reduced |
| Liberty Wealth Management LLC | 898 | $453.0K | 0.11% | −25−2.7% | Reduced |
| Albert D Mason Inc | 898 | $453.0K | 0.33% | +30+3.5% | Added |
| VitalStone Financial, LLC | 837 | $453.0K | 0.38% | +832+16,640.0% | Added |
| Barrett & Company, Inc. | 899 | $453.3K | 0.27% | 00.0% | Unchanged |
| First Community Trust NA | 901 | $454.3K | 0.52% | −60−6.2% | Reduced |
| Paloma Partners Management Co | 906 | $456.8K | 0.09% | −2,364−72.3% | Reduced |
| Ullmann Financial Group, Inc. | 906 | $456.9K | 0.09% | +118+15.0% | Added |
| Reynders McVeigh Capital Management, LLC | 908 | $458.0K | 0.03% | −25−2.7% | Reduced |
| Mayport, LLC | 909 | $458.2K | 0.25% | 00.0% | Unchanged |
| Centennial Bank | 909 | $458.3K | 0.32% | +45+5.2% | Added |
| WealthPlan Investment Management, LLC | 911 | $459.3K | 0.08% | +293+47.4% | Added |
| REDW Wealth LLC | 911 | $459.3K | 0.14% | −27−2.9% | Reduced |
| Ellsworth Advisors, LLC | 864 | $459.4K | 0.16% | +2+0.2% | Added |
| BluePath Capital Management, LLC | 913 | $460.3K | 0.42% | +913 | New |
| Exchange Bank | 913 | $460.3K | 0.44% | +128+16.3% | Added |
| New England Capital Financial Advisors LLC | 916 | $461.9K | 0.32% | +1+0.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 917 | $462.4K | 0.25% | +917 | New |
| GeoWealth Management, LLC | 918 | $463.0K | 0.05% | +170+22.7% | Added |
| Michael S. Ryan, Inc. | 866 | $463.8K | 0.44% | +9+1.1% | Added |
| HFR Wealth Management, LLC | 920 | $464.0K | 0.14% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 922 | $464.9K | 0.37% | +65+7.6% | Added |
| Cassia Capital Partners, LLC | 923 | $465.4K | 0.38% | +22+2.4% | Added |
| Klingenstein Fields & Co LP | 923 | $465.4K | 0.02% | +88+10.5% | Added |
| Cooper/Haims Advisors, LLC | 924 | $465.6K | 0.36% | +1+0.1% | Added |
| Insight Folios Inc | 924 | $465.7K | 0.23% | +2+0.2% | Added |
| Private Ocean, LLC | 924 | $465.8K | 0.06% | −348−27.4% | Reduced |
| First Bank & Trust | 927 | $467.4K | 0.12% | 00.0% | Unchanged |
| Whitford Management LLC | 928 | $468.0K | 0.61% | +54+6.2% | Added |
| Burke & Herbert Bank & Trust Co | 932 | $469.9K | 0.38% | 00.0% | Unchanged |
| Apella Capital, LLC | 932 | $469.9K | 0.03% | +11+1.2% | Added |
| Cornerstone Capital, Inc. | 935 | $471.4K | 0.06% | 00.0% | Unchanged |
| Security National Bank of So Dak | 936 | $471.9K | 0.35% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 939 | $473.4K | 0.13% | −2−0.2% | Reduced |
| Van Strum & Towne Inc. | 945 | $476.5K | 0.20% | 00.0% | Unchanged |
| SRB Corp | 946 | $477.0K | 0.03% | +32+3.5% | Added |
| Kure Advisory, LLC | 947 | $477.5K | 0.27% | +947 | New |
| PRW Wealth Management LLC | 901 | $477.5K | 0.18% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 948 | $477.9K | 0.42% | +1+0.1% | Added |
| Red Wave Investments LLC | 948 | $478.0K | 0.20% | −1−0.1% | Reduced |
| Pettyjohn, Wood & White, Inc | 950 | $479.0K | 0.11% | +234+32.7% | Added |
| Amplius Wealth Advisors, LLC | 955 | $481.6K | 0.06% | −61−6.0% | Reduced |
| Etesian Wealth Advisors, Inc. | 959 | $483.5K | 0.33% | −4−0.4% | Reduced |
| Greenwood Gearhart Inc | 960 | $484.0K | 0.06% | −30−3.0% | Reduced |