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 |
|---|---|---|---|---|---|
| Palmer Knight Co | 963 | $485.5K | 0.33% | 00.0% | Unchanged |
| BHK Investment Advisors, LLC | 964 | $486.1K | 0.22% | −85−8.1% | Reduced |
| Cascade Investment Group, Inc. | 965 | $486.4K | 0.46% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 967 | $487.7K | 0.25% | −21−2.1% | Reduced |
| Coastal Bridge Advisors, LLC | 973 | $490.8K | 0.13% | +70+7.8% | Added |
| Cubist Systematic Strategies, LLC | 979 | $493.6K | 0.01% | −2,044−67.6% | Reduced |
| Tower Wealth Partners, Inc. | 979 | $493.6K | 0.41% | +14+1.5% | Added |
| Guardian Wealth Advisors, LLC | 979 | $493.8K | 0.38% | −58−5.6% | Reduced |
| Byrne Asset Management LLC | 982 | $495.0K | 0.41% | – | – |
| Cheviot Value Management, LLC | 985 | $496.6K | 0.11% | +24+2.5% | Added |
| Vaughan Nelson Investment Management, L.P. | 985 | $497.0K | 0.01% | −380−27.8% | Reduced |
| HWG Holdings LP | 987 | $497.6K | 0.28% | +46+4.9% | Added |
| Regal Wealth Group, Inc. | 991 | $499.5K | 0.34% | 00.0% | Unchanged |
| First American Trust, FSB | 993 | $500.7K | 0.07% | +116+13.2% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 997 | $502.7K | 0.07% | −8−0.8% | Reduced |
| Levy Wealth Management Group, LLC | 1,000 | $504.1K | 0.16% | +3+0.3% | Added |
| Bedel Financial Consulting, Inc. | 1,000 | $504.2K | 0.10% | 00.0% | Unchanged |
| Bedel Financial Consulting Inc | 1,000 | $504.2K | 0.10% | +1,000 | New |
| Gerber Kawasaki Wealth & Investment Management | 1,002 | $505.2K | 0.03% | +56+5.9% | Added |
| Wharton Business Group, LLC | 1,004 | $506.0K | 0.03% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 1,004 | $506.2K | 0.32% | −53−5.0% | Reduced |
| Aldebaran Financial Inc. | 1,005 | $506.7K | 0.83% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 1,006 | $507.2K | 0.25% | +50+5.2% | Added |
| Gallacher Capital Management LLC | 1,011 | $509.8K | 0.32% | +545+117.0% | Added |
| Sandbox Financial Partners, LLC | 1,011 | $509.8K | 0.27% | −147−12.7% | Reduced |
| Seelaus Asset Management LLC | 1,012 | $510.3K | 0.58% | −75−6.9% | Reduced |
| General Partner, Inc. | 1,002 | $511.4K | 0.46% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 1,014 | $511.5K | 0.05% | +23+2.3% | Added |
| Imprint Wealth LLC | 1,017 | $512.8K | 0.43% | −699−40.7% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 1,022 | $515.3K | 0.26% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 1,022 | $515.3K | 0.47% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 1,023 | $515.8K | 0.32% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 1,024 | $516.3K | 0.14% | +24+2.4% | Added |
| 360 Financial, Inc. | 1,006 | $517.7K | 0.32% | +100+11.0% | Added |
| Lifeworks Advisors, LLC | 1,031 | $519.8K | 0.20% | −31−2.9% | Reduced |
| Hengehold Capital Management LLC | 1,032 | $520.2K | 0.07% | 00.0% | Unchanged |
| Garda Capital Partners LP | 1,033 | $520.8K | 0.33% | −238−18.7% | Reduced |
| Lesa Sroufe & Co | 1,035 | $522.0K | 0.56% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 1,041 | $525.0K | 0.29% | +139+15.4% | Added |
| Family Management Corp | 1,042 | $525.4K | 0.12% | −45−4.1% | Reduced |
| Belmont Capital, LLC | 1,045 | $526.8K | 0.28% | +980+1,507.7% | Added |
| MEMBERS Trust Co | 1,034 | $527.4K | 0.02% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 1,049 | $528.9K | 0.35% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 1,050 | $529.4K | 0.04% | +31+3.0% | Added |
| Ionic Capital Management LLC | 1,051 | $529.9K | 0.21% | +1,051 | New |
| Fairview Capital Investment Management, LLC | 1,056 | $532.4K | 0.03% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 1,056 | $532.4K | 0.06% | +410+63.5% | Added |
| BCS Wealth Management | 1,058 | $533.0K | 0.22% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 1,059 | $533.9K | 0.01% | +55+5.5% | Added |
| Klingman & Associates, LLC | 1,061 | $534.9K | 0.04% | +1+0.1% | Added |
| Integrated Investment Consultants, LLC | 1,061 | $535.0K | 0.19% | −550−34.1% | Reduced |
| New Jersey Better Educational Savings Trust | 1,063 | $536.0K | 1.31% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,064 | $536.5K | 0.37% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 1,065 | $536.8K | 0.17% | −21−1.9% | Reduced |
| Renaissance Investment Group LLC | 1,066 | $537.5K | 0.15% | −50−4.5% | Reduced |
| Harvey Capital Management Inc | 1,066 | $537.5K | 0.19% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 1,066 | $537.5K | 0.17% | +100+10.4% | Added |
| TFB Advisors LLC | 1,067 | $538.0K | 0.65% | +147+16.0% | Added |
| Vahanian & Associates Financial Planning Inc. | 1,071 | $540.0K | 1.73% | +1,071 | New |
| Invesco, LLC | 1,072 | $540.5K | 0.27% | −403−27.3% | Reduced |
| HHM Wealth Advisors, LLC | 1,073 | $541.0K | 0.11% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 1,073 | $541.0K | 0.03% | +69+6.9% | Added |
| Northwest Wealth Management, LLC | 1,074 | $541.6K | 0.19% | +7+0.7% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,076 | $542.5K | 0.01% | +428+66.0% | Added |
| Bourgeon Capital Management LLC | 1,076 | $542.5K | 0.13% | −250−18.9% | Reduced |
| Relative Value Partners Group, LLC | 1,076 | $542.6K | 0.04% | +1,076 | New |
| Clear Creek Financial Management, LLC | 1,077 | $543.0K | 0.10% | −220−17.0% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 1,078 | $543.5K | 0.29% | +208+23.9% | Added |
| Hemington Wealth Management | 1,080 | $544.0K | 0.26% | −125−10.4% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,078 | $544.0K | 0.30% | 00.0% | Unchanged |
| Unionview, LLC | 1,083 | $546.0K | 0.52% | +10+0.9% | Added |
| Golden Green, Inc. | 1,083 | $546.0K | 0.57% | +81+8.1% | Added |
| Hexagon Capital Partners LLC | 1,083 | $546.1K | 0.14% | +38+3.6% | Added |
| Austin Private Wealth, LLC | 1,084 | $546.5K | 0.08% | +76+7.5% | Added |
| High Net Worth Advisory Group LLC | 1,085 | $547.2K | 0.22% | +93+9.4% | Added |
| Charter Oak Capital Management, LLC | 1,086 | $547.8K | 0.07% | +1+0.1% | Added |
| Horan Capital Advisors, LLC. | 1,088 | $548.6K | 0.22% | +624+134.5% | Added |
| Silver Oak Securities, Inc | 1,090 | $549.6K | 0.12% | −1,482−57.6% | Reduced |
| Dentgroup LLC | 1,095 | $552.0K | 0.41% | −66−5.7% | Reduced |
| Lafayette Investments, Inc. | 1,095 | $552.1K | 0.15% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 1,095 | $552.3K | 0.61% | +1+0.1% | Added |
| Balboa Wealth Partners | 1,096 | $552.6K | 0.21% | +206+23.1% | Added |
| Resurgent Financial Advisors LLC | 1,097 | $553.1K | 0.38% | −91−7.7% | Reduced |
| NFP Retirement, Inc. | 1,101 | $554.9K | 0.11% | +13+1.2% | Added |
| Westwood Management Corp | 1,100 | $555.0K | 0.08% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 1,101 | $555.3K | 0.27% | 00.0% | Unchanged |
| Thomasville National Bank | 1,105 | $557.1K | 0.05% | −263−19.2% | Reduced |
| Arcataur Capital Management LLC | 1,110 | $559.7K | 0.23% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 1,111 | $560.2K | 0.55% | +200+22.0% | Added |
| Horizon Wealth Management, LLC | 1,114 | $561.9K | 0.23% | +4+0.4% | Added |
| Deseret Mutual Benefit Administrators | 1,115 | $562.2K | 0.28% | −87−7.2% | Reduced |
| Zuckerman Investment Group, LLC | 1,118 | $563.7K | 0.08% | +65+6.2% | Added |
| Tillman Hartley LLC | 1,119 | $564.2K | 0.23% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 1,120 | $564.7K | 0.09% | +1+0.1% | Added |
| Miramar Capital, LLC | 1,122 | $565.7K | 0.15% | −189−14.4% | Reduced |
| MTM Investment Management, LLC | 1,123 | $566.2K | 0.29% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,126 | $567.7K | 0.01% | +1,126 | New |
| Rappaport Reiches Capital Management, LLC | 1,135 | $572.3K | 0.24% | +4+0.4% | Added |
| Hyperion Partners, LLC | 1,137 | $573.3K | 0.49% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 1,141 | $575.3K | 0.01% | −2,275−66.6% | Reduced |