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 |
|---|---|---|---|---|---|
| Corton Capital Inc. | 1,141 | $575.3K | 0.29% | −435−27.6% | Reduced |
| Tectonic Advisors LLC | 1,142 | $575.6K | 0.05% | −10−0.9% | Reduced |
| Perritt Capital Management Inc | 1,145 | $577.0K | 0.33% | +8+0.7% | Added |
| Successful Portfolios LLC | 1,147 | $578.4K | 0.51% | +10+0.9% | Added |
| Heck Capital Advisors, LLC | 1,150 | $579.8K | 0.11% | −13−1.1% | Reduced |
| GenTrust, LLC | 1,151 | $580.3K | 0.04% | 00.0% | Unchanged |
| Windsor Group LTD | 1,153 | $581.0K | 0.11% | +4+0.3% | Added |
| Moody Aldrich Partners LLC | 1,138 | $581.2K | 0.11% | +1,138 | New |
| Spectrum Asset Management, Inc. (NB/CA) | 1,153 | $581.3K | 0.31% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 1,160 | $584.9K | 0.16% | +5+0.4% | Added |
| GTS Securities LLC | 1,161 | $585.4K | 0.01% | +1,161 | New |
| Coury Firm Asset Management LLC | 1,169 | $589.2K | 0.94% | +273+30.5% | Added |
| Baker Boyer National Bank | 1,173 | $591.4K | 0.24% | +3+0.3% | Added |
| Linscomb & Williams, Inc. | 1,173 | $591.5K | 0.03% | +383+48.5% | Added |
| Smith Anglin Financial, LLC | 1,176 | $592.7K | 0.07% | +101+9.4% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 1,163 | $593.0K | 0.30% | +5+0.4% | Added |
| Brown Capital Management LLC | 1,180 | $594.9K | 0.01% | −164−12.2% | Reduced |
| Quadrant Private Wealth Management, LLC | 1,180 | $594.9K | 0.20% | −55−4.5% | Reduced |
| Copperwynd Financial, LLC | 1,185 | $597.5K | 0.28% | −13−1.1% | Reduced |
| Oxford Financial Group Ltd | 1,185 | $597.5K | 0.05% | −529−30.9% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 1,187 | $598.4K | 0.09% | +16+1.4% | Added |
| Dillon & Associates Inc | 1,188 | $599.0K | 0.12% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 1,188 | $599.1K | 0.49% | +14+1.2% | Added |
| Washington Trust Co | 1,190 | $600.0K | 0.03% | −6−0.5% | Reduced |
| Latitude Advisors, LLC | 1,193 | $601.5K | 0.43% | +109+10.1% | Added |
| Carr Financial Group Corp | 1,133 | $601.6K | 0.24% | +560+97.7% | Added |
| Visionary Wealth Advisors | 1,194 | $602.1K | 0.05% | −83−6.5% | Reduced |
| Gilman Hill Asset Management, LLC | 1,197 | $603.5K | 0.12% | −9−0.7% | Reduced |
| Braun-Bostich & Associates Inc. | 1,197 | $603.5K | 1.13% | +493+70.0% | Added |
| Sonata Capital Group Inc | 1,197 | $604.0K | 0.32% | 00.0% | Unchanged |
| Navalign, LLC | 1,199 | $604.5K | 0.23% | +1,199 | New |
| Penobscot Wealth Management | 1,199 | $605.0K | 0.46% | 00.0% | Unchanged |
| HighVista Strategies LLC | 1,200 | $605.0K | 0.28% | +1,200 | New |
| Fortress Wealth Group, LLC | 1,190 | $606.3K | 0.40% | +3+0.3% | Added |
| FFT Wealth Management LLC | 1,204 | $607.0K | 0.08% | +59+5.2% | Added |
| Peoples Bank | 1,206 | $608.1K | 0.40% | +12+1.0% | Added |
| Alterity Financial Group, LLC | 1,207 | $608.5K | 0.96% | +15+1.3% | Added |
| Holistic Financial Partners | 1,208 | $609.1K | 0.40% | −29−2.3% | Reduced |
| Goldstein Advisors, LLC | 1,210 | $609.8K | 0.13% | +99+8.9% | Added |
| GFG Capital, LLC | 1,210 | $609.8K | 0.20% | +81+7.2% | Added |
| McGlone Suttner Wealth Management, Inc. | 1,212 | $612.5K | 0.14% | +9+0.7% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,215 | $612.6K | 0.12% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 1,217 | $613.6K | 0.30% | +19+1.6% | Added |
| Cypress Wealth Services, LLC | 1,218 | $614.1K | 0.17% | +14+1.2% | Added |
| Baker Avenue Asset Management, LP | 1,219 | $614.7K | 0.03% | +20+1.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,220 | $615.1K | 0.29% | +67+5.8% | Added |
| Bangor Savings Bank | 1,222 | $616.1K | 0.07% | +46+3.9% | Added |
| Armbruster Capital Management, Inc. | 1,225 | $617.6K | 0.16% | 00.0% | Unchanged |
| Midwest Financial Group LLC | 1,225 | $618.0K | 0.52% | +9+0.7% | Added |
| Blueprint Investment Partners LLC | 1,226 | $618.2K | 0.20% | +1,226 | New |
| CoreCap Advisors, LLC | 1,232 | $621.2K | 0.04% | −68−5.2% | Reduced |
| Curbstone Financial Management Corp | 1,232 | $621.2K | 0.15% | −16−1.3% | Reduced |
| Sound Income Strategies, LLC | 1,233 | $621.4K | 0.05% | +90+7.9% | Added |
| Aspen Grove Capital, LLC | 1,236 | $623.2K | 0.23% | −340−21.6% | Reduced |
| Traynor Capital Management, Inc. | 1,236 | $623.4K | 0.08% | −257−17.2% | Reduced |
| Independent Solutions Wealth Management, LLC | 1,237 | $623.7K | 0.17% | −251−16.9% | Reduced |
| Parnassus Investments | 1,237 | $623.7K | 0.00% | +100+8.8% | Added |
| Sutton Wealth Advisors Inc. | 1,237 | $623.7K | 0.31% | +35+2.9% | Added |
| Hoxton Planning & Management, LLC | 1,240 | $625.0K | 0.40% | +6+0.5% | Added |
| Kowal Investment Group, LLC | 1,241 | $625.9K | 0.17% | +72+6.2% | Added |
| First City Capital Management, Inc. | 1,242 | $626.2K | 0.39% | +1+0.1% | Added |
| Mitchell Sinkler & Starr | 1,242 | $626.2K | 0.19% | +182+17.2% | Added |
| Intrepid Financial Planning Group LLC | 1,248 | $629.2K | 0.33% | 00.0% | Unchanged |
| Invst, LLC | 1,252 | $631.2K | 0.09% | +35+2.9% | Added |
| Column Capital Advisors, LLC | 1,254 | $632.0K | 0.09% | −59−4.5% | Reduced |
| Prairiewood Capital, LLC | 1,256 | $633.3K | 0.41% | +1,256 | New |
| Full Sail Capital, LLC | 1,267 | $638.8K | 0.06% | 00.0% | Unchanged |
| DDFG, Inc | 1,268 | $639.1K | 0.24% | +1+0.1% | Added |
| Angeles Investment Advisors, LLC | 1,269 | $639.8K | 0.05% | −1,351−51.6% | Reduced |
| Cedrus LLC | 1,271 | $640.8K | 0.46% | −128−9.1% | Reduced |
| Ninepoint Partners LP | 1,271 | $640.8K | 0.07% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 1,276 | $643.3K | 0.19% | −78−5.8% | Reduced |
| Hoylecohen, LLC | 1,277 | $643.4K | 0.06% | +114+9.8% | Added |
| Fernwood Investment Management, LLC | 1,277 | $643.9K | 0.23% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 1,286 | $648.4K | 0.22% | +200+18.4% | Added |
| Worth Financial Advisory Group, LLC | 1,287 | $648.9K | 0.59% | +215+20.1% | Added |
| Signature Estate & Investment Advisors LLC | 1,289 | $649.0K | 0.02% | −35−2.6% | Reduced |
| Valley National Advisers Inc | 1,294 | $652.0K | 0.11% | −8−0.6% | Reduced |
| Howland Capital Management LLC | 1,294 | $652.4K | 0.04% | 00.0% | Unchanged |
| Veracity Capital LLC | 1,296 | $653.3K | 0.30% | +182+16.3% | Added |
| PrairieView Partners, LLC | 1,302 | $656.0K | 0.09% | −31−2.3% | Reduced |
| Driehaus Capital Management LLC | 1,311 | $661.0K | 0.01% | +1,311 | New |
| Brown, Lisle/Cummings, Inc. | 1,320 | $665.5K | 0.30% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 1,326 | $668.6K | 0.13% | 00.0% | Unchanged |
| VeraBank, N.A. | 1,328 | $669.6K | 0.26% | 00.0% | Unchanged |
| Kenfarb & Co. | 1,330 | $670.6K | 0.61% | −25−1.8% | Reduced |
| Verus Capital Partners, LLC | 1,332 | $671.5K | 0.09% | +289+27.7% | Added |
| BBR Partners, LLC | 1,332 | $671.6K | 0.08% | −1,826−57.8% | Reduced |
| MSH Capital Advisors LLC | 1,335 | $672.9K | 0.26% | −67−4.8% | Reduced |
| Washington Trust Advisors, Inc. | 1,335 | $673.2K | 0.07% | +18+1.4% | Added |
| Telos Capital Management, Inc. | 1,336 | $673.6K | 0.09% | +150+12.6% | Added |
| Modus Advisors, LLC | 1,338 | $674.6K | 0.29% | −19−1.4% | Reduced |
| BCK Partners, Inc. | 1,342 | $676.6K | 0.42% | 00.0% | Unchanged |
| Farmers National Bank | 1,343 | $677.1K | 0.24% | −14−1.0% | Reduced |
| Advus Financial Partners, LLC | 1,344 | $677.4K | 0.27% | −329−19.7% | Reduced |
| Financial Management Professionals, Inc. | 1,344 | $678.0K | 0.12% | +64+5.0% | Added |
| Baystate Wealth Management LLC | 1,345 | $678.3K | 0.06% | −11−0.8% | Reduced |
| Sanders Morris Harris LLC | 1,338 | $680.5K | 0.14% | 00.0% | Unchanged |
| ASB Consultores, LLC | 1,351 | $681.2K | 0.27% | −587−30.3% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1,351 | $681.2K | 3.05% | +1,206+831.7% | Added |