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
- 3,144
- +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
- 1,121 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 | 3,054 | $202.4B |
| Q4 2025 | 3,311 | $248.2B |
| Q3 2025 | 3,168 | $253.5B |
| Q2 2025 | 3,185 | $241.1B |
| Q1 2025 | 3,613 | $424.3B |
| Q4 2024 | 3,684 | $409.5B |
| Q3 2024 | 3,476 | $474.6B |
| Q2 2024 | 3,406 | $411.9B |
| Q1 2024 | 3,384 | $398.9B |
| Q4 2023 | 3,421 | $428.0B |
| Q3 2023 | 3,144 | $407.5B |
| Q2 2023 | 3,136 | $388.4B |
| Q1 2023 | 3,114 | $383.6B |
| Q4 2022 | 3,159 | $434.2B |
| Q3 2022 | 2,998 | $413.5B |
| Q2 2022 | 2,964 | $422.0B |
| Q1 2022 | 2,965 | $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 |
|---|---|---|---|---|---|
| Goelzer Investment Management, Inc. | 16,514 | $8.33M | 0.59% | −126−0.8% | Reduced |
| Silvercrest Asset Management Group LLC | 16,510 | $8.32M | 0.06% | −2,378−12.6% | Reduced |
| Highland Capital Management, LLC | 16,510 | $8.32M | 0.57% | −814−4.7% | Reduced |
| Winmill & Co. Inc | 16,475 | $8.31M | 3.04% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 16,464 | $8.30M | 1.74% | +302+1.9% | Added |
| Savant Capital, LLC | 16,349 | $8.24M | 0.12% | −521−3.1% | Reduced |
| Ledyard National Bank | 16,325 | $8.23M | 0.94% | +70.0% | Added |
| Miracle Mile Advisors, LLC | 16,301 | $8.22M | 0.25% | +9,177+128.8% | Added |
| Cyrus J. Lawrence, LLC | 16,217 | $8.18M | 2.24% | −130−0.8% | Reduced |
| Andra AP-fonden | 16,200 | $8.17M | 0.48% | −2,500−13.4% | Reduced |
| FourThought Financial Partners, LLC | 16,036 | $8.09M | 1.13% | +653+4.2% | Added |
| Texas Capital Bank Wealth Management Services Inc | 15,990 | $8.06M | 1.02% | −3,032−15.9% | Reduced |
| Zions Bancorporation, N.A. | 15,960 | $8.05M | 0.71% | +35+0.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 15,947 | $8.04M | 0.81% | −36−0.2% | Reduced |
| Cozad Asset Management Inc | 15,890 | $8.01M | 1.04% | +728+4.8% | Added |
| Saranac Partners Ltd | 15,875 | $8.00M | 4.50% | +28+0.2% | Added |
| L & S Advisors Inc | 15,863 | $8.00M | 1.15% | +9,671+156.2% | Added |
| Empire Life Investments Inc. | 15,858 | $8.00M | 0.59% | 00.0% | Unchanged |
| Adviser Investments LLC | 15,858 | $8.00M | 0.17% | +1,153+7.8% | Added |
| IFP Advisors, Inc | 15,842 | $7.99M | 0.36% | +676+4.5% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 15,795 | $7.96M | 2.66% | +2,781+21.4% | Added |
| HBK Sorce Advisory LLC | 15,734 | $7.93M | 0.35% | +1,004+6.8% | Added |
| Americana Partners, LLC | 15,615 | $7.91M | 0.85% | +2,526+19.3% | Added |
| North Star Asset Management Inc | 15,679 | $7.91M | 0.45% | +3,280+26.5% | Added |
| Legacy Advisors, LLC | 15,667 | $7.90M | 1.27% | +1,062+7.3% | Added |
| AMG National Trust Bank | 15,664 | $7.90M | 0.28% | −143−0.9% | Reduced |
| Brighton Jones LLC | 15,639 | $7.89M | 0.40% | +1,320+9.2% | Added |
| HRT Financial LP | 15,636 | $7.88M | 0.08% | +7,528+92.8% | Added |
| Global Retirement Partners, LLC | 15,430 | $7.88M | 0.40% | +131+0.9% | Added |
| Argonautica Private Wealth Management, Inc | 15,542 | $7.84M | 3.52% | −20.0% | Reduced |
| Timber Creek Capital Management LLC | 15,530 | $7.83M | 2.83% | +1,165+8.1% | Added |
| Fundamentun, LLC | 15,519 | $7.82M | 1.17% | +936+6.4% | Added |
| NorthCrest Asset Manangement, LLC | 15,503 | $7.82M | 0.32% | +438+2.9% | Added |
| Schechter Investment Advisors, LLC | 15,488 | $7.81M | 0.76% | +574+3.8% | Added |
| Capital Investment Advisors, LLC | 15,466 | $7.80M | 0.22% | −29−0.2% | Reduced |
| Sigma Investment Counselors Inc | 15,402 | $7.77M | 0.59% | −209−1.3% | Reduced |
| Dynamic Advisor Solutions LLC | 15,396 | $7.76M | 0.37% | +434+2.9% | Added |
| Redwood Investments, LLC | 15,350 | $7.74M | 1.05% | −92−0.6% | Reduced |
| Integrated Wealth Concepts LLC | 15,327 | $7.73M | 0.14% | +326+2.2% | Added |
| Busey Wealth Management | 15,317 | $7.72M | 0.33% | −351−2.2% | Reduced |
| Walleye Capital LLC | 15,309 | $7.72M | 0.11% | +15,309 | New |
| Lester Murray Antman dba SimplyRich | 15,276 | $7.70M | 3.74% | −17−0.1% | Reduced |
| Checchi Capital Advisers, LLC | 15,229 | $7.68M | 0.71% | +781+5.4% | Added |
| Rothschild Capital Partners, LLC | 15,179 | $7.65M | 3.00% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 15,099 | $7.61M | 1.53% | −221−1.4% | Reduced |
| Sivik Global Healthcare LLC | 15,000 | $7.56M | 3.82% | +5,000+50.0% | Added |
| Gamco Investors, Inc. Et Al | 14,975 | $7.55M | 0.09% | −2,117−12.4% | Reduced |
| Consolidated Planning Corp | 14,972 | $7.55M | 1.67% | −3,672−19.7% | Reduced |
| Sigma Planning Corp | 14,969 | $7.55M | 0.28% | −1,206−7.5% | Reduced |
| BTC Capital Management, Inc. | 14,925 | $7.53M | 0.87% | +375+2.6% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 14,907 | $7.52M | 2.55% | +31+0.2% | Added |
| Jackson Wealth Management, LLC | 14,885 | $7.50M | 1.07% | +182+1.2% | Added |
| Alapocas Investment Partners, Inc. | 14,883 | $7.50M | 5.47% | +412+2.8% | Added |
| Marietta Wealth Management, LLC | 14,882 | $7.50M | 1.49% | −195−1.3% | Reduced |
| Blue Fin Capital, Inc. | 14,861 | $7.49M | 2.19% | +234+1.6% | Added |
| Meritage Portfolio Management | 14,860 | $7.49M | 0.55% | −369−2.4% | Reduced |
| Te Ahumairangi Investment Management Ltd | 14,801 | $7.46M | 1.21% | −3,365−18.5% | Reduced |
| Coastline Trust Co | 14,763 | $7.44M | 1.10% | −695−4.5% | Reduced |
| Liberty Capital Management, Inc. | 14,737 | $7.43M | 2.19% | −12−0.1% | Reduced |
| DAGCO, Inc. | 101,669 | $7.39M | 4.27% | +99,913+5,689.8% | Added |
| Thompson Investment Management, Inc. | 14,650 | $7.39M | 1.31% | −680−4.4% | Reduced |
| First Interstate Bank | 14,647 | $7.38M | 0.64% | −559−3.7% | Reduced |
| Conning Inc. | 14,574 | $7.35M | 0.27% | −275−1.9% | Reduced |
| Mader & Shannon Wealth Management, Inc. | 14,548 | $7.33M | 4.82% | +386+2.7% | Added |
| Kingswood Wealth Advisors, LLC | 1,650 | $7.33M | 1.26% | −3,021−64.7% | Reduced |
| RNC Capital Management LLC | 14,540 | $7.33M | 0.45% | −892−5.8% | Reduced |
| McKinley Carter Wealth Services, Inc. | 14,538 | $7.33M | 0.58% | −263−1.8% | Reduced |
| S&T Bank | 14,513 | $7.32M | 1.41% | −270−1.8% | Reduced |
| Burns J W & Co Inc | 14,465 | $7.29M | 1.18% | +1,179+8.9% | Added |
| Lincoln National Corp | 14,382 | $7.25M | 0.15% | +10.0% | Added |
| Weatherly Asset Management L. P. | 14,252 | $7.19M | 0.86% | −655−4.4% | Reduced |
| SOL Capital Management CO | 14,218 | $7.17M | 1.11% | −165−1.1% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 14,208 | $7.16M | 2.14% | +3,306+30.3% | Added |
| Asset Dedication, LLC | 13,864 | $7.14M | 0.61% | +275+2.0% | Added |
| Eagle Capital Management, LLC | 14,170 | $7.14M | 3.93% | −184−1.3% | Reduced |
| Red Door Wealth Management, LLC | 14,162 | $7.14M | 1.79% | −869−5.8% | Reduced |
| KMG Fiduciary Partners, LLC | 14,153 | $7.14M | 0.94% | +946+7.2% | Added |
| Ritholtz Wealth Management | 14,122 | $7.12M | 0.32% | −2,244−13.7% | Reduced |
| CAPROCK Group, Inc. | 14,062 | $7.09M | 0.54% | +233+1.7% | Added |
| Valeo Financial Advisors, LLC | 14,018 | $7.07M | 0.32% | +2,382+20.5% | Added |
| CMH Wealth Management LLC | 14,001 | $7.06M | 1.97% | +694+5.2% | Added |
| Bank of Nova Scotia Trust Co | 13,939 | $7.03M | 0.83% | +2,360+20.4% | Added |
| Madison Wealth Management | 13,938 | $7.03M | 1.48% | +61+0.4% | Added |
| Pitcairn Co | 13,847 | $6.98M | 0.58% | +1,281+10.2% | Added |
| Asio Capital, LLC | 13,787 | $6.95M | 1.85% | +10+0.1% | Added |
| Kidder Stephen W | 13,771 | $6.94M | 2.41% | +1,251+10.0% | Added |
| NEOS Investment Management LLC | 13,726 | $6.92M | 0.88% | +13,726 | New |
| Sumitomo Life Insurance Co | 13,705 | $6.91M | 0.19% | −2,475−15.3% | Reduced |
| Running Oak Capital LLC | 13,686 | $6.90M | 1.77% | +89+0.7% | Added |
| Bogart Wealth, LLC | 13,685 | $6.90M | 0.43% | +289+2.2% | Added |
| Nemes Rush Group LLC | 13,681 | $6.90M | 1.25% | +640+4.9% | Added |
| Vanguard Capital Wealth Advisors | 13,674 | $6.89M | 6.39% | +55+0.4% | Added |
| Bellecapital International Ltd. | 13,630 | $6.87M | 1.72% | +273+2.0% | Added |
| Carderock Capital Management Inc | 13,613 | $6.86M | 2.30% | −342−2.5% | Reduced |
| Harbour Capital Advisors, LLC | 13,567 | $6.84M | 2.05% | −1,698−11.1% | Reduced |
| Olstein Capital Management, L.P. | 13,500 | $6.81M | 1.17% | −1,000−6.9% | Reduced |
| Colonial Trust Co | 13,477 | $6.79M | 1.68% | −456−3.3% | Reduced |
| Ulland Investment Advisors, LLC | 13,459 | $6.79M | 7.46% | −111−0.8% | Reduced |
| ExodusPoint Capital Management, LP | 13,456 | $6.78M | 0.09% | +11,473+578.6% | Added |
| Sandy Spring Bank | 13,368 | $6.74M | 0.37% | −21−0.2% | Reduced |