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 |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 13,337 | $6.72M | 0.75% | +122+0.9% | Added |
| Kingsview Wealth Management, LLC | 13,278 | $6.69M | 0.24% | −5,605−29.7% | Reduced |
| Fund Management at Engine No. 1 LLC | 13,248 | $6.68M | 1.06% | +1,127+9.3% | Added |
| Sky Investment Group LLC | 13,229 | $6.67M | 1.51% | +70+0.5% | Added |
| Gifford Fong Associates | 13,206 | $6.66M | 1.59% | 00.0% | Unchanged |
| Field & Main Bank | 13,176 | $6.64M | 3.11% | +4,771+56.8% | Added |
| Fulton Bank, N.A. | 13,174 | $6.64M | 0.33% | +300+2.3% | Added |
| Integrated Advisors Network LLC | 13,119 | $6.61M | 0.41% | −83−0.6% | Reduced |
| HGK Asset Management Inc | 13,114 | $6.61M | 2.16% | −10−0.1% | Reduced |
| Wesleyan Assurance Society | 13,100 | $6.61M | 0.73% | 00.0% | Unchanged |
| Asset Planning Services Inc | 13,095 | $6.60M | 4.33% | −1,260−8.8% | Reduced |
| GYL Financial Synergies, LLC | 13,094 | $6.60M | 0.64% | −107−0.8% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 13,000 | $6.55M | 1.88% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 12,983 | $6.55M | 0.27% | −619−4.6% | Reduced |
| Ocean Capital Management, LLC | 12,941 | $6.52M | 3.02% | +1,695+15.1% | Added |
| Chicago Trust Co NA | 12,939 | $6.52M | 1.64% | −700−5.1% | Reduced |
| Spinnaker Trust | 12,902 | $6.51M | 0.49% | −692−5.1% | Reduced |
| Marshall & Sullivan Inc | 12,879 | $6.49M | 3.78% | −148−1.1% | Reduced |
| Griffin Asset Management, Inc. | 12,834 | $6.47M | 0.92% | +6,843+114.2% | Added |
| Capital Planning Advisors, LLC | 12,817 | $6.46M | 1.35% | −14−0.1% | Reduced |
| Puzo Michael J | 12,790 | $6.45M | 2.19% | +1,014+8.6% | Added |
| Perkins Coie Trust Co | 12,769 | $6.44M | 1.82% | −671−5.0% | Reduced |
| Paradigm Financial Partners, LLC | 12,612 | $6.43M | 1.77% | +40+0.3% | Added |
| Nelson Capital Management, LLC | 12,730 | $6.42M | 1.57% | +47+0.4% | Added |
| Ballast, Inc. | 12,714 | $6.41M | 2.55% | +9+0.1% | Added |
| GPM Growth Investors, Inc. | 12,712 | $6.41M | 3.35% | −191−1.5% | Reduced |
| Trium Capital LLP | 12,708 | $6.41M | 0.12% | +120+1.0% | Added |
| Buckhead Capital Management LLC | 12,652 | $6.38M | 2.65% | −14−0.1% | Reduced |
| Solidarilty Wealth, LLC | 12,612 | $6.36M | 2.30% | +1,580+14.3% | Added |
| Pine Valley Investments Ltd Liability Co | 12,514 | $6.31M | 0.61% | +1,730+16.0% | Added |
| Charter Trust Co | 12,509 | $6.31M | 0.50% | −29−0.2% | Reduced |
| Arjuna Capital | 12,492 | $6.30M | 2.26% | +107+0.9% | Added |
| Cubic Asset Management, LLC | 12,484 | $6.29M | 1.73% | −376−2.9% | Reduced |
| Naples Global Advisors, LLC | 12,445 | $6.27M | 0.76% | +98+0.8% | Added |
| West Family Investments, Inc. | 12,397 | $6.25M | 2.18% | −239−1.9% | Reduced |
| PKO Investment Management Joint-Stock Co | 12,389 | $6.25M | 0.85% | −2,800−18.4% | Reduced |
| Jasper Ridge Partners, L.P. | 12,375 | $6.24M | 0.29% | 00.0% | Unchanged |
| Monetary Management Group Inc | 12,313 | $6.21M | 2.07% | −430−3.4% | Reduced |
| Duncker Streett & Co Inc | 12,311 | $6.21M | 1.44% | −50−0.4% | Reduced |
| Sowell Financial Services LLC | 12,303 | $6.20M | 0.39% | −2,610−17.5% | Reduced |
| SlateStone Wealth, LLC | 12,293 | $6.20M | 0.90% | +978+8.6% | Added |
| Wealthspire Advisors, LLC | 12,293 | $6.20M | 0.10% | +962+8.5% | Added |
| Armstrong Shaw Associates Inc | 12,286 | $6.19M | 6.51% | 00.0% | Unchanged |
| Value Partners Investments Inc. | 12,238 | $6.18M | 0.51% | +161+1.3% | Added |
| Lake Street Advisors Group, LLC | 12,172 | $6.14M | 0.36% | +53+0.4% | Added |
| Pegasus Partners Ltd. | 12,153 | $6.13M | 0.86% | +605+5.2% | Added |
| Icon Wealth Partners, LLC | 12,106 | $6.10M | 0.69% | −3,778−23.8% | Reduced |
| Culbertson A N & Co Inc | 12,090 | $6.10M | 1.22% | +115+1.0% | Added |
| Brown Shipley& Co Ltd | 12,076 | $6.09M | 3.35% | +1,039+9.4% | Added |
| NBC Securities, Inc. | 12,067 | $6.08M | 0.67% | +12,067 | New |
| Globeflex Capital L P | 12,055 | $6.08M | 0.71% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 12,051 | $6.08M | 0.75% | −7−0.1% | Reduced |
| Univest Financial Corp | 12,051 | $6.08M | 2.03% | −10.0% | Reduced |
| Essex Financial Services, Inc. | 12,028 | $6.06M | 0.70% | −122−1.0% | Reduced |
| Resources Management Corp | 12,002 | $6.05M | 0.99% | −305−2.5% | Reduced |
| Community Bank & Trust, Waco, Texas | 11,934 | $6.03M | 2.14% | +174+1.5% | Added |
| Bristlecone Advisors, LLC | 11,945 | $6.02M | 0.68% | +493+4.3% | Added |
| Clearstead Advisors, LLC | 11,937 | $6.02M | 0.37% | +350+3.0% | Added |
| Vestor Capital, LLC | 11,818 | $5.96M | 0.65% | −38,621−76.6% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 11,808 | $5.95M | 0.27% | −194−1.6% | Reduced |
| Whalerock Point Partners, LLC | 11,759 | $5.93M | 2.05% | +379+3.3% | Added |
| Private Trust Co NA | 11,743 | $5.92M | 0.78% | −194−1.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 11,728 | $5.91M | 0.43% | −34,514−74.6% | Reduced |
| Meridian Wealth Advisors, LLC | 11,714 | $5.91M | 1.48% | +202+1.8% | Added |
| Waldron Private Wealth LLC | 11,712 | $5.91M | 0.31% | +631+5.7% | Added |
| RBA Wealth Management, LLC | 11,701 | $5.90M | 2.84% | +77+0.7% | Added |
| Horizon Investment Services, LLC | 11,696 | $5.90M | 3.55% | −104−0.9% | Reduced |
| Arrow Financial Corp | 11,607 | $5.85M | 0.69% | −353−3.0% | Reduced |
| Lountzis Asset Management, LLC | 11,574 | $5.83M | 3.26% | 00.0% | Unchanged |
| Innovis Asset Management LLC | 11,556 | $5.83M | 2.24% | −39−0.3% | Reduced |
| Gladstone Institutional Advisory LLC | 11,535 | $5.82M | 0.38% | +15+0.1% | Added |
| Barbara Oil Co. | 11,500 | $5.80M | 2.75% | 00.0% | Unchanged |
| GDS Wealth Management | 11,491 | $5.79M | 0.91% | +1,393+13.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 11,475 | $5.79M | 0.26% | −324−2.7% | Reduced |
| Stiles Financial Services Inc | 11,465 | $5.78M | 3.00% | +501+4.6% | Added |
| Thematics Asset Management | 11,428 | $5.76M | 0.28% | −1,878−14.1% | Reduced |
| Great Lakes Retirement, Inc. | 11,416 | $5.76M | 1.04% | +464+4.2% | Added |
| Acropolis Investment Management, LLC | 11,386 | $5.74M | 0.44% | −214−1.8% | Reduced |
| Gs Investments, Inc. | 11,382 | $5.74M | 3.27% | −16−0.1% | Reduced |
| Change Path, LLC | 11,367 | $5.73M | 0.41% | +226+2.0% | Added |
| Plancorp, LLC | 11,320 | $5.71M | 0.31% | +322+2.9% | Added |
| Reliant Investment Management, LLC | 11,292 | $5.69M | 3.32% | +186+1.7% | Added |
| Western Wealth Management, LLC | 11,275 | $5.68M | 0.48% | +939+9.1% | Added |
| Wade G W & Inc | 11,251 | $5.67M | 0.21% | +667+6.3% | Added |
| Deltec Asset Management LLC | 11,250 | $5.67M | 1.29% | +2,000+21.6% | Added |
| Ontario Teachers Pension Plan Board | 11,237 | $5.67M | 0.06% | +322+3.0% | Added |
| Nikulski Financial, Inc. | 11,223 | $5.66M | 2.34% | +608+5.7% | Added |
| DFPG Investments, LLC | 10,476 | $5.65M | 0.53% | +1,551+17.4% | Added |
| Quadrant Capital Group LLC | 11,174 | $5.63M | 0.56% | +135+1.2% | Added |
| Ameritas Advisory Services, LLC | 10,675 | $5.63M | 0.28% | +4,268+66.6% | Added |
| Mizuho Markets Americas LLC | 11,163 | $5.63M | 0.21% | +11,163 | New |
| JCIC Asset Management Inc. | 11,120 | $5.61M | 2.84% | −275−2.4% | Reduced |
| Canal Capital Management, LLC | 11,085 | $5.59M | 1.14% | +10+0.1% | Added |
| Proequities, Inc. | 11,084 | $5.59M | 0.43% | +92+0.8% | Added |
| Montag A & Associates Inc | 11,083 | $5.59M | 0.35% | −46−0.4% | Reduced |
| Connable Office Inc | 11,054 | $5.57M | 0.77% | −1,805−14.0% | Reduced |
| Unison Asset Management LLC | 11,035 | $5.56M | 3.66% | +130+1.2% | Added |
| Portside Wealth Group, LLC | 10,999 | $5.55M | 1.04% | +107+1.0% | Added |
| Lynch Asset Management, Inc. | 11,000 | $5.55M | 3.65% | −1,500−12.0% | Reduced |
| Keebeck Wealth Management, LLC | 10,980 | $5.54M | 0.96% | +192+1.8% | Added |