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 |
|---|---|---|---|---|---|
| Souders Financial Advisors | 10,974 | $5.53M | 1.06% | +634+6.1% | Added |
| Fullerton Fund Management Co Ltd. | 10,964 | $5.53M | 0.39% | +1,306+13.5% | Added |
| Rice Partnership, LLC | 10,963 | $5.53M | 1.56% | +255+2.4% | Added |
| Trust Asset Management LLC | 10,941 | $5.52M | 0.59% | 00.0% | Unchanged |
| Arden Trust Co | 10,874 | $5.48M | 0.91% | −213−1.9% | Reduced |
| Nations Financial Group Inc, | 10,853 | $5.47M | 0.55% | +1,231+12.8% | Added |
| Atlantic Trust, LLC | 10,834 | $5.46M | 1.80% | −1,524−12.3% | Reduced |
| Warther Private Wealth, LLC | 10,826 | $5.46M | 3.63% | +5,800+115.4% | Added |
| Centre Asset Management, LLC | 10,808 | $5.45M | 1.33% | −378−3.4% | Reduced |
| City Holding Co | 10,802 | $5.45M | 0.97% | +1,063+10.9% | Added |
| Buck Wealth Strategies, LLC | 10,724 | $5.41M | 2.17% | +410+4.0% | Added |
| Bayesian Capital Management, LP | 10,700 | $5.39M | 0.62% | +1,150+12.0% | Added |
| Capital Analysts, LLC | 10,652 | $5.37M | 0.30% | +6+0.1% | Added |
| Csenge Advisory Group | 10,636 | $5.36M | 0.37% | −74−0.7% | Reduced |
| NBW Capital LLC | 10,530 | $5.31M | 1.30% | +30+0.3% | Added |
| Bank of New Hampshire | 10,496 | $5.29M | 1.59% | −125−1.2% | Reduced |
| GM Advisory Group, Inc. | 10,491 | $5.29M | 0.43% | −50.0% | Reduced |
| Fairhaven Wealth Management, LLC | 10,451 | $5.27M | 2.10% | +75+0.7% | Added |
| Weiss Multi-Strategy Advisers LLC | 10,451 | $5.27M | 0.13% | +10,451 | New |
| Keeler Thomas Management LLC | 10,462 | $5.27M | 1.95% | −308−2.9% | Reduced |
| Meeder Advisory Services, Inc. | 10,444 | $5.27M | 0.66% | −1,774−14.5% | Reduced |
| Weik Capital Management | 10,427 | $5.26M | 2.59% | +61+0.6% | Added |
| Pinnacle Holdings, LLC | 10,404 | $5.25M | 2.46% | −1,022−8.9% | Reduced |
| Tranquility Partners, LLC | 10,403 | $5.25M | 2.25% | +832+8.7% | Added |
| Moloney Securities Asset Management, LLC | 10,376 | $5.23M | 0.94% | −249−2.3% | Reduced |
| Northeast Financial Consultants Inc | 10,351 | $5.22M | 0.33% | +16+0.2% | Added |
| Mechanics Bank Trust Department | 10,347 | $5.22M | 0.87% | +174+1.7% | Added |
| Merit Financial Group, LLC | 10,318 | $5.20M | 0.17% | +2,065+25.0% | Added |
| Constitution Capital LLC | 10,258 | $5.17M | 3.52% | −406−3.8% | Reduced |
| Chatham Capital Group, Inc. | 10,249 | $5.17M | 1.15% | +198+2.0% | Added |
| Duff & Phelps Investment Management Co | 10,243 | $5.16M | 0.07% | +9+0.1% | Added |
| Heirloom Wealth Management | 10,223 | $5.15M | 2.29% | −65−0.6% | Reduced |
| Mirador Capital Partners LP | 10,212 | $5.15M | 1.17% | +365+3.7% | Added |
| Silicon Valley Capital Partners | 10,204 | $5.14M | 0.97% | +3,498+52.2% | Added |
| Goodwin Daniel L | 10,180 | $5.13M | 2.48% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 10,161 | $5.12M | 1.16% | −200−1.9% | Reduced |
| Intrust Bank NA | 10,076 | $5.08M | 0.65% | +35+0.3% | Added |
| Connecticut Wealth Management, LLC | 10,073 | $5.08M | 0.35% | −3,187−24.0% | Reduced |
| Trinity Legacy Partners, LLC | 10,002 | $5.04M | 1.74% | +713+7.7% | Added |
| Cigna Investments Inc | 9,964 | $5.02M | 1.15% | −1,319−11.7% | Reduced |
| Blue Zone Wealth Advisors, LLC | 9,947 | $5.02M | 2.20% | +239+2.5% | Added |
| Eclectic Associates Inc | 9,918 | $5.00M | 2.54% | −298−2.9% | Reduced |
| Jaffetilchin Investment Partners, LLC | 9,903 | $4.99M | 0.55% | +281+2.9% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 9,889 | $4.99M | 1.47% | −40−0.4% | Reduced |
| Syon Capital LLC | 9,878 | $4.98M | 0.62% | +9,878 | New |
| Johnson Financial Group, Inc. | 9,869 | $4.98M | 0.35% | −206−2.0% | Reduced |
| River Wealth Advisors LLC | 9,850 | $4.97M | 0.89% | +655+7.1% | Added |
| Institutional & Family Asset Management, LLC | 9,813 | $4.95M | 0.81% | +25+0.3% | Added |
| Cypress Asset Management Inc | 9,840 | $4.94M | 1.65% | +1,709+21.0% | Added |
| Holderness Investments Co | 9,767 | $4.92M | 1.92% | −40−0.4% | Reduced |
| Ayrshire Capital Management LLC | 9,745 | $4.91M | 3.18% | +17+0.2% | Added |
| Berkshire Asset Management LLC | 9,697 | $4.89M | 0.30% | −114−1.2% | Reduced |
| PACK Private Wealth, LLC | 9,492 | $4.88M | 3.65% | 00.0% | Unchanged |
| Simmons Bank | 9,672 | $4.88M | 0.43% | −3,361−25.8% | Reduced |
| Alley Investment Management Company, LLC | 9,664 | $4.87M | 0.83% | −70−0.7% | Reduced |
| Lavaca Capital LLC | 9,648 | $4.86M | 1.75% | −98−1.0% | Reduced |
| Bray Capital Advisors | 9,616 | $4.85M | 1.48% | +50+0.5% | Added |
| LexAurum Advisors, LLC | 9,616 | $4.85M | 1.42% | −21−0.2% | Reduced |
| J. W. Coons Advisors, LLC | 9,566 | $4.82M | 1.39% | −270−2.7% | Reduced |
| IHT Wealth Management, LLC | 9,561 | $4.82M | 0.24% | +443+4.9% | Added |
| Tower View Investment Management & Research LLC | 9,560 | $4.82M | 3.39% | −30.0% | Reduced |
| Investment House LLC | 9,555 | $4.82M | 0.38% | +15+0.2% | Added |
| De Burlo Group Inc | 9,535 | $4.81M | 0.84% | −70−0.7% | Reduced |
| Glen Eagle Advisors, LLC | 9,522 | $4.80M | 1.11% | −408−4.1% | Reduced |
| Legacy Private Trust Co. | 9,521 | $4.80M | 0.41% | +1,743+22.4% | Added |
| TrimTabs Asset Management, LLC | 9,505 | $4.79M | 2.55% | +1,545+19.4% | Added |
| Liontrust Investment Partners LLP | 9,500 | $4.79M | 0.08% | −52,068−84.6% | Reduced |
| Viawealth, LLC | 9,476 | $4.78M | 3.51% | +173+1.9% | Added |
| Martin Capital Partners, LLC | 9,462 | $4.77M | 2.01% | 00.0% | Unchanged |
| Gateway Advisory, LLC | 9,399 | $4.74M | 0.97% | +226+2.5% | Added |
| Stamos Capital Partners, L.P. | 9,370 | $4.72M | 1.05% | +1,680+21.8% | Added |
| Trifecta Capital Advisors, LLC | 9,346 | $4.71M | 1.51% | +252+2.8% | Added |
| Icon Advisers Inc | 9,319 | $4.70M | 1.16% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 9,280 | $4.68M | 0.44% | +602+6.9% | Added |
| Ibex Wealth Advisors | 9,274 | $4.68M | 1.19% | +9,274 | New |
| PFG Advisors | 9,270 | $4.67M | 0.42% | −3,040−24.7% | Reduced |
| Bryn Mawr Trust Co | 9,269 | $4.67M | 0.21% | −42−0.5% | Reduced |
| Lakeview Capital Partners, LLC | 9,218 | $4.65M | 0.90% | +10+0.1% | Added |
| Cornerstone Wealth Group, LLC | 9,197 | $4.64M | 0.82% | −1,758−16.0% | Reduced |
| Lindenwold Advisors | 9,172 | $4.62M | 2.88% | +18+0.2% | Added |
| Veriti Management LLC | 9,164 | $4.62M | 0.53% | +1,165+14.6% | Added |
| Citizens Business Bank | 9,151 | $4.61M | 1.08% | −152−1.6% | Reduced |
| Bond & Devick Financial Network, Inc. | 9,142 | $4.61M | 2.96% | −835−8.4% | Reduced |
| Peloton Wealth Strategists | 9,140 | $4.61M | 2.12% | +165+1.8% | Added |
| HBW Advisory Services LLC | 9,107 | $4.59M | 0.96% | −740−7.5% | Reduced |
| Moody Lynn & Lieberson, LLC | 9,077 | $4.58M | 0.39% | +22+0.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,077 | $4.58M | 0.31% | +26+0.3% | Added |
| Stanley-Laman Group, Ltd. | 9,067 | $4.57M | 0.78% | −242−2.6% | Reduced |
| Bowen Hanes & Co Inc | 9,043 | $4.56M | 0.15% | −875−8.8% | Reduced |
| Optimum Investment Advisors | 9,020 | $4.55M | 2.33% | +150+1.7% | Added |
| China Universal Asset Management Co., Ltd. | 9,010 | $4.54M | 1.32% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 8,954 | $4.51M | 0.67% | +269+3.1% | Added |
| Koshinski Asset Management, Inc. | 8,929 | $4.50M | 0.52% | −636−6.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 8,918 | $4.50M | 0.49% | +74+0.8% | Added |
| Plimoth Trust Co LLC | 8,916 | $4.50M | 1.41% | −30−0.3% | Reduced |
| Legacy CG, LLC | 8,915 | $4.49M | 2.09% | +614+7.4% | Added |
| Fortis Group Advisors, LLC | 9,480 | $4.48M | 1.37% | −18−0.2% | Reduced |
| Clarius Group, LLC | 8,868 | $4.47M | 0.43% | −2,462−21.7% | Reduced |
| DeDora Capital, Inc. | 8,853 | $4.46M | 1.76% | +326+3.8% | Added |
| Orleans Capital Management Corp | 8,852 | $4.46M | 3.32% | +25+0.3% | Added |