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 |
|---|---|---|---|---|---|
| Capital Insight Partners, LLC | 8,820 | $4.45M | 1.01% | +208+2.4% | Added |
| Winton Group Ltd | 8,809 | $4.44M | 0.37% | +2,481+39.2% | Added |
| Community Bank, N.A. | 8,795 | $4.43M | 0.62% | +345+4.1% | Added |
| Nicollet Investment Management, Inc. | 8,766 | $4.42M | 1.98% | +416+5.0% | Added |
| Alcosta Capital Management, Inc. | 8,737 | $4.41M | 3.67% | +32+0.4% | Added |
| Benson Investment Management Company, Inc. | 8,735 | $4.40M | 2.47% | +6+0.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 8,735 | $4.40M | 1.30% | +129+1.5% | Added |
| Sandhill Capital Partners LLC | 8,709 | $4.39M | 0.41% | −230−2.6% | Reduced |
| Larson Financial Group LLC | 8,693 | $4.38M | 0.43% | +528+6.5% | Added |
| Shufro Rose & Co LLC | 8,692 | $4.38M | 0.42% | −259−2.9% | Reduced |
| MMBG Investment Advisors Co. | 8,683 | $4.38M | 0.55% | +310+3.7% | Added |
| Templeton & Phillips Capital Management, LLC | 8,676 | $4.37M | 4.61% | +8,096+1,395.9% | Added |
| SageView Advisory Group, LLC | 8,674 | $4.37M | 0.25% | +370+4.5% | Added |
| Clear Harbor Asset Management, LLC | 8,611 | $4.34M | 0.45% | −10−0.1% | Reduced |
| Independent Financial Group, LLC | 8,593 | $4.33M | 0.28% | +2,034+31.0% | Added |
| TFG Advisers LLC | 8,591 | $4.33M | 2.04% | +241+2.9% | Added |
| Eagle Rock Investment Company, LLC | 8,590 | $4.33M | 0.98% | +206+2.5% | Added |
| Becker Capital Management Inc | 8,542 | $4.31M | 0.17% | −1,641−16.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 8,539 | $4.31M | 0.27% | −2,677−23.9% | Reduced |
| Otter Creek Advisors, LLC | 8,530 | $4.30M | 4.48% | +3,530+70.6% | Added |
| Beverly Hills Private Wealth, LLC | 8,520 | $4.30M | 1.28% | −7,130−45.6% | Reduced |
| Little House Capital LLC | 8,503 | $4.29M | 1.76% | +1,133+15.4% | Added |
| Ally Financial Inc. | 8,500 | $4.29M | 0.63% | +5,500+183.3% | Added |
| Moors & Cabot, Inc. | 8,494 | $4.28M | 0.29% | +260+3.2% | Added |
| Regency Capital Management Inc. | 8,481 | $4.28M | 3.63% | −3,191−27.3% | Reduced |
| Kennedy Capital Management, Inc. | 8,403 | $4.24M | 0.10% | +1,266+17.7% | Added |
| Pensionfund Sabic | 8,400 | $4.24M | 1.49% | −300−3.4% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 8,399 | $4.23M | 2.51% | +160+1.9% | Added |
| Dorchester Wealth Management Co | 8,399 | $4.23M | 0.86% | −375−4.3% | Reduced |
| Raab & Moskowitz Asset Management LLC | 8,368 | $4.22M | 1.49% | +39+0.5% | Added |
| Financial Advisory Service, Inc. | 8,355 | $4.21M | 0.45% | +364+4.6% | Added |
| Nilsine Partners, LLC | 8,304 | $4.19M | 0.63% | −693−7.7% | Reduced |
| Private Wealth Strategies, L.L.C. | 8,298 | $4.18M | 1.04% | 00.0% | Unchanged |
| Qtron Investments LLC | 8,291 | $4.18M | 0.80% | −968−10.5% | Reduced |
| Scott & Selber, Inc. | 8,281 | $4.17M | 1.73% | −20−0.2% | Reduced |
| BOK Financial Private Wealth, Inc. | 8,270 | $4.17M | 0.36% | −932−10.1% | Reduced |
| Strategic Advisors LLC | 8,266 | $4.17M | 0.82% | +310+3.9% | Added |
| Equitable Trust Co | 8,258 | $4.16M | 0.34% | −35−0.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 8,246 | $4.16M | 0.07% | +2,520+44.0% | Added |
| West Branch Capital LLC | 8,230 | $4.15M | 2.18% | +193+2.4% | Added |
| Farmers Trust Co | 8,218 | $4.14M | 0.96% | −44−0.5% | Reduced |
| Shorepoint Capital Partners LLC | 8,208 | $4.14M | 1.21% | +507+6.6% | Added |
| SNS Financial Group, LLC | 8,186 | $4.13M | 0.54% | +64+0.8% | Added |
| Mattern Wealth Management LLC | 8,174 | $4.12M | 1.21% | +97+1.2% | Added |
| Transcend Wealth Collective, LLC | 8,172 | $4.12M | 0.40% | −1,588−16.3% | Reduced |
| Gotham Asset Management, LLC | 8,160 | $4.11M | 0.09% | −3,884−32.2% | Reduced |
| Cordatus Wealth Management LLC | 8,078 | $4.07M | 3.72% | −187−2.3% | Reduced |
| Forefront Wealth Management Inc. | 8,076 | $4.07M | 5.71% | +22+0.3% | Added |
| New Hampshire Trust | 8,074 | $4.07M | 1.11% | +149+1.9% | Added |
| Gouws Capital LLC | 8,011 | $4.04M | 3.43% | +72+0.9% | Added |
| Daymark Wealth Partners, LLC | 117,785 | $4.03M | 0.28% | +109,404+1,305.4% | Added |
| Sitrin Capital Management LLC | 7,999 | $4.03M | 2.52% | −967−10.8% | Reduced |
| Hyman Charles D | 7,956 | $4.01M | 0.26% | +117+1.5% | Added |
| Studio Investment Management LLC | 7,918 | $3.99M | 1.11% | +1,084+15.9% | Added |
| Family Legacy, Inc. | 7,911 | $3.99M | 1.67% | −33−0.4% | Reduced |
| Union Heritage Capital, LLC | 7,900 | $3.98M | 2.26% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 7,879 | $3.97M | 0.14% | +200+2.6% | Added |
| Summit Trail Advisors, LLC | 7,872 | $3.97M | 0.15% | −596−7.0% | Reduced |
| Affiance Financial, LLC | 7,858 | $3.96M | 2.01% | −8−0.1% | Reduced |
| NatWest Group plc | 7,856 | $3.96M | 2.06% | −107−1.3% | Reduced |
| Barings LLC | 7,824 | $3.94M | 0.13% | +464+6.3% | Added |
| Elgethun Capital Management | 7,812 | $3.94M | 1.19% | +19+0.2% | Added |
| Murphy Pohlad Asset Management LLC | 7,777 | $3.92M | 1.72% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 7,775 | $3.92M | 0.51% | −149−1.9% | Reduced |
| Compton Wealth Advisory Group, LLC | 7,729 | $3.90M | 1.34% | +153+2.0% | Added |
| PEAK6 Investments LLC | 7,718 | $3.89M | 0.19% | −8,574−52.6% | Reduced |
| Accurate Wealth Management, LLC | 7,245 | $3.89M | 1.22% | +4,259+142.6% | Added |
| Pavadi Capital LLC | 7,711 | $3.89M | 5.06% | −824−9.7% | Reduced |
| Financial Advisory Partners, LLC | 7,644 | $3.85M | 1.55% | −28−0.4% | Reduced |
| Soltis Investment Advisors LLC | 7,633 | $3.85M | 0.50% | +2,872+60.3% | Added |
| Belpointe Asset Management LLC | 7,623 | $3.84M | 0.40% | +1,092+16.7% | Added |
| Harbour Investment Management LLC | 7,621 | $3.84M | 2.19% | −51−0.7% | Reduced |
| Banco de Sabadell, S.A | 7,585 | $3.83M | 3.32% | −296−3.8% | Reduced |
| Greenline Partners, LLC | 7,559 | $3.81M | 0.72% | −60−0.8% | Reduced |
| Perfromance Wealth Partners, LLC | 7,527 | $3.80M | 0.18% | +833+12.4% | Added |
| BFSG, LLC | 7,510 | $3.79M | 0.61% | +132+1.8% | Added |
| Hohimer Wealth Management, LLC | 7,500 | $3.78M | 1.08% | −100−1.3% | Reduced |
| Advocate Group LLC | 7,498 | $3.78M | 0.88% | +197+2.7% | Added |
| Westover Capital Advisors, LLC | 7,468 | $3.77M | 1.36% | −471−5.9% | Reduced |
| Piscataqua Savings Bank | 7,455 | $3.76M | 3.28% | −103−1.4% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 7,446 | $3.75M | 1.11% | +804+12.1% | Added |
| Financial Partners Group, LLC | 7,420 | $3.74M | 1.79% | 00.0% | Unchanged |
| South State Corp. | 7,417 | $3.74M | 0.35% | −208−2.7% | Reduced |
| Principle Wealth Partners LLC | 7,411 | $3.74M | 0.38% | +173+2.4% | Added |
| Bulltick Wealth Management, LLC | 7,410 | $3.74M | 0.93% | −6,599−47.1% | Reduced |
| Accredited Investors Inc. | 7,409 | $3.74M | 0.28% | −13−0.2% | Reduced |
| Wolverine Trading, LLC | 7,407 | $3.73M | 0.04% | −192,977−96.3% | Reduced |
| Graypoint LLC | 7,407 | $3.73M | 0.35% | +895+13.7% | Added |
| Harrell Investment Partners, LLC | 7,253 | $3.73M | 1.27% | −1,502−17.2% | Reduced |
| Abbrea Capital, LLC | 7,400 | $3.73M | 0.59% | +114+1.6% | Added |
| S.E.E.D. Planning Group LLC | 7,375 | $3.72M | 1.43% | +367+5.2% | Added |
| B.O.S.S. Retirement Advisors, LLC | 7,362 | $3.71M | 0.80% | +1,054+16.7% | Added |
| Forum Financial Management, LP | 7,330 | $3.70M | 0.08% | +6+0.1% | Added |
| TCG Advisory Services, LLC | 7,309 | $3.69M | 0.57% | +892+13.9% | Added |
| Bensler, LLC | 7,293 | $3.68M | 0.71% | +19+0.3% | Added |
| TrinityPoint Wealth, LLC | 7,285 | $3.67M | 0.73% | +1,093+17.7% | Added |
| VGI Partners Ltd | 7,275 | $3.67M | 0.82% | −1,800−19.8% | Reduced |
| Great Diamond Partners, LLC | 7,272 | $3.67M | 0.99% | +239+3.4% | Added |
| Canandaigua National Bank & Trust Co | 7,269 | $3.66M | 0.59% | −181−2.4% | Reduced |
| Laidlaw Wealth Management LLC | 7,267 | $3.66M | 1.21% | −2,434−25.1% | Reduced |