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 |
|---|---|---|---|---|---|
| Broadleaf Partners, LLC | 7,258 | $3.66M | 1.22% | −7,427−50.6% | Reduced |
| Roanoke Asset Management Corp | 7,255 | $3.66M | 1.50% | −15−0.2% | Reduced |
| Cinctive Capital Management LP | 7,247 | $3.65M | 0.20% | +7,247 | New |
| Delta Capital Management LLC | 7,245 | $3.65M | 2.74% | −140−1.9% | Reduced |
| Fosun International Ltd | 7,229 | $3.64M | 0.59% | +1,660+29.8% | Added |
| Wintrust Investments LLC | 7,196 | $3.63M | 0.38% | +825+12.9% | Added |
| Proquility Private Wealth Partners, LLC | 7,172 | $3.62M | 1.48% | −26−0.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 7,133 | $3.60M | 0.47% | −1,447−16.9% | Reduced |
| Delaney Dennis R | 7,126 | $3.59M | 2.32% | +1,371+23.8% | Added |
| Notis-McConarty Edward | 7,110 | $3.58M | 1.46% | +624+9.6% | Added |
| MPS Loria Financial Planners, LLC | 7,083 | $3.57M | 1.40% | +26+0.4% | Added |
| Foster & Motley Inc | 7,070 | $3.56M | 0.29% | −409−5.5% | Reduced |
| Condor Capital Management | 7,045 | $3.55M | 0.44% | +223+3.3% | Added |
| Kerrisdale Advisers, LLC | 7,040 | $3.55M | 1.12% | −1,608−18.6% | Reduced |
| Cypress Capital Group | 6,948 | $3.50M | 0.51% | −1,085−13.5% | Reduced |
| Shayne & Co., LLC | 6,947 | $3.50M | 1.17% | +6,947 | New |
| CenterBook Partners LP | 6,928 | $3.49M | 0.44% | −5,079−42.3% | Reduced |
| Pinnacle West Asset Management, Inc. | 6,920 | $3.49M | 3.42% | +255+3.8% | Added |
| Berkshire Bank | 6,914 | $3.49M | 1.00% | +5+0.1% | Added |
| LGT Fund Management Co Ltd. | 6,760 | $3.48M | 1.69% | +860+14.6% | Added |
| SevenBridge Financial Group, LLC | 6,888 | $3.47M | 0.90% | +417+6.4% | Added |
| Gratus Capital LLC | 6,860 | $3.46M | 0.24% | +193+2.9% | Added |
| Stokes Family Office, LLC | 6,848 | $3.45M | 0.41% | +383+5.9% | Added |
| MRP Capital Investments, LLC | 6,575 | $3.45M | 3.83% | +3,776+134.9% | Added |
| We Are One Seven, LLC | 6,843 | $3.45M | 0.27% | +349+5.4% | Added |
| Page Arthur B | 6,841 | $3.45M | 3.58% | +25+0.4% | Added |
| Archford Capital Strategies, LLC | 6,817 | $3.44M | 0.69% | +181+2.7% | Added |
| Birch Capital Management, LLC | 6,812 | $3.43M | 2.17% | +594+9.6% | Added |
| Atlas Private Wealth Management | 6,798 | $3.43M | 1.84% | +122+1.8% | Added |
| Gunn & Co Investment Management, Inc. | 6,796 | $3.43M | 3.01% | +6,796 | New |
| Bollard Group LLC | 6,779 | $3.42M | 0.13% | −1,009−13.0% | Reduced |
| Royal Capital Wealth Management, LLC | 6,765 | $3.41M | 3.27% | +11+0.2% | Added |
| Wedmont Private Capital | 6,455 | $3.40M | 0.34% | +1,468+29.4% | Added |
| Redwood Investment Management, LLC | 6,740 | $3.40M | 0.30% | +3,845+132.8% | Added |
| Flagship Harbor Advisors, LLC | 6,700 | $3.38M | 0.28% | +120+1.8% | Added |
| Pathway Financial Advisers, LLC | 6,680 | $3.37M | 1.39% | +6,680 | New |
| Covenant Asset Management, LLC | 6,669 | $3.36M | 1.04% | −2,386−26.4% | Reduced |
| Occidental Asset Management, LLC | 6,647 | $3.35M | 0.78% | +116+1.8% | Added |
| Valley Brook Capital Group | 6,641 | $3.35M | 3.31% | +106+1.6% | Added |
| DF Dent & Co Inc | 6,634 | $3.34M | 0.05% | −87−1.3% | Reduced |
| Centric Wealth Management | 6,628 | $3.34M | 1.40% | +574+9.5% | Added |
| Fairbanks Capital Management, Inc. | 6,626 | $3.34M | 2.81% | +315+5.0% | Added |
| Wunderlich Capital Managemnt | 6,625 | $3.34M | 1.65% | −43−0.6% | Reduced |
| Wrapmanager Inc | 6,614 | $3.34M | 1.07% | −4−0.1% | Reduced |
| Jessup Wealth Management, Inc | 6,610 | $3.33M | 1.92% | +291+4.6% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,593 | $3.32M | 1.68% | +293+4.7% | Added |
| Renasant Bank | 6,569 | $3.31M | 2.79% | −302−4.4% | Reduced |
| Parisi Gray Wealth Management | 6,567 | $3.31M | 1.50% | +52+0.8% | Added |
| Grove Bank & Trust | 6,559 | $3.31M | 0.67% | +677+11.5% | Added |
| Stratos Wealth Advisors, LLC | 6,558 | $3.31M | 0.22% | +1,948+42.3% | Added |
| NorthRock Partners, LLC | 6,543 | $3.30M | 0.34% | +693+11.8% | Added |
| Carret Asset Management, LLC | 6,535 | $3.29M | 0.46% | +312+5.0% | Added |
| Desjardins Global Asset Management Inc. | 6,530 | $3.29M | 0.36% | +670+11.4% | Added |
| First Horizon Advisors, Inc. | 6,526 | $3.29M | 0.12% | −74−1.1% | Reduced |
| RFG Advisory, LLC | 6,524 | $3.29M | 0.15% | +1,386+27.0% | Added |
| Hilltop Holdings Inc. | 6,517 | $3.29M | 0.41% | +20+0.3% | Added |
| JB Capital LLC | 6,498 | $3.28M | 0.28% | −4,063−38.5% | Reduced |
| Legacy Wealth Management, LLC | 6,485 | $3.27M | 1.70% | −102−1.5% | Reduced |
| Capricorn Fund Managers Ltd | 6,484 | $3.27M | 1.13% | +3,284+102.6% | Added |
| Founders Financial Securities LLC | 6,483 | $3.27M | 0.42% | +404+6.6% | Added |
| Decatur Capital Management, Inc. | 6,449 | $3.25M | 2.35% | 00.0% | Unchanged |
| Channel Wealth LLC | 6,424 | $3.24M | 1.81% | +775+13.7% | Added |
| Sound View Wealth Advisors Group, LLC | 6,424 | $3.24M | 0.40% | −64−1.0% | Reduced |
| Strategic Financial Services, Inc, | 6,421 | $3.24M | 0.25% | −50−0.8% | Reduced |
| Greenfield Savings Bank | 6,416 | $3.23M | 2.03% | −5−0.1% | Reduced |
| Capital City Trust Co | 6,415 | $3.23M | 1.07% | +203+3.3% | Added |
| Vise Technologies, Inc. | 6,413 | $3.23M | 0.79% | +650+11.3% | Added |
| Capstone Investment Advisors, LLC | 6,398 | $3.23M | 0.09% | +6,398 | New |
| Lloyd Advisory Services, LLC. | 6,383 | $3.22M | 1.06% | +6,383 | New |
| Norden Group LLC | 6,383 | $3.22M | 1.06% | +6,383 | New |
| Nordwand Advisors, LLC | 6,375 | $3.21M | 0.64% | −1,090−14.6% | Reduced |
| M&R Capital Management Inc | 6,371 | $3.21M | 0.88% | +70+1.1% | Added |
| Fukoku Mutual Life Insurance Co | 6,370 | $3.21M | 0.29% | +1,156+22.2% | Added |
| Robertson Stephens Wealth Management, LLC | 6,364 | $3.21M | 0.22% | +357+5.9% | Added |
| My Legacy Advisors, LLC | 6,034 | $3.21M | 1.30% | +238+4.1% | Added |
| Bank of Hawaii | 6,362 | $3.21M | 0.18% | −43−0.7% | Reduced |
| Claro Advisors LLC | 6,343 | $3.20M | 0.80% | +1,215+23.7% | Added |
| Handelsinvest Investeringsforvaltning | 6,341 | $3.20M | 1.11% | −65−1.0% | Reduced |
| Elmwood Wealth Management, Inc. | 6,340 | $3.20M | 1.54% | −10−0.2% | Reduced |
| Brady Family Wealth, LLC | 6,338 | $3.20M | 1.24% | +17+0.3% | Added |
| Baker Tilly Wealth Management, LLC | 6,328 | $3.19M | 0.53% | −5,955−48.5% | Reduced |
| Sweet Financial Partners, LLC | 6,306 | $3.18M | 0.84% | +427+7.3% | Added |
| Symmetry Partners, LLC | 6,306 | $3.18M | 0.17% | −8,456−57.3% | Reduced |
| Chemistry Wealth Management LLC | 6,278 | $3.17M | 1.05% | −311−4.7% | Reduced |
| Dempze Nancy E | 6,270 | $3.16M | 2.84% | +232+3.8% | Added |
| Red Cedar Investment Management, LLC | 6,267 | $3.16M | 0.48% | +58+0.9% | Added |
| Capital Asset Advisory Services LLC | 6,008 | $3.15M | 0.22% | +1,094+22.3% | Added |
| Parkwood LLC | 6,234 | $3.14M | 0.57% | −441−6.6% | Reduced |
| Wambolt & Associates, LLC | 6,082 | $3.13M | 1.14% | +394+6.9% | Added |
| Wealth Architects, LLC | 6,173 | $3.11M | 0.53% | −10−0.2% | Reduced |
| Granite Bay Wealth Management, LLC | 6,300 | $3.10M | 0.03% | +6,300 | New |
| Verition Fund Management LLC | 6,145 | $3.10M | 0.04% | +2,754+81.2% | Added |
| Lineweaver Wealth Advisors, LLC | 6,123 | $3.09M | 0.90% | +195+3.3% | Added |
| Leeward Financial Partners, LLC | 6,115 | $3.08M | 1.71% | +575+10.4% | Added |
| San Luis Wealth Advisors LLC | 6,111 | $3.08M | 1.48% | −6−0.1% | Reduced |
| Smithfield Trust Co | 6,077 | $3.08M | 0.19% | −20−0.3% | Reduced |
| Platte River Wealth Advisors, LLC | 6,094 | $3.07M | 1.12% | +224+3.8% | Added |
| Cox Capital Mgt LLC | 6,092 | $3.07M | 2.16% | +452+8.0% | Added |
| Northside Capital Management, LLC | 6,081 | $3.07M | 0.71% | +10.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 6,055 | $3.05M | 0.50% | +18+0.3% | Added |