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 |
|---|---|---|---|---|---|
| Privium Fund Management (UK) Ltd | 4,976 | $2.51M | 1.96% | +1,476+42.2% | Added |
| Tealwood Asset Management Inc | 4,969 | $2.50M | 1.29% | −18−0.4% | Reduced |
| Consolidated Capital Management, LLC | 4,968 | $2.50M | 1.33% | −137−2.7% | Reduced |
| Kovack Advisors, Inc. | 4,951 | $2.50M | 0.35% | −179−3.5% | Reduced |
| Moser Wealth Advisors, LLC | 4,940 | $2.49M | 1.75% | 00.0% | Unchanged |
| Alerus Financial NA | 4,933 | $2.49M | 0.22% | −1,028−17.2% | Reduced |
| North Star Investment Management Corp. | 4,932 | $2.49M | 0.21% | +10.0% | Added |
| Tilt Investment Management Holdings, PBC | 4,926 | $2.48M | 1.77% | 00.0% | Unchanged |
| Bank Hapoalim BM | 4,884 | $2.46M | 0.40% | −67−1.4% | Reduced |
| Mather Group, LLC. | 4,880 | $2.46M | 0.04% | −230−4.5% | Reduced |
| Tobam | 4,867 | $2.45M | 0.20% | −283−5.5% | Reduced |
| Consilium Wealth Advisory, LLC | 4,865 | $2.45M | 1.72% | −73−1.5% | Reduced |
| Coastal Investment Advisors, Inc. | 5,103 | $2.45M | 0.56% | −100−1.9% | Reduced |
| Palouse Capital Management, Inc. | 4,845 | $2.44M | 1.81% | +47+1.0% | Added |
| Ingalls & Snyder LLC | 4,844 | $2.44M | 0.12% | +73+1.5% | Added |
| PDS Planning, Inc | 4,838 | $2.44M | 0.32% | +133+2.8% | Added |
| Brasada Capital Management, LP | 4,633 | $2.44M | 0.57% | +364+8.5% | Added |
| Inscription Capital, LLC | 4,837 | $2.44M | 0.80% | −492−9.2% | Reduced |
| Cape Ann Savings Bank | 4,827 | $2.43M | 1.71% | −40−0.8% | Reduced |
| Hartline Investment Corp | 4,825 | $2.43M | 0.44% | +174+3.7% | Added |
| Apexium Financial, LP | 4,817 | $2.43M | 0.24% | −38−0.8% | Reduced |
| Lighthouse Investment Partners, LLC | 4,816 | $2.43M | 0.14% | +4,816 | New |
| Sunbelt Securities, Inc. | 4,809 | $2.42M | 0.34% | +80+1.7% | Added |
| Pictet Bank & Trust Ltd | 4,798 | $2.42M | 2.60% | −230−4.6% | Reduced |
| Jag Capital Management, LLC | 4,796 | $2.42M | 0.29% | +950+24.7% | Added |
| Harfst & Associates, Inc. | 4,790 | $2.42M | 0.68% | −23−0.5% | Reduced |
| Team Hewins, LLC | 4,788 | $2.41M | 0.55% | +4,788 | New |
| Simplify Asset Management Inc. | 4,785 | $2.41M | 0.40% | +3,788+379.9% | Added |
| Radnor Capital Management, LLC | 4,784 | $2.41M | 0.48% | +1,050+28.1% | Added |
| Fagan Associates, Inc. | 4,780 | $2.41M | 0.58% | +1,069+28.8% | Added |
| Harvey Investment Co LLC | 4,776 | $2.41M | 0.32% | 00.0% | Unchanged |
| SWS Partners | 4,768 | $2.40M | 0.89% | −1,752−26.9% | Reduced |
| Monte Financial Group, LLC | 4,758 | $2.40M | 1.21% | −12−0.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,750 | $2.40M | 0.58% | +1,027+27.6% | Added |
| CIC Wealth, LLC | 4,750 | $2.39M | 0.86% | +1,432+43.2% | Added |
| Prevail Innovative Wealth Advisors, LLC | 4,732 | $2.39M | 1.24% | +1,797+61.2% | Added |
| J.W. Cole Advisors, Inc. | 4,708 | $2.37M | 0.17% | +201+4.5% | Added |
| Beaumont Financial Advisors, LLC | 4,691 | $2.36M | 0.24% | +208+4.6% | Added |
| Revolve Wealth Partners, LLC | 4,686 | $2.36M | 0.55% | −26−0.6% | Reduced |
| Hartford Financial Management Inc. | 4,666 | $2.35M | 0.60% | +42+0.9% | Added |
| Naviter Wealth, LLC | 4,661 | $2.35M | 0.57% | +153+3.4% | Added |
| Financial Advocates Investment Management | 4,654 | $2.35M | 0.17% | −3−0.1% | Reduced |
| Columbia Trust Co 01012016 | 4,650 | $2.34M | 1.36% | +33+0.7% | Added |
| Alaethes Wealth LLC | 4,646 | $2.34M | 1.28% | +171+3.8% | Added |
| Affinity Investment Advisors, LLC | 4,645 | $2.34M | 1.51% | −157−3.3% | Reduced |
| Ashford Capital Management Inc | 4,624 | $2.33M | 0.34% | −20−0.4% | Reduced |
| McDonald Partners LLC | 4,622 | $2.33M | 0.76% | −31−0.7% | Reduced |
| Voya Financial Advisors, Inc. | 4,561 | $2.33M | 0.29% | +4+0.1% | Added |
| Eqis Capital Management, Inc. | 4,610 | $2.32M | 0.28% | +486+11.8% | Added |
| JT Stratford LLC | 4,605 | $2.32M | 0.60% | +387+9.2% | Added |
| Continuum Advisory, LLC | 4,604 | $2.32M | 0.37% | −41−0.9% | Reduced |
| Oak Asset Management, LLC | 4,595 | $2.32M | 0.99% | +51+1.1% | Added |
| Strategic Investment Solutions, Inc. | 4,695 | $2.31M | 0.03% | +4,621+6,244.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,305 | $2.31M | 0.03% | +473+12.3% | Added |
| Aft, Forsyth & Sober, LLC | 4,575 | $2.31M | 0.97% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 4,570 | $2.30M | 0.76% | +256+5.9% | Added |
| Trust Co of Toledo NA | 4,565 | $2.30M | 0.45% | +1,290+39.4% | Added |
| Marion Wealth Management | 4,563 | $2.30M | 0.81% | +116+2.6% | Added |
| WP Advisors, LLC | 4,548 | $2.29M | 0.95% | +47+1.0% | Added |
| Freedom Day Solutions, LLC | 4,524 | $2.28M | 1.00% | −84−1.8% | Reduced |
| Partners Capital Investment Group, LLP | 4,521 | $2.28M | 0.05% | +980+27.7% | Added |
| Alternative Investment Advisors, LLC. | 4,509 | $2.27M | 1.59% | +4,509 | New |
| Applied Capital LLC | 4,496 | $2.27M | 2.26% | −27−0.6% | Reduced |
| Ledge Wealth Management, Inc. | 4,488 | $2.26M | 1.02% | +533+13.5% | Added |
| Hall Capital Management Co Inc | 4,476 | $2.26M | 1.45% | +816+22.3% | Added |
| Core Wealth Advisors, Inc. | 4,472 | $2.25M | 0.92% | +117+2.7% | Added |
| New England Research & Management, Inc. | 4,460 | $2.25M | 1.28% | +1,820+68.9% | Added |
| Optas, LLC | 4,447 | $2.24M | 0.75% | +138+3.2% | Added |
| StrongBox Wealth, LLC | 4,444 | $2.24M | 1.43% | +228+5.4% | Added |
| Personal Cfo Solutions, LLC | 4,439 | $2.24M | 0.44% | +73+1.7% | Added |
| Glassman Wealth Services | 4,435 | $2.24M | 0.36% | +2,203+98.7% | Added |
| Accretive Wealth Partners, LLC | 4,421 | $2.23M | 1.33% | +16+0.4% | Added |
| S&CO Inc | 4,404 | $2.22M | 0.18% | +125+2.9% | Added |
| Vantage Financial Partners Ltd., Inc. | 4,392 | $2.21M | 1.27% | −98−2.2% | Reduced |
| International Assets Investment Management, LLC | 4,383 | $2.21M | 0.30% | +379+9.5% | Added |
| Davidson Capital Management Inc. | 4,357 | $2.20M | 1.09% | +1,353+45.0% | Added |
| Parsons Capital Management Inc | 4,343 | $2.19M | 0.17% | +635+17.1% | Added |
| InterOcean Capital Group, LLC | 4,331 | $2.18M | 0.07% | +343+8.6% | Added |
| Townsend & Associates, Inc | 4,144 | $2.17M | 0.46% | −2,591−38.5% | Reduced |
| Kathmere Capital Management, LLC | 4,301 | $2.17M | 0.32% | +672+18.5% | Added |
| Cahill Financial Advisors Inc | 4,272 | $2.15M | 0.36% | −22−0.5% | Reduced |
| Oak Associates, Ltd | 4,269 | $2.15M | 0.18% | +100+2.4% | Added |
| Certified Advisory Corp | 43,600 | $2.15M | 0.40% | +43,600 | New |
| Hollencrest Capital Management | 4,259 | $2.15M | 0.24% | 00.0% | Unchanged |
| Rothschild Investment Corp | 4,259 | $2.15M | 0.18% | +342+8.7% | Added |
| Mach-1 Financial Group, Inc. | 4,256 | $2.15M | 0.90% | −53−1.2% | Reduced |
| Menard Financial Group LLC | 4,244 | $2.14M | 3.09% | +391+10.1% | Added |
| Schear Investment Advisers, LLC | 4,227 | $2.13M | 2.30% | −206−4.6% | Reduced |
| Aries Wealth Management | 3,937 | $2.12M | 0.83% | +273+7.5% | Added |
| Courier Capital LLC | 4,197 | $2.12M | 0.18% | −324−7.2% | Reduced |
| IFG Advisory, LLC | 4,192 | $2.11M | 0.18% | +4,192 | New |
| Court Place Advisors, LLC | 4,184 | $2.11M | 0.75% | −40−0.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,165 | $2.10M | 0.08% | +421+11.2% | Added |
| Magnus Financial Group LLC | 4,155 | $2.09M | 0.31% | +75+1.8% | Added |
| Triangle Securities Wealth Management | 4,150 | $2.09M | 0.74% | −22−0.5% | Reduced |
| Ellenbecker Investment Group | 4,132 | $2.08M | 0.54% | +3,388+455.4% | Added |
| Confluence Wealth Services, Inc. | 4,130 | $2.08M | 0.41% | +531+14.8% | Added |
| Lincluden Management Ltd | 4,121 | $2.08M | 0.25% | −5−0.1% | Reduced |
| Northcape Wealth Management, LLC | 4,116 | $2.08M | 0.79% | +47+1.2% | Added |
| Lawson Kroeker Investment Management Inc | 4,116 | $2.08M | 0.46% | 00.0% | Unchanged |