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
- 3,145
- +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
- 1,122 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 | 3,055 | $202.4B |
| Q4 2025 | 3,312 | $248.2B |
| Q3 2025 | 3,169 | $253.5B |
| Q2 2025 | 3,186 | $241.1B |
| Q1 2025 | 3,614 | $424.3B |
| Q4 2024 | 3,685 | $409.5B |
| Q3 2024 | 3,477 | $474.6B |
| Q2 2024 | 3,407 | $411.9B |
| Q1 2024 | 3,385 | $398.9B |
| Q4 2023 | 3,422 | $428.0B |
| Q3 2023 | 3,145 | $407.5B |
| Q2 2023 | 3,137 | $388.4B |
| Q1 2023 | 3,115 | $383.6B |
| Q4 2022 | 3,160 | $434.2B |
| Q3 2022 | 2,999 | $413.5B |
| Q2 2022 | 2,965 | $422.0B |
| Q1 2022 | 2,966 | $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 |
|---|---|---|---|---|---|
| Bartlett & Co. Wealth Management LLC | 164,353 | $82.9M | 1.49% | +8,873+5.7% | Added |
| Bartlett & Co. LLC | 164,353 | $82.9M | 1.49% | +8,873+5.7% | Added |
| Federation des caisses Desjardins du Quebec | 163,526 | $82.4M | 0.85% | +11,677+7.7% | Added |
| Czech National Bank | 161,899 | $81.6M | 1.30% | +51,683+46.9% | Added |
| Balyasny Asset Management LLC | 160,388 | $80.9M | 0.23% | +116,410+264.7% | Added |
| Utah Retirement Systems | 160,355 | $80.8M | 1.16% | +742+0.5% | Added |
| Mercer Global Advisors Inc | 152,974 | $77.1M | 0.29% | −1,787−1.2% | Reduced |
| HM Payson & Co | 152,712 | $77.0M | 1.80% | +883+0.6% | Added |
| Federated Hermes, Inc. | 150,868 | $76.1M | 0.20% | −12,461−7.6% | Reduced |
| New York Life Investment Management LLC | 149,844 | $75.5M | 0.82% | −2,122−1.4% | Reduced |
| Bristol Gate Capital Partners Inc. | 149,260 | $75.3M | 4.19% | −4,280−2.8% | Reduced |
| Connectus Wealth, LLC | 148,244 | $74.8M | 1.67% | −14,136−8.7% | Reduced |
| Rathbone Brothers plc | 147,746 | $74.5M | 0.54% | +146,798+15,485.0% | Added |
| AE Wealth Management LLC | 146,780 | $74.0M | 0.44% | +13,504+10.1% | Added |
| Sands Capital Management, LLC | 145,132 | $73.2M | 0.25% | +30,539+26.6% | Added |
| Virginia Retirement Systems Et Al | 144,700 | $73.0M | 0.72% | −2,600−1.8% | Reduced |
| Ferguson Wellman Capital Management, Inc | 144,692 | $73.0M | 1.79% | −2,202−1.5% | Reduced |
| MML Investors Services, LLC | 144,399 | $72.8M | 0.40% | +3,559+2.5% | Added |
| CIBC World Markets Corp | 143,954 | $72.6M | 0.71% | −17,151−10.6% | Reduced |
| Harvest Portfolios Group Inc. | 142,587 | $71.9M | 3.39% | −7,639−5.1% | Reduced |
| Financial Counselors Inc | 142,558 | $71.9M | 1.44% | +2,043+1.5% | Added |
| Vaughan David Investments LLC | 141,116 | $71.1M | 2.15% | +343+0.2% | Added |
| Umb Bank N A | 139,944 | $70.6M | 1.13% | −8,501−5.7% | Reduced |
| Border to Coast Pensions Partnership Ltd | 137,155 | $70.0M | 1.86% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 136,334 | $68.7M | 0.74% | +16,925+14.2% | Added |
| Qube Research & Technologies Ltd | 136,317 | $68.7M | 0.20% | −59,847−30.5% | Reduced |
| Mutual of America Capital Management LLC | 136,061 | $68.6M | 0.85% | −4,538−3.2% | Reduced |
| Cetera Advisor Networks LLC | 136,039 | $68.6M | 0.43% | +6,769+5.2% | Added |
| Steward Partners Investment Advisory, LLC | 134,864 | $68.0M | 1.05% | +6,240+4.9% | Added |
| Van Eck Associates Corp | 134,069 | $67.6M | 0.15% | +6,345+5.0% | Added |
| Bradley Foster & Sargent Inc | 139,323 | $67.0M | 1.41% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 131,718 | $66.4M | 0.81% | −16,975−11.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 131,333 | $66.2M | 0.31% | +6,777+5.4% | Added |
| E. Ohman J:or Asset Management AB | 127,966 | $64.5M | 2.43% | +21,587+20.3% | Added |
| Cornerstone Investment Partners, LLC | 127,958 | $64.5M | 4.03% | −3,062−2.3% | Reduced |
| MBB Public Markets I LLC | 127,830 | $64.5M | 4.32% | −5,643−4.2% | Reduced |
| Ofi Invest Asset Management | 135,261 | $64.4M | 2.32% | −1,581−1.2% | Reduced |
| GW&K Investment Management, LLC | 125,440 | $63.2M | 0.64% | +3,609+3.0% | Added |
| Vulcan Value Partners, LLC | 123,681 | $62.4M | 0.95% | +123,681 | New |
| Tiaa Trust, National Association | 123,494 | $62.3M | 0.22% | +123,494 | New |
| Commerce Bank | 122,412 | $61.7M | 0.49% | −2,785−2.2% | Reduced |
| Zacks Investment Management | 122,121 | $61.6M | 0.80% | +1,293+1.1% | Added |
| Gabelli Funds LLC | 121,120 | $61.1M | 0.50% | +31,868+35.7% | Added |
| MAI Capital Management | 120,787 | $60.9M | 0.91% | +90.0% | Added |
| Colony Group LLC | 120,740 | $60.9M | 0.91% | −3,841−3.1% | Reduced |
| State of Alaska, Department of Revenue | 120,626 | $60.8M | 0.77% | −5,305−4.2% | Reduced |
| Two Sigma Investments, LP | 120,209 | $60.6M | 0.17% | +46,875+63.9% | Added |
| Armistice Capital, LLC | 120,000 | $60.5M | 1.80% | −30,000−20.0% | Reduced |
| Atalanta Sosnoff Capital, LLC | 119,823 | $60.4M | 1.79% | −3,154−2.6% | Reduced |
| Oregon Public Employees Retirement Fund | 119,599 | $60.3M | 0.83% | −22,960−16.1% | Reduced |
| Yousif Capital Management, LLC | 119,205 | $60.1M | 0.76% | −4,946−4.0% | Reduced |
| Nicholas Company, Inc. | 118,270 | $59.6M | 1.19% | 00.0% | Unchanged |
| Martingale Asset Management L P | 116,642 | $58.8M | 1.24% | −2,403−2.0% | Reduced |
| Achmea Investment Management B.V. | 116,545 | $58.8M | 1.28% | +17,917+18.2% | Added |
| PFM Health Sciences, LP | 116,067 | $58.5M | 2.80% | 00.0% | Unchanged |
| Nippon Life Global Investors Americas, Inc. | 114,890 | $57.9M | 3.56% | +17,050+17.4% | Added |
| United Services Automobile Association | 114,629 | $57.8M | 1.46% | +3,104+2.8% | Added |
| Morningstar Investment Services LLC | 113,126 | $57.7M | 0.74% | −1,362−1.2% | Reduced |
| Davis Selected Advisers | 113,684 | $57.3M | 0.36% | −110−0.1% | Reduced |
| United Capital Financial Advisers, LLC | 113,299 | $57.1M | 0.37% | −9,205−7.5% | Reduced |
| Abn Amro Investment Solutions | 112,808 | $56.9M | 1.11% | +38,439+51.7% | Added |
| Avidity Partners Management LP | 112,200 | $56.6M | 2.28% | +112,200 | New |
| Cullen/Frost Bankers, Inc. | 111,205 | $56.1M | 0.98% | +3,133+2.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 111,001 | $56.0M | 1.23% | +3,280+3.0% | Added |
| Millennium Management LLC | 109,907 | $55.4M | 0.06% | −77,155−41.2% | Reduced |
| Bridges Investment Management Inc | 109,172 | $55.0M | 1.96% | −2,790−2.5% | Reduced |
| Ancora Advisors, LLC | 108,412 | $54.7M | 1.46% | +619+0.6% | Added |
| Worldquant Millennium Advisors LLC | 107,181 | $54.0M | 0.83% | +53,172+98.5% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 105,860 | $53.4M | 2.33% | +3,023+2.9% | Added |
| Lido Advisors, LLC | 105,144 | $53.0M | 0.59% | +1,358+1.3% | Added |
| Cercano Management LLC | 104,185 | $52.5M | 1.87% | 00.0% | Unchanged |
| Capital Advisors Inc | 104,057 | $52.5M | 1.37% | −1,005−1.0% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 103,300 | $52.1M | 0.68% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 102,778 | $51.8M | 0.80% | −2,814−2.7% | Reduced |
| Credential Qtrade Securities Inc. | 102,470 | $51.7M | 3.42% | +2,010+2.0% | Added |
| Vident Advisory, LLC | 101,588 | $51.2M | 1.59% | +101,588 | New |
| Premier Fund Managers Ltd | 100,000 | $51.0M | 2.40% | 00.0% | Unchanged |
| SP Asset Management LLC | 101,103 | $51.0M | 5.73% | +5,759+6.0% | Added |
| GWM Advisors LLC | 100,557 | $50.7M | 0.56% | +193+0.2% | Added |
| Shell Asset Management Co | 100,068 | $50.5M | 2.08% | +4,826+5.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 100,312 | $50.4M | 0.68% | +62+0.1% | Added |
| Heritage Wealth Advisors | 99,506 | $50.2M | 2.74% | +5,861+6.3% | Added |
| Quintet Private Bank (Europe) S.A. | 99,112 | $50.0M | 3.34% | +360+0.4% | Added |
| Woodley Farra Manion Portfolio Management Inc | 98,923 | $49.9M | 3.32% | +3,066+3.2% | Added |
| Varma Mutual Pension Insurance Co | 98,858 | $49.8M | 0.60% | +21,082+27.1% | Added |
| Capital International Inc | 97,183 | $49.0M | 0.94% | −21,038−17.8% | Reduced |
| Kestra Advisory Services, LLC | 96,670 | $48.7M | 0.48% | +6,423+7.1% | Added |
| Rafferty Asset Management, LLC | 96,654 | $48.7M | 0.29% | +6,495+7.2% | Added |
| Smith Chas P & Associates Pa Cpas | 96,502 | $48.7M | 3.54% | −795−0.8% | Reduced |
| Marsico Capital Management LLC | 96,397 | $48.6M | 2.08% | −96,461−50.0% | Reduced |
| Hantz Financial Services, Inc. | 95,474 | $48.1M | 1.22% | +1,513+1.6% | Added |
| First Long Island Investors, LLC | 94,384 | $47.6M | 4.61% | −1,049−1.1% | Reduced |
| Hardman Johnston Global Advisors LLC | 94,052 | $47.4M | 1.59% | −932−1.0% | Reduced |
| Donaldson Capital Management, LLC | 93,519 | $47.2M | 2.22% | +78,191+510.1% | Added |
| Alta Capital Management LLC | 93,018 | $46.9M | 3.38% | +15,666+20.3% | Added |
| Northwest & Ethical Investments L.P. | 92,613 | $46.7M | 1.57% | +9,662+11.6% | Added |
| Brinker Capital Investments, LLC | 91,263 | $46.0M | 0.56% | +968+1.1% | Added |
| Orion Portfolio Solutions, LLC | 91,263 | $46.0M | 0.56% | +968+1.1% | Added |
| Ziegler Capital Management, LLC | 90,690 | $45.7M | 1.83% | −418−0.5% | Reduced |
| Adams Diversified Equity Fund, Inc. | 90,600 | $45.7M | 1.95% | 00.0% | Unchanged |