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 |
|---|---|---|---|---|---|
| Davis R M Inc | 90,108 | $45.4M | 1.14% | +1,952+2.2% | Added |
| Acadian Asset Management LLC | 89,338 | $45.0M | 0.19% | −107,076−54.5% | Reduced |
| Bowie Capital Management, LLC | 89,305 | $45.0M | 5.91% | +51+0.1% | Added |
| Wafra Inc. | 88,929 | $44.8M | 1.50% | +88,929 | New |
| Provident Investment Management, Inc. | 88,459 | $44.6M | 4.92% | +3,347+3.9% | Added |
| Whittier Trust Co | 86,660 | $43.7M | 0.78% | +2,016+2.4% | Added |
| Sit Investment Associates Inc | 86,356 | $43.5M | 1.19% | +1,946+2.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 86,058 | $43.4M | 3.23% | −563−0.6% | Reduced |
| Petrus Trust Company, LTA | 85,814 | $43.3M | 4.63% | +630+0.7% | Added |
| Gulf International Bank (UK) Ltd | 85,641 | $43.2M | 1.22% | −8,535−9.1% | Reduced |
| NS Partners Ltd | 85,607 | $43.2M | 2.32% | −708−0.8% | Reduced |
| Munro Partners | 85,238 | $43.0M | 2.17% | −33,797−28.4% | Reduced |
| Vantage Investment Partners, LLC | 84,324 | $42.5M | 5.57% | +9,979+13.4% | Added |
| Cambridge Trust Co | 84,316 | $42.5M | 1.96% | −792−0.9% | Reduced |
| Atria Investments LLC | 83,271 | $42.0M | 0.75% | +2,863+3.6% | Added |
| Coronation Fund Managers Ltd. | 83,249 | $42.0M | 1.26% | +78,088+1,513.0% | Added |
| Silvant Capital Management LLC | 83,197 | $41.9M | 2.53% | −570−0.7% | Reduced |
| Aureus Asset Management, LLC | 82,966 | $41.8M | 3.36% | −2,676−3.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 82,384 | $41.5M | 0.62% | +6,584+8.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 82,004 | $41.3M | 0.20% | +82,004 | New |
| Advisors Capital Management, LLC | 81,641 | $41.2M | 1.04% | +11,755+16.8% | Added |
| Banco Santander, S.A. | 80,417 | $40.5M | 0.58% | −10,768−11.8% | Reduced |
| Bokf, NA | 75,547 | $40.5M | 0.89% | −3,083−3.9% | Reduced |
| Guggenheim Capital LLC | 79,599 | $40.1M | 0.35% | +6,135+8.4% | Added |
| Auxier Asset Management | 79,497 | $40.1M | 6.84% | +53+0.1% | Added |
| Unigestion Holding SA | 79,367 | $40.0M | 2.46% | +5,268+7.1% | Added |
| Beacon Pointe Advisors, LLC | 79,357 | $40.0M | 0.50% | +9,913+14.3% | Added |
| Gradient Investments LLC | 79,255 | $40.0M | 1.05% | +3,035+4.0% | Added |
| River Road Asset Management, LLC | 78,378 | $39.5M | 0.56% | −13,281−14.5% | Reduced |
| Elo Mutual Pension Insurance Co | 77,924 | $39.3M | 1.21% | +1,158+1.5% | Added |
| Bailard, Inc. | 77,832 | $39.2M | 1.30% | +2,727+3.6% | Added |
| Clal Insurance Enterprises Holdings Ltd | 77,500 | $39.1M | 0.54% | +16,000+26.0% | Added |
| Baillie Gifford & Co | 77,440 | $39.0M | 0.04% | −2,460−3.1% | Reduced |
| Assetmark, Inc | 76,775 | $38.7M | 0.15% | +10,443+15.7% | Added |
| Polaris Capital Management, LLC | 76,452 | $38.5M | 2.08% | −30,800−28.7% | Reduced |
| TownSquare Capital, LLC | 76,252 | $38.4M | 0.70% | +3,193+4.4% | Added |
| Element Capital Management LLC | 76,148 | $38.4M | 3.41% | −45,349−37.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 75,607 | $38.1M | 2.42% | +110.0% | Added |
| Chilton Capital Management LLC | 75,585 | $38.1M | 2.14% | +2,105+2.9% | Added |
| Artemis Investment Management LLP | 75,438 | $38.0M | 0.53% | +11,234+17.5% | Added |
| Kentucky Retirement Systems | 73,869 | $37.2M | 1.29% | −988−1.3% | Reduced |
| Flputnam Investment Management Co | 73,759 | $37.2M | 1.03% | +497+0.7% | Added |
| Kiwi Wealth Investments Limited Partnership | 73,100 | $36.9M | 4.02% | +8,497+13.2% | Added |
| Private Advisor Group, LLC | 73,100 | $36.9M | 0.33% | +2,311+3.3% | Added |
| CWM, LLC | 72,772 | $36.7M | 0.22% | +5,297+7.9% | Added |
| WestEnd Advisors, LLC | 72,726 | $36.7M | 1.10% | +6,360+9.6% | Added |
| Manchester Global Management (UK) Ltd | 72,483 | $36.5M | 14.00% | 00.0% | Unchanged |
| Central Trust Co | 72,330 | $36.5M | 1.05% | +217+0.3% | Added |
| Aristotle Atlantic Partners, LLC | 71,856 | $36.2M | 1.45% | −549−0.8% | Reduced |
| Maryland State Retirement & Pension System | 71,600 | $36.1M | 0.83% | +384+0.5% | Added |
| Illinois Municipal Retirement Fund | 71,523 | $36.1M | 0.67% | −4,662−6.1% | Reduced |
| South Dakota Investment Council | 71,186 | $35.9M | 0.82% | −5,862−7.6% | Reduced |
| Cetera Investment Advisers | 70,441 | $35.5M | 0.31% | −2,375−3.3% | Reduced |
| JustInvest LLC | 70,065 | $35.3M | 1.06% | +6,607+10.4% | Added |
| OrbiMed Advisors LLC | 70,000 | $35.3M | 0.82% | −174,000−71.3% | Reduced |
| Rockland Trust Co | 69,872 | $35.2M | 2.12% | +5,344+8.3% | Added |
| Montag & Caldwell, LLC | 69,471 | $35.0M | 4.50% | −1,558−2.2% | Reduced |
| Fiduciary Trust Co | 69,324 | $35.0M | 0.64% | +3,041+4.6% | Added |
| Eagle Ridge Investment Management | 69,122 | $34.9M | 3.80% | −298−0.4% | Reduced |
| Stephens Inc | 69,048 | $34.8M | 0.67% | −8,896−11.4% | Reduced |
| Port Capital LLC | 68,993 | $34.8M | 2.17% | +10.0% | Added |
| Williams Jones Wealth Management, LLC. | 68,026 | $34.3M | 0.53% | −1,589−2.3% | Reduced |
| Cantor Fitzgerald, L. P. | 67,715 | $34.1M | 0.92% | −1,663−2.4% | Reduced |
| Wealthfront Advisers LLC | 66,860 | $33.7M | 0.15% | −2,270−3.3% | Reduced |
| Todd Asset Management LLC | 66,847 | $33.7M | 0.80% | −9,926−12.9% | Reduced |
| Raymond James Trust N.A. | 66,583 | $33.6M | 1.00% | +314+0.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 66,580 | $33.6M | 0.10% | +1,144+1.7% | Added |
| Securian Asset Management, Inc | 66,474 | $33.5M | 1.00% | −11,683−14.9% | Reduced |
| La Banque Postale Asset Management SA | 66,300 | $33.4M | 0.74% | +5,715+9.4% | Added |
| Douglas Lane & Associates, LLC | 65,790 | $33.2M | 0.56% | −5,055−7.1% | Reduced |
| Heritage Investors Management Corp | 65,293 | $32.9M | 1.38% | +691+1.1% | Added |
| Commerzbank Aktiengesellschaft | 65,096 | $32.8M | 1.56% | −7,043−9.8% | Reduced |
| Synovus Financial Corp | 64,967 | $32.8M | 0.37% | −2,085−3.1% | Reduced |
| Ethic Inc. | 64,751 | $32.6M | 1.15% | +4,467+7.4% | Added |
| Sabal Trust CO | 64,523 | $32.5M | 2.17% | −367−0.6% | Reduced |
| Cumberland Partners Ltd | 64,344 | $32.4M | 3.12% | +72+0.1% | Added |
| Peapack Gladstone Financial Corp | 64,268 | $32.4M | 0.60% | −1,018−1.6% | Reduced |
| Fulton Breakefield Broenniman LLC | 64,170 | $32.4M | 2.81% | −30.0% | Reduced |
| Pathstone Family Office, LLC | 62,932 | $32.2M | 0.25% | +27,083+75.5% | Added |
| Hartford Investment Management Co | 63,628 | $32.1M | 1.28% | −2,176−3.3% | Reduced |
| First Foundation Advisors | 63,606 | $32.1M | 1.50% | +3,501+5.8% | Added |
| Farmers & Merchants Investments Inc | 63,568 | $32.1M | 1.26% | −160−0.3% | Reduced |
| Eastern Bank | 62,794 | $31.7M | 1.57% | −417−0.7% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 62,645 | $31.6M | 0.86% | −29,938−32.3% | Reduced |
| Alpha Cubed Investments, LLC | 62,458 | $31.5M | 2.12% | +7,825+14.3% | Added |
| Galvin, Gaustad & Stein, LLC | 62,420 | $31.5M | 3.19% | +170.0% | Added |
| Focus Financial Network, Inc. | 62,001 | $31.3M | 1.76% | −2,457−3.8% | Reduced |
| Suncoast Equity Management | 61,666 | $31.1M | 4.70% | +1,140+1.9% | Added |
| Associated Banc-Corp | 60,893 | $30.7M | 1.19% | +248+0.4% | Added |
| AltraVue Capital, LLC | 60,890 | $30.7M | 3.66% | 00.0% | Unchanged |
| Ironvine Capital Partners, LLC | 60,659 | $30.6M | 3.92% | +13,005+27.3% | Added |
| Chilton Investment Co LLC | 60,294 | $30.4M | 0.97% | −299−0.5% | Reduced |
| RMB Capital Management, LLC | 60,179 | $30.3M | 1.04% | +814+1.4% | Added |
| Campbell Newman Asset Management Inc | 60,149 | $30.3M | 2.87% | +171+0.3% | Added |
| Pacer Advisors, Inc. | 59,612 | $30.1M | 0.12% | +826+1.4% | Added |
| Renaissance Group LLC | 59,530 | $30.0M | 1.37% | −126−0.2% | Reduced |
| Exencial Wealth Advisors, LLC | 59,347 | $29.9M | 1.45% | −656−1.1% | Reduced |
| Community Trust & Investment Co | 59,051 | $29.8M | 2.49% | +1,753+3.1% | Added |
| Advisor Partners II, LLC | 59,014 | $29.8M | 1.19% | +4,794+8.8% | Added |
| Prime Capital Investment Advisors, LLC | 58,926 | $29.7M | 0.61% | −3,484−5.6% | Reduced |