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 | 3,055 | $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 |
|---|---|---|---|---|---|
| Oppenheimer & Co Inc | 58,708 | $29.6M | 0.61% | −69−0.1% | Reduced |
| Chesley Taft & Associates LLC | 58,700 | $29.6M | 1.92% | −67−0.1% | Reduced |
| McKinley Capital Management LLC /Delaware | 57,861 | $29.2M | 4.10% | −2,280−3.8% | Reduced |
| Maple Capital Management, Inc. | 57,649 | $29.1M | 3.32% | +1,196+2.1% | Added |
| Louisiana State Employees Retirement System | 57,400 | $28.9M | 0.66% | −200−0.3% | Reduced |
| Systematic Alpha Investments, LLC | 57,323 | $28.9M | 1.45% | 00.0% | Unchanged |
| Guardian Capital LP | 56,321 | $28.4M | 1.06% | −4,407−7.3% | Reduced |
| Wesbanco Bank Inc | 56,279 | $28.4M | 1.24% | +897+1.6% | Added |
| National Asset Management, Inc. | 55,695 | $28.1M | 0.76% | +5,074+10.0% | Added |
| Stock Yards Bank & Trust Co | 55,113 | $27.8M | 1.07% | +32,227+140.8% | Added |
| RBF Capital, LLC | 55,000 | $27.7M | 1.83% | 00.0% | Unchanged |
| Ieq Capital, LLC | 54,903 | $27.7M | 0.56% | +3,314+6.4% | Added |
| Brown Brothers Harriman & Co | 54,790 | $27.6M | 0.24% | +2,889+5.6% | Added |
| Congress Wealth Management LLC | 54,518 | $27.5M | 0.57% | +415+0.8% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 54,161 | $27.4M | 2.43% | −144,116−72.7% | Reduced |
| Cornerstone Advisors, LLC | 54,303 | $27.4M | 1.28% | −15,500−22.2% | Reduced |
| Woodline Partners LP | 54,209 | $27.3M | 0.32% | +54,209 | New |
| QV Investors Inc. | 54,174 | $27.3M | 2.83% | +8,430+18.4% | Added |
| Act Two Investors LLC | 54,159 | $27.3M | 7.31% | +6,639+14.0% | Added |
| Vestcor Inc | 54,148 | $27.3M | 1.00% | +6,650+14.0% | Added |
| Prudential PLC | 53,939 | $27.2M | 0.32% | +1,577+3.0% | Added |
| Norinchukin Bank, The | 53,476 | $27.0M | 0.63% | −47,080−46.8% | Reduced |
| Dana Investment Advisors, Inc. | 53,393 | $26.9M | 1.38% | +206+0.4% | Added |
| Chartwell Investment Partners, LLC | 53,179 | $26.8M | 1.04% | −7,968−13.0% | Reduced |
| Old National Bancorp | 52,718 | $26.6M | 0.77% | −1,314−2.4% | Reduced |
| Atria Wealth Solutions, Inc. | 52,578 | $26.5M | 0.37% | +3,343+6.8% | Added |
| Palisade Asset Management, LLC | 52,412 | $26.4M | 3.21% | +9,518+22.2% | Added |
| D'Orazio & Associates, Inc. | 52,258 | $26.3M | 5.91% | −70.0% | Reduced |
| Stack Financial Management, Inc | 52,039 | $26.2M | 3.06% | +283+0.5% | Added |
| Penn Davis McFarland Inc | 51,786 | $26.1M | 4.57% | −902−1.7% | Reduced |
| Blue Chip Partners, Inc. | 51,102 | $25.8M | 3.07% | +1,107+2.2% | Added |
| Park West Asset Management LLC | 51,100 | $25.8M | 2.37% | +51,100 | New |
| Massmutual Trust Co FSB | 50,649 | $25.5M | 0.94% | +55+0.1% | Added |
| Bell Asset Management Ltd | 50,355 | $25.4M | 4.18% | +9,847+24.3% | Added |
| Wedgewood Partners Inc | 50,171 | $25.3M | 6.05% | −23,246−31.7% | Reduced |
| Westpac Banking Corp | 50,158 | $25.3M | 1.89% | +10,891+27.7% | Added |
| Cohen Capital Management, Inc. | 49,914 | $25.2M | 5.15% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 49,535 | $25.0M | 0.85% | −70−0.1% | Reduced |
| ClariVest Asset Management LLC | 48,976 | $24.7M | 1.34% | −3,516−6.7% | Reduced |
| New Mexico Educational Retirement Board | 48,420 | $24.4M | 1.05% | +3,000+6.6% | Added |
| First National Trust Co | 48,400 | $24.4M | 1.16% | −747−1.5% | Reduced |
| Artisan Partners Limited Partnership | 48,309 | $24.4M | 0.04% | −269,748−84.8% | Reduced |
| Cloverfields Capital Group, LP | 47,929 | $24.2M | 10.88% | −183,858−79.3% | Reduced |
| Sawtooth Solutions, LLC | 47,902 | $24.2M | 0.78% | +1,373+3.0% | Added |
| Night Owl Capital Management, LLC | 47,729 | $24.1M | 6.03% | +440+0.9% | Added |
| Eisler Capital (UK) Ltd. | 47,452 | $23.9M | 1.05% | +31,702+201.3% | Added |
| Bridgeway Capital Management, LLC | 47,226 | $23.8M | 0.58% | −8,943−15.9% | Reduced |
| Bleakley Financial Group, LLC | 46,843 | $23.6M | 0.83% | +1,958+4.4% | Added |
| Burney Co | 46,708 | $23.5M | 1.10% | −553−1.2% | Reduced |
| Hemenway Trust Co LLC | 46,656 | $23.5M | 2.47% | +2,003+4.5% | Added |
| Bamco Inc | 46,042 | $23.2M | 0.07% | +1,986+4.5% | Added |
| Rhenman & Partners Asset Management AB | 46,000 | $23.2M | 2.50% | −14,000−23.3% | Reduced |
| Overbrook Management Corp | 45,908 | $23.1M | 5.39% | −2,671−5.5% | Reduced |
| Meitav Dash Investments Ltd | 44,653 | $23.0M | 0.37% | −76,653−63.2% | Reduced |
| Narwhal Capital Management | 44,973 | $22.7M | 2.77% | +864+2.0% | Added |
| Metis Global Partners, LLC | 44,934 | $22.7M | 1.09% | +6,270+16.2% | Added |
| Trust Co of Virginia | 44,891 | $22.6M | 2.50% | +28+0.1% | Added |
| Garrison Bradford & Associates Inc | 44,832 | $22.6M | 26.68% | −2,876−6.0% | Reduced |
| DuPont Capital Management Corp | 44,818 | $22.6M | 1.97% | −19,229−30.0% | Reduced |
| Callahan Advisors, LLC | 44,307 | $22.3M | 2.81% | +190.0% | Added |
| Earnest Partners LLC | 44,096 | $22.2M | 0.13% | −29−0.1% | Reduced |
| Aptus Capital Advisors, LLC | 43,950 | $22.2M | 0.65% | +2,608+6.3% | Added |
| EP Wealth Advisors, LLC | 43,809 | $22.1M | 0.34% | +35,865+451.5% | Added |
| Clifford Swan Investment Counsel LLC | 43,777 | $22.1M | 0.93% | +1,011+2.4% | Added |
| Spouting Rock Asset Management, LLC | 43,530 | $21.9M | 7.01% | +11,401+35.5% | Added |
| Diversified Trust Co | 43,454 | $21.9M | 0.83% | −851−1.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 43,329 | $21.8M | 0.77% | −427−1.0% | Reduced |
| Front Barnett Associates LLC | 43,292 | $21.8M | 2.62% | −785−1.8% | Reduced |
| Mill Capital Management, LLC | 43,011 | $21.7M | 2.12% | +58+0.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 42,928 | $21.6M | 0.10% | +14,352+50.2% | Added |
| Braun Stacey Associates Inc | 42,866 | $21.6M | 1.05% | −1,138−2.6% | Reduced |
| Private Capital Advisors, Inc. | 40,227 | $21.5M | 3.32% | −165−0.4% | Reduced |
| Novare Capital Management LLC | 42,543 | $21.4M | 2.42% | +1,014+2.4% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 42,489 | $21.4M | 3.46% | −4,740−10.0% | Reduced |
| Minneapolis Portfolio Management Group, LLC | 42,422 | $21.4M | 3.16% | −2,791−6.2% | Reduced |
| Freestone Capital Holdings, LLC | 42,365 | $21.4M | 1.13% | −1,627−3.7% | Reduced |
| First Eagle Investment Management, LLC | 42,149 | $21.3M | 0.06% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 42,004 | $21.2M | 1.07% | −569−1.3% | Reduced |
| Hancock Whitney Corp | 41,944 | $21.1M | 0.87% | −194−0.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 41,882 | $21.1M | 0.99% | +5,590+15.4% | Added |
| Raub Brock Capital Management LP | 41,828 | $21.1M | 4.19% | −1,400−3.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 41,787 | $21.1M | 0.81% | +890+2.2% | Added |
| Colonial Trust Advisors | 41,757 | $21.1M | 2.41% | +194+0.5% | Added |
| First American Bank | 41,738 | $21.0M | 1.90% | −607−1.4% | Reduced |
| Crossmark Global Holdings, Inc. | 39,808 | $20.9M | 0.47% | −157−0.4% | Reduced |
| Snowden Capital Advisors LLC | 41,088 | $20.7M | 0.88% | −13,262−24.4% | Reduced |
| D.A. Davidson & Co. | 41,076 | $20.7M | 0.22% | −969−2.3% | Reduced |
| Alps Advisors Inc | 40,915 | $20.6M | 0.17% | +21,526+111.0% | Added |
| Copeland Capital Management, LLC | 40,798 | $20.6M | 0.44% | −1,040−2.5% | Reduced |
| NewEdge Wealth, LLC | 40,750 | $20.5M | 0.65% | −139−0.3% | Reduced |
| Banque Cantonale Vaudoise | 40,681 | $20.5M | 1.02% | −2,639−6.1% | Reduced |
| Patten & Patten Inc | 40,475 | $20.4M | 1.79% | +4,555+12.7% | Added |
| Calamos Wealth Management LLC | 40,189 | $20.3M | 1.54% | +557+1.4% | Added |
| Pinnacle Associates Ltd | 40,173 | $20.3M | 0.38% | −818−2.0% | Reduced |
| King Luther Capital Management Corp | 40,143 | $20.2M | 0.11% | +8,981+28.8% | Added |
| CTC LLC | 40,116 | $20.2M | 0.91% | +39,408+5,566.1% | Added |
| Governors Lane LP | 39,951 | $20.1M | 3.88% | −38,600−49.1% | Reduced |
| Modera Wealth Management, LLC | 39,737 | $20.0M | 0.38% | +1,646+4.3% | Added |
| Pictet North America Advisors SA | 39,095 | $19.7M | 2.80% | −14,609−27.2% | Reduced |
| Advisors Asset Management, Inc. | 38,962 | $19.6M | 0.42% | −808−2.0% | Reduced |