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 |
|---|---|---|---|---|---|
| Covea Finance | 38,900 | $19.6M | 1.10% | +29,800+327.5% | Added |
| Punch & Associates Investment Management, Inc. | 38,821 | $19.6M | 1.25% | −60−0.2% | Reduced |
| WS Portfolio Advisory, LLC | 38,759 | $19.5M | 4.45% | −17,665−31.3% | Reduced |
| Madison Asset Management, LLC | 38,722 | $19.5M | 0.29% | +2,250+6.2% | Added |
| Metropolitan Life Insurance Co | 38,326 | $19.3M | 1.00% | −2,249−5.5% | Reduced |
| Stewart & Patten Co LLC | 37,988 | $19.2M | 3.33% | +37+0.1% | Added |
| Sawgrass Asset Management LLC | 37,986 | $19.2M | 2.33% | +2,978+8.5% | Added |
| HB Wealth Management, LLC | 37,953 | $19.1M | 0.31% | +1,701+4.7% | Added |
| JLB & Associates Inc | 37,504 | $18.9M | 2.96% | −1,920−4.9% | Reduced |
| Hendershot Investments Inc. | 37,131 | $18.7M | 3.14% | +393+1.1% | Added |
| Marco Investment Management LLC | 37,023 | $18.7M | 2.15% | +80+0.2% | Added |
| Eagle Global Advisors LLC | 36,896 | $18.6M | 1.21% | −65−0.2% | Reduced |
| North Point Portfolio Managers Corp | 36,874 | $18.6M | 3.80% | −254−0.7% | Reduced |
| Core Alternative Capital | 36,759 | $18.5M | 2.86% | −228−0.6% | Reduced |
| Park Avenue Securities LLC | 36,597 | $18.5M | 0.29% | −1,652−4.3% | Reduced |
| Albion Financial Group | 36,471 | $18.4M | 1.70% | −498−1.3% | Reduced |
| Cetera Advisors LLC | 36,230 | $18.3M | 0.29% | +4,063+12.6% | Added |
| Dorsey & Whitney Trust CO LLC | 36,091 | $18.2M | 1.59% | +804+2.3% | Added |
| LMCG Investments, LLC | 36,084 | $18.2M | 1.23% | −784−2.1% | Reduced |
| Stillwater Capital Advisors, LLC | 36,016 | $18.2M | 3.30% | −37−0.1% | Reduced |
| Wealth Advisory Solutions, LLC | 35,168 | $18.1M | 3.55% | +17,543+99.5% | Added |
| Lockheed Martin Investment Management Co | 36,850 | $18.1M | 1.39% | −4,810−11.5% | Reduced |
| Boston Private Wealth LLC | 35,782 | $18.0M | 0.40% | −2,155−5.7% | Reduced |
| Baader Bank INC | 35,750 | $18.0M | 1.64% | −2,122−5.6% | Reduced |
| Manning & Napier Group, LLC | 35,661 | $18.0M | 0.22% | −296−0.8% | Reduced |
| PGGM Investments | 35,266 | $17.8M | 0.31% | −5,648−13.8% | Reduced |
| Annex Advisory Services, LLC | 35,183 | $17.7M | 1.07% | +3,532+11.2% | Added |
| Transform Wealth, LLC | 35,150 | $17.7M | 1.87% | −7,490−17.6% | Reduced |
| WSFS Capital Management, LLC | 35,087 | $17.7M | 1.16% | +5,392+18.2% | Added |
| FineMark National Bank & Trust | 35,044 | $17.7M | 0.77% | −1,100−3.0% | Reduced |
| YHB Investment Advisors, Inc. | 35,014 | $17.7M | 1.63% | +19+0.1% | Added |
| TruWealth Advisors, LLC | 35,004 | $17.6M | 1.52% | +859+2.5% | Added |
| JS Capital Management LLC | 35,000 | $17.6M | 2.41% | +25,000+250.0% | Added |
| Beacon Investment Advisory Services, Inc. | 34,826 | $17.6M | 0.86% | +358+1.0% | Added |
| Makena Capital Management LLC | 34,788 | $17.5M | 3.75% | +2,468+7.6% | Added |
| Wallington Asset Management, LLC | 34,769 | $17.5M | 3.19% | +185+0.5% | Added |
| Kempen Capital Management N.V. | 34,753 | $17.5M | 0.32% | +12,103+53.4% | Added |
| Appleton Partners Inc | 34,677 | $17.5M | 1.55% | +1,377+4.1% | Added |
| Harbor Investment Advisory, LLC | 34,631 | $17.5M | 2.29% | −1,131−3.2% | Reduced |
| Azimuth Capital Investment Management LLC | 34,531 | $17.4M | 0.86% | −9,980−22.4% | Reduced |
| Bragg Financial Advisors, Inc | 34,510 | $17.4M | 0.92% | −338−1.0% | Reduced |
| Quantinno Capital Management LP | 34,481 | $17.4M | 0.79% | +7,912+29.8% | Added |
| Salem Investment Counselors Inc | 34,374 | $17.3M | 0.66% | +3,152+10.1% | Added |
| Great Valley Advisor Group, Inc. | 34,297 | $17.3M | 0.72% | +1,884+5.8% | Added |
| Anchor Capital Advisors LLC | 34,218 | $17.3M | 0.48% | −890−2.5% | Reduced |
| Washington Trust Bank | 34,007 | $17.1M | 1.79% | −191−0.6% | Reduced |
| Violich Capital Management, Inc. | 33,895 | $17.1M | 2.92% | −1,845−5.2% | Reduced |
| Edgar Lomax Co | 33,883 | $17.1M | 1.16% | −610−1.8% | Reduced |
| Parallel Advisors, LLC | 33,838 | $17.1M | 0.57% | +1,582+4.9% | Added |
| Credit Agricole S A | 33,754 | $17.0M | 0.52% | +18,388+119.7% | Added |
| Oak Ridge Investments LLC | 33,492 | $16.9M | 2.15% | +936+2.9% | Added |
| Kestra Private Wealth Services, LLC | 33,213 | $16.7M | 0.53% | +3,884+13.2% | Added |
| Adell Harriman & Carpenter Inc | 33,062 | $16.7M | 1.73% | −692−2.1% | Reduced |
| LSV Asset Management | 33,000 | $16.6M | 0.04% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 32,981 | $16.6M | 1.30% | −441−1.3% | Reduced |
| Shelton Capital Management | 32,917 | $16.6M | 0.61% | 00.0% | Unchanged |
| Argent Trust Co | 32,882 | $16.6M | 0.91% | +26+0.1% | Added |
| Granite Investment Partners, LLC | 32,828 | $16.6M | 0.69% | −4,947−13.1% | Reduced |
| Fidelity National Financial, Inc. | 32,440 | $16.4M | 0.45% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 32,385 | $16.3M | 0.34% | −650−2.0% | Reduced |
| Cim, LLC | 32,363 | $16.3M | 3.11% | +530+1.7% | Added |
| Empirical Finance, LLC | 32,342 | $16.3M | 1.20% | +2,962+10.1% | Added |
| Ashton Thomas Private Wealth, LLC | 32,336 | $16.3M | 1.19% | +2,413+8.1% | Added |
| Terry L. Blaker | 32,325 | $16.3M | 1.45% | +916+2.9% | Added |
| Avantax Advisory Services, Inc. | 32,290 | $16.3M | 0.18% | −74−0.2% | Reduced |
| Neville Rodie & Shaw Inc | 32,171 | $16.2M | 1.45% | +199+0.6% | Added |
| Exchange Traded Concepts, LLC | 32,113 | $16.2M | 0.46% | +31,961+21,027.0% | Added |
| Carlson Capital Management | 32,110 | $16.2M | 0.96% | +819+2.6% | Added |
| 11 Capital Partners LP | 31,747 | $16.0M | 8.86% | −4,339−12.0% | Reduced |
| Petredis Investment Advisors LLC | 31,684 | $16.0M | 2.27% | +119+0.4% | Added |
| Independent Advisor Alliance | 31,628 | $15.9M | 0.72% | −2,854−8.3% | Reduced |
| CCM Investment Advisers LLC | 31,520 | $15.9M | 2.19% | +954+3.1% | Added |
| Gluskin Sheff & Assoc Inc | 31,439 | $15.9M | 1.21% | −4,271−12.0% | Reduced |
| Tower Bridge Advisors | 31,357 | $15.8M | 1.46% | +10,784+52.4% | Added |
| Asahi Life Asset Management Co., Ltd. | 31,266 | $15.8M | 5.43% | −684−2.1% | Reduced |
| Cardinal Capital Management, Inc. | 31,254 | $15.8M | 0.82% | −160−0.5% | Reduced |
| Robeco Schweiz AG | 31,157 | $15.7M | 0.27% | −890−2.8% | Reduced |
| Guyasuta Investment Advisors Inc | 31,107 | $15.7M | 1.21% | +2,013+6.9% | Added |
| Arnhold LLC | 31,076 | $15.7M | 1.87% | −35−0.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 30,892 | $15.6M | 0.60% | +2,147+7.5% | Added |
| united american securities inc. (d/b/a uas asset management) | 30,859 | $15.6M | 4.76% | −10,655−25.7% | Reduced |
| Foyston, Gordon, & Payne Inc | 30,859 | $15.6M | 4.24% | +1,420+4.8% | Added |
| Siemens Fonds Invest GmbH | 30,774 | $15.5M | 1.57% | −1,628−5.0% | Reduced |
| Tower Research Capital LLC (TRC) | 30,569 | $15.4M | 0.48% | +8,310+37.3% | Added |
| Citizens Financial Group Inc | 30,512 | $15.4M | 0.63% | −8,477−21.7% | Reduced |
| Lowe Brockenbrough & Co Inc | 30,432 | $15.3M | 1.19% | −272−0.9% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 30,392 | $15.3M | 0.49% | +1,992+7.0% | Added |
| German American Bancorp, Inc. | 30,247 | $15.3M | 2.22% | +546+1.8% | Added |
| Level Four Advisory Services, LLC | 30,218 | $15.2M | 0.98% | +622+2.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 30,176 | $15.2M | 9.77% | −455−1.5% | Reduced |
| GAM Holding AG | 29,860 | $15.1M | 1.11% | +60.0% | Added |
| Haverford Financial Services, Inc. | 29,836 | $15.0M | 4.85% | −68−0.2% | Reduced |
| Amica Mutual Insurance Co | 29,756 | $15.0M | 1.77% | 00.0% | Unchanged |
| LGT Group Foundation | 29,111 | $15.0M | 0.37% | +290+1.0% | Added |
| Resources Investment Advisors, LLC. | 29,708 | $15.0M | 0.32% | +2,760+10.2% | Added |
| Middleton & Co Inc | 29,513 | $14.9M | 2.06% | +378+1.3% | Added |
| Cape Cod Five Cents Savings Bank | 29,460 | $14.9M | 0.81% | +14,837+101.5% | Added |
| SG Americas Securities, LLC | 29,422 | $14.8M | 0.20% | −2,017−6.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 29,237 | $14.7M | 0.40% | −132−0.4% | Reduced |
| Citadel Advisors LLC | 29,201 | $14.7M | 0.02% | −14,351−33.0% | Reduced |