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 |
|---|---|---|---|---|---|
| Meiji Yasuda Life Insurance Co | 29,051 | $14.6M | 0.39% | +7,385+34.1% | Added |
| Girard Partners Ltd. | 28,845 | $14.5M | 1.64% | −2,039−6.6% | Reduced |
| Polaris Wealth Advisory Group, LLC | 28,601 | $14.4M | 1.10% | −563−1.9% | Reduced |
| King Wealth | 28,480 | $14.4M | 3.03% | −521−1.8% | Reduced |
| Jefferies Financial Group Inc. | 28,446 | $14.3M | 0.36% | +5,871+26.0% | Added |
| Allworth Financial LP | 28,283 | $14.3M | 0.12% | +856+3.1% | Added |
| Jupiter Asset Management Ltd | 28,265 | $14.3M | 0.16% | −37,048−56.7% | Reduced |
| Schmidt P J Investment Management Inc | 26,674 | $14.2M | 3.04% | +51+0.2% | Added |
| Segment Wealth Management, LLC | 28,095 | $14.2M | 1.44% | +1,270+4.7% | Added |
| Nicola Wealth Management Ltd. | 27,900 | $14.1M | 1.52% | −2,500−8.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 27,708 | $14.0M | 1.53% | −1,250−4.3% | Reduced |
| Moran Wealth Management, LLC | 27,707 | $14.0M | 0.54% | −21,781−44.0% | Reduced |
| Cohen Klingenstein LLC | 27,700 | $14.0M | 0.63% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 27,647 | $13.9M | 1.13% | −678−2.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 27,314 | $13.8M | 0.20% | +753+2.8% | Added |
| Suvretta Capital Management, LLC | 27,223 | $13.7M | 0.74% | +14,400+112.3% | Added |
| Graham Capital Management, L.P. | 27,174 | $13.7M | 0.41% | −19,192−41.4% | Reduced |
| James Investment Research Inc | 27,118 | $13.7M | 1.80% | −2,094−7.2% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 26,979 | $13.6M | 0.47% | +126+0.5% | Added |
| Torray LLC | 26,823 | $13.5M | 2.39% | −50−0.2% | Reduced |
| Marks Group Wealth Management, Inc | 26,805 | $13.5M | 1.67% | +445+1.7% | Added |
| Axxcess Wealth Management, LLC | 26,760 | $13.5M | 0.46% | +6,274+30.6% | Added |
| Wetherby Asset Management Inc | 26,623 | $13.4M | 0.76% | −2,704−9.2% | Reduced |
| Empowered Funds, LLC | 26,621 | $13.4M | 0.40% | +9,953+59.7% | Added |
| Motley Fool Asset Management LLC | 26,314 | $13.3M | 1.07% | +2,435+10.2% | Added |
| Prospera Financial Services Inc | 26,119 | $13.2M | 0.51% | −1,002−3.7% | Reduced |
| Roundview Capital LLC | 26,014 | $13.1M | 1.32% | +985+3.9% | Added |
| Curi Capital | 25,984 | $13.1M | 2.01% | −1,926−6.9% | Reduced |
| Highlander Capital Management, LLC | 25,840 | $13.0M | 5.13% | 00.0% | Unchanged |
| Bridgecreek Investment Management, LLC | 25,848 | $13.0M | 2.66% | −1,227−4.5% | Reduced |
| Summit Global Investments | 25,801 | $13.0M | 0.87% | −14,183−35.5% | Reduced |
| Trillium Asset Management, LLC | 25,744 | $13.0M | 0.39% | +170+0.7% | Added |
| Heritage Trust Co | 25,516 | $12.9M | 2.01% | +272+1.1% | Added |
| Venturi Wealth Management, LLC | 25,471 | $12.8M | 1.01% | +1,982+8.4% | Added |
| Wedbush Securities Inc | 25,371 | $12.8M | 0.64% | +212+0.8% | Added |
| Horizon Investments, LLC | 25,328 | $12.8M | 0.39% | −36−0.1% | Reduced |
| Tocqueville Asset Management L.P. | 25,312 | $12.8M | 0.24% | +159+0.6% | Added |
| Buckingham Capital Management, Inc. | 25,277 | $12.7M | 1.94% | +361+1.4% | Added |
| Comerica Securities,inc. | 25,258 | $12.7M | 1.06% | −577−2.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 25,215 | $12.7M | 1.73% | +5,427+27.4% | Added |
| Quest Investment Management LLC | 25,173 | $12.7M | 1.79% | −662−2.6% | Reduced |
| Leuthold Group, LLC | 25,081 | $12.6M | 1.77% | +725+3.0% | Added |
| Bright Rock Capital Management, LLC | 25,000 | $12.6M | 3.08% | 00.0% | Unchanged |
| Payden & Rygel | 24,780 | $12.5M | 0.98% | −37,050−59.9% | Reduced |
| Payden & Rygel Investment Group | 24,780 | $12.5M | 0.98% | +24,780 | New |
| Muhlenkamp & Co Inc | 24,738 | $12.5M | 4.30% | +80.0% | Added |
| Glenview Trust Co | 24,619 | $12.4M | 0.34% | +1,085+4.6% | Added |
| Trust Co of Vermont | 24,611 | $12.4M | 0.84% | +4,363+21.5% | Added |
| Grimes & Company, Inc. | 24,555 | $12.4M | 0.48% | −74−0.3% | Reduced |
| Cullinan Associates Inc | 24,555 | $12.4M | 0.72% | −1,465−5.6% | Reduced |
| Greenleaf Trust | 24,454 | $12.3M | 0.14% | +631+2.6% | Added |
| Foundations Investment Advisors, LLC | 24,439 | $12.3M | 0.38% | +4,409+22.0% | Added |
| Pioneer Trust Bank N A | 24,405 | $12.3M | 4.08% | −2,245−8.4% | Reduced |
| Abner Herrman & Brock LLC | 24,359 | $12.3M | 1.88% | +210+0.9% | Added |
| Addenda Capital Inc. | 24,161 | $12.2M | 0.53% | +1,245+5.4% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 24,026 | $12.1M | 1.41% | +297+1.3% | Added |
| EFG Asset Management (Americas) Corp. | 24,000 | $12.1M | 2.90% | −338−1.4% | Reduced |
| Advisory Services Network, LLC | 23,917 | $12.1M | 0.32% | +1,453+6.5% | Added |
| Twin Capital Management Inc | 23,898 | $12.0M | 1.73% | −1,804−7.0% | Reduced |
| Chiron Investment Management, LLC | 23,874 | $12.0M | 5.09% | +23,874 | New |
| Ascent Group, LLC | 22,300 | $12.0M | 1.33% | +3,223+16.9% | Added |
| Stonebridge Capital Advisors LLC | 23,760 | $12.0M | 1.32% | +1,055+4.6% | Added |
| Smithbridge Asset Management Inc | 23,522 | $11.9M | 2.94% | −707−2.9% | Reduced |
| Hyperion Capital Advisors LP | 23,466 | $11.8M | 6.49% | +200+0.9% | Added |
| Brookstone Capital Management | 22,210 | $11.8M | 0.26% | +6,070+37.6% | Added |
| Live Oak Private Wealth LLC | 23,212 | $11.7M | 2.49% | +179+0.8% | Added |
| Litman Gregory Asset Management LLC | 23,166 | $11.7M | 1.21% | +23,166 | New |
| First National Bank of Omaha | 22,908 | $11.5M | 0.75% | −1,327−5.5% | Reduced |
| AIA Group Ltd | 22,817 | $11.5M | 0.56% | +7,711+51.0% | Added |
| Howe & Rusling Inc | 22,686 | $11.4M | 1.35% | −6,427−22.1% | Reduced |
| Logan Capital Management Inc | 22,678 | $11.4M | 0.58% | −1,099−4.6% | Reduced |
| Meridian Wealth Management, LLC | 22,474 | $11.3M | 0.69% | −1,362−5.7% | Reduced |
| First Citizens Bank & Trust Co | 22,465 | $11.3M | 0.22% | −1,329−5.6% | Reduced |
| Leavell Investment Management, Inc. | 22,373 | $11.3M | 0.79% | +157+0.7% | Added |
| Ameritas Investment Partners, Inc. | 22,302 | $11.2M | 0.45% | −1,663−6.9% | Reduced |
| Dakota Wealth Management | 22,268 | $11.2M | 0.50% | +1,446+6.9% | Added |
| TD Private Client Wealth LLC | 22,146 | $11.2M | 0.48% | +303+1.4% | Added |
| Northern Oak Wealth Management Inc | 22,028 | $11.1M | 1.38% | −1,375−5.9% | Reduced |
| Phoenix Holdings Ltd. | 21,965 | $11.1M | 0.21% | +3,322+17.8% | Added |
| Advisory Research Inc | 21,958 | $11.1M | 1.54% | −912−4.0% | Reduced |
| Apollon Wealth Management, LLC | 21,928 | $11.1M | 0.56% | −859−3.8% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 21,909 | $11.0M | 2.35% | +1,228+5.9% | Added |
| McRae Capital Management Inc | 21,812 | $11.0M | 3.26% | +13,067+149.4% | Added |
| Covington Investment Advisors Inc. | 21,777 | $11.0M | 2.25% | +690+3.3% | Added |
| Toroso Investments, LLC | 21,758 | $11.0M | 0.33% | +5,252+31.8% | Added |
| Tradewinds, LLC. | 21,624 | $10.9M | 6.40% | −72−0.3% | Reduced |
| WoodTrust Financial Corp | 21,609 | $10.9M | 2.08% | +59+0.3% | Added |
| Dividend Assets Capital, LLC | 21,610 | $10.9M | 2.26% | +3,652+20.3% | Added |
| Capital Fund Management S.A. | 21,483 | $10.8M | 0.15% | −94,387−81.5% | Reduced |
| Mission Wealth Management, LP | 21,331 | $10.8M | 0.41% | −979−4.4% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 21,260 | $10.7M | 0.70% | −25,199−54.2% | Reduced |
| Van Hulzen Asset Management, LLC | 21,247 | $10.7M | 0.82% | +13,914+189.7% | Added |
| Coldstream Capital Management Inc | 21,126 | $10.7M | 0.35% | −250−1.2% | Reduced |
| Berger Financial Group, Inc | 21,106 | $10.6M | 1.22% | −80.0% | Reduced |
| Equitable Holdings, Inc. | 21,086 | $10.6M | 0.15% | +1,794+9.3% | Added |
| Hilton Capital Management, LLC | 21,049 | $10.6M | 1.41% | −7,442−26.1% | Reduced |
| Princeton Global Asset Management LLC | 21,020 | $10.6M | 3.01% | +1,145+5.8% | Added |
| American National Bank | 20,979 | $10.6M | 1.80% | +487+2.4% | Added |
| St Germain D J Co Inc | 20,911 | $10.5M | 0.59% | −78−0.4% | Reduced |
| NBT Bank N A | 20,911 | $10.5M | 1.01% | +10,217+95.5% | Added |