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 |
|---|---|---|---|---|---|
| Procyon Private Wealth Partners, LLC | 20,801 | $10.5M | 1.07% | +6,211+42.6% | Added |
| Stratos Wealth Partners, LTD. | 20,666 | $10.4M | 0.22% | +711+3.6% | Added |
| Scholtz & Company, LLC | 20,650 | $10.4M | 6.87% | −631−3.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 20,543 | $10.4M | 0.56% | +536+2.7% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 20,512 | $10.3M | 0.54% | −51−0.2% | Reduced |
| Choate Investment Advisors | 20,487 | $10.3M | 0.40% | +6,796+49.6% | Added |
| Somerville Kurt F | 20,409 | $10.3M | 2.07% | +58+0.3% | Added |
| Sonora Investment Management Group, LLC | 20,381 | $10.3M | 0.88% | +431+2.2% | Added |
| High Note Wealth, LLC | 20,375 | $10.3M | 4.24% | +173+0.9% | Added |
| Picton Mahoney Asset Management | 20,340 | $10.3M | 0.47% | +150+0.7% | Added |
| Compagnie Lombard Odier SCmA | 20,309 | $10.2M | 0.24% | +1,173+6.1% | Added |
| Greenwich Wealth Management LLC | 20,225 | $10.2M | 1.08% | +30.0% | Added |
| Atlantic Union Bankshares Corp | 20,193 | $10.2M | 1.04% | −917−4.3% | Reduced |
| West Coast Financial LLC | 20,175 | $10.2M | 1.52% | +7,913+64.5% | Added |
| Meeder Asset Management Inc | 20,171 | $10.2M | 0.80% | −25,455−55.8% | Reduced |
| Strong Tower Advisory Services | 20,122 | $10.1M | 5.07% | +84+0.4% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $10.1M | 6.61% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 19,982 | $10.1M | 1.96% | +1,771+9.7% | Added |
| Caldwell Trust Co | 20,102 | $10.1M | 1.38% | −151−0.7% | Reduced |
| Ostrum Asset Management | 20,046 | $10.1M | 0.94% | +2,091+11.6% | Added |
| Venture Visionary Partners LLC | 20,027 | $10.1M | 0.61% | +123+0.6% | Added |
| Primecap Management Co | 20,014 | $10.1M | 0.01% | +930+4.9% | Added |
| WESPAC Advisors SoCal, LLC | 19,988 | $10.1M | 3.41% | −25−0.1% | Reduced |
| RiverFront Investment Group, LLC | 19,824 | $10.0M | 0.35% | +1,152+6.2% | Added |
| SYSTM Wealth Solutions LLC | 19,795 | $9.98M | 1.53% | −2,980−13.1% | Reduced |
| Pallas Capital Advisors LLC | 18,813 | $9.97M | 0.61% | +3,292+21.2% | Added |
| Signaturefd, LLC | 19,755 | $9.96M | 0.26% | −629−3.1% | Reduced |
| Jones Financial Companies LLLP | 19,752 | $9.96M | 0.02% | +736+3.9% | Added |
| Advanced Asset Management Advisors Inc | 19,740 | $9.95M | 2.38% | 00.0% | Unchanged |
| CX Institutional | 19,706 | $9.94M | 0.55% | −2,844−12.6% | Reduced |
| Great Waters Wealth Management | 18,930 | $9.93M | 1.97% | −80−0.4% | Reduced |
| Summit Financial, LLC | 19,679 | $9.92M | 0.73% | +2,013+11.4% | Added |
| Group One Trading, L.P. | 19,662 | $9.91M | 0.39% | +11,035+127.9% | Added |
| TCTC Holdings, LLC | 19,652 | $9.91M | 0.38% | +157+0.8% | Added |
| Central Bank & Trust Co | 19,540 | $9.85M | 1.71% | −29−0.1% | Reduced |
| Hudson Valley Investment Advisors Inc | 19,537 | $9.85M | 1.39% | −1,696−8.0% | Reduced |
| Executive Wealth Management, LLC | 19,485 | $9.82M | 1.02% | +992+5.4% | Added |
| KCM Investment Advisors LLC | 19,387 | $9.77M | 0.42% | +67+0.3% | Added |
| Evoke Wealth, LLC | 19,386 | $9.77M | 0.34% | +175+0.9% | Added |
| Toth Financial Advisory Corp | 19,382 | $9.77M | 1.49% | +241+1.3% | Added |
| Evexia Wealth LLC | 18,406 | $9.76M | 4.94% | +1,064+6.1% | Added |
| Telemus Capital, LLC | 19,338 | $9.75M | 0.90% | +491+2.6% | Added |
| Woodmont Investment Counsel LLC | 19,161 | $9.66M | 1.02% | +1,036+5.7% | Added |
| Moody National Bank Trust Division | 19,151 | $9.66M | 0.62% | +1,897+11.0% | Added |
| Elk River Wealth Management, LLC | 19,109 | $9.63M | 2.13% | −38−0.2% | Reduced |
| Ascent Wealth Partners, LLC | 19,100 | $9.63M | 1.77% | −193−1.0% | Reduced |
| Guardian Capital Advisors LP | 18,299 | $9.59M | 1.07% | −301−1.6% | Reduced |
| Matrix Asset Advisors Inc | 18,973 | $9.57M | 1.36% | +11,915+168.8% | Added |
| Wright Investors Service Inc | 18,835 | $9.50M | 2.75% | +12+0.1% | Added |
| Motco | 18,703 | $9.43M | 0.64% | −534−2.8% | Reduced |
| Profund Advisors LLC | 18,666 | $9.41M | 0.52% | −374−2.0% | Reduced |
| Estabrook Capital Management | 18,628 | $9.39M | 1.65% | −126−0.7% | Reduced |
| Morse Asset Management, Inc | 18,532 | $9.34M | 2.96% | +757+4.3% | Added |
| Forbes J M & Co LLP | 18,484 | $9.32M | 1.21% | +240+1.3% | Added |
| Ballentine Partners, LLC | 18,354 | $9.25M | 0.22% | +1,139+6.6% | Added |
| Lincoln Capital Corp | 18,315 | $9.23M | 4.97% | −960−5.0% | Reduced |
| Mutual Advisors, LLC | 18,302 | $9.23M | 0.36% | +1,461+8.7% | Added |
| First Hawaiian Bank | 18,218 | $9.19M | 0.31% | +257+1.4% | Added |
| Citizens National Bank Trust Department | 18,084 | $9.12M | 2.50% | −89−0.5% | Reduced |
| Castleark Management LLC | 18,080 | $9.12M | 0.46% | −21,830−54.7% | Reduced |
| Broderick Brian C | 17,894 | $9.02M | 2.49% | +1,614+9.9% | Added |
| Schnieders Capital Management LLC | 17,893 | $9.02M | 2.02% | +180+1.0% | Added |
| Sequoia Financial Advisors, LLC | 17,731 | $8.94M | 0.16% | +3,233+22.3% | Added |
| Cyndeo Wealth Partners, LLC | 17,703 | $8.93M | 0.93% | −316−1.8% | Reduced |
| FDx Advisors, Inc. | 17,657 | $8.90M | 0.74% | −23,515−57.1% | Reduced |
| Moneta Group Investment Advisors LLC | 17,631 | $8.89M | 0.20% | +685+4.0% | Added |
| Farmers & Merchants Trust Co of Long Beach | 17,629 | $8.89M | 2.62% | −117−0.7% | Reduced |
| Consolidated Investment Group LLC | 17,600 | $8.87M | 1.72% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 16,418 | $8.86M | 0.54% | −54−0.3% | Reduced |
| Richard Bernstein Advisors LLC | 17,505 | $8.83M | 0.20% | −2,385−12.0% | Reduced |
| Stokes Capital Advisors, LLC | 17,464 | $8.81M | 3.07% | +314+1.8% | Added |
| Fragasso Group Inc. | 17,435 | $8.79M | 0.92% | +71+0.4% | Added |
| Wedge Capital Management L L P | 17,395 | $8.77M | 0.17% | −1,175−6.3% | Reduced |
| Ossiam | 17,367 | $8.76M | 0.15% | −258,368−93.7% | Reduced |
| Mattern Capital Management, LLC | 17,347 | $8.75M | 1.41% | +1,175+7.3% | Added |
| Burt Wealth Advisors | 17,334 | $8.74M | 2.68% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 17,259 | $8.70M | 1.01% | −66−0.4% | Reduced |
| Security National Bank | 17,043 | $8.69M | 2.44% | −296−1.7% | Reduced |
| Davis-Rea Ltd. | 17,215 | $8.68M | 4.71% | +4,921+40.0% | Added |
| American Trust | 17,198 | $8.67M | 0.67% | −1,497−8.0% | Reduced |
| Avitas Wealth Management LLC | 17,191 | $8.67M | 1.65% | −378−2.2% | Reduced |
| Kesler, Norman & Wride, LLC | 17,135 | $8.64M | 2.17% | −320−1.8% | Reduced |
| Boston Financial Mangement LLC | 17,116 | $8.63M | 0.32% | −164−0.9% | Reduced |
| Stonegate Investment Group, LLC | 17,102 | $8.62M | 0.31% | −204−1.2% | Reduced |
| Synergy Financial Management, LLC | 17,077 | $8.61M | 1.71% | +1,844+12.1% | Added |
| Kovitz Investment Group Partners, LLC | 17,028 | $8.59M | 0.15% | +141+0.8% | Added |
| Chronos Wealth Management, LLC | 17,019 | $8.58M | 6.01% | +129+0.8% | Added |
| Sectoral Asset Management Inc | 16,925 | $8.53M | 1.66% | −6,000−26.2% | Reduced |
| Key Bridge Compliance, LLC | 16,923 | $8.53M | 2.67% | +16,923 | New |
| Balentine LLC | 16,887 | $8.51M | 0.28% | +421+2.6% | Added |
| Walleye Trading LLC | 16,870 | $8.51M | 0.20% | +16,684+8,969.9% | Added |
| Evergreen Capital Management LLC | 16,786 | $8.46M | 0.37% | +519+3.2% | Added |
| Anchor Investment Management, LLC | 16,706 | $8.42M | 1.10% | +916+5.8% | Added |
| Capital International Sarl | 16,696 | $8.42M | 0.39% | −8,585−34.0% | Reduced |
| Mitchell Capital Management Co | 16,662 | $8.40M | 1.99% | +52+0.3% | Added |
| Stolper Co | 16,660 | $8.40M | 3.64% | +33+0.2% | Added |
| Tradition Wealth Management, LLC | 16,641 | $8.39M | 1.00% | +378+2.3% | Added |
| Verdence Capital Advisors LLC | 16,599 | $8.37M | 0.91% | +2,340+16.4% | Added |
| Oxbow Advisors, LLC | 16,580 | $8.36M | 1.32% | +785+5.0% | Added |
| Thoroughbred Financial Services, LLC | 16,517 | $8.33M | 0.82% | +5,838+54.7% | Added |