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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.

Q4 2023 vs. Q3 2023

How the institutions holding UnitedHealth Group Inc changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of UNH: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders3,144563,421+333
Shares808.3M1.43M813.1M+6.25M (+0.8%)
Value$407.5B$723.2M$428.0B+$21.2B (+5.2%)

56 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (421)

Institutions that held UnitedHealth Group Inc at the end of Q4 2023 but not at the end of Q3 2023.

Showing the largest 100 of 421 by value.

Institutions new to UNH in Q4 2023
InstitutionSharesValue% of portfolio
Unisphere Establishment429,000$225.9M2.34%
CapitalatWork S.A.342,502$180.3M6.53%
Janney Montgomery Scott LLC329,961$173.7M0.56%
Crake Asset Management LLP284,912$150.0M14.30%
Degroof Petercam Asset Management261,940$137.9M1.81%
JPB Foundation241,755$127.3M13.64%
APG Asset Management US Inc.217,199$114.3M0.70%
Employees Retirement System of Texas194,367$102.3M1.20%
Groupama Asset Managment189,728$99.9M2.60%
Mondrian Investment Partners LTD188,420$99.2M1.57%
Actiam N.V.192,969$98.4M4.08%
Sapient Capital LLC182,022$95.8M2.47%
Renaissance Technologies LLC155,826$82.0M0.13%
Pathstone Holdings, LLC133,498$70.8M0.38%
Colony Group, LLC121,193$63.8M0.84%
Alyeska Investment Group, L.P.100,000$52.6M0.35%
AMF Pensionsforsakring AB92,476$48.7M0.42%
Focus Financial Network Inc78,830$41.5M1.56%
National Philanthropic Trust76,284$40.2M1.06%
Sanibel Captiva Trust Company, Inc.67,720$35.7M1.31%
Quantitative Investment Management, LLC59,092$31.1M1.79%
Generate Investment Management Ltd55,725$29.3M2.54%
Capitolis Liquid Global Markets LLC51,000$26.8M1.10%
Smith Group Asset Management, LLC48,015$25.3M1.47%
Point72 Middle East FZE43,627$23.0M1.59%
Aware Super Pty Ltd as trustee of Aware Super66,542$22.0M0.30%
Susquehanna Portfolio Strategies, LLC41,498$21.8M0.39%
First Financial Bankshares Inc40,194$21.2M0.51%
Vinva Investment Management Ltd32,283$16.9M1.18%
Barlow Wealth Partners, Inc.31,616$16.6M2.37%
Bornite Capital Management LP30,000$15.8M3.70%
Nomura Holdings Inc28,706$15.1M0.14%
BlackBarn Capital Partners LP26,300$13.8M9.14%
Napean Trading & Investment Co (Singapore) PTE Ltd26,234$13.8M3.73%
FJ Investments, LLC24,024$12.6M0.60%
Aquatic Capital Management LLC23,520$12.4M0.32%
ING Groep NV23,309$12.3M0.10%
Formuepleje A/S23,126$12.2M0.86%
Janney Capital Management LLC22,073$11.6M0.78%
L1 Capital International Pty Ltd20,890$11.0M5.77%
Principal Securities, Inc.20,051$10.6M0.39%
HighPoint Advisor Group LLC21,375$10.4M0.75%
HealthInvest Partners AB18,408$9.69M7.59%
Fulcrum Capital LLC16,697$8.79M2.27%
FORA Capital, LLC16,278$8.57M0.74%
Concurrent Investment Advisors, LLC13,466$7.09M0.34%
Tritonpoint Wealth, LLC13,384$7.05M0.69%
Spectrum Wealth Counsel, LLC13,327$7.02M0.97%
Sierra Summit Advisors LLC13,244$6.97M2.03%
Hamilton Capital Partners Inc.12,991$6.84M1.37%
Greenwood Capital Associates LLC12,932$6.81M0.88%
AlTi Global, Inc.12,643$6.66M0.20%
Gunderson Capital Management Inc.12,532$6.60M3.77%
Round Rock Advisors, LLC11,914$6.27M1.58%
Icon Wealth Advisors, LLC11,764$6.19M0.64%
Rockline Wealth Management, LLC11,062$5.82M2.42%
DLK Investment Management, LLC10,696$5.63M2.56%
Kames Capital plc10,651$5.61M0.09%
Biondo Investment Advisors, LLC10,349$5.45M0.93%
FreeGulliver LLC10,000$5.26M6.99%
Enterprise Bank & Trust Co9,301$4.90M1.74%
Harbour Trust & Investment Management Co9,078$4.78M0.67%
GLOBALT Investments LLC8,750$4.61M0.19%
Vista Investment Partners LLC8,587$4.52M1.66%
Knollwood Investment Advisory, LLC8,495$4.47M0.93%
NWK Group, Inc.8,428$4.44M2.28%
Portfolio Design Labs, LLC8,402$4.42M1.68%
Turtle Creek Wealth Advisors, LLC8,398$4.42M1.30%
Virtu Financial LLC8,344$4.39M0.35%
Gsa Capital Partners LLP8,163$4.30M0.36%
Alaska Permanent Fund Corp8,058$4.24M0.07%
Zega Financial, LLC7,903$4.16M1.73%
Morton Community Bank7,663$4.03M1.32%
Resolute Capital Asset Partners LLC7,500$3.95M2.57%
Brevan Howard Capital Management LP7,442$3.92M0.39%
Bey-Douglas LLC7,161$3.77M3.87%
Mirabaud & Cie SA7,121$3.75M1.25%
Dynamic Technology Lab Private Ltd7,071$3.72M0.39%
Accent Capital Management, LLC7,017$3.69M2.92%
Secured Retirement Advisors, LLC6,803$3.58M3.44%
Skopos Labs, Inc.6,666$3.51M1.67%
Cetera Trust Company, N.A6,595$3.47M2.16%
TrueMark Investments, LLC6,263$3.30M3.28%
Harmony Asset Management LLC6,183$3.26M1.38%
Capital Investment Counsel, LLC6,035$3.18M1.20%
Catalytic Wealth RIA, LLC6,019$3.17M1.43%
Premier Path Wealth Partners, LLC5,935$3.10M0.69%
First Trust Investment Solutions L.P.5,810$3.06M0.64%
ROI Financial Advisors, LLC5,564$2.93M2.42%
Marex Group plc5,364$2.82M0.11%
Trueblood Wealth Management, LLC5,225$2.75M1.73%
SPC Financial, Inc.5,006$2.64M0.27%
KP Management LLC5,000$2.63M1.30%
MeadowBrook Investment Advisors LLC4,956$2.61M2.49%
Tyche Wealth Partners LLC4,895$2.58M0.62%
Steward Partners Investment Solutions, LLC4,871$2.56M1.07%
Finivi Inc.4,841$2.55M2.49%
Mesirow Financial Investment Management, Inc.47,809$2.55M0.09%
Strategic Planning Group, LLC4,813$2.53M0.84%
Napa Wealth Management4,739$2.49M1.35%

Sold out (88)

Institutions that held UnitedHealth Group Inc at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of UNH in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Echo Street Capital Management LLC500,678$252.4M
Marsico Capital Management LLC96,397$48.6M
Element Capital Management LLC76,148$38.4M
Kiwi Wealth Investments Limited Partnership73,100$36.9M
Cantor Fitzgerald, L. P.67,715$34.1M
Woodline Partners LP54,209$27.3M
Artisan Partners Limited Partnership48,309$24.4M
Cloverfields Capital Group, LP47,929$24.2M
CTC LLC40,116$20.2M
Makena Capital Management LLC34,788$17.5M
Fidelity National Financial, Inc.32,440$16.4M
Capital Fund Management S.A.21,483$10.8M
Evoke Wealth, LLC19,386$9.77M
Blue Edge Capital, LLC16,464$8.30M
Fund Management at Engine No. 1 LLC13,248$6.68M
Mizuho Markets Americas LLC11,163$5.63M
Winton Group Ltd8,809$4.44M
Ally Financial Inc.8,500$4.29M
Cinctive Capital Management LP7,247$3.65M
Gates Foundation TrustSuperinvestorGates Foundation Trust5,665$2.86M
Lighthouse Investment Partners, LLC4,816$2.43M
Team Hewins, LLC4,788$2.41M
Prevail Innovative Wealth Advisors, LLC4,732$2.39M
George Kaiser Family Foundation3,984$2.01M
Alphadyne Asset Management LP3,558$1.79M
Millington Financial Advisors, LLC3,156$1.59M
WT Wealth Management2,594$1.31M
Cable Hill Partners, LLC2,415$1.22M
Eisler Capital (US) LLC2,245$1.13M
Dark Forest Capital Management LP2,172$1.10M
Bessemer Securities LLC2,169$1.09M
Blodgett Wealth Advisors, LLC1,893$954.2K
Global Assets Advisory, LLC1,877$946.4K
Toews Corp1,500$756.3K
SRN Advisors, LLC1,476$744.2K
HighVista Strategies LLC1,200$605.0K
Schonfeld Strategic Advisors LLC1,141$575.3K
Westwood Management Corp1,100$555.0K
Maverick Capital LtdSuperinvestorMaverick Capital1,076$542.5K
Ionic Capital Management LLC1,051$529.9K
Sherbrooke Park Advisers LLC879$443.2K
Corrado Advisors, LLC871$439.1K
Trellis Advisors, LLC870$438.6K
Rock Creek Group, LP840$423.5K
Milestone Investment Advisors LLC811$408.9K
CCG Wealth Management, LLC700$352.9K
QCM Cayman, Ltd.699$352.4K
Cypress Financial Planning LLC627$316.1K
Connors Investor Services Inc614$310.0K
Stockman Wealth Management, Inc.579$291.9K
Rockingstone Advisors LLC571$288.0K
Financial Management Network Inc563$287.2K
Prio Wealth Limited Partnership552$278.3K
Gries Financial LLC551$277.8K
HITE Hedge Asset Management LLC550$277.3K
Strategic Financial Concepts, LLC535$269.8K
One River Asset Management, LLC531$269.2K
Alpha Financial Partners, LLC524$264.4K
Kearns & Associates LLC500$252.1K
Quilter Plc251$250.4K
AlphaQ Advisors LLC488$246.0K
Briaud Financial Planning, Inc488$246.0K
Verde Capital Management486$245.2K
Destination Wealth Management476$240.1K
Carmel Capital Partners, LLC474$239.0K
Wealth Advisors of Tampa Bay, LLC470$237.0K
Cardinal Point Capital Management, ULC464$233.9K
Eaton Financial Holdings Company, LLC460$231.9K
Benchmark Wealth Management, LLC432$217.8K
Ascension Capital Advisors, Inc.429$216.3K
Rollins Financial428$215.6K
Tarbox Family Office, Inc.426$214.8K
Eldridge Investment Advisors, Inc.420$212.0K
Stony Point Wealth Management Inc.397$209.1K
Northwest Investment Counselors, LLC413$208.0K
Verus Financial Partners, Inc.384$207.3K
McAdam, LLC403$203.3K
AFS Financial Group, LLC401$202.2K
Fidelity D & D Bancorp Inc400$201.7K
Mizuho Securities Co. Ltd.220$110.9K
RVW Wealth, LLC87$43.9K
Mint Tower Capital Management B.V.65$33.0K
Rational Advisors LLC56$26.9K
SkyView Investment Advisors, LLC42$21.0K
Authentikos Wealth Advisory, LLC36$18.2K
Legacy Financial Group LLC34$17.1K
Truvestments Capital LLC16$8.07K
Magnolia Capital Management Ltd8$4.00K

Not filed for Q4 2023 yet (56)

Institutions that held UnitedHealth Group Inc at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UNH in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
First Republic Investment Management, Inc.652,239$328.9M
Virginia Retirement Systems Et Al144,700$73.0M
Colony Group LLC120,740$60.9M
Pathstone Family Office, LLC62,932$32.2M
Focus Financial Network, Inc.62,001$31.3M
Advisor Partners II, LLC59,014$29.8M
Front Barnett Associates LLC43,292$21.8M
Polaris Wealth Advisory Group, LLC28,601$14.4M
Comerica Securities,inc.25,258$12.7M
Payden & Rygel Investment Group24,780$12.5M
Tradewinds, LLC.21,624$10.9M
Key Bridge Compliance, LLC16,923$8.53M
Cyrus J. Lawrence, LLC16,217$8.18M
BTC Capital Management, Inc.14,925$7.53M
Madison Wealth Management13,938$7.03M
Armstrong Shaw Associates Inc12,286$6.19M
Icon Wealth Partners, LLC12,106$6.10M
Innovis Asset Management LLC11,556$5.83M
Goodwin Daniel L10,180$5.13M
Bryn Mawr Trust Co9,269$4.67M
Forefront Wealth Management Inc.8,076$4.07M
Gyroscope Capital Management Group, LLC5,893$2.97M
MU Investments Co., Ltd.5,720$2.92M
Rothschild Investment Corp4,259$2.15M
Amica Retiree Medical Trust3,711$1.87M
KCS Wealth Advisory3,670$1.85M
Scott Investment Partners LLP3,500$1.76M
Tiedemann Advisors, LLC3,218$1.62M
Mark Stevens2,620$1.32M
Bassett Hargrove Investment Counsel, LLC2,421$1.22M
Community Financial Services Group, LLC2,416$1.22M
Corundum Trust Company, INC2,282$1.15M
Briggs Advisory Group, Inc.2,195$1.11M
Ropes Wealth Advisors LLC1,906$961.2K
Triad Financial Advisors, Inc.1,786$900.6K
Steward Financial Group LLC1,695$854.0K
Lewis Capital Management, LLC1,540$776.5K
Kenfarb & Co.1,330$670.6K
Column Capital Advisors, LLC1,254$632.0K
Sutton Wealth Advisors Inc.1,237$623.7K
Coury Firm Asset Management LLC1,169$589.2K
Windsor Group LTD1,153$581.0K
Golden Green, Inc.1,083$546.0K
Bedel Financial Consulting Inc1,000$504.2K
PRW Wealth Management LLC901$477.5K
Leo H. Evart, Inc.821$413.8K
Old North State Trust, LLC666$336.0K
Antonetti Capital Management LLC640$322.7K
Syntax Advisors, LLC546$275.3K
Samjo Capital LLC500$252.1K
Palladiem, LLC485$244.5K
Truadvice, LLC405$219.2K
KB Financial Partners, LLC367$185.0K
Johnson Midwest Financial, LLC130$65.4K
WFA of San Diego, LLC71$35.8K
Foster Dykema Cabot & Co Inc20$10.0K