UnitedHealth Group Inc

UNH

Exchange: NYSE
Industry: Hospital & Medical Service Plans
SEC CIK: 0000731766

SEC filings (opens in a new tab)

In the last 90 days, UnitedHealth Group Inc insiders filed 0 open-market purchases and 2 sales; 3,394 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, Q4 2023

Institutional positions in UnitedHealth Group Inc as of Dec 31, 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: 3,422; +333 vs. Q3 2023
Shares held: 813.1M; +6.25M (+0.8%) vs. Q3 2023
Total value: $428.0B; +$21.2B (+5.2%) vs. Q3 2023
New holders: 421; 1,422 more added
Sold out: 88; 1,239 more reduced

56 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 3,422 institutions

Value heldQ4 2023: $428.0B

Institutions holding UNH and their total value by quarter
Quarter	Holders	Value
Q2 2026	3,394	$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, Q4 2023

Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q3 2023.

Institutions holding UNH in Q4 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
NewSquare Capital LLC	3	$1.58K	0.00%	−63−95.5%	Reduced
Morton Brown Family Wealth, LLC	3	$1.58K	0.00%	+3	New
Quarry LP	3	$1.58K	0.00%	+3	New
Gold Investment Management Ltd.	3	$1.58K	0.00%	+3	New
Cedar Wealth Management, LLC	6	$3.16K	0.00%	00.0%	Unchanged
Sanctuary Wealth Management, L.L.C.	6	$3.16K	0.00%	00.0%	Unchanged
POM Investment Strategies, LLC	6	$3.16K	0.00%	+6	New
Delos Wealth Advisors, LLC	7	$3.69K	0.01%	−58−89.2%	Reduced
Macroview Investment Management LLC	7	$3.79K	0.00%	−37−84.1%	Reduced
HBC Financial Services, PLLC	8	$4.00K	0.00%	00.0%	Unchanged
Abich Financial Wealth Management LLC	8	$4.42K	0.00%	+8	New
Ibex Wealth Advisors	10	$5.02K	1.09%	−9,264−99.9%	Reduced
Bradley & Co. Private Wealth Management, LLC	10	$5.26K	0.00%	00.0%	Unchanged
Knuff & Co LLC	11	$5.79K	0.00%	00.0%	Unchanged
PayPay Securities Corp	11	$6.29K	0.31%	−5−31.3%	Reduced
Fairfield, Bush & Co.	15	$7.90K	0.00%	+15	New
Longfellow Investment Management Co LLC	16	$8.42K	0.00%	00.0%	Unchanged
Kathleen S. Wright Associates Inc.	17	$8.95K	0.00%	00.0%	Unchanged
Mowery & Schoenfeld Wealth Management, LLC	17	$8.95K	0.02%	+17	New
Rocky Mountain Advisers, LLC	18	$9.48K	0.00%	00.0%	Unchanged
Goodman Advisory Group, LLC	18	$9.48K	0.00%	00.0%	Unchanged
Impact Partnership Wealth, LLC	20	$10.5K	0.00%	−780−97.5%	Reduced
4Thought Financial Group Inc.	20	$10.5K	0.01%	+20	New
Stephens Consulting, LLC	20	$10.5K	0.00%	00.0%	Unchanged
Main Street Group, LTD	21	$11.1K	0.00%	+21	New
Global Wealth Strategies & Associates	21	$11.1K	0.00%	00.0%	Unchanged
Foster Dykema Cabot & Partners, LLC	21	$11.1K	0.00%	+21	New
Spire Wealth Management	22	$11.6K	0.00%	+3+15.8%	Added
Distillate Capital Partners LLC	23	$12.1K	2.63%	00.0%	Unchanged
Life Planning Partners, Inc	23	$12.1K	0.01%	+23	New
Morgan Dempsey Capital Management LLC	24	$12.6K	0.00%	00.0%	Unchanged
Frank, Rimerman Advisors LLC	24	$12.6K	0.00%	+24	New
Sofos Investments, Inc.	24	$13.1K	0.00%	−14−36.8%	Reduced
Emfo, LLC	25	$13.2K	0.01%	−400−94.1%	Reduced
Godsey & Gibb Associates	25	$13.2K	0.00%	00.0%	Unchanged
Advantage Trust Co	25	$13.2K	0.01%	+25	New
JDM Financial Group LLC	26	$13.7K	0.01%	00.0%	Unchanged
Ranger Investment Management, L.P.	30	$15.8K	0.00%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	30	$15.8K	0.01%	00.0%	Unchanged
Wormser Freres Gestion	32	$16.8K	0.01%	+32	New
Insight Financial Services	33	$17.7K	0.02%	00.0%	Unchanged
Highline Wealth Partners LLC	36	$19.0K	0.01%	00.0%	Unchanged
DB Wealth Management Group, LLC	44	$23.3K	0.01%	00.0%	Unchanged
Signature Resources Capital Management, LLC	45	$23.7K	0.02%	+45	New
MidAtlantic Capital Management, Inc.	45	$23.7K	0.02%	+45	New
Lummis Asset Management, LP	46	$24.2K	0.02%	+46	New
Ruedi Wealth Management, Inc.	48	$25.4K	0.01%	−73−60.3%	Reduced
VitalStone Financial, LLC	49	$26.0K	0.02%	−788−94.1%	Reduced
Richelieu Gestion PLC	49	$26.0K	0.02%	+49	New
REAP Financial Group, LLC	50	$26.3K	0.01%	+50	New
Chelsea Counsel Co	50	$26.3K	0.01%	00.0%	Unchanged
Robbins Farley LLC	50	$26.3K	0.02%	00.0%	Unchanged
Red Tortoise LLC	51	$26.9K	0.02%	00.0%	Unchanged
Pacifica Partners Inc.	49	$27.0K	0.01%	00.0%	Unchanged
Pflug Koory, LLC	52	$27.4K	0.01%	00.0%	Unchanged
CGC Financial Services, LLC	55	$29.0K	0.01%	+50+1,000.0%	Added
Knott David M Jr	57	$30.0K	0.01%	00.0%	Unchanged
DecisionPoint Financial, LLC	57	$30.0K	0.01%	00.0%	Unchanged
Tacita Capital Inc	58	$30.5K	0.02%	+58	New
True Wealth Design, LLC	58	$30.5K	0.01%	+58	New
Cranbrook Wealth Management, LLC	60	$31.6K	0.01%	00.0%	Unchanged
Tfo-TDC, LLC	65	$34.2K	0.01%	−705−91.6%	Reduced
LFA - Lugano Financial Advisors SA	67	$35.3K	0.03%	+40+148.1%	Added
Syntax Research, Inc.	67	$35.3K	0.03%	−6−8.2%	Reduced
CarsonAllaria Wealth Management, Ltd.	71	$37.4K	0.03%	+1+1.4%	Added
Strategic Investment Solutions, Inc.	74	$39.0K	0.01%	−4,621−98.4%	Reduced
Long Island Wealth Management, Inc.	75	$39.0K	0.03%	+75	New
Annapolis Financial Services, LLC	76	$40.0K	0.01%	−3−3.8%	Reduced
Transcendent Capital Group LLC	76	$40.0K	0.03%	+76	New
Evolution Advisers, Inc.	76	$41.0K	0.03%	+1+1.3%	Added
O'Brien Wealth Partners LLC	78	$41.1K	0.01%	+21+36.8%	Added
Friedenthal Financial	80	$42.1K	0.03%	+80	New
Kelly Financial Services LLC	81	$42.4K	0.02%	+1+1.3%	Added
Providence Capital Advisors, LLC	81	$42.6K	0.01%	−11−12.0%	Reduced
Cedar Mountain Advisors, LLC	83	$43.7K	0.01%	00.0%	Unchanged
Bromfield Sneider Wealth Advisors	83	$43.7K	0.03%	00.0%	Unchanged
Tucker Asset Management LLC	84	$44.2K	0.01%	−7−7.7%	Reduced
Jackson Square Partners, LLC	88	$46.3K	0.00%	−627−87.7%	Reduced
Investors Research Corp	89	$46.9K	0.01%	+11+14.1%	Added
PFG Private Wealth Management, LLC	91	$47.9K	0.03%	00.0%	Unchanged
Legend Financial Advisors, Inc.	93	$49.0K	0.04%	+20+27.4%	Added
Front Row Advisors LLC	96	$50.5K	0.02%	−75−43.9%	Reduced
Stuart Chaussee & Associates, Inc.	98	$51.6K	0.02%	+37+60.7%	Added
Pacific Capital Wealth Advisors, Inc	100	$52.6K	0.01%	+100	New
Evergreen Private Wealth LLC	100	$52.6K	0.03%	+100	New
Horizons Wealth Management	100	$52.9K	0.03%	00.0%	Unchanged
Clear Investment Research, LLC	101	$53.7K	0.08%	+25+32.9%	Added
Solstein Capital, LLC	104	$54.8K	0.04%	00.0%	Unchanged
Lowe Wealth Advisors, LLC	112	$59.1K	0.03%	00.0%	Unchanged
JTC Employer Solutions Trusteee Ltd	126	$62.0K	0.01%	−772−86.0%	Reduced
Financial Synergies Wealth Advisors, Inc.	117	$62.0K	0.01%	00.0%	Unchanged
Ogorek Anthony Joseph	121	$63.0K	0.02%	00.0%	Unchanged
Level Financial Advisors, Inc.	121	$63.9K	0.03%	00.0%	Unchanged
Bellevue Asset Management, LLC	122	$64.2K	0.06%	00.0%	Unchanged
Tanglewood Legacy Advisors, LLC	122	$64.2K	0.04%	00.0%	Unchanged
West Oak Capital, LLC	125	$65.0K	0.03%	00.0%	Unchanged
DHJJ Financial Advisors, Ltd.	125	$65.7K	0.03%	00.0%	Unchanged
Chesapeake Asset Management LLC	128	$67.4K	0.06%	+1+0.8%	Added
Guardian Wealth Management, Inc.	128	$67.8K	0.06%	00.0%	Unchanged
Nalls Sherbakoff Group, LLC	130	$68.4K	0.06%	00.0%	Unchanged