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, 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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hyperion Partners, LLC | 1,107 | $582.8K | 0.46% | −30−2.6% | Reduced |
| Twelve Points Wealth Management LLC | 1,109 | $584.0K | 0.28% | +103+10.2% | Added |
| Arcataur Capital Management LLC | 1,110 | $584.4K | 0.22% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,110 | $584.5K | 0.06% | −225−16.9% | Reduced |
| Navalign, LLC | 1,111 | $584.9K | 0.20% | −88−7.3% | Reduced |
| Verus Capital Partners, LLC | 1,112 | $585.4K | 0.07% | −220−16.5% | Reduced |
| First City Capital Management, Inc. | 1,112 | $585.4K | 0.34% | −130−10.5% | Reduced |
| First Command Advisory Services, Inc. | 1,112 | $585.4K | 0.01% | −14−1.2% | Reduced |
| Waters Parkerson & Co., LLC | 1,119 | $589.0K | 0.03% | +574+105.3% | Added |
| Tillman Hartley LLC | 1,119 | $589.1K | 0.22% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 1,123 | $591.2K | 0.27% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 1,125 | $592.3K | 0.15% | −35−3.0% | Reduced |
| Horizon Wealth Management, LLC | 1,126 | $592.7K | 0.16% | +12+1.1% | Added |
| Newbridge Financial Services Group, Inc. | 1,134 | $596.9K | 0.29% | +167+17.3% | Added |
| Austin Private Wealth, LLC | 1,135 | $597.5K | 0.08% | +51+4.7% | Added |
| Modern Wealth Management, LLC | 1,138 | $599.1K | 0.08% | +1,138 | New |
| Peoples Bank | 1,138 | $599.1K | 0.35% | −68−5.6% | Reduced |
| Hemington Wealth Management | 1,141 | $600.0K | 0.23% | +61+5.6% | Added |
| Vermillion & White Wealth Management Group, LLC | 1,141 | $600.7K | 0.58% | +1,141 | New |
| Darwin Advisors, LLC | 1,143 | $602.0K | 0.16% | −4,849−80.9% | Reduced |
| Horan Capital Advisors, LLC. | 1,145 | $602.8K | 0.22% | +57+5.2% | Added |
| Tectonic Advisors LLC | 1,146 | $603.1K | 0.05% | +4+0.4% | Added |
| Dimension Capital Management LLC | 1,146 | $603.3K | 0.13% | +1,146 | New |
| Psagot Value Holdings Ltd. / (Israel) | 1,152 | $605.0K | 0.27% | −11−0.9% | Reduced |
| GenTrust, LLC | 1,151 | $606.0K | 0.04% | 00.0% | Unchanged |
| GFG Capital, LLC | 1,153 | $607.0K | 0.16% | −57−4.7% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 1,153 | $607.0K | 0.27% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 1,155 | $608.0K | 0.07% | −147−11.3% | Reduced |
| Ullmann Financial Group, Inc. | 1,158 | $609.8K | 0.10% | +252+27.8% | Added |
| True North Advisors, LLC | 1,162 | $611.8K | 0.16% | −2,300−66.4% | Reduced |
| Carr Financial Group Corp | 1,162 | $611.9K | 0.23% | +29+2.6% | Added |
| Traveka Wealth, LLC | 1,163 | $612.3K | 0.31% | +1,163 | New |
| FFT Wealth Management LLC | 1,164 | $612.8K | 0.05% | −40−3.3% | Reduced |
| Merriman Wealth Management, LLC | 1,164 | $612.8K | 0.03% | +501+75.6% | Added |
| Iron Horse Wealth Management, LLC | 1,167 | $614.4K | 0.27% | −50−4.1% | Reduced |
| Strategic Wealth Designers | 1,169 | $615.6K | 0.09% | +1,169 | New |
| Baker Boyer National Bank | 1,173 | $617.5K | 0.23% | 00.0% | Unchanged |
| Armbruster Capital Management, Inc. | 1,175 | $618.6K | 0.14% | −50−4.1% | Reduced |
| Goldstein Advisors, LLC | 1,178 | $619.9K | 0.10% | −32−2.6% | Reduced |
| Sanders Morris Harris LLC | 1,163 | $621.6K | 0.31% | −175−13.1% | Reduced |
| Copperwynd Financial, LLC | 1,183 | $622.6K | 0.25% | −2−0.2% | Reduced |
| Webster Bank, N. A. | 1,187 | $624.9K | 0.08% | +693+140.3% | Added |
| Guardian Wealth Advisors, LLC | 1,190 | $626.3K | 0.44% | +211+21.6% | Added |
| MSH Capital Advisors LLC | 1,190 | $626.4K | 0.23% | −145−10.9% | Reduced |
| Latitude Advisors, LLC | 1,195 | $629.1K | 0.44% | +2+0.2% | Added |
| Smith Anglin Financial, LLC | 1,196 | $629.5K | 0.07% | +20+1.7% | Added |
| Dillon & Associates Inc | 1,197 | $630.0K | 0.11% | +9+0.8% | Added |
| Penobscot Wealth Management | 1,199 | $631.0K | 0.43% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 1,200 | $631.8K | 0.03% | −700−36.8% | Reduced |
| NavPoint Financial, Inc. | 1,201 | $632.1K | 0.58% | +1,201 | New |
| Bangor Savings Bank | 1,203 | $633.3K | 0.07% | −19−1.6% | Reduced |
| Cutter & CO Brokerage, Inc. | 1,203 | $633.4K | 0.18% | −73−5.7% | Reduced |
| Northwest Bank & Trust Co | 1,204 | $633.9K | 0.57% | +1,204 | New |
| Invst, LLC | 1,241 | $633.9K | 0.08% | −11−0.9% | Reduced |
| Alterity Financial Group, LLC | 1,207 | $635.5K | 0.91% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 1,208 | $636.0K | 0.35% | +185+18.1% | Added |
| Gilman Hill Asset Management, LLC | 1,210 | $637.0K | 0.12% | +13+1.1% | Added |
| Successful Portfolios LLC | 1,214 | $639.2K | 0.48% | +67+5.8% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,215 | $639.7K | 0.11% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 1,216 | $640.1K | 0.36% | +205+20.3% | Added |
| Paloma Partners Management Co | 1,217 | $640.7K | 0.11% | +311+34.3% | Added |
| Modus Advisors, LLC | 1,223 | $643.9K | 0.26% | −115−8.6% | Reduced |
| Curbstone Financial Management Corp | 1,226 | $645.5K | 0.15% | −6−0.5% | Reduced |
| Future Financial Wealth Managment LLC | 1,226 | $645.6K | 0.64% | +131+12.0% | Added |
| Cypress Wealth Services, LLC | 1,227 | $646.1K | 0.16% | +9+0.7% | Added |
| Visionary Wealth Advisors | 1,232 | $648.9K | 0.05% | +38+3.2% | Added |
| Mendel Capital Management LLC | 1,237 | $651.2K | 0.47% | +49+4.1% | Added |
| BCK Partners, Inc. | 1,242 | $653.9K | 0.37% | −100−7.5% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 1,245 | $655.2K | 0.13% | +33+2.7% | Added |
| Traynor Capital Management, Inc. | 1,246 | $656.2K | 0.08% | +10+0.8% | Added |
| Intrepid Financial Planning Group LLC | 1,248 | $657.0K | 0.31% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,251 | $658.1K | 0.16% | +168+15.5% | Added |
| Midwest Financial Group LLC | 1,254 | $660.0K | 0.49% | +29+2.4% | Added |
| Howland Capital Management LLC | 1,255 | $660.7K | 0.03% | −39−3.0% | Reduced |
| Aspen Grove Capital, LLC | 1,229 | $661.2K | 0.20% | −7−0.6% | Reduced |
| Prairiewood Capital, LLC | 1,261 | $663.9K | 0.34% | +5+0.4% | Added |
| Winthrop Advisory Group LLC | 1,262 | $664.2K | 0.10% | +142+12.7% | Added |
| Wealth Forward, LLC | 1,267 | $667.0K | 0.56% | +1,267 | New |
| DDFG, Inc | 1,268 | $667.4K | 0.23% | 00.0% | Unchanged |
| Quest Partners LLC | 1,269 | $668.1K | 0.14% | +1,269 | New |
| Cedrus LLC | 1,270 | $668.6K | 0.41% | −1−0.1% | Reduced |
| Vista Wealth Management Group, LLC | 1,270 | $668.9K | 0.06% | +256+25.2% | Added |
| Ninepoint Partners LP | 1,271 | $669.1K | 0.09% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 1,277 | $672.3K | 0.22% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 1,280 | $673.9K | 0.72% | +1,131+759.1% | Added |
| NFP Retirement, Inc. | 1,279 | $673.9K | 0.11% | +178+16.2% | Added |
| Hoylecohen, LLC | 1,281 | $674.2K | 0.06% | +4+0.3% | Added |
| Allegheny Financial Group LTD | 1,282 | $675.0K | 0.22% | +448+53.7% | Added |
| State of Wyoming | 1,283 | $675.5K | 0.13% | −2,020−61.2% | Reduced |
| Holistic Financial Partners | 1,283 | $675.5K | 0.41% | +75+6.2% | Added |
| Pathway Financial Advisors LLC | 1,286 | $677.0K | 0.20% | 00.0% | Unchanged |
| WMS Partners, LLC | 1,287 | $677.6K | 0.05% | −169−11.6% | Reduced |
| New Century Financial Group, LLC | 1,288 | $678.1K | 0.59% | +1,288 | New |
| HF Advisory Group, LLC | 1,289 | $678.4K | 0.43% | +448+53.3% | Added |
| Thomasville National Bank | 1,292 | $680.2K | 0.06% | +187+16.9% | Added |
| Novak & Powell Financial Services, Inc. | 1,294 | $681.5K | 0.45% | +1,294 | New |
| Parcion Private Wealth LLC | 1,295 | $681.8K | 0.06% | +239+22.6% | Added |
| Altiora Financial Group, LLC | 1,295 | $681.8K | 0.20% | +1,295 | New |
| Baxter Bros Inc | 1,299 | $683.9K | 0.09% | −108−7.7% | Reduced |
| Clear Creek Financial Management, LLC | 1,302 | $685.5K | 0.11% | +225+20.9% | Added |