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
- 3,421
- +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
- 1,421 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 | 3,054 | $202.4B |
| Q4 2025 | 3,311 | $248.2B |
| Q3 2025 | 3,168 | $253.5B |
| Q2 2025 | 3,185 | $241.1B |
| Q1 2025 | 3,613 | $424.3B |
| Q4 2024 | 3,684 | $409.5B |
| Q3 2024 | 3,476 | $474.6B |
| Q2 2024 | 3,406 | $411.9B |
| Q1 2024 | 3,384 | $398.9B |
| Q4 2023 | 3,421 | $428.0B |
| Q3 2023 | 3,144 | $407.5B |
| Q2 2023 | 3,136 | $388.4B |
| Q1 2023 | 3,114 | $383.6B |
| Q4 2022 | 3,159 | $434.2B |
| Q3 2022 | 2,998 | $413.5B |
| Q2 2022 | 2,964 | $422.0B |
| Q1 2022 | 2,965 | $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 |
|---|---|---|---|---|---|
| Fortress Wealth Group, LLC | 1,279 | $686.3K | 0.41% | +89+7.5% | Added |
| Hoxton Planning & Management, LLC | 1,315 | $692.0K | 0.37% | +75+6.0% | Added |
| Veracity Capital LLC | 1,315 | $692.5K | 0.28% | +19+1.5% | Added |
| Congress Park Capital LLC | 1,325 | $697.6K | 0.34% | −75−5.4% | Reduced |
| Heritage Financial Services, LLC | 1,326 | $698.1K | 0.12% | 00.0% | Unchanged |
| Berry Wealth Group, LP | 1,329 | $699.5K | 0.64% | +1,329 | New |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,330 | $700.2K | 0.00% | −250−15.8% | Reduced |
| Marquette Asset Management, LLC | 1,330 | $700.2K | 0.13% | −71−5.1% | Reduced |
| Headlands Technologies LLC | 1,331 | $700.7K | 0.21% | +1,331 | New |
| Arlington Capital Management, Inc. | 1,333 | $701.8K | 0.64% | +1,333 | New |
| Worth Financial Advisory Group, LLC | 1,333 | $701.9K | 0.56% | +46+3.6% | Added |
| Insight Advisors, LLC | 1,334 | $702.5K | 0.15% | −97−6.8% | Reduced |
| Bouchey Financial Group Ltd | 1,336 | $703.4K | 0.08% | −16−1.2% | Reduced |
| Financial Management Professionals, Inc. | 1,341 | $706.0K | 0.12% | −3−0.2% | Reduced |
| Centiva Capital, LP | 1,343 | $707.0K | 0.04% | −209−13.5% | Reduced |
| Williamson Legacy Group, LLC | 1,343 | $707.0K | 0.66% | +1,343 | New |
| Resurgent Financial Advisors LLC | 1,348 | $709.7K | 0.44% | +251+22.9% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 1,349 | $710.2K | 0.93% | −142−9.5% | Reduced |
| AllSquare Wealth Management LLC | 1,352 | $711.8K | 0.44% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 1,356 | $713.9K | 0.04% | +87+6.9% | Added |
| Baystate Wealth Management LLC | 1,358 | $715.4K | 0.05% | +13+1.0% | Added |
| Brown, Lisle/Cummings, Inc. | 1,360 | $716.0K | 0.27% | +40+3.0% | Added |
| Summit Place Financial Advisors, LLC | 1,364 | $718.1K | 0.47% | −98−6.7% | Reduced |
| Interchange Capital Partners, LLC | 1,363 | $718.4K | 0.54% | −294−17.7% | Reduced |
| Stonebridge Financial Planning Group, LLC | 1,366 | $719.2K | 0.41% | −2−0.1% | Reduced |
| Clifford Group, LLC | 1,367 | $719.7K | 0.67% | +6+0.4% | Added |
| Eagle Wealth Strategies LLC | 1,368 | $720.4K | 0.43% | +1,368 | New |
| Whalen Wealth Management Inc. | 1,371 | $721.8K | 0.65% | +1,371 | New |
| Salomon & Ludwin, LLC | 1,434 | $723.0K | 0.08% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 1,376 | $724.6K | 0.16% | 00.0% | Unchanged |
| RiverGlades Family Offices LLC | 1,400 | $724.7K | 0.59% | 00.0% | Unchanged |
| Aire Advisors, LLC | 1,372 | $725.5K | 0.18% | −4−0.3% | Reduced |
| First Western Trust Bank | 1,381 | $727.1K | 0.04% | −24−1.7% | Reduced |
| Knights of Columbus Asset Advisors LLC | 1,381 | $727.1K | 0.05% | −33−2.3% | Reduced |
| Farmers National Bank | 1,386 | $729.7K | 0.23% | +43+3.2% | Added |
| La Financiere de L'Echiquier | 1,390 | $731.8K | 0.03% | −950−40.6% | Reduced |
| Mitchell Sinkler & Starr | 1,392 | $732.8K | 0.13% | +150+12.1% | Added |
| 3Chopt Investment Partners, LLC | 1,398 | $736.0K | 0.27% | +1,398 | New |
| Steigerwald, Gordon & Koch Inc. | 1,399 | $736.8K | 0.10% | +212+17.9% | Added |
| VeraBank, N.A. | 1,403 | $738.6K | 0.25% | +75+5.6% | Added |
| Carson Advisory Inc. | 1,404 | $739.3K | 0.57% | −12−0.8% | Reduced |
| Copperleaf Capital, LLC | 1,405 | $739.6K | 0.75% | −43−3.0% | Reduced |
| 180 Wealth Advisors, LLC | 1,376 | $742.1K | 0.15% | −3,774−73.3% | Reduced |
| Kowal Investment Group, LLC | 1,412 | $743.3K | 0.17% | +171+13.8% | Added |
| Fiducient Advisors LLC | 1,414 | $744.4K | 0.14% | −166−10.5% | Reduced |
| Valley National Advisers Inc | 1,416 | $745.0K | 0.12% | +122+9.4% | Added |
| Principal Street Partners, LLC | 1,424 | $749.9K | 0.18% | −1,360−48.9% | Reduced |
| Eagle Bay Advisors LLC | 1,428 | $751.6K | 0.48% | −299−17.3% | Reduced |
| Claris Advisors, LLC | 1,432 | $753.9K | 0.42% | +1+0.1% | Added |
| Cutler Group LP | 1,434 | $754.0K | 0.10% | +1,434 | New |
| ODonnell Financial Services, LLC | 1,436 | $756.0K | 0.38% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,443 | $759.4K | 0.06% | +210+17.0% | Added |
| Ballast Advisors LLC | 1,449 | $762.9K | 0.28% | −86−5.6% | Reduced |
| Baron Wealth Management LLC | 1,454 | $765.5K | 0.42% | +9+0.6% | Added |
| Johnson & White Wealth Management, LLC | 1,461 | $769.0K | 0.64% | +5+0.3% | Added |
| Gerber, LLC | 1,463 | $770.2K | 0.69% | +1,463 | New |
| Vivid Wealth Management, LLC | 1,464 | $770.7K | 0.52% | +1,464 | New |
| SFMG, LLC | 1,464 | $770.9K | 0.07% | +61+4.3% | Added |
| Washington Trust Co | 1,465 | $771.4K | 0.03% | +275+23.1% | Added |
| Edgestream Partners, L.P. | 1,466 | $771.8K | 0.06% | +957+188.0% | Added |
| Teamwork Financial Advisors, LLC | 1,472 | $774.9K | 0.13% | −245−14.3% | Reduced |
| Correct Capital Wealth Management | 1,472 | $775.0K | 0.20% | +1,472 | New |
| ZRC Wealth Management, LLC | 1,539 | $775.9K | 0.47% | +1,370+810.7% | Added |
| Sunflower Bank, N.A. | 1,478 | $778.1K | 0.18% | +20+1.4% | Added |
| Source Financial Advisors LLC | 1,479 | $778.6K | 0.24% | −7−0.5% | Reduced |
| Avory & Company, LLC | 1,481 | $779.7K | 0.55% | 00.0% | Unchanged |
| Clarus Group, Inc. | 1,493 | $786.2K | 0.59% | −445−23.0% | Reduced |
| Sonata Capital Group Inc | 1,497 | $788.0K | 0.39% | +300+25.1% | Added |
| Ssi Investment Management LLC | 1,497 | $788.1K | 0.06% | −5−0.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,498 | $788.4K | 0.35% | +4+0.3% | Added |
| Clal Insurance Enterprises Holdings Ltd | 1,500 | $790.0K | 0.01% | −76,000−98.1% | Reduced |
| Investors Asset Management of Georgia Inc | 1,511 | $790.4K | 0.40% | +100+7.1% | Added |
| Jag Capital Management, LLC | 1,509 | $794.2K | 0.12% | −3,287−68.5% | Reduced |
| Walker Asset Management, LLC | 1,510 | $795.2K | 0.57% | +4+0.3% | Added |
| Vigilare Wealth Management | 1,511 | $795.5K | 0.41% | −3−0.2% | Reduced |
| Collective Family Office LLC | 1,512 | $796.0K | 0.28% | −34−2.2% | Reduced |
| Beese Fulmer Investment Management, Inc. | 1,514 | $797.1K | 0.08% | +23+1.5% | Added |
| EdgeRock Capital LLC | 1,570 | $801.2K | 0.58% | +82+5.5% | Added |
| Marotta Asset Management | 1,530 | $805.5K | 0.17% | −94−5.8% | Reduced |
| TCM Advisors, LLC | – | $807.1K | 0.65% | – | – |
| Columbus Macro, LLC | 1,539 | $807.7K | 0.32% | +10+0.7% | Added |
| Smart Portfolios, LLC | 1,562 | $808.6K | 0.95% | +1,562 | New |
| Sonoma Private Wealth LLC | 1,537 | $809.2K | 1.34% | −152−9.0% | Reduced |
| Pointe Capital Management LLC | 1,538 | $809.7K | 0.56% | −218−12.4% | Reduced |
| Machina Capital S.A.S. | 1,538 | $809.7K | 0.52% | +1,538 | New |
| GW Henssler & Associates Ltd | 1,542 | $811.8K | 0.05% | −109−6.6% | Reduced |
| White Pine Capital LLC | 1,544 | $812.9K | 0.31% | −283−15.5% | Reduced |
| Parnassus Investments | 1,544 | $812.9K | 0.00% | +307+24.8% | Added |
| Quantum Financial Advisors, LLC | 1,546 | $814.1K | 0.20% | −142−8.4% | Reduced |
| Consolidated Portfolio Review Corp | 1,548 | $814.8K | 0.19% | −33−2.1% | Reduced |
| Bowman & Co S.C. | 1,547 | $817.6K | 0.57% | +63+4.2% | Added |
| Proffitt & Goodson Inc | 1,554 | $818.1K | 0.15% | +36+2.4% | Added |
| Verum Partners LLC | 1,555 | $818.9K | 0.32% | −14−0.9% | Reduced |
| Inspire Trust Co, N.A. | 1,560 | $821.3K | 0.85% | +1,560 | New |
| Oldfather Financial Services, LLC | 1,564 | $823.4K | 0.37% | +5+0.3% | Added |
| Tandem Investment Advisors, Inc. | 1,567 | $825.0K | 0.03% | −33−2.1% | Reduced |
| Kanawha Capital Management LLC | 1,567 | $825.2K | 0.08% | +156+11.1% | Added |
| City State Bank | 1,570 | $827.0K | 0.41% | −29−1.8% | Reduced |
| Catalina Capital Group, LLC | 1,573 | $828.1K | 0.64% | +1,573 | New |
| MQS Management LLC | 1,575 | $829.2K | 0.46% | +1,575 | New |