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 |
|---|---|---|---|---|---|
| Eudaimonia Advisors LLC | 1,583 | $833.4K | 0.54% | +25+1.6% | Added |
| TBH Global Asset Management, LLC | 1,588 | $836.2K | 0.17% | −771−32.7% | Reduced |
| Detalus Advisors, LLC | 1,593 | $838.7K | 0.34% | 00.0% | Unchanged |
| LWMG, LLC | 1,594 | $839.3K | 0.21% | +48+3.1% | Added |
| Iams Wealth Management, LLC | 1,595 | $839.7K | 0.54% | +128+8.7% | Added |
| Delta Financial Group, Inc. | 1,596 | $840.0K | 0.26% | +27+1.7% | Added |
| Thrive Wealth Management, LLC | 1,600 | $842.5K | 0.19% | −20−1.2% | Reduced |
| Telos Capital Management, Inc. | 1,601 | $842.9K | 0.10% | +265+19.8% | Added |
| Trustmark National Bank Trust Department | 1,603 | $843.9K | 0.08% | +18+1.1% | Added |
| W.H. Cornerstone Investments Inc. | 1,604 | $845.0K | 0.67% | +28+1.8% | Added |
| FSB Premier Wealth Management, Inc. | 1,605 | $845.5K | 0.42% | +65+4.2% | Added |
| Wealth Management Associates, Inc. | 1,606 | $845.6K | 0.45% | +80+5.2% | Added |
| Jacobsen Capital Management | 1,612 | $848.7K | 0.43% | +26+1.6% | Added |
| Fort Point Capital Partners LLC | 1,612 | $848.7K | 0.13% | +18+1.1% | Added |
| Sather Financial Group Inc | 1,620 | $852.9K | 0.06% | +44+2.8% | Added |
| Cape Investment Advisory, Inc. | 1,625 | $855.4K | 0.42% | +11+0.7% | Added |
| First National Bank Sioux Falls | 1,625 | $855.5K | 0.44% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 1,625 | $855.5K | 0.07% | +358+28.3% | Added |
| Aspire Private Capital, LLC | 1,626 | $856.1K | 0.25% | +82+5.3% | Added |
| Lewis Asset Management, LLC | 1,627 | $856.6K | 0.79% | +1,627 | New |
| Coppell Advisory Solutions LLC | 1,630 | $858.2K | 0.17% | +893+121.2% | Added |
| Waddell & Associates, LLC | 1,635 | $861.0K | 0.12% | +39+2.4% | Added |
| Good Life Advisors, LLC | 1,636 | $861.8K | 0.09% | −22−1.3% | Reduced |
| Heron Bay Capital Management | 1,637 | $861.8K | 0.20% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 1,638 | $862.0K | 0.05% | +823+101.0% | Added |
| Angeles Wealth Management, LLC | 1,643 | $865.0K | 0.11% | +195+13.5% | Added |
| First Trust Bank, Ltd. | 1,644 | $865.5K | 1.20% | +1,644 | New |
| First Affirmative Financial Network | 1,646 | $866.3K | 0.69% | +229+16.2% | Added |
| Chapin Davis, Inc. | 1,646 | $866.4K | 0.37% | +77+4.9% | Added |
| West Paces Advisors Inc. | 1,649 | $868.1K | 0.24% | +30+1.9% | Added |
| 1st Source Bank | 1,651 | $869.2K | 0.05% | −26−1.6% | Reduced |
| Jupiter Wealth Management LLC | 1,654 | $870.8K | 0.51% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 1,654 | $870.8K | 0.20% | −114−6.4% | Reduced |
| Atlas Brown,Inc. | 1,658 | $872.8K | 0.36% | +1+0.1% | Added |
| Seven Mile Advisory | 1,658 | $872.9K | 0.76% | +171+11.5% | Added |
| Oxinas Partners Wealth Management LLC | 1,659 | $873.4K | 0.62% | 00.0% | Unchanged |
| Keystone Financial Group | 1,660 | $873.9K | 0.15% | −249−13.0% | Reduced |
| Argus Investors' Counsel, Inc. | 1,662 | $875.1K | 0.56% | +47+2.9% | Added |
| Wealth Group Ltd | 1,721 | $878.9K | 0.29% | +1,721 | New |
| Gould Asset Management LLC | 1,673 | $880.8K | 0.23% | −95−5.4% | Reduced |
| Proathlete Wealth Management LLC | 1,674 | $881.3K | 0.52% | +1,674 | New |
| Oak Harbor Wealth Partners, LLC | 1,676 | $882.5K | 0.30% | −164−8.9% | Reduced |
| Private Portfolio Partners LLC | 1,677 | $882.7K | 0.20% | +3+0.2% | Added |
| Graves-Light Private Wealth Management, Inc. | 1,677 | $882.9K | 0.11% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,678 | $883.4K | 0.11% | 00.0% | Unchanged |
| Camden National Bank | 1,684 | $886.6K | 0.17% | −14−0.8% | Reduced |
| Zimmermann Investment Management & Planning LLC | 1,686 | $887.8K | 0.36% | +25+1.5% | Added |
| Ausdal Financial Partners, Inc. | 1,690 | $889.5K | 0.11% | −9−0.5% | Reduced |
| Ted Buchan & Co | 1,692 | $890.8K | 0.65% | +171+11.2% | Added |
| Intellectus Partners, LLC | 1,694 | $891.8K | 0.26% | −21−1.2% | Reduced |
| Texas Capital Bancshares Inc | 1,695 | $892.4K | 0.48% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 1,697 | $893.4K | 0.09% | +111+7.0% | Added |
| Signature Estate & Investment Advisors LLC | 1,701 | $895.0K | 0.03% | +412+32.0% | Added |
| Seamount Financial Group Inc | 1,704 | $897.1K | 0.86% | +1,704 | New |
| Stephenson National Bank & Trust | 1,709 | $899.7K | 0.44% | −54−3.1% | Reduced |
| Heritage Wealth Partners, LLC | 1,710 | $900.0K | 1.84% | −140−7.6% | Reduced |
| Beck Mack & Oliver LLC | 1,711 | $900.8K | 0.02% | +652+61.6% | Added |
| TCI Wealth Advisors, Inc. | 1,719 | $905.0K | 0.10% | −37−2.1% | Reduced |
| Financial Security Advisor, Inc. | 1,721 | $906.2K | 0.36% | +5+0.3% | Added |
| Beirne Wealth Consulting Services, LLC | 1,720 | $906.4K | 0.45% | +1,720 | New |
| Guidance Capital, Inc | 1,681 | $906.8K | 0.36% | +124+8.0% | Added |
| Capital Advisors, Ltd. LLC | 1,722 | $907.0K | 0.13% | +62+3.7% | Added |
| WealthBridge Capital Management, LLC | 1,731 | $911.2K | 0.34% | +9+0.5% | Added |
| Founders Capital Management, LLC | 1,731 | $911.3K | 0.19% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,732 | $911.8K | 0.58% | −30−1.7% | Reduced |
| Braun-Bostich & Associates Inc. | 1,732 | $911.8K | 0.82% | +535+44.7% | Added |
| JJJ Advisors Inc. | 1,732 | $911.8K | 0.22% | +167+10.7% | Added |
| Kavar Capital Partners Group, LLC | 1,734 | $912.9K | 0.10% | +867+100.0% | Added |
| Capital Advisory Group Advisory Services, LLC | 1,735 | $913.4K | 0.49% | −57−3.2% | Reduced |
| Evergreen Wealth Solutions, LLC | 1,736 | $913.8K | 0.78% | −227−11.6% | Reduced |
| Clarity Financial LLC | 1,736 | $913.9K | 0.16% | −593−25.5% | Reduced |
| River & Mercantile Asset Management LLP | 1,735 | $914.2K | 0.17% | −635−26.8% | Reduced |
| New Republic Capital, LLC | 1,737 | $914.7K | 0.65% | +251+16.9% | Added |
| Amarillo National Bank | 1,742 | $917.1K | 0.18% | +19+1.1% | Added |
| Jeppson Wealth Management, LLC | 1,743 | $917.7K | 0.38% | −5−0.3% | Reduced |
| World Equity Group, Inc. | 1,745 | $918.4K | 0.18% | +270+18.3% | Added |
| Castle Wealth Management LLC | 1,749 | $920.8K | 0.55% | +39+2.3% | Added |
| MV Capital Management, Inc. | 1,751 | $921.8K | 0.12% | +44+2.6% | Added |
| Atlas Private Wealth Advisors | 1,752 | $922.5K | 0.17% | +19+1.1% | Added |
| Meadow Creek Wealth Advisors LLC | 1,754 | $923.2K | 0.90% | +1,754 | New |
| Broadwater Capital Management LLC | 1,754 | $923.4K | 0.72% | +1,754 | New |
| Global Trust Asset Management, LLC | 1,762 | $927.5K | 0.41% | +135+8.3% | Added |
| Unique Wealth Strategies, LLC | 1,762 | $927.6K | 0.62% | +1,762 | New |
| First Commonwealth Financial Corp | 1,763 | $928.2K | 0.29% | −658−27.2% | Reduced |
| Legacy Edge Advisors, LLC | 1,766 | $929.7K | 0.21% | +1,766 | New |
| Centerpoint Advisors, LLC | 1,766 | $930.0K | 0.37% | −365−17.1% | Reduced |
| Buffington Mohr McNeal | 1,769 | $931.5K | 0.19% | +56+3.3% | Added |
| JSF Financial, LLC | 1,771 | $932.3K | 0.32% | +5+0.3% | Added |
| Summit Wealth Group, LLC | 1,772 | $933.0K | 0.73% | +54+3.1% | Added |
| First Pacific Financial | 1,781 | $937.6K | 0.29% | −17−0.9% | Reduced |
| FRG Family Wealth Advisors LLC | 1,787 | $940.8K | 0.19% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 1,788 | $941.3K | 0.17% | −30−1.7% | Reduced |
| Bordeaux Wealth Advisors LLC | 1,795 | $945.1K | 0.32% | +293+19.5% | Added |
| Independent Solutions Wealth Management, LLC | 1,800 | $947.6K | 0.24% | +563+45.5% | Added |
| Capital Management Associates | 1,800 | $947.6K | 1.21% | +1,800 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,804 | $949.8K | 0.40% | −172−8.7% | Reduced |
| Mill Creek Capital Advisors, LLC | 1,806 | $950.8K | 0.03% | +128+7.6% | Added |
| Resolute Wealth Strategies, LLC | 1,810 | $952.8K | 0.65% | +1+0.1% | Added |
| Paladin Advisory Group, LLC | 1,821 | $958.7K | 0.79% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 1,823 | $959.6K | 0.06% | +93+5.4% | Added |