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 |
|---|---|---|---|---|---|
| Franklin Street Advisors Inc | 1,824 | $960.0K | 0.08% | 00.0% | Unchanged |
| Avalon Trust Co | 1,824 | $960.3K | 0.09% | 00.0% | Unchanged |
| Asset Management Group, Inc. | 1,827 | $961.7K | 0.19% | +6+0.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,829 | $962.9K | 0.00% | +350+23.7% | Added |
| Virginia Wealth Management Group, Inc. | 1,834 | $965.7K | 0.84% | −68−3.6% | Reduced |
| Aspen Wealth Strategies, LLC | 1,835 | $965.9K | 0.70% | −7−0.4% | Reduced |
| Altrafin AG | 1,835 | $966.1K | 0.37% | −240−11.6% | Reduced |
| Onyx Bridge Wealth Group LLC | 1,836 | $966.6K | 0.20% | +435+31.0% | Added |
| VCI Wealth Management LLC | 1,843 | $970.1K | 0.59% | +1,843 | New |
| Saxon Interests, Inc. | 1,848 | $972.7K | 0.49% | −3,212−63.5% | Reduced |
| Emerald Advisers, LLC | 1,850 | $974.0K | 0.04% | −205−10.0% | Reduced |
| Fortitude Advisory Group L.L.C. | 1,853 | $975.5K | 0.59% | +27+1.5% | Added |
| Arlington Trust Co LLC | 1,855 | $976.6K | 0.27% | +1,254+208.7% | Added |
| Cornerstone Wealth Management, LLC | 1,856 | $977.0K | 0.08% | −1,220−39.7% | Reduced |
| FLC Capital Advisors | 1,860 | $979.2K | 0.26% | −333−15.2% | Reduced |
| Campion Asset Management LLC | 1,860 | $979.2K | 0.83% | 00.0% | Unchanged |
| Kellett Schaffner Wealth Advisors LLC | 1,860 | $979.2K | 0.73% | +100+5.7% | Added |
| E Fund Management Co., Ltd. | 1,865 | $981.9K | 0.06% | +235+14.4% | Added |
| 1776 Wealth LLC | 1,866 | $982.4K | 0.49% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 1,867 | $983.0K | 0.15% | −11−0.6% | Reduced |
| Washington Capital Management Inc | 1,868 | $983.4K | 0.84% | −185−9.0% | Reduced |
| Prosperity Financial Group, Inc. | 1,871 | $985.1K | 0.68% | −43−2.2% | Reduced |
| Presidio Capital Management, LLC | 1,873 | $986.1K | 0.77% | −5−0.3% | Reduced |
| Sunburst Financial Group, LLC | 1,882 | $990.8K | 0.31% | +233+14.1% | Added |
| Capital Advisors Wealth Management, LLC | 1,891 | $995.8K | 0.23% | +88+4.9% | Added |
| Semus Wealth Partners LLC | 1,893 | $996.7K | 0.82% | −16−0.8% | Reduced |
| Ambassador Advisors, LLC | 1,982 | $996.7K | 0.22% | +90+4.8% | Added |
| Ethos Financial Group, LLC | 1,897 | $999.0K | 0.21% | +423+28.7% | Added |
| Ignite Planners, LLC | 1,853 | $999.4K | 0.30% | −150−7.5% | Reduced |
| First American Trust, FSB | 1,899 | $999.6K | 0.12% | +906+91.2% | Added |
| ZWJ Investment Counsel Inc | 1,900 | $1.00M | 0.05% | −445−19.0% | Reduced |
| Argent Advisors, Inc. | 1,900 | $1.00M | 0.44% | −4−0.2% | Reduced |
| RFP Financial Group LLC | 1,902 | $1.00M | 0.41% | −102−5.1% | Reduced |
| Simplicity Wealth,LLC | 1,905 | $1.00M | 0.39% | +1,905 | New |
| Vista Finance, LLC | 1,931 | $1.02M | 2.17% | −470−19.6% | Reduced |
| WealthTrust Axiom LLC | 1,939 | $1.02M | 0.34% | +8+0.4% | Added |
| Patrick M Sweeney & Associates, Inc | 1,948 | $1.03M | 0.94% | +1,948 | New |
| SMART Wealth LLC | 1,952 | $1.03M | 0.56% | +111+6.0% | Added |
| Waterfront Wealth Inc. | 1,952 | $1.03M | 0.30% | +51+2.7% | Added |
| ICW Investment Advisors LLC | 1,953 | $1.03M | 0.50% | +68+3.6% | Added |
| MJP Associates Inc | 1,955 | $1.03M | 0.27% | −1,292−39.8% | Reduced |
| IVC Wealth Advisors LLC | 1,960 | $1.03M | 0.64% | +21+1.1% | Added |
| My Personal CFO, LLC | 1,965 | $1.03M | 0.67% | +34+1.8% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,965 | $1.03M | 0.11% | +968+97.1% | Added |
| Soundwatch Capital LLC | 2,467 | $1.04M | 0.50% | +426+20.9% | Added |
| Alpha Family Trust | 1,970 | $1.04M | 0.70% | 00.0% | Unchanged |
| Profit Investment Management, LLC | 1,974 | $1.04M | 0.59% | +184+10.3% | Added |
| Retirement Guys Formula LLC | 1,983 | $1.04M | 0.56% | +99+5.3% | Added |
| Allred Capital Management, LLC | 1,983 | $1.04M | 0.45% | −11−0.6% | Reduced |
| Berkeley Capital Partners, LLC | 1,988 | $1.05M | 0.35% | −20−1.0% | Reduced |
| Everpar Advisors LLC | 1,992 | $1.05M | 0.49% | +1,992 | New |
| Capstone Investment Advisors, LLC | 1,994 | $1.05M | 0.02% | −4,404−68.8% | Reduced |
| Aletheian Wealth Advisors LLC | 1,994 | $1.05M | 0.69% | −52−2.5% | Reduced |
| Magnolia Capital Advisors LLC | 2,087 | $1.05M | 0.77% | +406+24.2% | Added |
| ORG Partners LLC | 1,995 | $1.05M | 0.18% | +604+43.4% | Added |
| Abacus Planning Group, Inc. | 1,999 | $1.05M | 0.22% | +29+1.5% | Added |
| Cooke & Bieler LP | 2,000 | $1.05M | 0.01% | −900−31.0% | Reduced |
| Epiq Partners, LLC | 2,000 | $1.05M | 0.76% | −178−8.2% | Reduced |
| Connective Portfolio Management, LLC | 2,000 | $1.05M | 2.15% | +2,000 | New |
| BSW Wealth Partners | 2,006 | $1.06M | 0.21% | +43+2.2% | Added |
| McElhenny Sheffield Capital Management, LLC | 2,008 | $1.06M | 0.43% | +986+96.5% | Added |
| Patron Partners Advisors, LLC | 2,009 | $1.06M | 0.70% | +39+2.0% | Added |
| WealthTrust Asset Management, LLC | 2,009 | $1.06M | 0.89% | −173−7.9% | Reduced |
| KG&L Capital Management,LLC | 2,016 | $1.06M | 0.44% | +343+20.5% | Added |
| Sutton Place Investors LLC | 2,020 | $1.06M | 0.77% | +1,487+279.0% | Added |
| LVW Advisors, LLC | 2,020 | $1.06M | 0.20% | +251+14.2% | Added |
| Valtinson Bruner Financial Planning LLC | 2,025 | $1.07M | 0.55% | −76−3.6% | Reduced |
| Rothschild Investment LLC | 2,027 | $1.07M | 0.09% | +2,027 | New |
| Evergreen Wealth Management, LLC | 2,032 | $1.07M | 0.79% | +35+1.8% | Added |
| Kuhn & Co Investment Counsel | 2,039 | $1.07M | 1.10% | +2,039 | New |
| Clean Yield Group | 2,045 | $1.08M | 0.45% | −5−0.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 2,049 | $1.08M | 0.55% | +152+8.0% | Added |
| Pinnacle Bancorp, Inc. | 2,051 | $1.08M | 0.35% | −32−1.5% | Reduced |
| Professional Financial Advisors, LLC | 2,054 | $1.08M | 0.36% | +132+6.9% | Added |
| Richard W. Paul & Associates, LLC | 2,057 | $1.08M | 0.45% | −31−1.5% | Reduced |
| Darden Wealth Group Inc | 2,065 | $1.09M | 1.05% | +2,065 | New |
| Epic Trust Investment Advisors, LLC | 2,070 | $1.09M | 1.46% | +86+4.3% | Added |
| Montecito Bank & Trust | 2,071 | $1.09M | 0.23% | −75−3.5% | Reduced |
| Y.D. More Investments Ltd | 2,072 | $1.09M | 0.22% | +260+14.3% | Added |
| Titleist Asset Management, LLC | 2,073 | $1.09M | 0.20% | −206−9.0% | Reduced |
| Cooper Financial Group | 2,074 | $1.09M | 0.20% | +32+1.6% | Added |
| Sovereign Financial Group, Inc. | 2,078 | $1.09M | 0.33% | +124+6.3% | Added |
| RKL Wealth Management LLC | 2,082 | $1.10M | 0.12% | +14+0.7% | Added |
| Bard Financial Services, Inc. | 2,085 | $1.10M | 0.12% | −250−10.7% | Reduced |
| TRUE Private Wealth Advisors | 2,091 | $1.10M | 0.14% | +198+10.5% | Added |
| Texas Yale Capital Corp. | 2,093 | $1.10M | 0.05% | +63+3.1% | Added |
| Wallace Capital Management Inc. | 2,100 | $1.11M | 0.16% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 2,100 | $1.11M | 0.50% | 00.0% | Unchanged |
| HCR Wealth Advisors | 2,109 | $1.11M | 0.18% | +2,109 | New |
| Florida Financial Advisors, LLC | 2,111 | $1.11M | 1.03% | +2,111 | New |
| Moseley Investment Management Inc | 2,113 | $1.11M | 0.62% | +1,380+188.3% | Added |
| Quantum Private Wealth, LLC | 2,114 | $1.11M | 0.47% | −100−4.5% | Reduced |
| McLean Asset Management Corp | 2,071 | $1.11M | 0.42% | +11+0.5% | Added |
| Eagle Strategies LLC | 2,116 | $1.11M | 0.24% | −10−0.5% | Reduced |
| Vivaldi Capital Management, LLC | 2,160 | $1.12M | 0.33% | −323−13.0% | Reduced |
| American Money Management, LLC | 2,121 | $1.12M | 0.25% | +28+1.3% | Added |
| Founders Financial Alliance, LLC | 2,129 | $1.12M | 0.43% | −158−6.9% | Reduced |
| 626 Financial, LLC | 2,135 | $1.12M | 0.74% | −89−4.0% | Reduced |
| Mendel Money Management | 2,141 | $1.13M | 0.54% | +32+1.5% | Added |
| Leonteq Securities AG | 2,142 | $1.13M | 0.14% | +339+18.8% | Added |