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 |
|---|---|---|---|---|---|
| Maia Wealth LLC | 2,143 | $1.13M | 0.46% | +2,143 | New |
| Wall Street Access Asset Management, LLC | 2,146 | $1.13M | 0.53% | +10.0% | Added |
| PBMares Wealth Management LLC | 2,151 | $1.13M | 0.34% | +84+4.1% | Added |
| Peak Asset Management, LLC | 2,156 | $1.14M | 0.25% | −56−2.5% | Reduced |
| Cypress Capital, LLC | 2,157 | $1.14M | 0.32% | +6+0.3% | Added |
| WD Rutherford LLC | 2,215 | $1.14M | 0.66% | −55−2.4% | Reduced |
| STAR Financial Bank | 2,160 | $1.14M | 1.03% | +300+16.1% | Added |
| Aveo Capital Partners, LLC | 2,164 | $1.14M | 0.14% | +416+23.8% | Added |
| Riverpark Capital Management LLC | 2,169 | $1.14M | 1.74% | +234+12.1% | Added |
| One Wealth Advisors, LLC | 2,170 | $1.14M | 0.22% | +13+0.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,176 | $1.15M | 0.22% | −20−0.9% | Reduced |
| Five Oceans Advisors | 2,180 | $1.15M | 0.64% | +16+0.7% | Added |
| Cardiff Park Advisors, LLC | 2,184 | $1.15M | 0.13% | +85+4.0% | Added |
| ABLE Financial Group, LLC | 2,188 | $1.15M | 0.50% | +133+6.5% | Added |
| MBM Wealth Consultants, LLC | 2,285 | $1.15M | 0.43% | +139+6.5% | Added |
| Mosaic Family Wealth Partners, LLC | 2,191 | $1.15M | 0.20% | +382+21.1% | Added |
| Unique Wealth, LLC | 2,193 | $1.15M | 0.37% | +281+14.7% | Added |
| Riverwater Partners LLC | 2,197 | $1.16M | 0.91% | −141−6.0% | Reduced |
| Smith, Moore & Co. | 2,197 | $1.16M | 0.14% | +132+6.4% | Added |
| Catalyst Capital Advisors LLC | 2,199 | $1.16M | 0.03% | −525−19.3% | Reduced |
| Lederer & Associates Investment Counsel | 2,201 | $1.16M | 0.86% | −125−5.4% | Reduced |
| Forte Capital LLC | 2,203 | $1.16M | 0.16% | +44+2.0% | Added |
| Opinicus Capital, Inc. | 2,203 | $1.16M | 1.18% | +2,203 | New |
| Cannell Peter B & Co Inc | 2,205 | $1.16M | 0.04% | +45+2.1% | Added |
| Kingdom Financial Group LLC. | 2,218 | $1.17M | 1.02% | −511−18.7% | Reduced |
| Buttonwood Financial Advisors Inc. | 2,219 | $1.17M | 0.64% | −652−22.7% | Reduced |
| Linden Thomas Advisory Services, LLC | 2,219 | $1.17M | 0.22% | +456+25.9% | Added |
| SRS Capital Advisors, Inc. | 2,219 | $1.17M | 0.13% | +242+12.2% | Added |
| Up Strategic Wealth Investment Advisors LLC | 2,232 | $1.18M | 2.14% | +2,232 | New |
| Harvest Fund Management Co., Ltd | 2,238 | $1.18M | 0.18% | −1,231−35.5% | Reduced |
| Townsend Asset Management Corp | 2,240 | $1.18M | 0.54% | −362−13.9% | Reduced |
| Summit X, LLC | 2,246 | $1.18M | 0.34% | +54+2.5% | Added |
| Quotient Wealth Partners, LLC | 2,250 | $1.18M | 0.05% | +2,250 | New |
| Disciplined Equity Management, Inc. | 2,254 | $1.19M | 0.81% | +279+14.1% | Added |
| Park National Corp | 2,267 | $1.19M | 0.05% | −40−1.7% | Reduced |
| Centaurus Financial, Inc. | 2,268 | $1.19M | 0.09% | −2,920−56.3% | Reduced |
| North Ridge Wealth Advisors, Inc. | 2,274 | $1.20M | 1.00% | −56−2.4% | Reduced |
| Carolinas Wealth Consulting LLC | 2,275 | $1.20M | 0.26% | −190−7.7% | Reduced |
| Wealthstream Advisors, Inc. | 2,275 | $1.20M | 0.49% | +473+26.2% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 2,275 | $1.20M | 0.08% | −1,361−37.4% | Reduced |
| Three Seasons Wealth, LLC | 2,280 | $1.20M | 1.06% | +151+7.1% | Added |
| Semmax Financial Advisors Inc. | 2,323 | $1.20M | 0.44% | +245+11.8% | Added |
| Rakuten Investment Management, Inc. | 2,288 | $1.20M | 0.01% | +2,288 | New |
| Safeguard Investment Advisory Group, LLC | 2,285 | $1.20M | 0.45% | +28+1.2% | Added |
| Smartleaf Asset Management LLC | 2,324 | $1.21M | 0.32% | +2,324 | New |
| Retireful, LLC | 2,292 | $1.21M | 0.53% | +2,292 | New |
| DCM Advisors, LLC | 2,298 | $1.21M | 0.43% | +868+60.7% | Added |
| Hodges Capital Management Inc. | 2,299 | $1.21M | 0.06% | +63+2.8% | Added |
| ICA Group Wealth Management, LLC | 2,300 | $1.21M | 0.27% | +307+15.4% | Added |
| Plato Investment Management Ltd | 2,303 | $1.21M | 1.49% | +2,303 | New |
| Westside Investment Management, Inc. | 2,304 | $1.21M | 0.31% | −70−2.9% | Reduced |
| Uncommon Cents Investing LLC | 2,310 | $1.22M | 0.40% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 2,314 | $1.22M | 0.45% | −32−1.4% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 2,325 | $1.22M | 0.88% | −300−11.4% | Reduced |
| West Michigan Advisors, LLC | 2,327 | $1.22M | 0.46% | −96−4.0% | Reduced |
| Silver Oak Securities, Inc | 2,336 | $1.23M | 0.17% | +1,246+114.3% | Added |
| CoreFirst Bank & Trust | 2,344 | $1.23M | 0.82% | −88−3.6% | Reduced |
| Prentice Wealth Management LLC | 2,347 | $1.24M | 0.48% | +19+0.8% | Added |
| Navellier & Associates Inc | 2,351 | $1.24M | 0.19% | +766+48.3% | Added |
| Islay Capital Management, LLC | 2,352 | $1.24M | 0.97% | +324+16.0% | Added |
| Phillips Wealth Planners LLC | 2,401 | $1.24M | 1.49% | −41−1.7% | Reduced |
| Richardson Financial Services Inc. | 2,359 | $1.24M | 1.09% | +2,359 | New |
| Burford Brothers, Inc. | 2,371 | $1.25M | 0.88% | +2,371 | New |
| Reuter James Wealth Management, LLC | 2,372 | $1.25M | 0.85% | −143−5.7% | Reduced |
| Asset Advisors Investment Management, LLC | 2,373 | $1.25M | 0.15% | +18+0.8% | Added |
| Weinberger Asset Management, Inc | 2,373 | $1.25M | 0.64% | +17+0.7% | Added |
| Transatlantique Private Wealth LLC | 2,379 | $1.25M | 0.58% | −295−11.0% | Reduced |
| Gratus Wealth Advisors, LLC | 2,379 | $1.25M | 0.25% | +2,379 | New |
| Breakwater Capital Group | 2,447 | $1.26M | 0.35% | +93+4.0% | Added |
| Cornerstone Wealth Advisors, Inc. | 2,385 | $1.26M | 0.41% | −25−1.0% | Reduced |
| SC&H Financial Advisors, Inc. | 2,388 | $1.26M | 0.36% | +2+0.1% | Added |
| Armstrong Advisory Group, Inc | 2,388 | $1.26M | 0.12% | −12−0.5% | Reduced |
| Invenio Wealth Partners LLC | 2,397 | $1.26M | 0.91% | −195−7.5% | Reduced |
| Parkside Investments, LLC | 2,397 | $1.26M | 0.21% | +397+19.9% | Added |
| Sompo Asset Management Co., Ltd. | 2,410 | $1.27M | 0.23% | −240−9.1% | Reduced |
| Truepoint, Inc. | 2,410 | $1.27M | 0.04% | +987+69.4% | Added |
| Secure Asset Management, LLC | 2,418 | $1.27M | 0.34% | −38−1.5% | Reduced |
| Arvest Trust Co N A | 2,423 | $1.28M | 0.08% | +147+6.5% | Added |
| Arbor Trust Wealth Advisors, LLC | 2,423 | $1.28M | 0.76% | +569+30.7% | Added |
| Seven Eight Capital, LP | 2,431 | $1.28M | 0.15% | +2,431 | New |
| First Financial Corp | 2,432 | $1.28M | 0.65% | −12−0.5% | Reduced |
| HTLF Bank | 2,435 | $1.28M | 0.15% | +2,435 | New |
| Edentree Asset Management Ltd | 2,442 | $1.29M | 0.40% | +2,192+876.8% | Added |
| Onefund, LLC | 2,445 | $1.29M | 1.67% | +2,445 | New |
| Spirit of America Management Corp | 2,450 | $1.29M | 0.28% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 2,461 | $1.30M | 0.48% | +567+29.9% | Added |
| Adirondack Trust Co | 2,626 | $1.30M | 0.56% | −45−1.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 2,468 | $1.30M | 0.14% | −11−0.4% | Reduced |
| Provence Wealth Management Group | 2,468 | $1.30M | 0.70% | +614+33.1% | Added |
| Partners Capital Investment Group, LLP | 2,474 | $1.30M | 0.03% | −2,047−45.3% | Reduced |
| Total Clarity Wealth Management, Inc. | 2,475 | $1.30M | 0.53% | +9+0.4% | Added |
| Brandywine Oak Private Wealth LLC | 2,482 | $1.31M | 0.15% | −39−1.5% | Reduced |
| Arthur M. Cohen & Associates, LLC | 2,487 | $1.31M | 0.31% | −365−12.8% | Reduced |
| California First Leasing Corp | 2,489 | $1.31M | 0.70% | 00.0% | Unchanged |
| Ables, Iannone, Moore & Associates, Inc. | 2,489 | $1.31M | 1.00% | +2,489 | New |
| Capital Market Strategies LLC | 2,491 | $1.31M | 1.14% | −50−2.0% | Reduced |
| Saturna Capital CORP | 2,500 | $1.32M | 0.02% | +208+9.1% | Added |
| Harbert Fund Advisors, Inc. | 2,500 | $1.32M | 0.90% | +2,500 | New |
| SkyOak Wealth, LLC | 2,504 | $1.32M | 0.34% | +45+1.8% | Added |
| Kozak & Associates, Inc. | 2,540 | $1.32M | 0.42% | −901−26.2% | Reduced |