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 |
|---|---|---|---|---|---|
| CVA Family Office, LLC | 2,507 | $1.32M | 0.26% | +47+1.9% | Added |
| Nabity-Jensen Investment Management Inc | 2,507 | $1.32M | 1.19% | +2,507 | New |
| Summit Financial Wealth Advisors, LLC | 2,511 | $1.32M | 0.30% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 2,577 | $1.32M | 0.06% | −40−1.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 2,514 | $1.32M | 0.08% | +126+5.3% | Added |
| Convergence Investment Partners, LLC | 2,521 | $1.33M | 0.69% | +107+4.4% | Added |
| St. Johns Investment Management Company, LLC | 2,524 | $1.33M | 0.68% | −207−7.6% | Reduced |
| Kolinsky Wealth Management, LLC | 2,538 | $1.34M | 1.18% | −14−0.5% | Reduced |
| Essex Savings Bank | 2,540 | $1.34M | 0.39% | +285+12.6% | Added |
| Buckingham Strategic Partners | 2,543 | $1.34M | 0.06% | −630−19.9% | Reduced |
| Western Financial Corp | 2,544 | $1.34M | 0.90% | +839+49.2% | Added |
| Measured Wealth Private Client Group, LLC | 2,549 | $1.34M | 0.49% | +5+0.2% | Added |
| Sunpointe, LLC | 2,553 | $1.34M | 1.71% | +2,553 | New |
| Corundum Group, Inc. | 2,558 | $1.35M | 0.68% | +85+3.4% | Added |
| Nicolet Bankshares Inc | 2,561 | $1.35M | 0.36% | +125+5.1% | Added |
| KRS Capital Management, LLC | 2,564 | $1.35M | 1.26% | +7+0.3% | Added |
| Sendero Wealth Management, LLC | 2,567 | $1.35M | 0.25% | +103+4.2% | Added |
| United Community Bank | 2,568 | $1.35M | 0.57% | −162−5.9% | Reduced |
| CFM Wealth Partners LLC | 2,572 | $1.35M | 0.31% | +33+1.3% | Added |
| Virtue Capital Management, LLC | – | $1.35M | 0.27% | – | – |
| Everett Harris & Co | 2,573 | $1.35M | 0.02% | −26−1.0% | Reduced |
| Gitterman Wealth Management, LLC | 2,577 | $1.36M | 0.60% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,582 | $1.36M | 0.11% | +55+2.2% | Added |
| Crawford Investment Counsel Inc | 2,585 | $1.36M | 0.03% | +53+2.1% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 2,586 | $1.36M | 0.61% | +2,586 | New |
| Wolf Group Capital Advisors | 2,834 | $1.36M | 0.65% | −14−0.5% | Reduced |
| Wilson & Boucher Capital Management, LLC | 2,589 | $1.36M | 1.15% | 00.0% | Unchanged |
| Archer Investment Corp | 2,593 | $1.37M | 0.44% | +106+4.3% | Added |
| Alta Advisers Ltd | 2,600 | $1.37M | 0.73% | 00.0% | Unchanged |
| Tandem Capital Management Corp | 2,604 | $1.37M | 0.85% | −91−3.4% | Reduced |
| Childress Capital Advisors, LLC | 2,608 | $1.37M | 0.41% | −87−3.2% | Reduced |
| Meridian Financial Partners LLC | 2,664 | $1.38M | 1.41% | −3−0.1% | Reduced |
| Investment Partners, Ltd. | 2,618 | $1.38M | 0.68% | −4−0.2% | Reduced |
| Evermay Wealth Management LLC | 2,624 | $1.38M | 0.26% | −737−21.9% | Reduced |
| Riverview Trust Co | 2,629 | $1.38M | 1.41% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 2,629 | $1.38M | 0.07% | +50+1.9% | Added |
| Northeast Investment Management | 2,630 | $1.38M | 0.07% | −2,380−47.5% | Reduced |
| Mirabella Financial Services LLP | 2,633 | $1.39M | 0.20% | +2,633 | New |
| Cladis Investment Advisory, LLC | 2,639 | $1.39M | 1.09% | −15−0.6% | Reduced |
| White Lighthouse Investment Management Inc. | 2,640 | $1.39M | 0.30% | −10−0.4% | Reduced |
| Northeast Financial Group, Inc. | 2,644 | $1.39M | 0.68% | −1,074−28.9% | Reduced |
| Atlas Capital Advisors LLC | 2,648 | $1.39M | 0.20% | −8−0.3% | Reduced |
| First National Bank of Hutchinson | 2,666 | $1.40M | 1.01% | −26−1.0% | Reduced |
| Apeiron RIA LLC | 2,671 | $1.41M | 0.44% | +44+1.7% | Added |
| LaFleur & Godfrey LLC | 2,672 | $1.41M | 0.21% | −288−9.7% | Reduced |
| Perennial Investment Advisors, LLC | 2,674 | $1.41M | 0.23% | −3−0.1% | Reduced |
| Financial Advisors Network, Inc. | 2,678 | $1.41M | 0.28% | +93+3.6% | Added |
| Droms Strauss Advisors Inc | 2,678 | $1.41M | 0.55% | −24−0.9% | Reduced |
| Camden Capital, LLC | 2,682 | $1.41M | 0.14% | −100−3.6% | Reduced |
| RMR Wealth Builders | 2,682 | $1.41M | 0.20% | +370+16.0% | Added |
| Syntegra Private Wealth Group, LLC | 2,689 | $1.42M | 0.20% | +173+6.9% | Added |
| Stokes Family Office, LLC | 2,690 | $1.42M | 0.19% | −4,158−60.7% | Reduced |
| Garrison Point Advisors, LLC | 2,693 | $1.42M | 1.00% | 00.0% | Unchanged |
| TLWM | 2,695 | $1.42M | 0.34% | −4−0.1% | Reduced |
| Caldwell Investment Management Ltd. | 2,690 | $1.42M | 1.09% | 00.0% | Unchanged |
| Codex Capital, L.L.C. | 2,700 | $1.42M | 0.83% | 00.0% | Unchanged |
| ERn Financial, LLC | 2,759 | $1.42M | 0.27% | +128+4.9% | Added |
| Hillsdale Investment Management Inc. | 2,707 | $1.43M | 0.12% | −10−0.4% | Reduced |
| Beck Capital Management, LLC | 2,708 | $1.43M | 0.49% | +2,708 | New |
| Crestwood Advisors Group LLC | 2,710 | $1.43M | 0.03% | +299+12.4% | Added |
| Aaron Wealth Advisors | 2,712 | $1.43M | 0.24% | +324+13.6% | Added |
| KFA Private Wealth Group, LLC | 2,715 | $1.43M | 0.51% | +21+0.8% | Added |
| Van Den Berg Management I, Inc | 2,719 | $1.43M | 0.48% | −17−0.6% | Reduced |
| Covenant Partners, LLC | 2,725 | $1.43M | 0.45% | −10−0.4% | Reduced |
| DGS Capital Management, LLC | 2,726 | $1.44M | 0.55% | +163+6.4% | Added |
| Live Oak Investment Partners | – | $1.44M | 1.31% | – | – |
| Oak Hill Wealth Advisors, LLC | 2,737 | $1.44M | 0.50% | −43−1.5% | Reduced |
| Financial Insights, Inc. | 2,738 | $1.44M | 0.45% | +92+3.5% | Added |
| Wallace Advisory Group, LLC | 2,874 | $1.45M | 1.13% | +78+2.8% | Added |
| Bluesphere Advisors, LLC | 2,754 | $1.45M | 0.90% | +140+5.4% | Added |
| Kensington Investment Counsel, LLC | 2,758 | $1.45M | 0.76% | −29−1.0% | Reduced |
| CFS Investment Advisory Services, LLC | 2,760 | $1.45M | 0.26% | +979+55.0% | Added |
| Ellis Investment Partners, LLC | 2,768 | $1.46M | 0.34% | −45−1.6% | Reduced |
| Charles Schwab Trust Co | 2,772 | $1.46M | 0.14% | +416+17.7% | Added |
| Castle Rock Wealth Management, LLC | 2,714 | $1.46M | 0.44% | +199+7.9% | Added |
| CNB Bank | 2,777 | $1.46M | 0.79% | +94+3.5% | Added |
| Sivia Capital Partners, LLC | 2,777 | $1.46M | 1.11% | +2,777 | New |
| Pennsylvania Capital Management Inc | 2,793 | $1.47M | 0.58% | −124−4.3% | Reduced |
| Humankind Investments LLC | 2,796 | $1.47M | 0.44% | −234−7.7% | Reduced |
| Astoria Portfolio Advisors LLC. | 2,886 | $1.47M | 0.60% | +1,002+53.2% | Added |
| OV Management LLC | 2,800 | $1.47M | 1.22% | +2,800 | New |
| Baldwin Brothers Inc | 2,801 | $1.47M | 0.12% | +61+2.2% | Added |
| Baldwin Investment Management, LLC | 2,801 | $1.47M | 0.23% | +160+6.1% | Added |
| Hoey Investments, Inc | 2,802 | $1.48M | 0.42% | −201−6.7% | Reduced |
| Cambridge Advisors Inc. | 2,807 | $1.48M | 0.37% | −200−6.7% | Reduced |
| Absolute Capital Management, LLC | 2,808 | $1.48M | 1.34% | −2−0.1% | Reduced |
| Qsemble Capital Management, LP | 2,809 | $1.48M | 0.37% | +2,809 | New |
| BancorpSouth Bank | 2,820 | $1.48M | 0.12% | −16−0.6% | Reduced |
| Bremer Bank National Association | 2,820 | $1.48M | 0.28% | +190+7.2% | Added |
| V-Square Quantitative Management LLC | 2,824 | $1.49M | 0.35% | +726+34.6% | Added |
| Bank of Stockton | 2,954 | $1.49M | 0.49% | −157−5.0% | Reduced |
| Stonebrook Private Inc. | 2,826 | $1.49M | 0.50% | +2,826 | New |
| Cim Investment Mangement Inc | 2,839 | $1.49M | 0.48% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 2,841 | $1.50M | 0.13% | +288+11.3% | Added |
| Benjamin Edwards Inc | 2,845 | $1.50M | 0.33% | −101−3.4% | Reduced |
| Kingfisher Capital LLC | 2,845 | $1.50M | 0.39% | −30−1.0% | Reduced |
| Trail Ridge Investment Advisors, LLC | 2,850 | $1.50M | 0.92% | −24−0.8% | Reduced |
| Cahaba Wealth Management, Inc. | 2,851 | $1.50M | 0.15% | −54−1.9% | Reduced |
| E&G Advisors, LP | 2,852 | $1.50M | 0.53% | +2+0.1% | Added |
| Sargent Investment Group, LLC | 2,857 | $1.50M | 0.33% | +271+10.5% | Added |