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 |
|---|---|---|---|---|---|
| LM Advisors LLC | 2,859 | $1.50M | 0.30% | +2,859 | New |
| LVM Capital Management Ltd | 2,861 | $1.51M | 0.19% | 00.0% | Unchanged |
| MBL Wealth, LLC | 2,865 | $1.51M | 0.19% | +182+6.8% | Added |
| Wealth Management Partners, LLC | 2,870 | $1.51M | 0.84% | +10+0.3% | Added |
| Altman Advisors, Inc. | 2,872 | $1.51M | 0.79% | +15+0.5% | Added |
| Diversified, LLC | 2,879 | $1.52M | 0.33% | +134+4.9% | Added |
| GoalVest Advisory LLC | 2,883 | $1.52M | 0.67% | −96−3.2% | Reduced |
| Sand Hill Global Advisors, LLC | 2,895 | $1.52M | 0.07% | −24−0.8% | Reduced |
| Midland Wealth Advisors LLC | 2,896 | $1.52M | 0.10% | +2,896 | New |
| Wellington Shields Capital Management, LLC | 2,902 | $1.53M | 0.19% | +2,335+411.8% | Added |
| KPP Advisory Services LLC | 2,903 | $1.53M | 1.34% | −495−14.6% | Reduced |
| Edge Capital Group, LLC | 2,906 | $1.53M | 0.09% | +29+1.0% | Added |
| Orrstown Financial Services Inc | 2,907 | $1.53M | 1.22% | +2,907 | New |
| Monument Capital Management | 2,913 | $1.53M | 0.49% | +230+8.6% | Added |
| FirstPurpose Wealth LLC | 2,915 | $1.53M | 0.58% | +37+1.3% | Added |
| Leisure Capital Management | 2,916 | $1.54M | 0.83% | −590−16.8% | Reduced |
| First Financial Bank - Trust Division | 2,920 | $1.54M | 0.16% | −64−2.1% | Reduced |
| Planning Center, Inc. | 2,927 | $1.54M | 0.36% | −10.0% | Reduced |
| Cornerstone Advisory, LLC | 2,930 | $1.54M | 0.24% | +132+4.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 2,936 | $1.54M | 0.51% | −40−1.3% | Reduced |
| Arbor Capital Management Inc | 2,853 | $1.55M | 1.16% | −42−1.5% | Reduced |
| Enterprise Financial Services Corp | 2,957 | $1.56M | 0.95% | +17+0.6% | Added |
| JPL Wealth Management, LLC | 2,960 | $1.56M | 1.12% | +2,960 | New |
| Legacy Bridge, LLC | 2,960 | $1.56M | 1.01% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 2,963 | $1.56M | 0.10% | −125−4.0% | Reduced |
| Wealth Effects LLC | 2,971 | $1.56M | 0.59% | +53+1.8% | Added |
| FinTrust Capital Advisors, LLC | 2,975 | $1.57M | 0.31% | −94−3.1% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $1.58M | 0.55% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 3,001 | $1.58M | 0.00% | +299+11.1% | Added |
| Signature Wealth Management Group | 3,004 | $1.58M | 0.73% | +3,004 | New |
| Golden State Equity Partners | 3,006 | $1.58M | 0.38% | −224−6.9% | Reduced |
| Fortis Capital Management LLC | 3,014 | $1.59M | 0.41% | +311+11.5% | Added |
| Tiemann Investment Advisors, LLC | 3,019 | $1.59M | 0.77% | +80+2.7% | Added |
| Delta Financial Advisors LLC | 3,030 | $1.59M | 0.69% | −791−20.7% | Reduced |
| Heritage Wealth Management, LLC | 3,039 | $1.60M | 0.87% | +3,039 | New |
| Tolleson Wealth Management, Inc. | 3,040 | $1.60M | 0.33% | +11+0.4% | Added |
| Central Valley Advisors, LLC | 3,042 | $1.60M | 0.94% | +3,042 | New |
| Patton Albertson Miller Group, LLC | 3,041 | $1.60M | 0.27% | +150+5.2% | Added |
| Yarbrough Capital, LLC | 3,043 | $1.60M | 0.08% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 3,047 | $1.60M | 0.52% | +3,047 | New |
| Westhampton Capital, LLC | 3,054 | $1.61M | 0.96% | −13−0.4% | Reduced |
| Samalin Investment Counsel, LLC | 3,057 | $1.61M | 0.81% | −8−0.3% | Reduced |
| One Capital Management, LLC | 3,058 | $1.61M | 0.06% | −63−2.0% | Reduced |
| FCG Investment Co | 3,064 | $1.61M | 1.58% | +3,064 | New |
| Financial Network Wealth Management LLC | 3,066 | $1.61M | 0.70% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 3,074 | $1.62M | 0.40% | −129−4.0% | Reduced |
| Beacon Financial Group | 3,078 | $1.62M | 0.20% | +404+15.1% | Added |
| Pacific Capital Partners Ltd | 3,080 | $1.62M | 1.22% | 00.0% | Unchanged |
| Smith, Salley & Associates | 3,082 | $1.62M | 0.10% | +120+4.1% | Added |
| Scissortail Wealth Management, LLC | 3,221 | $1.63M | 0.51% | +3,221 | New |
| MWA Asset Management | 3,088 | $1.63M | 1.34% | +21+0.7% | Added |
| Ar Asset Management Inc | 3,090 | $1.63M | 0.43% | 00.0% | Unchanged |
| First County Bank | 3,094 | $1.63M | 0.79% | −43−1.4% | Reduced |
| Cullen Investment Group, Ltd. | 3,096 | $1.63M | 0.29% | +3,096 | New |
| Vectors Research Management, LLC | 3,080 | $1.63M | 0.46% | +23+0.8% | Added |
| Privium Fund Management (UK) Ltd | 3,026 | $1.63M | 1.11% | −1,950−39.2% | Reduced |
| EverSource Wealth Advisors, LLC | 3,101 | $1.63M | 0.15% | +200+6.9% | Added |
| Tilia Fiduciary Partners, Inc. | 3,108 | $1.64M | 1.52% | +81+2.7% | Added |
| BKD Wealth Advisors, LLC | 3,108 | $1.64M | 0.05% | −198−6.0% | Reduced |
| Mechanics Financial Corp | 3,115 | $1.64M | 0.92% | −2−0.1% | Reduced |
| Lavaca Capital LLC | 3,119 | $1.64M | 1.00% | −6,529−67.7% | Reduced |
| BigSur Wealth Management LLC | 3,123 | $1.64M | 0.78% | −16−0.5% | Reduced |
| KC Investment Advisors, LLC | 3,124 | $1.64M | 0.99% | −200−6.0% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 3,126 | $1.65M | 1.61% | −10−0.3% | Reduced |
| Intrua Financial, LLC | 3,136 | $1.65M | 0.26% | +240+8.3% | Added |
| Ironwood Investment Counsel, LLC | 3,139 | $1.65M | 0.31% | −119−3.7% | Reduced |
| Lee Financial Co | 3,142 | $1.65M | 0.29% | +5+0.2% | Added |
| Sterling Investment Counsel, LLC | 3,145 | $1.66M | 0.85% | −92−2.8% | Reduced |
| Invera Wealth Advisors, LLC | 3,148 | $1.66M | 1.04% | +3,148 | New |
| Empire Financial Management Company, LLC | 3,149 | $1.66M | 0.65% | +2,425+334.9% | Added |
| Institute for Wealth Management, LLC. | 3,152 | $1.66M | 0.27% | −15−0.5% | Reduced |
| Brand Asset Management Group, Inc. | 3,162 | $1.66M | 0.76% | +109+3.6% | Added |
| Colonial River Wealth Management, LLC | 3,166 | $1.67M | 0.99% | +733+30.1% | Added |
| S. R. Schill & Associates | 3,168 | $1.67M | 0.74% | −98−3.0% | Reduced |
| Brendel Financial Advisors LLC | 3,170 | $1.67M | 1.09% | +3,170 | New |
| Palumbo Wealth Management LLC | 3,172 | $1.67M | 0.85% | −167−5.0% | Reduced |
| Prosperitas Financial LLC | 3,175 | $1.67M | 1.23% | +249+8.5% | Added |
| Mason & Associates Inc | 3,177 | $1.67M | 0.49% | −86−2.6% | Reduced |
| Wealth Alliance Advisory Group, LLC | 3,179 | $1.67M | 0.44% | +619+24.2% | Added |
| Allstate Corp | 3,206 | $1.69M | 0.12% | −182−5.4% | Reduced |
| OneAscent Financial Services LLC | 3,208 | $1.69M | 0.21% | +169+5.6% | Added |
| Foster Group, Inc. | 3,353 | $1.69M | 0.10% | 00.0% | Unchanged |
| Laraway Financial Inc | 3,219 | $1.69M | 1.61% | −74−2.2% | Reduced |
| Jump Financial, LLC | 3,219 | $1.69M | 0.05% | +3,219 | New |
| Zullo Investment Group, Inc. | 3,222 | $1.70M | 0.87% | +55+1.7% | Added |
| Ramirez Asset Management, Inc. | 3,240 | $1.71M | 0.35% | 00.0% | Unchanged |
| Matrix Trust Co | 3,242 | $1.71M | 0.40% | +3,242 | New |
| Ellevest, Inc. | 3,246 | $1.71M | 0.12% | +186+6.1% | Added |
| Moss Adams Wealth Advisors LLC | 3,282 | $1.73M | 0.36% | +185+6.0% | Added |
| Ifrah Financial Services, Inc. | 3,282 | $1.73M | 0.51% | −271−7.6% | Reduced |
| Investment Advisory Services Inc | 3,288 | $1.73M | 0.68% | +32+1.0% | Added |
| Money Concepts Capital Corp | 3,282 | $1.73M | 0.16% | −239−6.8% | Reduced |
| Westbourne Investment Advisors, Inc. | 3,296 | $1.74M | 0.69% | −35−1.1% | Reduced |
| CSU Producer Resources, Inc. | 3,300 | $1.74M | 6.10% | 00.0% | Unchanged |
| Paragon Advisors, LLC | 3,300 | $1.74M | 0.73% | +43+1.3% | Added |
| ORBA Wealth Advisors, L.L.C. | 3,307 | $1.74M | 1.04% | +3,307 | New |
| Synergy Financial Management, LLC | 3,307 | $1.74M | 0.31% | −13,770−80.6% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 3,316 | $1.75M | 0.81% | +216+7.0% | Added |
| Cito Capital Group, LLC | 3,326 | $1.75M | 0.75% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 3,326 | $1.75M | 0.30% | +75+2.3% | Added |