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 |
|---|---|---|---|---|---|
| First National Advisers, LLC | 3,328 | $1.75M | 0.50% | +732+28.2% | Added |
| Prossimo Advisors, LLC | 3,329 | $1.75M | 3.71% | +55+1.7% | Added |
| Benchmark Investment Advisors LLC | 3,347 | $1.76M | 1.63% | −198−5.6% | Reduced |
| Alera Investment Advisors, LLC | 3,349 | $1.76M | 0.23% | +16+0.5% | Added |
| Trust Co of the South | 3,351 | $1.76M | 0.47% | +3,351 | New |
| Rench Wealth Management, Inc. | 3,352 | $1.76M | 0.74% | +1,562+87.3% | Added |
| Advisory Alpha, LLC | 3,352 | $1.76M | 0.08% | +614+22.4% | Added |
| PFW Advisors LLC | 3,357 | $1.77M | 0.56% | +69+2.1% | Added |
| XTX Topco Ltd | 3,368 | $1.77M | 0.39% | +3,368 | New |
| Hunter Associates Investment Management LLC | 3,372 | $1.77M | 0.32% | +100+3.1% | Added |
| MRP Capital Investments, LLC | 3,378 | $1.78M | 1.92% | −3,197−48.6% | Reduced |
| Regal Investment Advisors LLC | 3,379 | $1.78M | 0.13% | +164+5.1% | Added |
| Alta Wealth Advisors LLC | 3,396 | $1.79M | 1.00% | −145−4.1% | Reduced |
| Missouri Trust & Investment Co | 3,397 | $1.79M | 0.72% | +170+5.3% | Added |
| Keudell/Morrison Wealth Management | 3,398 | $1.79M | 0.59% | −141−4.0% | Reduced |
| Glaxis Capital Management, LLC | 3,400 | $1.79M | 6.38% | +3,400 | New |
| Rogco, LP | 3,405 | $1.79M | 0.78% | +1,062+45.3% | Added |
| Trust Investment Advisors | 3,409 | $1.79M | 1.40% | −52−1.5% | Reduced |
| Defined Wealth Management, LLC | 3,416 | $1.80M | 1.38% | +10+0.3% | Added |
| Cedar Brook Financial Partners, LLC | 3,336 | $1.80M | 0.40% | +312+10.3% | Added |
| Fielder Capital Group LLC | 3,426 | $1.80M | 1.09% | +3,426 | New |
| Alpha DNA Investment Management LLC | 3,451 | $1.82M | 1.08% | −646−15.8% | Reduced |
| Pure Financial Advisors, Inc. | 3,459 | $1.82M | 0.06% | +468+15.6% | Added |
| Paulson Wealth Management Inc. | 3,498 | $1.84M | 0.59% | +17+0.5% | Added |
| Nwam LLC | 3,503 | $1.84M | 0.15% | +155+4.6% | Added |
| Scharf Investments, LLC | 3,504 | $1.84M | 0.05% | +155+4.6% | Added |
| Simplify Asset Management Inc. | 3,511 | $1.85M | 0.29% | −1,274−26.6% | Reduced |
| Vanderbilt University | 3,514 | $1.85M | 0.46% | +499+16.6% | Added |
| Evernest Financial Advisors, LLC | 3,515 | $1.85M | 0.94% | +3,515 | New |
| XML Financial, LLC | 3,518 | $1.85M | 0.20% | +221+6.7% | Added |
| Proficio Capital Partners LLC | 3,523 | $1.85M | 0.23% | +82+2.4% | Added |
| IAM Advisory, LLC | 3,529 | $1.86M | 0.58% | +44+1.3% | Added |
| Jacobi Capital Management LLC | 3,534 | $1.86M | 0.19% | +9+0.3% | Added |
| Independent Investors Inc | 3,540 | $1.86M | 0.43% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 3,540 | $1.86M | 0.33% | +2,988+541.3% | Added |
| DT Investment Partners, LLC | 3,709 | $1.87M | 0.20% | −150−3.9% | Reduced |
| Commons Capital, LLC | 3,550 | $1.87M | 2.95% | +81+2.3% | Added |
| SeaCrest Wealth Management, LLC | 3,480 | $1.87M | 0.23% | +380+12.3% | Added |
| Mach-1 Financial Group, Inc. | 3,552 | $1.87M | 0.71% | −704−16.5% | Reduced |
| Heartland Bank & Trust Co | 3,554 | $1.87M | 1.29% | +829+30.4% | Added |
| BCGM Wealth Management, LLC | 3,556 | $1.87M | 0.76% | +60+1.7% | Added |
| Walter & Keenan Financial Consulting Co | 3,591 | $1.89M | 0.68% | −53−1.5% | Reduced |
| Bayesian Capital Management, LP | 3,600 | $1.90M | 0.20% | −7,100−66.4% | Reduced |
| Weaver Capital Management LLC | 3,601 | $1.90M | 0.77% | +3,601 | New |
| Entropy Technologies, LP | 3,604 | $1.90M | 0.35% | +3,604 | New |
| FSM Wealth Advisors, LLC | 3,612 | $1.90M | 0.81% | +15+0.4% | Added |
| Fiduciary Family Office, LLC | 3,615 | $1.90M | 0.83% | +3,615 | New |
| Rede Wealth, LLC | 3,616 | $1.90M | 0.90% | −4−0.1% | Reduced |
| Capital Investment Advisory Services, LLC | 3,629 | $1.91M | 0.18% | −14−0.4% | Reduced |
| Guardian Investment Management | 3,630 | $1.91M | 1.62% | +3,630 | New |
| Eudaimonia Partners, LLC | 3,636 | $1.91M | 0.50% | −1,790−33.0% | Reduced |
| Northern Financial Advisors Inc | 3,636 | $1.91M | 1.61% | +237+7.0% | Added |
| Vista Investment Management | 3,643 | $1.92M | 0.89% | −3−0.1% | Reduced |
| IMS Capital Management | 3,644 | $1.92M | 0.94% | +130+3.7% | Added |
| Oakworth Capital, Inc. | 3,646 | $1.92M | 0.15% | −10.0% | Reduced |
| Key Financial Inc | 3,651 | $1.92M | 0.53% | 00.0% | Unchanged |
| Wexford Capital LP | 3,672 | $1.93M | 0.41% | +2,000+119.6% | Added |
| Fiduciary Group LLC | 3,674 | $1.93M | 0.23% | +188+5.4% | Added |
| Legacy Capital Wealth Partners, LLC | 3,675 | $1.93M | 0.55% | −51−1.4% | Reduced |
| Hudson Canyon Capital Management | 3,676 | $1.94M | 1.41% | −79−2.1% | Reduced |
| Strategic Investment Advisors | 3,677 | $1.94M | 0.28% | −220−5.6% | Reduced |
| HMS Capital Management, LLC | 3,680 | $1.94M | 1.19% | −2−0.1% | Reduced |
| Cubist Systematic Strategies, LLC | 3,682 | $1.94M | 0.02% | +2,703+276.1% | Added |
| Goepper Burkhardt LLC | 3,748 | $1.94M | 0.97% | +194+5.5% | Added |
| Crescent Grove Advisors, LLC | 3,700 | $1.95M | 0.22% | −77−2.0% | Reduced |
| Sierra Capital LLC | 3,704 | $1.95M | 0.29% | −57−1.5% | Reduced |
| Cobblestone Capital Advisors LLC | 3,704 | $1.95M | 0.13% | −94−2.5% | Reduced |
| Blueprint Investment Partners LLC | 3,704 | $1.95M | 0.54% | +2,478+202.1% | Added |
| Lokken Investment Group LLC | 3,705 | $1.95M | 1.10% | +1,141+44.5% | Added |
| Buckley Wealth Management, LLC | 3,713 | $1.95M | 0.68% | −48−1.3% | Reduced |
| Main Street Financial Solutions, LLC | 3,740 | $1.97M | 0.25% | +71+1.9% | Added |
| Willner & Heller, LLC | 3,744 | $1.97M | 2.20% | +3,744 | New |
| Whitener Capital Management, Inc. | 3,762 | $1.98M | 0.72% | +322+9.4% | Added |
| Townsend & Associates, Inc | 3,874 | $1.99M | 0.25% | −270−6.5% | Reduced |
| Romano Brothers and Company | 3,801 | $2.00M | 0.30% | −33−0.9% | Reduced |
| Tilt Investment Management Holdings, PBC | 3,801 | $2.00M | 2.16% | −1,125−22.8% | Reduced |
| Doliver Advisors, LP | 3,806 | $2.00M | 0.61% | +16+0.4% | Added |
| Everhart Financial Group, Inc. | 3,811 | $2.01M | 0.71% | +549+16.8% | Added |
| CFO4Life Group, LLC | 3,815 | $2.01M | 0.38% | −29−0.8% | Reduced |
| Fox Hill Wealth Management | 3,816 | $2.01M | 1.54% | +3,816 | New |
| WBI Investments | 3,828 | $2.02M | 0.40% | +3,828 | New |
| BKM Wealth Management, LLC | 3,829 | $2.02M | 0.86% | +3,829 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,835 | $2.02M | 0.93% | +3,835 | New |
| Prestige Wealth Management Group LLC | 3,838 | $2.02M | 0.46% | +208+5.7% | Added |
| Stableford Capital II LLC | 3,752 | $2.02M | 0.87% | −36−1.0% | Reduced |
| Groesbeck Investment Management Corp | 3,846 | $2.02M | 2.80% | 00.0% | Unchanged |
| Highview Capital Management LLC | 3,863 | $2.03M | 1.08% | +50+1.3% | Added |
| Boston Family Office LLC | 3,863 | $2.03M | 0.15% | +165+4.5% | Added |
| US Asset Management LLC | 3,867 | $2.04M | 2.01% | +3,867 | New |
| MidWestOne Financial Group, Inc. | 3,870 | $2.04M | 0.39% | −41−1.0% | Reduced |
| Washburn Capital Management, Inc. | 3,872 | $2.04M | 1.53% | +500+14.8% | Added |
| Chicago Capital, LLC | 3,874 | $2.04M | 0.07% | +2,462+174.4% | Added |
| Dover Advisors, LLC | 3,876 | $2.04M | 2.68% | −1,411−26.7% | Reduced |
| Platform Technology Partners | 3,947 | $2.04M | 0.79% | −1,256−24.1% | Reduced |
| Joseph Group Capital Management | 3,887 | $2.05M | 1.19% | +163+4.4% | Added |
| Snider Financial Group | 3,888 | $2.05M | 0.94% | +174+4.7% | Added |
| Strategic Blueprint, LLC | 3,897 | $2.05M | 0.17% | +30+0.8% | Added |
| Mission Creek Capital Partners, Inc. | 3,900 | $2.05M | 0.53% | +342+9.6% | Added |
| Pettee Investors, Inc. | 3,902 | $2.05M | 0.91% | +460+13.4% | Added |
| Pictet Bank & Trust Ltd | 3,905 | $2.06M | 2.08% | −893−18.6% | Reduced |