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 |
|---|---|---|---|---|---|
| MGB Wealth Management, LLC | 3,908 | $2.06M | 1.03% | +3,908 | New |
| Sage Mountain Advisors LLC | 3,922 | $2.06M | 0.24% | +394+11.2% | Added |
| Redhawk Wealth Advisors, Inc. | 3,945 | $2.08M | 0.41% | +3,547+891.2% | Added |
| Mayflower Financial Advisors, LLC | 3,965 | $2.09M | 0.29% | +150+3.9% | Added |
| Herold Advisors, Inc. | 3,966 | $2.09M | 0.58% | 00.0% | Unchanged |
| First Nebraska Trust Co | 3,970 | $2.09M | 0.24% | −25−0.6% | Reduced |
| Quent Capital, LLC | 3,979 | $2.09M | 0.28% | +345+9.5% | Added |
| Gilliland Jeter Wealth Management LLC | 3,982 | $2.10M | 0.87% | +3,982 | New |
| Aries Wealth Management | 3,984 | $2.10M | 0.75% | +47+1.2% | Added |
| Monetta Financial Services Inc | 4,000 | $2.11M | 2.01% | 00.0% | Unchanged |
| Viking Fund Management LLC | 4,000 | $2.11M | 0.41% | 00.0% | Unchanged |
| Waycross Partners, LLC | 4,000 | $2.11M | 0.39% | 00.0% | Unchanged |
| Tobam | 4,003 | $2.11M | 0.18% | −864−17.8% | Reduced |
| KLCM Advisors, Inc. | 4,010 | $2.11M | 0.33% | +1,196+42.5% | Added |
| Keel Point, LLC | 4,011 | $2.11M | 0.25% | +176+4.6% | Added |
| NVWM, LLC | 4,015 | $2.11M | 0.63% | −46−1.1% | Reduced |
| Infrastructure Capital Advisors, LLC | 4,022 | $2.12M | 0.33% | +4,022 | New |
| CIC Wealth, LLC | 4,023 | $2.12M | 0.67% | −727−15.3% | Reduced |
| Second Line Capital, LLC | 4,023 | $2.12M | 0.85% | +4,023 | New |
| M&G Investments (USA) Inc. | 4,028 | $2.12M | 2.09% | +4,028 | New |
| Creegan & Nassoura Financial Group, LLC | 4,035 | $2.12M | 1.54% | −25−0.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 3,984 | $2.13M | 0.52% | +2,764+226.6% | Added |
| Greater Midwest Financial Group, LLC | 4,041 | $2.13M | 1.45% | +4,041 | New |
| Ahl Investment Management, Inc. | 4,042 | $2.13M | 1.74% | +5+0.1% | Added |
| Paralel Advisors LLC | 4,047 | $2.13M | 0.11% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 4,051 | $2.13M | 0.81% | +573+16.5% | Added |
| Catalyst Financial Partners LLC | 4,071 | $2.14M | 0.61% | +232+6.0% | Added |
| Lincluden Management Ltd | 4,072 | $2.14M | 0.26% | −49−1.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,190 | $2.14M | 0.02% | −115−2.7% | Reduced |
| Opal Wealth Advisors, LLC | 4,081 | $2.15M | 0.85% | −20.0% | Reduced |
| Twinbeech Capital LP | 4,088 | $2.15M | 0.03% | +4,088 | New |
| Triangle Securities Wealth Management | 4,107 | $2.16M | 0.67% | −43−1.0% | Reduced |
| Northcape Wealth Management, LLC | 4,112 | $2.16M | 0.78% | −4−0.1% | Reduced |
| Stablepoint Partners, LLC | 4,112 | $2.16M | 0.55% | +4,112 | New |
| Lawson Kroeker Investment Management Inc | 4,116 | $2.17M | 0.44% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 4,116 | $2.17M | 0.50% | −16−0.4% | Reduced |
| Morris Retirement Advisors, LLC | 4,119 | $2.17M | 1.43% | +1,180+40.1% | Added |
| Canopy Partners, LLC | 4,122 | $2.17M | 1.32% | +4,122 | New |
| Revolve Wealth Partners, LLC | 4,133 | $2.18M | 0.42% | −553−11.8% | Reduced |
| Iyo Bank, Ltd. | 4,140 | $2.18M | 1.03% | +990+31.4% | Added |
| Quadcap Wealth Management, LLC | 4,147 | $2.18M | 0.56% | +4,147 | New |
| First Business Financial Services, Inc. | 4,158 | $2.19M | 0.25% | +80+2.0% | Added |
| Certified Advisory Corp | 4,164 | $2.19M | 0.33% | −39,436−90.4% | Reduced |
| Ronald Blue Trust, Inc. | 4,352 | $2.19M | 0.04% | +457+11.7% | Added |
| Symmetry Investments LP | 4,200 | $2.21M | 0.40% | +4,200 | New |
| Applied Capital LLC | 4,203 | $2.21M | 2.04% | −293−6.5% | Reduced |
| Courier Capital LLC | 4,205 | $2.21M | 0.17% | +8+0.2% | Added |
| Oarsman Capital, Inc. | 4,219 | $2.22M | 0.59% | +138+3.4% | Added |
| Fiat Wealth Management LLC | 4,227 | $2.23M | 28.16% | +4,227 | New |
| Altfest L J & Co Inc | 4,233 | $2.23M | 0.32% | +335+8.6% | Added |
| Court Place Advisors, LLC | 4,234 | $2.23M | 0.73% | +50+1.2% | Added |
| Menard Financial Group LLC | 4,238 | $2.23M | 2.77% | −6−0.1% | Reduced |
| Boomfish Wealth Group, LLC | 4,239 | $2.23M | 1.61% | +4,239 | New |
| Engineers Gate Manager LP | 4,242 | $2.23M | 0.06% | +4,242 | New |
| L.M. Kohn & Company | 4,246 | $2.24M | 0.71% | +318+8.1% | Added |
| Schear Investment Advisers, LLC | 4,255 | $2.24M | 2.16% | +28+0.7% | Added |
| Oak Associates, Ltd | 4,269 | $2.25M | 0.17% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 4,272 | $2.25M | 1.53% | −373−8.0% | Reduced |
| 9258 Wealth Management, LLC | 4,273 | $2.25M | 0.40% | +290+7.3% | Added |
| Prosperity Consulting Group, LLC | 4,286 | $2.26M | 0.76% | +537+14.3% | Added |
| Cahill Financial Advisors Inc | 4,286 | $2.26M | 0.33% | +14+0.3% | Added |
| Worth Asset Management, LLC | 4,296 | $2.26M | 1.62% | +3,666+581.9% | Added |
| Frisch Financial Group, Inc. | 4,301 | $2.26M | 0.85% | +200+4.9% | Added |
| StrongBox Wealth, LLC | 4,310 | $2.27M | 1.32% | −134−3.0% | Reduced |
| Continuum Advisory, LLC | 4,331 | $2.28M | 0.32% | −273−5.9% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 4,337 | $2.28M | 0.69% | −55−1.3% | Reduced |
| IFG Advisory, LLC | 4,345 | $2.29M | 0.17% | +153+3.6% | Added |
| Baker Avenue Asset Management, LP | 4,365 | $2.30M | 0.10% | +3,146+258.1% | Added |
| Ledge Wealth Management, Inc. | 4,371 | $2.30M | 0.89% | −117−2.6% | Reduced |
| Left Brain Wealth Management, LLC | 4,385 | $2.31M | 1.33% | +536+13.9% | Added |
| SWS Partners | 4,396 | $2.31M | 0.75% | −372−7.8% | Reduced |
| Glassman Wealth Services | 4,399 | $2.32M | 0.33% | −36−0.8% | Reduced |
| Norden Group LLC | 4,410 | $2.32M | 0.40% | −1,973−30.9% | Reduced |
| Cidel Asset Management Inc | 4,410 | $2.32M | 0.10% | +4,410 | New |
| Personal Cfo Solutions, LLC | 4,414 | $2.32M | 0.40% | −25−0.6% | Reduced |
| Beaumont Financial Advisors, LLC | 4,419 | $2.33M | 0.21% | −272−5.8% | Reduced |
| Wellington Wealth Strategies, LLC. | 4,425 | $2.33M | 2.03% | +4,425 | New |
| Accretive Wealth Partners, LLC | 4,437 | $2.34M | 1.12% | +16+0.4% | Added |
| Kathmere Capital Management, LLC | 4,456 | $2.35M | 0.30% | +155+3.6% | Added |
| Davidson Capital Management Inc. | 4,456 | $2.35M | 0.85% | +99+2.3% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 4,467 | $2.35M | 0.05% | +2,880+181.5% | Added |
| Freedom Day Solutions, LLC | 4,469 | $2.35M | 0.92% | −55−1.2% | Reduced |
| International Assets Investment Management, LLC | 4,468 | $2.35M | 0.30% | +85+1.9% | Added |
| Optas, LLC | 4,474 | $2.36M | 0.71% | +27+0.6% | Added |
| Core Wealth Advisors, Inc. | 4,485 | $2.36M | 0.87% | +13+0.3% | Added |
| Magnus Financial Group LLC | 4,486 | $2.36M | 0.31% | +331+8.0% | Added |
| Arete Wealth Advisors, LLC | 4,489 | $2.36M | 0.18% | +4,489 | New |
| Roof Eidam & Maycock | 4,490 | $2.36M | 0.71% | −80−1.8% | Reduced |
| Alternative Investment Advisors, LLC. | 4,494 | $2.37M | 1.54% | −15−0.3% | Reduced |
| Voya Financial Advisors, Inc. | 4,520 | $2.37M | 0.29% | −41−0.9% | Reduced |
| IMA Wealth, Inc. | 4,511 | $2.37M | 1.19% | −539−10.7% | Reduced |
| SilverOak Wealth Management LLC | 4,730 | $2.38M | 0.64% | +4,730 | New |
| Trust Point Inc. | 4,519 | $2.38M | 0.20% | +4,519 | New |
| Park Place Capital Corp | 4,548 | $2.39M | 0.95% | −482−9.6% | Reduced |
| Marvin & Palmer Associates Inc | 4,550 | $2.40M | 2.67% | +4,550 | New |
| Confluence Wealth Services, Inc. | 4,552 | $2.40M | 0.26% | +422+10.2% | Added |
| Counterweight Ventures, LLC | 4,556 | $2.40M | 2.18% | +4,556 | New |
| Advisor Resource Council | 4,559 | $2.40M | 0.28% | +3,721+444.0% | Added |
| Criterion Capital Advisors, LLC | 4,570 | $2.41M | 1.75% | +4,570 | New |
| Aft, Forsyth & Sober, LLC | 4,575 | $2.41M | 0.93% | 00.0% | Unchanged |