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 |
|---|---|---|---|---|---|
| Lake Street Financial LLC | 4,581 | $2.41M | 0.38% | −563−10.9% | Reduced |
| Radnor Capital Management, LLC | 4,584 | $2.41M | 0.45% | −200−4.2% | Reduced |
| Oak Asset Management, LLC | 4,595 | $2.42M | 0.96% | 00.0% | Unchanged |
| WP Advisors, LLC | 4,595 | $2.42M | 0.90% | +47+1.0% | Added |
| Bank Hapoalim BM | 4,610 | $2.43M | 0.33% | −274−5.6% | Reduced |
| KKM Financial LLC | 4,625 | $2.43M | 1.53% | +4,625 | New |
| Harvey Investment Co LLC | 4,631 | $2.44M | 0.29% | −145−3.0% | Reduced |
| GAMMA Investing LLC | 4,771 | $2.44M | 0.66% | +4,771 | New |
| Cape Ann Savings Bank | 4,773 | $2.44M | 1.61% | −54−1.1% | Reduced |
| Hartford Funds Management Co LLC | 4,645 | $2.45M | 0.24% | +896+23.9% | Added |
| Hartford Financial Management Inc. | 4,648 | $2.45M | 0.55% | −18−0.4% | Reduced |
| Marion Wealth Management | 4,651 | $2.45M | 0.78% | +88+1.9% | Added |
| McDonald Partners LLC | 4,662 | $2.45M | 0.73% | +40+0.9% | Added |
| Harfst & Associates, Inc. | 4,688 | $2.47M | 0.65% | −102−2.1% | Reduced |
| Conscious Wealth Investments, LLC | 5,021 | $2.48M | 1.98% | +5,021 | New |
| Palouse Capital Management, Inc. | 4,712 | $2.48M | 1.75% | −133−2.7% | Reduced |
| Concord Asset Management, LLC | 4,724 | $2.49M | 0.73% | +1,717+57.1% | Added |
| Monte Financial Group, LLC | 4,725 | $2.49M | 1.16% | −33−0.7% | Reduced |
| Fukoku Mutual Life Insurance Co | 4,735 | $2.49M | 0.21% | −1,635−25.7% | Reduced |
| Napa Wealth Management | 4,739 | $2.49M | 1.35% | +4,739 | New |
| Welch & Forbes LLC | 4,769 | $2.51M | 0.04% | −245−4.9% | Reduced |
| Ingalls & Snyder LLC | 4,774 | $2.51M | 0.11% | −70−1.4% | Reduced |
| Alaethes Wealth LLC | 4,777 | $2.51M | 1.19% | +131+2.8% | Added |
| Kovack Advisors, Inc. | 4,780 | $2.52M | 0.30% | −171−3.5% | Reduced |
| Concord Wealth Partners | 4,790 | $2.52M | 0.50% | +1,379+40.4% | Added |
| Parsons Capital Management Inc | 4,798 | $2.53M | 0.18% | +455+10.5% | Added |
| Strategic Planning Group, LLC | 4,813 | $2.53M | 0.84% | +4,813 | New |
| Hartline Investment Corp | 4,828 | $2.54M | 0.41% | +3+0.1% | Added |
| Mesirow Financial Investment Management, Inc. | 47,809 | $2.55M | 0.09% | +47,809 | New |
| Finivi Inc. | 4,841 | $2.55M | 2.49% | +4,841 | New |
| Ameliora Wealth Management Ltd. | 4,842 | $2.55M | 1.27% | +808+20.0% | Added |
| Financial Advocates Investment Management | 4,859 | $2.56M | 0.17% | +205+4.4% | Added |
| PDS Planning, Inc | 4,860 | $2.56M | 0.29% | +22+0.5% | Added |
| Fosun International Ltd | 4,869 | $2.56M | 0.52% | −2,360−32.6% | Reduced |
| Steward Partners Investment Solutions, LLC | 4,871 | $2.56M | 1.07% | +4,871 | New |
| Country Club Bank | 4,891 | $2.57M | 0.19% | −288−5.6% | Reduced |
| Sunbelt Securities, Inc. | 4,885 | $2.57M | 0.32% | +76+1.6% | Added |
| Tyche Wealth Partners LLC | 4,895 | $2.58M | 0.62% | +4,895 | New |
| InterOcean Capital Group, LLC | 4,904 | $2.58M | 0.07% | +573+13.2% | Added |
| Ami Investment Management Inc | 4,905 | $2.58M | 1.05% | −303−5.8% | Reduced |
| Redwood Investment Management, LLC | 4,909 | $2.58M | 0.24% | −1,831−27.2% | Reduced |
| North Star Investment Management Corp. | 4,913 | $2.59M | 0.20% | −19−0.4% | Reduced |
| Independence Bank of Kentucky | 4,914 | $2.59M | 0.91% | +1,006+25.7% | Added |
| JNBA Financial Advisors | 4,931 | $2.60M | 0.30% | −141−2.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,933 | $2.60M | 0.09% | +768+18.4% | Added |
| Eqis Capital Management, Inc. | 4,934 | $2.60M | 0.21% | +324+7.0% | Added |
| Chesapeake Wealth Management | 4,939 | $2.60M | 1.00% | −64−1.3% | Reduced |
| Moser Wealth Advisors, LLC | 4,940 | $2.60M | 1.66% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 4,956 | $2.61M | 2.49% | +4,956 | New |
| Cornercap Investment Counsel Inc | 4,963 | $2.61M | 0.43% | −124−2.4% | Reduced |
| Tealwood Asset Management Inc | 4,988 | $2.63M | 1.25% | +19+0.4% | Added |
| Hall Capital Management Co Inc | 4,988 | $2.63M | 1.54% | +512+11.4% | Added |
| Graham Capital Management, L.P. | 5,000 | $2.63M | 0.08% | −22,174−81.6% | Reduced |
| KP Management LLC | 5,000 | $2.63M | 1.30% | +5,000 | New |
| SPC Financial, Inc. | 5,006 | $2.64M | 0.27% | +5,006 | New |
| Sheets Smith Wealth Management | 5,014 | $2.64M | 0.38% | −30−0.6% | Reduced |
| Apexium Financial, LP | 5,027 | $2.65M | 0.19% | +210+4.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,038 | $2.65M | 0.52% | +288+6.1% | Added |
| Waypoint Capital Advisors, LLC | 5,039 | $2.65M | 0.77% | +55+1.1% | Added |
| J.W. Cole Advisors, Inc. | 5,060 | $2.66M | 0.16% | +352+7.5% | Added |
| Geller Advisors LLC | 5,069 | $2.67M | 0.26% | −261−4.9% | Reduced |
| Symphony Financial, Ltd. Co. | 5,112 | $2.67M | 0.57% | +2,042+66.5% | Added |
| RB Capital Management, LLC | 5,086 | $2.68M | 0.78% | +27+0.5% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 5,100 | $2.69M | 1.47% | 00.0% | Unchanged |
| AXS Investments LLC | 5,104 | $2.69M | 0.65% | −716−12.3% | Reduced |
| Brasada Capital Management, LP | 5,104 | $2.69M | 0.53% | +471+10.2% | Added |
| Elmwood Wealth Management, Inc. | 5,119 | $2.69M | 1.89% | −1,221−19.3% | Reduced |
| Caliber Wealth Management, LLC | 5,144 | $2.71M | 1.59% | +84+1.7% | Added |
| NinePointTwo Capital | 5,153 | $2.71M | 1.08% | 00.0% | Unchanged |
| Handelsinvest Investeringsforvaltning | 5,160 | $2.72M | 1.11% | −1,181−18.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 5,164 | $2.72M | 0.09% | +65+1.3% | Added |
| Consilium Wealth Advisory, LLC | 5,173 | $2.72M | 1.64% | +308+6.3% | Added |
| Wealthcare Advisory Partners LLC | 5,186 | $2.73M | 0.11% | +1,942+59.9% | Added |
| Parkwood LLC | 5,189 | $2.73M | 0.44% | −1,045−16.8% | Reduced |
| Mather Group, LLC. | 5,193 | $2.73M | 0.04% | +313+6.4% | Added |
| Cottage Street Advisors LLC | 5,179 | $2.74M | 1.85% | −11−0.2% | Reduced |
| Fagan Associates, Inc. | 5,212 | $2.74M | 0.60% | +432+9.0% | Added |
| Trust Co of Toledo NA | 5,216 | $2.75M | 0.47% | +651+14.3% | Added |
| Trueblood Wealth Management, LLC | 5,225 | $2.75M | 1.73% | +5,225 | New |
| Bourgeon Capital Management LLC | 5,226 | $2.75M | 0.61% | +4,150+385.7% | Added |
| Marcum Wealth, LLC | 5,233 | $2.76M | 0.29% | +203+4.0% | Added |
| Columbia Trust Co 01012016 | 5,254 | $2.77M | 1.25% | +604+13.0% | Added |
| JT Stratford LLC | 5,254 | $2.77M | 0.63% | +649+14.1% | Added |
| ProVise Management Group, LLC | 5,256 | $2.77M | 0.23% | +155+3.0% | Added |
| Sterling Investment Management, Inc. | 5,263 | $2.77M | 2.03% | −13−0.2% | Reduced |
| StoneX Group Inc. | 5,263 | $2.77M | 0.28% | −79−1.5% | Reduced |
| Legacy Financial Advisors, Inc. | 5,268 | $2.77M | 0.53% | +290+5.8% | Added |
| Richwood Investment Advisors, LLC | 5,305 | $2.79M | 2.62% | −244−4.4% | Reduced |
| Waterloo Capital, L.P. | 5,313 | $2.80M | 0.45% | +2,548+92.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 5,323 | $2.80M | 0.05% | +2,355+79.3% | Added |
| Inscription Capital, LLC | 5,320 | $2.80M | 0.77% | +483+10.0% | Added |
| Blue Square Asset Management, LLC | 5,335 | $2.81M | 1.87% | −5−0.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 5,338 | $2.81M | 0.46% | −990−15.6% | Reduced |
| Gryphon Financial Partners LLC | 6,220 | $2.82M | 0.50% | +2,782+80.9% | Added |
| Marex Group plc | 5,364 | $2.82M | 0.11% | +5,364 | New |
| Parkside Financial Bank & Trust | 5,378 | $2.83M | 0.51% | +2,693+100.3% | Added |
| Financial Perspectives, Inc | 5,378 | $2.83M | 1.15% | +17+0.3% | Added |
| Manchester Capital Management LLC | 5,390 | $2.84M | 0.38% | −106−1.9% | Reduced |
| Bigelow Investment Advisors, LLC | 5,404 | $2.85M | 1.54% | −98−1.8% | Reduced |
| Advisor OS, LLC | 5,411 | $2.85M | 0.37% | −139−2.5% | Reduced |