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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; 3,394 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
3,422
+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
1,422 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.

Institutional holdersQ4 2023: 3,422 institutions
Q1 2021: 2,516 institutionsQ2 2021: 2,592 institutionsQ3 2021: 2,573 institutionsQ4 2021: 2,909 institutionsQ1 2022: 2,966 institutionsQ2 2022: 2,965 institutionsQ3 2022: 2,999 institutionsQ4 2022: 3,160 institutionsQ1 2023: 3,115 institutionsQ2 2023: 3,137 institutionsQ3 2023: 3,145 institutionsQ4 2023: 3,422 institutionsQ1 2024: 3,385 institutionsQ2 2024: 3,407 institutionsQ3 2024: 3,477 institutionsQ4 2024: 3,685 institutionsQ1 2025: 3,614 institutionsQ2 2025: 3,186 institutionsQ3 2025: 3,169 institutionsQ4 2025: 3,312 institutionsQ1 2026: 3,055 institutionsQ2 2026: 3,394 institutions
Value heldQ4 2023: $428.0B
Q1 2021: $307.3BQ2 2021: $330.1BQ3 2021: $321.7BQ4 2021: $413.9BQ1 2022: $418.3BQ2 2022: $422.0BQ3 2022: $413.5BQ4 2022: $434.2BQ1 2023: $383.6BQ2 2023: $388.4BQ3 2023: $407.5BQ4 2023: $428.0BQ1 2024: $398.9BQ2 2024: $411.9BQ3 2024: $474.6BQ4 2024: $409.5BQ1 2025: $424.3BQ2 2025: $241.1BQ3 2025: $253.5BQ4 2025: $248.2BQ1 2026: $202.4BQ2 2026: $325.1B
Institutions holding UNH and their total value by quarter
QuarterHoldersValue
Q2 20263,394$325.1B
Q1 20263,055$202.4B
Q4 20253,312$248.2B
Q3 20253,169$253.5B
Q2 20253,186$241.1B
Q1 20253,614$424.3B
Q4 20243,685$409.5B
Q3 20243,477$474.6B
Q2 20243,407$411.9B
Q1 20243,385$398.9B
Q4 20233,422$428.0B
Q3 20233,145$407.5B
Q2 20233,137$388.4B
Q1 20233,115$383.6B
Q4 20223,160$434.2B
Q3 20222,999$413.5B
Q2 20222,965$422.0B
Q1 20222,966$418.3B
Q4 20212,909$413.9B
Q3 20212,573$321.7B
Q2 20212,592$330.1B
Q1 20212,516$307.3B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q3 2023.

Institutions holding UNH in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Norwood Financial Corp132$69.5K0.11%00.0%Unchanged
FWL Investment Management, LLC132$69.5K0.04%−6−4.3%Reduced
Global Wealth Management Investment Advisory, Inc.133$70.0K0.02%−20−13.1%Reduced
Retirement Group, LLC134$70.5K0.03%−12−8.2%Reduced
DiNuzzo Private Wealth, Inc.138$72.7K0.01%+138New
O'Dell Group, LLC140$73.6K0.02%+140New
Glass Jacobson Investment Advisors llc142$74.8K0.03%−4−2.7%Reduced
E Fund Management (Hong Kong) Co., Ltd.144$76.0K0.04%+144New
Roble, Belko & Company, Inc146$77.0K0.01%00.0%Unchanged
Northwest Capital Management Inc150$79.0K0.03%+5+3.4%Added
Kiely Wealth Advisory Group, Inc.160$79.6K0.05%+160New
WealthCollab, LLC152$80.0K0.06%+152New
DAGCO, Inc.154$81.1K0.07%−101,515−99.8%Reduced
Dynamic Wealth Strategies, LLC154$81.1K0.07%+154New
Pension & Wealth Management Advisors, Inc.156$82.1K0.05%+75+92.6%Added
IAG Wealth Partners, LLC156$82.1K0.02%00.0%Unchanged
Gleason Group, Inc.157$82.9K0.02%00.0%Unchanged
Creative Capital Management Investments LLC160$84.2K0.05%00.0%Unchanged
Bay Harbor Wealth Management, LLC161$84.8K0.03%+5+3.2%Added
Beaird Harris Wealth Management, LLC165$86.9K0.01%+65+65.0%Added
Valued Wealth Advisors LLC173$87.2K0.08%+173New
USA Financial Portformulas Corp166$87.4K0.02%+166New
Coston, McIsaac & Partners169$89.0K0.03%00.0%Unchanged
Grayhawk Investment Strategies Inc.173$91.1K0.05%+79+84.0%Added
CKW Financial Group175$92.0K0.01%00.0%Unchanged
Wiser Advisor Group LLC177$93.3K0.16%+177New
Able Wealth Management LLC179$94.4K0.09%+179New
WFA Asset Management Corp184$97.1K0.05%−4−2.1%Reduced
Carmichael Hill & Associates, Inc.186$98.2K0.04%00.0%Unchanged
Itau Unibanco Holding S.A.189$99.5K0.00%−213−53.0%Reduced
Halpern Financial, Inc.185$100.3K0.03%−31−14.4%Reduced
New Millennium Group LLC192$101.3K0.09%−7−3.5%Reduced
Slocum, Gordon & Co LLP200$105.3K0.09%00.0%Unchanged
Pingora Partners LLC200$105.3K0.09%+200New
American Capital Advisory, LLC201$105.8K0.08%+201New
Beacon Capital Management, LLC210$106.0K0.03%−182−46.4%Reduced
Financial Connections Group, Inc.202$106.0K0.07%−12−5.6%Reduced
Hoese & Co LLP198$109.5K0.11%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.211$111.1K0.06%00.0%Unchanged
Rise Advisors, LLC213$112.1K0.08%+163+326.0%Added
Oliver Lagore Vanvalin Investment Group214$112.7K0.04%+24+12.6%Added
Activest Wealth Management217$114.4K0.06%−26−10.7%Reduced
Cassady Schiller Wealth Management, LLC219$115.3K0.06%00.0%Unchanged
Maj Invest Holding A/S222$117.0K0.00%00.0%Unchanged
Avion Wealth222$117.0K0.03%+11+5.2%Added
Moisand Fitzgerald Tamayo, LLC228$120.0K0.02%00.0%Unchanged
Scarborough Advisors, LLC228$120.0K0.02%+228New
Canton Hathaway, LLC230$121.0K0.04%00.0%Unchanged
Delta Asset Management LLC234$123.2K0.01%+5+2.2%Added
Bear Mountain Capital, Inc.240$124.6K0.05%+240New
Tradewinds Capital Management, LLC238$125.3K0.05%00.0%Unchanged
Rowland & Co Investment Counsel245$129.0K0.03%00.0%Unchanged
Riggs Asset Managment Co. Inc.245$129.0K0.04%−29−10.6%Reduced
TD Capital Management LLC248$130.5K0.01%+6+2.5%Added
Garner Asset Management Corp254$132.2K0.07%+254New
First PREMIER Bank256$134.0K0.04%+16+6.7%Added
Fortitude Family Office, LLC256$134.8K0.10%+256New
PSI Advisors, LLC259$136.0K0.05%−68−20.8%Reduced
Compass Wealth Management LLC266$140.0K0.04%00.0%Unchanged
FSA Wealth Management LLC274$144.0K0.07%+274New
Blume Capital Management, Inc.275$144.8K0.04%00.0%Unchanged
Hills Bank & Trust Co280$147.4K0.01%00.0%Unchanged
Naples Money Management LLC288$151.6K0.14%+288New
Rakuten Securities, Inc.290$152.7K0.12%+290New
Dunhill Financial, LLC290$152.8K0.14%+19+7.0%Added
Point72 Europe (London) LLP291$153.2K0.02%+291New
Vima LLC293$154.0K0.36%+293New
Arlington Partners LLC294$154.8K0.04%−307−51.1%Reduced
Natixis Investment Managers International297$156.4K0.01%00.0%Unchanged
Your Advocates Ltd., LLP298$156.9K0.06%−52−14.9%Reduced
TSFG, LLC298$157.0K0.05%−22−6.9%Reduced
Tennessee Valley Asset Management Partners300$157.7K0.04%+300New
Operose Advisors LLC301$158.5K0.06%−320−51.5%Reduced
Abound Wealth Management311$163.7K0.07%+16+5.4%Added
Blue Bell Private Wealth Management, LLC311$163.9K0.04%+51+19.6%Added
Atlantic Edge Private Wealth Management, LLC312$164.3K0.07%+312New
Stone House Investment Management, LLC315$166.1K0.06%+1+0.3%Added
Aspect Partners, LLC319$167.9K0.11%+319New
HighMark Wealth Management LLC320$168.5K0.12%+1+0.3%Added
First Community Trust NA326$171.6K0.19%−575−63.8%Reduced
Boyd Watterson Asset Management LLC331$174.3K0.07%00.0%Unchanged
Northwest Financial Advisors331$174.3K0.15%+331New
Gladius Capital Management LP342$180.1K0.11%+342New
Keener Financial Planning LLC350$184.0K0.14%+350New
FSC Wealth Advisors, LLC351$184.8K0.14%00.0%Unchanged
Atticus Wealth Management, LLC351$184.8K0.07%−32−8.4%Reduced
Ashburton (Jersey) Ltd367$185.0K0.09%−2,355−86.5%Reduced
Dakota Community Bank & Trust NA352$185.3K1.04%+20+6.0%Added
McClarren Financial Advisors, Inc.356$188.0K0.14%+151+73.7%Added
Financial Freedom, LLC363$191.1K0.12%+1+0.3%Added
Rockbridge Investment Management, LCC367$193.2K0.03%+367New
Wolff Wiese Magana LLC368$193.7K0.18%00.0%Unchanged
Addison Advisors LLC374$196.9K0.08%+70+23.0%Added
Fairman Group, LLC377$198.5K0.19%+377New
Founders Capital Management377$198.6K0.14%−6−1.6%Reduced
Old Second National Bank of Aurora378$199.0K0.05%00.0%Unchanged
Hutchinson Capital Management380$200.1K0.04%+380New
Pine Haven Investment Counsel, Inc380$200.1K0.19%+380New
Pineridge Advisors LLC382$201.1K0.07%+382New
International Private Wealth Advisors LLC382$201.2K0.20%+382New