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 |
|---|---|---|---|---|---|
| Insight Wealth Strategies, LLC | 5,423 | $2.86M | 0.46% | +76+1.4% | Added |
| Royal Fund Management, LLC | 5,458 | $2.87M | 0.36% | +273+5.3% | Added |
| Avantax Planning Partners, Inc. | 5,473 | $2.88M | 0.11% | −244−4.3% | Reduced |
| Alliance Wealth Advisors, LLC | 5,495 | $2.89M | 0.97% | +69+1.3% | Added |
| Anderson Hoagland & Co | 5,575 | $2.89M | 0.35% | +13+0.2% | Added |
| Signet Investment Advisory Group, Inc. | 5,511 | $2.90M | 1.75% | +36+0.7% | Added |
| Manhattan West Asset Management, LLC | 5,514 | $2.90M | 0.81% | +3,056+124.3% | Added |
| GPS Wealth Strategies Group, LLC | 5,524 | $2.91M | 0.53% | +85+1.6% | Added |
| Spears Abacus Advisors LLC | 5,525 | $2.91M | 0.23% | +15+0.3% | Added |
| Means Investment Co., Inc. | 5,540 | $2.92M | 0.42% | −162−2.8% | Reduced |
| Wealth Alliance | 5,556 | $2.93M | 0.41% | −108−1.9% | Reduced |
| ROI Financial Advisors, LLC | 5,564 | $2.93M | 2.42% | +5,564 | New |
| Van Cleef Asset Management,Inc | 5,565 | $2.93M | 0.41% | −210−3.6% | Reduced |
| Atomi Financial Group, Inc. | 5,637 | $2.97M | 0.41% | +1,881+50.1% | Added |
| Stamos Capital Partners, L.P. | 5,640 | $2.97M | 0.81% | −3,730−39.8% | Reduced |
| Liberty One Investment Management, LLC | 5,664 | $2.98M | 0.37% | +289+5.4% | Added |
| Joel Isaacson & Co., LLC | 5,668 | $2.98M | 0.18% | +287+5.3% | Added |
| Sentry Investment Management LLC | 5,679 | $2.99M | 1.28% | +300+5.6% | Added |
| Somerset Trust Co | 5,682 | $2.99M | 1.31% | +87+1.6% | Added |
| Sentinel Trust Co Lba | 5,690 | $3.00M | 0.39% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 5,697 | $3.00M | 1.50% | +42+0.7% | Added |
| Factorial Partners, LLC | 5,700 | $3.00M | 1.90% | +2,240+64.7% | Added |
| Charles Carroll Financial Partners, LLC | 5,706 | $3.00M | 3.23% | +250+4.6% | Added |
| Coastal Investment Advisors, Inc. | 5,719 | $3.01M | 0.68% | +616+12.1% | Added |
| Circle Wealth Management, LLC | 5,728 | $3.02M | 0.08% | +143+2.6% | Added |
| Legato Capital Management LLC | 5,730 | $3.02M | 0.39% | 00.0% | Unchanged |
| Birinyi Associates Inc | 5,735 | $3.02M | 1.07% | +4,285+295.5% | Added |
| Shepherd Financial Partners LLC | 5,736 | $3.02M | 0.43% | +22+0.4% | Added |
| Patten Group, Inc. | 5,737 | $3.02M | 0.82% | −241−4.0% | Reduced |
| Dohj, LLC | 5,749 | $3.03M | 0.89% | +306+5.6% | Added |
| Eads & Heald Wealth Management | 5,750 | $3.03M | 1.46% | −40−0.7% | Reduced |
| CoreCap Advisors, LLC | 5,751 | $3.03M | 0.20% | +4,519+366.8% | Added |
| Bay Rivers Group | 5,755 | $3.03M | 1.90% | +204+3.7% | Added |
| Cunning Capital Partners, LP | 5,780 | $3.04M | 1.90% | 00.0% | Unchanged |
| Aspiriant, LLC | 5,801 | $3.05M | 0.14% | +686+13.4% | Added |
| Hollencrest Capital Management | 5,802 | $3.05M | 0.29% | +1,543+36.2% | Added |
| Harbour Investments, Inc. | 5,803 | $3.06M | 0.13% | −107−1.8% | Reduced |
| First Trust Investment Solutions L.P. | 5,810 | $3.06M | 0.64% | +5,810 | New |
| Koshinski Asset Management, Inc. | 5,825 | $3.07M | 0.47% | −3,104−34.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 5,832 | $3.07M | 0.19% | −532−8.4% | Reduced |
| Paradigm Asset Management Co LLC | 5,845 | $3.08M | 0.81% | −200−3.3% | Reduced |
| Northside Capital Management, LLC | 5,863 | $3.09M | 0.97% | −218−3.6% | Reduced |
| Rehmann Capital Advisory Group | 5,879 | $3.10M | 0.26% | −33−0.6% | Reduced |
| RiverPark Advisors, LLC | 5,881 | $3.10M | 2.85% | +142+2.5% | Added |
| Rossmore Private Capital | 5,889 | $3.10M | 0.44% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 5,935 | $3.10M | 0.69% | +5,935 | New |
| Sugarloaf Wealth Management, LLC | 5,922 | $3.12M | 0.75% | +139+2.4% | Added |
| Commonwealth Retirement Investments LLC | 5,923 | $3.12M | 1.65% | −20.0% | Reduced |
| Guardian Wealth Advisors, LLC | 5,924 | $3.12M | 0.47% | −14−0.2% | Reduced |
| Symmetry Partners, LLC | 5,950 | $3.12M | 0.17% | −356−5.6% | Reduced |
| Desjardins Global Asset Management Inc. | 5,961 | $3.14M | 0.34% | −569−8.7% | Reduced |
| AIMZ Investment Advisors, LLC | 5,989 | $3.15M | 1.28% | −54−0.9% | Reduced |
| Platte River Wealth Advisors, LLC | 5,995 | $3.16M | 1.04% | −99−1.6% | Reduced |
| Avestar Capital, LLC | 5,998 | $3.16M | 0.39% | +766+14.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 6,014 | $3.17M | 0.50% | −41−0.7% | Reduced |
| Catalytic Wealth RIA, LLC | 6,019 | $3.17M | 1.43% | +6,019 | New |
| Capital Investment Counsel, LLC | 6,035 | $3.18M | 1.20% | +6,035 | New |
| PFG Investments, LLC | 6,042 | $3.18M | 0.59% | +364+6.4% | Added |
| Costello Asset Management, INC | 6,043 | $3.18M | 2.64% | +5,624+1,342.2% | Added |
| Investment Research & Advisory Group, Inc. | 6,058 | $3.19M | 1.64% | +40+0.7% | Added |
| Bell Bank | 6,073 | $3.20M | 0.31% | +143+2.4% | Added |
| AdvisorNet Financial, Inc | 6,111 | $3.22M | 0.30% | +189+3.2% | Added |
| Fifth Third Wealth Advisors LLC | 6,122 | $3.22M | 1.05% | +620+11.3% | Added |
| Naviter Wealth, LLC | 6,127 | $3.23M | 0.65% | +1,466+31.5% | Added |
| Smithfield Trust Co | 6,132 | $3.23M | 0.18% | +55+0.9% | Added |
| David Loasby | 6,007 | $3.23M | 0.35% | +187+3.2% | Added |
| L & S Advisors Inc | 6,157 | $3.24M | 0.39% | −9,706−61.2% | Reduced |
| Page Arthur B | 6,168 | $3.25M | 3.43% | −673−9.8% | Reduced |
| Okabena Investment Services Inc | 6,169 | $3.25M | 1.26% | +4,711+323.1% | Added |
| Valmark Advisers, Inc. | 6,178 | $3.25M | 0.06% | +326+5.6% | Added |
| Harmony Asset Management LLC | 6,183 | $3.26M | 1.38% | +6,183 | New |
| Occidental Asset Management, LLC | 6,187 | $3.26M | 0.68% | −460−6.9% | Reduced |
| Bank of Hawaii | 6,190 | $3.26M | 0.17% | −172−2.7% | Reduced |
| Regent Peak Wealth Advisors LLC | 6,214 | $3.27M | 0.89% | +3,407+121.4% | Added |
| Sound View Wealth Advisors Group, LLC | 6,226 | $3.28M | 0.36% | −198−3.1% | Reduced |
| Wealth Architects, LLC | 6,226 | $3.28M | 0.46% | +53+0.9% | Added |
| TrueMark Investments, LLC | 6,263 | $3.30M | 3.28% | +6,263 | New |
| Relyea Zuckerberg Hanson LLC | 6,268 | $3.30M | 0.64% | +372+6.3% | Added |
| Claro Advisors LLC | 6,274 | $3.30M | 0.72% | −69−1.1% | Reduced |
| Strategic Financial Services, Inc, | 6,282 | $3.31M | 0.23% | −139−2.2% | Reduced |
| My Legacy Advisors, LLC | 6,131 | $3.31M | 1.20% | +97+1.6% | Added |
| Proquility Private Wealth Partners, LLC | 6,297 | $3.32M | 1.26% | −875−12.2% | Reduced |
| Kerrisdale Advisers, LLC | 6,300 | $3.32M | 0.99% | −740−10.5% | Reduced |
| Brady Family Wealth, LLC | 6,321 | $3.33M | 1.14% | −17−0.3% | Reduced |
| Lineweaver Wealth Advisors, LLC | 6,328 | $3.34M | 0.87% | +205+3.3% | Added |
| Lyell Wealth Management, LP | 6,350 | $3.34M | 0.38% | +470+8.0% | Added |
| Wrapmanager Inc | 6,365 | $3.35M | 0.98% | −249−3.8% | Reduced |
| Peachtree Investment Partners, LLC | 6,368 | $3.35M | 1.38% | +371+6.2% | Added |
| Granite Bay Wealth Management, LLC | 6,300 | $3.36M | 0.03% | 00.0% | Unchanged |
| Wunderlich Capital Managemnt | 6,390 | $3.36M | 1.51% | −235−3.5% | Reduced |
| Chemistry Wealth Management LLC | 6,394 | $3.37M | 1.02% | +116+1.8% | Added |
| Channel Wealth LLC | 6,395 | $3.37M | 1.59% | −29−0.5% | Reduced |
| Nordwand Advisors, LLC | 6,398 | $3.37M | 0.89% | +23+0.4% | Added |
| DF Dent & Co Inc | 6,398 | $3.37M | 0.04% | −236−3.6% | Reduced |
| Sepio Capital, LP | 6,412 | $3.38M | 0.28% | +526+8.9% | Added |
| Renasant Bank | 6,417 | $3.38M | 2.69% | −152−2.3% | Reduced |
| Greenfield Savings Bank | 6,434 | $3.39M | 1.96% | +18+0.3% | Added |
| Leeward Financial Partners, LLC | 6,450 | $3.40M | 1.64% | +335+5.5% | Added |
| San Luis Wealth Advisors LLC | 6,451 | $3.40M | 1.43% | +340+5.6% | Added |
| M&R Capital Management Inc | 6,452 | $3.40M | 0.85% | +81+1.3% | Added |