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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; 3,395 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
3,422
+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: 3,395 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 20263,395$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
C M Bidwell & Associates Ltd383$201.6K0.15%−164−30.0%Reduced
Guardian Asset Advisors, LLC384$202.2K0.19%+384New
Cabot Wealth Management Inc385$202.7K0.03%−125−24.5%Reduced
Power Wealth Management LLC385$202.7K0.15%+385New
Pin Oak Investment Advisors Inc386$203.0K0.21%00.0%Unchanged
Evolution Wealth Advisors, LLC386$203.2K0.04%+386New
Amussen Hunsaker Associates LLC386$203.2K0.04%+386New
Fortune Financial Advisors, LLC386$203.5K0.14%+386New
Sterling Financial Group, Inc.387$203.7K0.12%+387New
Keystone Wealth Services, LLC387$203.8K0.07%+387New
Seneca Financial Advisors LLC387$204.0K0.12%+387New
UMA Financial Services, Inc.398$204.2K0.05%+5+1.3%Added
Oracle Alpha Inc.389$204.8K0.27%+389New
Tilson Financial Group, Inc.390$205.0K0.13%−30−7.1%Reduced
Woodward Diversified Capital, LLC390$205.3K0.13%−24−5.8%Reduced
25 LLC390$205.3K0.11%+390New
Financial Advisory Group391$205.9K0.04%+391New
WBH Advisory Inc391$206.0K0.02%−38−8.9%Reduced
Nottingham Advisors, Inc.393$206.9K0.03%+393New
Brogan Financial, Inc.393$207.1K0.15%+393New
Camarda Financial Advisors, LLC395$208.0K0.09%+395New
Integrity Wealth Solutions LLC395$208.1K0.14%+395New
Agate Pass Investment Management, LLC397$209.0K0.12%+397New
Biltmore Family Office, LLC398$209.5K0.04%+398New
Private Wealth Management Group, LLC398$209.5K0.10%+398New
Wealthstar Advisors, LLC399$210.1K0.08%+1+0.3%Added
O'Keefe Stevens Advisory, Inc.400$210.6K0.08%00.0%Unchanged
Partners in Financial Planning400$210.6K0.05%00.0%Unchanged
Harbor Group, Inc.401$211.2K0.06%+2+0.5%Added
Shakespeare Wealth Management, Inc.402$211.4K0.07%−5−1.2%Reduced
Second Half Financial Partners, LLC402$211.6K0.10%+5+1.3%Added
V2 Financial group LLC403$212.2K0.15%00.0%Unchanged
HFG Advisors, Inc.405$213.2K0.21%+405New
Centennial Wealth Advisory LLC405$213.2K0.11%−95−19.0%Reduced
Rareview Capital LLC406$213.5K0.20%+406New
Sage Investment Advisers LLC407$214.3K0.26%00.0%Unchanged
Old Mission Investment Co LLC410$216.0K0.08%00.0%Unchanged
Charles Schwab Investment Advisory, Inc.412$217.1K0.00%−18−4.2%Reduced
O'Brien Greene & Co. Inc414$218.0K0.08%00.0%Unchanged
Pinnacle Wealth Management Group, Inc.415$218.5K0.18%00.0%Unchanged
Accel Wealth Management415$218.7K0.11%+415New
Hanson & Doremus Investment Management416$219.0K0.04%+21+5.3%Added
Country Trust Bank416$219.0K0.01%+380+1,055.6%Added
Foundation Wealth Management, LLC416$219.0K0.20%+8+2.0%Added
Edge Wealth Management LLC417$219.5K0.05%00.0%Unchanged
TFC Financial Management417$219.6K0.04%00.0%Unchanged
Summit Asset Management, LLC418$220.1K0.05%00.0%Unchanged
Meritas Wealth Management, LLC419$220.7K0.17%+419New
MinichMacGregor Wealth Management, LLC420$221.2K0.06%−2,128−83.5%Reduced
Landmark Financial Advisors, LLC422$222.2K0.08%00.0%Unchanged
Wealthquest Corp424$223.2K0.02%−16−3.6%Reduced
Camelot Portfolios, LLC425$223.7K0.13%+425New
Delta Investment Management, LLC426$224.2K0.06%+10+2.4%Added
Southern Capital Advisors, LLC426$224.3K0.16%−342−44.5%Reduced
TriaGen Wealth Management LLC428$225.3K0.11%−100−18.9%Reduced
Hill Island Financial LLC432$227.2K0.08%+432New
Hutner Capital Management Inc432$227.4K0.13%00.0%Unchanged
Academy Capital Management Inc432$227.4K0.05%00.0%Unchanged
Laurel Wealth Advisors LLC432$227.4K0.04%−15−3.4%Reduced
apricus wealth, LLC432$227.4K0.17%−18−4.0%Reduced
Capital Management Associates, Inc432$227.5K0.21%+432New
Cornerstone Planning Group LLC433$227.9K0.08%+3+0.7%Added
GEM Asset Management, LLC434$228.5K0.16%−18−4.0%Reduced
Rooted Wealth Advisors, Inc.449$229.0K0.12%−33−6.8%Reduced
Coerente Capital Management435$229.0K0.05%+435New
jvl associates llc435$229.0K0.10%+435New
MB, Levis & Associates, LLC435$229.1K0.13%00.0%Unchanged
Montz Harcus Wealth Management LLC436$229.4K0.18%−13−2.9%Reduced
Integral Investment Advisors, Inc.437$229.8K0.15%−27−5.8%Reduced
Twin Focus Capital Partners, LLC437$230.1K0.05%−10−2.2%Reduced
Twin Peaks Wealth Advisors, LLC437$230.1K0.15%+437New
Capasso Planning Partners LLC437$230.3K0.11%+8+1.9%Added
Headinvest, LLC438$230.6K0.05%−26−5.6%Reduced
Virtus Investment Advisers, Inc.438$230.6K0.17%+80+22.3%Added
First International Bank & Trust441$232.2K0.09%−418−48.7%Reduced
Motive Wealth Advisors441$232.2K0.27%−101−18.6%Reduced
Tempus Wealth Planning, LLC441$232.2K0.10%+441New
Wade Financial Advisory, Inc442$232.7K0.09%−11−2.4%Reduced
ERTS Wealth Advisors, LLC442$232.7K0.05%−4−0.9%Reduced
Mystic Asset Management, Inc.442$232.7K0.11%+30+7.3%Added
Aua Capital Management, LLC445$234.3K0.15%00.0%Unchanged
Intrepid Capital Management Inc445$234.3K0.16%+31+7.5%Added
Pacific Center for Financial Services445$234.3K0.07%−2−0.4%Reduced
Manchester Financial Inc445$234.3K0.07%−20−4.3%Reduced
Hara Capital LLC447$235.3K0.17%+447New
Revisor Wealth Management LLC447$235.3K0.27%−1,044−70.0%Reduced
Fort, L.P.448$235.9K0.58%−113−20.1%Reduced
Lifestyle Asset Management, Inc.449$236.4K0.13%−34−7.0%Reduced
Orser Capital Management, LLC450$236.9K0.27%00.0%Unchanged
Purus Wealth Management, LLC450$236.9K0.14%+450New
Traverso Chambers Private Wealth Management, LLC450$236.9K0.06%−11−2.4%Reduced
Diligent Investors, LLC451$237.4K0.07%+1+0.2%Added
Analyst IMS Investment Management Services Ltd.453$238.0K0.01%+36+8.6%Added
Meitav Dash Investments Ltd453$238.5K0.00%−44,200−99.0%Reduced
McNaughton Wealth Management, LLC453$238.5K0.14%+453New
Retirement Planning Co of New England, Inc.453$238.7K0.11%+3+0.7%Added
Alpha Omega Wealth Management LLC453$238.7K0.04%+2+0.4%Added
Running Point Capital Advisors, LLC454$239.0K0.12%−32−6.6%Reduced
Auxano Advisors, LLC454$239.0K0.08%+454New
Investment Advisory Group, LLC455$239.4K0.11%−37−7.5%Reduced