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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,395 | $325.1B |
| Q1 2026 | 3,055 | $202.4B |
| Q4 2025 | 3,312 | $248.2B |
| Q3 2025 | 3,169 | $253.5B |
| Q2 2025 | 3,186 | $241.1B |
| Q1 2025 | 3,614 | $424.3B |
| Q4 2024 | 3,685 | $409.5B |
| Q3 2024 | 3,477 | $474.6B |
| Q2 2024 | 3,407 | $411.9B |
| Q1 2024 | 3,385 | $398.9B |
| Q4 2023 | 3,422 | $428.0B |
| Q3 2023 | 3,145 | $407.5B |
| Q2 2023 | 3,137 | $388.4B |
| Q1 2023 | 3,115 | $383.6B |
| Q4 2022 | 3,160 | $434.2B |
| Q3 2022 | 2,999 | $413.5B |
| Q2 2022 | 2,965 | $422.0B |
| Q1 2022 | 2,966 | $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 |
|---|---|---|---|---|---|
| Vantage Consulting Group Inc | 455 | $239.5K | 0.16% | −91−16.7% | Reduced |
| Aberdeen Wealth Management LLC | 455 | $239.5K | 0.17% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 455 | $239.5K | 0.13% | +1+0.2% | Added |
| Francis Financial, Inc. | 455 | $239.5K | 0.10% | +57+14.3% | Added |
| Sachetta, LLC | 456 | $240.2K | 0.11% | +456 | New |
| Acorn Financial Advisory Services Inc | 457 | $240.9K | 0.04% | 00.0% | Unchanged |
| Jacobs & Co | 459 | $241.0K | 0.03% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 458 | $241.1K | 0.07% | −175−27.6% | Reduced |
| Kraft Asset Management, LLC | 458 | $241.1K | 0.20% | −3−0.7% | Reduced |
| Legacy Financial Group, Inc. | 459 | $241.7K | 0.11% | −8−1.7% | Reduced |
| Cosner Financial Group, LLC | 460 | $242.1K | 0.20% | +2+0.4% | Added |
| Phocas Financial Corp. | 460 | $242.2K | 0.03% | +460 | New |
| Winch Advisory Services, LLC | 462 | $243.1K | 0.08% | +78+20.3% | Added |
| Cora Capital Advisors LLC | 462 | $243.2K | 0.14% | −43−8.5% | Reduced |
| Roth Financial Partners LLC | 462 | $243.2K | 0.12% | +129+38.7% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 463 | $243.8K | 0.26% | +463 | New |
| Zhang Financial LLC | 463 | $243.8K | 0.02% | +463 | New |
| SJS Investment Consulting Inc. | 464 | $244.3K | 0.06% | +9+2.0% | Added |
| Fermata Advisors, LLC | 464 | $244.4K | 0.06% | −60−11.5% | Reduced |
| Wick Capital Partners, LLC | 465 | $244.5K | 0.10% | +53+12.9% | Added |
| Ratio Wealth Group | 465 | $244.8K | 0.05% | +30+6.9% | Added |
| Jackson Thornton Asset Management, LLC | 466 | $245.3K | 0.05% | +65+16.2% | Added |
| Private Wealth Partners, LLC | 466 | $245.5K | 0.02% | 00.0% | Unchanged |
| Carroll Investors, Inc | 469 | $246.4K | 0.20% | −44−8.6% | Reduced |
| Lane & Associates LLC | 469 | $246.8K | 0.18% | −8−1.7% | Reduced |
| Gilbert & Cook, Inc. | 469 | $246.9K | 0.03% | +12+2.6% | Added |
| AJOVista, LLC | 469 | $246.9K | 0.31% | +469 | New |
| Clough Capital Partners L P | 470 | $247.4K | 0.03% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 471 | $248.0K | 0.05% | 00.0% | Unchanged |
| Crestone Asset Management LLC | 471 | $248.0K | 0.06% | +24+5.4% | Added |
| Howard Capital Management Inc. | 473 | $249.0K | 0.03% | +31+7.0% | Added |
| Barr E S & Co | 474 | $249.8K | 0.02% | +474 | New |
| LongView Wealth Management | 466 | $250.6K | 0.11% | +466 | New |
| Fiduciary Planning LLC | 476 | $250.8K | 0.11% | −1,071−69.2% | Reduced |
| Slagle Financial, LLC | 950 | $251.3K | 0.14% | +520+120.9% | Added |
| Hollow Brook Wealth Management LLC | 478 | $251.7K | 0.10% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 478 | $251.7K | 0.05% | +14+3.0% | Added |
| Exeter Financial, LLC | 469 | $252.3K | 0.12% | +1+0.2% | Added |
| Vicus Capital | 479 | $252.3K | 0.03% | −1,460−75.3% | Reduced |
| LCNB Corp | 480 | $252.7K | 0.10% | +36+8.1% | Added |
| Maxwell Wealth Strategies Inc. | 482 | $253.8K | 0.17% | +482 | New |
| Cohen & Steers, Inc. | 482 | $254.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 483 | $254.3K | 0.03% | +123+34.2% | Added |
| Ariston Services Group | 483 | $254.3K | 0.25% | +483 | New |
| Lakeridge Wealth Management LLC | 483 | $254.3K | 0.18% | +483 | New |
| BEAM Asset Management, LLC | 485 | $255.1K | 0.16% | +1+0.2% | Added |
| Apollon Financial, LLC | 485 | $255.4K | 0.10% | +485 | New |
| NTV Asset Management LLC | 486 | $255.9K | 0.04% | −5−1.0% | Reduced |
| Financial Partners Group, Inc | 487 | $256.4K | 0.05% | +18+3.8% | Added |
| N.E.W. Advisory Services LLC | 487 | $256.6K | 0.03% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 488 | $256.9K | 0.03% | +488 | New |
| Alesco Advisors LLC | 490 | $258.0K | 0.01% | 00.0% | Unchanged |
| Options Solutions, LLC | 490 | $258.0K | 0.27% | +490 | New |
| Axiom Financial Strategies, LLC | 492 | $259.0K | 0.17% | +492 | New |
| Signal Advisors Wealth, LLC | 497 | $261.4K | 0.09% | +497 | New |
| CSM Advisors, LLC | 498 | $262.0K | 0.02% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 500 | $262.4K | 0.22% | −90−15.3% | Reduced |
| LPWM LLC | 489 | $262.8K | 0.10% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 500 | $263.2K | 0.04% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 500 | $263.2K | 0.08% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 500 | $263.2K | 0.01% | +70+16.3% | Added |
| Axq Capital, LP | 500 | $263.2K | 0.07% | +500 | New |
| Samjo Management, LLC | 500 | $263.2K | 0.09% | +500 | New |
| Prelude Capital Management, LLC | 501 | $263.8K | 0.02% | +501 | New |
| MAS Advisors LLC | 503 | $264.9K | 0.34% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 504 | $265.0K | 0.01% | −500−49.8% | Reduced |
| Financial Avengers, Inc. | 504 | $265.1K | 0.16% | +2+0.4% | Added |
| J.Safra Asset Management Corp | 505 | $265.9K | 0.04% | +9+1.8% | Added |
| Taylor Financial Group, Inc. | 505 | $265.9K | 0.22% | +505 | New |
| Breed's Hill Capital LLC | 505 | $266.1K | 0.26% | +505 | New |
| Forthright Family Wealth Advisory LLC | 508 | $267.4K | 0.21% | +508 | New |
| CapWealth Advisors, LLC | 509 | $268.0K | 0.03% | 00.0% | Unchanged |
| High Probability Advisors, LLC | 509 | $268.0K | 0.05% | 00.0% | Unchanged |
| Select Asset Management & Trust | 510 | $269.0K | 0.13% | 00.0% | Unchanged |
| Planning Capital Management Corp | 514 | $270.7K | 0.21% | +514 | New |
| Clay Northam Wealth Management, LLC | 515 | $271.1K | 0.24% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 515 | $271.2K | 0.04% | +27+5.5% | Added |
| KWMG, LLC | 516 | $271.7K | 0.03% | −96−15.7% | Reduced |
| Azzad Asset Management Inc | 518 | $272.7K | 0.03% | −32−5.8% | Reduced |
| Dougherty Wealth Advisers LLC | 518 | $272.7K | 0.25% | 00.0% | Unchanged |
| Compass Capital Management, Inc | 518 | $272.7K | 0.02% | +518 | New |
| Elite Life Management LLC | 518 | $272.7K | 1.63% | +518 | New |
| Kraft, Davis & Associates, LLC | 545 | $273.7K | 0.08% | −32−5.5% | Reduced |
| Oliver Luxxe Assets LLC | 520 | $273.8K | 0.06% | −65−11.1% | Reduced |
| Affinity Capital Advisors, LLC | 521 | $274.3K | 0.07% | 00.0% | Unchanged |
| Hamilton Wealth, LLC | 522 | $274.8K | 0.09% | +1+0.2% | Added |
| Dogwood Wealth Management LLC | 522 | $274.9K | 0.21% | +522 | New |
| Laffer Tengler Investments | 523 | $275.3K | 0.07% | +33+6.7% | Added |
| Pavion Blue Capital, LLC | 524 | $275.9K | 0.15% | 00.0% | Unchanged |
| First Citizens Financial Corp | 525 | $276.4K | 0.18% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 525 | $276.4K | 0.06% | +24+4.8% | Added |
| LifeSteps Financial, Inc. | 526 | $276.9K | 0.25% | 00.0% | Unchanged |
| Sentry LLC | 526 | $276.9K | 0.06% | +1+0.2% | Added |
| Day & Ennis, LLC | 527 | $277.4K | 0.10% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 527 | $277.4K | 0.20% | +527 | New |
| Triumph Capital Management | 527 | $277.5K | 0.12% | −112−17.5% | Reduced |
| GSB Wealth Management, LLC | 527 | $277.6K | 0.09% | 00.0% | Unchanged |
| Covestor Ltd | 529 | $278.0K | 0.19% | −70−11.7% | Reduced |
| Verity Asset Management, Inc. | 528 | $278.1K | 0.18% | 00.0% | Unchanged |
| Clarity Wealth Advisors, LLC | 528 | $278.1K | 0.11% | −7−1.3% | Reduced |