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 |
|---|---|---|---|---|---|
| Allen Capital Group, LLC | 530 | $279.0K | 0.05% | +89+20.2% | Added |
| Stonehearth Capital Management, LLC | 530 | $279.0K | 0.14% | +530 | New |
| Smith Shellnut Wilson LLC | 536 | $282.2K | 0.16% | +536 | New |
| United Bank | 537 | $282.7K | 0.04% | −75−12.3% | Reduced |
| Willis Johnson & Associates, Inc. | 537 | $282.9K | 0.03% | +82+18.0% | Added |
| McIlrath & Eck, LLC | 542 | $285.3K | 0.05% | +5+0.9% | Added |
| Forefront Analytics, LLC | 539 | $285.6K | 0.14% | −3−0.6% | Reduced |
| Bridgeworth, LLC | 543 | $285.9K | 0.03% | −33−5.7% | Reduced |
| Bridge Advisory, LLC | 545 | $286.8K | 0.14% | −117−17.7% | Reduced |
| Foundry Partners, LLC | 545 | $286.9K | 0.02% | 00.0% | Unchanged |
| Blue Investment Partners LLC | 545 | $286.9K | 0.19% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 545 | $287.0K | 0.20% | 00.0% | Unchanged |
| Embree Financial Group | 547 | $287.8K | 0.06% | +547 | New |
| Matrix Private Capital Group LLC | 548 | $288.5K | 0.22% | −5−0.9% | Reduced |
| Trinity Financial Advisors LLC | 548 | $288.6K | 0.14% | −3−0.5% | Reduced |
| G2 Capital Management, LLC | 549 | $288.8K | 0.10% | +17+3.2% | Added |
| Magnolia Wealth Management, LLC | 550 | $289.6K | 0.25% | −24−4.2% | Reduced |
| Mainsail Asset Management, LLC | 550 | $289.6K | 0.27% | +550 | New |
| Eaton-Cambridge Inc. | 551 | $290.1K | 0.18% | +551 | New |
| Barry Investment Advisors, LLC | 551 | $290.5K | 0.10% | −15−2.7% | Reduced |
| NorthStar Asset Management LLC | 552 | $290.9K | 0.27% | +552 | New |
| WESPAC Advisors, LLC | 554 | $291.7K | 0.20% | +554 | New |
| Aviso Wealth Management | 555 | $292.2K | 0.21% | +555 | New |
| Curran Financial Partners, LLC | 570 | $292.6K | 0.11% | −35−5.8% | Reduced |
| Summit Financial Group Inc | 556 | $292.7K | 0.11% | −45−7.5% | Reduced |
| Oakwell Private Wealth Management, LLC | 556 | $292.7K | 0.10% | +11+2.0% | Added |
| Indie Asset Partners, LLC | 558 | $293.6K | 0.26% | −10−1.8% | Reduced |
| Thrive Capital Management, LLC | 558 | $293.6K | 0.16% | +558 | New |
| Acima Private Wealth, LLC | 558 | $293.8K | 0.11% | −17−3.0% | Reduced |
| Security Financial Services, INC. | 558 | $293.8K | 0.07% | +6+1.1% | Added |
| Palisade Capital Management LLC | 558 | $293.8K | 0.01% | +25+4.7% | Added |
| Range Financial Group LLC | 558 | $293.8K | 0.18% | +26+4.9% | Added |
| Lakewood Asset Management LLC | 559 | $294.1K | 0.23% | +2+0.4% | Added |
| Paces Ferry Wealth Advisors, LLC | 561 | $295.4K | 0.21% | +10+1.8% | Added |
| Sharkey, Howes & Javer | 564 | $297.2K | 0.05% | +20+3.7% | Added |
| Park Edge Advisors, LLC | 565 | $297.5K | 0.10% | +65+13.0% | Added |
| VisionPoint Advisory Group, LLC | 566 | $298.0K | 0.11% | −201−26.2% | Reduced |
| BLB&B Advisors, LLC | 566 | $298.0K | 0.02% | +566 | New |
| Pacific Global Investment Management CO | 567 | $298.4K | 0.06% | +7+1.3% | Added |
| Weaver Consulting Group | 567 | $298.5K | 0.12% | −18−3.1% | Reduced |
| Private Capital Management, LLC | 568 | $298.9K | 0.03% | −49−7.9% | Reduced |
| Trust Co of Oklahoma | 568 | $299.0K | 0.11% | −306−35.0% | Reduced |
| LaSalle St. Investment Advisors, LLC | 574 | $302.4K | 0.20% | +30+5.5% | Added |
| Syverson Strege & Co | 576 | $303.2K | 0.12% | +68+13.4% | Added |
| Hibernia Wealth Partners, LLC | 577 | $303.6K | 0.23% | +529+1,102.1% | Added |
| Team Financial Group, LLC | 578 | $304.1K | 0.22% | +1+0.2% | Added |
| Golden Road Advisors LLC | 578 | $304.2K | 0.29% | +578 | New |
| Versant Capital Management, Inc | 579 | $304.8K | 0.09% | −15−2.5% | Reduced |
| Sym Financial Corp | 579 | $304.8K | 0.05% | +134+30.1% | Added |
| Wedgewood Investors Inc | 581 | $305.9K | 0.38% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 583 | $306.9K | 0.07% | 00.0% | Unchanged |
| Meridian Financial, LLC | 583 | $306.9K | 0.24% | +50+9.4% | Added |
| Orgel Wealth Management, LLC | 583 | $306.9K | 0.01% | +93+19.0% | Added |
| One Charles Private Wealth Services, LLC | 584 | $307.5K | 0.16% | 00.0% | Unchanged |
| MN Wealth Advisors, LLC | 586 | $308.8K | 0.21% | +586 | New |
| Union Savings Bank | 588 | $309.6K | 0.18% | +57+10.7% | Added |
| Savvy Advisors, Inc. | 588 | $309.6K | 0.30% | +588 | New |
| Compass Ion Advisors, LLC | 588 | $309.8K | 0.05% | −26−4.2% | Reduced |
| Lloyd Advisory Services, LLC. | 590 | $310.4K | 0.15% | −5,793−90.8% | Reduced |
| Old Point Trust & Financial Services N A | 595 | $313.3K | 0.13% | 00.0% | Unchanged |
| First Personal Financial Services | 596 | $313.8K | 0.08% | −31−4.9% | Reduced |
| Talisman Wealth Advisors LLC | 598 | $314.9K | 0.47% | +10+1.7% | Added |
| Kohmann Bosshard Financial Services, LLC | 600 | $315.9K | 0.05% | +200+50.0% | Added |
| Omnia Family Wealth, LLC | 603 | $317.5K | 0.16% | +189+45.7% | Added |
| Von Berge Wealth Management Group, LLC | 609 | $317.5K | 0.24% | +43+7.6% | Added |
| Elevatus Welath Management | 603 | $317.6K | 0.14% | +155+34.6% | Added |
| JGP Wealth Management, LLC | 604 | $318.0K | 0.05% | +50+9.0% | Added |
| EPG Wealth Management LLC | 615 | $318.1K | 0.08% | 00.0% | Unchanged |
| Wealthcare Capital Management LLC | 605 | $318.5K | 0.04% | −47−7.2% | Reduced |
| Kaizen Financial Strategies | 606 | $319.3K | 0.24% | +3+0.5% | Added |
| Halbert Hargrove Global Advisors, LLC | 607 | $319.5K | 0.02% | +70+13.0% | Added |
| Yeomans Consulting Group, Inc. | 608 | $320.1K | 0.16% | +608 | New |
| Verity & Verity, LLC | 609 | $320.6K | 0.04% | +45+8.0% | Added |
| Delap Wealth Advisory, LLC | 609 | $320.7K | 0.15% | +609 | New |
| Brave Warrior Advisors, LLC | 610 | $321.1K | 0.01% | −100−14.1% | Reduced |
| CJM Wealth Advisers, Ltd. | 610 | $321.1K | 0.14% | +6+1.0% | Added |
| Merrion Investment Management Co, LLC | 611 | $321.7K | 0.25% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 612 | $322.2K | 0.04% | +112+22.4% | Added |
| Fortis Advisors, LLC | 613 | $322.7K | 0.23% | 00.0% | Unchanged |
| Integris Wealth Management, LLC | 613 | $322.7K | 0.10% | +22+3.7% | Added |
| Davis Investment Partners, LLC | 594 | $324.0K | 0.16% | +594 | New |
| Peninsula Wealth, LLC | 616 | $324.4K | 0.07% | +35+6.0% | Added |
| TFB Advisors LLC | 617 | $324.8K | 0.17% | −450−42.2% | Reduced |
| Colton Groome Financial Advisors, LLC | 617 | $324.8K | 0.14% | +52+9.2% | Added |
| Wellington Shields & Co., LLC | 618 | $325.4K | 0.12% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 618 | $325.4K | 0.03% | +618 | New |
| Olistico Wealth, LLC | 618 | $325.6K | 0.25% | 00.0% | Unchanged |
| Cipher Capital LP | 621 | $326.9K | 0.11% | −1,167−65.3% | Reduced |
| NovaPoint Capital, LLC | 621 | $326.9K | 0.12% | −9−1.4% | Reduced |
| BIP Wealth, LLC | 621 | $327.1K | 0.03% | +210+51.1% | Added |
| Lakeshore Financial Planning, Inc. | 622 | $327.4K | 0.18% | +1+0.2% | Added |
| Capital Investment Services of America, Inc. | 622 | $327.5K | 0.03% | +5+0.8% | Added |
| Acorn Creek Capital LLC | 624 | $328.6K | 0.15% | +624 | New |
| Aufman Associates Inc | 625 | $329.2K | 0.25% | 00.0% | Unchanged |
| IMZ Advisory Inc | 632 | $329.4K | 0.18% | +632 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 627 | $330.0K | 0.17% | −55−8.1% | Reduced |
| Vista Capital Partners, Inc. | 628 | $330.6K | 0.04% | +21+3.5% | Added |
| Endowment Wealth Management, Inc. | 628 | $330.8K | 0.28% | −11−1.7% | Reduced |
| Northstar Group, Inc. | 629 | $331.1K | 0.07% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 630 | $331.6K | 0.10% | −114−15.3% | Reduced |