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 |
|---|---|---|---|---|---|
| Green Alpha Advisors, LLC | 630 | $331.7K | 0.24% | +630 | New |
| Ironsides Asset Advisors, LLC | 630 | $331.8K | 0.14% | −58−8.4% | Reduced |
| Creekmur Asset Management LLC | 631 | $332.2K | 0.10% | +631 | New |
| BHK Investment Advisors, LLC | 631 | $332.3K | 0.19% | −333−34.5% | Reduced |
| AJ Advisors, LLC | 631 | $332.3K | 0.20% | +225+55.4% | Added |
| Stephenson & Company, Inc. | 633 | $333.3K | 0.28% | +633 | New |
| Independent Family Office, LLC | 636 | $334.8K | 0.19% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 636 | $334.8K | 0.20% | 00.0% | Unchanged |
| Dash Acquisitions Inc. | 623 | $334.9K | 0.12% | +48+8.3% | Added |
| Wetzel Investment Advisors, Inc. | 637 | $335.0K | 0.21% | +637 | New |
| MGO Private Wealth, LLC | 637 | $335.4K | 0.23% | 00.0% | Unchanged |
| 1858 Wealth Management, LLC | 637 | $335.4K | 0.32% | +637 | New |
| Citizens & Northern Corp | 638 | $335.9K | 0.12% | −5−0.8% | Reduced |
| BBR Partners, LLC | 639 | $336.4K | 0.03% | −693−52.0% | Reduced |
| MBA Advisors LLC | 641 | $337.5K | 0.19% | +12+1.9% | Added |
| Tyler-Stone Wealth Management | 642 | $337.8K | 0.17% | +110+20.7% | Added |
| Lansing Street Advisors | 642 | $338.2K | 0.18% | +642 | New |
| Private Client Services, LLC | 642 | $338.2K | 0.28% | +642 | New |
| Seed Wealth Management, Inc. | 627 | $338.2K | 0.34% | 00.0% | Unchanged |
| McDaniel Terry & Co | 644 | $339.0K | 0.03% | −1,600−71.3% | Reduced |
| Howard Wealth Management, LLC | 644 | $339.0K | 0.28% | −15−2.3% | Reduced |
| Cambridge Financial Group, LLC | 645 | $339.6K | 0.18% | +645 | New |
| M. Kraus & Co | 645 | $339.6K | 0.11% | −10−1.5% | Reduced |
| West Bancorporation Inc | 646 | $340.1K | 0.22% | +84+14.9% | Added |
| LBMC Investment Advisors, LLC | 647 | $340.6K | 0.03% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 647 | $340.6K | 0.25% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 648 | $341.2K | 0.03% | 00.0% | Unchanged |
| Tactive Advisors, LLC | 648 | $341.2K | 0.22% | +648 | New |
| Peddock Capital Advisors, LLC | 649 | $341.7K | 0.10% | −12−1.8% | Reduced |
| Drake & Associates, LLC | 649 | $341.7K | 0.14% | +649 | New |
| Edgemoor Investment Advisors, Inc. | 650 | $342.2K | 0.04% | +15+2.4% | Added |
| Scientech Research LLC | 650 | $342.4K | 0.34% | +650 | New |
| Calton & Associates, Inc. | 651 | $342.7K | 0.14% | −2,409−78.7% | Reduced |
| Crown Wealth Group, LLC | 652 | $343.4K | 0.21% | +135+26.1% | Added |
| Sittner & Nelson, LLC | 655 | $345.0K | 0.18% | −32−4.7% | Reduced |
| Skyline Advisors, Inc. | 657 | $345.8K | 0.17% | +657 | New |
| Aspen Investment Management Inc | 658 | $346.0K | 0.19% | 00.0% | Unchanged |
| Tidemark, LLC | 659 | $347.1K | 0.22% | +659 | New |
| Custos Family Office, LLC | 660 | $347.2K | 0.18% | +3+0.5% | Added |
| Reston Wealth Management LLC | 660 | $347.4K | 0.16% | +27+4.3% | Added |
| Mendota Financial Group, LLC | 660 | $347.5K | 0.27% | +353+115.0% | Added |
| Voisard Asset Management Group, Inc. | 661 | $348.0K | 0.21% | +661 | New |
| Strait & Sound Wealth Management LLC | 663 | $348.0K | 0.22% | +16+2.5% | Added |
| Custom Portfolio Group LLC | 664 | $349.6K | 0.31% | +664 | New |
| RW Investment Management LLC | 665 | $350.1K | 0.05% | −43−6.1% | Reduced |
| Cherrydale Wealth Management, LLC | 666 | $350.5K | 0.18% | +98+17.3% | Added |
| Commonwealth Financial Services, LLC | 666 | $350.6K | 0.08% | +666 | New |
| Register Financial Advisors LLC | 667 | $351.1K | 0.23% | +366+121.6% | Added |
| Southeast Asset Advisors Inc. | 668 | $351.7K | 0.05% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 668 | $351.7K | 0.21% | −48−6.7% | Reduced |
| Landaas & Co | 669 | $352.0K | 0.13% | +10+1.5% | Added |
| Heartwood Wealth Advisors LLC | 669 | $352.2K | 0.05% | +1+0.1% | Added |
| Signet Financial Management, LLC | 671 | $353.0K | 0.05% | +1+0.1% | Added |
| Hillman Capital Management, Inc. | 671 | $353.3K | 0.12% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 671 | $353.4K | 0.31% | +671 | New |
| Monticello Wealth Management, LLC | 675 | $355.4K | 0.03% | −37−5.2% | Reduced |
| Werba Rubin Papier Wealth Management | 675 | $355.5K | 0.12% | +47+7.5% | Added |
| Autumn Glory Partners, LLC | 685 | $355.6K | 0.20% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 677 | $356.2K | 0.04% | +4+0.6% | Added |
| Flaharty Asset Management, LLC | 680 | $358.0K | 0.06% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 682 | $359.2K | 0.16% | +682 | New |
| Shilanski & Associates, Inc. | 683 | $359.8K | 0.14% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 684 | $360.1K | 0.23% | +20+3.0% | Added |
| Inceptionr LLC | 684 | $360.1K | 0.26% | +684 | New |
| M3 Advisory Group, LLC | 687 | $361.5K | 0.42% | +687 | New |
| Seldon Capital LP | 687 | $361.7K | 0.28% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 688 | $362.2K | 0.33% | +3+0.4% | Added |
| Family Firm, Inc. | 691 | $363.6K | 0.09% | +17+2.5% | Added |
| Aprio Wealth Management, LLC | 691 | $363.7K | 0.08% | −35−4.8% | Reduced |
| Gemmer Asset Management LLC | 692 | $364.3K | 0.04% | 00.0% | Unchanged |
| Swisher Financial Concepts, Inc. | 705 | $365.0K | 0.35% | +705 | New |
| Greatmark Investment Partners, Inc. | 694 | $365.4K | 0.06% | +54+8.4% | Added |
| Williams & Novak, LLC | 694 | $365.4K | 0.42% | +694 | New |
| Benchmark Financial Wealth Advisors, LLC | 695 | $365.7K | 0.16% | +53+8.3% | Added |
| Index Fund Advisors, Inc. | 697 | $366.9K | 0.02% | −81−10.4% | Reduced |
| RTD Financial Advisors, Inc. | 699 | $368.0K | 0.05% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 699 | $368.1K | 0.37% | −19−2.6% | Reduced |
| Wealth Dimensions Group, Ltd. | 700 | $368.7K | 0.12% | −6−0.8% | Reduced |
| Moreno Evelyn V | 701 | $369.1K | 0.17% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 701 | $369.1K | 0.21% | +30+4.5% | Added |
| NDVR, Inc. | 701 | $369.1K | 0.44% | +701 | New |
| American Financial Advisors, LLC | 701 | $369.1K | 0.05% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 703 | $370.0K | 0.03% | +229+48.3% | Added |
| Consilio Wealth Advisors, LLC | 705 | $370.9K | 0.19% | +252+55.6% | Added |
| Xcel Wealth Management, LLC | 706 | $371.7K | 0.13% | −2−0.3% | Reduced |
| Newton One Investments LLC | 707 | $372.0K | 0.17% | −63−8.2% | Reduced |
| Massachusetts Wealth Management | 707 | $372.2K | 0.30% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 708 | $372.6K | 0.07% | +17+2.5% | Added |
| Monterey Private Wealth, Inc. | 708 | $373.0K | 0.17% | 00.0% | Unchanged |
| Bath Savings Trust Co | 709 | $373.3K | 0.04% | +36+5.3% | Added |
| Marino, Stram & Associates LLC | 715 | $376.2K | 0.10% | +7+1.0% | Added |
| Arbor Investment Advisors, LLC | 717 | $377.5K | 0.06% | 00.0% | Unchanged |
| Milestone Asset Management, LLC | 718 | $378.0K | 0.12% | +202+39.1% | Added |
| Redwood Financial Network Corp | 719 | $378.5K | 0.37% | −125−14.8% | Reduced |
| Power Corp of Canada | 719 | $378.5K | 0.04% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 720 | $379.0K | 0.02% | −188−20.7% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 719 | $379.0K | 0.05% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 722 | $380.1K | 0.06% | 00.0% | Unchanged |
| Columbia Asset Management | 724 | $381.0K | 0.08% | −119−14.1% | Reduced |
| Narus Financial Partners, LLC | 727 | $382.7K | 0.18% | −40−5.2% | Reduced |