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 |
|---|---|---|---|---|---|
| Madden Securities Corp | 728 | $383.3K | 0.20% | +728 | New |
| Otter Creek Advisors, LLC | 730 | $384.0K | 0.33% | −7,800−91.4% | Reduced |
| Invictus Private Wealth, LLC | 731 | $384.9K | 0.04% | −111−13.2% | Reduced |
| BlueSky Wealth Advisors, LLC | 731 | $384.9K | 0.07% | +290+65.8% | Added |
| waypoint wealth counsel | 732 | $385.2K | 0.33% | +23+3.2% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 733 | $385.8K | 0.25% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 733 | $385.9K | 0.19% | −35−4.6% | Reduced |
| Caitlin John, LLC | 733 | $386.0K | 0.32% | +733 | New |
| Exchange Bank | 734 | $386.4K | 0.33% | −179−19.6% | Reduced |
| Rosenbaum Jay D. | 736 | $387.5K | 1.00% | −87−10.6% | Reduced |
| Jamison Private Wealth Management, Inc. | 737 | $387.8K | 0.07% | +27+3.8% | Added |
| Barnes Pettey Financial Advisors, LLC | 738 | $388.5K | 0.32% | +3+0.4% | Added |
| Financial Planning & Information Services, Inc. | 738 | $388.7K | 0.06% | −30−3.9% | Reduced |
| Boston Research & Management Inc | 740 | $389.0K | 0.10% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 739 | $389.2K | 0.18% | −29−3.8% | Reduced |
| Vahanian & Associates Financial Planning Inc. | 741 | $390.1K | 1.54% | −330−30.8% | Reduced |
| One Day In July LLC | 742 | $390.6K | 0.06% | −8−1.1% | Reduced |
| BlackDiamond Wealth Management Inc. | 777 | $390.8K | 0.29% | +187+31.7% | Added |
| Alliance Wealth Advisors, LLC | 744 | $391.7K | 0.26% | 00.0% | Unchanged |
| Bank Ozk | 745 | $392.2K | 0.19% | −35−4.5% | Reduced |
| Indiana Trust & Investment Management CO | 745 | $392.2K | 0.18% | +13+1.8% | Added |
| Client 1st Advisory Group, LLC | 745 | $392.2K | 0.19% | +62+9.1% | Added |
| Walkner Condon Financial Advisors LLC | 747 | $393.3K | 0.09% | +198+36.1% | Added |
| New World Advisors LLC | 747 | $393.3K | 0.12% | +15+2.0% | Added |
| RWM Asset Management, LLC | 722 | $393.8K | 0.07% | +72+11.1% | Added |
| Brown Capital Management LLC | 748 | $393.8K | 0.01% | −432−36.6% | Reduced |
| HWG Holdings LP | 748 | $393.8K | 0.18% | −239−24.2% | Reduced |
| Merlin Capital LLC | 748 | $393.8K | 1.26% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 748 | $393.8K | 0.02% | +115+18.2% | Added |
| Luts & Greenleigh Group, Inc | 750 | $394.6K | 0.50% | −40−5.1% | Reduced |
| Meridian Wealth Partners, LLC | 750 | $394.7K | 0.08% | +63+9.2% | Added |
| White Knight Strategic Wealth Advisors, LLC | 750 | $394.9K | 0.45% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 750 | $395.0K | 0.20% | +750 | New |
| Hazlett, Burt & Watson, Inc. | 751 | $396.0K | 0.27% | −140−15.7% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 755 | $397.2K | 0.10% | +755 | New |
| Gateway Wealth Partners, LLC | 755 | $397.4K | 0.16% | −101−11.8% | Reduced |
| Red Lighthouse Investment Management, LLC | 757 | $398.5K | 0.17% | −1−0.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 759 | $399.6K | 0.00% | −103−11.9% | Reduced |
| Clark Financial Services Group Inc | 759 | $400.0K | 0.51% | 00.0% | Unchanged |
| Element Wealth, LLC | 763 | $401.6K | 0.25% | −31−3.9% | Reduced |
| Orion Capital Management LLC | 763 | $401.7K | 0.24% | +221+40.8% | Added |
| Kelman-Lazarov, Inc. | 764 | $402.2K | 0.09% | −23−2.9% | Reduced |
| Bernardo Wealth Planning LLC | 767 | $403.9K | 0.13% | +8+1.1% | Added |
| Concentric Capital Strategies, LP | 768 | $404.3K | 0.05% | −2,967−79.4% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 768 | $404.3K | 0.08% | +331+75.7% | Added |
| Taylor & Morgan Wealth Management, LLC | 772 | $406.5K | 0.32% | −26−3.3% | Reduced |
| Osterweis Capital Management Inc | 775 | $408.0K | 0.03% | +11+1.4% | Added |
| Garrison Asset Management, LLC | 779 | $410.1K | 0.23% | +202+35.0% | Added |
| Investmark Advisory Group LLC | 779 | $410.1K | 0.24% | +1+0.1% | Added |
| Summit Financial Strategies, Inc. | 780 | $410.6K | 0.06% | −33−4.1% | Reduced |
| Tandem Wealth Advisors LLC | 781 | $411.2K | 0.24% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 781 | $411.2K | 0.36% | +74+10.5% | Added |
| Fortem Financial Group, LLC | 781 | $411.3K | 0.20% | −5−0.6% | Reduced |
| Woodstock Corp | 784 | $412.8K | 0.05% | −17−2.1% | Reduced |
| Canvas Wealth Advisors, LLC | 795 | $414.8K | 0.15% | +50+6.7% | Added |
| Lion Street Advisors, LLC | 788 | $414.9K | 0.17% | −632−44.5% | Reduced |
| AdvisorShares Investments LLC | 791 | $416.4K | 0.10% | +791 | New |
| Granite Harbor Advisors, Inc. | 792 | $417.0K | 0.31% | +74+10.3% | Added |
| Global Financial Private Client, LLC | 792 | $417.0K | 0.20% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 793 | $417.5K | 0.03% | −75−8.6% | Reduced |
| Shulman DeMeo Asset Management LLC | 794 | $417.9K | 0.12% | +45+6.0% | Added |
| Baker Ellis Asset Management LLC | 794 | $418.0K | 0.07% | −100−11.2% | Reduced |
| Brooks, Moore & Associates, Inc. | 794 | $418.0K | 0.29% | +7+0.9% | Added |
| Facet Wealth, Inc. | 819 | $418.1K | 0.02% | +147+21.9% | Added |
| Philadelphia Trust Co | 796 | $419.0K | 0.04% | +19+2.4% | Added |
| Main Street Research LLC | 797 | $419.5K | 0.03% | +88+12.4% | Added |
| Ritter Daniher Financial Advisory LLC | 797 | $419.6K | 0.16% | −19−2.3% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 799 | $420.6K | 2.43% | −552−40.9% | Reduced |
| Aft, Forsyth & Company, Inc. | 799 | $420.6K | 0.27% | +25+3.2% | Added |
| AlphaStar Capital Management, LLC | 800 | $421.0K | 0.04% | −782−49.4% | Reduced |
| Center for Financial Planning, Inc. | 801 | $421.7K | 0.08% | 00.0% | Unchanged |
| KLR Investment Advisors, LLC | 802 | $422.2K | 0.31% | +198+32.8% | Added |
| Beaton Management Co. Inc. | 804 | $423.0K | 0.25% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 803 | $423.0K | 0.06% | +413+105.9% | Added |
| Benin Management CORP | 804 | $423.3K | 0.14% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 807 | $425.0K | 0.05% | +11+1.4% | Added |
| Caerus Investment Advisors, LLC | 808 | $425.4K | 0.41% | 00.0% | Unchanged |
| ETF Portfolio Partners, Inc. | 809 | $425.9K | 0.14% | −14−1.7% | Reduced |
| Alpine Woods Capital Investors, LLC | 810 | $426.4K | 0.06% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 810 | $426.4K | 0.29% | +40+5.2% | Added |
| ASB Consultores, LLC | 811 | $427.0K | 0.14% | −540−40.0% | Reduced |
| WealthPlan Investment Management, LLC | 811 | $427.0K | 0.07% | −100−11.0% | Reduced |
| Clear Rock Advisors, LLC | 824 | $427.0K | 0.19% | +824 | New |
| Avenue 1 Advisors, LLC | 812 | $427.5K | 0.19% | +20+2.5% | Added |
| West Wealth Group, LLC | 812 | $427.7K | 0.17% | −6−0.7% | Reduced |
| Wayfinding Financial, LLC | 813 | $428.0K | 0.29% | +145+21.7% | Added |
| Innova Wealth Partners | 813 | $428.0K | 0.37% | +76+10.3% | Added |
| Cherry Tree Wealth Management, LLC | 817 | $429.9K | 0.11% | +102+14.3% | Added |
| First Heartland Consultants, Inc. | 817 | $430.0K | 0.05% | +70+9.4% | Added |
| Rodgers Brothers Inc. | 822 | $432.8K | 0.07% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 824 | $433.8K | 0.03% | +263+46.9% | Added |
| Dentgroup LLC | 827 | $435.3K | 0.39% | −268−24.5% | Reduced |
| Regatta Capital Group, LLC | 829 | $436.4K | 0.11% | −11−1.3% | Reduced |
| Foster Victor Wealth Advisors, LLC | 815 | $437.3K | 0.04% | −4−0.5% | Reduced |
| Davis Capital Management | 833 | $438.6K | 0.42% | +833 | New |
| Mascoma Wealth Management LLC | 835 | $439.6K | 0.13% | −23−2.7% | Reduced |
| Spotlight Asset Group, Inc. | 872 | $439.7K | 0.40% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 836 | $440.1K | 0.18% | −14−1.6% | Reduced |
| Cottonwood Capital Advisors, LLC | 836 | $440.1K | 0.36% | +293+54.0% | Added |
| GSG Advisors LLC | 813 | $440.6K | 0.17% | +139+20.6% | Added |