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 |
|---|---|---|---|---|---|
| Elite Wealth Management, Inc. | 841 | $442.8K | 0.13% | 00.0% | Unchanged |
| Saxony Capital Management, LLC | 841 | $442.9K | 0.59% | +841 | New |
| SOA Wealth Advisors, LLC. | 842 | $443.2K | 0.10% | +2+0.2% | Added |
| Fiduciary Alliance LLC | 842 | $443.4K | 0.09% | −50−5.6% | Reduced |
| Forza Wealth Management, LLC | 843 | $443.8K | 0.24% | −50−5.6% | Reduced |
| Capstone Financial Advisors, Inc. | 844 | $444.3K | 0.03% | +46+5.8% | Added |
| CWS Financial Advisors, LLC | 845 | $444.9K | 0.17% | −4−0.5% | Reduced |
| Wendell David Associates Inc | 847 | $446.0K | 0.05% | +10+1.2% | Added |
| Pasadena Private Wealth, LLC | 848 | $446.3K | 0.11% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 850 | $447.5K | 0.29% | −3−0.4% | Reduced |
| BCJ Capital Management, LLC | 853 | $449.1K | 0.04% | +7+0.8% | Added |
| Sterling Group Wealth Management, LLC | 854 | $449.6K | 0.35% | −9−1.0% | Reduced |
| Legacy Trust | 854 | $449.6K | 0.12% | +25+3.0% | Added |
| Trust Co | 854 | $449.6K | 0.06% | +438+105.3% | Added |
| Perennial Advisors, LLC | 854 | $449.6K | 0.11% | −85−9.1% | Reduced |
| Lanham O'Dell & Company, Inc. | 855 | $450.1K | 0.31% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 856 | $450.7K | 0.37% | −255−23.0% | Reduced |
| TrueWealth Advisors, LLC | 860 | $452.6K | 0.18% | +182+26.8% | Added |
| Vaughan Nelson Investment Management, L.P. | 860 | $453.0K | 0.00% | −125−12.7% | Reduced |
| Byrne Asset Management LLC | 867 | $453.3K | 0.35% | −115−11.7% | Reduced |
| Westmount Partners, LLC | 861 | $453.5K | 0.19% | −17−1.9% | Reduced |
| McGowan Group Asset Management, Inc. | 863 | $454.6K | 0.07% | −2−0.2% | Reduced |
| Horizon Financial Services, LLC | 864 | $454.8K | 0.32% | +1+0.1% | Added |
| Jmac Enterprises LLC | 864 | $454.9K | 0.10% | −2−0.2% | Reduced |
| KilterHowling LLC | 892 | $455.3K | 0.34% | +200+28.9% | Added |
| First United Bank Trust | 865 | $455.4K | 0.18% | 00.0% | Unchanged |
| Garda Capital Partners LP | 865 | $455.4K | 0.23% | −168−16.3% | Reduced |
| Boothbay Fund Management, LLC | 865 | $455.4K | 0.02% | +448+107.4% | Added |
| Mustard Seed Financial, LLC | 865 | $455.4K | 0.51% | +865 | New |
| Michael S. Ryan, Inc. | 866 | $455.9K | 0.38% | 00.0% | Unchanged |
| Continuum Wealth Advisors, LLC | 866 | $455.9K | 0.30% | 00.0% | Unchanged |
| Cairn Investment Group, Inc. | 867 | $456.0K | 0.28% | +240+38.3% | Added |
| Benedict Financial Advisors Inc | 867 | $456.6K | 0.12% | +3+0.3% | Added |
| Octavia Wealth Advisors, LLC | 869 | $457.5K | 0.08% | +32+3.8% | Added |
| Birchcreek Wealth Management, LLC | 870 | $458.0K | 0.27% | −5−0.6% | Reduced |
| Jackson Hole Capital Partners, LLC | 875 | $460.7K | 0.12% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 875 | $460.9K | 0.14% | +56+6.8% | Added |
| Terra Nova Asset Management LLC | 876 | $461.0K | 0.40% | +876 | New |
| Deseret Mutual Benefit Administrators | 876 | $461.2K | 0.27% | −239−21.4% | Reduced |
| Peterson Wealth Services | 878 | $462.0K | 0.20% | +14+1.6% | Added |
| Satovsky Asset Management LLC | 878 | $462.5K | 0.14% | +3+0.3% | Added |
| Gallagher Fiduciary Advisors, LLC | 879 | $462.9K | 0.02% | +45+5.4% | Added |
| Bruce G. Allen Investments, LLC | 880 | $463.3K | 0.42% | +880 | New |
| Schaper Benz & Wise Investment Counsel Inc | 881 | $463.8K | 0.04% | 00.0% | Unchanged |
| Callan Capital, LLC | 882 | $464.3K | 0.04% | +49+5.9% | Added |
| Ridgecrest Wealth Partners, LLC | 882 | $464.4K | 0.31% | −9−1.0% | Reduced |
| Towerpoint Wealth, LLC | 883 | $464.9K | 0.25% | −1−0.1% | Reduced |
| REDW Wealth LLC | 884 | $465.4K | 0.13% | −27−3.0% | Reduced |
| Echo45 Advisors LLC | 885 | $465.9K | 0.36% | +26+3.0% | Added |
| Grassi Investment Management | 885 | $466.0K | 0.05% | 00.0% | Unchanged |
| Juncture Wealth Strategies, LLC | 886 | $466.5K | 0.21% | 00.0% | Unchanged |
| Fort Pitt Capital Group, LLC | 888 | $467.3K | 0.02% | +888 | New |
| Lantz Financial LLC | 888 | $467.5K | 0.17% | +76+9.4% | Added |
| Corton Capital Inc. | 889 | $468.0K | 0.15% | −252−22.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 891 | $469.1K | 0.04% | +891 | New |
| Driehaus Capital Management LLC | 892 | $469.6K | 0.01% | −419−32.0% | Reduced |
| StrategIQ Financial Group, LLC | 893 | $469.9K | 0.05% | +2+0.2% | Added |
| Liberty Wealth Management LLC | 893 | $470.0K | 0.10% | −5−0.6% | Reduced |
| Prostatis Group LLC | 893 | $470.0K | 0.20% | +69+8.4% | Added |
| Objective Capital Management, LLC | 893 | $470.1K | 0.36% | −55−5.8% | Reduced |
| Warren Street Wealth Advisors, LLC | 894 | $470.7K | 0.27% | +111+14.2% | Added |
| Garden State Investment Advisory Services LLC | 892 | $470.7K | 0.19% | +227+34.1% | Added |
| Creative Financial Designs Inc | 894 | $470.8K | 0.05% | +13+1.5% | Added |
| Wellspring Financial Advisors, LLC | 894 | $470.9K | 0.12% | +11+1.2% | Added |
| High Pines Wealth Management, LLC | 897 | $472.5K | 0.72% | +35+4.1% | Added |
| Albert D Mason Inc | 898 | $473.0K | 0.31% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 900 | $473.8K | 0.34% | −32−3.4% | Reduced |
| Aviance Capital Partners, LLC | 901 | $474.2K | 0.10% | +172+23.6% | Added |
| Western Pacific Wealth Management, LP | 903 | $475.4K | 0.35% | +43+5.0% | Added |
| Heritage Wealth Management, Inc. | 905 | $476.5K | 0.51% | +905 | New |
| Callan Family Office, LLC | 907 | $477.5K | 0.12% | +199+28.1% | Added |
| Mosley Wealth Management | 907 | $477.5K | 0.47% | +907 | New |
| Mayport, LLC | 909 | $478.4K | 0.22% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 914 | $481.0K | 0.01% | +82+9.9% | Added |
| New England Capital Financial Advisors LLC | 917 | $482.7K | 0.29% | +1+0.1% | Added |
| Centennial Bank | 920 | $484.4K | 0.29% | +11+1.2% | Added |
| Old Port Advisors | 921 | $485.1K | 0.16% | +33+3.7% | Added |
| Salvus Wealth Management, LLC | 922 | $485.4K | 0.35% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 923 | $485.9K | 0.02% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 924 | $486.3K | 0.28% | 00.0% | Unchanged |
| Insight Folios Inc | 924 | $486.3K | 0.21% | 00.0% | Unchanged |
| Private Ocean, LLC | 924 | $486.6K | 0.05% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 925 | $487.0K | 1.13% | +29+3.2% | Added |
| Hilltop Partners LLC | 926 | $487.4K | 0.19% | +455+96.6% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 927 | $487.8K | 0.23% | −151−14.0% | Reduced |
| Abel Hall, LLC | 927 | $488.0K | 0.42% | +927 | New |
| Clare Market Investments LLC | 927 | $488.1K | 0.17% | +927 | New |
| Balboa Wealth Partners | 928 | $488.6K | 0.16% | −168−15.3% | Reduced |
| Ellsworth Advisors, LLC | 931 | $490.2K | 0.16% | +67+7.8% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 933 | $491.2K | 0.35% | +160+20.7% | Added |
| Matisse Capital | 934 | $491.7K | 0.26% | +934 | New |
| Cornerstone Capital, Inc. | 935 | $492.2K | 0.05% | 00.0% | Unchanged |
| Security National Bank of So Dak | 936 | $492.8K | 0.33% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 937 | $493.4K | 0.03% | −65−6.5% | Reduced |
| Kure Advisory, LLC | 938 | $493.8K | 0.26% | −9−1.0% | Reduced |
| Pettyjohn, Wood & White, Inc | 940 | $494.9K | 0.11% | −10−1.1% | Reduced |
| Van Strum & Towne Inc. | 945 | $497.5K | 0.19% | 00.0% | Unchanged |
| SRB Corp | 946 | $498.0K | 0.03% | 00.0% | Unchanged |
| Red Wave Investments LLC | 946 | $498.0K | 0.20% | −2−0.2% | Reduced |
| Belmont Capital, LLC | 948 | $499.2K | 0.21% | −97−9.3% | Reduced |