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 |
|---|---|---|---|---|---|
| TimesSquare Capital Management, LLC | 950 | $500.0K | 0.01% | +950 | New |
| Summa Corp. | 950 | $500.1K | 0.35% | +950 | New |
| Imprint Wealth LLC | 987 | $504.0K | 0.40% | −30−2.9% | Reduced |
| DRW Securities, LLC | 960 | $505.4K | 0.02% | −2,349−71.0% | Reduced |
| Greenwood Gearhart Inc | 960 | $505.4K | 0.05% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 965 | $508.0K | 0.24% | +111+13.0% | Added |
| Sandy Cove Advisors, LLC | 966 | $508.7K | 0.26% | +198+25.8% | Added |
| Maven Securities LTD | 968 | $509.6K | 0.06% | +968 | New |
| Private Capital Management LLC | 970 | $510.7K | 0.12% | +187+23.9% | Added |
| Genesee Capital Advisors, LLC | 971 | $511.1K | 0.32% | +130+15.5% | Added |
| Cassia Capital Partners, LLC | 971 | $511.2K | 0.42% | +48+5.2% | Added |
| Raleigh Capital Management Inc. | 972 | $511.7K | 0.24% | +112+13.0% | Added |
| Apella Capital, LLC | 939 | $512.1K | 0.03% | +7+0.8% | Added |
| Tower Wealth Partners, Inc. | 975 | $513.3K | 0.36% | −4−0.4% | Reduced |
| Nixon Peabody Trust Co | 975 | $513.3K | 0.06% | +475+95.0% | Added |
| Etesian Wealth Advisors, Inc. | 980 | $514.4K | 0.31% | +21+2.2% | Added |
| Linscomb & Williams, Inc. | 978 | $515.0K | 0.03% | −195−16.6% | Reduced |
| Altus Wealth Group LLC | 983 | $517.5K | 0.29% | −21−2.1% | Reduced |
| Burr Financial Services, LLC | 1,002 | $518.3K | 0.40% | +1,002 | New |
| Cheviot Value Management, LLC | 985 | $518.6K | 0.11% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 986 | $519.3K | 0.23% | +69+7.5% | Added |
| New Potomac Partners, LLC | 989 | $520.9K | 0.31% | +989 | New |
| Miramar Capital, LLC | 991 | $521.7K | 0.14% | −131−11.7% | Reduced |
| Coastal Bridge Advisors, LLC | 993 | $522.7K | 0.13% | +20+2.1% | Added |
| Amplius Wealth Advisors, LLC | 993 | $522.9K | 0.06% | +38+4.0% | Added |
| Cascade Investment Group, Inc. | 995 | $523.7K | 0.42% | +30+3.1% | Added |
| Fogel Capital Management, Inc. | 1,009 | $524.8K | 0.40% | +1,009 | New |
| Palmer Knight Co | 997 | $524.9K | 0.32% | +34+3.5% | Added |
| Leo Wealth, LLC | 1,010 | $525.1K | 0.05% | +1,010 | New |
| Element Pointe Advisors, LLC | 999 | $525.9K | 0.15% | +153+18.1% | Added |
| Levy Wealth Management Group, LLC | 1,002 | $527.6K | 0.15% | +2+0.2% | Added |
| Core Wealth Partners LLC | 1,004 | $528.6K | 0.43% | −18−1.8% | Reduced |
| Aldebaran Financial Inc. | 1,005 | $529.1K | 0.82% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 1,005 | $529.3K | 0.24% | −36−3.5% | Reduced |
| 360 Financial, Inc. | 1,006 | $529.6K | 0.23% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 1,008 | $530.9K | 0.20% | −77−7.1% | Reduced |
| Seelaus Asset Management LLC | 1,012 | $532.9K | 0.52% | 00.0% | Unchanged |
| Intelligence Driven Advisers, LLC | 1,042 | $533.2K | 0.09% | +276+36.0% | Added |
| General Partner, Inc. | 1,002 | $534.1K | 0.45% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 1,016 | $534.9K | 0.10% | +16+1.6% | Added |
| Klingman & Associates, LLC | 1,019 | $536.5K | 0.04% | −42−4.0% | Reduced |
| Garde Capital, Inc. | 1,021 | $538.0K | 0.04% | −923−47.5% | Reduced |
| LVZ Advisors, Inc. | 1,023 | $538.3K | 0.08% | +1,023 | New |
| Black Diamond Financial, LLC | 1,024 | $539.1K | 0.15% | −41−3.8% | Reduced |
| Lesa Sroufe & Co | 1,025 | $540.0K | 0.55% | −10−1.0% | Reduced |
| SWP Financial LLC | 1,026 | $540.2K | 0.42% | +1,026 | New |
| Regal Wealth Group, Inc. | 991 | $540.4K | 0.33% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 1,027 | $540.8K | 0.04% | −158−13.3% | Reduced |
| HFR Wealth Management, LLC | 1,030 | $542.0K | 0.15% | +110+12.0% | Added |
| Hengehold Capital Management LLC | 1,032 | $543.3K | 0.06% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 1,032 | $543.4K | 0.25% | +21+2.1% | Added |
| Paragon Private Wealth Management, LLC | 1,042 | $548.6K | 0.38% | +150+16.8% | Added |
| Bill Few Associates, Inc. | 1,046 | $550.7K | 0.25% | +402+62.4% | Added |
| Arcus Capital Partners, LLC | 1,047 | $551.2K | 0.19% | −537−33.9% | Reduced |
| Alhambra Investment Partners LLC | 1,049 | $552.3K | 0.33% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 1,028 | $552.6K | 0.49% | +115+12.6% | Added |
| Traphagen Investment Advisors LLC | 1,050 | $552.7K | 0.06% | +193+22.5% | Added |
| Rappaport Reiches Capital Management, LLC | 1,050 | $553.0K | 0.20% | −85−7.5% | Reduced |
| New England Research & Management, Inc. | 1,050 | $553.0K | 0.29% | −3,410−76.5% | Reduced |
| BCS Wealth Management | 1,050 | $553.0K | 0.20% | −8−0.8% | Reduced |
| Perritt Capital Management Inc | 1,052 | $553.9K | 0.31% | −93−8.1% | Reduced |
| Heck Capital Advisors, LLC | 1,054 | $554.9K | 0.09% | −96−8.3% | Reduced |
| Family Management Corp | 1,055 | $555.4K | 0.12% | +13+1.2% | Added |
| Fairview Capital Investment Management, LLC | 1,056 | $556.0K | 0.03% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 1,057 | $556.5K | 0.04% | +7+0.7% | Added |
| BlueChip Wealth Advisors LLC | 1,057 | $556.7K | 0.39% | +1,057 | New |
| SignalPoint Asset Management, LLC | 1,059 | $557.0K | 0.16% | −7−0.7% | Reduced |
| TCWP LLC | 1,059 | $557.5K | 1.58% | −4,422−80.7% | Reduced |
| Gables Capital Management Inc. | 1,059 | $557.5K | 0.35% | −5−0.5% | Reduced |
| Values Added Financial LLC | 1,059 | $557.5K | 0.46% | +162+18.1% | Added |
| Castleview Partners, LLC | 1,063 | $559.5K | 0.39% | +284+36.5% | Added |
| New Jersey Better Educational Savings Trust | 1,063 | $559.6K | 1.18% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 1,064 | $560.2K | 0.03% | −9−0.8% | Reduced |
| Barrett & Company, Inc. | 1,064 | $560.2K | 0.30% | +165+18.4% | Added |
| Harvey Capital Management Inc | 1,066 | $561.2K | 0.19% | 00.0% | Unchanged |
| Steele Capital Management, Inc. | 1,069 | $563.0K | 0.04% | +1,069 | New |
| HHM Wealth Advisors, LLC | 1,073 | $564.9K | 0.10% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 1,074 | $565.4K | 0.14% | +50+4.9% | Added |
| Lafayette Investments, Inc. | 1,075 | $566.0K | 0.14% | −20−1.8% | Reduced |
| Unionview, LLC | 1,076 | $566.5K | 0.51% | −7−0.6% | Reduced |
| Renaissance Investment Group LLC | 1,076 | $566.5K | 0.14% | +10+0.9% | Added |
| Palisades Hudson Asset Management, L.P. | 1,078 | $567.0K | 0.27% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 1,079 | $568.1K | 0.20% | +48+4.7% | Added |
| First Bank & Trust | 1,080 | $568.6K | 0.14% | +153+16.5% | Added |
| May Barnhard Investments LLC | 1,080 | $568.7K | 0.29% | +1,080 | New |
| MEMBERS Trust Co | 1,085 | $569.5K | 0.02% | +51+4.9% | Added |
| Quadrant Private Wealth Management, LLC | 1,084 | $570.7K | 0.16% | −96−8.1% | Reduced |
| Charter Oak Capital Management, LLC | 1,088 | $572.7K | 0.07% | +2+0.2% | Added |
| Moody Aldrich Partners LLC | 1,088 | $572.8K | 0.10% | −50−4.4% | Reduced |
| Roman Butler Fullerton & Co | 1,140 | $573.5K | 0.22% | −372−24.6% | Reduced |
| Relative Value Partners Group, LLC | 1,092 | $574.9K | 0.04% | +16+1.5% | Added |
| Northwest Wealth Management, LLC | 1,093 | $575.5K | 0.17% | +19+1.8% | Added |
| Donoghue Forlines LLC | 1,094 | $576.0K | 0.18% | −477−30.4% | Reduced |
| Seeds Investor LLC | 1,096 | $577.1K | 0.65% | +1,096 | New |
| Kapitalo Investimentos Ltda | 1,100 | $579.1K | 0.12% | +848+336.5% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 1,100 | $579.3K | 0.24% | −1−0.1% | Reduced |
| Zuckerman Investment Group, LLC | 1,101 | $579.6K | 0.07% | −17−1.5% | Reduced |
| Integrated Investment Consultants, LLC | 1,102 | $580.4K | 0.18% | +41+3.9% | Added |
| Invesco, LLC | 1,103 | $580.7K | 0.27% | +31+2.9% | Added |
| XR Securities LLC | 1,105 | $581.7K | 0.18% | +646+140.7% | Added |