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
- 3,421
- +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
- 1,421 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 |
|---|---|---|---|---|---|
| Citizens National Bank Trust Department | 18,034 | $9.49M | 2.41% | −50−0.3% | Reduced |
| Brighton Jones LLC | 18,004 | $9.48M | 0.40% | +2,365+15.1% | Added |
| Farmers & Merchants Trust Co of Long Beach | 17,898 | $9.42M | 2.49% | +269+1.5% | Added |
| Silvercrest Asset Management Group LLC | 17,862 | $9.40M | 0.07% | +1,352+8.2% | Added |
| Mattern Capital Management, LLC | 17,659 | $9.30M | 1.35% | +312+1.8% | Added |
| Governors Lane LP | 17,651 | $9.29M | 2.40% | −22,300−55.8% | Reduced |
| Evergreen Capital Management LLC | 17,581 | $9.26M | 0.38% | +795+4.7% | Added |
| Castleark Management LLC | 17,574 | $9.25M | 0.41% | −506−2.8% | Reduced |
| MainStreet Investment Advisors LLC | 17,548 | $9.24M | 1.04% | +289+1.7% | Added |
| Savant Capital, LLC | 17,448 | $9.19M | 0.12% | +1,099+6.7% | Added |
| Thoroughbred Financial Services, LLC | 17,351 | $9.13M | 0.74% | +834+5.0% | Added |
| PEAK6 Investments LLC | 17,351 | $9.13M | 0.39% | +9,633+124.8% | Added |
| NEOS Investment Management LLC | 17,295 | $9.11M | 0.86% | +3,569+26.0% | Added |
| Security National Bank | 17,185 | $9.05M | 2.04% | +142+0.8% | Added |
| TrimTabs Asset Management, LLC | 17,184 | $9.05M | 2.63% | +7,679+80.8% | Added |
| Avitas Wealth Management LLC | 17,151 | $9.03M | 1.51% | −40−0.2% | Reduced |
| Stonegate Investment Group, LLC | 17,102 | $9.00M | 0.30% | 00.0% | Unchanged |
| Burt Wealth Advisors | 17,049 | $8.98M | 2.56% | −285−1.6% | Reduced |
| Pitcairn Co | 17,048 | $8.98M | 0.66% | +3,201+23.1% | Added |
| Ostrum Asset Management | 16,955 | $8.93M | 0.78% | −3,091−15.4% | Reduced |
| Verdence Capital Advisors LLC | 16,941 | $8.92M | 0.86% | +342+2.1% | Added |
| Schnieders Capital Management LLC | 16,931 | $8.91M | 1.96% | −962−5.4% | Reduced |
| Capital Investment Advisors, LLC | 16,898 | $8.90M | 0.22% | +1,432+9.3% | Added |
| Goelzer Investment Management, Inc. | 16,893 | $8.89M | 0.57% | +379+2.3% | Added |
| Kesler, Norman & Wride, LLC | 16,868 | $8.88M | 2.03% | −267−1.6% | Reduced |
| Ritholtz Wealth Management | 16,866 | $8.88M | 0.34% | +2,744+19.4% | Added |
| American Trust | 16,725 | $8.81M | 0.65% | −473−2.8% | Reduced |
| Fulcrum Capital LLC | 16,697 | $8.79M | 2.27% | +16,697 | New |
| Cozad Asset Management Inc | 16,671 | $8.78M | 1.01% | +781+4.9% | Added |
| Stolper Co | 16,670 | $8.78M | 3.53% | +10+0.1% | Added |
| Chronos Wealth Management, LLC | 16,612 | $8.75M | 5.56% | −407−2.4% | Reduced |
| Zions Bancorporation, N.A. | 16,585 | $8.73M | 0.60% | +625+3.9% | Added |
| Highland Capital Management, LLC | 16,565 | $8.72M | 0.54% | +55+0.3% | Added |
| Consolidated Investment Group LLC | 16,535 | $8.71M | 1.54% | −1,065−6.1% | Reduced |
| Winmill & Co. Inc | 16,475 | $8.67M | 2.78% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 16,471 | $8.67M | 1.32% | −109−0.7% | Reduced |
| Mitchell Capital Management Co | 16,437 | $8.65M | 1.82% | −225−1.4% | Reduced |
| Ledyard National Bank | 16,403 | $8.64M | 0.89% | +78+0.5% | Added |
| Busey Wealth Management | 16,400 | $8.63M | 0.33% | +1,083+7.1% | Added |
| GHP Investment Advisors, Inc. | 16,384 | $8.63M | 0.47% | −34−0.2% | Reduced |
| North Star Asset Management Inc | 16,346 | $8.61M | 0.44% | +667+4.3% | Added |
| Capital International Sarl | 16,318 | $8.59M | 0.32% | −378−2.3% | Reduced |
| FORA Capital, LLC | 16,278 | $8.57M | 0.74% | +16,278 | New |
| Bank of Nova Scotia Trust Co | 16,140 | $8.50M | 0.95% | +2,201+15.8% | Added |
| Running Oak Capital LLC | 16,086 | $8.47M | 1.67% | +2,400+17.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 16,070 | $8.46M | 0.76% | +123+0.8% | Added |
| Tradition Wealth Management, LLC | 16,068 | $8.46M | 0.89% | −573−3.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 16,020 | $8.43M | 0.32% | +517+3.3% | Added |
| Fragasso Group Inc. | 15,996 | $8.42M | 0.77% | −1,439−8.3% | Reduced |
| McKinley Carter Wealth Services, Inc. | 15,940 | $8.39M | 0.61% | +1,402+9.6% | Added |
| Kovitz Investment Group Partners, LLC | 15,916 | $8.38M | 0.14% | −1,112−6.5% | Reduced |
| FourThought Financial Partners, LLC | 15,868 | $8.35M | 1.05% | −168−1.0% | Reduced |
| Meritage Portfolio Management | 15,848 | $8.34M | 0.55% | +988+6.6% | Added |
| FDx Advisors, Inc. | 15,755 | $8.29M | 0.64% | −1,902−10.8% | Reduced |
| AMG National Trust Bank | 15,735 | $8.28M | 0.26% | +71+0.5% | Added |
| Kingswood Wealth Advisors, LLC | 15,730 | $8.28M | 0.94% | +14,080+853.3% | Added |
| Weiss Multi-Strategy Advisers LLC | 15,728 | $8.28M | 0.21% | +5,277+50.5% | Added |
| Empire Life Investments Inc. | 15,696 | $8.26M | 0.53% | −162−1.0% | Reduced |
| Fundamentun, LLC | 15,676 | $8.25M | 0.98% | +157+1.0% | Added |
| Global Retirement Partners, LLC | 15,868 | $8.24M | 0.34% | +438+2.8% | Added |
| Timber Creek Capital Management LLC | 15,645 | $8.24M | 2.81% | +115+0.7% | Added |
| Coastline Trust Co | 15,607 | $8.22M | 1.09% | +844+5.7% | Added |
| Americana Partners, LLC | 16,682 | $8.22M | 0.78% | +1,067+6.8% | Added |
| Checchi Capital Advisers, LLC | 15,596 | $8.21M | 0.67% | +367+2.4% | Added |
| Rothschild Capital Partners, LLC | 15,537 | $8.18M | 2.58% | +358+2.4% | Added |
| Argonautica Private Wealth Management, Inc | 15,522 | $8.17M | 3.35% | −20−0.1% | Reduced |
| Sigma Investment Counselors Inc | 15,492 | $8.16M | 0.58% | +90+0.6% | Added |
| Lincoln National Corp | 15,489 | $8.15M | 0.14% | +1,107+7.7% | Added |
| Texas Capital Bank Wealth Management Services Inc | 15,488 | $8.15M | 0.96% | −502−3.1% | Reduced |
| Wright Investors Service Inc | 15,483 | $8.15M | 2.30% | −3,352−17.8% | Reduced |
| Davy Global Fund Management Ltd | 15,344 | $8.08M | 0.95% | +14,802+2,731.0% | Added |
| Blue Fin Capital, Inc. | 15,295 | $8.05M | 2.07% | +434+2.9% | Added |
| Pavadi Capital LLC | 15,271 | $8.04M | 9.90% | +7,560+98.0% | Added |
| Alley Investment Management Company, LLC | 15,226 | $8.02M | 1.17% | +5,562+57.6% | Added |
| Lester Murray Antman dba SimplyRich | 15,185 | $7.99M | 2.75% | −91−0.6% | Reduced |
| Jackson Wealth Management, LLC | 15,108 | $7.95M | 1.05% | +223+1.5% | Added |
| Consolidated Planning Corp | 15,079 | $7.94M | 1.48% | +107+0.7% | Added |
| Schechter Investment Advisors, LLC | 15,079 | $7.94M | 0.69% | −409−2.6% | Reduced |
| Alapocas Investment Partners, Inc. | 14,982 | $7.89M | 4.99% | +99+0.7% | Added |
| Marietta Wealth Management, LLC | 14,969 | $7.88M | 1.40% | +87+0.6% | Added |
| Exchange Traded Concepts, LLC | 14,964 | $7.88M | 0.21% | −17,149−53.4% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 14,867 | $7.83M | 2.51% | −928−5.9% | Reduced |
| Brown Shipley& Co Ltd | 14,834 | $7.81M | 3.87% | +2,758+22.8% | Added |
| Colonial Trust Co | 14,809 | $7.80M | 1.62% | +1,332+9.9% | Added |
| Red Door Wealth Management, LLC | 14,777 | $7.78M | 1.69% | +615+4.3% | Added |
| TrinityPoint Wealth, LLC | 14,774 | $7.78M | 1.41% | +7,489+102.8% | Added |
| Legacy Advisors, LLC | 14,742 | $7.76M | 1.00% | −925−5.9% | Reduced |
| RNC Capital Management LLC | 14,701 | $7.74M | 0.46% | +161+1.1% | Added |
| HBK Sorce Advisory LLC | 14,648 | $7.71M | 0.30% | −1,086−6.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 14,595 | $7.68M | 0.30% | +3,120+27.2% | Added |
| Pine Valley Investments Ltd Liability Co | 14,571 | $7.67M | 0.64% | +2,057+16.4% | Added |
| Burns J W & Co Inc | 14,519 | $7.64M | 1.13% | +54+0.4% | Added |
| Asset Dedication, LLC | 14,359 | $7.64M | 0.62% | +495+3.6% | Added |
| Wedge Capital Management L L P | 14,491 | $7.63M | 0.14% | −2,904−16.7% | Reduced |
| Mader & Shannon Wealth Management, Inc. | 14,482 | $7.62M | 4.34% | −66−0.5% | Reduced |
| Valeo Financial Advisors, LLC | 14,476 | $7.62M | 0.31% | +458+3.3% | Added |
| CMH Wealth Management LLC | 14,456 | $7.61M | 1.84% | +455+3.2% | Added |
| KMG Fiduciary Partners, LLC | 14,387 | $7.57M | 0.88% | +234+1.7% | Added |
| Redwood Investments, LLC | 14,289 | $7.52M | 1.96% | −1,061−6.9% | Reduced |
| CAPROCK Group, Inc. | 14,256 | $7.51M | 0.48% | +194+1.4% | Added |