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 |
|---|---|---|---|---|---|
| Kidder Stephen W | 14,248 | $7.50M | 2.42% | +477+3.5% | Added |
| SOL Capital Management CO | 14,168 | $7.46M | 1.01% | −50−0.4% | Reduced |
| Liberty Capital Management, Inc. | 14,162 | $7.46M | 1.96% | −575−3.9% | Reduced |
| Lindbrook Capital, LLC | 14,059 | $7.40M | 0.74% | +722+5.4% | Added |
| Thompson Investment Management, Inc. | 14,032 | $7.39M | 1.19% | −618−4.2% | Reduced |
| First Interstate Bank | 14,019 | $7.38M | 0.55% | −628−4.3% | Reduced |
| Nemes Rush Group LLC | 14,001 | $7.37M | 1.19% | +320+2.3% | Added |
| Bedell Frazier Investment Counseling, LLC | 13,980 | $7.36M | 2.02% | −228−1.6% | Reduced |
| Conning Inc. | 13,945 | $7.34M | 0.26% | −629−4.3% | Reduced |
| Harbour Capital Advisors, LLC | 13,543 | $7.34M | 2.01% | −24−0.2% | Reduced |
| Fullerton Fund Management Co Ltd. | 13,923 | $7.33M | 0.43% | +2,959+27.0% | Added |
| S&T Bank | 13,900 | $7.32M | 1.35% | −613−4.2% | Reduced |
| Asio Capital, LLC | 13,846 | $7.29M | 1.70% | +59+0.4% | Added |
| Perigon Wealth Management, LLC | 13,826 | $7.28M | 0.24% | +843+6.5% | Added |
| Bellecapital International Ltd. | 13,823 | $7.28M | 1.65% | +193+1.4% | Added |
| Griffin Asset Management, Inc. | 13,820 | $7.28M | 0.92% | +986+7.7% | Added |
| Carderock Capital Management Inc | 13,804 | $7.27M | 2.01% | +191+1.4% | Added |
| Puzo Michael J | 13,802 | $7.27M | 2.31% | +1,012+7.9% | Added |
| Veriti Management LLC | 13,766 | $7.25M | 0.65% | +4,602+50.2% | Added |
| Eagle Capital Management, LLC | 13,762 | $7.25M | 3.53% | −408−2.9% | Reduced |
| Vanguard Capital Wealth Advisors | 13,722 | $7.22M | 5.84% | +48+0.4% | Added |
| Bogart Wealth, LLC | 13,655 | $7.19M | 0.41% | −30−0.2% | Reduced |
| Weatherly Asset Management L. P. | 13,625 | $7.17M | 0.77% | −627−4.4% | Reduced |
| Ocean Capital Management, LLC | 13,623 | $7.17M | 2.90% | +682+5.3% | Added |
| GDS Wealth Management | 13,587 | $7.15M | 0.96% | +2,096+18.2% | Added |
| Cape Cod Five Cents Savings Bank | 13,555 | $7.14M | 0.73% | −15,905−54.0% | Reduced |
| Duncker Streett & Co Inc | 13,531 | $7.12M | 1.50% | +1,220+9.9% | Added |
| Concurrent Investment Advisors, LLC | 13,466 | $7.09M | 0.34% | +13,466 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 13,457 | $7.08M | 2.18% | −1,450−9.7% | Reduced |
| Sowell Financial Services LLC | 13,429 | $7.07M | 0.38% | +1,126+9.2% | Added |
| Integrated Advisors Network LLC | 13,412 | $7.06M | 0.40% | +293+2.2% | Added |
| Spinnaker Trust | 13,397 | $7.05M | 0.48% | +495+3.8% | Added |
| Tritonpoint Wealth, LLC | 13,384 | $7.05M | 0.69% | +13,384 | New |
| Trium Capital LLP | 13,380 | $7.04M | 0.57% | +672+5.3% | Added |
| Clearstead Advisors, LLC | 13,340 | $7.02M | 0.37% | +1,403+11.8% | Added |
| Spectrum Wealth Counsel, LLC | 13,327 | $7.02M | 0.97% | +13,327 | New |
| Sandy Spring Bank | 13,312 | $7.01M | 0.35% | −56−0.4% | Reduced |
| GYL Financial Synergies, LLC | 13,260 | $6.98M | 0.58% | +166+1.3% | Added |
| Ulland Investment Advisors, LLC | 13,249 | $6.97M | 7.03% | −210−1.6% | Reduced |
| Sierra Summit Advisors LLC | 13,244 | $6.97M | 2.03% | +13,244 | New |
| Arjuna Capital | 13,241 | $6.97M | 2.18% | +749+6.0% | Added |
| Gifford Fong Associates | 13,206 | $6.95M | 1.48% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 13,189 | $6.94M | 2.57% | +537+4.2% | Added |
| Fulton Bank, N.A. | 13,162 | $6.93M | 0.31% | −12−0.1% | Reduced |
| Field & Main Bank | 13,130 | $6.91M | 2.92% | −46−0.3% | Reduced |
| Wesleyan Assurance Society | 13,100 | $6.90M | 0.68% | 00.0% | Unchanged |
| Sky Investment Group LLC | 13,072 | $6.88M | 1.45% | −157−1.2% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 13,000 | $6.84M | 1.77% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 12,991 | $6.84M | 1.37% | +12,991 | New |
| Greenwood Capital Associates LLC | 12,932 | $6.81M | 0.88% | +12,932 | New |
| Syon Capital LLC | 12,911 | $6.80M | 0.70% | +3,033+30.7% | Added |
| Asset Planning Services Inc | 12,910 | $6.80M | 4.13% | −185−1.4% | Reduced |
| Suvretta Capital Management, LLC | 12,823 | $6.75M | 0.31% | −14,400−52.9% | Reduced |
| Gladstone Institutional Advisory LLC | 12,794 | $6.74M | 0.38% | +1,259+10.9% | Added |
| Paradigm Financial Partners, LLC | 12,737 | $6.71M | 1.63% | +125+1.0% | Added |
| Charter Trust Co | 12,724 | $6.70M | 0.50% | +215+1.7% | Added |
| Atlantic Trust, LLC | 12,695 | $6.68M | 1.83% | +1,861+17.2% | Added |
| GPM Growth Investors, Inc. | 12,690 | $6.68M | 3.15% | −22−0.2% | Reduced |
| West Family Investments, Inc. | 12,684 | $6.68M | 2.26% | +287+2.3% | Added |
| NorthRock Partners, LLC | 12,665 | $6.67M | 0.28% | +6,122+93.6% | Added |
| Wade G W & Inc | 12,664 | $6.67M | 0.22% | +1,413+12.6% | Added |
| AlTi Global, Inc. | 12,643 | $6.66M | 0.20% | +12,643 | New |
| Ballast, Inc. | 12,609 | $6.64M | 2.29% | −105−0.8% | Reduced |
| Capital Planning Advisors, LLC | 12,583 | $6.62M | 1.25% | −234−1.8% | Reduced |
| Waldron Private Wealth LLC | 12,553 | $6.61M | 0.31% | +841+7.2% | Added |
| Gunderson Capital Management Inc. | 12,532 | $6.60M | 3.77% | +12,532 | New |
| Wealthspire Advisors, LLC | 12,515 | $6.59M | 0.09% | +222+1.8% | Added |
| SlateStone Wealth, LLC | 12,465 | $6.56M | 0.85% | +172+1.4% | Added |
| Marshall & Sullivan Inc | 12,460 | $6.56M | 3.47% | −419−3.3% | Reduced |
| Nelson Capital Management, LLC | 12,457 | $6.56M | 1.47% | −273−2.1% | Reduced |
| Jasper Ridge Partners, L.P. | 12,375 | $6.52M | 0.26% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 12,368 | $6.51M | 1.77% | +434+3.6% | Added |
| Chicago Trust Co NA | 12,350 | $6.50M | 1.45% | −589−4.6% | Reduced |
| Lake Street Advisors Group, LLC | 12,348 | $6.50M | 0.33% | +176+1.4% | Added |
| Connecticut Wealth Management, LLC | 12,309 | $6.48M | 0.37% | +2,236+22.2% | Added |
| Te Ahumairangi Investment Management Ltd | 12,261 | $6.46M | 1.22% | −2,540−17.2% | Reduced |
| Buck Wealth Strategies, LLC | 12,251 | $6.45M | 2.39% | +1,527+14.2% | Added |
| Naples Global Advisors, LLC | 12,248 | $6.45M | 0.71% | −197−1.6% | Reduced |
| Perkins Coie Trust Co | 12,217 | $6.43M | 1.62% | −552−4.3% | Reduced |
| Cubic Asset Management, LLC | 12,205 | $6.43M | 1.65% | −279−2.2% | Reduced |
| Chemung Canal Trust Co | 12,082 | $6.36M | 1.31% | +6,499+116.4% | Added |
| Globeflex Capital L P | 12,055 | $6.35M | 0.65% | 00.0% | Unchanged |
| Culbertson A N & Co Inc | 12,038 | $6.34M | 1.18% | −52−0.4% | Reduced |
| RSM US Wealth Management LLC | 12,037 | $6.34M | 0.17% | +4,158+52.8% | Added |
| Quadrant Capital Group LLC | 12,028 | $6.33M | 0.54% | +854+7.6% | Added |
| Resources Management Corp | 12,025 | $6.33M | 0.94% | +23+0.2% | Added |
| Kinneret Advisory, LLC | 11,975 | $6.30M | 0.70% | −76−0.6% | Reduced |
| IFP Advisors, Inc | 11,951 | $6.29M | 0.30% | −3,891−24.6% | Reduced |
| Great Lakes Retirement, Inc. | 11,925 | $6.28M | 1.03% | +509+4.5% | Added |
| NBC Securities, Inc. | 11,920 | $6.28M | 0.63% | −147−1.2% | Reduced |
| Round Rock Advisors, LLC | 11,914 | $6.27M | 1.58% | +11,914 | New |
| Meridian Wealth Advisors, LLC | 11,913 | $6.27M | 1.37% | +199+1.7% | Added |
| Univest Financial Corp | 11,893 | $6.26M | 1.85% | −158−1.3% | Reduced |
| Kingsview Wealth Management, LLC | 11,886 | $6.26M | 0.19% | −1,392−10.5% | Reduced |
| Horizon Investment Services, LLC | 11,793 | $6.21M | 3.35% | +97+0.8% | Added |
| Monetary Management Group Inc | 11,788 | $6.21M | 1.94% | −525−4.3% | Reduced |
| Icon Wealth Advisors, LLC | 11,764 | $6.19M | 0.64% | +11,764 | New |
| Alerus Financial NA | 11,760 | $6.19M | 0.51% | +6,827+138.4% | Added |
| Bristlecone Advisors, LLC | 11,755 | $6.19M | 0.63% | −190−1.6% | Reduced |
| D L Carlson Investment Group Inc | 11,879 | $6.19M | 1.26% | −3,220−21.3% | Reduced |