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 | 3,054 | $202.4B |
| Q4 2025 | 3,311 | $248.2B |
| Q3 2025 | 3,168 | $253.5B |
| Q2 2025 | 3,185 | $241.1B |
| Q1 2025 | 3,613 | $424.3B |
| Q4 2024 | 3,684 | $409.5B |
| Q3 2024 | 3,476 | $474.6B |
| Q2 2024 | 3,406 | $411.9B |
| Q1 2024 | 3,384 | $398.9B |
| Q4 2023 | 3,421 | $428.0B |
| Q3 2023 | 3,144 | $407.5B |
| Q2 2023 | 3,136 | $388.4B |
| Q1 2023 | 3,114 | $383.6B |
| Q4 2022 | 3,159 | $434.2B |
| Q3 2022 | 2,998 | $413.5B |
| Q2 2022 | 2,964 | $422.0B |
| Q1 2022 | 2,965 | $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 |
|---|---|---|---|---|---|
| CenterBook Partners LP | 11,749 | $6.19M | 0.75% | +4,821+69.6% | Added |
| Canal Capital Management, LLC | 11,736 | $6.18M | 1.14% | +651+5.9% | Added |
| Change Path, LLC | 11,725 | $6.17M | 0.40% | +358+3.1% | Added |
| City Holding Co | 11,722 | $6.17M | 0.99% | +920+8.5% | Added |
| Vestor Capital, LLC | 11,714 | $6.17M | 0.59% | −104−0.9% | Reduced |
| Private Trust Co NA | 11,680 | $6.15M | 0.72% | −63−0.5% | Reduced |
| RBA Wealth Management, LLC | 11,676 | $6.15M | 2.68% | −25−0.2% | Reduced |
| Stiles Financial Services Inc | 11,652 | $6.14M | 2.79% | +187+1.6% | Added |
| Essex Financial Services, Inc. | 11,633 | $6.12M | 0.63% | −395−3.3% | Reduced |
| Broadleaf Partners, LLC | 11,612 | $6.11M | 1.79% | +4,354+60.0% | Added |
| Warther Private Wealth, LLC | 11,574 | $6.09M | 3.41% | +748+6.9% | Added |
| Nikulski Financial, Inc. | 11,549 | $6.08M | 2.23% | +326+2.9% | Added |
| Plancorp, LLC | 11,547 | $6.08M | 0.29% | +227+2.0% | Added |
| Whalerock Point Partners, LLC | 11,530 | $6.07M | 1.88% | −229−1.9% | Reduced |
| Barbara Oil Co. | 11,500 | $6.05M | 2.73% | 00.0% | Unchanged |
| Lountzis Asset Management, LLC | 11,495 | $6.05M | 3.30% | −79−0.7% | Reduced |
| Pegasus Partners Ltd. | 11,472 | $6.04M | 0.71% | −681−5.6% | Reduced |
| Thematics Asset Management | 11,428 | $6.02M | 0.26% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 11,403 | $6.00M | 0.56% | +550+5.1% | Added |
| PKO Investment Management Joint-Stock Co | 11,389 | $6.00M | 0.75% | −1,000−8.1% | Reduced |
| Gratus Capital LLC | 11,334 | $5.97M | 0.34% | +4,474+65.2% | Added |
| Reliant Investment Management, LLC | 11,282 | $5.94M | 3.02% | −10−0.1% | Reduced |
| Western Wealth Management, LLC | 11,231 | $5.91M | 0.43% | −44−0.4% | Reduced |
| Proequities, Inc. | 11,204 | $5.90M | 0.42% | +120+1.1% | Added |
| Bulltick Wealth Management, LLC | 11,200 | $5.90M | 1.35% | +3,790+51.1% | Added |
| JCIC Asset Management Inc. | 11,099 | $5.84M | 2.61% | −21−0.2% | Reduced |
| Acropolis Investment Management, LLC | 11,117 | $5.84M | 0.41% | −269−2.4% | Reduced |
| Gs Investments, Inc. | 11,086 | $5.84M | 3.05% | −296−2.6% | Reduced |
| Montag A & Associates Inc | 11,085 | $5.84M | 0.33% | +20.0% | Added |
| Rockline Wealth Management, LLC | 11,062 | $5.82M | 2.42% | +11,062 | New |
| Keebeck Wealth Management, LLC | 11,045 | $5.82M | 0.96% | +65+0.6% | Added |
| Unison Asset Management LLC | 11,035 | $5.81M | 3.41% | 00.0% | Unchanged |
| Lynch Asset Management, Inc. | 11,000 | $5.79M | 3.32% | 00.0% | Unchanged |
| Markel Group Inc.SuperinvestorMarkel Group | 11,000 | $5.79M | 0.06% | +6,000+120.0% | Added |
| Meeder Advisory Services, Inc. | 10,999 | $5.79M | 0.66% | +555+5.3% | Added |
| HGK Asset Management Inc | 10,983 | $5.78M | 1.34% | −2,131−16.2% | Reduced |
| DFPG Investments, LLC | 10,656 | $5.78M | 0.45% | +180+1.7% | Added |
| Steel Peak Wealth Management LLC | 10,942 | $5.76M | 0.34% | +7,174+190.4% | Added |
| Connable Office Inc | 10,924 | $5.75M | 0.70% | −130−1.2% | Reduced |
| Csenge Advisory Group | 10,916 | $5.75M | 0.36% | +280+2.6% | Added |
| Vestmark Advisory Solutions, Inc. | 10,860 | $5.72M | 0.29% | −868−7.4% | Reduced |
| NBW Capital LLC | 10,858 | $5.72M | 1.25% | +328+3.1% | Added |
| Value Partners Investments Inc. | 10,872 | $5.71M | 0.46% | −1,366−11.2% | Reduced |
| Capital Analysts, LLC | 10,844 | $5.71M | 0.29% | +192+1.8% | Added |
| Souders Financial Advisors | 10,840 | $5.71M | 0.98% | −134−1.2% | Reduced |
| Simmons Bank | 10,795 | $5.68M | 0.46% | +1,123+11.6% | Added |
| GTS Securities LLC | 10,785 | $5.68M | 0.12% | +9,624+828.9% | Added |
| Wolverine Trading, LLC | 10,780 | $5.68M | 0.04% | +3,373+45.5% | Added |
| DLK Investment Management, LLC | 10,696 | $5.63M | 2.56% | +10,696 | New |
| Kames Capital plc | 10,651 | $5.61M | 0.09% | +10,651 | New |
| Ameritas Advisory Services, LLC | 10,772 | $5.60M | 0.31% | +97+0.9% | Added |
| Saranac Partners Ltd | 10,592 | $5.58M | 3.69% | −5,283−33.3% | Reduced |
| Trust Asset Management LLC | 10,545 | $5.55M | 0.54% | −396−3.6% | Reduced |
| BlueCrest Capital Management Ltd | 10,528 | $5.54M | 0.93% | +5,190+97.2% | Added |
| Pinnacle Holdings, LLC | 10,503 | $5.53M | 2.28% | +99+1.0% | Added |
| Heirloom Wealth Management | 10,500 | $5.53M | 2.12% | +277+2.7% | Added |
| SageView Advisory Group, LLC | 10,973 | $5.53M | 0.24% | +2,299+26.5% | Added |
| Arden Trust Co | 10,469 | $5.51M | 0.81% | −405−3.7% | Reduced |
| GM Advisory Group, Inc. | 10,437 | $5.49M | 0.41% | −54−0.5% | Reduced |
| Bank of New Hampshire | 10,434 | $5.49M | 1.56% | −62−0.6% | Reduced |
| Mirador Capital Partners LP | 10,407 | $5.48M | 1.16% | +195+1.9% | Added |
| Biondo Investment Advisors, LLC | 10,349 | $5.45M | 0.93% | +10,349 | New |
| Duff & Phelps Investment Management Co | 10,323 | $5.43M | 0.07% | +80+0.8% | Added |
| Northeast Financial Consultants Inc | 10,315 | $5.43M | 0.30% | −36−0.3% | Reduced |
| Weik Capital Management | 10,267 | $5.41M | 2.50% | −160−1.5% | Reduced |
| Moloney Securities Asset Management, LLC | 10,265 | $5.40M | 0.87% | −111−1.1% | Reduced |
| Intrust Bank NA | 10,258 | $5.40M | 0.63% | +182+1.8% | Added |
| Qtron Investments LLC | 10,241 | $5.39M | 0.88% | +1,950+23.5% | Added |
| Chatham Capital Group, Inc. | 10,203 | $5.37M | 1.09% | −46−0.4% | Reduced |
| Blue Zone Wealth Advisors, LLC | 10,200 | $5.37M | 2.14% | +253+2.5% | Added |
| River Wealth Advisors LLC | 10,185 | $5.36M | 0.86% | +335+3.4% | Added |
| Keeler Thomas Management LLC | 10,178 | $5.36M | 2.11% | −284−2.7% | Reduced |
| Portside Wealth Group, LLC | 10,173 | $5.36M | 1.00% | −826−7.5% | Reduced |
| Jaffetilchin Investment Partners, LLC | 10,156 | $5.35M | 0.52% | +253+2.6% | Added |
| Fairhaven Wealth Management, LLC | 10,136 | $5.34M | 1.95% | −315−3.0% | Reduced |
| Silicon Valley Capital Partners | 10,032 | $5.28M | 0.89% | −172−1.7% | Reduced |
| Verition Fund Management LLC | 10,027 | $5.28M | 0.05% | +3,882+63.2% | Added |
| Cypress Asset Management Inc | 10,004 | $5.27M | 1.58% | +164+1.7% | Added |
| Sivik Global Healthcare LLC | 10,000 | $5.26M | 2.20% | −5,000−33.3% | Reduced |
| FreeGulliver LLC | 10,000 | $5.26M | 6.99% | +10,000 | New |
| Trinity Legacy Partners, LLC | 9,999 | $5.26M | 1.66% | −30.0% | Reduced |
| Davis-Rea Ltd. | 9,981 | $5.25M | 2.69% | −7,234−42.0% | Reduced |
| Ayrshire Capital Management LLC | 9,934 | $5.23M | 3.02% | +189+1.9% | Added |
| Cigna Investments Inc | 9,915 | $5.22M | 1.08% | −49−0.5% | Reduced |
| PFG Advisors | 9,909 | $5.22M | 0.42% | +639+6.9% | Added |
| Rice Partnership, LLC | 9,893 | $5.21M | 1.36% | −1,070−9.8% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 9,825 | $5.17M | 1.38% | −64−0.6% | Reduced |
| Solidarilty Wealth, LLC | 9,801 | $5.16M | 1.86% | −2,811−22.3% | Reduced |
| LexAurum Advisors, LLC | 9,785 | $5.15M | 1.35% | +169+1.8% | Added |
| Strategy Asset Managers LLC | 9,735 | $5.13M | 1.22% | +6,981+253.5% | Added |
| Eclectic Associates Inc | 9,713 | $5.11M | 2.45% | −205−2.1% | Reduced |
| Warren Averett Asset Management, LLC | 9,710 | $5.11M | 0.19% | +4,622+90.8% | Added |
| Holderness Investments Co | 9,670 | $5.09M | 1.40% | −97−1.0% | Reduced |
| K.J. Harrison & Partners Inc | 9,652 | $5.08M | 0.86% | −509−5.0% | Reduced |
| Bray Capital Advisors | 9,611 | $5.06M | 1.40% | −5−0.1% | Reduced |
| Berkshire Asset Management LLC | 9,594 | $5.05M | 0.29% | −103−1.1% | Reduced |
| Legacy Private Trust Co. | 9,570 | $5.04M | 0.40% | +49+0.5% | Added |
| Kennedy Capital Management, Inc. | 9,568 | $5.04M | 0.11% | +1,165+13.9% | Added |
| Investment House LLC | 9,555 | $5.03M | 0.36% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 9,551 | $5.03M | 0.89% | +333+3.6% | Added |