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 |
|---|---|---|---|---|---|
| Trifecta Capital Advisors, LLC | 9,522 | $5.01M | 1.39% | +176+1.9% | Added |
| Tower View Investment Management & Research LLC | 9,516 | $5.01M | 3.11% | −44−0.5% | Reduced |
| IHT Wealth Management, LLC | 9,495 | $5.00M | 0.22% | −66−0.7% | Reduced |
| J. W. Coons Advisors, LLC | 9,462 | $4.98M | 1.35% | −104−1.1% | Reduced |
| Tranquility Partners, LLC | 9,447 | $4.97M | 2.09% | −956−9.2% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 9,369 | $4.93M | 1.35% | +9,167+4,538.1% | Added |
| Legacy CG, LLC | 9,367 | $4.93M | 1.87% | +452+5.1% | Added |
| Bond & Devick Financial Network, Inc. | 9,352 | $4.92M | 2.80% | +210+2.3% | Added |
| Martin Capital Partners, LLC | 9,340 | $4.92M | 2.00% | −122−1.3% | Reduced |
| Icon Advisers Inc | 9,319 | $4.91M | 1.12% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 9,307 | $4.90M | 0.41% | +27+0.3% | Added |
| Independent Financial Group, LLC | 9,303 | $4.90M | 0.26% | +710+8.3% | Added |
| Enterprise Bank & Trust Co | 9,301 | $4.90M | 1.74% | +9,301 | New |
| Peloton Wealth Strategists | 9,290 | $4.89M | 2.12% | +150+1.6% | Added |
| Centre Asset Management, LLC | 9,280 | $4.89M | 1.18% | −1,528−14.1% | Reduced |
| Glen Eagle Advisors, LLC | 9,277 | $4.88M | 1.01% | −245−2.6% | Reduced |
| Cornerstone Wealth Group, LLC | 9,252 | $4.87M | 0.70% | +55+0.6% | Added |
| Deltec Asset Management LLC | 9,232 | $4.86M | 1.09% | −2,018−17.9% | Reduced |
| Constitution Capital LLC | 9,155 | $4.82M | 2.91% | −1,103−10.8% | Reduced |
| Arrow Financial Corp | 9,133 | $4.81M | 0.50% | −2,474−21.3% | Reduced |
| De Burlo Group Inc | 9,535 | $4.81M | 0.84% | 00.0% | Unchanged |
| Gateway Advisory, LLC | 9,125 | $4.80M | 0.92% | −274−2.9% | Reduced |
| Lindenwold Advisors | 9,121 | $4.80M | 2.73% | −51−0.6% | Reduced |
| Templeton & Phillips Capital Management, LLC | 9,088 | $4.78M | 4.88% | +412+4.7% | Added |
| Moody Lynn & Lieberson, LLC | 9,079 | $4.78M | 0.36% | +20.0% | Added |
| Merit Financial Group, LLC | 9,078 | $4.78M | 0.15% | −1,240−12.0% | Reduced |
| Mechanics Bank Trust Department | 9,078 | $4.78M | 0.75% | −1,269−12.3% | Reduced |
| Harbour Trust & Investment Management Co | 9,078 | $4.78M | 0.67% | +9,078 | New |
| Moody National Bank Trust Division | 9,075 | $4.78M | 0.37% | −10,076−52.6% | Reduced |
| Orleans Capital Management Corp | 9,072 | $4.78M | 3.21% | +220+2.5% | Added |
| DeDora Capital, Inc. | 9,027 | $4.75M | 1.67% | +174+2.0% | Added |
| China Universal Asset Management Co., Ltd. | 9,010 | $4.74M | 0.92% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 9,006 | $4.74M | 0.14% | −37−0.4% | Reduced |
| Journey Advisory Group, LLC | 8,982 | $4.73M | 0.64% | +28+0.3% | Added |
| Financial Advisory Service, Inc. | 8,967 | $4.72M | 0.45% | +612+7.3% | Added |
| Johnson Financial Group, Inc. | 8,917 | $4.69M | 0.26% | −952−9.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,915 | $4.69M | 0.28% | −162−1.8% | Reduced |
| HBW Advisory Services LLC | 8,915 | $4.69M | 0.88% | −192−2.1% | Reduced |
| S&CO Inc | 8,915 | $4.69M | 0.36% | +4,511+102.4% | Added |
| Graypoint LLC | 8,911 | $4.69M | 0.38% | +1,504+20.3% | Added |
| Moors & Cabot, Inc. | 8,838 | $4.65M | 0.29% | +344+4.0% | Added |
| Citizens Business Bank | 8,835 | $4.65M | 1.03% | −316−3.5% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 8,825 | $4.65M | 0.49% | −12,435−58.5% | Reduced |
| Benson Investment Management Company, Inc. | 8,789 | $4.63M | 2.37% | +54+0.6% | Added |
| We Are One Seven, LLC | 8,760 | $4.61M | 0.27% | +1,917+28.0% | Added |
| Plimoth Trust Co LLC | 8,757 | $4.61M | 1.33% | −159−1.8% | Reduced |
| GLOBALT Investments LLC | 8,750 | $4.61M | 0.19% | +8,750 | New |
| Mount Yale Investment Advisors, LLC | 8,722 | $4.59M | 0.44% | −196−2.2% | Reduced |
| Institutional & Family Asset Management, LLC | 8,721 | $4.59M | 0.76% | −1,092−11.1% | Reduced |
| Capital Insight Partners, LLC | 8,713 | $4.59M | 0.94% | −107−1.2% | Reduced |
| Little House Capital LLC | 8,707 | $4.58M | 1.67% | +204+2.4% | Added |
| MONECO Advisors, LLC | 8,698 | $4.58M | 0.87% | +4,879+127.8% | Added |
| Mattern Wealth Management LLC | 8,697 | $4.58M | 1.18% | +523+6.4% | Added |
| Alcosta Capital Management, Inc. | 8,687 | $4.57M | 3.31% | −50−0.6% | Reduced |
| Optimum Investment Advisors | 8,660 | $4.56M | 2.29% | −360−4.0% | Reduced |
| Community Bank, N.A. | 8,628 | $4.54M | 0.59% | −167−1.9% | Reduced |
| Vista Investment Partners LLC | 8,587 | $4.52M | 1.66% | +8,587 | New |
| Mitchell McLeod Pugh & Williams Inc | 8,583 | $4.52M | 1.20% | −152−1.7% | Reduced |
| Boston Financial Mangement LLC | 8,523 | $4.49M | 0.15% | −8,593−50.2% | Reduced |
| Nicollet Investment Management, Inc. | 8,521 | $4.49M | 1.83% | −245−2.8% | Reduced |
| Clarius Group, LLC | 8,516 | $4.48M | 0.37% | −352−4.0% | Reduced |
| Fortis Group Advisors, LLC | 9,480 | $4.48M | 1.11% | 00.0% | Unchanged |
| TFG Advisers LLC | 8,506 | $4.48M | 1.88% | −85−1.0% | Reduced |
| Clear Harbor Asset Management, LLC | 8,497 | $4.47M | 0.43% | −114−1.3% | Reduced |
| Larson Financial Group LLC | 8,497 | $4.47M | 0.39% | −196−2.3% | Reduced |
| Knollwood Investment Advisory, LLC | 8,495 | $4.47M | 0.93% | +8,495 | New |
| MMBG Investment Advisors Co. | 8,493 | $4.47M | 0.53% | −190−2.2% | Reduced |
| Viawealth, LLC | 8,462 | $4.46M | 3.06% | −1,014−10.7% | Reduced |
| Gouws Capital LLC | 8,450 | $4.45M | 3.62% | +439+5.5% | Added |
| Beverly Hills Private Wealth, LLC | 8,435 | $4.44M | 1.16% | −85−1.0% | Reduced |
| NWK Group, Inc. | 8,428 | $4.44M | 2.28% | +8,428 | New |
| Insigneo Advisory Services, LLC | 8,405 | $4.42M | 0.62% | +3,169+60.5% | Added |
| Portfolio Design Labs, LLC | 8,402 | $4.42M | 1.68% | +8,402 | New |
| Pensionfund Sabic | 8,400 | $4.42M | 1.39% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 8,398 | $4.42M | 1.30% | +8,398 | New |
| Hyman Charles D | 8,390 | $4.42M | 0.26% | +434+5.5% | Added |
| West Branch Capital LLC | 8,387 | $4.42M | 2.08% | +157+1.9% | Added |
| Compton Wealth Advisory Group, LLC | 8,374 | $4.41M | 1.38% | +645+8.3% | Added |
| Transcend Wealth Collective, LLC | 8,351 | $4.40M | 0.39% | +179+2.2% | Added |
| Virtu Financial LLC | 8,344 | $4.39M | 0.35% | +8,344 | New |
| VGI Partners Ltd | 8,316 | $4.38M | 0.47% | +1,041+14.3% | Added |
| Dorchester Wealth Management Co | 8,304 | $4.37M | 0.81% | −95−1.1% | Reduced |
| Shufro Rose & Co LLC | 8,667 | $4.37M | 0.42% | −25−0.3% | Reduced |
| Private Wealth Strategies, L.L.C. | 8,299 | $4.37M | 0.97% | +10.0% | Added |
| Becker Capital Management Inc | 8,291 | $4.36M | 0.16% | −251−2.9% | Reduced |
| Summit Global Investments | 8,283 | $4.36M | 0.29% | −17,518−67.9% | Reduced |
| Raab & Moskowitz Asset Management LLC | 8,233 | $4.33M | 1.37% | −135−1.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 8,222 | $4.33M | 0.07% | −24−0.3% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 8,218 | $4.33M | 2.46% | −181−2.2% | Reduced |
| Perfromance Wealth Partners, LLC | 8,203 | $4.32M | 0.19% | +676+9.0% | Added |
| Scott & Selber, Inc. | 8,185 | $4.31M | 1.62% | −96−1.2% | Reduced |
| Gsa Capital Partners LLP | 8,163 | $4.30M | 0.36% | +8,163 | New |
| SNS Financial Group, LLC | 8,153 | $4.29M | 0.51% | −33−0.4% | Reduced |
| New Hampshire Trust | 8,144 | $4.29M | 1.03% | +70+0.9% | Added |
| Strategic Advisors LLC | 8,133 | $4.28M | 0.81% | −133−1.6% | Reduced |
| Summit Trail Advisors, LLC | 8,108 | $4.27M | 0.14% | +236+3.0% | Added |
| Nilsine Partners, LLC | 8,088 | $4.26M | 0.65% | −216−2.6% | Reduced |
| Daymark Wealth Partners, LLC | 117,852 | $4.24M | 0.26% | +67+0.1% | Added |
| Alaska Permanent Fund Corp | 8,058 | $4.24M | 0.07% | +8,058 | New |
| B.O.S.S. Retirement Advisors, LLC | 8,054 | $4.24M | 0.82% | +692+9.4% | Added |