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 |
|---|---|---|---|---|---|
| Delaney Dennis R | 8,051 | $4.24M | 2.51% | +925+13.0% | Added |
| Equitable Trust Co | 8,040 | $4.23M | 0.32% | −218−2.6% | Reduced |
| Notis-McConarty Edward | 8,017 | $4.22M | 1.68% | +907+12.8% | Added |
| Cordatus Wealth Management LLC | 7,958 | $4.19M | 3.47% | −120−1.5% | Reduced |
| Founders Financial Securities LLC | 7,939 | $4.18M | 0.46% | +1,456+22.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 7,926 | $4.17M | 0.24% | −613−7.2% | Reduced |
| Zega Financial, LLC | 7,903 | $4.16M | 1.73% | +7,903 | New |
| Union Heritage Capital, LLC | 7,900 | $4.16M | 2.16% | 00.0% | Unchanged |
| Sandhill Capital Partners LLC | 7,886 | $4.15M | 0.34% | −823−9.4% | Reduced |
| Next Century Growth Investors LLC | 7,856 | $4.14M | 0.40% | +1,925+32.5% | Added |
| Sitrin Capital Management LLC | 7,855 | $4.14M | 2.41% | −144−1.8% | Reduced |
| Affiance Financial, LLC | 7,845 | $4.13M | 1.20% | −13−0.2% | Reduced |
| Wedmont Private Capital | 7,698 | $4.13M | 0.34% | +1,243+19.3% | Added |
| Lee Danner & Bass Inc | 7,828 | $4.12M | 0.35% | +7,083+950.7% | Added |
| Pensionmark Financial Group, LLC | 7,827 | $4.12M | 0.54% | +7,022+872.3% | Added |
| Elgethun Capital Management | 7,826 | $4.12M | 1.17% | +14+0.2% | Added |
| BOK Financial Private Wealth, Inc. | 7,817 | $4.12M | 0.33% | −453−5.5% | Reduced |
| Family Legacy, Inc. | 7,800 | $4.11M | 1.57% | −111−1.4% | Reduced |
| Belpointe Asset Management LLC | 7,795 | $4.10M | 0.36% | +172+2.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 7,785 | $4.10M | 0.48% | +10+0.1% | Added |
| Barings LLC | 7,769 | $4.09M | 0.13% | −55−0.7% | Reduced |
| Soltis Investment Advisors LLC | 7,766 | $4.09M | 0.46% | +133+1.7% | Added |
| Ashford Capital Management Inc | 7,755 | $4.08M | 0.55% | +3,131+67.7% | Added |
| Farther Finance Advisors, LLC | 7,750 | $4.08M | 0.29% | +3,861+99.3% | Added |
| CWA Asset Management Group, LLC | 7,744 | $4.08M | 0.28% | +2,143+38.3% | Added |
| RDA Financial Network | 7,725 | $4.07M | 1.54% | +1,721+28.7% | Added |
| Shorepoint Capital Partners LLC | 7,718 | $4.06M | 1.09% | −490−6.0% | Reduced |
| Archford Capital Strategies, LLC | 7,711 | $4.06M | 0.74% | +894+13.1% | Added |
| Financial Partners Group, LLC | 7,683 | $4.04M | 1.83% | +263+3.5% | Added |
| Morton Community Bank | 7,663 | $4.03M | 1.32% | +7,663 | New |
| South State Corp. | 7,658 | $4.03M | 0.34% | +241+3.2% | Added |
| Abbrea Capital, LLC | 7,645 | $4.03M | 0.58% | +245+3.3% | Added |
| Harbour Investment Management LLC | 7,621 | $4.01M | 2.09% | 00.0% | Unchanged |
| Cypress Capital Group | 7,619 | $4.01M | 0.52% | +671+9.7% | Added |
| Murphy Pohlad Asset Management LLC | 7,609 | $4.01M | 1.66% | −168−2.2% | Reduced |
| Harrell Investment Partners, LLC | 7,575 | $3.99M | 1.24% | +322+4.4% | Added |
| Westover Capital Advisors, LLC | 7,573 | $3.99M | 1.30% | +105+1.4% | Added |
| Cox Capital Mgt LLC | 7,570 | $3.99M | 2.60% | +1,478+24.3% | Added |
| Advocate Group LLC | 7,563 | $3.98M | 0.85% | +65+0.9% | Added |
| Banco de Sabadell, S.A | 7,547 | $3.97M | 3.02% | −38−0.5% | Reduced |
| Studio Investment Management LLC | 7,535 | $3.97M | 1.01% | −383−4.8% | Reduced |
| Stanley-Laman Group, Ltd. | 7,530 | $3.96M | 0.61% | −1,537−17.0% | Reduced |
| Principle Wealth Partners LLC | 7,530 | $3.96M | 0.34% | +119+1.6% | Added |
| Financial Advisory Partners, LLC | 7,527 | $3.96M | 1.44% | −117−1.5% | Reduced |
| Cynosure Management, LLC | 7,523 | $3.96M | 0.71% | +3,746+99.2% | Added |
| Greenline Partners, LLC | 7,523 | $3.96M | 0.67% | −36−0.5% | Reduced |
| Olstein Capital Management, L.P. | 7,500 | $3.95M | 0.67% | −6,000−44.4% | Reduced |
| Resolute Capital Asset Partners LLC | 7,500 | $3.95M | 2.57% | +7,500 | New |
| Regency Capital Management Inc. | 7,479 | $3.94M | 2.65% | −1,002−11.8% | Reduced |
| Hohimer Wealth Management, LLC | 7,476 | $3.94M | 1.00% | −24−0.3% | Reduced |
| PACK Private Wealth, LLC | 7,472 | $3.93M | 2.65% | −2,020−21.3% | Reduced |
| Ontario Teachers Pension Plan Board | 7,470 | $3.93M | 0.04% | −3,767−33.5% | Reduced |
| Brevan Howard Capital Management LP | 7,442 | $3.92M | 0.39% | +7,442 | New |
| BFSG, LLC | 7,439 | $3.92M | 0.57% | −71−0.9% | Reduced |
| Wintrust Investments LLC | 7,402 | $3.90M | 0.38% | +206+2.9% | Added |
| Eagle Rock Investment Company, LLC | 7,387 | $3.89M | 0.80% | −1,203−14.0% | Reduced |
| Great Diamond Partners, LLC | 7,387 | $3.89M | 0.96% | +115+1.6% | Added |
| Piscataqua Savings Bank | 7,327 | $3.86M | 3.60% | −128−1.7% | Reduced |
| Bensler, LLC | 7,313 | $3.85M | 0.64% | +20+0.3% | Added |
| Accredited Investors Inc. | 7,297 | $3.84M | 0.27% | −112−1.5% | Reduced |
| Accurate Wealth Management, LLC | 7,086 | $3.82M | 1.19% | −159−2.2% | Reduced |
| Atlas Private Wealth Management | 7,254 | $3.82M | 1.80% | +456+6.7% | Added |
| S.E.E.D. Planning Group LLC | 7,213 | $3.80M | 1.53% | −162−2.2% | Reduced |
| Roanoke Asset Management Corp | 7,205 | $3.79M | 1.41% | −50−0.7% | Reduced |
| Delta Capital Management LLC | 7,190 | $3.79M | 2.64% | −55−0.8% | Reduced |
| Canandaigua National Bank & Trust Co | 7,187 | $3.78M | 0.58% | −82−1.1% | Reduced |
| Fidelis Capital Partners, LLC | 7,169 | $3.77M | 0.83% | +1,669+30.3% | Added |
| Bey-Douglas LLC | 7,161 | $3.77M | 3.87% | +7,161 | New |
| Birch Capital Management, LLC | 7,158 | $3.77M | 2.16% | +346+5.1% | Added |
| Consolidated Capital Management, LLC | 7,133 | $3.76M | 2.00% | +2,165+43.6% | Added |
| Mirabaud & Cie SA | 7,121 | $3.75M | 1.25% | +7,121 | New |
| MPS Loria Financial Planners, LLC | 7,119 | $3.75M | 1.32% | +36+0.5% | Added |
| Pinnacle West Asset Management, Inc. | 7,085 | $3.73M | 3.20% | +165+2.4% | Added |
| Condor Capital Management | 7,073 | $3.72M | 0.40% | +28+0.4% | Added |
| Dynamic Technology Lab Private Ltd | 7,071 | $3.72M | 0.39% | +7,071 | New |
| Bank Pictet & Cie (Asia) Ltd | 7,045 | $3.71M | 0.94% | −401−5.4% | Reduced |
| SevenBridge Financial Group, LLC | 7,029 | $3.70M | 0.87% | +141+2.0% | Added |
| Accent Capital Management, LLC | 7,017 | $3.69M | 2.92% | +7,017 | New |
| Fairbanks Capital Management, Inc. | 6,990 | $3.68M | 2.63% | +364+5.5% | Added |
| Vise Technologies, Inc. | 6,986 | $3.68M | 0.79% | +573+8.9% | Added |
| Forum Financial Management, LP | 6,970 | $3.67M | 0.07% | −360−4.9% | Reduced |
| Decatur Capital Management, Inc. | 6,959 | $3.66M | 2.20% | +510+7.9% | Added |
| Strategic Wealth Partners, Ltd. | 6,957 | $3.66M | 0.45% | −176−2.5% | Reduced |
| Sigma Planning Corp | 6,928 | $3.65M | 0.29% | −8,041−53.7% | Reduced |
| Shayne & Co., LLC | 6,924 | $3.65M | 1.13% | −23−0.3% | Reduced |
| Farmers Trust Co | 6,848 | $3.61M | 0.75% | −1,370−16.7% | Reduced |
| Berkshire Bank | 6,807 | $3.58M | 0.95% | −107−1.5% | Reduced |
| Secured Retirement Advisors, LLC | 6,803 | $3.58M | 3.44% | +6,803 | New |
| Laidlaw Wealth Management LLC | 6,775 | $3.57M | 1.30% | −492−6.8% | Reduced |
| WealthShield Partners, LLC | 6,755 | $3.56M | 0.59% | +1,682+33.2% | Added |
| Capital City Trust Co | 6,742 | $3.55M | 1.06% | +327+5.1% | Added |
| LGT Fund Management Co Ltd. | 6,760 | $3.55M | 1.52% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 6,705 | $3.53M | 0.26% | +5+0.1% | Added |
| Bollard Group LLC | 6,700 | $3.53M | 0.12% | −79−1.2% | Reduced |
| Pathway Financial Advisers, LLC | 6,688 | $3.52M | 1.34% | +8+0.1% | Added |
| Dempze Nancy E | 6,684 | $3.52M | 2.94% | +414+6.6% | Added |
| Royal Capital Wealth Management, LLC | 6,680 | $3.52M | 3.05% | −85−1.3% | Reduced |
| Valley Brook Capital Group | 6,671 | $3.51M | 3.06% | +30+0.5% | Added |
| Skopos Labs, Inc. | 6,666 | $3.51M | 1.67% | +6,666 | New |
| JB Capital LLC | 6,660 | $3.51M | 0.26% | +162+2.5% | Added |