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 |
|---|---|---|---|---|---|
| Centric Wealth Management | 6,966 | $3.50M | 1.15% | +338+5.1% | Added |
| Sweet Financial Partners, LLC | 6,654 | $3.50M | 0.83% | +348+5.5% | Added |
| Covenant Asset Management, LLC | 6,640 | $3.50M | 0.97% | −29−0.4% | Reduced |
| Grove Bank & Trust | 6,623 | $3.49M | 0.64% | +64+1.0% | Added |
| Van Leeuwen & Company, LLC | 6,621 | $3.49M | 2.03% | +938+16.5% | Added |
| Jessup Wealth Management, Inc | 6,619 | $3.48M | 1.74% | +9+0.1% | Added |
| Cetera Trust Company, N.A | 6,595 | $3.47M | 2.16% | +6,595 | New |
| Stratos Wealth Advisors, LLC | 6,594 | $3.47M | 0.20% | +36+0.5% | Added |
| Parisi Gray Wealth Management | 6,591 | $3.47M | 1.41% | +24+0.4% | Added |
| Carret Asset Management, LLC | 6,586 | $3.47M | 0.44% | +51+0.8% | Added |
| First Horizon Advisors, Inc. | 6,585 | $3.47M | 0.11% | +59+0.9% | Added |
| Red Cedar Investment Management, LLC | 6,573 | $3.46M | 0.50% | +306+4.9% | Added |
| Hilltop Holdings Inc. | 6,556 | $3.45M | 0.39% | +39+0.6% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,552 | $3.45M | 1.60% | −41−0.6% | Reduced |
| RFG Advisory, LLC | 6,547 | $3.45M | 0.13% | +23+0.4% | Added |
| Foster & Motley Inc | 6,514 | $3.43M | 0.25% | −556−7.9% | Reduced |
| Wambolt & Associates, LLC | 6,510 | $3.43M | 1.12% | +428+7.0% | Added |
| GeoWealth Management, LLC | 6,505 | $3.42M | 0.28% | +5,587+608.6% | Added |
| Capital Asset Advisory Services LLC | 6,487 | $3.42M | 0.21% | +479+8.0% | Added |
| Legacy Wealth Management, LLC | 6,485 | $3.41M | 1.65% | 00.0% | Unchanged |
| Capricorn Fund Managers Ltd | 6,484 | $3.41M | 1.88% | 00.0% | Unchanged |
| M&R Capital Management Inc | 6,452 | $3.40M | 0.85% | +81+1.3% | Added |
| San Luis Wealth Advisors LLC | 6,451 | $3.40M | 1.43% | +340+5.6% | Added |
| Leeward Financial Partners, LLC | 6,450 | $3.40M | 1.64% | +335+5.5% | Added |
| Greenfield Savings Bank | 6,434 | $3.39M | 1.96% | +18+0.3% | Added |
| Renasant Bank | 6,417 | $3.38M | 2.69% | −152−2.3% | Reduced |
| Sepio Capital, LP | 6,412 | $3.38M | 0.28% | +526+8.9% | Added |
| DF Dent & Co Inc | 6,398 | $3.37M | 0.04% | −236−3.6% | Reduced |
| Nordwand Advisors, LLC | 6,398 | $3.37M | 0.89% | +23+0.4% | Added |
| Channel Wealth LLC | 6,395 | $3.37M | 1.59% | −29−0.5% | Reduced |
| Chemistry Wealth Management LLC | 6,394 | $3.37M | 1.02% | +116+1.8% | Added |
| Wunderlich Capital Managemnt | 6,390 | $3.36M | 1.51% | −235−3.5% | Reduced |
| Granite Bay Wealth Management, LLC | 6,300 | $3.36M | 0.03% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 6,368 | $3.35M | 1.38% | +371+6.2% | Added |
| Wrapmanager Inc | 6,365 | $3.35M | 0.98% | −249−3.8% | Reduced |
| Lyell Wealth Management, LP | 6,350 | $3.34M | 0.38% | +470+8.0% | Added |
| Lineweaver Wealth Advisors, LLC | 6,328 | $3.34M | 0.87% | +205+3.3% | Added |
| Brady Family Wealth, LLC | 6,321 | $3.33M | 1.14% | −17−0.3% | Reduced |
| Kerrisdale Advisers, LLC | 6,300 | $3.32M | 0.99% | −740−10.5% | Reduced |
| Proquility Private Wealth Partners, LLC | 6,297 | $3.32M | 1.26% | −875−12.2% | Reduced |
| My Legacy Advisors, LLC | 6,131 | $3.31M | 1.20% | +97+1.6% | Added |
| Strategic Financial Services, Inc, | 6,282 | $3.31M | 0.23% | −139−2.2% | Reduced |
| Claro Advisors LLC | 6,274 | $3.30M | 0.72% | −69−1.1% | Reduced |
| Relyea Zuckerberg Hanson LLC | 6,268 | $3.30M | 0.64% | +372+6.3% | Added |
| TrueMark Investments, LLC | 6,263 | $3.30M | 3.28% | +6,263 | New |
| Wealth Architects, LLC | 6,226 | $3.28M | 0.46% | +53+0.9% | Added |
| Sound View Wealth Advisors Group, LLC | 6,226 | $3.28M | 0.36% | −198−3.1% | Reduced |
| Regent Peak Wealth Advisors LLC | 6,214 | $3.27M | 0.89% | +3,407+121.4% | Added |
| Bank of Hawaii | 6,190 | $3.26M | 0.17% | −172−2.7% | Reduced |
| Occidental Asset Management, LLC | 6,187 | $3.26M | 0.68% | −460−6.9% | Reduced |
| Harmony Asset Management LLC | 6,183 | $3.26M | 1.38% | +6,183 | New |
| Valmark Advisers, Inc. | 6,178 | $3.25M | 0.06% | +326+5.6% | Added |
| Okabena Investment Services Inc | 6,169 | $3.25M | 1.26% | +4,711+323.1% | Added |
| Page Arthur B | 6,168 | $3.25M | 3.43% | −673−9.8% | Reduced |
| L & S Advisors Inc | 6,157 | $3.24M | 0.39% | −9,706−61.2% | Reduced |
| David Loasby | 6,007 | $3.23M | 0.35% | +187+3.2% | Added |
| Smithfield Trust Co | 6,132 | $3.23M | 0.18% | +55+0.9% | Added |
| Naviter Wealth, LLC | 6,127 | $3.23M | 0.65% | +1,466+31.5% | Added |
| Fifth Third Wealth Advisors LLC | 6,122 | $3.22M | 1.05% | +620+11.3% | Added |
| AdvisorNet Financial, Inc | 6,111 | $3.22M | 0.30% | +189+3.2% | Added |
| Bell Bank | 6,073 | $3.20M | 0.31% | +143+2.4% | Added |
| Investment Research & Advisory Group, Inc. | 6,058 | $3.19M | 1.64% | +40+0.7% | Added |
| Costello Asset Management, INC | 6,043 | $3.18M | 2.64% | +5,624+1,342.2% | Added |
| PFG Investments, LLC | 6,042 | $3.18M | 0.59% | +364+6.4% | Added |
| Capital Investment Counsel, LLC | 6,035 | $3.18M | 1.20% | +6,035 | New |
| Catalytic Wealth RIA, LLC | 6,019 | $3.17M | 1.43% | +6,019 | New |
| Pinnacle Wealth Planning Services, Inc. | 6,014 | $3.17M | 0.50% | −41−0.7% | Reduced |
| Avestar Capital, LLC | 5,998 | $3.16M | 0.39% | +766+14.6% | Added |
| Platte River Wealth Advisors, LLC | 5,995 | $3.16M | 1.04% | −99−1.6% | Reduced |
| AIMZ Investment Advisors, LLC | 5,989 | $3.15M | 1.28% | −54−0.9% | Reduced |
| Desjardins Global Asset Management Inc. | 5,961 | $3.14M | 0.34% | −569−8.7% | Reduced |
| Symmetry Partners, LLC | 5,950 | $3.12M | 0.17% | −356−5.6% | Reduced |
| Guardian Wealth Advisors, LLC | 5,924 | $3.12M | 0.47% | −14−0.2% | Reduced |
| Commonwealth Retirement Investments LLC | 5,923 | $3.12M | 1.65% | −20.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 5,922 | $3.12M | 0.75% | +139+2.4% | Added |
| Premier Path Wealth Partners, LLC | 5,935 | $3.10M | 0.69% | +5,935 | New |
| Rossmore Private Capital | 5,889 | $3.10M | 0.44% | 00.0% | Unchanged |
| RiverPark Advisors, LLC | 5,881 | $3.10M | 2.85% | +142+2.5% | Added |
| Rehmann Capital Advisory Group | 5,879 | $3.10M | 0.26% | −33−0.6% | Reduced |
| Northside Capital Management, LLC | 5,863 | $3.09M | 0.97% | −218−3.6% | Reduced |
| Paradigm Asset Management Co LLC | 5,845 | $3.08M | 0.81% | −200−3.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 5,832 | $3.07M | 0.19% | −532−8.4% | Reduced |
| Koshinski Asset Management, Inc. | 5,825 | $3.07M | 0.47% | −3,104−34.8% | Reduced |
| First Trust Investment Solutions L.P. | 5,810 | $3.06M | 0.64% | +5,810 | New |
| Harbour Investments, Inc. | 5,803 | $3.06M | 0.13% | −107−1.8% | Reduced |
| Hollencrest Capital Management | 5,802 | $3.05M | 0.29% | +1,543+36.2% | Added |
| Aspiriant, LLC | 5,801 | $3.05M | 0.14% | +686+13.4% | Added |
| Cunning Capital Partners, LP | 5,780 | $3.04M | 1.90% | 00.0% | Unchanged |
| Bay Rivers Group | 5,755 | $3.03M | 1.90% | +204+3.7% | Added |
| CoreCap Advisors, LLC | 5,751 | $3.03M | 0.20% | +4,519+366.8% | Added |
| Eads & Heald Wealth Management | 5,750 | $3.03M | 1.46% | −40−0.7% | Reduced |
| Dohj, LLC | 5,749 | $3.03M | 0.89% | +306+5.6% | Added |
| Patten Group, Inc. | 5,737 | $3.02M | 0.82% | −241−4.0% | Reduced |
| Shepherd Financial Partners LLC | 5,736 | $3.02M | 0.43% | +22+0.4% | Added |
| Birinyi Associates Inc | 5,735 | $3.02M | 1.07% | +4,285+295.5% | Added |
| Legato Capital Management LLC | 5,730 | $3.02M | 0.39% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 5,728 | $3.02M | 0.08% | +143+2.6% | Added |
| Coastal Investment Advisors, Inc. | 5,719 | $3.01M | 0.68% | +616+12.1% | Added |
| Charles Carroll Financial Partners, LLC | 5,706 | $3.00M | 3.23% | +250+4.6% | Added |
| Factorial Partners, LLC | 5,700 | $3.00M | 1.90% | +2,240+64.7% | Added |