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 |
|---|---|---|---|---|---|
| Brown Miller Wealth Management, LLC | 5,697 | $3.00M | 1.50% | +42+0.7% | Added |
| Sentinel Trust Co Lba | 5,690 | $3.00M | 0.39% | 00.0% | Unchanged |
| Somerset Trust Co | 5,682 | $2.99M | 1.31% | +87+1.6% | Added |
| Sentry Investment Management LLC | 5,679 | $2.99M | 1.28% | +300+5.6% | Added |
| Joel Isaacson & Co., LLC | 5,668 | $2.98M | 0.18% | +287+5.3% | Added |
| Liberty One Investment Management, LLC | 5,664 | $2.98M | 0.37% | +289+5.4% | Added |
| Stamos Capital Partners, L.P. | 5,640 | $2.97M | 0.81% | −3,730−39.8% | Reduced |
| Atomi Financial Group, Inc. | 5,637 | $2.97M | 0.41% | +1,881+50.1% | Added |
| Van Cleef Asset Management,Inc | 5,565 | $2.93M | 0.41% | −210−3.6% | Reduced |
| ROI Financial Advisors, LLC | 5,564 | $2.93M | 2.42% | +5,564 | New |
| Wealth Alliance | 5,556 | $2.93M | 0.41% | −108−1.9% | Reduced |
| Means Investment Co., Inc. | 5,540 | $2.92M | 0.42% | −162−2.8% | Reduced |
| Spears Abacus Advisors LLC | 5,525 | $2.91M | 0.23% | +15+0.3% | Added |
| GPS Wealth Strategies Group, LLC | 5,524 | $2.91M | 0.53% | +85+1.6% | Added |
| Manhattan West Asset Management, LLC | 5,514 | $2.90M | 0.81% | +3,056+124.3% | Added |
| Signet Investment Advisory Group, Inc. | 5,511 | $2.90M | 1.75% | +36+0.7% | Added |
| Anderson Hoagland & Co | 5,575 | $2.89M | 0.35% | +13+0.2% | Added |
| Alliance Wealth Advisors, LLC | 5,495 | $2.89M | 0.97% | +69+1.3% | Added |
| Avantax Planning Partners, Inc. | 5,473 | $2.88M | 0.11% | −244−4.3% | Reduced |
| Royal Fund Management, LLC | 5,458 | $2.87M | 0.36% | +273+5.3% | Added |
| Insight Wealth Strategies, LLC | 5,423 | $2.86M | 0.46% | +76+1.4% | Added |
| Advisor OS, LLC | 5,411 | $2.85M | 0.37% | −139−2.5% | Reduced |
| Bigelow Investment Advisors, LLC | 5,404 | $2.85M | 1.54% | −98−1.8% | Reduced |
| Manchester Capital Management LLC | 5,390 | $2.84M | 0.38% | −106−1.9% | Reduced |
| Financial Perspectives, Inc | 5,378 | $2.83M | 1.15% | +17+0.3% | Added |
| Parkside Financial Bank & Trust | 5,378 | $2.83M | 0.51% | +2,693+100.3% | Added |
| Marex Group plc | 5,364 | $2.82M | 0.11% | +5,364 | New |
| Gryphon Financial Partners LLC | 6,220 | $2.82M | 0.50% | +2,782+80.9% | Added |
| Baker Tilly Wealth Management, LLC | 5,338 | $2.81M | 0.46% | −990−15.6% | Reduced |
| Blue Square Asset Management, LLC | 5,335 | $2.81M | 1.87% | −5−0.1% | Reduced |
| Inscription Capital, LLC | 5,320 | $2.80M | 0.77% | +483+10.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 5,323 | $2.80M | 0.05% | +2,355+79.3% | Added |
| Waterloo Capital, L.P. | 5,313 | $2.80M | 0.45% | +2,548+92.2% | Added |
| Richwood Investment Advisors, LLC | 5,305 | $2.79M | 2.62% | −244−4.4% | Reduced |
| Legacy Financial Advisors, Inc. | 5,268 | $2.77M | 0.53% | +290+5.8% | Added |
| StoneX Group Inc. | 5,263 | $2.77M | 0.28% | −79−1.5% | Reduced |
| Sterling Investment Management, Inc. | 5,263 | $2.77M | 2.03% | −13−0.2% | Reduced |
| ProVise Management Group, LLC | 5,256 | $2.77M | 0.23% | +155+3.0% | Added |
| JT Stratford LLC | 5,254 | $2.77M | 0.63% | +649+14.1% | Added |
| Columbia Trust Co 01012016 | 5,254 | $2.77M | 1.25% | +604+13.0% | Added |
| Marcum Wealth, LLC | 5,233 | $2.76M | 0.29% | +203+4.0% | Added |
| Bourgeon Capital Management LLC | 5,226 | $2.75M | 0.61% | +4,150+385.7% | Added |
| Trueblood Wealth Management, LLC | 5,225 | $2.75M | 1.73% | +5,225 | New |
| Trust Co of Toledo NA | 5,216 | $2.75M | 0.47% | +651+14.3% | Added |
| Fagan Associates, Inc. | 5,212 | $2.74M | 0.60% | +432+9.0% | Added |
| Cottage Street Advisors LLC | 5,179 | $2.74M | 1.85% | −11−0.2% | Reduced |
| Mather Group, LLC. | 5,193 | $2.73M | 0.04% | +313+6.4% | Added |
| Parkwood LLC | 5,189 | $2.73M | 0.44% | −1,045−16.8% | Reduced |
| Wealthcare Advisory Partners LLC | 5,186 | $2.73M | 0.11% | +1,942+59.9% | Added |
| Consilium Wealth Advisory, LLC | 5,173 | $2.72M | 1.64% | +308+6.3% | Added |
| Cassaday & Co Wealth Management LLC | 5,164 | $2.72M | 0.09% | +65+1.3% | Added |
| Handelsinvest Investeringsforvaltning | 5,160 | $2.72M | 1.11% | −1,181−18.6% | Reduced |
| NinePointTwo Capital | 5,153 | $2.71M | 1.08% | 00.0% | Unchanged |
| Caliber Wealth Management, LLC | 5,144 | $2.71M | 1.59% | +84+1.7% | Added |
| Elmwood Wealth Management, Inc. | 5,119 | $2.69M | 1.89% | −1,221−19.3% | Reduced |
| Brasada Capital Management, LP | 5,104 | $2.69M | 0.53% | +471+10.2% | Added |
| AXS Investments LLC | 5,104 | $2.69M | 0.65% | −716−12.3% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 5,100 | $2.69M | 1.47% | 00.0% | Unchanged |
| RB Capital Management, LLC | 5,086 | $2.68M | 0.78% | +27+0.5% | Added |
| Symphony Financial, Ltd. Co. | 5,112 | $2.67M | 0.57% | +2,042+66.5% | Added |
| Geller Advisors LLC | 5,069 | $2.67M | 0.26% | −261−4.9% | Reduced |
| J.W. Cole Advisors, Inc. | 5,060 | $2.66M | 0.16% | +352+7.5% | Added |
| Waypoint Capital Advisors, LLC | 5,039 | $2.65M | 0.77% | +55+1.1% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,038 | $2.65M | 0.52% | +288+6.1% | Added |
| Apexium Financial, LP | 5,027 | $2.65M | 0.19% | +210+4.4% | Added |
| Sheets Smith Wealth Management | 5,014 | $2.64M | 0.38% | −30−0.6% | Reduced |
| SPC Financial, Inc. | 5,006 | $2.64M | 0.27% | +5,006 | New |
| Graham Capital Management, L.P. | 5,000 | $2.63M | 0.08% | −22,174−81.6% | Reduced |
| KP Management LLC | 5,000 | $2.63M | 1.30% | +5,000 | New |
| Hall Capital Management Co Inc | 4,988 | $2.63M | 1.54% | +512+11.4% | Added |
| Tealwood Asset Management Inc | 4,988 | $2.63M | 1.25% | +19+0.4% | Added |
| Cornercap Investment Counsel Inc | 4,963 | $2.61M | 0.43% | −124−2.4% | Reduced |
| MeadowBrook Investment Advisors LLC | 4,956 | $2.61M | 2.49% | +4,956 | New |
| Moser Wealth Advisors, LLC | 4,940 | $2.60M | 1.66% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 4,939 | $2.60M | 1.00% | −64−1.3% | Reduced |
| Eqis Capital Management, Inc. | 4,934 | $2.60M | 0.21% | +324+7.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,933 | $2.60M | 0.09% | +768+18.4% | Added |
| JNBA Financial Advisors | 4,931 | $2.60M | 0.30% | −141−2.8% | Reduced |
| Independence Bank of Kentucky | 4,914 | $2.59M | 0.91% | +1,006+25.7% | Added |
| North Star Investment Management Corp. | 4,913 | $2.59M | 0.20% | −19−0.4% | Reduced |
| Redwood Investment Management, LLC | 4,909 | $2.58M | 0.24% | −1,831−27.2% | Reduced |
| Ami Investment Management Inc | 4,905 | $2.58M | 1.05% | −303−5.8% | Reduced |
| InterOcean Capital Group, LLC | 4,904 | $2.58M | 0.07% | +573+13.2% | Added |
| Tyche Wealth Partners LLC | 4,895 | $2.58M | 0.62% | +4,895 | New |
| Sunbelt Securities, Inc. | 4,885 | $2.57M | 0.32% | +76+1.6% | Added |
| Country Club Bank | 4,891 | $2.57M | 0.19% | −288−5.6% | Reduced |
| Steward Partners Investment Solutions, LLC | 4,871 | $2.56M | 1.07% | +4,871 | New |
| Fosun International Ltd | 4,869 | $2.56M | 0.52% | −2,360−32.6% | Reduced |
| PDS Planning, Inc | 4,860 | $2.56M | 0.29% | +22+0.5% | Added |
| Financial Advocates Investment Management | 4,859 | $2.56M | 0.17% | +205+4.4% | Added |
| Ameliora Wealth Management Ltd. | 4,842 | $2.55M | 1.27% | +808+20.0% | Added |
| Finivi Inc. | 4,841 | $2.55M | 2.49% | +4,841 | New |
| Mesirow Financial Investment Management, Inc. | 47,809 | $2.55M | 0.09% | +47,809 | New |
| Hartline Investment Corp | 4,828 | $2.54M | 0.41% | +3+0.1% | Added |
| Strategic Planning Group, LLC | 4,813 | $2.53M | 0.84% | +4,813 | New |
| Parsons Capital Management Inc | 4,798 | $2.53M | 0.18% | +455+10.5% | Added |
| Concord Wealth Partners | 4,790 | $2.52M | 0.50% | +1,379+40.4% | Added |
| Kovack Advisors, Inc. | 4,780 | $2.52M | 0.30% | −171−3.5% | Reduced |
| Alaethes Wealth LLC | 4,777 | $2.51M | 1.19% | +131+2.8% | Added |
| Ingalls & Snyder LLC | 4,774 | $2.51M | 0.11% | −70−1.4% | Reduced |