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 |
|---|---|---|---|---|---|
| Creegan & Nassoura Financial Group, LLC | 4,035 | $2.12M | 1.54% | −25−0.6% | Reduced |
| M&G Investments (USA) Inc. | 4,028 | $2.12M | 2.09% | +4,028 | New |
| Second Line Capital, LLC | 4,023 | $2.12M | 0.85% | +4,023 | New |
| CIC Wealth, LLC | 4,023 | $2.12M | 0.67% | −727−15.3% | Reduced |
| Infrastructure Capital Advisors, LLC | 4,022 | $2.12M | 0.33% | +4,022 | New |
| NVWM, LLC | 4,015 | $2.11M | 0.63% | −46−1.1% | Reduced |
| Keel Point, LLC | 4,011 | $2.11M | 0.25% | +176+4.6% | Added |
| KLCM Advisors, Inc. | 4,010 | $2.11M | 0.33% | +1,196+42.5% | Added |
| Tobam | 4,003 | $2.11M | 0.18% | −864−17.8% | Reduced |
| Monetta Financial Services Inc | 4,000 | $2.11M | 2.01% | 00.0% | Unchanged |
| Viking Fund Management LLC | 4,000 | $2.11M | 0.41% | 00.0% | Unchanged |
| Waycross Partners, LLC | 4,000 | $2.11M | 0.39% | 00.0% | Unchanged |
| Aries Wealth Management | 3,984 | $2.10M | 0.75% | +47+1.2% | Added |
| Gilliland Jeter Wealth Management LLC | 3,982 | $2.10M | 0.87% | +3,982 | New |
| Quent Capital, LLC | 3,979 | $2.09M | 0.28% | +345+9.5% | Added |
| First Nebraska Trust Co | 3,970 | $2.09M | 0.24% | −25−0.6% | Reduced |
| Herold Advisors, Inc. | 3,966 | $2.09M | 0.58% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 3,965 | $2.09M | 0.29% | +150+3.9% | Added |
| Redhawk Wealth Advisors, Inc. | 3,945 | $2.08M | 0.41% | +3,547+891.2% | Added |
| Sage Mountain Advisors LLC | 3,922 | $2.06M | 0.24% | +394+11.2% | Added |
| MGB Wealth Management, LLC | 3,908 | $2.06M | 1.03% | +3,908 | New |
| Pictet Bank & Trust Ltd | 3,905 | $2.06M | 2.08% | −893−18.6% | Reduced |
| Pettee Investors, Inc. | 3,902 | $2.05M | 0.91% | +460+13.4% | Added |
| Mission Creek Capital Partners, Inc. | 3,900 | $2.05M | 0.53% | +342+9.6% | Added |
| Strategic Blueprint, LLC | 3,897 | $2.05M | 0.17% | +30+0.8% | Added |
| Snider Financial Group | 3,888 | $2.05M | 0.94% | +174+4.7% | Added |
| Joseph Group Capital Management | 3,887 | $2.05M | 1.19% | +163+4.4% | Added |
| Platform Technology Partners | 3,947 | $2.04M | 0.79% | −1,256−24.1% | Reduced |
| Dover Advisors, LLC | 3,876 | $2.04M | 2.68% | −1,411−26.7% | Reduced |
| Chicago Capital, LLC | 3,874 | $2.04M | 0.07% | +2,462+174.4% | Added |
| Washburn Capital Management, Inc. | 3,872 | $2.04M | 1.53% | +500+14.8% | Added |
| MidWestOne Financial Group, Inc. | 3,870 | $2.04M | 0.39% | −41−1.0% | Reduced |
| US Asset Management LLC | 3,867 | $2.04M | 2.01% | +3,867 | New |
| Boston Family Office LLC | 3,863 | $2.03M | 0.15% | +165+4.5% | Added |
| Highview Capital Management LLC | 3,863 | $2.03M | 1.08% | +50+1.3% | Added |
| Groesbeck Investment Management Corp | 3,846 | $2.02M | 2.80% | 00.0% | Unchanged |
| Stableford Capital II LLC | 3,752 | $2.02M | 0.87% | −36−1.0% | Reduced |
| Prestige Wealth Management Group LLC | 3,838 | $2.02M | 0.46% | +208+5.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,835 | $2.02M | 0.93% | +3,835 | New |
| BKM Wealth Management, LLC | 3,829 | $2.02M | 0.86% | +3,829 | New |
| WBI Investments | 3,828 | $2.02M | 0.40% | +3,828 | New |
| Fox Hill Wealth Management | 3,816 | $2.01M | 1.54% | +3,816 | New |
| CFO4Life Group, LLC | 3,815 | $2.01M | 0.38% | −29−0.8% | Reduced |
| Everhart Financial Group, Inc. | 3,811 | $2.01M | 0.71% | +549+16.8% | Added |
| Doliver Advisors, LP | 3,806 | $2.00M | 0.61% | +16+0.4% | Added |
| Tilt Investment Management Holdings, PBC | 3,801 | $2.00M | 2.16% | −1,125−22.8% | Reduced |
| Romano Brothers and Company | 3,801 | $2.00M | 0.30% | −33−0.9% | Reduced |
| Townsend & Associates, Inc | 3,874 | $1.99M | 0.25% | −270−6.5% | Reduced |
| Whitener Capital Management, Inc. | 3,762 | $1.98M | 0.72% | +322+9.4% | Added |
| Willner & Heller, LLC | 3,744 | $1.97M | 2.20% | +3,744 | New |
| Main Street Financial Solutions, LLC | 3,740 | $1.97M | 0.25% | +71+1.9% | Added |
| Buckley Wealth Management, LLC | 3,713 | $1.95M | 0.68% | −48−1.3% | Reduced |
| Lokken Investment Group LLC | 3,705 | $1.95M | 1.10% | +1,141+44.5% | Added |
| Cobblestone Capital Advisors LLC | 3,704 | $1.95M | 0.13% | −94−2.5% | Reduced |
| Blueprint Investment Partners LLC | 3,704 | $1.95M | 0.54% | +2,478+202.1% | Added |
| Sierra Capital LLC | 3,704 | $1.95M | 0.29% | −57−1.5% | Reduced |
| Crescent Grove Advisors, LLC | 3,700 | $1.95M | 0.22% | −77−2.0% | Reduced |
| Goepper Burkhardt LLC | 3,748 | $1.94M | 0.97% | +194+5.5% | Added |
| Cubist Systematic Strategies, LLC | 3,682 | $1.94M | 0.02% | +2,703+276.1% | Added |
| HMS Capital Management, LLC | 3,680 | $1.94M | 1.19% | −2−0.1% | Reduced |
| Strategic Investment Advisors | 3,677 | $1.94M | 0.28% | −220−5.6% | Reduced |
| Hudson Canyon Capital Management | 3,676 | $1.94M | 1.41% | −79−2.1% | Reduced |
| Legacy Capital Wealth Partners, LLC | 3,675 | $1.93M | 0.55% | −51−1.4% | Reduced |
| Fiduciary Group LLC | 3,674 | $1.93M | 0.23% | +188+5.4% | Added |
| Wexford Capital LP | 3,672 | $1.93M | 0.41% | +2,000+119.6% | Added |
| Key Financial Inc | 3,651 | $1.92M | 0.53% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 3,646 | $1.92M | 0.15% | −10.0% | Reduced |
| IMS Capital Management | 3,644 | $1.92M | 0.94% | +130+3.7% | Added |
| Vista Investment Management | 3,643 | $1.92M | 0.89% | −3−0.1% | Reduced |
| Eudaimonia Partners, LLC | 3,636 | $1.91M | 0.50% | −1,790−33.0% | Reduced |
| Northern Financial Advisors Inc | 3,636 | $1.91M | 1.61% | +237+7.0% | Added |
| Guardian Investment Management | 3,630 | $1.91M | 1.62% | +3,630 | New |
| Capital Investment Advisory Services, LLC | 3,629 | $1.91M | 0.18% | −14−0.4% | Reduced |
| Rede Wealth, LLC | 3,616 | $1.90M | 0.90% | −4−0.1% | Reduced |
| Fiduciary Family Office, LLC | 3,615 | $1.90M | 0.83% | +3,615 | New |
| FSM Wealth Advisors, LLC | 3,612 | $1.90M | 0.81% | +15+0.4% | Added |
| Entropy Technologies, LP | 3,604 | $1.90M | 0.35% | +3,604 | New |
| Weaver Capital Management LLC | 3,601 | $1.90M | 0.77% | +3,601 | New |
| Bayesian Capital Management, LP | 3,600 | $1.90M | 0.20% | −7,100−66.4% | Reduced |
| Walter & Keenan Financial Consulting Co | 3,591 | $1.89M | 0.68% | −53−1.5% | Reduced |
| BCGM Wealth Management, LLC | 3,556 | $1.87M | 0.76% | +60+1.7% | Added |
| Heartland Bank & Trust Co | 3,554 | $1.87M | 1.29% | +829+30.4% | Added |
| Mach-1 Financial Group, Inc. | 3,552 | $1.87M | 0.71% | −704−16.5% | Reduced |
| SeaCrest Wealth Management, LLC | 3,480 | $1.87M | 0.23% | +380+12.3% | Added |
| Commons Capital, LLC | 3,550 | $1.87M | 2.95% | +81+2.3% | Added |
| DT Investment Partners, LLC | 3,709 | $1.87M | 0.20% | −150−3.9% | Reduced |
| Independent Investors Inc | 3,540 | $1.86M | 0.43% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 3,540 | $1.86M | 0.33% | +2,988+541.3% | Added |
| Jacobi Capital Management LLC | 3,534 | $1.86M | 0.19% | +9+0.3% | Added |
| IAM Advisory, LLC | 3,529 | $1.86M | 0.58% | +44+1.3% | Added |
| Proficio Capital Partners LLC | 3,523 | $1.85M | 0.23% | +82+2.4% | Added |
| XML Financial, LLC | 3,518 | $1.85M | 0.20% | +221+6.7% | Added |
| Evernest Financial Advisors, LLC | 3,515 | $1.85M | 0.94% | +3,515 | New |
| Vanderbilt University | 3,514 | $1.85M | 0.46% | +499+16.6% | Added |
| Simplify Asset Management Inc. | 3,511 | $1.85M | 0.29% | −1,274−26.6% | Reduced |
| Scharf Investments, LLC | 3,504 | $1.84M | 0.05% | +155+4.6% | Added |
| Nwam LLC | 3,503 | $1.84M | 0.15% | +155+4.6% | Added |
| Paulson Wealth Management Inc. | 3,498 | $1.84M | 0.59% | +17+0.5% | Added |
| Pure Financial Advisors, Inc. | 3,459 | $1.82M | 0.06% | +468+15.6% | Added |
| Alpha DNA Investment Management LLC | 3,451 | $1.82M | 1.08% | −646−15.8% | Reduced |