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
- 3,422
- +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
- 1,422 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 | 3,055 | $202.4B |
| Q4 2025 | 3,312 | $248.2B |
| Q3 2025 | 3,169 | $253.5B |
| Q2 2025 | 3,186 | $241.1B |
| Q1 2025 | 3,614 | $424.3B |
| Q4 2024 | 3,685 | $409.5B |
| Q3 2024 | 3,477 | $474.6B |
| Q2 2024 | 3,407 | $411.9B |
| Q1 2024 | 3,385 | $398.9B |
| Q4 2023 | 3,422 | $428.0B |
| Q3 2023 | 3,145 | $407.5B |
| Q2 2023 | 3,137 | $388.4B |
| Q1 2023 | 3,115 | $383.6B |
| Q4 2022 | 3,160 | $434.2B |
| Q3 2022 | 2,999 | $413.5B |
| Q2 2022 | 2,965 | $422.0B |
| Q1 2022 | 2,966 | $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 |
|---|---|---|---|---|---|
| JS Capital Management LLC | 41,000 | $21.6M | 2.58% | +6,000+17.1% | Added |
| First American Bank | 40,980 | $21.6M | 1.80% | −758−1.8% | Reduced |
| Colonial Trust Advisors | 40,957 | $21.6M | 2.29% | −800−1.9% | Reduced |
| Minneapolis Portfolio Management Group, LLC | 40,690 | $21.4M | 2.81% | −1,732−4.1% | Reduced |
| Pinnacle Associates Ltd | 40,550 | $21.3M | 0.36% | +377+0.9% | Added |
| HB Wealth Management, LLC | 40,347 | $21.2M | 0.31% | +2,394+6.3% | Added |
| Quantinno Capital Management LP | 40,306 | $21.2M | 0.74% | +5,825+16.9% | Added |
| First Financial Bankshares Inc | 40,194 | $21.2M | 0.51% | +40,194 | New |
| Trillium Asset Management, LLC | 40,122 | $21.1M | 0.58% | +14,378+55.8% | Added |
| Calamos Wealth Management LLC | 40,008 | $21.1M | 1.33% | −181−0.5% | Reduced |
| Liontrust Investment Partners LLP | 40,000 | $21.1M | 0.31% | +30,500+321.1% | Added |
| Private Capital Advisors, Inc. | 39,947 | $21.0M | 3.20% | −280−0.7% | Reduced |
| Copeland Capital Management, LLC | 39,822 | $21.0M | 0.42% | −976−2.4% | Reduced |
| Great Valley Advisor Group, Inc. | 39,389 | $20.7M | 0.73% | +5,092+14.8% | Added |
| Patten & Patten Inc | 39,253 | $20.7M | 1.70% | −1,222−3.0% | Reduced |
| Crossmark Global Holdings, Inc. | 39,141 | $20.6M | 0.43% | −667−1.7% | Reduced |
| First Eagle Investment Management, LLC | 38,822 | $20.4M | 0.05% | −3,327−7.9% | Reduced |
| Punch & Associates Investment Management, Inc. | 38,821 | $20.4M | 1.19% | 00.0% | Unchanged |
| Lockheed Martin Investment Management Co | 40,500 | $20.4M | 1.46% | +3,650+9.9% | Added |
| Narwhal Capital Management | 38,621 | $20.3M | 2.22% | −6,352−14.1% | Reduced |
| Cetera Advisors LLC | 38,529 | $20.3M | 0.28% | +2,299+6.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 38,486 | $20.3M | 0.41% | +7,594+24.6% | Added |
| Modera Wealth Management, LLC | 38,471 | $20.3M | 0.34% | −1,266−3.2% | Reduced |
| Madison Asset Management, LLC | 38,098 | $20.1M | 0.27% | −624−1.6% | Reduced |
| Metropolitan Life Insurance Co | 37,649 | $19.8M | 0.93% | −677−1.8% | Reduced |
| Hendershot Investments Inc. | 37,611 | $19.8M | 3.05% | +480+1.3% | Added |
| WSFS Capital Management, LLC | 37,606 | $19.8M | 1.23% | +2,519+7.2% | Added |
| Dorsey & Whitney Trust CO LLC | 37,591 | $19.8M | 1.52% | +1,500+4.2% | Added |
| Stewart & Patten Co LLC | 37,460 | $19.7M | 3.08% | −528−1.4% | Reduced |
| JLB & Associates Inc | 37,325 | $19.7M | 2.82% | −179−0.5% | Reduced |
| Wafra Inc. | 37,234 | $19.6M | 1.15% | −51,695−58.1% | Reduced |
| Advisors Asset Management, Inc. | 37,208 | $19.6M | 0.40% | −1,754−4.5% | Reduced |
| SG Americas Securities, LLC | 36,878 | $19.4M | 0.21% | +7,456+25.3% | Added |
| Marco Investment Management LLC | 36,737 | $19.3M | 1.98% | −286−0.8% | Reduced |
| Park Avenue Securities LLC | 36,617 | $19.3M | 0.27% | +20+0.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 36,599 | $19.3M | 2.58% | −5,890−13.9% | Reduced |
| Albion Financial Group | 36,522 | $19.2M | 1.58% | +51+0.1% | Added |
| North Point Portfolio Managers Corp | 36,444 | $19.2M | 3.50% | −430−1.2% | Reduced |
| Andra AP-fonden | 36,300 | $19.1M | 1.01% | +20,100+124.1% | Added |
| Eagle Global Advisors LLC | 36,279 | $19.1M | 1.15% | −617−1.7% | Reduced |
| Independent Advisor Alliance | 36,062 | $18.9M | 0.68% | +4,434+14.0% | Added |
| Annex Advisory Services, LLC | 35,941 | $18.9M | 0.79% | +758+2.2% | Added |
| Salem Investment Counselors Inc | 35,906 | $18.9M | 0.65% | +1,532+4.5% | Added |
| Stillwater Capital Advisors, LLC | 35,820 | $18.9M | 3.02% | −196−0.5% | Reduced |
| Resources Investment Advisors, LLC. | 35,759 | $18.8M | 0.33% | +6,051+20.4% | Added |
| Kestra Private Wealth Services, LLC | 35,728 | $18.8M | 0.48% | +2,515+7.6% | Added |
| LMCG Investments, LLC | 35,721 | $18.8M | 1.16% | −363−1.0% | Reduced |
| Parallel Advisors, LLC | 35,511 | $18.7M | 0.55% | +1,673+4.9% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 35,490 | $18.7M | 1.25% | +14,978+73.0% | Added |
| Wallington Asset Management, LLC | 35,471 | $18.7M | 3.15% | +702+2.0% | Added |
| Meiji Yasuda Life Insurance Co | 35,333 | $18.6M | 0.40% | +6,282+21.6% | Added |
| Pictet North America Advisors SA | 35,269 | $18.6M | 2.40% | −3,826−9.8% | Reduced |
| FineMark National Bank & Trust | 35,065 | $18.5M | 0.76% | +21+0.1% | Added |
| Appleton Partners Inc | 35,053 | $18.5M | 1.49% | +376+1.1% | Added |
| Transform Wealth, LLC | 35,007 | $18.4M | 1.80% | −143−0.4% | Reduced |
| Harbor Investment Advisory, LLC | 34,817 | $18.3M | 2.12% | +186+0.5% | Added |
| TruWealth Advisors, LLC | 34,765 | $18.3M | 1.40% | −239−0.7% | Reduced |
| Azimuth Capital Investment Management LLC | 34,516 | $18.2M | 0.82% | −150.0% | Reduced |
| Whitford Management LLC | 34,425 | $18.1M | 7.12% | +33,497+3,609.6% | Added |
| Artemis Investment Management LLP | 34,414 | $18.1M | 0.27% | −41,024−54.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 34,362 | $18.1M | 1.14% | +2,026+6.3% | Added |
| Raub Brock Capital Management LP | 34,345 | $18.1M | 3.79% | −7,483−17.9% | Reduced |
| Wesbanco Bank Inc | 34,284 | $18.0M | 1.02% | −21,995−39.1% | Reduced |
| Kempen Capital Management N.V. | 34,167 | $18.0M | 0.25% | −586−1.7% | Reduced |
| Spouting Rock Asset Management, LLC | 34,126 | $18.0M | 6.58% | −9,404−21.6% | Reduced |
| Adviser Investments LLC | 33,959 | $17.9M | 0.25% | +18,101+114.1% | Added |
| Oak Ridge Investments LLC | 33,930 | $17.9M | 2.06% | +438+1.3% | Added |
| Terry L. Blaker | 33,891 | $17.8M | 1.46% | +1,566+4.8% | Added |
| Violich Capital Management, Inc. | 33,850 | $17.8M | 2.89% | −45−0.1% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 33,807 | $17.8M | 0.56% | +3,415+11.2% | Added |
| First Citizens Bank & Trust Co | 33,346 | $17.6M | 0.32% | +10,881+48.4% | Added |
| Adell Harriman & Carpenter Inc | 33,273 | $17.5M | 1.62% | +211+0.6% | Added |
| TCG Advisory Services, LLC | 33,234 | $17.5M | 1.22% | +25,925+354.7% | Added |
| Argent Trust Co | 33,090 | $17.4M | 0.87% | +208+0.6% | Added |
| Baader Bank INC | 33,042 | $17.4M | 1.48% | −2,708−7.6% | Reduced |
| LSV Asset Management | 33,000 | $17.4M | 0.04% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 32,951 | $17.3M | 1.22% | −30−0.1% | Reduced |
| Bragg Financial Advisors, Inc | 32,881 | $17.3M | 0.82% | −1,629−4.7% | Reduced |
| Apollon Wealth Management, LLC | 32,756 | $17.2M | 0.60% | +10,828+49.4% | Added |
| Cim, LLC | 32,661 | $17.2M | 2.68% | +298+0.9% | Added |
| Anchor Capital Advisors LLC | 32,601 | $17.2M | 0.45% | −1,617−4.7% | Reduced |
| Neville Rodie & Shaw Inc | 32,587 | $17.2M | 1.40% | +416+1.3% | Added |
| Edgar Lomax Co | 32,568 | $17.1M | 1.12% | −1,315−3.9% | Reduced |
| Avantax Advisory Services, Inc. | 32,556 | $17.1M | 0.17% | +266+0.8% | Added |
| Empirical Finance, LLC | 32,475 | $17.1M | 1.19% | +133+0.4% | Added |
| Washington Trust Bank | 32,467 | $17.1M | 1.51% | −1,540−4.5% | Reduced |
| Carlson Capital Management | 32,429 | $17.1M | 0.88% | +319+1.0% | Added |
| ExodusPoint Capital Management, LP | 32,426 | $17.1M | 0.21% | +18,970+141.0% | Added |
| Granite Investment Partners, LLC | 32,247 | $17.0M | 0.66% | −581−1.8% | Reduced |
| Vinva Investment Management Ltd | 32,283 | $16.9M | 1.18% | +32,283 | New |
| Beacon Investment Advisory Services, Inc. | 32,130 | $16.9M | 0.77% | −2,696−7.7% | Reduced |
| Kornitzer Capital Management Inc | 31,821 | $16.8M | 0.33% | −564−1.7% | Reduced |
| Citizens Financial Group Inc | 31,815 | $16.7M | 0.58% | +1,303+4.3% | Added |
| CCM Investment Advisers LLC | 31,740 | $16.7M | 2.06% | +220+0.7% | Added |
| Barlow Wealth Partners, Inc. | 31,616 | $16.6M | 2.37% | +31,616 | New |
| LGT Group Foundation | 31,615 | $16.6M | 0.37% | +2,504+8.6% | Added |
| Boston Private Wealth LLC | 31,347 | $16.5M | 0.40% | −4,435−12.4% | Reduced |
| Tower Bridge Advisors | 31,323 | $16.5M | 1.42% | −34−0.1% | Reduced |
| YHB Investment Advisors, Inc. | 31,271 | $16.5M | 1.59% | −3,743−10.7% | Reduced |
| 11 Capital Partners LP | 31,062 | $16.4M | 7.90% | −685−2.2% | Reduced |