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 | 3,055 | $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 |
|---|---|---|---|---|---|
| Arnhold LLC | 31,026 | $16.3M | 1.83% | −50−0.2% | Reduced |
| Sequoia Financial Advisors, LLC | 30,899 | $16.3M | 0.20% | +13,168+74.3% | Added |
| Petredis Investment Advisors LLC | 30,740 | $16.2M | 2.12% | −944−3.0% | Reduced |
| German American Bancorp, Inc. | 30,728 | $16.2M | 2.13% | +481+1.6% | Added |
| united american securities inc. (d/b/a uas asset management) | 30,714 | $16.2M | 4.11% | −145−0.5% | Reduced |
| Picton Mahoney Asset Management | 30,637 | $16.1M | 0.75% | +10,297+50.6% | Added |
| Level Four Advisory Services, LLC | 30,632 | $16.1M | 0.90% | +414+1.4% | Added |
| Siemens Fonds Invest GmbH | 30,072 | $15.8M | 1.29% | −702−2.3% | Reduced |
| HRT Financial LP | 30,056 | $15.8M | 0.12% | +14,420+92.2% | Added |
| Bornite Capital Management LP | 30,000 | $15.8M | 3.70% | +30,000 | New |
| Foyston, Gordon, & Payne Inc | 29,997 | $15.8M | 3.97% | −862−2.8% | Reduced |
| Core Alternative Capital | 29,994 | $15.8M | 2.71% | −6,765−18.4% | Reduced |
| GAM Holding AG | 29,882 | $15.7M | 1.17% | +22+0.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 29,678 | $15.6M | 9.41% | −498−1.7% | Reduced |
| Axxcess Wealth Management, LLC | 29,333 | $15.4M | 0.46% | +2,573+9.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 29,277 | $15.4M | 0.40% | +40+0.1% | Added |
| Segment Wealth Management, LLC | 29,185 | $15.4M | 1.36% | +1,090+3.9% | Added |
| Walleye Capital LLC | 29,139 | $15.3M | 0.22% | +13,830+90.3% | Added |
| Middleton & Co Inc | 29,065 | $15.3M | 1.91% | −448−1.5% | Reduced |
| Foundations Investment Advisors, LLC | 30,157 | $15.3M | 0.41% | +5,718+23.4% | Added |
| Cardinal Capital Management, Inc. | 29,045 | $15.3M | 0.72% | −2,209−7.1% | Reduced |
| Meridian Wealth Management, LLC | 29,003 | $15.3M | 0.97% | +6,529+29.1% | Added |
| Jupiter Asset Management Ltd | 28,845 | $15.2M | 0.15% | +580+2.1% | Added |
| Nomura Holdings Inc | 28,706 | $15.1M | 0.14% | +28,706 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 28,582 | $15.0M | 1.44% | +874+3.2% | Added |
| Allworth Financial LP | 28,410 | $15.0M | 0.11% | +127+0.4% | Added |
| Quest Investment Management LLC | 28,077 | $14.8M | 1.86% | +2,904+11.5% | Added |
| Girard Partners Ltd. | 27,989 | $14.7M | 1.50% | −856−3.0% | Reduced |
| Nicola Wealth Management Ltd. | 27,900 | $14.7M | 1.54% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 27,882 | $14.7M | 0.45% | +903+3.3% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 27,816 | $14.6M | 1.02% | +169+0.6% | Added |
| Cohen Klingenstein LLC | 27,700 | $14.6M | 0.60% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 27,687 | $14.6M | 1.09% | +1,373+5.2% | Added |
| King Wealth | 27,686 | $14.6M | 2.82% | −794−2.8% | Reduced |
| Eisler Capital (UK) Ltd. | 27,666 | $14.6M | 1.33% | −19,786−41.7% | Reduced |
| Marks Group Wealth Management, Inc | 27,403 | $14.4M | 1.64% | +598+2.2% | Added |
| Lowe Brockenbrough & Co Inc | 27,401 | $14.4M | 1.12% | −3,031−10.0% | Reduced |
| Trust Co of Vermont | 27,272 | $14.4M | 0.96% | +2,661+10.8% | Added |
| Cookson Peirce & Co Inc | 26,906 | $14.2M | 0.86% | +25,041+1,342.7% | Added |
| Torray LLC | 26,852 | $14.1M | 2.29% | +29+0.1% | Added |
| PGGM Investments | 26,796 | $14.1M | 0.21% | −8,470−24.0% | Reduced |
| Moran Wealth Management, LLC | 26,731 | $14.1M | 0.50% | −976−3.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 26,579 | $14.0M | 1.64% | +1,364+5.4% | Added |
| Prospera Financial Services Inc | 26,574 | $14.0M | 0.46% | +455+1.7% | Added |
| Haverford Financial Services, Inc. | 26,565 | $14.0M | 4.19% | −3,271−11.0% | Reduced |
| Amica Mutual Insurance Co | 26,409 | $13.9M | 1.50% | −3,347−11.2% | Reduced |
| BlackBarn Capital Partners LP | 26,300 | $13.8M | 9.14% | +26,300 | New |
| Wetherby Asset Management Inc | 26,286 | $13.8M | 0.72% | −337−1.3% | Reduced |
| Roundview Capital LLC | 26,249 | $13.8M | 1.27% | +235+0.9% | Added |
| Addenda Capital Inc. | 26,234 | $13.8M | 0.54% | +2,073+8.6% | Added |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 26,234 | $13.8M | 3.73% | +26,234 | New |
| Buckingham Strategic Wealth, LLC | 26,082 | $13.7M | 0.16% | −1,232−4.5% | Reduced |
| James Investment Research Inc | 25,989 | $13.7M | 1.72% | −1,129−4.2% | Reduced |
| Highlander Capital Management, LLC | 25,840 | $13.6M | 4.85% | 00.0% | Unchanged |
| Bridgecreek Investment Management, LLC | 25,698 | $13.5M | 2.62% | −150−0.6% | Reduced |
| Greenleaf Trust | 25,523 | $13.4M | 0.14% | +1,069+4.4% | Added |
| Heritage Trust Co | 25,428 | $13.4M | 1.88% | −88−0.3% | Reduced |
| Venturi Wealth Management, LLC | 25,416 | $13.4M | 0.95% | −55−0.2% | Reduced |
| Wedbush Securities Inc | 25,385 | $13.4M | 0.59% | +14+0.1% | Added |
| Leuthold Group, LLC | 25,268 | $13.3M | 1.66% | +187+0.7% | Added |
| Tocqueville Asset Management L.P. | 25,250 | $13.3M | 0.24% | −62−0.2% | Reduced |
| Pioneer Trust Bank N A | 25,139 | $13.2M | 3.94% | +734+3.0% | Added |
| Glenview Trust Co | 25,080 | $13.2M | 0.32% | +461+1.9% | Added |
| Schmidt P J Investment Management Inc | 26,190 | $13.2M | 2.61% | −484−1.8% | Reduced |
| Miracle Mile Advisors, LLC | 25,005 | $13.2M | 0.36% | +8,704+53.4% | Added |
| Bright Rock Capital Management, LLC | 25,000 | $13.2M | 2.98% | 00.0% | Unchanged |
| Buckingham Capital Management, Inc. | 24,946 | $13.1M | 1.76% | −331−1.3% | Reduced |
| Muhlenkamp & Co Inc | 24,919 | $13.1M | 4.29% | +181+0.7% | Added |
| Grimes & Company, Inc. | 24,911 | $13.1M | 0.43% | +356+1.4% | Added |
| Toroso Investments, LLC | 24,902 | $13.1M | 0.31% | +3,144+14.4% | Added |
| Cyndeo Wealth Partners, LLC | 24,895 | $13.1M | 1.21% | +7,192+40.6% | Added |
| Payden & Rygel | 24,780 | $13.0M | 0.95% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 24,700 | $13.0M | 0.12% | −111,634−81.9% | Reduced |
| Equitable Holdings, Inc. | 24,567 | $12.9M | 0.16% | +3,481+16.5% | Added |
| Van Hulzen Asset Management, LLC | 24,382 | $12.8M | 0.90% | +3,135+14.8% | Added |
| Scholtz & Company, LLC | 24,305 | $12.8M | 6.33% | +3,655+17.7% | Added |
| Empowered Funds, LLC | 24,292 | $12.8M | 0.32% | −2,329−8.7% | Reduced |
| Abner Herrman & Brock LLC | 24,292 | $12.8M | 1.80% | −67−0.3% | Reduced |
| Sawgrass Asset Management LLC | 24,231 | $12.8M | 1.44% | −13,755−36.2% | Reduced |
| TD Private Client Wealth LLC | 24,132 | $12.7M | 0.46% | +1,986+9.0% | Added |
| Gluskin Sheff & Assoc Inc | 24,076 | $12.7M | 1.25% | −7,363−23.4% | Reduced |
| WS Portfolio Advisory, LLC | 24,032 | $12.7M | 2.34% | −14,727−38.0% | Reduced |
| FJ Investments, LLC | 24,024 | $12.6M | 0.60% | +24,024 | New |
| McRae Capital Management Inc | 24,002 | $12.6M | 3.16% | +2,190+10.0% | Added |
| Stonebridge Capital Advisors LLC | 23,947 | $12.6M | 1.27% | +187+0.8% | Added |
| Chiron Investment Management, LLC | 23,874 | $12.6M | 4.79% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 23,829 | $12.5M | 0.03% | −136,559−85.1% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 23,779 | $12.5M | 1.37% | −247−1.0% | Reduced |
| Twin Capital Management Inc | 23,536 | $12.4M | 1.62% | −362−1.5% | Reduced |
| Aquatic Capital Management LLC | 23,520 | $12.4M | 0.32% | +23,520 | New |
| Curi Capital | 23,498 | $12.4M | 1.71% | −2,486−9.6% | Reduced |
| Hyperion Capital Advisors LP | 23,466 | $12.4M | 6.67% | 00.0% | Unchanged |
| ING Groep NV | 23,309 | $12.3M | 0.10% | +23,309 | New |
| Smithbridge Asset Management Inc | 23,295 | $12.3M | 2.79% | −227−1.0% | Reduced |
| Ninety One SA (PTY) Ltd | 23,199 | $12.2M | 1.86% | +3,217+16.1% | Added |
| Formuepleje A/S | 23,126 | $12.2M | 0.86% | +23,126 | New |
| Coldstream Capital Management Inc | 23,116 | $12.2M | 0.34% | +1,990+9.4% | Added |
| Live Oak Private Wealth LLC | 23,090 | $12.2M | 2.28% | −122−0.5% | Reduced |
| Choate Investment Advisors | 23,052 | $12.1M | 0.38% | +2,565+12.5% | Added |
| Howe & Rusling Inc | 23,019 | $12.1M | 1.28% | +333+1.5% | Added |