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 |
|---|---|---|---|---|---|
| Robeco Schweiz AG | 22,971 | $12.1M | 0.20% | −8,186−26.3% | Reduced |
| Litman Gregory Asset Management LLC | 22,946 | $12.1M | 1.15% | −220−0.9% | Reduced |
| Advisory Services Network, LLC | 22,769 | $12.0M | 0.29% | −1,148−4.8% | Reduced |
| Dividend Assets Capital, LLC | 22,769 | $12.0M | 2.36% | +1,159+5.4% | Added |
| Leavell Investment Management, Inc. | 22,632 | $11.9M | 0.76% | +259+1.2% | Added |
| Phoenix Holdings Ltd. | 20,915 | $11.9M | 0.20% | −1,050−4.8% | Reduced |
| Dakota Wealth Management | 22,586 | $11.9M | 0.46% | +318+1.4% | Added |
| West Coast Financial LLC | 22,563 | $11.9M | 1.56% | +2,388+11.8% | Added |
| Dynamic Advisor Solutions LLC | 22,050 | $11.8M | 0.44% | +6,654+43.2% | Added |
| Richard Bernstein Advisors LLC | 22,493 | $11.8M | 0.26% | +4,988+28.5% | Added |
| Brookstone Capital Management | 22,435 | $11.8M | 0.23% | +225+1.0% | Added |
| Ascent Group, LLC | 22,668 | $11.7M | 1.11% | +368+1.7% | Added |
| ARS Wealth Advisors Group, LLC | 22,283 | $11.7M | 1.74% | +19,708+765.4% | Added |
| Cary Street Partner Investment Advisory LLC | 22,142 | $11.7M | 0.55% | +1,599+7.8% | Added |
| Janney Capital Management LLC | 22,073 | $11.6M | 0.78% | +22,073 | New |
| Logan Capital Management Inc | 22,025 | $11.6M | 0.54% | −653−2.9% | Reduced |
| Gamco Investors, Inc. Et Al | 22,018 | $11.6M | 0.12% | +7,043+47.0% | Added |
| Covington Investment Advisors Inc. | 21,978 | $11.6M | 2.10% | +201+0.9% | Added |
| Advisory Research Inc | 21,828 | $11.5M | 1.77% | −130−0.6% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 21,806 | $11.5M | 2.18% | −103−0.5% | Reduced |
| First National Bank of Omaha | 21,780 | $11.5M | 0.72% | −1,128−4.9% | Reduced |
| Somerville Kurt F | 21,743 | $11.4M | 2.16% | +1,334+6.5% | Added |
| WoodTrust Financial Corp | 21,728 | $11.4M | 1.95% | +119+0.6% | Added |
| Princeton Global Asset Management LLC | 21,551 | $11.3M | 2.85% | +531+2.5% | Added |
| Procyon Private Wealth Partners, LLC | 21,550 | $11.3M | 0.96% | +749+3.6% | Added |
| Balentine LLC | 21,471 | $11.3M | 0.36% | +4,584+27.1% | Added |
| Sonora Investment Management Group, LLC | 21,406 | $11.3M | 0.92% | +1,025+5.0% | Added |
| Signaturefd, LLC | 21,389 | $11.3M | 0.26% | +1,634+8.3% | Added |
| AIA Group Ltd | 21,381 | $11.3M | 0.46% | −1,436−6.3% | Reduced |
| Ameritas Investment Partners, Inc. | 21,380 | $11.3M | 0.41% | −922−4.1% | Reduced |
| Telemus Capital, LLC | 21,308 | $11.2M | 0.93% | +1,970+10.2% | Added |
| Stratos Wealth Partners, LTD. | 21,163 | $11.1M | 0.21% | +497+2.4% | Added |
| High Note Wealth, LLC | 20,996 | $11.1M | 4.16% | +621+3.0% | Added |
| RiverFront Investment Group, LLC | 20,990 | $11.1M | 0.35% | +1,166+5.9% | Added |
| NBT Bank N A | 20,958 | $11.0M | 0.86% | +47+0.2% | Added |
| L1 Capital International Pty Ltd | 20,890 | $11.0M | 5.77% | +20,890 | New |
| St Germain D J Co Inc | 20,841 | $11.0M | 0.57% | −70−0.3% | Reduced |
| Horizon Investments, LLC | 20,812 | $11.0M | 0.30% | −4,516−17.8% | Reduced |
| Mission Wealth Management, LP | 20,795 | $10.9M | 0.36% | −536−2.5% | Reduced |
| Berger Financial Group, Inc | 20,794 | $10.9M | 1.13% | −312−1.5% | Reduced |
| Hilton Capital Management, LLC | 20,783 | $10.9M | 1.17% | −266−1.3% | Reduced |
| American National Bank | 20,703 | $10.9M | 1.71% | −276−1.3% | Reduced |
| Shelton Capital Management | 20,675 | $10.9M | 0.35% | −12,242−37.2% | Reduced |
| Jones Financial Companies LLLP | 20,489 | $10.8M | 0.02% | +737+3.7% | Added |
| WESPAC Advisors SoCal, LLC | 20,421 | $10.8M | 3.13% | +433+2.2% | Added |
| Summit Financial, LLC | 20,361 | $10.7M | 0.70% | +682+3.5% | Added |
| Guardian Capital Advisors LP | 19,950 | $10.7M | 1.12% | +1,651+9.0% | Added |
| Strong Tower Advisory Services | 20,253 | $10.7M | 4.72% | +131+0.7% | Added |
| Venture Visionary Partners LLC | 20,248 | $10.7M | 0.56% | +221+1.1% | Added |
| Greenwich Wealth Management LLC | 20,244 | $10.7M | 1.05% | +19+0.1% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $10.6M | 5.53% | 00.0% | Unchanged |
| Principal Securities, Inc. | 20,051 | $10.6M | 0.39% | +20,051 | New |
| Primecap Management Co | 20,014 | $10.5M | 0.01% | 00.0% | Unchanged |
| Cullinan Associates Inc | 19,986 | $10.5M | 0.59% | −4,569−18.6% | Reduced |
| Moneta Group Investment Advisors LLC | 19,916 | $10.5M | 0.21% | +2,285+13.0% | Added |
| Profund Advisors LLC | 19,909 | $10.5M | 0.45% | +1,243+6.7% | Added |
| NatWest Group plc | 19,880 | $10.5M | 4.37% | +12,024+153.1% | Added |
| Caldwell Trust Co | 19,804 | $10.4M | 1.32% | −298−1.5% | Reduced |
| Advanced Asset Management Advisors Inc | 19,740 | $10.4M | 2.47% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 19,732 | $10.4M | 0.21% | +1,378+7.5% | Added |
| HighPoint Advisor Group LLC | 21,375 | $10.4M | 0.75% | +21,375 | New |
| Toth Financial Advisory Corp | 19,722 | $10.4M | 1.41% | +340+1.8% | Added |
| TCTC Holdings, LLC | 19,715 | $10.4M | 0.38% | +63+0.3% | Added |
| Executive Wealth Management, LLC | 19,696 | $10.4M | 0.98% | +211+1.1% | Added |
| Anchor Investment Management, LLC | 19,635 | $10.3M | 1.18% | +2,929+17.5% | Added |
| Central Bank & Trust Co | 19,631 | $10.3M | 1.60% | +91+0.5% | Added |
| KCM Investment Advisors LLC | 19,564 | $10.3M | 0.41% | +177+0.9% | Added |
| Woodmont Investment Counsel LLC | 19,524 | $10.3M | 0.96% | +363+1.9% | Added |
| PFM Health Sciences, LP | 19,361 | $10.2M | 0.61% | −96,706−83.3% | Reduced |
| Mutual Advisors, LLC | 19,348 | $10.2M | 0.35% | +1,046+5.7% | Added |
| Sumitomo Life Insurance Co | 19,298 | $10.2M | 0.32% | +5,593+40.8% | Added |
| CX Institutional | 19,284 | $10.2M | 0.54% | −422−2.1% | Reduced |
| Ascent Wealth Partners, LLC | 19,256 | $10.1M | 1.66% | +156+0.8% | Added |
| Two Sigma Securities, LLC | 19,256 | $10.1M | 0.46% | +18,853+4,678.2% | Added |
| Great Waters Wealth Management | 18,676 | $10.1M | 1.80% | −254−1.3% | Reduced |
| Pallas Capital Advisors LLC | 19,219 | $10.1M | 0.54% | +406+2.2% | Added |
| Beach Investment Counsel Inc | 19,058 | $10.0M | 1.24% | +15,858+495.6% | Added |
| Integrated Wealth Concepts LLC | 19,046 | $10.0M | 0.16% | +3,719+24.3% | Added |
| EFG Asset Management (Americas) Corp. | 19,041 | $10.0M | 2.16% | −4,959−20.7% | Reduced |
| Elk River Wealth Management, LLC | 18,934 | $9.97M | 1.92% | −175−0.9% | Reduced |
| Sectoral Asset Management Inc | 18,925 | $9.96M | 4.29% | +2,000+11.8% | Added |
| Atlantic Union Bankshares Corp | 18,901 | $9.95M | 0.92% | −1,292−6.4% | Reduced |
| Matrix Asset Advisors Inc | 18,848 | $9.92M | 1.26% | −125−0.7% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 18,812 | $9.90M | 5.44% | −12,454−39.8% | Reduced |
| Forbes J M & Co LLP | 18,797 | $9.90M | 1.15% | +313+1.7% | Added |
| Gotham Asset Management, LLC | 18,722 | $9.86M | 0.18% | +10,562+129.4% | Added |
| Broderick Brian C | 18,607 | $9.80M | 2.45% | +713+4.0% | Added |
| SYSTM Wealth Solutions LLC | 18,566 | $9.77M | 1.35% | −1,229−6.2% | Reduced |
| Northern Oak Wealth Management Inc | 18,454 | $9.72M | 1.16% | −3,574−16.2% | Reduced |
| HealthInvest Partners AB | 18,408 | $9.69M | 7.59% | +18,408 | New |
| Estabrook Capital Management | 18,392 | $9.68M | 1.58% | −236−1.3% | Reduced |
| Stokes Capital Advisors, LLC | 18,349 | $9.66M | 3.06% | +885+5.1% | Added |
| Hudson Valley Investment Advisors Inc | 18,004 | $9.66M | 1.32% | −1,533−7.8% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 18,302 | $9.64M | 0.34% | +6,494+55.0% | Added |
| Evexia Wealth LLC | 18,845 | $9.62M | 4.06% | +439+2.4% | Added |
| Wealth Advisory Solutions, LLC | 18,245 | $9.61M | 3.35% | −16,923−48.1% | Reduced |
| Motco | 18,233 | $9.60M | 0.62% | −470−2.5% | Reduced |
| First Hawaiian Bank | 18,217 | $9.59M | 0.30% | −10.0% | Reduced |
| Morse Asset Management, Inc | 18,069 | $9.51M | 2.80% | −463−2.5% | Reduced |
| Lincoln Capital Corp | 18,052 | $9.50M | 4.64% | −263−1.4% | Reduced |