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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.

Q1 2024 vs. Q4 2023

How the institutions holding UnitedHealth Group Inc changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of UNH: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders3,421533,384+16
Shares813.1M2.79M807.2M−3.17M (−0.4%)
Value$428.0B$1.46B$398.9B−$27.6B (−6.5%)

53 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (185)

Institutions that held UnitedHealth Group Inc at the end of Q1 2024 but not at the end of Q4 2023.

Showing the largest 100 of 185 by value.

Institutions new to UNH in Q1 2024
InstitutionSharesValue% of portfolio
Danske Bank A/S712,905$352.7M1.11%
M&G Plc484,269$239.7M1.44%
Focused Investors Fund L P376,650$186.3M5.84%
Resona Asset Management Co.,Ltd.319,560$158.1M0.94%
Mediolanum International Funds Ltd225,223$111.1M1.81%
Voloridge Investment Management, LLC214,311$106.0M0.39%
Clear Street LLC200,000$98.9M3.39%
Capital Fund Management S.A.178,022$88.1M1.07%
D1 Capital Partners L.P.SuperinvestorD1 Capital Partners156,000$77.2M1.17%
Point72 Asset Management, L.P.155,704$77.0M0.22%
Quadrature Capital Ltd122,201$60.4M1.03%
Polar Capital Holdings Plc111,043$54.9M0.33%
Samlyn Capital, LLC108,929$53.9M0.94%
Magnetar Financial LLC79,341$39.2M0.88%
Danica Pension, Livsforsikringsaktieselskab65,744$32.5M0.72%
SpiderRock Advisors, LLC62,227$30.3M0.98%
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund58,069$28.7M1.29%
Deprince Race & Zollo Inc55,879$27.6M0.59%
Focus Financial Network, Inc.55,071$27.2M1.32%
Trajan Wealth LLC51,979$25.7M1.74%
Fidelity National Financial, Inc.50,000$24.7M0.49%
Allianz SE48,939$24.2M0.76%
Twin Tree Management, LP38,129$18.9M0.43%
Point72 (DIFC) Ltd35,305$17.5M1.35%
Simplex Trading, LLC33,725$16.7M0.49%
Payden & Rygel Investment Group30,380$15.0M1.03%
Incline Global Management LLC30,026$14.9M4.72%
Concord Investment Counsel Inc.29,399$14.5M5.25%
Longbow Finance SA26,895$13.3M1.35%
Tradewinds, LLC.26,268$13.1M11.64%
BNP Paribas25,944$12.8M0.60%
Quantbot Technologies LP25,793$12.8M0.72%
Churchill Management Corp23,232$11.5M0.14%
Point72 Hong Kong Ltd19,848$9.82M0.50%
Evoke Wealth, LLC19,760$9.78M0.29%
Schonfeld Strategic Advisors LLC18,087$8.95M0.07%
Ally Financial Inc.17,000$8.41M1.14%
Blue Edge Capital, LLC16,662$8.24M1.38%
Teza Capital Management LLC16,141$7.98M1.06%
Cyrus J. Lawrence, LLC15,885$7.86M1.74%
BTC Capital Management, Inc.15,822$7.83M0.72%
Tran Capital Management, L.P.14,809$7.33M0.82%
Spirepoint Private Client, LLC14,784$7.31M1.11%
Diversify Advisory Services, LLC12,138$5.94M0.35%
Dynasty Wealth Management, LLC11,486$5.68M0.18%
Community Financial Services Group, LLC11,093$5.49M1.25%
CTC LLC10,975$5.43M0.09%
Koss-Olinger Consulting, LLC10,728$5.31M2.87%
First Fiduciary Investment Counsel, Inc.9,550$4.72M0.98%
Duality Advisers, LP9,302$4.60M0.45%
Bryn Mawr Trust Co9,222$4.56M0.18%
Campbell & CO Investment Adviser LLC8,290$4.10M0.35%
Bellwether Advisors, LLC8,106$4.01M0.88%
Central Pacific Bank - Trust Division7,302$3.58M0.44%
Grey Street Capital, LLC7,142$3.53M0.48%
Peak Financial Advisors LLC5,762$2.85M1.74%
Umpqua Bank5,228$2.59M1.06%
Hilltop National Bank4,883$2.42M0.82%
Stevens Capital Management LP4,779$2.36M0.46%
Wolverine Asset Management LLC4,536$2.24M0.04%
Lecap Asset Management Ltd4,404$2.18M0.45%
Nebula Research & Development LLC4,363$2.16M0.46%
Prairie Wealth Advisors, Inc.4,176$2.07M0.97%
ISAM Funds (UK) Ltd4,051$2.00M1.15%
Emprise Bank3,856$1.91M1.28%
Kirtland Hills Capital Management, LLC3,445$1.73M1.50%
Occudo Quantitative Strategies LP3,362$1.66M0.29%
Oxford Wealth Group, LLC3,189$1.58M1.44%
Readystate Asset Management LP2,896$1.43M0.05%
Wilkins Investment Counsel Inc2,850$1.41M0.21%
Gen-Wealth Partners Inc2,610$1.29M0.64%
Greystone Financial Group, LLC2,543$1.26M0.25%
InTrack Investment Management Inc2,422$1.20M0.89%
BTG Pactual Global Asset Management Ltd2,064$1.08M0.35%
CBOE Vest Financial, LLC2,153$1.06M0.03%
Atlanta Consulting Group Advisors, LLC2,132$1.05M0.36%
Davies Financial Advisors, Inc.2,113$1.05M1.07%
AA Financial Advisors, LLC2,108$1.04M0.42%
Hussman Strategic Advisors, Inc.2,100$1.04M0.24%
Savoie Capital LLC2,100$1.04M0.15%
Crewe Advisors LLC2,052$1.02M0.12%
Taikang Asset Management (Hong Kong) Co Ltd2,000$989.4K0.21%
Lombard Odier Asset Management (USA) Corp1,936$957.7K0.14%
Duncan Williams Asset Management, LLC1,864$922.0K0.83%
Next Level Private LLC1,726$853.9K0.39%
LRI Investments, LLC1,719$850.4K0.21%
Bridgefront Capital, LLC1,704$843.0K0.64%
Gries Financial LLC1,661$821.7K0.14%
Coppell Advisory Solutions Corp.1,519$751.5K0.14%
Gibbs Wealth Management1,452$718.3K0.41%
OmniStar Financial Group, Inc.1,438$711.7K0.65%
Triad Wealth Partners, LLC1,372$678.7K0.52%
Boston Mountain Money Management Inc1,252$619.3K0.42%
Wealth Group, Ltd.1,232$609.0K0.46%
Sharp Financial Services, LLC1,200$593.7K0.55%
Bullock Wealth Management Group1,208$591.5K0.40%
Twin City Private Wealth, LLC1,174$581.0K0.57%
Prudent Investors Network1,142$564.9K0.21%
Root Financial Partners, LLC1,140$564.0K0.17%
Edge Financial Advisors LLC1,108$548.2K0.48%

Sold out (169)

Institutions that held UnitedHealth Group Inc at the end of Q4 2023 and filed for Q1 2024 without it.

Showing the largest 100 of 169 by value.

Institutions that sold out of UNH in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Lone Pine Capital LLCSuperinvestorLone Pine Capital891,167$469.2M
Coatue Management LLCSuperinvestorCoatue Management530,384$279.2M
Axiom Investors LLC269,602$141.9M
Sculptor Capital LP257,536$135.6M
Renaissance Technologies LLC155,826$82.0M
Cetera Advisor Networks LLC141,534$74.5M
Holocene Advisors, LP137,795$72.5M
Munro Partners114,178$60.1M
Alyeska Investment Group, L.P.100,000$52.6M
Quantitative Investment Management, LLC59,092$31.1M
Avidity Partners Management LP58,500$30.8M
Armistice Capital, LLC50,000$26.3M
Point72 Middle East FZE43,627$23.0M
Covea Finance43,400$22.8M
Susquehanna Portfolio Strategies, LLC41,498$21.8M
JS Capital Management LLC41,000$21.6M
Punch & Associates Investment Management, Inc.38,821$20.4M
Cetera Advisors LLC38,529$20.3M
Meridian Wealth Management, LLC29,003$15.3M
FJ Investments, LLC24,024$12.6M
Chiron Investment Management, LLC23,874$12.6M
Curi Capital23,498$12.4M
Generali Powszechne Towarzystwo Emerytalne20,118$10.6M
Weiss Multi-Strategy Advisers LLC15,728$8.28M
Gunderson Capital Management Inc.12,532$6.60M
Buck Wealth Strategies, LLC12,251$6.45M
Gateway Advisory, LLC9,125$4.80M
Benson Investment Management Company, Inc.8,789$4.63M
NWK Group, Inc.8,428$4.44M
Virtu Financial LLC8,344$4.39M
Perfromance Wealth Partners, LLC8,203$4.32M
Ashford Capital Management Inc7,755$4.08M
Resolute Capital Asset Partners LLC7,500$3.95M
Regency Capital Management Inc.7,479$3.94M
Dynamic Technology Lab Private Ltd7,071$3.72M
Accent Capital Management, LLC7,017$3.69M
Granite Bay Wealth Management, LLC6,300$3.36M
Parkwood LLC5,189$2.73M
Napa Wealth Management4,739$2.49M
Marvin & Palmer Associates Inc4,550$2.40M
Alternative Investment Advisors, LLC.4,494$2.37M
Arete Wealth Advisors, LLC4,489$2.36M
Glassman Wealth Services4,399$2.32M
IFG Advisory, LLC4,345$2.29M
Redhawk Wealth Advisors, Inc.3,945$2.08M
WBI Investments3,828$2.02M
Legacy Capital Wealth Partners, LLC3,675$1.93M
Guardian Investment Management3,630$1.91M
Bayesian Capital Management, LP3,600$1.90M
Mach-1 Financial Group, Inc.3,552$1.87M
Aigen Investment Management, LP3,540$1.86M
Glaxis Capital Management, LLC3,400$1.79M
Scissortail Wealth Management, LLC3,221$1.63M
Financial Network Wealth Management LLC3,066$1.61M
Oak Hill Wealth Advisors, LLC2,737$1.44M
Beck Capital Management, LLC2,708$1.43M
Mirabella Financial Services LLP2,633$1.39M
Partners Capital Investment Group, LLP2,474$1.30M
Retireful, LLC2,292$1.21M
WealthTrust Asset Management, LLC2,009$1.06M
Connective Portfolio Management, LLC2,000$1.05M
Soundwatch Capital LLC2,467$1.04M
VCI Wealth Management LLC1,843$970.1K
Amarillo National Bank1,742$917.1K
River & Mercantile Asset Management LLP1,735$914.2K
Guidance Capital, Inc1,681$906.8K
Beirne Wealth Consulting Services, LLC1,720$906.4K
Jupiter Wealth Management LLC1,654$870.8K
First Trust Bank, Ltd.1,644$865.5K
Jag Capital Management, LLC1,509$794.2K
3Chopt Investment Partners, LLC1,398$736.0K
Paloma Partners Management Co1,217$640.7K
Harvey Capital Management Inc1,066$561.2K
TimesSquare Capital Management, LLC950$500.0K
Kure Advisory, LLC938$493.8K
Driehaus Capital Management LLC892$469.6K
Y-Intercept (Hong Kong) Ltd891$469.1K
Fort Pitt Capital Group, LLC888$467.3K
Terra Nova Asset Management LLC876$461.0K
Garda Capital Partners LP865$455.4K
Vaughan Nelson Investment Management, L.P.860$453.0K
Sterling Group Wealth Management, LLC854$449.6K
Caerus Investment Advisors, LLC808$425.4K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.799$420.6K
Main Street Research LLC797$419.5K
AdvisorShares Investments LLC791$416.4K
Concentric Capital Strategies, LP768$404.3K
Jacobs Levy Equity Management, Inc759$399.6K
Point72 Asia (Singapore) Pte. Ltd.755$397.2K
Merlin Capital LLC748$393.8K
BlueSky Wealth Advisors, LLC731$384.9K
Otter Creek Advisors, LLC730$384.0K
Madden Securities Corp728$383.3K
Power Corp of Canada719$378.5K
Monticello Wealth Management, LLC675$355.4K
Reston Wealth Management LLC660$347.4K
Calton & Associates, Inc.651$342.7K
Scientech Research LLC650$342.4K
Green Alpha Advisors, LLC630$331.7K
Acorn Creek Capital LLC624$328.6K

Not filed for Q1 2024 yet (53)

Institutions that held UnitedHealth Group Inc at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UNH in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Putnam Investments LLC1,775,918$935.0M
M&G Investment Management Ltd441,984$232.5M
Bartlett & Co. LLC165,132$86.7M
Focus Financial Network Inc78,830$41.5M
Sawtooth Solutions, LLC45,837$24.1M
Aware Super Pty Ltd as trustee of Aware Super66,542$22.0M
Spouting Rock Asset Management, LLC34,126$18.0M
Bridgecreek Investment Management, LLC25,698$13.5M
Telemus Capital, LLC21,308$11.2M
Pavadi Capital LLC15,271$8.04M
GPM Growth Investors, Inc.12,690$6.68M
Wade G W & Inc12,664$6.67M
DFPG Investments, LLC10,656$5.78M
Lee Danner & Bass Inc7,828$4.12M
Desjardins Global Asset Management Inc.5,961$3.14M
Charles Carroll Financial Partners, LLC5,706$3.00M
Columbia Trust Co 010120165,254$2.77M
NinePointTwo Capital5,153$2.71M
Ledge Wealth Management, Inc.4,371$2.30M
Fiat Wealth Management LLC4,227$2.23M
Fairfield Financial Advisors, LTD4,051$2.13M
M&G Investments (USA) Inc.4,028$2.12M
Platform Technology Partners3,947$2.04M
Tilt Investment Management Holdings, PBC3,801$2.00M
Golden State Equity Partners3,006$1.58M
Wealthsource Partners, LLC2,963$1.56M
Live Oak Investment Partners–$1.44M
Financial Advisors Network, Inc.2,678$1.41M
Provence Wealth Management Group2,468$1.30M
Cannell Peter B & Co Inc2,205$1.16M
Maia Wealth LLC2,143$1.13M
Coppell Advisory Solutions LLC1,630$858.2K
Baystate Wealth Management LLC1,358$715.4K
Spartan Planning & Wealth Management1,280$673.9K
Alterity Financial Group, LLC1,207$635.5K
Strategic Wealth Designers1,169$615.6K
Regal Wealth Group, Inc.991$540.4K
High Pines Wealth Management, LLC897$472.5K
StrategIQ Financial Group, LLC893$469.9K
Luts & Greenleigh Group, Inc750$394.6K
HWG Holdings LP748$393.8K
Vahanian & Associates Financial Planning Inc.741$390.1K
Moreno Evelyn V701$369.1K
Hobbs Group Advisors, LLC682$359.2K
Wedgewood Investors Inc581$305.9K
Bridgeworth, LLC543$285.9K
Day & Ennis, LLC527$277.4K
Traverso Chambers Private Wealth Management, LLC450$236.9K
Landmark Financial Advisors, LLC422$222.2K
Ashburton (Jersey) Ltd367$185.0K
Nalls Sherbakoff Group, LLC130$68.4K
Strategic Investment Solutions, Inc.74$39.0K
DB Wealth Management Group, LLC44$23.3K