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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.

13F holders, Q1 2024

Institutional positions in UnitedHealth Group Inc as of Mar 31, 2024. 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
3,385
+16 vs. Q4 2023
Shares held
807.2M
−3.17M (−0.4%) vs. Q4 2023
Total value
$398.9B
−$27.6B (−6.5%) vs. Q4 2023
New holders
185
1,545 more added
Sold out
169
1,309 more reduced

53 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2024: 3,385 institutions
Q1 2021: 2,516 institutionsQ2 2021: 2,592 institutionsQ3 2021: 2,573 institutionsQ4 2021: 2,909 institutionsQ1 2022: 2,966 institutionsQ2 2022: 2,965 institutionsQ3 2022: 2,999 institutionsQ4 2022: 3,160 institutionsQ1 2023: 3,115 institutionsQ2 2023: 3,137 institutionsQ3 2023: 3,145 institutionsQ4 2023: 3,422 institutionsQ1 2024: 3,385 institutionsQ2 2024: 3,407 institutionsQ3 2024: 3,477 institutionsQ4 2024: 3,685 institutionsQ1 2025: 3,614 institutionsQ2 2025: 3,186 institutionsQ3 2025: 3,169 institutionsQ4 2025: 3,312 institutionsQ1 2026: 3,055 institutionsQ2 2026: 3,395 institutions
Value heldQ1 2024: $398.9B
Q1 2021: $307.3BQ2 2021: $330.1BQ3 2021: $321.7BQ4 2021: $413.9BQ1 2022: $418.3BQ2 2022: $422.0BQ3 2022: $413.5BQ4 2022: $434.2BQ1 2023: $383.6BQ2 2023: $388.4BQ3 2023: $407.5BQ4 2023: $428.0BQ1 2024: $398.9BQ2 2024: $411.9BQ3 2024: $474.6BQ4 2024: $409.5BQ1 2025: $424.3BQ2 2025: $241.1BQ3 2025: $253.5BQ4 2025: $248.2BQ1 2026: $202.4BQ2 2026: $325.1B
Institutions holding UNH and their total value by quarter
QuarterHoldersValue
Q2 20263,395$325.1B
Q1 20263,055$202.4B
Q4 20253,312$248.2B
Q3 20253,169$253.5B
Q2 20253,186$241.1B
Q1 20253,614$424.3B
Q4 20243,685$409.5B
Q3 20243,477$474.6B
Q2 20243,407$411.9B
Q1 20243,385$398.9B
Q4 20233,422$428.0B
Q3 20233,145$407.5B
Q2 20233,137$388.4B
Q1 20233,115$383.6B
Q4 20223,160$434.2B
Q3 20222,999$413.5B
Q2 20222,965$422.0B
Q1 20222,966$418.3B
Q4 20212,909$413.9B
Q3 20212,573$321.7B
Q2 20212,592$330.1B
Q1 20212,516$307.3B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q4 2023.

Institutions holding UNH in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Global Assets Advisory, LLC570,990$1.17K0.05%+570,990New
Impact Partnership Wealth, LLC3$1.48K0.00%−17−85.0%Reduced
NewSquare Capital LLC3$1.48K0.00%00.0%Unchanged
Breakwater Investment Management3$1.49K0.00%+3New
Abich Financial Wealth Management LLC6$2.97K0.00%−2−25.0%Reduced
Sanctuary Wealth Management, L.L.C.6$2.97K0.00%00.0%Unchanged
POM Investment Strategies, LLC6$2.97K0.00%00.0%Unchanged
HBC Financial Services, PLLC8$3.00K0.00%00.0%Unchanged
Macroview Investment Management LLC7$3.57K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC8$3.96K0.00%−22−73.3%Reduced
Gold Investment Management Ltd.8$3.96K0.00%+5+166.7%Added
Tributary Capital Management, LLC9$4.45K0.00%+9New
Dixon Mitchell Investment Counsel Inc.9$4.45K0.00%+9New
Bradley & Co. Private Wealth Management, LLC10$4.95K0.00%00.0%Unchanged
VitalStone Financial, LLC10$5.00K0.00%−39−79.6%Reduced
FPC Investment Advisory, Inc.11$5.36K0.01%+11New
PayPay Securities Corp12$5.94K0.30%+1+9.1%Added
Cedar Wealth Management, LLC12$5.94K0.00%+6+100.0%Added
C M Bidwell & Associates Ltd16$7.92K0.01%−367−95.8%Reduced
Longfellow Investment Management Co LLC16$7.92K0.00%00.0%Unchanged
Kathleen S. Wright Associates Inc.17$8.41K0.00%00.0%Unchanged
Christopher J. Hasenberg, Inc17$8.41K0.00%+17New
Goodman Advisory Group, LLC18$8.90K0.00%00.0%Unchanged
Stephens Consulting, LLC20$9.89K0.00%00.0%Unchanged
4Thought Financial Group Inc.20$9.89K0.01%00.0%Unchanged
Global Wealth Strategies & Associates21$10.4K0.00%00.0%Unchanged
Distillate Capital Partners LLC23$11.4K1.91%00.0%Unchanged
Wormser Freres Gestion25$11.8K0.01%−7−21.9%Reduced
Morgan Dempsey Capital Management LLC24$11.9K0.00%00.0%Unchanged
Frank, Rimerman Advisors LLC24$11.9K0.00%00.0%Unchanged
Spire Wealth Management24$11.9K0.00%+2+9.1%Added
Chesapeake Asset Management LLC24$12.1K0.01%−104−81.3%Reduced
Emfo, LLC25$12.4K0.01%00.0%Unchanged
Advantage Trust Co25$12.4K0.01%00.0%Unchanged
JDM Financial Group LLC26$12.9K0.01%00.0%Unchanged
Rocky Mountain Advisers, LLC28$13.9K0.00%+10+55.6%Added
Quarry LP28$13.9K0.01%+25+833.3%Added
TruNorth Capital Management, LLC32$15.8K0.01%+32New
Insight Financial Services33$16.7K0.01%00.0%Unchanged
Highline Wealth Partners LLC36$17.8K0.01%00.0%Unchanged
Robbins Farley LLC40$19.8K0.01%−10−20.0%Reduced
Tacita Capital Inc42$20.8K0.01%−16−27.6%Reduced
MidAtlantic Capital Management, Inc.45$22.3K0.02%00.0%Unchanged
NCP Inc.46$22.4K0.02%+46New
Lummis Asset Management, LP46$22.8K0.03%00.0%Unchanged
Signature Resources Capital Management, LLC45$23.7K0.02%00.0%Unchanged
Westend Capital Management, LLC48$23.7K0.01%+48New
Pacifica Partners Inc.49$23.8K0.01%00.0%Unchanged
True Wealth Design, LLC50$24.7K0.01%−8−13.8%Reduced
Chelsea Counsel Co50$24.7K0.01%00.0%Unchanged
Pflug Koory, LLC52$25.7K0.01%00.0%Unchanged
CGC Financial Services, LLC55$27.2K0.01%00.0%Unchanged
Knott David M Jr57$28.0K0.01%00.0%Unchanged
DecisionPoint Financial, LLC57$28.2K0.01%00.0%Unchanged
Tfo-TDC, LLC59$29.2K0.01%−6−9.2%Reduced
REAP Financial Group, LLC59$29.2K0.01%+9+18.0%Added
Cranbrook Wealth Management, LLC60$29.7K0.01%00.0%Unchanged
Delos Wealth Advisors, LLC60$29.7K0.03%+53+757.1%Added
Stuart Chaussee & Associates, Inc.61$30.2K0.01%−37−37.8%Reduced
O'Brien Wealth Partners LLC64$31.7K0.01%−14−17.9%Reduced
Foster Dykema Cabot & Partners, LLC64$31.7K0.00%+43+204.8%Added
Syntax Research, Inc.67$33.1K0.03%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.71$35.3K0.02%00.0%Unchanged
Main Street Group, LTD72$35.5K0.02%+51+242.9%Added
Red Tortoise LLC74$36.4K0.02%+23+45.1%Added
Sofos Investments, Inc.72$36.7K0.00%+48+200.0%Added
Transcendent Capital Group LLC76$37.6K0.02%00.0%Unchanged
Ruedi Wealth Management, Inc.76$37.8K0.02%+28+58.3%Added
Evolution Advisers, Inc.75$38.0K0.02%−1−1.3%Reduced
Tucker Asset Management LLC80$39.6K0.01%−4−4.8%Reduced
Providence Capital Advisors, LLC81$40.1K0.01%00.0%Unchanged
Cedar Mountain Advisors, LLC83$41.1K0.01%00.0%Unchanged
Bromfield Sneider Wealth Advisors83$41.1K0.03%00.0%Unchanged
Capula Management Ltd83$41.1K0.00%+83New
Godsey & Gibb Associates86$42.5K0.00%+61+244.0%Added
Kelly Financial Services LLC87$42.9K0.02%+6+7.4%Added
Investors Research Corp89$44.0K0.01%00.0%Unchanged
Clear Investment Research, LLC90$44.6K0.06%−11−10.9%Reduced
PFG Private Wealth Management, LLC91$45.0K0.03%00.0%Unchanged
FWL Investment Management, LLC92$45.5K0.03%−40−30.3%Reduced
Glass Jacobson Investment Advisors llc94$46.5K0.02%−48−33.8%Reduced
Evergreen Private Wealth LLC100$49.5K0.02%00.0%Unchanged
Koesten, Hirschmann & Crabtree, INC.100$49.5K0.03%+100New
Solstein Capital, LLC104$51.4K0.04%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc104$51.4K0.01%+4+4.0%Added
Carmichael Hill & Associates, Inc.106$52.4K0.02%−80−43.0%Reduced
Horizons Wealth Management100$52.9K0.03%00.0%Unchanged
Lowe Wealth Advisors, LLC112$55.6K0.03%00.0%Unchanged
Redmont Wealth Advisors LLC115$56.9K0.08%+115New
Mma Asset Management LLC117$57.8K0.03%+117New
Financial Synergies Wealth Advisors, Inc.117$57.9K0.01%00.0%Unchanged
Ogorek Anthony Joseph121$59.0K0.02%00.0%Unchanged
Annapolis Financial Services, LLC120$59.4K0.02%+44+57.9%Added
Bellevue Asset Management, LLC122$60.4K0.03%00.0%Unchanged
Tanglewood Legacy Advisors, LLC122$60.4K0.03%00.0%Unchanged
DHJJ Financial Advisors, Ltd.125$61.7K0.03%00.0%Unchanged
West Oak Capital, LLC125$62.0K0.03%00.0%Unchanged
JTC Employer Solutions Trusteee Ltd126$62.0K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.127$62.8K0.01%−11−8.0%Reduced
Norwood Financial Corp128$63.3K0.09%−4−3.0%Reduced