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
- 3,384
- +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
- 1,308 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,395 | $325.1B |
| Q1 2026 | 3,054 | $202.4B |
| Q4 2025 | 3,311 | $248.2B |
| Q3 2025 | 3,168 | $253.5B |
| Q2 2025 | 3,185 | $241.1B |
| Q1 2025 | 3,613 | $424.3B |
| Q4 2024 | 3,684 | $409.5B |
| Q3 2024 | 3,476 | $474.6B |
| Q2 2024 | 3,406 | $411.9B |
| Q1 2024 | 3,384 | $398.9B |
| Q4 2023 | 3,421 | $428.0B |
| Q3 2023 | 3,144 | $407.5B |
| Q2 2023 | 3,136 | $388.4B |
| Q1 2023 | 3,114 | $383.6B |
| Q4 2022 | 3,159 | $434.2B |
| Q3 2022 | 2,998 | $413.5B |
| Q2 2022 | 2,964 | $422.0B |
| Q1 2022 | 2,965 | $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, Q1 2024
Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MSH Capital Advisors LLC | 1,190 | $588.6K | 0.21% | 00.0% | Unchanged |
| Berry Wealth Group, LP | 1,190 | $588.9K | 0.49% | −139−10.5% | Reduced |
| Bullock Wealth Management Group | 1,208 | $591.5K | 0.40% | +1,208 | New |
| MTM Investment Management, LLC | 1,196 | $591.7K | 0.24% | +73+6.5% | Added |
| May Barnhard Investments LLC | 1,197 | $592.4K | 0.30% | +117+10.8% | Added |
| Dillon & Associates Inc | 1,197 | $593.0K | 0.09% | 00.0% | Unchanged |
| Sharp Financial Services, LLC | 1,200 | $593.7K | 0.55% | +1,200 | New |
| Traveka Wealth, LLC | 1,201 | $594.1K | 0.27% | +38+3.3% | Added |
| Waters Parkerson & Co., LLC | 1,205 | $596.0K | 0.03% | +86+7.7% | Added |
| Howland Capital Management LLC | 1,205 | $596.1K | 0.03% | −50−4.0% | Reduced |
| NavPoint Financial, Inc. | 1,205 | $596.2K | 0.52% | +4+0.3% | Added |
| Curbstone Financial Management Corp | 1,206 | $596.6K | 0.13% | −20−1.6% | Reduced |
| Everpar Advisors LLC | 1,207 | $597.1K | 0.36% | −785−39.4% | Reduced |
| Fernwood Investment Management, LLC | 1,207 | $597.1K | 0.17% | −70−5.5% | Reduced |
| First Bank & Trust | 1,208 | $597.6K | 0.12% | +128+11.9% | Added |
| Vermillion & White Wealth Management Group, LLC | 1,211 | $599.2K | 0.48% | +70+6.1% | Added |
| Penobscot Wealth Management | 1,213 | $600.0K | 0.38% | +14+1.2% | Added |
| Vigilare Wealth Management | 1,216 | $601.5K | 0.30% | −295−19.5% | Reduced |
| Parcion Private Wealth LLC | 1,223 | $605.0K | 0.05% | −72−5.6% | Reduced |
| Charles Schwab Trust Co | 1,227 | $607.0K | 0.06% | −1,545−55.7% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,229 | $608.0K | 0.10% | +14+1.2% | Added |
| Wealth Group, Ltd. | 1,232 | $609.0K | 0.46% | +1,232 | New |
| McGlone Suttner Wealth Management, Inc. | 1,232 | $609.2K | 0.11% | −13−1.0% | Reduced |
| KilterHowling LLC | 1,234 | $610.2K | 0.43% | +342+38.3% | Added |
| Hoxton Planning & Management, LLC | 1,234 | $610.5K | 0.29% | −81−6.2% | Reduced |
| Zuckerman Investment Group, LLC | 1,235 | $611.0K | 0.07% | +134+12.2% | Added |
| Grassi Investment Management | 1,235 | $611.0K | 0.06% | +350+39.5% | Added |
| MEMBERS Trust Co | 1,239 | $612.9K | 0.02% | +154+14.2% | Added |
| Midwest Financial Group LLC | 1,243 | $615.0K | 0.41% | −11−0.9% | Reduced |
| Dimension Capital Management LLC | 1,245 | $615.9K | 0.12% | +99+8.6% | Added |
| Invst, LLC | 1,258 | $615.9K | 0.07% | +17+1.4% | Added |
| Bordeaux Wealth Advisors LLC | 1,247 | $616.9K | 0.20% | −548−30.5% | Reduced |
| Winthrop Advisory Group LLC | 1,249 | $617.8K | 0.09% | −13−1.0% | Reduced |
| Kavar Capital Partners Group, LLC | 1,249 | $617.9K | 0.11% | −485−28.0% | Reduced |
| Avory & Company, LLC | 1,249 | $617.9K | 0.42% | −232−15.7% | Reduced |
| Holistic Financial Partners | 1,250 | $618.4K | 0.31% | −33−2.6% | Reduced |
| Summa Corp. | 1,250 | $618.4K | 0.34% | +300+31.6% | Added |
| Source Financial Advisors LLC | 1,250 | $618.4K | 0.19% | −229−15.5% | Reduced |
| Insight Advisors, LLC | 1,250 | $618.6K | 0.12% | −84−6.3% | Reduced |
| Boston Mountain Money Management Inc | 1,252 | $619.3K | 0.42% | +1,252 | New |
| Intrepid Financial Planning Group LLC | 1,253 | $619.9K | 0.27% | +5+0.4% | Added |
| Teamwork Financial Advisors, LLC | 1,253 | $620.0K | 0.10% | −219−14.9% | Reduced |
| Goldstein Advisors, LLC | 1,256 | $621.1K | 0.11% | +78+6.6% | Added |
| Cassia Capital Partners, LLC | 1,258 | $622.3K | 0.41% | +287+29.6% | Added |
| Prairiewood Capital, LLC | 1,261 | $623.8K | 0.29% | 00.0% | Unchanged |
| True North Advisors, LLC | 1,264 | $625.3K | 0.17% | +102+8.8% | Added |
| Modus Advisors, LLC | 1,264 | $625.4K | 0.23% | +41+3.4% | Added |
| Wealth Forward, LLC | 1,267 | $626.8K | 0.49% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 1,267 | $626.8K | 0.11% | +57+4.7% | Added |
| DDFG, Inc | 1,268 | $627.2K | 0.20% | 00.0% | Unchanged |
| BCK Partners, Inc. | 1,269 | $627.8K | 0.34% | +27+2.2% | Added |
| Ninepoint Partners LP | 1,271 | $628.8K | 0.08% | 00.0% | Unchanged |
| Thomasville National Bank | 1,276 | $631.2K | 0.05% | −16−1.2% | Reduced |
| High Net Worth Advisory Group LLC | 1,278 | $632.5K | 0.20% | +270+26.8% | Added |
| Donoghue Forlines LLC | 1,279 | $632.7K | 0.18% | +185+16.9% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,280 | $633.2K | 0.00% | −50−3.8% | Reduced |
| Smith Anglin Financial, LLC | 1,281 | $633.9K | 0.07% | +85+7.1% | Added |
| BluePath Capital Management, LLC | 1,282 | $634.2K | 0.49% | +254+24.7% | Added |
| Kanawha Capital Management LLC | 1,282 | $634.2K | 0.05% | −285−18.2% | Reduced |
| Hoylecohen, LLC | 1,283 | $634.6K | 0.05% | +2+0.2% | Added |
| Cypress Wealth Services, LLC | 1,283 | $634.6K | 0.15% | +56+4.6% | Added |
| Pathway Financial Advisors LLC | 1,286 | $636.2K | 0.17% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 1,287 | $636.8K | 0.02% | −414−24.3% | Reduced |
| Valley National Advisers Inc | 1,291 | $638.0K | 0.10% | −125−8.8% | Reduced |
| Fortress Wealth Group, LLC | 1,262 | $639.7K | 0.34% | −17−1.3% | Reduced |
| American State Bank (Iowa) | 1,294 | $640.1K | 0.43% | −438−25.3% | Reduced |
| Altiora Financial Group, LLC | 1,295 | $640.6K | 0.17% | 00.0% | Unchanged |
| Seeds Investor LLC | 1,298 | $642.2K | 0.59% | +202+18.4% | Added |
| Novak & Powell Financial Services, Inc. | 1,298 | $642.3K | 0.48% | +4+0.3% | Added |
| NFP Retirement, Inc. | 1,298 | $642.8K | 0.06% | +19+1.5% | Added |
| Braun-Bostich & Associates Inc. | 1,300 | $643.1K | 0.54% | −432−24.9% | Reduced |
| Raleigh Capital Management Inc. | 1,307 | $646.2K | 0.28% | +335+34.5% | Added |
| Kraft, Davis & Associates, LLC | 1,268 | $648.2K | 0.20% | +723+132.7% | Added |
| Good Life Advisors, LLC | 1,310 | $648.2K | 0.06% | −326−19.9% | Reduced |
| Eagle Wealth Strategies LLC | 1,329 | $650.8K | 0.53% | −39−2.9% | Reduced |
| Marquette Asset Management, LLC | 1,317 | $651.5K | 0.11% | −13−1.0% | Reduced |
| SRB Corp | 1,318 | $652.0K | 0.04% | +372+39.3% | Added |
| Lewis Asset Management, LLC | 1,319 | $652.3K | 0.54% | −308−18.9% | Reduced |
| Financial Management Professionals, Inc. | 1,320 | $653.0K | 0.10% | −21−1.6% | Reduced |
| GenTrust, LLC | 1,320 | $653.0K | 0.04% | +169+14.7% | Added |
| Congress Park Capital LLC | 1,325 | $655.5K | 0.29% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,328 | $656.9K | 0.41% | −100−7.0% | Reduced |
| First Western Trust Bank | 1,328 | $657.0K | 0.03% | −53−3.8% | Reduced |
| Heritage Financial Services, LLC | 1,332 | $658.9K | 0.10% | +6+0.5% | Added |
| Virtue Capital Management, LLC | 1,497 | $660.3K | 0.12% | – | – |
| Veracity Capital LLC | 1,335 | $660.4K | 0.26% | +20+1.5% | Added |
| K.J. Harrison & Partners Inc | 1,340 | $662.9K | 0.10% | −8,312−86.1% | Reduced |
| Emerald Advisers, LLC | 1,340 | $662.9K | 0.03% | −510−27.6% | Reduced |
| Worth Financial Advisory Group, LLC | 1,340 | $663.0K | 0.46% | +7+0.5% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 1,343 | $664.4K | 0.87% | −6−0.4% | Reduced |
| Infrastructure Capital Advisors, LLC | 1,344 | $664.9K | 0.09% | −2,678−66.6% | Reduced |
| Consolidated Portfolio Review Corp | 1,347 | $666.2K | 0.17% | −201−13.0% | Reduced |
| Williamson Legacy Group, LLC | 1,351 | $668.3K | 0.52% | +8+0.6% | Added |
| Brown, Lisle/Cummings, Inc. | 1,360 | $672.8K | 0.23% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 1,363 | $674.3K | 0.13% | +200+17.2% | Added |
| Stonebridge Financial Planning Group, LLC | 1,366 | $675.8K | 0.36% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 1,366 | $675.8K | 0.36% | +18+1.3% | Added |
| Thompson Siegel & Walmsley LLC | 1,367 | $676.0K | 0.01% | −6,855−83.4% | Reduced |
| Arlington Capital Management, Inc. | 1,367 | $676.3K | 0.56% | +34+2.6% | Added |
| Clough Capital Partners L P | 1,370 | $677.7K | 0.07% | +900+191.5% | Added |