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 |
|---|---|---|---|---|---|
| Whalen Wealth Management Inc. | 1,371 | $678.2K | 0.50% | 00.0% | Unchanged |
| Invesco, LLC | 1,371 | $678.3K | 0.29% | +268+24.3% | Added |
| Triad Wealth Partners, LLC | 1,372 | $678.7K | 0.52% | +1,372 | New |
| Arcus Capital Partners, LLC | 1,373 | $679.3K | 0.21% | +326+31.1% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 1,380 | $683.0K | 0.45% | +1,236+858.3% | Added |
| Charter Oak Capital Management, LLC | 1,382 | $683.6K | 0.07% | +294+27.0% | Added |
| Aspen Grove Capital, LLC | 1,382 | $684.3K | 0.19% | +153+12.4% | Added |
| VeraBank, N.A. | 1,388 | $686.6K | 0.21% | −15−1.1% | Reduced |
| Aire Advisors, LLC | 1,386 | $688.6K | 0.16% | +14+1.0% | Added |
| Carson Advisory Inc. | 1,393 | $689.2K | 0.48% | −11−0.8% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 1,400 | $692.6K | 0.09% | +1+0.1% | Added |
| Hemington Wealth Management | 1,400 | $693.0K | 0.25% | +259+22.7% | Added |
| Washington Capital Management Inc | 1,410 | $697.5K | 0.56% | −458−24.5% | Reduced |
| Evergreen Wealth Solutions, LLC | 1,414 | $699.6K | 0.52% | −322−18.5% | Reduced |
| Summit Place Financial Advisors, LLC | 1,415 | $700.0K | 0.41% | +51+3.7% | Added |
| Eudaimonia Advisors LLC | 1,426 | $705.4K | 0.38% | −157−9.9% | Reduced |
| Traynor Capital Management, Inc. | 1,426 | $705.5K | 0.07% | +180+14.4% | Added |
| Vivid Wealth Management, LLC | 1,427 | $705.8K | 0.44% | −37−2.5% | Reduced |
| Clear Creek Financial Management, LLC | 1,428 | $706.4K | 0.09% | +126+9.7% | Added |
| Copperwynd Financial, LLC | 1,429 | $707.1K | 0.25% | +246+20.8% | Added |
| Fiducient Advisors LLC | 1,432 | $708.5K | 0.14% | +18+1.3% | Added |
| Claris Advisors, LLC | 1,433 | $708.9K | 0.36% | +1+0.1% | Added |
| ODonnell Financial Services, LLC | 1,436 | $710.4K | 0.33% | 00.0% | Unchanged |
| WMS Partners, LLC | 1,436 | $710.4K | 0.05% | +149+11.6% | Added |
| Headlands Technologies LLC | 1,438 | $711.4K | 0.17% | +107+8.0% | Added |
| OmniStar Financial Group, Inc. | 1,438 | $711.7K | 0.65% | +1,438 | New |
| Ballast Advisors LLC | 1,439 | $711.9K | 0.24% | −10−0.7% | Reduced |
| General Partner, Inc. | 1,441 | $712.9K | 0.45% | +439+43.8% | Added |
| Bouchey Financial Group Ltd | 1,448 | $716.3K | 0.07% | +112+8.4% | Added |
| Washington Trust Co | 1,449 | $716.6K | 0.03% | −16−1.1% | Reduced |
| Summit Financial Strategies, Inc. | 1,450 | $717.3K | 0.10% | +670+85.9% | Added |
| XR Securities LLC | 1,451 | $717.8K | 0.21% | +346+31.3% | Added |
| Gibbs Wealth Management | 1,452 | $718.3K | 0.41% | +1,452 | New |
| Pointe Capital Management LLC | 1,457 | $720.8K | 0.45% | −81−5.3% | Reduced |
| Marotta Asset Management | 1,462 | $723.3K | 0.15% | −68−4.4% | Reduced |
| Gerber, LLC | 1,463 | $723.7K | 0.61% | 00.0% | Unchanged |
| Clifford Group, LLC | 1,467 | $725.8K | 0.60% | +100+7.3% | Added |
| Columbus Macro, LLC | 1,471 | $727.7K | 0.28% | −68−4.4% | Reduced |
| Latitude Advisors, LLC | 1,478 | $731.1K | 0.46% | +283+23.7% | Added |
| Ssi Investment Management LLC | 1,481 | $732.7K | 0.06% | −16−1.1% | Reduced |
| Sunflower Bank, N.A. | 1,485 | $734.6K | 0.17% | +7+0.5% | Added |
| Baron Wealth Management LLC | 1,490 | $737.1K | 0.39% | +36+2.5% | Added |
| Detalus Advisors, LLC | 1,495 | $739.6K | 0.26% | −98−6.2% | Reduced |
| WealthBridge Capital Management, LLC | 1,498 | $740.9K | 0.25% | −233−13.5% | Reduced |
| Sonata Capital Group Inc | 1,497 | $741.0K | 0.34% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,501 | $742.6K | 0.30% | +3+0.2% | Added |
| Copperleaf Capital, LLC | 1,502 | $743.0K | 0.64% | +97+6.9% | Added |
| AllSquare Wealth Management LLC | 1,502 | $743.0K | 0.44% | +150+11.1% | Added |
| BCJ Capital Management, LLC | 1,503 | $743.5K | 0.06% | +650+76.2% | Added |
| LWMG, LLC | 1,508 | $746.0K | 0.17% | −86−5.4% | Reduced |
| Coppell Advisory Solutions Corp. | 1,519 | $751.5K | 0.14% | +1,519 | New |
| Quantum Financial Advisors, LLC | 1,522 | $753.1K | 0.14% | −24−1.6% | Reduced |
| FFT Wealth Management LLC | 1,522 | $753.2K | 0.06% | +358+30.8% | Added |
| Interchange Capital Partners, LLC | 1,512 | $755.0K | 0.51% | +149+10.9% | Added |
| Tandem Investment Advisors, Inc. | 1,531 | $757.0K | 0.03% | −36−2.3% | Reduced |
| Oxinas Partners Wealth Management LLC | 1,530 | $757.0K | 0.49% | −129−7.8% | Reduced |
| Johnson & White Wealth Management, LLC | 1,532 | $758.0K | 0.55% | +71+4.9% | Added |
| TCM Advisors, LLC | – | $758.4K | 0.60% | – | – |
| Verum Partners LLC | 1,538 | $760.9K | 0.27% | −17−1.1% | Reduced |
| GW Henssler & Associates Ltd | 1,539 | $761.3K | 0.04% | −3−0.2% | Reduced |
| HF Advisory Group, LLC | 1,540 | $761.9K | 0.43% | +251+19.5% | Added |
| Proffitt & Goodson Inc | 1,545 | $764.3K | 0.14% | −9−0.6% | Reduced |
| RFP Financial Group LLC | 1,545 | $764.5K | 0.30% | −357−18.8% | Reduced |
| Park Edge Advisors, LLC | 1,551 | $767.3K | 0.21% | +986+174.5% | Added |
| White Pine Capital LLC | 1,590 | $769.1K | 0.29% | +46+3.0% | Added |
| La Financiere de L'Echiquier | 1,556 | $769.8K | 0.03% | +166+11.9% | Added |
| Clarus Group, Inc. | 1,560 | $771.8K | 0.54% | +67+4.5% | Added |
| Full Sail Capital, LLC | 1,561 | $772.2K | 0.05% | −64−3.9% | Reduced |
| Angeles Investment Advisors, LLC | 1,562 | $772.7K | 0.04% | +206+15.2% | Added |
| MQS Management LLC | 1,568 | $775.7K | 0.44% | −7−0.4% | Reduced |
| Bowman & Co S.C. | 1,562 | $776.1K | 0.47% | +15+1.0% | Added |
| Stephenson National Bank & Trust | 1,569 | $776.2K | 0.27% | −140−8.2% | Reduced |
| Ignite Planners, LLC | 1,586 | $776.4K | 0.22% | −267−14.4% | Reduced |
| SFMG, LLC | 1,571 | $777.0K | 0.07% | +107+7.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,571 | $777.0K | 0.28% | +585+59.3% | Added |
| Navellier & Associates Inc | 1,573 | $778.3K | 0.10% | −778−33.1% | Reduced |
| Collective Family Office LLC | 1,577 | $780.1K | 0.25% | +65+4.3% | Added |
| City State Bank | 1,580 | $782.0K | 0.35% | +10+0.6% | Added |
| Salomon & Ludwin, LLC | 1,598 | $786.6K | 0.07% | +164+11.4% | Added |
| Farmers Trust Co | 1,593 | $788.1K | 0.16% | −5,255−76.7% | Reduced |
| Jacobsen Capital Management | 1,593 | $788.1K | 0.37% | −19−1.2% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 1,600 | $792.0K | 0.40% | −3,500−68.6% | Reduced |
| TBH Global Asset Management, LLC | 1,601 | $792.3K | 0.16% | +13+0.8% | Added |
| Smart Portfolios, LLC | 1,602 | $792.5K | 0.84% | +40+2.6% | Added |
| Fort Point Capital Partners LLC | 1,607 | $795.0K | 0.11% | −5−0.3% | Reduced |
| Webster Bank, N. A. | 1,610 | $796.5K | 0.09% | +423+35.6% | Added |
| Cape Investment Advisory, Inc. | 1,613 | $797.9K | 0.37% | −12−0.7% | Reduced |
| Delta Financial Group, Inc. | 1,612 | $798.0K | 0.23% | +16+1.0% | Added |
| Baker Avenue Asset Management, LP | 1,615 | $798.8K | 0.03% | −2,750−63.0% | Reduced |
| Fortitude Advisory Group L.L.C. | 1,619 | $800.9K | 0.45% | −234−12.6% | Reduced |
| Principal Street Partners, LLC | 1,568 | $801.0K | 0.15% | +144+10.1% | Added |
| Machina Capital S.A.S. | 1,621 | $801.9K | 0.42% | +83+5.4% | Added |
| First National Bank Sioux Falls | 1,625 | $803.9K | 0.44% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,627 | $804.8K | 0.33% | −135−7.7% | Reduced |
| Heron Bay Capital Management | 1,629 | $805.9K | 0.17% | −8−0.5% | Reduced |
| FSB Premier Wealth Management, Inc. | 1,628 | $806.0K | 0.38% | +23+1.4% | Added |
| S. R. Schill & Associates | 1,631 | $806.7K | 0.35% | −1,537−48.5% | Reduced |
| Seven Mile Advisory | 1,636 | $809.3K | 0.61% | −22−1.3% | Reduced |
| EdgeRock Capital LLC | 1,643 | $812.5K | 0.65% | +73+4.6% | Added |
| Callan Family Office, LLC | 1,644 | $813.3K | 0.19% | +737+81.3% | Added |