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 |
|---|---|---|---|---|---|
| Sather Financial Group Inc | 1,646 | $814.3K | 0.06% | +26+1.6% | Added |
| Summit Wealth Partners, LLC | 1,648 | $815.3K | 0.17% | −6−0.4% | Reduced |
| First American Trust, FSB | 1,650 | $816.2K | 0.09% | −249−13.1% | Reduced |
| Proathlete Wealth Management LLC | 1,651 | $816.5K | 0.43% | −23−1.4% | Reduced |
| Mill Creek Capital Advisors, LLC | 1,651 | $816.8K | 0.02% | −155−8.6% | Reduced |
| Sonoma Private Wealth LLC | 1,653 | $817.7K | 1.32% | +116+7.5% | Added |
| Onyx Bridge Wealth Group LLC | 1,651 | $817.7K | 0.15% | −185−10.1% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 1,655 | $818.7K | 0.15% | −7,170−81.2% | Reduced |
| Chapin Davis, Inc. | 1,656 | $819.4K | 0.30% | +10+0.6% | Added |
| Ausdal Financial Partners, Inc. | 1,660 | $821.2K | 0.10% | −30−1.8% | Reduced |
| Gries Financial LLC | 1,661 | $821.7K | 0.14% | +1,661 | New |
| Camden National Bank | 1,661 | $821.7K | 0.15% | −23−1.4% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 1,664 | $823.2K | 0.10% | −13−0.8% | Reduced |
| Texas Capital Bancshares Inc | 1,671 | $826.6K | 0.37% | −24−1.4% | Reduced |
| Gould Asset Management LLC | 1,673 | $827.6K | 0.20% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 1,677 | $829.6K | 0.14% | −890−34.7% | Reduced |
| Tompkins Financial Corp | 1,678 | $830.1K | 0.09% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,678 | $830.1K | 0.22% | +29+1.8% | Added |
| 1st Source Bank | 1,681 | $831.6K | 0.05% | +30+1.8% | Added |
| Atlas Brown,Inc. | 1,682 | $832.0K | 0.30% | +24+1.4% | Added |
| Advisor Resource Council | 1,584 | $834.2K | 0.35% | −2,975−65.3% | Reduced |
| Archer Investment Corp | 1,690 | $836.2K | 0.25% | −903−34.8% | Reduced |
| Zimmermann Investment Management & Planning LLC | 1,692 | $837.1K | 0.30% | +6+0.4% | Added |
| Capital Advisors, Ltd. LLC | 1,697 | $840.0K | 0.11% | −25−1.5% | Reduced |
| Bridgefront Capital, LLC | 1,704 | $843.0K | 0.64% | +1,704 | New |
| New Republic Capital, LLC | 1,707 | $844.4K | 0.54% | −30−1.7% | Reduced |
| MV Capital Management, Inc. | 1,707 | $844.5K | 0.10% | −44−2.5% | Reduced |
| Oak Harbor Wealth Partners, LLC | 1,708 | $845.1K | 0.26% | +32+1.9% | Added |
| First Affirmative Financial Network | 1,710 | $846.0K | 0.62% | +64+3.9% | Added |
| Presidio Capital Management, LLC | 1,716 | $848.9K | 0.62% | −157−8.4% | Reduced |
| FLC Capital Advisors | 1,716 | $848.9K | 0.21% | −144−7.7% | Reduced |
| Paladin Advisory Group, LLC | 1,735 | $849.6K | 0.67% | −86−4.7% | Reduced |
| LRI Investments, LLC | 1,719 | $850.4K | 0.21% | +1,719 | New |
| Next Level Private LLC | 1,726 | $853.9K | 0.39% | +1,726 | New |
| Iams Wealth Management, LLC | 1,723 | $858.5K | 0.52% | +128+8.0% | Added |
| Correct Capital Wealth Management | 1,736 | $858.8K | 0.20% | +264+17.9% | Added |
| Jeppson Wealth Management, LLC | 1,738 | $859.9K | 0.33% | −5−0.3% | Reduced |
| Diamant Asset Management, Inc. | 1,740 | $860.8K | 0.60% | +1,093+168.9% | Added |
| FRG Family Wealth Advisors LLC | 1,787 | $864.4K | 0.17% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 1,748 | $864.7K | 0.41% | +13+0.7% | Added |
| First Commonwealth Financial Corp | 1,751 | $866.2K | 0.23% | −12−0.7% | Reduced |
| Arlington Trust Co LLC | 1,753 | $867.2K | 0.22% | −102−5.5% | Reduced |
| Broadwater Capital Management LLC | 1,754 | $867.7K | 0.67% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 1,754 | $867.9K | 0.16% | −15−0.8% | Reduced |
| Silver Oak Securities, Inc | 1,760 | $870.8K | 0.13% | −576−24.7% | Reduced |
| Centerpoint Advisors, LLC | 1,766 | $874.0K | 0.33% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 1,769 | $875.0K | 0.60% | −3−0.2% | Reduced |
| Argus Investors' Counsel, Inc. | 1,770 | $875.8K | 0.54% | +108+6.5% | Added |
| Legacy Edge Advisors, LLC | 1,771 | $876.1K | 0.18% | +5+0.3% | Added |
| Wealth Group Ltd | 1,709 | $876.4K | 0.27% | −12−0.7% | Reduced |
| Wealthstream Advisors, Inc. | 1,775 | $878.2K | 0.33% | −500−22.0% | Reduced |
| Abacus Planning Group, Inc. | 1,778 | $879.6K | 0.17% | −221−11.1% | Reduced |
| W.H. Cornerstone Investments Inc. | 1,778 | $880.0K | 0.63% | +174+10.8% | Added |
| Thrive Wealth Management, LLC | 1,781 | $881.2K | 0.18% | +181+11.3% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,858 | $881.3K | 0.35% | +54+3.0% | Added |
| Parnassus Investments | 1,783 | $882.0K | 0.00% | +239+15.5% | Added |
| Secure Asset Management, LLC | 1,784 | $882.5K | 0.21% | −634−26.2% | Reduced |
| Capital Management Associates | 1,800 | $890.5K | 1.06% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 1,802 | $891.6K | 0.22% | +1,305+262.6% | Added |
| Eagle Strategies LLC | 1,810 | $895.3K | 0.20% | −306−14.5% | Reduced |
| Resolute Wealth Strategies, LLC | 1,811 | $895.8K | 0.54% | +1+0.1% | Added |
| PBMares Wealth Management LLC | 1,811 | $895.8K | 0.23% | −340−15.8% | Reduced |
| Vicus Capital | 1,813 | $896.7K | 0.08% | +1,334+278.5% | Added |
| Aspire Private Capital, LLC | 1,813 | $896.7K | 0.24% | +187+11.5% | Added |
| JJJ Advisors Inc. | 1,814 | $897.4K | 0.19% | +82+4.7% | Added |
| Mosaic Family Wealth Partners, LLC | 1,814 | $897.4K | 0.15% | −377−17.2% | Reduced |
| Heritage Wealth Partners, LLC | 1,710 | $900.0K | 1.84% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 1,841 | $901.6K | 0.26% | −41−2.2% | Reduced |
| TCI Wealth Advisors, Inc. | 1,823 | $901.8K | 0.09% | +104+6.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,829 | $904.8K | 0.00% | 00.0% | Unchanged |
| Altrafin AG | 1,835 | $907.8K | 0.33% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 1,835 | $908.0K | 0.74% | +1+0.1% | Added |
| Asset Management Group, Inc. | 1,838 | $909.0K | 0.17% | +11+0.6% | Added |
| RiverGlades Family Offices LLC | 1,800 | $912.7K | 0.73% | +400+28.6% | Added |
| Inspire Advisors, LLC | 1,854 | $917.4K | 0.13% | −13−0.7% | Reduced |
| 1776 Wealth LLC | 1,868 | $917.7K | 0.45% | +2+0.1% | Added |
| Semus Wealth Partners LLC | 1,857 | $918.8K | 0.77% | −36−1.9% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 1,860 | $920.1K | 0.64% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 1,864 | $922.0K | 0.83% | +1,864 | New |
| Cornerstone Wealth Management, LLC | 1,866 | $923.0K | 0.07% | +10+0.5% | Added |
| Campion Asset Management LLC | 1,867 | $923.6K | 0.71% | +7+0.4% | Added |
| IVC Wealth Advisors LLC | 1,868 | $924.0K | 0.53% | −92−4.7% | Reduced |
| Kingdom Financial Group LLC. | 1,872 | $925.9K | 0.65% | −346−15.6% | Reduced |
| Financial Security Advisor, Inc. | 1,873 | $926.4K | 0.32% | +152+8.8% | Added |
| Laidlaw Wealth Management LLC | 1,873 | $926.6K | 0.52% | −4,902−72.4% | Reduced |
| Hoey Investments, Inc | 1,880 | $930.0K | 0.21% | −922−32.9% | Reduced |
| First Pacific Financial | 1,883 | $931.4K | 0.26% | +102+5.7% | Added |
| Sound Income Strategies, LLC | 1,891 | $935.3K | 0.07% | +448+31.0% | Added |
| Patrick M Sweeney & Associates, Inc | 1,898 | $938.8K | 0.77% | −50−2.6% | Reduced |
| Simplify Asset Management Inc. | 1,900 | $939.9K | 0.09% | −1,611−45.9% | Reduced |
| My Personal CFO, LLC | 1,901 | $940.4K | 0.54% | −64−3.3% | Reduced |
| Chicago Capital, LLC | 1,922 | $950.8K | 0.03% | −1,952−50.4% | Reduced |
| Asset Advisors Investment Management, LLC | 1,922 | $950.8K | 0.11% | −451−19.0% | Reduced |
| Private Portfolio Partners LLC | 1,922 | $951.0K | 0.20% | +245+14.6% | Added |
| Lombard Odier Asset Management (USA) Corp | 1,936 | $957.7K | 0.14% | +1,936 | New |
| Valtinson Bruner Financial Planning LLC | 1,937 | $958.1K | 0.41% | −88−4.3% | Reduced |
| WealthTrust Axiom LLC | 1,939 | $959.2K | 0.31% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 1,939 | $959.2K | 0.17% | +563+40.9% | Added |
| Founders Capital Management, LLC | 1,939 | $959.3K | 0.18% | +208+12.0% | Added |
| McLean Asset Management Corp | 2,088 | $959.7K | 0.33% | +17+0.8% | Added |