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 |
|---|---|---|---|---|---|
| Quantum Private Wealth, LLC | 1,940 | $959.7K | 0.36% | −174−8.2% | Reduced |
| Chickasaw Capital Management LLC | 1,943 | $961.0K | 0.05% | +305+18.6% | Added |
| Aspen Wealth Strategies, LLC | 1,948 | $963.5K | 0.67% | +113+6.2% | Added |
| Patron Partners Advisors, LLC | 1,957 | $968.1K | 0.59% | −52−2.6% | Reduced |
| Darden Wealth Group Inc | 1,965 | $972.1K | 0.76% | −100−4.8% | Reduced |
| SRS Capital Advisors, Inc. | 1,966 | $972.5K | 0.10% | −253−11.4% | Reduced |
| Alpha Family Trust | 1,970 | $974.6K | 0.59% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 1,970 | $974.6K | 0.51% | +221+12.6% | Added |
| Profit Investment Management, LLC | 1,974 | $976.5K | 0.55% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,974 | $976.6K | 0.17% | −32−1.6% | Reduced |
| Westside Investment Management, Inc. | 1,983 | $981.0K | 0.24% | −321−13.9% | Reduced |
| Unique Wealth Strategies, LLC | 1,989 | $984.0K | 0.48% | +227+12.9% | Added |
| Independent Solutions Wealth Management, LLC | 1,991 | $984.9K | 0.23% | +191+10.6% | Added |
| Prosperity Financial Group, Inc. | 1,992 | $985.6K | 0.61% | +121+6.5% | Added |
| First Financial Corp | 1,996 | $987.4K | 0.50% | −436−17.9% | Reduced |
| Monetta Financial Services Inc | 2,000 | $989.4K | 0.89% | −2,000−50.0% | Reduced |
| Parkside Investments, LLC | 2,000 | $989.4K | 0.16% | −397−16.6% | Reduced |
| Epiq Partners, LLC | 2,000 | $989.4K | 0.66% | 00.0% | Unchanged |
| Taikang Asset Management (Hong Kong) Co Ltd | 2,000 | $989.4K | 0.21% | +2,000 | New |
| Western Financial Corp | 2,005 | $991.7K | 0.61% | −539−21.2% | Reduced |
| Cypress Capital, LLC | 2,007 | $992.9K | 0.27% | −150−7.0% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 2,014 | $996.3K | 0.35% | +6+0.3% | Added |
| Evergreen Wealth Management, LLC | 2,032 | $1.00M | 0.68% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 2,033 | $1.01M | 0.28% | +81+4.1% | Added |
| Texas Yale Capital Corp. | 2,043 | $1.01M | 0.04% | −50−2.4% | Reduced |
| Meitav Dash Investments Ltd | 2,044 | $1.01M | 0.02% | +1,591+351.2% | Added |
| Clean Yield Group | 2,045 | $1.01M | 0.39% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 2,045 | $1.01M | 0.09% | +348+20.5% | Added |
| Cynosure Management, LLC | 2,048 | $1.01M | 0.18% | −5,475−72.8% | Reduced |
| Pinnacle Bancorp, Inc. | 2,051 | $1.01M | 0.30% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2,052 | $1.02M | 0.12% | +2,052 | New |
| Quest Partners LLC | 2,053 | $1.02M | 0.18% | +784+61.8% | Added |
| Invenio Wealth Partners LLC | 2,055 | $1.02M | 0.55% | −342−14.3% | Reduced |
| Berkeley Capital Partners, LLC | 2,060 | $1.02M | 0.31% | +72+3.6% | Added |
| Bard Financial Services, Inc. | 2,060 | $1.02M | 0.11% | −25−1.2% | Reduced |
| Saxon Interests, Inc. | 2,091 | $1.03M | 0.49% | +243+13.1% | Added |
| Peak Asset Management, LLC | 2,091 | $1.03M | 0.20% | −65−3.0% | Reduced |
| Argent Advisors, Inc. | 2,093 | $1.04M | 0.41% | +193+10.2% | Added |
| LVW Advisors, LLC | 2,095 | $1.04M | 0.18% | +75+3.7% | Added |
| Savoie Capital LLC | 2,100 | $1.04M | 0.15% | +2,100 | New |
| Wallace Capital Management Inc. | 2,100 | $1.04M | 0.14% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 2,100 | $1.04M | 0.44% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 2,100 | $1.04M | 0.24% | +2,100 | New |
| Convergence Investment Partners, LLC | 2,102 | $1.04M | 0.40% | −419−16.6% | Reduced |
| Monument Capital Management | 2,106 | $1.04M | 0.30% | −807−27.7% | Reduced |
| Trust Co of the South | 2,108 | $1.04M | 0.24% | −1,243−37.1% | Reduced |
| AA Financial Advisors, LLC | 2,108 | $1.04M | 0.42% | +2,108 | New |
| Davies Financial Advisors, Inc. | 2,113 | $1.05M | 1.07% | +2,113 | New |
| Aveo Capital Partners, LLC | 2,127 | $1.05M | 0.11% | −37−1.7% | Reduced |
| American Money Management, LLC | 2,118 | $1.05M | 0.22% | −3−0.1% | Reduced |
| HCR Wealth Advisors | 2,120 | $1.05M | 0.16% | +11+0.5% | Added |
| Sovereign Financial Group, Inc. | 2,126 | $1.05M | 0.28% | +48+2.3% | Added |
| Beck Mack & Oliver LLC | 2,127 | $1.05M | 0.02% | +416+24.3% | Added |
| Atlanta Consulting Group Advisors, LLC | 2,132 | $1.05M | 0.36% | +2,132 | New |
| Buttonwood Financial Advisors Inc. | 2,132 | $1.05M | 0.50% | −87−3.9% | Reduced |
| ABLE Financial Group, LLC | 2,135 | $1.06M | 0.41% | −53−2.4% | Reduced |
| Maven Securities LTD | 2,135 | $1.06M | 0.06% | +1,167+120.6% | Added |
| 626 Financial, LLC | 2,136 | $1.06M | 0.64% | +10.0% | Added |
| Pennsylvania Capital Management Inc | 2,141 | $1.06M | 0.44% | −652−23.3% | Reduced |
| Cookson Peirce & Co Inc | 2,143 | $1.06M | 0.06% | −24,763−92.0% | Reduced |
| Epic Trust Investment Advisors, LLC | 2,147 | $1.06M | 1.31% | +77+3.7% | Added |
| SMART Wealth LLC | 2,148 | $1.06M | 0.48% | +196+10.0% | Added |
| Professional Financial Advisors, LLC | 2,150 | $1.06M | 0.30% | +96+4.7% | Added |
| CBOE Vest Financial, LLC | 2,153 | $1.06M | 0.03% | +2,153 | New |
| Summit X, LLC | 2,150 | $1.07M | 0.27% | −96−4.3% | Reduced |
| Richard W. Paul & Associates, LLC | 2,160 | $1.07M | 0.43% | +103+5.0% | Added |
| Consolidated Planning Corp | 2,162 | $1.07M | 0.18% | −12,917−85.7% | Reduced |
| Five Oceans Advisors | 2,164 | $1.07M | 0.55% | −16−0.7% | Reduced |
| Childress Capital Advisors, LLC | 2,168 | $1.07M | 0.31% | −440−16.9% | Reduced |
| Smith, Moore & Co. | 2,168 | $1.07M | 0.11% | −29−1.3% | Reduced |
| Opinicus Capital, Inc. | 2,168 | $1.07M | 0.95% | −35−1.6% | Reduced |
| Vista Investment Partners LLC | 2,169 | $1.07M | 0.37% | −6,418−74.7% | Reduced |
| North Ridge Wealth Advisors, Inc. | 2,169 | $1.07M | 0.83% | −105−4.6% | Reduced |
| JSF Financial, LLC | 2,171 | $1.07M | 0.34% | +400+22.6% | Added |
| Financial Insights, Inc. | 2,172 | $1.07M | 0.30% | −566−20.7% | Reduced |
| STAR Financial Bank | 2,175 | $1.08M | 0.92% | +15+0.7% | Added |
| Covenant Partners, LLC | 2,178 | $1.08M | 0.31% | −547−20.1% | Reduced |
| Angeles Wealth Management, LLC | 2,180 | $1.08M | 0.11% | +537+32.7% | Added |
| WD Rutherford LLC | 2,185 | $1.08M | 0.56% | −30−1.4% | Reduced |
| BTG Pactual Global Asset Management Ltd | 2,064 | $1.08M | 0.35% | +2,064 | New |
| Sutton Place Investors LLC | 2,188 | $1.08M | 0.54% | +168+8.3% | Added |
| Edentree Asset Management Ltd | 2,192 | $1.08M | 0.34% | −250−10.2% | Reduced |
| Nordwand Advisors, LLC | 2,197 | $1.09M | 0.42% | −4,201−65.7% | Reduced |
| Northwest Bancshares, Inc. | 2,202 | $1.09M | 0.17% | +414+23.2% | Added |
| Northeast Investment Management | 2,205 | $1.09M | 0.05% | −425−16.2% | Reduced |
| Weinberger Asset Management, Inc | 2,208 | $1.09M | 0.53% | −165−7.0% | Reduced |
| Meadow Creek Wealth Advisors LLC | 2,214 | $1.10M | 0.76% | +460+26.2% | Added |
| Ethos Financial Group, LLC | 2,216 | $1.10M | 0.21% | +319+16.8% | Added |
| Prudent Man Advisors, LLC | 2,217 | $1.10M | 0.41% | −97−4.2% | Reduced |
| TRUE Private Wealth Advisors | 2,224 | $1.10M | 0.13% | +133+6.4% | Added |
| Total Clarity Wealth Management, Inc. | 2,228 | $1.10M | 0.38% | −247−10.0% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 2,232 | $1.10M | 1.81% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 2,234 | $1.11M | 0.38% | −51−2.2% | Reduced |
| Cooper Financial Group | 2,239 | $1.11M | 0.18% | +165+8.0% | Added |
| Y.D. More Investments Ltd | 2,252 | $1.11M | 0.20% | +180+8.7% | Added |
| Sompo Asset Management Co., Ltd. | 2,260 | $1.12M | 0.18% | −150−6.2% | Reduced |
| Colonial River Wealth Management, LLC | 2,262 | $1.12M | 0.63% | −904−28.6% | Reduced |
| Corundum Group, Inc. | 2,263 | $1.12M | 0.54% | −295−11.5% | Reduced |
| Catalyst Capital Advisors LLC | 2,265 | $1.12M | 0.03% | +66+3.0% | Added |
| GPS Wealth Strategies Group, LLC | 2,273 | $1.12M | 0.18% | −3,251−58.9% | Reduced |