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 |
|---|---|---|---|---|---|
| CFS Investment Advisory Services, LLC | 2,274 | $1.13M | 0.19% | −486−17.6% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 2,275 | $1.13M | 0.07% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 2,275 | $1.13M | 0.50% | +322+16.5% | Added |
| Saturna Capital CORP | 2,280 | $1.13M | 0.02% | −220−8.8% | Reduced |
| Park National Corp | 2,282 | $1.13M | 0.04% | +15+0.7% | Added |
| RKL Wealth Management LLC | 2,290 | $1.13M | 0.11% | +208+10.0% | Added |
| Arvest Trust Co N A | 2,303 | $1.14M | 0.06% | −120−5.0% | Reduced |
| Uncommon Cents Investing LLC | 2,310 | $1.14M | 0.35% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 2,312 | $1.14M | 0.46% | −4,056−63.7% | Reduced |
| Lederer & Associates Investment Counsel | 2,313 | $1.14M | 0.79% | +112+5.1% | Added |
| Smith, Salley & Associates | 2,315 | $1.15M | 0.09% | −767−24.9% | Reduced |
| CVA Family Office, LLC | 2,317 | $1.15M | 0.20% | −190−7.6% | Reduced |
| Franklin Street Advisors Inc | 2,319 | $1.15M | 0.08% | +495+27.1% | Added |
| Islay Capital Management, LLC | 2,326 | $1.15M | 0.86% | −26−1.1% | Reduced |
| HTLF Bank | 2,327 | $1.15M | 0.13% | −108−4.4% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 2,563 | $1.15M | 0.63% | +140+5.8% | Added |
| Godshalk Welsh Capital Management, Inc. | 2,335 | $1.16M | 0.78% | +10+0.4% | Added |
| Phillips Wealth Planners LLC | 2,464 | $1.16M | 1.33% | +63+2.6% | Added |
| CoreFirst Bank & Trust | 2,336 | $1.16M | 0.72% | −8−0.3% | Reduced |
| Allred Capital Management, LLC | 2,338 | $1.16M | 0.45% | +355+17.9% | Added |
| Montecito Bank & Trust | 2,348 | $1.16M | 0.23% | +277+13.4% | Added |
| Spirit of America Management Corp | 2,350 | $1.16M | 0.23% | −100−4.1% | Reduced |
| Cardiff Park Advisors, LLC | 2,351 | $1.16M | 0.11% | +167+7.6% | Added |
| Carolinas Wealth Consulting LLC | 2,354 | $1.16M | 0.23% | +79+3.5% | Added |
| Transatlantique Private Wealth LLC | 2,360 | $1.17M | 0.51% | −19−0.8% | Reduced |
| State of Wyoming | 2,362 | $1.17M | 0.19% | +1,079+84.1% | Added |
| Keystone Financial Group | 2,364 | $1.17M | 0.17% | +704+42.4% | Added |
| Onefund, LLC | 2,398 | $1.17M | 1.40% | −47−1.9% | Reduced |
| EverSource Wealth Advisors, LLC | 2,429 | $1.17M | 0.09% | −672−21.7% | Reduced |
| Townsend Asset Management Corp | 2,377 | $1.18M | 0.47% | +137+6.1% | Added |
| West Michigan Advisors, LLC | 2,380 | $1.18M | 0.38% | +53+2.3% | Added |
| Reuter James Wealth Management, LLC | 2,382 | $1.18M | 0.82% | +10+0.4% | Added |
| Capital Market Strategies LLC | 2,385 | $1.18M | 0.90% | −106−4.3% | Reduced |
| Cornerstone Wealth Advisors, Inc. | 2,385 | $1.18M | 0.36% | 00.0% | Unchanged |
| Three Seasons Wealth, LLC | 2,576 | $1.18M | 0.83% | +296+13.0% | Added |
| SC&H Financial Advisors, Inc. | 2,390 | $1.18M | 0.31% | +2+0.1% | Added |
| Avidian Wealth Solutions, LLC | 2,394 | $1.18M | 0.06% | +571+31.3% | Added |
| Bluesphere Advisors, LLC | 2,396 | $1.19M | 0.66% | −358−13.0% | Reduced |
| Vivaldi Capital Management, LLC | 2,313 | $1.19M | 0.35% | +153+7.1% | Added |
| Plante Moran Financial Advisors, LLC | 2,399 | $1.19M | 0.13% | −69−2.8% | Reduced |
| MBM Wealth Consultants, LLC | 2,405 | $1.19M | 0.42% | +120+5.3% | Added |
| Moseley Investment Management Inc | 2,415 | $1.19M | 0.59% | +302+14.3% | Added |
| Forte Capital LLC | 2,420 | $1.20M | 0.15% | +217+9.9% | Added |
| InTrack Investment Management Inc | 2,422 | $1.20M | 0.89% | +2,422 | New |
| CFO4Life Group, LLC | 2,426 | $1.20M | 0.22% | −1,389−36.4% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 2,430 | $1.20M | 0.77% | −696−22.3% | Reduced |
| Kolinsky Wealth Management, LLC | 2,444 | $1.21M | 0.92% | −94−3.7% | Reduced |
| Sand Hill Global Advisors, LLC | 2,446 | $1.21M | 0.06% | −449−15.5% | Reduced |
| Breakwater Capital Group | 2,446 | $1.21M | 0.30% | −10.0% | Reduced |
| Prentice Wealth Management LLC | 2,462 | $1.22M | 0.42% | +115+4.9% | Added |
| Aletheian Wealth Advisors LLC | 2,463 | $1.22M | 0.66% | +469+23.5% | Added |
| Nicholas Hoffman & Company, LLC. | 2,466 | $1.22M | 0.06% | −48−1.9% | Reduced |
| One Wealth Management Investment & Advisory Services, LLC | 2,480 | $1.23M | 0.50% | −106−4.1% | Reduced |
| Riverwater Partners LLC | 2,480 | $1.23M | 0.90% | +283+12.9% | Added |
| California First Leasing Corp | 2,489 | $1.23M | 0.57% | 00.0% | Unchanged |
| MJP Associates Inc | 2,491 | $1.23M | 0.27% | +536+27.4% | Added |
| MCF Advisors LLC | 2,499 | $1.24M | 0.10% | −83−3.2% | Reduced |
| Harbert Fund Advisors, Inc. | 2,500 | $1.24M | 0.85% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 2,507 | $1.24M | 1.00% | −57−2.2% | Reduced |
| Summit Financial Wealth Advisors, LLC | 2,511 | $1.24M | 0.25% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 2,514 | $1.24M | 0.91% | −125−4.7% | Reduced |
| Everett Harris & Co | 2,520 | $1.25M | 0.02% | −53−2.1% | Reduced |
| Arthur M. Cohen & Associates, LLC | 2,527 | $1.25M | 0.26% | +40+1.6% | Added |
| MBL Wealth, LLC | 2,528 | $1.25M | 0.14% | −337−11.8% | Reduced |
| Brandywine Oak Private Wealth LLC | 2,534 | $1.25M | 0.13% | +52+2.1% | Added |
| WR Wealth Planners, LLC | 2,534 | $1.25M | 0.39% | +73+3.0% | Added |
| Trustmark National Bank Trust Department | 2,541 | $1.26M | 0.10% | +938+58.5% | Added |
| Armstrong Advisory Group, Inc | 2,388 | $1.26M | 0.12% | 00.0% | Unchanged |
| Greystone Financial Group, LLC | 2,543 | $1.26M | 0.25% | +2,543 | New |
| Burford Brothers, Inc. | 2,544 | $1.26M | 0.83% | +173+7.3% | Added |
| Riverpark Capital Management LLC | 2,553 | $1.26M | 1.73% | +384+17.7% | Added |
| Nabity-Jensen Investment Management Inc | 2,555 | $1.26M | 1.04% | +48+1.9% | Added |
| Chicago Partners Investment Group LLC | 2,610 | $1.27M | 0.05% | +33+1.3% | Added |
| Bremer Bank National Association | 2,568 | $1.27M | 0.24% | −252−8.9% | Reduced |
| Evermay Wealth Management LLC | 2,570 | $1.27M | 0.19% | −54−2.1% | Reduced |
| Gitterman Wealth Management, LLC | 2,577 | $1.27M | 0.49% | 00.0% | Unchanged |
| Adirondack Trust Co | 2,578 | $1.28M | 0.53% | −48−1.8% | Reduced |
| Measured Wealth Private Client Group, LLC | 2,579 | $1.28M | 0.45% | +30+1.2% | Added |
| Meridian Financial Partners LLC | 2,721 | $1.28M | 1.64% | +57+2.1% | Added |
| Gratus Wealth Advisors, LLC | 2,590 | $1.28M | 0.23% | +211+8.9% | Added |
| Alta Advisers Ltd | 2,600 | $1.29M | 0.64% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 2,605 | $1.29M | 0.91% | +246+10.4% | Added |
| Rogco, LP | 2,607 | $1.29M | 0.53% | −798−23.4% | Reduced |
| Gen-Wealth Partners Inc | 2,610 | $1.29M | 0.64% | +2,610 | New |
| Tandem Capital Management Corp | 2,615 | $1.29M | 0.73% | +11+0.4% | Added |
| Arbor Capital Management Inc | 2,609 | $1.30M | 1.23% | −244−8.6% | Reduced |
| Sivia Capital Partners, LLC | 2,620 | $1.30M | 0.88% | −157−5.7% | Reduced |
| Enterprise Financial Services Corp | 2,622 | $1.30M | 0.78% | −335−11.3% | Reduced |
| DGS Capital Management, LLC | 2,623 | $1.30M | 0.37% | −103−3.8% | Reduced |
| Investment Partners, Ltd. | 2,625 | $1.30M | 0.59% | +7+0.3% | Added |
| White Lighthouse Investment Management Inc. | 2,630 | $1.30M | 0.26% | −10−0.4% | Reduced |
| Ted Buchan & Co | 2,638 | $1.31M | 0.80% | +946+55.9% | Added |
| Atlas Capital Advisors LLC | 2,648 | $1.31M | 0.20% | 00.0% | Unchanged |
| TLWM | 2,657 | $1.31M | 0.29% | −38−1.4% | Reduced |
| FirstPurpose Wealth LLC | 2,926 | $1.32M | 0.48% | +11+0.4% | Added |
| Sunpointe, LLC | 2,663 | $1.32M | 1.46% | +110+4.3% | Added |
| Trail Ridge Investment Advisors, LLC | 2,666 | $1.32M | 0.75% | −184−6.5% | Reduced |
| Droms Strauss Advisors Inc | 2,673 | $1.32M | 0.48% | −5−0.2% | Reduced |
| Hilltop Partners LLC | 2,673 | $1.32M | 0.47% | +1,747+188.7% | Added |
| Baldwin Brothers Inc | 2,675 | $1.32M | 0.10% | −126−4.5% | Reduced |