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 |
|---|---|---|---|---|---|
| Wilson & Boucher Capital Management, LLC | 2,679 | $1.33M | 1.04% | +90+3.5% | Added |
| First County Bank | 2,683 | $1.33M | 0.65% | −411−13.3% | Reduced |
| ASB Consultores, LLC | 2,683 | $1.33M | 0.34% | +1,872+230.8% | Added |
| Apeiron RIA LLC | 2,684 | $1.33M | 0.38% | +13+0.5% | Added |
| Caldwell Investment Management Ltd. | 2,690 | $1.33M | 0.99% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 2,550 | $1.33M | 0.36% | +10+0.4% | Added |
| Garrison Point Advisors, LLC | 2,693 | $1.33M | 0.86% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 2,694 | $1.33M | 0.27% | +394+17.1% | Added |
| LVM Capital Management Ltd | 2,699 | $1.33M | 0.16% | −162−5.7% | Reduced |
| Essex Savings Bank | 2,540 | $1.34M | 0.39% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 2,711 | $1.34M | 0.17% | +22+0.8% | Added |
| Riverview Trust Co | 2,714 | $1.34M | 1.03% | +85+3.2% | Added |
| Nicolet Bankshares Inc | 2,716 | $1.34M | 0.33% | +155+6.1% | Added |
| Prostatis Group LLC | 2,737 | $1.35M | 0.51% | +1,844+206.5% | Added |
| Perennial Investment Advisors, LLC | 2,737 | $1.35M | 0.21% | +63+2.4% | Added |
| Linden Thomas Advisory Services, LLC | 2,739 | $1.35M | 0.22% | +520+23.4% | Added |
| One Capital Management, LLC | 2,747 | $1.36M | 0.05% | −311−10.2% | Reduced |
| Kensington Investment Counsel, LLC | 2,747 | $1.36M | 0.62% | −11−0.4% | Reduced |
| Wolf Group Capital Advisors | 2,834 | $1.36M | 0.65% | 00.0% | Unchanged |
| BancorpSouth Bank | 2,754 | $1.36M | 0.10% | −66−2.3% | Reduced |
| Ellis Investment Partners, LLC | 2,762 | $1.37M | 0.30% | −6−0.2% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 2,765 | $1.37M | 0.41% | −171−5.8% | Reduced |
| GTS Securities LLC | 2,767 | $1.37M | 0.04% | −8,018−74.3% | Reduced |
| Crawford Investment Counsel Inc | 2,767 | $1.37M | 0.03% | +182+7.0% | Added |
| Camden Capital, LLC | 2,769 | $1.37M | 0.12% | +87+3.2% | Added |
| Warther Private Wealth, LLC | 2,779 | $1.37M | 0.61% | −8,795−76.0% | Reduced |
| ERn Financial, LLC | 2,784 | $1.38M | 0.24% | +25+0.9% | Added |
| Leisure Capital Management | 2,791 | $1.38M | 0.69% | −125−4.3% | Reduced |
| OV Management LLC | 2,800 | $1.39M | 1.00% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 3,116 | $1.39M | 0.54% | +230+8.0% | Added |
| Cambridge Advisors Inc. | 2,807 | $1.39M | 0.33% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 2,807 | $1.39M | 0.43% | +92+3.4% | Added |
| Absolute Capital Management, LLC | 2,812 | $1.39M | 0.89% | +4+0.1% | Added |
| Quotient Wealth Partners, LLC | 2,821 | $1.40M | 0.05% | +571+25.4% | Added |
| First Financial Bank - Trust Division | 2,830 | $1.40M | 0.13% | −90−3.1% | Reduced |
| Stonebrook Private Inc. | 2,833 | $1.40M | 0.41% | +7+0.2% | Added |
| Baldwin Investment Management, LLC | 2,833 | $1.40M | 0.19% | +32+1.1% | Added |
| Cim Investment Mangement Inc | 2,839 | $1.40M | 0.42% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 2,850 | $1.41M | 0.28% | +278+10.8% | Added |
| Wilkins Investment Counsel Inc | 2,850 | $1.41M | 0.21% | +2,850 | New |
| Kingfisher Capital LLC | 2,853 | $1.41M | 0.34% | +8+0.3% | Added |
| KG&L Capital Management,LLC | 2,855 | $1.41M | 0.56% | +839+41.6% | Added |
| Crestwood Advisors Group LLC | 2,859 | $1.41M | 0.03% | +149+5.5% | Added |
| Cahaba Wealth Management, Inc. | 2,859 | $1.41M | 0.13% | +8+0.3% | Added |
| Intrua Financial, LLC | 2,865 | $1.42M | 0.22% | −271−8.6% | Reduced |
| Mendel Money Management | 2,874 | $1.42M | 0.66% | +733+34.2% | Added |
| Unique Wealth, LLC | 2,869 | $1.43M | 0.40% | +676+30.8% | Added |
| Readystate Asset Management LP | 2,896 | $1.43M | 0.05% | +2,896 | New |
| FCG Investment Co | 2,898 | $1.43M | 1.15% | −166−5.4% | Reduced |
| Wellington Shields Capital Management, LLC | 2,902 | $1.44M | 0.27% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 2,902 | $1.44M | 0.68% | −155−5.1% | Reduced |
| Patton Albertson Miller Group, LLC | 2,919 | $1.44M | 0.22% | −122−4.0% | Reduced |
| Hillsdale Investment Management Inc. | 2,923 | $1.45M | 0.11% | +216+8.0% | Added |
| Sargent Investment Group, LLC | 2,926 | $1.45M | 0.32% | +69+2.4% | Added |
| Planning Center, Inc. | 2,927 | $1.45M | 0.32% | 00.0% | Unchanged |
| E&G Advisors, LP | 2,933 | $1.45M | 0.46% | +81+2.8% | Added |
| Wallace Advisory Group, LLC | 2,759 | $1.45M | 1.09% | −115−4.0% | Reduced |
| Vectors Research Management, LLC | 2,938 | $1.45M | 0.41% | −142−4.6% | Reduced |
| Beacon Financial Group | 2,946 | $1.46M | 0.17% | −132−4.3% | Reduced |
| SageView Advisory Group, LLC | 9,820 | $1.46M | 0.08% | −1,153−10.5% | Reduced |
| Orrstown Financial Services Inc | 2,954 | $1.46M | 0.81% | +47+1.6% | Added |
| Legacy Bridge, LLC | 2,957 | $1.46M | 0.86% | −3−0.1% | Reduced |
| Castle Rock Wealth Management, LLC | 3,023 | $1.46M | 0.40% | +309+11.4% | Added |
| Inspire Trust Co, N.A. | 2,967 | $1.47M | 0.82% | +1,407+90.2% | Added |
| Tolleson Wealth Management, Inc. | 2,967 | $1.47M | 0.29% | −73−2.4% | Reduced |
| Altman Advisors, Inc. | 3,001 | $1.47M | 0.72% | +129+4.5% | Added |
| Heritage Wealth Management, LLC | 2,971 | $1.47M | 0.75% | −68−2.2% | Reduced |
| Maxwell Wealth Strategies Inc. | 3,061 | $1.47M | 0.75% | +2,579+535.1% | Added |
| Wealth Management Partners, LLC | 2,991 | $1.48M | 0.75% | +121+4.2% | Added |
| Diversified, LLC | 2,996 | $1.48M | 0.20% | +117+4.1% | Added |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $1.48M | 0.46% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 3,009 | $1.49M | 0.42% | −273−8.3% | Reduced |
| FinTrust Capital Advisors, LLC | 3,018 | $1.49M | 0.29% | +43+1.4% | Added |
| Cullen Investment Group, Ltd. | 3,264 | $1.50M | 0.24% | +168+5.4% | Added |
| Catalina Capital Group, LLC | 3,027 | $1.50M | 0.64% | +1,454+92.4% | Added |
| First National Bank of Hutchinson | 3,033 | $1.50M | 1.00% | +367+13.8% | Added |
| Benchmark Investment Advisors LLC | 3,034 | $1.50M | 1.18% | −313−9.4% | Reduced |
| Journey Strategic Wealth LLC | 3,042 | $1.50M | 0.07% | +413+15.7% | Added |
| Yarbrough Capital, LLC | 3,043 | $1.51M | 0.07% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 3,044 | $1.51M | 0.82% | −10−0.3% | Reduced |
| Tiemann Investment Advisors, LLC | 3,044 | $1.51M | 0.67% | +25+0.8% | Added |
| Simon Quick Advisors, LLC | 3,053 | $1.51M | 0.11% | +212+7.5% | Added |
| Wellington Wealth Strategies, LLC. | 3,056 | $1.51M | 0.72% | −1,369−30.9% | Reduced |
| Edge Capital Group, LLC | 3,069 | $1.52M | 0.08% | +163+5.6% | Added |
| Bank of Stockton | 3,076 | $1.52M | 0.47% | +122+4.1% | Added |
| TrimTabs Asset Management, LLC | 3,078 | $1.52M | 0.38% | −14,106−82.1% | Reduced |
| Lee Financial Co | 3,078 | $1.52M | 0.25% | −64−2.0% | Reduced |
| Pacific Capital Partners Ltd | 3,080 | $1.52M | 1.00% | 00.0% | Unchanged |
| Ar Asset Management Inc | 3,090 | $1.53M | 0.37% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 3,095 | $1.53M | 1.13% | +984+46.6% | Added |
| Intact Investment Management Inc. | 3,100 | $1.53M | 0.06% | +1,900+158.3% | Added |
| Regal Investment Advisors LLC | 3,102 | $1.53M | 0.10% | −277−8.2% | Reduced |
| Ellevest, Inc. | 3,105 | $1.54M | 0.10% | −141−4.3% | Reduced |
| GoalVest Advisory LLC | 3,106 | $1.54M | 0.51% | +223+7.7% | Added |
| Allstate Corp | 3,108 | $1.54M | 0.11% | −98−3.1% | Reduced |
| Humankind Investments LLC | 3,118 | $1.54M | 0.41% | +322+11.5% | Added |
| CRA Financial Services, LLC | 3,123 | $1.55M | 0.34% | +49+1.6% | Added |
| Midland Wealth Advisors LLC | 3,127 | $1.55M | 0.10% | +231+8.0% | Added |
| Prossimo Advisors, LLC | 3,138 | $1.55M | 3.00% | −191−5.7% | Reduced |
| Gsa Capital Partners LLP | 3,145 | $1.56M | 0.12% | −5,018−61.5% | Reduced |