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 |
|---|---|---|---|---|---|
| St. Johns Investment Management Company, LLC | 3,150 | $1.56M | 0.75% | +626+24.8% | Added |
| Keudell/Morrison Wealth Management | 3,159 | $1.56M | 0.47% | −239−7.0% | Reduced |
| Brand Asset Management Group, Inc. | 3,166 | $1.57M | 0.67% | +4+0.1% | Added |
| Brendel Financial Advisors LLC | 3,168 | $1.57M | 1.79% | −2−0.1% | Reduced |
| Matrix Trust Co | 3,171 | $1.57M | 0.35% | −71−2.2% | Reduced |
| KPP Advisory Services LLC | 3,172 | $1.57M | 0.43% | +269+9.3% | Added |
| Codex Capital, L.L.C. | 2,700 | $1.57M | 0.77% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 3,186 | $1.58M | 0.82% | +62+2.0% | Added |
| Westbourne Investment Advisors, Inc. | 3,188 | $1.58M | 0.58% | −108−3.3% | Reduced |
| Oxford Wealth Group, LLC | 3,189 | $1.58M | 1.44% | +3,189 | New |
| Institute for Wealth Management, LLC. | 3,192 | $1.58M | 0.20% | +40+1.3% | Added |
| Cedar Brook Financial Partners, LLC | 3,195 | $1.58M | 0.31% | −141−4.2% | Reduced |
| Mechanics Financial Corp | 3,202 | $1.58M | 0.82% | +87+2.8% | Added |
| Invera Wealth Advisors, LLC | 3,213 | $1.58M | 1.35% | +65+2.1% | Added |
| Ambassador Advisors, LLC | 3,206 | $1.59M | 0.29% | +1,224+61.8% | Added |
| CNB Bank | 3,208 | $1.59M | 0.77% | +431+15.5% | Added |
| Wall Street Access Asset Management, LLC | 3,217 | $1.59M | 0.66% | +1,071+49.9% | Added |
| Qsemble Capital Management, LP | 3,220 | $1.59M | 0.35% | +411+14.6% | Added |
| Laraway Financial Inc | 3,220 | $1.59M | 1.40% | +10.0% | Added |
| MWA Asset Management | 3,221 | $1.59M | 1.15% | +133+4.3% | Added |
| Missouri Trust & Investment Co | 3,227 | $1.60M | 0.62% | −170−5.0% | Reduced |
| PFW Advisors LLC | 3,233 | $1.60M | 0.49% | −124−3.7% | Reduced |
| Intellectus Partners, LLC | 3,237 | $1.60M | 0.42% | +1,543+91.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,241 | $1.60M | 0.26% | +1,065+48.9% | Added |
| Lavaca Capital LLC | 3,254 | $1.61M | 0.98% | +135+4.3% | Added |
| Buckley Wealth Management, LLC | 3,259 | $1.61M | 0.52% | −454−12.2% | Reduced |
| Zullo Investment Group, Inc. | 3,268 | $1.62M | 0.76% | +46+1.4% | Added |
| Imprint Wealth LLC | 3,302 | $1.62M | 0.39% | +2,315+234.5% | Added |
| XML Financial, LLC | 3,270 | $1.62M | 0.17% | −248−7.0% | Reduced |
| Magnolia Capital Advisors LLC | 3,232 | $1.62M | 1.35% | +1,145+54.9% | Added |
| Smartleaf Asset Management LLC | 3,287 | $1.62M | 0.31% | +963+41.4% | Added |
| OneAscent Financial Services LLC | 3,288 | $1.63M | 0.18% | +80+2.5% | Added |
| Tilia Fiduciary Partners, Inc. | 3,291 | $1.63M | 1.32% | +183+5.9% | Added |
| CSU Producer Resources, Inc. | 3,300 | $1.63M | 5.37% | 00.0% | Unchanged |
| ORBA Wealth Advisors, L.L.C. | 3,307 | $1.64M | 0.91% | 00.0% | Unchanged |
| Central Valley Advisors, LLC | 3,310 | $1.64M | 0.85% | +268+8.8% | Added |
| Defined Wealth Management, LLC | 3,317 | $1.64M | 1.18% | −99−2.9% | Reduced |
| Prelude Capital Management, LLC | 3,330 | $1.65M | 0.11% | +2,829+564.7% | Added |
| Northern Financial Advisors Inc | 3,333 | $1.65M | 1.29% | −303−8.3% | Reduced |
| SkyOak Wealth, LLC | 3,337 | $1.65M | 0.40% | +833+33.3% | Added |
| Mason & Associates Inc | 3,338 | $1.65M | 0.44% | +161+5.1% | Added |
| Washburn Capital Management, Inc. | 3,338 | $1.65M | 1.22% | −534−13.8% | Reduced |
| Trust Investment Advisors | 3,339 | $1.65M | 1.19% | −70−2.1% | Reduced |
| Money Concepts Capital Corp | 3,346 | $1.66M | 0.15% | +64+2.0% | Added |
| One Wealth Advisors, LLC | 3,355 | $1.66M | 0.29% | +1,185+54.6% | Added |
| Investment Advisory Services Inc | 3,358 | $1.66M | 0.61% | +70+2.1% | Added |
| Occudo Quantitative Strategies LP | 3,362 | $1.66M | 0.29% | +3,362 | New |
| Nwam LLC | 3,333 | $1.67M | 0.13% | −170−4.9% | Reduced |
| Hunter Associates Investment Management LLC | 3,372 | $1.67M | 0.28% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 3,382 | $1.67M | 0.18% | −247−6.8% | Reduced |
| Alta Wealth Advisors LLC | 3,383 | $1.67M | 0.85% | −13−0.4% | Reduced |
| BKD Wealth Advisors, LLC | 3,385 | $1.67M | 0.04% | +277+8.9% | Added |
| BlueCrest Capital Management Ltd | 3,387 | $1.68M | 0.41% | −7,141−67.8% | Reduced |
| Advisor OS, LLC | 3,395 | $1.68M | 0.19% | −2,016−37.3% | Reduced |
| Alera Investment Advisors, LLC | 3,395 | $1.68M | 0.23% | +46+1.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,397 | $1.68M | 0.71% | −438−11.4% | Reduced |
| Foster Group, Inc. | 3,406 | $1.68M | 0.08% | +53+1.6% | Added |
| Doliver Advisors, LP | 3,409 | $1.69M | 0.47% | −397−10.4% | Reduced |
| Stokes Family Office, LLC | 3,421 | $1.69M | 0.21% | +731+27.2% | Added |
| Sterling Investment Counsel, LLC | 3,424 | $1.69M | 0.78% | +279+8.9% | Added |
| InterOcean Capital Group, LLC | 3,425 | $1.69M | 0.04% | −1,479−30.2% | Reduced |
| Cito Capital Group, LLC | 3,426 | $1.70M | 0.69% | +100+3.0% | Added |
| Signature Wealth Management Group | 3,393 | $1.70M | 0.77% | +389+12.9% | Added |
| Evernest Financial Advisors, LLC | 3,395 | $1.70M | 0.81% | −120−3.4% | Reduced |
| Pictet Bank & Trust Ltd | 3,450 | $1.71M | 1.80% | −455−11.7% | Reduced |
| HMS Capital Management, LLC | 3,465 | $1.71M | 0.95% | −215−5.8% | Reduced |
| Prosperitas Financial LLC | 3,468 | $1.72M | 1.10% | +293+9.2% | Added |
| Continuum Advisory, LLC | 3,391 | $1.72M | 0.26% | −940−21.7% | Reduced |
| Cobblestone Capital Advisors LLC | 3,484 | $1.72M | 0.11% | −220−5.9% | Reduced |
| Ironwood Investment Counsel, LLC | 3,488 | $1.73M | 0.30% | +349+11.1% | Added |
| RMR Wealth Builders | 3,494 | $1.73M | 0.21% | +812+30.3% | Added |
| Gladius Capital Management LP | 3,497 | $1.73M | 1.71% | +3,155+922.5% | Added |
| Sunbelt Securities, Inc. | 3,500 | $1.73M | 0.19% | −1,385−28.4% | Reduced |
| Kirtland Hills Capital Management, LLC | 3,445 | $1.73M | 1.50% | +3,445 | New |
| KLCM Advisors, Inc. | 3,510 | $1.74M | 0.22% | −500−12.5% | Reduced |
| Financial Engines Advisors L.L.C. | 3,516 | $1.74M | 0.00% | +515+17.2% | Added |
| Wealth Effects LLC | 3,526 | $1.74M | 0.64% | +555+18.7% | Added |
| FSM Wealth Advisors, LLC | 3,527 | $1.74M | 0.62% | −85−2.4% | Reduced |
| Moss Adams Wealth Advisors LLC | 3,530 | $1.75M | 0.28% | +248+7.6% | Added |
| Heartland Bank & Trust Co | 3,533 | $1.75M | 1.02% | −21−0.6% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 3,536 | $1.75M | 0.73% | +220+6.6% | Added |
| Independent Investors Inc | 3,540 | $1.75M | 0.42% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 3,559 | $1.76M | 0.36% | +319+9.8% | Added |
| Centaurus Financial, Inc. | 3,586 | $1.77M | 0.12% | +1,318+58.1% | Added |
| Proficio Capital Partners LLC | 3,597 | $1.78M | 0.20% | +74+2.1% | Added |
| Delta Financial Advisors LLC | 3,598 | $1.78M | 0.70% | +568+18.7% | Added |
| Commons Capital, LLC | 3,607 | $1.78M | 2.60% | +57+1.6% | Added |
| Walter & Keenan Financial Consulting Co | 3,611 | $1.79M | 0.59% | +20+0.6% | Added |
| Rede Wealth, LLC | 3,618 | $1.79M | 0.75% | +2+0.1% | Added |
| Paulson Wealth Management Inc. | 3,619 | $1.79M | 0.53% | +121+3.5% | Added |
| Strategic Investment Advisors | 3,620 | $1.79M | 0.23% | −57−1.6% | Reduced |
| IAM Advisory, LLC | 3,624 | $1.79M | 0.49% | +95+2.7% | Added |
| ZWJ Investment Counsel Inc | 3,629 | $1.80M | 0.08% | +1,729+91.0% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 3,631 | $1.80M | 1.28% | +1,142+45.9% | Added |
| Oakworth Capital, Inc. | 3,637 | $1.80M | 0.14% | −9−0.2% | Reduced |
| Van Leeuwen & Company, LLC | 3,641 | $1.80M | 0.91% | −2,980−45.0% | Reduced |
| Key Financial Inc | 3,651 | $1.81M | 0.46% | 00.0% | Unchanged |
| BCGM Wealth Management, LLC | 3,658 | $1.81M | 0.65% | +102+2.9% | Added |
| Hudson Canyon Capital Management | 3,676 | $1.82M | 1.17% | 00.0% | Unchanged |
| Fiduciary Group LLC | 3,677 | $1.82M | 0.20% | +3+0.1% | Added |