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 |
|---|---|---|---|---|---|
| Fortis Capital Management LLC | 3,683 | $1.82M | 0.48% | +669+22.2% | Added |
| Benjamin Edwards Inc | 3,684 | $1.82M | 0.36% | +839+29.5% | Added |
| Lake Street Financial LLC | 3,694 | $1.83M | 0.25% | −887−19.4% | Reduced |
| Crescent Grove Advisors, LLC | 3,701 | $1.83M | 0.19% | +10.0% | Added |
| Townsend & Associates, Inc | 3,788 | $1.84M | 0.21% | −86−2.2% | Reduced |
| Oarsman Capital, Inc. | 3,727 | $1.84M | 0.44% | −492−11.7% | Reduced |
| Scharf Investments, LLC | 3,728 | $1.84M | 0.05% | +224+6.4% | Added |
| IMS Capital Management | 3,732 | $1.85M | 0.86% | +88+2.4% | Added |
| Aaron Wealth Advisors | 3,734 | $1.85M | 0.26% | +1,022+37.7% | Added |
| Willner & Heller, LLC | 3,748 | $1.85M | 1.85% | +4+0.1% | Added |
| Retirement Guys Formula LLC | 3,750 | $1.86M | 0.90% | +1,767+89.1% | Added |
| DT Investment Partners, LLC | 3,762 | $1.86M | 0.19% | +53+1.4% | Added |
| MRP Capital Investments, LLC | 3,765 | $1.86M | 1.87% | +387+11.5% | Added |
| Aviance Capital Partners, LLC | 3,771 | $1.87M | 0.28% | +2,870+318.5% | Added |
| Cornerstone Advisory, LLC | 3,774 | $1.87M | 0.27% | +844+28.8% | Added |
| Lokken Investment Group LLC | 3,780 | $1.87M | 0.93% | +75+2.0% | Added |
| LS Investment Advisors, LLC | 3,780 | $1.87M | 0.30% | +454+13.7% | Added |
| Sage Mountain Advisors LLC | 3,781 | $1.87M | 0.19% | −141−3.6% | Reduced |
| Menard Financial Group LLC | 3,782 | $1.87M | 1.57% | −456−10.8% | Reduced |
| Jacobi Capital Management LLC | 3,794 | $1.88M | 0.17% | +260+7.4% | Added |
| StrongBox Wealth, LLC | 3,796 | $1.88M | 0.99% | −514−11.9% | Reduced |
| Tyche Wealth Partners LLC | 3,805 | $1.88M | 0.46% | −1,090−22.3% | Reduced |
| US Asset Management LLC | 3,806 | $1.88M | 1.70% | −61−1.6% | Reduced |
| Kathmere Capital Management, LLC | 3,810 | $1.88M | 0.22% | −646−14.5% | Reduced |
| Catalyst Financial Partners LLC | 3,943 | $1.89M | 0.49% | −128−3.1% | Reduced |
| Alpha DNA Investment Management LLC | 3,838 | $1.90M | 1.04% | +387+11.2% | Added |
| Groesbeck Investment Management Corp | 3,846 | $1.90M | 2.03% | 00.0% | Unchanged |
| TrueMark Investments, LLC | 3,853 | $1.91M | 1.75% | −2,410−38.5% | Reduced |
| Emprise Bank | 3,856 | $1.91M | 1.28% | +3,856 | New |
| Quadcap Wealth Management, LLC | 3,872 | $1.92M | 0.44% | −275−6.6% | Reduced |
| Kerrisdale Advisers, LLC | 3,875 | $1.92M | 0.60% | −2,425−38.5% | Reduced |
| Drive Wealth Management, LLC | 3,877 | $1.92M | 0.54% | +830+27.2% | Added |
| Goepper Burkhardt LLC | 3,742 | $1.92M | 0.89% | −6−0.2% | Reduced |
| Redwood Investments, LLC | 4,307 | $1.92M | 0.56% | −9,982−69.9% | Reduced |
| Eudaimonia Partners, LLC | 3,883 | $1.92M | 0.46% | +247+6.8% | Added |
| Herold Advisors, Inc. | 3,900 | $1.93M | 0.47% | −66−1.7% | Reduced |
| Pettee Investors, Inc. | 3,902 | $1.93M | 0.82% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 3,902 | $1.93M | 0.65% | −179−4.4% | Reduced |
| Lloyd Advisory Services, LLC. | 3,910 | $1.93M | 0.41% | +3,320+562.7% | Added |
| MidWestOne Financial Group, Inc. | 3,925 | $1.94M | 0.35% | +55+1.4% | Added |
| Highview Capital Management LLC | 3,926 | $1.94M | 0.87% | +63+1.6% | Added |
| MGB Wealth Management, LLC | 3,937 | $1.95M | 0.79% | +29+0.7% | Added |
| Roof Eidam & Maycock | 3,950 | $1.95M | 0.54% | −540−12.0% | Reduced |
| NVWM, LLC | 3,952 | $1.96M | 0.54% | −63−1.6% | Reduced |
| Wealth Alliance Advisory Group, LLC | 3,956 | $1.96M | 0.45% | +777+24.4% | Added |
| Aries Wealth Management | 3,974 | $1.97M | 0.63% | −10−0.3% | Reduced |
| Palumbo Wealth Management LLC | 3,978 | $1.97M | 0.88% | +806+25.4% | Added |
| Prosperity Consulting Group, LLC | 3,987 | $1.97M | 0.25% | −299−7.0% | Reduced |
| IMA Wealth, Inc. | 3,997 | $1.98M | 0.93% | −514−11.4% | Reduced |
| Viking Fund Management LLC | 4,000 | $1.98M | 0.36% | 00.0% | Unchanged |
| Waycross Partners, LLC | 4,000 | $1.98M | 0.34% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 4,000 | $1.98M | 0.58% | +189+5.0% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,003 | $1.98M | 0.23% | +2,038+103.7% | Added |
| Creegan & Nassoura Financial Group, LLC | 4,035 | $2.00M | 1.33% | 00.0% | Unchanged |
| Ahl Investment Management, Inc. | 4,037 | $2.00M | 1.53% | −5−0.1% | Reduced |
| Empire Financial Management Company, LLC | 4,043 | $2.00M | 0.66% | +894+28.4% | Added |
| Keel Point, LLC | 4,044 | $2.00M | 0.21% | +33+0.8% | Added |
| Sierra Capital LLC | 4,047 | $2.00M | 0.26% | +343+9.3% | Added |
| Paralel Advisors LLC | 4,047 | $2.00M | 0.09% | 00.0% | Unchanged |
| Vista Investment Management | 4,048 | $2.00M | 0.82% | +405+11.1% | Added |
| First Nebraska Trust Co | 4,051 | $2.00M | 0.21% | +81+2.0% | Added |
| ISAM Funds (UK) Ltd | 4,051 | $2.00M | 1.15% | +4,051 | New |
| Redwood Investment Management, LLC | 4,058 | $2.01M | 0.19% | −851−17.3% | Reduced |
| Tobam | 4,076 | $2.02M | 0.18% | +73+1.8% | Added |
| United Community Bank | 4,000 | $2.02M | 0.78% | +1,432+55.8% | Added |
| Revolve Wealth Partners, LLC | 4,081 | $2.02M | 0.34% | −52−1.3% | Reduced |
| Advisory Alpha, LLC | 4,095 | $2.03M | 0.08% | +743+22.2% | Added |
| Vista Finance, LLC | 4,096 | $2.03M | 5.08% | +2,165+112.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,139 | $2.03M | 0.02% | −51−1.2% | Reduced |
| Left Brain Wealth Management, LLC | 4,110 | $2.03M | 0.98% | −275−6.3% | Reduced |
| Lawson Kroeker Investment Management Inc | 4,116 | $2.04M | 0.39% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 4,117 | $2.04M | 0.14% | +220+5.6% | Added |
| Mayflower Financial Advisors, LLC | 4,123 | $2.04M | 0.34% | +158+4.0% | Added |
| Northcape Wealth Management, LLC | 4,135 | $2.05M | 0.75% | +23+0.6% | Added |
| Stableford Capital II LLC | 4,138 | $2.05M | 0.82% | +386+10.3% | Added |
| Romano Brothers and Company | 4,146 | $2.05M | 0.28% | +345+9.1% | Added |
| Semmax Financial Advisors Inc. | 4,010 | $2.05M | 0.68% | +1,687+72.6% | Added |
| Optas, LLC | 4,157 | $2.06M | 0.56% | −317−7.1% | Reduced |
| Avalon Trust Co | 4,157 | $2.06M | 0.17% | +2,333+127.9% | Added |
| Ellenbecker Investment Group | 4,160 | $2.06M | 0.43% | +44+1.1% | Added |
| First Business Financial Services, Inc. | 4,166 | $2.06M | 0.22% | +8+0.2% | Added |
| Oak Associates, Ltd | 4,169 | $2.06M | 0.14% | −100−2.3% | Reduced |
| Fiduciary Family Office, LLC | 4,175 | $2.07M | 0.81% | +560+15.5% | Added |
| Prairie Wealth Advisors, Inc. | 4,176 | $2.07M | 0.97% | +4,176 | New |
| Main Street Financial Solutions, LLC | 4,176 | $2.07M | 0.22% | +436+11.7% | Added |
| Triangle Securities Wealth Management | 4,177 | $2.07M | 0.59% | +70+1.7% | Added |
| Park Place Capital Corp | 4,177 | $2.07M | 0.74% | −371−8.2% | Reduced |
| Courier Capital LLC | 4,187 | $2.07M | 0.15% | −18−0.4% | Reduced |
| Quent Capital, LLC | 4,196 | $2.08M | 0.24% | +217+5.5% | Added |
| Consilium Wealth Advisory, LLC | 4,204 | $2.08M | 1.17% | −969−18.7% | Reduced |
| CIC Wealth, LLC | 4,221 | $2.09M | 0.61% | +198+4.9% | Added |
| Certified Advisory Corp | 4,232 | $2.09M | 0.29% | +68+1.6% | Added |
| 9258 Wealth Management, LLC | 4,265 | $2.11M | 0.33% | −8−0.2% | Reduced |
| Schear Investment Advisers, LLC | 4,266 | $2.11M | 1.69% | +11+0.3% | Added |
| Prestige Wealth Management Group LLC | 4,276 | $2.12M | 0.46% | +438+11.4% | Added |
| First National Advisers, LLC | 4,312 | $2.12M | 0.47% | +984+29.6% | Added |
| Trust Point Inc. | 4,283 | $2.12M | 0.17% | −236−5.2% | Reduced |
| Greater Midwest Financial Group, LLC | 4,296 | $2.13M | 1.33% | +255+6.3% | Added |
| Financial Perspectives, Inc | 4,297 | $2.13M | 0.81% | −1,081−20.1% | Reduced |
| Frisch Financial Group, Inc. | 4,297 | $2.13M | 0.71% | −4−0.1% | Reduced |