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 |
|---|---|---|---|---|---|
| Northeast Financial Group, Inc. | 4,300 | $2.13M | 0.94% | +1,656+62.6% | Added |
| Bank of Hawaii | 4,318 | $2.14M | 0.10% | −1,872−30.2% | Reduced |
| LaFleur & Godfrey LLC | 4,357 | $2.16M | 0.32% | +1,685+63.1% | Added |
| Symphony Financial, Ltd. Co. | 4,360 | $2.16M | 0.50% | −752−14.7% | Reduced |
| Nebula Research & Development LLC | 4,363 | $2.16M | 0.46% | +4,363 | New |
| Freedom Day Solutions, LLC | 4,376 | $2.16M | 0.77% | −93−2.1% | Reduced |
| Rothschild Investment LLC | 4,384 | $2.17M | 0.16% | +2,357+116.3% | Added |
| Vantage Financial Partners Ltd., Inc. | 4,387 | $2.17M | 0.57% | +50+1.2% | Added |
| Second Line Capital, LLC | 4,396 | $2.17M | 0.71% | +373+9.3% | Added |
| Pure Financial Advisors, Inc. | 4,396 | $2.17M | 0.07% | +937+27.1% | Added |
| Cahill Financial Advisors Inc | 4,400 | $2.18M | 0.30% | +114+2.7% | Added |
| Lecap Asset Management Ltd | 4,404 | $2.18M | 0.45% | +4,404 | New |
| Beaumont Financial Advisors, LLC | 4,413 | $2.18M | 0.18% | −6−0.1% | Reduced |
| SeaCrest Wealth Management, LLC | 4,415 | $2.18M | 0.27% | +935+26.9% | Added |
| Voya Financial Advisors, Inc. | 4,439 | $2.19M | 0.25% | −81−1.8% | Reduced |
| Accretive Wealth Partners, LLC | 4,459 | $2.20M | 0.97% | +22+0.5% | Added |
| Applied Capital LLC | 4,463 | $2.21M | 1.80% | +260+6.2% | Added |
| Bank Hapoalim BM | 4,471 | $2.21M | 0.29% | −139−3.0% | Reduced |
| Weaver Capital Management LLC | 4,481 | $2.22M | 0.77% | +880+24.4% | Added |
| Axq Capital, LP | 4,500 | $2.23M | 0.53% | +4,000+800.0% | Added |
| Canopy Partners, LLC | 4,517 | $2.23M | 1.09% | +395+9.6% | Added |
| Fukoku Mutual Life Insurance Co | 4,529 | $2.24M | 0.18% | −206−4.4% | Reduced |
| BigSur Wealth Management LLC | 4,531 | $2.24M | 0.70% | +1,408+45.1% | Added |
| Steel Peak Wealth Management LLC | 4,532 | $2.24M | 0.11% | −6,410−58.6% | Reduced |
| Davidson Capital Management Inc. | 4,535 | $2.24M | 0.72% | +79+1.8% | Added |
| Wolverine Asset Management LLC | 4,536 | $2.24M | 0.04% | +4,536 | New |
| Cidel Asset Management Inc | 4,540 | $2.25M | 0.17% | +130+2.9% | Added |
| SilverOak Wealth Management LLC | 4,541 | $2.25M | 0.56% | −189−4.0% | Reduced |
| Gamco Investors, Inc. Et Al | 4,570 | $2.26M | 0.02% | −17,448−79.2% | Reduced |
| Aft, Forsyth & Sober, LLC | 4,575 | $2.26M | 0.80% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 4,584 | $2.27M | 0.39% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 4,601 | $2.28M | 0.79% | +619+15.5% | Added |
| Fielder Capital Group LLC | 4,609 | $2.28M | 1.02% | +1,183+34.5% | Added |
| Whitener Capital Management, Inc. | 4,612 | $2.28M | 0.75% | +850+22.6% | Added |
| Oak Asset Management, LLC | 4,614 | $2.28M | 0.85% | +19+0.4% | Added |
| Financial Advocates Investment Management | 4,627 | $2.29M | 0.13% | −232−4.8% | Reduced |
| Alaethes Wealth LLC | 4,647 | $2.30M | 1.00% | −130−2.7% | Reduced |
| L & S Advisors Inc | 4,651 | $2.30M | 0.26% | −1,506−24.5% | Reduced |
| Vise Technologies, Inc. | 4,654 | $2.30M | 0.45% | −2,332−33.4% | Reduced |
| RFG Advisory, LLC | 4,655 | $2.30M | 0.08% | −1,892−28.9% | Reduced |
| Boomfish Wealth Group, LLC | 4,663 | $2.31M | 1.55% | +424+10.0% | Added |
| JNBA Financial Advisors | 4,666 | $2.31M | 0.24% | −265−5.4% | Reduced |
| Cape Ann Savings Bank | 4,685 | $2.32M | 1.45% | −88−1.8% | Reduced |
| Harvey Investment Co LLC | 4,701 | $2.33M | 0.26% | +70+1.5% | Added |
| Personal Cfo Solutions, LLC | 4,708 | $2.33M | 0.36% | +294+6.7% | Added |
| Altfest L J & Co Inc | 4,711 | $2.33M | 0.34% | +478+11.3% | Added |
| Mission Creek Capital Partners, Inc. | 4,718 | $2.33M | 0.61% | +818+21.0% | Added |
| McDonald Partners LLC | 4,721 | $2.34M | 0.64% | +59+1.3% | Added |
| Criterion Capital Advisors, LLC | 4,729 | $2.34M | 1.56% | +159+3.5% | Added |
| Marion Wealth Management | 4,733 | $2.34M | 0.70% | +82+1.8% | Added |
| Counterweight Ventures, LLC | 4,734 | $2.34M | 1.89% | +178+3.9% | Added |
| Welch & Forbes LLC | 4,734 | $2.34M | 0.03% | −35−0.7% | Reduced |
| Bowen Hanes & Co Inc | 4,736 | $2.34M | 0.07% | −4,270−47.4% | Reduced |
| Confluence Wealth Services, Inc. | 4,738 | $2.34M | 0.21% | +186+4.1% | Added |
| Trueblood Wealth Management, LLC | 4,741 | $2.35M | 1.34% | −484−9.3% | Reduced |
| Handelsinvest Investeringsforvaltning | 4,749 | $2.35M | 1.13% | −411−8.0% | Reduced |
| Magnus Financial Group LLC | 4,766 | $2.36M | 0.28% | +280+6.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 4,804 | $2.36M | 0.32% | +820+20.6% | Added |
| Stevens Capital Management LP | 4,779 | $2.36M | 0.46% | +4,779 | New |
| LM Advisors LLC | 4,788 | $2.37M | 0.38% | +1,929+67.5% | Added |
| Monte Financial Group, LLC | 4,789 | $2.37M | 1.04% | +64+1.4% | Added |
| Boston Family Office LLC | 4,793 | $2.37M | 0.17% | +930+24.1% | Added |
| Hartford Financial Management Inc. | 4,798 | $2.37M | 0.50% | +150+3.2% | Added |
| Chesapeake Wealth Management | 4,805 | $2.38M | 0.87% | −134−2.7% | Reduced |
| Finivi Inc. | 4,828 | $2.39M | 2.16% | −13−0.3% | Reduced |
| Court Place Advisors, LLC | 4,829 | $2.39M | 0.77% | +595+14.1% | Added |
| JPL Wealth Management, LLC | 4,839 | $2.39M | 1.32% | +1,879+63.5% | Added |
| Ameliora Wealth Management Ltd. | 4,842 | $2.40M | 1.09% | 00.0% | Unchanged |
| Next Century Growth Investors LLC | 4,845 | $2.40M | 0.21% | −3,011−38.3% | Reduced |
| WP Advisors, LLC | 4,858 | $2.40M | 0.79% | +263+5.7% | Added |
| Hartford Funds Management Co LLC | 4,871 | $2.41M | 0.23% | +226+4.9% | Added |
| Hilltop National Bank | 4,883 | $2.42M | 0.82% | +4,883 | New |
| Centiva Capital, LP | 4,898 | $2.42M | 0.14% | +3,555+264.7% | Added |
| Palouse Capital Management, Inc. | 4,902 | $2.42M | 1.60% | +190+4.0% | Added |
| North Star Investment Management Corp. | 4,920 | $2.43M | 0.17% | +7+0.1% | Added |
| Moser Wealth Advisors, LLC | 4,930 | $2.44M | 1.36% | −10−0.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 4,932 | $2.44M | 0.11% | −5,928−54.6% | Reduced |
| Marcum Wealth, LLC | 4,936 | $2.44M | 0.25% | −297−5.7% | Reduced |
| KKM Financial LLC | 4,938 | $2.44M | 1.19% | +313+6.8% | Added |
| MeadowBrook Investment Advisors LLC | 4,942 | $2.44M | 2.28% | −14−0.3% | Reduced |
| Conscious Wealth Investments, LLC | 5,218 | $2.45M | 1.86% | +197+3.9% | Added |
| Ami Investment Management Inc | 4,945 | $2.45M | 0.89% | +40+0.8% | Added |
| Morris Retirement Advisors, LLC | 4,956 | $2.45M | 1.46% | +837+20.3% | Added |
| PDS Planning, Inc | 4,959 | $2.45M | 0.26% | +99+2.0% | Added |
| L.M. Kohn & Company | 4,963 | $2.46M | 0.69% | +717+16.9% | Added |
| Ronald Blue Trust, Inc. | 4,965 | $2.46M | 0.03% | +613+14.1% | Added |
| Seven Eight Capital, LP | 4,970 | $2.46M | 0.26% | +2,539+104.4% | Added |
| Stablepoint Partners, LLC | 4,977 | $2.46M | 0.50% | +865+21.0% | Added |
| Country Club Bank | 4,980 | $2.46M | 0.17% | +89+1.8% | Added |
| CoreCap Advisors, LLC | 4,997 | $2.47M | 0.13% | −754−13.1% | Reduced |
| KP Management LLC | 5,000 | $2.47M | 1.06% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 5,014 | $2.48M | 0.41% | −1,206−19.4% | Reduced |
| Blue Square Asset Management, LLC | 5,020 | $2.48M | 1.65% | −315−5.9% | Reduced |
| Eqis Capital Management, Inc. | 5,023 | $2.48M | 0.20% | +89+1.8% | Added |
| Hall Capital Management Co Inc | 5,025 | $2.49M | 1.23% | +37+0.7% | Added |
| Tealwood Asset Management Inc | 5,041 | $2.49M | 1.12% | +53+1.1% | Added |
| Apexium Financial, LP | 5,059 | $2.50M | 0.19% | +32+0.6% | Added |
| Waypoint Capital Advisors, LLC | 5,060 | $2.50M | 0.65% | +21+0.4% | Added |
| Cottage Street Advisors LLC | 5,062 | $2.50M | 1.52% | −117−2.3% | Reduced |
| Okabena Investment Services Inc | 5,065 | $2.51M | 0.83% | −1,104−17.9% | Reduced |