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 |
|---|---|---|---|---|---|
| Bigelow Investment Advisors, LLC | 5,077 | $2.51M | 1.23% | −327−6.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 5,093 | $2.52M | 0.46% | −245−4.6% | Reduced |
| Horizon Investment Services, LLC | 5,108 | $2.53M | 1.24% | −6,685−56.7% | Reduced |
| Harfst & Associates, Inc. | 5,114 | $2.53M | 0.60% | +426+9.1% | Added |
| Canandaigua National Bank & Trust Co | 5,115 | $2.53M | 0.37% | −2,072−28.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,122 | $2.53M | 0.45% | +84+1.7% | Added |
| Hartline Investment Corp | 5,122 | $2.53M | 0.45% | +294+6.1% | Added |
| SWS Partners | 5,124 | $2.54M | 0.76% | +728+16.6% | Added |
| Affinity Investment Advisors, LLC | 5,132 | $2.54M | 1.85% | +860+20.1% | Added |
| Brasada Capital Management, LP | 5,145 | $2.55M | 0.46% | +41+0.8% | Added |
| BKM Wealth Management, LLC | 5,157 | $2.55M | 1.10% | +1,328+34.7% | Added |
| Formidable Asset Management, LLC | 5,161 | $2.55M | 0.42% | +3,785+275.1% | Added |
| Trust Co of Toledo NA | 5,176 | $2.56M | 0.40% | −40−0.8% | Reduced |
| Parsons Capital Management Inc | 5,178 | $2.56M | 0.18% | +380+7.9% | Added |
| Cornercap Investment Counsel Inc | 5,182 | $2.56M | 0.39% | +219+4.4% | Added |
| SPC Financial, Inc. | 5,185 | $2.57M | 0.24% | +179+3.6% | Added |
| Red Cedar Investment Management, LLC | 5,195 | $2.57M | 0.32% | −1,378−21.0% | Reduced |
| Chemung Canal Trust Co | 5,209 | $2.58M | 0.50% | −6,873−56.9% | Reduced |
| J.W. Cole Advisors, Inc. | 5,221 | $2.58M | 0.13% | +161+3.2% | Added |
| Sheets Smith Wealth Management | 5,222 | $2.58M | 0.29% | +208+4.1% | Added |
| Umpqua Bank | 5,228 | $2.59M | 1.06% | +5,228 | New |
| Legacy Financial Advisors, Inc. | 5,229 | $2.59M | 0.46% | −39−0.7% | Reduced |
| Geller Advisors LLC | 5,236 | $2.59M | 0.21% | +167+3.3% | Added |
| Norden Group LLC | 5,260 | $2.60M | 0.53% | +850+19.3% | Added |
| Sterling Investment Management, Inc. | 5,264 | $2.60M | 1.84% | +10.0% | Added |
| Richwood Investment Advisors, LLC | 5,265 | $2.60M | 2.31% | −40−0.8% | Reduced |
| Brevan Howard Capital Management LP | 5,272 | $2.61M | 0.24% | −2,170−29.2% | Reduced |
| Caliber Wealth Management, LLC | 5,275 | $2.61M | 1.39% | +131+2.5% | Added |
| VGI Partners Ltd | 5,292 | $2.62M | 0.26% | −3,024−36.4% | Reduced |
| RB Capital Management, LLC | 5,292 | $2.62M | 0.70% | +206+4.1% | Added |
| Van Cleef Asset Management,Inc | 5,293 | $2.62M | 0.33% | −272−4.9% | Reduced |
| GAMMA Investing LLC | 5,309 | $2.63M | 0.53% | +538+11.3% | Added |
| JT Stratford LLC | 5,312 | $2.63M | 0.52% | +58+1.1% | Added |
| Modern Wealth Management, LLC | 5,314 | $2.63M | 0.24% | +4,176+367.0% | Added |
| Mather Group, LLC. | 4,995 | $2.63M | 0.04% | −198−3.8% | Reduced |
| Means Investment Co., Inc. | 5,356 | $2.65M | 0.34% | −184−3.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,376 | $2.66M | 0.08% | +443+9.0% | Added |
| Eads & Heald Wealth Management | 5,405 | $2.67M | 1.25% | −345−6.0% | Reduced |
| Coastal Investment Advisors, Inc. | 5,420 | $2.68M | 0.55% | −299−5.2% | Reduced |
| Snider Financial Group | 5,428 | $2.69M | 1.12% | +1,540+39.6% | Added |
| ROI Financial Advisors, LLC | 5,436 | $2.69M | 2.11% | −128−2.3% | Reduced |
| Anderson Hoagland & Co | 6,005 | $2.70M | 0.30% | +430+7.7% | Added |
| Skopos Labs, Inc. | 5,521 | $2.70M | 1.16% | −1,145−17.2% | Reduced |
| Wealth Alliance | 5,475 | $2.71M | 0.36% | −81−1.5% | Reduced |
| Platte River Wealth Advisors, LLC | 5,476 | $2.71M | 0.77% | −519−8.7% | Reduced |
| My Legacy Advisors, LLC | 5,483 | $2.71M | 0.91% | −648−10.6% | Reduced |
| Privium Fund Management (UK) Ltd | 5,926 | $2.71M | 1.35% | +2,900+95.8% | Added |
| Manchester Capital Management LLC | 5,495 | $2.72M | 0.34% | +105+1.9% | Added |
| Farmers National Bank | 5,500 | $2.72M | 0.81% | +4,114+296.8% | Added |
| Wealthcare Advisory Partners LLC | 5,512 | $2.73M | 0.09% | +326+6.3% | Added |
| David Loasby | 5,936 | $2.73M | 0.28% | −71−1.2% | Reduced |
| Rice Partnership, LLC | 5,536 | $2.74M | 0.65% | −4,357−44.0% | Reduced |
| Patten Group, Inc. | 5,542 | $2.74M | 0.67% | −195−3.4% | Reduced |
| Cassaday & Co Wealth Management LLC | 5,553 | $2.75M | 0.09% | +389+7.5% | Added |
| Paradigm Asset Management Co LLC | 5,595 | $2.77M | 0.70% | −250−4.3% | Reduced |
| Premier Path Wealth Partners, LLC | 5,633 | $2.78M | 0.52% | −302−5.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 5,635 | $2.79M | 0.05% | +312+5.9% | Added |
| Parkside Financial Bank & Trust | 5,643 | $2.79M | 0.45% | +265+4.9% | Added |
| Wealth Architects, LLC | 5,643 | $2.79M | 0.37% | −583−9.4% | Reduced |
| AIMZ Investment Advisors, LLC | 5,659 | $2.80M | 1.04% | −330−5.5% | Reduced |
| Stratos Wealth Advisors, LLC | 5,673 | $2.81M | 0.17% | −921−14.0% | Reduced |
| Sentry Investment Management LLC | 5,679 | $2.81M | 1.09% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 5,683 | $2.81M | 0.84% | +188+3.4% | Added |
| Sentinel Trust Co Lba | 5,690 | $2.81M | 0.36% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 5,696 | $2.82M | 0.07% | −32−0.6% | Reduced |
| StoneX Group Inc. | 5,700 | $2.82M | 0.25% | +437+8.3% | Added |
| Wedmont Private Capital | 6,137 | $2.82M | 0.21% | −1,561−20.3% | Reduced |
| DRW Securities, LLC | 5,727 | $2.83M | 0.16% | +4,767+496.6% | Added |
| Legato Capital Management LLC | 5,730 | $2.83M | 0.34% | 00.0% | Unchanged |
| Joseph Group Capital Management | 5,730 | $2.83M | 1.42% | +1,843+47.4% | Added |
| Birinyi Associates Inc | 5,735 | $2.84M | 0.93% | 00.0% | Unchanged |
| Peak Financial Advisors LLC | 5,762 | $2.85M | 1.74% | +5,762 | New |
| AXS Investments LLC | 5,771 | $2.85M | 0.69% | +667+13.1% | Added |
| Cunning Capital Partners, LP | 5,780 | $2.86M | 1.58% | 00.0% | Unchanged |
| Sepio Capital, LP | 5,802 | $2.87M | 0.25% | −610−9.5% | Reduced |
| Concord Asset Management, LLC | 5,821 | $2.88M | 0.76% | +1,097+23.2% | Added |
| Second Half Financial Partners, LLC | 5,830 | $2.88M | 1.28% | +5,428+1,350.2% | Added |
| Page Arthur B | 5,839 | $2.89M | 2.97% | −329−5.3% | Reduced |
| Shepherd Financial Partners LLC | 5,850 | $2.89M | 0.38% | +114+2.0% | Added |
| Royal Fund Management, LLC | 5,860 | $2.90M | 0.33% | +402+7.4% | Added |
| Northside Capital Management, LLC | 5,863 | $2.90M | 0.52% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 5,874 | $2.91M | 0.51% | −394−6.3% | Reduced |
| Fagan Associates, Inc. | 5,885 | $2.91M | 0.55% | +673+12.9% | Added |
| Atomi Financial Group, Inc. | 5,898 | $2.92M | 0.27% | +261+4.6% | Added |
| Rossmore Private Capital | 5,904 | $2.92M | 0.38% | +15+0.3% | Added |
| Van Den Berg Management I, Inc | 5,914 | $2.93M | 0.86% | +3,195+117.5% | Added |
| Brown Miller Wealth Management, LLC | 5,916 | $2.93M | 1.29% | +219+3.8% | Added |
| Gifford Fong Associates | 5,918 | $2.93M | 0.81% | −7,288−55.2% | Reduced |
| Signet Investment Advisory Group, Inc. | 5,926 | $2.93M | 1.60% | +415+7.5% | Added |
| Strategic Financial Services, Inc, | 5,927 | $2.93M | 0.19% | −355−5.7% | Reduced |
| Rehmann Capital Advisory Group | 5,930 | $2.93M | 0.22% | +51+0.9% | Added |
| New England Research & Management, Inc. | 5,930 | $2.93M | 1.44% | +4,880+464.8% | Added |
| Concord Wealth Partners | 5,940 | $2.94M | 0.53% | +1,150+24.0% | Added |
| Symmetry Partners, LLC | 5,950 | $2.94M | 0.23% | 00.0% | Unchanged |
| Leonteq Securities AG | 5,953 | $2.94M | 0.40% | +3,811+177.9% | Added |
| AdvisorNet Financial, Inc | 5,967 | $2.95M | 0.28% | −144−2.4% | Reduced |
| Great Diamond Partners, LLC | 5,969 | $2.95M | 0.68% | −1,418−19.2% | Reduced |
| PGGM Investments | 5,971 | $2.95M | 0.04% | −20,825−77.7% | Reduced |
| Dohj, LLC | 5,990 | $2.96M | 0.79% | +241+4.2% | Added |
| Factorial Partners, LLC | 6,000 | $2.97M | 1.69% | +300+5.3% | Added |