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
- 3,385
- +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
- 1,309 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 | 3,055 | $202.4B |
| Q4 2025 | 3,312 | $248.2B |
| Q3 2025 | 3,169 | $253.5B |
| Q2 2025 | 3,186 | $241.1B |
| Q1 2025 | 3,614 | $424.3B |
| Q4 2024 | 3,685 | $409.5B |
| Q3 2024 | 3,477 | $474.6B |
| Q2 2024 | 3,407 | $411.9B |
| Q1 2024 | 3,385 | $398.9B |
| Q4 2023 | 3,422 | $428.0B |
| Q3 2023 | 3,145 | $407.5B |
| Q2 2023 | 3,137 | $388.4B |
| Q1 2023 | 3,115 | $383.6B |
| Q4 2022 | 3,160 | $434.2B |
| Q3 2022 | 2,999 | $413.5B |
| Q2 2022 | 2,965 | $422.0B |
| Q1 2022 | 2,966 | $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 |
|---|---|---|---|---|---|
| Guardian Wealth Management, Inc. | 129 | $63.9K | 0.05% | +1+0.8% | Added |
| IAG Wealth Partners, LLC | 131 | $64.8K | 0.01% | −25−16.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 132 | $65.3K | 0.01% | −33−20.0% | Reduced |
| Legend Financial Advisors, Inc. | 134 | $66.3K | 0.05% | +41+44.1% | Added |
| Halpern Financial, Inc. | 150 | $69.0K | 0.02% | −35−18.9% | Reduced |
| Roble, Belko & Company, Inc | 146 | $72.0K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 150 | $74.2K | 0.02% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 151 | $74.7K | 0.07% | +151 | New |
| ORG Partners LLC | 152 | $75.1K | 0.14% | −1,843−92.4% | Reduced |
| WealthCollab, LLC | 152 | $75.2K | 0.06% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 157 | $77.7K | 0.02% | −57−26.6% | Reduced |
| Gleason Group, Inc. | 158 | $78.2K | 0.02% | +1+0.6% | Added |
| Kiely Wealth Advisory Group, Inc. | 160 | $78.9K | 0.04% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 160 | $79.2K | 0.04% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 161 | $79.6K | 0.03% | 00.0% | Unchanged |
| Front Row Advisors LLC | 161 | $79.6K | 0.03% | +65+67.7% | Added |
| Retirement Group, LLC | 163 | $80.6K | 0.03% | +29+21.6% | Added |
| Dynamic Wealth Strategies, LLC | 168 | $83.0K | 0.07% | +14+9.1% | Added |
| Coston, McIsaac & Partners | 169 | $84.0K | 0.03% | 00.0% | Unchanged |
| Jackson Square Partners, LLC | 171 | $84.6K | 0.00% | +83+94.3% | Added |
| Valued Wealth Advisors LLC | 174 | $86.0K | 0.06% | +1+0.6% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 176 | $87.1K | 0.17% | +159+935.3% | Added |
| Wiser Advisor Group LLC | 177 | $88.0K | 0.14% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 187 | $92.7K | 0.06% | +31+19.9% | Added |
| USA Financial Portformulas Corp | 194 | $96.0K | 0.02% | +28+16.9% | Added |
| Pineridge Advisors LLC | 194 | $96.0K | 0.03% | −188−49.2% | Reduced |
| Avion Wealth | 192 | $96.0K | 0.03% | −30−13.5% | Reduced |
| Core Wealth Advisors, Inc. | 196 | $96.7K | 0.03% | −4,289−95.6% | Reduced |
| Ransom Advisory, Ltd | 197 | $97.5K | 0.05% | +197 | New |
| Hoese & Co LLP | 198 | $97.7K | 0.09% | 00.0% | Unchanged |
| CKW Financial Group | 200 | $98.0K | 0.01% | +25+14.3% | Added |
| Slocum, Gordon & Co LLP | 200 | $98.9K | 0.07% | 00.0% | Unchanged |
| Activest Wealth Management | 210 | $103.9K | 0.05% | −7−3.2% | Reduced |
| Grayhawk Investment Strategies Inc. | 210 | $103.9K | 0.09% | +37+21.4% | Added |
| Financial Connections Group, Inc. | 215 | $107.0K | 0.12% | +13+6.4% | Added |
| Fairman Group, LLC | 217 | $107.3K | 0.10% | −160−42.4% | Reduced |
| Compass Wealth Management LLC | 217 | $107.3K | 0.03% | −49−18.4% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 217 | $107.3K | 0.05% | +6+2.8% | Added |
| Fortitude Family Office, LLC | 219 | $108.3K | 0.07% | −37−14.5% | Reduced |
| Cassady Schiller Wealth Management, LLC | 219 | $108.3K | 0.05% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 220 | $108.8K | 0.03% | −25−10.2% | Reduced |
| Maj Invest Holding A/S | 222 | $110.0K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 224 | $110.8K | 0.02% | −4−1.8% | Reduced |
| Scarborough Advisors, LLC | 228 | $112.8K | 0.05% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 230 | $114.0K | 0.03% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 240 | $115.0K | 0.05% | 00.0% | Unchanged |
| Delta Asset Management LLC | 234 | $115.8K | 0.01% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 245 | $121.2K | 0.03% | 00.0% | Unchanged |
| PSI Advisors, LLC | 254 | $125.6K | 0.05% | −5−1.9% | Reduced |
| First PREMIER Bank | 256 | $127.0K | 0.03% | 00.0% | Unchanged |
| TD Capital Management LLC | 263 | $130.0K | 0.01% | +15+6.0% | Added |
| WFA Asset Management Corp | 265 | $131.1K | 0.07% | +81+44.0% | Added |
| Tradewinds Capital Management, LLC | 272 | $134.6K | 0.04% | +34+14.3% | Added |
| FSA Wealth Management LLC | 274 | $135.5K | 0.06% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 275 | $136.0K | 0.03% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 275 | $136.2K | 0.03% | +65+31.0% | Added |
| Register Financial Advisors LLC | 279 | $137.9K | 0.07% | −388−58.2% | Reduced |
| Cutler Group LP | 283 | $140.0K | 0.07% | −1,151−80.3% | Reduced |
| Naples Money Management LLC | 286 | $141.5K | 0.14% | −2−0.7% | Reduced |
| Blue Bell Private Wealth Management, LLC | 292 | $144.7K | 0.03% | −19−6.1% | Reduced |
| Natixis Investment Managers International | 297 | $146.9K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 298 | $147.4K | 0.06% | 00.0% | Unchanged |
| Abound Wealth Management | 303 | $149.7K | 0.06% | −8−2.6% | Reduced |
| Dunhill Financial, LLC | 303 | $149.8K | 0.11% | +13+4.5% | Added |
| Atlantic Edge Private Wealth Management, LLC | 312 | $154.3K | 0.05% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 314 | $155.3K | 0.12% | +314 | New |
| Aspect Partners, LLC | 319 | $157.8K | 0.12% | 00.0% | Unchanged |
| First Community Trust NA | 320 | $158.3K | 0.15% | −6−1.8% | Reduced |
| Virtus Investment Advisers, Inc. | 324 | $160.3K | 0.11% | −114−26.0% | Reduced |
| Boyd Watterson Asset Management LLC | 331 | $163.7K | 0.06% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 335 | $165.8K | 0.10% | −325−49.2% | Reduced |
| Stone House Investment Management, LLC | 338 | $167.1K | 0.04% | +23+7.3% | Added |
| Dakota Community Bank & Trust NA | 343 | $169.7K | 0.92% | −9−2.6% | Reduced |
| HighMark Wealth Management LLC | 332 | $170.2K | 0.11% | +12+3.8% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 348 | $172.0K | 1.56% | −804−69.8% | Reduced |
| TSFG, LLC | 349 | $172.0K | 0.04% | +51+17.1% | Added |
| FSC Wealth Advisors, LLC | 351 | $173.6K | 0.12% | 00.0% | Unchanged |
| Trust Co | 361 | $178.6K | 0.02% | −493−57.7% | Reduced |
| Addison Advisors LLC | 363 | $179.6K | 0.06% | −11−2.9% | Reduced |
| Financial Freedom, LLC | 364 | $179.9K | 0.11% | +1+0.3% | Added |
| Founders Capital Management | 365 | $180.6K | 0.12% | −12−3.2% | Reduced |
| Wolff Wiese Magana LLC | 367 | $181.6K | 0.16% | −1−0.3% | Reduced |
| Private Wealth Management Group, LLC | 374 | $185.0K | 0.08% | −24−6.0% | Reduced |
| Pingora Partners LLC | 375 | $185.5K | 0.14% | +175+87.5% | Added |
| Old Second National Bank of Aurora | 378 | $187.0K | 0.05% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 378 | $187.1K | 0.05% | +378 | New |
| Cornerstone Planning Group LLC | 382 | $187.6K | 0.06% | −51−11.8% | Reduced |
| Emerald Mutual Fund Advisers Trust | 383 | $189.5K | 0.01% | −117−23.4% | Reduced |
| Pin Oak Investment Advisors Inc | 386 | $191.0K | 0.18% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 388 | $192.0K | 0.13% | +38+10.9% | Added |
| Vima LLC | 411 | $194.4K | 0.22% | +118+40.3% | Added |
| RAM Investment Partners, LLC | 405 | $200.3K | 0.06% | +405 | New |
| Rareview Capital LLC | 406 | $200.6K | 0.20% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 406 | $200.8K | 0.07% | −162−28.5% | Reduced |
| BEAM Asset Management, LLC | 406 | $200.9K | 0.12% | −79−16.3% | Reduced |
| Sage Investment Advisers LLC | 407 | $201.3K | 0.23% | 00.0% | Unchanged |
| Connors Investor Services Inc | 407 | $201.3K | 0.02% | +407 | New |
| apricus wealth, LLC | 407 | $201.4K | 0.14% | −25−5.8% | Reduced |
| Independent Wealth Network Inc. | 408 | $201.8K | 0.09% | −47−10.3% | Reduced |
| Foundation Wealth Management, LLC | 408 | $201.8K | 0.16% | −8−1.9% | Reduced |