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 |
|---|---|---|---|---|---|
| Peak Planning Group, LLC | 408 | $201.9K | 0.13% | +408 | New |
| Wells Trecaso Financial Group, LLC | 409 | $202.3K | 0.07% | +409 | New |
| Phillips Financial Management, LLC | 410 | $202.8K | 0.02% | +410 | New |
| XTX Topco Ltd | 411 | $203.3K | 0.03% | −2,957−87.8% | Reduced |
| Lifestyle Asset Management, Inc. | 413 | $204.3K | 0.12% | −36−8.0% | Reduced |
| Meritas Wealth Management, LLC | 413 | $204.3K | 0.14% | −6−1.4% | Reduced |
| Country Trust Bank | 413 | $204.3K | 0.01% | −3−0.7% | Reduced |
| TFC Financial Management | 413 | $204.3K | 0.04% | −4−1.0% | Reduced |
| O'Brien Greene & Co. Inc | 414 | $204.8K | 0.07% | 00.0% | Unchanged |
| Accel Wealth Management | 414 | $204.9K | 0.09% | −1−0.2% | Reduced |
| Hanson & Doremus Investment Management | 414 | $205.0K | 0.04% | −2−0.5% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 415 | $205.3K | 0.15% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 415 | $205.3K | 0.03% | +415 | New |
| 25 LLC | 417 | $206.3K | 0.10% | +27+6.9% | Added |
| Fountainhead AM, LLC | 417 | $206.5K | 0.05% | +417 | New |
| Headinvest, LLC | 418 | $206.8K | 0.04% | −20−4.6% | Reduced |
| Summit Asset Management, LLC | 418 | $206.8K | 0.04% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 942 | $207.0K | 0.15% | +586+164.6% | Added |
| BLB&B Advisors, LLC | 419 | $207.3K | 0.01% | −147−26.0% | Reduced |
| AlphaCore Capital LLC | 420 | $207.8K | 0.06% | +420 | New |
| GEM Asset Management, LLC | 434 | $207.9K | 0.14% | 00.0% | Unchanged |
| Partners in Financial Planning | 421 | $208.3K | 0.05% | +21+5.3% | Added |
| Fiduciary Planning LLC | 421 | $208.3K | 0.08% | −55−11.6% | Reduced |
| Advisory Resource Group | 423 | $209.3K | 0.05% | +423 | New |
| Wealthquest Corp | 424 | $209.8K | 0.02% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 424 | $209.8K | 0.07% | +424 | New |
| MinichMacGregor Wealth Management, LLC | 428 | $209.8K | 0.05% | +8+1.9% | Added |
| Barr E S & Co | 424 | $210.0K | 0.01% | −50−10.5% | Reduced |
| Capasso Planning Partners LLC | 425 | $210.1K | 0.09% | −12−2.7% | Reduced |
| Retirement Planning Co of New England, Inc. | 425 | $210.5K | 0.12% | −28−6.2% | Reduced |
| Almanack Investment Partners, LLC. | 426 | $210.7K | 0.04% | −45−9.6% | Reduced |
| Fort, L.P. | 427 | $211.2K | 0.53% | −21−4.7% | Reduced |
| TriaGen Wealth Management LLC | 428 | $211.7K | 0.09% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 428 | $211.8K | 0.15% | +428 | New |
| Key Client Fiduciary Advisors, LLC | 429 | $212.1K | 0.11% | +429 | New |
| Laurel Wealth Advisors LLC | 429 | $212.2K | 0.04% | −3−0.7% | Reduced |
| Jackson Thornton Asset Management, LLC | 431 | $213.2K | 0.04% | −35−7.5% | Reduced |
| Destination Wealth Management | 432 | $213.5K | 0.01% | +432 | New |
| Exeter Financial, LLC | 469 | $213.5K | 0.10% | 00.0% | Unchanged |
| Hutner Capital Management Inc | 432 | $213.7K | 0.12% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 434 | $214.8K | 0.01% | +434 | New |
| Coerente Capital Management | 435 | $215.2K | 0.04% | 00.0% | Unchanged |
| Ratio Wealth Group | 435 | $215.2K | 0.04% | −30−6.5% | Reduced |
| MB, Levis & Associates, LLC | 435 | $215.4K | 0.12% | 00.0% | Unchanged |
| WBH Advisory Inc | 438 | $216.9K | 0.02% | +47+12.0% | Added |
| WESPAC Advisors, LLC | 439 | $217.2K | 0.13% | −115−20.8% | Reduced |
| Summitry LLC | 439 | $217.2K | 0.01% | +439 | New |
| Kraft Asset Management, LLC | 440 | $217.7K | 0.18% | −18−3.9% | Reduced |
| Southern Capital Advisors, LLC | 440 | $217.7K | 0.13% | +14+3.3% | Added |
| Thrive Capital Management, LLC | 441 | $218.1K | 0.12% | −117−21.0% | Reduced |
| Academy Capital Management Inc | 441 | $218.2K | 0.04% | +9+2.1% | Added |
| Triton Wealth Management, PLLC | 452 | $218.4K | 0.15% | +452 | New |
| ERTS Wealth Advisors, LLC | 442 | $218.7K | 0.04% | 00.0% | Unchanged |
| Capital Investment Services of America, Inc. | 444 | $219.6K | 0.02% | −178−28.6% | Reduced |
| LPWM LLC | 489 | $220.1K | 0.08% | 00.0% | Unchanged |
| Cora Capital Advisors LLC | 445 | $220.1K | 0.12% | −17−3.7% | Reduced |
| Pacific Center for Financial Services | 445 | $220.2K | 0.06% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 453 | $222.0K | 0.12% | −51−10.1% | Reduced |
| Portman Square Capital LLP | 449 | $222.1K | 0.05% | +449 | New |
| Purus Wealth Management, LLC | 450 | $222.6K | 0.11% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 451 | $223.1K | 0.07% | −7−1.5% | Reduced |
| Financial Management Network Inc | 491 | $223.4K | 0.06% | +491 | New |
| Acorn Financial Advisory Services Inc | 452 | $223.6K | 0.04% | −5−1.1% | Reduced |
| Wellington Shields & Co., LLC | 452 | $223.6K | 0.07% | −166−26.9% | Reduced |
| jvl associates llc | 452 | $223.6K | 0.09% | +17+3.9% | Added |
| First International Bank & Trust | 454 | $224.6K | 0.08% | +13+2.9% | Added |
| Planning Capital Management Corp | 454 | $224.7K | 0.16% | −60−11.7% | Reduced |
| Aberdeen Wealth Management LLC | 455 | $225.1K | 0.13% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 455 | $225.2K | 0.07% | +45+11.0% | Added |
| Massachusetts Wealth Management | 457 | $226.1K | 0.16% | −250−35.4% | Reduced |
| Legacy Financial Group, Inc. | 457 | $226.1K | 0.09% | −2−0.4% | Reduced |
| Lane & Associates LLC | 458 | $226.5K | 0.14% | −11−2.3% | Reduced |
| Jacobs & Co | 459 | $227.0K | 0.02% | 00.0% | Unchanged |
| Keyes, Stange & Wooten Wealth Management, LLC | 460 | $227.6K | 0.20% | −3−0.6% | Reduced |
| Phocas Financial Corp. | 460 | $227.6K | 0.03% | 00.0% | Unchanged |
| Francis Financial, Inc. | 460 | $227.6K | 0.07% | +5+1.1% | Added |
| McNaughton Wealth Management, LLC | 460 | $227.6K | 0.13% | +7+1.5% | Added |
| International Private Wealth Advisors LLC | 460 | $227.6K | 0.44% | +78+20.4% | Added |
| Gilbert & Cook, Inc. | 460 | $227.7K | 0.03% | −9−1.9% | Reduced |
| Manchester Financial Inc | 461 | $228.1K | 0.06% | +16+3.6% | Added |
| Cosner Financial Group, LLC | 462 | $228.4K | 0.16% | +2+0.4% | Added |
| Capital Advisors Wealth Management, LLC | 462 | $228.5K | 0.05% | −1,429−75.6% | Reduced |
| Roth Financial Partners LLC | 462 | $228.6K | 0.10% | 00.0% | Unchanged |
| Wick Capital Partners, LLC | 465 | $229.8K | 0.22% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 466 | $231.0K | 0.13% | +466 | New |
| Private Capital Management, LLC | 467 | $231.1K | 0.03% | −101−17.8% | Reduced |
| Carroll Investors, Inc | 469 | $231.5K | 0.17% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 465 | $232.9K | 0.07% | +465 | New |
| Windward Capital Management Co | 471 | $233.0K | 0.02% | +471 | New |
| Hillman Capital Management, Inc. | 471 | $233.0K | 0.07% | −200−29.8% | Reduced |
| AJOVista, LLC | 471 | $233.0K | 0.63% | +2+0.4% | Added |
| Sage Private Wealth Group, LLC | 471 | $233.0K | 0.19% | +471 | New |
| Gray Private Wealth, LLC | 471 | $233.1K | 0.15% | +471 | New |
| Trilogy Capital Inc. | 471 | $233.2K | 0.01% | +471 | New |
| Colton Groome Financial Advisors, LLC | 472 | $233.5K | 0.09% | −145−23.5% | Reduced |
| LCNB Corp | 472 | $233.5K | 0.08% | −8−1.7% | Reduced |
| Well Done, LLC | 475 | $235.0K | 0.05% | +475 | New |
| Graham Capital Management, L.P. | 477 | $236.0K | 0.01% | −4,523−90.5% | Reduced |
| Fortis Capital Advisors, LLC | 477 | $236.0K | 0.10% | +477 | New |
| Hollow Brook Wealth Management LLC | 478 | $236.5K | 0.09% | 00.0% | Unchanged |