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 |
|---|---|---|---|---|---|
| Cohen & Steers, Inc. | 482 | $238.0K | 0.00% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 482 | $238.5K | 0.05% | −39−7.5% | Reduced |
| Ariston Services Group | 483 | $238.9K | 0.23% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 469 | $239.0K | 0.11% | +22+4.9% | Added |
| Breed's Hill Capital LLC | 484 | $239.4K | 0.22% | −21−4.2% | Reduced |
| Charles Schwab Investment Advisory, Inc. | 484 | $239.6K | 0.00% | +72+17.5% | Added |
| Sachetta, LLC | 456 | $240.2K | 0.11% | 00.0% | Unchanged |
| Alesco Advisors LLC | 487 | $240.9K | 0.01% | −3−0.6% | Reduced |
| N.E.W. Advisory Services LLC | 488 | $241.4K | 0.03% | +1+0.2% | Added |
| Intrepid Capital Management Inc | 488 | $241.4K | 0.16% | +43+9.7% | Added |
| Lakeridge Wealth Management LLC | 489 | $241.9K | 0.16% | +6+1.2% | Added |
| Axiom Financial Strategies, LLC | 490 | $242.4K | 0.15% | −2−0.4% | Reduced |
| Options Solutions, LLC | 490 | $242.4K | 0.14% | 00.0% | Unchanged |
| Deerfield Management Company, L.P. (Series C) | 490 | $242.4K | 0.00% | +490 | New |
| Orgel Wealth Management, LLC | 490 | $242.4K | 0.01% | −93−16.0% | Reduced |
| Eaton-Cambridge Inc. | 491 | $242.9K | 0.13% | −60−10.9% | Reduced |
| Willow Creek Wealth Management Inc. | 494 | $244.4K | 0.03% | +6+1.2% | Added |
| Agate Pass Investment Management, LLC | 497 | $245.9K | 0.13% | +100+25.2% | Added |
| CSM Advisors, LLC | 498 | $246.0K | 0.02% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 498 | $246.1K | 0.04% | +11+2.3% | Added |
| BBR Partners, LLC | 500 | $247.3K | 0.02% | −139−21.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 500 | $247.3K | 0.03% | 00.0% | Unchanged |
| Samjo Management, LLC | 500 | $247.3K | 0.09% | 00.0% | Unchanged |
| Credit Capital Investments LLC | 500 | $247.3K | 0.31% | +500 | New |
| EHP Funds Inc. | 500 | $247.3K | 0.17% | +500 | New |
| Sym Financial Corp | 501 | $247.8K | 0.04% | −78−13.5% | Reduced |
| Tortoise Investment Management, LLC | 503 | $248.8K | 0.03% | +20+4.1% | Added |
| NWF Advisory Services Inc. | 503 | $248.8K | 0.04% | +25+5.2% | Added |
| MAS Advisors LLC | 503 | $248.9K | 0.29% | 00.0% | Unchanged |
| McAdam, LLC | 503 | $248.9K | 0.02% | +503 | New |
| Select Asset Management & Trust | 504 | $249.0K | 0.10% | −6−1.2% | Reduced |
| Wharton Business Group, LLC | 504 | $249.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 504 | $249.3K | 0.05% | −21−4.0% | Reduced |
| Taylor Financial Group, Inc. | 505 | $249.8K | 0.19% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 506 | $250.5K | 0.10% | −354−41.2% | Reduced |
| Oliver Luxxe Assets LLC | 507 | $250.8K | 0.05% | −13−2.5% | Reduced |
| KWMG, LLC | 508 | $251.3K | 0.03% | −8−1.6% | Reduced |
| CapWealth Advisors, LLC | 509 | $251.8K | 0.03% | 00.0% | Unchanged |
| High Probability Advisors, LLC | 509 | $251.8K | 0.05% | 00.0% | Unchanged |
| Crestone Asset Management LLC | 510 | $252.3K | 0.05% | +39+8.3% | Added |
| GSB Wealth Management, LLC | 510 | $252.5K | 0.07% | −17−3.2% | Reduced |
| Tobias Financial Advisors, Inc. | 511 | $252.8K | 0.06% | +511 | New |
| Saxony Capital Management, LLC | 512 | $253.1K | 0.31% | −329−39.1% | Reduced |
| Versant Capital Management, Inc | 512 | $253.3K | 0.07% | −67−11.6% | Reduced |
| Fortis Advisors, LLC | 513 | $253.8K | 0.17% | −100−16.3% | Reduced |
| AJ Advisors, LLC | 513 | $253.9K | 0.14% | −118−18.7% | Reduced |
| NovaPoint Capital, LLC | 514 | $254.3K | 0.09% | −107−17.2% | Reduced |
| VisionPoint Advisory Group, LLC | 514 | $254.4K | 0.09% | −52−9.2% | Reduced |
| Foundry Partners, LLC | 515 | $254.8K | 0.01% | −30−5.5% | Reduced |
| RW Investment Management LLC | 515 | $254.8K | 0.04% | −150−22.6% | Reduced |
| Clay Northam Wealth Management, LLC | 515 | $254.8K | 0.21% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 516 | $255.3K | 0.16% | +126+32.3% | Added |
| Centennial Wealth Advisory LLC | 516 | $255.3K | 0.12% | +111+27.4% | Added |
| Pavion Blue Capital, LLC | 518 | $256.3K | 0.13% | −6−1.1% | Reduced |
| Azzad Asset Management Inc | 518 | $256.3K | 0.03% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 518 | $256.3K | 0.23% | 00.0% | Unchanged |
| Forthright Family Wealth Advisory LLC | 518 | $256.3K | 0.17% | +10+2.0% | Added |
| Investment Advisory Group, LLC | 522 | $258.2K | 0.11% | +67+14.7% | Added |
| Delta Investment Management, LLC | 522 | $258.3K | 0.06% | +96+22.5% | Added |
| Matrix Private Capital Group LLC | 523 | $258.7K | 0.18% | −25−4.6% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 524 | $259.0K | 0.12% | +524 | New |
| MN Wealth Advisors, LLC | 523 | $259.0K | 0.16% | −63−10.8% | Reduced |
| Aft, Forsyth & Company, Inc. | 524 | $259.2K | 0.15% | −275−34.4% | Reduced |
| Sentry LLC | 525 | $259.7K | 0.05% | −1−0.2% | Reduced |
| Kuhn & Co Investment Counsel | 525 | $259.7K | 0.24% | −1,514−74.3% | Reduced |
| Corton Capital Inc. | 526 | $260.2K | 0.10% | −363−40.8% | Reduced |
| LifeSteps Financial, Inc. | 526 | $260.2K | 0.20% | 00.0% | Unchanged |
| Team Financial Group, LLC | 526 | $260.3K | 0.18% | −52−9.0% | Reduced |
| Rollins Financial Advisors, LLC | 527 | $260.5K | 0.05% | +527 | New |
| Focused Wealth Management, Inc | 527 | $260.5K | 0.04% | +12+2.3% | Added |
| Elite Life Management LLC | 528 | $261.2K | 1.28% | +10+1.9% | Added |
| Strategic Financial Concepts, LLC | 528 | $261.3K | 0.06% | +528 | New |
| Verity Asset Management, Inc. | 529 | $261.5K | 0.15% | +1+0.2% | Added |
| First Personal Financial Services | 530 | $262.2K | 0.06% | −66−11.1% | Reduced |
| Crew Capital Management, Ltd. | 531 | $262.7K | 0.21% | +531 | New |
| Clarity Wealth Advisors, LLC | 532 | $263.2K | 0.09% | +4+0.8% | Added |
| Palisade Capital Management LLC | 533 | $263.7K | 0.01% | −25−4.5% | Reduced |
| Vantage Consulting Group Inc | 534 | $264.2K | 0.17% | +79+17.4% | Added |
| Smith Shellnut Wilson LLC | 536 | $265.2K | 0.14% | 00.0% | Unchanged |
| Golden Road Advisors LLC | 536 | $265.3K | 0.22% | −42−7.3% | Reduced |
| Acima Private Wealth, LLC | 538 | $266.1K | 0.10% | −20−3.6% | Reduced |
| Cambridge Financial Group, LLC | 543 | $268.4K | 0.13% | −102−15.8% | Reduced |
| United Bank | 543 | $268.6K | 0.03% | +6+1.1% | Added |
| First Citizens Financial Corp | 544 | $269.1K | 0.16% | +19+3.6% | Added |
| Blue Investment Partners LLC | 545 | $269.6K | 0.14% | 00.0% | Unchanged |
| KLR Investment Advisors, LLC | 549 | $269.7K | 0.19% | −253−31.5% | Reduced |
| Laurel Wealth Planning LLC | 545 | $270.0K | 0.18% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 546 | $270.1K | 0.03% | −131−19.4% | Reduced |
| Integris Wealth Management, LLC | 547 | $270.6K | 0.07% | −66−10.8% | Reduced |
| Mystic Asset Management, Inc. | 547 | $270.6K | 0.11% | +105+23.8% | Added |
| Skyline Advisors, Inc. | 547 | $270.8K | 0.12% | −110−16.7% | Reduced |
| Diligent Investors, LLC | 547 | $270.8K | 0.07% | +96+21.3% | Added |
| GSG Advisors LLC | 589 | $270.9K | 0.10% | −224−27.6% | Reduced |
| Kaizen Financial Strategies | 549 | $271.5K | 0.18% | −57−9.4% | Reduced |
| Peninsula Wealth, LLC | 549 | $271.5K | 0.05% | −67−10.9% | Reduced |
| Mainsail Asset Management, LLC | 550 | $272.1K | 0.22% | 00.0% | Unchanged |
| G2 Capital Management, LLC | 551 | $272.4K | 0.09% | +2+0.4% | Added |
| Oakwell Private Wealth Management, LLC | 551 | $272.6K | 0.08% | −5−0.9% | Reduced |
| Barry Investment Advisors, LLC | 552 | $273.2K | 0.09% | +1+0.2% | Added |
| Paces Ferry Wealth Advisors, LLC | 553 | $273.6K | 0.18% | −8−1.4% | Reduced |