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 |
|---|---|---|---|---|---|
| NorthStar Asset Management LLC | 553 | $273.7K | 0.21% | +1+0.2% | Added |
| McIlrath & Eck, LLC | 554 | $274.1K | 0.04% | +12+2.2% | Added |
| Blue Barn Wealth, LLC | 556 | $275.1K | 0.15% | −112−16.8% | Reduced |
| Summit Financial Group Inc | 556 | $275.1K | 0.10% | 00.0% | Unchanged |
| Consilio Wealth Advisors, LLC | 557 | $275.3K | 0.13% | −148−21.0% | Reduced |
| Legacy Financial Strategies, LLC | 559 | $276.8K | 0.07% | +559 | New |
| Pacific Global Investment Management CO | 560 | $276.9K | 0.05% | −7−1.2% | Reduced |
| Lakewood Asset Management LLC | 560 | $277.0K | 0.19% | +1+0.2% | Added |
| Voisard Asset Management Group, Inc. | 561 | $277.5K | 0.16% | −100−15.1% | Reduced |
| OMNI 360 Wealth, Inc. | 561 | $277.7K | 0.23% | +561 | New |
| Tyler-Stone Wealth Management | 563 | $278.3K | 0.12% | −79−12.3% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 563 | $279.0K | 0.11% | −64−10.2% | Reduced |
| EPG Wealth Management LLC | 565 | $279.7K | 0.07% | −50−8.1% | Reduced |
| Standard Family Office LLC | 567 | $280.5K | 0.38% | +567 | New |
| Hibernia Wealth Partners, LLC | 568 | $281.2K | 0.19% | −9−1.6% | Reduced |
| QCM Cayman, Ltd. | 569 | $281.5K | 3.79% | +569 | New |
| Compass Ion Advisors, LLC | 569 | $281.7K | 0.04% | −19−3.2% | Reduced |
| Curran Financial Partners, LLC | 570 | $282.0K | 0.10% | 00.0% | Unchanged |
| Coordinated Financial Services, Inc. | 571 | $282.6K | 0.25% | +571 | New |
| Indie Asset Partners, LLC | 574 | $283.9K | 0.25% | +16+2.9% | Added |
| Forza Wealth Management, LLC | 583 | $288.4K | 0.15% | −260−30.8% | Reduced |
| Probity Advisors, Inc. | 583 | $288.4K | 0.06% | 00.0% | Unchanged |
| Meridian Financial, LLC | 583 | $288.4K | 0.22% | 00.0% | Unchanged |
| Stonehearth Capital Management, LLC | 584 | $288.9K | 0.13% | +54+10.2% | Added |
| Harvest Fund Management Co., Ltd | 585 | $289.0K | 0.03% | −1,653−73.9% | Reduced |
| Wealthcare Capital Management LLC | 585 | $289.4K | 0.03% | −20−3.3% | Reduced |
| Alterna Wealth Management, Inc | 587 | $290.4K | 0.29% | +587 | New |
| Union Savings Bank | 588 | $290.9K | 0.15% | 00.0% | Unchanged |
| Zhang Financial LLC | 590 | $292.1K | 0.02% | +127+27.4% | Added |
| Lodestar Private Asset Management LLC | 591 | $292.4K | 0.04% | −131−18.1% | Reduced |
| One Charles Private Wealth Services, LLC | 592 | $292.9K | 0.13% | +8+1.4% | Added |
| Elevatus Welath Management | 592 | $293.1K | 0.12% | −11−1.8% | Reduced |
| Weaver Consulting Group | 593 | $293.4K | 0.11% | +26+4.6% | Added |
| Old Point Trust & Financial Services N A | 595 | $294.3K | 0.11% | 00.0% | Unchanged |
| Sharkey, Howes & Javer | 597 | $295.1K | 0.05% | +33+5.9% | Added |
| Provenance Wealth Advisors, LLC | 597 | $295.3K | 0.04% | −15−2.5% | Reduced |
| Talisman Wealth Advisors LLC | 598 | $296.0K | 0.37% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 599 | $296.3K | 0.09% | +137+29.7% | Added |
| Kohmann Bosshard Financial Services, LLC | 600 | $296.8K | 0.04% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 603 | $298.5K | 0.10% | +252+71.8% | Added |
| CJM Wealth Advisers, Ltd. | 604 | $298.8K | 0.11% | −6−1.0% | Reduced |
| LaSalle St. Investment Advisors, LLC | 574 | $299.0K | 0.17% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 607 | $300.3K | 0.04% | −21−3.3% | Reduced |
| SJS Investment Consulting Inc. | 608 | $300.8K | 0.06% | +144+31.0% | Added |
| Mengis Capital Management, Inc. | 609 | $301.3K | 0.05% | +609 | New |
| Brave Warrior Advisors, LLC | 610 | $301.8K | 0.01% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 611 | $302.3K | 0.22% | 00.0% | Unchanged |
| Oldfather Financial Services, LLC | 612 | $302.8K | 0.12% | −952−60.9% | Reduced |
| Embree Financial Group | 613 | $303.1K | 0.06% | +66+12.1% | Added |
| Range Financial Group LLC | 613 | $303.3K | 0.16% | +55+9.9% | Added |
| West Bancorporation Inc | 614 | $303.7K | 0.20% | −32−5.0% | Reduced |
| Inceptionr LLC | 615 | $304.2K | 0.08% | −69−10.1% | Reduced |
| Olistico Wealth, LLC | 615 | $304.5K | 0.22% | −3−0.5% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 616 | $304.7K | 0.01% | +616 | New |
| IMZ Advisory Inc | 617 | $305.2K | 0.16% | −15−2.4% | Reduced |
| Security Financial Services, INC. | 617 | $305.2K | 0.07% | +59+10.6% | Added |
| LVZ Advisors, Inc. | 618 | $305.5K | 0.04% | −405−39.6% | Reduced |
| Gillespie Robinson & Grimm Inc | 618 | $305.7K | 0.03% | 00.0% | Unchanged |
| Swisher Financial Concepts, Inc. | 683 | $306.0K | 0.27% | −22−3.1% | Reduced |
| Private Client Services, LLC | 619 | $306.1K | 0.21% | −23−3.6% | Reduced |
| Frazier Financial Advisors, LLC | 620 | $306.5K | 0.25% | −51−7.6% | Reduced |
| Crumly & Associates Inc. | 620 | $306.7K | 0.08% | −10−1.6% | Reduced |
| Seed Wealth Management, Inc. | 627 | $307.0K | 0.29% | 00.0% | Unchanged |
| Tactive Advisors, LLC | 621 | $307.2K | 0.16% | −27−4.2% | Reduced |
| Citizens & Northern Corp | 621 | $307.2K | 0.10% | −17−2.7% | Reduced |
| Bridge Advisory, LLC | 621 | $307.4K | 0.15% | +76+13.9% | Added |
| Xcel Wealth Management, LLC | 622 | $307.7K | 0.10% | −84−11.9% | Reduced |
| Lakeshore Financial Planning, Inc. | 622 | $308.0K | 0.16% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 625 | $309.3K | 0.23% | −3−0.5% | Reduced |
| Aufman Associates Inc | 625 | $309.4K | 0.22% | 00.0% | Unchanged |
| V2 Financial group LLC | 626 | $309.7K | 0.21% | +223+55.3% | Added |
| Cypress Financial Planning LLC | 628 | $310.7K | 0.14% | +628 | New |
| Willis Johnson & Associates, Inc. | 629 | $311.0K | 0.03% | +92+17.1% | Added |
| Stephenson & Company, Inc. | 629 | $311.2K | 0.23% | −4−0.6% | Reduced |
| Northstar Group, Inc. | 629 | $311.2K | 0.06% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 629 | $311.3K | 0.21% | +107+20.5% | Added |
| Dash Acquisitions Inc. | 650 | $311.3K | 0.10% | +27+4.3% | Added |
| Edgemoor Investment Advisors, Inc. | 630 | $311.7K | 0.03% | −20−3.1% | Reduced |
| Covestor Ltd | 630 | $312.0K | 0.20% | +101+19.1% | Added |
| Wealth Dimensions Group, Ltd. | 632 | $312.5K | 0.09% | −68−9.7% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 632 | $312.7K | 0.02% | +25+4.1% | Added |
| One + One Wealth Management, LLC | 636 | $314.6K | 0.18% | 00.0% | Unchanged |
| MGO Private Wealth, LLC | 637 | $315.1K | 0.20% | 00.0% | Unchanged |
| BIP Wealth, LLC | 637 | $315.1K | 0.02% | +16+2.6% | Added |
| Custos Family Office, LLC | 637 | $315.1K | 0.16% | −23−3.5% | Reduced |
| Concentric Wealth Management, LLC | 640 | $316.6K | 0.08% | +140+28.0% | Added |
| Wayfinding Financial, LLC | 629 | $317.0K | 0.19% | −184−22.6% | Reduced |
| Osterweis Capital Management Inc | 641 | $317.1K | 0.02% | −134−17.3% | Reduced |
| BlackDiamond Wealth Management Inc. | 641 | $317.1K | 0.23% | −136−17.5% | Reduced |
| MBA Advisors LLC | 641 | $317.1K | 0.16% | 00.0% | Unchanged |
| M. Kraus & Co | 645 | $319.1K | 0.10% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 646 | $319.7K | 0.11% | +16+2.5% | Added |
| LBMC Investment Advisors, LLC | 647 | $320.1K | 0.03% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 648 | $320.6K | 0.02% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 649 | $321.1K | 0.08% | 00.0% | Unchanged |
| Howard Wealth Management, LLC | 650 | $321.6K | 0.26% | +6+0.9% | Added |
| Tempus Wealth Planning, LLC | 652 | $322.4K | 0.14% | +211+47.8% | Added |
| Wetzel Investment Advisors, Inc. | 655 | $323.0K | 0.19% | +18+2.8% | Added |
| Verity & Verity, LLC | 653 | $323.0K | 0.04% | +44+7.2% | Added |
| Sittner & Nelson, LLC | 655 | $324.2K | 0.16% | 00.0% | Unchanged |