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 |
|---|---|---|---|---|---|
| Invictus Private Wealth, LLC | 656 | $324.5K | 0.03% | −75−10.3% | Reduced |
| J.Safra Asset Management Corp | 656 | $324.5K | 0.04% | +151+29.9% | Added |
| Von Berge Wealth Management Group, LLC | 658 | $325.4K | 0.21% | +49+8.0% | Added |
| UMA Financial Services, Inc. | 695 | $325.9K | 0.07% | +297+74.6% | Added |
| Aspen Investment Management Inc | 658 | $326.0K | 0.17% | 00.0% | Unchanged |
| Intelligence Driven Advisers, LLC | 659 | $326.0K | 0.05% | −383−36.8% | Reduced |
| Disciplined Equity Management, Inc. | 660 | $326.5K | 0.22% | −1,594−70.7% | Reduced |
| JGP Wealth Management, LLC | 660 | $326.5K | 0.05% | +56+9.3% | Added |
| Twin Focus Capital Partners, LLC | 662 | $327.5K | 0.06% | +225+51.5% | Added |
| Verde Capital Management | 662 | $327.7K | 0.11% | +662 | New |
| Kinloch Capital, LLC | 664 | $328.5K | 0.17% | −20−2.9% | Reduced |
| Custom Portfolio Group LLC | 664 | $328.5K | 0.27% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 665 | $329.0K | 0.05% | −29−4.2% | Reduced |
| Drake & Associates, LLC | 665 | $329.0K | 0.12% | +16+2.5% | Added |
| Motive Wealth Advisors | 665 | $329.0K | 0.20% | +224+50.8% | Added |
| DCM Advisors, LLC | 665 | $329.0K | 0.14% | −1,633−71.1% | Reduced |
| Yeomans Consulting Group, Inc. | 666 | $329.5K | 0.14% | +58+9.5% | Added |
| Lansing Street Advisors | 667 | $329.9K | 0.15% | +25+3.9% | Added |
| Custom Index Systems, LLC | 667 | $330.0K | 0.19% | +667 | New |
| Southeast Asset Advisors Inc. | 668 | $330.6K | 0.04% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 669 | $331.0K | 0.04% | 00.0% | Unchanged |
| Landaas & Co | 671 | $332.0K | 0.11% | +2+0.3% | Added |
| Flaharty Asset Management, LLC | 674 | $333.4K | 0.05% | −6−0.9% | Reduced |
| Sentinus, LLC | 676 | $334.6K | 0.12% | +676 | New |
| 1858 Wealth Management, LLC | 637 | $335.4K | 0.32% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 681 | $336.9K | 0.21% | −63−8.5% | Reduced |
| Crown Wealth Group, LLC | 682 | $337.2K | 0.17% | +30+4.6% | Added |
| Burke & Herbert Bank & Trust Co | 684 | $338.4K | 0.25% | −216−24.0% | Reduced |
| CWS Financial Advisors, LLC | 684 | $338.4K | 0.14% | −161−19.1% | Reduced |
| Baker Ellis Asset Management LLC | 684 | $338.4K | 0.05% | −110−13.9% | Reduced |
| Woodstock Corp | 684 | $338.4K | 0.04% | −100−12.8% | Reduced |
| Blueprint Investment Partners LLC | 684 | $338.4K | 0.07% | −3,020−81.5% | Reduced |
| Autumn Glory Partners, LLC | 685 | $338.9K | 0.17% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 686 | $339.6K | 0.17% | −530−43.6% | Reduced |
| Seldon Capital LP | 687 | $339.9K | 0.21% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 688 | $340.2K | 0.29% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 688 | $340.4K | 0.03% | −136−16.5% | Reduced |
| Redwood Financial Network Corp | 689 | $340.9K | 0.30% | −30−4.2% | Reduced |
| Strait & Sound Wealth Management LLC | 774 | $341.9K | 0.19% | +111+16.7% | Added |
| Mizuho Markets Cayman LP | 675 | $342.7K | 0.21% | +675 | New |
| Family Firm, Inc. | 693 | $342.7K | 0.08% | +2+0.3% | Added |
| Shilanski & Associates, Inc. | 693 | $343.0K | 0.12% | +10+1.5% | Added |
| Kerntke Otto McGlone Wealth Management Group | 694 | $343.5K | 0.34% | −5−0.7% | Reduced |
| Rise Advisors, LLC | 694 | $343.6K | 0.18% | +481+225.8% | Added |
| Cherrydale Wealth Management, LLC | 695 | $343.7K | 0.16% | +29+4.4% | Added |
| Brogan Financial, Inc. | 695 | $344.0K | 0.23% | +302+76.8% | Added |
| Index Fund Advisors, Inc. | 697 | $344.8K | 0.02% | 00.0% | Unchanged |
| SFE Investment Counsel | 698 | $345.3K | 0.08% | +698 | New |
| Fermata Advisors, LLC | 699 | $345.6K | 0.08% | +235+50.6% | Added |
| RTD Financial Advisors, Inc. | 699 | $345.8K | 0.05% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 700 | $345.9K | 0.01% | −119−14.5% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 700 | $346.3K | 0.06% | +700 | New |
| American Financial Advisors, LLC | 701 | $346.8K | 0.05% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 701 | $346.8K | 0.19% | 00.0% | Unchanged |
| Michael B. Yongue | 702 | $347.3K | 0.30% | +702 | New |
| Cutter & CO Brokerage, Inc. | 703 | $347.7K | 0.09% | −500−41.6% | Reduced |
| Cottonwood Capital Advisors, LLC | 782 | $348.5K | 0.28% | −54−6.5% | Reduced |
| Indiana Trust & Investment Management CO | 705 | $348.8K | 0.14% | −40−5.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 704 | $349.0K | 0.21% | −47−6.3% | Reduced |
| Syverson Strege & Co | 706 | $349.0K | 0.13% | +130+22.6% | Added |
| Creekmur Asset Management LLC | 706 | $349.1K | 0.12% | +75+11.9% | Added |
| Laffer Tengler Investments | 707 | $349.8K | 0.09% | +184+35.2% | Added |
| Element Pointe Advisors, LLC | 708 | $350.2K | 0.09% | −291−29.1% | Reduced |
| Commonwealth Financial Services, LLC | 666 | $350.6K | 0.08% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 709 | $350.7K | 0.07% | −38−5.1% | Reduced |
| Newton One Investments LLC | 709 | $350.9K | 0.15% | +2+0.3% | Added |
| AlphaStar Capital Management, LLC | 709 | $351.0K | 0.04% | −91−11.4% | Reduced |
| Worth Asset Management, LLC | 710 | $351.2K | 0.22% | −3,586−83.5% | Reduced |
| Green Square Capital Advisors LLC | 711 | $351.7K | 0.05% | +711 | New |
| Omnia Family Wealth, LLC | 713 | $352.7K | 0.17% | +110+18.2% | Added |
| Monterey Private Wealth, Inc. | 714 | $353.1K | 0.14% | +6+0.8% | Added |
| Marino, Stram & Associates LLC | 715 | $353.6K | 0.08% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 718 | $355.2K | 0.06% | −4−0.6% | Reduced |
| New World Advisors LLC | 719 | $355.7K | 0.10% | −28−3.7% | Reduced |
| Cornerstone Capital, Inc. | 720 | $356.2K | 0.04% | −215−23.0% | Reduced |
| Watts Gwilliam & Co., LLC | 695 | $357.0K | 0.11% | +695 | New |
| Bath Savings Trust Co | 722 | $357.2K | 0.04% | +13+1.8% | Added |
| Exchange Bank | 722 | $357.2K | 0.29% | −12−1.6% | Reduced |
| NDVR, Inc. | 723 | $357.7K | 0.34% | +22+3.1% | Added |
| Werba Rubin Papier Wealth Management | 724 | $358.0K | 0.10% | +49+7.3% | Added |
| Fortem Financial Group, LLC | 724 | $358.3K | 0.16% | −57−7.3% | Reduced |
| Signet Financial Management, LLC | 725 | $358.4K | 0.05% | +54+8.0% | Added |
| Foster Victor Wealth Advisors, LLC | 812 | $358.7K | 0.03% | −3−0.4% | Reduced |
| Narus Financial Partners, LLC | 727 | $359.6K | 0.15% | 00.0% | Unchanged |
| Orion Capital Management LLC | 729 | $360.6K | 0.19% | −34−4.5% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 733 | $362.8K | 0.22% | 00.0% | Unchanged |
| Caitlin John, LLC | 734 | $362.9K | 0.28% | +1+0.1% | Added |
| Eubel Brady & Suttman Asset Management Inc | 733 | $363.0K | 0.05% | +14+1.9% | Added |
| Barnes Pettey Financial Advisors, LLC | 735 | $363.6K | 0.31% | −3−0.4% | Reduced |
| Rosenbaum Jay D. | 736 | $364.1K | 2.07% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 736 | $364.1K | 0.23% | +209+39.7% | Added |
| Apriem Advisors | 737 | $364.6K | 0.05% | +737 | New |
| Arbor Investment Advisors, LLC | 738 | $365.1K | 0.05% | +21+2.9% | Added |
| Financial Planning & Information Services, Inc. | 738 | $365.2K | 0.05% | 00.0% | Unchanged |
| Williams & Novak, LLC | 694 | $365.4K | 0.42% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 740 | $365.9K | 0.15% | +1+0.1% | Added |
| Boston Research & Management Inc | 740 | $366.0K | 0.09% | 00.0% | Unchanged |
| Bank Ozk | 741 | $366.6K | 0.16% | −4−0.5% | Reduced |
| Emerald Advisors, LLC | 744 | $368.0K | 0.07% | +36+5.1% | Added |
| Merriman Wealth Management, LLC | 746 | $369.0K | 0.02% | −418−35.9% | Reduced |