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
- 3,384
- +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
- 1,308 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 |
|---|---|---|---|---|---|
| Brown Capital Management LLC | 748 | $370.0K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 749 | $370.5K | 0.04% | −454−37.7% | Reduced |
| First Dallas Securities Inc. | 750 | $371.0K | 0.17% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 751 | $371.5K | 0.30% | −30−3.8% | Reduced |
| Sustainable Insight Capital Management, LLC | 756 | $374.0K | 0.27% | −100−11.7% | Reduced |
| Clark Financial Services Group Inc | 757 | $374.0K | 0.45% | −2−0.3% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 760 | $374.0K | 0.17% | −167−18.0% | Reduced |
| Dentgroup LLC | 757 | $374.4K | 0.31% | −70−8.5% | Reduced |
| Davis Capital Management | 766 | $375.1K | 0.33% | −67−8.0% | Reduced |
| Apella Capital, LLC | 816 | $375.1K | 0.02% | −123−13.1% | Reduced |
| D.B. Root & Company, LLC | 760 | $376.0K | 0.13% | +760 | New |
| Reynders McVeigh Capital Management, LLC | 760 | $376.0K | 0.02% | +40+5.6% | Added |
| waypoint wealth counsel | 760 | $376.2K | 0.29% | +28+3.8% | Added |
| Red Lighthouse Investment Management, LLC | 761 | $376.5K | 0.15% | +4+0.5% | Added |
| Brooks, Moore & Associates, Inc. | 762 | $377.0K | 0.24% | −32−4.0% | Reduced |
| JFS Wealth Advisors, LLC | 763 | $377.4K | 0.03% | +60+8.5% | Added |
| Kelman-Lazarov, Inc. | 764 | $378.0K | 0.07% | 00.0% | Unchanged |
| Independent Family Office, LLC | 766 | $378.9K | 0.20% | +130+20.4% | Added |
| Alpine Woods Capital Investors, LLC | 785 | $379.7K | 0.08% | −25−3.1% | Reduced |
| Birch Hill Investment Advisors LLC | 768 | $379.9K | 0.02% | +20+2.7% | Added |
| Garrison Asset Management, LLC | 769 | $380.4K | 0.20% | −10−1.3% | Reduced |
| Westmount Partners, LLC | 769 | $380.6K | 0.14% | −92−10.7% | Reduced |
| Columbia Asset Management | 724 | $381.0K | 0.08% | 00.0% | Unchanged |
| Ewa, LLC | 745 | $381.9K | 0.17% | +745 | New |
| Taylor & Morgan Wealth Management, LLC | 773 | $382.2K | 0.28% | +1+0.1% | Added |
| Benchmark Financial Wealth Advisors, LLC | 775 | $383.3K | 0.15% | +80+11.5% | Added |
| Sienna Gestion | 775 | $383.4K | 0.04% | +775 | New |
| McDaniel Terry & Co | 776 | $384.0K | 0.03% | +132+20.5% | Added |
| Edge Wealth Management LLC | 777 | $384.4K | 0.08% | +360+86.3% | Added |
| Rakuten Securities, Inc. | 777 | $384.4K | 0.17% | +487+167.9% | Added |
| Investmark Advisory Group LLC | 780 | $385.9K | 0.21% | +1+0.1% | Added |
| Tandem Wealth Advisors LLC | 781 | $386.4K | 0.21% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 792 | $387.8K | 0.17% | 00.0% | Unchanged |
| Aviso Wealth Management | 786 | $388.8K | 0.25% | +231+41.6% | Added |
| Wendell David Associates Inc | 787 | $389.0K | 0.04% | −60−7.1% | Reduced |
| Cascade Financial Partners, LLC | 889 | $390.4K | 0.06% | +889 | New |
| Continuum Wealth Advisors, LLC | 791 | $391.3K | 0.22% | −75−8.7% | Reduced |
| Avenue 1 Advisors, LLC | 792 | $391.8K | 0.16% | −20−2.5% | Reduced |
| Element Wealth, LLC | 792 | $392.0K | 0.23% | +29+3.8% | Added |
| Avaii Wealth Management, LLC | 793 | $392.3K | 0.23% | −57−6.7% | Reduced |
| BlueChip Wealth Advisors LLC | 794 | $393.0K | 0.25% | −263−24.9% | Reduced |
| Gemmer Asset Management LLC | 796 | $393.8K | 0.05% | +104+15.0% | Added |
| Shulman DeMeo Asset Management LLC | 797 | $394.1K | 0.10% | +3+0.4% | Added |
| Ritter Daniher Financial Advisory LLC | 797 | $394.3K | 0.13% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 798 | $394.8K | 0.18% | +65+8.9% | Added |
| Meridian Wealth Partners, LLC | 805 | $398.1K | 0.07% | +55+7.3% | Added |
| Beaton Management Co. Inc. | 806 | $399.0K | 0.22% | +2+0.2% | Added |
| Capital Markets Trading UK LLP | 806 | $399.0K | 0.29% | +806 | New |
| Newbridge Financial Services Group, Inc. | 807 | $399.3K | 0.17% | −327−28.8% | Reduced |
| Bernardo Wealth Planning LLC | 808 | $400.0K | 0.11% | +41+5.3% | Added |
| Truepoint, Inc. | 809 | $400.2K | 0.01% | −1,601−66.4% | Reduced |
| ETF Portfolio Partners, Inc. | 809 | $400.2K | 0.13% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 810 | $400.7K | 0.24% | 00.0% | Unchanged |
| Client 1st Advisory Group, LLC | 810 | $400.7K | 0.18% | +65+8.7% | Added |
| WealthPlan Investment Management, LLC | 811 | $401.2K | 0.06% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 813 | $402.2K | 0.27% | −697−46.2% | Reduced |
| Octavia Wealth Advisors, LLC | 813 | $402.2K | 0.06% | −56−6.4% | Reduced |
| Benin Management CORP | 814 | $402.7K | 0.13% | +10+1.2% | Added |
| West Wealth Group, LLC | 814 | $402.8K | 0.15% | +2+0.2% | Added |
| Emergent Wealth Advisors, LLC | 816 | $403.5K | 0.35% | +816 | New |
| Center for Financial Planning, Inc. | 816 | $403.7K | 0.06% | +15+1.9% | Added |
| Cherry Tree Wealth Management, LLC | 817 | $404.0K | 0.10% | 00.0% | Unchanged |
| Philadelphia Trust Co | 816 | $404.0K | 0.03% | +20+2.5% | Added |
| Kaydan Wealth Management, Inc. | 817 | $404.2K | 0.14% | −19−2.3% | Reduced |
| Verus Capital Partners, LLC | 817 | $404.4K | 0.04% | −295−26.5% | Reduced |
| ProVise Management Group, LLC | 821 | $406.2K | 0.04% | −4,435−84.4% | Reduced |
| Global Strategic Investment Solutions, LLC | 822 | $406.6K | 0.05% | +15+1.9% | Added |
| Clear Rock Advisors, LLC | 824 | $407.6K | 0.18% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 825 | $408.1K | 0.03% | +32+4.0% | Added |
| Allegheny Financial Group LTD | 826 | $408.6K | 0.13% | −456−35.6% | Reduced |
| 360 Financial, Inc. | 826 | $408.6K | 0.16% | −180−17.9% | Reduced |
| Forefront Analytics, LLC | 824 | $409.4K | 0.20% | +285+52.9% | Added |
| Michael S. Ryan, Inc. | 833 | $412.1K | 0.33% | −33−3.8% | Reduced |
| Spectrum Wealth Counsel, LLC | 835 | $412.9K | 0.05% | −12,492−93.7% | Reduced |
| Mascoma Wealth Management LLC | 835 | $413.1K | 0.12% | 00.0% | Unchanged |
| QVR LLC | 835 | $413.1K | 0.07% | +835 | New |
| Aldebaran Financial Inc. | 838 | $414.6K | 0.62% | −167−16.6% | Reduced |
| Lion Street Advisors, LLC | 788 | $414.9K | 0.17% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 867 | $415.4K | 0.14% | +72+9.1% | Added |
| Byrne Asset Management LLC | – | $415.5K | 0.29% | – | – |
| Fiduciary Alliance LLC | 849 | $415.9K | 0.07% | +7+0.8% | Added |
| Elite Wealth Management, Inc. | 841 | $416.0K | 0.10% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 841 | $416.1K | 0.09% | +12+1.4% | Added |
| McGowan Group Asset Management, Inc. | 842 | $416.4K | 0.06% | −21−2.4% | Reduced |
| Horizon Financial Services, LLC | 842 | $416.5K | 0.27% | −22−2.5% | Reduced |
| Rodgers Brothers Inc. | 842 | $416.5K | 0.06% | +20+2.4% | Added |
| Capstone Financial Advisors, Inc. | 844 | $417.5K | 0.03% | 00.0% | Unchanged |
| Echo45 Advisors LLC | 845 | $418.0K | 0.30% | −40−4.5% | Reduced |
| Pasadena Private Wealth, LLC | 848 | $419.4K | 0.10% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 848 | $419.5K | 0.29% | +56+7.1% | Added |
| Perennial Advisors, LLC | 854 | $422.5K | 0.10% | 00.0% | Unchanged |
| Legacy Trust | 854 | $422.5K | 0.11% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 856 | $423.2K | 0.18% | −176−17.1% | Reduced |
| Fairview Capital Investment Management, LLC | 856 | $423.5K | 0.02% | −200−18.9% | Reduced |
| Tidemark, LLC | 858 | $424.4K | 0.24% | +199+30.2% | Added |
| Jmac Enterprises LLC | 859 | $424.9K | 0.08% | −5−0.6% | Reduced |
| Cipher Capital LP | 860 | $425.4K | 0.20% | +239+38.5% | Added |
| Gallagher Fiduciary Advisors, LLC | 861 | $425.8K | 0.02% | −18−2.0% | Reduced |
| Seamount Financial Group Inc | 862 | $426.4K | 0.37% | −842−49.4% | Reduced |
| Mustard Seed Financial, LLC | 865 | $427.9K | 0.43% | 00.0% | Unchanged |