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 |
|---|---|---|---|---|---|
| First United Bank Trust | 865 | $427.9K | 0.16% | 00.0% | Unchanged |
| Fox Hill Wealth Management | 866 | $428.6K | 0.29% | −2,950−77.3% | Reduced |
| Cairn Investment Group, Inc. | 867 | $429.0K | 0.25% | 00.0% | Unchanged |
| Lanham O'Dell & Company, Inc. | 869 | $429.9K | 0.24% | +14+1.6% | Added |
| Centennial Bank | 870 | $430.4K | 0.22% | −50−5.4% | Reduced |
| Birchcreek Wealth Management, LLC | 870 | $430.4K | 0.23% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 880 | $431.1K | 0.12% | +5+0.6% | Added |
| Atlas Private Wealth Advisors | 878 | $434.0K | 0.15% | −874−49.9% | Reduced |
| SOA Wealth Advisors, LLC. | 878 | $434.4K | 0.09% | +36+4.3% | Added |
| Investors Asset Management of Georgia Inc | 879 | $434.8K | 0.20% | −632−41.8% | Reduced |
| One Day In July LLC | 879 | $434.8K | 0.06% | +137+18.5% | Added |
| Private Capital Management LLC | 879 | $434.8K | 0.10% | −91−9.4% | Reduced |
| REDW Wealth LLC | 879 | $434.8K | 0.12% | −5−0.6% | Reduced |
| H&H Retirement Design & Management INC | 887 | $435.7K | 0.29% | +887 | New |
| Schaper Benz & Wise Investment Counsel Inc | 882 | $436.1K | 0.04% | +1+0.1% | Added |
| Satovsky Asset Management LLC | 882 | $436.2K | 0.13% | +4+0.5% | Added |
| Ridgecrest Wealth Partners, LLC | 883 | $436.7K | 0.26% | +1+0.1% | Added |
| M3 Advisory Group, LLC | 885 | $437.9K | 0.40% | +198+28.8% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 886 | $438.0K | 0.01% | −3,581−80.2% | Reduced |
| Cooper/Haims Advisors, LLC | 886 | $438.2K | 0.25% | −38−4.1% | Reduced |
| Juncture Wealth Strategies, LLC | 886 | $438.3K | 0.19% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 886 | $438.3K | 0.03% | −495−35.8% | Reduced |
| Peterson Wealth Services | 888 | $439.1K | 0.16% | +10+1.1% | Added |
| Objective Capital Management, LLC | 888 | $439.3K | 0.30% | −5−0.6% | Reduced |
| Albert D Mason Inc | 890 | $440.0K | 0.27% | −8−0.9% | Reduced |
| Liberty Wealth Management LLC | 882 | $442.0K | 0.09% | −11−1.2% | Reduced |
| Values Added Financial LLC | 894 | $442.3K | 0.34% | −165−15.6% | Reduced |
| Etesian Wealth Advisors, Inc. | 896 | $443.3K | 0.25% | −84−8.6% | Reduced |
| Green Harvest Asset Management LLC | 896 | $443.4K | 0.01% | −18−2.0% | Reduced |
| Gateway Wealth Partners, LLC | 898 | $444.1K | 0.16% | +143+18.9% | Added |
| Mosley Wealth Management | 898 | $444.2K | 0.42% | −9−1.0% | Reduced |
| Old Port Advisors | 902 | $446.0K | 0.14% | −19−2.1% | Reduced |
| Heritage Wealth Management, Inc. | 902 | $446.2K | 0.44% | −3−0.3% | Reduced |
| Titleist Asset Management, LLC | 903 | $446.7K | 0.08% | −1,170−56.4% | Reduced |
| Salvus Wealth Management, LLC | 903 | $446.7K | 0.31% | −19−2.1% | Reduced |
| Jamison Private Wealth Management, Inc. | 905 | $447.6K | 0.08% | +168+22.8% | Added |
| Mayport, LLC | 909 | $449.6K | 0.17% | 00.0% | Unchanged |
| Delap Wealth Advisory, LLC | 910 | $450.2K | 0.18% | +301+49.4% | Added |
| Towerpoint Wealth, LLC | 911 | $450.7K | 0.23% | +28+3.2% | Added |
| Deseret Mutual Benefit Administrators | 912 | $451.2K | 0.23% | +36+4.1% | Added |
| New England Capital Financial Advisors LLC | 918 | $454.0K | 0.26% | +1+0.1% | Added |
| Savvy Advisors, Inc. | 919 | $454.7K | 0.26% | +331+56.3% | Added |
| Insight Folios Inc | 922 | $456.0K | 0.18% | −2−0.2% | Reduced |
| Garden State Investment Advisory Services LLC | 924 | $456.3K | 0.17% | +32+3.6% | Added |
| Klingenstein Fields & Co LP | 923 | $456.6K | 0.02% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 926 | $458.1K | 0.88% | +1+0.1% | Added |
| Creative Financial Designs Inc | 926 | $458.1K | 0.04% | +32+3.6% | Added |
| Innova Wealth Partners | 927 | $458.6K | 0.35% | +114+14.0% | Added |
| Private Ocean, LLC | 928 | $458.9K | 0.05% | +4+0.4% | Added |
| Clare Market Investments LLC | 928 | $459.3K | 0.14% | +1+0.1% | Added |
| Kapitalo Investimentos Ltda | 930 | $460.1K | 0.10% | −170−15.5% | Reduced |
| Pettyjohn, Wood & White, Inc | 930 | $460.1K | 0.09% | −10−1.1% | Reduced |
| Matisse Capital | 930 | $460.1K | 0.22% | −4−0.4% | Reduced |
| Auxano Advisors, LLC | 931 | $460.6K | 0.13% | +477+105.1% | Added |
| Security National Bank of So Dak | 932 | $461.1K | 0.28% | −4−0.4% | Reduced |
| Lantz Financial LLC | 932 | $461.1K | 0.15% | +44+5.0% | Added |
| Belmont Capital, LLC | 933 | $461.4K | 0.13% | −15−1.6% | Reduced |
| Cascade Investment Group, Inc. | 935 | $462.4K | 0.35% | −60−6.0% | Reduced |
| Altus Wealth Group LLC | 935 | $462.5K | 0.23% | −48−4.9% | Reduced |
| Bruce G. Allen Investments, LLC | 938 | $464.0K | 0.38% | +58+6.6% | Added |
| Staley Capital Advisers Inc | 939 | $464.5K | 0.02% | −125−11.7% | Reduced |
| Balboa Wealth Partners | 940 | $465.2K | 0.15% | +12+1.3% | Added |
| Abel Hall, LLC | 941 | $465.5K | 0.35% | +14+1.5% | Added |
| Van Strum & Towne Inc. | 945 | $467.5K | 0.17% | 00.0% | Unchanged |
| Red Wave Investments LLC | 946 | $468.0K | 0.18% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 948 | $469.0K | 0.23% | +54+6.0% | Added |
| Klingman & Associates, LLC | 949 | $469.5K | 0.03% | −70−6.9% | Reduced |
| Linscomb & Williams, Inc. | 949 | $469.6K | 0.02% | −29−3.0% | Reduced |
| Nixon Peabody Trust Co | 951 | $470.5K | 0.04% | −24−2.5% | Reduced |
| Aprio Wealth Management, LLC | 955 | $472.5K | 0.09% | +264+38.2% | Added |
| Waddell & Associates, LLC | 955 | $472.6K | 0.06% | −680−41.6% | Reduced |
| Amplius Wealth Advisors, LLC | 955 | $472.6K | 0.05% | −38−3.8% | Reduced |
| Integral Investment Advisors, Inc. | 963 | $474.6K | 0.20% | +526+120.4% | Added |
| TFB Advisors LLC | 982 | $475.4K | 0.17% | +365+59.2% | Added |
| Sherbrooke Park Advisers LLC | 961 | $475.4K | 0.09% | +961 | New |
| LifePro Asset Management | 964 | $476.9K | 0.31% | +964 | New |
| Private Wealth Partners, LLC | 966 | $478.1K | 0.04% | +500+107.3% | Added |
| Roman Butler Fullerton & Co | 976 | $479.2K | 0.18% | −164−14.4% | Reduced |
| Greenwood Gearhart Inc | 971 | $480.4K | 0.05% | +11+1.1% | Added |
| Genesee Capital Advisors, LLC | 974 | $481.7K | 0.26% | +3+0.3% | Added |
| Founders Financial Alliance, LLC | 974 | $481.8K | 0.14% | −1,155−54.3% | Reduced |
| Hodges Capital Management Inc. | 975 | $482.0K | 0.03% | −1,324−57.6% | Reduced |
| Ellsworth Advisors, LLC | 1,109 | $487.2K | 0.14% | +178+19.1% | Added |
| Hengehold Capital Management LLC | 985 | $487.2K | 0.05% | −47−4.6% | Reduced |
| Palmer Knight Co | 985 | $487.3K | 0.24% | −12−1.2% | Reduced |
| New Potomac Partners, LLC | 989 | $489.5K | 0.27% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 992 | $490.8K | 0.49% | −20−2.0% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 993 | $491.2K | 0.09% | +225+29.3% | Added |
| Coastal Bridge Advisors, LLC | 993 | $491.3K | 0.11% | 00.0% | Unchanged |
| Bright Futures Wealth Management, LLC. | 1,020 | $496.3K | 0.27% | +1,020 | New |
| Fogel Capital Management, Inc. | 1,009 | $496.9K | 0.29% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 1,005 | $497.1K | 0.05% | −45−4.3% | Reduced |
| Future Financial Wealth Managment LLC | 1,011 | $500.1K | 0.38% | −215−17.5% | Reduced |
| Burr Financial Services, LLC | 1,002 | $502.0K | 0.39% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 1,016 | $502.6K | 0.08% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 1,017 | $502.9K | 0.18% | −92−8.3% | Reduced |
| Sandy Cove Advisors, LLC | 1,018 | $503.6K | 0.23% | +52+5.4% | Added |
| BCS Wealth Management | 1,019 | $504.0K | 0.16% | −31−3.0% | Reduced |
| Barrett & Company, Inc. | 1,019 | $504.1K | 0.24% | −45−4.2% | Reduced |
| Bill Few Associates, Inc. | 1,019 | $504.1K | 0.20% | −27−2.6% | Reduced |