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 Heartland Consultants, Inc. | 1,020 | $505.0K | 0.05% | +203+24.8% | Added |
| Callan Capital, LLC | 1,021 | $505.1K | 0.04% | +139+15.8% | Added |
| Garde Capital, Inc. | 1,023 | $506.0K | 0.04% | +2+0.2% | Added |
| Lesa Sroufe & Co | 1,025 | $507.0K | 0.47% | 00.0% | Unchanged |
| Orser Capital Management, LLC | 1,028 | $508.6K | 0.50% | +578+128.4% | Added |
| HFR Wealth Management, LLC | 1,030 | $509.5K | 0.13% | 00.0% | Unchanged |
| SWP Financial LLC | 1,030 | $509.5K | 0.36% | +4+0.4% | Added |
| World Equity Group, Inc. | 1,031 | $509.8K | 0.10% | −714−40.9% | Reduced |
| TCWP LLC | 1,032 | $510.5K | 1.36% | −27−2.5% | Reduced |
| BHK Investment Advisors, LLC | 1,034 | $511.6K | 0.20% | +403+63.9% | Added |
| HHM Wealth Advisors, LLC | 1,035 | $512.0K | 0.08% | −38−3.5% | Reduced |
| Unionview, LLC | 1,036 | $512.5K | 0.42% | −40−3.7% | Reduced |
| Renaissance Investment Group LLC | 1,041 | $515.0K | 0.12% | −35−3.3% | Reduced |
| Carr Financial Group Corp | 1,042 | $515.4K | 0.17% | −120−10.3% | Reduced |
| Verdad Advisers, LP | 1,042 | $515.5K | 0.56% | +1,042 | New |
| Heck Capital Advisors, LLC | 1,043 | $516.0K | 0.08% | −11−1.0% | Reduced |
| Alhambra Investment Partners LLC | 1,044 | $516.5K | 0.28% | −5−0.5% | Reduced |
| Core Wealth Partners LLC | 1,044 | $516.5K | 0.39% | +40+4.0% | Added |
| Paragon Private Wealth Management, LLC | 1,045 | $517.0K | 0.31% | +3+0.3% | Added |
| Caldwell Sutter Capital, Inc. | 1,047 | $518.0K | 0.25% | −1,002−48.9% | Reduced |
| Vista Wealth Management Group, LLC | 1,048 | $518.7K | 0.04% | −222−17.5% | Reduced |
| Tower Wealth Partners, Inc. | 1,050 | $519.4K | 0.34% | +75+7.7% | Added |
| Rappaport Reiches Capital Management, LLC | 1,052 | $520.6K | 0.16% | +2+0.2% | Added |
| Perritt Capital Management Inc | 1,052 | $520.9K | 0.28% | 00.0% | Unchanged |
| Buska Wealth Management, LLC | 1,053 | $520.9K | 0.23% | +1,053 | New |
| New Century Financial Group, LLC | 1,055 | $521.9K | 0.36% | −233−18.1% | Reduced |
| Horan Capital Advisors, LLC. | 1,056 | $522.4K | 0.19% | −89−7.8% | Reduced |
| Darwin Advisors, LLC | 1,056 | $522.6K | 0.15% | −87−7.6% | Reduced |
| Ullmann Financial Group, Inc. | 1,057 | $523.0K | 0.08% | −101−8.7% | Reduced |
| New Jersey Better Educational Savings Trust | 1,063 | $525.9K | 0.99% | 00.0% | Unchanged |
| GFG Capital, LLC | 1,064 | $526.2K | 0.14% | −89−7.7% | Reduced |
| KFG Wealth Management, LLC | 1,064 | $526.6K | 0.22% | +59+5.9% | Added |
| SignalPoint Asset Management, LLC | 1,055 | $526.9K | 0.14% | −4−0.4% | Reduced |
| Operose Advisors LLC | 1,066 | $527.4K | 0.18% | +765+254.2% | Added |
| Levy Wealth Management Group, LLC | 1,002 | $527.6K | 0.15% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 1,069 | $528.6K | 0.08% | +175+19.6% | Added |
| Steele Capital Management, Inc. | 1,069 | $529.0K | 0.03% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 1,069 | $529.1K | 0.15% | −33−3.0% | Reduced |
| Benedict Financial Advisors Inc | 1,073 | $530.9K | 0.13% | +206+23.8% | Added |
| Family Management Corp | 1,074 | $531.3K | 0.10% | +19+1.8% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 1,085 | $531.3K | 0.31% | +152+16.3% | Added |
| Palisades Hudson Asset Management, L.P. | 1,078 | $533.0K | 0.24% | 00.0% | Unchanged |
| Hyperion Partners, LLC | 1,079 | $533.8K | 0.39% | −28−2.5% | Reduced |
| Cheviot Value Management, LLC | 1,081 | $534.8K | 0.12% | +96+9.7% | Added |
| New Covenant Trust Company, N.A. | 1,084 | $536.3K | 0.54% | +1,084 | New |
| Baxter Bros Inc | 1,088 | $538.2K | 0.07% | −211−16.2% | Reduced |
| Wealth Management Associates, Inc. | 1,057 | $538.2K | 0.25% | −549−34.2% | Reduced |
| Black Diamond Financial, LLC | 1,024 | $539.1K | 0.15% | 00.0% | Unchanged |
| Navalign, LLC | 1,090 | $539.2K | 0.18% | −21−1.9% | Reduced |
| Ipswich Investment Management Co., Inc. | 1,094 | $541.2K | 0.13% | +20+1.9% | Added |
| Magnolia Wealth Management, LLC | 1,100 | $541.4K | 0.22% | +550+100.0% | Added |
| First City Capital Management, Inc. | 1,101 | $544.7K | 0.30% | −11−1.0% | Reduced |
| Hudson Value Partners, LLC | 1,101 | $544.7K | 0.23% | +136+14.1% | Added |
| Arcataur Capital Management LLC | 1,105 | $546.6K | 0.20% | −5−0.5% | Reduced |
| Quadrant Private Wealth Management, LLC | 1,106 | $547.2K | 0.14% | +22+2.0% | Added |
| Edge Financial Advisors LLC | 1,108 | $548.2K | 0.48% | +1,108 | New |
| Mendel Capital Management LLC | 1,108 | $548.3K | 0.36% | −129−10.4% | Reduced |
| Leo Wealth, LLC | 1,112 | $548.5K | 0.06% | +102+10.1% | Added |
| Gables Capital Management Inc. | 1,109 | $548.6K | 0.30% | +50+4.7% | Added |
| White Knight Strategic Wealth Advisors, LLC | 1,109 | $548.6K | 0.57% | +359+47.9% | Added |
| Castleview Partners, LLC | 1,110 | $549.0K | 0.31% | +47+4.4% | Added |
| ZRC Wealth Management, LLC | 1,110 | $549.1K | 0.27% | −429−27.9% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 1,110 | $549.3K | 0.22% | +10+0.9% | Added |
| First Command Advisory Services, Inc. | 1,114 | $550.1K | 0.01% | +2+0.2% | Added |
| GQG Partners LLC | 1,116 | $552.1K | 0.00% | −3,425,293−100.0% | Reduced |
| Oxford Financial Group Ltd | 1,118 | $553.2K | 0.04% | +91+8.9% | Added |
| Moody Aldrich Partners LLC | 1,119 | $553.6K | 0.09% | +31+2.8% | Added |
| Tillman Hartley LLC | 1,120 | $554.5K | 0.19% | +1+0.1% | Added |
| Relative Value Partners Group, LLC | 1,085 | $555.2K | 0.03% | −7−0.6% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 1,124 | $556.0K | 0.02% | +671+148.1% | Added |
| Lafayette Investments, Inc. | 1,125 | $556.5K | 0.13% | +50+4.7% | Added |
| Mitchell Sinkler & Starr | 1,128 | $558.1K | 0.14% | −264−19.0% | Reduced |
| Northwest Wealth Management, LLC | 1,130 | $559.1K | 0.15% | +37+3.4% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,134 | $561.5K | 0.03% | +197+21.0% | Added |
| Hexagon Capital Partners LLC | 1,135 | $561.5K | 0.12% | −116−9.3% | Reduced |
| Root Financial Partners, LLC | 1,140 | $564.0K | 0.17% | +1,140 | New |
| Visionary Wealth Advisors | 1,142 | $564.9K | 0.04% | −90−7.3% | Reduced |
| Prudent Investors Network | 1,142 | $564.9K | 0.21% | +1,142 | New |
| Sage Rhino Capital LLC | 1,144 | $565.9K | 0.13% | +19+1.7% | Added |
| Watershed Private Wealth LLC | 1,144 | $566.0K | 0.25% | −64−5.3% | Reduced |
| Hallmark Capital Management Inc | 1,149 | $568.4K | 0.04% | +92+8.7% | Added |
| Tectonic Advisors LLC | 1,150 | $568.9K | 0.04% | +4+0.3% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 1,153 | $570.4K | 0.24% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 1,180 | $570.8K | 0.52% | −24−2.0% | Reduced |
| PrairieView Partners, LLC | 1,154 | $572.0K | 0.07% | −1−0.1% | Reduced |
| Western Pacific Wealth Management, LP | 1,157 | $572.4K | 0.42% | +254+28.1% | Added |
| Austin Private Wealth, LLC | 1,246 | $572.8K | 0.07% | +111+9.8% | Added |
| Cedrus LLC | 1,159 | $573.4K | 0.31% | −111−8.7% | Reduced |
| Peoples Bank | 1,160 | $573.9K | 0.32% | +22+1.9% | Added |
| Kowal Investment Group, LLC | 1,162 | $574.8K | 0.12% | −250−17.7% | Reduced |
| Iron Horse Wealth Management, LLC | 1,167 | $577.3K | 0.23% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 1,167 | $577.3K | 0.16% | +88+8.2% | Added |
| Baker Boyer National Bank | 1,173 | $580.3K | 0.20% | 00.0% | Unchanged |
| Twin City Private Wealth, LLC | 1,174 | $581.0K | 0.57% | +1,174 | New |
| Armbruster Capital Management, Inc. | 1,175 | $581.3K | 0.12% | 00.0% | Unchanged |
| Successful Portfolios LLC | 1,177 | $582.3K | 0.40% | −37−3.0% | Reduced |
| Horizon Wealth Management, LLC | 1,177 | $582.4K | 0.15% | +51+4.5% | Added |
| Washington Trust Advisors, Inc. | 1,178 | $582.9K | 0.05% | +68+6.1% | Added |
| Spotlight Asset Group, Inc. | 1,179 | $583.3K | 0.42% | +307+35.2% | Added |
| Guardian Wealth Advisors, LLC | 1,190 | $588.5K | 0.38% | 00.0% | Unchanged |