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 | 3,054 | $202.4B |
| Q4 2025 | 3,311 | $248.2B |
| Q3 2025 | 3,168 | $253.5B |
| Q2 2025 | 3,185 | $241.1B |
| Q1 2025 | 3,613 | $424.3B |
| Q4 2024 | 3,684 | $409.5B |
| Q3 2024 | 3,476 | $474.6B |
| Q2 2024 | 3,406 | $411.9B |
| Q1 2024 | 3,384 | $398.9B |
| Q4 2023 | 3,421 | $428.0B |
| Q3 2023 | 3,144 | $407.5B |
| Q2 2023 | 3,136 | $388.4B |
| Q1 2023 | 3,114 | $383.6B |
| Q4 2022 | 3,159 | $434.2B |
| Q3 2022 | 2,998 | $413.5B |
| Q2 2022 | 2,964 | $422.0B |
| Q1 2022 | 2,965 | $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 |
|---|---|---|---|---|---|
| Hancock Whitney Corp | 18,996 | $9.40M | 0.32% | −22,894−54.7% | Reduced |
| Mattern Capital Management, LLC | 18,930 | $9.36M | 1.27% | +1,271+7.2% | Added |
| Capital International Sarl | 18,883 | $9.34M | 0.31% | +2,565+15.7% | Added |
| Hudson Valley Investment Advisors Inc | 18,830 | $9.32M | 1.12% | +826+4.6% | Added |
| Integrated Advisors Network LLC | 18,806 | $9.30M | 0.48% | +5,394+40.2% | Added |
| Fulcrum Capital LLC | 18,781 | $9.29M | 2.20% | +2,084+12.5% | Added |
| Profund Advisors LLC | 18,778 | $9.29M | 0.36% | −1,131−5.7% | Reduced |
| Great Waters Wealth Management | 18,634 | $9.22M | 1.51% | −42−0.2% | Reduced |
| Morse Asset Management, Inc | 18,522 | $9.16M | 2.34% | +453+2.5% | Added |
| Cozad Asset Management Inc | 18,456 | $9.13M | 0.95% | +1,785+10.7% | Added |
| Forbes J M & Co LLP | 18,444 | $9.12M | 0.99% | −353−1.9% | Reduced |
| Americana Partners, LLC | 18,344 | $9.07M | 0.76% | +1,662+10.0% | Added |
| Ostrum Asset Management | 18,338 | $9.07M | 0.72% | +1,383+8.2% | Added |
| Goelzer Investment Management, Inc. | 18,318 | $9.06M | 0.51% | +1,425+8.4% | Added |
| Atlantic Union Bankshares Corp | 18,287 | $9.05M | 0.76% | −614−3.2% | Reduced |
| Running Oak Capital LLC | 18,274 | $9.04M | 1.45% | +2,188+13.6% | Added |
| Prospera Financial Services Inc | 18,201 | $9.01M | 0.27% | −8,373−31.5% | Reduced |
| Walleye Trading LLC | 18,140 | $8.97M | 0.15% | −57,546−76.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 18,087 | $8.95M | 0.07% | +18,087 | New |
| Farmers & Merchants Trust Co of Long Beach | 18,054 | $8.93M | 2.21% | +156+0.9% | Added |
| Guardian Capital Advisors LP | 18,608 | $8.91M | 0.96% | −1,342−6.7% | Reduced |
| Central Bank & Trust Co | 18,003 | $8.91M | 1.27% | −1,628−8.3% | Reduced |
| Citizens National Bank Trust Department | 17,964 | $8.89M | 2.06% | −70−0.4% | Reduced |
| Venture Visionary Partners LLC | 17,947 | $8.88M | 0.42% | −2,301−11.4% | Reduced |
| Picton Mahoney Asset Management | 17,930 | $8.87M | 0.37% | −12,707−41.5% | Reduced |
| Balentine LLC | 17,927 | $8.87M | 0.26% | −3,544−16.5% | Reduced |
| Estabrook Capital Management | 17,863 | $8.84M | 1.37% | −529−2.9% | Reduced |
| Brighton Jones LLC | 17,844 | $8.83M | 0.32% | −160−0.9% | Reduced |
| Exchange Traded Concepts, LLC | 17,763 | $8.79M | 0.23% | +2,799+18.7% | Added |
| Stonegate Investment Group, LLC | 17,731 | $8.77M | 0.28% | +629+3.7% | Added |
| SYSTM Wealth Solutions LLC | 17,717 | $8.76M | 1.11% | −849−4.6% | Reduced |
| Lincoln Capital Corp | 17,711 | $8.76M | 3.83% | −341−1.9% | Reduced |
| Summit Financial, LLC | 17,707 | $8.76M | 0.52% | −2,654−13.0% | Reduced |
| American Trust | 17,474 | $8.64M | 0.79% | +749+4.5% | Added |
| Pitcairn Co | 17,447 | $8.63M | 0.56% | +399+2.3% | Added |
| Security National Bank | 17,377 | $8.60M | 1.30% | +192+1.1% | Added |
| Elk River Wealth Management, LLC | 17,344 | $8.58M | 1.74% | −1,590−8.4% | Reduced |
| Burt Wealth Advisors | 17,325 | $8.57M | 2.17% | +276+1.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 17,305 | $8.56M | 0.68% | +1,235+7.7% | Added |
| NorthCrest Asset Manangement, LLC | 17,273 | $8.55M | 0.29% | +1,253+7.8% | Added |
| Savant Capital, LLC | 17,260 | $8.54M | 0.10% | −188−1.1% | Reduced |
| Biondo Investment Advisors, LLC | 17,260 | $8.54M | 1.32% | +6,911+66.8% | Added |
| Bank of Nova Scotia Trust Co | 17,220 | $8.52M | 0.92% | +1,080+6.7% | Added |
| Chronos Wealth Management, LLC | 17,039 | $8.43M | 4.93% | +427+2.6% | Added |
| Avitas Wealth Management LLC | 17,032 | $8.43M | 1.28% | −119−0.7% | Reduced |
| Ally Financial Inc. | 17,000 | $8.41M | 1.14% | +17,000 | New |
| FourThought Financial Partners, LLC | 16,994 | $8.41M | 0.96% | +1,126+7.1% | Added |
| First Hawaiian Bank | 16,966 | $8.39M | 0.26% | −1,251−6.9% | Reduced |
| Icon Wealth Advisors, LLC | 16,852 | $8.34M | 0.77% | +5,088+43.3% | Added |
| GHP Investment Advisors, Inc. | 16,713 | $8.27M | 0.41% | +329+2.0% | Added |
| McKinley Carter Wealth Services, Inc. | 16,668 | $8.25M | 0.55% | +728+4.6% | Added |
| Blue Edge Capital, LLC | 16,662 | $8.24M | 1.38% | +16,662 | New |
| Cullinan Associates Inc | 16,654 | $8.24M | 0.46% | −3,332−16.7% | Reduced |
| Brown Shipley& Co Ltd | 16,817 | $8.24M | 2.59% | +1,983+13.4% | Added |
| Zions Bancorporation, N.A. | 16,635 | $8.23M | 0.61% | +50+0.3% | Added |
| Evexia Wealth LLC | 18,731 | $8.23M | 3.39% | −114−0.6% | Reduced |
| Tradition Wealth Management, LLC | 16,626 | $8.22M | 0.83% | +558+3.5% | Added |
| Verdence Capital Advisors LLC | 16,584 | $8.20M | 0.75% | −357−2.1% | Reduced |
| RNC Capital Management LLC | 16,556 | $8.19M | 0.47% | +1,855+12.6% | Added |
| Consolidated Investment Group LLC | 16,535 | $8.18M | 1.32% | 00.0% | Unchanged |
| Lincoln National Corp | 16,528 | $8.18M | 0.13% | +1,039+6.7% | Added |
| Busey Wealth Management | 16,512 | $8.17M | 0.29% | +112+0.7% | Added |
| Winmill & Co. Inc | 16,475 | $8.15M | 2.32% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 16,431 | $8.13M | 1.12% | −40−0.2% | Reduced |
| Timber Creek Capital Management LLC | 16,394 | $8.11M | 2.53% | +749+4.8% | Added |
| Evergreen Capital Management LLC | 16,385 | $8.11M | 0.31% | −1,196−6.8% | Reduced |
| Arjuna Capital | 16,345 | $8.09M | 2.29% | +3,104+23.4% | Added |
| Fundamentun, LLC | 16,339 | $8.08M | 0.79% | +663+4.2% | Added |
| Stolper Co | 16,315 | $8.07M | 2.91% | −355−2.1% | Reduced |
| Highland Capital Management, LLC | 16,259 | $8.04M | 0.46% | −306−1.8% | Reduced |
| Gotham Asset Management, LLC | 16,241 | $8.03M | 0.12% | −2,481−13.3% | Reduced |
| Global Retirement Partners, LLC | 16,186 | $8.01M | 0.30% | +318+2.0% | Added |
| Mitchell Capital Management Co | 16,148 | $7.99M | 1.53% | −289−1.8% | Reduced |
| GDS Wealth Management | 16,143 | $7.99M | 0.94% | +2,556+18.8% | Added |
| Teza Capital Management LLC | 16,141 | $7.98M | 1.06% | +16,141 | New |
| Iyo Bank, Ltd. | 16,130 | $7.98M | 3.18% | +11,990+289.6% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 16,100 | $7.96M | 0.08% | +5,100+46.4% | Added |
| Ledyard National Bank | 16,099 | $7.96M | 0.77% | −304−1.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 16,074 | $7.95M | 0.61% | +7,352+84.3% | Added |
| Schnieders Capital Management LLC | 16,013 | $7.92M | 1.63% | −918−5.4% | Reduced |
| Pine Valley Investments Ltd Liability Co | 16,002 | $7.92M | 0.62% | +1,431+9.8% | Added |
| Argonautica Private Wealth Management, Inc | 15,998 | $7.91M | 2.84% | +476+3.1% | Added |
| Steward Partners Investment Solutions, LLC | 15,996 | $7.91M | 1.33% | +11,125+228.4% | Added |
| MainStreet Investment Advisors LLC | 15,994 | $7.91M | 0.95% | −1,554−8.9% | Reduced |
| First National Bank of Omaha | 15,055 | $7.89M | 0.54% | −6,725−30.9% | Reduced |
| Fragasso Group Inc. | 15,939 | $7.88M | 0.67% | −57−0.4% | Reduced |
| Blue Fin Capital, Inc. | 15,934 | $7.88M | 1.76% | +639+4.2% | Added |
| Ritholtz Wealth Management | 15,911 | $7.87M | 0.27% | −955−5.7% | Reduced |
| Cyrus J. Lawrence, LLC | 15,885 | $7.86M | 1.74% | +15,885 | New |
| Sigma Planning Corp | 15,863 | $7.85M | 0.25% | +8,935+129.0% | Added |
| BTC Capital Management, Inc. | 15,822 | $7.83M | 0.72% | +15,822 | New |
| Jackson Wealth Management, LLC | 15,822 | $7.83M | 0.98% | +714+4.7% | Added |
| Trium Capital LLP | 15,814 | $7.82M | 2.93% | +2,434+18.2% | Added |
| AIA Group Ltd | 15,780 | $7.81M | 0.25% | −5,601−26.2% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 15,622 | $7.73M | 2.33% | +755+5.1% | Added |
| Puzo Michael J | 15,557 | $7.70M | 2.13% | +1,755+12.7% | Added |
| AMG National Trust Bank | 15,512 | $7.67M | 0.22% | −223−1.4% | Reduced |
| Rothschild Capital Partners, LLC | 15,482 | $7.66M | 2.22% | −55−0.4% | Reduced |
| Griffin Asset Management, Inc. | 15,455 | $7.65M | 0.91% | +1,635+11.8% | Added |
| Wright Investors Service Inc | 15,377 | $7.61M | 1.93% | −106−0.7% | Reduced |