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 |
|---|---|---|---|---|---|
| Alley Investment Management Company, LLC | 15,353 | $7.60M | 1.05% | +127+0.8% | Added |
| Marietta Wealth Management, LLC | 15,341 | $7.59M | 1.25% | +372+2.5% | Added |
| Davy Global Fund Management Ltd | 15,311 | $7.57M | 0.86% | −33−0.2% | Reduced |
| Alapocas Investment Partners, Inc. | 15,309 | $7.57M | 4.51% | +327+2.2% | Added |
| Empire Life Investments Inc. | 15,217 | $7.53M | 0.46% | −479−3.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 15,198 | $7.52M | 2.43% | +13+0.1% | Added |
| Entropy Technologies, LP | 15,176 | $7.51M | 0.80% | +11,572+321.1% | Added |
| Coastline Trust Co | 15,156 | $7.50M | 0.91% | −451−2.9% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 15,140 | $7.49M | 0.82% | −348−2.2% | Reduced |
| Sigma Investment Counselors Inc | 15,128 | $7.48M | 0.48% | −364−2.3% | Reduced |
| Suvretta Capital Management, LLC | 15,123 | $7.48M | 0.32% | +2,300+17.9% | Added |
| Checchi Capital Advisers, LLC | 15,099 | $7.47M | 0.58% | −497−3.2% | Reduced |
| Red Door Wealth Management, LLC | 15,079 | $7.46M | 1.44% | +302+2.0% | Added |
| Hilton Capital Management, LLC | 15,043 | $7.44M | 0.67% | −5,740−27.6% | Reduced |
| Soltis Investment Advisors LLC | 15,010 | $7.43M | 0.83% | +7,244+93.3% | Added |
| CenterBook Partners LP | 14,988 | $7.41M | 0.51% | +3,239+27.6% | Added |
| Investment Management Corp of Ontario | 14,921 | $7.38M | 0.22% | −30,045−66.8% | Reduced |
| Asio Capital, LLC | 14,898 | $7.37M | 1.56% | +1,052+7.6% | Added |
| Meritage Portfolio Management | 14,898 | $7.37M | 0.47% | −950−6.0% | Reduced |
| Mader & Shannon Wealth Management, Inc. | 14,890 | $7.37M | 4.13% | +408+2.8% | Added |
| Tran Capital Management, L.P. | 14,809 | $7.33M | 0.82% | +14,809 | New |
| Spirepoint Private Client, LLC | 14,784 | $7.31M | 1.11% | +14,784 | New |
| Ballast, Inc. | 14,755 | $7.30M | 2.31% | +2,146+17.0% | Added |
| Burns J W & Co Inc | 14,718 | $7.28M | 1.01% | +199+1.4% | Added |
| Northern Oak Wealth Management Inc | 14,703 | $7.27M | 0.86% | −3,751−20.3% | Reduced |
| Colonial Trust Co | 14,694 | $7.27M | 1.36% | −115−0.8% | Reduced |
| Asset Dedication, LLC | 14,935 | $7.24M | 0.54% | +576+4.0% | Added |
| Change Path, LLC | 14,633 | $7.24M | 0.29% | +2,908+24.8% | Added |
| Gladstone Institutional Advisory LLC | 14,628 | $7.24M | 0.40% | +1,834+14.3% | Added |
| Concurrent Investment Advisors, LLC | 14,578 | $7.21M | 0.29% | +1,112+8.3% | Added |
| Ocean Capital Management, LLC | 14,562 | $7.20M | 2.68% | +939+6.9% | Added |
| Telos Capital Management, Inc. | 14,555 | $7.20M | 0.81% | +12,954+809.1% | Added |
| Bogart Wealth, LLC | 14,543 | $7.19M | 0.37% | +888+6.5% | Added |
| Granite Investment Partners, LLC | 14,509 | $7.18M | 0.27% | −17,738−55.0% | Reduced |
| SOL Capital Management CO | 14,503 | $7.17M | 0.90% | +335+2.4% | Added |
| Olstein Capital Management, L.P. | 14,500 | $7.17M | 1.17% | +7,000+93.3% | Added |
| Silicon Valley Capital Partners | 14,467 | $7.16M | 1.07% | +4,435+44.2% | Added |
| Kingswood Wealth Advisors, LLC | 14,456 | $7.15M | 0.82% | −1,274−8.1% | Reduced |
| Nemes Rush Group LLC | 14,437 | $7.14M | 1.02% | +436+3.1% | Added |
| Buckhead Capital Management LLC | 14,425 | $7.14M | 2.42% | +1,236+9.4% | Added |
| Unison Asset Management LLC | 14,409 | $7.13M | 3.73% | +3,374+30.6% | Added |
| KMG Fiduciary Partners, LLC | 14,372 | $7.11M | 0.74% | −15−0.1% | Reduced |
| Bellecapital International Ltd. | 14,355 | $7.10M | 1.57% | +532+3.8% | Added |
| Thompson Investment Management, Inc. | 14,347 | $7.10M | 1.07% | +315+2.2% | Added |
| HBK Sorce Advisory LLC | 14,258 | $7.05M | 0.25% | −390−2.7% | Reduced |
| Spinnaker Trust | 14,237 | $7.04M | 0.45% | +840+6.3% | Added |
| Bedell Frazier Investment Counseling, LLC | 14,227 | $7.04M | 1.76% | +247+1.8% | Added |
| CAPROCK Group, Inc. | 14,158 | $7.00M | 0.40% | −98−0.7% | Reduced |
| Verition Fund Management LLC | 14,112 | $6.98M | 0.07% | +4,085+40.7% | Added |
| Duncker Streett & Co Inc | 14,032 | $6.94M | 1.37% | +501+3.7% | Added |
| Sierra Summit Advisors LLC | 14,007 | $6.93M | 1.89% | +763+5.8% | Added |
| Vanguard Capital Wealth Advisors | 13,923 | $6.89M | 4.84% | +201+1.5% | Added |
| Kidder Stephen W | 13,916 | $6.88M | 2.20% | −332−2.3% | Reduced |
| Liberty Capital Management, Inc. | 13,890 | $6.87M | 1.69% | −272−1.9% | Reduced |
| NatWest Group plc | 13,863 | $6.86M | 2.64% | −6,017−30.3% | Reduced |
| Perigon Wealth Management, LLC | 13,850 | $6.85M | 0.21% | +24+0.2% | Added |
| Eagle Capital Management, LLC | 13,821 | $6.84M | 3.08% | +59+0.4% | Added |
| Veriti Management LLC | 13,820 | $6.84M | 0.51% | +54+0.4% | Added |
| Community Bank & Trust, Waco, Texas | 13,784 | $6.82M | 1.67% | +1,416+11.4% | Added |
| Te Ahumairangi Investment Management Ltd | 13,766 | $6.81M | 1.18% | +1,505+12.3% | Added |
| Cape Cod Five Cents Savings Bank | 13,736 | $6.80M | 0.65% | +181+1.3% | Added |
| Lindbrook Capital, LLC | 13,694 | $6.77M | 0.63% | −365−2.6% | Reduced |
| Valeo Financial Advisors, LLC | 13,818 | $6.73M | 0.24% | −658−4.5% | Reduced |
| Naples Global Advisors, LLC | 13,580 | $6.72M | 0.69% | +1,332+10.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 13,573 | $6.71M | 0.26% | −1,022−7.0% | Reduced |
| EFG Asset Management (Americas) Corp. | 13,497 | $6.68M | 2.03% | −5,544−29.1% | Reduced |
| CMH Wealth Management LLC | 13,384 | $6.62M | 1.68% | −1,072−7.4% | Reduced |
| Sandy Spring Bank | 13,331 | $6.60M | 0.30% | +19+0.1% | Added |
| Paradigm Financial Partners, LLC | 13,330 | $6.59M | 1.42% | +593+4.7% | Added |
| GYL Financial Synergies, LLC | 13,324 | $6.59M | 0.52% | +64+0.5% | Added |
| First Interstate Bank | 13,283 | $6.57M | 0.46% | −736−5.3% | Reduced |
| Resources Management Corp | 13,276 | $6.57M | 0.96% | +1,251+10.4% | Added |
| PKO Investment Management Joint-Stock Co | 13,189 | $6.56M | 0.78% | +1,800+15.8% | Added |
| Sky Investment Group LLC | 13,251 | $6.56M | 1.26% | +179+1.4% | Added |
| Greenwood Capital Associates LLC | 13,226 | $6.54M | 0.87% | +294+2.3% | Added |
| Milestone Asset Management, LLC | 13,160 | $6.51M | 1.86% | +12,442+1,732.9% | Added |
| PEAK6 Investments LLC | 13,117 | $6.49M | 0.31% | −4,234−24.4% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 13,106 | $6.48M | 1.84% | −351−2.6% | Reduced |
| Weatherly Asset Management L. P. | 13,079 | $6.47M | 0.63% | −546−4.0% | Reduced |
| West Family Investments, Inc. | 13,053 | $6.46M | 2.00% | +369+2.9% | Added |
| Fulton Bank, N.A. | 13,032 | $6.45M | 0.26% | −130−1.0% | Reduced |
| Ulland Investment Advisors, LLC | 13,006 | $6.43M | 5.14% | −243−1.8% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 13,004 | $6.43M | 3.86% | −5,808−30.9% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 13,000 | $6.43M | 1.52% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 12,952 | $6.41M | 0.25% | +287+2.3% | Added |
| Sowell Financial Services LLC | 12,934 | $6.40M | 0.30% | −495−3.7% | Reduced |
| Charter Trust Co | 12,885 | $6.37M | 0.43% | +161+1.3% | Added |
| PFG Investments, LLC | 12,872 | $6.37M | 0.38% | +6,830+113.0% | Added |
| Syon Capital LLC | 12,855 | $6.36M | 0.60% | −56−0.4% | Reduced |
| Nelson Capital Management, LLC | 12,844 | $6.35M | 1.21% | +387+3.1% | Added |
| IFP Advisors, Inc | 12,824 | $6.34M | 0.28% | +873+7.3% | Added |
| RSM US Wealth Management LLC | 12,795 | $6.33M | 0.16% | +758+6.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,792 | $6.33M | 0.29% | +3,877+43.5% | Added |
| Asset Planning Services Inc | 12,760 | $6.31M | 3.53% | −150−1.2% | Reduced |
| HGK Asset Management Inc | 12,755 | $6.31M | 1.23% | +1,772+16.1% | Added |
| Clearstead Advisors, LLC | 12,224 | $6.26M | 0.31% | −1,116−8.4% | Reduced |
| Harbour Capital Advisors, LLC | 13,615 | $6.24M | 1.54% | +72+0.5% | Added |
| GM Advisory Group, Inc. | 12,609 | $6.24M | 0.44% | +2,172+20.8% | Added |
| Meridian Wealth Advisors, LLC | 12,605 | $6.24M | 1.17% | +692+5.8% | Added |
| Canal Capital Management, LLC | 12,584 | $6.23M | 1.05% | +848+7.2% | Added |