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 |
|---|---|---|---|---|---|
| Field & Main Bank | 12,579 | $6.22M | 2.42% | −551−4.2% | Reduced |
| Capital Planning Advisors, LLC | 12,514 | $6.19M | 1.09% | −69−0.5% | Reduced |
| Chicago Trust Co NA | 12,509 | $6.19M | 1.28% | +159+1.3% | Added |
| Marshall & Sullivan Inc | 12,376 | $6.12M | 3.03% | −84−0.7% | Reduced |
| Jasper Ridge Partners, L.P. | 12,375 | $6.12M | 0.19% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 12,346 | $6.11M | 0.61% | −119−1.0% | Reduced |
| Great Lakes Retirement, Inc. | 12,313 | $6.09M | 0.90% | +388+3.3% | Added |
| ClariVest Asset Management LLC | 12,288 | $6.08M | 0.63% | −29,114−70.3% | Reduced |
| Perkins Coie Trust Co | 12,270 | $6.07M | 1.42% | +53+0.4% | Added |
| Connecticut Wealth Management, LLC | 12,265 | $6.07M | 0.32% | −44−0.4% | Reduced |
| Harbour Trust & Investment Management Co | 12,248 | $6.06M | 0.76% | +3,170+34.9% | Added |
| Proequities, Inc. | 12,237 | $6.05M | 0.39% | +1,033+9.2% | Added |
| Wealthspire Advisors, LLC | 12,230 | $6.05M | 0.08% | −285−2.3% | Reduced |
| Boothbay Fund Management, LLC | 12,193 | $6.03M | 0.18% | +11,328+1,309.6% | Added |
| Lake Street Advisors Group, LLC | 12,141 | $6.01M | 0.28% | −207−1.7% | Reduced |
| Culbertson A N & Co Inc | 12,129 | $6.00M | 1.04% | +91+0.8% | Added |
| S&T Bank | 12,094 | $5.98M | 1.15% | −1,806−13.0% | Reduced |
| Whalerock Point Partners, LLC | 12,090 | $5.98M | 1.63% | +560+4.9% | Added |
| Tritonpoint Wealth, LLC | 12,522 | $5.98M | 0.62% | −862−6.4% | Reduced |
| Legacy Advisors, LLC | 12,083 | $5.98M | 0.76% | −2,659−18.0% | Reduced |
| Globeflex Capital L P | 12,055 | $5.96M | 0.58% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 12,138 | $5.94M | 0.35% | +12,138 | New |
| Kinneret Advisory, LLC | 11,938 | $5.91M | 0.59% | −37−0.3% | Reduced |
| Monetary Management Group Inc | 11,933 | $5.90M | 1.64% | +145+1.2% | Added |
| Cubic Asset Management, LLC | 11,883 | $5.88M | 1.39% | −322−2.6% | Reduced |
| Atlantic Trust, LLC | 11,873 | $5.87M | 1.54% | −822−6.5% | Reduced |
| RBA Wealth Management, LLC | 11,785 | $5.83M | 2.36% | +109+0.9% | Added |
| Merit Financial Group, LLC | 11,805 | $5.81M | 0.14% | +2,727+30.0% | Added |
| Bristlecone Advisors, LLC | 11,751 | $5.81M | 0.51% | −40.0% | Reduced |
| NBC Securities, Inc. | 11,750 | $5.81M | 0.55% | −170−1.4% | Reduced |
| Thoroughbred Financial Services, LLC | 11,728 | $5.80M | 0.56% | −5,623−32.4% | Reduced |
| Stiles Financial Services Inc | 11,718 | $5.80M | 2.32% | +66+0.6% | Added |
| Zurich Insurance Group Ltd | 11,700 | $5.79M | 0.05% | −204,986−94.6% | Reduced |
| Mirador Capital Partners LP | 11,684 | $5.78M | 1.10% | +1,277+12.3% | Added |
| Capital Investment Counsel, LLC | 11,607 | $5.74M | 1.23% | +5,572+92.3% | Added |
| Bulltick Wealth Management, LLC | 11,606 | $5.74M | 1.20% | +406+3.6% | Added |
| Waldron Private Wealth LLC | 11,600 | $5.74M | 0.26% | −953−7.6% | Reduced |
| Little House Capital LLC | 11,595 | $5.74M | 1.90% | +2,888+33.2% | Added |
| D L Carlson Investment Group Inc | 11,575 | $5.73M | 1.12% | −304−2.6% | Reduced |
| Reliant Investment Management, LLC | 11,533 | $5.71M | 2.67% | +251+2.2% | Added |
| City Holding Co | 11,533 | $5.71M | 0.86% | −189−1.6% | Reduced |
| Value Partners Investments Inc. | 11,522 | $5.69M | 0.47% | +650+6.0% | Added |
| Barbara Oil Co. | 11,500 | $5.69M | 2.40% | 00.0% | Unchanged |
| Lountzis Asset Management, LLC | 11,495 | $5.69M | 2.69% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 11,486 | $5.68M | 0.18% | +11,486 | New |
| Vestor Capital, LLC | 11,467 | $5.67M | 0.48% | −247−2.1% | Reduced |
| Pegasus Partners Ltd. | 11,464 | $5.67M | 0.60% | −8−0.1% | Reduced |
| Plancorp, LLC | 11,448 | $5.66M | 0.25% | −99−0.9% | Reduced |
| Lynch Asset Management, Inc. | 11,400 | $5.64M | 2.65% | +400+3.6% | Added |
| Nikulski Financial, Inc. | 11,382 | $5.63M | 1.87% | −167−1.4% | Reduced |
| Saranac Partners Ltd | 11,378 | $5.63M | 3.45% | +786+7.4% | Added |
| Nations Financial Group Inc, | 11,345 | $5.61M | 0.47% | −58−0.5% | Reduced |
| Rockline Wealth Management, LLC | 11,308 | $5.59M | 1.96% | +246+2.2% | Added |
| Montag A & Associates Inc | 11,281 | $5.58M | 0.28% | +196+1.8% | Added |
| JCIC Asset Management Inc. | 11,267 | $5.57M | 2.30% | +168+1.5% | Added |
| Private Trust Co NA | 11,258 | $5.57M | 0.60% | −422−3.6% | Reduced |
| Meeder Advisory Services, Inc. | 11,227 | $5.55M | 0.56% | +228+2.1% | Added |
| Jaffetilchin Investment Partners, LLC | 11,224 | $5.55M | 0.50% | +1,068+10.5% | Added |
| Souders Financial Advisors | 11,205 | $5.54M | 0.87% | +365+3.4% | Added |
| Warren Averett Asset Management, LLC | 11,193 | $5.54M | 0.13% | +1,483+15.3% | Added |
| Summit Global Investments | 11,163 | $5.52M | 0.41% | +2,880+34.8% | Added |
| Essex Financial Services, Inc. | 11,145 | $5.51M | 0.51% | −488−4.2% | Reduced |
| Keeler Thomas Management LLC | 11,136 | $5.51M | 1.89% | +958+9.4% | Added |
| Capital Analysts, LLC | 11,114 | $5.50M | 0.26% | +270+2.5% | Added |
| Community Financial Services Group, LLC | 11,093 | $5.49M | 1.25% | +11,093 | New |
| Gs Investments, Inc. | 11,081 | $5.48M | 2.64% | −50.0% | Reduced |
| Csenge Advisory Group | 11,060 | $5.47M | 0.31% | +144+1.3% | Added |
| Acropolis Investment Management, LLC | 11,014 | $5.45M | 0.36% | −103−0.9% | Reduced |
| DLK Investment Management, LLC | 11,010 | $5.45M | 2.31% | +314+2.9% | Added |
| Quadrant Capital Group LLC | 11,000 | $5.44M | 0.43% | −1,028−8.5% | Reduced |
| CTC LLC | 10,975 | $5.43M | 0.09% | +10,975 | New |
| Cornerstone Wealth Group, LLC | 10,964 | $5.42M | 0.50% | +1,712+18.5% | Added |
| Blue Zone Wealth Advisors, LLC | 10,919 | $5.40M | 1.86% | +719+7.0% | Added |
| Chatham Capital Group, Inc. | 10,882 | $5.38M | 0.99% | +679+6.7% | Added |
| China Universal Asset Management Co., Ltd. | 10,867 | $5.38M | 0.68% | +1,857+20.6% | Added |
| Sandhill Capital Partners LLC | 10,828 | $5.36M | 0.43% | +2,942+37.3% | Added |
| Wexford Capital LP | 10,828 | $5.36M | 1.09% | +7,156+194.9% | Added |
| Kingsview Wealth Management, LLC | 10,764 | $5.33M | 0.13% | −1,122−9.4% | Reduced |
| Ayrshire Capital Management LLC | 10,728 | $5.31M | 2.87% | +794+8.0% | Added |
| Koss-Olinger Consulting, LLC | 10,728 | $5.31M | 2.87% | +10,728 | New |
| Moloney Securities Asset Management, LLC | 10,707 | $5.30M | 0.80% | +442+4.3% | Added |
| J. W. Coons Advisors, LLC | 10,686 | $5.29M | 1.19% | +1,224+12.9% | Added |
| Duff & Phelps Investment Management Co | 10,673 | $5.28M | 0.06% | +350+3.4% | Added |
| Simmons Bank | 10,645 | $5.27M | 0.40% | −150−1.4% | Reduced |
| Northeast Financial Consultants Inc | 10,640 | $5.26M | 0.26% | +325+3.2% | Added |
| Thematics Asset Management | 10,628 | $5.26M | 0.22% | −800−7.0% | Reduced |
| Trust Asset Management LLC | 10,545 | $5.22M | 0.46% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 10,512 | $5.20M | 1.46% | −3,292−23.8% | Reduced |
| Claro Advisors LLC | 10,493 | $5.19M | 0.90% | +4,219+67.2% | Added |
| Peloton Wealth Strategists | 10,493 | $5.19M | 2.11% | +1,203+12.9% | Added |
| Connable Office Inc | 10,486 | $5.19M | 0.59% | −438−4.0% | Reduced |
| River Wealth Advisors LLC | 10,478 | $5.18M | 0.75% | +293+2.9% | Added |
| Ontario Teachers Pension Plan Board | 10,451 | $5.17M | 0.05% | +2,981+39.9% | Added |
| Bank of New Hampshire | 10,441 | $5.17M | 1.36% | +7+0.1% | Added |
| Rench Wealth Management, Inc. | 10,404 | $5.15M | 1.97% | +7,052+210.4% | Added |
| Arden Trust Co | 10,400 | $5.14M | 0.72% | −69−0.7% | Reduced |
| Heirloom Wealth Management | 10,343 | $5.12M | 1.74% | −157−1.5% | Reduced |
| Cypress Asset Management Inc | 10,118 | $5.09M | 1.38% | +114+1.1% | Added |
| Qtron Investments LLC | 10,241 | $5.07M | 0.72% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 10,231 | $5.06M | 1.21% | −1,683−14.1% | Reduced |