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 |
|---|---|---|---|---|---|
| Gouws Capital LLC | 8,499 | $4.20M | 3.19% | +49+0.6% | Added |
| Knollwood Investment Advisory, LLC | 8,495 | $4.20M | 0.76% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 8,489 | $4.20M | 1.41% | +87+1.0% | Added |
| Community Bank, N.A. | 8,488 | $4.20M | 0.55% | −140−1.6% | Reduced |
| Accredited Investors Inc. | 8,478 | $4.19M | 0.27% | +1,181+16.2% | Added |
| Clear Harbor Asset Management, LLC | 8,465 | $4.19M | 0.37% | −32−0.4% | Reduced |
| TFG Advisers LLC | 8,446 | $4.18M | 1.64% | −60−0.7% | Reduced |
| Nicollet Investment Management, Inc. | 8,443 | $4.18M | 1.54% | −78−0.9% | Reduced |
| Moody Lynn & Lieberson, LLC | 8,443 | $4.18M | 0.28% | −636−7.0% | Reduced |
| Hyman Charles D | 8,390 | $4.15M | 0.23% | 00.0% | Unchanged |
| Delaney Dennis R | 8,386 | $4.15M | 2.26% | +335+4.2% | Added |
| Boston Financial Mangement LLC | 8,302 | $4.11M | 0.13% | −221−2.6% | Reduced |
| FDx Advisors, Inc. | 8,300 | $4.11M | 0.62% | −7,455−47.3% | Reduced |
| Private Wealth Strategies, L.L.C. | 8,299 | $4.11M | 0.89% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 8,290 | $4.10M | 0.35% | +8,290 | New |
| Viawealth, LLC | 8,288 | $4.10M | 2.56% | −174−2.1% | Reduced |
| Western Wealth Management, LLC | 8,286 | $4.10M | 0.32% | −2,945−26.2% | Reduced |
| SNS Financial Group, LLC | 8,275 | $4.09M | 0.45% | +122+1.5% | Added |
| Graypoint LLC | 8,272 | $4.09M | 0.30% | −639−7.2% | Reduced |
| Raab & Moskowitz Asset Management LLC | 8,219 | $4.07M | 1.14% | −14−0.2% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 8,213 | $4.06M | 2.13% | −5−0.1% | Reduced |
| Scott & Selber, Inc. | 8,198 | $4.06M | 1.38% | +13+0.2% | Added |
| Arrow Financial Corp | 8,195 | $4.05M | 0.40% | −938−10.3% | Reduced |
| Jackson Hole Capital Partners, LLC | 8,186 | $4.05M | 0.93% | +7,311+835.5% | Added |
| Shufro Rose & Co LLC | 8,176 | $4.04M | 0.33% | −491−5.7% | Reduced |
| Becker Capital Management Inc | 8,162 | $4.04M | 0.14% | −129−1.6% | Reduced |
| Stanley-Laman Group, Ltd. | 8,150 | $4.03M | 0.57% | +620+8.2% | Added |
| New Hampshire Trust | 8,140 | $4.03M | 0.94% | −40.0% | Reduced |
| Gratus Capital LLC | 8,121 | $4.02M | 0.19% | −3,213−28.3% | Reduced |
| Bellwether Advisors, LLC | 8,106 | $4.01M | 0.88% | +8,106 | New |
| Moors & Cabot, Inc. | 8,035 | $3.98M | 0.22% | −803−9.1% | Reduced |
| Orleans Capital Management Corp | 8,032 | $3.97M | 2.61% | −1,040−11.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 7,982 | $3.95M | 0.62% | +1,860+30.4% | Added |
| Affiance Financial, LLC | 7,961 | $3.94M | 1.07% | +116+1.5% | Added |
| Strategic Wealth Partners, Ltd. | 7,941 | $3.93M | 0.43% | +984+14.1% | Added |
| Archford Capital Strategies, LLC | 7,901 | $3.91M | 0.66% | +190+2.5% | Added |
| Fullerton Fund Management Co Ltd. | 7,891 | $3.90M | 0.18% | −6,032−43.3% | Reduced |
| Zega Financial, LLC | 7,891 | $3.90M | 1.69% | −12−0.2% | Reduced |
| Atlas Private Wealth Management | 7,886 | $3.90M | 1.64% | +632+8.7% | Added |
| Fosun International Ltd | 7,878 | $3.90M | 1.21% | +3,009+61.8% | Added |
| Covenant Asset Management, LLC | 7,875 | $3.90M | 0.95% | +1,235+18.6% | Added |
| Fidelis Capital Partners, LLC | 7,849 | $3.88M | 0.59% | +680+9.5% | Added |
| Financial Partners Group, LLC | 7,845 | $3.88M | 1.50% | +162+2.1% | Added |
| Shayne & Co., LLC | 7,809 | $3.86M | 1.05% | +885+12.8% | Added |
| Pensionfund Sabic | 7,800 | $3.86M | 1.14% | −600−7.1% | Reduced |
| Abbrea Capital, LLC | 7,801 | $3.86M | 0.51% | +156+2.0% | Added |
| Dorchester Wealth Management Co | 7,791 | $3.85M | 0.69% | −513−6.2% | Reduced |
| Hohimer Wealth Management, LLC | 7,785 | $3.85M | 0.90% | +309+4.1% | Added |
| Family Legacy, Inc. | 7,753 | $3.84M | 1.38% | −47−0.6% | Reduced |
| Channel Wealth LLC | 7,748 | $3.83M | 1.54% | +1,353+21.2% | Added |
| Daymark Wealth Partners, LLC | 117,524 | $3.83M | 0.21% | −328−0.3% | Reduced |
| Spears Abacus Advisors LLC | 7,730 | $3.82M | 0.08% | +2,205+39.9% | Added |
| Morton Community Bank | 7,707 | $3.81M | 1.10% | +44+0.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 7,702 | $3.81M | 0.41% | −83−1.1% | Reduced |
| Secured Retirement Advisors, LLC | 7,699 | $3.81M | 3.23% | +896+13.2% | Added |
| Advocate Group LLC | 7,683 | $3.80M | 0.76% | +120+1.6% | Added |
| South State Corp. | 7,679 | $3.80M | 0.30% | +21+0.3% | Added |
| Wolverine Trading, LLC | 7,675 | $3.80M | 0.04% | −3,105−28.8% | Reduced |
| Sitrin Capital Management LLC | 7,663 | $3.79M | 2.07% | −192−2.4% | Reduced |
| Harbour Investment Management LLC | 7,646 | $3.78M | 1.78% | +25+0.3% | Added |
| Ingalls & Snyder LLC | 7,636 | $3.78M | 0.17% | +2,862+59.9% | Added |
| Shorepoint Capital Partners LLC | 7,629 | $3.77M | 0.92% | −89−1.2% | Reduced |
| Clarius Group, LLC | 7,613 | $3.77M | 0.26% | −903−10.6% | Reduced |
| Murphy Pohlad Asset Management LLC | 7,609 | $3.76M | 1.47% | 00.0% | Unchanged |
| Elgethun Capital Management | 7,631 | $3.76M | 0.95% | −195−2.5% | Reduced |
| Lyell Wealth Management, LP | 7,571 | $3.75M | 0.38% | +1,221+19.2% | Added |
| Nilsine Partners, LLC | 7,569 | $3.74M | 0.51% | −519−6.4% | Reduced |
| Principle Wealth Partners LLC | 7,550 | $3.74M | 0.29% | +20+0.3% | Added |
| Studio Investment Management LLC | 7,548 | $3.73M | 0.89% | +13+0.2% | Added |
| Wambolt & Associates, LLC | 7,608 | $3.73M | 1.11% | +1,098+16.9% | Added |
| Greenline Partners, LLC | 7,523 | $3.72M | 0.59% | 00.0% | Unchanged |
| Bank Pictet & Cie (Asia) Ltd | 7,508 | $3.71M | 2.05% | +463+6.6% | Added |
| Twinbeech Capital LP | 7,486 | $3.70M | 0.08% | +3,398+83.1% | Added |
| PACK Private Wealth, LLC | 7,472 | $3.70M | 2.32% | 00.0% | Unchanged |
| Cox Capital Mgt LLC | 7,450 | $3.69M | 2.27% | −120−1.6% | Reduced |
| BFSG, LLC | 7,439 | $3.68M | 0.49% | 00.0% | Unchanged |
| Wintrust Investments LLC | 7,392 | $3.66M | 0.32% | −10−0.1% | Reduced |
| Alerus Financial NA | 7,353 | $3.64M | 0.27% | −4,407−37.5% | Reduced |
| Centric Wealth Management | 7,488 | $3.62M | 1.15% | +522+7.5% | Added |
| Banco de Sabadell, S.A | 7,281 | $3.60M | 2.68% | −266−3.5% | Reduced |
| Bensler, LLC | 7,259 | $3.59M | 0.52% | −54−0.7% | Reduced |
| Westover Capital Advisors, LLC | 7,249 | $3.59M | 1.05% | −324−4.3% | Reduced |
| Central Pacific Bank - Trust Division | 7,302 | $3.58M | 0.44% | +7,302 | New |
| Piscataqua Savings Bank | 7,195 | $3.56M | 3.14% | −132−1.8% | Reduced |
| Roanoke Asset Management Corp | 7,195 | $3.56M | 1.17% | −10−0.1% | Reduced |
| Delta Capital Management LLC | 7,190 | $3.56M | 2.35% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 7,190 | $3.56M | 0.82% | +536+8.1% | Added |
| BOK Financial Private Wealth, Inc. | 7,175 | $3.55M | 0.26% | −642−8.2% | Reduced |
| Accurate Wealth Management, LLC | 7,079 | $3.55M | 1.04% | −7−0.1% | Reduced |
| Grey Street Capital, LLC | 7,142 | $3.53M | 0.48% | +7,142 | New |
| Consolidated Capital Management, LLC | 7,139 | $3.53M | 1.69% | +6+0.1% | Added |
| MPS Loria Financial Planners, LLC | 7,132 | $3.53M | 1.18% | +13+0.2% | Added |
| Broadleaf Partners, LLC | 7,131 | $3.53M | 0.90% | −4,481−38.6% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 6,700 | $3.53M | 1.35% | −1,354−16.8% | Reduced |
| Dempze Nancy E | 7,126 | $3.53M | 2.68% | +442+6.6% | Added |
| Condor Capital Management | 7,116 | $3.52M | 0.34% | +43+0.6% | Added |
| Bey-Douglas LLC | 7,099 | $3.51M | 3.36% | −62−0.9% | Reduced |
| Naviter Wealth, LLC | 7,095 | $3.51M | 0.57% | +968+15.8% | Added |
| Gunn & Co Investment Management, Inc. | 7,081 | $3.50M | 2.63% | −90,598−92.8% | Reduced |
| Pinnacle West Asset Management, Inc. | 7,075 | $3.50M | 2.78% | −10−0.1% | Reduced |