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 |
|---|---|---|---|---|---|
| Palisade Asset Management, LLC | 63,685 | $31.5M | 3.07% | +11,256+21.5% | Added |
| Fulton Breakefield Broenniman LLC | 63,636 | $31.5M | 2.42% | −646−1.0% | Reduced |
| Farmers & Merchants Investments Inc | 63,526 | $31.4M | 1.06% | −203−0.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 63,029 | $31.2M | 0.40% | −5,736−8.3% | Reduced |
| Wedgewood Partners Inc | 60,193 | $31.2M | 6.23% | +10,969+22.3% | Added |
| Cumberland Partners Ltd | 62,891 | $31.1M | 2.26% | −8,716−12.2% | Reduced |
| Stock Yards Bank & Trust Co | 62,834 | $31.1M | 1.03% | +4,203+7.2% | Added |
| Ironvine Capital Partners, LLC | 62,785 | $31.1M | 3.41% | +5,995+10.6% | Added |
| Sabal Trust CO | 62,612 | $31.0M | 1.80% | +195+0.3% | Added |
| Pacer Advisors, Inc. | 62,335 | $30.8M | 0.07% | +1,676+2.8% | Added |
| Maple Capital Management, Inc. | 62,018 | $30.7M | 2.79% | +2,932+5.0% | Added |
| Act Two Investors LLC | 61,278 | $30.3M | 6.09% | +4,510+7.9% | Added |
| SpiderRock Advisors, LLC | 62,227 | $30.3M | 0.98% | +62,227 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 60,976 | $30.1M | 0.34% | −32,398−34.7% | Reduced |
| Private Advisor Group, LLC | 60,501 | $29.9M | 0.22% | −13,503−18.2% | Reduced |
| Associated Banc-Corp | 60,438 | $29.9M | 0.95% | −308−0.5% | Reduced |
| Oppenheimer & Co Inc | 60,285 | $29.8M | 0.49% | −159−0.3% | Reduced |
| Campbell Newman Asset Management Inc | 60,245 | $29.8M | 2.42% | −242−0.4% | Reduced |
| Eastern Bank | 59,885 | $29.6M | 1.23% | −2,789−4.5% | Reduced |
| Renaissance Group LLC | 59,875 | $29.6M | 1.12% | +1,310+2.2% | Added |
| Ieq Capital, LLC | 59,809 | $29.6M | 0.43% | −472−0.8% | Reduced |
| Hartford Investment Management Co | 59,765 | $29.6M | 1.04% | −2,514−4.0% | Reduced |
| Community Trust & Investment Co | 59,542 | $29.5M | 2.07% | +735+1.2% | Added |
| Banco Santander, S.A. | 58,399 | $28.9M | 0.35% | +6,073+11.6% | Added |
| Beacon Pointe Advisors, LLC | 58,137 | $28.8M | 0.32% | −18,782−24.4% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 58,069 | $28.7M | 1.29% | +58,069 | New |
| Chesley Taft & Associates LLC | 57,799 | $28.6M | 1.46% | −665−1.1% | Reduced |
| Generate Investment Management Ltd | 57,583 | $28.5M | 2.24% | +1,858+3.3% | Added |
| Systematic Alpha Investments, LLC | 57,323 | $28.4M | 1.14% | 00.0% | Unchanged |
| Bamco Inc | 57,317 | $28.4M | 0.08% | +7,081+14.1% | Added |
| Formuepleje A/S | 56,892 | $28.1M | 1.59% | +33,766+146.0% | Added |
| National Asset Management, Inc. | 55,695 | $28.1M | 0.76% | +7,198+14.8% | Added |
| Night Owl Capital Management, LLC | 56,616 | $28.0M | 4.25% | +8,887+18.6% | Added |
| Wesbanco Bank Inc | 56,400 | $27.9M | 1.05% | +22,116+64.5% | Added |
| Guardian Capital LP | 56,015 | $27.7M | 0.97% | +477+0.9% | Added |
| Deprince Race & Zollo Inc | 55,879 | $27.6M | 0.59% | +55,879 | New |
| Penn Davis McFarland Inc | 55,664 | $27.5M | 4.27% | +4,613+9.0% | Added |
| Connectus Wealth, LLC | 55,574 | $27.5M | 0.75% | −91,795−62.3% | Reduced |
| Segall Bryant & Hamill, LLC | 55,297 | $27.4M | 0.51% | −1,542−2.7% | Reduced |
| Guyasuta Investment Advisors Inc | 51,735 | $27.2M | 1.97% | −185−0.4% | Reduced |
| RBF Capital, LLC | 55,000 | $27.2M | 1.53% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 55,071 | $27.2M | 1.32% | +55,071 | New |
| Badgley Phelps Wealth Managers, LLC | 54,799 | $27.1M | 0.68% | +154+0.3% | Added |
| Synovus Financial Corp | 54,772 | $27.1M | 0.35% | −232−0.4% | Reduced |
| Securian Asset Management, Inc | 54,478 | $27.0M | 0.79% | −4,088−7.0% | Reduced |
| Vestcor Inc | 53,886 | $26.7M | 0.91% | −2,605−4.6% | Reduced |
| Louisiana State Employees Retirement System | 53,800 | $26.6M | 0.52% | −2,100−3.8% | Reduced |
| Bell Asset Management Ltd | 53,038 | $26.2M | 3.85% | +1,616+3.1% | Added |
| Old National Bancorp | 52,879 | $26.2M | 0.62% | −312−0.6% | Reduced |
| Jefferies Financial Group Inc. | 52,760 | $26.1M | 0.53% | +613+1.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 52,753 | $26.1M | 0.09% | −58,275−52.5% | Reduced |
| D'Orazio & Associates, Inc. | 52,390 | $25.9M | 4.18% | −280−0.5% | Reduced |
| Metis Global Partners, LLC | 51,998 | $25.7M | 0.93% | +177+0.3% | Added |
| Trajan Wealth LLC | 51,979 | $25.7M | 1.74% | +51,979 | New |
| Aristotle Atlantic Partners, LLC | 51,332 | $25.4M | 0.83% | −689−1.3% | Reduced |
| Blue Chip Partners, Inc. | 51,210 | $25.3M | 2.46% | −359−0.7% | Reduced |
| Stack Financial Management, Inc | 51,143 | $25.3M | 2.32% | +133+0.3% | Added |
| HRT Financial LP | 51,043 | $25.3M | 0.16% | +20,987+69.8% | Added |
| First Foundation Advisors | 50,382 | $24.9M | 1.00% | −1,079−2.1% | Reduced |
| La Banque Postale Asset Management SA | 50,330 | $24.9M | 0.99% | −14,629−22.5% | Reduced |
| Cohen Capital Management, Inc. | 50,115 | $24.8M | 4.37% | +201+0.4% | Added |
| Fidelity National Financial, Inc. | 50,000 | $24.7M | 0.49% | +50,000 | New |
| Hemenway Trust Co LLC | 49,857 | $24.7M | 2.14% | +2,136+4.5% | Added |
| Bridgeway Capital Management, LLC | 49,797 | $24.6M | 0.50% | +2,732+5.8% | Added |
| QV Investors Inc. | 49,714 | $24.6M | 2.13% | +710+1.4% | Added |
| Snowden Capital Advisors LLC | 49,030 | $24.3M | 0.76% | +6,770+16.0% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 48,948 | $24.2M | 1.70% | +12,349+33.7% | Added |
| Allianz SE | 48,939 | $24.2M | 0.76% | +48,939 | New |
| Mill Capital Management, LLC | 48,919 | $24.2M | 2.02% | +5,891+13.7% | Added |
| Dana Investment Advisors, Inc. | 48,641 | $24.1M | 0.80% | +363+0.8% | Added |
| Mesirow Financial Investment Management, Inc. | 48,626 | $24.1M | 0.55% | +817+1.7% | Added |
| Massmutual Trust Co FSB | 48,249 | $23.9M | 0.74% | −2,446−4.8% | Reduced |
| Clifford Swan Investment Counsel LLC | 47,940 | $23.7M | 0.88% | +3,542+8.0% | Added |
| Cornerstone Advisors, LLC | 47,903 | $23.7M | 0.98% | −300−0.6% | Reduced |
| Tower Research Capital LLC (TRC) | 47,850 | $23.7M | 0.57% | −94,378−66.4% | Reduced |
| New Mexico Educational Retirement Board | 46,620 | $23.1M | 0.83% | −1,800−3.7% | Reduced |
| Narwhal Capital Management | 46,125 | $22.8M | 2.23% | +7,504+19.4% | Added |
| Novare Capital Management LLC | 45,850 | $22.7M | 2.05% | +2,924+6.8% | Added |
| Burney Co | 45,744 | $22.6M | 0.86% | −458−1.0% | Reduced |
| Aptus Capital Advisors, LLC | 45,385 | $22.5M | 0.48% | +2,601+6.1% | Added |
| Compagnie Lombard Odier SCmA | 45,226 | $22.4M | 0.40% | −4,683−9.4% | Reduced |
| HB Wealth Management, LLC | 44,962 | $22.2M | 0.28% | +4,615+11.4% | Added |
| Diversified Trust Co | 44,775 | $22.2M | 0.67% | +1,021+2.3% | Added |
| Whittier Trust Co of Nevada Inc | 44,255 | $21.9M | 0.63% | +1,158+2.7% | Added |
| Callahan Advisors, LLC | 44,152 | $21.8M | 2.29% | +151+0.3% | Added |
| Atria Wealth Solutions, Inc. | 43,865 | $21.7M | 0.25% | −2,288−5.0% | Reduced |
| Calamos Wealth Management LLC | 43,430 | $21.5M | 1.21% | +3,422+8.6% | Added |
| Trust Co of Virginia | 43,280 | $21.4M | 2.05% | −738−1.7% | Reduced |
| Norinchukin Bank, The | 43,145 | $21.3M | 0.64% | −3,492−7.5% | Reduced |
| First National Trust Co | 43,143 | $21.3M | 0.87% | −1,051−2.4% | Reduced |
| Copeland Capital Management, LLC | 43,009 | $21.3M | 0.39% | +3,187+8.0% | Added |
| NewEdge Wealth, LLC | 42,658 | $21.0M | 0.47% | −196−0.5% | Reduced |
| Garrison Bradford & Associates Inc | 42,504 | $21.0M | 21.69% | −295−0.7% | Reduced |
| D.A. Davidson & Co. | 42,063 | $20.8M | 0.19% | −1,671−3.8% | Reduced |
| Pittenger & Anderson Inc | 42,033 | $20.8M | 0.84% | +142+0.3% | Added |
| Liontrust Investment Partners LLP | 42,000 | $20.8M | 0.29% | +2,000+5.0% | Added |
| First American Bank | 41,959 | $20.8M | 1.57% | +979+2.4% | Added |
| Advisors Asset Management, Inc. | 41,746 | $20.7M | 0.40% | +4,538+12.2% | Added |
| FORA Capital, LLC | 41,455 | $20.5M | 1.69% | +25,177+154.7% | Added |
| Braun Stacey Associates Inc | 41,452 | $20.5M | 0.81% | −797−1.9% | Reduced |