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 |
|---|---|---|---|---|---|
| Crossmark Global Holdings, Inc. | 41,359 | $20.5M | 0.39% | +2,218+5.7% | Added |
| First Citizens Bank & Trust Co | 41,049 | $20.3M | 0.39% | +7,703+23.1% | Added |
| Gabelli Funds LLC | 40,710 | $20.1M | 0.15% | −87,005−68.1% | Reduced |
| Alps Advisors Inc | 40,631 | $20.1M | 0.14% | −607−1.5% | Reduced |
| First Financial Bankshares Inc | 40,512 | $20.0M | 0.45% | +318+0.8% | Added |
| Rhenman & Partners Asset Management AB | 40,500 | $20.0M | 1.90% | −13,500−25.0% | Reduced |
| Trillium Asset Management, LLC | 40,302 | $19.9M | 0.51% | +180+0.4% | Added |
| Colonial Trust Advisors | 40,300 | $19.9M | 1.97% | −657−1.6% | Reduced |
| Hendershot Investments Inc. | 40,032 | $19.8M | 2.83% | +2,421+6.4% | Added |
| Sawgrass Asset Management LLC | 39,954 | $19.8M | 2.16% | +15,723+64.9% | Added |
| Patten & Patten Inc | 39,750 | $19.7M | 1.40% | +497+1.3% | Added |
| DuPont Capital Management Corp | 39,679 | $19.6M | 1.62% | −2,884−6.8% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 39,597 | $19.6M | 1.25% | +4,107+11.6% | Added |
| Cim, LLC | 39,514 | $19.5M | 2.96% | +6,853+21.0% | Added |
| Private Capital Advisors, Inc. | 39,442 | $19.5M | 2.43% | −505−1.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 39,348 | $19.5M | 0.83% | −6,077−13.4% | Reduced |
| Pinnacle Associates Ltd | 39,283 | $19.4M | 0.31% | −1,267−3.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 39,214 | $19.4M | 0.41% | +3,881+11.0% | Added |
| Two Sigma Securities, LLC | 39,208 | $19.4M | 0.94% | +19,952+103.6% | Added |
| Lockheed Martin Investment Management Co | 39,580 | $19.4M | 1.41% | −920−2.3% | Reduced |
| Appleton Partners Inc | 38,919 | $19.3M | 1.49% | +3,866+11.0% | Added |
| Madison Asset Management, LLC | 38,899 | $19.2M | 0.24% | +801+2.1% | Added |
| Banque Cantonale Vaudoise | 38,803 | $19.2M | 0.75% | −10,674−21.6% | Reduced |
| Great Valley Advisor Group, Inc. | 38,747 | $19.2M | 0.58% | −642−1.6% | Reduced |
| Salem Investment Counselors Inc | 38,702 | $19.1M | 0.63% | +2,796+7.8% | Added |
| First Eagle Investment Management, LLC | 38,680 | $19.1M | 0.04% | −142−0.4% | Reduced |
| WSFS Capital Management, LLC | 38,599 | $19.1M | 1.08% | +993+2.6% | Added |
| Minneapolis Portfolio Management Group, LLC | 38,528 | $19.1M | 2.61% | −2,162−5.3% | Reduced |
| Independent Advisor Alliance | 38,304 | $18.9M | 0.68% | +2,242+6.2% | Added |
| 11 Capital Partners LP | 38,300 | $18.9M | 8.29% | +7,238+23.3% | Added |
| E. Ohman J:or Asset Management AB | 38,200 | $18.9M | 0.48% | −64,890−62.9% | Reduced |
| Clarity Financial LLC | 38,139 | $18.9M | 2.92% | +36,403+2,096.9% | Added |
| Twin Tree Management, LP | 38,129 | $18.9M | 0.43% | +38,129 | New |
| Annex Advisory Services, LLC | 38,120 | $18.9M | 0.67% | +2,179+6.1% | Added |
| Kempen Capital Management N.V. | 38,064 | $18.8M | 0.23% | +3,897+11.4% | Added |
| Stewart & Patten Co LLC | 38,054 | $18.8M | 2.81% | +594+1.6% | Added |
| GAM Holding AG | 38,052 | $18.8M | 1.36% | +8,170+27.3% | Added |
| JLB & Associates Inc | 37,784 | $18.7M | 2.49% | +459+1.2% | Added |
| Oversea-Chinese Banking CORP Ltd | 37,719 | $18.7M | 0.60% | +19,417+106.1% | Added |
| Avantax Advisory Services, Inc. | 37,630 | $18.6M | 0.17% | +5,074+15.6% | Added |
| Adviser Investments LLC | 37,599 | $18.6M | 0.25% | +3,640+10.7% | Added |
| Modera Wealth Management, LLC | 37,515 | $18.6M | 0.28% | −956−2.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 37,456 | $18.5M | 1.27% | −135−0.4% | Reduced |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 37,396 | $18.5M | 4.52% | +11,162+42.5% | Added |
| Kestra Private Wealth Services, LLC | 37,366 | $18.5M | 0.42% | +1,638+4.6% | Added |
| Metropolitan Life Insurance Co | 37,306 | $18.5M | 0.80% | −343−0.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 37,261 | $18.4M | 0.33% | −1,225−3.2% | Reduced |
| Marco Investment Management LLC | 36,992 | $18.3M | 1.73% | +255+0.7% | Added |
| Westpac Banking Corp | 36,910 | $18.3M | 1.39% | −4,374−10.6% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 36,500 | $18.1M | 0.56% | +2,693+8.0% | Added |
| Kovitz Investment Group Partners, LLC | 36,340 | $18.0M | 0.23% | +20,424+128.3% | Added |
| Eagle Global Advisors LLC | 36,228 | $17.9M | 1.01% | −51−0.1% | Reduced |
| Harbor Investment Advisory, LLC | 35,946 | $17.8M | 1.86% | +1,129+3.2% | Added |
| Violich Capital Management, Inc. | 35,840 | $17.7M | 2.54% | +1,990+5.9% | Added |
| Stillwater Capital Advisors, LLC | 35,800 | $17.7M | 2.62% | −20−0.1% | Reduced |
| Albion Financial Group | 35,688 | $17.7M | 1.36% | −834−2.3% | Reduced |
| Gluskin Sheff & Assoc Inc | 35,516 | $17.6M | 1.76% | +11,440+47.5% | Added |
| FineMark National Bank & Trust | 35,475 | $17.5M | 0.65% | +410+1.2% | Added |
| Wallington Asset Management, LLC | 35,388 | $17.5M | 2.74% | −83−0.2% | Reduced |
| Parallel Advisors, LLC | 35,383 | $17.5M | 0.47% | −128−0.4% | Reduced |
| Oak Ridge Investments LLC | 35,380 | $17.5M | 1.77% | +1,450+4.3% | Added |
| Ashton Thomas Private Wealth, LLC | 35,345 | $17.5M | 1.00% | +983+2.9% | Added |
| Terry L. Blaker | 35,343 | $17.5M | 1.31% | +1,452+4.3% | Added |
| Point72 (DIFC) Ltd | 35,305 | $17.5M | 1.35% | +35,305 | New |
| Resources Investment Advisors, LLC. | 35,208 | $17.4M | 0.27% | −551−1.5% | Reduced |
| Foundations Investment Advisors, LLC | 35,079 | $17.4M | 0.45% | +4,922+16.3% | Added |
| TCG Advisory Services, LLC | 34,983 | $17.3M | 0.96% | +1,749+5.3% | Added |
| Azimuth Capital Investment Management LLC | 34,969 | $17.3M | 0.71% | +453+1.3% | Added |
| Eisler Capital (UK) Ltd. | 34,934 | $17.3M | 2.14% | +7,268+26.3% | Added |
| Pictet North America Advisors SA | 34,743 | $17.2M | 1.92% | −526−1.5% | Reduced |
| Park Avenue Securities LLC | 34,637 | $17.1M | 0.22% | −1,980−5.4% | Reduced |
| Freestone Capital Holdings, LLC | 34,547 | $17.1M | 0.64% | −8,172−19.1% | Reduced |
| Smith Group Asset Management, LLC | 34,140 | $16.9M | 0.97% | −13,875−28.9% | Reduced |
| ExodusPoint Capital Management, LP | 34,011 | $16.8M | 0.21% | +1,585+4.9% | Added |
| Foyston, Gordon, & Payne Inc | 33,732 | $16.7M | 4.02% | +3,735+12.5% | Added |
| Simplex Trading, LLC | 33,725 | $16.7M | 0.49% | +33,725 | New |
| Jump Financial, LLC | 33,639 | $16.6M | 0.45% | +30,420+945.0% | Added |
| Empirical Finance, LLC | 33,595 | $16.6M | 1.02% | +1,120+3.4% | Added |
| Vinva Investment Management Ltd | 33,448 | $16.5M | 0.95% | +1,165+3.6% | Added |
| Quest Investment Management LLC | 33,425 | $16.5M | 1.85% | +5,348+19.0% | Added |
| Level Four Advisory Services, LLC | 31,327 | $16.5M | 0.91% | +695+2.3% | Added |
| LSV Asset Management | 33,000 | $16.3M | 0.03% | 00.0% | Unchanged |
| Washington Trust Bank | 32,985 | $16.3M | 1.56% | +518+1.6% | Added |
| Raub Brock Capital Management LP | 32,971 | $16.3M | 3.45% | −1,374−4.0% | Reduced |
| Argent Trust Co | 32,898 | $16.3M | 0.73% | −192−0.6% | Reduced |
| Transform Wealth, LLC | 32,695 | $16.2M | 1.54% | −2,312−6.6% | Reduced |
| Apollon Wealth Management, LLC | 32,429 | $16.0M | 0.51% | −327−1.0% | Reduced |
| Bragg Financial Advisors, Inc | 32,369 | $16.0M | 0.72% | −512−1.6% | Reduced |
| Citizens Financial Group Inc | 32,312 | $16.0M | 0.53% | +497+1.6% | Added |
| Adell Harriman & Carpenter Inc | 32,289 | $16.0M | 1.32% | −984−3.0% | Reduced |
| Overbrook Management Corp | 32,132 | $15.9M | 4.27% | −13,245−29.2% | Reduced |
| Trust Co of Vermont | 32,132 | $15.9M | 0.89% | +4,860+17.8% | Added |
| Empowered Funds, LLC | 32,073 | $15.9M | 0.29% | +7,781+32.0% | Added |
| Wesleyan Assurance Society | 32,075 | $15.9M | 1.40% | +18,975+144.8% | Added |
| Kennedy Capital Management, Inc. | 32,055 | $15.9M | 0.33% | +22,487+235.0% | Added |
| Phoenix Holdings Ltd. | 32,055 | $15.8M | 0.22% | +11,140+53.3% | Added |
| Kornitzer Capital Management Inc | 31,890 | $15.8M | 0.29% | +69+0.2% | Added |
| Neville Rodie & Shaw Inc | 31,763 | $15.7M | 1.20% | −824−2.5% | Reduced |
| LMCG Investments, LLC | 31,724 | $15.7M | 0.92% | −3,997−11.2% | Reduced |
| Synergy Financial Management, LLC | 31,631 | $15.6M | 2.66% | +28,324+856.5% | Added |