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 |
|---|---|---|---|---|---|
| united american securities inc. (d/b/a uas asset management) | 31,537 | $15.6M | 4.17% | +823+2.7% | Added |
| Simplicity Wealth,LLC | 31,520 | $15.6M | 0.37% | +29,615+1,554.6% | Added |
| Beacon Investment Advisory Services, Inc. | 31,484 | $15.6M | 0.67% | −646−2.0% | Reduced |
| Petredis Investment Advisors LLC | 31,483 | $15.6M | 1.87% | +743+2.4% | Added |
| German American Bancorp, Inc. | 31,462 | $15.6M | 1.87% | +734+2.4% | Added |
| Hamilton Capital Partners Inc. | 31,255 | $15.5M | 1.87% | +18,264+140.6% | Added |
| Edgar Lomax Co | 31,220 | $15.4M | 0.95% | −1,348−4.1% | Reduced |
| Motley Fool Asset Management LLC | 31,220 | $15.4M | 1.00% | +3,533+12.8% | Added |
| Carnegie Capital Asset Management, LLC | 30,748 | $15.2M | 0.47% | −11,452−27.1% | Reduced |
| Siemens Fonds Invest GmbH | 30,729 | $15.2M | 1.17% | +657+2.2% | Added |
| CCM Investment Advisers LLC | 30,668 | $15.2M | 1.81% | −1,072−3.4% | Reduced |
| Congress Wealth Management LLC | 30,635 | $15.2M | 0.26% | −25,865−45.8% | Reduced |
| Arnhold LLC | 30,596 | $15.1M | 1.60% | −430−1.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 30,523 | $15.1M | 1.04% | −2,428−7.4% | Reduced |
| Lowe Brockenbrough & Co Inc | 30,419 | $15.0M | 1.02% | +3,018+11.0% | Added |
| Payden & Rygel | 30,380 | $15.0M | 1.03% | +5,600+22.6% | Added |
| Payden & Rygel Investment Group | 30,380 | $15.0M | 1.03% | +30,380 | New |
| King Wealth | 30,268 | $15.0M | 2.63% | +2,582+9.3% | Added |
| Cardinal Capital Management, Inc. | 30,267 | $15.0M | 0.66% | +1,222+4.2% | Added |
| Massachusetts Financial Services Co | 30,039 | $14.9M | 0.00% | −260,667−89.7% | Reduced |
| Incline Global Management LLC | 30,026 | $14.9M | 4.72% | +30,026 | New |
| BlackBarn Capital Partners LP | 30,000 | $14.8M | 8.58% | +3,700+14.1% | Added |
| Segment Wealth Management, LLC | 29,827 | $14.8M | 1.12% | +642+2.2% | Added |
| Allworth Financial LP | 29,719 | $14.7M | 0.10% | +1,309+4.6% | Added |
| Anchor Capital Advisors LLC | 29,657 | $14.7M | 0.38% | −2,944−9.0% | Reduced |
| Middleton & Co Inc | 29,449 | $14.6M | 1.68% | +384+1.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 29,407 | $14.5M | 8.07% | −271−0.9% | Reduced |
| Concord Investment Counsel Inc. | 29,399 | $14.5M | 5.25% | +29,399 | New |
| Northwestern Mutual Investment Management Company, LLC | 29,349 | $14.5M | 0.38% | +72+0.2% | Added |
| YHB Investment Advisors, Inc. | 29,299 | $14.5M | 1.29% | −1,972−6.3% | Reduced |
| Barlow Wealth Partners, Inc. | 32,946 | $14.5M | 1.97% | +1,330+4.2% | Added |
| Moran Wealth Management, LLC | 29,069 | $14.4M | 0.47% | +2,338+8.7% | Added |
| Baader Bank INC | 29,065 | $14.4M | 1.17% | −3,977−12.0% | Reduced |
| Carlson Capital Management | 29,029 | $14.4M | 0.68% | −3,400−10.5% | Reduced |
| Axxcess Wealth Management, LLC | 28,974 | $14.3M | 0.41% | −359−1.2% | Reduced |
| Dakota Wealth Management | 28,807 | $14.3M | 0.36% | +6,221+27.5% | Added |
| Marks Group Wealth Management, Inc | 28,715 | $14.2M | 1.48% | +1,312+4.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 28,582 | $14.1M | 1.19% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 28,553 | $14.1M | 0.40% | +671+2.4% | Added |
| Core Alternative Capital | 28,291 | $14.0M | 2.51% | −1,703−5.7% | Reduced |
| Boston Private Wealth LLC | 28,010 | $13.9M | 0.31% | −3,337−10.6% | Reduced |
| S&CO Inc | 27,969 | $13.8M | 0.97% | +19,054+213.7% | Added |
| Nicola Wealth Management Ltd. | 27,900 | $13.8M | 1.34% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 27,700 | $13.7M | 0.51% | 00.0% | Unchanged |
| Roundview Capital LLC | 27,410 | $13.6M | 1.11% | +1,161+4.4% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 27,292 | $13.5M | 0.84% | −524−1.9% | Reduced |
| Howe & Rusling Inc | 27,231 | $13.5M | 1.29% | +4,212+18.3% | Added |
| Scholtz & Company, LLC | 27,160 | $13.4M | 5.93% | +2,855+11.7% | Added |
| Penobscot Investment Management Company, Inc. | 27,116 | $13.4M | 1.42% | +537+2.0% | Added |
| Pioneer Trust Bank N A | 27,049 | $13.4M | 3.72% | +1,910+7.6% | Added |
| Nomura Holdings Inc | 27,031 | $13.4M | 0.11% | −1,675−5.8% | Reduced |
| Bleakley Financial Group, LLC | 26,933 | $13.3M | 0.39% | −17,758−39.7% | Reduced |
| Toroso Investments, LLC | 26,920 | $13.3M | 0.23% | +2,018+8.1% | Added |
| Schmidt P J Investment Management Inc | 26,898 | $13.3M | 2.51% | +708+2.7% | Added |
| Longbow Finance SA | 26,895 | $13.3M | 1.35% | +26,895 | New |
| Torray LLC | 26,852 | $13.3M | 1.99% | 00.0% | Unchanged |
| L1 Capital International Pty Ltd | 27,084 | $13.3M | 5.90% | +6,194+29.7% | Added |
| Brookstone Capital Management | 26,761 | $13.2M | 0.24% | +4,326+19.3% | Added |
| Wedbush Securities Inc | 26,738 | $13.2M | 0.49% | +1,353+5.3% | Added |
| Choate Investment Advisors | 26,644 | $13.2M | 0.35% | +3,592+15.6% | Added |
| McRae Capital Management Inc | 26,557 | $13.1M | 2.88% | +2,555+10.6% | Added |
| Tradewinds, LLC. | 26,268 | $13.1M | 11.64% | +26,268 | New |
| Meeder Asset Management Inc | 26,531 | $13.1M | 0.83% | −21,250−44.5% | Reduced |
| Janney Capital Management LLC | 26,489 | $13.1M | 0.87% | +4,416+20.0% | Added |
| Amica Mutual Insurance Co | 26,409 | $13.1M | 1.33% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 26,198 | $13.0M | 0.29% | +3,429+15.1% | Added |
| North Point Portfolio Managers Corp | 26,138 | $12.9M | 2.19% | −10,306−28.3% | Reduced |
| ARS Wealth Advisors Group, LLC | 26,118 | $12.9M | 1.74% | +3,835+17.2% | Added |
| Miracle Mile Advisors, LLC | 26,100 | $12.9M | 0.32% | +1,095+4.4% | Added |
| Tower Bridge Advisors | 26,073 | $12.9M | 1.31% | −5,250−16.8% | Reduced |
| Stonebridge Capital Advisors LLC | 26,059 | $12.9M | 1.16% | +2,112+8.8% | Added |
| BNP Paribas | 25,944 | $12.8M | 0.60% | +25,944 | New |
| Equitable Holdings, Inc. | 25,950 | $12.8M | 0.14% | +1,383+5.6% | Added |
| Heritage Trust Co | 25,930 | $12.8M | 1.72% | +502+2.0% | Added |
| Van Hulzen Asset Management, LLC | 25,877 | $12.8M | 0.85% | +1,495+6.1% | Added |
| Highlander Capital Management, LLC | 25,840 | $12.8M | 4.38% | 00.0% | Unchanged |
| Girard Partners Ltd. | 25,794 | $12.8M | 1.20% | −2,195−7.8% | Reduced |
| Quantbot Technologies LP | 25,793 | $12.8M | 0.72% | +25,793 | New |
| Grimes & Company, Inc. | 25,756 | $12.7M | 0.39% | +845+3.4% | Added |
| Wetherby Asset Management Inc | 25,634 | $12.7M | 0.61% | −652−2.5% | Reduced |
| Haverford Financial Services, Inc. | 25,565 | $12.6M | 3.64% | −1,000−3.8% | Reduced |
| Logan Capital Management Inc | 25,325 | $12.5M | 0.54% | +3,300+15.0% | Added |
| Buckingham Capital Management, Inc. | 25,283 | $12.5M | 1.53% | +337+1.4% | Added |
| Muhlenkamp & Co Inc | 25,205 | $12.5M | 3.62% | +286+1.1% | Added |
| Tocqueville Asset Management L.P. | 25,192 | $12.5M | 0.20% | −58−0.2% | Reduced |
| Sumitomo Life Insurance Co | 24,502 | $12.5M | 0.32% | +5,204+27.0% | Added |
| Silvercrest Asset Management Group LLC | 25,170 | $12.5M | 0.08% | +7,308+40.9% | Added |
| Leuthold Group, LLC | 25,159 | $12.4M | 1.40% | −109−0.4% | Reduced |
| Dynamic Advisor Solutions LLC | 25,098 | $12.4M | 0.42% | +3,048+13.8% | Added |
| Venturi Wealth Management, LLC | 25,059 | $12.4M | 0.80% | −357−1.4% | Reduced |
| Mission Wealth Management, LP | 25,049 | $12.4M | 0.33% | +4,254+20.5% | Added |
| Buckingham Strategic Wealth, LLC | 25,038 | $12.4M | 0.13% | −1,044−4.0% | Reduced |
| Artemis Investment Management LLP | 25,044 | $12.4M | 0.16% | −9,370−27.2% | Reduced |
| Bright Rock Capital Management, LLC | 25,000 | $12.4M | 2.56% | 00.0% | Unchanged |
| Matrix Asset Advisors Inc | 24,983 | $12.4M | 1.48% | +6,135+32.5% | Added |
| Covington Investment Advisors Inc. | 24,975 | $12.4M | 2.01% | +2,997+13.6% | Added |
| Addenda Capital Inc. | 24,903 | $12.3M | 0.47% | −1,331−5.1% | Reduced |
| Engineers Gate Manager LP | 24,891 | $12.3M | 0.32% | +20,649+486.8% | Added |
| Rakuten Investment Management, Inc. | 24,872 | $12.3M | 0.09% | +22,584+987.1% | Added |
| American National Bank | 24,833 | $12.3M | 1.63% | +4,130+19.9% | Added |