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 |
|---|---|---|---|---|---|
| Alberta Investment Management Corp | 24,701 | $12.2M | 0.12% | +10.0% | Added |
| Coldstream Capital Management Inc | 24,624 | $12.2M | 0.31% | +1,508+6.5% | Added |
| TruWealth Advisors, LLC | 24,620 | $12.2M | 0.85% | −10,145−29.2% | Reduced |
| Wafra Inc. | 24,535 | $12.1M | 0.64% | −12,699−34.1% | Reduced |
| Walleye Capital LLC | 24,511 | $12.1M | 0.13% | −4,628−15.9% | Reduced |
| Glenview Trust Co | 24,423 | $12.1M | 0.26% | −657−2.6% | Reduced |
| Group One Trading, L.P. | 24,396 | $12.1M | 0.43% | −29,201−54.5% | Reduced |
| Live Oak Private Wealth LLC | 24,391 | $12.1M | 2.09% | +1,301+5.6% | Added |
| Litman Gregory Asset Management LLC | 24,364 | $12.1M | 1.09% | +1,418+6.2% | Added |
| Abner Herrman & Brock LLC | 24,271 | $12.0M | 1.50% | −21−0.1% | Reduced |
| Alaska Permanent Fund Corp | 24,190 | $12.0M | 0.18% | +16,132+200.2% | Added |
| McKinley Capital Management LLC /Delaware | 24,102 | $11.9M | 1.43% | −27,101−52.9% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 24,020 | $11.9M | 1.21% | +241+1.0% | Added |
| Cyndeo Wealth Partners, LLC | 23,844 | $11.8M | 0.98% | −1,051−4.2% | Reduced |
| Jupiter Asset Management Ltd | 23,844 | $11.8M | 0.11% | −5,001−17.3% | Reduced |
| Ninety One SA (PTY) Ltd | 23,686 | $11.7M | 1.68% | +487+2.1% | Added |
| Jones Financial Companies LLLP | 23,479 | $11.6M | 0.02% | +2,990+14.6% | Added |
| Somerville Kurt F | 23,476 | $11.6M | 1.99% | +1,733+8.0% | Added |
| Hyperion Capital Advisors LP | 23,466 | $11.6M | 5.48% | 00.0% | Unchanged |
| Churchill Management Corp | 23,232 | $11.5M | 0.14% | +23,232 | New |
| Greenleaf Trust | 23,204 | $11.5M | 0.11% | −2,319−9.1% | Reduced |
| NEOS Investment Management LLC | 23,181 | $11.5M | 0.71% | +5,886+34.0% | Added |
| Sectoral Asset Management Inc | 23,175 | $11.5M | 4.51% | +4,250+22.5% | Added |
| Cary Street Partner Investment Advisory LLC | 23,175 | $11.5M | 0.48% | +1,033+4.7% | Added |
| HealthInvest Partners AB | 23,041 | $11.4M | 6.94% | +4,633+25.2% | Added |
| Robeco Schweiz AG | 22,971 | $11.4M | 0.20% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 22,794 | $11.3M | 0.32% | +1,804+8.6% | Added |
| Smithbridge Asset Management Inc | 22,660 | $11.2M | 2.31% | −635−2.7% | Reduced |
| West Coast Financial LLC | 22,499 | $11.1M | 1.35% | −64−0.3% | Reduced |
| Richard Bernstein Advisors LLC | 22,493 | $11.1M | 0.24% | 00.0% | Unchanged |
| Twin Capital Management Inc | 22,406 | $11.1M | 1.37% | −1,130−4.8% | Reduced |
| Sonora Investment Management Group, LLC | 22,377 | $11.1M | 0.87% | +971+4.5% | Added |
| Advisory Research Inc | 22,332 | $11.0M | 2.20% | +504+2.3% | Added |
| Ascent Group, LLC | 22,285 | $11.0M | 0.97% | −383−1.7% | Reduced |
| James Investment Research Inc | 22,176 | $11.0M | 1.30% | −3,813−14.7% | Reduced |
| Leavell Investment Management, Inc. | 22,140 | $11.0M | 0.63% | −492−2.2% | Reduced |
| High Note Wealth, LLC | 22,071 | $10.9M | 3.55% | +1,075+5.1% | Added |
| Procyon Private Wealth Partners, LLC | 22,033 | $10.9M | 0.84% | +483+2.2% | Added |
| Integrated Wealth Concepts LLC | 21,998 | $10.9M | 0.16% | +2,952+15.5% | Added |
| Miramar Capital, LLC | 21,698 | $10.9M | 2.74% | +20,707+2,089.5% | Added |
| Montag & Caldwell, LLC | 21,878 | $10.8M | 1.86% | −22,118−50.3% | Reduced |
| Dividend Assets Capital, LLC | 21,797 | $10.8M | 2.27% | −972−4.3% | Reduced |
| Stratos Wealth Partners, LTD. | 21,682 | $10.7M | 0.18% | +519+2.5% | Added |
| Princeton Global Asset Management LLC | 21,581 | $10.7M | 2.54% | +30+0.1% | Added |
| HighPoint Advisor Group LLC | 20,848 | $10.7M | 0.75% | −527−2.5% | Reduced |
| Berger Financial Group, Inc | 21,544 | $10.7M | 0.88% | +750+3.6% | Added |
| Shelton Capital Management | 21,487 | $10.6M | 0.30% | +812+3.9% | Added |
| Moneta Group Investment Advisors LLC | 21,403 | $10.6M | 0.17% | +1,487+7.5% | Added |
| WoodTrust Financial Corp | 21,302 | $10.5M | 1.67% | −426−2.0% | Reduced |
| Woodmont Investment Counsel LLC | 20,928 | $10.4M | 0.87% | +1,404+7.2% | Added |
| CX Institutional | 20,848 | $10.3M | 0.50% | +1,564+8.1% | Added |
| St Germain D J Co Inc | 20,794 | $10.3M | 0.50% | −47−0.2% | Reduced |
| Schechter Investment Advisors, LLC | 20,781 | $10.3M | 0.77% | +5,702+37.8% | Added |
| Broderick Brian C | 20,775 | $10.3M | 2.20% | +2,168+11.7% | Added |
| TD Private Client Wealth LLC | 20,755 | $10.3M | 0.34% | −3,377−14.0% | Reduced |
| Capstone Investment Advisors, LLC | 20,717 | $10.2M | 0.19% | +18,723+939.0% | Added |
| Horizon Investments, LLC | 20,704 | $10.2M | 0.27% | −108−0.5% | Reduced |
| NBT Bank N A | 20,685 | $10.2M | 0.75% | −273−1.3% | Reduced |
| Beese Fulmer Investment Management, Inc. | 20,623 | $10.2M | 0.96% | +19,109+1,262.2% | Added |
| LGT Group Foundation | 20,550 | $10.2M | 0.24% | −11,065−35.0% | Reduced |
| WESPAC Advisors SoCal, LLC | 20,508 | $10.1M | 2.65% | +87+0.4% | Added |
| Sequoia Financial Advisors, LLC | 20,498 | $10.1M | 0.13% | −10,401−33.7% | Reduced |
| Principal Securities, Inc. | 20,483 | $10.1M | 0.32% | +432+2.2% | Added |
| Earnest Partners LLC | 20,403 | $10.1M | 0.05% | −23,659−53.7% | Reduced |
| Ameritas Investment Partners, Inc. | 20,378 | $10.1M | 0.35% | −1,002−4.7% | Reduced |
| Executive Wealth Management, LLC | 20,564 | $10.1M | 0.88% | +868+4.4% | Added |
| WS Portfolio Advisory, LLC | 20,354 | $10.1M | 1.78% | −3,678−15.3% | Reduced |
| Beach Investment Counsel Inc | 19,058 | $10.0M | 1.24% | 00.0% | Unchanged |
| Davis-Rea Ltd. | 20,278 | $10.0M | 4.57% | +10,297+103.2% | Added |
| Signaturefd, LLC | 20,275 | $10.0M | 0.21% | −1,114−5.2% | Reduced |
| Greenwich Wealth Management LLC | 20,270 | $10.0M | 0.80% | +26+0.1% | Added |
| Anchor Investment Management, LLC | 20,262 | $10.0M | 1.05% | +627+3.2% | Added |
| Toth Financial Advisory Corp | 20,024 | $9.91M | 1.24% | +302+1.5% | Added |
| Strong Tower Advisory Services | 20,225 | $9.90M | 3.98% | −28−0.1% | Reduced |
| AlTi Global, Inc. | 20,021 | $9.90M | 0.28% | +7,378+58.4% | Added |
| Bornite Capital Management LP | 20,000 | $9.89M | 1.66% | −10,000−33.3% | Reduced |
| Governors Lane LP | 20,000 | $9.89M | 1.59% | +2,349+13.3% | Added |
| KCM Investment Advisors LLC | 19,906 | $9.85M | 0.36% | +342+1.7% | Added |
| Pallas Capital Advisors LLC | 19,889 | $9.84M | 0.41% | +670+3.5% | Added |
| Point72 Hong Kong Ltd | 19,848 | $9.82M | 0.50% | +19,848 | New |
| North Star Asset Management Inc | 19,815 | $9.80M | 0.46% | +3,469+21.2% | Added |
| Wedge Capital Management L L P | 19,781 | $9.79M | 0.16% | +5,290+36.5% | Added |
| TCTC Holdings, LLC | 19,768 | $9.78M | 0.32% | +53+0.3% | Added |
| Evoke Wealth, LLC | 19,760 | $9.78M | 0.29% | +19,760 | New |
| Advanced Asset Management Advisors Inc | 19,700 | $9.75M | 2.41% | −40−0.2% | Reduced |
| Plato Investment Management Ltd | 19,676 | $9.73M | 1.01% | +17,373+754.4% | Added |
| Mutual Advisors, LLC | 19,676 | $9.73M | 0.31% | +328+1.7% | Added |
| Castleark Management LLC | 19,634 | $9.71M | 0.40% | +2,060+11.7% | Added |
| Kesler, Norman & Wride, LLC | 19,623 | $9.71M | 2.06% | +2,755+16.3% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 21,957 | $9.70M | 1.86% | +151+0.7% | Added |
| Ballentine Partners, LLC | 19,503 | $9.65M | 0.18% | −229−1.2% | Reduced |
| Ascent Wealth Partners, LLC | 19,443 | $9.62M | 1.43% | +187+1.0% | Added |
| University of Texas/Texas Am Investment Managment Co | 18,838 | $9.62M | 1.13% | +9,469+101.1% | Added |
| Wealth Advisory Solutions, LLC | 19,427 | $9.61M | 2.49% | +1,182+6.5% | Added |
| Ibex Wealth Advisors | 18,103 | $9.60M | 2.60% | +18,093+180,930.0% | Added |
| PFM Health Sciences, LP | 19,361 | $9.58M | 0.48% | 00.0% | Unchanged |
| Stokes Capital Advisors, LLC | 19,206 | $9.50M | 2.76% | +857+4.7% | Added |
| Caldwell Trust Co | 19,159 | $9.48M | 1.10% | −645−3.3% | Reduced |
| Capital Investment Advisors, LLC | 19,027 | $9.41M | 0.22% | +2,129+12.6% | Added |
| Motco | 19,001 | $9.40M | 0.56% | +768+4.2% | Added |