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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, Q2 2024

Institutional positions in UnitedHealth Group Inc as of Jun 30, 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
3,407
+69 vs. Q1 2024
Shares held
809.4M
+7.94M (+1.0%) vs. Q1 2024
Total value
$411.9B
+$15.8B (+4.0%) vs. Q1 2024
New holders
220
1,519 more added
Sold out
151
1,333 more reduced

47 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 3,407 institutions
Q1 2021: 2,516 institutionsQ2 2021: 2,592 institutionsQ3 2021: 2,573 institutionsQ4 2021: 2,909 institutionsQ1 2022: 2,966 institutionsQ2 2022: 2,965 institutionsQ3 2022: 2,999 institutionsQ4 2022: 3,160 institutionsQ1 2023: 3,115 institutionsQ2 2023: 3,137 institutionsQ3 2023: 3,145 institutionsQ4 2023: 3,422 institutionsQ1 2024: 3,385 institutionsQ2 2024: 3,407 institutionsQ3 2024: 3,477 institutionsQ4 2024: 3,685 institutionsQ1 2025: 3,614 institutionsQ2 2025: 3,186 institutionsQ3 2025: 3,169 institutionsQ4 2025: 3,312 institutionsQ1 2026: 3,055 institutionsQ2 2026: 3,395 institutions
Value heldQ2 2024: $411.9B
Q1 2021: $307.3BQ2 2021: $330.1BQ3 2021: $321.7BQ4 2021: $413.9BQ1 2022: $418.3BQ2 2022: $422.0BQ3 2022: $413.5BQ4 2022: $434.2BQ1 2023: $383.6BQ2 2023: $388.4BQ3 2023: $407.5BQ4 2023: $428.0BQ1 2024: $398.9BQ2 2024: $411.9BQ3 2024: $474.6BQ4 2024: $409.5BQ1 2025: $424.3BQ2 2025: $241.1BQ3 2025: $253.5BQ4 2025: $248.2BQ1 2026: $202.4BQ2 2026: $325.1B
Institutions holding UNH and their total value by quarter
QuarterHoldersValue
Q2 20263,395$325.1B
Q1 20263,055$202.4B
Q4 20253,312$248.2B
Q3 20253,169$253.5B
Q2 20253,186$241.1B
Q1 20253,614$424.3B
Q4 20243,685$409.5B
Q3 20243,477$474.6B
Q2 20243,407$411.9B
Q1 20243,385$398.9B
Q4 20233,422$428.0B
Q3 20233,145$407.5B
Q2 20233,137$388.4B
Q1 20233,115$383.6B
Q4 20223,160$434.2B
Q3 20222,999$413.5B
Q2 20222,965$422.0B
Q1 20222,966$418.3B
Q4 20212,909$413.9B
Q3 20212,573$321.7B
Q2 20212,592$330.1B
Q1 20212,516$307.3B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q1 2024.

Institutions holding UNH in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Spire Wealth Management24$120.00%00.0%Unchanged
McClarren Financial Advisors, Inc.2,755$2100.15%+1,813+192.5%Added
Sofos Investments, Inc.2$1.02K0.00%−70−97.2%Reduced
Hoey Investments, Inc3$1.53K0.00%−1,877−99.8%Reduced
Breakwater Investment Management3$1.53K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.3$1.53K0.00%+3New
Cedar Wealth Management, LLC6$3.06K0.00%−6−50.0%Reduced
Abich Financial Wealth Management LLC6$3.06K0.00%00.0%Unchanged
HBC Financial Services, PLLC8$4.00K0.00%00.0%Unchanged
Gold Investment Management Ltd.8$4.07K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC8$4.07K0.00%00.0%Unchanged
Pacifica Partners Inc.9$4.41K0.00%−40−81.6%Reduced
Tributary Capital Management, LLC9$4.58K0.00%00.0%Unchanged
Elequin Capital LP9$4.58K0.00%+9New
Bradley & Co. Private Wealth Management, LLC10$5.09K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC11$5.60K0.00%−80−87.9%Reduced
Sanctuary Wealth Management, L.L.C.11$5.60K0.00%+5+83.3%Added
FPC Investment Advisory, Inc.11$6.31K0.01%00.0%Unchanged
PayPay Securities Corp15$7.64K0.64%+3+25.0%Added
C M Bidwell & Associates Ltd16$8.15K0.01%00.0%Unchanged
Christopher J. Hasenberg, Inc17$8.66K0.00%00.0%Unchanged
Dixon Mitchell Investment Counsel Inc.17$8.66K0.00%+8+88.9%Added
Rocky Mountain Advisers, LLC18$9.17K0.00%−10−35.7%Reduced
Goodman Advisory Group, LLC18$9.17K0.00%00.0%Unchanged
Longfellow Investment Management Co LLC18$9.17K0.00%+2+12.5%Added
Westend Capital Management, LLC19$9.40K0.00%−29−60.4%Reduced
4Thought Financial Group Inc.20$10.2K0.01%00.0%Unchanged
Stephens Consulting, LLC20$10.2K0.00%00.0%Unchanged
Main Street Group, LTD21$10.4K0.00%−51−70.8%Reduced
Global Wealth Strategies & Associates21$10.7K0.00%00.0%Unchanged
New Age Alpha Advisors, LLC21$10.7K0.01%+21New
Partnership Wealth Management, LLC22$11.2K0.01%+22New
Chesapeake Asset Management LLC24$12.6K0.01%00.0%Unchanged
Emfo, LLC25$12.7K0.01%00.0%Unchanged
Advantage Trust Co25$12.7K0.01%00.0%Unchanged
Anfield Capital Management, LLC25$12.7K0.01%+25New
Wormser Freres Gestion25$13.2K0.01%00.0%Unchanged
JDM Financial Group LLC26$13.2K0.01%00.0%Unchanged
Vista Private Wealth Partners. LLC27$13.8K0.01%+27New
Insight Financial Services33$17.1K0.01%00.0%Unchanged
EnRich Financial Partners LLC38$19.4K0.01%+38New
POM Investment Strategies, LLC41$20.9K0.02%+35+583.3%Added
Tacita Capital Inc42$21.4K0.02%00.0%Unchanged
Robbins Farley LLC42$21.4K0.01%+2+5.0%Added
Foster Dykema Cabot & Partners, LLC45$22.9K0.00%−19−29.7%Reduced
DecisionPoint Financial, LLC40$23.0K0.01%−17−29.8%Reduced
NCP Inc.46$23.2K0.01%00.0%Unchanged
Lummis Asset Management, LP46$23.4K0.03%00.0%Unchanged
Chelsea Counsel Co50$25.5K0.01%00.0%Unchanged
True Wealth Design, LLC50$25.5K0.01%00.0%Unchanged
Godsey & Gibb Associates54$27.5K0.00%−32−37.2%Reduced
Macroview Investment Management LLC54$27.5K0.03%+47+671.4%Added
REAP Financial Group, LLC54$27.6K0.01%−5−8.5%Reduced
CGC Financial Services, LLC55$28.0K0.01%00.0%Unchanged
Knott David M Jr57$29.0K0.01%00.0%Unchanged
O'Brien Wealth Partners LLC57$29.0K0.01%−7−10.9%Reduced
Cranbrook Wealth Management, LLC60$30.6K0.01%00.0%Unchanged
Delos Wealth Advisors, LLC60$30.6K0.03%00.0%Unchanged
BBJS Financial Advisors, LLC60$30.6K0.01%+60New
Stuart Chaussee & Associates, Inc.61$31.1K0.01%00.0%Unchanged
Northwest Capital Management Inc62$31.6K0.01%−88−58.7%Reduced
Signature Resources Capital Management, LLC63$32.1K0.03%+18+40.0%Added
Oliver Lagore Vanvalin Investment Group64$32.6K0.01%−93−59.2%Reduced
Quarry LP65$33.1K0.01%+37+132.1%Added
Tucker Asset Management LLC66$33.6K0.01%−14−17.5%Reduced
ESL Trust Services, LLC66$33.6K0.01%+66New
Syntax Research, Inc.67$34.1K0.03%00.0%Unchanged
VitalStone Financial, LLC70$35.6K0.03%+60+600.0%Added
CarsonAllaria Wealth Management, Ltd.71$36.5K0.02%00.0%Unchanged
Clear Investment Research, LLC73$37.4K0.05%−17−18.9%Reduced
Evolution Advisers, Inc.77$39.0K0.02%+2+2.7%Added
Red Tortoise LLC77$39.1K0.02%+3+4.1%Added
Transcendent Capital Group LLC79$40.2K0.02%+3+3.9%Added
Providence Capital Advisors, LLC80$40.7K0.01%−1−1.2%Reduced
Cedar Mountain Advisors, LLC83$42.3K0.01%00.0%Unchanged
Fairway Wealth LLC85$43.3K0.03%+85New
Jackson Square Partners, LLC88$44.8K0.00%−83−48.5%Reduced
Highline Wealth Partners LLC88$44.9K0.02%+52+144.4%Added
Investors Research Corp89$45.3K0.01%00.0%Unchanged
Grayhawk Investment Strategies Inc.94$47.9K0.22%−116−55.2%Reduced
Glass Jacobson Investment Advisors llc94$47.9K0.02%00.0%Unchanged
Koesten, Hirschmann & Crabtree, INC.100$49.5K0.03%00.0%Unchanged
Ruedi Wealth Management, Inc.98$50.2K0.02%+22+28.9%Added
University of Texas/Texas Am Investment Managment Co100$50.9K0.01%−18,738−99.5%Reduced
Halpern Financial, Inc.100$50.9K0.01%−50−33.3%Reduced
SIMA Wealth Partners, LLC100$50.9K0.05%+100New
Solstein Capital, LLC104$53.0K0.03%00.0%Unchanged
Carmichael Hill & Associates, Inc.106$54.0K0.02%00.0%Unchanged
Lowe Wealth Advisors, LLC108$54.7K0.02%−4−3.6%Reduced
Horizons Wealth Management100$56.8K0.05%00.0%Unchanged
Bank & Trust Co114$58.1K0.05%+114New
Redmont Wealth Advisors LLC115$58.6K0.09%00.0%Unchanged
TruNorth Capital Management, LLC116$59.1K0.02%+84+262.5%Added
Redwood Wealth Management Group, LLC119$60.6K0.05%+119New
JTC Employer Solutions Trusteee Ltd126$61.0K0.00%00.0%Unchanged
Ogorek Anthony Joseph121$61.0K0.02%00.0%Unchanged
Annapolis Financial Services, LLC120$61.1K0.02%00.0%Unchanged
Bellevue Asset Management, LLC122$62.1K0.03%00.0%Unchanged
Tanglewood Legacy Advisors, LLC122$62.1K0.03%00.0%Unchanged
Legend Financial Advisors, Inc.124$63.1K0.04%−10−7.5%Reduced