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
- 3,406
- +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
- 1,332 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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mendel Capital Management LLC | 1,116 | $568.1K | 0.37% | +8+0.7% | Added |
| Angeles Investment Advisors, LLC | 1,117 | $568.8K | 0.03% | −445−28.5% | Reduced |
| KFG Wealth Management, LLC | 1,118 | $569.2K | 0.23% | +54+5.1% | Added |
| Sage Rhino Capital LLC | 1,119 | $569.9K | 0.14% | −25−2.2% | Reduced |
| Tillman Hartley LLC | 1,120 | $570.8K | 0.20% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 1,121 | $571.0K | 0.04% | −21−1.8% | Reduced |
| TFB Advisors LLC | 1,122 | $571.4K | 0.19% | +140+14.3% | Added |
| First Heartland Consultants, Inc. | 1,124 | $572.0K | 0.06% | +104+10.2% | Added |
| Knights of Columbus Asset Advisors LLC | 1,128 | $574.5K | 0.04% | +242+27.3% | Added |
| New Covenant Trust Company, N.A. | 1,021 | $577.2K | 0.66% | −63−5.8% | Reduced |
| Aberdeen Wealth Management LLC | 1,135 | $578.0K | 0.39% | +680+149.5% | Added |
| Quadrant Private Wealth Management, LLC | 1,135 | $578.1K | 0.13% | +29+2.6% | Added |
| Roman Butler Fullerton & Co | 1,156 | $579.1K | 0.19% | +180+18.4% | Added |
| Gables Capital Management Inc. | 1,139 | $580.0K | 0.30% | +30+2.7% | Added |
| Prudent Investors Network | 1,142 | $581.6K | 0.21% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,143 | $581.6K | 0.13% | +8+0.7% | Added |
| Arcataur Capital Management LLC | 1,144 | $582.6K | 0.21% | +39+3.5% | Added |
| Watershed Private Wealth LLC | 1,147 | $584.1K | 0.25% | +3+0.3% | Added |
| Cedrus LLC | 1,148 | $584.6K | 0.29% | −11−0.9% | Reduced |
| Bright Futures Wealth Management, LLC. | 991 | $584.7K | 0.32% | −29−2.8% | Reduced |
| FFT Wealth Management LLC | 1,152 | $586.5K | 0.05% | −370−24.3% | Reduced |
| Tectonic Advisors LLC | 1,155 | $588.1K | 0.04% | +5+0.4% | Added |
| Hoxton Planning & Management, LLC | 1,156 | $588.7K | 0.27% | −78−6.3% | Reduced |
| First Bank & Trust | 1,157 | $589.2K | 0.12% | −51−4.2% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 1,157 | $589.4K | 0.27% | +4+0.3% | Added |
| Mosley Wealth Management | 1,161 | $591.3K | 0.50% | +263+29.3% | Added |
| Guardian Wealth Advisors, LLC | 1,165 | $593.2K | 0.39% | −25−2.1% | Reduced |
| Ignite Planners, LLC | 1,217 | $594.1K | 0.14% | −369−23.3% | Reduced |
| Iron Horse Wealth Management, LLC | 1,167 | $594.3K | 0.23% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,168 | $594.8K | 0.07% | −430−26.9% | Reduced |
| Castleview Partners, LLC | 1,168 | $594.8K | 0.34% | +58+5.2% | Added |
| Raleigh Capital Management Inc. | 1,169 | $595.5K | 0.25% | −138−10.6% | Reduced |
| Kowal Investment Group, LLC | 1,169 | $595.6K | 0.12% | +7+0.6% | Added |
| Charles Schwab Trust Co | 1,170 | $595.8K | 0.06% | −57−4.6% | Reduced |
| Collective Family Office LLC | 1,170 | $595.8K | 0.18% | −407−25.8% | Reduced |
| J.Safra Asset Management Corp | 1,170 | $595.8K | 0.06% | +514+78.4% | Added |
| Penobscot Wealth Management | 1,223 | $597.0K | 0.36% | +10+0.8% | Added |
| Baker Boyer National Bank | 1,173 | $597.4K | 0.21% | 00.0% | Unchanged |
| Armbruster Capital Management, Inc. | 1,175 | $598.4K | 0.12% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 1,210 | $598.4K | 0.39% | +2+0.2% | Added |
| Titleist Asset Management, LLC | 1,175 | $598.6K | 0.09% | +272+30.1% | Added |
| Strengthening Families & Communities, LLC | 1,176 | $599.0K | 0.17% | +1,176 | New |
| Northwest Bank & Trust Co | 1,180 | $600.9K | 0.50% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 1,184 | $602.8K | 0.05% | −242−17.0% | Reduced |
| Lifeworks Advisors, LLC | 1,191 | $606.5K | 0.17% | +24+2.1% | Added |
| Chicago Capital, LLC | 1,193 | $607.5K | 0.02% | −729−37.9% | Reduced |
| Intrepid Financial Planning Group LLC | 1,193 | $607.5K | 0.26% | −60−4.8% | Reduced |
| Vista Wealth Management Group, LLC | 1,194 | $608.3K | 0.04% | +146+13.9% | Added |
| Wellspring Financial Advisors, LLC | 1,195 | $608.4K | 0.08% | +126+11.8% | Added |
| Smith Anglin Financial, LLC | 1,196 | $608.9K | 0.06% | −85−6.6% | Reduced |
| Dillon & Associates Inc | 1,197 | $609.0K | 0.09% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 1,198 | $610.1K | 0.42% | +154+14.8% | Added |
| Hallmark Capital Management Inc | 1,198 | $610.1K | 0.05% | +49+4.3% | Added |
| May Barnhard Investments LLC | 1,199 | $610.6K | 0.32% | +2+0.2% | Added |
| nVerses Capital, LLC | 1,200 | $611.1K | 0.37% | +1,200 | New |
| New Century Financial Group, LLC | 1,205 | $613.8K | 0.26% | +150+14.2% | Added |
| Curbstone Financial Management Corp | 1,206 | $614.2K | 0.13% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 1,207 | $614.8K | 0.09% | +150+14.2% | Added |
| Hoylecohen, LLC | 1,210 | $616.2K | 0.05% | −73−5.7% | Reduced |
| NavPoint Financial, Inc. | 1,210 | $616.4K | 0.53% | +5+0.4% | Added |
| Gateway Wealth Partners, LLC | 1,211 | $616.6K | 0.19% | +313+34.9% | Added |
| United Advisor Group, LLC | 1,212 | $617.3K | 0.19% | +1,212 | New |
| Vermillion & White Wealth Management Group, LLC | 1,213 | $617.7K | 0.47% | +2+0.2% | Added |
| MEMBERS Trust Co | 1,220 | $621.3K | 0.02% | −19−1.5% | Reduced |
| Capital Management Associates | 1,223 | $622.8K | 0.74% | −577−32.1% | Reduced |
| Ellsworth Advisors, LLC | 1,228 | $625.4K | 0.17% | +119+10.7% | Added |
| SOA Wealth Advisors, LLC. | 1,229 | $625.8K | 0.13% | +351+40.0% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,245 | $626.0K | 0.01% | +359+40.5% | Added |
| Boston Mountain Money Management Inc | 1,231 | $626.8K | 0.41% | −21−1.7% | Reduced |
| Atlas Brown,Inc. | 1,231 | $626.9K | 0.22% | −451−26.8% | Reduced |
| Austin Private Wealth, LLC | 1,231 | $626.9K | 0.07% | −15−1.2% | Reduced |
| Twin City Private Wealth, LLC | 1,234 | $628.2K | 0.59% | +60+5.1% | Added |
| Insight Advisors, LLC | 1,235 | $629.0K | 0.11% | −15−1.2% | Reduced |
| BCJ Capital Management, LLC | 1,236 | $629.4K | 0.05% | −267−17.8% | Reduced |
| Heritage Financial Services, LLC | 1,238 | $630.5K | 0.09% | −94−7.1% | Reduced |
| Planning Capital Management Corp | 1,239 | $630.8K | 0.45% | +785+172.9% | Added |
| La Financiere de L'Echiquier | 1,240 | $631.5K | 0.03% | −316−20.3% | Reduced |
| Black Diamond Financial, LLC | 1,240 | $631.6K | 0.12% | +216+21.1% | Added |
| Buska Wealth Management, LLC | 1,246 | $634.5K | 0.25% | +193+18.3% | Added |
| Midwest Financial Group LLC | 1,247 | $635.0K | 0.40% | +4+0.3% | Added |
| High Net Worth Advisory Group LLC | 1,248 | $635.8K | 0.19% | −30−2.3% | Reduced |
| Wealth Group, Ltd. | 1,248 | $636.0K | 0.46% | +16+1.3% | Added |
| Courier Capital LLC | 1,249 | $636.1K | 0.05% | −2,938−70.2% | Reduced |
| Avory & Company, LLC | 1,249 | $636.1K | 0.45% | 00.0% | Unchanged |
| Summa Corp. | 1,250 | $636.6K | 0.31% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 1,250 | $636.6K | 0.06% | +299+31.4% | Added |
| Root Financial Partners, LLC | 1,252 | $637.5K | 0.15% | +112+9.8% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,253 | $638.6K | 0.03% | +119+10.5% | Added |
| HF Advisory Group, LLC | 1,258 | $640.3K | 0.33% | −282−18.3% | Reduced |
| Bordeaux Wealth Advisors LLC | 1,258 | $640.6K | 0.12% | +11+0.9% | Added |
| One + One Wealth Management, LLC | 1,260 | $641.7K | 0.37% | +624+98.1% | Added |
| Source Financial Advisors LLC | 1,260 | $641.8K | 0.20% | +10+0.8% | Added |
| Prairiewood Capital, LLC | 1,266 | $644.7K | 0.31% | +5+0.4% | Added |
| Wealth Forward, LLC | 1,267 | $645.2K | 0.50% | 00.0% | Unchanged |
| KilterHowling LLC | 1,268 | $645.5K | 0.44% | +34+2.8% | Added |
| DDFG, Inc | 1,268 | $645.7K | 0.20% | 00.0% | Unchanged |
| Syverson Strege & Co | 1,271 | $647.4K | 0.22% | +565+80.0% | Added |
| Evergreen Wealth Solutions, LLC | 1,273 | $648.1K | 0.46% | −141−10.0% | Reduced |
| Marquette Asset Management, LLC | 1,278 | $650.8K | 0.11% | −39−3.0% | Reduced |
| BCK Partners, Inc. | 1,280 | $651.9K | 0.34% | +11+0.9% | Added |