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 | 3,054 | $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, 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 |
|---|---|---|---|---|---|
| ASB Consultores, LLC | 1,285 | $654.4K | 0.23% | −1,398−52.1% | Reduced |
| Stonebridge Financial Planning Group, LLC | 1,286 | $654.9K | 0.33% | −80−5.9% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 1,245 | $655.2K | 0.14% | +13+1.1% | Added |
| Ballast Advisors LLC | 1,288 | $655.9K | 0.21% | −151−10.5% | Reduced |
| Balboa Wealth Partners | 1,290 | $656.8K | 0.17% | +350+37.2% | Added |
| Axq Capital, LP | 1,292 | $658.0K | 0.15% | −3,208−71.3% | Reduced |
| Goldstein Advisors, LLC | 1,293 | $658.2K | 0.11% | +37+2.9% | Added |
| Novak & Powell Financial Services, Inc. | 1,293 | $658.3K | 0.41% | −5−0.4% | Reduced |
| Berry Wealth Group, LP | 1,294 | $658.8K | 0.53% | +104+8.7% | Added |
| Aspen Grove Capital, LLC | 1,292 | $658.8K | 0.16% | −90−6.5% | Reduced |
| Altiora Financial Group, LLC | 1,295 | $659.5K | 0.16% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 1,302 | $663.3K | 0.07% | −2,399−64.8% | Reduced |
| Spotlight Asset Group, Inc. | 1,312 | $668.1K | 0.47% | +133+11.3% | Added |
| VeraBank, N.A. | 1,312 | $668.1K | 0.21% | −76−5.5% | Reduced |
| NFP Retirement, Inc. | 1,314 | $670.5K | 0.06% | +16+1.2% | Added |
| Thomasville National Bank | 1,318 | $671.2K | 0.05% | +42+3.3% | Added |
| White Knight Strategic Wealth Advisors, LLC | 1,318 | $671.2K | 0.67% | +209+18.8% | Added |
| Members Wealth LLC | 2,185 | $672.4K | 0.45% | +2,185 | New |
| W.H. Cornerstone Investments Inc. | 1,322 | $673.0K | 0.48% | −456−25.6% | Reduced |
| TBH Global Asset Management, LLC | 1,322 | $673.4K | 0.15% | −279−17.4% | Reduced |
| Winthrop Advisory Group LLC | 1,324 | $674.3K | 0.09% | +75+6.0% | Added |
| First Western Trust Bank | 1,329 | $676.8K | 0.03% | +1+0.1% | Added |
| Pathway Financial Advisors LLC | 1,331 | $677.8K | 0.18% | +45+3.5% | Added |
| Thompson Siegel & Walmsley LLC | 1,336 | $680.0K | 0.01% | −31−2.3% | Reduced |
| Financial Management Professionals, Inc. | 1,336 | $680.0K | 0.09% | +16+1.2% | Added |
| Campbell & CO Investment Adviser LLC | 1,342 | $683.4K | 0.06% | −6,948−83.8% | Reduced |
| Cyr Financial Inc. | 1,342 | $683.4K | 0.68% | +1,342 | New |
| Steigerwald, Gordon & Koch Inc. | 1,342 | $683.8K | 0.08% | −58−4.1% | Reduced |
| Verity & Verity, LLC | 1,345 | $685.0K | 0.07% | +692+106.0% | Added |
| Consolidated Portfolio Review Corp | 1,346 | $685.5K | 0.16% | −1−0.1% | Reduced |
| Birinyi Associates Inc | 1,350 | $687.5K | 0.21% | −4,385−76.5% | Reduced |
| Vigilare Wealth Management | 1,352 | $688.4K | 0.30% | +136+11.2% | Added |
| Congress Park Capital LLC | 1,353 | $689.2K | 0.28% | +28+2.1% | Added |
| Peoples Bank | 1,355 | $690.0K | 0.36% | +195+16.8% | Added |
| Brown, Lisle/Cummings, Inc. | 1,360 | $692.6K | 0.23% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 1,363 | $694.1K | 0.11% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 1,364 | $694.6K | 0.13% | +115+9.2% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,365 | $695.1K | 0.15% | +136+11.1% | Added |
| Cypress Wealth Services, LLC | 1,366 | $695.4K | 0.15% | +83+6.5% | Added |
| WealthBridge Capital Management, LLC | 1,366 | $695.6K | 0.23% | −132−8.8% | Reduced |
| Townsend Asset Management Corp | 1,370 | $697.7K | 0.27% | −1,007−42.4% | Reduced |
| Washington Capital Management Inc | 1,370 | $697.7K | 0.59% | −40−2.8% | Reduced |
| Whalen Wealth Management Inc. | 1,372 | $698.7K | 0.55% | +1+0.1% | Added |
| American State Bank (Iowa) | 1,375 | $700.2K | 0.45% | +81+6.3% | Added |
| Hemington Wealth Management | 1,379 | $702.0K | 0.24% | −21−1.5% | Reduced |
| Verdad Advisers, LP | 1,381 | $703.3K | 0.81% | +339+32.5% | Added |
| Park Edge Advisors, LLC | 1,384 | $704.9K | 0.22% | −167−10.8% | Reduced |
| Coppell Advisory Solutions LLC | 1,388 | $706.9K | 0.12% | +1,388 | New |
| JJJ Advisors Inc. | 1,392 | $708.9K | 0.15% | −422−23.3% | Reduced |
| Valley National Advisers Inc | 1,397 | $711.0K | 0.11% | +106+8.2% | Added |
| TradeLink Capital LLC | 1,400 | $713.0K | 2.06% | +1,400 | New |
| Fiduciary Alliance LLC | 1,431 | $713.2K | 0.12% | +582+68.6% | Added |
| Summit Financial Strategies, Inc. | 1,403 | $714.4K | 0.09% | −47−3.2% | Reduced |
| Resurgent Financial Advisors LLC | 1,404 | $715.0K | 0.44% | +38+2.8% | Added |
| Cassia Capital Partners, LLC | 1,416 | $721.1K | 0.48% | +158+12.6% | Added |
| Oxford Financial Group Ltd | 1,417 | $721.9K | 0.05% | +299+26.7% | Added |
| Washington Trust Co | 1,421 | $723.7K | 0.03% | −28−1.9% | Reduced |
| Kraft, Davis & Associates, LLC | 1,268 | $726.0K | 0.22% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 1,430 | $728.2K | 0.09% | +2+0.1% | Added |
| TCM Advisors, LLC | – | $729.8K | 0.64% | – | – |
| Bouchey Financial Group Ltd | 1,436 | $731.0K | 0.07% | −12−0.8% | Reduced |
| ODonnell Financial Services, LLC | 1,436 | $731.3K | 0.32% | 00.0% | Unchanged |
| Everpar Advisors LLC | 1,438 | $732.3K | 0.37% | +231+19.1% | Added |
| Seeds Investor LLC | 1,442 | $734.5K | 0.38% | +144+11.1% | Added |
| Columbus Macro, LLC | 1,461 | $734.6K | 0.28% | −10−0.7% | Reduced |
| Virtue Capital Management, LLC | 1,321 | $734.7K | 0.13% | −176−11.8% | Reduced |
| General Partner, Inc. | 1,446 | $736.4K | 0.47% | +5+0.3% | Added |
| Agate Pass Investment Management, LLC | 1,446 | $736.4K | 0.39% | +949+190.9% | Added |
| Claris Advisors, LLC | 1,454 | $740.5K | 0.38% | +21+1.5% | Added |
| Marotta Asset Management | 1,499 | $741.5K | 0.15% | +37+2.5% | Added |
| Baron Wealth Management LLC | 1,456 | $741.5K | 0.38% | −34−2.3% | Reduced |
| Gerber, LLC | 1,463 | $745.0K | 0.59% | 00.0% | Unchanged |
| Invst, LLC | 1,510 | $747.1K | 0.08% | +252+20.0% | Added |
| OmniStar Financial Group, Inc. | 1,468 | $747.5K | 0.68% | +30+2.1% | Added |
| Kanawha Capital Management LLC | 1,468 | $747.6K | 0.06% | +186+14.5% | Added |
| Stephenson National Bank & Trust | 1,472 | $749.6K | 0.26% | −97−6.2% | Reduced |
| Pointe Capital Management LLC | 1,473 | $750.1K | 0.47% | +16+1.1% | Added |
| Laidlaw Wealth Management LLC | 1,474 | $750.6K | 0.41% | −399−21.3% | Reduced |
| Copperleaf Capital, LLC | 1,475 | $751.1K | 0.60% | −27−1.8% | Reduced |
| Summit Wealth Partners, LLC | 1,475 | $751.2K | 0.16% | −173−10.5% | Reduced |
| SFMG, LLC | 1,481 | $754.1K | 0.07% | −90−5.7% | Reduced |
| Ssi Investment Management LLC | 1,481 | $754.2K | 0.06% | 00.0% | Unchanged |
| Clifford Group, LLC | 1,481 | $754.3K | 0.61% | +14+1.0% | Added |
| Y.D. More Investments Ltd | 1,488 | $757.6K | 0.08% | −764−33.9% | Reduced |
| Paradigm Asset Management Co LLC | 1,495 | $761.3K | 0.21% | −4,100−73.3% | Reduced |
| Sonata Capital Group Inc | 1,497 | $762.0K | 0.39% | 00.0% | Unchanged |
| McKinley Capital Management LLC /Delaware | 1,496 | $762.1K | 0.13% | −22,606−93.8% | Reduced |
| Heritage Oak Wealth Advisors LLC | 1,499 | $763.4K | 0.39% | +1,499 | New |
| Harbert Fund Advisors, Inc. | 1,500 | $763.9K | 0.61% | −1,000−40.0% | Reduced |
| Parcion Private Wealth LLC | 1,500 | $763.9K | 0.07% | +277+22.6% | Added |
| Tandem Investment Advisors, Inc. | 1,500 | $764.0K | 0.03% | −31−2.0% | Reduced |
| AllSquare Wealth Management LLC | 1,502 | $764.9K | 0.46% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,505 | $766.5K | 0.31% | +4+0.3% | Added |
| Sunflower Bank, N.A. | 1,511 | $769.5K | 0.18% | +26+1.8% | Added |
| Onyx Bridge Wealth Group LLC | 1,511 | $769.6K | 0.13% | −140−8.5% | Reduced |
| LaSalle St. Investment Advisors, LLC | 1,514 | $771.0K | 0.39% | +940+163.8% | Added |
| Proffitt & Goodson Inc | 1,517 | $772.5K | 0.14% | −28−1.8% | Reduced |
| LWMG, LLC | 1,519 | $773.5K | 0.16% | +11+0.7% | Added |
| Quantum Financial Advisors, LLC | 1,522 | $775.3K | 0.14% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,529 | $778.7K | 0.09% | −523−25.5% | Reduced |