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 |
|---|---|---|---|---|---|
| Oxinas Partners Wealth Management LLC | 1,530 | $779.3K | 0.52% | 00.0% | Unchanged |
| Verum Partners LLC | 1,531 | $779.6K | 0.25% | −7−0.5% | Reduced |
| Principal Street Partners, LLC | 1,535 | $781.9K | 0.14% | −33−2.1% | Reduced |
| Mitchell Sinkler & Starr | 1,389 | $784.0K | 0.20% | +261+23.1% | Added |
| Caitlin John, LLC | 1,540 | $784.3K | 0.57% | +806+109.8% | Added |
| Latitude Advisors, LLC | 1,541 | $784.9K | 0.48% | +63+4.3% | Added |
| Argus Investors' Counsel, Inc. | 1,552 | $790.5K | 0.49% | −218−12.3% | Reduced |
| Jacobsen Capital Management | 1,561 | $795.0K | 0.36% | −32−2.0% | Reduced |
| Sather Financial Group Inc | 1,563 | $796.0K | 0.06% | −83−5.0% | Reduced |
| GW Henssler & Associates Ltd | 1,565 | $797.0K | 0.05% | +26+1.7% | Added |
| RFP Financial Group LLC | 1,566 | $797.7K | 0.30% | +21+1.4% | Added |
| Full Sail Capital, LLC | 1,571 | $800.0K | 0.05% | +10+0.6% | Added |
| Farmers Trust Co | 1,578 | $803.6K | 0.16% | −15−0.9% | Reduced |
| Navellier & Associates Inc | 1,579 | $803.9K | 0.09% | +6+0.4% | Added |
| Baldwin Brothers Inc | 1,581 | $805.1K | 0.06% | −1,094−40.9% | Reduced |
| Saturna Capital CORP | 1,581 | $805.1K | 0.01% | −699−30.7% | Reduced |
| Savvy Advisors, Inc. | 1,588 | $808.6K | 0.26% | +669+72.8% | Added |
| Jeppson Wealth Management, LLC | 1,588 | $808.8K | 0.31% | −150−8.6% | Reduced |
| PrairieView Partners, LLC | 1,589 | $809.0K | 0.09% | +435+37.7% | Added |
| 1st Source Bank | 1,597 | $813.3K | 0.05% | −84−5.0% | Reduced |
| Sonoma Private Wealth LLC | 1,597 | $813.3K | 1.32% | −56−3.4% | Reduced |
| Fort Point Capital Partners LLC | 1,600 | $814.8K | 0.10% | −7−0.4% | Reduced |
| First Affirmative Financial Network | 1,604 | $816.8K | 0.57% | −106−6.2% | Reduced |
| City State Bank | 1,605 | $817.4K | 0.33% | +25+1.6% | Added |
| White Pine Capital LLC | 1,613 | $821.4K | 0.31% | +23+1.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,615 | $822.5K | 0.23% | +44+2.8% | Added |
| Corundum Trust Company, INC | 1,616 | $823.0K | 2.39% | +1,616 | New |
| Fortress Wealth Group, LLC | 1,485 | $823.7K | 0.41% | +223+17.7% | Added |
| Invesco, LLC | 1,621 | $825.6K | 0.35% | +250+18.2% | Added |
| Invenio Wealth Partners LLC | 1,622 | $826.0K | 0.41% | −433−21.1% | Reduced |
| Heron Bay Capital Management | 1,623 | $826.5K | 0.18% | −6−0.4% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 1,672 | $827.1K | 0.09% | +8+0.5% | Added |
| First National Bank Sioux Falls | 1,625 | $827.5K | 0.43% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,627 | $828.5K | 0.33% | 00.0% | Unchanged |
| Johnson & White Wealth Management, LLC | 1,630 | $830.0K | 0.79% | +98+6.4% | Added |
| GenTrust, LLC | 1,630 | $830.1K | 0.05% | +310+23.5% | Added |
| 3Chopt Investment Partners, LLC | 1,630 | $830.1K | 0.25% | +1,630 | New |
| S. R. Schill & Associates | 1,634 | $831.9K | 0.36% | +3+0.2% | Added |
| Delta Financial Group, Inc. | 1,633 | $832.0K | 0.35% | +21+1.3% | Added |
| WD Rutherford LLC | 1,635 | $832.6K | 0.42% | −550−25.2% | Reduced |
| West Paces Advisors Inc. | 1,642 | $836.2K | 0.22% | −36−2.1% | Reduced |
| AA Financial Advisors, LLC | 1,644 | $837.2K | 0.30% | −464−22.0% | Reduced |
| Detalus Advisors, LLC | 1,645 | $837.6K | 0.29% | +150+10.0% | Added |
| LRI Investments, LLC | 1,648 | $839.5K | 0.10% | −71−4.1% | Reduced |
| MV Capital Management, Inc. | 1,650 | $840.3K | 0.09% | −57−3.3% | Reduced |
| Ausdal Financial Partners, Inc. | 1,651 | $840.6K | 0.09% | −9−0.5% | Reduced |
| Bowman & Co S.C. | 1,645 | $840.9K | 0.49% | +83+5.3% | Added |
| Texas Capital Bancshares Inc | 1,660 | $845.4K | 0.35% | −11−0.7% | Reduced |
| Arcus Capital Partners, LLC | 1,661 | $845.6K | 0.33% | +288+21.0% | Added |
| Proathlete Wealth Management LLC | 1,665 | $848.1K | 0.40% | +14+0.8% | Added |
| Fiduciary Financial Group, LLC | 1,547 | $849.1K | 0.21% | +1,547 | New |
| Financial Insights, Inc. | 1,670 | $850.5K | 0.24% | −502−23.1% | Reduced |
| Gould Asset Management LLC | 1,673 | $852.0K | 0.20% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 1,677 | $854.4K | 0.39% | +49+3.0% | Added |
| Tompkins Financial Corp | 1,678 | $854.5K | 0.09% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,680 | $855.6K | 0.04% | −24,113−93.5% | Reduced |
| Magnolia Capital Advisors LLC | 1,683 | $857.0K | 0.48% | −1,549−47.9% | Reduced |
| Centerpoint Advisors, LLC | 1,683 | $857.0K | 0.31% | −83−4.7% | Reduced |
| Cape Investment Advisory, Inc. | 1,684 | $857.6K | 0.39% | +71+4.4% | Added |
| Paladin Advisory Group, LLC | 1,735 | $858.2K | 0.67% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 1,687 | $859.2K | 0.51% | +68+4.2% | Added |
| Triad Wealth Partners, LLC | 1,695 | $863.2K | 0.45% | +323+23.5% | Added |
| WMS Partners, LLC | 1,697 | $864.2K | 0.06% | +261+18.2% | Added |
| Presidio Capital Management, LLC | 1,698 | $864.7K | 0.60% | −18−1.0% | Reduced |
| BluePath Capital Management, LLC | 1,700 | $865.9K | 0.62% | +418+32.6% | Added |
| Chapin Davis, Inc. | 1,701 | $866.2K | 0.30% | +45+2.7% | Added |
| Baker Avenue Asset Management, LP | 1,707 | $869.2K | 0.03% | +92+5.7% | Added |
| Wealth Group Ltd | 1,709 | $870.3K | 0.26% | 00.0% | Unchanged |
| Soundwatch Capital LLC | 1,709 | $870.3K | 4.79% | +1,709 | New |
| Five Oceans Advisors | 1,711 | $871.3K | 0.46% | −453−20.9% | Reduced |
| Aire Advisors, LLC | 1,715 | $872.0K | 0.20% | +329+23.7% | Added |
| FLC Capital Advisors | 1,716 | $873.9K | 0.22% | 00.0% | Unchanged |
| Seven Mile Advisory | 1,726 | $879.0K | 0.65% | +90+5.5% | Added |
| Webster Bank, N. A. | 1,734 | $883.1K | 0.10% | +124+7.7% | Added |
| Oak Harbor Wealth Partners, LLC | 1,741 | $886.8K | 0.28% | +33+1.9% | Added |
| Broadwater Capital Management LLC | 1,754 | $893.2K | 0.69% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 1,757 | $894.9K | 0.15% | +879+100.1% | Added |
| EdgeRock Capital LLC | 1,764 | $898.6K | 0.70% | +121+7.4% | Added |
| TCI Wealth Advisors, Inc. | 1,776 | $904.4K | 0.09% | −47−2.6% | Reduced |
| Summit Wealth Group, LLC | 1,780 | $906.0K | 0.27% | +11+0.6% | Added |
| Quantum Private Wealth, LLC | 1,792 | $912.6K | 0.32% | −148−7.6% | Reduced |
| Buffington Mohr McNeal | 1,794 | $913.8K | 0.16% | +40+2.3% | Added |
| Factorial Partners, LLC | 1,800 | $916.7K | 0.56% | −4,200−70.0% | Reduced |
| RiverGlades Family Offices LLC | 1,800 | $916.7K | 0.71% | 00.0% | Unchanged |
| Quest Partners LLC | 1,809 | $921.3K | 0.12% | −244−11.9% | Reduced |
| Arlington Trust Co LLC | 1,810 | $921.8K | 0.22% | +57+3.3% | Added |
| Resolute Wealth Strategies, LLC | 1,812 | $922.7K | 0.53% | +1+0.1% | Added |
| Capital Advisors, Ltd. LLC | 1,818 | $926.0K | 0.12% | +121+7.1% | Added |
| Cypress Capital, LLC | 1,819 | $926.3K | 0.25% | −188−9.4% | Reduced |
| Alpha Family Trust | 1,820 | $926.9K | 0.54% | −150−7.6% | Reduced |
| Wealthstream Advisors, Inc. | 1,822 | $928.0K | 0.34% | +47+2.6% | Added |
| KRS Capital Management, LLC | 1,824 | $928.7K | 0.70% | −683−27.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,829 | $931.4K | 0.00% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 1,830 | $931.9K | 0.15% | +490+36.6% | Added |
| Mosaic Family Wealth Partners, LLC | 1,836 | $935.1K | 0.15% | +22+1.2% | Added |
| Virginia Wealth Management Group, Inc. | 1,837 | $935.4K | 0.77% | +2+0.1% | Added |
| Asset Management Group, Inc. | 1,846 | $939.9K | 0.18% | +8+0.4% | Added |
| Thrive Wealth Management, LLC | 1,846 | $940.2K | 0.18% | +65+3.6% | Added |
| Kingdom Financial Group LLC. | 1,848 | $941.0K | 0.64% | −24−1.3% | Reduced |
| Inspire Advisors, LLC | 1,850 | $942.3K | 0.12% | −4−0.2% | Reduced |