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 |
|---|---|---|---|---|---|
| Valtinson Bruner Financial Planning LLC | 1,851 | $942.7K | 0.37% | −86−4.4% | Reduced |
| Aspire Private Capital, LLC | 1,851 | $942.7K | 0.24% | +38+2.1% | Added |
| Buttonwood Financial Advisors Inc. | 1,855 | $944.7K | 0.45% | −277−13.0% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 1,860 | $947.2K | 0.76% | 00.0% | Unchanged |
| Monument Capital Management | 1,863 | $948.6K | 0.28% | −243−11.5% | Reduced |
| ABLE Financial Group, LLC | 1,867 | $950.6K | 0.34% | −268−12.6% | Reduced |
| Total Clarity Wealth Management, Inc. | 1,867 | $950.8K | 0.33% | −361−16.2% | Reduced |
| Campion Asset Management LLC | 1,867 | $950.8K | 0.75% | 00.0% | Unchanged |
| Altrafin AG | 1,870 | $952.3K | 0.35% | +35+1.9% | Added |
| Silver Oak Securities, Inc | 1,872 | $953.2K | 0.14% | +112+6.4% | Added |
| Gouws Capital LLC | 1,876 | $955.4K | 0.68% | −6,623−77.9% | Reduced |
| Smart Portfolios, LLC | 1,877 | $955.9K | 0.96% | +275+17.2% | Added |
| Turtle Creek Wealth Advisors, LLC | 1,881 | $957.9K | 0.22% | −7,985−80.9% | Reduced |
| My Personal CFO, LLC | 1,882 | $958.4K | 0.51% | −19−1.0% | Reduced |
| PBMares Wealth Management LLC | 1,888 | $961.4K | 0.24% | +77+4.3% | Added |
| First American Trust, FSB | 1,889 | $961.7K | 0.10% | +239+14.5% | Added |
| Financial Security Advisor, Inc. | 1,890 | $962.5K | 0.32% | +17+0.9% | Added |
| Diamant Asset Management, Inc. | 1,890 | $962.5K | 0.64% | +150+8.6% | Added |
| Tobam | 1,891 | $963.0K | 0.15% | −2,185−53.6% | Reduced |
| Droms Strauss Advisors Inc | 1,897 | $966.0K | 0.35% | −776−29.0% | Reduced |
| STAR Financial Bank | 1,900 | $967.6K | 0.75% | −275−12.6% | Reduced |
| Asset Advisors Investment Management, LLC | 1,900 | $967.6K | 0.11% | −22−1.1% | Reduced |
| IVC Wealth Advisors LLC | 1,905 | $970.2K | 0.54% | +37+2.0% | Added |
| 1776 Wealth LLC | 1,907 | $971.2K | 0.44% | +39+2.1% | Added |
| Sound Income Strategies, LLC | 1,911 | $973.1K | 0.06% | +20+1.1% | Added |
| Renaissance Group LLC | 1,929 | $982.4K | 0.04% | −57,946−96.8% | Reduced |
| Unique Wealth Strategies, LLC | 1,989 | $984.0K | 0.46% | 00.0% | Unchanged |
| Legacy Edge Advisors, LLC | 1,939 | $987.5K | 0.18% | +168+9.5% | Added |
| Founders Capital Management, LLC | 1,939 | $987.6K | 0.18% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 1,946 | $991.1K | 0.27% | +105+5.7% | Added |
| Chickasaw Capital Management LLC | 1,948 | $992.0K | 0.04% | +5+0.3% | Added |
| McElhenny Sheffield Capital Management, LLC | 1,948 | $992.0K | 0.34% | −66−3.3% | Reduced |
| Davies Financial Advisors, Inc. | 1,958 | $997.1K | 0.93% | −155−7.3% | Reduced |
| Iams Wealth Management, LLC | 1,958 | $997.1K | 0.55% | +235+13.6% | Added |
| WealthTrust Axiom LLC | 1,959 | $997.6K | 0.33% | +20+1.0% | Added |
| Aveo Capital Partners, LLC | 1,960 | $998.0K | 0.11% | −167−7.9% | Reduced |
| First Financial Corp | 1,961 | $998.6K | 0.51% | −35−1.8% | Reduced |
| Cornerstone Wealth Management, LLC | 1,964 | $1.00M | 0.08% | +98+5.3% | Added |
| Opinicus Capital, Inc. | 1,965 | $1.00M | 0.84% | −203−9.4% | Reduced |
| Leo Wealth, LLC | 1,998 | $1.00M | 0.10% | +886+79.7% | Added |
| First Commonwealth Financial Corp | 1,969 | $1.00M | 0.26% | +218+12.5% | Added |
| Profit Investment Management, LLC | 1,974 | $1.01M | 0.63% | 00.0% | Unchanged |
| New Republic Capital, LLC | 1,977 | $1.01M | 0.51% | +270+15.8% | Added |
| Patrick M Sweeney & Associates, Inc | 1,991 | $1.01M | 0.81% | +93+4.9% | Added |
| Mill Creek Capital Advisors, LLC | 1,983 | $1.01M | 0.03% | +332+20.1% | Added |
| Kozak & Associates, Inc. | 2,067 | $1.01M | 0.25% | −483−18.9% | Reduced |
| Capital Market Strategies LLC | 1,991 | $1.01M | 0.64% | −394−16.5% | Reduced |
| FRG Family Wealth Advisors LLC | 1,787 | $1.02M | 0.20% | 00.0% | Unchanged |
| Monetta Financial Services Inc | 2,000 | $1.02M | 0.88% | 00.0% | Unchanged |
| Epiq Partners, LLC | 2,000 | $1.02M | 0.69% | 00.0% | Unchanged |
| Lumbard & Kellner, LLC | 2,000 | $1.02M | 0.48% | +2,000 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 2,000 | $1.02M | 0.06% | −275−12.1% | Reduced |
| Franklin Street Advisors Inc | 2,002 | $1.02M | 0.07% | −317−13.7% | Reduced |
| Vicus Capital | 2,004 | $1.02M | 0.09% | +191+10.5% | Added |
| Patron Partners Advisors, LLC | 2,005 | $1.02M | 0.60% | +48+2.5% | Added |
| First Pacific Financial | 2,006 | $1.02M | 0.26% | +123+6.5% | Added |
| Copperwynd Financial, LLC | 1,775 | $1.02M | 0.33% | +346+24.2% | Added |
| Abundance Wealth Counselors | 2,010 | $1.02M | 0.47% | +2,010 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,017 | $1.03M | 0.39% | +159+8.6% | Added |
| McLean Asset Management Corp | 2,052 | $1.03M | 0.33% | −36−1.7% | Reduced |
| Armstrong Advisory Group, Inc | 2,020 | $1.03M | 0.09% | −368−15.4% | Reduced |
| Independent Solutions Wealth Management, LLC | 2,026 | $1.03M | 0.24% | +35+1.8% | Added |
| Trustmark National Bank Trust Department | 2,028 | $1.03M | 0.08% | −513−20.2% | Reduced |
| Evergreen Wealth Management, LLC | 2,032 | $1.03M | 0.69% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 2,033 | $1.04M | 0.65% | +41+2.1% | Added |
| Peak Asset Management, LLC | 2,037 | $1.04M | 0.20% | −54−2.6% | Reduced |
| Abacus Planning Group, Inc. | 2,038 | $1.04M | 0.20% | +260+14.6% | Added |
| BSW Wealth Partners | 2,039 | $1.04M | 0.17% | +65+3.3% | Added |
| Pinnacle Bancorp, Inc. | 2,040 | $1.04M | 0.31% | −11−0.5% | Reduced |
| North Ridge Wealth Advisors, Inc. | 2,044 | $1.04M | 0.79% | −125−5.8% | Reduced |
| Duncan Williams Asset Management, LLC | 2,046 | $1.04M | 0.88% | +182+9.8% | Added |
| Waterfront Wealth Inc. | 2,046 | $1.04M | 0.28% | +13+0.6% | Added |
| Bank of Hawaii | 2,050 | $1.04M | 0.05% | −2,268−52.5% | Reduced |
| Convergence Investment Partners, LLC | 2,052 | $1.04M | 0.31% | −50−2.4% | Reduced |
| Zuckerman Investment Group, LLC | 2,052 | $1.05M | 0.12% | +817+66.2% | Added |
| Bard Financial Services, Inc. | 2,060 | $1.05M | 0.11% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 2,061 | $1.05M | 0.43% | −3,032−59.5% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 2,062 | $1.05M | 0.04% | +938+83.5% | Added |
| Castle Wealth Management LLC | 2,063 | $1.05M | 0.50% | +93+4.7% | Added |
| SRS Capital Advisors, Inc. | 2,067 | $1.05M | 0.10% | +101+5.1% | Added |
| Parnassus Investments | 2,083 | $1.06M | 0.00% | +300+16.8% | Added |
| Drucker Wealth 3.0, LLC | 2,086 | $1.06M | 0.28% | +2,086 | New |
| Correct Capital Wealth Management | 2,086 | $1.06M | 0.25% | +350+20.2% | Added |
| Clean Yield Group | 2,087 | $1.06M | 0.40% | +42+2.1% | Added |
| Texas Yale Capital Corp. | 2,090 | $1.06M | 0.05% | +47+2.3% | Added |
| Hussman Strategic Advisors, Inc. | 2,100 | $1.07M | 0.29% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 2,100 | $1.07M | 0.15% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 2,100 | $1.07M | 0.29% | +2,100 | New |
| 626 Financial, LLC | 2,100 | $1.07M | 0.62% | −36−1.7% | Reduced |
| Beck Mack & Oliver LLC | 2,102 | $1.07M | 0.02% | −25−1.2% | Reduced |
| Scientech Research LLC | 2,104 | $1.07M | 0.22% | +2,104 | New |
| Atlanta Consulting Group Advisors, LLC | 2,106 | $1.07M | 0.23% | −26−1.2% | Reduced |
| Trust Co of the South | 2,108 | $1.07M | 0.25% | 00.0% | Unchanged |
| Aspen Wealth Strategies, LLC | 1,876 | $1.08M | 0.75% | −72−3.7% | Reduced |
| Kerrisdale Advisers, LLC | 2,117 | $1.08M | 0.34% | −1,758−45.4% | Reduced |
| Duff & Phelps Investment Management Co | 2,124 | $1.08M | 0.01% | −8,549−80.1% | Reduced |
| Reuter James Wealth Management, LLC | 2,129 | $1.08M | 0.80% | −253−10.6% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,129 | $1.08M | 0.12% | −1,874−46.8% | Reduced |
| American Money Management, LLC | 2,130 | $1.08M | 0.23% | +12+0.6% | Added |
| Pennsylvania Capital Management Inc | 2,132 | $1.09M | 0.42% | −9−0.4% | Reduced |