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 |
|---|---|---|---|---|---|
| Taylor Hoffman Wealth Management | 2,200 | $1.09M | 0.44% | +100+4.8% | Added |
| Private Wealth Partners, LLC | 2,147 | $1.09M | 0.08% | +1,181+122.3% | Added |
| 180 Wealth Advisors, LLC | 2,169 | $1.09M | 0.18% | +230+11.9% | Added |
| Saxon Interests, Inc. | 2,153 | $1.10M | 0.52% | +62+3.0% | Added |
| Alpha DNA Investment Management LLC | 2,156 | $1.10M | 0.62% | −1,682−43.8% | Reduced |
| Argent Advisors, Inc. | 2,156 | $1.10M | 0.44% | +63+3.0% | Added |
| Lederer & Associates Investment Counsel | 2,165 | $1.10M | 0.80% | −148−6.4% | Reduced |
| CBOE Vest Financial, LLC | 2,172 | $1.11M | 0.03% | +19+0.9% | Added |
| Consolidated Planning Corp | 2,173 | $1.11M | 0.18% | +11+0.5% | Added |
| Berkeley Capital Partners, LLC | 2,174 | $1.11M | 0.33% | +114+5.5% | Added |
| Covenant Partners, LLC | 2,178 | $1.11M | 0.34% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2,180 | $1.11M | 0.17% | −93−4.1% | Reduced |
| Tandem Capital Management Corp | 2,275 | $1.11M | 0.61% | −340−13.0% | Reduced |
| Arvest Trust Co N A | 2,183 | $1.11M | 0.07% | −120−5.2% | Reduced |
| Sovereign Financial Group, Inc. | 2,185 | $1.11M | 0.28% | +59+2.8% | Added |
| Kolinsky Wealth Management, LLC | 2,191 | $1.12M | 0.80% | −253−10.4% | Reduced |
| Northwest Bancshares, Inc. | 2,196 | $1.12M | 0.19% | −6−0.3% | Reduced |
| Richard W. Paul & Associates, LLC | 2,198 | $1.12M | 0.43% | +38+1.8% | Added |
| Cable Hill Partners, LLC | 2,199 | $1.12M | 0.12% | +2,199 | New |
| JSF Financial, LLC | 2,202 | $1.12M | 0.34% | +31+1.4% | Added |
| Gibbs Wealth Management | 2,202 | $1.12M | 0.45% | +750+51.7% | Added |
| Semus Wealth Partners LLC | 2,204 | $1.12M | 0.87% | +347+18.7% | Added |
| HCR Wealth Advisors | 2,204 | $1.12M | 0.16% | +84+4.0% | Added |
| Catalyst Capital Advisors LLC | 2,207 | $1.12M | 0.03% | −58−2.6% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 2,208 | $1.12M | 0.48% | +460+26.3% | Added |
| Sageworth Trust Co | 2,210 | $1.13M | 0.07% | +2,210 | New |
| Cookson Peirce & Co Inc | 2,211 | $1.13M | 0.05% | +68+3.2% | Added |
| Weinberger Asset Management, Inc | 2,215 | $1.13M | 0.53% | +7+0.3% | Added |
| Carolinas Wealth Consulting LLC | 2,219 | $1.13M | 0.22% | −135−5.7% | Reduced |
| Colonial River Wealth Management, LLC | 2,219 | $1.13M | 0.61% | −43−1.9% | Reduced |
| CVA Family Office, LLC | 2,223 | $1.13M | 0.20% | −94−4.1% | Reduced |
| Resonant Capital Advisors, LLC | 2,226 | $1.13M | 0.09% | +181+8.9% | Added |
| Smith, Moore & Co. | 2,233 | $1.14M | 0.12% | +65+3.0% | Added |
| Up Strategic Wealth Investment Advisors LLC | 2,237 | $1.14M | 1.73% | +5+0.2% | Added |
| CFS Investment Advisory Services, LLC | 2,245 | $1.14M | 0.09% | −29−1.3% | Reduced |
| SMART Wealth LLC | 2,247 | $1.14M | 0.46% | +99+4.6% | Added |
| Keystone Financial Group | 2,252 | $1.15M | 0.41% | −112−4.7% | Reduced |
| Lavaca Capital LLC | 2,257 | $1.15M | 0.63% | −997−30.6% | Reduced |
| Sompo Asset Management Co., Ltd. | 2,280 | $1.16M | 0.20% | +20+0.9% | Added |
| Vivaldi Capital Management, LLC | 2,287 | $1.16M | 0.33% | −26−1.1% | Reduced |
| Heritage Wealth Management, Inc. | 2,388 | $1.17M | 0.39% | +2,388 | New |
| Park National Corp | 2,295 | $1.17M | 0.04% | +13+0.6% | Added |
| TRUE Private Wealth Advisors | 2,299 | $1.17M | 0.13% | +75+3.4% | Added |
| Cynosure Management, LLC | 2,301 | $1.17M | 0.19% | +253+12.4% | Added |
| Peachtree Investment Partners, LLC | 2,304 | $1.17M | 0.46% | −8−0.3% | Reduced |
| Prudent Man Advisors, LLC | 2,305 | $1.17M | 0.41% | +88+4.0% | Added |
| Brandywine Oak Private Wealth LLC | 2,306 | $1.17M | 0.12% | −228−9.0% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 2,306 | $1.17M | 0.45% | +2,306 | New |
| Uncommon Cents Investing LLC | 2,310 | $1.18M | 0.37% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 2,311 | $1.18M | 0.33% | −312−11.9% | Reduced |
| ICW Investment Advisors LLC | 2,314 | $1.18M | 0.53% | +39+1.7% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 2,314 | $1.18M | 0.47% | −166−6.7% | Reduced |
| Bluesphere Advisors, LLC | 2,316 | $1.18M | 0.60% | −80−3.3% | Reduced |
| InTrack Investment Management Inc | 2,318 | $1.18M | 0.84% | −104−4.3% | Reduced |
| Montecito Bank & Trust | 2,325 | $1.18M | 0.24% | −23−1.0% | Reduced |
| Epic Trust Investment Advisors, LLC | 2,325 | $1.18M | 1.30% | +178+8.3% | Added |
| CoreFirst Bank & Trust | 2,333 | $1.19M | 0.80% | −3−0.1% | Reduced |
| Rogco, LP | 2,334 | $1.19M | 0.48% | −273−10.5% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 2,335 | $1.19M | 0.79% | 00.0% | Unchanged |
| HTLF Bank | 2,338 | $1.19M | 0.14% | +11+0.5% | Added |
| Spirit of America Management Corp | 2,350 | $1.20M | 0.24% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 2,350 | $1.20M | 0.12% | +60+2.6% | Added |
| Clarity Financial LLC | 2,351 | $1.20M | 0.18% | −35,788−93.8% | Reduced |
| Cardiff Park Advisors, LLC | 2,354 | $1.20M | 0.12% | +3+0.1% | Added |
| Meadow Creek Wealth Advisors LLC | 2,355 | $1.20M | 1.13% | +141+6.4% | Added |
| Camden National Bank | 2,355 | $1.20M | 0.19% | +694+41.8% | Added |
| MBL Wealth, LLC | 2,359 | $1.20M | 0.13% | −169−6.7% | Reduced |
| Modus Advisors, LLC | 2,364 | $1.20M | 0.43% | +1,100+87.0% | Added |
| Lokken Investment Group LLC | 2,367 | $1.21M | 0.57% | −1,413−37.4% | Reduced |
| West Michigan Advisors, LLC | 2,370 | $1.21M | 0.38% | −10−0.4% | Reduced |
| Crawford Investment Counsel Inc | 2,376 | $1.21M | 0.02% | −391−14.1% | Reduced |
| Richardson Financial Services Inc. | 2,379 | $1.21M | 0.87% | −226−8.7% | Reduced |
| Camden Capital, LLC | 2,384 | $1.21M | 0.10% | −385−13.9% | Reduced |
| SC&H Financial Advisors, Inc. | 2,392 | $1.22M | 0.30% | +2+0.1% | Added |
| JGP Global Gestao de Recursos Ltda. | 2,401 | $1.22M | 1.55% | −29−1.2% | Reduced |
| Breakwater Capital Group | 2,407 | $1.23M | 0.28% | −39−1.6% | Reduced |
| Sand Hill Global Advisors, LLC | 2,410 | $1.23M | 0.06% | −36−1.5% | Reduced |
| StrongBox Wealth, LLC | 2,412 | $1.23M | 0.58% | −1,384−36.5% | Reduced |
| Forte Capital LLC | 2,416 | $1.23M | 0.15% | −4−0.2% | Reduced |
| Cornerstone Wealth Advisors, Inc. | 2,418 | $1.23M | 0.37% | +33+1.4% | Added |
| Onefund, LLC | 2,420 | $1.23M | 1.34% | +22+0.9% | Added |
| Childress Capital Advisors, LLC | 2,422 | $1.23M | 0.35% | +254+11.7% | Added |
| ORG Partners LLC | 2,490 | $1.23M | 0.15% | +2,338+1,538.2% | Added |
| Riverwater Partners LLC | 2,427 | $1.24M | 0.92% | −53−2.1% | Reduced |
| Leeward Financial Partners, LLC | 2,427 | $1.24M | 0.50% | −6,901−74.0% | Reduced |
| Callan Family Office, LLC | 2,435 | $1.24M | 0.24% | +791+48.1% | Added |
| Arbor Capital Management Inc | 2,513 | $1.24M | 1.15% | −96−3.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 2,443 | $1.24M | 0.12% | +44+1.8% | Added |
| Clarus Group, Inc. | 2,444 | $1.24M | 0.55% | +884+56.7% | Added |
| Moseley Investment Management Inc | 2,445 | $1.25M | 0.58% | +30+1.2% | Added |
| First County Bank | 2,447 | $1.25M | 0.64% | −236−8.8% | Reduced |
| Nicholas Hoffman & Company, LLC. | 2,447 | $1.25M | 0.06% | −19−0.8% | Reduced |
| Semanteon Capital Management, LP | 2,462 | $1.25M | 0.89% | +2,462 | New |
| LVW Advisors, LLC | 2,462 | $1.25M | 0.18% | +367+17.5% | Added |
| Prentice Wealth Management LLC | 2,465 | $1.26M | 0.41% | +3+0.1% | Added |
| FinTrust Capital Advisors, LLC | 2,484 | $1.27M | 0.24% | −534−17.7% | Reduced |
| LS Investment Advisors, LLC | 2,485 | $1.27M | 0.20% | −1,295−34.3% | Reduced |
| Phillips Wealth Planners LLC | 2,530 | $1.27M | 1.34% | +66+2.7% | Added |
| California First Leasing Corp | 2,489 | $1.27M | 0.57% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 2,491 | $1.27M | 0.24% | +65+2.7% | Added |