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 |
|---|---|---|---|---|---|
| Strategy Asset Managers LLC | 2,642 | $1.27M | 0.28% | −7,127−73.0% | Reduced |
| Bremer Bank National Association | 2,494 | $1.27M | 0.25% | −74−2.9% | Reduced |
| Quinn Opportunity Partners LLC | 2,500 | $1.27M | 0.15% | +2,500 | New |
| Cladis Investment Advisory, LLC | 2,506 | $1.28M | 0.93% | −8−0.3% | Reduced |
| Measured Wealth Private Client Group, LLC | 2,507 | $1.28M | 0.45% | −72−2.8% | Reduced |
| Allred Capital Management, LLC | 2,507 | $1.28M | 0.49% | +169+7.2% | Added |
| Summit Financial Wealth Advisors, LLC | 2,511 | $1.28M | 0.26% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 2,486 | $1.28M | 0.23% | +270+12.2% | Added |
| Archer Investment Corp | 2,521 | $1.28M | 0.37% | +831+49.2% | Added |
| Transatlantique Private Wealth LLC | 2,594 | $1.29M | 0.53% | +234+9.9% | Added |
| First Financial Bank - Trust Division | 2,539 | $1.29M | 0.13% | −291−10.3% | Reduced |
| Evermay Wealth Management LLC | 2,548 | $1.30M | 0.21% | −22−0.9% | Reduced |
| Bowen Hanes & Co Inc | 2,561 | $1.30M | 0.04% | −2,175−45.9% | Reduced |
| Sivia Capital Partners, LLC | 2,562 | $1.30M | 0.87% | −58−2.2% | Reduced |
| Nabity-Jensen Investment Management Inc | 2,563 | $1.31M | 1.07% | +8+0.3% | Added |
| Aletheian Wealth Advisors LLC | 2,563 | $1.31M | 0.69% | +100+4.1% | Added |
| Heartland Bank & Trust Co | 2,567 | $1.31M | 0.74% | −966−27.3% | Reduced |
| Stonebrook Private Inc. | 2,574 | $1.31M | 0.38% | −259−9.1% | Reduced |
| Adirondack Trust Co | 2,574 | $1.31M | 0.54% | −4−0.2% | Reduced |
| Gitterman Wealth Management, LLC | 2,577 | $1.31M | 0.51% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,581 | $1.31M | 0.10% | +82+3.3% | Added |
| MJP Associates Inc | 2,584 | $1.32M | 0.27% | +93+3.7% | Added |
| Essex Savings Bank | 2,586 | $1.32M | 0.35% | +46+1.8% | Added |
| JT Stratford LLC | 2,586 | $1.32M | 0.24% | −2,726−51.3% | Reduced |
| Nicolet Bankshares Inc | 2,588 | $1.32M | 0.33% | −128−4.7% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 2,591 | $1.32M | 0.37% | −174−6.3% | Reduced |
| WR Wealth Planners, LLC | 2,595 | $1.32M | 0.40% | +61+2.4% | Added |
| MBM Wealth Consultants, LLC | 2,686 | $1.32M | 0.45% | +281+11.7% | Added |
| Humankind Investments LLC | 2,598 | $1.32M | 0.35% | −520−16.7% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2,600 | $1.32M | 0.68% | +1,000+62.5% | Added |
| Alta Advisers Ltd | 2,600 | $1.32M | 0.64% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 2,606 | $1.33M | 0.12% | +426+19.5% | Added |
| Atlas Capital Advisors LLC | 2,608 | $1.33M | 0.17% | −40−1.5% | Reduced |
| Arthur M. Cohen & Associates, LLC | 2,610 | $1.33M | 0.24% | +83+3.3% | Added |
| White Lighthouse Investment Management Inc. | 2,630 | $1.34M | 0.26% | 00.0% | Unchanged |
| Three Seasons Wealth, LLC | 2,645 | $1.35M | 0.74% | +69+2.7% | Added |
| Garrison Point Advisors, LLC | 2,646 | $1.35M | 0.89% | −47−1.7% | Reduced |
| Oak Hill Wealth Advisors, LLC | 2,648 | $1.35M | 0.41% | +2,648 | New |
| Ifrah Financial Services, Inc. | 2,655 | $1.35M | 0.38% | −354−11.8% | Reduced |
| Sendero Wealth Management, LLC | 2,655 | $1.35M | 0.23% | +978+58.3% | Added |
| Enterprise Financial Services Corp | 2,658 | $1.35M | 0.83% | +36+1.4% | Added |
| Financial Engines Advisors L.L.C. | 2,667 | $1.36M | 0.00% | −849−24.1% | Reduced |
| United Community Bank | 2,672 | $1.36M | 0.55% | −1,328−33.2% | Reduced |
| Wilson & Boucher Capital Management, LLC | 2,679 | $1.36M | 1.05% | 00.0% | Unchanged |
| Caldwell Investment Management Ltd. | 2,690 | $1.37M | 1.03% | 00.0% | Unchanged |
| TLWM | 2,689 | $1.37M | 0.29% | +32+1.2% | Added |
| Heritage Wealth Management, LLC | 2,692 | $1.37M | 0.76% | −279−9.4% | Reduced |
| Heritage Family Offices, LLP | 2,692 | $1.37M | 0.76% | +2,692 | New |
| LVM Capital Management Ltd | 2,699 | $1.37M | 0.16% | 00.0% | Unchanged |
| Codex Capital Asset Management L.L.C. | 2,700 | $1.38M | 0.63% | +2,700 | New |
| Everett Harris & Co | 2,705 | $1.38M | 0.02% | +185+7.3% | Added |
| Arbor Trust Wealth Advisors, LLC | 2,713 | $1.38M | 0.73% | +150+5.9% | Added |
| Investment Partners, Ltd. | 2,723 | $1.39M | 0.62% | +98+3.7% | Added |
| Baldwin Investment Management, LLC | 2,726 | $1.39M | 0.19% | −107−3.8% | Reduced |
| Islay Capital Management, LLC | 2,728 | $1.39M | 1.00% | +402+17.3% | Added |
| AXS Investments LLC | 2,729 | $1.39M | 0.39% | −3,042−52.7% | Reduced |
| Cooper Financial Group | 2,731 | $1.39M | 0.20% | +492+22.0% | Added |
| Burford Brothers, Inc. | 2,731 | $1.39M | 0.81% | +187+7.4% | Added |
| Lee Financial Co | 2,738 | $1.39M | 0.23% | −340−11.0% | Reduced |
| Concentric Capital Strategies, LP | 2,742 | $1.40M | 0.09% | +2,742 | New |
| BancorpSouth Bank | 2,748 | $1.40M | 0.10% | −6−0.2% | Reduced |
| Syntegra Private Wealth Group, LLC | 2,748 | $1.40M | 0.18% | +37+1.4% | Added |
| Perennial Investment Advisors, LLC | 2,747 | $1.40M | 0.20% | +10+0.4% | Added |
| Safeguard Investment Advisory Group, LLC | 2,749 | $1.40M | 0.44% | +515+23.1% | Added |
| Smith, Salley & Associates | 2,751 | $1.40M | 0.10% | +436+18.8% | Added |
| Kensington Investment Counsel, LLC | 2,755 | $1.40M | 0.62% | +8+0.3% | Added |
| Gratus Wealth Advisors, LLC | 2,485 | $1.40M | 0.24% | −105−4.1% | Reduced |
| Sunpointe, LLC | 2,761 | $1.41M | 0.91% | +98+3.7% | Added |
| ERn Financial, LLC | 2,762 | $1.41M | 0.23% | −22−0.8% | Reduced |
| Cromwell Holdings LLC | 2,765 | $1.41M | 0.84% | +2,765 | New |
| Sunbelt Securities, Inc. | 2,766 | $1.41M | 0.14% | −734−21.0% | Reduced |
| Westside Investment Management, Inc. | 2,767 | $1.41M | 0.32% | +784+39.5% | Added |
| Gen-Wealth Partners Inc | 2,768 | $1.41M | 0.68% | +158+6.1% | Added |
| Apeiron RIA LLC | 2,777 | $1.41M | 0.43% | +93+3.5% | Added |
| Midland Wealth Advisors LLC | 2,787 | $1.42M | 0.08% | −340−10.9% | Reduced |
| Wallace Advisory Group, LLC | 2,788 | $1.42M | 1.02% | +29+1.1% | Added |
| Bank of Stockton | 2,792 | $1.42M | 0.45% | −284−9.2% | Reduced |
| Live Oak Investment Partners | – | $1.43M | 1.18% | – | New |
| Cim Investment Mangement Inc | 2,806 | $1.43M | 0.44% | −33−1.2% | Reduced |
| Fairscale Capital, LLC | 2,604 | $1.43M | 1.27% | +2,604 | New |
| Cambridge Advisors Inc. | 2,807 | $1.43M | 0.33% | 00.0% | Unchanged |
| Leisure Capital Management | 2,811 | $1.43M | 0.67% | +20+0.7% | Added |
| Harvest Fund Management Co., Ltd | 2,815 | $1.43M | 0.10% | +2,230+381.2% | Added |
| OV Management LLC | 2,844 | $1.45M | 1.01% | +44+1.6% | Added |
| Castle Rock Wealth Management, LLC | 2,932 | $1.45M | 0.36% | −91−3.0% | Reduced |
| Keudell/Morrison Wealth Management | 2,856 | $1.45M | 0.43% | −303−9.6% | Reduced |
| Absolute Capital Management, LLC | 2,861 | $1.46M | 0.88% | +49+1.7% | Added |
| Nwam LLC | 2,862 | $1.46M | 0.43% | −471−14.1% | Reduced |
| Wilkins Investment Counsel Inc | 2,870 | $1.46M | 0.22% | +20+0.7% | Added |
| Cahaba Wealth Management, Inc. | 2,884 | $1.47M | 0.13% | +25+0.9% | Added |
| Kingfisher Capital LLC | 2,887 | $1.47M | 0.34% | +34+1.2% | Added |
| Patton Albertson Miller Group, LLC | 2,914 | $1.48M | 0.21% | −5−0.2% | Reduced |
| DRW Securities, LLC | 2,925 | $1.49M | 0.09% | −2,802−48.9% | Reduced |
| Planning Center, Inc. | 2,927 | $1.49M | 0.19% | 00.0% | Unchanged |
| Maia Wealth LLC | 2,898 | $1.49M | 0.45% | +2,898 | New |
| E&G Advisors, LP | 2,933 | $1.49M | 0.44% | 00.0% | Unchanged |
| Beacon Financial Group | 2,933 | $1.49M | 0.17% | −13−0.4% | Reduced |
| Vectors Research Management, LLC | 2,936 | $1.50M | 0.46% | −2−0.1% | Reduced |
| Alera Investment Advisors, LLC | 2,949 | $1.50M | 0.18% | −446−13.1% | Reduced |
| Riverpark Capital Management LLC | 2,953 | $1.50M | 1.99% | +400+15.7% | Added |