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 |
|---|---|---|---|---|---|
| Orrstown Financial Services Inc | 2,954 | $1.50M | 0.79% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 2,955 | $1.50M | 0.73% | −36−1.2% | Reduced |
| Kings Path Partners LLC | 2,962 | $1.51M | 0.71% | +2,962 | New |
| Legacy Bridge, LLC | 2,962 | $1.51M | 0.89% | +5+0.2% | Added |
| EverSource Wealth Advisors, LLC | 2,622 | $1.51M | 0.10% | +193+7.9% | Added |
| Regal Investment Advisors LLC | 2,975 | $1.52M | 0.10% | −127−4.1% | Reduced |
| XML Financial, LLC | 2,980 | $1.52M | 0.15% | −290−8.9% | Reduced |
| Tiemann Investment Advisors, LLC | 2,984 | $1.52M | 0.68% | −60−2.0% | Reduced |
| KG&L Capital Management,LLC | 2,995 | $1.53M | 0.53% | +140+4.9% | Added |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $1.53M | 0.47% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 3,008 | $1.53M | 0.79% | +342+12.8% | Added |
| PFW Advisors LLC | 3,009 | $1.53M | 0.49% | −224−6.9% | Reduced |
| Callan Capital, LLC | 3,011 | $1.53M | 0.13% | +1,990+194.9% | Added |
| Fiduciary Family Office, LLC | 3,014 | $1.53M | 0.61% | −1,161−27.8% | Reduced |
| Tolleson Wealth Management, Inc. | 3,014 | $1.53M | 0.30% | +47+1.6% | Added |
| Financial Network Wealth Management LLC | 3,021 | $1.54M | 0.59% | +3,021 | New |
| Lecap Asset Management Ltd | 3,025 | $1.54M | 0.33% | −1,379−31.3% | Reduced |
| FCG Investment Co | 3,030 | $1.54M | 1.17% | +132+4.6% | Added |
| BTG Pactual Asset Management US LLC | 3,036 | $1.55M | 0.39% | +3,036 | New |
| Yarbrough Capital, LLC | 3,043 | $1.55M | 0.06% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 3,047 | $1.55M | 0.03% | +188+6.6% | Added |
| Prostatis Group LLC | 3,023 | $1.56M | 0.55% | +286+10.4% | Added |
| St. Johns Investment Management Company, LLC | 3,059 | $1.56M | 0.74% | −91−2.9% | Reduced |
| Westhampton Capital, LLC | 3,059 | $1.56M | 0.84% | +15+0.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,065 | $1.56M | 0.49% | +3,065 | New |
| Maxwell Wealth Strategies Inc. | 3,068 | $1.56M | 0.77% | +7+0.2% | Added |
| Golden State Equity Partners | 3,072 | $1.56M | 0.33% | +3,072 | New |
| Ellevest, Inc. | 3,074 | $1.57M | 0.09% | −31−1.0% | Reduced |
| Edge Capital Group, LLC | 3,074 | $1.57M | 0.08% | +5+0.2% | Added |
| BKD Wealth Advisors, LLC | 3,077 | $1.57M | 0.04% | −308−9.1% | Reduced |
| Pacific Capital Partners Ltd | 3,080 | $1.57M | 1.04% | 00.0% | Unchanged |
| Hilltop Partners LLC | 3,088 | $1.57M | 0.58% | +415+15.5% | Added |
| Allstate Corp | 3,090 | $1.57M | 0.13% | −18−0.6% | Reduced |
| Ar Asset Management Inc | 3,090 | $1.57M | 0.38% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 3,115 | $1.59M | 0.34% | +353+12.8% | Added |
| GoalVest Advisory LLC | 3,124 | $1.59M | 0.51% | +18+0.6% | Added |
| Westbourne Investment Advisors, Inc. | 3,126 | $1.59M | 0.58% | −62−1.9% | Reduced |
| CRA Financial Services, LLC | 3,126 | $1.59M | 0.32% | +3+0.1% | Added |
| Brand Asset Management Group, Inc. | 3,136 | $1.60M | 0.67% | −30−0.9% | Reduced |
| Corundum Group, Inc. | 3,141 | $1.60M | 0.62% | +878+38.8% | Added |
| Meridian Financial Partners LLC | 2,848 | $1.61M | 0.95% | +127+4.7% | Added |
| Avalon Trust Co | 3,164 | $1.61M | 0.13% | −993−23.9% | Reduced |
| Invera Wealth Advisors, LLC | 3,195 | $1.61M | 1.65% | −18−0.6% | Reduced |
| Bellwether Advisors, LLC | 3,165 | $1.61M | 0.34% | −4,941−61.0% | Reduced |
| SeaCrest Wealth Management, LLC | 3,169 | $1.61M | 0.18% | −1,246−28.2% | Reduced |
| Samalin Investment Counsel, LLC | 3,168 | $1.61M | 0.75% | +266+9.2% | Added |
| Northern Financial Advisors Inc | 3,170 | $1.61M | 1.29% | −163−4.9% | Reduced |
| Investment Advisory Services Inc | 3,171 | $1.62M | 0.59% | −187−5.6% | Reduced |
| Missouri Trust & Investment Co | 3,176 | $1.62M | 0.61% | −51−1.6% | Reduced |
| Mechanics Financial Corp | 3,178 | $1.62M | 0.83% | −24−0.7% | Reduced |
| Mendel Money Management | 3,193 | $1.63M | 0.76% | +319+11.1% | Added |
| Avidian Wealth Solutions, LLC | 3,196 | $1.63M | 0.08% | +802+33.5% | Added |
| Buckley Wealth Management, LLC | 3,213 | $1.64M | 0.52% | −46−1.4% | Reduced |
| Independent Investors Inc | 3,215 | $1.64M | 0.36% | −325−9.2% | Reduced |
| OneAscent Financial Services LLC | 3,218 | $1.64M | 0.23% | −70−2.1% | Reduced |
| Unique Wealth, LLC | 3,233 | $1.64M | 0.43% | +364+12.7% | Added |
| Laraway Financial Inc | 3,222 | $1.64M | 1.40% | +2+0.1% | Added |
| Benjamin Edwards Inc | 3,239 | $1.65M | 0.32% | −445−12.1% | Reduced |
| Advisor OS, LLC | 3,246 | $1.65M | 0.18% | −149−4.4% | Reduced |
| Aviance Capital Partners, LLC | 3,249 | $1.65M | 0.24% | −522−13.8% | Reduced |
| Linden Thomas Advisory Services, LLC | 3,265 | $1.66M | 0.26% | +526+19.2% | Added |
| Benchmark Investment Advisors LLC | 3,279 | $1.67M | 1.21% | +245+8.1% | Added |
| Institute for Wealth Management, LLC. | 3,285 | $1.67M | 0.22% | +93+2.9% | Added |
| Wall Street Access Asset Management, LLC | 3,287 | $1.67M | 0.69% | +70+2.2% | Added |
| Pictet Bank & Trust Ltd | 3,300 | $1.68M | 1.71% | −150−4.3% | Reduced |
| CSU Producer Resources, Inc. | 3,300 | $1.68M | 5.60% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 3,305 | $1.68M | 1.57% | −460−12.2% | Reduced |
| KC Investment Advisors, LLC | 3,308 | $1.68M | 0.84% | +122+3.8% | Added |
| Proficio Capital Partners LLC | 3,310 | $1.69M | 0.18% | −287−8.0% | Reduced |
| Sierra Summit Advisors LLC | 3,314 | $1.69M | 0.42% | −10,693−76.3% | Reduced |
| Ironwood Investment Counsel, LLC | 3,321 | $1.69M | 0.30% | −167−4.8% | Reduced |
| Trust Investment Advisors | 3,330 | $1.70M | 1.08% | −9−0.3% | Reduced |
| Cullen Investment Group, Ltd. | 3,331 | $1.70M | 0.27% | +67+2.1% | Added |
| Defined Wealth Management, LLC | 3,332 | $1.70M | 1.18% | +15+0.5% | Added |
| Astoria Portfolio Advisors LLC. | 3,351 | $1.71M | 0.61% | +235+7.5% | Added |
| Zullo Investment Group, Inc. | 3,351 | $1.71M | 0.75% | +83+2.5% | Added |
| Matrix Trust Co | 3,352 | $1.71M | 0.39% | +181+5.7% | Added |
| Alta Wealth Advisors LLC | 3,357 | $1.71M | 0.85% | −26−0.8% | Reduced |
| Chicago Partners Investment Group LLC | 2,978 | $1.72M | 0.07% | +368+14.1% | Added |
| Hunter Associates Investment Management LLC | 3,372 | $1.72M | 0.29% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 3,380 | $1.72M | 0.66% | +353+11.7% | Added |
| Diversified, LLC | 3,384 | $1.72M | 0.20% | +388+13.0% | Added |
| Fullcircle Wealth LLC | 3,089 | $1.73M | 0.85% | +3,089 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,397 | $1.73M | 0.65% | 00.0% | Unchanged |
| Parkside Investments, LLC | 3,399 | $1.73M | 0.27% | +1,399+70.0% | Added |
| CFM Wealth Partners LLC | 3,399 | $1.73M | 0.32% | +549+19.3% | Added |
| Doliver Advisors, LP | 3,401 | $1.73M | 0.48% | −8−0.2% | Reduced |
| Ambassador Advisors, LLC | 3,402 | $1.73M | 0.31% | +196+6.1% | Added |
| Continuum Advisory, LLC | 3,410 | $1.74M | 0.25% | +19+0.6% | Added |
| Cornerstone Advisory, LLC | 3,413 | $1.74M | 0.24% | −361−9.6% | Reduced |
| Intrua Financial, LLC | 3,421 | $1.74M | 0.28% | +556+19.4% | Added |
| FSM Wealth Advisors, LLC | 3,428 | $1.75M | 0.59% | −99−2.8% | Reduced |
| Kirtland Hills Capital Management, LLC | 3,428 | $1.75M | 1.45% | −17−0.5% | Reduced |
| Ted Buchan & Co | 3,433 | $1.75M | 0.94% | +795+30.1% | Added |
| Florida Financial Advisors, LLC | 3,768 | $1.75M | 1.05% | +673+21.7% | Added |
| Prossimo Advisors, LLC | 3,437 | $1.75M | 1.58% | +299+9.5% | Added |
| Cobblestone Capital Advisors LLC | 3,443 | $1.75M | 0.11% | −41−1.2% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 3,445 | $1.75M | 0.91% | +138+4.2% | Added |
| Gamco Investors, Inc. Et Al | 3,449 | $1.76M | 0.02% | −1,121−24.5% | Reduced |
| Prairie Wealth Advisors, Inc. | 3,449 | $1.76M | 0.89% | −727−17.4% | Reduced |