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 |
|---|---|---|---|---|---|
| Sterling Investment Counsel, LLC | 3,453 | $1.76M | 0.69% | +29+0.8% | Added |
| Tilia Fiduciary Partners, Inc. | 3,456 | $1.76M | 1.38% | +165+5.0% | Added |
| KPP Advisory Services LLC | 3,460 | $1.76M | 0.47% | +288+9.1% | Added |
| Semmax Financial Advisors Inc. | 3,071 | $1.76M | 0.53% | −939−23.4% | Reduced |
| HMS Capital Management, LLC | 3,467 | $1.77M | 0.92% | +2+0.1% | Added |
| Intact Investment Management Inc. | 3,480 | $1.77M | 0.07% | +380+12.3% | Added |
| James J. Burns & Company, LLC | 3,482 | $1.77M | 0.35% | +3,482 | New |
| Signature Wealth Management Group | 3,485 | $1.77M | 0.78% | +92+2.7% | Added |
| KLCM Advisors, Inc. | 3,485 | $1.77M | 0.22% | −25−0.7% | Reduced |
| Stratos Wealth Advisors, LLC | 3,486 | $1.78M | 0.09% | −2,187−38.6% | Reduced |
| Seven Eight Capital, LP | 3,487 | $1.78M | 0.19% | −1,483−29.8% | Reduced |
| Strategic Investment Advisors | 3,489 | $1.78M | 0.22% | −131−3.6% | Reduced |
| Aaron Wealth Advisors | 3,489 | $1.78M | 0.25% | −245−6.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,497 | $1.78M | 0.26% | +256+7.9% | Added |
| Money Concepts Capital Corp | 3,511 | $1.79M | 0.15% | +165+4.9% | Added |
| Intellectus Partners, LLC | 3,513 | $1.79M | 0.49% | +276+8.5% | Added |
| Evernest Financial Advisors, LLC | 3,515 | $1.79M | 0.80% | +120+3.5% | Added |
| Hudson Canyon Capital Management | 3,518 | $1.79M | 1.21% | −158−4.3% | Reduced |
| Foster Group, Inc. | 3,531 | $1.80M | 0.07% | +125+3.7% | Added |
| RMR Wealth Builders | 3,531 | $1.80M | 0.21% | +37+1.1% | Added |
| Quotient Wealth Partners, LLC | 3,534 | $1.80M | 0.06% | +713+25.3% | Added |
| Ramirez Asset Management, Inc. | 3,559 | $1.81M | 0.37% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 3,560 | $1.81M | 0.16% | −234−6.2% | Reduced |
| Summit X, LLC | 3,562 | $1.82M | 0.41% | +1,412+65.7% | Added |
| SkyOak Wealth, LLC | 3,583 | $1.82M | 0.43% | +246+7.4% | Added |
| Pettee Investors, Inc. | 3,587 | $1.83M | 0.88% | −315−8.1% | Reduced |
| Paulson Wealth Management Inc. | 3,601 | $1.83M | 0.54% | −18−0.5% | Reduced |
| BCGM Wealth Management, LLC | 3,615 | $1.84M | 0.64% | −43−1.2% | Reduced |
| Lake Street Financial LLC | 3,623 | $1.84M | 0.24% | −71−1.9% | Reduced |
| Relative Value Partners Group, LLC | 3,623 | $1.84M | 0.24% | +2,538+233.9% | Added |
| Delta Financial Advisors LLC | 3,626 | $1.85M | 0.72% | +28+0.8% | Added |
| MWA Asset Management | 3,647 | $1.86M | 1.32% | +426+13.2% | Added |
| Walter & Keenan Financial Consulting Co | 3,667 | $1.87M | 0.59% | +56+1.6% | Added |
| US Asset Management LLC | 3,671 | $1.87M | 1.69% | −135−3.5% | Reduced |
| Hartline Investment Corp | 3,680 | $1.87M | 0.25% | −1,442−28.2% | Reduced |
| IAM Advisory, LLC | 3,687 | $1.88M | 0.51% | +63+1.7% | Added |
| Smartleaf Asset Management LLC | 3,864 | $1.88M | 0.31% | +577+17.6% | Added |
| Leonteq Securities AG | 3,695 | $1.88M | 0.26% | −2,258−37.9% | Reduced |
| Fiduciary Group LLC | 3,695 | $1.88M | 0.20% | +18+0.5% | Added |
| Willner & Heller, LLC | 3,697 | $1.88M | 1.80% | −51−1.4% | Reduced |
| ZWJ Investment Counsel Inc | 3,699 | $1.88M | 0.08% | +70+1.9% | Added |
| Simon Quick Advisors, LLC | 3,719 | $1.89M | 0.13% | +666+21.8% | Added |
| Rede Wealth, LLC | 3,734 | $1.90M | 1.75% | +116+3.2% | Added |
| Capital Investment Advisory Services, LLC | 3,740 | $1.90M | 0.20% | +358+10.6% | Added |
| Goepper Burkhardt LLC | 3,742 | $1.91M | 0.86% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 3,768 | $1.92M | 0.35% | −157−4.0% | Reduced |
| Signature Estate & Investment Advisors LLC | 3,768 | $1.92M | 0.05% | +2,481+192.8% | Added |
| Commons Capital, LLC | 3,770 | $1.92M | 2.31% | +163+4.5% | Added |
| DT Investment Partners, LLC | 3,775 | $1.92M | 0.17% | +13+0.3% | Added |
| Key Financial Inc | 3,797 | $1.93M | 0.46% | +146+4.0% | Added |
| Delta Investment Management, LLC | 3,798 | $1.93M | 0.43% | +3,276+627.6% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 3,806 | $1.94M | 1.28% | +175+4.8% | Added |
| Bank Hapoalim BM | 3,818 | $1.94M | 0.27% | −653−14.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,547 | $1.95M | 0.02% | −592−14.3% | Reduced |
| Opal Wealth Advisors, LLC | 3,825 | $1.95M | 0.63% | −77−2.0% | Reduced |
| Emprise Bank | 3,831 | $1.95M | 1.20% | −25−0.6% | Reduced |
| Stokes Family Office, LLC | 3,836 | $1.95M | 0.23% | +415+12.1% | Added |
| Menard Financial Group LLC | 3,843 | $1.96M | 1.40% | +61+1.6% | Added |
| Sargent Investment Group, LLC | 3,868 | $1.97M | 0.40% | +942+32.2% | Added |
| Everhart Financial Group, Inc. | 3,874 | $1.97M | 0.51% | −126−3.2% | Reduced |
| Certified Advisory Corp | 3,889 | $1.98M | 0.25% | −343−8.1% | Reduced |
| Scharf Investments, LLC | 3,889 | $1.98M | 0.06% | +161+4.3% | Added |
| Oarsman Capital, Inc. | 3,921 | $2.00M | 0.44% | +194+5.2% | Added |
| MGB Wealth Management, LLC | 3,951 | $2.00M | 0.75% | +14+0.4% | Added |
| Moss Adams Wealth Advisors LLC | 3,926 | $2.00M | 0.28% | +396+11.2% | Added |
| Cito Capital Group, LLC | 3,926 | $2.00M | 0.78% | +500+14.6% | Added |
| Highview Capital Management LLC | 3,935 | $2.00M | 0.83% | +9+0.2% | Added |
| One Wealth Advisors, LLC | 3,587 | $2.00M | 0.43% | +232+6.9% | Added |
| Legacy Capital Wealth Partners, LLC | 3,947 | $2.01M | 0.51% | +3,947 | New |
| Prosperity Consulting Group, LLC | 3,948 | $2.01M | 0.27% | −39−1.0% | Reduced |
| Aries Wealth Management | 3,950 | $2.01M | 0.63% | −24−0.6% | Reduced |
| Revolve Wealth Partners, LLC | 3,953 | $2.01M | 0.33% | −128−3.1% | Reduced |
| First Nebraska Trust Co | 3,962 | $2.02M | 0.21% | −89−2.2% | Reduced |
| Consilium Wealth Advisory, LLC | 3,962 | $2.02M | 1.10% | −242−5.8% | Reduced |
| Ahl Investment Management, Inc. | 3,984 | $2.03M | 1.49% | −53−1.3% | Reduced |
| Oakworth Capital, Inc. | 3,986 | $2.03M | 0.15% | +349+9.6% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 3,992 | $2.03M | 0.80% | +456+12.9% | Added |
| Optas, LLC | 3,994 | $2.03M | 0.52% | −163−3.9% | Reduced |
| Groesbeck Investment Management Corp | 3,996 | $2.04M | 2.82% | +150+3.9% | Added |
| Strategic Blueprint, LLC | 4,000 | $2.04M | 0.14% | −117−2.8% | Reduced |
| Quent Capital, LLC | 4,008 | $2.04M | 0.22% | −188−4.5% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 4,035 | $2.05M | 1.41% | 00.0% | Unchanged |
| Sierra Capital LLC | 4,047 | $2.06M | 0.28% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 4,051 | $2.06M | 0.91% | +54+1.4% | Added |
| Prosperitas Financial LLC | 4,062 | $2.07M | 1.26% | +594+17.1% | Added |
| Occudo Quantitative Strategies LP | 4,064 | $2.07M | 0.37% | +702+20.9% | Added |
| Secure Asset Management, LLC | 4,073 | $2.07M | 0.39% | +2,289+128.3% | Added |
| V-Square Quantitative Management LLC | 4,082 | $2.08M | 0.34% | −2,543−38.4% | Reduced |
| Journey Strategic Wealth LLC | 4,086 | $2.08M | 0.09% | +1,044+34.3% | Added |
| Drive Wealth Management, LLC | 4,087 | $2.08M | 0.56% | +210+5.4% | Added |
| Redwood Investment Management, LLC | 4,019 | $2.08M | 0.18% | −39−1.0% | Reduced |
| NVWM, LLC | 4,093 | $2.08M | 0.56% | +141+3.6% | Added |
| Platform Technology Partners | 4,096 | $2.09M | 0.72% | +4,096 | New |
| Retirement Guys Formula LLC | 4,097 | $2.09M | 1.00% | +347+9.3% | Added |
| Capital Management Associates, Inc | 4,100 | $2.09M | 1.26% | +4,100 | New |
| Mason & Associates Inc | 4,106 | $2.09M | 0.56% | +768+23.0% | Added |
| IMS Capital Management | 3,601 | $2.09M | 0.97% | −131−3.5% | Reduced |
| Prestige Wealth Management Group LLC | 4,106 | $2.09M | 0.45% | −170−4.0% | Reduced |
| Lawson Kroeker Investment Management Inc | 4,116 | $2.10M | 0.40% | 00.0% | Unchanged |
| Vista Investment Management | 4,139 | $2.11M | 0.85% | +91+2.2% | Added |