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 |
|---|---|---|---|---|---|
| Nebula Research & Development LLC | 4,143 | $2.11M | 0.34% | −220−5.0% | Reduced |
| Herold Advisors, Inc. | 4,164 | $2.12M | 0.49% | +264+6.8% | Added |
| Oak Associates, Ltd | 4,169 | $2.12M | 0.14% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 4,171 | $2.12M | 0.60% | −6−0.1% | Reduced |
| Left Brain Wealth Management, LLC | 4,177 | $2.13M | 0.99% | +67+1.6% | Added |
| Romano Brothers and Company | 4,178 | $2.13M | 0.29% | +32+0.8% | Added |
| Empire Financial Management Company, LLC | 4,179 | $2.13M | 0.70% | +136+3.4% | Added |
| 9258 Wealth Management, LLC | 4,188 | $2.13M | 0.33% | −77−1.8% | Reduced |
| Vista Finance, LLC | 4,189 | $2.13M | 3.27% | +93+2.3% | Added |
| Freedom Day Solutions, LLC | 4,191 | $2.13M | 0.72% | −185−4.2% | Reduced |
| Townsend & Associates, Inc | 3,752 | $2.14M | 0.24% | −36−1.0% | Reduced |
| Mayflower Financial Advisors, LLC | 4,208 | $2.14M | 0.35% | +85+2.1% | Added |
| Frisch Financial Group, Inc. | 4,209 | $2.14M | 0.65% | −88−2.0% | Reduced |
| SWS Partners | 4,232 | $2.15M | 0.64% | −892−17.4% | Reduced |
| Trust Point Inc. | 4,215 | $2.15M | 0.17% | −68−1.6% | Reduced |
| Hardy Reed LLC | 4,224 | $2.15M | 0.22% | +4,224 | New |
| Horizon Investment Services, LLC | 4,236 | $2.16M | 1.02% | −872−17.1% | Reduced |
| First Business Financial Services, Inc. | 4,243 | $2.16M | 0.23% | +77+1.8% | Added |
| Park Place Capital Corp | 4,251 | $2.16M | 0.69% | +74+1.8% | Added |
| Morris Retirement Advisors, LLC | 4,261 | $2.17M | 1.24% | −695−14.0% | Reduced |
| Altfest L J & Co Inc | 4,262 | $2.17M | 0.30% | −449−9.5% | Reduced |
| IFG Advisory, LLC | 4,272 | $2.18M | 0.14% | +4,272 | New |
| Tyche Wealth Partners LLC | 4,275 | $2.18M | 0.53% | +470+12.4% | Added |
| Vise Technologies, Inc. | 4,276 | $2.18M | 0.38% | −378−8.1% | Reduced |
| Northcape Wealth Management, LLC | 4,277 | $2.18M | 0.78% | +142+3.4% | Added |
| Fukoku Mutual Life Insurance Co | 4,282 | $2.18M | 0.17% | −247−5.5% | Reduced |
| Legato Capital Management LLC | 4,293 | $2.19M | 0.29% | −1,437−25.1% | Reduced |
| Financial Perspectives, Inc | 4,299 | $2.19M | 0.81% | +20.0% | Added |
| Ellenbecker Investment Group | 4,302 | $2.19M | 0.44% | +142+3.4% | Added |
| Aspiriant, LLC | 4,308 | $2.19M | 0.09% | −1,759−29.0% | Reduced |
| Fairfield Financial Advisors, LTD | 4,309 | $2.19M | 0.79% | +4,309 | New |
| Catalyst Financial Partners LLC | 4,325 | $2.20M | 0.48% | +382+9.7% | Added |
| Schear Investment Advisers, LLC | 4,352 | $2.22M | 1.60% | +86+2.0% | Added |
| Beaumont Financial Advisors, LLC | 4,369 | $2.22M | 0.18% | −44−1.0% | Reduced |
| Canopy Partners, LLC | 4,369 | $2.22M | 1.03% | −148−3.3% | Reduced |
| Symmetry Partners, LLC | 4,371 | $2.23M | 0.11% | −1,579−26.5% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 4,377 | $2.23M | 0.55% | −10−0.2% | Reduced |
| Radnor Capital Management, LLC | 4,379 | $2.23M | 0.68% | −205−4.5% | Reduced |
| Financial Advocates Investment Management | 4,381 | $2.23M | 0.14% | −246−5.3% | Reduced |
| Cahill Financial Advisors Inc | 4,406 | $2.24M | 0.31% | +6+0.1% | Added |
| CIC Wealth, LLC | 4,407 | $2.24M | 0.62% | +186+4.4% | Added |
| Gilliland Jeter Wealth Management LLC | 4,411 | $2.25M | 0.76% | −190−4.1% | Reduced |
| LaFleur & Godfrey LLC | 4,414 | $2.25M | 0.33% | +57+1.3% | Added |
| Advisory Alpha, LLC | 4,415 | $2.25M | 0.09% | +320+7.8% | Added |
| Summit Place Financial Advisors, LLC | 4,416 | $2.25M | 1.33% | +3,001+212.1% | Added |
| Wealth Effects LLC | 4,427 | $2.25M | 0.82% | +901+25.6% | Added |
| Weaver Capital Management LLC | 4,443 | $2.26M | 0.73% | −38−0.8% | Reduced |
| Northeast Financial Group, Inc. | 4,446 | $2.26M | 0.97% | +146+3.4% | Added |
| Voya Financial Advisors, Inc. | 4,671 | $2.27M | 0.26% | +232+5.2% | Added |
| Pure Financial Advisors, Inc. | 4,469 | $2.28M | 0.06% | +73+1.7% | Added |
| Trueblood Wealth Management, LLC | 4,494 | $2.29M | 1.29% | −247−5.2% | Reduced |
| Accretive Wealth Partners, LLC | 4,509 | $2.30M | 0.96% | +50+1.1% | Added |
| Main Street Financial Solutions, LLC | 4,514 | $2.30M | 0.22% | +338+8.1% | Added |
| Cape Ann Savings Bank | 4,520 | $2.30M | 1.43% | −165−3.5% | Reduced |
| SilverOak Wealth Management LLC | 4,526 | $2.30M | 0.55% | −15−0.3% | Reduced |
| Perbak Capital Partners LLP | 4,570 | $2.33M | 0.69% | +4,570 | New |
| Wealth Alliance Advisory Group, LLC | 4,572 | $2.33M | 0.52% | +616+15.6% | Added |
| Aft, Forsyth & Sober, LLC | 4,575 | $2.33M | 0.80% | 00.0% | Unchanged |
| Payden & Rygel Investment Group | 4,580 | $2.33M | 0.19% | −25,800−84.9% | Reduced |
| Payden & Rygel | 4,580 | $2.33M | 0.19% | −25,800−84.9% | Reduced |
| Fielder Capital Group LLC | 4,597 | $2.34M | 0.90% | −12−0.3% | Reduced |
| One Capital Management, LLC | 4,611 | $2.35M | 0.08% | +1,864+67.9% | Added |
| Oak Asset Management, LLC | 4,614 | $2.35M | 0.86% | 00.0% | Unchanged |
| Applied Capital LLC | 4,615 | $2.35M | 2.05% | +152+3.4% | Added |
| Paralel Advisors LLC | 4,615 | $2.35M | 0.11% | +568+14.0% | Added |
| Means Investment Co., Inc. | 4,629 | $2.36M | 0.28% | −727−13.6% | Reduced |
| Harvey Investment Co LLC | 4,651 | $2.37M | 0.28% | −50−1.1% | Reduced |
| Sterling Investment Management, Inc. | 4,656 | $2.37M | 1.80% | −608−11.6% | Reduced |
| Canandaigua National Bank & Trust Co | 4,656 | $2.37M | 0.26% | −459−9.0% | Reduced |
| Manhattan West Asset Management, LLC | 4,666 | $2.38M | 0.64% | −1,803−27.9% | Reduced |
| JNBA Financial Advisors | 4,666 | $2.38M | 0.25% | 00.0% | Unchanged |
| Stableford Capital II LLC | 4,152 | $2.38M | 0.94% | +14+0.3% | Added |
| Welch & Forbes LLC | 4,820 | $2.38M | 0.03% | +86+1.8% | Added |
| Meeder Asset Management Inc | 4,692 | $2.39M | 0.17% | −21,839−82.3% | Reduced |
| First National Advisers, LLC | 4,700 | $2.39M | 0.44% | +388+9.0% | Added |
| Alberta Investment Management Corp | 4,709 | $2.40M | 0.03% | −19,992−80.9% | Reduced |
| Personal Cfo Solutions, LLC | 4,711 | $2.40M | 0.37% | +3+0.1% | Added |
| Sentry Investment Management LLC | 4,714 | $2.40M | 1.07% | −965−17.0% | Reduced |
| BigSur Wealth Management LLC | 4,718 | $2.40M | 0.74% | +187+4.1% | Added |
| Sage Mountain Advisors LLC | 4,720 | $2.40M | 0.22% | +939+24.8% | Added |
| Parsons Capital Management Inc | 4,720 | $2.40M | 0.16% | −458−8.8% | Reduced |
| Wolverine Asset Management LLC | 4,721 | $2.40M | 0.05% | +185+4.1% | Added |
| FORA Capital, LLC | 4,728 | $2.41M | 0.29% | −36,727−88.6% | Reduced |
| Cidel Asset Management Inc | 4,740 | $2.41M | 0.19% | +200+4.4% | Added |
| Palouse Capital Management, Inc. | 4,752 | $2.42M | 1.62% | −150−3.1% | Reduced |
| Hilltop National Bank | 4,754 | $2.42M | 0.78% | −129−2.6% | Reduced |
| Court Place Advisors, LLC | 4,759 | $2.42M | 0.76% | −70−1.4% | Reduced |
| Interchange Capital Partners, LLC | 4,768 | $2.43M | 0.89% | +3,256+215.3% | Added |
| Kathmere Capital Management, LLC | 4,768 | $2.43M | 0.26% | +958+25.1% | Added |
| Palumbo Wealth Management LLC | 4,770 | $2.43M | 1.03% | +792+19.9% | Added |
| Centiva Capital, LP | 4,770 | $2.43M | 0.12% | −128−2.6% | Reduced |
| McDonald Partners LLC | 4,770 | $2.43M | 0.65% | +49+1.0% | Added |
| Alaethes Wealth LLC | 4,777 | $2.43M | 1.01% | +130+2.8% | Added |
| Boomfish Wealth Group, LLC | 4,784 | $2.44M | 1.58% | +121+2.6% | Added |
| Chesapeake Wealth Management | 4,791 | $2.44M | 0.88% | −14−0.3% | Reduced |
| Second Line Capital, LLC | 4,798 | $2.44M | 0.75% | +402+9.1% | Added |
| Counterweight Ventures, LLC | 4,808 | $2.45M | 1.85% | +74+1.6% | Added |
| Country Club Bank | 5,047 | $2.46M | 0.17% | +67+1.3% | Added |
| PDS Planning, Inc | 4,823 | $2.46M | 0.25% | −136−2.7% | Reduced |
| Next Century Growth Investors LLC | 4,833 | $2.46M | 0.20% | −12−0.2% | Reduced |