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 |
|---|---|---|---|---|---|
| Magnus Financial Group LLC | 4,833 | $2.46M | 0.28% | +67+1.4% | Added |
| Criterion Capital Advisors, LLC | 4,833 | $2.46M | 1.55% | +104+2.2% | Added |
| TrinityPoint Wealth, LLC | 4,845 | $2.47M | 0.39% | −4,608−48.7% | Reduced |
| Itau Unibanco Holding S.A. | 4,846 | $2.47M | 0.10% | +4,846 | New |
| Arete Wealth Advisors, LLC | 4,922 | $2.47M | 0.20% | +4,922 | New |
| Vestmark Advisory Solutions, Inc. | 4,866 | $2.48M | 0.10% | −66−1.3% | Reduced |
| Finivi Inc. | 4,867 | $2.48M | 2.05% | +39+0.8% | Added |
| Monte Financial Group, LLC | 4,870 | $2.48M | 1.09% | +81+1.7% | Added |
| WP Advisors, LLC | 4,883 | $2.49M | 0.79% | +25+0.5% | Added |
| Marcum Wealth, LLC | 4,884 | $2.49M | 0.25% | −52−1.1% | Reduced |
| RFG Advisory, LLC | 4,888 | $2.49M | 0.08% | +233+5.0% | Added |
| North Star Investment Management Corp. | 4,889 | $2.49M | 0.18% | −31−0.6% | Reduced |
| Ameliora Wealth Management Ltd. | 4,892 | $2.49M | 1.13% | +50+1.0% | Added |
| LM Advisors LLC | 4,903 | $2.50M | 0.00% | +115+2.4% | Added |
| MeadowBrook Investment Advisors LLC | 4,907 | $2.50M | 2.37% | −35−0.7% | Reduced |
| Blue Square Asset Management, LLC | 4,915 | $2.50M | 1.46% | −105−2.1% | Reduced |
| Van Cleef Asset Management,Inc | 4,918 | $2.50M | 0.31% | −375−7.1% | Reduced |
| Geller Advisors LLC | 4,930 | $2.51M | 0.19% | −306−5.8% | Reduced |
| KKM Financial LLC | 4,974 | $2.51M | 1.19% | +36+0.7% | Added |
| Sheets Smith Wealth Management | 4,942 | $2.52M | 0.30% | −280−5.4% | Reduced |
| Confluence Wealth Services, Inc. | 4,951 | $2.52M | 0.20% | +213+4.5% | Added |
| L.M. Kohn & Company | 4,956 | $2.52M | 0.68% | −7−0.1% | Reduced |
| BKM Wealth Management, LLC | 4,961 | $2.53M | 1.21% | −196−3.8% | Reduced |
| Ami Investment Management Inc | 4,962 | $2.53M | 0.88% | +17+0.3% | Added |
| Bigelow Investment Advisors, LLC | 4,968 | $2.53M | 1.21% | −109−2.1% | Reduced |
| Marion Wealth Management | 4,969 | $2.53M | 0.74% | +236+5.0% | Added |
| Susquehanna International Securities, Ltd. | 5,000 | $2.55M | 0.93% | +5,000 | New |
| Brick & Kyle, Associates | 5,003 | $2.55M | 1.05% | +5,003 | New |
| Boston Family Office LLC | 5,013 | $2.55M | 0.18% | +220+4.6% | Added |
| Cornercap Investment Counsel Inc | 5,014 | $2.55M | 0.42% | −168−3.2% | Reduced |
| Cottage Street Advisors LLC | 5,017 | $2.55M | 1.52% | −45−0.9% | Reduced |
| Apexium Financial, LP | 5,034 | $2.56M | 0.18% | −25−0.5% | Reduced |
| Moser Wealth Advisors, LLC | 5,060 | $2.58M | 1.40% | +130+2.6% | Added |
| Keel Point, LLC | 4,506 | $2.59M | 0.23% | +462+11.4% | Added |
| Waypoint Capital Advisors, LLC | 5,103 | $2.60M | 0.65% | +43+0.8% | Added |
| Eqis Capital Management, Inc. | 5,107 | $2.60M | 0.21% | +84+1.7% | Added |
| Harfst & Associates, Inc. | 5,122 | $2.61M | 0.61% | +8+0.2% | Added |
| Affinity Investment Advisors, LLC | 5,128 | $2.61M | 1.96% | −4−0.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 5,233 | $2.61M | 0.05% | −402−7.1% | Reduced |
| Greater Midwest Financial Group, LLC | 4,510 | $2.61M | 1.66% | +214+5.0% | Added |
| Chemung Canal Trust Co | 5,159 | $2.63M | 0.51% | −50−1.0% | Reduced |
| ROI Financial Advisors, LLC | 5,182 | $2.64M | 1.92% | −254−4.7% | Reduced |
| Hartford Financial Management Inc. | 5,182 | $2.64M | 0.57% | +384+8.0% | Added |
| Red Cedar Investment Management, LLC | 5,195 | $2.65M | 0.36% | 00.0% | Unchanged |
| CNB Bank | 5,198 | $2.65M | 1.27% | +1,990+62.0% | Added |
| Prelude Capital Management, LLC | 5,219 | $2.66M | 0.22% | +1,889+56.7% | Added |
| Eads & Heald Wealth Management | 5,223 | $2.66M | 1.29% | −182−3.4% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,229 | $2.66M | 0.44% | +107+2.1% | Added |
| Richwood Investment Advisors, LLC | 5,244 | $2.67M | 2.34% | −21−0.4% | Reduced |
| Manchester Capital Management LLC | 5,245 | $2.67M | 0.32% | −250−4.5% | Reduced |
| Mather Group, LLC. | 5,403 | $2.67M | 0.03% | +408+8.2% | Added |
| Circle Wealth Management, LLC | 5,250 | $2.67M | 0.06% | −446−7.8% | Reduced |
| Oxford Wealth Group, LLC | 5,256 | $2.68M | 1.84% | +2,067+64.8% | Added |
| Legacy Financial Advisors, Inc. | 5,306 | $2.70M | 0.48% | +77+1.5% | Added |
| Skopos Labs, Inc. | 5,521 | $2.70M | 1.16% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 5,343 | $2.72M | 1.30% | +318+6.3% | Added |
| Premier Path Wealth Partners, LLC | 5,357 | $2.73M | 0.46% | −276−4.9% | Reduced |
| RB Capital Management, LLC | 5,359 | $2.73M | 0.70% | +67+1.3% | Added |
| Quadcap Wealth Management, LLC | 5,365 | $2.73M | 0.49% | +1,493+38.6% | Added |
| Rice Partnership, LLC | 5,386 | $2.74M | 0.60% | −150−2.7% | Reduced |
| Whitener Capital Management, Inc. | 5,392 | $2.75M | 0.83% | +780+16.9% | Added |
| Bourgeon Capital Management LLC | 5,395 | $2.75M | 0.54% | −1,286−19.2% | Reduced |
| My Legacy Advisors, LLC | 5,410 | $2.76M | 0.88% | −73−1.3% | Reduced |
| Umpqua Bank | 5,412 | $2.76M | 1.07% | +184+3.5% | Added |
| Rodgers Brothers Inc. | 5,417 | $2.76M | 0.37% | +4,575+543.3% | Added |
| Formidable Asset Management, LLC | 5,418 | $2.76M | 0.45% | +257+5.0% | Added |
| Mission Creek Capital Partners, Inc. | 5,431 | $2.77M | 0.70% | +713+15.1% | Added |
| Relyea Zuckerberg Hanson LLC | 5,433 | $2.77M | 0.46% | −441−7.5% | Reduced |
| Coastal Investment Advisors, Inc. | 5,457 | $2.78M | 0.54% | +37+0.7% | Added |
| Hartford Funds Management Co LLC | 5,464 | $2.78M | 0.26% | +593+12.2% | Added |
| Platte River Wealth Advisors, LLC | 5,476 | $2.79M | 0.78% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 5,476 | $2.79M | 0.06% | +4,580+511.2% | Added |
| JPL Wealth Management, LLC | 5,481 | $2.79M | 1.37% | +642+13.3% | Added |
| David Loasby | 5,615 | $2.81M | 0.27% | −321−5.4% | Reduced |
| Wintrust Investments LLC | 5,540 | $2.82M | 0.23% | −1,852−25.1% | Reduced |
| Patten Group, Inc. | 5,540 | $2.82M | 0.67% | −20.0% | Reduced |
| Parkside Financial Bank & Trust | 5,543 | $2.82M | 0.44% | −100−1.8% | Reduced |
| Wealth Alliance | 5,548 | $2.83M | 0.36% | +73+1.3% | Added |
| Wrapmanager Inc | 5,564 | $2.83M | 0.78% | −580−9.4% | Reduced |
| Gladius Capital Management LP | 5,584 | $2.84M | 2.84% | +2,087+59.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,593 | $2.85M | 0.09% | +217+4.0% | Added |
| Strategic Financial Services, Inc, | 5,609 | $2.86M | 0.18% | −318−5.4% | Reduced |
| Brasada Capital Management, LP | 5,680 | $2.86M | 0.51% | +535+10.4% | Added |
| Snider Financial Group | 5,631 | $2.87M | 1.11% | +203+3.7% | Added |
| CoreCap Advisors, LLC | 5,639 | $2.87M | 0.30% | +642+12.8% | Added |
| AIMZ Investment Advisors, LLC | 5,645 | $2.87M | 1.03% | −14−0.2% | Reduced |
| Dorchester Wealth Management Co | 5,661 | $2.88M | 0.56% | −2,130−27.3% | Reduced |
| Symphony Financial, Ltd. Co. | 5,900 | $2.88M | 0.53% | +1,540+35.3% | Added |
| Trust Co of Toledo NA | 5,675 | $2.89M | 0.42% | +499+9.6% | Added |
| Wealth Architects, LLC | 5,688 | $2.90M | 0.35% | +45+0.8% | Added |
| Sentinel Trust Co Lba | 5,690 | $2.90M | 0.36% | 00.0% | Unchanged |
| Brown Financial Advisors | 5,691 | $2.90M | 1.30% | +5,691 | New |
| Privium Fund Management (UK) Ltd | 5,926 | $2.90M | 1.13% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 5,721 | $2.91M | 0.92% | +656+13.0% | Added |
| Rehmann Capital Advisory Group | 5,721 | $2.91M | 0.21% | −209−3.5% | Reduced |
| Anderson Hoagland & Co | 5,928 | $2.92M | 0.31% | −77−1.3% | Reduced |
| Conscious Wealth Investments, LLC | 5,261 | $2.92M | 2.10% | +43+0.8% | Added |
| Inscription Capital, LLC | 5,735 | $2.92M | 0.47% | −352−5.8% | Reduced |
| Great Diamond Partners, LLC | 5,749 | $2.93M | 0.69% | −220−3.7% | Reduced |
| New England Research & Management, Inc. | 5,760 | $2.93M | 1.41% | −170−2.9% | Reduced |