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
- 3,407
- +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
- 1,333 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 | 3,055 | $202.4B |
| Q4 2025 | 3,312 | $248.2B |
| Q3 2025 | 3,169 | $253.5B |
| Q2 2025 | 3,186 | $241.1B |
| Q1 2025 | 3,614 | $424.3B |
| Q4 2024 | 3,685 | $409.5B |
| Q3 2024 | 3,477 | $474.6B |
| Q2 2024 | 3,407 | $411.9B |
| Q1 2024 | 3,385 | $398.9B |
| Q4 2023 | 3,422 | $428.0B |
| Q3 2023 | 3,145 | $407.5B |
| Q2 2023 | 3,137 | $388.4B |
| Q1 2023 | 3,115 | $383.6B |
| Q4 2022 | 3,160 | $434.2B |
| Q3 2022 | 2,999 | $413.5B |
| Q2 2022 | 2,965 | $422.0B |
| Q1 2022 | 2,966 | $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 |
|---|---|---|---|---|---|
| West Oak Capital, LLC | 125 | $63.7K | 0.03% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 125 | $63.8K | 0.03% | +125 | New |
| Beaird Harris Wealth Management, LLC | 128 | $65.1K | 0.01% | −4−3.0% | Reduced |
| Guardian Wealth Management, Inc. | 129 | $65.9K | 0.05% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 133 | $67.8K | 0.02% | +46+52.9% | Added |
| DiNuzzo Private Wealth, Inc. | 134 | $68.2K | 0.01% | +7+5.5% | Added |
| New Millennium Group LLC | 135 | $68.6K | 0.04% | +135 | New |
| Rakuten Securities, Inc. | 141 | $71.8K | 0.03% | −636−81.9% | Reduced |
| DHJJ Financial Advisors, Ltd. | 145 | $73.7K | 0.03% | +20+16.0% | Added |
| Roble, Belko & Company, Inc | 146 | $74.0K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 150 | $74.3K | 0.06% | −48−24.2% | Reduced |
| WealthCollab, LLC | 152 | $77.4K | 0.06% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 154 | $78.4K | 0.02% | +23+17.6% | Added |
| Gleason Group, Inc. | 159 | $80.8K | 0.02% | +1+0.6% | Added |
| Creative Capital Management Investments LLC | 160 | $81.5K | 0.04% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 161 | $82.0K | 0.03% | 00.0% | Unchanged |
| Chris Bulman Inc | 161 | $82.0K | 0.06% | +161 | New |
| Evergreen Private Wealth LLC | 166 | $84.5K | 0.04% | +66+66.0% | Added |
| Coston, McIsaac & Partners | 170 | $86.0K | 0.03% | +1+0.6% | Added |
| Dynamic Wealth Strategies, LLC | 171 | $87.0K | 0.07% | +3+1.8% | Added |
| Valued Wealth Advisors LLC | 177 | $90.3K | 0.06% | +3+1.7% | Added |
| Kiely Wealth Advisory Group, Inc. | 160 | $90.4K | 0.05% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 179 | $91.0K | 0.14% | +2+1.1% | Added |
| Front Row Advisors LLC | 181 | $92.2K | 0.03% | +20+12.4% | Added |
| Activest Wealth Management | 182 | $92.5K | 0.03% | −28−13.3% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 185 | $94.2K | 0.02% | +81+77.9% | Added |
| ICA Group Wealth Management, LLC | 185 | $94.2K | 0.06% | −2,509−93.1% | Reduced |
| WFA Asset Management Corp | 186 | $94.7K | 0.05% | −79−29.8% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 187 | $95.4K | 0.05% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 194 | $98.8K | 0.03% | 00.0% | Unchanged |
| CKW Financial Group | 200 | $99.0K | 0.01% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 200 | $101.9K | 0.08% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 200 | $102.3K | 0.04% | −40−16.7% | Reduced |
| American Capital Advisory, LLC | 201 | $105.8K | 0.08% | +201 | New |
| Cassady Schiller Wealth Management, LLC | 209 | $106.4K | 0.04% | −10−4.6% | Reduced |
| FWL Investment Management, LLC | 212 | $108.0K | 0.05% | +120+130.4% | Added |
| Fairman Group, LLC | 217 | $110.5K | 0.11% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 217 | $110.5K | 0.03% | −3−1.4% | Reduced |
| Compass Wealth Management LLC | 219 | $111.5K | 0.03% | +2+0.9% | Added |
| Maj Invest Holding A/S | 222 | $113.0K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 224 | $114.0K | 0.06% | +9+4.2% | Added |
| Canton Hathaway, LLC | 230 | $117.0K | 0.03% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 231 | $117.7K | 0.05% | +3+1.3% | Added |
| Delta Asset Management LLC | 234 | $119.2K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 237 | $120.0K | 0.03% | +45+23.4% | Added |
| Natixis Investment Managers International | 237 | $120.7K | 0.01% | −60−20.2% | Reduced |
| Wellington Shields & Co., LLC | 238 | $121.2K | 0.04% | −214−47.3% | Reduced |
| Rowland & Co Investment Counsel | 245 | $124.8K | 0.03% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 247 | $125.8K | 0.01% | +247 | New |
| Moisand Fitzgerald Tamayo, LLC | 253 | $128.8K | 0.02% | +29+12.9% | Added |
| USA Financial Portformulas Corp | 254 | $129.4K | 0.02% | +60+30.9% | Added |
| First PREMIER Bank | 256 | $130.0K | 0.03% | 00.0% | Unchanged |
| TD Capital Management LLC | 264 | $134.4K | 0.01% | +1+0.4% | Added |
| Abound Wealth Management | 265 | $134.8K | 0.05% | −38−12.5% | Reduced |
| Empirical Asset Management, LLC | 18,612 | $136.3K | 0.05% | +18,612 | New |
| Ashburton (Jersey) Ltd | 280 | $139.0K | 0.06% | +280 | New |
| Blume Capital Management, Inc. | 275 | $140.0K | 0.03% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 276 | $140.6K | 0.04% | +4+1.5% | Added |
| Beacon Capital Management, LLC | 277 | $141.3K | 0.03% | +2+0.7% | Added |
| Naples Money Management LLC | 290 | $143.4K | 0.12% | +4+1.4% | Added |
| Blue Bell Private Wealth Management, LLC | 286 | $145.4K | 0.03% | −6−2.1% | Reduced |
| Painted Porch Advisors LLC | 289 | $147.2K | 0.08% | +289 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 292 | $148.7K | 0.21% | +116+65.9% | Added |
| Register Financial Advisors LLC | 295 | $150.4K | 0.08% | +16+5.7% | Added |
| Your Advocates Ltd., LLP | 298 | $151.8K | 0.06% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 300 | $153.0K | 0.02% | −18,758−98.4% | Reduced |
| Paloma Partners Management Co | 301 | $153.3K | 0.01% | +301 | New |
| Fortitude Family Office, LLC | 304 | $154.8K | 0.09% | +85+38.8% | Added |
| HighMark Wealth Management LLC | 304 | $154.8K | 0.09% | −28−8.4% | Reduced |
| Mizuho Bank, Ltd. | 310 | $157.9K | 0.04% | +310 | New |
| McMahon Financial Advisors, LLC | 312 | $158.8K | 0.03% | +312 | New |
| Atlantic Edge Private Wealth Management, LLC | 312 | $158.9K | 0.05% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 318 | $162.0K | 0.04% | −20−5.9% | Reduced |
| Aspect Partners, LLC | 319 | $162.5K | 0.10% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 331 | $168.6K | 0.05% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 333 | $169.6K | 0.91% | −10−2.9% | Reduced |
| Mendota Financial Group, LLC | 335 | $170.8K | 0.09% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 337 | $171.6K | 0.07% | −37−9.9% | Reduced |
| Mizuho Securities Co. Ltd. | 340 | $173.1K | 0.40% | +340 | New |
| Cornerstone Planning Group LLC | 313 | $178.0K | 0.05% | −69−18.1% | Reduced |
| FSC Wealth Advisors, LLC | 351 | $178.8K | 0.13% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 353 | $179.7K | 0.11% | +50+16.5% | Added |
| PSI Advisors, LLC | 355 | $180.5K | 0.06% | +101+39.8% | Added |
| Founders Capital Management | 365 | $186.0K | 0.12% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 373 | $189.0K | 0.12% | −15−3.9% | Reduced |
| Wolff Wiese Magana LLC | 374 | $190.5K | 0.15% | +7+1.9% | Added |
| Pingora Partners LLC | 375 | $191.0K | 0.14% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 386 | $197.0K | 0.19% | 00.0% | Unchanged |
| TSFG, LLC | 386 | $197.0K | 0.05% | +37+10.6% | Added |
| First Community Trust NA | 388 | $197.6K | 0.17% | +68+21.3% | Added |
| Trust Co of Oklahoma | 393 | $200.1K | 0.07% | −13−3.2% | Reduced |
| Nottingham Advisors, Inc. | 393 | $200.1K | 0.02% | +393 | New |
| Hanlon Investment Management, Inc. | 393 | $200.1K | 0.06% | +393 | New |
| Center For Asset Management LLC | 393 | $200.1K | 0.13% | +393 | New |
| NTV Asset Management LLC | 395 | $201.2K | 0.03% | +395 | New |
| Aua Capital Management, LLC | 395 | $201.2K | 0.12% | +395 | New |
| Jackson Thornton Asset Management, LLC | 396 | $201.7K | 0.03% | −35−8.1% | Reduced |
| Acorn Wealth Advisors, LLC | 396 | $201.7K | 0.10% | +396 | New |
| Tuttle Tactical Management | 409 | $202.6K | 1.22% | +409 | New |
| Integrity Wealth Solutions LLC | 398 | $202.8K | 0.13% | +398 | New |