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 |
|---|---|---|---|---|---|
| Powers Advisory Group, LLC | 399 | $203.1K | 0.11% | +399 | New |
| Bennett Associates Wealth Management | 399 | $203.2K | 0.18% | +399 | New |
| Harbor Group, Inc. | 399 | $203.2K | 0.05% | +399 | New |
| Colton Groome Financial Advisors, LLC | 400 | $203.7K | 0.08% | −72−15.3% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 400 | $203.7K | 0.07% | +400 | New |
| Custom Index Systems, LLC | 403 | $205.2K | 0.12% | −264−39.6% | Reduced |
| Davidson Trust Co | 403 | $205.2K | 0.14% | +403 | New |
| Provident Wealth Management, LLC | 403 | $205.2K | 0.08% | +403 | New |
| BIP Wealth, LLC | 404 | $205.7K | 0.02% | −233−36.6% | Reduced |
| Shakespeare Wealth Management, Inc. | 405 | $206.2K | 0.06% | +405 | New |
| Rareview Capital LLC | 406 | $206.5K | 0.20% | 00.0% | Unchanged |
| Sage Investment Advisers LLC | 407 | $207.3K | 0.23% | 00.0% | Unchanged |
| Foundation Wealth Management, LLC | 408 | $207.8K | 0.16% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 409 | $208.3K | 0.04% | −20−4.7% | Reduced |
| Ibex Wealth Advisors | 410 | $208.7K | 0.03% | −17,693−97.7% | Reduced |
| PCA Investment Advisory Services Inc. | 410 | $208.8K | 0.11% | +410 | New |
| Financial Network Wealth Advisors LLC | 409 | $209.1K | 0.16% | +409 | New |
| Hamilton Point Investment Advisors, LLC | 412 | $209.6K | 0.04% | +412 | New |
| Hutner Capital Management Inc | 412 | $209.8K | 0.12% | −20−4.6% | Reduced |
| Financial Avengers, Inc. | 413 | $210.3K | 0.11% | −40−8.8% | Reduced |
| HWG Holdings LP | 413 | $210.3K | 0.08% | +413 | New |
| Phraction Management LLC | 414 | $210.8K | 0.08% | +414 | New |
| Fortis Capital Advisors, LLC | 415 | $211.3K | 0.08% | −62−13.0% | Reduced |
| 25 LLC | 416 | $211.9K | 0.10% | −1−0.2% | Reduced |
| TPG Financial Advisors, LLC | 416 | $211.9K | 0.10% | +416 | New |
| Atom Investors LP | 417 | $212.4K | 0.02% | +417 | New |
| Thrive Capital Management, LLC | 417 | $212.4K | 0.10% | −24−5.4% | Reduced |
| BLB&B Advisors, LLC | 418 | $212.9K | 0.01% | −1−0.2% | Reduced |
| Summit Asset Management, LLC | 418 | $212.9K | 0.04% | 00.0% | Unchanged |
| Vivid Wealth Management, LLC | 420 | $213.8K | 0.12% | −1,007−70.6% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 420 | $213.9K | 0.00% | −860−67.2% | Reduced |
| Partners in Financial Planning | 421 | $214.4K | 0.05% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 421 | $214.4K | 0.05% | +421 | New |
| Trademark Financial Management, LLC | 422 | $214.9K | 0.18% | +422 | New |
| Dynamic Technology Lab Private Ltd | 421 | $215.0K | 0.02% | +421 | New |
| Southern Capital Advisors, LLC | 422 | $215.0K | 0.13% | −18−4.1% | Reduced |
| Capasso Planning Partners LLC | 423 | $215.3K | 0.07% | −2−0.5% | Reduced |
| Advisory Resource Group | 423 | $215.4K | 0.05% | 00.0% | Unchanged |
| Napatree Capital LLC | 423 | $215.4K | 0.17% | +423 | New |
| Midwest Professional Planners, LTD. | 424 | $215.9K | 0.07% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 424 | $216.0K | 0.03% | −16,007−97.4% | Reduced |
| Windward Capital Management Co | 424 | $216.0K | 0.02% | −47−10.0% | Reduced |
| Addison Advisors LLC | 425 | $216.4K | 0.07% | +62+17.1% | Added |
| Key Client Fiduciary Advisors, LLC | 425 | $216.6K | 0.11% | −4−0.9% | Reduced |
| RAM Investment Partners, LLC | 426 | $216.9K | 0.06% | +21+5.2% | Added |
| Cedar Brook Financial Partners, LLC | 427 | $217.5K | 1.64% | −2,768−86.6% | Reduced |
| Team Hewins, LLC | 427 | $217.5K | 0.09% | +427 | New |
| Alpha Financial Partners, LLC | 428 | $217.9K | 0.19% | +428 | New |
| TriaGen Wealth Management LLC | 428 | $218.0K | 0.08% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 430 | $219.0K | 0.05% | +13+3.1% | Added |
| Barr E S & Co | 431 | $219.7K | 0.01% | +7+1.7% | Added |
| Financial Freedom, LLC | 433 | $220.4K | 0.13% | +69+19.0% | Added |
| Cora Capital Advisors LLC | 433 | $220.5K | 0.11% | −12−2.7% | Reduced |
| GEM Asset Management, LLC | 434 | $221.0K | 0.14% | 00.0% | Unchanged |
| WestHill Financial Advisors, Inc. | 434 | $221.0K | 0.05% | +434 | New |
| CBIZ Investment Advisory Services, LLC | 434 | $221.3K | 0.01% | 00.0% | Unchanged |
| Roth Financial Partners LLC | 435 | $221.5K | 0.10% | −27−5.8% | Reduced |
| WBH Advisory Inc | 438 | $223.2K | 0.02% | 00.0% | Unchanged |
| Academy Capital Management Inc | 441 | $224.6K | 0.04% | 00.0% | Unchanged |
| Wade Financial Advisory, Inc | 442 | $225.1K | 0.08% | +442 | New |
| Convergence Financial, LLC | 442 | $225.2K | 0.06% | +442 | New |
| Capital Investment Services of America, Inc. | 444 | $226.1K | 0.02% | 00.0% | Unchanged |
| Wealthquest Corp | 444 | $226.1K | 0.02% | +20+4.7% | Added |
| ERTS Wealth Advisors, LLC | 445 | $226.6K | 0.05% | +3+0.7% | Added |
| Pacific Center for Financial Services | 445 | $226.6K | 0.06% | 00.0% | Unchanged |
| Winton Group Ltd | 447 | $227.6K | 0.02% | +447 | New |
| Retirement Planning Co of New England, Inc. | 448 | $228.0K | 0.12% | +23+5.4% | Added |
| Permanent Capital Management, LP | 731 | $228.1K | 0.05% | +731 | New |
| Old Second National Bank of Aurora | 448 | $228.1K | 0.06% | +70+18.5% | Added |
| SPC Financial, Inc. | 449 | $228.7K | 0.02% | −4,736−91.3% | Reduced |
| Smith Group Asset Management, LLC | 450 | $229.2K | 0.02% | −33,690−98.7% | Reduced |
| Legacy Financial Group, Inc. | 450 | $229.2K | 0.09% | −7−1.5% | Reduced |
| Purus Wealth Management, LLC | 450 | $229.2K | 0.10% | 00.0% | Unchanged |
| Country Trust Bank | 451 | $229.7K | 0.01% | +38+9.2% | Added |
| Sax Wealth Advisors, LLC | 452 | $230.3K | 0.02% | +452 | New |
| Curated Wealth Partners LLC | 453 | $230.7K | 0.03% | +453 | New |
| Keyes, Stange & Wooten Wealth Management, LLC | 455 | $231.7K | 0.16% | −5−1.1% | Reduced |
| Old Mission Investment Co LLC | 455 | $231.8K | 0.07% | 00.0% | Unchanged |
| Financial Management Network Inc | 476 | $232.1K | 0.06% | −15−3.1% | Reduced |
| Bell Investment Advisors, Inc | 457 | $232.7K | 0.05% | −47−9.3% | Reduced |
| Massachusetts Wealth Management | 457 | $232.7K | 0.16% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 457 | $232.7K | 0.12% | +260+132.0% | Added |
| Portman Square Capital LLP | 459 | $233.8K | 0.08% | +10+2.2% | Added |
| Hanson & Doremus Investment Management | 459 | $234.0K | 0.04% | +45+10.9% | Added |
| Phocas Financial Corp. | 460 | $234.3K | 0.03% | 00.0% | Unchanged |
| LPWM LLC | 479 | $234.4K | 0.08% | −10−2.0% | Reduced |
| Gilbert & Cook, Inc. | 460 | $234.4K | 0.03% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 461 | $234.8K | 0.07% | +461 | New |
| Acorn Creek Capital LLC | 462 | $235.3K | 0.14% | +462 | New |
| Cosner Financial Group, LLC | 464 | $236.1K | 0.17% | +2+0.4% | Added |
| Leith Wheeler Investment Counsel Ltd. | 464 | $236.3K | 0.02% | +464 | New |
| CM Wealth Advisors LLC | 465 | $236.8K | 0.11% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 466 | $237.0K | 0.14% | 00.0% | Unchanged |
| Embree Financial Group | 466 | $237.6K | 0.05% | −147−24.0% | Reduced |
| Private Capital Management, LLC | 468 | $238.2K | 0.03% | +1+0.2% | Added |
| RWM Asset Management, LLC | 468 | $238.3K | 0.04% | −250−34.8% | Reduced |
| jvl associates llc | 468 | $238.3K | 0.10% | +16+3.5% | Added |
| Elevatus Welath Management | 469 | $238.7K | 0.09% | −123−20.8% | Reduced |
| Exeter Financial, LLC | 469 | $238.9K | 0.11% | 00.0% | Unchanged |
| Hillman Capital Management, Inc. | 471 | $239.9K | 0.08% | 00.0% | Unchanged |