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 |
|---|---|---|---|---|---|
| AlphaCore Capital LLC | 471 | $239.9K | 0.06% | +51+12.1% | Added |
| WFA of San Diego, LLC | 471 | $239.9K | 0.21% | +471 | New |
| Gray Private Wealth, LLC | 471 | $239.9K | 0.15% | 00.0% | Unchanged |
| LCNB Corp | 472 | $240.4K | 0.09% | 00.0% | Unchanged |
| Headinvest, LLC | 472 | $240.4K | 0.05% | +54+12.9% | Added |
| Affinity Capital Advisors, LLC | 473 | $240.9K | 0.05% | −9−1.9% | Reduced |
| Cohen & Steers, Inc. | 473 | $241.0K | 0.00% | −9−1.9% | Reduced |
| Redwood Investments, LLC | 474 | $241.4K | 0.08% | −3,833−89.0% | Reduced |
| Capital Advisors Wealth Management, LLC | 475 | $241.8K | 0.05% | +13+2.8% | Added |
| Phillips Financial Management, LLC | 476 | $242.4K | 0.02% | +66+16.1% | Added |
| Eaton-Cambridge Inc. | 478 | $243.4K | 0.12% | −13−2.6% | Reduced |
| CSM Advisors, LLC | 481 | $244.0K | 0.02% | −17−3.4% | Reduced |
| Roof Eidam & Maycock | 480 | $244.4K | 0.07% | −3,470−87.8% | Reduced |
| Wick Capital Partners, LLC | 481 | $244.7K | 0.09% | +16+3.4% | Added |
| Raffa Wealth Management, LLC | 483 | $246.0K | 0.07% | +32+7.1% | Added |
| Ariston Services Group | 483 | $246.0K | 0.24% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 483 | $246.0K | 0.10% | −39−7.5% | Reduced |
| Integris Wealth Management, LLC | 484 | $246.5K | 0.07% | −63−11.5% | Reduced |
| Acorn Financial Advisory Services Inc | 486 | $247.4K | 0.05% | +34+7.5% | Added |
| MB, Levis & Associates, LLC | 486 | $247.5K | 0.13% | +51+11.7% | Added |
| Wetzel Investment Advisors, Inc. | 502 | $248.3K | 0.14% | −153−23.4% | Reduced |
| Phoenix Wealth Advisors | 488 | $248.5K | 0.12% | +488 | New |
| Twin Peaks Wealth Advisors, LLC | 489 | $249.2K | 0.12% | +489 | New |
| Tortoise Investment Management, LLC | 490 | $249.5K | 0.03% | −13−2.6% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 490 | $249.5K | 0.00% | 00.0% | Unchanged |
| Independent Family Office, LLC | 500 | $249.7K | 0.14% | −266−34.7% | Reduced |
| Willow Creek Wealth Management Inc. | 491 | $250.0K | 0.03% | −3−0.6% | Reduced |
| Manchester Financial Inc | 491 | $250.1K | 0.06% | +30+6.5% | Added |
| Triton Wealth Management, PLLC | 452 | $250.8K | 0.15% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 492 | $250.8K | 0.13% | −194−28.3% | Reduced |
| Options Solutions, LLC | 493 | $251.1K | 0.15% | +3+0.6% | Added |
| Wealthcare Capital Management LLC | 494 | $251.6K | 0.03% | −91−15.6% | Reduced |
| Sage Private Wealth Group, LLC | 494 | $251.6K | 0.21% | +23+4.9% | Added |
| Weaver Consulting Group | 496 | $252.6K | 0.09% | −97−16.4% | Reduced |
| Financial Partners Group, Inc | 498 | $253.7K | 0.04% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 500 | $254.6K | 0.03% | 00.0% | Unchanged |
| Samjo Management, LLC | 500 | $254.6K | 0.09% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 501 | $254.9K | 0.03% | +13+2.7% | Added |
| Tyler-Stone Wealth Management | 503 | $255.9K | 0.11% | −60−10.7% | Reduced |
| Wharton Business Group, LLC | 504 | $257.0K | 0.01% | 00.0% | Unchanged |
| Select Asset Management & Trust | 504 | $257.0K | 0.10% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 505 | $257.2K | 0.19% | −29−5.4% | Reduced |
| Taylor Financial Group, Inc. | 505 | $257.2K | 0.20% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 507 | $258.2K | 0.04% | +4+0.8% | Added |
| KWMG, LLC | 508 | $258.7K | 0.03% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 508 | $258.7K | 0.05% | +1+0.2% | Added |
| MAS Advisors LLC | 508 | $258.8K | 0.62% | +5+1.0% | Added |
| High Probability Advisors, LLC | 509 | $259.2K | 0.05% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 511 | $260.0K | 0.07% | +1+0.2% | Added |
| Skyline Advisors, Inc. | 511 | $260.1K | 0.11% | −36−6.6% | Reduced |
| Orgel Wealth Management, LLC | 513 | $261.3K | 0.01% | +23+4.7% | Added |
| NovaPoint Capital, LLC | 514 | $261.8K | 0.09% | 00.0% | Unchanged |
| AJOVista, LLC | 514 | $261.8K | 0.75% | +43+9.1% | Added |
| RW Investment Management LLC | 515 | $262.3K | 0.04% | 00.0% | Unchanged |
| Foundry Partners, LLC | 515 | $262.3K | 0.01% | 00.0% | Unchanged |
| Clarity Wealth Advisors, LLC | 516 | $262.9K | 0.09% | −16−3.0% | Reduced |
| NorthStar Asset Management LLC | 517 | $263.3K | 0.18% | −36−6.5% | Reduced |
| Pavion Blue Capital, LLC | 518 | $263.8K | 0.13% | 00.0% | Unchanged |
| Sachetta, LLC | 458 | $264.2K | 0.11% | +2+0.4% | Added |
| Fox Hill Wealth Management | 520 | $265.1K | 0.16% | −346−40.0% | Reduced |
| Invictus Private Wealth, LLC | 521 | $265.3K | 0.02% | −135−20.6% | Reduced |
| Truvestments Capital LLC | 523 | $266.4K | 0.11% | +523 | New |
| WealthPLAN Partners, LLC | 523 | $266.5K | 0.03% | −23−4.2% | Reduced |
| Peddock Capital Advisors, LLC | 524 | $266.9K | 0.07% | −125−19.3% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 524 | $267.0K | 0.18% | 00.0% | Unchanged |
| Sentry LLC | 525 | $267.4K | 0.05% | 00.0% | Unchanged |
| Breed's Hill Capital LLC | 525 | $267.4K | 0.24% | +41+8.5% | Added |
| LifeSteps Financial, Inc. | 526 | $267.9K | 0.22% | 00.0% | Unchanged |
| Rollins Financial Advisors, LLC | 527 | $268.2K | 0.05% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 527 | $268.5K | 0.04% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 528 | $268.9K | 0.17% | +40+8.2% | Added |
| Kuhn & Co Investment Counsel | 528 | $268.9K | 0.24% | +3+0.6% | Added |
| First Personal Financial Services | 530 | $269.9K | 0.06% | 00.0% | Unchanged |
| Saxony Capital Management, LLC | 530 | $269.9K | 0.30% | +18+3.5% | Added |
| Waterway Wealth Management, LLC | 530 | $270.0K | 0.13% | +530 | New |
| Crew Capital Management, Ltd. | 531 | $270.4K | 0.22% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 531 | $270.4K | 0.06% | +531 | New |
| Fermata Advisors, LLC | 531 | $270.6K | 0.06% | −168−24.0% | Reduced |
| Carrera Capital Advisors | 532 | $270.8K | 0.09% | +532 | New |
| Alesco Advisors LLC | 532 | $270.9K | 0.01% | +45+9.2% | Added |
| CapWealth Advisors, LLC | 534 | $271.9K | 0.03% | +25+4.9% | Added |
| Northeast Investment Management | 535 | $272.5K | 0.01% | −1,670−75.7% | Reduced |
| Range Financial Group LLC | 536 | $273.0K | 0.14% | −77−12.6% | Reduced |
| Smith Shellnut Wilson LLC | 536 | $273.0K | 0.13% | 00.0% | Unchanged |
| United Bank | 536 | $273.0K | 0.03% | −7−1.3% | Reduced |
| Cypress Financial Planning LLC | 537 | $273.5K | 0.11% | −91−14.5% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 537 | $273.5K | 0.16% | −16−2.9% | Reduced |
| First Citizens Financial Corp | 537 | $273.5K | 0.16% | −7−1.3% | Reduced |
| Acima Private Wealth, LLC | 538 | $274.0K | 0.10% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 538 | $274.0K | 0.24% | +20+3.9% | Added |
| Lane & Associates LLC | 539 | $274.5K | 0.16% | +81+17.7% | Added |
| Matrix Private Capital Group LLC | 542 | $276.0K | 0.17% | +19+3.6% | Added |
| Lodestar Private Asset Management LLC | 542 | $276.0K | 0.04% | −49−8.3% | Reduced |
| Cambridge Financial Group, LLC | 543 | $276.3K | 0.13% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 543 | $276.5K | 0.02% | −145−21.1% | Reduced |
| MN Wealth Advisors, LLC | 544 | $277.3K | 0.16% | +21+4.0% | Added |
| OMNI 360 Wealth, Inc. | 545 | $277.5K | 0.21% | −16−2.9% | Reduced |
| Autumn Glory Partners, LLC | 545 | $277.5K | 0.14% | −140−20.4% | Reduced |
| Forza Wealth Management, LLC | 545 | $277.5K | 0.14% | −38−6.5% | Reduced |
| Blue Investment Partners LLC | 545 | $277.5K | 0.13% | 00.0% | Unchanged |