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 |
|---|---|---|---|---|---|
| Laurel Wealth Planning LLC | 545 | $278.0K | 0.19% | 00.0% | Unchanged |
| Kraft Asset Management, LLC | 546 | $278.1K | 0.23% | +106+24.1% | Added |
| Team Financial Group, LLC | 547 | $278.4K | 0.18% | +21+4.0% | Added |
| Blackston Financial Advisory Group, LLC | 547 | $278.7K | 0.16% | +547 | New |
| Magnolia Wealth Management, LLC | 550 | $280.1K | 0.21% | −550−50.0% | Reduced |
| Mainsail Asset Management, LLC | 550 | $280.1K | 0.22% | 00.0% | Unchanged |
| Oakwell Private Wealth Management, LLC | 551 | $280.6K | 0.08% | 00.0% | Unchanged |
| Elite Life Management LLC | 551 | $280.6K | 1.09% | +23+4.4% | Added |
| Barry Investment Advisors, LLC | 552 | $281.0K | 0.09% | 00.0% | Unchanged |
| G2 Capital Management, LLC | 553 | $281.6K | 0.09% | +2+0.4% | Added |
| Compass Ion Advisors, LLC | 569 | $281.7K | 0.04% | 00.0% | Unchanged |
| Diligent Investors, LLC | 555 | $282.6K | 0.07% | +8+1.5% | Added |
| Burke & Herbert Bank & Trust Co | 556 | $283.1K | 0.07% | −128−18.7% | Reduced |
| Alterna Wealth Management, Inc | 556 | $283.1K | 0.25% | −31−5.3% | Reduced |
| Biltmore Family Office, LLC | 557 | $283.7K | 0.05% | +557 | New |
| Eagle Strategies LLC | 557 | $283.7K | 0.05% | −1,253−69.2% | Reduced |
| Legacy Financial Strategies, LLC | 581 | $284.5K | 0.07% | +22+3.9% | Added |
| 49 Wealth Management, LLC | 575 | $284.5K | 0.06% | +575 | New |
| Blueshift Asset Management, LLC | 559 | $284.7K | 0.10% | +559 | New |
| Pacific Global Investment Management CO | 560 | $285.1K | 0.05% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 560 | $285.2K | 0.12% | −1,637−74.5% | Reduced |
| Lakewood Asset Management LLC | 562 | $286.0K | 0.20% | +2+0.4% | Added |
| Peninsula Wealth, LLC | 561 | $287.2K | 0.05% | +12+2.2% | Added |
| Provenance Wealth Advisors, LLC | 564 | $287.2K | 0.04% | −33−5.5% | Reduced |
| Zhang Financial LLC | 565 | $287.6K | 0.02% | −25−4.2% | Reduced |
| SFE Investment Counsel | 565 | $287.7K | 0.06% | −133−19.1% | Reduced |
| Standard Family Office LLC | 567 | $288.8K | 0.37% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 568 | $289.0K | 0.04% | −50−8.1% | Reduced |
| Sandbox Financial Partners, LLC | 572 | $291.1K | 0.11% | −284−33.2% | Reduced |
| Forthright Family Wealth Advisory LLC | 572 | $291.3K | 0.19% | +54+10.4% | Added |
| CJM Wealth Advisers, Ltd. | 589 | $291.3K | 0.11% | −15−2.5% | Reduced |
| 1858 Wealth Management, LLC | 574 | $292.3K | 0.24% | −63−9.9% | Reduced |
| Curran Financial Partners, LLC | 577 | $293.9K | 0.10% | +7+1.2% | Added |
| Alliance Wealth Advisors, LLC | 578 | $294.4K | 0.19% | −103−15.1% | Reduced |
| Carr Financial Group Corp | 579 | $294.9K | 0.09% | −463−44.4% | Reduced |
| Industrial Alliance Investment Management Inc. | 580 | $295.0K | 0.17% | +580 | New |
| Northstar Group, Inc. | 583 | $296.9K | 0.06% | −46−7.3% | Reduced |
| Meridian Financial, LLC | 583 | $296.9K | 0.22% | 00.0% | Unchanged |
| Willis Johnson & Associates, Inc. | 584 | $297.4K | 0.02% | −45−7.2% | Reduced |
| Tobias Financial Advisors, Inc. | 585 | $297.9K | 0.06% | +74+14.5% | Added |
| MBA Advisors LLC | 586 | $298.4K | 0.15% | −55−8.6% | Reduced |
| Wolf Group Capital Advisors | 587 | $298.9K | 0.12% | −2,247−79.3% | Reduced |
| McIlrath & Eck, LLC | 587 | $298.9K | 0.04% | +33+6.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 588 | $299.0K | 0.12% | +25+4.4% | Added |
| Francis Financial, Inc. | 588 | $299.4K | 0.09% | +128+27.8% | Added |
| Wedgewood Investors Inc | 591 | $301.0K | 0.36% | +591 | New |
| EPG Wealth Management LLC | 0 | $301.1K | 0.07% | −565−100.0% | Reduced |
| One Charles Private Wealth Services, LLC | 592 | $301.5K | 0.13% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 592 | $301.5K | 0.06% | +9+1.5% | Added |
| VisionPoint Advisory Group, LLC | 593 | $302.0K | 0.11% | +79+15.4% | Added |
| Old Point Trust & Financial Services N A | 595 | $303.0K | 0.12% | 00.0% | Unchanged |
| AJ Advisors, LLC | 596 | $303.6K | 0.17% | +83+16.2% | Added |
| Sharkey, Howes & Javer | 597 | $303.8K | 0.05% | 00.0% | Unchanged |
| Woodstock Corp | 600 | $305.6K | 0.03% | −84−12.3% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 600 | $305.6K | 0.04% | 00.0% | Unchanged |
| Howard Wealth Management, LLC | 600 | $305.6K | 0.24% | −50−7.7% | Reduced |
| Olistico Wealth, LLC | 600 | $305.8K | 0.20% | −15−2.4% | Reduced |
| Redwood Financial Network Corp | 601 | $306.0K | 0.26% | −88−12.8% | Reduced |
| IMZ Advisory Inc | 602 | $306.5K | 0.15% | −15−2.4% | Reduced |
| Sterling Group Wealth Management, LLC | 604 | $307.6K | 0.18% | +604 | New |
| Coerente Capital Management | 605 | $308.1K | 0.06% | +170+39.1% | Added |
| McAdam, LLC | 605 | $308.2K | 0.02% | +102+20.3% | Added |
| West Bancorporation Inc | 606 | $308.6K | 0.23% | −8−1.3% | Reduced |
| Golden Road Advisors LLC | 628 | $308.9K | 0.25% | +92+17.2% | Added |
| McDaniel Terry & Co | 608 | $310.0K | 0.03% | −168−21.6% | Reduced |
| Xcel Wealth Management, LLC | 610 | $310.6K | 0.10% | −12−1.9% | Reduced |
| Brave Warrior Advisors, LLC | 610 | $310.6K | 0.01% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 609 | $310.8K | 0.12% | +80+15.1% | Added |
| Winch Advisory Services, LLC | 610 | $310.8K | 0.09% | +11+1.8% | Added |
| Bridge Advisory, LLC | 611 | $311.1K | 0.15% | −10−1.6% | Reduced |
| Element Pointe Advisors, LLC | 612 | $311.7K | 0.08% | −96−13.6% | Reduced |
| Oldfather Financial Services, LLC | 612 | $311.7K | 0.13% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 612 | $312.0K | 0.18% | −17−2.7% | Reduced |
| Woodward Diversified Capital, LLC | 613 | $312.2K | 0.18% | +97+18.8% | Added |
| Peak Planning Group, LLC | 613 | $312.4K | 0.15% | +205+50.2% | Added |
| TruWealth Advisors, LLC | 615 | $313.0K | 0.02% | −24,005−97.5% | Reduced |
| Cyrus J. Lawrence, LLC | 616 | $313.0K | 0.06% | −15,269−96.1% | Reduced |
| Malaga Cove Capital, LLC | 615 | $313.2K | 0.13% | +615 | New |
| Private Client Services, LLC | 617 | $314.0K | 0.20% | −2−0.3% | Reduced |
| Echo45 Advisors LLC | 617 | $314.2K | 0.22% | −228−27.0% | Reduced |
| Gillespie Robinson & Grimm Inc | 618 | $314.7K | 0.03% | 00.0% | Unchanged |
| Maripau Wealth Management LLC | 619 | $315.4K | 0.22% | +619 | New |
| Crumly & Associates Inc. | 620 | $315.7K | 0.09% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 622 | $316.8K | 0.02% | −2,301−78.7% | Reduced |
| Lakeshore Financial Planning, Inc. | 622 | $317.1K | 0.15% | 00.0% | Unchanged |
| Security Financial Services, INC. | 623 | $317.3K | 0.07% | +6+1.0% | Added |
| Heartwood Wealth Advisors LLC | 624 | $317.8K | 0.04% | −45−6.7% | Reduced |
| Sittner & Nelson, LLC | 624 | $317.9K | 0.16% | −31−4.7% | Reduced |
| Union Savings Bank | 626 | $318.8K | 0.17% | +38+6.5% | Added |
| Edgemoor Investment Advisors, Inc. | 626 | $318.8K | 0.03% | −4−0.6% | Reduced |
| Seed Wealth Management, Inc. | 627 | $319.3K | 0.28% | 00.0% | Unchanged |
| TFC Financial Management | 628 | $319.9K | 0.06% | +215+52.1% | Added |
| Stephenson & Company, Inc. | 629 | $320.3K | 0.24% | 00.0% | Unchanged |
| Aufman Associates Inc | 632 | $322.1K | 0.23% | +7+1.1% | Added |
| Blue Barn Wealth, LLC | 633 | $322.4K | 0.18% | +77+13.8% | Added |
| GSG Advisors LLC | 652 | $322.4K | 0.11% | +63+10.7% | Added |
| Gries Financial LLC | 635 | $323.4K | 0.07% | −1,026−61.8% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 654 | $323.5K | 0.18% | −431−39.7% | Reduced |
| MGO Private Wealth, LLC | 637 | $324.4K | 0.20% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 637 | $324.5K | 0.24% | +12+1.9% | Added |