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 |
|---|---|---|---|---|---|
| Wealth Dimensions Group, Ltd. | 638 | $325.0K | 0.09% | +6+0.9% | Added |
| Vista Capital Partners, Inc. | 639 | $325.4K | 0.04% | +32+5.3% | Added |
| Von Berge Wealth Management Group, LLC | 659 | $326.0K | 0.21% | +1+0.2% | Added |
| Accel Wealth Management | 641 | $326.4K | 0.13% | +227+54.8% | Added |
| Blueprint Investment Partners LLC | 641 | $326.7K | 0.07% | −43−6.3% | Reduced |
| Frazier Financial Advisors, LLC | 642 | $326.8K | 0.26% | +22+3.5% | Added |
| Teamwork Financial Advisors, LLC | 642 | $326.9K | 0.05% | −611−48.8% | Reduced |
| Kelman-Lazarov, Inc. | 642 | $326.9K | 0.06% | −122−16.0% | Reduced |
| Motive Wealth Advisors | 645 | $328.5K | 0.20% | −20−3.0% | Reduced |
| M. Kraus & Co | 645 | $328.5K | 0.10% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 646 | $329.0K | 0.02% | +14+2.2% | Added |
| Swisher Financial Concepts, Inc. | 661 | $329.0K | 0.33% | −22−3.2% | Reduced |
| Ironsides Asset Advisors, LLC | 646 | $329.1K | 0.11% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 647 | $329.5K | 0.05% | −15−2.3% | Reduced |
| LBMC Investment Advisors, LLC | 647 | $329.5K | 0.03% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 648 | $329.9K | 0.13% | +648 | New |
| Evanson Asset Management, LLC | 648 | $330.1K | 0.03% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 649 | $331.0K | 0.07% | −15,173−95.9% | Reduced |
| Worth Asset Management, LLC | 651 | $331.5K | 0.20% | −59−8.3% | Reduced |
| Custos Family Office, LLC | 654 | $332.9K | 0.13% | +17+2.7% | Added |
| Carroll Investors, Inc | 469 | $333.5K | 0.23% | 00.0% | Unchanged |
| Covestor Ltd | 654 | $334.0K | 0.22% | +24+3.8% | Added |
| Concentric Wealth Management, LLC | 657 | $334.6K | 0.09% | +17+2.7% | Added |
| SJS Investment Consulting Inc. | 657 | $334.6K | 0.06% | +49+8.1% | Added |
| Aspen Investment Management Inc | 658 | $335.0K | 0.17% | 00.0% | Unchanged |
| NDVR, Inc. | 659 | $335.6K | 0.35% | −64−8.9% | Reduced |
| Yeomans Consulting Group, Inc. | 659 | $335.6K | 0.13% | −7−1.1% | Reduced |
| Disciplined Equity Management, Inc. | 660 | $336.1K | 0.22% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 660 | $336.1K | 0.14% | +113+20.7% | Added |
| Bullseye Investment Management, LLC | 587 | $337.1K | 0.22% | +587 | New |
| Custom Portfolio Group LLC | 664 | $338.1K | 0.27% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 688 | $338.6K | 0.26% | −94−12.0% | Reduced |
| Greatmark Investment Partners, Inc. | 665 | $338.7K | 0.05% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 666 | $339.2K | 0.02% | −178−21.1% | Reduced |
| JFS Wealth Advisors, LLC | 667 | $339.5K | 0.03% | −96−12.6% | Reduced |
| Southeast Asset Advisors Inc. | 668 | $340.4K | 0.04% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 669 | $340.6K | 0.19% | +669 | New |
| Sentinus, LLC | 669 | $340.9K | 0.11% | −7−1.0% | Reduced |
| V2 Financial group LLC | 603 | $341.8K | 0.23% | −23−3.7% | Reduced |
| Newton One Investments LLC | 671 | $341.8K | 0.15% | −38−5.4% | Reduced |
| Landaas & Co | 671 | $342.0K | 0.10% | 00.0% | Unchanged |
| Talisman Wealth Advisors LLC | 672 | $342.1K | 0.40% | +74+12.4% | Added |
| Williams & Novak, LLC | 672 | $342.2K | 0.32% | −22−3.2% | Reduced |
| Drake & Associates, LLC | 673 | $342.7K | 0.12% | +8+1.2% | Added |
| Brass Tax Wealth Management, Inc | 673 | $342.7K | 0.07% | +673 | New |
| Flaharty Asset Management, LLC | 674 | $343.2K | 0.05% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 675 | $343.9K | 0.27% | +101+17.6% | Added |
| AlphaStar Capital Management, LLC | 676 | $344.1K | 0.03% | −33−4.7% | Reduced |
| Dentgroup LLC | 679 | $346.0K | 0.28% | −78−10.3% | Reduced |
| Shilanski & Associates, Inc. | 682 | $347.6K | 0.12% | −11−1.6% | Reduced |
| Baker Ellis Asset Management LLC | 684 | $348.3K | 0.05% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 684 | $348.3K | 0.14% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 685 | $348.8K | 0.07% | −308−31.0% | Reduced |
| Seldon Capital LP | 687 | $349.9K | 0.19% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 688 | $350.2K | 0.29% | 00.0% | Unchanged |
| Orion Capital Management LLC | 689 | $350.9K | 0.18% | −40−5.5% | Reduced |
| Fortem Financial Group, LLC | 689 | $351.0K | 0.15% | −35−4.8% | Reduced |
| Cutter & CO Brokerage, Inc. | 689 | $351.0K | 0.09% | −14−2.0% | Reduced |
| Gemmer Asset Management LLC | 692 | $352.4K | 0.04% | −104−13.1% | Reduced |
| Crown Wealth Group, LLC | 692 | $352.5K | 0.18% | +10+1.5% | Added |
| BBR Partners, LLC | 693 | $352.9K | 0.03% | +193+38.6% | Added |
| Family Firm, Inc. | 695 | $354.0K | 0.08% | +2+0.3% | Added |
| Index Fund Advisors, Inc. | 697 | $355.0K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 697 | $355.1K | 0.19% | +3+0.4% | Added |
| Commonwealth Financial Services, LLC | 726 | $355.3K | 0.07% | +60+9.0% | Added |
| RTD Financial Advisors, Inc. | 699 | $356.0K | 0.05% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 699 | $356.0K | 0.18% | +175+33.4% | Added |
| Gabelli & Co Investment Advisers, Inc. | 700 | $356.5K | 0.06% | 00.0% | Unchanged |
| Shay Capital LLC | 700 | $356.5K | 0.10% | +700 | New |
| Paragon Capital Management LLC | 701 | $357.0K | 0.19% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 702 | $357.4K | 0.22% | −31−4.2% | Reduced |
| Westmount Partners, LLC | 723 | $357.4K | 0.12% | −46−6.0% | Reduced |
| Creekmur Asset Management LLC | 703 | $357.8K | 0.09% | −3−0.4% | Reduced |
| Merriman Wealth Management, LLC | 705 | $359.3K | 0.02% | −41−5.5% | Reduced |
| Mascoma Wealth Management LLC | 706 | $359.5K | 0.10% | −129−15.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 705 | $361.0K | 0.19% | +1+0.1% | Added |
| Alpine Woods Capital Investors, LLC | 710 | $361.6K | 0.06% | −75−9.6% | Reduced |
| WealthPlan Investment Management, LLC | 711 | $362.1K | 0.05% | −100−12.3% | Reduced |
| Bath Savings Trust Co | 711 | $362.1K | 0.04% | −11−1.5% | Reduced |
| Client 1st Advisory Group, LLC | 714 | $363.6K | 0.16% | −96−11.9% | Reduced |
| Brogan Financial, Inc. | 714 | $363.8K | 0.23% | +19+2.7% | Added |
| Lansing Street Advisors | 715 | $364.0K | 0.15% | +48+7.2% | Added |
| ICONIQ Capital, LLC | 716 | $364.6K | 0.01% | +716 | New |
| Investmark Advisory Group LLC | 717 | $365.2K | 0.19% | −63−8.1% | Reduced |
| Marino, Stram & Associates LLC | 718 | $365.6K | 0.09% | +3+0.4% | Added |
| New World Advisors LLC | 719 | $366.2K | 0.10% | 00.0% | Unchanged |
| Citizens & Northern Corp | 719 | $366.2K | 0.11% | +98+15.8% | Added |
| Signet Financial Management, LLC | 721 | $367.0K | 0.05% | −4−0.6% | Reduced |
| Brown Capital Management LLC | 722 | $367.7K | 0.01% | −26−3.5% | Reduced |
| Narus Financial Partners, LLC | 722 | $367.7K | 0.15% | −5−0.7% | Reduced |
| Dash Acquisitions Inc. | 645 | $369.8K | 0.10% | −5−0.8% | Reduced |
| American Financial Advisors, LLC | 727 | $370.3K | 0.05% | +26+3.7% | Added |
| BlueSky Wealth Advisors, LLC | 728 | $370.7K | 0.06% | +728 | New |
| Consilio Wealth Advisors, LLC | 732 | $371.2K | 0.17% | +175+31.4% | Added |
| Benchmark Financial Wealth Advisors, LLC | 730 | $371.7K | 0.14% | −45−5.8% | Reduced |
| O'Brien Greene & Co. Inc | 730 | $371.8K | 0.12% | +316+76.3% | Added |
| Voisard Asset Management Group, Inc. | 731 | $372.3K | 0.18% | +170+30.3% | Added |
| Emergent Wealth Advisors, LLC | 727 | $372.5K | 0.30% | −89−10.9% | Reduced |
| Birch Hill Investment Advisors LLC | 732 | $372.8K | 0.02% | −36−4.7% | Reduced |
| Laffer Tengler Investments | 732 | $372.8K | 0.08% | +25+3.5% | Added |