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 |
|---|---|---|---|---|---|
| Dark Forest Capital Management LP | 734 | $373.8K | 0.07% | +319+76.9% | Added |
| Centennial Wealth Advisory LLC | 734 | $373.9K | 0.16% | +218+42.2% | Added |
| Barnes Pettey Financial Advisors, LLC | 735 | $374.3K | 0.32% | 00.0% | Unchanged |
| Rosenbaum Jay D. | 736 | $374.8K | 2.12% | 00.0% | Unchanged |
| Worth Financial Advisory Group, LLC | 736 | $374.9K | 0.25% | −604−45.1% | Reduced |
| Arbor Investment Advisors, LLC | 738 | $375.8K | 0.05% | 00.0% | Unchanged |
| Financial Planning & Information Services, Inc. | 738 | $376.0K | 0.06% | 00.0% | Unchanged |
| Boston Research & Management Inc | 740 | $376.0K | 0.10% | 00.0% | Unchanged |
| Element Wealth, LLC | 739 | $376.4K | 0.21% | −53−6.7% | Reduced |
| Westshore Wealth, LLC | 740 | $376.8K | 0.16% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 740 | $376.9K | 0.16% | −58−7.3% | Reduced |
| Apriem Advisors | 742 | $377.9K | 0.05% | +5+0.7% | Added |
| Emerald Advisors, LLC | 743 | $378.3K | 0.06% | −1−0.1% | Reduced |
| Ritter Daniher Financial Advisory LLC | 743 | $378.4K | 0.12% | −54−6.8% | Reduced |
| waypoint wealth counsel | 743 | $378.6K | 0.29% | −17−2.2% | Reduced |
| Truepoint, Inc. | 745 | $379.4K | 0.01% | −64−7.9% | Reduced |
| BlueChip Wealth Advisors LLC | 746 | $380.1K | 0.22% | −48−6.0% | Reduced |
| JGP Wealth Management, LLC | 749 | $381.4K | 0.05% | +89+13.5% | Added |
| One Day In July LLC | 750 | $381.9K | 0.05% | −129−14.7% | Reduced |
| Global Strategic Investment Solutions, LLC | 751 | $382.7K | 0.05% | −71−8.6% | Reduced |
| Northwest Wealth Management, LLC | 755 | $384.5K | 0.10% | −375−33.2% | Reduced |
| Goldstone Financial Group, LLC | 759 | $386.3K | 0.08% | +759 | New |
| Reynders McVeigh Capital Management, LLC | 760 | $387.0K | 0.02% | 00.0% | Unchanged |
| Red Lighthouse Investment Management, LLC | 761 | $387.5K | 0.16% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 762 | $388.1K | 0.25% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 763 | $388.5K | 0.13% | +160+26.5% | Added |
| UMA Financial Services, Inc. | 709 | $389.1K | 0.07% | +14+2.0% | Added |
| Atwood & Palmer Inc | 765 | $389.6K | 0.03% | −60−7.3% | Reduced |
| Avaii Wealth Management, LLC | 765 | $389.7K | 0.22% | −28−3.5% | Reduced |
| Hibernia Wealth Partners, LLC | 766 | $389.7K | 0.14% | +198+34.9% | Added |
| Edge Wealth Management LLC | 767 | $390.6K | 0.08% | −10−1.3% | Reduced |
| Cary Street Partners Asset Management LLC | 767 | $390.6K | 0.06% | +767 | New |
| Heritage Wealth Partners, LLC | 769 | $391.7K | 0.57% | −941−55.0% | Reduced |
| Jump Financial, LLC | 771 | $392.6K | 0.01% | −32,868−97.7% | Reduced |
| Garrison Asset Management, LLC | 771 | $392.6K | 0.21% | +2+0.3% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 772 | $392.9K | 0.17% | +12+1.6% | Added |
| Continuum Wealth Advisors, LLC | 772 | $393.1K | 0.21% | −19−2.4% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 773 | $393.7K | 0.28% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 773 | $393.8K | 0.08% | +64+9.0% | Added |
| Byrne Asset Management LLC | 810 | $394.0K | 0.28% | – | – |
| Balentine LLC | 774 | $394.2K | 0.02% | −17,153−95.7% | Reduced |
| Kaydan Wealth Management, Inc. | 774 | $394.2K | 0.14% | −43−5.3% | Reduced |
| Kinloch Capital, LLC | 774 | $394.2K | 0.21% | +110+16.6% | Added |
| Bernardo Wealth Planning LLC | 779 | $396.7K | 0.11% | −29−3.6% | Reduced |
| Moody Aldrich Partners LLC | 779 | $396.7K | 0.08% | −340−30.4% | Reduced |
| Investors Asset Management of Georgia Inc | 779 | $396.7K | 0.19% | −100−11.4% | Reduced |
| Tandem Wealth Advisors LLC | 781 | $397.7K | 0.21% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 781 | $397.7K | 0.20% | +25+3.3% | Added |
| Clark Financial Services Group Inc | 782 | $398.0K | 0.42% | +25+3.3% | Added |
| Cherrydale Wealth Management, LLC | 782 | $398.1K | 0.17% | +87+12.5% | Added |
| Omnia Family Wealth, LLC | 782 | $398.2K | 0.17% | +69+9.7% | Added |
| Aviso Wealth Management | 783 | $398.7K | 0.24% | −3−0.4% | Reduced |
| Bangor Savings Bank | 783 | $398.8K | 0.04% | +34+4.5% | Added |
| Tempus Wealth Planning, LLC | 784 | $399.2K | 0.17% | +132+20.2% | Added |
| Rational Advisors LLC | 787 | $400.8K | 0.04% | +787 | New |
| Philadelphia Trust Co | 788 | $401.0K | 0.03% | −28−3.4% | Reduced |
| Wendell David Associates Inc | 787 | $401.0K | 0.04% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 788 | $401.3K | 0.30% | −512−39.4% | Reduced |
| Global Financial Private Client, LLC | 792 | $403.3K | 0.17% | 00.0% | Unchanged |
| Sym Financial Corp | 792 | $403.6K | 0.06% | +291+58.1% | Added |
| Spectrum Wealth Counsel, LLC | 793 | $403.8K | 0.05% | −42−5.0% | Reduced |
| Indiana Trust & Investment Management CO | 796 | $405.4K | 0.15% | +91+12.9% | Added |
| Ariadne Wealth Management, LP | 798 | $406.4K | 0.36% | +798 | New |
| Luts & Greenleigh Group, Inc | 802 | $408.4K | 0.42% | +802 | New |
| Shulman DeMeo Asset Management LLC | 804 | $409.5K | 0.11% | +7+0.9% | Added |
| Verde Capital Management | 804 | $409.7K | 0.13% | +142+21.5% | Added |
| Jmac Enterprises LLC | 805 | $410.0K | 0.07% | −54−6.3% | Reduced |
| Sutton Place Investors LLC | 806 | $410.5K | 0.27% | −1,382−63.2% | Reduced |
| Michael S. Ryan, Inc. | 806 | $410.5K | 0.31% | −27−3.2% | Reduced |
| Trilogy Capital Inc. | 806 | $410.7K | 0.02% | +335+71.1% | Added |
| Dogwood Wealth Management LLC | 808 | $411.4K | 0.25% | +179+28.5% | Added |
| Family Management Corp | 808 | $411.5K | 0.07% | −266−24.8% | Reduced |
| ETF Portfolio Partners, Inc. | 809 | $412.0K | 0.13% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 848 | $412.3K | 0.15% | −115−11.9% | Reduced |
| Banco BTG Pactual S.A. | 714 | $412.4K | 0.11% | +714 | New |
| BlackDiamond Wealth Management Inc. | 729 | $412.8K | 0.27% | +88+13.7% | Added |
| Columbia Asset Management | 811 | $413.0K | 0.08% | +87+12.0% | Added |
| ProVise Management Group, LLC | 812 | $413.7K | 0.04% | −9−1.1% | Reduced |
| Cherry Tree Wealth Management, LLC | 815 | $414.8K | 0.10% | −2−0.2% | Reduced |
| Walker Asset Management, LLC | 816 | $415.5K | 0.28% | +3+0.4% | Added |
| Benin Management CORP | 819 | $417.1K | 0.13% | +5+0.6% | Added |
| Avenue 1 Advisors, LLC | 819 | $417.1K | 0.17% | +27+3.4% | Added |
| Greenland Capital Management LP | 819 | $417.1K | 0.09% | +819 | New |
| Center for Financial Planning, Inc. | 819 | $417.2K | 0.06% | +3+0.4% | Added |
| Zimmermann Investment Management & Planning LLC | 820 | $417.7K | 0.14% | −872−51.5% | Reduced |
| Lynx Investment Advisory | 821 | $418.0K | 0.31% | +821 | New |
| Rosenberg Matthew Hamilton | 847 | $419.2K | 0.12% | −33−3.8% | Reduced |
| Clear Rock Advisors, LLC | 824 | $419.6K | 0.18% | 00.0% | Unchanged |
| Exchange Bank | 825 | $420.1K | 0.36% | +103+14.3% | Added |
| 360 Financial, Inc. | 826 | $420.6K | 0.16% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 827 | $421.2K | 0.24% | +17+2.1% | Added |
| Sharp Financial Services, LLC | 829 | $422.0K | 0.36% | −371−30.9% | Reduced |
| Octavia Wealth Advisors, LLC | 830 | $422.7K | 0.06% | +17+2.1% | Added |
| Hamilton Wealth, LLC | 830 | $422.7K | 0.11% | +830 | New |
| West Wealth Group, LLC | 830 | $422.8K | 0.15% | +16+2.0% | Added |
| Beaton Management Co. Inc. | 831 | $423.0K | 0.23% | +25+3.1% | Added |
| Regatta Capital Group, LLC | 832 | $423.7K | 0.09% | −9−1.1% | Reduced |
| Bank Ozk | 835 | $425.2K | 0.18% | +94+12.7% | Added |
| Michael B. Yongue | 835 | $425.2K | 0.37% | +133+18.9% | Added |
| Legacy Trust | 836 | $425.7K | 0.11% | −18−2.1% | Reduced |