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
- 3,406
- +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
- 1,332 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 |
|---|---|---|---|---|---|
| Family Wealth Group, LLC | 840 | $427.9K | 0.43% | +840 | New |
| Cairn Investment Group, Inc. | 841 | $428.0K | 0.25% | −26−3.0% | Reduced |
| Elite Wealth Management, Inc. | 841 | $428.3K | 0.09% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 842 | $428.8K | 0.27% | 00.0% | Unchanged |
| Seamount Financial Group Inc | 847 | $431.3K | 0.35% | −15−1.7% | Reduced |
| Pasadena Private Wealth, LLC | 848 | $431.7K | 0.10% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 849 | $432.4K | 0.27% | +1+0.1% | Added |
| Abel Hall, LLC | 850 | $432.9K | 0.31% | −91−9.7% | Reduced |
| Juncture Wealth Strategies, LLC | 853 | $434.4K | 0.18% | −33−3.7% | Reduced |
| Fairview Capital Investment Management, LLC | 856 | $435.9K | 0.02% | 00.0% | Unchanged |
| Stonekeep Investments, LLC | 856 | $436.0K | 0.35% | +856 | New |
| Horizon Wealth Management, LLC | 856 | $436.1K | 0.10% | −321−27.3% | Reduced |
| Versant Capital Management, Inc | 858 | $436.9K | 0.11% | +346+67.6% | Added |
| Garde Capital, Inc. | 857 | $437.0K | 0.03% | −166−16.2% | Reduced |
| Lantz Financial LLC | 859 | $437.5K | 0.14% | −73−7.8% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 861 | $438.5K | 0.10% | 00.0% | Unchanged |
| First United Bank Trust | 865 | $440.5K | 0.16% | 00.0% | Unchanged |
| Mustard Seed Financial, LLC | 865 | $440.5K | 0.42% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 866 | $440.9K | 0.08% | +61+7.6% | Added |
| Birchcreek Wealth Management, LLC | 866 | $441.0K | 0.25% | −4−0.5% | Reduced |
| Tidemark, LLC | 868 | $441.9K | 0.20% | +10+1.2% | Added |
| Financial & Tax Architects, LLC | 868 | $442.0K | 0.12% | +868 | New |
| Lanham O'Dell & Company, Inc. | 869 | $442.5K | 0.25% | 00.0% | Unchanged |
| Centennial Bank | 869 | $442.5K | 0.22% | −1−0.1% | Reduced |
| Cooper/Haims Advisors, LLC | 872 | $444.0K | 0.25% | −14−1.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 875 | $445.7K | 0.17% | +68+8.4% | Added |
| REDW Wealth LLC | 879 | $447.6K | 0.12% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 879 | $447.8K | 0.27% | −4−0.5% | Reduced |
| Forefront Analytics, LLC | 877 | $448.9K | 0.21% | +53+6.4% | Added |
| Grassi Investment Management | 885 | $451.0K | 0.04% | −350−28.3% | Reduced |
| Satovsky Asset Management LLC | 886 | $451.0K | 0.11% | +4+0.5% | Added |
| Verus Capital Partners, LLC | 886 | $451.2K | 0.05% | +69+8.4% | Added |
| Albert D Mason Inc | 886 | $451.2K | 0.30% | −4−0.4% | Reduced |
| Liberty Wealth Management LLC | 4,953 | $452.0K | 0.08% | +4,071+461.6% | Added |
| Clare Market Investments LLC | 889 | $452.6K | 0.13% | −39−4.2% | Reduced |
| Cascade Financial Partners, LLC | 889 | $452.7K | 0.06% | 00.0% | Unchanged |
| Strata Wealth Advisors, LLC | 889 | $452.7K | 0.16% | +889 | New |
| Optiver Holding B.V. | 890 | $453.2K | 0.01% | +890 | New |
| Levy Wealth Management Group, LLC | 892 | $454.0K | 0.12% | −110−11.0% | Reduced |
| Optivise Advisory Services LLC | 893 | $455.0K | 0.25% | +893 | New |
| XR Securities LLC | 895 | $455.8K | 0.77% | −556−38.3% | Reduced |
| Peterson Wealth Services | 897 | $456.8K | 0.16% | +9+1.0% | Added |
| Altus Wealth Group LLC | 900 | $458.3K | 0.23% | −35−3.7% | Reduced |
| McGowan Group Asset Management, Inc. | 900 | $458.4K | 0.06% | +58+6.9% | Added |
| World Equity Group, Inc. | 904 | $460.1K | 0.14% | −127−12.3% | Reduced |
| Towerpoint Wealth, LLC | 905 | $460.9K | 0.23% | −6−0.7% | Reduced |
| Founders Financial Alliance, LLC | 907 | $461.9K | 0.14% | −67−6.9% | Reduced |
| Mayport, LLC | 909 | $462.8K | 0.16% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 910 | $463.3K | 0.36% | −25−2.7% | Reduced |
| Western Pacific Wealth Management, LP | 910 | $463.5K | 0.35% | −247−21.3% | Reduced |
| Heritage Wealth Management, Inc. | 912 | $464.4K | 0.45% | +10+1.1% | Added |
| New England Capital Financial Advisors LLC | 919 | $467.8K | 0.26% | +1+0.1% | Added |
| Barrett & Company, Inc. | 919 | $468.0K | 0.21% | −100−9.8% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 919 | $468.0K | 0.04% | +37+4.2% | Added |
| Lockerman Financial Group, Inc. | 921 | $469.0K | 0.85% | −5−0.5% | Reduced |
| Insight Folios Inc | 922 | $469.4K | 0.19% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 925 | $471.1K | 0.11% | −200−17.8% | Reduced |
| Klingenstein Fields & Co LP | 925 | $471.1K | 0.02% | +2+0.2% | Added |
| Klingman & Associates, LLC | 926 | $471.6K | 0.03% | −23−2.4% | Reduced |
| Lion Street Advisors, LLC | 926 | $471.6K | 0.17% | +138+17.5% | Added |
| Creative Financial Designs Inc | 929 | $473.1K | 0.04% | +3+0.3% | Added |
| Security National Bank of So Dak | 930 | $473.6K | 0.28% | −2−0.2% | Reduced |
| Matisse Capital | 930 | $473.6K | 0.23% | 00.0% | Unchanged |
| H&H Retirement Design & Management INC | 848 | $473.6K | 0.29% | −39−4.4% | Reduced |
| LifePro Asset Management | 931 | $474.1K | 0.34% | −33−3.4% | Reduced |
| Etesian Wealth Advisors, Inc. | 934 | $475.6K | 0.27% | +38+4.2% | Added |
| Seelaus Asset Management LLC | 937 | $477.3K | 0.48% | −55−5.5% | Reduced |
| Orser Capital Management, LLC | 938 | $477.7K | 0.39% | −90−8.8% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 938 | $478.0K | 0.07% | +205+28.0% | Added |
| Staley Capital Advisers Inc | 939 | $478.2K | 0.02% | 00.0% | Unchanged |
| Red Wave Investments LLC | 942 | $479.7K | 0.18% | −4−0.4% | Reduced |
| Old Port Advisors | 943 | $480.1K | 0.14% | +41+4.5% | Added |
| Van Strum & Towne Inc. | 945 | $481.3K | 0.17% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 947 | $482.1K | 0.05% | −8−0.8% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 950 | $484.1K | 0.45% | +256+36.9% | Added |
| Sandy Cove Advisors, LLC | 951 | $484.2K | 0.22% | −67−6.6% | Reduced |
| Pettyjohn, Wood & White, Inc | 951 | $484.3K | 0.09% | +21+2.3% | Added |
| Vista Investment Partners LLC | 954 | $485.9K | 0.16% | −1,215−56.0% | Reduced |
| Teza Capital Management LLC | 955 | $486.3K | 0.06% | −15,186−94.1% | Reduced |
| Cheviot Value Management, LLC | 956 | $486.9K | 0.10% | −125−11.6% | Reduced |
| Greenwood Gearhart Inc | 960 | $488.9K | 0.05% | −11−1.1% | Reduced |
| Values Added Financial LLC | 960 | $488.9K | 0.35% | +66+7.4% | Added |
| D.B. Root & Company, LLC | 960 | $488.9K | 0.17% | +200+26.3% | Added |
| Davis Capital Management | 989 | $489.2K | 0.43% | +223+29.1% | Added |
| MQS Management LLC | 964 | $490.9K | 0.30% | −604−38.5% | Reduced |
| FDx Advisors, Inc. | 967 | $492.0K | 0.14% | −7,333−88.3% | Reduced |
| Bill Few Associates, Inc. | 969 | $493.5K | 0.19% | −50−4.9% | Reduced |
| M3 Advisory Group, LLC | 969 | $493.6K | 0.41% | +84+9.5% | Added |
| Paragon Private Wealth Management, LLC | 972 | $494.8K | 0.28% | −73−7.0% | Reduced |
| Genesee Capital Advisors, LLC | 972 | $494.8K | 0.24% | −2−0.2% | Reduced |
| Burr Financial Services, LLC | 972 | $495.0K | 0.35% | −30−3.0% | Reduced |
| State of Wyoming | 974 | $496.0K | 0.08% | −1,388−58.8% | Reduced |
| Trust Co | 974 | $496.0K | 0.06% | +613+169.8% | Added |
| Private Ocean, LLC | 975 | $496.5K | 0.04% | +47+5.1% | Added |
| Deseret Mutual Benefit Administrators | 975 | $496.5K | 0.23% | +63+6.9% | Added |
| Elser Financial Planning, Inc | 975 | $496.5K | 0.08% | +975 | New |
| Hodges Capital Management Inc. | 975 | $496.5K | 0.03% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 975 | $496.5K | 0.09% | +20+2.1% | Added |
| Traveka Wealth, LLC | 975 | $496.7K | 0.24% | −226−18.8% | Reduced |
| Renaissance Investment Group LLC | 1,011 | $497.5K | 0.11% | −30−2.9% | Reduced |