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 |
|---|---|---|---|---|---|
| Aldebaran Financial Inc. | 978 | $498.1K | 0.69% | +140+16.7% | Added |
| Foster Victor Wealth Advisors, LLC | 908 | $498.4K | 0.04% | +96+11.8% | Added |
| Inceptionr LLC | 979 | $498.6K | 0.14% | +364+59.2% | Added |
| True North Advisors, LLC | 981 | $499.6K | 0.13% | −283−22.4% | Reduced |
| Private Capital Management LLC | 981 | $499.6K | 0.10% | +102+11.6% | Added |
| Palmer Knight Co | 985 | $501.6K | 0.24% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 987 | $502.6K | 0.21% | −114−10.4% | Reduced |
| Axiom Advisory, LLC | 1,026 | $502.6K | 0.01% | +1,026 | New |
| New Potomac Partners, LLC | 989 | $503.9K | 0.28% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 990 | $504.1K | 0.14% | +266+36.7% | Added |
| HHM Wealth Advisors, LLC | 991 | $504.7K | 0.08% | −44−4.3% | Reduced |
| Hengehold Capital Management LLC | 994 | $506.2K | 0.05% | +9+0.9% | Added |
| Bruce G. Allen Investments, LLC | 995 | $506.7K | 0.43% | +57+6.1% | Added |
| Facet Wealth, Inc. | 880 | $507.0K | 0.02% | +180+25.7% | Added |
| MTM Investment Management, LLC | 996 | $507.2K | 0.21% | −200−16.7% | Reduced |
| Traphagen Investment Advisors LLC | 998 | $508.1K | 0.06% | −7−0.7% | Reduced |
| Savoie Capital LLC | 1,000 | $509.3K | 0.07% | −1,100−52.4% | Reduced |
| Aristides Capital LLC | 1,000 | $509.3K | 0.21% | +1,000 | New |
| Warren Street Wealth Advisors, LLC | 1,003 | $510.8K | 0.25% | +55+5.8% | Added |
| Waddell & Associates, LLC | 1,005 | $512.0K | 0.07% | +50+5.2% | Added |
| Darwin Advisors, LLC | 1,006 | $512.2K | 0.25% | −50−4.7% | Reduced |
| Fogel Capital Management, Inc. | 1,009 | $513.8K | 0.27% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 1,009 | $513.9K | 0.35% | +106+11.7% | Added |
| BCS Wealth Management | 1,019 | $519.0K | 0.25% | 00.0% | Unchanged |
| Symphony Financial Services, Inc. | 851 | $519.2K | 0.45% | +851 | New |
| Executive Wealth Management, LLC | 1,021 | $520.2K | 0.10% | −19,543−95.0% | Reduced |
| Allegheny Financial Group LTD | 1,023 | $520.9K | 0.15% | +197+23.8% | Added |
| Unionview, LLC | 1,023 | $521.0K | 0.43% | −13−1.3% | Reduced |
| Holistic Financial Partners | 1,024 | $521.5K | 0.26% | −226−18.1% | Reduced |
| Lesa Sroufe & Co | 1,025 | $522.0K | 0.51% | 00.0% | Unchanged |
| SWP Financial LLC | 1,026 | $522.5K | 0.35% | −4−0.4% | Reduced |
| Good Life Advisors, LLC | 1,026 | $522.7K | 0.04% | −284−21.7% | Reduced |
| Washington Trust Advisors, Inc. | 1,028 | $523.5K | 0.05% | −150−12.7% | Reduced |
| Gentry Private Wealth, LLC | 1,028 | $523.5K | 0.46% | +1,028 | New |
| HFR Wealth Management, LLC | 1,030 | $524.5K | 0.13% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 1,035 | $527.1K | 0.18% | −155−13.0% | Reduced |
| Integrated Investment Consultants, LLC | 1,069 | $529.1K | 0.15% | 00.0% | Unchanged |
| TCWP LLC | 1,039 | $529.1K | 1.30% | +7+0.7% | Added |
| Heck Capital Advisors, LLC | 1,040 | $529.6K | 0.07% | −3−0.3% | Reduced |
| Warther Private Wealth, LLC | 1,041 | $530.1K | 0.21% | −1,738−62.5% | Reduced |
| Carson Advisory Inc. | 1,042 | $530.8K | 0.37% | −351−25.2% | Reduced |
| Alhambra Investment Partners LLC | 1,044 | $531.7K | 0.29% | 00.0% | Unchanged |
| Ewa, LLC | 959 | $532.1K | 0.22% | +214+28.7% | Added |
| Tower Wealth Partners, Inc. | 1,047 | $533.2K | 0.33% | −3−0.3% | Reduced |
| Monterey Private Wealth, Inc. | 1,048 | $533.7K | 0.20% | +334+46.8% | Added |
| MinichMacGregor Wealth Management, LLC | 1,049 | $534.2K | 0.13% | +621+145.1% | Added |
| Cornerstone Capital, Inc. | 1,050 | $534.7K | 0.05% | +330+45.8% | Added |
| Eagle Wealth Strategies LLC | 1,051 | $535.1K | 0.43% | −278−20.9% | Reduced |
| Operose Advisors LLC | 1,051 | $535.2K | 0.19% | −15−1.4% | Reduced |
| Garden State Investment Advisory Services LLC | 1,049 | $535.9K | 0.18% | +125+13.5% | Added |
| Benedict Financial Advisors Inc | 1,053 | $536.0K | 0.14% | −20−1.9% | Reduced |
| Kimelman & Baird, LLC | 1,053 | $536.2K | 0.04% | +1,053 | New |
| Howland Capital Management LLC | 1,053 | $536.3K | 0.03% | −152−12.6% | Reduced |
| Jamison Private Wealth Management, Inc. | 1,054 | $536.8K | 0.09% | +149+16.5% | Added |
| Linscomb & Williams, Inc. | 1,054 | $536.9K | 0.03% | +105+11.1% | Added |
| Darden Wealth Group Inc | 1,055 | $537.3K | 0.41% | −910−46.3% | Reduced |
| Horan Capital Advisors, LLC. | 1,056 | $537.8K | 0.19% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 1,057 | $538.2K | 0.25% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 934 | $538.4K | 0.17% | +67+7.7% | Added |
| Perritt Capital Management Inc | 1,058 | $538.7K | 0.29% | +6+0.6% | Added |
| Infrastructure Capital Advisors, LLC | 1,060 | $539.8K | 0.08% | −284−21.1% | Reduced |
| GFG Capital, LLC | 1,060 | $539.9K | 0.15% | −4−0.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,061 | $540.3K | 0.27% | +14+1.3% | Added |
| Future Financial Wealth Managment LLC | 1,061 | $540.3K | 0.47% | +50+4.9% | Added |
| ZRC Wealth Management, LLC | 1,064 | $541.9K | 0.26% | −46−4.1% | Reduced |
| Ashton Thomas Securities, LLC | 1,105 | $542.3K | 0.13% | +1,105 | New |
| Dimension Capital Management LLC | 1,069 | $544.4K | 0.11% | −176−14.1% | Reduced |
| Redhawk Wealth Advisors, Inc. | 1,072 | $545.8K | 0.08% | +1,072 | New |
| Washburn Capital Management, Inc. | 1,074 | $547.1K | 0.39% | −2,264−67.8% | Reduced |
| Steele Capital Management, Inc. | 1,074 | $547.2K | 0.03% | +5+0.5% | Added |
| SignalPoint Asset Management, LLC | 1,075 | $547.5K | 0.15% | +20+1.9% | Added |
| Successful Portfolios LLC | 1,076 | $548.1K | 0.38% | −101−8.6% | Reduced |
| Baxter Bros Inc | 1,078 | $549.0K | 0.07% | −10−0.9% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,078 | $549.0K | 0.25% | 00.0% | Unchanged |
| Rappaport Reiches Capital Management, LLC | 1,081 | $550.5K | 0.16% | +29+2.8% | Added |
| Apella Capital, LLC | 1,120 | $551.2K | 0.02% | +304+37.3% | Added |
| Ipswich Investment Management Co., Inc. | 1,084 | $552.0K | 0.13% | −10−0.9% | Reduced |
| Charter Oak Capital Management, LLC | 1,087 | $553.4K | 0.06% | −295−21.3% | Reduced |
| Hyperion Partners, LLC | 1,087 | $553.6K | 0.40% | +8+0.7% | Added |
| BHK Investment Advisors, LLC | 1,087 | $553.7K | 0.22% | +53+5.1% | Added |
| Navalign, LLC | 1,090 | $555.1K | 0.18% | 00.0% | Unchanged |
| Innova Wealth Partners | 1,090 | $555.1K | 0.40% | +163+17.6% | Added |
| Twelve Points Wealth Management LLC | 1,092 | $556.1K | 0.20% | +75+7.4% | Added |
| Auxano Advisors, LLC | 1,093 | $556.6K | 0.15% | +162+17.4% | Added |
| Riverview Trust Co | 1,096 | $558.1K | 0.53% | −1,618−59.6% | Reduced |
| Fernwood Investment Management, LLC | 1,098 | $559.2K | 0.17% | −109−9.0% | Reduced |
| Waters Parkerson & Co., LLC | 1,100 | $560.0K | 0.03% | −105−8.7% | Reduced |
| Orion Investment Co | 1,100 | $560.2K | 0.22% | +1,100 | New |
| First City Capital Management, Inc. | 1,101 | $560.7K | 0.31% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 1,103 | $561.7K | 0.29% | +329+42.5% | Added |
| Eagle Bay Advisors LLC | 1,104 | $562.1K | 0.34% | −224−16.9% | Reduced |
| Veracity Capital LLC | 1,107 | $563.6K | 0.24% | −228−17.1% | Reduced |
| First Command Advisory Services, Inc. | 1,108 | $564.3K | 0.01% | −6−0.5% | Reduced |
| Bedel Financial Consulting, Inc. | 1,108 | $564.3K | 0.08% | +92+9.1% | Added |
| Osborne Partners Capital Management, LLC | 1,110 | $565.3K | 0.03% | +1,110 | New |
| Strategic Family Wealth Counselors, L.L.C. | 1,110 | $565.4K | 0.22% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 1,111 | $565.8K | 0.24% | −593−34.8% | Reduced |
| Monograph Wealth Advisors, LLC | 1,111 | $565.9K | 0.08% | +1,111 | New |
| Lewis Asset Management, LLC | 1,112 | $566.3K | 0.43% | −207−15.7% | Reduced |
| Coastal Bridge Advisors, LLC | 1,114 | $567.1K | 0.14% | +121+12.2% | Added |