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 |
|---|---|---|---|---|---|
| GDS Wealth Management | 19,778 | $10.1M | 1.10% | +3,635+22.5% | Added |
| KCM Investment Advisors LLC | 19,722 | $10.0M | 0.36% | −184−0.9% | Reduced |
| Stokes Capital Advisors, LLC | 19,716 | $10.0M | 2.79% | +510+2.7% | Added |
| Incline Global Management LLC | 19,715 | $10.0M | 4.14% | −10,311−34.3% | Reduced |
| First National Bank of Omaha | 19,709 | $10.0M | 0.66% | +4,654+30.9% | Added |
| Advanced Asset Management Advisors Inc | 19,700 | $10.0M | 2.67% | 00.0% | Unchanged |
| Motco | 19,666 | $10.0M | 0.59% | +665+3.5% | Added |
| Tran Capital Management, L.P. | 19,469 | $9.91M | 1.15% | +4,660+31.5% | Added |
| Ascent Wealth Partners, LLC | 19,460 | $9.91M | 1.45% | +17+0.1% | Added |
| Caldwell Trust Co | 19,394 | $9.88M | 1.09% | +235+1.2% | Added |
| James Investment Research Inc | 19,341 | $9.85M | 1.17% | −2,835−12.8% | Reduced |
| Eldred Rock Partners, LLC | 19,306 | $9.83M | 4.11% | +19,306 | New |
| Fulcrum Capital LLC | 19,296 | $9.83M | 2.24% | +515+2.7% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 19,275 | $9.82M | 2.95% | +3,653+23.4% | Added |
| EFG Asset Management (Americas) Corp. | 19,177 | $9.77M | 1.91% | +5,680+42.1% | Added |
| LGT Group Foundation | 19,029 | $9.69M | 0.15% | −1,521−7.4% | Reduced |
| Mattern Capital Management, LLC | 19,007 | $9.68M | 1.34% | +77+0.4% | Added |
| Soltis Investment Advisors LLC | 18,920 | $9.64M | 1.02% | +3,910+26.0% | Added |
| Forbes J M & Co LLP | 18,910 | $9.63M | 0.99% | +466+2.5% | Added |
| Ossiam | 18,863 | $9.61M | 0.18% | −101,540−84.3% | Reduced |
| Pitcairn Co | 18,860 | $9.60M | 0.59% | +1,413+8.1% | Added |
| Massachusetts Financial Services Co | 18,843 | $9.60M | 0.00% | −11,196−37.3% | Reduced |
| Jupiter Asset Management Ltd | 18,838 | $9.59M | 0.09% | −5,006−21.0% | Reduced |
| Global Retirement Partners, LLC | 18,816 | $9.58M | 0.30% | +2,630+16.2% | Added |
| Exchange Traded Concepts, LLC | 18,806 | $9.58M | 0.24% | +1,043+5.9% | Added |
| McKinley Carter Wealth Services, Inc. | 18,796 | $9.57M | 0.61% | +2,128+12.8% | Added |
| Boothbay Fund Management, LLC | 18,739 | $9.54M | 0.31% | +6,546+53.7% | Added |
| Venture Visionary Partners LLC | 18,695 | $9.52M | 0.44% | +748+4.2% | Added |
| Prospera Financial Services Inc | 18,527 | $9.44M | 0.26% | +326+1.8% | Added |
| Profund Advisors LLC | 18,454 | $9.40M | 0.35% | −324−1.7% | Reduced |
| Americana Partners, LLC | 18,393 | $9.37M | 0.74% | +49+0.3% | Added |
| Pine Valley Investments Ltd Liability Co | 18,033 | $9.18M | 0.68% | +2,031+12.7% | Added |
| Great Waters Wealth Management | 18,000 | $9.17M | 1.40% | −634−3.4% | Reduced |
| Guardian Capital Advisors LP | 18,242 | $9.14M | 0.97% | −366−2.0% | Reduced |
| FourThought Financial Partners, LLC | 17,939 | $9.14M | 1.18% | +945+5.6% | Added |
| Farmers & Merchants Trust Co of Long Beach | 17,926 | $9.13M | 2.37% | −128−0.7% | Reduced |
| Central Bank & Trust Co | 17,920 | $9.13M | 1.27% | −83−0.5% | Reduced |
| Atlantic Union Bankshares Corp | 17,891 | $9.11M | 0.57% | −396−2.2% | Reduced |
| Davis-Rea Ltd. | 17,842 | $9.09M | 4.54% | −2,436−12.0% | Reduced |
| Citizens National Bank Trust Department | 17,829 | $9.08M | 2.02% | −135−0.8% | Reduced |
| RNC Capital Management LLC | 17,828 | $9.08M | 0.50% | +1,272+7.7% | Added |
| AlTi Global, Inc. | 17,744 | $9.04M | 0.24% | −2,277−11.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 17,738 | $9.03M | 0.30% | +465+2.7% | Added |
| Bank of Nova Scotia Trust Co | 17,708 | $9.02M | 1.01% | +488+2.8% | Added |
| Estabrook Capital Management | 17,706 | $9.02M | 1.39% | −157−0.9% | Reduced |
| Fundamentun, LLC | 17,665 | $9.00M | 0.75% | +1,326+8.1% | Added |
| Biondo Investment Advisors, LLC | 17,656 | $8.99M | 1.33% | +396+2.3% | Added |
| Evergreen Capital Management LLC | 17,644 | $8.99M | 0.33% | +1,259+7.7% | Added |
| Morse Asset Management, Inc | 17,631 | $8.98M | 2.18% | −891−4.8% | Reduced |
| Leuthold Group, LLC | 17,547 | $8.94M | 1.03% | −7,612−30.3% | Reduced |
| Core Alternative Capital | 17,476 | $8.90M | 1.78% | −10,815−38.2% | Reduced |
| Chronos Wealth Management, LLC | 17,463 | $8.89M | 4.94% | +424+2.5% | Added |
| Security National Bank | 17,427 | $8.87M | 1.29% | +50+0.3% | Added |
| Elk River Wealth Management, LLC | 17,281 | $8.80M | 1.72% | −63−0.4% | Reduced |
| Stonegate Investment Group, LLC | 17,243 | $8.78M | 0.25% | −488−2.8% | Reduced |
| Montag & Caldwell, LLC | 17,217 | $8.77M | 1.77% | −4,661−21.3% | Reduced |
| Ostrum Asset Management | 17,183 | $8.75M | 0.76% | −1,155−6.3% | Reduced |
| Veriti Management LLC | 17,178 | $8.75M | 0.54% | +3,358+24.3% | Added |
| Summit Global Investments | 17,120 | $8.72M | 0.59% | +5,957+53.4% | Added |
| Thoroughbred Financial Services, LLC | 17,041 | $8.68M | 0.58% | +5,313+45.3% | Added |
| GHP Investment Advisors, Inc. | 16,932 | $8.62M | 0.43% | +219+1.3% | Added |
| Unison Asset Management LLC | 16,911 | $8.61M | 4.36% | +2,502+17.4% | Added |
| Sheaff Brock Investment Advisors, LLC | 16,898 | $8.61M | 0.80% | −407−2.4% | Reduced |
| AMG National Trust Bank | 16,895 | $8.60M | 0.23% | +1,383+8.9% | Added |
| Ledyard National Bank | 16,831 | $8.57M | 0.83% | +732+4.5% | Added |
| SYSTM Wealth Solutions LLC | 16,813 | $8.56M | 1.91% | −904−5.1% | Reduced |
| Avitas Wealth Management LLC | 16,806 | $8.56M | 1.25% | −226−1.3% | Reduced |
| Tradition Wealth Management, LLC | 16,780 | $8.55M | 0.83% | +154+0.9% | Added |
| American Trust | 16,730 | $8.52M | 0.70% | −744−4.3% | Reduced |
| Verdence Capital Advisors LLC | 16,718 | $8.51M | 0.76% | +134+0.8% | Added |
| Bulltick Wealth Management, LLC | 16,717 | $8.51M | 2.38% | +5,111+44.0% | Added |
| Blue Edge Capital, LLC | 16,634 | $8.47M | 1.40% | −28−0.2% | Reduced |
| Stolper Co | 16,563 | $8.44M | 2.97% | +248+1.5% | Added |
| Ballentine Partners, LLC | 16,522 | $8.41M | 0.16% | −2,981−15.3% | Reduced |
| Puzo Michael J | 16,514 | $8.41M | 2.33% | +957+6.2% | Added |
| Olstein Capital Management, L.P. | 16,500 | $8.40M | 1.49% | +2,000+13.8% | Added |
| Winmill & Co. Inc | 16,475 | $8.39M | 2.86% | 00.0% | Unchanged |
| Fragasso Group Inc. | 16,421 | $8.36M | 0.69% | +482+3.0% | Added |
| Silicon Valley Capital Partners | 16,403 | $8.35M | 1.15% | +1,936+13.4% | Added |
| AIA Group Ltd | 16,401 | $8.35M | 0.24% | +621+3.9% | Added |
| Burt Wealth Advisors | 16,368 | $8.34M | 2.20% | −957−5.5% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 16,231 | $8.27M | 1.99% | +2,004+14.1% | Added |
| Blue Fin Capital, Inc. | 16,193 | $8.25M | 1.65% | +259+1.6% | Added |
| Goelzer Investment Management, Inc. | 16,171 | $8.24M | 0.46% | −2,147−11.7% | Reduced |
| Red Door Wealth Management, LLC | 16,143 | $8.22M | 1.45% | +1,064+7.1% | Added |
| Texas Capital Bank Wealth Management Services Inc | 16,134 | $8.22M | 0.85% | +994+6.6% | Added |
| Savant Capital, LLC | 16,052 | $8.17M | 0.08% | −1,208−7.0% | Reduced |
| Busey Wealth Management | 15,986 | $8.14M | 0.28% | −526−3.2% | Reduced |
| Alapocas Investment Partners, Inc. | 15,980 | $8.14M | 4.84% | +671+4.4% | Added |
| Griffin Asset Management, Inc. | 15,975 | $8.14M | 0.94% | +520+3.4% | Added |
| Marietta Wealth Management, LLC | 15,937 | $8.12M | 1.27% | +596+3.9% | Added |
| BTC Capital Management, Inc. | 15,788 | $8.04M | 0.75% | −34−0.2% | Reduced |
| Picton Mahoney Asset Management | 15,775 | $8.03M | 0.34% | −2,155−12.0% | Reduced |
| Hilton Capital Management, LLC | 15,591 | $7.94M | 0.67% | +548+3.6% | Added |
| Rothschild Capital Partners, LLC | 15,482 | $7.88M | 2.25% | 00.0% | Unchanged |
| Alley Investment Management Company, LLC | 15,442 | $7.86M | 1.07% | +89+0.6% | Added |
| Colonial Trust Co | 15,392 | $7.84M | 1.38% | +698+4.8% | Added |
| Essex Financial Services, Inc. | 13,804 | $7.82M | 0.58% | +2,659+23.9% | Added |
| Davy Global Fund Management Ltd | 15,344 | $7.81M | 0.89% | +33+0.2% | Added |
| SOL Capital Management CO | 15,318 | $7.80M | 0.94% | +815+5.6% | Added |