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 |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 15,244 | $7.76M | 0.54% | +309+2.1% | Added |
| Lester Murray Antman dba SimplyRich | 15,199 | $7.74M | 2.45% | +10.0% | Added |
| Zions Bancorporation, N.A. | 15,147 | $7.71M | 0.62% | −1,488−8.9% | Reduced |
| Sigma Investment Counselors Inc | 15,140 | $7.71M | 0.48% | +12+0.1% | Added |
| Consolidated Investment Group LLC | 15,135 | $7.71M | 1.20% | −1,400−8.5% | Reduced |
| Spirepoint Private Client, LLC | 15,103 | $7.69M | 1.09% | +319+2.2% | Added |
| Kingswood Wealth Advisors, LLC | 15,102 | $7.69M | 0.69% | +646+4.5% | Added |
| Wright Investors Service Inc | 15,099 | $7.69M | 2.03% | −278−1.8% | Reduced |
| Valeo Financial Advisors, LLC | 15,064 | $7.67M | 0.24% | +1,246+9.0% | Added |
| Meeder Advisory Services, Inc. | 15,004 | $7.64M | 0.54% | +3,777+33.6% | Added |
| Diversify Wealth Management, LLC | 13,388 | $7.63M | 0.95% | +13,388 | New |
| Asio Capital, LLC | 14,962 | $7.62M | 1.56% | +64+0.4% | Added |
| Brown Shipley& Co Ltd | 14,948 | $7.61M | 3.43% | −1,869−11.1% | Reduced |
| Sigma Planning Corp | 14,928 | $7.60M | 0.24% | −935−5.9% | Reduced |
| Schnieders Capital Management LLC | 14,918 | $7.60M | 1.53% | −1,095−6.8% | Reduced |
| Timber Creek Capital Management LLC | 14,892 | $7.58M | 2.29% | −1,502−9.2% | Reduced |
| Bellecapital International Ltd. | 14,891 | $7.58M | 1.61% | +536+3.7% | Added |
| Thompson Investment Management, Inc. | 14,779 | $7.53M | 1.16% | +432+3.0% | Added |
| Empire Life Investments Inc. | 14,778 | $7.53M | 0.47% | −439−2.9% | Reduced |
| Nemes Rush Group LLC | 14,770 | $7.52M | 1.03% | +333+2.3% | Added |
| Ballast, Inc. | 14,768 | $7.52M | 2.31% | +13+0.1% | Added |
| Meritage Portfolio Management | 14,759 | $7.52M | 0.47% | −139−0.9% | Reduced |
| Frank, Rimerman Advisors LLC | 14,749 | $7.51M | 0.53% | +14,725+61,354.2% | Added |
| Burns J W & Co Inc | 14,715 | $7.49M | 1.01% | −30.0% | Reduced |
| NorthRock Partners, LLC | 14,710 | $7.49M | 0.28% | +1,758+13.6% | Added |
| Qube Research & Technologies Ltd | 14,703 | $7.49M | 0.01% | −682,222−97.9% | Reduced |
| Kidder Stephen W | 14,693 | $7.48M | 2.34% | +777+5.6% | Added |
| MainStreet Investment Advisors LLC | 14,682 | $7.48M | 0.91% | −1,312−8.2% | Reduced |
| Spinnaker Trust | 14,664 | $7.47M | 0.48% | +427+3.0% | Added |
| Highland Capital Management, LLC | 14,621 | $7.45M | 0.44% | −1,638−10.1% | Reduced |
| Coastline Trust Co | 14,527 | $7.40M | 0.87% | −629−4.2% | Reduced |
| Gladstone Institutional Advisory LLC | 14,508 | $7.39M | 0.38% | −120−0.8% | Reduced |
| Checchi Capital Advisers, LLC | 14,494 | $7.38M | 0.58% | −605−4.0% | Reduced |
| Buckhead Capital Management LLC | 14,486 | $7.38M | 2.50% | +61+0.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 14,309 | $7.29M | 0.28% | +736+5.4% | Added |
| Telos Capital Management, Inc. | 14,280 | $7.27M | 0.81% | −275−1.9% | Reduced |
| Mader & Shannon Wealth Management, Inc. | 14,238 | $7.25M | 4.36% | −652−4.4% | Reduced |
| Ocean Capital Management, LLC | 14,226 | $7.24M | 2.40% | −336−2.3% | Reduced |
| First Hawaiian Bank | 14,160 | $7.21M | 0.24% | −2,806−16.5% | Reduced |
| Naples Global Advisors, LLC | 14,084 | $7.17M | 0.72% | +504+3.7% | Added |
| Vanguard Capital Wealth Advisors | 14,063 | $7.16M | 4.84% | +140+1.0% | Added |
| Paradigm Financial Partners, LLC | 14,026 | $7.14M | 1.06% | +696+5.2% | Added |
| Cape Cod Five Cents Savings Bank | 14,020 | $7.14M | 0.69% | +284+2.1% | Added |
| Liberty Capital Management, Inc. | 13,999 | $7.13M | 1.69% | +109+0.8% | Added |
| Tradewinds, LLC. | 13,974 | $7.12M | 2.19% | −12,294−46.8% | Reduced |
| Buck Wealth Strategies, LLC | 13,965 | $7.11M | 2.10% | +13,965 | New |
| Verition Fund Management LLC | 13,953 | $7.11M | 0.05% | −159−1.1% | Reduced |
| KMG Fiduciary Partners, LLC | 13,877 | $7.07M | 0.69% | −495−3.4% | Reduced |
| Duncker Streett & Co Inc | 13,868 | $7.06M | 1.36% | −164−1.2% | Reduced |
| Resources Management Corp | 13,839 | $7.05M | 1.03% | +563+4.2% | Added |
| Community Bank & Trust, Waco, Texas | 13,810 | $7.03M | 1.76% | +26+0.2% | Added |
| Harbour Trust & Investment Management Co | 13,809 | $7.03M | 0.84% | +1,561+12.7% | Added |
| Syon Capital LLC | 13,806 | $7.03M | 0.65% | +951+7.4% | Added |
| Fulton Bank, N.A. | 13,683 | $6.97M | 0.28% | +651+5.0% | Added |
| CMH Wealth Management LLC | 13,679 | $6.97M | 1.71% | +295+2.2% | Added |
| Eagle Capital Management, LLC | 13,604 | $6.93M | 3.05% | −217−1.6% | Reduced |
| Simplify Asset Management Inc. | 13,600 | $6.93M | 0.61% | +11,700+615.8% | Added |
| Tritonpoint Wealth, LLC | 13,592 | $6.92M | 0.67% | +1,070+8.5% | Added |
| Granite Investment Partners, LLC | 13,566 | $6.91M | 0.29% | −943−6.5% | Reduced |
| Perigon Wealth Management, LLC | 13,557 | $6.90M | 0.20% | −293−2.1% | Reduced |
| GYL Financial Synergies, LLC | 13,434 | $6.84M | 0.53% | +110+0.8% | Added |
| IFP Advisors, Inc | 13,278 | $6.76M | 0.27% | +454+3.5% | Added |
| Harbour Capital Advisors, LLC | 13,669 | $6.76M | 1.60% | +54+0.4% | Added |
| Mirae Asset Securities (USA) Inc. | 13,256 | $6.75M | 0.43% | +13,256 | New |
| Sandy Spring Bank | 13,252 | $6.75M | 0.30% | −79−0.6% | Reduced |
| Sky Investment Group LLC | 13,234 | $6.74M | 1.29% | −17−0.1% | Reduced |
| Capital Investment Counsel, LLC | 13,178 | $6.71M | 1.32% | +1,571+13.5% | Added |
| Northern Oak Wealth Management Inc | 13,117 | $6.68M | 0.80% | −1,586−10.8% | Reduced |
| Meridian Wealth Advisors, LLC | 13,070 | $6.66M | 1.19% | +465+3.7% | Added |
| Ritholtz Wealth Management | 13,052 | $6.65M | 0.22% | −2,859−18.0% | Reduced |
| Canal Capital Management, LLC | 13,051 | $6.65M | 1.13% | +467+3.7% | Added |
| SlateStone Wealth, LLC | 13,034 | $6.64M | 0.72% | +688+5.6% | Added |
| HBK Sorce Advisory LLC | 13,028 | $6.63M | 0.23% | −1,230−8.6% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 13,000 | $6.62M | 1.51% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 12,998 | $6.62M | 2.27% | −3,000−18.8% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 12,975 | $6.61M | 1.83% | −131−1.0% | Reduced |
| Ulland Investment Advisors, LLC | 12,815 | $6.53M | 4.54% | −191−1.5% | Reduced |
| Charter Trust Co | 12,793 | $6.51M | 0.43% | −92−0.7% | Reduced |
| Lee Danner & Bass Inc | 12,781 | $6.51M | 0.50% | +12,781 | New |
| Eisler Capital (UK) Ltd. | 12,759 | $6.50M | 2.11% | −22,175−63.5% | Reduced |
| Independent Financial Group, LLC | 12,744 | $6.49M | 0.26% | +2,725+27.2% | Added |
| West Family Investments, Inc. | 12,734 | $6.48M | 1.94% | −319−2.4% | Reduced |
| Laurion Capital Management LP | 12,698 | $6.47M | 0.21% | +12,698 | New |
| Capital Planning Advisors, LLC | 12,649 | $6.44M | 1.10% | +135+1.1% | Added |
| First Interstate Bank | 12,644 | $6.44M | 0.43% | −639−4.8% | Reduced |
| Gotham Asset Management, LLC | 12,615 | $6.42M | 0.08% | −3,626−22.3% | Reduced |
| Great Lakes Retirement, Inc. | 12,587 | $6.41M | 0.88% | +274+2.2% | Added |
| GPM Growth Investors, Inc. | 12,557 | $6.39M | 2.72% | +12,557 | New |
| Warren Averett Asset Management, LLC | 12,553 | $6.39M | 0.13% | +1,360+12.2% | Added |
| Weatherly Asset Management L. P. | 12,527 | $6.38M | 0.58% | −552−4.2% | Reduced |
| Whalerock Point Partners, LLC | 12,442 | $6.34M | 1.70% | +352+2.9% | Added |
| Lindbrook Capital, LLC | 12,423 | $6.33M | 0.59% | −1,271−9.3% | Reduced |
| Merit Financial Group, LLC | 12,412 | $6.32M | 0.14% | +607+5.1% | Added |
| HGK Asset Management Inc | 12,402 | $6.32M | 1.22% | −353−2.8% | Reduced |
| Little House Capital LLC | 12,377 | $6.30M | 1.97% | +782+6.7% | Added |
| Jasper Ridge Partners, L.P. | 12,375 | $6.30M | 0.20% | 00.0% | Unchanged |
| Field & Main Bank | 12,375 | $6.30M | 2.36% | −204−1.6% | Reduced |
| Lincoln Capital Corp | 12,360 | $6.29M | 2.70% | −5,351−30.2% | Reduced |
| Asset Planning Services Inc | 12,315 | $6.27M | 3.31% | −445−3.5% | Reduced |
| Bayesian Capital Management, LP | 12,300 | $6.26M | 0.72% | +12,300 | New |