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 |
|---|---|---|---|---|---|
| Pensionmark Financial Group, LLC | 12,251 | $6.24M | 0.39% | +9,739+387.7% | Added |
| Marshall & Sullivan Inc | 12,200 | $6.21M | 3.10% | −176−1.4% | Reduced |
| Insigneo Advisory Services, LLC | 10,890 | $6.21M | 0.70% | +897+9.0% | Added |
| Lake Street Advisors Group, LLC | 12,172 | $6.20M | 0.30% | +31+0.3% | Added |
| Culbertson A N & Co Inc | 12,116 | $6.17M | 1.08% | −13−0.1% | Reduced |
| Proequities, Inc. | 12,114 | $6.17M | 0.39% | −123−1.0% | Reduced |
| Stamos Capital Partners, L.P. | 12,100 | $6.16M | 1.31% | +1,960+19.3% | Added |
| Perkins Coie Trust Co | 12,082 | $6.15M | 1.43% | −188−1.5% | Reduced |
| Strategic Wealth Designers | 12,382 | $6.12M | 0.77% | +12,382 | New |
| Summit Trail Advisors, LLC | 12,008 | $6.12M | 0.16% | +2,999+33.3% | Added |
| Stiles Financial Services Inc | 11,975 | $6.10M | 2.35% | +257+2.2% | Added |
| RBA Wealth Management, LLC | 11,941 | $6.08M | 2.44% | +156+1.3% | Added |
| Chicago Trust Co NA | 11,923 | $6.07M | 1.23% | −586−4.7% | Reduced |
| Monetary Management Group Inc | 11,883 | $6.05M | 1.60% | −50−0.4% | Reduced |
| Community Financial Services Group, LLC | 11,867 | $6.04M | 1.30% | +774+7.0% | Added |
| Farther Finance Advisors, LLC | 12,199 | $6.03M | 0.29% | +3,517+40.5% | Added |
| Cornerstone Wealth Group, LLC | 11,831 | $6.03M | 0.54% | +867+7.9% | Added |
| Second Half Financial Partners, LLC | 11,830 | $6.02M | 4.82% | +6,000+102.9% | Added |
| City Holding Co | 11,741 | $5.98M | 0.88% | +208+1.8% | Added |
| Bogart Wealth, LLC | 11,715 | $5.97M | 0.30% | −2,828−19.4% | Reduced |
| Zurich Insurance Group Ltd | 11,700 | $5.96M | 0.05% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 11,699 | $5.96M | 0.08% | −531−4.3% | Reduced |
| Rockline Wealth Management, LLC | 11,683 | $5.95M | 1.84% | +375+3.3% | Added |
| Te Ahumairangi Investment Management Ltd | 11,646 | $5.93M | 1.14% | −2,120−15.4% | Reduced |
| Dynasty Wealth Management, LLC | 11,645 | $5.93M | 0.17% | +159+1.4% | Added |
| Connecticut Wealth Management, LLC | 11,629 | $5.92M | 0.31% | −636−5.2% | Reduced |
| Waldron Private Wealth LLC | 11,616 | $5.92M | 0.26% | +16+0.1% | Added |
| NBC Securities, Inc. | 11,597 | $5.91M | 0.54% | −153−1.3% | Reduced |
| Value Partners Investments Inc. | 11,597 | $5.90M | 0.51% | +75+0.7% | Added |
| Jaffetilchin Investment Partners, LLC | 11,578 | $5.90M | 0.50% | +354+3.2% | Added |
| Legacy Advisors, LLC | 11,556 | $5.89M | 0.72% | −527−4.4% | Reduced |
| PFG Investments, LLC | 11,552 | $5.88M | 0.42% | −1,320−10.3% | Reduced |
| Integrated Advisors Network LLC | 11,531 | $5.87M | 0.30% | −7,275−38.7% | Reduced |
| Trium Capital LLP | 11,531 | $5.87M | 2.08% | −4,283−27.1% | Reduced |
| Atlantic Trust, LLC | 11,524 | $5.87M | 1.46% | −349−2.9% | Reduced |
| Reliant Investment Management, LLC | 11,512 | $5.86M | 2.76% | −21−0.2% | Reduced |
| Quadrant Capital Group LLC | 11,509 | $5.86M | 0.44% | +509+4.6% | Added |
| Symmetry Investments LP | 11,508 | $5.86M | 0.73% | +1,900+19.8% | Added |
| Barbara Oil Co. | 11,500 | $5.86M | 2.56% | 00.0% | Unchanged |
| Keeler Thomas Management LLC | 11,490 | $5.85M | 1.99% | +354+3.2% | Added |
| Plancorp, LLC | 11,471 | $5.84M | 0.25% | +23+0.2% | Added |
| Landscape Capital Management, L.L.C. | 11,463 | $5.84M | 0.49% | +11,463 | New |
| Souders Financial Advisors | 11,461 | $5.84M | 0.88% | +256+2.3% | Added |
| Lountzis Asset Management, LLC | 11,440 | $5.83M | 2.72% | −55−0.5% | Reduced |
| Sowell Financial Services LLC | 11,435 | $5.82M | 0.28% | −1,499−11.6% | Reduced |
| Lynch Asset Management, Inc. | 11,400 | $5.81M | 2.48% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 11,395 | $5.80M | 1.85% | +13+0.1% | Added |
| Nations Financial Group Inc, | 11,390 | $5.80M | 0.47% | +45+0.4% | Added |
| D L Carlson Investment Group Inc | 11,370 | $5.79M | 1.12% | −205−1.8% | Reduced |
| DLK Investment Management, LLC | 11,274 | $5.74M | 2.37% | +264+2.4% | Added |
| Saranac Partners Ltd | 11,251 | $5.73M | 3.41% | −127−1.1% | Reduced |
| JCIC Asset Management Inc. | 11,246 | $5.73M | 2.36% | −21−0.2% | Reduced |
| Capital Analysts, LLC | 11,242 | $5.72M | 0.25% | +128+1.2% | Added |
| Acropolis Investment Management, LLC | 11,201 | $5.70M | 0.36% | +187+1.7% | Added |
| Mirador Capital Partners LP | 11,175 | $5.69M | 1.07% | −509−4.4% | Reduced |
| GeoWealth Management, LLC | 11,148 | $5.68M | 0.25% | +1,599+16.7% | Added |
| Montag A & Associates Inc | 11,132 | $5.67M | 0.29% | −149−1.3% | Reduced |
| Bristlecone Advisors, LLC | 11,124 | $5.67M | 0.48% | −627−5.3% | Reduced |
| Chatham Capital Group, Inc. | 11,113 | $5.66M | 0.99% | +231+2.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,129 | $5.66M | 0.24% | −1,663−13.0% | Reduced |
| Moloney Securities Asset Management, LLC | 11,068 | $5.64M | 0.81% | +361+3.4% | Added |
| Gs Investments, Inc. | 11,064 | $5.63M | 2.66% | −17−0.2% | Reduced |
| River Wealth Advisors LLC | 11,045 | $5.62M | 0.81% | +567+5.4% | Added |
| Bank Pictet & Cie (Asia) Ltd | 11,036 | $5.62M | 1.88% | +3,528+47.0% | Added |
| Wedmont Private Capital | 10,941 | $5.60M | 0.35% | +4,804+78.3% | Added |
| PKO Investment Management Joint-Stock Co | 10,989 | $5.60M | 0.69% | −2,200−16.7% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 10,971 | $5.59M | 3.84% | −2,033−15.6% | Reduced |
| West Branch Capital LLC | 10,970 | $5.59M | 2.08% | +1,979+22.0% | Added |
| Simmons Bank | 10,933 | $5.57M | 0.42% | +288+2.7% | Added |
| Ayrshire Capital Management LLC | 10,912 | $5.56M | 2.83% | +184+1.7% | Added |
| Csenge Advisory Group | 10,901 | $5.55M | 0.32% | −159−1.4% | Reduced |
| Sandhill Capital Partners LLC | 10,899 | $5.55M | 0.43% | +71+0.7% | Added |
| J. W. Coons Advisors, LLC | 10,810 | $5.51M | 1.33% | +124+1.2% | Added |
| Eagle Rock Investment Company, LLC | 10,795 | $5.50M | 0.99% | +1,178+12.2% | Added |
| Pearl River Capital, LLC | 10,791 | $5.50M | 0.87% | +10,791 | New |
| Rench Wealth Management, Inc. | 10,750 | $5.47M | 1.96% | +346+3.3% | Added |
| Round Rock Advisors, LLC | 10,657 | $5.43M | 1.32% | +426+4.2% | Added |
| B.O.S.S. Retirement Advisors, LLC | 10,624 | $5.41M | 1.38% | +3,924+58.6% | Added |
| Knollwood Investment Advisory, LLC | 10,569 | $5.38M | 0.60% | +2,074+24.4% | Added |
| Blue Zone Wealth Advisors, LLC | 10,562 | $5.38M | 1.86% | −357−3.3% | Reduced |
| Trust Asset Management LLC | 10,545 | $5.37M | 0.45% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 10,537 | $5.37M | 0.25% | −103−1.0% | Reduced |
| Cypress Asset Management Inc | 10,312 | $5.36M | 1.38% | +194+1.9% | Added |
| Schonfeld Strategic Advisors LLC | 10,468 | $5.33M | 0.04% | −7,619−42.1% | Reduced |
| Carderock Capital Management Inc | 10,450 | $5.32M | 1.39% | −62−0.6% | Reduced |
| PFG Advisors | 10,449 | $5.32M | 0.36% | +263+2.6% | Added |
| Diversify Advisory Services, LLC | 10,790 | $5.31M | 0.29% | −1,348−11.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 10,424 | $5.31M | 0.40% | +2,442+30.6% | Added |
| Change Path, LLC | 10,391 | $5.29M | 0.27% | −4,242−29.0% | Reduced |
| Bank of New Hampshire | 10,387 | $5.29M | 1.38% | −54−0.5% | Reduced |
| First Trust Investment Solutions L.P. | 10,353 | $5.27M | 0.74% | +294+2.9% | Added |
| Engineers Gate Manager LP | 10,309 | $5.25M | 0.12% | −14,582−58.6% | Reduced |
| Peloton Wealth Strategists | 10,283 | $5.24M | 2.15% | −210−2.0% | Reduced |
| Cypress Capital Group | 10,277 | $5.23M | 0.63% | +533+5.5% | Added |
| Trinity Legacy Partners, LLC | 10,273 | $5.23M | 1.49% | +163+1.6% | Added |
| William B. Walkup & Associates, Inc. | 10,256 | $5.22M | 3.42% | +10,256 | New |
| Horizon Investments, LLC | 10,248 | $5.22M | 0.14% | −10,456−50.5% | Reduced |
| Qtron Investments LLC | 10,241 | $5.22M | 0.75% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 10,212 | $5.20M | 0.38% | +948+10.2% | Added |
| GAMMA Investing LLC | 10,206 | $5.20M | 0.71% | +4,897+92.2% | Added |