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 |
|---|---|---|---|---|---|
| Equitable Trust Co | 10,185 | $5.19M | 0.36% | +1,587+18.5% | Added |
| Van Den Berg Management I, Inc | 10,159 | $5.17M | 1.54% | +4,245+71.8% | Added |
| SageView Advisory Group, LLC | 10,102 | $5.14M | 0.24% | +282+2.9% | Added |
| Commonwealth Retirement Investments LLC | 10,100 | $5.14M | 2.36% | +3,824+60.9% | Added |
| Legacy Private Trust Co. | 10,071 | $5.13M | 0.36% | −103−1.0% | Reduced |
| Trifecta Capital Advisors, LLC | 10,048 | $5.12M | 1.13% | +106+1.1% | Added |
| Allen Capital Group, LLC | 10,046 | $5.12M | 0.72% | +789+8.5% | Added |
| Kingsview Wealth Management, LLC | 10,045 | $5.12M | 0.12% | −719−6.7% | Reduced |
| S&T Bank | 10,041 | $5.11M | 1.30% | −2,053−17.0% | Reduced |
| Mirabaud & Cie SA | 10,016 | $5.10M | 1.73% | −136−1.3% | Reduced |
| FreeGulliver LLC | 10,014 | $5.10M | 3.49% | +14+0.1% | Added |
| Connable Office Inc | 10,010 | $5.10M | 0.55% | −476−4.5% | Reduced |
| Viking Fund Management LLC | 10,000 | $5.09M | 0.91% | +6,000+150.0% | Added |
| Fairhaven Wealth Management, LLC | 9,999 | $5.09M | 1.69% | +65+0.7% | Added |
| Cordatus Wealth Management LLC | 9,985 | $5.08M | 1.91% | +49+0.5% | Added |
| Arden Trust Co | 9,973 | $5.08M | 0.71% | −427−4.1% | Reduced |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 9,972 | $5.08M | 0.13% | +9,972 | New |
| First Fiduciary Investment Counsel, Inc. | 9,967 | $5.08M | 1.10% | +417+4.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 9,960 | $5.07M | 0.26% | +1,283+14.8% | Added |
| Plimoth Trust Co LLC | 9,943 | $5.06M | 1.35% | +869+9.6% | Added |
| Claro Advisors LLC | 9,940 | $5.06M | 0.79% | −553−5.3% | Reduced |
| Berkshire Asset Management LLC | 9,913 | $5.05M | 0.25% | +401+4.2% | Added |
| Weik Capital Management | 9,898 | $5.04M | 2.16% | −240−2.4% | Reduced |
| Whitford Management LLC | 9,860 | $5.02M | 2.92% | +796+8.8% | Added |
| Nelson Capital Management, LLC | 9,849 | $5.02M | 0.89% | −2,995−23.3% | Reduced |
| Ameritas Advisory Services, LLC | 9,798 | $4.99M | 0.19% | +116+1.2% | Added |
| Eclectic Associates Inc | 9,790 | $4.99M | 2.22% | +12+0.1% | Added |
| Solidarilty Wealth, LLC | 9,767 | $4.97M | 1.51% | −50−0.5% | Reduced |
| Mattson Financial Services, LLC | 9,758 | $4.97M | 1.77% | +9,758 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 9,740 | $4.96M | 0.01% | −43,013−81.5% | Reduced |
| We Are One Seven, LLC | 9,706 | $4.94M | 0.23% | +613+6.7% | Added |
| Holderness Investments Co | 9,675 | $4.93M | 1.16% | −48−0.5% | Reduced |
| LexAurum Advisors, LLC | 9,654 | $4.92M | 1.20% | −19−0.2% | Reduced |
| Bray Capital Advisors | 9,642 | $4.91M | 1.23% | +36+0.4% | Added |
| Pinnacle Holdings, LLC | 9,606 | $4.89M | 1.99% | −113−1.2% | Reduced |
| Cigna Investments Inc | 9,600 | $4.89M | 0.91% | −234−2.4% | Reduced |
| Strategic Planning Group, LLC | 9,595 | $4.89M | 1.07% | +3,499+57.4% | Added |
| Constitution Capital LLC | 9,564 | $4.87M | 2.57% | +795+9.1% | Added |
| Arjuna Capital | 9,556 | $4.87M | 1.31% | −6,789−41.5% | Reduced |
| Union Heritage Capital, LLC | 9,478 | $4.83M | 1.90% | 00.0% | Unchanged |
| Investment House LLC | 9,475 | $4.83M | 0.28% | −80−0.8% | Reduced |
| HBW Advisory Services LLC | 9,431 | $4.80M | 0.80% | +516+5.8% | Added |
| Milestone Asset Management, LLC | 9,423 | $4.80M | 1.20% | −3,737−28.4% | Reduced |
| S.E.E.D. Planning Group LLC | 9,408 | $4.79M | 1.74% | +747+8.6% | Added |
| Compton Wealth Advisory Group, LLC | 9,404 | $4.79M | 1.28% | +326+3.6% | Added |
| Keebeck Wealth Management, LLC | 9,396 | $4.79M | 0.70% | −191−2.0% | Reduced |
| Tower View Investment Management & Research LLC | 9,363 | $4.77M | 2.74% | −113−1.2% | Reduced |
| GM Advisory Group, Inc. | 9,362 | $4.77M | 0.31% | −3,247−25.8% | Reduced |
| Parallax Volatility Advisers, L.P. | 9,345 | $4.76M | 0.12% | +9,345 | New |
| Portside Wealth Group, LLC | 9,345 | $4.76M | 0.91% | −284−2.9% | Reduced |
| Tranquility Partners, LLC | 9,316 | $4.75M | 1.83% | −121−1.3% | Reduced |
| Bryn Mawr Trust Co | 9,320 | $4.75M | 0.18% | +98+1.1% | Added |
| Legacy CG, LLC | 9,310 | $4.74M | 1.61% | −274−2.9% | Reduced |
| Financial Advisory Service, Inc. | 9,305 | $4.74M | 0.41% | +272+3.0% | Added |
| Moody National Bank Trust Division | 9,274 | $4.72M | 0.37% | +175+1.9% | Added |
| Intrust Bank NA | 9,229 | $4.70M | 0.50% | −305−3.2% | Reduced |
| MMBG Investment Advisors Co. | 9,223 | $4.70M | 0.50% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 9,215 | $4.69M | 1.02% | +557+6.4% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 9,186 | $4.68M | 1.13% | −706−7.1% | Reduced |
| Arkadios Wealth Advisors | 9,177 | $4.67M | 0.32% | −235−2.5% | Reduced |
| Catalytic Wealth RIA, LLC | 9,152 | $4.66M | 0.92% | +610+7.1% | Added |
| Mechanics Bank Trust Department | 9,139 | $4.65M | 0.67% | −514−5.3% | Reduced |
| Pegasus Partners Ltd. | 9,137 | $4.65M | 0.47% | −2,327−20.3% | Reduced |
| Journey Advisory Group, LLC | 9,134 | $4.65M | 0.56% | −60−0.7% | Reduced |
| Lakeview Capital Partners, LLC | 9,366 | $4.63M | 0.75% | 00.0% | Unchanged |
| Delaney Dennis R | 9,096 | $4.63M | 2.50% | +710+8.5% | Added |
| Bond & Devick Financial Network, Inc. | 9,094 | $4.63M | 2.48% | +30+0.3% | Added |
| Fidelis Capital Partners, LLC | 8,155 | $4.62M | 0.66% | +306+3.9% | Added |
| Icon Advisers Inc | 9,319 | $4.61M | 1.04% | 00.0% | Unchanged |
| Centre Asset Management, LLC | 8,994 | $4.58M | 1.05% | +196+2.2% | Added |
| Vanderbilt University | 8,975 | $4.57M | 0.96% | +2,334+35.1% | Added |
| Martin Capital Partners, LLC | 8,933 | $4.55M | 1.84% | −233−2.5% | Reduced |
| Portfolio Design Labs, LLC | 8,926 | $4.55M | 1.40% | +437+5.1% | Added |
| Belpointe Asset Management LLC | 8,901 | $4.53M | 0.32% | +242+2.8% | Added |
| CTC Alternative Strategies, Ltd. | 8,895 | $4.53M | 1.92% | +8,895 | New |
| J.W. Cole Advisors, Inc. | 8,893 | $4.53M | 0.21% | +3,672+70.3% | Added |
| Secured Retirement Advisors, LLC | 8,886 | $4.53M | 3.53% | +1,187+15.4% | Added |
| Lindenwold Advisors | 8,870 | $4.52M | 2.41% | −56−0.6% | Reduced |
| RDA Financial Network | 8,866 | $4.52M | 1.48% | +363+4.3% | Added |
| Larson Financial Group LLC | 8,853 | $4.51M | 0.31% | +348+4.1% | Added |
| Institutional & Family Asset Management, LLC | 8,851 | $4.51M | 0.69% | −52−0.6% | Reduced |
| Inspire Trust Co, N.A. | 8,851 | $4.51M | 1.49% | +5,884+198.3% | Added |
| IHT Wealth Management, LLC | 8,813 | $4.50M | 0.17% | +205+2.4% | Added |
| NBW Capital LLC | 8,832 | $4.50M | 0.89% | +221+2.6% | Added |
| Capricorn Fund Managers Ltd | 8,801 | $4.48M | 3.16% | +2,317+35.7% | Added |
| Belmont Capital, LLC | 8,797 | $4.48M | 0.84% | +7,864+842.9% | Added |
| Koshinski Asset Management, Inc. | 9,100 | $4.48M | 0.42% | +392+4.5% | Added |
| Shorepoint Capital Partners LLC | 8,785 | $4.47M | 1.05% | +1,156+15.2% | Added |
| Enterprise Bank & Trust Co | 8,782 | $4.47M | 1.53% | −173−1.9% | Reduced |
| Centric Wealth Management | 7,848 | $4.47M | 1.29% | +360+4.8% | Added |
| Notis-McConarty Edward | 8,736 | $4.45M | 1.75% | +119+1.4% | Added |
| Archford Capital Strategies, LLC | 8,726 | $4.44M | 0.72% | +825+10.4% | Added |
| Kinneret Advisory, LLC | 8,720 | $4.44M | 0.43% | −3,218−27.0% | Reduced |
| Wexford Capital LP | 8,672 | $4.42M | 1.12% | −2,156−19.9% | Reduced |
| Legacy Wealth Management, LLC | 8,666 | $4.41M | 1.86% | +2,181+33.6% | Added |
| Transamerica Financial Advisors, Inc. | 8,638 | $4.40M | 0.47% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 8,630 | $4.40M | 1.00% | +49+0.6% | Added |
| Channel Wealth LLC | 8,625 | $4.39M | 1.59% | +877+11.3% | Added |
| DeDora Capital, Inc. | 8,608 | $4.38M | 1.35% | −120−1.4% | Reduced |
| Alcosta Capital Management, Inc. | 8,607 | $4.38M | 2.70% | −49−0.6% | Reduced |