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 | 3,054 | $202.4B |
| Q4 2025 | 3,311 | $248.2B |
| Q3 2025 | 3,168 | $253.5B |
| Q2 2025 | 3,185 | $241.1B |
| Q1 2025 | 3,613 | $424.3B |
| Q4 2024 | 3,684 | $409.5B |
| Q3 2024 | 3,476 | $474.6B |
| Q2 2024 | 3,406 | $411.9B |
| Q1 2024 | 3,384 | $398.9B |
| Q4 2023 | 3,421 | $428.0B |
| Q3 2023 | 3,144 | $407.5B |
| Q2 2023 | 3,136 | $388.4B |
| Q1 2023 | 3,114 | $383.6B |
| Q4 2022 | 3,159 | $434.2B |
| Q3 2022 | 2,998 | $413.5B |
| Q2 2022 | 2,964 | $422.0B |
| Q1 2022 | 2,965 | $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 |
|---|---|---|---|---|---|
| Citizens Business Bank | 8,579 | $4.37M | 0.92% | −94−1.1% | Reduced |
| Univest Financial Corp | 8,565 | $4.36M | 1.21% | −179−2.0% | Reduced |
| Fortis Capital Management LLC | 8,563 | $4.36M | 0.93% | +4,880+132.5% | Added |
| Lyell Wealth Management, LP | 8,556 | $4.36M | 0.42% | +985+13.0% | Added |
| South State Corp. | 8,553 | $4.36M | 0.32% | +874+11.4% | Added |
| Robertson Stephens Wealth Management, LLC | 8,549 | $4.35M | 0.23% | +1,762+26.0% | Added |
| Capital Insight Partners, LLC | 8,536 | $4.35M | 0.82% | −509−5.6% | Reduced |
| De Burlo Group Inc | 8,535 | $4.35M | 0.58% | −400−4.5% | Reduced |
| Thematics Asset Management | 8,531 | $4.34M | 0.18% | −2,097−19.7% | Reduced |
| Jackson Hole Capital Partners, LLC | 8,520 | $4.34M | 0.96% | +334+4.1% | Added |
| Clear Harbor Asset Management, LLC | 8,505 | $4.33M | 0.38% | +40+0.5% | Added |
| Lincluden Management Ltd | 8,474 | $4.32M | 0.52% | +2,376+39.0% | Added |
| Western Wealth Management, LLC | 8,465 | $4.31M | 0.32% | +179+2.2% | Added |
| Optimum Investment Advisors | 8,444 | $4.30M | 1.93% | −231−2.7% | Reduced |
| Community Bank, N.A. | 8,427 | $4.29M | 0.56% | −61−0.7% | Reduced |
| Fosun International Ltd | 8,418 | $4.29M | 1.45% | +540+6.9% | Added |
| Qsemble Capital Management, LP | 8,414 | $4.28M | 0.81% | +5,194+161.3% | Added |
| Accredited Investors Inc. | 8,408 | $4.28M | 0.27% | −70−0.8% | Reduced |
| Hyman Charles D | 8,357 | $4.26M | 0.24% | −33−0.4% | Reduced |
| Fullerton Fund Management Co Ltd. | 8,353 | $4.25M | 0.19% | +462+5.9% | Added |
| New Hampshire Trust | 8,348 | $4.25M | 0.97% | +208+2.6% | Added |
| MONECO Advisors, LLC | 8,336 | $4.25M | 0.62% | −290−3.4% | Reduced |
| Scott & Selber, Inc. | 8,329 | $4.24M | 1.35% | +131+1.6% | Added |
| Private Wealth Strategies, L.L.C. | 8,313 | $4.23M | 0.85% | +14+0.2% | Added |
| Nicollet Investment Management, Inc. | 8,300 | $4.23M | 1.58% | −143−1.7% | Reduced |
| Boston Financial Mangement LLC | 8,249 | $4.20M | 0.13% | −53−0.6% | Reduced |
| Graypoint LLC | 8,249 | $4.20M | 0.29% | −23−0.3% | Reduced |
| Maven Securities LTD | 8,242 | $4.20M | 0.65% | +6,107+286.0% | Added |
| Mitchell & Pahl Private Wealth, LLC | 8,223 | $4.19M | 2.21% | +10+0.1% | Added |
| Morton Community Bank | 8,182 | $4.17M | 1.18% | +475+6.2% | Added |
| Wolverine Trading, LLC | 8,181 | $4.17M | 0.07% | +506+6.6% | Added |
| SNS Financial Group, LLC | 8,147 | $4.15M | 0.45% | −128−1.5% | Reduced |
| Covenant Asset Management, LLC | 8,112 | $4.13M | 0.93% | +237+3.0% | Added |
| Hancock Whitney Corp | 8,073 | $4.11M | 0.14% | −10,923−57.5% | Reduced |
| TFG Advisers LLC | 8,052 | $4.10M | 1.59% | −394−4.7% | Reduced |
| Studio Investment Management LLC | 8,045 | $4.10M | 0.93% | +497+6.6% | Added |
| Viawealth, LLC | 8,024 | $4.09M | 2.53% | −264−3.2% | Reduced |
| Becker Capital Management Inc | 8,010 | $4.08M | 0.14% | −152−1.9% | Reduced |
| Moody Lynn & Lieberson, LLC | 7,993 | $4.07M | 0.27% | −450−5.3% | Reduced |
| Financial Partners Group, LLC | 7,988 | $4.07M | 1.58% | +143+1.8% | Added |
| Raab & Moskowitz Asset Management LLC | 7,988 | $4.07M | 1.11% | −231−2.8% | Reduced |
| Shayne & Co., LLC | 7,984 | $4.07M | 1.13% | +175+2.2% | Added |
| Waterloo Capital, L.P. | 7,919 | $4.03M | 0.48% | +960+13.8% | Added |
| Advocate Group LLC | 7,900 | $4.02M | 0.81% | +217+2.8% | Added |
| Independence Bank of Kentucky | 7,893 | $4.02M | 1.07% | +1,626+25.9% | Added |
| Zega Financial, LLC | 7,868 | $4.01M | 1.45% | −23−0.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 7,867 | $4.01M | 0.41% | +165+2.1% | Added |
| Ingalls & Snyder LLC | 7,860 | $4.00M | 0.17% | +224+2.9% | Added |
| Shufro Rose & Co LLC | 7,855 | $4.00M | 0.33% | −321−3.9% | Reduced |
| San Luis Wealth Advisors LLC | 7,825 | $3.98M | 0.96% | +834+11.9% | Added |
| Moors & Cabot, Inc. | 7,802 | $3.97M | 0.21% | −233−2.9% | Reduced |
| Pensionfund Sabic | 7,800 | $3.97M | 1.17% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 7,780 | $3.96M | 0.08% | +50+0.6% | Added |
| Private Trust Co NA | 7,755 | $3.95M | 0.43% | −3,503−31.1% | Reduced |
| ClariVest Asset Management LLC | 7,755 | $3.95M | 0.40% | −4,533−36.9% | Reduced |
| Family Legacy, Inc. | 7,750 | $3.95M | 1.41% | −30.0% | Reduced |
| Arrow Financial Corp | 7,737 | $3.94M | 0.38% | −458−5.6% | Reduced |
| SevenBridge Financial Group, LLC | 6,919 | $3.93M | 0.87% | −10−0.1% | Reduced |
| Sweet Financial Partners, LLC | 7,703 | $3.92M | 0.90% | +513+7.1% | Added |
| Wambolt & Associates, LLC | 7,926 | $3.92M | 1.14% | +318+4.2% | Added |
| Harbour Investment Management LLC | 7,641 | $3.89M | 1.80% | −5−0.1% | Reduced |
| Hohimer Wealth Management, LLC | 7,621 | $3.88M | 0.90% | −164−2.1% | Reduced |
| Principle Wealth Partners LLC | 7,600 | $3.87M | 0.29% | +50+0.7% | Added |
| BFSG, LLC | 7,508 | $3.82M | 0.48% | +69+0.9% | Added |
| PACK Private Wealth, LLC | 7,482 | $3.81M | 2.37% | +10+0.1% | Added |
| Accent Capital Management, LLC | 7,444 | $3.79M | 2.33% | +7,444 | New |
| China Universal Asset Management Co., Ltd. | 7,428 | $3.78M | 0.53% | −3,439−31.6% | Reduced |
| Glen Eagle Advisors, LLC | 7,428 | $3.78M | 0.69% | −1,824−19.7% | Reduced |
| Abbrea Capital, LLC | 7,422 | $3.78M | 0.50% | −379−4.9% | Reduced |
| Dempze Nancy E | 7,420 | $3.78M | 2.59% | +294+4.1% | Added |
| Orleans Capital Management Corp | 7,399 | $3.77M | 2.40% | −633−7.9% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,375 | $3.76M | 1.55% | +537+7.9% | Added |
| WealthShield Partners, LLC | 7,372 | $3.75M | 0.57% | +581+8.6% | Added |
| Naviter Wealth, LLC | 7,371 | $3.75M | 0.56% | +276+3.9% | Added |
| Liberty One Investment Management, LLC | 7,370 | $3.75M | 0.42% | +1,129+18.1% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 7,365 | $3.75M | 0.78% | +7,365 | New |
| Lineweaver Wealth Advisors, LLC | 7,304 | $3.73M | 0.77% | +574+8.5% | Added |
| Founders Financial Securities LLC | 7,308 | $3.72M | 0.35% | +387+5.6% | Added |
| Chemistry Wealth Management LLC | 7,300 | $3.72M | 0.96% | +625+9.4% | Added |
| Valley Brook Capital Group | 7,284 | $3.71M | 2.89% | +365+5.3% | Added |
| Greenline Partners, LLC | 7,493 | $3.71M | 0.56% | −30−0.4% | Reduced |
| Cox Capital Mgt LLC | 7,268 | $3.70M | 2.24% | −182−2.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 7,265 | $3.70M | 0.27% | +90+1.3% | Added |
| Alerus Financial NA | 7,257 | $3.70M | 0.28% | −96−1.3% | Reduced |
| Elgethun Capital Management | 7,256 | $3.70M | 0.93% | −375−4.9% | Reduced |
| Wellington Shields Capital Management, LLC | 7,232 | $3.68M | 0.67% | +4,330+149.2% | Added |
| Proquility Private Wealth Partners, LLC | 7,227 | $3.68M | 1.26% | +299+4.3% | Added |
| Bell Bank | 7,199 | $3.67M | 0.31% | +210+3.0% | Added |
| Bey-Douglas LLC | 7,109 | $3.66M | 3.39% | +10+0.1% | Added |
| Central Pacific Bank - Trust Division | 7,194 | $3.66M | 0.44% | −108−1.5% | Reduced |
| Delta Capital Management LLC | 7,190 | $3.66M | 2.21% | 00.0% | Unchanged |
| Capital City Trust Co | 7,178 | $3.66M | 0.99% | +282+4.1% | Added |
| Accurate Wealth Management, LLC | 7,088 | $3.65M | 0.88% | +9+0.1% | Added |
| MPS Loria Financial Planners, LLC | 7,164 | $3.65M | 1.18% | +32+0.4% | Added |
| Banco de Sabadell, S.A | 7,143 | $3.64M | 2.67% | −138−1.9% | Reduced |
| Bensler, LLC | 7,145 | $3.64M | 0.49% | −114−1.6% | Reduced |
| Carret Asset Management, LLC | 7,145 | $3.64M | 0.42% | +127+1.8% | Added |
| Piscataqua Savings Bank | 7,135 | $3.63M | 3.23% | −60−0.8% | Reduced |
| Gratus Capital LLC | 7,115 | $3.62M | 0.15% | −1,006−12.4% | Reduced |
| Roanoke Asset Management Corp | 7,105 | $3.62M | 1.19% | −90−1.3% | Reduced |