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 |
|---|---|---|---|---|---|
| Decatur Capital Management, Inc. | 7,079 | $3.61M | 1.75% | +189+2.7% | Added |
| Pinnacle West Asset Management, Inc. | 7,075 | $3.60M | 2.80% | 00.0% | Unchanged |
| Condor Capital Management | 7,071 | $3.60M | 0.34% | −45−0.6% | Reduced |
| Birch Capital Management, LLC | 7,066 | $3.60M | 1.87% | −30.0% | Reduced |
| Fairbanks Capital Management, Inc. | 7,061 | $3.60M | 2.36% | +165+2.4% | Added |
| Atomi Financial Group, Inc. | 7,046 | $3.59M | 0.27% | +1,148+19.5% | Added |
| Aquatic Capital Management LLC | 7,002 | $3.57M | 0.13% | −117,118−94.4% | Reduced |
| Valmark Advisers, Inc. | 6,970 | $3.55M | 0.06% | +252+3.8% | Added |
| JB Capital LLC | 6,965 | $3.55M | 0.22% | +257+3.8% | Added |
| Harrell Investment Partners, LLC | 6,938 | $3.53M | 1.03% | −49−0.7% | Reduced |
| Grove Bank & Trust | 6,934 | $3.53M | 0.57% | +153+2.3% | Added |
| Daymark Wealth Partners, LLC | 116,703 | $3.52M | 0.16% | −821−0.7% | Reduced |
| Avestar Capital, LLC | 6,918 | $3.52M | 0.39% | −55−0.8% | Reduced |
| Hilltop Holdings Inc. | 6,906 | $3.52M | 0.41% | +332+5.1% | Added |
| Mattern Wealth Management LLC | 6,843 | $3.49M | 0.84% | −1,726−20.1% | Reduced |
| Flagship Harbor Advisors, LLC | 6,833 | $3.48M | 0.21% | +10+0.1% | Added |
| Templeton & Phillips Capital Management, LLC | 6,831 | $3.48M | 3.09% | 00.0% | Unchanged |
| Dohj, LLC | 6,820 | $3.47M | 0.87% | +830+13.9% | Added |
| Bollard Group LLC | 6,816 | $3.47M | 0.10% | +104+1.5% | Added |
| Paragon Advisors, LLC | 6,805 | $3.47M | 1.26% | −111−1.6% | Reduced |
| Ronald Blue Trust, Inc. | 7,000 | $3.46M | 0.05% | +2,035+41.0% | Added |
| Forum Financial Management, LP | 6,788 | $3.46M | 0.06% | −104−1.5% | Reduced |
| StoneX Group Inc. | 6,775 | $3.45M | 0.28% | +1,075+18.9% | Added |
| Kovack Advisors, Inc. | 6,772 | $3.45M | 0.38% | +289+4.5% | Added |
| Nilsine Partners, LLC | 6,757 | $3.44M | 0.46% | −812−10.7% | Reduced |
| Clarius Group, LLC | 6,750 | $3.44M | 0.24% | −863−11.3% | Reduced |
| Parisi Gray Wealth Management | 6,726 | $3.43M | 1.23% | +42+0.6% | Added |
| International Assets Investment Management, LLC | 6,712 | $3.42M | 0.32% | −350−5.0% | Reduced |
| Dover Advisors, LLC | 6,700 | $3.41M | 2.11% | +321+5.0% | Added |
| Strategic Wealth Partners, Ltd. | 6,691 | $3.41M | 0.36% | −1,250−15.7% | Reduced |
| Sugarloaf Wealth Management, LLC | 6,674 | $3.40M | 0.69% | +131+2.0% | Added |
| RiverPark Advisors, LLC | 6,673 | $3.40M | 2.81% | −18−0.3% | Reduced |
| Occidental Asset Management, LLC | 6,669 | $3.40M | 0.60% | +376+6.0% | Added |
| Costello Asset Management, INC | 6,648 | $3.39M | 2.52% | −420−5.9% | Reduced |
| Royal Capital Wealth Management, LLC | 6,631 | $3.38M | 2.54% | −35−0.5% | Reduced |
| Pathway Financial Advisers, LLC | 6,718 | $3.37M | 1.21% | +230+3.5% | Added |
| AdvisorNet Financial, Inc | 6,615 | $3.37M | 0.31% | +648+10.9% | Added |
| Westover Capital Advisors, LLC | 6,605 | $3.36M | 0.87% | −644−8.9% | Reduced |
| Jessup Wealth Management, Inc | 6,584 | $3.35M | 1.43% | +188+2.9% | Added |
| Concord Wealth Partners | 6,584 | $3.35M | 0.59% | +644+10.8% | Added |
| Concord Asset Management, LLC | 6,554 | $3.34M | 0.83% | +733+12.6% | Added |
| Bay Rivers Group | 6,503 | $3.31M | 1.72% | +143+2.2% | Added |
| KP Management LLC | 6,500 | $3.31M | 1.25% | +1,500+30.0% | Added |
| Joseph Group Capital Management | 6,491 | $3.31M | 1.72% | +761+13.3% | Added |
| Buckingham Strategic Partners | 6,474 | $3.30M | 0.09% | −3,582−35.6% | Reduced |
| Regent Peak Wealth Advisors LLC | 6,450 | $3.28M | 0.82% | −69−1.1% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 6,439 | $3.28M | 0.51% | +4,439+222.0% | Added |
| Capital Asset Advisory Services LLC | 6,659 | $3.28M | 0.18% | −466−6.5% | Reduced |
| Gsa Capital Partners LLP | 6,418 | $3.27M | 0.23% | +3,273+104.1% | Added |
| Financial Advisory Partners, LLC | 6,415 | $3.27M | 1.22% | −150−2.3% | Reduced |
| Smithfield Trust Co | 6,390 | $3.27M | 0.17% | +146+2.3% | Added |
| Wunderlich Capital Managemnt | 6,405 | $3.26M | 1.46% | +332+5.5% | Added |
| Brady Family Wealth, LLC | 6,396 | $3.26M | 1.05% | +38+0.6% | Added |
| E Fund Management Co., Ltd. | 6,381 | $3.25M | 0.18% | −2,327−26.7% | Reduced |
| Foster & Motley Inc | 6,377 | $3.25M | 0.22% | +24+0.4% | Added |
| DF Dent & Co Inc | 6,372 | $3.25M | 0.04% | −275−4.1% | Reduced |
| M&R Capital Management Inc | 6,368 | $3.24M | 0.77% | +228+3.7% | Added |
| Two Sigma Investments, LP | 6,354 | $3.24M | 0.01% | −117,857−94.9% | Reduced |
| Farmers National Bank | 6,351 | $3.23M | 0.97% | +851+15.5% | Added |
| Centaurus Financial, Inc. | 6,343 | $3.23M | 0.22% | +2,757+76.9% | Added |
| Signet Investment Advisory Group, Inc. | 6,342 | $3.23M | 1.73% | +416+7.0% | Added |
| Insight Wealth Strategies, LLC | 6,342 | $3.23M | 0.46% | +163+2.6% | Added |
| Harbour Investments, Inc. | 6,336 | $3.23M | 0.11% | +89+1.4% | Added |
| Berkshire Bank | 6,326 | $3.22M | 0.81% | −395−5.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 6,321 | $3.22M | 0.33% | +80+1.3% | Added |
| Somerset Trust Co | 6,299 | $3.21M | 1.32% | +85+1.4% | Added |
| Strategic Advisors LLC | 6,241 | $3.18M | 0.62% | +5+0.1% | Added |
| Davidson Capital Management Inc. | 6,239 | $3.18M | 0.98% | +1,704+37.6% | Added |
| Guardian Wealth Advisors, LLC | 6,235 | $3.18M | 0.37% | +202+3.3% | Added |
| Investment Research & Advisory Group, Inc. | 6,216 | $3.17M | 1.42% | +49+0.8% | Added |
| Harmony Asset Management LLC | 6,178 | $3.15M | 1.32% | −180−2.8% | Reduced |
| Greenfield Savings Bank | 6,178 | $3.15M | 1.62% | −38−0.6% | Reduced |
| First Horizon Advisors, Inc. | 6,139 | $3.13M | 0.10% | −307−4.8% | Reduced |
| Murphy Pohlad Asset Management LLC | 6,109 | $3.11M | 1.34% | −1,500−19.7% | Reduced |
| Cassaday & Co Wealth Management LLC | 6,094 | $3.10M | 0.10% | +541+9.7% | Added |
| L & S Advisors Inc | 6,092 | $3.10M | 0.35% | +1,441+31.0% | Added |
| Renasant Bank | 6,089 | $3.10M | 2.13% | −332−5.2% | Reduced |
| GLOBALT Investments LLC | 6,084 | $3.10M | 0.12% | −226−3.6% | Reduced |
| Norden Group LLC | 6,080 | $3.10M | 0.63% | +820+15.6% | Added |
| Fortis Group Advisors, LLC | 6,073 | $3.09M | 0.61% | −3,835−38.7% | Reduced |
| Brown Miller Wealth Management, LLC | 6,072 | $3.09M | 1.28% | +156+2.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 6,072 | $3.09M | 0.44% | +63+1.0% | Added |
| Modern Wealth Management, LLC | 6,069 | $3.09M | 0.23% | +755+14.2% | Added |
| TrueMark Investments, LLC | 6,046 | $3.08M | 1.05% | +2,193+56.9% | Added |
| Stablepoint Partners, LLC | 5,401 | $3.06M | 0.59% | +424+8.5% | Added |
| Barings LLC | 6,006 | $3.06M | 0.07% | −1,025−14.6% | Reduced |
| Steel Peak Wealth Management LLC | 5,979 | $3.04M | 0.14% | +1,447+31.9% | Added |
| Fagan Associates, Inc. | 5,972 | $3.04M | 0.53% | +87+1.5% | Added |
| Joel Isaacson & Co., LLC | 5,969 | $3.04M | 0.16% | −54−0.9% | Reduced |
| Affiance Financial, LLC | 5,968 | $3.04M | 0.79% | −1,993−25.0% | Reduced |
| Rothschild Investment LLC | 5,944 | $3.03M | 0.21% | +1,560+35.6% | Added |
| Gifford Fong Associates | 5,918 | $3.01M | 0.80% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 5,891 | $3.00M | 0.88% | +208+3.7% | Added |
| Rossmore Private Capital | 5,880 | $2.99M | 0.39% | −24−0.4% | Reduced |
| Northside Capital Management, LLC | 5,863 | $2.99M | 0.51% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 5,855 | $2.98M | 0.45% | +841+16.8% | Added |
| Wealthcare Advisory Partners LLC | 5,847 | $2.98M | 0.09% | +335+6.1% | Added |
| Cetera Trust Company, N.A | 5,835 | $2.97M | 1.87% | −500−7.9% | Reduced |
| Sepio Capital, LP | 5,822 | $2.96M | 0.27% | +20+0.3% | Added |
| M Holdings Securities, Inc. | 5,810 | $2.96M | 0.38% | +5,810 | New |