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 |
|---|---|---|---|---|---|
| Elmwood Wealth Management, Inc. | 5,808 | $2.96M | 1.32% | −329−5.4% | Reduced |
| Globeflex Capital L P | 5,795 | $2.95M | 0.31% | −6,260−51.9% | Reduced |
| Cunning Capital Partners, LP | 5,780 | $2.94M | 1.68% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 5,777 | $2.94M | 0.38% | −73−1.2% | Reduced |
| Avantax Planning Partners, Inc. | 5,774 | $2.94M | 0.09% | −975−14.4% | Reduced |
| New England Research & Management, Inc. | 5,760 | $2.93M | 1.41% | −170−2.9% | Reduced |
| Great Diamond Partners, LLC | 5,749 | $2.93M | 0.69% | −220−3.7% | Reduced |
| Inscription Capital, LLC | 5,735 | $2.92M | 0.47% | −352−5.8% | Reduced |
| Conscious Wealth Investments, LLC | 5,261 | $2.92M | 2.10% | +43+0.8% | Added |
| Anderson Hoagland & Co | 5,928 | $2.92M | 0.31% | −77−1.3% | Reduced |
| Rehmann Capital Advisory Group | 5,721 | $2.91M | 0.21% | −209−3.5% | Reduced |
| Okabena Investment Services Inc | 5,721 | $2.91M | 0.92% | +656+13.0% | Added |
| Privium Fund Management (UK) Ltd | 5,926 | $2.90M | 1.13% | 00.0% | Unchanged |
| Brown Financial Advisors | 5,691 | $2.90M | 1.30% | +5,691 | New |
| Sentinel Trust Co Lba | 5,690 | $2.90M | 0.36% | 00.0% | Unchanged |
| Wealth Architects, LLC | 5,688 | $2.90M | 0.35% | +45+0.8% | Added |
| Trust Co of Toledo NA | 5,675 | $2.89M | 0.42% | +499+9.6% | Added |
| Symphony Financial, Ltd. Co. | 5,900 | $2.88M | 0.53% | +1,540+35.3% | Added |
| Dorchester Wealth Management Co | 5,661 | $2.88M | 0.56% | −2,130−27.3% | Reduced |
| AIMZ Investment Advisors, LLC | 5,645 | $2.87M | 1.03% | −14−0.2% | Reduced |
| CoreCap Advisors, LLC | 5,639 | $2.87M | 0.30% | +642+12.8% | Added |
| Snider Financial Group | 5,631 | $2.87M | 1.11% | +203+3.7% | Added |
| Brasada Capital Management, LP | 5,680 | $2.86M | 0.51% | +535+10.4% | Added |
| Strategic Financial Services, Inc, | 5,609 | $2.86M | 0.18% | −318−5.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,593 | $2.85M | 0.09% | +217+4.0% | Added |
| Gladius Capital Management LP | 5,584 | $2.84M | 2.84% | +2,087+59.7% | Added |
| Wrapmanager Inc | 5,564 | $2.83M | 0.78% | −580−9.4% | Reduced |
| Wealth Alliance | 5,548 | $2.83M | 0.36% | +73+1.3% | Added |
| Parkside Financial Bank & Trust | 5,543 | $2.82M | 0.44% | −100−1.8% | Reduced |
| Patten Group, Inc. | 5,540 | $2.82M | 0.67% | −20.0% | Reduced |
| Wintrust Investments LLC | 5,540 | $2.82M | 0.23% | −1,852−25.1% | Reduced |
| David Loasby | 5,615 | $2.81M | 0.27% | −321−5.4% | Reduced |
| JPL Wealth Management, LLC | 5,481 | $2.79M | 1.37% | +642+13.3% | Added |
| Green Harvest Asset Management LLC | 5,476 | $2.79M | 0.06% | +4,580+511.2% | Added |
| Platte River Wealth Advisors, LLC | 5,476 | $2.79M | 0.78% | 00.0% | Unchanged |
| Hartford Funds Management Co LLC | 5,464 | $2.78M | 0.26% | +593+12.2% | Added |
| Coastal Investment Advisors, Inc. | 5,457 | $2.78M | 0.54% | +37+0.7% | Added |
| Relyea Zuckerberg Hanson LLC | 5,433 | $2.77M | 0.46% | −441−7.5% | Reduced |
| Mission Creek Capital Partners, Inc. | 5,431 | $2.77M | 0.70% | +713+15.1% | Added |
| Formidable Asset Management, LLC | 5,418 | $2.76M | 0.45% | +257+5.0% | Added |
| Rodgers Brothers Inc. | 5,417 | $2.76M | 0.37% | +4,575+543.3% | Added |
| Umpqua Bank | 5,412 | $2.76M | 1.07% | +184+3.5% | Added |
| My Legacy Advisors, LLC | 5,410 | $2.76M | 0.88% | −73−1.3% | Reduced |
| Bourgeon Capital Management LLC | 5,395 | $2.75M | 0.54% | −1,286−19.2% | Reduced |
| Whitener Capital Management, Inc. | 5,392 | $2.75M | 0.83% | +780+16.9% | Added |
| Rice Partnership, LLC | 5,386 | $2.74M | 0.60% | −150−2.7% | Reduced |
| Quadcap Wealth Management, LLC | 5,365 | $2.73M | 0.49% | +1,493+38.6% | Added |
| RB Capital Management, LLC | 5,359 | $2.73M | 0.70% | +67+1.3% | Added |
| Premier Path Wealth Partners, LLC | 5,357 | $2.73M | 0.46% | −276−4.9% | Reduced |
| Hall Capital Management Co Inc | 5,343 | $2.72M | 1.30% | +318+6.3% | Added |
| Skopos Labs, Inc. | 5,521 | $2.70M | 1.16% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 5,306 | $2.70M | 0.48% | +77+1.5% | Added |
| Oxford Wealth Group, LLC | 5,256 | $2.68M | 1.84% | +2,067+64.8% | Added |
| Circle Wealth Management, LLC | 5,250 | $2.67M | 0.06% | −446−7.8% | Reduced |
| Mather Group, LLC. | 5,403 | $2.67M | 0.03% | +408+8.2% | Added |
| Manchester Capital Management LLC | 5,245 | $2.67M | 0.32% | −250−4.5% | Reduced |
| Richwood Investment Advisors, LLC | 5,244 | $2.67M | 2.34% | −21−0.4% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,229 | $2.66M | 0.44% | +107+2.1% | Added |
| Eads & Heald Wealth Management | 5,223 | $2.66M | 1.29% | −182−3.4% | Reduced |
| Prelude Capital Management, LLC | 5,219 | $2.66M | 0.22% | +1,889+56.7% | Added |
| CNB Bank | 5,198 | $2.65M | 1.27% | +1,990+62.0% | Added |
| Red Cedar Investment Management, LLC | 5,195 | $2.65M | 0.36% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 5,182 | $2.64M | 0.57% | +384+8.0% | Added |
| ROI Financial Advisors, LLC | 5,182 | $2.64M | 1.92% | −254−4.7% | Reduced |
| Chemung Canal Trust Co | 5,159 | $2.63M | 0.51% | −50−1.0% | Reduced |
| Greater Midwest Financial Group, LLC | 4,510 | $2.61M | 1.66% | +214+5.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 5,233 | $2.61M | 0.05% | −402−7.1% | Reduced |
| Affinity Investment Advisors, LLC | 5,128 | $2.61M | 1.96% | −4−0.1% | Reduced |
| Harfst & Associates, Inc. | 5,122 | $2.61M | 0.61% | +8+0.2% | Added |
| Eqis Capital Management, Inc. | 5,107 | $2.60M | 0.21% | +84+1.7% | Added |
| Waypoint Capital Advisors, LLC | 5,103 | $2.60M | 0.65% | +43+0.8% | Added |
| Keel Point, LLC | 4,506 | $2.59M | 0.23% | +462+11.4% | Added |
| Moser Wealth Advisors, LLC | 5,060 | $2.58M | 1.40% | +130+2.6% | Added |
| Apexium Financial, LP | 5,034 | $2.56M | 0.18% | −25−0.5% | Reduced |
| Cottage Street Advisors LLC | 5,017 | $2.55M | 1.52% | −45−0.9% | Reduced |
| Cornercap Investment Counsel Inc | 5,014 | $2.55M | 0.42% | −168−3.2% | Reduced |
| Boston Family Office LLC | 5,013 | $2.55M | 0.18% | +220+4.6% | Added |
| Brick & Kyle, Associates | 5,003 | $2.55M | 1.05% | +5,003 | New |
| Susquehanna International Securities, Ltd. | 5,000 | $2.55M | 0.93% | +5,000 | New |
| Marion Wealth Management | 4,969 | $2.53M | 0.74% | +236+5.0% | Added |
| Bigelow Investment Advisors, LLC | 4,968 | $2.53M | 1.21% | −109−2.1% | Reduced |
| Ami Investment Management Inc | 4,962 | $2.53M | 0.88% | +17+0.3% | Added |
| BKM Wealth Management, LLC | 4,961 | $2.53M | 1.21% | −196−3.8% | Reduced |
| L.M. Kohn & Company | 4,956 | $2.52M | 0.68% | −7−0.1% | Reduced |
| Confluence Wealth Services, Inc. | 4,951 | $2.52M | 0.20% | +213+4.5% | Added |
| Sheets Smith Wealth Management | 4,942 | $2.52M | 0.30% | −280−5.4% | Reduced |
| KKM Financial LLC | 4,974 | $2.51M | 1.19% | +36+0.7% | Added |
| Geller Advisors LLC | 4,930 | $2.51M | 0.19% | −306−5.8% | Reduced |
| Van Cleef Asset Management,Inc | 4,918 | $2.50M | 0.31% | −375−7.1% | Reduced |
| Blue Square Asset Management, LLC | 4,915 | $2.50M | 1.46% | −105−2.1% | Reduced |
| MeadowBrook Investment Advisors LLC | 4,907 | $2.50M | 2.37% | −35−0.7% | Reduced |
| LM Advisors LLC | 4,903 | $2.50M | 0.00% | +115+2.4% | Added |
| Ameliora Wealth Management Ltd. | 4,892 | $2.49M | 1.13% | +50+1.0% | Added |
| North Star Investment Management Corp. | 4,889 | $2.49M | 0.18% | −31−0.6% | Reduced |
| RFG Advisory, LLC | 4,888 | $2.49M | 0.08% | +233+5.0% | Added |
| Marcum Wealth, LLC | 4,884 | $2.49M | 0.25% | −52−1.1% | Reduced |
| WP Advisors, LLC | 4,883 | $2.49M | 0.79% | +25+0.5% | Added |
| Monte Financial Group, LLC | 4,870 | $2.48M | 1.09% | +81+1.7% | Added |
| Finivi Inc. | 4,867 | $2.48M | 2.05% | +39+0.8% | Added |
| Vestmark Advisory Solutions, Inc. | 4,866 | $2.48M | 0.10% | −66−1.3% | Reduced |