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 |
|---|---|---|---|---|---|
| Arete Wealth Advisors, LLC | 4,922 | $2.47M | 0.20% | +4,922 | New |
| Itau Unibanco Holding S.A. | 4,846 | $2.47M | 0.10% | +4,846 | New |
| TrinityPoint Wealth, LLC | 4,845 | $2.47M | 0.39% | −4,608−48.7% | Reduced |
| Criterion Capital Advisors, LLC | 4,833 | $2.46M | 1.55% | +104+2.2% | Added |
| Magnus Financial Group LLC | 4,833 | $2.46M | 0.28% | +67+1.4% | Added |
| Next Century Growth Investors LLC | 4,833 | $2.46M | 0.20% | −12−0.2% | Reduced |
| PDS Planning, Inc | 4,823 | $2.46M | 0.25% | −136−2.7% | Reduced |
| Country Club Bank | 5,047 | $2.46M | 0.17% | +67+1.3% | Added |
| Counterweight Ventures, LLC | 4,808 | $2.45M | 1.85% | +74+1.6% | Added |
| Second Line Capital, LLC | 4,798 | $2.44M | 0.75% | +402+9.1% | Added |
| Chesapeake Wealth Management | 4,791 | $2.44M | 0.88% | −14−0.3% | Reduced |
| Boomfish Wealth Group, LLC | 4,784 | $2.44M | 1.58% | +121+2.6% | Added |
| Alaethes Wealth LLC | 4,777 | $2.43M | 1.01% | +130+2.8% | Added |
| McDonald Partners LLC | 4,770 | $2.43M | 0.65% | +49+1.0% | Added |
| Centiva Capital, LP | 4,770 | $2.43M | 0.12% | −128−2.6% | Reduced |
| Palumbo Wealth Management LLC | 4,770 | $2.43M | 1.03% | +792+19.9% | Added |
| Kathmere Capital Management, LLC | 4,768 | $2.43M | 0.26% | +958+25.1% | Added |
| Interchange Capital Partners, LLC | 4,768 | $2.43M | 0.89% | +3,256+215.3% | Added |
| Court Place Advisors, LLC | 4,759 | $2.42M | 0.76% | −70−1.4% | Reduced |
| Hilltop National Bank | 4,754 | $2.42M | 0.78% | −129−2.6% | Reduced |
| Palouse Capital Management, Inc. | 4,752 | $2.42M | 1.62% | −150−3.1% | Reduced |
| Cidel Asset Management Inc | 4,740 | $2.41M | 0.19% | +200+4.4% | Added |
| FORA Capital, LLC | 4,728 | $2.41M | 0.29% | −36,727−88.6% | Reduced |
| Wolverine Asset Management LLC | 4,721 | $2.40M | 0.05% | +185+4.1% | Added |
| Parsons Capital Management Inc | 4,720 | $2.40M | 0.16% | −458−8.8% | Reduced |
| Sage Mountain Advisors LLC | 4,720 | $2.40M | 0.22% | +939+24.8% | Added |
| BigSur Wealth Management LLC | 4,718 | $2.40M | 0.74% | +187+4.1% | Added |
| Sentry Investment Management LLC | 4,714 | $2.40M | 1.07% | −965−17.0% | Reduced |
| Personal Cfo Solutions, LLC | 4,711 | $2.40M | 0.37% | +3+0.1% | Added |
| Alberta Investment Management Corp | 4,709 | $2.40M | 0.03% | −19,992−80.9% | Reduced |
| First National Advisers, LLC | 4,700 | $2.39M | 0.44% | +388+9.0% | Added |
| Meeder Asset Management Inc | 4,692 | $2.39M | 0.17% | −21,839−82.3% | Reduced |
| Welch & Forbes LLC | 4,820 | $2.38M | 0.03% | +86+1.8% | Added |
| Stableford Capital II LLC | 4,152 | $2.38M | 0.94% | +14+0.3% | Added |
| JNBA Financial Advisors | 4,666 | $2.38M | 0.25% | 00.0% | Unchanged |
| Manhattan West Asset Management, LLC | 4,666 | $2.38M | 0.64% | −1,803−27.9% | Reduced |
| Canandaigua National Bank & Trust Co | 4,656 | $2.37M | 0.26% | −459−9.0% | Reduced |
| Sterling Investment Management, Inc. | 4,656 | $2.37M | 1.80% | −608−11.6% | Reduced |
| Harvey Investment Co LLC | 4,651 | $2.37M | 0.28% | −50−1.1% | Reduced |
| Means Investment Co., Inc. | 4,629 | $2.36M | 0.28% | −727−13.6% | Reduced |
| Applied Capital LLC | 4,615 | $2.35M | 2.05% | +152+3.4% | Added |
| Paralel Advisors LLC | 4,615 | $2.35M | 0.11% | +568+14.0% | Added |
| Oak Asset Management, LLC | 4,614 | $2.35M | 0.86% | 00.0% | Unchanged |
| One Capital Management, LLC | 4,611 | $2.35M | 0.08% | +1,864+67.9% | Added |
| Fielder Capital Group LLC | 4,597 | $2.34M | 0.90% | −12−0.3% | Reduced |
| Payden & Rygel Investment Group | 4,580 | $2.33M | 0.19% | −25,800−84.9% | Reduced |
| Payden & Rygel | 4,580 | $2.33M | 0.19% | −25,800−84.9% | Reduced |
| Aft, Forsyth & Sober, LLC | 4,575 | $2.33M | 0.80% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 4,572 | $2.33M | 0.52% | +616+15.6% | Added |
| Perbak Capital Partners LLP | 4,570 | $2.33M | 0.69% | +4,570 | New |
| SilverOak Wealth Management LLC | 4,526 | $2.30M | 0.55% | −15−0.3% | Reduced |
| Cape Ann Savings Bank | 4,520 | $2.30M | 1.43% | −165−3.5% | Reduced |
| Main Street Financial Solutions, LLC | 4,514 | $2.30M | 0.22% | +338+8.1% | Added |
| Accretive Wealth Partners, LLC | 4,509 | $2.30M | 0.96% | +50+1.1% | Added |
| Trueblood Wealth Management, LLC | 4,494 | $2.29M | 1.29% | −247−5.2% | Reduced |
| Pure Financial Advisors, Inc. | 4,469 | $2.28M | 0.06% | +73+1.7% | Added |
| Voya Financial Advisors, Inc. | 4,671 | $2.27M | 0.26% | +232+5.2% | Added |
| Northeast Financial Group, Inc. | 4,446 | $2.26M | 0.97% | +146+3.4% | Added |
| Weaver Capital Management LLC | 4,443 | $2.26M | 0.73% | −38−0.8% | Reduced |
| Wealth Effects LLC | 4,427 | $2.25M | 0.82% | +901+25.6% | Added |
| Summit Place Financial Advisors, LLC | 4,416 | $2.25M | 1.33% | +3,001+212.1% | Added |
| Advisory Alpha, LLC | 4,415 | $2.25M | 0.09% | +320+7.8% | Added |
| LaFleur & Godfrey LLC | 4,414 | $2.25M | 0.33% | +57+1.3% | Added |
| Gilliland Jeter Wealth Management LLC | 4,411 | $2.25M | 0.76% | −190−4.1% | Reduced |
| CIC Wealth, LLC | 4,407 | $2.24M | 0.62% | +186+4.4% | Added |
| Cahill Financial Advisors Inc | 4,406 | $2.24M | 0.31% | +6+0.1% | Added |
| Financial Advocates Investment Management | 4,381 | $2.23M | 0.14% | −246−5.3% | Reduced |
| Radnor Capital Management, LLC | 4,379 | $2.23M | 0.68% | −205−4.5% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 4,377 | $2.23M | 0.55% | −10−0.2% | Reduced |
| Symmetry Partners, LLC | 4,371 | $2.23M | 0.11% | −1,579−26.5% | Reduced |
| Canopy Partners, LLC | 4,369 | $2.22M | 1.03% | −148−3.3% | Reduced |
| Beaumont Financial Advisors, LLC | 4,369 | $2.22M | 0.18% | −44−1.0% | Reduced |
| Schear Investment Advisers, LLC | 4,352 | $2.22M | 1.60% | +86+2.0% | Added |
| Catalyst Financial Partners LLC | 4,325 | $2.20M | 0.48% | +382+9.7% | Added |
| Fairfield Financial Advisors, LTD | 4,309 | $2.19M | 0.79% | +4,309 | New |
| Aspiriant, LLC | 4,308 | $2.19M | 0.09% | −1,759−29.0% | Reduced |
| Ellenbecker Investment Group | 4,302 | $2.19M | 0.44% | +142+3.4% | Added |
| Financial Perspectives, Inc | 4,299 | $2.19M | 0.81% | +20.0% | Added |
| Legato Capital Management LLC | 4,293 | $2.19M | 0.29% | −1,437−25.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 4,282 | $2.18M | 0.17% | −247−5.5% | Reduced |
| Northcape Wealth Management, LLC | 4,277 | $2.18M | 0.78% | +142+3.4% | Added |
| Vise Technologies, Inc. | 4,276 | $2.18M | 0.38% | −378−8.1% | Reduced |
| Tyche Wealth Partners LLC | 4,275 | $2.18M | 0.53% | +470+12.4% | Added |
| IFG Advisory, LLC | 4,272 | $2.18M | 0.14% | +4,272 | New |
| Altfest L J & Co Inc | 4,262 | $2.17M | 0.30% | −449−9.5% | Reduced |
| Morris Retirement Advisors, LLC | 4,261 | $2.17M | 1.24% | −695−14.0% | Reduced |
| Park Place Capital Corp | 4,251 | $2.16M | 0.69% | +74+1.8% | Added |
| First Business Financial Services, Inc. | 4,243 | $2.16M | 0.23% | +77+1.8% | Added |
| Horizon Investment Services, LLC | 4,236 | $2.16M | 1.02% | −872−17.1% | Reduced |
| Hardy Reed LLC | 4,224 | $2.15M | 0.22% | +4,224 | New |
| Trust Point Inc. | 4,215 | $2.15M | 0.17% | −68−1.6% | Reduced |
| SWS Partners | 4,232 | $2.15M | 0.64% | −892−17.4% | Reduced |
| Frisch Financial Group, Inc. | 4,209 | $2.14M | 0.65% | −88−2.0% | Reduced |
| Mayflower Financial Advisors, LLC | 4,208 | $2.14M | 0.35% | +85+2.1% | Added |
| Townsend & Associates, Inc | 3,752 | $2.14M | 0.24% | −36−1.0% | Reduced |
| Freedom Day Solutions, LLC | 4,191 | $2.13M | 0.72% | −185−4.2% | Reduced |
| Vista Finance, LLC | 4,189 | $2.13M | 3.27% | +93+2.3% | Added |
| 9258 Wealth Management, LLC | 4,188 | $2.13M | 0.33% | −77−1.8% | Reduced |
| Empire Financial Management Company, LLC | 4,179 | $2.13M | 0.70% | +136+3.4% | Added |
| Romano Brothers and Company | 4,178 | $2.13M | 0.29% | +32+0.8% | Added |