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 |
|---|---|---|---|---|---|
| Left Brain Wealth Management, LLC | 4,177 | $2.13M | 0.99% | +67+1.6% | Added |
| Triangle Securities Wealth Management | 4,171 | $2.12M | 0.60% | −6−0.1% | Reduced |
| Oak Associates, Ltd | 4,169 | $2.12M | 0.14% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 4,164 | $2.12M | 0.49% | +264+6.8% | Added |
| Nebula Research & Development LLC | 4,143 | $2.11M | 0.34% | −220−5.0% | Reduced |
| Vista Investment Management | 4,139 | $2.11M | 0.85% | +91+2.2% | Added |
| Lawson Kroeker Investment Management Inc | 4,116 | $2.10M | 0.40% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 4,106 | $2.09M | 0.45% | −170−4.0% | Reduced |
| IMS Capital Management | 3,601 | $2.09M | 0.97% | −131−3.5% | Reduced |
| Mason & Associates Inc | 4,106 | $2.09M | 0.56% | +768+23.0% | Added |
| Capital Management Associates, Inc | 4,100 | $2.09M | 1.26% | +4,100 | New |
| Retirement Guys Formula LLC | 4,097 | $2.09M | 1.00% | +347+9.3% | Added |
| Platform Technology Partners | 4,096 | $2.09M | 0.72% | +4,096 | New |
| NVWM, LLC | 4,093 | $2.08M | 0.56% | +141+3.6% | Added |
| Redwood Investment Management, LLC | 4,019 | $2.08M | 0.18% | −39−1.0% | Reduced |
| Drive Wealth Management, LLC | 4,087 | $2.08M | 0.56% | +210+5.4% | Added |
| Journey Strategic Wealth LLC | 4,086 | $2.08M | 0.09% | +1,044+34.3% | Added |
| V-Square Quantitative Management LLC | 4,082 | $2.08M | 0.34% | −2,543−38.4% | Reduced |
| Secure Asset Management, LLC | 4,073 | $2.07M | 0.39% | +2,289+128.3% | Added |
| Occudo Quantitative Strategies LP | 4,064 | $2.07M | 0.37% | +702+20.9% | Added |
| Prosperitas Financial LLC | 4,062 | $2.07M | 1.26% | +594+17.1% | Added |
| IMA Wealth, Inc. | 4,051 | $2.06M | 0.91% | +54+1.4% | Added |
| Sierra Capital LLC | 4,047 | $2.06M | 0.28% | 00.0% | Unchanged |
| Creegan & Nassoura Financial Group, LLC | 4,035 | $2.05M | 1.41% | 00.0% | Unchanged |
| Quent Capital, LLC | 4,008 | $2.04M | 0.22% | −188−4.5% | Reduced |
| Strategic Blueprint, LLC | 4,000 | $2.04M | 0.14% | −117−2.8% | Reduced |
| Groesbeck Investment Management Corp | 3,996 | $2.04M | 2.82% | +150+3.9% | Added |
| Optas, LLC | 3,994 | $2.03M | 0.52% | −163−3.9% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 3,992 | $2.03M | 0.80% | +456+12.9% | Added |
| Oakworth Capital, Inc. | 3,986 | $2.03M | 0.15% | +349+9.6% | Added |
| Ahl Investment Management, Inc. | 3,984 | $2.03M | 1.49% | −53−1.3% | Reduced |
| Consilium Wealth Advisory, LLC | 3,962 | $2.02M | 1.10% | −242−5.8% | Reduced |
| First Nebraska Trust Co | 3,962 | $2.02M | 0.21% | −89−2.2% | Reduced |
| Revolve Wealth Partners, LLC | 3,953 | $2.01M | 0.33% | −128−3.1% | Reduced |
| Aries Wealth Management | 3,950 | $2.01M | 0.63% | −24−0.6% | Reduced |
| Prosperity Consulting Group, LLC | 3,948 | $2.01M | 0.27% | −39−1.0% | Reduced |
| Legacy Capital Wealth Partners, LLC | 3,947 | $2.01M | 0.51% | +3,947 | New |
| One Wealth Advisors, LLC | 3,587 | $2.00M | 0.43% | +232+6.9% | Added |
| Highview Capital Management LLC | 3,935 | $2.00M | 0.83% | +9+0.2% | Added |
| Cito Capital Group, LLC | 3,926 | $2.00M | 0.78% | +500+14.6% | Added |
| Moss Adams Wealth Advisors LLC | 3,926 | $2.00M | 0.28% | +396+11.2% | Added |
| MGB Wealth Management, LLC | 3,951 | $2.00M | 0.75% | +14+0.4% | Added |
| Oarsman Capital, Inc. | 3,921 | $2.00M | 0.44% | +194+5.2% | Added |
| Scharf Investments, LLC | 3,889 | $1.98M | 0.06% | +161+4.3% | Added |
| Certified Advisory Corp | 3,889 | $1.98M | 0.25% | −343−8.1% | Reduced |
| Everhart Financial Group, Inc. | 3,874 | $1.97M | 0.51% | −126−3.2% | Reduced |
| Sargent Investment Group, LLC | 3,868 | $1.97M | 0.40% | +942+32.2% | Added |
| Menard Financial Group LLC | 3,843 | $1.96M | 1.40% | +61+1.6% | Added |
| Stokes Family Office, LLC | 3,836 | $1.95M | 0.23% | +415+12.1% | Added |
| Emprise Bank | 3,831 | $1.95M | 1.20% | −25−0.6% | Reduced |
| Opal Wealth Advisors, LLC | 3,825 | $1.95M | 0.63% | −77−2.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,547 | $1.95M | 0.02% | −592−14.3% | Reduced |
| Bank Hapoalim BM | 3,818 | $1.94M | 0.27% | −653−14.6% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 3,806 | $1.94M | 1.28% | +175+4.8% | Added |
| Delta Investment Management, LLC | 3,798 | $1.93M | 0.43% | +3,276+627.6% | Added |
| Key Financial Inc | 3,797 | $1.93M | 0.46% | +146+4.0% | Added |
| DT Investment Partners, LLC | 3,775 | $1.92M | 0.17% | +13+0.3% | Added |
| Commons Capital, LLC | 3,770 | $1.92M | 2.31% | +163+4.5% | Added |
| Signature Estate & Investment Advisors LLC | 3,768 | $1.92M | 0.05% | +2,481+192.8% | Added |
| MidWestOne Financial Group, Inc. | 3,768 | $1.92M | 0.35% | −157−4.0% | Reduced |
| Goepper Burkhardt LLC | 3,742 | $1.91M | 0.86% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 3,740 | $1.90M | 0.20% | +358+10.6% | Added |
| Rede Wealth, LLC | 3,734 | $1.90M | 1.75% | +116+3.2% | Added |
| Simon Quick Advisors, LLC | 3,719 | $1.89M | 0.13% | +666+21.8% | Added |
| ZWJ Investment Counsel Inc | 3,699 | $1.88M | 0.08% | +70+1.9% | Added |
| Willner & Heller, LLC | 3,697 | $1.88M | 1.80% | −51−1.4% | Reduced |
| Leonteq Securities AG | 3,695 | $1.88M | 0.26% | −2,258−37.9% | Reduced |
| Fiduciary Group LLC | 3,695 | $1.88M | 0.20% | +18+0.5% | Added |
| Smartleaf Asset Management LLC | 3,864 | $1.88M | 0.31% | +577+17.6% | Added |
| IAM Advisory, LLC | 3,687 | $1.88M | 0.51% | +63+1.7% | Added |
| Hartline Investment Corp | 3,680 | $1.87M | 0.25% | −1,442−28.2% | Reduced |
| US Asset Management LLC | 3,671 | $1.87M | 1.69% | −135−3.5% | Reduced |
| Walter & Keenan Financial Consulting Co | 3,667 | $1.87M | 0.59% | +56+1.6% | Added |
| MWA Asset Management | 3,647 | $1.86M | 1.32% | +426+13.2% | Added |
| Delta Financial Advisors LLC | 3,626 | $1.85M | 0.72% | +28+0.8% | Added |
| Lake Street Financial LLC | 3,623 | $1.84M | 0.24% | −71−1.9% | Reduced |
| Relative Value Partners Group, LLC | 3,623 | $1.84M | 0.24% | +2,538+233.9% | Added |
| BCGM Wealth Management, LLC | 3,615 | $1.84M | 0.64% | −43−1.2% | Reduced |
| Paulson Wealth Management Inc. | 3,601 | $1.83M | 0.54% | −18−0.5% | Reduced |
| Pettee Investors, Inc. | 3,587 | $1.83M | 0.88% | −315−8.1% | Reduced |
| SkyOak Wealth, LLC | 3,583 | $1.82M | 0.43% | +246+7.4% | Added |
| Summit X, LLC | 3,562 | $1.82M | 0.41% | +1,412+65.7% | Added |
| Jacobi Capital Management LLC | 3,560 | $1.81M | 0.16% | −234−6.2% | Reduced |
| Ramirez Asset Management, Inc. | 3,559 | $1.81M | 0.37% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 3,534 | $1.80M | 0.06% | +713+25.3% | Added |
| RMR Wealth Builders | 3,531 | $1.80M | 0.21% | +37+1.1% | Added |
| Foster Group, Inc. | 3,531 | $1.80M | 0.07% | +125+3.7% | Added |
| Hudson Canyon Capital Management | 3,518 | $1.79M | 1.21% | −158−4.3% | Reduced |
| Evernest Financial Advisors, LLC | 3,515 | $1.79M | 0.80% | +120+3.5% | Added |
| Intellectus Partners, LLC | 3,513 | $1.79M | 0.49% | +276+8.5% | Added |
| Money Concepts Capital Corp | 3,511 | $1.79M | 0.15% | +165+4.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,497 | $1.78M | 0.26% | +256+7.9% | Added |
| Aaron Wealth Advisors | 3,489 | $1.78M | 0.25% | −245−6.6% | Reduced |
| Strategic Investment Advisors | 3,489 | $1.78M | 0.22% | −131−3.6% | Reduced |
| Seven Eight Capital, LP | 3,487 | $1.78M | 0.19% | −1,483−29.8% | Reduced |
| Stratos Wealth Advisors, LLC | 3,486 | $1.78M | 0.09% | −2,187−38.6% | Reduced |
| KLCM Advisors, Inc. | 3,485 | $1.77M | 0.22% | −25−0.7% | Reduced |
| Signature Wealth Management Group | 3,485 | $1.77M | 0.78% | +92+2.7% | Added |
| James J. Burns & Company, LLC | 3,482 | $1.77M | 0.35% | +3,482 | New |
| Intact Investment Management Inc. | 3,480 | $1.77M | 0.07% | +380+12.3% | Added |