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 |
|---|---|---|---|---|---|
| HMS Capital Management, LLC | 3,467 | $1.77M | 0.92% | +2+0.1% | Added |
| Semmax Financial Advisors Inc. | 3,071 | $1.76M | 0.53% | −939−23.4% | Reduced |
| KPP Advisory Services LLC | 3,460 | $1.76M | 0.47% | +288+9.1% | Added |
| Tilia Fiduciary Partners, Inc. | 3,456 | $1.76M | 1.38% | +165+5.0% | Added |
| Sterling Investment Counsel, LLC | 3,453 | $1.76M | 0.69% | +29+0.8% | Added |
| Prairie Wealth Advisors, Inc. | 3,449 | $1.76M | 0.89% | −727−17.4% | Reduced |
| Gamco Investors, Inc. Et Al | 3,449 | $1.76M | 0.02% | −1,121−24.5% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 3,445 | $1.75M | 0.91% | +138+4.2% | Added |
| Cobblestone Capital Advisors LLC | 3,443 | $1.75M | 0.11% | −41−1.2% | Reduced |
| Prossimo Advisors, LLC | 3,437 | $1.75M | 1.58% | +299+9.5% | Added |
| Florida Financial Advisors, LLC | 3,768 | $1.75M | 1.05% | +673+21.7% | Added |
| Ted Buchan & Co | 3,433 | $1.75M | 0.94% | +795+30.1% | Added |
| Kirtland Hills Capital Management, LLC | 3,428 | $1.75M | 1.45% | −17−0.5% | Reduced |
| FSM Wealth Advisors, LLC | 3,428 | $1.75M | 0.59% | −99−2.8% | Reduced |
| Intrua Financial, LLC | 3,421 | $1.74M | 0.28% | +556+19.4% | Added |
| Cornerstone Advisory, LLC | 3,413 | $1.74M | 0.24% | −361−9.6% | Reduced |
| Continuum Advisory, LLC | 3,410 | $1.74M | 0.25% | +19+0.6% | Added |
| Ambassador Advisors, LLC | 3,402 | $1.73M | 0.31% | +196+6.1% | Added |
| Doliver Advisors, LP | 3,401 | $1.73M | 0.48% | −8−0.2% | Reduced |
| CFM Wealth Partners LLC | 3,399 | $1.73M | 0.32% | +549+19.3% | Added |
| Parkside Investments, LLC | 3,399 | $1.73M | 0.27% | +1,399+70.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,397 | $1.73M | 0.65% | 00.0% | Unchanged |
| Fullcircle Wealth LLC | 3,089 | $1.73M | 0.85% | +3,089 | New |
| Diversified, LLC | 3,384 | $1.72M | 0.20% | +388+13.0% | Added |
| Catalina Capital Group, LLC | 3,380 | $1.72M | 0.66% | +353+11.7% | Added |
| Hunter Associates Investment Management LLC | 3,372 | $1.72M | 0.29% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 2,978 | $1.72M | 0.07% | +368+14.1% | Added |
| Alta Wealth Advisors LLC | 3,357 | $1.71M | 0.85% | −26−0.8% | Reduced |
| Matrix Trust Co | 3,352 | $1.71M | 0.39% | +181+5.7% | Added |
| Zullo Investment Group, Inc. | 3,351 | $1.71M | 0.75% | +83+2.5% | Added |
| Astoria Portfolio Advisors LLC. | 3,351 | $1.71M | 0.61% | +235+7.5% | Added |
| Defined Wealth Management, LLC | 3,332 | $1.70M | 1.18% | +15+0.5% | Added |
| Cullen Investment Group, Ltd. | 3,331 | $1.70M | 0.27% | +67+2.1% | Added |
| Trust Investment Advisors | 3,330 | $1.70M | 1.08% | −9−0.3% | Reduced |
| Ironwood Investment Counsel, LLC | 3,321 | $1.69M | 0.30% | −167−4.8% | Reduced |
| Sierra Summit Advisors LLC | 3,314 | $1.69M | 0.42% | −10,693−76.3% | Reduced |
| Proficio Capital Partners LLC | 3,310 | $1.69M | 0.18% | −287−8.0% | Reduced |
| KC Investment Advisors, LLC | 3,308 | $1.68M | 0.84% | +122+3.8% | Added |
| MRP Capital Investments, LLC | 3,305 | $1.68M | 1.57% | −460−12.2% | Reduced |
| Pictet Bank & Trust Ltd | 3,300 | $1.68M | 1.71% | −150−4.3% | Reduced |
| CSU Producer Resources, Inc. | 3,300 | $1.68M | 5.60% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 3,287 | $1.67M | 0.69% | +70+2.2% | Added |
| Institute for Wealth Management, LLC. | 3,285 | $1.67M | 0.22% | +93+2.9% | Added |
| Benchmark Investment Advisors LLC | 3,279 | $1.67M | 1.21% | +245+8.1% | Added |
| Linden Thomas Advisory Services, LLC | 3,265 | $1.66M | 0.26% | +526+19.2% | Added |
| Aviance Capital Partners, LLC | 3,249 | $1.65M | 0.24% | −522−13.8% | Reduced |
| Advisor OS, LLC | 3,246 | $1.65M | 0.18% | −149−4.4% | Reduced |
| Benjamin Edwards Inc | 3,239 | $1.65M | 0.32% | −445−12.1% | Reduced |
| Laraway Financial Inc | 3,222 | $1.64M | 1.40% | +2+0.1% | Added |
| Unique Wealth, LLC | 3,233 | $1.64M | 0.43% | +364+12.7% | Added |
| OneAscent Financial Services LLC | 3,218 | $1.64M | 0.23% | −70−2.1% | Reduced |
| Independent Investors Inc | 3,215 | $1.64M | 0.36% | −325−9.2% | Reduced |
| Buckley Wealth Management, LLC | 3,213 | $1.64M | 0.52% | −46−1.4% | Reduced |
| Avidian Wealth Solutions, LLC | 3,196 | $1.63M | 0.08% | +802+33.5% | Added |
| Mendel Money Management | 3,193 | $1.63M | 0.76% | +319+11.1% | Added |
| Mechanics Financial Corp | 3,178 | $1.62M | 0.83% | −24−0.7% | Reduced |
| Missouri Trust & Investment Co | 3,176 | $1.62M | 0.61% | −51−1.6% | Reduced |
| Investment Advisory Services Inc | 3,171 | $1.62M | 0.59% | −187−5.6% | Reduced |
| Northern Financial Advisors Inc | 3,170 | $1.61M | 1.29% | −163−4.9% | Reduced |
| Samalin Investment Counsel, LLC | 3,168 | $1.61M | 0.75% | +266+9.2% | Added |
| SeaCrest Wealth Management, LLC | 3,169 | $1.61M | 0.18% | −1,246−28.2% | Reduced |
| Bellwether Advisors, LLC | 3,165 | $1.61M | 0.34% | −4,941−61.0% | Reduced |
| Invera Wealth Advisors, LLC | 3,195 | $1.61M | 1.65% | −18−0.6% | Reduced |
| Avalon Trust Co | 3,164 | $1.61M | 0.13% | −993−23.9% | Reduced |
| Meridian Financial Partners LLC | 2,848 | $1.61M | 0.95% | +127+4.7% | Added |
| Corundum Group, Inc. | 3,141 | $1.60M | 0.62% | +878+38.8% | Added |
| Brand Asset Management Group, Inc. | 3,136 | $1.60M | 0.67% | −30−0.9% | Reduced |
| CRA Financial Services, LLC | 3,126 | $1.59M | 0.32% | +3+0.1% | Added |
| Westbourne Investment Advisors, Inc. | 3,126 | $1.59M | 0.58% | −62−1.9% | Reduced |
| GoalVest Advisory LLC | 3,124 | $1.59M | 0.51% | +18+0.6% | Added |
| Ellis Investment Partners, LLC | 3,115 | $1.59M | 0.34% | +353+12.8% | Added |
| Ar Asset Management Inc | 3,090 | $1.57M | 0.38% | 00.0% | Unchanged |
| Allstate Corp | 3,090 | $1.57M | 0.13% | −18−0.6% | Reduced |
| Hilltop Partners LLC | 3,088 | $1.57M | 0.58% | +415+15.5% | Added |
| Pacific Capital Partners Ltd | 3,080 | $1.57M | 1.04% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 3,077 | $1.57M | 0.04% | −308−9.1% | Reduced |
| Edge Capital Group, LLC | 3,074 | $1.57M | 0.08% | +5+0.2% | Added |
| Ellevest, Inc. | 3,074 | $1.57M | 0.09% | −31−1.0% | Reduced |
| Golden State Equity Partners | 3,072 | $1.56M | 0.33% | +3,072 | New |
| Maxwell Wealth Strategies Inc. | 3,068 | $1.56M | 0.77% | +7+0.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,065 | $1.56M | 0.49% | +3,065 | New |
| St. Johns Investment Management Company, LLC | 3,059 | $1.56M | 0.74% | −91−2.9% | Reduced |
| Westhampton Capital, LLC | 3,059 | $1.56M | 0.84% | +15+0.5% | Added |
| Prostatis Group LLC | 3,023 | $1.56M | 0.55% | +286+10.4% | Added |
| Crestwood Advisors Group LLC | 3,047 | $1.55M | 0.03% | +188+6.6% | Added |
| Yarbrough Capital, LLC | 3,043 | $1.55M | 0.06% | 00.0% | Unchanged |
| BTG Pactual Asset Management US LLC | 3,036 | $1.55M | 0.39% | +3,036 | New |
| FCG Investment Co | 3,030 | $1.54M | 1.17% | +132+4.6% | Added |
| Lecap Asset Management Ltd | 3,025 | $1.54M | 0.33% | −1,379−31.3% | Reduced |
| Financial Network Wealth Management LLC | 3,021 | $1.54M | 0.59% | +3,021 | New |
| Tolleson Wealth Management, Inc. | 3,014 | $1.53M | 0.30% | +47+1.6% | Added |
| Fiduciary Family Office, LLC | 3,014 | $1.53M | 0.61% | −1,161−27.8% | Reduced |
| Callan Capital, LLC | 3,011 | $1.53M | 0.13% | +1,990+194.9% | Added |
| PFW Advisors LLC | 3,009 | $1.53M | 0.49% | −224−6.9% | Reduced |
| Trail Ridge Investment Advisors, LLC | 3,008 | $1.53M | 0.79% | +342+12.8% | Added |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $1.53M | 0.47% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 2,995 | $1.53M | 0.53% | +140+4.9% | Added |
| Tiemann Investment Advisors, LLC | 2,984 | $1.52M | 0.68% | −60−2.0% | Reduced |
| XML Financial, LLC | 2,980 | $1.52M | 0.15% | −290−8.9% | Reduced |
| Regal Investment Advisors LLC | 2,975 | $1.52M | 0.10% | −127−4.1% | Reduced |