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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 2,622 | $1.51M | 0.10% | +193+7.9% | Added |
| Legacy Bridge, LLC | 2,962 | $1.51M | 0.89% | +5+0.2% | Added |
| Kings Path Partners LLC | 2,962 | $1.51M | 0.71% | +2,962 | New |
| Wealth Management Partners, LLC | 2,955 | $1.50M | 0.73% | −36−1.2% | Reduced |
| Orrstown Financial Services Inc | 2,954 | $1.50M | 0.79% | 00.0% | Unchanged |
| Riverpark Capital Management LLC | 2,953 | $1.50M | 1.99% | +400+15.7% | Added |
| Alera Investment Advisors, LLC | 2,949 | $1.50M | 0.18% | −446−13.1% | Reduced |
| Vectors Research Management, LLC | 2,936 | $1.50M | 0.46% | −2−0.1% | Reduced |
| Beacon Financial Group | 2,933 | $1.49M | 0.17% | −13−0.4% | Reduced |
| E&G Advisors, LP | 2,933 | $1.49M | 0.44% | 00.0% | Unchanged |
| Maia Wealth LLC | 2,898 | $1.49M | 0.45% | +2,898 | New |
| Planning Center, Inc. | 2,927 | $1.49M | 0.19% | 00.0% | Unchanged |
| DRW Securities, LLC | 2,925 | $1.49M | 0.09% | −2,802−48.9% | Reduced |
| Patton Albertson Miller Group, LLC | 2,914 | $1.48M | 0.21% | −5−0.2% | Reduced |
| Kingfisher Capital LLC | 2,887 | $1.47M | 0.34% | +34+1.2% | Added |
| Cahaba Wealth Management, Inc. | 2,884 | $1.47M | 0.13% | +25+0.9% | Added |
| Wilkins Investment Counsel Inc | 2,870 | $1.46M | 0.22% | +20+0.7% | Added |
| Nwam LLC | 2,862 | $1.46M | 0.43% | −471−14.1% | Reduced |
| Absolute Capital Management, LLC | 2,861 | $1.46M | 0.88% | +49+1.7% | Added |
| Keudell/Morrison Wealth Management | 2,856 | $1.45M | 0.43% | −303−9.6% | Reduced |
| Castle Rock Wealth Management, LLC | 2,932 | $1.45M | 0.36% | −91−3.0% | Reduced |
| OV Management LLC | 2,844 | $1.45M | 1.01% | +44+1.6% | Added |
| Harvest Fund Management Co., Ltd | 2,815 | $1.43M | 0.10% | +2,230+381.2% | Added |
| Leisure Capital Management | 2,811 | $1.43M | 0.67% | +20+0.7% | Added |
| Cambridge Advisors Inc. | 2,807 | $1.43M | 0.33% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 2,604 | $1.43M | 1.27% | +2,604 | New |
| Cim Investment Mangement Inc | 2,806 | $1.43M | 0.44% | −33−1.2% | Reduced |
| Live Oak Investment Partners | – | $1.43M | 1.18% | – | New |
| Bank of Stockton | 2,792 | $1.42M | 0.45% | −284−9.2% | Reduced |
| Wallace Advisory Group, LLC | 2,788 | $1.42M | 1.02% | +29+1.1% | Added |
| Midland Wealth Advisors LLC | 2,787 | $1.42M | 0.08% | −340−10.9% | Reduced |
| Apeiron RIA LLC | 2,777 | $1.41M | 0.43% | +93+3.5% | Added |
| Gen-Wealth Partners Inc | 2,768 | $1.41M | 0.68% | +158+6.1% | Added |
| Westside Investment Management, Inc. | 2,767 | $1.41M | 0.32% | +784+39.5% | Added |
| Sunbelt Securities, Inc. | 2,766 | $1.41M | 0.14% | −734−21.0% | Reduced |
| Cromwell Holdings LLC | 2,765 | $1.41M | 0.84% | +2,765 | New |
| ERn Financial, LLC | 2,762 | $1.41M | 0.23% | −22−0.8% | Reduced |
| Sunpointe, LLC | 2,761 | $1.41M | 0.91% | +98+3.7% | Added |
| Gratus Wealth Advisors, LLC | 2,485 | $1.40M | 0.24% | −105−4.1% | Reduced |
| Kensington Investment Counsel, LLC | 2,755 | $1.40M | 0.62% | +8+0.3% | Added |
| Smith, Salley & Associates | 2,751 | $1.40M | 0.10% | +436+18.8% | Added |
| Safeguard Investment Advisory Group, LLC | 2,749 | $1.40M | 0.44% | +515+23.1% | Added |
| Perennial Investment Advisors, LLC | 2,747 | $1.40M | 0.20% | +10+0.4% | Added |
| Syntegra Private Wealth Group, LLC | 2,748 | $1.40M | 0.18% | +37+1.4% | Added |
| BancorpSouth Bank | 2,748 | $1.40M | 0.10% | −6−0.2% | Reduced |
| Concentric Capital Strategies, LP | 2,742 | $1.40M | 0.09% | +2,742 | New |
| Lee Financial Co | 2,738 | $1.39M | 0.23% | −340−11.0% | Reduced |
| Burford Brothers, Inc. | 2,731 | $1.39M | 0.81% | +187+7.4% | Added |
| Cooper Financial Group | 2,731 | $1.39M | 0.20% | +492+22.0% | Added |
| AXS Investments LLC | 2,729 | $1.39M | 0.39% | −3,042−52.7% | Reduced |
| Islay Capital Management, LLC | 2,728 | $1.39M | 1.00% | +402+17.3% | Added |
| Baldwin Investment Management, LLC | 2,726 | $1.39M | 0.19% | −107−3.8% | Reduced |
| Investment Partners, Ltd. | 2,723 | $1.39M | 0.62% | +98+3.7% | Added |
| Arbor Trust Wealth Advisors, LLC | 2,713 | $1.38M | 0.73% | +150+5.9% | Added |
| Everett Harris & Co | 2,705 | $1.38M | 0.02% | +185+7.3% | Added |
| Codex Capital Asset Management L.L.C. | 2,700 | $1.38M | 0.63% | +2,700 | New |
| LVM Capital Management Ltd | 2,699 | $1.37M | 0.16% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 2,692 | $1.37M | 0.76% | −279−9.4% | Reduced |
| Heritage Family Offices, LLP | 2,692 | $1.37M | 0.76% | +2,692 | New |
| TLWM | 2,689 | $1.37M | 0.29% | +32+1.2% | Added |
| Caldwell Investment Management Ltd. | 2,690 | $1.37M | 1.03% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 2,679 | $1.36M | 1.05% | 00.0% | Unchanged |
| United Community Bank | 2,672 | $1.36M | 0.55% | −1,328−33.2% | Reduced |
| Financial Engines Advisors L.L.C. | 2,667 | $1.36M | 0.00% | −849−24.1% | Reduced |
| Enterprise Financial Services Corp | 2,658 | $1.35M | 0.83% | +36+1.4% | Added |
| Sendero Wealth Management, LLC | 2,655 | $1.35M | 0.23% | +978+58.3% | Added |
| Ifrah Financial Services, Inc. | 2,655 | $1.35M | 0.38% | −354−11.8% | Reduced |
| Oak Hill Wealth Advisors, LLC | 2,648 | $1.35M | 0.41% | +2,648 | New |
| Garrison Point Advisors, LLC | 2,646 | $1.35M | 0.89% | −47−1.7% | Reduced |
| Three Seasons Wealth, LLC | 2,645 | $1.35M | 0.74% | +69+2.7% | Added |
| White Lighthouse Investment Management Inc. | 2,630 | $1.34M | 0.26% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 2,610 | $1.33M | 0.24% | +83+3.3% | Added |
| Atlas Capital Advisors LLC | 2,608 | $1.33M | 0.17% | −40−1.5% | Reduced |
| Angeles Wealth Management, LLC | 2,606 | $1.33M | 0.12% | +426+19.5% | Added |
| Alta Advisers Ltd | 2,600 | $1.32M | 0.64% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2,600 | $1.32M | 0.68% | +1,000+62.5% | Added |
| Humankind Investments LLC | 2,598 | $1.32M | 0.35% | −520−16.7% | Reduced |
| MBM Wealth Consultants, LLC | 2,686 | $1.32M | 0.45% | +281+11.7% | Added |
| WR Wealth Planners, LLC | 2,595 | $1.32M | 0.40% | +61+2.4% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 2,591 | $1.32M | 0.37% | −174−6.3% | Reduced |
| Nicolet Bankshares Inc | 2,588 | $1.32M | 0.33% | −128−4.7% | Reduced |
| JT Stratford LLC | 2,586 | $1.32M | 0.24% | −2,726−51.3% | Reduced |
| Essex Savings Bank | 2,586 | $1.32M | 0.35% | +46+1.8% | Added |
| MJP Associates Inc | 2,584 | $1.32M | 0.27% | +93+3.7% | Added |
| MCF Advisors LLC | 2,581 | $1.31M | 0.10% | +82+3.3% | Added |
| Gitterman Wealth Management, LLC | 2,577 | $1.31M | 0.51% | 00.0% | Unchanged |
| Adirondack Trust Co | 2,574 | $1.31M | 0.54% | −4−0.2% | Reduced |
| Stonebrook Private Inc. | 2,574 | $1.31M | 0.38% | −259−9.1% | Reduced |
| Heartland Bank & Trust Co | 2,567 | $1.31M | 0.74% | −966−27.3% | Reduced |
| Aletheian Wealth Advisors LLC | 2,563 | $1.31M | 0.69% | +100+4.1% | Added |
| Nabity-Jensen Investment Management Inc | 2,563 | $1.31M | 1.07% | +8+0.3% | Added |
| Sivia Capital Partners, LLC | 2,562 | $1.30M | 0.87% | −58−2.2% | Reduced |
| Bowen Hanes & Co Inc | 2,561 | $1.30M | 0.04% | −2,175−45.9% | Reduced |
| Evermay Wealth Management LLC | 2,548 | $1.30M | 0.21% | −22−0.9% | Reduced |
| First Financial Bank - Trust Division | 2,539 | $1.29M | 0.13% | −291−10.3% | Reduced |
| Transatlantique Private Wealth LLC | 2,594 | $1.29M | 0.53% | +234+9.9% | Added |
| Archer Investment Corp | 2,521 | $1.28M | 0.37% | +831+49.2% | Added |
| Ethos Financial Group, LLC | 2,486 | $1.28M | 0.23% | +270+12.2% | Added |
| Summit Financial Wealth Advisors, LLC | 2,511 | $1.28M | 0.26% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 2,507 | $1.28M | 0.49% | +169+7.2% | Added |