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 |
|---|---|---|---|---|---|
| Measured Wealth Private Client Group, LLC | 2,507 | $1.28M | 0.45% | −72−2.8% | Reduced |
| Cladis Investment Advisory, LLC | 2,506 | $1.28M | 0.93% | −8−0.3% | Reduced |
| Quinn Opportunity Partners LLC | 2,500 | $1.27M | 0.15% | +2,500 | New |
| Bremer Bank National Association | 2,494 | $1.27M | 0.25% | −74−2.9% | Reduced |
| Strategy Asset Managers LLC | 2,642 | $1.27M | 0.28% | −7,127−73.0% | Reduced |
| CFO4Life Group, LLC | 2,491 | $1.27M | 0.24% | +65+2.7% | Added |
| California First Leasing Corp | 2,489 | $1.27M | 0.57% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 2,530 | $1.27M | 1.34% | +66+2.7% | Added |
| LS Investment Advisors, LLC | 2,485 | $1.27M | 0.20% | −1,295−34.3% | Reduced |
| FinTrust Capital Advisors, LLC | 2,484 | $1.27M | 0.24% | −534−17.7% | Reduced |
| Prentice Wealth Management LLC | 2,465 | $1.26M | 0.41% | +3+0.1% | Added |
| LVW Advisors, LLC | 2,462 | $1.25M | 0.18% | +367+17.5% | Added |
| Semanteon Capital Management, LP | 2,462 | $1.25M | 0.89% | +2,462 | New |
| Nicholas Hoffman & Company, LLC. | 2,447 | $1.25M | 0.06% | −19−0.8% | Reduced |
| First County Bank | 2,447 | $1.25M | 0.64% | −236−8.8% | Reduced |
| Moseley Investment Management Inc | 2,445 | $1.25M | 0.58% | +30+1.2% | Added |
| Clarus Group, Inc. | 2,444 | $1.24M | 0.55% | +884+56.7% | Added |
| Plante Moran Financial Advisors, LLC | 2,443 | $1.24M | 0.12% | +44+1.8% | Added |
| Arbor Capital Management Inc | 2,513 | $1.24M | 1.15% | −96−3.7% | Reduced |
| Callan Family Office, LLC | 2,435 | $1.24M | 0.24% | +791+48.1% | Added |
| Leeward Financial Partners, LLC | 2,427 | $1.24M | 0.50% | −6,901−74.0% | Reduced |
| Riverwater Partners LLC | 2,427 | $1.24M | 0.92% | −53−2.1% | Reduced |
| ORG Partners LLC | 2,490 | $1.23M | 0.15% | +2,338+1,538.2% | Added |
| Childress Capital Advisors, LLC | 2,422 | $1.23M | 0.35% | +254+11.7% | Added |
| Onefund, LLC | 2,420 | $1.23M | 1.34% | +22+0.9% | Added |
| Cornerstone Wealth Advisors, Inc. | 2,418 | $1.23M | 0.37% | +33+1.4% | Added |
| Forte Capital LLC | 2,416 | $1.23M | 0.15% | −4−0.2% | Reduced |
| StrongBox Wealth, LLC | 2,412 | $1.23M | 0.58% | −1,384−36.5% | Reduced |
| Sand Hill Global Advisors, LLC | 2,410 | $1.23M | 0.06% | −36−1.5% | Reduced |
| Breakwater Capital Group | 2,407 | $1.23M | 0.28% | −39−1.6% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 2,401 | $1.22M | 1.55% | −29−1.2% | Reduced |
| SC&H Financial Advisors, Inc. | 2,392 | $1.22M | 0.30% | +2+0.1% | Added |
| Camden Capital, LLC | 2,384 | $1.21M | 0.10% | −385−13.9% | Reduced |
| Richardson Financial Services Inc. | 2,379 | $1.21M | 0.87% | −226−8.7% | Reduced |
| Crawford Investment Counsel Inc | 2,376 | $1.21M | 0.02% | −391−14.1% | Reduced |
| West Michigan Advisors, LLC | 2,370 | $1.21M | 0.38% | −10−0.4% | Reduced |
| Lokken Investment Group LLC | 2,367 | $1.21M | 0.57% | −1,413−37.4% | Reduced |
| Modus Advisors, LLC | 2,364 | $1.20M | 0.43% | +1,100+87.0% | Added |
| MBL Wealth, LLC | 2,359 | $1.20M | 0.13% | −169−6.7% | Reduced |
| Camden National Bank | 2,355 | $1.20M | 0.19% | +694+41.8% | Added |
| Meadow Creek Wealth Advisors LLC | 2,355 | $1.20M | 1.13% | +141+6.4% | Added |
| Cardiff Park Advisors, LLC | 2,354 | $1.20M | 0.12% | +3+0.1% | Added |
| Clarity Financial LLC | 2,351 | $1.20M | 0.18% | −35,788−93.8% | Reduced |
| RKL Wealth Management LLC | 2,350 | $1.20M | 0.12% | +60+2.6% | Added |
| Spirit of America Management Corp | 2,350 | $1.20M | 0.24% | 00.0% | Unchanged |
| HTLF Bank | 2,338 | $1.19M | 0.14% | +11+0.5% | Added |
| Godshalk Welsh Capital Management, Inc. | 2,335 | $1.19M | 0.79% | 00.0% | Unchanged |
| Rogco, LP | 2,334 | $1.19M | 0.48% | −273−10.5% | Reduced |
| CoreFirst Bank & Trust | 2,333 | $1.19M | 0.80% | −3−0.1% | Reduced |
| Epic Trust Investment Advisors, LLC | 2,325 | $1.18M | 1.30% | +178+8.3% | Added |
| Montecito Bank & Trust | 2,325 | $1.18M | 0.24% | −23−1.0% | Reduced |
| InTrack Investment Management Inc | 2,318 | $1.18M | 0.84% | −104−4.3% | Reduced |
| Bluesphere Advisors, LLC | 2,316 | $1.18M | 0.60% | −80−3.3% | Reduced |
| One Wealth Management Investment & Advisory Services, LLC | 2,314 | $1.18M | 0.47% | −166−6.7% | Reduced |
| ICW Investment Advisors LLC | 2,314 | $1.18M | 0.53% | +39+1.7% | Added |
| DGS Capital Management, LLC | 2,311 | $1.18M | 0.33% | −312−11.9% | Reduced |
| Uncommon Cents Investing LLC | 2,310 | $1.18M | 0.37% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 2,306 | $1.17M | 0.45% | +2,306 | New |
| Brandywine Oak Private Wealth LLC | 2,306 | $1.17M | 0.12% | −228−9.0% | Reduced |
| Prudent Man Advisors, LLC | 2,305 | $1.17M | 0.41% | +88+4.0% | Added |
| Peachtree Investment Partners, LLC | 2,304 | $1.17M | 0.46% | −8−0.3% | Reduced |
| Cynosure Management, LLC | 2,301 | $1.17M | 0.19% | +253+12.4% | Added |
| TRUE Private Wealth Advisors | 2,299 | $1.17M | 0.13% | +75+3.4% | Added |
| Park National Corp | 2,295 | $1.17M | 0.04% | +13+0.6% | Added |
| Heritage Wealth Management, Inc. | 2,388 | $1.17M | 0.39% | +2,388 | New |
| Vivaldi Capital Management, LLC | 2,287 | $1.16M | 0.33% | −26−1.1% | Reduced |
| Sompo Asset Management Co., Ltd. | 2,280 | $1.16M | 0.20% | +20+0.9% | Added |
| Lavaca Capital LLC | 2,257 | $1.15M | 0.63% | −997−30.6% | Reduced |
| Keystone Financial Group | 2,252 | $1.15M | 0.41% | −112−4.7% | Reduced |
| SMART Wealth LLC | 2,247 | $1.14M | 0.46% | +99+4.6% | Added |
| CFS Investment Advisory Services, LLC | 2,245 | $1.14M | 0.09% | −29−1.3% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 2,237 | $1.14M | 1.73% | +5+0.2% | Added |
| Smith, Moore & Co. | 2,233 | $1.14M | 0.12% | +65+3.0% | Added |
| Resonant Capital Advisors, LLC | 2,226 | $1.13M | 0.09% | +181+8.9% | Added |
| CVA Family Office, LLC | 2,223 | $1.13M | 0.20% | −94−4.1% | Reduced |
| Colonial River Wealth Management, LLC | 2,219 | $1.13M | 0.61% | −43−1.9% | Reduced |
| Carolinas Wealth Consulting LLC | 2,219 | $1.13M | 0.22% | −135−5.7% | Reduced |
| Weinberger Asset Management, Inc | 2,215 | $1.13M | 0.53% | +7+0.3% | Added |
| Cookson Peirce & Co Inc | 2,211 | $1.13M | 0.05% | +68+3.2% | Added |
| Sageworth Trust Co | 2,210 | $1.13M | 0.07% | +2,210 | New |
| Capital Advisory Group Advisory Services, LLC | 2,208 | $1.12M | 0.48% | +460+26.3% | Added |
| Catalyst Capital Advisors LLC | 2,207 | $1.12M | 0.03% | −58−2.6% | Reduced |
| HCR Wealth Advisors | 2,204 | $1.12M | 0.16% | +84+4.0% | Added |
| Semus Wealth Partners LLC | 2,204 | $1.12M | 0.87% | +347+18.7% | Added |
| Gibbs Wealth Management | 2,202 | $1.12M | 0.45% | +750+51.7% | Added |
| JSF Financial, LLC | 2,202 | $1.12M | 0.34% | +31+1.4% | Added |
| Cable Hill Partners, LLC | 2,199 | $1.12M | 0.12% | +2,199 | New |
| Richard W. Paul & Associates, LLC | 2,198 | $1.12M | 0.43% | +38+1.8% | Added |
| Northwest Bancshares, Inc. | 2,196 | $1.12M | 0.19% | −6−0.3% | Reduced |
| Kolinsky Wealth Management, LLC | 2,191 | $1.12M | 0.80% | −253−10.4% | Reduced |
| Sovereign Financial Group, Inc. | 2,185 | $1.11M | 0.28% | +59+2.8% | Added |
| Arvest Trust Co N A | 2,183 | $1.11M | 0.07% | −120−5.2% | Reduced |
| Tandem Capital Management Corp | 2,275 | $1.11M | 0.61% | −340−13.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,180 | $1.11M | 0.17% | −93−4.1% | Reduced |
| Covenant Partners, LLC | 2,178 | $1.11M | 0.34% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 2,174 | $1.11M | 0.33% | +114+5.5% | Added |
| Consolidated Planning Corp | 2,173 | $1.11M | 0.18% | +11+0.5% | Added |
| CBOE Vest Financial, LLC | 2,172 | $1.11M | 0.03% | +19+0.9% | Added |
| Lederer & Associates Investment Counsel | 2,165 | $1.10M | 0.80% | −148−6.4% | Reduced |
| Argent Advisors, Inc. | 2,156 | $1.10M | 0.44% | +63+3.0% | Added |