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 |
|---|---|---|---|---|---|
| Alpha DNA Investment Management LLC | 2,156 | $1.10M | 0.62% | −1,682−43.8% | Reduced |
| Saxon Interests, Inc. | 2,153 | $1.10M | 0.52% | +62+3.0% | Added |
| 180 Wealth Advisors, LLC | 2,169 | $1.09M | 0.18% | +230+11.9% | Added |
| Private Wealth Partners, LLC | 2,147 | $1.09M | 0.08% | +1,181+122.3% | Added |
| Taylor Hoffman Wealth Management | 2,200 | $1.09M | 0.44% | +100+4.8% | Added |
| Pennsylvania Capital Management Inc | 2,132 | $1.09M | 0.42% | −9−0.4% | Reduced |
| American Money Management, LLC | 2,130 | $1.08M | 0.23% | +12+0.6% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,129 | $1.08M | 0.12% | −1,874−46.8% | Reduced |
| Reuter James Wealth Management, LLC | 2,129 | $1.08M | 0.80% | −253−10.6% | Reduced |
| Duff & Phelps Investment Management Co | 2,124 | $1.08M | 0.01% | −8,549−80.1% | Reduced |
| Kerrisdale Advisers, LLC | 2,117 | $1.08M | 0.34% | −1,758−45.4% | Reduced |
| Aspen Wealth Strategies, LLC | 1,876 | $1.08M | 0.75% | −72−3.7% | Reduced |
| Trust Co of the South | 2,108 | $1.07M | 0.25% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 2,106 | $1.07M | 0.23% | −26−1.2% | Reduced |
| Scientech Research LLC | 2,104 | $1.07M | 0.22% | +2,104 | New |
| Beck Mack & Oliver LLC | 2,102 | $1.07M | 0.02% | −25−1.2% | Reduced |
| 626 Financial, LLC | 2,100 | $1.07M | 0.62% | −36−1.7% | Reduced |
| Hussman Strategic Advisors, Inc. | 2,100 | $1.07M | 0.29% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 2,100 | $1.07M | 0.15% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 2,100 | $1.07M | 0.29% | +2,100 | New |
| Texas Yale Capital Corp. | 2,090 | $1.06M | 0.05% | +47+2.3% | Added |
| Clean Yield Group | 2,087 | $1.06M | 0.40% | +42+2.1% | Added |
| Correct Capital Wealth Management | 2,086 | $1.06M | 0.25% | +350+20.2% | Added |
| Drucker Wealth 3.0, LLC | 2,086 | $1.06M | 0.28% | +2,086 | New |
| Parnassus Investments | 2,083 | $1.06M | 0.00% | +300+16.8% | Added |
| SRS Capital Advisors, Inc. | 2,067 | $1.05M | 0.10% | +101+5.1% | Added |
| Castle Wealth Management LLC | 2,063 | $1.05M | 0.50% | +93+4.7% | Added |
| Analyst IMS Investment Management Services Ltd. | 2,062 | $1.05M | 0.04% | +938+83.5% | Added |
| Baker Tilly Wealth Management, LLC | 2,061 | $1.05M | 0.43% | −3,032−59.5% | Reduced |
| Bard Financial Services, Inc. | 2,060 | $1.05M | 0.11% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 2,052 | $1.05M | 0.12% | +817+66.2% | Added |
| Convergence Investment Partners, LLC | 2,052 | $1.04M | 0.31% | −50−2.4% | Reduced |
| Bank of Hawaii | 2,050 | $1.04M | 0.05% | −2,268−52.5% | Reduced |
| Waterfront Wealth Inc. | 2,046 | $1.04M | 0.28% | +13+0.6% | Added |
| Duncan Williams Asset Management, LLC | 2,046 | $1.04M | 0.88% | +182+9.8% | Added |
| North Ridge Wealth Advisors, Inc. | 2,044 | $1.04M | 0.79% | −125−5.8% | Reduced |
| Pinnacle Bancorp, Inc. | 2,040 | $1.04M | 0.31% | −11−0.5% | Reduced |
| BSW Wealth Partners | 2,039 | $1.04M | 0.17% | +65+3.3% | Added |
| Abacus Planning Group, Inc. | 2,038 | $1.04M | 0.20% | +260+14.6% | Added |
| Peak Asset Management, LLC | 2,037 | $1.04M | 0.20% | −54−2.6% | Reduced |
| Prosperity Financial Group, Inc. | 2,033 | $1.04M | 0.65% | +41+2.1% | Added |
| Evergreen Wealth Management, LLC | 2,032 | $1.03M | 0.69% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 2,028 | $1.03M | 0.08% | −513−20.2% | Reduced |
| Independent Solutions Wealth Management, LLC | 2,026 | $1.03M | 0.24% | +35+1.8% | Added |
| Armstrong Advisory Group, Inc | 2,020 | $1.03M | 0.09% | −368−15.4% | Reduced |
| McLean Asset Management Corp | 2,052 | $1.03M | 0.33% | −36−1.7% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,017 | $1.03M | 0.39% | +159+8.6% | Added |
| Abundance Wealth Counselors | 2,010 | $1.02M | 0.47% | +2,010 | New |
| Copperwynd Financial, LLC | 1,775 | $1.02M | 0.33% | +346+24.2% | Added |
| First Pacific Financial | 2,006 | $1.02M | 0.26% | +123+6.5% | Added |
| Patron Partners Advisors, LLC | 2,005 | $1.02M | 0.60% | +48+2.5% | Added |
| Vicus Capital | 2,004 | $1.02M | 0.09% | +191+10.5% | Added |
| Franklin Street Advisors Inc | 2,002 | $1.02M | 0.07% | −317−13.7% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 2,000 | $1.02M | 0.06% | −275−12.1% | Reduced |
| Monetta Financial Services Inc | 2,000 | $1.02M | 0.88% | 00.0% | Unchanged |
| Epiq Partners, LLC | 2,000 | $1.02M | 0.69% | 00.0% | Unchanged |
| Lumbard & Kellner, LLC | 2,000 | $1.02M | 0.48% | +2,000 | New |
| FRG Family Wealth Advisors LLC | 1,787 | $1.02M | 0.20% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 1,991 | $1.01M | 0.64% | −394−16.5% | Reduced |
| Kozak & Associates, Inc. | 2,067 | $1.01M | 0.25% | −483−18.9% | Reduced |
| Mill Creek Capital Advisors, LLC | 1,983 | $1.01M | 0.03% | +332+20.1% | Added |
| Patrick M Sweeney & Associates, Inc | 1,991 | $1.01M | 0.81% | +93+4.9% | Added |
| New Republic Capital, LLC | 1,977 | $1.01M | 0.51% | +270+15.8% | Added |
| Profit Investment Management, LLC | 1,974 | $1.01M | 0.63% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 1,969 | $1.00M | 0.26% | +218+12.5% | Added |
| Leo Wealth, LLC | 1,998 | $1.00M | 0.10% | +886+79.7% | Added |
| Opinicus Capital, Inc. | 1,965 | $1.00M | 0.84% | −203−9.4% | Reduced |
| Cornerstone Wealth Management, LLC | 1,964 | $1.00M | 0.08% | +98+5.3% | Added |
| First Financial Corp | 1,961 | $998.6K | 0.51% | −35−1.8% | Reduced |
| Aveo Capital Partners, LLC | 1,960 | $998.0K | 0.11% | −167−7.9% | Reduced |
| WealthTrust Axiom LLC | 1,959 | $997.6K | 0.33% | +20+1.0% | Added |
| Iams Wealth Management, LLC | 1,958 | $997.1K | 0.55% | +235+13.6% | Added |
| Davies Financial Advisors, Inc. | 1,958 | $997.1K | 0.93% | −155−7.3% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 1,948 | $992.0K | 0.34% | −66−3.3% | Reduced |
| Chickasaw Capital Management LLC | 1,948 | $992.0K | 0.04% | +5+0.3% | Added |
| Sunburst Financial Group, LLC | 1,946 | $991.1K | 0.27% | +105+5.7% | Added |
| Founders Capital Management, LLC | 1,939 | $987.6K | 0.18% | 00.0% | Unchanged |
| Legacy Edge Advisors, LLC | 1,939 | $987.5K | 0.18% | +168+9.5% | Added |
| Unique Wealth Strategies, LLC | 1,989 | $984.0K | 0.46% | 00.0% | Unchanged |
| Renaissance Group LLC | 1,929 | $982.4K | 0.04% | −57,946−96.8% | Reduced |
| Sound Income Strategies, LLC | 1,911 | $973.1K | 0.06% | +20+1.1% | Added |
| 1776 Wealth LLC | 1,907 | $971.2K | 0.44% | +39+2.1% | Added |
| IVC Wealth Advisors LLC | 1,905 | $970.2K | 0.54% | +37+2.0% | Added |
| STAR Financial Bank | 1,900 | $967.6K | 0.75% | −275−12.6% | Reduced |
| Asset Advisors Investment Management, LLC | 1,900 | $967.6K | 0.11% | −22−1.1% | Reduced |
| Droms Strauss Advisors Inc | 1,897 | $966.0K | 0.35% | −776−29.0% | Reduced |
| Tobam | 1,891 | $963.0K | 0.15% | −2,185−53.6% | Reduced |
| Diamant Asset Management, Inc. | 1,890 | $962.5K | 0.64% | +150+8.6% | Added |
| Financial Security Advisor, Inc. | 1,890 | $962.5K | 0.32% | +17+0.9% | Added |
| First American Trust, FSB | 1,889 | $961.7K | 0.10% | +239+14.5% | Added |
| PBMares Wealth Management LLC | 1,888 | $961.4K | 0.24% | +77+4.3% | Added |
| My Personal CFO, LLC | 1,882 | $958.4K | 0.51% | −19−1.0% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 1,881 | $957.9K | 0.22% | −7,985−80.9% | Reduced |
| Smart Portfolios, LLC | 1,877 | $955.9K | 0.96% | +275+17.2% | Added |
| Gouws Capital LLC | 1,876 | $955.4K | 0.68% | −6,623−77.9% | Reduced |
| Silver Oak Securities, Inc | 1,872 | $953.2K | 0.14% | +112+6.4% | Added |
| Altrafin AG | 1,870 | $952.3K | 0.35% | +35+1.9% | Added |
| Total Clarity Wealth Management, Inc. | 1,867 | $950.8K | 0.33% | −361−16.2% | Reduced |
| Campion Asset Management LLC | 1,867 | $950.8K | 0.75% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 1,867 | $950.6K | 0.34% | −268−12.6% | Reduced |