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 |
|---|---|---|---|---|---|
| Monument Capital Management | 1,863 | $948.6K | 0.28% | −243−11.5% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 1,860 | $947.2K | 0.76% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 1,855 | $944.7K | 0.45% | −277−13.0% | Reduced |
| Aspire Private Capital, LLC | 1,851 | $942.7K | 0.24% | +38+2.1% | Added |
| Valtinson Bruner Financial Planning LLC | 1,851 | $942.7K | 0.37% | −86−4.4% | Reduced |
| Inspire Advisors, LLC | 1,850 | $942.3K | 0.12% | −4−0.2% | Reduced |
| Kingdom Financial Group LLC. | 1,848 | $941.0K | 0.64% | −24−1.3% | Reduced |
| Thrive Wealth Management, LLC | 1,846 | $940.2K | 0.18% | +65+3.6% | Added |
| Asset Management Group, Inc. | 1,846 | $939.9K | 0.18% | +8+0.4% | Added |
| Virginia Wealth Management Group, Inc. | 1,837 | $935.4K | 0.77% | +2+0.1% | Added |
| Mosaic Family Wealth Partners, LLC | 1,836 | $935.1K | 0.15% | +22+1.2% | Added |
| K.J. Harrison & Partners Inc | 1,830 | $931.9K | 0.15% | +490+36.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,829 | $931.4K | 0.00% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 1,824 | $928.7K | 0.70% | −683−27.2% | Reduced |
| Wealthstream Advisors, Inc. | 1,822 | $928.0K | 0.34% | +47+2.6% | Added |
| Alpha Family Trust | 1,820 | $926.9K | 0.54% | −150−7.6% | Reduced |
| Cypress Capital, LLC | 1,819 | $926.3K | 0.25% | −188−9.4% | Reduced |
| Capital Advisors, Ltd. LLC | 1,818 | $926.0K | 0.12% | +121+7.1% | Added |
| Resolute Wealth Strategies, LLC | 1,812 | $922.7K | 0.53% | +1+0.1% | Added |
| Arlington Trust Co LLC | 1,810 | $921.8K | 0.22% | +57+3.3% | Added |
| Quest Partners LLC | 1,809 | $921.3K | 0.12% | −244−11.9% | Reduced |
| Factorial Partners, LLC | 1,800 | $916.7K | 0.56% | −4,200−70.0% | Reduced |
| RiverGlades Family Offices LLC | 1,800 | $916.7K | 0.71% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 1,794 | $913.8K | 0.16% | +40+2.3% | Added |
| Quantum Private Wealth, LLC | 1,792 | $912.6K | 0.32% | −148−7.6% | Reduced |
| Summit Wealth Group, LLC | 1,780 | $906.0K | 0.27% | +11+0.6% | Added |
| TCI Wealth Advisors, Inc. | 1,776 | $904.4K | 0.09% | −47−2.6% | Reduced |
| EdgeRock Capital LLC | 1,764 | $898.6K | 0.70% | +121+7.4% | Added |
| Atlas Private Wealth Advisors | 1,757 | $894.9K | 0.15% | +879+100.1% | Added |
| Broadwater Capital Management LLC | 1,754 | $893.2K | 0.69% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 1,741 | $886.8K | 0.28% | +33+1.9% | Added |
| Webster Bank, N. A. | 1,734 | $883.1K | 0.10% | +124+7.7% | Added |
| Seven Mile Advisory | 1,726 | $879.0K | 0.65% | +90+5.5% | Added |
| FLC Capital Advisors | 1,716 | $873.9K | 0.22% | 00.0% | Unchanged |
| Aire Advisors, LLC | 1,715 | $872.0K | 0.20% | +329+23.7% | Added |
| Five Oceans Advisors | 1,711 | $871.3K | 0.46% | −453−20.9% | Reduced |
| Wealth Group Ltd | 1,709 | $870.3K | 0.26% | 00.0% | Unchanged |
| Soundwatch Capital LLC | 1,709 | $870.3K | 4.79% | +1,709 | New |
| Baker Avenue Asset Management, LP | 1,707 | $869.2K | 0.03% | +92+5.7% | Added |
| Chapin Davis, Inc. | 1,701 | $866.2K | 0.30% | +45+2.7% | Added |
| BluePath Capital Management, LLC | 1,700 | $865.9K | 0.62% | +418+32.6% | Added |
| Presidio Capital Management, LLC | 1,698 | $864.7K | 0.60% | −18−1.0% | Reduced |
| WMS Partners, LLC | 1,697 | $864.2K | 0.06% | +261+18.2% | Added |
| Triad Wealth Partners, LLC | 1,695 | $863.2K | 0.45% | +323+23.5% | Added |
| Fortitude Advisory Group L.L.C. | 1,687 | $859.2K | 0.51% | +68+4.2% | Added |
| Paladin Advisory Group, LLC | 1,735 | $858.2K | 0.67% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,684 | $857.6K | 0.39% | +71+4.4% | Added |
| Centerpoint Advisors, LLC | 1,683 | $857.0K | 0.31% | −83−4.7% | Reduced |
| Magnolia Capital Advisors LLC | 1,683 | $857.0K | 0.48% | −1,549−47.9% | Reduced |
| Quantbot Technologies LP | 1,680 | $855.6K | 0.04% | −24,113−93.5% | Reduced |
| Tompkins Financial Corp | 1,678 | $854.5K | 0.09% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 1,677 | $854.4K | 0.39% | +49+3.0% | Added |
| Gould Asset Management LLC | 1,673 | $852.0K | 0.20% | 00.0% | Unchanged |
| Financial Insights, Inc. | 1,670 | $850.5K | 0.24% | −502−23.1% | Reduced |
| Fiduciary Financial Group, LLC | 1,547 | $849.1K | 0.21% | +1,547 | New |
| Proathlete Wealth Management LLC | 1,665 | $848.1K | 0.40% | +14+0.8% | Added |
| Arcus Capital Partners, LLC | 1,661 | $845.6K | 0.33% | +288+21.0% | Added |
| Texas Capital Bancshares Inc | 1,660 | $845.4K | 0.35% | −11−0.7% | Reduced |
| Bowman & Co S.C. | 1,645 | $840.9K | 0.49% | +83+5.3% | Added |
| Ausdal Financial Partners, Inc. | 1,651 | $840.6K | 0.09% | −9−0.5% | Reduced |
| MV Capital Management, Inc. | 1,650 | $840.3K | 0.09% | −57−3.3% | Reduced |
| LRI Investments, LLC | 1,648 | $839.5K | 0.10% | −71−4.1% | Reduced |
| Detalus Advisors, LLC | 1,645 | $837.6K | 0.29% | +150+10.0% | Added |
| AA Financial Advisors, LLC | 1,644 | $837.2K | 0.30% | −464−22.0% | Reduced |
| West Paces Advisors Inc. | 1,642 | $836.2K | 0.22% | −36−2.1% | Reduced |
| WD Rutherford LLC | 1,635 | $832.6K | 0.42% | −550−25.2% | Reduced |
| Delta Financial Group, Inc. | 1,633 | $832.0K | 0.35% | +21+1.3% | Added |
| S. R. Schill & Associates | 1,634 | $831.9K | 0.36% | +3+0.2% | Added |
| GenTrust, LLC | 1,630 | $830.1K | 0.05% | +310+23.5% | Added |
| 3Chopt Investment Partners, LLC | 1,630 | $830.1K | 0.25% | +1,630 | New |
| Johnson & White Wealth Management, LLC | 1,630 | $830.0K | 0.79% | +98+6.4% | Added |
| Global Trust Asset Management, LLC | 1,627 | $828.5K | 0.33% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 1,625 | $827.5K | 0.43% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 1,672 | $827.1K | 0.09% | +8+0.5% | Added |
| Heron Bay Capital Management | 1,623 | $826.5K | 0.18% | −6−0.4% | Reduced |
| Invenio Wealth Partners LLC | 1,622 | $826.0K | 0.41% | −433−21.1% | Reduced |
| Invesco, LLC | 1,621 | $825.6K | 0.35% | +250+18.2% | Added |
| Fortress Wealth Group, LLC | 1,485 | $823.7K | 0.41% | +223+17.7% | Added |
| Corundum Trust Company, INC | 1,616 | $823.0K | 2.39% | +1,616 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1,615 | $822.5K | 0.23% | +44+2.8% | Added |
| White Pine Capital LLC | 1,613 | $821.4K | 0.31% | +23+1.4% | Added |
| City State Bank | 1,605 | $817.4K | 0.33% | +25+1.6% | Added |
| First Affirmative Financial Network | 1,604 | $816.8K | 0.57% | −106−6.2% | Reduced |
| Fort Point Capital Partners LLC | 1,600 | $814.8K | 0.10% | −7−0.4% | Reduced |
| 1st Source Bank | 1,597 | $813.3K | 0.05% | −84−5.0% | Reduced |
| Sonoma Private Wealth LLC | 1,597 | $813.3K | 1.32% | −56−3.4% | Reduced |
| PrairieView Partners, LLC | 1,589 | $809.0K | 0.09% | +435+37.7% | Added |
| Jeppson Wealth Management, LLC | 1,588 | $808.8K | 0.31% | −150−8.6% | Reduced |
| Savvy Advisors, Inc. | 1,588 | $808.6K | 0.26% | +669+72.8% | Added |
| Baldwin Brothers Inc | 1,581 | $805.1K | 0.06% | −1,094−40.9% | Reduced |
| Saturna Capital CORP | 1,581 | $805.1K | 0.01% | −699−30.7% | Reduced |
| Navellier & Associates Inc | 1,579 | $803.9K | 0.09% | +6+0.4% | Added |
| Farmers Trust Co | 1,578 | $803.6K | 0.16% | −15−0.9% | Reduced |
| Full Sail Capital, LLC | 1,571 | $800.0K | 0.05% | +10+0.6% | Added |
| RFP Financial Group LLC | 1,566 | $797.7K | 0.30% | +21+1.4% | Added |
| GW Henssler & Associates Ltd | 1,565 | $797.0K | 0.05% | +26+1.7% | Added |
| Sather Financial Group Inc | 1,563 | $796.0K | 0.06% | −83−5.0% | Reduced |
| Jacobsen Capital Management | 1,561 | $795.0K | 0.36% | −32−2.0% | Reduced |
| Argus Investors' Counsel, Inc. | 1,552 | $790.5K | 0.49% | −218−12.3% | Reduced |
| Latitude Advisors, LLC | 1,541 | $784.9K | 0.48% | +63+4.3% | Added |