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 |
|---|---|---|---|---|---|
| Caitlin John, LLC | 1,540 | $784.3K | 0.57% | +806+109.8% | Added |
| Mitchell Sinkler & Starr | 1,389 | $784.0K | 0.20% | +261+23.1% | Added |
| Principal Street Partners, LLC | 1,535 | $781.9K | 0.14% | −33−2.1% | Reduced |
| Verum Partners LLC | 1,531 | $779.6K | 0.25% | −7−0.5% | Reduced |
| Oxinas Partners Wealth Management LLC | 1,530 | $779.3K | 0.52% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,529 | $778.7K | 0.09% | −523−25.5% | Reduced |
| Quantum Financial Advisors, LLC | 1,522 | $775.3K | 0.14% | 00.0% | Unchanged |
| LWMG, LLC | 1,519 | $773.5K | 0.16% | +11+0.7% | Added |
| Proffitt & Goodson Inc | 1,517 | $772.5K | 0.14% | −28−1.8% | Reduced |
| LaSalle St. Investment Advisors, LLC | 1,514 | $771.0K | 0.39% | +940+163.8% | Added |
| Onyx Bridge Wealth Group LLC | 1,511 | $769.6K | 0.13% | −140−8.5% | Reduced |
| Sunflower Bank, N.A. | 1,511 | $769.5K | 0.18% | +26+1.8% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,505 | $766.5K | 0.31% | +4+0.3% | Added |
| AllSquare Wealth Management LLC | 1,502 | $764.9K | 0.46% | 00.0% | Unchanged |
| Tandem Investment Advisors, Inc. | 1,500 | $764.0K | 0.03% | −31−2.0% | Reduced |
| Harbert Fund Advisors, Inc. | 1,500 | $763.9K | 0.61% | −1,000−40.0% | Reduced |
| Parcion Private Wealth LLC | 1,500 | $763.9K | 0.07% | +277+22.6% | Added |
| Heritage Oak Wealth Advisors LLC | 1,499 | $763.4K | 0.39% | +1,499 | New |
| McKinley Capital Management LLC /Delaware | 1,496 | $762.1K | 0.13% | −22,606−93.8% | Reduced |
| Sonata Capital Group Inc | 1,497 | $762.0K | 0.39% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,495 | $761.3K | 0.21% | −4,100−73.3% | Reduced |
| Y.D. More Investments Ltd | 1,488 | $757.6K | 0.08% | −764−33.9% | Reduced |
| Clifford Group, LLC | 1,481 | $754.3K | 0.61% | +14+1.0% | Added |
| Ssi Investment Management LLC | 1,481 | $754.2K | 0.06% | 00.0% | Unchanged |
| SFMG, LLC | 1,481 | $754.1K | 0.07% | −90−5.7% | Reduced |
| Summit Wealth Partners, LLC | 1,475 | $751.2K | 0.16% | −173−10.5% | Reduced |
| Copperleaf Capital, LLC | 1,475 | $751.1K | 0.60% | −27−1.8% | Reduced |
| Laidlaw Wealth Management LLC | 1,474 | $750.6K | 0.41% | −399−21.3% | Reduced |
| Pointe Capital Management LLC | 1,473 | $750.1K | 0.47% | +16+1.1% | Added |
| Stephenson National Bank & Trust | 1,472 | $749.6K | 0.26% | −97−6.2% | Reduced |
| Kanawha Capital Management LLC | 1,468 | $747.6K | 0.06% | +186+14.5% | Added |
| OmniStar Financial Group, Inc. | 1,468 | $747.5K | 0.68% | +30+2.1% | Added |
| Invst, LLC | 1,510 | $747.1K | 0.08% | +252+20.0% | Added |
| Gerber, LLC | 1,463 | $745.0K | 0.59% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 1,456 | $741.5K | 0.38% | −34−2.3% | Reduced |
| Marotta Asset Management | 1,499 | $741.5K | 0.15% | +37+2.5% | Added |
| Claris Advisors, LLC | 1,454 | $740.5K | 0.38% | +21+1.5% | Added |
| General Partner, Inc. | 1,446 | $736.4K | 0.47% | +5+0.3% | Added |
| Agate Pass Investment Management, LLC | 1,446 | $736.4K | 0.39% | +949+190.9% | Added |
| Virtue Capital Management, LLC | 1,321 | $734.7K | 0.13% | −176−11.8% | Reduced |
| Columbus Macro, LLC | 1,461 | $734.6K | 0.28% | −10−0.7% | Reduced |
| Seeds Investor LLC | 1,442 | $734.5K | 0.38% | +144+11.1% | Added |
| Everpar Advisors LLC | 1,438 | $732.3K | 0.37% | +231+19.1% | Added |
| ODonnell Financial Services, LLC | 1,436 | $731.3K | 0.32% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 1,436 | $731.0K | 0.07% | −12−0.8% | Reduced |
| TCM Advisors, LLC | – | $729.8K | 0.64% | – | – |
| Clear Creek Financial Management, LLC | 1,430 | $728.2K | 0.09% | +2+0.1% | Added |
| Kraft, Davis & Associates, LLC | 1,268 | $726.0K | 0.22% | 00.0% | Unchanged |
| Washington Trust Co | 1,421 | $723.7K | 0.03% | −28−1.9% | Reduced |
| Oxford Financial Group Ltd | 1,417 | $721.9K | 0.05% | +299+26.7% | Added |
| Cassia Capital Partners, LLC | 1,416 | $721.1K | 0.48% | +158+12.6% | Added |
| Resurgent Financial Advisors LLC | 1,404 | $715.0K | 0.44% | +38+2.8% | Added |
| Summit Financial Strategies, Inc. | 1,403 | $714.4K | 0.09% | −47−3.2% | Reduced |
| Fiduciary Alliance LLC | 1,431 | $713.2K | 0.12% | +582+68.6% | Added |
| TradeLink Capital LLC | 1,400 | $713.0K | 2.06% | +1,400 | New |
| Valley National Advisers Inc | 1,397 | $711.0K | 0.11% | +106+8.2% | Added |
| JJJ Advisors Inc. | 1,392 | $708.9K | 0.15% | −422−23.3% | Reduced |
| Coppell Advisory Solutions LLC | 1,388 | $706.9K | 0.12% | +1,388 | New |
| Park Edge Advisors, LLC | 1,384 | $704.9K | 0.22% | −167−10.8% | Reduced |
| Verdad Advisers, LP | 1,381 | $703.3K | 0.81% | +339+32.5% | Added |
| Hemington Wealth Management | 1,379 | $702.0K | 0.24% | −21−1.5% | Reduced |
| American State Bank (Iowa) | 1,375 | $700.2K | 0.45% | +81+6.3% | Added |
| Whalen Wealth Management Inc. | 1,372 | $698.7K | 0.55% | +1+0.1% | Added |
| Washington Capital Management Inc | 1,370 | $697.7K | 0.59% | −40−2.8% | Reduced |
| Townsend Asset Management Corp | 1,370 | $697.7K | 0.27% | −1,007−42.4% | Reduced |
| WealthBridge Capital Management, LLC | 1,366 | $695.6K | 0.23% | −132−8.8% | Reduced |
| Cypress Wealth Services, LLC | 1,366 | $695.4K | 0.15% | +83+6.5% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,365 | $695.1K | 0.15% | +136+11.1% | Added |
| Kavar Capital Partners Group, LLC | 1,364 | $694.6K | 0.13% | +115+9.2% | Added |
| Sanders Morris Harris LLC | 1,363 | $694.1K | 0.11% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,360 | $692.6K | 0.23% | 00.0% | Unchanged |
| Peoples Bank | 1,355 | $690.0K | 0.36% | +195+16.8% | Added |
| Congress Park Capital LLC | 1,353 | $689.2K | 0.28% | +28+2.1% | Added |
| Vigilare Wealth Management | 1,352 | $688.4K | 0.30% | +136+11.2% | Added |
| Birinyi Associates Inc | 1,350 | $687.5K | 0.21% | −4,385−76.5% | Reduced |
| Consolidated Portfolio Review Corp | 1,346 | $685.5K | 0.16% | −1−0.1% | Reduced |
| Verity & Verity, LLC | 1,345 | $685.0K | 0.07% | +692+106.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,342 | $683.8K | 0.08% | −58−4.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 1,342 | $683.4K | 0.06% | −6,948−83.8% | Reduced |
| Cyr Financial Inc. | 1,342 | $683.4K | 0.68% | +1,342 | New |
| Thompson Siegel & Walmsley LLC | 1,336 | $680.0K | 0.01% | −31−2.3% | Reduced |
| Financial Management Professionals, Inc. | 1,336 | $680.0K | 0.09% | +16+1.2% | Added |
| Pathway Financial Advisors LLC | 1,331 | $677.8K | 0.18% | +45+3.5% | Added |
| First Western Trust Bank | 1,329 | $676.8K | 0.03% | +1+0.1% | Added |
| Winthrop Advisory Group LLC | 1,324 | $674.3K | 0.09% | +75+6.0% | Added |
| TBH Global Asset Management, LLC | 1,322 | $673.4K | 0.15% | −279−17.4% | Reduced |
| W.H. Cornerstone Investments Inc. | 1,322 | $673.0K | 0.48% | −456−25.6% | Reduced |
| Members Wealth LLC | 2,185 | $672.4K | 0.45% | +2,185 | New |
| Thomasville National Bank | 1,318 | $671.2K | 0.05% | +42+3.3% | Added |
| White Knight Strategic Wealth Advisors, LLC | 1,318 | $671.2K | 0.67% | +209+18.8% | Added |
| NFP Retirement, Inc. | 1,314 | $670.5K | 0.06% | +16+1.2% | Added |
| VeraBank, N.A. | 1,312 | $668.1K | 0.21% | −76−5.5% | Reduced |
| Spotlight Asset Group, Inc. | 1,312 | $668.1K | 0.47% | +133+11.3% | Added |
| Crescent Grove Advisors, LLC | 1,302 | $663.3K | 0.07% | −2,399−64.8% | Reduced |
| Altiora Financial Group, LLC | 1,295 | $659.5K | 0.16% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 1,292 | $658.8K | 0.16% | −90−6.5% | Reduced |
| Berry Wealth Group, LP | 1,294 | $658.8K | 0.53% | +104+8.7% | Added |
| Novak & Powell Financial Services, Inc. | 1,293 | $658.3K | 0.41% | −5−0.4% | Reduced |
| Goldstein Advisors, LLC | 1,293 | $658.2K | 0.11% | +37+2.9% | Added |
| Axq Capital, LP | 1,292 | $658.0K | 0.15% | −3,208−71.3% | Reduced |