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
- 3,407
- +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
- 1,333 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 | 3,055 | $202.4B |
| Q4 2025 | 3,312 | $248.2B |
| Q3 2025 | 3,169 | $253.5B |
| Q2 2025 | 3,186 | $241.1B |
| Q1 2025 | 3,614 | $424.3B |
| Q4 2024 | 3,685 | $409.5B |
| Q3 2024 | 3,477 | $474.6B |
| Q2 2024 | 3,407 | $411.9B |
| Q1 2024 | 3,385 | $398.9B |
| Q4 2023 | 3,422 | $428.0B |
| Q3 2023 | 3,145 | $407.5B |
| Q2 2023 | 3,137 | $388.4B |
| Q1 2023 | 3,115 | $383.6B |
| Q4 2022 | 3,160 | $434.2B |
| Q3 2022 | 2,999 | $413.5B |
| Q2 2022 | 2,965 | $422.0B |
| Q1 2022 | 2,966 | $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 |
|---|---|---|---|---|---|
| QV Investors Inc. | 66,494 | $33.9M | 3.18% | +16,780+33.8% | Added |
| Bokf, NA | 66,217 | $33.7M | 0.61% | +1,857+2.9% | Added |
| Pacer Advisors, Inc. | 65,860 | $33.5M | 0.08% | +3,525+5.7% | Added |
| Palisade Asset Management, LLC | 65,774 | $33.5M | 3.46% | +2,089+3.3% | Added |
| Act Two Investors LLC | 65,698 | $33.5M | 6.62% | +4,420+7.2% | Added |
| Suncoast Equity Management | 65,589 | $33.4M | 3.70% | +1,187+1.8% | Added |
| Wedgewood Partners Inc | 58,920 | $33.3M | 6.80% | −1,273−2.1% | Reduced |
| Maple Capital Management, Inc. | 64,827 | $33.0M | 2.68% | +2,809+4.5% | Added |
| Polaris Capital Management, LLC | 64,342 | $32.9M | 1.76% | −2,010−3.0% | Reduced |
| AltraVue Capital, LLC | 64,130 | $32.7M | 3.25% | 00.0% | Unchanged |
| Ironvine Capital Partners, LLC | 63,642 | $32.4M | 3.55% | +857+1.4% | Added |
| Beacon Pointe Advisors, LLC | 63,524 | $32.4M | 0.38% | +5,387+9.3% | Added |
| HM Payson & Co | 63,349 | $32.3M | 0.59% | −54,501−46.2% | Reduced |
| Farmers & Merchants Investments Inc | 63,295 | $32.2M | 1.08% | −231−0.4% | Reduced |
| Stock Yards Bank & Trust Co | 63,020 | $32.1M | 1.06% | +186+0.3% | Added |
| Wealthfront Advisers LLC | 62,942 | $32.1M | 0.11% | −6,012−8.7% | Reduced |
| Ieq Capital, LLC | 62,584 | $31.9M | 0.43% | +2,775+4.6% | Added |
| Fulton Breakefield Broenniman LLC | 62,387 | $31.8M | 2.35% | −1,249−2.0% | Reduced |
| Sabal Trust CO | 62,269 | $31.7M | 1.89% | −343−0.5% | Reduced |
| Quadrature Capital Ltd | 61,451 | $31.3M | 0.52% | −60,750−49.7% | Reduced |
| La Banque Postale Asset Management SA | 61,345 | $31.2M | 1.28% | +11,015+21.9% | Added |
| Associated Banc-Corp | 60,357 | $30.7M | 0.96% | −81−0.1% | Reduced |
| Chartwell Investment Partners, LLC | 60,282 | $30.7M | 1.08% | −7,786−11.4% | Reduced |
| Adviser Investments LLC | 59,555 | $30.3M | 0.40% | +21,956+58.4% | Added |
| Campbell Newman Asset Management Inc | 59,187 | $30.1M | 2.41% | −1,058−1.8% | Reduced |
| Hartford Investment Management Co | 58,975 | $30.0M | 1.03% | −790−1.3% | Reduced |
| Oppenheimer & Co Inc | 58,698 | $29.9M | 0.47% | −1,587−2.6% | Reduced |
| Community Trust & Investment Co | 58,655 | $29.9M | 2.04% | −887−1.5% | Reduced |
| ExodusPoint Capital Management, LP | 58,355 | $29.7M | 0.33% | +24,344+71.6% | Added |
| Banco Santander, S.A. | 58,079 | $29.6M | 0.37% | −320−0.5% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 58,069 | $29.6M | 1.25% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 57,323 | $29.2M | 1.11% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 57,157 | $29.1M | 0.44% | −13,592−19.2% | Reduced |
| Segall Bryant & Hamill, LLC | 56,879 | $29.0M | 0.51% | +1,582+2.9% | Added |
| Night Owl Capital Management, LLC | 56,017 | $28.5M | 4.27% | −599−1.1% | Reduced |
| Old National Bancorp | 55,804 | $28.4M | 0.67% | +2,925+5.5% | Added |
| Bamco Inc | 55,801 | $28.4M | 0.08% | −1,516−2.6% | Reduced |
| Penn Davis McFarland Inc | 55,488 | $28.3M | 4.37% | −176−0.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 55,257 | $28.1M | 0.07% | −15,876−22.3% | Reduced |
| RBF Capital, LLC | 55,000 | $28.0M | 1.63% | 00.0% | Unchanged |
| Bell Asset Management Ltd | 54,982 | $28.0M | 3.93% | +1,944+3.7% | Added |
| Commerzbank Aktiengesellschaft | 54,687 | $27.9M | 0.92% | −32,236−37.1% | Reduced |
| Vestcor Inc | 54,018 | $27.5M | 0.93% | +132+0.2% | Added |
| Badgley Phelps Wealth Managers, LLC | 54,002 | $27.5M | 0.68% | −797−1.5% | Reduced |
| Focus Financial Network, Inc. | 47,854 | $27.4M | 1.17% | −7,217−13.1% | Reduced |
| Tower Research Capital LLC (TRC) | 53,628 | $27.3M | 0.46% | +5,778+12.1% | Added |
| Trajan Wealth LLC | 53,545 | $27.3M | 1.75% | +1,566+3.0% | Added |
| Wesbanco Bank Inc | 53,366 | $27.2M | 1.01% | −3,034−5.4% | Reduced |
| Andra AP-fonden | 53,000 | $27.0M | 0.45% | −15,900−23.1% | Reduced |
| Aptus Capital Advisors, LLC | 52,962 | $27.0M | 0.51% | +7,577+16.7% | Added |
| Securian Asset Management, Inc | 52,923 | $27.0M | 0.79% | −1,555−2.9% | Reduced |
| Blue Chip Partners, Inc. | 52,801 | $26.9M | 2.48% | +1,591+3.1% | Added |
| Guyasuta Investment Advisors Inc | 51,039 | $26.9M | 1.98% | −696−1.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 52,666 | $26.8M | 0.33% | −10,363−16.4% | Reduced |
| Eminence Capital, LP | 52,344 | $26.7M | 0.43% | +52,344 | New |
| Metis Global Partners, LLC | 52,264 | $26.6M | 0.91% | +266+0.5% | Added |
| Louisiana State Employees Retirement System | 52,100 | $26.5M | 0.51% | −1,700−3.2% | Reduced |
| D'Orazio & Associates, Inc. | 52,069 | $26.5M | 4.07% | −321−0.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 51,937 | $26.5M | 0.28% | −9,039−14.8% | Reduced |
| Jefferies Financial Group Inc. | 51,742 | $26.4M | 0.52% | −1,018−1.9% | Reduced |
| Stack Financial Management, Inc | 51,286 | $26.1M | 2.42% | +143+0.3% | Added |
| Cumberland Partners Ltd | 51,256 | $26.1M | 1.90% | −11,635−18.5% | Reduced |
| Twin Tree Management, LP | 51,196 | $26.1M | 0.77% | +13,067+34.3% | Added |
| Osterweis Capital Management Inc | 51,154 | $26.1M | 1.35% | +50,513+7,880.3% | Added |
| Aristotle Atlantic Partners, LLC | 51,024 | $26.0M | 0.84% | −308−0.6% | Reduced |
| Hemenway Trust Co LLC | 50,755 | $25.8M | 2.21% | +898+1.8% | Added |
| Guardian Capital LP | 50,682 | $25.8M | 0.97% | −5,333−9.5% | Reduced |
| Synovus Financial Corp | 50,581 | $25.8M | 0.34% | −4,191−7.7% | Reduced |
| Kempen Capital Management N.V. | 50,581 | $25.8M | 0.29% | +12,517+32.9% | Added |
| Meiji Yasuda Life Insurance Co | 50,527 | $25.7M | 0.52% | +11,313+28.8% | Added |
| Chilton Investment Co LLC | 50,430 | $25.7M | 0.72% | −37,827−42.9% | Reduced |
| Clifford Swan Investment Counsel LLC | 50,268 | $25.6M | 0.96% | +2,328+4.9% | Added |
| Cohen Capital Management, Inc. | 50,165 | $25.5M | 4.40% | +50+0.1% | Added |
| Moore Capital Management, LP | 50,000 | $25.5M | 0.56% | +50,000 | New |
| Snowden Capital Advisors LLC | 49,895 | $25.4M | 0.76% | +865+1.8% | Added |
| FineMark National Bank & Trust | 49,861 | $25.4M | 0.94% | +14,386+40.6% | Added |
| Mill Capital Management, LLC | 49,761 | $25.3M | 2.09% | +842+1.7% | Added |
| HB Wealth Management, LLC | 49,570 | $25.2M | 0.29% | +4,608+10.2% | Added |
| Massmutual Trust Co FSB | 48,531 | $24.7M | 0.75% | +282+0.6% | Added |
| Cornerstone Advisors, LLC | 47,903 | $24.4M | 0.99% | 00.0% | Unchanged |
| Allianz SE | 47,716 | $24.3M | 0.71% | −1,223−2.5% | Reduced |
| Todd Asset Management LLC | 47,470 | $24.2M | 0.50% | −17,989−27.5% | Reduced |
| Mesirow Financial Investment Management, Inc. | 47,435 | $24.2M | 0.54% | −1,191−2.4% | Reduced |
| Caden Capital Partners, LP | 47,451 | $24.2M | 8.74% | +47,451 | New |
| Congress Asset Management Co | 47,394 | $24.1M | 0.17% | −19,104−28.7% | Reduced |
| New Mexico Educational Retirement Board | 46,620 | $23.7M | 0.83% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 46,515 | $23.7M | 0.80% | −2,126−4.4% | Reduced |
| Novare Capital Management LLC | 46,253 | $23.6M | 2.12% | +403+0.9% | Added |
| Coronation Fund Managers Ltd. | 46,236 | $23.5M | 1.36% | −46,900−50.4% | Reduced |
| Narwhal Capital Management | 45,655 | $23.3M | 2.20% | −470−1.0% | Reduced |
| Brevan Howard Capital Management LP | 45,639 | $23.2M | 1.52% | +40,367+765.7% | Added |
| Vestor Capital, LLC | 45,362 | $23.1M | 1.86% | +33,895+295.6% | Added |
| Cim, LLC | 38,200 | $22.7M | 3.42% | −1,314−3.3% | Reduced |
| Copeland Capital Management, LLC | 44,565 | $22.7M | 0.42% | +1,556+3.6% | Added |
| Banque Cantonale Vaudoise | 44,296 | $22.6M | 0.90% | +5,493+14.2% | Added |
| Whittier Trust Co of Nevada Inc | 44,218 | $22.5M | 0.63% | −37−0.1% | Reduced |
| Kennedy Capital Management, Inc. | 44,203 | $22.5M | 0.48% | +12,148+37.9% | Added |
| Callahan Advisors, LLC | 44,124 | $22.5M | 2.34% | −28−0.1% | Reduced |
| Arnhold LLC | 44,083 | $22.4M | 2.37% | +13,487+44.1% | Added |
| Burney Co | 43,875 | $22.3M | 0.85% | −1,869−4.1% | Reduced |