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 |
|---|---|---|---|---|---|
| Calamos Wealth Management LLC | 43,853 | $22.3M | 1.20% | +423+1.0% | Added |
| Simplicity Wealth,LLC | 43,719 | $22.3M | 0.50% | +12,199+38.7% | Added |
| Foundations Investment Advisors, LLC | 43,707 | $22.3M | 0.54% | +8,628+24.6% | Added |
| D.A. Davidson & Co. | 43,424 | $22.1M | 0.20% | +1,361+3.2% | Added |
| Glenview Trust Co | 43,405 | $22.1M | 0.44% | +18,982+77.7% | Added |
| Congress Wealth Management LLC | 43,398 | $22.1M | 0.35% | +12,763+41.7% | Added |
| Trust Co of Virginia | 43,345 | $22.1M | 2.11% | +65+0.2% | Added |
| Braun Stacey Associates Inc | 43,342 | $22.1M | 0.86% | +1,890+4.6% | Added |
| Simplex Trading, LLC | 43,158 | $22.0M | 0.71% | +9,433+28.0% | Added |
| Norinchukin Bank, The | 43,071 | $21.9M | 0.63% | −74−0.2% | Reduced |
| Clearstead Advisors, LLC | 42,707 | $21.7M | 0.37% | +30,483+249.4% | Added |
| First Citizens Bank & Trust Co | 42,669 | $21.7M | 0.41% | +1,620+3.9% | Added |
| Phoenix Holdings Ltd. | 42,982 | $21.7M | 0.33% | +10,927+34.1% | Added |
| Diversified Trust Co | 42,415 | $21.6M | 0.61% | −2,360−5.3% | Reduced |
| National Asset Management, Inc. | 42,340 | $21.6M | 0.55% | −13,355−24.0% | Reduced |
| First American Bank | 42,091 | $21.4M | 1.60% | +132+0.3% | Added |
| Stephens Inc | 41,921 | $21.3M | 0.33% | −35,674−46.0% | Reduced |
| Advisors Asset Management, Inc. | 41,899 | $21.3M | 0.42% | +153+0.4% | Added |
| Pittenger & Anderson Inc | 41,870 | $21.3M | 0.88% | −163−0.4% | Reduced |
| First National Trust Co | 41,777 | $21.3M | 0.88% | −1,366−3.2% | Reduced |
| Cubist Systematic Strategies, LLC | 41,509 | $21.1M | 0.37% | −26,387−38.9% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 41,461 | $21.1M | 0.64% | +3,742+9.9% | Added |
| Atria Wealth Solutions, Inc. | 41,395 | $21.1M | 0.23% | −2,470−5.6% | Reduced |
| Hendershot Investments Inc. | 41,260 | $21.0M | 3.02% | +1,228+3.1% | Added |
| Annex Advisory Services, LLC | 40,845 | $20.8M | 0.73% | +2,725+7.1% | Added |
| Dorsey & Whitney Trust CO LLC | 40,767 | $20.8M | 1.44% | +3,311+8.8% | Added |
| Colonial Trust Advisors | 40,466 | $20.6M | 1.97% | +166+0.4% | Added |
| Citizens Financial Group Inc | 40,436 | $20.6M | 0.46% | +8,124+25.1% | Added |
| Great Valley Advisor Group, Inc. | 40,407 | $20.6M | 0.58% | +1,660+4.3% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 40,364 | $20.6M | 0.64% | +3,864+10.6% | Added |
| Garrison Bradford & Associates Inc | 40,281 | $20.5M | 21.07% | −2,223−5.2% | Reduced |
| Trillium Asset Management, LLC | 40,269 | $20.5M | 0.52% | −33−0.1% | Reduced |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 40,163 | $20.5M | 4.87% | +2,767+7.4% | Added |
| Patten & Patten Inc | 40,116 | $20.4M | 1.43% | +366+0.9% | Added |
| Foyston, Gordon, & Payne Inc | 40,100 | $20.4M | 5.03% | +6,368+18.9% | Added |
| Omers Administration Corp | 40,096 | $20.4M | 0.20% | +40,096 | New |
| Employees Provident Fund Board | 40,000 | $20.4M | 0.33% | +40,000 | New |
| Gabelli Funds LLC | 39,975 | $20.4M | 0.15% | −735−1.8% | Reduced |
| WSFS Capital Management, LLC | 39,801 | $20.3M | 1.12% | +1,202+3.1% | Added |
| Gluskin Sheff & Assoc Inc | 39,899 | $20.3M | 2.32% | +4,383+12.3% | Added |
| E. Ohman J:or Asset Management AB | 39,880 | $20.3M | 0.50% | +1,680+4.4% | Added |
| Wesleyan Assurance Society | 39,825 | $20.3M | 1.76% | +7,750+24.2% | Added |
| Lockheed Martin Investment Management Co | 39,800 | $20.3M | 1.17% | +220+0.6% | Added |
| Kingdon Capital Management, L.L.C. | 39,700 | $20.2M | 3.12% | +39,700 | New |
| Salem Investment Counselors Inc | 39,591 | $20.2M | 0.65% | +889+2.3% | Added |
| Sawgrass Asset Management LLC | 39,285 | $20.0M | 2.17% | −669−1.7% | Reduced |
| Independent Advisor Alliance | 39,246 | $20.0M | 0.68% | +942+2.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 39,031 | $19.9M | 0.35% | +1,770+4.8% | Added |
| Motley Fool Asset Management LLC | 40,157 | $19.9M | 1.32% | +8,937+28.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 38,873 | $19.8M | 0.80% | −475−1.2% | Reduced |
| Alps Advisors Inc | 38,806 | $19.8M | 0.14% | −1,825−4.5% | Reduced |
| Appleton Partners Inc | 38,672 | $19.7M | 1.52% | −247−0.6% | Reduced |
| Madison Asset Management, LLC | 38,542 | $19.6M | 0.24% | −357−0.9% | Reduced |
| Private Capital Advisors, Inc. | 38,492 | $19.6M | 2.18% | −950−2.4% | Reduced |
| Bleakley Financial Group, LLC | 38,256 | $19.5M | 0.56% | +11,323+42.0% | Added |
| First Financial Bankshares Inc | 38,138 | $19.4M | 0.45% | −2,374−5.9% | Reduced |
| JLB & Associates Inc | 37,939 | $19.3M | 2.61% | +155+0.4% | Added |
| NewEdge Wealth, LLC | 37,499 | $19.1M | 0.41% | −5,159−12.1% | Reduced |
| Rakuten Investment Management, Inc. | 39,211 | $19.1M | 0.13% | +14,339+57.7% | Added |
| Barlow Wealth Partners, Inc. | 33,947 | $19.0M | 2.63% | +1,001+3.0% | Added |
| Bridgeway Capital Management, LLC | 37,183 | $18.9M | 0.44% | −12,614−25.3% | Reduced |
| Pinnacle Associates Ltd | 37,170 | $18.9M | 0.30% | −2,113−5.4% | Reduced |
| Violich Capital Management, Inc. | 37,115 | $18.9M | 2.55% | +1,275+3.6% | Added |
| Oak Ridge Investments LLC | 37,050 | $18.9M | 1.80% | +1,670+4.7% | Added |
| Marco Investment Management LLC | 36,545 | $18.6M | 1.72% | −447−1.2% | Reduced |
| 11 Capital Partners LP | 36,300 | $18.5M | 7.61% | −2,000−5.2% | Reduced |
| LGT Fund Management Co Ltd. | 36,293 | $18.5M | 2.30% | +27,103+294.9% | Added |
| Modera Wealth Management, LLC | 36,280 | $18.5M | 0.27% | −1,235−3.3% | Reduced |
| TCG Advisory Services, LLC | 36,258 | $18.5M | 0.89% | +1,275+3.6% | Added |
| Eagle Global Advisors LLC | 36,122 | $18.4M | 0.97% | −106−0.3% | Reduced |
| HighPoint Advisor Group LLC | 31,657 | $18.2M | 1.09% | +10,809+51.8% | Added |
| Ashton Thomas Private Wealth, LLC | 35,701 | $18.2M | 1.01% | +356+1.0% | Added |
| Harbor Investment Advisory, LLC | 35,652 | $18.2M | 1.90% | −294−0.8% | Reduced |
| Freestone Capital Holdings, LLC | 35,546 | $18.1M | 0.65% | +999+2.9% | Added |
| Vident Advisory, LLC | 35,490 | $18.1M | 0.50% | −106,920−75.1% | Reduced |
| Albion Financial Group | 35,310 | $18.0M | 1.35% | −378−1.1% | Reduced |
| Stillwater Capital Advisors, LLC | 35,302 | $18.0M | 2.51% | −498−1.4% | Reduced |
| Parallel Advisors, LLC | 35,278 | $18.0M | 0.46% | −105−0.3% | Reduced |
| First Foundation Advisors | 35,193 | $17.9M | 0.68% | −15,189−30.1% | Reduced |
| Azimuth Capital Investment Management LLC | 35,143 | $17.9M | 0.73% | +174+0.5% | Added |
| Jones Financial Companies LLLP | 35,125 | $17.9M | 0.02% | +11,646+49.6% | Added |
| Vinva Investment Management Ltd | 36,739 | $17.9M | 0.92% | +3,291+9.8% | Added |
| Shelton Capital Management | 34,977 | $17.8M | 0.49% | +13,490+62.8% | Added |
| Adams Diversified Equity Fund, Inc. | 34,900 | $17.8M | 0.61% | −72,800−67.6% | Reduced |
| Level Four Advisory Services, LLC | 34,647 | $17.6M | 0.80% | +3,320+10.6% | Added |
| Wallington Asset Management, LLC | 34,450 | $17.5M | 2.68% | −938−2.7% | Reduced |
| Resources Investment Advisors, LLC. | 34,228 | $17.4M | 0.22% | −980−2.8% | Reduced |
| Terry L. Blaker | 34,193 | $17.4M | 0.70% | −1,150−3.3% | Reduced |
| NEOS Investment Management LLC | 34,137 | $17.4M | 0.72% | +10,956+47.3% | Added |
| Hamilton Capital Partners Inc. | 34,021 | $17.3M | 1.86% | +2,766+8.8% | Added |
| Trust Co of Vermont | 33,946 | $17.3M | 0.94% | +1,814+5.6% | Added |
| Abn Amro Investment Solutions | 33,835 | $17.2M | 0.31% | −53,459−61.2% | Reduced |
| Argent Trust Co | 33,683 | $17.2M | 0.76% | +785+2.4% | Added |
| Hutchinson Capital Management | 33,681 | $17.2M | 3.51% | +33,681 | New |
| Park Avenue Securities LLC | 33,603 | $17.1M | 0.21% | −1,034−3.0% | Reduced |
| Choate Investment Advisors | 33,410 | $17.0M | 0.45% | +6,766+25.4% | Added |
| Washington Trust Bank | 33,389 | $17.0M | 1.68% | +404+1.2% | Added |
| Kestra Private Wealth Services, LLC | 33,245 | $16.9M | 0.34% | −4,121−11.0% | Reduced |
| Alaska Permanent Fund Corp | 29,174 | $16.8M | 0.25% | +4,984+20.6% | Added |
| LSV Asset Management | 33,000 | $16.8M | 0.04% | 00.0% | Unchanged |