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 |
|---|---|---|---|---|---|
| MUFG Securities EMEA plc | 32,999 | $16.8M | 0.75% | +32,999 | New |
| Quest Investment Management LLC | 32,878 | $16.7M | 1.85% | −547−1.6% | Reduced |
| Raub Brock Capital Management LP | 32,737 | $16.7M | 3.64% | −234−0.7% | Reduced |
| Bragg Financial Advisors, Inc | 32,540 | $16.6M | 0.74% | +171+0.5% | Added |
| LMCG Investments, LLC | 32,323 | $16.5M | 0.96% | +599+1.9% | Added |
| German American Bancorp, Inc. | 32,055 | $16.3M | 1.87% | +593+1.9% | Added |
| Apollon Wealth Management, LLC | 32,040 | $16.3M | 0.50% | −389−1.2% | Reduced |
| BlackBarn Capital Partners LP | 32,000 | $16.3M | 8.40% | +2,000+6.7% | Added |
| RSM US Wealth Management LLC | 32,809 | $16.3M | 0.27% | +20,014+156.4% | Added |
| Chesley Taft & Associates LLC | 31,919 | $16.3M | 0.81% | −25,880−44.8% | Reduced |
| Westpac Banking Corp | 31,850 | $16.2M | 1.29% | −5,060−13.7% | Reduced |
| HealthInvest Partners AB | 31,680 | $16.1M | 9.84% | +8,639+37.5% | Added |
| Stonebridge Capital Advisors LLC | 31,630 | $16.1M | 1.42% | +5,571+21.4% | Added |
| Adell Harriman & Carpenter Inc | 31,552 | $16.1M | 1.24% | −737−2.3% | Reduced |
| Empirical Finance, LLC | 31,531 | $16.1M | 1.00% | −2,064−6.1% | Reduced |
| Toroso Investments, LLC | 31,465 | $16.0M | 0.22% | +4,545+16.9% | Added |
| Petredis Investment Advisors LLC | 31,420 | $16.0M | 1.79% | −63−0.2% | Reduced |
| Advisory Services Network, LLC | 31,002 | $15.8M | 0.33% | +4,804+18.3% | Added |
| Lighthouse Investment Partners, LLC | 30,878 | $15.7M | 0.88% | +30,878 | New |
| Empowered Funds, LLC | 30,868 | $15.7M | 0.27% | −1,205−3.8% | Reduced |
| Edgar Lomax Co | 30,845 | $15.7M | 1.02% | −375−1.2% | Reduced |
| Axxcess Wealth Management, LLC | 30,817 | $15.7M | 0.43% | +1,843+6.4% | Added |
| Siemens Fonds Invest GmbH | 30,809 | $15.7M | 1.17% | +80+0.3% | Added |
| L1 Capital International Pty Ltd | 31,602 | $15.6M | 6.26% | +4,518+16.7% | Added |
| YHB Investment Advisors, Inc. | 30,621 | $15.6M | 1.34% | +1,322+4.5% | Added |
| Marks Group Wealth Management, Inc | 30,614 | $15.6M | 1.64% | +1,899+6.6% | Added |
| Cardinal Capital Management, Inc. | 30,501 | $15.5M | 0.60% | +234+0.8% | Added |
| Kornitzer Capital Management Inc | 30,442 | $15.5M | 0.29% | −1,448−4.5% | Reduced |
| Howe & Rusling Inc | 30,432 | $15.5M | 1.41% | +3,201+11.8% | Added |
| Nicola Wealth Management Ltd. | 30,400 | $15.5M | 1.38% | +2,500+9.0% | Added |
| Baader Bank INC | 30,306 | $15.4M | 1.21% | +1,241+4.3% | Added |
| CCM Investment Advisers LLC | 30,249 | $15.4M | 1.81% | −419−1.4% | Reduced |
| DuPont Capital Management Corp | 30,213 | $15.4M | 1.34% | −9,466−23.9% | Reduced |
| Segment Wealth Management, LLC | 30,160 | $15.4M | 1.13% | +333+1.1% | Added |
| Bright Rock Capital Management, LLC | 30,000 | $15.3M | 3.22% | +5,000+20.0% | Added |
| Compagnie Lombard Odier SCmA | 29,804 | $15.2M | 0.26% | −15,422−34.1% | Reduced |
| Overbrook Management Corp | 29,783 | $15.2M | 3.83% | −2,349−7.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 29,686 | $15.1M | 1.02% | −837−2.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 29,290 | $14.9M | 0.39% | −59−0.2% | Reduced |
| S&CO Inc | 29,232 | $14.9M | 1.04% | +1,263+4.5% | Added |
| King Wealth | 29,228 | $14.9M | 2.48% | −1,040−3.4% | Reduced |
| Tower Bridge Advisors | 29,193 | $14.9M | 1.65% | +3,120+12.0% | Added |
| Moran Wealth Management, LLC | 29,171 | $14.9M | 0.49% | +102+0.4% | Added |
| Columbus Hill Capital Management, L.P. | 29,041 | $14.8M | 3.03% | +29,041 | New |
| Middleton & Co Inc | 28,706 | $14.6M | 1.70% | −743−2.5% | Reduced |
| Scholtz & Company, LLC | 28,657 | $14.6M | 6.21% | +1,497+5.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 28,583 | $14.6M | 8.14% | −824−2.8% | Reduced |
| Carlson Capital Management | 28,317 | $14.4M | 0.68% | −712−2.5% | Reduced |
| McRae Capital Management Inc | 28,127 | $14.3M | 3.27% | +1,570+5.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 28,082 | $14.3M | 1.17% | −500−1.7% | Reduced |
| BDF-Gestion | 28,048 | $14.3M | 1.37% | +28,048 | New |
| Penobscot Investment Management Company, Inc. | 27,980 | $14.2M | 1.37% | +864+3.2% | Added |
| Pioneer Trust Bank N A | 27,729 | $14.1M | 3.81% | +680+2.5% | Added |
| Neville Rodie & Shaw Inc | 27,711 | $14.1M | 1.07% | −4,052−12.8% | Reduced |
| Cohen Klingenstein LLC | 27,700 | $14.1M | 0.51% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 27,559 | $14.0M | 1.68% | +27,559 | New |
| Dakota Wealth Management | 27,514 | $14.0M | 0.33% | −1,293−4.5% | Reduced |
| Grimes & Company, Inc. | 27,247 | $13.9M | 0.42% | +1,491+5.8% | Added |
| GAM Holding AG | 27,238 | $13.9M | 1.06% | −10,814−28.4% | Reduced |
| Crake Asset Management LLP | 26,996 | $13.7M | 1.10% | −52,000−65.8% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 26,990 | $13.7M | 0.79% | −302−1.1% | Reduced |
| American National Bank | 26,971 | $13.7M | 1.71% | +2,138+8.6% | Added |
| ARS Wealth Advisors Group, LLC | 26,966 | $13.7M | 1.78% | +848+3.2% | Added |
| Torray LLC | 26,892 | $13.7M | 2.05% | +40+0.1% | Added |
| Venturi Wealth Management, LLC | 26,845 | $13.7M | 0.81% | +1,786+7.1% | Added |
| Clough Capital Partners L P | 26,750 | $13.6M | 1.49% | +25,380+1,852.6% | Added |
| Sectoral Asset Management Inc | 26,675 | $13.6M | 5.52% | +3,500+15.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 26,616 | $13.6M | 0.59% | +21,812+454.0% | Added |
| Lowe Brockenbrough & Co Inc | 26,510 | $13.5M | 0.90% | −3,909−12.9% | Reduced |
| Litman Gregory Asset Management LLC | 26,480 | $13.5M | 1.20% | +2,116+8.7% | Added |
| GTS Securities LLC | 26,447 | $13.5M | 0.28% | +23,680+855.8% | Added |
| Amica Mutual Insurance Co | 26,409 | $13.4M | 1.34% | 00.0% | Unchanged |
| Hyperion Capital Advisors LP | 26,408 | $13.4M | 6.31% | +2,942+12.5% | Added |
| Brighton Jones LLC | 26,302 | $13.4M | 0.44% | +8,458+47.4% | Added |
| Anchor Capital Advisors LLC | 26,252 | $13.4M | 0.38% | −3,405−11.5% | Reduced |
| Schmidt P J Investment Management Inc | 26,145 | $13.3M | 2.43% | −753−2.8% | Reduced |
| Heritage Trust Co | 26,073 | $13.3M | 1.75% | +143+0.6% | Added |
| Van Hulzen Asset Management, LLC | 26,016 | $13.2M | 0.89% | +139+0.5% | Added |
| Cyndeo Wealth Partners, LLC | 25,885 | $13.2M | 1.03% | +2,041+8.6% | Added |
| Carnegie Capital Asset Management, LLC | 25,849 | $13.2M | 0.41% | −4,899−15.9% | Reduced |
| North Point Portfolio Managers Corp | 25,841 | $13.2M | 2.32% | −297−1.1% | Reduced |
| BNP Paribas | 25,782 | $13.1M | 0.66% | −162−0.6% | Reduced |
| Janney Capital Management LLC | 25,773 | $13.1M | 0.93% | −716−2.7% | Reduced |
| Equitable Holdings, Inc. | 25,680 | $13.1M | 0.14% | −270−1.0% | Reduced |
| Brookstone Capital Management | 22,760 | $13.0M | 0.22% | −4,001−15.0% | Reduced |
| Addenda Capital Inc. | 25,599 | $13.0M | 0.51% | +696+2.8% | Added |
| Covington Investment Advisors Inc. | 25,588 | $13.0M | 2.09% | +613+2.5% | Added |
| Dynamic Advisor Solutions LLC | 25,570 | $13.0M | 0.41% | +472+1.9% | Added |
| Haverford Financial Services, Inc. | 25,534 | $13.0M | 3.90% | −31−0.1% | Reduced |
| Buckingham Capital Management, Inc. | 25,451 | $13.0M | 1.55% | +168+0.7% | Added |
| Longbow Finance SA | 25,434 | $13.0M | 1.34% | −1,461−5.4% | Reduced |
| Silvercrest Asset Management Group LLC | 25,432 | $13.0M | 0.09% | +262+1.0% | Added |
| Girard Partners Ltd. | 25,391 | $12.9M | 1.22% | −403−1.6% | Reduced |
| Transform Wealth, LLC | 25,287 | $12.9M | 0.97% | −7,408−22.7% | Reduced |
| Muhlenkamp & Co Inc | 25,216 | $12.8M | 4.01% | +110.0% | Added |
| Somerville Kurt F | 25,148 | $12.8M | 2.16% | +1,672+7.1% | Added |
| Live Oak Private Wealth LLC | 25,104 | $12.8M | 2.20% | +713+2.9% | Added |
| Coldstream Capital Management Inc | 25,095 | $12.8M | 0.31% | +471+1.9% | Added |
| Buckingham Strategic Wealth, LLC | 25,088 | $12.8M | 0.13% | +50+0.2% | Added |
| RiverFront Investment Group, LLC | 25,048 | $12.8M | 0.34% | +2,254+9.9% | Added |