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 |
|---|---|---|---|---|---|
| Two Sigma Securities, LLC | 25,048 | $12.8M | 0.61% | −14,160−36.1% | Reduced |
| Boston Private Wealth LLC | 25,046 | $12.8M | 0.32% | −2,964−10.6% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 25,001 | $12.7M | 0.29% | +25,001 | New |
| Governors Lane LP | 25,000 | $12.7M | 1.98% | +5,000+25.0% | Added |
| Cary Street Partner Investment Advisory LLC | 24,985 | $12.7M | 0.51% | +1,810+7.8% | Added |
| Walleye Capital LLC | 24,952 | $12.7M | 0.13% | +441+1.8% | Added |
| Matrix Asset Advisors Inc | 24,886 | $12.7M | 1.51% | −97−0.4% | Reduced |
| J. Safra Sarasin Holding AG | 24,976 | $12.6M | 0.23% | +24,976 | New |
| Roundview Capital LLC | 24,785 | $12.6M | 0.99% | −2,625−9.6% | Reduced |
| Wedbush Securities Inc | 24,779 | $12.6M | 0.45% | −1,959−7.3% | Reduced |
| Tocqueville Asset Management L.P. | 24,673 | $12.6M | 0.21% | −519−2.1% | Reduced |
| Summit Financial, LLC | 24,544 | $12.5M | 0.57% | +6,837+38.6% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 24,504 | $12.5M | 1.28% | +484+2.0% | Added |
| Synergy Financial Management, LLC | 24,320 | $12.4M | 1.94% | −7,311−23.1% | Reduced |
| Capital International Sarl | 24,294 | $12.4M | 0.38% | +5,411+28.7% | Added |
| Moneta Group Investment Advisors LLC | 24,243 | $12.3M | 0.20% | +2,840+13.3% | Added |
| Logan Capital Management Inc | 24,198 | $12.3M | 0.53% | −1,127−4.5% | Reduced |
| Crossmark Global Holdings, Inc. | 24,130 | $12.3M | 0.23% | −17,229−41.7% | Reduced |
| Wetherby Asset Management Inc | 24,102 | $12.3M | 0.58% | −1,532−6.0% | Reduced |
| Abner Herrman & Brock LLC | 23,776 | $12.1M | 1.53% | −495−2.0% | Reduced |
| Waycross Partners, LLC | 23,687 | $12.1M | 1.85% | +19,687+492.2% | Added |
| Integrated Wealth Concepts LLC | 23,621 | $12.0M | 0.16% | +1,623+7.4% | Added |
| Miracle Mile Advisors, LLC | 23,439 | $11.9M | 0.29% | −2,661−10.2% | Reduced |
| Miramar Capital, LLC | 23,325 | $11.9M | 2.97% | +1,627+7.5% | Added |
| Advisory Research Inc | 23,185 | $11.8M | 2.22% | +853+3.8% | Added |
| High Note Wealth, LLC | 23,084 | $11.8M | 3.59% | +1,013+4.6% | Added |
| Leavell Investment Management, Inc. | 23,017 | $11.7M | 0.65% | +877+4.0% | Added |
| Pallas Capital Advisors LLC | 20,750 | $11.7M | 0.53% | +861+4.3% | Added |
| Robeco Schweiz AG | 22,971 | $11.7M | 0.22% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 22,922 | $11.7M | 0.54% | +9,805+74.8% | Added |
| Churchill Management Corp | 22,886 | $11.7M | 0.14% | −346−1.5% | Reduced |
| Capstone Investment Advisors, LLC | 22,881 | $11.7M | 0.25% | +2,164+10.4% | Added |
| West Coast Financial LLC | 22,815 | $11.6M | 1.38% | +316+1.4% | Added |
| North Star Asset Management Inc | 22,753 | $11.6M | 0.55% | +2,938+14.8% | Added |
| Richard Bernstein Advisors LLC | 22,494 | $11.5M | 0.25% | +10.0% | Added |
| Beese Fulmer Investment Management, Inc. | 22,481 | $11.4M | 1.04% | +1,858+9.0% | Added |
| Princeton Global Asset Management LLC | 22,460 | $11.4M | 2.52% | +879+4.1% | Added |
| Greenleaf Trust | 22,442 | $11.4M | 0.11% | −762−3.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 22,290 | $11.4M | 0.84% | +257+1.2% | Added |
| Plato Investment Management Ltd | 22,196 | $11.3M | 1.05% | +2,520+12.8% | Added |
| Anchor Investment Management, LLC | 22,182 | $11.3M | 1.16% | +1,920+9.5% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 22,089 | $11.2M | 2.01% | +132+0.6% | Added |
| Point72 Hong Kong Ltd | 22,069 | $11.2M | 0.68% | +2,221+11.2% | Added |
| Beacon Investment Advisory Services, Inc. | 22,018 | $11.2M | 0.48% | −9,466−30.1% | Reduced |
| Ally Financial Inc. | 22,000 | $11.2M | 1.39% | +5,000+29.4% | Added |
| Ascent Group, LLC | 21,996 | $11.2M | 0.91% | −289−1.3% | Reduced |
| Sequoia Financial Advisors, LLC | 21,970 | $11.2M | 0.13% | +1,472+7.2% | Added |
| Running Oak Capital LLC | 21,898 | $11.2M | 1.73% | +3,624+19.8% | Added |
| Mission Wealth Management, LP | 21,893 | $11.1M | 0.30% | −3,156−12.6% | Reduced |
| Woodmont Investment Counsel LLC | 21,814 | $11.1M | 0.91% | +886+4.2% | Added |
| Principal Securities, Inc. | 21,793 | $11.1M | 0.31% | +1,310+6.4% | Added |
| Sonora Investment Management Group, LLC | 22,377 | $11.1M | 0.87% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 21,721 | $11.1M | 1.10% | +3,265+17.7% | Added |
| Mutual Advisors, LLC | 19,489 | $11.0M | 0.33% | −187−1.0% | Reduced |
| Wealth Advisory Solutions, LLC | 21,689 | $11.0M | 2.99% | +2,262+11.6% | Added |
| WoodTrust Financial Corp | 21,676 | $11.0M | 1.72% | +374+1.8% | Added |
| Dividend Assets Capital, LLC | 21,661 | $11.0M | 2.25% | −136−0.6% | Reduced |
| Berger Financial Group, Inc | 21,553 | $11.0M | 0.87% | +90.0% | Added |
| Smithbridge Asset Management Inc | 21,549 | $11.0M | 2.28% | −1,111−4.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 21,518 | $11.0M | 1.12% | −27,430−56.0% | Reduced |
| Kesler, Norman & Wride, LLC | 21,479 | $10.9M | 2.32% | +1,856+9.5% | Added |
| CX Institutional | 21,441 | $10.9M | 0.51% | +593+2.8% | Added |
| Twin Capital Management Inc | 21,413 | $10.9M | 1.29% | −993−4.4% | Reduced |
| Broderick Brian C | 21,397 | $10.9M | 2.22% | +622+3.0% | Added |
| Iyo Bank, Ltd. | 21,390 | $10.9M | 3.87% | +5,260+32.6% | Added |
| Nomura Holdings Inc | 21,344 | $10.9M | 0.07% | −5,687−21.0% | Reduced |
| Schechter Investment Advisors, LLC | 21,308 | $10.9M | 0.82% | +527+2.5% | Added |
| Sumitomo Life Insurance Co | 21,063 | $10.8M | 0.25% | −3,439−14.0% | Reduced |
| Wedge Capital Management L L P | 21,148 | $10.8M | 0.19% | +1,367+6.9% | Added |
| Concurrent Investment Advisors, LLC | 21,079 | $10.7M | 0.35% | +6,501+44.6% | Added |
| Sienna Gestion | 21,074 | $10.7M | 0.95% | +20,299+2,619.2% | Added |
| NBT Bank N A | 21,029 | $10.7M | 0.77% | +344+1.7% | Added |
| CAPROCK Group, Inc. | 21,006 | $10.7M | 0.44% | +6,848+48.4% | Added |
| Icon Wealth Advisors, LLC | 18,546 | $10.7M | 0.95% | +1,694+10.1% | Added |
| Strong Tower Advisory Services | 20,973 | $10.7M | 3.51% | +748+3.7% | Added |
| Capital Investment Advisors, LLC | 20,955 | $10.7M | 0.24% | +1,928+10.1% | Added |
| Cullinan Associates Inc | 20,952 | $10.7M | 0.60% | +4,298+25.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 20,913 | $10.7M | 0.58% | +20,913 | New |
| Markel Group Inc.SuperinvestorMarkel Group | 20,814 | $10.6M | 0.10% | +4,714+29.3% | Added |
| Ninety One SA (PTY) Ltd | 20,926 | $10.6M | 1.64% | −2,760−11.7% | Reduced |
| Investment Management Corp of Ontario | 20,621 | $10.5M | 0.28% | +5,700+38.2% | Added |
| NFJ Investment Group, LLC | 20,597 | $10.5M | 0.32% | +20,597 | New |
| St Germain D J Co Inc | 20,567 | $10.5M | 0.51% | −227−1.1% | Reduced |
| Owl Creek Asset Management, L.P. | 20,484 | $10.4M | 1.87% | +20,484 | New |
| Signaturefd, LLC | 20,403 | $10.4M | 0.21% | +128+0.6% | Added |
| Pictet North America Advisors SA | 20,356 | $10.4M | 1.13% | −14,387−41.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 20,305 | $10.3M | 0.82% | +4,231+26.3% | Added |
| TCTC Holdings, LLC | 20,302 | $10.3M | 0.36% | +534+2.7% | Added |
| Greenwich Wealth Management LLC | 20,285 | $10.3M | 0.75% | +15+0.1% | Added |
| Evexia Wealth LLC | 18,494 | $10.3M | 3.88% | −237−1.3% | Reduced |
| Hudson Valley Investment Advisors Inc | 19,220 | $10.3M | 1.34% | +390+2.1% | Added |
| Earnest Partners LLC | 20,229 | $10.3M | 0.05% | −174−0.9% | Reduced |
| TD Private Client Wealth LLC | 20,227 | $10.3M | 0.32% | −528−2.5% | Reduced |
| CTC LLC | 20,224 | $10.3M | 0.77% | +9,249+84.3% | Added |
| Johnson Financial Group, Inc. | 20,196 | $10.3M | 0.50% | +11,373+128.9% | Added |
| Ameritas Investment Partners, Inc. | 20,132 | $10.3M | 0.35% | −246−1.2% | Reduced |
| CenterBook Partners LP | 20,103 | $10.2M | 0.64% | +5,115+34.1% | Added |
| Castleark Management LLC | 20,034 | $10.2M | 0.42% | +400+2.0% | Added |
| Toth Financial Advisory Corp | 20,010 | $10.2M | 1.30% | −14−0.1% | Reduced |
| Stratos Wealth Partners, LTD. | 19,883 | $10.1M | 0.16% | −1,799−8.3% | Reduced |