UnitedHealth GroupUNH

13F holders, Q2 2024 (June 30)
2holders +1
1new positions
0sold out
$509.28avg. 13F price*

At the end of Q2 2024, 2 institutions reported holding UnitedHealth Group Inc. (UNH) in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were Athena Investment Management ($6.8M) and 1620 Investment Advisors, Inc. ($212K).

Company
UnitedHealth Group Inc.
CUSIP
910581107
Latest filing quarter
Q2 2026

History

Number of 13F holders

012 Q1 2024: 1Q1 2024Q2 2024: 2Q2 2024Q3 2024: 2Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions1$212K
Exits0$0

All 13F filers, Q1 2024 → Q2 2024: 417 shares bought and 254 shares sold, net +163 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Athena Investment Management 4.12% Reduce -1.9% 13,344 $6.8M
1620 Investment Advisors, Inc. 0.17% New 417 $212K

"% of holder's portfolio" is UNH's weight in each manager's 13F, not the share of UnitedHealth Group Inc. the manager owns.