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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.

Q3 2024 vs. Q2 2024

How the institutions holding UnitedHealth Group Inc changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of UNH: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders3,406413,476+111
Shares809.4M74.0M816.6M+81.2M (+11.0%)
Value$411.9B$37.7B$474.6B+$100.3B (+26.8%)

41 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (241)

Institutions that held UnitedHealth Group Inc at the end of Q3 2024 but not at the end of Q2 2024.

Showing the largest 100 of 241 by value.

Institutions new to UNH in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.73,614,607$43.0B0.91%
GQG Partners LLC3,716,238$2.17B3.41%
Sarasin & Partners LLP526,309$307.7M2.90%
B. Metzler seel. Sohn & Co. Holding AG473,398$276.8M2.75%
Canoe Financial LP371,515$216.2M5.20%
Sterling Capital Management LLC363,667$212.6M2.75%
TPG GP A, LLC301,773$176.4M3.01%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund206,418$120.7M1.23%
Alyeska Investment Group, L.P.142,496$83.3M0.43%
Marsico Capital Management LLC120,076$70.2M1.96%
Avidity Partners Management LP87,400$51.1M2.61%
Oddo BHF Asset Management SAS76,529$44.7M2.22%
Shell Asset Management Co68,527$40.1M1.76%
BSN Capital Partners Ltd48,520$24.7M4.86%
Parsifal Capital Management, LP36,200$21.2M1.64%
Meritage Group LP30,000$17.5M0.41%
Argent Financial Group, Inc.26,915$15.7M1.87%
8 Knots Management, LLC26,876$15.7M1.86%
Carnegie Lake Advisors LLC25,846$15.1M5.98%
LTS One Management LP25,070$14.7M4.24%
Evoke Wealth, LLC20,244$11.8M0.32%
Soros Capital Management LLC16,900$9.88M2.38%
Hansen & Associates Financial Group, Inc.16,022$9.13M4.82%
Mirabaud Asset Management Ltd13,201$7.68M3.17%
Tenere Capital LLC12,023$7.03M1.87%
CWA Asset Management Group, LLC10,275$6.01M0.32%
Bretton Capital Management, LLC9,800$5.73M5.47%
Kestra Investment Management, LLC9,500$5.55M0.24%
Cascades Capital Asset Management, LLC8,203$4.80M2.64%
Signal Advisors Wealth, LLC8,064$4.72M0.68%
Glassy Mountain Advisors, Inc.8,034$4.70M1.65%
Howard Capital Management Inc.7,860$4.60M0.08%
Edgestream Partners, L.P.7,734$4.52M0.20%
B&L Asset Management LLC6,436$3.76M2.38%
Stevens Capital Management LP6,226$3.64M0.52%
Cinctive Capital Management LP6,189$3.62M0.21%
PGGM Investments6,126$3.58M0.05%
LMR Partners LLP6,087$3.56M0.08%
Axecap Investments, LLC5,554$3.25M2.46%
Tealwood Asset Management Inc4,968$2.90M1.27%
Osprey Private Wealth LLC4,840$2.83M1.98%
Aigen Investment Management, LP4,725$2.76M0.54%
Napa Wealth Management4,092$2.39M1.13%
Wellington Wealth Strategies, LLC.4,019$2.27M1.72%
Brophy Wealth Management, LLC3,855$2.25M0.81%
Net Worth Advisory Group3,663$2.14M0.64%
Shum Financial Group, Inc.3,675$2.08M1.74%
SeaBridge Investment Advisors LLC3,435$2.01M0.49%
Ninety One North America, Inc.3,415$2.00M0.14%
Diversified Enterprises, LLC3,352$1.96M0.22%
Enclave Advisors LLC3,148$1.84M0.31%
Mainstream Capital Management LLC3,070$1.79M1.53%
Altman Advisors, Inc.3,056$1.79M0.80%
Algert Global LLC3,015$1.76M0.05%
SGL Investment Advisors, Inc.2,945$1.75M0.90%
Centurion Wealth Management LLC2,939$1.72M0.55%
Caption Management, LLC2,900$1.70M0.18%
Amica Retiree Medical Trust2,885$1.69M1.40%
Global Assets Advisory, LLC2,829$1.65M0.90%
Calton & Associates, Inc.2,652$1.55M0.59%
Paladin Wealth, LLC2,361$1.38M1.21%
Headlands Technologies LLC2,222$1.30M0.15%
Clayton Financial Group LLC2,205$1.29M0.48%
Kennebec Savings Bank2,186$1.28M1.26%
Taylor Hoffman Capital Management LLC2,184$1.23M0.47%
Private Portfolio Partners LLC2,057$1.20M0.23%
Blake Schutter Theil Wealth Advisors, LLC2,002$1.17M0.84%
Arvest Bank Trust Division1,973$1.15M0.07%
LRT Capital Management, LLC1,863$1.09M1.01%
CWC Advisors, LLC.1,843$1.08M1.06%
Precedent Wealth Partners, LLC1,791$1.05M0.35%
Elyxium Wealth, LLC1,737$1.02M0.56%
Mindset Wealth Management, LLC1,703$995.7K0.41%
Peoples Bank1,682$983.4K0.66%
Nicholson Wealth Management Group, LLC1,659$970.0K0.80%
Tudor Financial Inc.1,540$900.4K0.55%
Permanens Capital L.P.1,484$867.7K0.18%
Crestline Management, LP1,458$852.5K0.05%
Tang Capital Management LLC1,422$831.4K0.06%
Howard Bailey Securities, LLC1,412$825.6K0.31%
Copley Financial Group, Inc.1,345$786.4K0.71%
Geneva Partners, LLC1,311$766.5K0.33%
Code Waechter LLC1,279$748.0K0.71%
44 Wealth Management LLC1,288$727.3K0.26%
Susquehanna International Group Ltd.1,196$699.3K0.15%
New Wave Wealth Advisors LLC1,067$623.9K0.29%
Driehaus Capital Management LLC1,049$613.3K0.01%
Koss-Olinger Consulting, LLC1,044$610.0K0.05%
AtlasMark Financial, Inc1,000$584.7K0.54%
Discipline Wealth Solutions, LLC954$557.8K0.29%
Cadent Capital Advisors, LLC922$539.3K0.18%
EHP Funds Inc.900$526.2K0.37%
Watts Gwilliam & Co., LLC891$518.1K0.11%
Chesapeake Capital Corp883$516.3K0.47%
Cannon Wealth Management Services, LLC854$499.3K0.46%
Objective Capital Management, LLC807$471.9K0.28%
Elevated Capital Advisors, LLC801$468.6K0.12%
Financiere des Professionnels - Fonds d,investissement inc.778$454.9K0.03%
ORG Wealth Partners, LLC776$454.1K0.15%
LWM Advisory Services, LLC764$446.7K0.33%

Sold out (130)

Institutions that held UnitedHealth Group Inc at the end of Q2 2024 and filed for Q3 2024 without it.

Showing the largest 100 of 130 by value.

Institutions that sold out of UNH in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Viking Global Investors LPSuperinvestorViking Global Investors441,795$225.0M
Point72 Asset Management, L.P.272,061$138.5M
Vulcan Value Partners, LLC167,470$85.1M
Tudor Investment Corp Et Al121,645$61.9M
Capital Fund Management S.A.115,172$58.7M
Mizuho Markets Americas LLC102,584$52.2M
Nan Shan Life Insurance Co., Ltd.100,160$51.0M
Coatue Management LLCSuperinvestorCoatue Management97,435$49.6M
Clal Insurance Enterprises Holdings Ltd86,728$44.2M
Renaissance Technologies LLC71,326$36.3M
Eminence Capital, LP52,344$26.7M
Twin Tree Management, LP51,196$26.1M
Simplex Trading, LLC43,158$22.0M
Cubist Systematic Strategies, LLC41,509$21.1M
Kingdon Capital Management, L.L.C.39,700$20.2M
Crake Asset Management LLP26,996$13.7M
Boston Private Wealth LLC25,046$12.8M
Soros Fund Management LLCSuperinvestorSoros Fund Management25,001$12.7M
Point72 Hong Kong Ltd22,069$11.2M
Castleark Management LLC20,034$10.2M
Incline Global Management LLC19,715$10.0M
Vanguard Capital Wealth Advisors14,063$7.16M
Eisler Capital (UK) Ltd.12,759$6.50M
Laurion Capital Management LP12,698$6.47M
Bayesian Capital Management, LP12,300$6.26M
Saranac Partners Ltd11,251$5.73M
Pearl River Capital, LLC10,791$5.50M
Engineers Gate Manager LP10,309$5.25M
Legacy CG, LLC9,310$4.74M
Centre Asset Management, LLC8,994$4.58M
CTC Alternative Strategies, Ltd.8,895$4.53M
Capricorn Fund Managers Ltd8,801$4.48M
Qsemble Capital Management, LP8,414$4.28M
Point72 Asia (Singapore) Pte. Ltd.7,365$3.75M
Aquatic Capital Management LLC7,002$3.57M
M Holdings Securities, Inc.5,810$2.96M
Privium Fund Management (UK) Ltd5,926$2.90M
Rodgers Brothers Inc.5,417$2.76M
Cornercap Investment Counsel Inc5,014$2.55M
Brick & Kyle, Associates5,003$2.55M
Susquehanna International Securities, Ltd.5,000$2.55M
Itau Unibanco Holding S.A.4,846$2.47M
FORA Capital, LLC4,728$2.41M
Wolverine Asset Management LLC4,721$2.40M
Symmetry Partners, LLC4,371$2.23M
Occudo Quantitative Strategies LP4,064$2.07M
Bellwether Advisors, LLC3,165$1.61M
FCG Investment Co3,030$1.54M
Wilkins Investment Counsel Inc2,870$1.46M
Oak Hill Wealth Advisors, LLC2,648$1.35M
Quinn Opportunity Partners LLC2,500$1.27M
One Wealth Management Investment & Advisory Services, LLC2,314$1.18M
TRUE Private Wealth Advisors2,299$1.17M
Sageworth Trust Co2,210$1.13M
Duff & Phelps Investment Management Co2,124$1.08M
Hussman Strategic Advisors, Inc.2,100$1.07M
Catalyst Funds Management Pty Ltd2,100$1.07M
Factorial Partners, LLC1,800$916.7K
Triad Wealth Partners, LLC1,695$863.2K
Quantbot Technologies LP1,680$855.6K
S. R. Schill & Associates1,634$831.9K
3Chopt Investment Partners, LLC1,630$830.1K
Crewe Advisors LLC1,529$778.7K
OmniStar Financial Group, Inc.1,468$747.5K
TradeLink Capital LLC1,400$713.0K
Bridgefront Capital, LLC1,111$565.8K
Innova Wealth Partners1,090$555.1K
Steele Capital Management, Inc.1,074$547.2K
TCWP LLC1,039$529.1K
Aristides Capital LLC1,000$509.3K
Savoie Capital LLC1,000$509.3K
Inceptionr LLC979$498.6K
Elser Financial Planning, Inc975$496.5K
MQS Management LLC964$490.9K
XR Securities LLC895$455.8K
Optiver Holding B.V.890$453.2K
Spectrum Wealth Counsel, LLC793$403.8K
Rational Advisors LLC787$400.8K
Moody Aldrich Partners LLC779$396.7K
Jump Financial, LLC771$392.6K
Apriem Advisors742$377.9K
Rosenbaum Jay D.736$374.8K
Gabelli & Co Investment Advisers, Inc.700$356.5K
Shay Capital LLC700$356.5K
Camelot Portfolios, LLC669$340.6K
Bullseye Investment Management, LLC587$337.1K
Maripau Wealth Management LLC619$315.4K
Wayfinding Financial, LLC612$312.0K
Nordwand Advisors, LLC560$285.2K
Blueshift Asset Management, LLC559$284.7K
Alterna Wealth Management, Inc556$283.1K
Lane & Associates LLC539$274.5K
Smith Shellnut Wilson LLC536$273.0K
Range Financial Group LLC536$273.0K
Fox Hill Wealth Management520$265.1K
AJOVista, LLC514$261.8K
Vantage Consulting Group Inc505$257.2K
Deerfield Management Company, L.P. (Series C)490$249.5K
Portman Square Capital LLP459$233.8K
Winton Group Ltd447$227.6K

Not filed for Q3 2024 yet (41)

Institutions that held UnitedHealth Group Inc at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UNH in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.73,428,872$37.4B
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)202,018$102.9M
Ofi Invest Asset Management123,920$58.9M
Benjamin F. Edwards & Company, Inc.39,031$19.9M
Heritage Trust Co26,073$13.3M
Girard Partners Ltd.25,391$12.9M
Buckingham Strategic Wealth, LLC25,088$12.8M
Bank Pictet & Cie (Asia) Ltd11,036$5.62M
Arden Trust Co9,973$5.08M
Institutional & Family Asset Management, LLC8,851$4.51M
Hyman Charles D8,357$4.26M
Private Wealth Strategies, L.L.C.8,313$4.23M
Abbrea Capital, LLC7,422$3.78M
Gratus Capital LLC7,115$3.62M
Wunderlich Capital Managemnt6,405$3.26M
Farmers National Bank6,351$3.23M
JPL Wealth Management, LLC5,481$2.79M
Hall Capital Management Co Inc5,343$2.72M
Payden & Rygel Investment Group4,580$2.33M
Vantage Financial Partners Ltd., Inc.4,377$2.23M
Relative Value Partners Group, LLC3,623$1.84M
PFW Advisors LLC3,009$1.53M
Heritage Wealth Management, LLC2,692$1.37M
Epic Trust Investment Advisors, LLC2,325$1.18M
Arvest Trust Co N A2,183$1.11M
Taylor Hoffman Wealth Management2,200$1.09M
McKinley Capital Management LLC /Delaware1,496$762.1K
JJJ Advisors Inc.1,392$708.9K
Members Wealth LLC2,185$672.4K
Spotlight Asset Group, Inc.1,312$668.1K
La Financiere de L'Echiquier1,240$631.5K
Hoylecohen, LLC1,210$616.2K
Private Ocean, LLC975$496.5K
Levy Wealth Management Group, LLC892$454.0K
Clear Rock Advisors, LLC824$419.6K
Custom Portfolio Group LLC664$338.1K
Permanent Capital Management, LP731$228.1K
ICA Group Wealth Management, LLC185$94.2K
Emfo, LLC25$12.7K
Bradley & Co. Private Wealth Management, LLC10$5.09K
Sofos Investments, Inc.2$1.02K