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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; 3,394 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, Q3 2024

Institutional positions in UnitedHealth Group Inc as of Sep 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
3,477
+111 vs. Q2 2024
Shares held
816.6M
+81.2M (+11.0%) vs. Q2 2024
Total value
$474.6B
+$100.3B (+26.8%) vs. Q2 2024
New holders
241
1,421 more added
Sold out
130
1,427 more reduced

41 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 3,477 institutions
Q1 2021: 2,516 institutionsQ2 2021: 2,592 institutionsQ3 2021: 2,573 institutionsQ4 2021: 2,909 institutionsQ1 2022: 2,966 institutionsQ2 2022: 2,965 institutionsQ3 2022: 2,999 institutionsQ4 2022: 3,160 institutionsQ1 2023: 3,115 institutionsQ2 2023: 3,137 institutionsQ3 2023: 3,145 institutionsQ4 2023: 3,422 institutionsQ1 2024: 3,385 institutionsQ2 2024: 3,407 institutionsQ3 2024: 3,477 institutionsQ4 2024: 3,685 institutionsQ1 2025: 3,614 institutionsQ2 2025: 3,186 institutionsQ3 2025: 3,169 institutionsQ4 2025: 3,312 institutionsQ1 2026: 3,055 institutionsQ2 2026: 3,394 institutions
Value heldQ3 2024: $474.6B
Q1 2021: $307.3BQ2 2021: $330.1BQ3 2021: $321.7BQ4 2021: $413.9BQ1 2022: $418.3BQ2 2022: $422.0BQ3 2022: $413.5BQ4 2022: $434.2BQ1 2023: $383.6BQ2 2023: $388.4BQ3 2023: $407.5BQ4 2023: $428.0BQ1 2024: $398.9BQ2 2024: $411.9BQ3 2024: $474.6BQ4 2024: $409.5BQ1 2025: $424.3BQ2 2025: $241.1BQ3 2025: $253.5BQ4 2025: $248.2BQ1 2026: $202.4BQ2 2026: $325.1B
Institutions holding UNH and their total value by quarter
QuarterHoldersValue
Q2 20263,394$325.1B
Q1 20263,055$202.4B
Q4 20253,312$248.2B
Q3 20253,169$253.5B
Q2 20253,186$241.1B
Q1 20253,614$424.3B
Q4 20243,685$409.5B
Q3 20243,477$474.6B
Q2 20243,407$411.9B
Q1 20243,385$398.9B
Q4 20233,422$428.0B
Q3 20233,145$407.5B
Q2 20233,137$388.4B
Q1 20233,115$383.6B
Q4 20223,160$434.2B
Q3 20222,999$413.5B
Q2 20222,965$422.0B
Q1 20222,966$418.3B
Q4 20212,909$413.9B
Q3 20212,573$321.7B
Q2 20212,592$330.1B
Q1 20212,516$307.3B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q2 2024.

Institutions holding UNH in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Financial Gravity Companies, Inc.1$5850.00%+1New
PEAK6 Investments LLC1$8300.00%−22,921−100.0%Reduced
Hoey Investments, Inc3$1.53K0.00%00.0%Unchanged
Breakwater Investment Management3$1.75K0.00%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.5$2.92K0.00%−6−54.5%Reduced
Cedar Wealth Management, LLC6$3.51K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC8$4.68K0.00%00.0%Unchanged
Gold Investment Management Ltd.8$4.68K0.00%00.0%Unchanged
Tributary Capital Management, LLC9$5.26K0.00%00.0%Unchanged
Pacifica Partners Inc.9$5.26K0.00%00.0%Unchanged
Burkett Financial Services, LLC9$5.26K0.00%+9New
FPC Investment Advisory, Inc.11$6.42K0.01%00.0%Unchanged
PFG Private Wealth Management, LLC11$6.43K0.00%00.0%Unchanged
HBC Financial Services, PLLC17$9.00K0.01%+9+112.5%Added
Christopher J. Hasenberg, Inc17$9.89K0.00%00.0%Unchanged
Longfellow Investment Management Co LLC18$10.5K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC18$10.5K0.00%00.0%Unchanged
Goodman Advisory Group, LLC18$10.5K0.00%00.0%Unchanged
Westend Capital Management, LLC19$11.1K0.00%00.0%Unchanged
Stephens Consulting, LLC20$11.7K0.00%00.0%Unchanged
4Thought Financial Group Inc.20$11.7K0.01%00.0%Unchanged
Arcadia Investment Management Corp20$11.7K0.00%+20New
New Age Alpha Advisors, LLC21$12.3K0.01%00.0%Unchanged
ESL Trust Services, LLC22$12.9K0.00%−44−66.7%Reduced
Partnership Wealth Management, LLC22$12.9K0.01%00.0%Unchanged
PayPay Securities Corp23$13.4K1.20%+8+53.3%Added
POM Investment Strategies, LLC24$14.0K0.01%−17−41.5%Reduced
C M Bidwell & Associates Ltd24$14.0K0.01%+8+50.0%Added
Advantage Trust Co25$14.6K0.01%00.0%Unchanged
Wormser Freres Gestion25$14.6K0.01%00.0%Unchanged
NCP Inc.26$15.0K0.01%−20−43.5%Reduced
E Fund Management (Hong Kong) Co., Ltd.26$15.0K0.01%+26New
Vista Private Wealth Partners. LLC27$15.8K0.01%00.0%Unchanged
Chesapeake Asset Management LLC31$18.6K0.02%+7+29.2%Added
Insight Financial Services33$19.7K0.02%00.0%Unchanged
JDM Financial Group LLC37$21.6K0.01%+11+42.3%Added
Anfield Capital Management, LLC40$23.4K0.01%+15+60.0%Added
DecisionPoint Financial, LLC40$23.4K0.01%00.0%Unchanged
Robbins Farley LLC40$23.4K0.01%−2−4.8%Reduced
Tacita Capital Inc42$24.6K0.02%00.0%Unchanged
Godsey & Gibb Associates43$25.1K0.00%−11−20.4%Reduced
Lummis Asset Management, LP46$26.9K0.03%00.0%Unchanged
Kathleen S. Wright Associates Inc.47$27.5K0.01%+47New
Jackson Square Partners, LLC50$29.2K0.00%−38−43.2%Reduced
O'Brien Wealth Partners LLC50$29.2K0.01%−7−12.3%Reduced
Legend Financial Advisors, Inc.51$29.8K0.02%−73−58.9%Reduced
Pflug Koory, LLC52$30.4K0.01%+52New
Global Wealth Strategies & Associates53$31.0K0.01%+32+152.4%Added
CGC Financial Services, LLC55$32.2K0.01%00.0%Unchanged
West Financial Advisors, LLC55$32.2K0.01%+55New
Knott David M Jr57$33.0K0.01%00.0%Unchanged
LFA - Lugano Financial Advisors SA57$33.3K0.02%+57New
Battery Global Advisors, LLC57$33.6K0.02%+57New
BBJS Financial Advisors, LLC60$35.1K0.01%00.0%Unchanged
Stuart Chaussee & Associates, Inc.61$35.7K0.01%00.0%Unchanged
Northwest Capital Management Inc62$36.3K0.01%00.0%Unchanged
Signature Resources Capital Management, LLC63$36.8K0.03%00.0%Unchanged
Tucker Asset Management LLC66$38.6K0.01%00.0%Unchanged
Ossiam71$41.5K0.00%−18,792−99.6%Reduced
Syntax Research, Inc.71$41.5K0.03%+4+6.0%Added
CarsonAllaria Wealth Management, Ltd.71$42.1K0.02%00.0%Unchanged
Cranbrook Wealth Management, LLC73$42.7K0.01%+13+21.7%Added
Oliver Lagore Vanvalin Investment Group74$43.3K0.01%+10+15.6%Added
Clear Investment Research, LLC76$44.8K0.06%+3+4.1%Added
Red Tortoise LLC77$44.9K0.02%00.0%Unchanged
Evolution Advisers, Inc.77$45.0K0.02%00.0%Unchanged
Cedar Mountain Advisors, LLC77$45.1K0.01%−6−7.2%Reduced
Transcendent Capital Group LLC79$46.2K0.02%00.0%Unchanged
Providence Capital Advisors, LLC80$46.8K0.01%00.0%Unchanged
Friedenthal Financial87$50.9K0.03%+87New
Ruedi Wealth Management, Inc.87$51.1K0.02%−11−11.2%Reduced
McClarren Financial Advisors, Inc.942$52.0K0.06%−1,813−65.8%Reduced
Cove Street Capital, LLC90$52.6K0.04%+90New
Highline Wealth Partners LLC93$54.5K0.02%+5+5.7%Added
Glass Jacobson Investment Advisors llc94$55.0K0.02%00.0%Unchanged
Grayhawk Investment Strategies Inc.94$55.0K0.09%00.0%Unchanged
Front Row Advisors LLC96$56.1K0.02%−85−47.0%Reduced
Bank & Trust Co96$56.1K0.05%−18−15.8%Reduced
Legacy Investment Solutions, LLC94$57.0K0.03%+94New
Legacy Wealth Managment, LLC94$57.0K0.03%+94New
University of Texas/Texas Am Investment Managment Co100$58.5K0.01%00.0%Unchanged
SIMA Wealth Partners, LLC100$58.5K0.05%00.0%Unchanged
Horizons Wealth Management100$58.7K0.05%00.0%Unchanged
Solstein Capital, LLC104$60.8K0.03%00.0%Unchanged
REAP Financial Group, LLC107$62.7K0.02%+53+98.1%Added
Halpern Financial, Inc.106$62.8K0.02%+6+6.0%Added
Lowe Wealth Advisors, LLC108$62.9K0.03%00.0%Unchanged
Redmont Wealth Advisors LLC115$67.2K0.10%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc117$68.4K0.01%−68−36.8%Reduced
Ridgewood Investments LLC121$70.5K0.04%−4−3.2%Reduced
Ogorek Anthony Joseph121$71.0K0.02%00.0%Unchanged
Bellevue Asset Management, LLC122$71.3K0.04%00.0%Unchanged
Tanglewood Legacy Advisors, LLC122$71.3K0.03%00.0%Unchanged
DHJJ Financial Advisors, Ltd.125$73.0K0.03%−20−13.8%Reduced
JTC Employer Solutions Trusteee Ltd126$73.0K0.00%00.0%Unchanged
West Oak Capital, LLC125$73.1K0.01%00.0%Unchanged
Annapolis Financial Services, LLC128$74.7K0.02%+8+6.7%Added
Guardian Wealth Management, Inc.129$75.4K0.05%00.0%Unchanged
IAG Wealth Partners, LLC131$76.6K0.01%−23−14.9%Reduced
New Millennium Group LLC135$78.8K0.05%00.0%Unchanged