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, 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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Axiom Advisory, LLC | 1,024 | $590.5K | 0.01% | −2−0.2% | Reduced |
| Lecap Asset Management Ltd | 1,011 | $591.1K | 0.13% | −2,014−66.6% | Reduced |
| Versant Capital Management, Inc | 1,011 | $591.1K | 0.13% | +153+17.8% | Added |
| Roman Butler Fullerton & Co | 1,064 | $592.0K | 0.18% | −92−8.0% | Reduced |
| M3 Advisory Group, LLC | 1,013 | $592.4K | 0.44% | +44+4.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,017 | $594.7K | 0.17% | −598−37.0% | Reduced |
| Bill Few Associates, Inc. | 1,019 | $595.8K | 0.21% | +50+5.2% | Added |
| MTM Investment Management, LLC | 1,009 | $596.6K | 0.23% | +13+1.3% | Added |
| Howland Capital Management LLC | 1,021 | $597.0K | 0.03% | −32−3.0% | Reduced |
| Scientech Research LLC | 1,024 | $598.7K | 0.12% | −1,080−51.3% | Reduced |
| Gentry Private Wealth, LLC | 1,024 | $598.7K | 0.49% | −4−0.4% | Reduced |
| Hemington Wealth Management | 1,063 | $599.0K | 0.16% | −316−22.9% | Reduced |
| Lesa Sroufe & Co | 1,025 | $599.0K | 0.56% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 1,025 | $599.5K | 0.30% | +50+5.1% | Added |
| SWP Financial LLC | 1,026 | $599.9K | 0.37% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 1,033 | $601.1K | 0.14% | −42−3.9% | Reduced |
| Allegheny Financial Group LTD | 1,029 | $601.4K | 0.15% | +6+0.6% | Added |
| DRW Securities, LLC | 1,031 | $601.9K | 0.03% | −1,894−64.8% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 1,029 | $602.0K | 0.01% | −216−17.3% | Reduced |
| HFR Wealth Management, LLC | 1,030 | $602.2K | 0.15% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 1,030 | $602.2K | 0.16% | +316+44.3% | Added |
| McElhenny Sheffield Capital Management, LLC | 1,033 | $604.0K | 0.20% | −915−47.0% | Reduced |
| Perritt Capital Management Inc | 1,037 | $606.3K | 0.31% | −21−2.0% | Reduced |
| Tower Wealth Partners, Inc. | 1,037 | $606.3K | 0.35% | −10−1.0% | Reduced |
| Unionview, LLC | 1,037 | $606.3K | 0.47% | +14+1.4% | Added |
| MinichMacGregor Wealth Management, LLC | 1,042 | $609.2K | 0.13% | −7−0.7% | Reduced |
| Koss-Olinger Consulting, LLC | 1,044 | $610.0K | 0.05% | +1,044 | New |
| Alhambra Investment Partners LLC | 1,044 | $610.4K | 0.32% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,045 | $611.0K | 0.28% | −16−1.5% | Reduced |
| Burr Financial Services, LLC | 1,047 | $612.2K | 0.43% | +75+7.7% | Added |
| Gillespie Robinson & Grimm Inc | 1,048 | $612.7K | 0.05% | +430+69.6% | Added |
| Driehaus Capital Management LLC | 1,049 | $613.3K | 0.01% | +1,049 | New |
| Traynor Capital Management, Inc. | 1,049 | $613.4K | 0.05% | −135−11.4% | Reduced |
| Congress Park Capital LLC | 1,050 | $613.9K | 0.23% | −303−22.4% | Reduced |
| Monterey Private Wealth, Inc. | 1,051 | $614.6K | 0.21% | +3+0.3% | Added |
| Ridgecrest Wealth Partners, LLC | 1,052 | $614.9K | 0.32% | +173+19.7% | Added |
| Kimelman & Baird, LLC | 1,053 | $615.6K | 0.05% | 00.0% | Unchanged |
| Darden Wealth Group Inc | 1,054 | $616.3K | 0.44% | −1−0.1% | Reduced |
| HHM Wealth Advisors, LLC | 1,055 | $617.1K | 0.09% | +64+6.5% | Added |
| Horan Capital Advisors, LLC. | 1,056 | $617.4K | 0.21% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 1,056 | $617.7K | 0.15% | +3+0.3% | Added |
| Future Financial Wealth Managment LLC | 1,061 | $620.3K | 0.44% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,064 | $622.0K | 0.11% | −333−23.8% | Reduced |
| Bedel Financial Consulting, Inc. | 1,065 | $622.7K | 0.09% | −43−3.9% | Reduced |
| Heritage Oak Wealth Advisors LLC | 1,067 | $623.9K | 0.29% | −432−28.8% | Reduced |
| New Wave Wealth Advisors LLC | 1,067 | $623.9K | 0.29% | +1,067 | New |
| Successful Portfolios LLC | 1,067 | $624.0K | 0.42% | −9−0.8% | Reduced |
| Hudson Value Partners, LLC | 1,069 | $625.0K | 0.24% | +82+8.3% | Added |
| Salvus Wealth Management, LLC | 1,069 | $625.1K | 0.38% | +60+5.9% | Added |
| Paragon Private Wealth Management, LLC | 1,070 | $625.3K | 0.31% | +98+10.1% | Added |
| Hallmark Capital Management Inc | 1,073 | $627.4K | 0.05% | −125−10.4% | Reduced |
| NWF Advisory Services Inc. | 1,074 | $627.9K | 0.09% | +567+111.8% | Added |
| Hyperion Partners, LLC | 1,075 | $628.5K | 0.40% | −12−1.1% | Reduced |
| Navalign, LLC | 1,077 | $629.7K | 0.19% | −13−1.2% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,078 | $630.0K | 0.27% | 00.0% | Unchanged |
| Truepoint, Inc. | 1,082 | $632.6K | 0.02% | +337+45.2% | Added |
| Fernwood Investment Management, LLC | 1,084 | $633.8K | 0.21% | −14−1.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 1,084 | $633.8K | 0.15% | 00.0% | Unchanged |
| Rappaport Reiches Capital Management, LLC | 1,086 | $634.8K | 0.17% | +5+0.5% | Added |
| Balboa Wealth Partners | 1,088 | $635.9K | 0.16% | −202−15.7% | Reduced |
| Riverview Trust Co | 1,088 | $636.1K | 0.56% | −8−0.7% | Reduced |
| Executive Wealth Management, LLC | 1,088 | $636.4K | 0.05% | +67+6.6% | Added |
| BHK Investment Advisors, LLC | 1,088 | $636.4K | 0.24% | +1+0.1% | Added |
| Lantz Financial LLC | 1,089 | $636.7K | 0.17% | +230+26.8% | Added |
| Davis Capital Management | 1,090 | $637.3K | 0.50% | +101+10.2% | Added |
| Pathway Financial Advisors LLC | 1,092 | $638.5K | 0.16% | −239−18.0% | Reduced |
| Cornerstone Capital, Inc. | 1,092 | $638.5K | 0.06% | +42+4.0% | Added |
| Eagle Bay Advisors LLC | 1,093 | $638.8K | 0.24% | −11−1.0% | Reduced |
| Granite Harbor Advisors, Inc. | 1,096 | $640.8K | 0.37% | +247+29.1% | Added |
| Arcataur Capital Management LLC | 1,097 | $641.4K | 0.22% | −47−4.1% | Reduced |
| Lockerman Financial Group, Inc. | 1,098 | $642.0K | 1.09% | +177+19.2% | Added |
| Waters Parkerson & Co., LLC | 1,100 | $643.0K | 0.03% | 00.0% | Unchanged |
| Orion Investment Co | 1,100 | $643.1K | 0.25% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 1,102 | $644.3K | 0.04% | −8−0.7% | Reduced |
| Prostatis Group LLC | 1,105 | $646.1K | 0.21% | −1,918−63.4% | Reduced |
| Sage Rhino Capital LLC | 1,106 | $646.7K | 0.14% | −13−1.2% | Reduced |
| Monograph Wealth Advisors, LLC | 1,111 | $649.7K | 0.08% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,113 | $650.9K | 0.09% | +294+35.9% | Added |
| Hexagon Capital Partners LLC | 1,114 | $651.4K | 0.13% | −29−2.5% | Reduced |
| Carson Advisory Inc. | 1,119 | $654.5K | 0.41% | +77+7.4% | Added |
| Tillman Hartley LLC | 1,120 | $655.3K | 0.19% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 1,124 | $657.2K | 0.22% | −43−3.7% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 1,126 | $658.1K | 0.22% | +396+54.2% | Added |
| Operose Advisors LLC | 1,126 | $658.4K | 0.21% | +75+7.1% | Added |
| Ewa, LLC | 1,110 | $658.6K | 0.24% | +151+15.7% | Added |
| BCS Wealth Management | 1,127 | $659.0K | 0.28% | +108+10.6% | Added |
| Guardian Wealth Advisors, LLC | 1,130 | $660.6K | 0.41% | −35−3.0% | Reduced |
| Gables Capital Management Inc. | 1,131 | $661.3K | 0.33% | −8−0.7% | Reduced |
| First City Capital Management, Inc. | 1,131 | $661.3K | 0.34% | +30+2.7% | Added |
| First Command Advisory Services, Inc. | 1,134 | $663.0K | 0.01% | +26+2.3% | Added |
| Source Financial Advisors LLC | 1,135 | $663.8K | 0.20% | −125−9.9% | Reduced |
| True North Advisors, LLC | 1,138 | $665.4K | 0.17% | +157+16.0% | Added |
| Coastal Bridge Advisors, LLC | 1,141 | $667.1K | 0.17% | +27+2.4% | Added |
| Werba Rubin Papier Wealth Management | 1,141 | $667.2K | 0.16% | +151+15.3% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 1,141 | $667.3K | 0.23% | +31+2.8% | Added |
| Prudent Investors Network | 1,142 | $667.7K | 0.20% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 1,137 | $668.0K | 0.21% | +88+8.4% | Added |
| Planning Center, Inc. | 1,144 | $668.9K | 0.08% | −1,783−60.9% | Reduced |
| Gateway Wealth Partners, LLC | 1,146 | $669.9K | 0.18% | −65−5.4% | Reduced |
| StrongBox Wealth, LLC | 1,146 | $670.0K | 0.29% | −1,266−52.5% | Reduced |