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 |
|---|---|---|---|---|---|
| Mendel Capital Management LLC | 1,149 | $672.0K | 0.41% | +33+3.0% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,150 | $672.8K | 0.03% | −103−8.2% | Reduced |
| Aprio Wealth Management, LLC | 1,154 | $674.7K | 0.11% | +179+18.4% | Added |
| Angeles Investment Advisors, LLC | 1,154 | $674.7K | 0.03% | +37+3.3% | Added |
| Heritage Financial Services, LLC | 1,155 | $675.3K | 0.09% | −83−6.7% | Reduced |
| Cedrus LLC | 1,158 | $677.1K | 0.25% | +10+0.9% | Added |
| Tectonic Advisors LLC | 1,159 | $677.7K | 0.04% | +4+0.3% | Added |
| 49 Wealth Management, LLC | 1,159 | $677.8K | 0.11% | +584+101.6% | Added |
| Parcion Private Wealth LLC | 1,162 | $679.4K | 0.06% | −338−22.5% | Reduced |
| Curbstone Financial Management Corp | 1,164 | $680.6K | 0.15% | −42−3.5% | Reduced |
| Castleview Partners, LLC | 1,165 | $681.3K | 0.39% | −3−0.3% | Reduced |
| First Heartland Consultants, Inc. | 1,166 | $682.0K | 0.07% | +42+3.7% | Added |
| Veracity Capital LLC | 1,170 | $684.2K | 0.26% | +63+5.7% | Added |
| Baker Boyer National Bank | 1,173 | $685.8K | 0.23% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 1,179 | $686.0K | 0.66% | +158+15.5% | Added |
| Visionary Wealth Advisors | 1,174 | $686.3K | 0.04% | +53+4.7% | Added |
| Lewis Asset Management, LLC | 1,176 | $687.4K | 0.50% | +64+5.8% | Added |
| Marquette Asset Management, LLC | 1,176 | $687.6K | 0.11% | −102−8.0% | Reduced |
| Boston Mountain Money Management Inc | 1,178 | $688.6K | 0.40% | −53−4.3% | Reduced |
| Armbruster Capital Management, Inc. | 1,178 | $688.8K | 0.14% | +3+0.3% | Added |
| Northwest Bank & Trust Co | 1,180 | $689.9K | 0.52% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 1,180 | $690.0K | 0.19% | +213+22.0% | Added |
| Crescent Grove Advisors, LLC | 1,186 | $693.7K | 0.07% | −116−8.9% | Reduced |
| Auxano Advisors, LLC | 1,189 | $695.2K | 0.18% | +96+8.8% | Added |
| Intrepid Financial Planning Group LLC | 1,193 | $697.5K | 0.30% | 00.0% | Unchanged |
| Windward Capital Management Co | 1,195 | $698.6K | 0.05% | +771+181.8% | Added |
| Susquehanna International Group Ltd. | 1,196 | $699.3K | 0.15% | +1,196 | New |
| HF Advisory Group, LLC | 1,199 | $701.0K | 0.33% | −59−4.7% | Reduced |
| nVerses Capital, LLC | 1,200 | $701.6K | 0.32% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 1,202 | $702.8K | 0.04% | −29,676−96.1% | Reduced |
| May Barnhard Investments LLC | 1,202 | $702.8K | 0.34% | +3+0.3% | Added |
| Apella Capital, LLC | 1,187 | $703.1K | 0.03% | +67+6.0% | Added |
| Capital Management Associates | 1,204 | $704.0K | 0.78% | −19−1.6% | Reduced |
| Dillon & Associates Inc | 1,205 | $705.0K | 0.10% | +8+0.7% | Added |
| Knights of Columbus Asset Advisors LLC | 1,206 | $705.1K | 0.05% | +78+6.9% | Added |
| LifePro Asset Management | 1,207 | $705.7K | 0.43% | +276+29.6% | Added |
| Autumn Glory Partners, LLC | 1,207 | $706.7K | 0.27% | +662+121.5% | Added |
| Salomon & Ludwin, LLC | 1,211 | $708.0K | 0.07% | +43+3.7% | Added |
| NavPoint Financial, Inc. | 1,215 | $710.3K | 0.57% | +5+0.4% | Added |
| Smith Anglin Financial, LLC | 1,218 | $712.3K | 0.07% | +22+1.8% | Added |
| Canvas Wealth Advisors, LLC | 1,218 | $712.3K | 0.20% | +284+30.4% | Added |
| Black Diamond Financial, LLC | 1,221 | $713.9K | 0.12% | −19−1.5% | Reduced |
| TFB Advisors LLC | 1,221 | $713.9K | 0.21% | +99+8.8% | Added |
| Jamison Private Wealth Management, Inc. | 1,225 | $716.4K | 0.11% | +171+16.2% | Added |
| MEMBERS Trust Co | 1,226 | $716.8K | 0.02% | +6+0.5% | Added |
| Vista Wealth Management Group, LLC | 1,229 | $718.8K | 0.05% | +35+2.9% | Added |
| Kraft, Davis & Associates, LLC | 1,268 | $719.5K | 0.21% | 00.0% | Unchanged |
| Insight Advisors, LLC | 1,233 | $720.4K | 0.13% | −2−0.2% | Reduced |
| Penobscot Wealth Management | 1,234 | $722.0K | 0.39% | +11+0.9% | Added |
| W.H. Cornerstone Investments Inc. | 1,237 | $723.0K | 0.49% | −85−6.4% | Reduced |
| 44 Wealth Management LLC | 1,288 | $727.3K | 0.26% | +1,288 | New |
| Hengehold Capital Management LLC | 1,247 | $729.1K | 0.07% | +253+25.5% | Added |
| Atlas Brown,Inc. | 1,247 | $729.2K | 0.25% | +16+1.3% | Added |
| Twelve Points Wealth Management LLC | 1,248 | $729.9K | 0.23% | +156+14.3% | Added |
| High Net Worth Advisory Group LLC | 1,248 | $730.0K | 0.20% | 00.0% | Unchanged |
| Avory & Company, LLC | 1,249 | $730.3K | 0.44% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 1,252 | $730.3K | 0.44% | +42+3.5% | Added |
| Mosley Wealth Management | 1,279 | $730.9K | 0.50% | +118+10.2% | Added |
| Midwest Financial Group LLC | 1,251 | $731.0K | 0.43% | +4+0.3% | Added |
| Swisher Financial Concepts, Inc. | 1,343 | $731.0K | 0.46% | +682+103.2% | Added |
| Ballast Advisors LLC | 1,251 | $731.4K | 0.23% | −37−2.9% | Reduced |
| Wealth Management Associates, Inc. | 1,256 | $734.4K | 0.32% | +199+18.8% | Added |
| Quadrant Private Wealth Management, LLC | 1,258 | $735.5K | 0.18% | +123+10.8% | Added |
| Newbridge Financial Services Group, Inc. | 1,260 | $736.4K | 0.26% | +385+44.0% | Added |
| First Bank & Trust | 1,263 | $738.5K | 0.14% | +106+9.2% | Added |
| Oxford Financial Group Ltd | 1,264 | $738.8K | 0.05% | −153−10.8% | Reduced |
| Prairiewood Capital, LLC | 1,266 | $740.3K | 0.31% | 00.0% | Unchanged |
| Wealth Forward, LLC | 1,267 | $740.8K | 0.52% | 00.0% | Unchanged |
| DDFG, Inc | 1,268 | $741.4K | 0.21% | 00.0% | Unchanged |
| Twin City Private Wealth, LLC | 1,268 | $741.4K | 0.64% | +34+2.8% | Added |
| Wealth Group, Ltd. | 1,269 | $742.0K | 0.50% | +21+1.7% | Added |
| Winthrop Advisory Group LLC | 1,270 | $742.3K | 0.09% | −54−4.1% | Reduced |
| Winslow Capital Management, LLC | 1,272 | $743.7K | 0.00% | −503,959−99.7% | Reduced |
| SOA Wealth Advisors, LLC. | 1,275 | $745.6K | 0.14% | +46+3.7% | Added |
| Tyler-Stone Wealth Management | 1,279 | $747.5K | 0.14% | +776+154.3% | Added |
| Code Waechter LLC | 1,279 | $748.0K | 0.71% | +1,279 | New |
| First Western Trust Bank | 1,282 | $749.6K | 0.03% | −47−3.5% | Reduced |
| Stonebridge Financial Planning Group, LLC | 1,284 | $750.9K | 0.36% | −2−0.2% | Reduced |
| FFT Wealth Management LLC | 1,288 | $753.0K | 0.06% | +136+11.8% | Added |
| Altiora Financial Group, LLC | 1,288 | $753.1K | 0.17% | −7−0.5% | Reduced |
| One + One Wealth Management, LLC | 1,295 | $757.2K | 0.45% | +35+2.8% | Added |
| BCK Partners, Inc. | 1,296 | $757.7K | 0.36% | +16+1.3% | Added |
| Novak & Powell Financial Services, Inc. | 1,296 | $758.0K | 0.44% | +3+0.2% | Added |
| VeraBank, N.A. | 1,299 | $759.5K | 0.22% | −13−1.0% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 1,300 | $760.5K | 0.08% | −42−3.1% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 1,307 | $764.2K | 0.69% | −11−0.8% | Reduced |
| TBH Global Asset Management, LLC | 1,307 | $764.4K | 0.17% | −15−1.1% | Reduced |
| Geneva Partners, LLC | 1,311 | $766.5K | 0.33% | +1,311 | New |
| KilterHowling LLC | 1,315 | $768.8K | 0.48% | +47+3.7% | Added |
| Buska Wealth Management, LLC | 1,315 | $768.9K | 0.27% | +69+5.5% | Added |
| Strait & Sound Wealth Management LLC | 1,316 | $769.4K | 0.37% | +213+19.3% | Added |
| Everpar Advisors LLC | 1,317 | $770.0K | 0.40% | −121−8.4% | Reduced |
| NFP Retirement, Inc. | 1,317 | $770.1K | 0.06% | +3+0.2% | Added |
| Cassia Capital Partners, LLC | 1,320 | $771.8K | 0.51% | −96−6.8% | Reduced |
| Ullmann Financial Group, Inc. | 1,324 | $774.2K | 0.10% | +117+9.7% | Added |
| Aspen Grove Capital, LLC | 1,329 | $777.0K | 0.17% | +37+2.9% | Added |
| Thomasville National Bank | 1,332 | $778.8K | 0.06% | +14+1.1% | Added |
| TCM Advisors, LLC | – | $779.4K | 0.64% | – | – |
| Brown, Lisle/Cummings, Inc. | 1,335 | $780.5K | 0.24% | −25−1.8% | Reduced |
| J.Safra Asset Management Corp | 1,348 | $784.3K | 0.07% | +178+15.2% | Added |