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 |
|---|---|---|---|---|---|
| Copley Financial Group, Inc. | 1,345 | $786.4K | 0.71% | +1,345 | New |
| Vigilare Wealth Management | 1,345 | $786.5K | 0.32% | −7−0.5% | Reduced |
| Birinyi Associates Inc | 1,350 | $789.0K | 0.23% | 00.0% | Unchanged |
| Peoples Bank | 1,350 | $789.3K | 0.40% | −5−0.4% | Reduced |
| Goldstein Advisors, LLC | 1,353 | $790.8K | 0.12% | +60+4.6% | Added |
| Ignite Planners, LLC | 1,353 | $790.9K | 0.18% | +136+11.2% | Added |
| Cahaba Wealth Management, Inc. | 1,358 | $794.3K | 0.07% | −1,526−52.9% | Reduced |
| Renaissance Group LLC | 1,360 | $795.1K | 0.03% | −569−29.5% | Reduced |
| Sanders Morris Harris LLC | 1,363 | $796.9K | 0.13% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 1,364 | $797.5K | 0.13% | 00.0% | Unchanged |
| Cyr Financial Inc. | 1,364 | $797.5K | 0.74% | +22+1.6% | Added |
| Baker Tilly Wealth Management, LLC | 1,364 | $797.5K | 0.35% | −697−33.8% | Reduced |
| Summit Financial Strategies, Inc. | 1,365 | $798.0K | 0.09% | −38−2.7% | Reduced |
| American State Bank (Iowa) | 1,365 | $798.1K | 0.48% | −10−0.7% | Reduced |
| Ellsworth Advisors, LLC | 1,367 | $799.3K | 0.21% | +139+11.3% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,369 | $800.4K | 0.12% | +4+0.3% | Added |
| Washington Capital Management Inc | 1,370 | $801.0K | 0.62% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 1,371 | $801.6K | 0.47% | −33−2.4% | Reduced |
| Whalen Wealth Management Inc. | 1,372 | $802.2K | 0.57% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 1,373 | $802.6K | 0.28% | +607+79.2% | Added |
| Townsend Asset Management Corp | 1,373 | $802.9K | 0.30% | +3+0.2% | Added |
| Advus Financial Partners, LLC | 1,375 | $803.8K | 0.23% | +129+10.4% | Added |
| Woodward Diversified Capital, LLC | 1,382 | $808.1K | 0.51% | +769+125.4% | Added |
| Laidlaw Wealth Management LLC | 1,385 | $809.8K | 0.40% | −89−6.0% | Reduced |
| Washington Trust Co | 1,394 | $815.3K | 0.03% | −27−1.9% | Reduced |
| Charter Oak Capital Management, LLC | 1,395 | $815.4K | 0.08% | +308+28.3% | Added |
| Fortress Wealth Group, LLC | 1,447 | $818.0K | 0.41% | −38−2.6% | Reduced |
| Parkside Investments, LLC | 1,399 | $818.2K | 0.12% | −2,000−58.8% | Reduced |
| PrairieView Partners, LLC | 1,405 | $821.0K | 0.09% | −184−11.6% | Reduced |
| Watershed Private Wealth LLC | 1,406 | $822.1K | 0.33% | +259+22.6% | Added |
| Worth Asset Management, LLC | 1,408 | $823.2K | 0.45% | +757+116.3% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 1,408 | $823.2K | 0.49% | +953+209.5% | Added |
| Consolidated Portfolio Review Corp | 1,412 | $825.5K | 0.18% | +66+4.9% | Added |
| Howard Bailey Securities, LLC | 1,412 | $825.6K | 0.31% | +1,412 | New |
| Wellspring Financial Advisors, LLC | 1,419 | $829.6K | 0.10% | +224+18.7% | Added |
| Tang Capital Management LLC | 1,422 | $831.4K | 0.06% | +1,422 | New |
| ODonnell Financial Services, LLC | 1,436 | $839.6K | 0.34% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 1,443 | $844.0K | 0.01% | +107+8.0% | Added |
| Cypress Wealth Services, LLC | 1,445 | $845.0K | 0.17% | +79+5.8% | Added |
| General Partner, Inc. | 1,446 | $845.4K | 0.53% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 1,446 | $845.4K | 0.17% | +255+21.4% | Added |
| Claris Advisors, LLC | 1,454 | $850.1K | 0.37% | 00.0% | Unchanged |
| Crestline Management, LP | 1,458 | $852.5K | 0.05% | +1,458 | New |
| Columbus Macro, LLC | 1,448 | $853.0K | 0.31% | −13−0.9% | Reduced |
| Titleist Asset Management, LLC | 1,460 | $853.7K | 0.12% | +285+24.3% | Added |
| Copperleaf Capital, LLC | 1,462 | $854.8K | 0.65% | −13−0.9% | Reduced |
| Gerber, LLC | 1,463 | $855.4K | 0.63% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 1,464 | $856.1K | 0.56% | −88−5.7% | Reduced |
| Clifford Group, LLC | 1,469 | $859.0K | 0.67% | −12−0.8% | Reduced |
| Kanawha Capital Management LLC | 1,470 | $859.5K | 0.06% | +2+0.1% | Added |
| Bouchey Financial Group Ltd | 1,474 | $861.8K | 0.08% | +38+2.6% | Added |
| Summit Wealth Partners, LLC | 1,475 | $862.4K | 0.17% | 00.0% | Unchanged |
| STAR Financial Bank | 1,477 | $863.6K | 0.58% | −423−22.3% | Reduced |
| Ssi Investment Management LLC | 1,480 | $865.3K | 0.06% | −1−0.1% | Reduced |
| Harvest Fund Management Co., Ltd | 1,481 | $866.0K | 0.05% | −1,334−47.4% | Reduced |
| Permanens Capital L.P. | 1,484 | $867.7K | 0.18% | +1,484 | New |
| Invst, LLC | 1,485 | $868.1K | 0.11% | −25−1.7% | Reduced |
| Onyx Bridge Wealth Group LLC | 1,486 | $868.9K | 0.13% | −25−1.7% | Reduced |
| Kowal Investment Group, LLC | 1,488 | $870.0K | 0.16% | +319+27.3% | Added |
| Marotta Asset Management | 1,492 | $872.3K | 0.17% | −7−0.5% | Reduced |
| Foster Group, Inc. | 1,495 | $873.9K | 0.03% | −2,036−57.7% | Reduced |
| Paradigm Asset Management Co LLC | 1,495 | $874.1K | 0.23% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,496 | $874.7K | 0.28% | +24+1.6% | Added |
| Sonata Capital Group Inc | 1,497 | $875.0K | 0.37% | 00.0% | Unchanged |
| Summa Corp. | 1,497 | $875.3K | 0.42% | +247+19.8% | Added |
| SPC Financial, Inc. | 1,498 | $875.9K | 0.08% | +1,049+233.6% | Added |
| Verity & Verity, LLC | 1,499 | $876.4K | 0.09% | +154+11.4% | Added |
| Intact Investment Management Inc. | 1,500 | $877.0K | 0.03% | −1,980−56.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,501 | $878.0K | 0.34% | +913+155.3% | Added |
| AllSquare Wealth Management LLC | 1,502 | $878.2K | 0.50% | 00.0% | Unchanged |
| Agate Pass Investment Management, LLC | 1,504 | $879.4K | 0.44% | +58+4.0% | Added |
| Jacobsen Capital Management | 1,507 | $881.1K | 0.37% | −54−3.5% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,508 | $882.0K | 0.33% | +3+0.2% | Added |
| Hoxton Planning & Management, LLC | 1,512 | $884.2K | 0.34% | +356+30.8% | Added |
| Coastal Investment Advisors, Inc. | 1,465 | $886.6K | 0.41% | −3,992−73.2% | Reduced |
| Root Financial Partners, LLC | 1,518 | $887.6K | 0.14% | +266+21.2% | Added |
| Tandem Investment Advisors, Inc. | 1,521 | $889.0K | 0.03% | +21+1.4% | Added |
| Quantum Financial Advisors, LLC | 1,522 | $890.1K | 0.14% | 00.0% | Unchanged |
| Oxinas Partners Wealth Management LLC | 1,531 | $895.3K | 0.55% | +1+0.1% | Added |
| Paloma Partners Management Co | 1,536 | $898.1K | 0.05% | +1,235+410.3% | Added |
| SFMG, LLC | 1,537 | $898.4K | 0.07% | +56+3.8% | Added |
| Mitchell Sinkler & Starr | 1,537 | $898.8K | 0.23% | +148+10.7% | Added |
| Arcus Capital Partners, LLC | 1,538 | $899.0K | 0.33% | −123−7.4% | Reduced |
| Tudor Financial Inc. | 1,540 | $900.4K | 0.55% | +1,540 | New |
| Clear Creek Financial Management, LLC | 1,544 | $902.5K | 0.10% | +114+8.0% | Added |
| Good Life Advisors, LLC | 1,545 | $903.4K | 0.06% | +519+50.6% | Added |
| Jeppson Wealth Management, LLC | 1,545 | $903.5K | 0.32% | −43−2.7% | Reduced |
| Sonoma Private Wealth LLC | 1,552 | $907.4K | 1.41% | −45−2.8% | Reduced |
| Farmers Trust Co | 1,552 | $907.4K | 0.17% | −26−1.6% | Reduced |
| Gilbert & Cook, Inc. | 1,555 | $909.4K | 0.13% | +1,095+238.0% | Added |
| Lavaca Capital LLC | 1,559 | $911.5K | 0.44% | −698−30.9% | Reduced |
| Fiduciary Financial Group, LLC | 1,569 | $912.5K | 0.21% | +22+1.4% | Added |
| Intellectus Partners, LLC | 1,561 | $912.8K | 0.23% | −1,952−55.6% | Reduced |
| Pointe Capital Management LLC | 1,562 | $913.3K | 0.53% | +89+6.0% | Added |
| CoreCap Advisors, LLC | 1,562 | $913.3K | 0.04% | −4,077−72.3% | Reduced |
| GW Henssler & Associates Ltd | 1,566 | $915.6K | 0.05% | +1+0.1% | Added |
| City State Bank | 1,569 | $917.4K | 0.33% | −36−2.2% | Reduced |
| RFP Financial Group LLC | 1,572 | $919.3K | 0.30% | +6+0.4% | Added |
| Sather Financial Group Inc | 1,575 | $920.9K | 0.06% | +12+0.8% | Added |
| Verum Partners LLC | 1,575 | $921.1K | 0.27% | +44+2.9% | Added |