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 |
|---|---|---|---|---|---|
| Full Sail Capital, LLC | 1,579 | $923.2K | 0.06% | +8+0.5% | Added |
| Navellier & Associates Inc | 1,583 | $925.5K | 0.13% | +4+0.3% | Added |
| Sunflower Bank, N.A. | 1,587 | $927.9K | 0.25% | +76+5.0% | Added |
| KRS Capital Management, LLC | 1,588 | $928.5K | 0.68% | −236−12.9% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 1,594 | $932.0K | 0.19% | +349+28.0% | Added |
| Bordeaux Wealth Advisors LLC | 1,596 | $933.1K | 0.17% | +338+26.9% | Added |
| Integrated Investment Consultants, LLC | 1,597 | $933.9K | 0.20% | +528+49.4% | Added |
| RiverGlades Family Offices LLC | 1,600 | $935.5K | 0.67% | −200−11.1% | Reduced |
| CTC LLC | 1,601 | $936.1K | 0.04% | −18,623−92.1% | Reduced |
| Saturna Capital CORP | 1,606 | $939.0K | 0.01% | +25+1.6% | Added |
| Fortitude Advisory Group L.L.C. | 1,611 | $942.1K | 0.59% | −76−4.5% | Reduced |
| Lake Street Financial LLC | 1,611 | $942.2K | 0.15% | −2,012−55.5% | Reduced |
| Chapin Davis, Inc. | 1,616 | $945.0K | 0.31% | −85−5.0% | Reduced |
| Global Trust Asset Management, LLC | 1,617 | $945.1K | 0.35% | −10−0.6% | Reduced |
| White Pine Capital LLC | 1,619 | $946.6K | 0.32% | +6+0.4% | Added |
| Gries Financial LLC | 1,619 | $946.6K | 0.18% | +984+155.0% | Added |
| Corundum Trust Company, INC | 1,622 | $948.4K | 2.61% | +6+0.4% | Added |
| Ausdal Financial Partners, Inc. | 1,622 | $948.6K | 0.10% | −29−1.8% | Reduced |
| Proffitt & Goodson Inc | 1,624 | $949.5K | 0.16% | +107+7.1% | Added |
| First National Bank Sioux Falls | 1,625 | $950.1K | 0.43% | 00.0% | Unchanged |
| Invenio Wealth Partners LLC | 1,628 | $951.9K | 0.41% | +6+0.4% | Added |
| Virtue Capital Management, LLC | 1,637 | $956.8K | 0.19% | +316+23.9% | Added |
| First Affirmative Financial Network | 1,641 | $959.7K | 0.53% | +37+2.3% | Added |
| Core Wealth Partners LLC | 1,645 | $961.8K | 0.58% | +447+37.3% | Added |
| West Paces Advisors Inc. | 1,645 | $961.8K | 0.24% | +3+0.2% | Added |
| Gould Asset Management LLC | 1,648 | $963.6K | 0.21% | −25−1.5% | Reduced |
| Delta Financial Group, Inc. | 1,650 | $965.0K | 0.36% | +17+1.0% | Added |
| Proathlete Wealth Management LLC | 1,658 | $969.3K | 0.40% | −7−0.4% | Reduced |
| Baker Avenue Asset Management, LP | 1,659 | $969.9K | 0.03% | −48−2.8% | Reduced |
| Nicholson Wealth Management Group, LLC | 1,659 | $970.0K | 0.80% | +1,659 | New |
| LS Investment Advisors, LLC | 1,660 | $970.6K | 0.14% | −825−33.2% | Reduced |
| Texas Capital Bancshares Inc | 1,660 | $970.6K | 0.39% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 1,661 | $971.0K | 0.38% | +147+9.7% | Added |
| Cape Investment Advisory, Inc. | 1,663 | $972.4K | 0.39% | −21−1.2% | Reduced |
| Leo Wealth, LLC | 1,667 | $974.6K | 0.09% | −331−16.6% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 1,672 | $977.6K | 0.12% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 1,672 | $977.7K | 0.71% | +621+59.1% | Added |
| Detalus Advisors, LLC | 1,673 | $978.3K | 0.33% | +28+1.7% | Added |
| Mill Creek Capital Advisors, LLC | 1,675 | $979.3K | 0.02% | −308−15.5% | Reduced |
| Latitude Advisors, LLC | 1,678 | $980.9K | 0.56% | +137+8.9% | Added |
| Inspire Advisors, LLC | 1,679 | $981.6K | 0.12% | −171−9.2% | Reduced |
| Maven Securities LTD | 1,680 | $982.3K | 0.11% | −6,562−79.6% | Reduced |
| Peoples Bank | 1,682 | $983.4K | 0.66% | +1,682 | New |
| Centerpoint Advisors, LLC | 1,683 | $984.0K | 0.34% | 00.0% | Unchanged |
| 1st Source Bank | 1,687 | $986.4K | 0.06% | +90+5.6% | Added |
| ICONIQ Capital, LLC | 1,688 | $986.9K | 0.02% | +972+135.8% | Added |
| Aire Advisors, LLC | 1,689 | $987.2K | 0.22% | −26−1.5% | Reduced |
| Heron Bay Capital Management | 1,694 | $990.4K | 0.21% | +71+4.4% | Added |
| Johnson & White Wealth Management, LLC | 1,695 | $991.0K | 0.85% | +65+4.0% | Added |
| Mindset Wealth Management, LLC | 1,703 | $995.7K | 0.41% | +1,703 | New |
| Paladin Advisory Group, LLC | 1,710 | $999.8K | 0.74% | −25−1.4% | Reduced |
| FLC Capital Advisors | 1,716 | $1.00M | 0.23% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 1,719 | $1.01M | 0.17% | −477−21.7% | Reduced |
| Atlas Private Wealth Advisors | 1,725 | $1.01M | 0.15% | −32−1.8% | Reduced |
| AA Financial Advisors, LLC | 1,726 | $1.01M | 0.29% | +82+5.0% | Added |
| Tompkins Financial Corp | 1,727 | $1.01M | 0.10% | +49+2.9% | Added |
| Droms Strauss Advisors Inc | 1,727 | $1.01M | 0.36% | −170−9.0% | Reduced |
| MV Capital Management, Inc. | 1,729 | $1.01M | 0.11% | +79+4.8% | Added |
| Prosperity Financial Group, Inc. | 1,733 | $1.01M | 0.57% | −300−14.8% | Reduced |
| Elyxium Wealth, LLC | 1,737 | $1.02M | 0.56% | +1,737 | New |
| TCI Wealth Advisors, Inc. | 1,742 | $1.02M | 0.09% | −34−1.9% | Reduced |
| Verdad Advisers, LP | 1,743 | $1.02M | 1.36% | +362+26.2% | Added |
| Cypress Capital, LLC | 1,748 | $1.02M | 0.26% | −71−3.9% | Reduced |
| Summit Wealth Group, LLC | 1,750 | $1.02M | 0.30% | −30−1.7% | Reduced |
| Aspen Wealth Strategies, LLC | 1,750 | $1.02M | 0.66% | −126−6.7% | Reduced |
| KG&L Capital Management,LLC | 1,751 | $1.02M | 0.33% | −1,244−41.5% | Reduced |
| Broadwater Capital Management LLC | 1,754 | $1.03M | 0.76% | 00.0% | Unchanged |
| Presidio Capital Management, LLC | 1,760 | $1.03M | 0.66% | +62+3.7% | Added |
| Asset Management Group, Inc. | 1,762 | $1.03M | 0.18% | −84−4.6% | Reduced |
| ASB Consultores, LLC | 1,763 | $1.03M | 0.41% | +478+37.2% | Added |
| Five Oceans Advisors | 1,765 | $1.03M | 0.49% | +54+3.2% | Added |
| Buttonwood Financial Advisors Inc. | 1,766 | $1.03M | 0.45% | −89−4.8% | Reduced |
| New Republic Capital, LLC | 1,769 | $1.03M | 0.59% | −208−10.5% | Reduced |
| Heritage Wealth Partners, LLC | 1,773 | $1.04M | 1.22% | +1,004+130.6% | Added |
| Wealth Group Ltd | 1,777 | $1.04M | 0.30% | +68+4.0% | Added |
| FSB Premier Wealth Management, Inc. | 1,779 | $1.04M | 0.43% | +102+6.1% | Added |
| Buffington Mohr McNeal | 1,781 | $1.04M | 0.17% | −13−0.7% | Reduced |
| Fort Point Capital Partners LLC | 1,783 | $1.04M | 0.13% | +183+11.4% | Added |
| FRG Family Wealth Advisors LLC | 1,787 | $1.04M | 0.19% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 1,830 | $1.05M | 0.16% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 1,790 | $1.05M | 0.19% | −339−15.9% | Reduced |
| Precedent Wealth Partners, LLC | 1,791 | $1.05M | 0.35% | +1,791 | New |
| Quantum Private Wealth, LLC | 1,792 | $1.05M | 0.35% | 00.0% | Unchanged |
| 1776 Wealth LLC | 1,803 | $1.05M | 0.47% | −104−5.5% | Reduced |
| Wealthstream Advisors, Inc. | 1,810 | $1.06M | 0.19% | −12−0.7% | Reduced |
| Magnolia Capital Advisors LLC | 1,811 | $1.06M | 0.53% | +128+7.6% | Added |
| Resolute Wealth Strategies, LLC | 1,813 | $1.06M | 0.55% | +1+0.1% | Added |
| Soundwatch Capital LLC | 1,818 | $1.06M | 0.17% | +109+6.4% | Added |
| Alpha Family Trust | 1,820 | $1.06M | 0.59% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 1,821 | $1.06M | 0.23% | +11+0.6% | Added |
| My Personal CFO, LLC | 1,822 | $1.07M | 0.58% | −60−3.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,829 | $1.07M | 0.00% | 00.0% | Unchanged |
| Campion Asset Management LLC | 1,830 | $1.07M | 0.79% | −37−2.0% | Reduced |
| Valtinson Bruner Financial Planning LLC | 1,834 | $1.07M | 0.37% | −17−0.9% | Reduced |
| EdgeRock Capital LLC | 1,836 | $1.07M | 0.76% | +72+4.1% | Added |
| Virginia Wealth Management Group, Inc. | 1,838 | $1.07M | 0.67% | +1+0.1% | Added |
| Capital Advisors, Ltd. LLC | 1,839 | $1.07M | 0.13% | +21+1.2% | Added |
| CWC Advisors, LLC. | 1,843 | $1.08M | 1.06% | +1,843 | New |
| Diamant Asset Management, Inc. | 1,850 | $1.08M | 0.68% | −40−2.1% | Reduced |
| Kingdom Financial Group LLC. | 1,854 | $1.08M | 0.81% | +6+0.3% | Added |