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 |
|---|---|---|---|---|---|
| New Century Financial Group, LLC | 1,857 | $1.09M | 0.40% | +652+54.1% | Added |
| Invesco, LLC | 1,861 | $1.09M | 0.43% | +240+14.8% | Added |
| ABLE Financial Group, LLC | 1,862 | $1.09M | 0.34% | −5−0.3% | Reduced |
| Asset Advisors Investment Management, LLC | 1,863 | $1.09M | 0.11% | −37−1.9% | Reduced |
| LRT Capital Management, LLC | 1,863 | $1.09M | 1.01% | +1,863 | New |
| Franklin Street Advisors Inc | 1,865 | $1.09M | 0.07% | −137−6.8% | Reduced |
| Total Clarity Wealth Management, Inc. | 1,867 | $1.09M | 0.35% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 1,869 | $1.09M | 0.32% | +128+7.4% | Added |
| ORG Partners LLC | 1,866 | $1.09M | 0.17% | −624−25.1% | Reduced |
| KFG Wealth Management, LLC | 1,874 | $1.10M | 0.24% | +756+67.6% | Added |
| Gouws Capital LLC | 1,876 | $1.10M | 0.74% | 00.0% | Unchanged |
| Smart Portfolios, LLC | 1,877 | $1.10M | 1.12% | 00.0% | Unchanged |
| Seven Mile Advisory | 1,877 | $1.10M | 0.73% | +151+8.7% | Added |
| PBMares Wealth Management LLC | 1,880 | $1.10M | 0.23% | −8−0.4% | Reduced |
| Aspire Private Capital, LLC | 1,881 | $1.10M | 0.26% | +30+1.6% | Added |
| IVC Wealth Advisors LLC | 1,887 | $1.10M | 0.60% | −18−0.9% | Reduced |
| Legacy Edge Advisors, LLC | 1,890 | $1.11M | 0.18% | −49−2.5% | Reduced |
| Mosaic Family Wealth Partners, LLC | 1,894 | $1.11M | 0.16% | +58+3.2% | Added |
| Planning Capital Management Corp | 1,899 | $1.11M | 0.74% | +660+53.3% | Added |
| BluePath Capital Management, LLC | 1,900 | $1.11M | 0.70% | +200+11.8% | Added |
| LRI Investments, LLC | 18,558 | $1.11M | 0.11% | +16,910+1,026.1% | Added |
| Webster Bank, N. A. | 1,911 | $1.12M | 0.12% | +177+10.2% | Added |
| Davies Financial Advisors, Inc. | 1,912 | $1.12M | 0.98% | −46−2.3% | Reduced |
| Baron Wealth Management LLC | 1,923 | $1.12M | 0.54% | +467+32.1% | Added |
| Thrive Wealth Management, LLC | 1,924 | $1.12M | 0.21% | +78+4.2% | Added |
| Cito Capital Group, LLC | 1,926 | $1.13M | 0.42% | −2,000−50.9% | Reduced |
| 626 Financial, LLC | 1,932 | $1.13M | 0.63% | −168−8.0% | Reduced |
| First Financial Corp | 1,933 | $1.13M | 0.54% | −28−1.4% | Reduced |
| Founders Capital Management, LLC | 1,939 | $1.13M | 0.20% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,940 | $1.13M | 0.07% | +29+1.5% | Added |
| Raleigh Capital Management Inc. | 1,940 | $1.13M | 0.44% | +771+66.0% | Added |
| WealthBridge Capital Management, LLC | 1,942 | $1.14M | 0.33% | +576+42.2% | Added |
| Baldwin Brothers Inc | 1,942 | $1.14M | 0.08% | +361+22.8% | Added |
| Chickasaw Capital Management LLC | 1,948 | $1.14M | 0.05% | 00.0% | Unchanged |
| Cardinal Capital Management, Inc. | 1,950 | $1.14M | 0.05% | −28,551−93.6% | Reduced |
| WealthTrust Axiom LLC | 1,959 | $1.15M | 0.34% | 00.0% | Unchanged |
| Clarity Financial LLC | 1,963 | $1.15M | 0.13% | −388−16.5% | Reduced |
| Cornerstone Wealth Management, LLC | 1,964 | $1.15M | 0.08% | 00.0% | Unchanged |
| United Advisor Group, LLC | 1,966 | $1.15M | 0.26% | +754+62.2% | Added |
| Arvest Bank Trust Division | 1,973 | $1.15M | 0.07% | +1,973 | New |
| Profit Investment Management, LLC | 1,974 | $1.15M | 0.91% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 1,981 | $1.16M | 0.64% | −24−1.2% | Reduced |
| Sunburst Financial Group, LLC | 1,983 | $1.16M | 0.29% | +37+1.9% | Added |
| Capital Market Strategies LLC | 1,987 | $1.16M | 0.70% | −4−0.2% | Reduced |
| Consolidated Planning Corp | 1,988 | $1.16M | 0.17% | −185−8.5% | Reduced |
| First Commonwealth Financial Corp | 1,992 | $1.16M | 0.28% | +23+1.2% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 2,000 | $1.17M | 0.07% | 00.0% | Unchanged |
| Monetta Financial Services Inc | 2,000 | $1.17M | 1.00% | 00.0% | Unchanged |
| Lumbard & Kellner, LLC | 2,000 | $1.17M | 0.52% | 00.0% | Unchanged |
| Epiq Partners, LLC | 2,000 | $1.17M | 0.65% | 00.0% | Unchanged |
| Blake Schutter Theil Wealth Advisors, LLC | 2,002 | $1.17M | 0.84% | +2,002 | New |
| Beck Mack & Oliver LLC | 2,005 | $1.17M | 0.02% | −97−4.6% | Reduced |
| Modus Advisors, LLC | 2,006 | $1.17M | 0.39% | −358−15.1% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 2,306 | $1.17M | 0.44% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 2,010 | $1.18M | 0.24% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 2,010 | $1.18M | 0.14% | −50−2.4% | Reduced |
| Armstrong Advisory Group, Inc | 2,013 | $1.18M | 0.10% | −7−0.3% | Reduced |
| Copperwynd Financial, LLC | 2,020 | $1.18M | 0.36% | +245+13.8% | Added |
| Kozak & Associates, Inc. | 2,079 | $1.19M | 0.28% | +12+0.6% | Added |
| Peak Asset Management, LLC | 2,037 | $1.19M | 0.22% | 00.0% | Unchanged |
| First Pacific Financial | 2,042 | $1.19M | 0.28% | +36+1.8% | Added |
| North Ridge Wealth Advisors, Inc. | 2,044 | $1.20M | 0.81% | 00.0% | Unchanged |
| Kellett Schaffner Wealth Advisors LLC | 2,050 | $1.20M | 0.86% | +190+10.2% | Added |
| Waterfront Wealth Inc. | 2,119 | $1.20M | 0.29% | +73+3.6% | Added |
| Private Portfolio Partners LLC | 2,057 | $1.20M | 0.23% | +2,057 | New |
| Independent Solutions Wealth Management, LLC | 2,067 | $1.21M | 0.27% | +41+2.0% | Added |
| Aveo Capital Partners, LLC | 2,068 | $1.21M | 0.13% | +108+5.5% | Added |
| GPS Wealth Strategies Group, LLC | 2,073 | $1.21M | 0.16% | −107−4.9% | Reduced |
| Richardson Financial Services Inc. | 2,386 | $1.22M | 0.77% | +7+0.3% | Added |
| SMART Wealth LLC | 2,081 | $1.22M | 0.48% | −166−7.4% | Reduced |
| American Money Management, LLC | 2,082 | $1.22M | 0.24% | −48−2.3% | Reduced |
| Patrick M Sweeney & Associates, Inc | 2,087 | $1.22M | 0.90% | +96+4.8% | Added |
| Forte Capital LLC | 2,100 | $1.23M | 0.14% | −316−13.1% | Reduced |
| McLean Asset Management Corp | 2,077 | $1.23M | 0.37% | +25+1.2% | Added |
| Smith, Moore & Co. | 2,101 | $1.23M | 0.12% | −132−5.9% | Reduced |
| Clean Yield Group | 2,102 | $1.23M | 0.39% | +15+0.7% | Added |
| Castle Wealth Management LLC | 2,104 | $1.23M | 0.49% | +41+2.0% | Added |
| Taylor Hoffman Capital Management LLC | 2,184 | $1.23M | 0.47% | +2,184 | New |
| Godshalk Welsh Capital Management, Inc. | 2,110 | $1.23M | 0.78% | −225−9.6% | Reduced |
| Kolinsky Wealth Management, LLC | 2,114 | $1.24M | 0.80% | −77−3.5% | Reduced |
| Financial Management Professionals, Inc. | 2,116 | $1.24M | 0.15% | +780+58.4% | Added |
| Zuckerman Investment Group, LLC | 2,116 | $1.24M | 0.13% | +64+3.1% | Added |
| Kerrisdale Advisers, LLC | 2,117 | $1.24M | 0.42% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 2,119 | $1.24M | 0.17% | +19+0.9% | Added |
| Seeds Investor LLC | 2,128 | $1.24M | 0.47% | +686+47.6% | Added |
| Drucker Wealth 3.0, LLC | 2,129 | $1.24M | 0.30% | +43+2.1% | Added |
| 180 Wealth Advisors, LLC | 2,129 | $1.24M | 0.20% | −40−1.8% | Reduced |
| Sovereign Financial Group, Inc. | 2,137 | $1.25M | 0.29% | −48−2.2% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 2,139 | $1.25M | 0.25% | +258+13.7% | Added |
| Carolinas Wealth Consulting LLC | 2,144 | $1.25M | 0.23% | −75−3.4% | Reduced |
| Iams Wealth Management, LLC | 2,147 | $1.26M | 0.62% | +189+9.7% | Added |
| Argent Advisors, Inc. | 2,150 | $1.26M | 0.47% | −6−0.3% | Reduced |
| Pennsylvania Capital Management Inc | 2,155 | $1.26M | 0.45% | +23+1.1% | Added |
| Main Street Financial Solutions, LLC | 2,155 | $1.26M | 0.12% | −2,359−52.3% | Reduced |
| Opinicus Capital, Inc. | 2,156 | $1.26M | 1.01% | +191+9.7% | Added |
| Convergence Investment Partners, LLC | 2,162 | $1.26M | 0.34% | +110+5.4% | Added |
| Lederer & Associates Investment Counsel | 2,165 | $1.27M | 0.89% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,174 | $1.27M | 0.11% | +107+5.2% | Added |
| Kennebec Savings Bank | 2,186 | $1.28M | 1.26% | +2,186 | New |
| Berkeley Capital Partners, LLC | 2,189 | $1.28M | 0.37% | +15+0.7% | Added |