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 |
|---|---|---|---|---|---|
| Texas Yale Capital Corp. | 2,190 | $1.28M | 0.06% | +100+4.8% | Added |
| Measured Wealth Private Client Group, LLC | 2,194 | $1.28M | 0.43% | −313−12.5% | Reduced |
| Peachtree Investment Partners, LLC | 2,194 | $1.28M | 0.48% | −110−4.8% | Reduced |
| Pinnacle Bancorp, Inc. | 2,197 | $1.28M | 0.34% | +157+7.7% | Added |
| Richard W. Paul & Associates, LLC | 2,200 | $1.29M | 0.46% | +2+0.1% | Added |
| Cladis Investment Advisory, LLC | 2,201 | $1.29M | 0.89% | −305−12.2% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 2,201 | $1.29M | 0.37% | −390−15.1% | Reduced |
| Unique Wealth Strategies, LLC | 2,204 | $1.29M | 0.56% | +215+10.8% | Added |
| Covenant Partners, LLC | 2,205 | $1.29M | 0.38% | +27+1.2% | Added |
| Clayton Financial Group LLC | 2,205 | $1.29M | 0.48% | +2,205 | New |
| Corundum Group, Inc. | 2,206 | $1.29M | 0.59% | −935−29.8% | Reduced |
| Headlands Technologies LLC | 2,222 | $1.30M | 0.15% | +2,222 | New |
| Rogco, LP | 2,227 | $1.30M | 0.51% | −107−4.6% | Reduced |
| Weinberger Asset Management, Inc | 2,236 | $1.31M | 0.56% | +21+0.9% | Added |
| HTLF Bank | 2,253 | $1.32M | 0.14% | −85−3.6% | Reduced |
| Bremer Bank National Association | 2,256 | $1.32M | 0.25% | −238−9.5% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 2,262 | $1.32M | 2.59% | −139−5.8% | Reduced |
| Keystone Financial Group | 2,262 | $1.32M | 0.17% | +10+0.4% | Added |
| HCR Wealth Advisors | 2,265 | $1.32M | 0.17% | +61+2.8% | Added |
| Park National Corp | 2,267 | $1.33M | 0.05% | −28−1.2% | Reduced |
| Dark Forest Capital Management LP | 2,268 | $1.33M | 0.17% | +1,534+209.0% | Added |
| Cookson Peirce & Co Inc | 2,275 | $1.33M | 0.06% | +64+2.9% | Added |
| Camden Capital, LLC | 2,277 | $1.33M | 0.14% | −107−4.5% | Reduced |
| LWMG, LLC | 2,287 | $1.34M | 0.25% | +768+50.6% | Added |
| CoreFirst Bank & Trust | 2,293 | $1.34M | 0.77% | −40−1.7% | Reduced |
| Bluesphere Advisors, LLC | 2,296 | $1.34M | 0.66% | −20−0.9% | Reduced |
| Monument Capital Management | 2,301 | $1.35M | 0.37% | +438+23.5% | Added |
| Klingman & Associates, LLC | 2,301 | $1.35M | 0.08% | +1,375+148.5% | Added |
| Saxon Interests, Inc. | 2,301 | $1.35M | 0.61% | +148+6.9% | Added |
| Semus Wealth Partners LLC | 2,302 | $1.35M | 0.94% | +98+4.4% | Added |
| Cardiff Park Advisors, LLC | 2,305 | $1.35M | 0.12% | −49−2.1% | Reduced |
| Axq Capital, LP | 2,306 | $1.35M | 0.41% | +1,014+78.5% | Added |
| Silver Oak Securities, Inc | 2,321 | $1.35M | 0.14% | +449+24.0% | Added |
| Uncommon Cents Investing LLC | 2,310 | $1.35M | 0.38% | 00.0% | Unchanged |
| Callan Capital, LLC | 2,312 | $1.35M | 0.09% | −699−23.2% | Reduced |
| Crawford Investment Counsel Inc | 2,317 | $1.35M | 0.02% | −59−2.5% | Reduced |
| GenTrust, LLC | 2,318 | $1.36M | 0.07% | +688+42.2% | Added |
| Tobam | 2,320 | $1.36M | 0.25% | +429+22.7% | Added |
| DGS Capital Management, LLC | 2,320 | $1.36M | 0.37% | +9+0.4% | Added |
| CVA Family Office, LLC | 2,322 | $1.36M | 0.22% | +99+4.5% | Added |
| InTrack Investment Management Inc | 2,323 | $1.36M | 0.96% | +5+0.2% | Added |
| Financial Security Advisor, Inc. | 2,323 | $1.36M | 0.34% | +433+22.9% | Added |
| Brandywine Oak Private Wealth LLC | 2,327 | $1.36M | 0.13% | +21+0.9% | Added |
| Wolf Group Capital Advisors | 2,834 | $1.36M | 0.65% | +2,247+382.8% | Added |
| Sompo Asset Management Co., Ltd. | 2,330 | $1.36M | 0.21% | +50+2.2% | Added |
| JT Stratford LLC | 2,343 | $1.37M | 0.23% | −243−9.4% | Reduced |
| Lokken Investment Group LLC | 2,347 | $1.37M | 0.57% | −20−0.8% | Reduced |
| Spirit of America Management Corp | 2,350 | $1.37M | 0.27% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 2,699 | $1.37M | 0.16% | 00.0% | Unchanged |
| Paladin Wealth, LLC | 2,361 | $1.38M | 1.21% | +2,361 | New |
| Arbor Trust Wealth Advisors, LLC | 2,713 | $1.38M | 0.73% | 00.0% | Unchanged |
| Clarus Group, Inc. | 2,365 | $1.38M | 0.58% | −79−3.2% | Reduced |
| MBL Wealth, LLC | 2,367 | $1.38M | 0.15% | +8+0.3% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,367 | $1.38M | 0.12% | +238+11.2% | Added |
| Camden National Bank | 2,368 | $1.38M | 0.20% | +13+0.6% | Added |
| Plante Moran Financial Advisors, LLC | 2,379 | $1.39M | 0.12% | −64−2.6% | Reduced |
| Heritage Wealth Management, Inc. | 2,388 | $1.40M | 0.46% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 2,393 | $1.40M | 0.03% | +186+8.4% | Added |
| SC&H Financial Advisors, Inc. | 2,393 | $1.40M | 0.31% | +10.0% | Added |
| Arbor Capital Management Inc | 2,393 | $1.40M | 1.32% | −120−4.8% | Reduced |
| First American Trust, FSB | 2,405 | $1.41M | 0.14% | +516+27.3% | Added |
| Wallace Advisory Group, LLC | 2,761 | $1.41M | 1.03% | −27−1.0% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 2,406 | $1.41M | 1.57% | +169+7.6% | Added |
| Financial Engines Advisors L.L.C. | 2,407 | $1.41M | 0.00% | −260−9.7% | Reduced |
| United Community Bank | 2,410 | $1.41M | 0.55% | −262−9.8% | Reduced |
| Riverwater Partners LLC | 2,380 | $1.41M | 0.70% | −47−1.9% | Reduced |
| FinTrust Capital Advisors, LLC | 2,411 | $1.41M | 0.24% | −73−2.9% | Reduced |
| ICW Investment Advisors LLC | 2,413 | $1.41M | 0.59% | +99+4.3% | Added |
| Austin Private Wealth, LLC | 2,415 | $1.41M | 0.14% | +1,184+96.2% | Added |
| Cornerstone Wealth Advisors, Inc. | 2,418 | $1.41M | 0.39% | 00.0% | Unchanged |
| Onefund, LLC | 2,425 | $1.42M | 1.44% | +5+0.2% | Added |
| Gratus Wealth Advisors, LLC | 2,439 | $1.42M | 0.23% | −46−1.9% | Reduced |
| Vivaldi Capital Management, LLC | 2,438 | $1.43M | 0.41% | +151+6.6% | Added |
| Regal Investment Advisors LLC | 2,443 | $1.43M | 0.10% | −532−17.9% | Reduced |
| Private Wealth Partners, LLC | 2,447 | $1.43M | 0.11% | +300+14.0% | Added |
| Proficio Capital Partners LLC | 2,455 | $1.44M | 0.14% | −855−25.8% | Reduced |
| Breakwater Capital Group | 2,456 | $1.44M | 0.29% | +49+2.0% | Added |
| BSW Wealth Partners | 2,457 | $1.44M | 0.22% | +418+20.5% | Added |
| Nicholas Hoffman & Company, LLC. | 2,461 | $1.44M | 0.06% | +14+0.6% | Added |
| RKL Wealth Management LLC | 2,466 | $1.44M | 0.13% | +116+4.9% | Added |
| Humankind Investments LLC | 2,482 | $1.45M | 0.52% | −116−4.5% | Reduced |
| Leeward Financial Partners, LLC | 2,486 | $1.45M | 0.55% | +59+2.4% | Added |
| Safeguard Investment Advisory Group, LLC | 2,486 | $1.45M | 0.41% | −263−9.6% | Reduced |
| California First Leasing Corp | 2,489 | $1.46M | 0.63% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 2,490 | $1.46M | 0.35% | −98−3.8% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2,500 | $1.46M | 0.75% | −100−3.8% | Reduced |
| MJP Associates Inc | 2,503 | $1.46M | 0.28% | −81−3.1% | Reduced |
| Delta Investment Management, LLC | 2,505 | $1.46M | 0.30% | −1,293−34.0% | Reduced |
| Prentice Wealth Management LLC | 2,506 | $1.46M | 0.44% | +41+1.7% | Added |
| Evermay Wealth Management LLC | 2,512 | $1.47M | 0.24% | −36−1.4% | Reduced |
| Summit Financial Wealth Advisors, LLC | 2,514 | $1.47M | 0.28% | +3+0.1% | Added |
| Edge Capital Group, LLC | 2,515 | $1.47M | 0.07% | −559−18.2% | Reduced |
| CFS Investment Advisory Services, LLC | 2,517 | $1.47M | 0.12% | +272+12.1% | Added |
| Archer Investment Corp | 2,518 | $1.47M | 0.39% | −3−0.1% | Reduced |
| Ashton Thomas Securities, LLC | 2,524 | $1.48M | 0.29% | +1,419+128.4% | Added |
| Abacus Planning Group, Inc. | 2,535 | $1.48M | 0.26% | +497+24.4% | Added |
| Fairscale Capital, LLC | 2,544 | $1.49M | 1.30% | −60−2.3% | Reduced |
| First Financial Bank - Trust Division | 2,555 | $1.49M | 0.14% | +16+0.6% | Added |
| Adirondack Trust Co | 2,557 | $1.49M | 0.58% | −17−0.7% | Reduced |
| MCF Advisors LLC | 2,558 | $1.50M | 0.10% | −23−0.9% | Reduced |