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 |
|---|---|---|---|---|---|
| Principal Street Partners, LLC | 2,917 | $1.50M | 0.24% | +1,382+90.0% | Added |
| Bowen Hanes & Co Inc | 2,561 | $1.50M | 0.04% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 2,571 | $1.50M | 0.27% | +80+3.2% | Added |
| Duncan Williams Asset Management, LLC | 2,574 | $1.50M | 0.83% | +528+25.8% | Added |
| Enterprise Financial Services Corp | 2,576 | $1.51M | 0.88% | −82−3.1% | Reduced |
| Gitterman Wealth Management, LLC | 2,577 | $1.51M | 0.63% | 00.0% | Unchanged |
| Essex Savings Bank | 2,578 | $1.51M | 0.38% | −8−0.3% | Reduced |
| Moseley Investment Management Inc | 2,581 | $1.51M | 0.60% | +136+5.6% | Added |
| West Coast Financial LLC | 2,581 | $1.51M | 0.17% | −20,234−88.7% | Reduced |
| Ifrah Financial Services, Inc. | 2,585 | $1.51M | 0.41% | −70−2.6% | Reduced |
| Trust Co of the South | 2,586 | $1.51M | 0.32% | +478+22.7% | Added |
| Resonant Capital Advisors, LLC | 2,587 | $1.51M | 0.11% | +361+16.2% | Added |
| Phillips Wealth Planners LLC | 2,650 | $1.51M | 1.45% | +120+4.7% | Added |
| Castle Rock Wealth Management, LLC | 2,574 | $1.52M | 0.36% | −358−12.2% | Reduced |
| Alta Advisers Ltd | 2,600 | $1.52M | 0.69% | 00.0% | Unchanged |
| TLWM | 2,603 | $1.52M | 0.31% | −86−3.2% | Reduced |
| Avalon Trust Co | 2,603 | $1.52M | 0.11% | −561−17.7% | Reduced |
| Allred Capital Management, LLC | 2,608 | $1.52M | 0.60% | +101+4.0% | Added |
| Atlas Capital Advisors LLC | 2,608 | $1.52M | 0.23% | 00.0% | Unchanged |
| Evergreen Wealth Management, LLC | 2,609 | $1.53M | 0.92% | +577+28.4% | Added |
| Steel Peak Wealth Management LLC | 2,623 | $1.53M | 0.07% | −3,356−56.1% | Reduced |
| White Lighthouse Investment Management Inc. | 2,630 | $1.54M | 0.28% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 2,632 | $1.54M | 0.43% | +37+1.4% | Added |
| Gibbs Wealth Management | 2,634 | $1.54M | 0.50% | +432+19.6% | Added |
| Florida Financial Advisors, LLC | 2,992 | $1.54M | 0.79% | −776−20.6% | Reduced |
| Garrison Point Advisors, LLC | 2,641 | $1.54M | 0.96% | −5−0.2% | Reduced |
| St. Johns Investment Management Company, LLC | 2,646 | $1.55M | 0.73% | −413−13.5% | Reduced |
| Heritage Family Offices, LLP | 2,650 | $1.55M | 0.80% | −42−1.6% | Reduced |
| Calton & Associates, Inc. | 2,652 | $1.55M | 0.59% | +2,652 | New |
| First County Bank | 2,660 | $1.56M | 0.77% | +213+8.7% | Added |
| Mattern Wealth Management LLC | 2,664 | $1.56M | 0.34% | −4,179−61.1% | Reduced |
| Heartland Bank & Trust Co | 2,670 | $1.56M | 0.84% | +103+4.0% | Added |
| Everett Harris & Co | 2,672 | $1.56M | 0.02% | −33−1.2% | Reduced |
| Caldwell Investment Management Ltd. | 2,690 | $1.56M | 1.10% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 2,677 | $1.57M | 0.78% | +458+20.6% | Added |
| Wilson & Boucher Capital Management, LLC | 2,679 | $1.57M | 1.08% | 00.0% | Unchanged |
| Nabity-Jensen Investment Management Inc | 2,686 | $1.57M | 1.20% | +123+4.8% | Added |
| Cable Hill Partners, LLC | 2,687 | $1.57M | 0.15% | +488+22.2% | Added |
| Three Seasons Wealth, LLC | 2,688 | $1.57M | 0.83% | +43+1.6% | Added |
| Sendero Wealth Management, LLC | 2,692 | $1.57M | 0.25% | +37+1.4% | Added |
| ERn Financial, LLC | 2,700 | $1.58M | 0.24% | −62−2.2% | Reduced |
| Codex Capital Asset Management L.L.C. | 2,700 | $1.58M | 0.70% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 2,703 | $1.58M | 0.47% | −103−3.7% | Reduced |
| Intrua Financial, LLC | 2,705 | $1.58M | 0.26% | −716−20.9% | Reduced |
| Sivia Capital Partners, LLC | 2,705 | $1.58M | 0.93% | +143+5.6% | Added |
| Angeles Wealth Management, LLC | 2,711 | $1.59M | 0.14% | +105+4.0% | Added |
| Meadow Creek Wealth Advisors LLC | 2,714 | $1.59M | 1.26% | +359+15.2% | Added |
| Bank of Stockton | 2,714 | $1.59M | 0.48% | −78−2.8% | Reduced |
| Riverpark Capital Management LLC | 2,716 | $1.59M | 2.89% | −237−8.0% | Reduced |
| McDonald Partners LLC | 2,717 | $1.59M | 0.40% | −2,053−43.0% | Reduced |
| Sand Hill Global Advisors, LLC | 2,719 | $1.59M | 0.07% | +309+12.8% | Added |
| Arthur M. Cohen & Associates, LLC | 2,730 | $1.59M | 0.29% | +120+4.6% | Added |
| Midland Wealth Advisors LLC | 2,725 | $1.59M | 0.09% | −62−2.2% | Reduced |
| Investment Partners, Ltd. | 2,728 | $1.59M | 0.66% | +5+0.2% | Added |
| Islay Capital Management, LLC | 2,728 | $1.60M | 1.07% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 2,745 | $1.60M | 0.04% | −5,436−66.4% | Reduced |
| Ibex Wealth Advisors | 21,923 | $1.60M | 0.51% | +21,513+5,247.1% | Added |
| Fiduciary Alliance LLC | 2,743 | $1.60M | 0.21% | +1,312+91.7% | Added |
| Sunpointe, LLC | 2,751 | $1.61M | 1.32% | −10−0.4% | Reduced |
| Kensington Investment Counsel, LLC | 2,755 | $1.61M | 0.67% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 2,759 | $1.61M | 0.34% | −8−0.3% | Reduced |
| Cromwell Holdings LLC | 2,765 | $1.62M | 1.04% | 00.0% | Unchanged |
| AXS Investments LLC | 2,775 | $1.62M | 0.43% | +46+1.7% | Added |
| Sunbelt Securities, Inc. | 2,790 | $1.63M | 0.16% | +24+0.9% | Added |
| Syntegra Private Wealth Group, LLC | 2,793 | $1.63M | 0.19% | +45+1.6% | Added |
| BancorpSouth Bank | 2,794 | $1.63M | 0.11% | +46+1.7% | Added |
| Perennial Investment Advisors, LLC | 2,792 | $1.63M | 0.21% | +45+1.6% | Added |
| Baldwin Investment Management, LLC | 2,800 | $1.64M | 0.21% | +74+2.7% | Added |
| Cambridge Advisors Inc. | 2,807 | $1.64M | 0.36% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 2,812 | $1.64M | 0.52% | +126+4.7% | Added |
| Global Assets Advisory, LLC | 2,829 | $1.65M | 0.90% | +2,829 | New |
| Keudell/Morrison Wealth Management | 2,823 | $1.65M | 0.45% | −33−1.2% | Reduced |
| Live Oak Investment Partners | – | $1.66M | 1.29% | – | – |
| OV Management LLC | 2,837 | $1.66M | 1.10% | −7−0.2% | Reduced |
| Trail Ridge Investment Advisors, LLC | 2,939 | $1.66M | 0.79% | −69−2.3% | Reduced |
| Fullcircle Wealth LLC | 2,969 | $1.68M | 0.75% | −120−3.9% | Reduced |
| Absolute Capital Management, LLC | 2,871 | $1.68M | 1.00% | +10+0.3% | Added |
| Amica Retiree Medical Trust | 2,885 | $1.69M | 1.40% | +2,885 | New |
| EverSource Wealth Advisors, LLC | 2,887 | $1.69M | 0.11% | +265+10.1% | Added |
| Burford Brothers, Inc. | 2,895 | $1.69M | 0.88% | +164+6.0% | Added |
| Wealth Management Partners, LLC | 2,899 | $1.70M | 0.79% | −56−1.9% | Reduced |
| Caption Management, LLC | 2,900 | $1.70M | 0.18% | +2,900 | New |
| Meridian Financial Partners LLC | 2,902 | $1.70M | 0.86% | +54+1.9% | Added |
| Patton Albertson Miller Group, LLC | 2,906 | $1.70M | 0.23% | −8−0.3% | Reduced |
| Vectors Research Management, LLC | 2,907 | $1.71M | 0.52% | −29−1.0% | Reduced |
| Kingfisher Capital LLC | 2,923 | $1.71M | 0.39% | +36+1.2% | Added |
| Tiemann Investment Advisors, LLC | 2,924 | $1.71M | 0.74% | −60−2.0% | Reduced |
| Semmax Financial Advisors Inc. | 2,787 | $1.71M | 0.47% | −284−9.2% | Reduced |
| West Michigan Advisors, LLC | 2,931 | $1.71M | 0.52% | +561+23.7% | Added |
| Leisure Capital Management | 2,932 | $1.71M | 0.73% | +121+4.3% | Added |
| Drive Wealth Management, LLC | 2,933 | $1.71M | 0.45% | −1,154−28.2% | Reduced |
| E&G Advisors, LP | 2,933 | $1.71M | 0.47% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 2,939 | $1.72M | 0.55% | +2,939 | New |
| SkyOak Wealth, LLC | 2,951 | $1.73M | 0.38% | −632−17.6% | Reduced |
| XML Financial, LLC | 2,951 | $1.73M | 0.16% | −29−1.0% | Reduced |
| LVW Advisors, LLC | 2,960 | $1.73M | 0.22% | +498+20.2% | Added |
| Kings Path Partners LLC | 2,962 | $1.73M | 0.73% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 2,963 | $1.73M | 0.58% | +658+28.5% | Added |
| Chicago Partners Investment Group LLC | 3,072 | $1.73M | 0.06% | +94+3.2% | Added |
| Legacy Bridge, LLC | 2,968 | $1.74M | 0.93% | +6+0.2% | Added |