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 |
|---|---|---|---|---|---|
| Brand Asset Management Group, Inc. | 2,970 | $1.74M | 0.68% | −166−5.3% | Reduced |
| Apeiron RIA LLC | 2,975 | $1.74M | 0.50% | +198+7.1% | Added |
| Altfest L J & Co Inc | 2,980 | $1.74M | 0.23% | −1,282−30.1% | Reduced |
| Ironwood Investment Counsel, LLC | 2,984 | $1.75M | 0.29% | −337−10.1% | Reduced |
| SGL Investment Advisors, Inc. | 2,945 | $1.75M | 0.90% | +2,945 | New |
| Tolleson Wealth Management, Inc. | 2,989 | $1.75M | 0.33% | −25−0.8% | Reduced |
| Nebula Research & Development LLC | 2,993 | $1.75M | 0.21% | −1,150−27.8% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $1.75M | 0.52% | 00.0% | Unchanged |
| Beacon Financial Group | 3,014 | $1.76M | 0.19% | +81+2.8% | Added |
| Independent Investors Inc | 3,015 | $1.76M | 0.36% | −200−6.2% | Reduced |
| Algert Global LLC | 3,015 | $1.76M | 0.05% | +3,015 | New |
| Invera Wealth Advisors, LLC | 2,914 | $1.76M | 1.75% | −281−8.8% | Reduced |
| Bank Hapoalim BM | 3,018 | $1.76M | 0.27% | −800−21.0% | Reduced |
| Childress Capital Advisors, LLC | 3,019 | $1.77M | 0.48% | +597+24.6% | Added |
| Transamerica Financial Advisors, Inc. | 3,020 | $1.77M | 0.17% | −5,618−65.0% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 3,025 | $1.77M | 0.44% | +919+43.6% | Added |
| Institute for Wealth Management, LLC. | 3,041 | $1.78M | 0.22% | −244−7.4% | Reduced |
| Montecito Bank & Trust | 3,041 | $1.78M | 0.30% | +716+30.8% | Added |
| Yarbrough Capital, LLC | 3,043 | $1.78M | 0.07% | 00.0% | Unchanged |
| Altman Advisors, Inc. | 3,056 | $1.79M | 0.80% | +3,056 | New |
| Gen-Wealth Partners Inc | 3,175 | $1.79M | 0.78% | +407+14.7% | Added |
| Blueprint Investment Partners LLC | 3,058 | $1.79M | 0.32% | +2,417+377.1% | Added |
| Summit X, LLC | 3,516 | $1.79M | 0.44% | −46−1.3% | Reduced |
| BTG Pactual Asset Management US LLC | 3,064 | $1.79M | 0.26% | +28+0.9% | Added |
| Westhampton Capital, LLC | 3,069 | $1.79M | 0.91% | +10+0.3% | Added |
| Mainstream Capital Management LLC | 3,070 | $1.79M | 1.53% | +3,070 | New |
| Hilltop Partners LLC | 3,071 | $1.80M | 0.60% | −17−0.6% | Reduced |
| Mendel Money Management | 3,080 | $1.80M | 0.78% | −113−3.5% | Reduced |
| Bowman & Co S.C. | 3,075 | $1.80M | 0.95% | +1,430+86.9% | Added |
| Doliver Advisors, LP | 3,088 | $1.81M | 0.50% | −313−9.2% | Reduced |
| Ar Asset Management Inc | 3,090 | $1.81M | 0.40% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 3,100 | $1.81M | 0.65% | +79+2.6% | Added |
| CRA Financial Services, LLC | 3,107 | $1.82M | 0.33% | −19−0.6% | Reduced |
| Y.D. More Investments Ltd | 3,108 | $1.82M | 0.19% | +1,620+108.9% | Added |
| Samalin Investment Counsel, LLC | 3,112 | $1.82M | 0.79% | −56−1.8% | Reduced |
| Maia Wealth LLC | 3,248 | $1.82M | 0.45% | +350+12.1% | Added |
| Westbourne Investment Advisors, Inc. | 3,120 | $1.82M | 0.64% | −6−0.2% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 3,120 | $1.82M | 0.07% | +1,058+51.3% | Added |
| Mechanics Financial Corp | 3,121 | $1.82M | 0.80% | −57−1.8% | Reduced |
| Avidian Wealth Solutions, LLC | 3,122 | $1.83M | 0.08% | −74−2.3% | Reduced |
| Strategic Investment Advisors | 3,140 | $1.84M | 0.20% | −349−10.0% | Reduced |
| Ellis Investment Partners, LLC | 3,141 | $1.84M | 0.36% | +26+0.8% | Added |
| Missouri Trust & Investment Co | 3,141 | $1.84M | 0.64% | −35−1.1% | Reduced |
| Enclave Advisors LLC | 3,148 | $1.84M | 0.31% | +3,148 | New |
| SeaCrest Wealth Management, LLC | 3,152 | $1.84M | 0.20% | −17−0.5% | Reduced |
| Lee Financial Co | 3,164 | $1.85M | 0.26% | +426+15.6% | Added |
| Pictet Bank & Trust Ltd | 3,170 | $1.85M | 1.88% | −130−3.9% | Reduced |
| MRP Capital Investments, LLC | 3,173 | $1.86M | 1.77% | −132−4.0% | Reduced |
| Ethos Financial Group, LLC | 3,186 | $1.86M | 0.31% | +700+28.2% | Added |
| KLCM Advisors, Inc. | 3,193 | $1.87M | 0.22% | −292−8.4% | Reduced |
| Aviance Capital Partners, LLC | 3,200 | $1.87M | 0.25% | −49−1.5% | Reduced |
| Cornerstone Advisory, LLC | 3,207 | $1.88M | 0.25% | −206−6.0% | Reduced |
| Correct Capital Wealth Management | 3,219 | $1.88M | 0.42% | +1,133+54.3% | Added |
| Gamco Investors, Inc. Et Al | 3,219 | $1.88M | 0.02% | −230−6.7% | Reduced |
| Laraway Financial Inc | 3,223 | $1.88M | 1.50% | +10.0% | Added |
| OneAscent Financial Services LLC | 3,228 | $1.89M | 1.36% | +10+0.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,228 | $1.89M | 0.69% | −169−5.0% | Reduced |
| Signature Estate & Investment Advisors LLC | 3,236 | $1.89M | 0.04% | −532−14.1% | Reduced |
| BKD Wealth Advisors, LLC | 3,245 | $1.90M | 0.04% | +168+5.5% | Added |
| GoalVest Advisory LLC | 3,248 | $1.90M | 0.55% | +124+4.0% | Added |
| Ambassador Advisors, LLC | 3,256 | $1.90M | 0.33% | −146−4.3% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,264 | $1.91M | 0.53% | +199+6.5% | Added |
| Wall Street Access Asset Management, LLC | 3,272 | $1.91M | 0.73% | −15−0.5% | Reduced |
| Buckley Wealth Management, LLC | 3,276 | $1.92M | 0.59% | +63+2.0% | Added |
| Northern Financial Advisors Inc | 3,285 | $1.92M | 1.46% | +115+3.6% | Added |
| Alera Investment Advisors, LLC | 3,287 | $1.92M | 0.23% | +338+11.5% | Added |
| Groesbeck Investment Management Corp | 3,296 | $1.93M | 2.83% | −700−17.5% | Reduced |
| Kirtland Hills Capital Management, LLC | 3,297 | $1.93M | 1.06% | −131−3.8% | Reduced |
| Alpha DNA Investment Management LLC | 3,300 | $1.93M | 1.06% | +1,144+53.1% | Added |
| Two Sigma Investments, LP | 3,300 | $1.93M | 0.00% | −3,054−48.1% | Reduced |
| CSU Producer Resources, Inc. | 3,300 | $1.93M | 6.14% | 00.0% | Unchanged |
| Trust Investment Advisors | 3,311 | $1.94M | 1.23% | −19−0.6% | Reduced |
| Savvy Advisors, Inc. | 3,312 | $1.94M | 0.39% | +1,724+108.6% | Added |
| Alta Wealth Advisors LLC | 3,331 | $1.95M | 0.89% | −26−0.8% | Reduced |
| Defined Wealth Management, LLC | 3,331 | $1.95M | 1.26% | −10.0% | Reduced |
| Benchmark Investment Advisors LLC | 3,346 | $1.96M | 1.39% | +67+2.0% | Added |
| Diversified, LLC | 3,352 | $1.96M | 0.22% | −32−0.9% | Reduced |
| Diversified Enterprises, LLC | 3,352 | $1.96M | 0.22% | +3,352 | New |
| Hunter Associates Investment Management LLC | 3,372 | $1.97M | 0.31% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 3,373 | $1.97M | 0.15% | −1,846−35.4% | Reduced |
| Investment Advisory Services Inc | 3,378 | $1.98M | 0.70% | +207+6.5% | Added |
| Commons Capital, LLC | 3,383 | $1.98M | 2.18% | −387−10.3% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 3,383 | $1.98M | 0.79% | +1,175+53.2% | Added |
| RMR Wealth Builders | 3,387 | $1.98M | 0.21% | −144−4.1% | Reduced |
| Zullo Investment Group, Inc. | 3,388 | $1.98M | 0.82% | +37+1.1% | Added |
| Cullen Investment Group, Ltd. | 3,391 | $1.98M | 0.30% | +60+1.8% | Added |
| Callan Family Office, LLC | 3,398 | $1.99M | 0.33% | +963+39.5% | Added |
| Northeast Financial Group, Inc. | 3,403 | $1.99M | 0.77% | −1,043−23.5% | Reduced |
| Matrix Trust Co | 3,409 | $1.99M | 0.37% | +57+1.7% | Added |
| Ninety One North America, Inc. | 3,415 | $2.00M | 0.14% | +3,415 | New |
| Patriot Financial Group Insurance Agency, LLC | 3,416 | $2.00M | 0.27% | −81−2.3% | Reduced |
| Transatlantique Private Wealth LLC | 3,417 | $2.00M | 0.77% | +823+31.7% | Added |
| Oxford Wealth Group, LLC | 3,419 | $2.00M | 1.63% | −1,837−35.0% | Reduced |
| Unique Wealth, LLC | 3,427 | $2.00M | 0.46% | +194+6.0% | Added |
| Golden State Equity Partners | 3,427 | $2.00M | 0.31% | +355+11.6% | Added |
| KC Investment Advisors, LLC | 3,428 | $2.00M | 0.84% | +120+3.6% | Added |
| Evernest Financial Advisors, LLC | 3,431 | $2.01M | 0.54% | −84−2.4% | Reduced |
| SeaBridge Investment Advisors LLC | 3,435 | $2.01M | 0.49% | +3,435 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,583 | $2.01M | 0.02% | +36+1.0% | Added |
| Stratos Wealth Advisors, LLC | 3,450 | $2.02M | 0.09% | −36−1.0% | Reduced |