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 |
|---|---|---|---|---|---|
| Teza Capital Management LLC | 3,474 | $2.03M | 0.22% | +2,519+263.8% | Added |
| Cobblestone Capital Advisors LLC | 3,476 | $2.03M | 0.11% | +33+1.0% | Added |
| ORBA Wealth Advisors, L.L.C. | 3,482 | $2.04M | 1.03% | +37+1.1% | Added |
| James J. Burns & Company, LLC | 3,495 | $2.04M | 0.37% | +13+0.4% | Added |
| LSV Asset Management | 3,500 | $2.05M | 0.00% | −29,500−89.4% | Reduced |
| JFS Wealth Advisors, LLC | 3,499 | $2.05M | 0.14% | +2,832+424.6% | Added |
| Astoria Portfolio Advisors LLC. | 3,422 | $2.05M | 0.70% | +71+2.1% | Added |
| Harbert Fund Advisors, Inc. | 3,500 | $2.05M | 1.65% | +2,000+133.3% | Added |
| KPP Advisory Services LLC | 3,502 | $2.05M | 0.49% | +42+1.2% | Added |
| Prossimo Advisors, LLC | 3,503 | $2.05M | 1.50% | +66+1.9% | Added |
| Central Valley Advisors, LLC | 3,514 | $2.05M | 1.16% | +47+1.4% | Added |
| Hudson Canyon Capital Management | 3,518 | $2.06M | 1.33% | 00.0% | Unchanged |
| Advisor OS, LLC | 3,524 | $2.06M | 0.21% | +278+8.6% | Added |
| Dorchester Wealth Management Co | 3,534 | $2.07M | 0.38% | −2,127−37.6% | Reduced |
| Paulson Wealth Management Inc. | 3,551 | $2.08M | 0.56% | −50−1.4% | Reduced |
| JSF Financial, LLC | 3,558 | $2.08M | 0.61% | +1,356+61.6% | Added |
| Ramirez Asset Management, Inc. | 3,559 | $2.08M | 0.40% | 00.0% | Unchanged |
| Shum Financial Group, Inc. | 3,675 | $2.08M | 1.74% | +3,675 | New |
| Walter & Keenan Financial Consulting Co | 3,567 | $2.09M | 0.63% | −100−2.7% | Reduced |
| One Wealth Advisors, LLC | 3,568 | $2.09M | 0.32% | −19−0.5% | Reduced |
| Pure Financial Advisors, Inc. | 3,572 | $2.09M | 0.05% | −897−20.1% | Reduced |
| Pettee Investors, Inc. | 3,587 | $2.10M | 1.02% | 00.0% | Unchanged |
| Prairie Wealth Advisors, Inc. | 3,595 | $2.10M | 1.04% | +146+4.2% | Added |
| Ellevest, Inc. | 3,603 | $2.11M | 0.12% | +529+17.2% | Added |
| Schonfeld Strategic Advisors LLC | 3,608 | $2.11M | 0.02% | −6,860−65.5% | Reduced |
| Accurate Wealth Management, LLC | 3,776 | $2.11M | 0.42% | −3,312−46.7% | Reduced |
| Rede Wealth, LLC | 3,619 | $2.12M | 0.81% | −115−3.1% | Reduced |
| SNS Financial Group, LLC | 3,623 | $2.12M | 0.21% | −4,524−55.5% | Reduced |
| Townsend & Associates, Inc | 3,752 | $2.12M | 0.22% | 00.0% | Unchanged |
| IMS Capital Management | 3,626 | $2.12M | 0.95% | +25+0.7% | Added |
| Signature Wealth Management Group | 3,627 | $2.12M | 0.85% | +142+4.1% | Added |
| Smith, Salley & Associates | 3,643 | $2.13M | 0.14% | +892+32.4% | Added |
| Tilia Fiduciary Partners, Inc. | 3,650 | $2.13M | 1.48% | +194+5.6% | Added |
| Leonteq Securities AG | 3,654 | $2.14M | 0.25% | −41−1.1% | Reduced |
| Net Worth Advisory Group | 3,663 | $2.14M | 0.64% | +3,663 | New |
| Peterson Wealth Services | 3,670 | $2.15M | 0.69% | +2,773+309.1% | Added |
| Continuum Advisory, LLC | 3,618 | $2.15M | 0.27% | +208+6.1% | Added |
| Southern Capital Advisors, LLC | 3,672 | $2.15M | 1.21% | +3,250+770.1% | Added |
| MidWestOne Financial Group, Inc. | 3,676 | $2.15M | 0.30% | −92−2.4% | Reduced |
| Emprise Bank | 3,680 | $2.15M | 1.24% | −151−3.9% | Reduced |
| Hartline Investment Corp | 3,680 | $2.15M | 0.27% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 3,685 | $2.15M | 0.08% | −2,089−36.2% | Reduced |
| HMS Capital Management, LLC | 3,691 | $2.16M | 1.06% | +224+6.5% | Added |
| ZWJ Investment Counsel Inc | 3,700 | $2.16M | 0.09% | +10.0% | Added |
| Fiduciary Group LLC | 3,701 | $2.16M | 0.22% | +6+0.2% | Added |
| Sterling Investment Counsel, LLC | 3,708 | $2.17M | 0.77% | +255+7.4% | Added |
| Willner & Heller, LLC | 3,710 | $2.17M | 1.93% | +13+0.4% | Added |
| BCGM Wealth Management, LLC | 3,715 | $2.17M | 0.70% | +100+2.8% | Added |
| MWA Asset Management | 3,716 | $2.17M | 1.44% | +69+1.9% | Added |
| IAM Advisory, LLC | 3,731 | $2.18M | 0.55% | +44+1.2% | Added |
| Decatur Capital Management, Inc. | 3,739 | $2.19M | 1.01% | −3,340−47.2% | Reduced |
| Goepper Burkhardt LLC | 3,742 | $2.19M | 0.90% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 3,746 | $2.19M | 0.17% | +235+6.7% | Added |
| Jacobi Capital Management LLC | 3,747 | $2.19M | 0.17% | +187+5.3% | Added |
| FSM Wealth Advisors, LLC | 3,754 | $2.19M | 0.58% | +326+9.5% | Added |
| Maxwell Wealth Strategies Inc. | 3,872 | $2.20M | 0.93% | +804+26.2% | Added |
| Certified Advisory Corp | 3,756 | $2.20M | 0.24% | −133−3.4% | Reduced |
| Stokes Family Office, LLC | 3,771 | $2.20M | 0.24% | −65−1.7% | Reduced |
| US Asset Management LLC | 3,643 | $2.21M | 1.95% | −28−0.8% | Reduced |
| Linden Thomas Advisory Services, LLC | 3,779 | $2.21M | 0.30% | +514+15.7% | Added |
| Sierra Summit Advisors LLC | 3,783 | $2.21M | 0.51% | +469+14.2% | Added |
| Delta Financial Advisors LLC | 3,783 | $2.21M | 0.80% | +157+4.3% | Added |
| Capital Investment Advisory Services, LLC | 3,793 | $2.22M | 0.21% | +53+1.4% | Added |
| Fiduciary Family Office, LLC | 3,806 | $2.23M | 0.73% | +792+26.3% | Added |
| Key Financial Inc | 3,808 | $2.23M | 0.49% | +11+0.3% | Added |
| Quotient Wealth Partners, LLC | 3,808 | $2.23M | 0.07% | +274+7.8% | Added |
| Ahl Investment Management, Inc. | 3,809 | $2.23M | 1.54% | −175−4.4% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 3,811 | $2.23M | 1.44% | +5+0.1% | Added |
| Strategic Blueprint, LLC | 3,842 | $2.25M | 0.14% | −158−4.0% | Reduced |
| Concentric Capital Strategies, LP | 3,843 | $2.25M | 0.14% | +1,101+40.2% | Added |
| Trustmark National Bank Trust Department | 3,844 | $2.25M | 0.17% | +1,816+89.5% | Added |
| Menard Financial Group LLC | 3,852 | $2.25M | 1.48% | +9+0.2% | Added |
| Brophy Wealth Management, LLC | 3,855 | $2.25M | 0.81% | +3,855 | New |
| Morris Retirement Advisors, LLC | 3,858 | $2.26M | 1.23% | −403−9.5% | Reduced |
| Geller Advisors LLC | 3,869 | $2.26M | 0.16% | −1,061−21.5% | Reduced |
| Crestwood Advisors Group LLC | 3,878 | $2.27M | 0.04% | +831+27.3% | Added |
| Wellington Wealth Strategies, LLC. | 4,019 | $2.27M | 1.72% | +4,019 | New |
| SWS Partners | 3,899 | $2.28M | 0.73% | −333−7.9% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 3,905 | $2.28M | 1.44% | −130−3.2% | Reduced |
| DT Investment Partners, LLC | 3,918 | $2.29M | 0.19% | +143+3.8% | Added |
| Stableford Capital II LLC | 3,834 | $2.29M | 0.92% | −318−7.7% | Reduced |
| MGB Wealth Management, LLC | 3,950 | $2.30M | 0.84% | −10.0% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 3,940 | $2.30M | 0.84% | −52−1.3% | Reduced |
| Scharf Investments, LLC | 3,954 | $2.31M | 0.06% | +65+1.7% | Added |
| First Nebraska Trust Co | 3,962 | $2.32M | 0.23% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 3,974 | $2.32M | 0.79% | +594+17.6% | Added |
| Ally Financial Inc. | 4,000 | $2.34M | 0.28% | −18,000−81.8% | Reduced |
| IMA Wealth, Inc. | 4,004 | $2.34M | 0.51% | −47−1.2% | Reduced |
| Murphy Pohlad Asset Management LLC | 4,010 | $2.34M | 0.97% | −2,099−34.4% | Reduced |
| Vista Finance, LLC | 4,019 | $2.35M | 3.18% | −170−4.1% | Reduced |
| Optas, LLC | 4,031 | $2.36M | 0.54% | +37+0.9% | Added |
| Ellenbecker Investment Group | 4,053 | $2.37M | 0.45% | −249−5.8% | Reduced |
| Herold Advisors, Inc. | 4,053 | $2.37M | 0.51% | −111−2.7% | Reduced |
| Retirement Guys Formula LLC | 4,055 | $2.37M | 1.10% | −42−1.0% | Reduced |
| Highview Capital Management LLC | 4,055 | $2.37M | 0.96% | +120+3.0% | Added |
| FWL Investment Management, LLC | 4,058 | $2.37M | 0.91% | +3,846+1,814.2% | Added |
| NVWM, LLC | 4,065 | $2.38M | 0.60% | −28−0.7% | Reduced |
| Vista Investment Management | 4,070 | $2.38M | 0.90% | −69−1.7% | Reduced |
| Lawson Kroeker Investment Management Inc | 4,081 | $2.39M | 0.43% | −35−0.9% | Reduced |
| Mason & Associates Inc | 4,084 | $2.39M | 0.60% | −22−0.5% | Reduced |