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
- 3,476
- +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
- 1,420 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 | 3,054 | $202.4B |
| Q4 2025 | 3,311 | $248.2B |
| Q3 2025 | 3,168 | $253.5B |
| Q2 2025 | 3,185 | $241.1B |
| Q1 2025 | 3,613 | $424.3B |
| Q4 2024 | 3,684 | $409.5B |
| Q3 2024 | 3,476 | $474.6B |
| Q2 2024 | 3,406 | $411.9B |
| Q1 2024 | 3,384 | $398.9B |
| Q4 2023 | 3,421 | $428.0B |
| Q3 2023 | 3,144 | $407.5B |
| Q2 2023 | 3,136 | $388.4B |
| Q1 2023 | 3,114 | $383.6B |
| Q4 2022 | 3,159 | $434.2B |
| Q3 2022 | 2,998 | $413.5B |
| Q2 2022 | 2,964 | $422.0B |
| Q1 2022 | 2,965 | $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 |
|---|---|---|---|---|---|
| Napa Wealth Management | 4,092 | $2.39M | 1.13% | +4,092 | New |
| Oarsman Capital, Inc. | 4,094 | $2.39M | 0.44% | +173+4.4% | Added |
| Prestige Wealth Management Group LLC | 4,094 | $2.39M | 0.50% | −12−0.3% | Reduced |
| Frisch Financial Group, Inc. | 4,097 | $2.40M | 0.72% | −112−2.7% | Reduced |
| Quent Capital, LLC | 4,110 | $2.40M | 0.24% | +102+2.5% | Added |
| 9258 Wealth Management, LLC | 4,120 | $2.41M | 0.36% | −68−1.6% | Reduced |
| Triangle Securities Wealth Management | 4,120 | $2.41M | 0.62% | −51−1.2% | Reduced |
| West Family Investments, Inc. | 4,139 | $2.42M | 0.82% | −8,595−67.5% | Reduced |
| Aaron Wealth Advisors | 4,150 | $2.43M | 0.29% | +661+18.9% | Added |
| Freedom Day Solutions, LLC | 4,158 | $2.43M | 0.76% | −33−0.8% | Reduced |
| Financial Perspectives, Inc | 4,159 | $2.43M | 0.84% | −140−3.3% | Reduced |
| Courier Capital LLC | 4,161 | $2.43M | 0.17% | +2,912+233.1% | Added |
| Oak Associates, Ltd | 4,169 | $2.44M | 0.16% | 00.0% | Unchanged |
| IFG Advisory, LLC | 4,192 | $2.45M | 0.16% | −80−1.9% | Reduced |
| Revolve Wealth Partners, LLC | 4,195 | $2.45M | 0.37% | +242+6.1% | Added |
| Secure Asset Management, LLC | 4,197 | $2.45M | 0.41% | +124+3.0% | Added |
| Nwam LLC | 4,198 | $2.45M | 0.15% | +1,336+46.7% | Added |
| Weaver Capital Management LLC | 4,201 | $2.46M | 0.74% | −242−5.4% | Reduced |
| Boothbay Fund Management, LLC | 4,204 | $2.46M | 0.08% | −14,535−77.6% | Reduced |
| Criterion Capital Advisors, LLC | 4,833 | $2.46M | 1.55% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 4,210 | $2.46M | 1.05% | −26−0.6% | Reduced |
| Empire Financial Management Company, LLC | 4,216 | $2.47M | 0.76% | +37+0.9% | Added |
| Left Brain Wealth Management, LLC | 4,219 | $2.47M | 1.15% | +42+1.0% | Added |
| Beaumont Financial Advisors, LLC | 4,226 | $2.47M | 0.19% | −143−3.3% | Reduced |
| Palouse Capital Management, Inc. | 4,227 | $2.47M | 1.56% | −525−11.0% | Reduced |
| Hardy Reed LLC | 4,233 | $2.47M | 0.22% | +9+0.2% | Added |
| Romano Brothers and Company | 4,236 | $2.48M | 0.31% | +58+1.4% | Added |
| Fairfield Financial Advisors, LTD | 4,251 | $2.49M | 0.85% | −58−1.3% | Reduced |
| Financial Advocates Investment Management | 4,253 | $2.49M | 0.14% | −128−2.9% | Reduced |
| Bank of Hawaii | 4,263 | $2.49M | 0.10% | +2,213+108.0% | Added |
| Mayflower Financial Advisors, LLC | 4,272 | $2.50M | 0.38% | +64+1.5% | Added |
| Cooper Financial Group | 4,272 | $2.50M | 0.32% | +1,541+56.4% | Added |
| CIC Wealth, LLC | 4,274 | $2.50M | 0.65% | −133−3.0% | Reduced |
| Ted Buchan & Co | 4,278 | $2.50M | 1.19% | +845+24.6% | Added |
| Advisory Alpha, LLC | 4,280 | $2.50M | 0.09% | −135−3.1% | Reduced |
| Phoenix Wealth Advisors | 4,282 | $2.50M | 1.16% | +3,794+777.5% | Added |
| Legato Capital Management LLC | 4,293 | $2.51M | 0.31% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 4,307 | $2.52M | 1.05% | −202−4.5% | Reduced |
| Northcape Wealth Management, LLC | 4,308 | $2.52M | 0.82% | +31+0.7% | Added |
| Moss Adams Wealth Advisors LLC | 4,320 | $2.53M | 0.28% | +394+10.0% | Added |
| LaFleur & Godfrey LLC | 4,357 | $2.55M | 0.35% | −57−1.3% | Reduced |
| Tyche Wealth Partners LLC | 4,365 | $2.55M | 0.58% | +90+2.1% | Added |
| First Business Financial Services, Inc. | 4,370 | $2.56M | 0.26% | +127+3.0% | Added |
| First National Advisers, LLC | 4,377 | $2.56M | 0.41% | −323−6.9% | Reduced |
| Voya Financial Advisors, Inc. | 4,399 | $2.56M | 0.28% | −272−5.8% | Reduced |
| Sterling Investment Management, Inc. | 4,381 | $2.56M | 1.94% | −275−5.9% | Reduced |
| Monte Financial Group, LLC | 4,387 | $2.57M | 1.06% | −483−9.9% | Reduced |
| Gilliland Jeter Wealth Management LLC | 4,395 | $2.57M | 0.83% | −16−0.4% | Reduced |
| Cape Ann Savings Bank | 4,395 | $2.57M | 1.49% | −125−2.8% | Reduced |
| CFM Wealth Partners LLC | 4,396 | $2.57M | 0.45% | +997+29.3% | Added |
| Aries Wealth Management | 4,401 | $2.57M | 0.71% | +451+11.4% | Added |
| Prosperitas Financial LLC | 4,403 | $2.57M | 1.39% | +341+8.4% | Added |
| Trust Point Inc. | 4,409 | $2.58M | 0.19% | +194+4.6% | Added |
| Oak Asset Management, LLC | 4,414 | $2.58M | 0.91% | −200−4.3% | Reduced |
| Eqis Capital Management, Inc. | 4,416 | $2.58M | 0.21% | −691−13.5% | Reduced |
| Wealth Effects LLC | 4,426 | $2.59M | 0.91% | −10.0% | Reduced |
| Consilium Wealth Advisory, LLC | 4,426 | $2.59M | 1.41% | +464+11.7% | Added |
| Park Place Capital Corp | 4,428 | $2.59M | 0.74% | +177+4.2% | Added |
| PDS Planning, Inc | 4,435 | $2.59M | 0.23% | −388−8.0% | Reduced |
| Okabena Investment Services Inc | 4,440 | $2.60M | 0.73% | −1,281−22.4% | Reduced |
| MeadowBrook Investment Advisors LLC | 4,440 | $2.60M | 2.34% | −467−9.5% | Reduced |
| Canopy Partners, LLC | 4,450 | $2.60M | 1.12% | +81+1.9% | Added |
| Trueblood Wealth Management, LLC | 4,455 | $2.60M | 1.31% | −39−0.9% | Reduced |
| Oakworth Capital, Inc. | 4,458 | $2.61M | 0.18% | +472+11.8% | Added |
| Canandaigua National Bank & Trust Co | 4,459 | $2.61M | 0.25% | −197−4.2% | Reduced |
| Catalyst Financial Partners LLC | 4,464 | $2.61M | 0.51% | +139+3.2% | Added |
| Next Century Growth Investors LLC | 4,479 | $2.62M | 0.21% | −354−7.3% | Reduced |
| Aspiriant, LLC | 4,482 | $2.62M | 0.10% | +174+4.0% | Added |
| RFG Advisory, LLC | 4,485 | $2.62M | 0.08% | −403−8.2% | Reduced |
| LM Advisors LLC | 4,488 | $2.62M | 0.53% | −415−8.5% | Reduced |
| SilverOak Wealth Management LLC | 4,513 | $2.64M | 0.59% | −13−0.3% | Reduced |
| Applied Capital LLC | 4,514 | $2.64M | 2.06% | −101−2.2% | Reduced |
| Finivi Inc. | 4,526 | $2.65M | 2.14% | −341−7.0% | Reduced |
| Opal Wealth Advisors, LLC | 4,535 | $2.65M | 0.83% | +710+18.6% | Added |
| Hartford Financial Management Inc. | 4,537 | $2.65M | 0.54% | −645−12.4% | Reduced |
| Greater Midwest Financial Group, LLC | 4,546 | $2.66M | 1.56% | +36+0.8% | Added |
| Capital Management Associates, Inc | 4,552 | $2.66M | 1.09% | +452+11.0% | Added |
| Boomfish Wealth Group, LLC | 4,567 | $2.67M | 1.64% | −217−4.5% | Reduced |
| Radnor Capital Management, LLC | 4,574 | $2.67M | 0.40% | +195+4.5% | Added |
| Aft, Forsyth & Sober, LLC | 4,575 | $2.67M | 0.88% | 00.0% | Unchanged |
| Payden & Rygel | 4,580 | $2.68M | 0.21% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 4,582 | $2.68M | 0.20% | −1,836−28.6% | Reduced |
| Quadcap Wealth Management, LLC | 4,589 | $2.68M | 0.42% | −776−14.5% | Reduced |
| Means Investment Co., Inc. | 4,600 | $2.69M | 0.30% | −29−0.6% | Reduced |
| Alaethes Wealth LLC | 4,614 | $2.70M | 1.00% | −163−3.4% | Reduced |
| Paralel Advisors LLC | 4,615 | $2.70M | 0.12% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 4,615 | $2.70M | 0.89% | +18+0.4% | Added |
| Marcum Wealth, LLC | 4,625 | $2.70M | 0.25% | −259−5.3% | Reduced |
| Everhart Financial Group, Inc. | 4,628 | $2.71M | 0.60% | +754+19.5% | Added |
| WP Advisors, LLC | 4,628 | $2.71M | 0.99% | −255−5.2% | Reduced |
| Harvey Investment Co LLC | 4,651 | $2.72M | 0.31% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 4,653 | $2.72M | 0.93% | −138−2.9% | Reduced |
| Sierra Capital LLC | 4,663 | $2.73M | 0.33% | +616+15.2% | Added |
| Cahill Financial Advisors Inc | 4,676 | $2.73M | 0.37% | +270+6.1% | Added |
| JNBA Financial Advisors | 4,686 | $2.74M | 0.28% | +20+0.4% | Added |
| Court Place Advisors, LLC | 4,689 | $2.74M | 0.80% | −70−1.5% | Reduced |
| One Capital Management, LLC | 4,697 | $2.75M | 0.09% | +86+1.9% | Added |
| CNB Bank | 4,697 | $2.75M | 1.27% | −501−9.6% | Reduced |
| Wealth Alliance Advisory Group, LLC | 4,700 | $2.75M | 0.58% | +128+2.8% | Added |
| BigSur Wealth Management LLC | 4,718 | $2.76M | 0.76% | 00.0% | Unchanged |