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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; 3,394 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.

Institutional holdersQ3 2024: 3,477 institutions
Q1 2021: 2,516 institutionsQ2 2021: 2,592 institutionsQ3 2021: 2,573 institutionsQ4 2021: 2,909 institutionsQ1 2022: 2,966 institutionsQ2 2022: 2,965 institutionsQ3 2022: 2,999 institutionsQ4 2022: 3,160 institutionsQ1 2023: 3,115 institutionsQ2 2023: 3,137 institutionsQ3 2023: 3,145 institutionsQ4 2023: 3,422 institutionsQ1 2024: 3,385 institutionsQ2 2024: 3,407 institutionsQ3 2024: 3,477 institutionsQ4 2024: 3,685 institutionsQ1 2025: 3,614 institutionsQ2 2025: 3,186 institutionsQ3 2025: 3,169 institutionsQ4 2025: 3,312 institutionsQ1 2026: 3,055 institutionsQ2 2026: 3,394 institutions
Value heldQ3 2024: $474.6B
Q1 2021: $307.3BQ2 2021: $330.1BQ3 2021: $321.7BQ4 2021: $413.9BQ1 2022: $418.3BQ2 2022: $422.0BQ3 2022: $413.5BQ4 2022: $434.2BQ1 2023: $383.6BQ2 2023: $388.4BQ3 2023: $407.5BQ4 2023: $428.0BQ1 2024: $398.9BQ2 2024: $411.9BQ3 2024: $474.6BQ4 2024: $409.5BQ1 2025: $424.3BQ2 2025: $241.1BQ3 2025: $253.5BQ4 2025: $248.2BQ1 2026: $202.4BQ2 2026: $325.1B
Institutions holding UNH and their total value by quarter
QuarterHoldersValue
Q2 20263,394$325.1B
Q1 20263,055$202.4B
Q4 20253,312$248.2B
Q3 20253,169$253.5B
Q2 20253,186$241.1B
Q1 20253,614$424.3B
Q4 20243,685$409.5B
Q3 20243,477$474.6B
Q2 20243,407$411.9B
Q1 20243,385$398.9B
Q4 20233,422$428.0B
Q3 20233,145$407.5B
Q2 20233,137$388.4B
Q1 20233,115$383.6B
Q4 20223,160$434.2B
Q3 20222,999$413.5B
Q2 20222,965$422.0B
Q1 20222,966$418.3B
Q4 20212,909$413.9B
Q3 20212,573$321.7B
Q2 20212,592$330.1B
Q1 20212,516$307.3B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q2 2024.

Institutions holding UNH in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Rakuten Securities, Inc.136$79.5K0.03%−5−3.5%Reduced
Carmichael Hill & Associates, Inc.136$79.5K0.03%+30+28.3%Added
TruNorth Capital Management, LLC141$82.4K0.02%+25+21.6%Added
Painted Porch Advisors LLC145$84.8K0.04%−144−49.8%Reduced
Roble, Belko & Company, Inc146$85.0K0.01%00.0%Unchanged
Hoese & Co LLP150$87.7K0.07%00.0%Unchanged
Compass Wealth Management LLC150$87.7K0.02%−69−31.5%Reduced
Peterson Financial Group, Inc.150$87.7K0.34%+150New
Insight Inv LLC151$88.3K0.07%+151New
WealthCollab, LLC152$88.9K0.06%00.0%Unchanged
Bay Harbor Wealth Management, LLC154$90.0K0.03%−7−4.3%Reduced
Capital Performance Advisors LLP155$90.6K0.03%+155New
Gleason Group, Inc.159$93.1K0.02%00.0%Unchanged
Creative Capital Management Investments LLC160$93.5K0.04%00.0%Unchanged
Evergreen Private Wealth LLC166$97.1K0.04%00.0%Unchanged
Talon Private Wealth, LLC167$97.6K0.02%+167New
Dynamic Wealth Strategies, LLC167$98.0K0.08%−4−2.3%Reduced
Kiely Wealth Advisory Group, Inc.160$98.9K0.06%00.0%Unchanged
Coston, McIsaac & Partners170$99.0K0.03%00.0%Unchanged
Pineridge Advisors LLC173$101.2K0.04%−21−10.8%Reduced
Wiser Advisor Group LLC179$104.9K0.16%00.0%Unchanged
Activest Wealth Management182$106.3K0.03%00.0%Unchanged
Financial Connections Group, Inc.184$107.0K0.05%−40−17.9%Reduced
WFA Asset Management Corp187$109.1K0.06%+1+0.5%Added
Bear Mountain Capital, Inc.200$111.3K0.04%00.0%Unchanged
Slocum, Gordon & Co LLP200$116.9K0.05%00.0%Unchanged
American Capital Advisory, LLC200$116.9K0.07%−1−0.5%Reduced
CKW Financial Group200$117.0K0.01%00.0%Unchanged
Reston Wealth Management LLC203$118.8K0.04%+203New
Wellington Shields & Co., LLC205$119.9K0.04%−33−13.9%Reduced
Valued Wealth Advisors LLC206$120.7K0.08%+29+16.4%Added
True Wealth Design, LLC207$121.1K0.05%+157+314.0%Added
Cassady Schiller Wealth Management, LLC209$122.2K0.04%00.0%Unchanged
McMahon Financial Advisors, LLC216$126.1K0.03%−96−30.8%Reduced
Fairman Group, LLC217$126.9K0.11%00.0%Unchanged
Riggs Asset Managment Co. Inc.218$127.5K0.03%+1+0.5%Added
Maj Invest Holding A/S222$130.0K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC224$131.0K0.02%−29−11.5%Reduced
Delta Asset Management LLC227$132.7K0.01%−7−3.0%Reduced
Canton Hathaway, LLC230$134.0K0.03%00.0%Unchanged
Quest Partners LLC235$137.4K0.01%−1,574−87.0%Reduced
Natixis Investment Managers International237$138.6K0.01%00.0%Unchanged
DiNuzzo Private Wealth, Inc.242$141.5K0.02%+108+80.6%Added
Rowland & Co Investment Counsel245$143.2K0.03%00.0%Unchanged
Tradewinds Capital Management, LLC245$143.2K0.04%−31−11.2%Reduced
Avion Wealth249$145.0K0.04%+12+5.1%Added
Hills Bank & Trust Co259$151.4K0.01%+12+4.9%Added
TD Capital Management LLC265$154.8K0.02%+1+0.4%Added
Abound Wealth Management265$154.9K0.05%00.0%Unchanged
First PREMIER Bank274$160.0K0.04%+18+7.0%Added
FSA Wealth Management LLC274$160.2K0.06%+274New
Blume Capital Management, Inc.275$160.8K0.04%00.0%Unchanged
Ashburton (Jersey) Ltd280$163.0K0.06%00.0%Unchanged
Beaird Harris Wealth Management, LLC287$167.8K0.01%+159+124.2%Added
Pension & Wealth Management Advisors, Inc.287$168.0K0.09%+100+53.5%Added
Naples Money Management LLC290$169.6K0.14%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC292$170.7K0.27%00.0%Unchanged
SYSTM Wealth Solutions LLC296$173.1K5.25%−16,517−98.2%Reduced
Cornerstone Planning Group LLC308$173.4K0.05%−5−1.6%Reduced
Your Advocates Ltd., LLP298$174.2K0.07%00.0%Unchanged
Beach Investment Counsel Inc300$175.0K0.02%00.0%Unchanged
Mizuho Bank, Ltd.310$181.3K0.04%00.0%Unchanged
Mendota Financial Group, LLC313$183.0K0.09%−22−6.6%Reduced
Blue Bell Private Wealth Management, LLC314$183.4K0.04%+28+9.8%Added
HighMark Wealth Management LLC317$185.4K0.10%+13+4.3%Added
Boyd Watterson Asset Management LLC318$185.9K0.05%−13−3.9%Reduced
Aspect Partners, LLC319$186.5K0.10%00.0%Unchanged
Stone House Investment Management, LLC319$186.6K0.04%+1+0.3%Added
Pingora Partners LLC320$187.1K0.13%−55−14.7%Reduced
PSI Advisors, LLC331$193.4K0.06%−24−6.8%Reduced
Private Wealth Management Group, LLC332$194.1K0.08%−5−1.5%Reduced
Northwest Financial Advisors332$194.3K0.15%+332New
Dakota Community Bank & Trust NA333$194.7K0.98%00.0%Unchanged
Perfromance Wealth Partners, LLC343$200.5K0.01%+343New
Mayfair Advisory Group, LLC344$203.2K0.13%+344New
Clarkston Capital Partners, LLC348$203.5K0.00%+348New
Capital Investment Counsel, Inc349$204.1K0.03%+349New
Saiph Capital, LLC349$204.1K0.10%+349New
Empirical Asset Management, LLC18,699$204.4K0.07%+87+0.5%Added
Wooster Corthell Wealth Management, Inc.350$204.6K0.04%+350New
Villere St Denis J & Co LLC351$205.2K0.02%+351New
Triumph Capital Management353$206.4K0.07%+353New
Capasso Planning Partners LLC353$206.4K0.06%−70−16.5%Reduced
Falcon Wealth Planning354$207.0K0.02%+354New
Aua Capital Management, LLC355$207.6K0.12%−40−10.1%Reduced
Long Run Wealth Advisors, LLC355$207.6K0.05%+355New
Gateway Advisory, LLC355$207.6K0.03%+355New
Acorns Advisers, LLC356$208.0K0.00%+356New
Meridian Investment Counsel Inc.356$208.1K0.06%+356New
VanderPol Investments L.L.C.356$208.1K0.46%+356New
Financial Symmetry Inc357$208.5K0.15%+357New
Sensible Money, LLC359$209.9K0.09%+359New
Dodds Wealth, LLC352$210.5K0.07%+352New
Lifestyle Asset Management, Inc.362$211.7K0.12%+362New
Independent Wealth Network Inc.363$212.2K0.09%+363New
Atlantic Edge Private Wealth Management, LLC364$212.8K0.06%+52+16.7%Added
USAdvisors Wealth Management, LLC367$213.0K0.07%+367New
Alpha Omega Wealth Management LLC365$213.4K0.04%+365New
New Jersey Better Educational Savings Trust366$214.0K0.40%+366New
Cabot Wealth Management Inc367$214.6K0.03%+367New