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 |
|---|---|---|---|---|---|
| Orrstown Financial Services Inc | 4,721 | $2.76M | 0.82% | +1,767+59.8% | Added |
| Bay Rivers Group | 4,723 | $2.76M | 1.37% | −1,780−27.4% | Reduced |
| Aigen Investment Management, LP | 4,725 | $2.76M | 0.54% | +4,725 | New |
| Interchange Capital Partners, LLC | 4,723 | $2.76M | 0.98% | −45−0.9% | Reduced |
| Personal Cfo Solutions, LLC | 4,733 | $2.77M | 0.39% | +22+0.5% | Added |
| My Legacy Advisors, LLC | 4,734 | $2.77M | 1.09% | −676−12.5% | Reduced |
| Sargent Investment Group, LLC | 4,735 | $2.77M | 0.50% | +867+22.4% | Added |
| Brown Financial Advisors | 4,742 | $2.77M | 1.14% | −949−16.7% | Reduced |
| Hilltop National Bank | 4,745 | $2.77M | 0.84% | −9−0.2% | Reduced |
| Dohj, LLC | 4,692 | $2.78M | 0.65% | −2,128−31.2% | Reduced |
| Manhattan West Asset Management, LLC | 4,761 | $2.78M | 0.72% | +95+2.0% | Added |
| TrinityPoint Wealth, LLC | 4,775 | $2.79M | 0.40% | −70−1.4% | Reduced |
| Great Diamond Partners, LLC | 4,798 | $2.81M | 0.71% | −951−16.5% | Reduced |
| Parsons Capital Management Inc | 4,801 | $2.81M | 0.18% | +81+1.7% | Added |
| Cidel Asset Management Inc | 4,804 | $2.81M | 0.20% | +64+1.4% | Added |
| Osprey Private Wealth LLC | 4,840 | $2.83M | 1.98% | +4,840 | New |
| Bigelow Investment Advisors, LLC | 4,848 | $2.83M | 1.26% | −120−2.4% | Reduced |
| North Star Investment Management Corp. | 4,853 | $2.84M | 0.20% | −36−0.7% | Reduced |
| Palumbo Wealth Management LLC | 4,877 | $2.85M | 1.11% | +107+2.2% | Added |
| Schear Investment Advisers, LLC | 4,896 | $2.86M | 1.77% | +544+12.5% | Added |
| Eads & Heald Wealth Management | 4,902 | $2.87M | 1.36% | −321−6.1% | Reduced |
| Summit Place Financial Advisors, LLC | 4,913 | $2.87M | 1.60% | +497+11.3% | Added |
| Ameliora Wealth Management Ltd. | 4,919 | $2.88M | 1.20% | +27+0.6% | Added |
| Fukoku Mutual Life Insurance Co | 4,932 | $2.88M | 0.21% | +650+15.2% | Added |
| Moser Wealth Advisors, LLC | 4,940 | $2.89M | 1.50% | −120−2.4% | Reduced |
| Tealwood Asset Management Inc | 4,968 | $2.90M | 1.27% | +4,968 | New |
| RBA Wealth Management, LLC | 4,984 | $2.91M | 1.12% | −6,957−58.3% | Reduced |
| Cottage Street Advisors LLC | 4,986 | $2.92M | 1.59% | −31−0.6% | Reduced |
| Arete Wealth Advisors, LLC | 5,001 | $2.92M | 0.25% | +79+1.6% | Added |
| Magnus Financial Group LLC | 5,013 | $2.93M | 0.30% | +180+3.7% | Added |
| Apexium Financial, LP | 5,021 | $2.94M | 0.19% | −13−0.3% | Reduced |
| Central Pacific Bank - Trust Division | 5,024 | $2.94M | 0.37% | −2,170−30.2% | Reduced |
| L.M. Kohn & Company | 5,037 | $2.94M | 0.75% | +81+1.6% | Added |
| Second Line Capital, LLC | 5,037 | $2.94M | 0.80% | +239+5.0% | Added |
| Welch & Forbes LLC | 5,038 | $2.95M | 0.04% | +218+4.5% | Added |
| Harfst & Associates, Inc. | 5,044 | $2.95M | 0.66% | −78−1.5% | Reduced |
| Ami Investment Management Inc | 5,061 | $2.96M | 1.00% | +99+2.0% | Added |
| Wrapmanager Inc | 5,065 | $2.96M | 0.77% | −499−9.0% | Reduced |
| Conscious Wealth Investments, LLC | 5,275 | $2.98M | 2.05% | +14+0.3% | Added |
| Circle Wealth Management, LLC | 5,105 | $2.98M | 0.07% | −145−2.8% | Reduced |
| Blue Square Asset Management, LLC | 5,118 | $2.99M | 1.61% | +203+4.1% | Added |
| Mather Group, LLC. | 5,121 | $2.99M | 0.04% | −282−5.2% | Reduced |
| Marion Wealth Management | 5,132 | $3.00M | 0.80% | +163+3.3% | Added |
| Simon Quick Advisors, LLC | 5,134 | $3.00M | 0.19% | +1,415+38.0% | Added |
| Relyea Zuckerberg Hanson LLC | 5,138 | $3.00M | 0.46% | −295−5.4% | Reduced |
| Sentry Investment Management LLC | 5,167 | $3.02M | 1.27% | +453+9.6% | Added |
| Proquility Private Wealth Partners, LLC | 5,173 | $3.02M | 0.97% | −2,054−28.4% | Reduced |
| Summit Global Investments | 5,175 | $3.03M | 0.19% | −11,945−69.8% | Reduced |
| Chemung Canal Trust Co | 5,180 | $3.03M | 0.61% | +21+0.4% | Added |
| Waypoint Capital Advisors, LLC | 5,181 | $3.03M | 0.65% | +78+1.5% | Added |
| Boston Family Office LLC | 5,191 | $3.04M | 0.21% | +178+3.6% | Added |
| Red Cedar Investment Management, LLC | 5,195 | $3.04M | 0.39% | 00.0% | Unchanged |
| Harmony Asset Management LLC | 5,206 | $3.04M | 1.12% | −972−15.7% | Reduced |
| Sage Mountain Advisors LLC | 5,223 | $3.05M | 0.26% | +503+10.7% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 5,224 | $3.05M | 0.05% | −9−0.2% | Reduced |
| Richwood Investment Advisors, LLC | 5,227 | $3.06M | 2.53% | −17−0.3% | Reduced |
| Journey Strategic Wealth LLC | 5,228 | $3.06M | 0.11% | +1,142+27.9% | Added |
| KKM Financial LLC | 5,233 | $3.06M | 1.51% | +259+5.2% | Added |
| Gladius Capital Management LP | 5,234 | $3.06M | 1.84% | −350−6.3% | Reduced |
| ROI Financial Advisors, LLC | 5,247 | $3.07M | 2.12% | +65+1.3% | Added |
| Country Club Bank | 5,305 | $3.09M | 0.21% | +258+5.1% | Added |
| Formidable Asset Management, LLC | 5,317 | $3.11M | 0.50% | −101−1.9% | Reduced |
| Mission Creek Capital Partners, Inc. | 5,326 | $3.11M | 0.72% | −105−1.9% | Reduced |
| V-Square Quantitative Management LLC | 5,346 | $3.13M | 0.46% | +1,264+31.0% | Added |
| Hartford Funds Management Co LLC | 5,350 | $3.13M | 0.29% | −114−2.1% | Reduced |
| Wealthcare Advisory Partners LLC | 5,356 | $3.13M | 0.09% | −491−8.4% | Reduced |
| Manchester Capital Management LLC | 5,361 | $3.13M | 0.37% | +116+2.2% | Added |
| Affinity Investment Advisors, LLC | 5,364 | $3.14M | 2.15% | +236+4.6% | Added |
| Berry Wealth Group, LP | 5,365 | $3.14M | 2.25% | +4,071+314.6% | Added |
| RB Capital Management, LLC | 5,381 | $3.15M | 0.74% | +22+0.4% | Added |
| Counterweight Ventures, LLC | 5,386 | $3.15M | 2.23% | +578+12.0% | Added |
| Centaurus Financial, Inc. | 5,391 | $3.15M | 0.20% | −952−15.0% | Reduced |
| Sheets Smith Wealth Management | 5,394 | $3.15M | 0.39% | +452+9.1% | Added |
| Wealth Alliance | 5,426 | $3.17M | 0.38% | −122−2.2% | Reduced |
| Umpqua Bank | 5,441 | $3.18M | 1.16% | +29+0.5% | Added |
| Inscription Capital, LLC | 5,441 | $3.18M | 0.47% | −294−5.1% | Reduced |
| Stonebrook Private Inc. | 5,453 | $3.19M | 0.84% | +2,879+111.8% | Added |
| Stablepoint Partners, LLC | 5,455 | $3.19M | 0.58% | +54+1.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,472 | $3.20M | 0.48% | +243+4.6% | Added |
| BKM Wealth Management, LLC | 5,473 | $3.20M | 1.30% | +512+10.3% | Added |
| Platte River Wealth Advisors, LLC | 5,476 | $3.20M | 0.86% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 5,494 | $3.21M | 0.30% | +726+15.2% | Added |
| Legacy Financial Advisors, Inc. | 5,499 | $3.22M | 0.54% | +193+3.6% | Added |
| Van Cleef Asset Management,Inc | 5,508 | $3.22M | 0.36% | +590+12.0% | Added |
| Vestmark Advisory Solutions, Inc. | 5,520 | $3.23M | 0.12% | +654+13.4% | Added |
| Green Harvest Asset Management LLC | 5,531 | $3.23M | 0.07% | +55+1.0% | Added |
| Strategic Financial Services, Inc, | 5,533 | $3.24M | 0.19% | −76−1.4% | Reduced |
| GTS Securities LLC | 5,551 | $3.25M | 0.07% | −20,896−79.0% | Reduced |
| Axecap Investments, LLC | 5,554 | $3.25M | 2.46% | +5,554 | New |
| Davidson Capital Management Inc. | 5,587 | $3.27M | 0.94% | −652−10.5% | Reduced |
| Rehmann Capital Advisory Group | 5,619 | $3.29M | 0.21% | −102−1.8% | Reduced |
| AIMZ Investment Advisors, LLC | 5,631 | $3.29M | 1.12% | −14−0.2% | Reduced |
| Snider Financial Group | 5,642 | $3.30M | 1.21% | +11+0.2% | Added |
| Trust Co of Toledo NA | 5,654 | $3.31M | 0.45% | −21−0.4% | Reduced |
| Cetera Trust Company, N.A | 5,665 | $3.31M | 2.03% | −170−2.9% | Reduced |
| Keel Point, LLC | 5,667 | $3.31M | 0.28% | +1,161+25.8% | Added |
| Patten Group, Inc. | 5,679 | $3.32M | 0.74% | +139+2.5% | Added |
| Premier Path Wealth Partners, LLC | 5,679 | $3.32M | 0.52% | +322+6.0% | Added |
| Sentinel Trust Co Lba | 5,690 | $3.33M | 0.38% | 00.0% | Unchanged |
| Wealth Architects, LLC | 5,694 | $3.33M | 0.38% | +6+0.1% | Added |