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 |
|---|---|---|---|---|---|
| Elmwood Wealth Management, Inc. | 5,723 | $3.35M | 1.38% | −85−1.5% | Reduced |
| Perbak Capital Partners LLP | 5,748 | $3.36M | 2.36% | +1,178+25.8% | Added |
| Whitener Capital Management, Inc. | 5,754 | $3.36M | 0.95% | +362+6.7% | Added |
| Cunning Capital Partners, LP | 5,780 | $3.38M | 1.79% | 00.0% | Unchanged |
| Globeflex Capital L P | 5,795 | $3.39M | 0.32% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 5,806 | $3.39M | 0.16% | −163−2.7% | Reduced |
| CBOE Vest Financial, LLC | 5,839 | $3.41M | 0.07% | +3,667+168.8% | Added |
| Anderson Hoagland & Co | 5,777 | $3.42M | 0.35% | −151−2.5% | Reduced |
| Regent Peak Wealth Advisors LLC | 5,852 | $3.42M | 0.79% | −598−9.3% | Reduced |
| Rossmore Private Capital | 5,860 | $3.43M | 0.42% | −20−0.3% | Reduced |
| Northside Capital Management, LLC | 5,863 | $3.43M | 0.54% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5,864 | $3.43M | 0.48% | +321+5.8% | Added |
| Renasant Bank | 5,875 | $3.43M | 2.26% | −214−3.5% | Reduced |
| Shepherd Financial Partners LLC | 5,876 | $3.44M | 0.41% | +99+1.7% | Added |
| Gifford Fong Associates | 5,918 | $3.46M | 0.87% | 00.0% | Unchanged |
| Greenfield Savings Bank | 5,947 | $3.48M | 1.65% | −231−3.7% | Reduced |
| Gryphon Financial Partners LLC | 5,948 | $3.48M | 0.47% | +93+1.6% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 5,952 | $3.48M | 1.47% | +4,795+414.4% | Added |
| Affiance Financial, LLC | 5,962 | $3.49M | 0.85% | −6−0.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,969 | $3.49M | 0.21% | −14,944−71.5% | Reduced |
| Alliance Wealth Advisors, LLC | 5,980 | $3.50M | 0.92% | +89+1.5% | Added |
| Fortis Group Advisors, LLC | 5,985 | $3.50M | 0.65% | −88−1.4% | Reduced |
| Fagan Associates, Inc. | 5,992 | $3.50M | 0.59% | +20+0.3% | Added |
| Cassaday & Co Wealth Management LLC | 6,027 | $3.52M | 0.10% | −67−1.1% | Reduced |
| Smartleaf Asset Management LLC | 6,068 | $3.53M | 0.43% | +2,204+57.0% | Added |
| Brasada Capital Management, LP | 5,970 | $3.54M | 0.62% | +290+5.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 6,067 | $3.55M | 0.48% | −5−0.1% | Reduced |
| Sepio Capital, LP | 6,068 | $3.55M | 0.28% | +246+4.2% | Added |
| Confluence Wealth Services, Inc. | 6,079 | $3.55M | 0.26% | +1,128+22.8% | Added |
| Strategic Advisors LLC | 6,079 | $3.55M | 0.66% | −162−2.6% | Reduced |
| LMR Partners LLP | 6,087 | $3.56M | 0.08% | +6,087 | New |
| Foster & Motley Inc | 6,089 | $3.56M | 0.23% | −288−4.5% | Reduced |
| PGGM Investments | 6,126 | $3.58M | 0.05% | +6,126 | New |
| Brown Miller Wealth Management, LLC | 6,136 | $3.59M | 1.39% | +64+1.1% | Added |
| Barings LLC | 6,160 | $3.60M | 0.08% | +154+2.6% | Added |
| Rice Partnership, LLC | 6,185 | $3.62M | 0.73% | +799+14.8% | Added |
| Cinctive Capital Management LP | 6,189 | $3.62M | 0.21% | +6,189 | New |
| Skopos Labs, Inc. | 6,212 | $3.63M | 1.19% | +691+12.5% | Added |
| Stevens Capital Management LP | 6,226 | $3.64M | 0.52% | +6,226 | New |
| Rothschild Investment LLC | 6,253 | $3.66M | 0.24% | +309+5.2% | Added |
| Somerset Trust Co | 6,263 | $3.66M | 1.37% | −36−0.6% | Reduced |
| Financial Advisory Partners, LLC | 6,273 | $3.67M | 1.22% | −142−2.2% | Reduced |
| Pensionfund Sabic | 6,300 | $3.68M | 1.15% | −1,500−19.2% | Reduced |
| Investment Research & Advisory Group, Inc. | 6,324 | $3.70M | 1.57% | +108+1.7% | Added |
| Guardian Wealth Advisors, LLC | 6,337 | $3.70M | 0.40% | +102+1.6% | Added |
| Strategic Wealth Partners, Ltd. | 6,342 | $3.71M | 0.36% | −349−5.2% | Reduced |
| M&R Capital Management Inc | 6,364 | $3.72M | 0.82% | −4−0.1% | Reduced |
| DF Dent & Co Inc | 6,372 | $3.73M | 0.05% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 6,392 | $3.74M | 0.49% | +50+0.8% | Added |
| Joseph Group Capital Management | 6,410 | $3.75M | 1.43% | −81−1.2% | Reduced |
| Simplicity Wealth,LLC | 6,413 | $3.75M | 0.35% | −37,306−85.3% | Reduced |
| Wexford Capital LP | 6,413 | $3.75M | 0.90% | −2,259−26.0% | Reduced |
| L & S Advisors Inc | 6,425 | $3.76M | 0.39% | +333+5.5% | Added |
| B&L Asset Management LLC | 6,436 | $3.76M | 2.38% | +6,436 | New |
| Modern Wealth Management, LLC | 6,451 | $3.77M | 0.23% | +382+6.3% | Added |
| Westover Capital Advisors, LLC | 6,454 | $3.77M | 0.73% | −151−2.3% | Reduced |
| First Horizon Advisors, Inc. | 6,458 | $3.78M | 0.10% | +319+5.2% | Added |
| Royal Capital Wealth Management, LLC | 6,476 | $3.79M | 2.68% | −155−2.3% | Reduced |
| PACK Private Wealth, LLC | 6,482 | $3.79M | 2.15% | −1,000−13.4% | Reduced |
| Signet Investment Advisory Group, Inc. | 6,487 | $3.79M | 1.90% | +145+2.3% | Added |
| David Loasby | 6,405 | $3.80M | 0.36% | +790+14.1% | Added |
| KP Management LLC | 6,500 | $3.80M | 1.34% | 00.0% | Unchanged |
| Smithfield Trust Co | 6,500 | $3.81M | 0.19% | +110+1.7% | Added |
| Capital Asset Advisory Services LLC | 6,583 | $3.83M | 0.19% | −76−1.1% | Reduced |
| Dover Advisors, LLC | 6,578 | $3.85M | 2.18% | −122−1.8% | Reduced |
| Clarius Group, LLC | 6,612 | $3.85M | 0.27% | −138−2.0% | Reduced |
| Harbour Investments, Inc. | 6,599 | $3.86M | 0.12% | +263+4.2% | Added |
| Brady Family Wealth, LLC | 6,616 | $3.87M | 1.16% | +220+3.4% | Added |
| Symphony Financial, Ltd. Co. | 6,640 | $3.87M | 0.64% | +740+12.5% | Added |
| Glen Eagle Advisors, LLC | 6,623 | $3.87M | 0.65% | −805−10.8% | Reduced |
| Penserra Capital Management LLC | 6,629 | $3.87M | 0.08% | −352,371−98.2% | Reduced |
| Martin Capital Partners, LLC | 6,639 | $3.88M | 1.92% | −2,294−25.7% | Reduced |
| Vise Technologies, Inc. | 6,648 | $3.89M | 0.49% | +2,372+55.5% | Added |
| TrueMark Investments, LLC | 6,658 | $3.89M | 1.25% | +612+10.1% | Added |
| StoneX Group Inc. | 6,664 | $3.90M | 0.28% | −111−1.6% | Reduced |
| Naviter Wealth, LLC | 6,669 | $3.90M | 0.54% | −702−9.5% | Reduced |
| Pathway Financial Advisers, LLC | 6,675 | $3.90M | 1.77% | −43−0.6% | Reduced |
| Costello Asset Management, INC | 6,685 | $3.91M | 2.61% | +37+0.6% | Added |
| Greenline Partners, LLC | 6,687 | $3.91M | 0.56% | −806−10.8% | Reduced |
| Kovack Advisors, Inc. | 6,695 | $3.91M | 0.41% | −77−1.1% | Reduced |
| Harrell Investment Partners, LLC | 6,706 | $3.92M | 1.11% | −232−3.3% | Reduced |
| Berkshire Bank | 6,726 | $3.93M | 0.92% | +400+6.3% | Added |
| Paragon Advisors, LLC | 6,728 | $3.93M | 1.28% | −77−1.1% | Reduced |
| ClariVest Asset Management LLC | 7,755 | $3.95M | 0.40% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 6,762 | $3.95M | 0.51% | +5+0.1% | Added |
| Sugarloaf Wealth Management, LLC | 6,764 | $3.95M | 0.75% | +90+1.3% | Added |
| Forum Financial Management, LP | 6,771 | $3.96M | 0.07% | −17−0.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,783 | $3.97M | 0.11% | +1,190+21.3% | Added |
| Parisi Gray Wealth Management | 6,785 | $3.97M | 1.31% | +59+0.9% | Added |
| Avestar Capital, LLC | 6,786 | $3.97M | 0.43% | −132−1.9% | Reduced |
| E Fund Management Co., Ltd. | 6,791 | $3.97M | 0.20% | +410+6.4% | Added |
| Templeton & Phillips Capital Management, LLC | 6,807 | $3.98M | 3.09% | −24−0.4% | Reduced |
| Atomi Financial Group, Inc. | 6,815 | $3.98M | 0.25% | −231−3.3% | Reduced |
| Bollard Group LLC | 6,828 | $3.99M | 0.11% | +12+0.2% | Added |
| Seven Eight Capital, LP | 6,829 | $3.99M | 0.36% | +3,342+95.8% | Added |
| Shufro Rose & Co LLC | 7,855 | $4.00M | 0.33% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 116,667 | $4.01M | 0.17% | −360.0% | Reduced |
| RiverPark Advisors, LLC | 6,871 | $4.02M | 3.28% | +198+3.0% | Added |
| Flagship Harbor Advisors, LLC | 6,872 | $4.02M | 0.22% | +39+0.6% | Added |
| Buckingham Strategic Partners | 6,894 | $4.03M | 0.08% | +420+6.5% | Added |