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 |
|---|---|---|---|---|---|
| BOK Financial Private Wealth, Inc. | 6,899 | $4.03M | 0.29% | −366−5.0% | Reduced |
| Banco de Sabadell, S.A | 6,914 | $4.05M | 3.03% | −229−3.2% | Reduced |
| Valmark Advisers, Inc. | 6,939 | $4.06M | 0.06% | −31−0.4% | Reduced |
| Founders Financial Securities LLC | 6,959 | $4.07M | 0.38% | −349−4.8% | Reduced |
| Clough Capital Partners L P | 6,965 | $4.07M | 0.42% | −19,785−74.0% | Reduced |
| Accent Capital Management, LLC | 6,966 | $4.07M | 2.35% | −478−6.4% | Reduced |
| Gunn & Co Investment Management, Inc. | 6,981 | $4.08M | 2.81% | −93,367−93.0% | Reduced |
| San Luis Wealth Advisors LLC | 6,991 | $4.09M | 0.84% | −834−10.7% | Reduced |
| Occidental Asset Management, LLC | 6,997 | $4.09M | 0.66% | +328+4.9% | Added |
| Alerus Financial NA | 7,011 | $4.10M | 0.30% | −246−3.4% | Reduced |
| Elgethun Capital Management | 7,020 | $4.10M | 0.96% | −236−3.3% | Reduced |
| Piscataqua Savings Bank | 7,030 | $4.11M | 3.49% | −105−1.5% | Reduced |
| WMS Partners, LLC | 7,038 | $4.11M | 0.23% | +5,341+314.7% | Added |
| Birch Capital Management, LLC | 7,057 | $4.13M | 2.02% | −9−0.1% | Reduced |
| Concord Wealth Partners | 7,060 | $4.13M | 0.69% | +476+7.2% | Added |
| Bey-Douglas LLC | 7,070 | $4.13M | 3.63% | −39−0.5% | Reduced |
| Bensler, LLC | 7,078 | $4.14M | 0.52% | −67−0.9% | Reduced |
| Condor Capital Management | 7,121 | $4.16M | 0.37% | +50+0.7% | Added |
| Grove Bank & Trust | 7,129 | $4.17M | 0.62% | +195+2.8% | Added |
| Pinnacle West Asset Management, Inc. | 7,130 | $4.17M | 2.99% | +55+0.8% | Added |
| JB Capital LLC | 7,143 | $4.18M | 0.24% | +178+2.6% | Added |
| Group One Trading, L.P. | 7,146 | $4.18M | 0.17% | −163,447−95.8% | Reduced |
| Valley Brook Capital Group | 7,149 | $4.18M | 3.00% | −135−1.9% | Reduced |
| Bell Bank | 7,182 | $4.20M | 0.50% | −17−0.2% | Reduced |
| Delta Capital Management LLC | 7,190 | $4.20M | 2.42% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 7,194 | $4.21M | 1.25% | +30+0.4% | Added |
| Wellington Shields Capital Management, LLC | 7,238 | $4.23M | 0.74% | +6+0.1% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,280 | $4.26M | 1.64% | −95−1.3% | Reduced |
| Channel Wealth LLC | 7,286 | $4.26M | 1.40% | −1,339−15.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 7,298 | $4.27M | 0.35% | +977+15.5% | Added |
| Concord Asset Management, LLC | 7,302 | $4.27M | 0.96% | +748+11.4% | Added |
| Orleans Capital Management Corp | 7,309 | $4.27M | 2.43% | −90−1.2% | Reduced |
| BDF-Gestion | 28,048 | $4.27M | 0.70% | 00.0% | Unchanged |
| BFSG, LLC | 7,316 | $4.28M | 0.50% | −192−2.6% | Reduced |
| Portfolio Design Labs, LLC | 7,372 | $4.31M | 1.20% | −1,554−17.4% | Reduced |
| Viawealth, LLC | 7,378 | $4.31M | 2.51% | −646−8.1% | Reduced |
| Symmetry Investments LP | 7,408 | $4.33M | 0.92% | −4,100−35.6% | Reduced |
| Legacy Capital Wealth Partners, LLC | 7,422 | $4.34M | 0.87% | +3,475+88.0% | Added |
| We Are One Seven, LLC | 7,445 | $4.35M | 0.19% | −2,261−23.3% | Reduced |
| Roanoke Asset Management Corp | 7,462 | $4.36M | 1.37% | +357+5.0% | Added |
| Fairbanks Capital Management, Inc. | 7,476 | $4.37M | 2.75% | +415+5.9% | Added |
| Sweet Financial Partners, LLC | 7,487 | $4.38M | 0.95% | −216−2.8% | Reduced |
| Chemistry Wealth Management LLC | 7,548 | $4.41M | 1.06% | +248+3.4% | Added |
| Principle Wealth Partners LLC | 7,562 | $4.42M | 0.31% | −38−0.5% | Reduced |
| Second Half Financial Partners, LLC | 7,570 | $4.43M | 2.35% | −4,260−36.0% | Reduced |
| Waterloo Capital, L.P. | 7,581 | $4.43M | 0.48% | −338−4.3% | Reduced |
| AdvisorNet Financial, Inc | 7,592 | $4.44M | 0.33% | +977+14.8% | Added |
| Arrow Financial Corp | 7,595 | $4.44M | 0.41% | −142−1.8% | Reduced |
| Lineweaver Wealth Advisors, LLC | 7,591 | $4.44M | 0.85% | +287+3.9% | Added |
| Moors & Cabot, Inc. | 7,604 | $4.45M | 0.22% | −198−2.5% | Reduced |
| Harbour Investment Management LLC | 7,616 | $4.45M | 1.97% | −25−0.3% | Reduced |
| Dempze Nancy E | 7,622 | $4.46M | 2.49% | +202+2.7% | Added |
| SevenBridge Financial Group, LLC | 7,130 | $4.46M | 0.86% | +211+3.0% | Added |
| WealthShield Partners, LLC | 7,659 | $4.48M | 0.61% | +287+3.9% | Added |
| S&T Bank | 7,686 | $4.49M | 1.18% | −2,355−23.5% | Reduced |
| Liberty One Investment Management, LLC | 7,697 | $4.50M | 0.46% | +327+4.4% | Added |
| Capital City Trust Co | 7,712 | $4.51M | 1.12% | +534+7.4% | Added |
| Whitford Management LLC | 7,725 | $4.52M | 2.57% | −2,135−21.7% | Reduced |
| Spears Abacus Advisors LLC | 7,730 | $4.52M | 0.09% | −50−0.6% | Reduced |
| Te Ahumairangi Investment Management Ltd | 7,776 | $4.52M | 0.80% | −3,870−33.2% | Reduced |
| Edgestream Partners, L.P. | 7,734 | $4.52M | 0.20% | +7,734 | New |
| Vanderbilt University | 7,736 | $4.52M | 0.84% | −1,239−13.8% | Reduced |
| Private Trust Co NA | 7,739 | $4.52M | 0.46% | −16−0.2% | Reduced |
| Community Bank, N.A. | 7,768 | $4.54M | 0.57% | −659−7.8% | Reduced |
| Synergy Financial Management, LLC | 7,770 | $4.54M | 0.69% | −16,550−68.1% | Reduced |
| Accredited Investors Inc. | 7,819 | $4.57M | 0.26% | −589−7.0% | Reduced |
| Brevan Howard Capital Management LP | 7,822 | $4.57M | 0.22% | −37,817−82.9% | Reduced |
| Family Legacy, Inc. | 7,825 | $4.57M | 1.52% | +75+1.0% | Added |
| Howard Capital Management Inc. | 7,860 | $4.60M | 0.08% | +7,860 | New |
| Ninety One SA (PTY) Ltd | 7,864 | $4.60M | 1.00% | −13,062−62.4% | Reduced |
| CenterBook Partners LP | 7,899 | $4.62M | 0.28% | −12,204−60.7% | Reduced |
| Solidarilty Wealth, LLC | 7,899 | $4.62M | 1.25% | −1,868−19.1% | Reduced |
| Belmont Capital, LLC | 7,916 | $4.63M | 0.77% | −881−10.0% | Reduced |
| Quest Investment Management LLC | 7,918 | $4.63M | 0.54% | −24,960−75.9% | Reduced |
| Raab & Moskowitz Asset Management LLC | 7,923 | $4.63M | 1.17% | −65−0.8% | Reduced |
| Carret Asset Management, LLC | 7,955 | $4.65M | 0.50% | +810+11.3% | Added |
| Journey Advisory Group, LLC | 9,134 | $4.65M | 0.56% | 00.0% | Unchanged |
| Shayne & Co., LLC | 7,984 | $4.67M | 1.17% | 00.0% | Unchanged |
| TFG Advisers LLC | 7,991 | $4.67M | 1.68% | −61−0.8% | Reduced |
| Alberta Investment Management Corp | 8,000 | $4.68M | 0.04% | +3,291+69.9% | Added |
| Covenant Asset Management, LLC | 8,009 | $4.68M | 1.04% | −103−1.3% | Reduced |
| Financial Partners Group, LLC | 8,013 | $4.68M | 1.76% | +25+0.3% | Added |
| Becker Capital Management Inc | 8,016 | $4.69M | 0.15% | +6+0.1% | Added |
| Centric Wealth Management | 7,859 | $4.69M | 1.26% | +11+0.1% | Added |
| Morton Community Bank | 8,029 | $4.69M | 1.23% | −153−1.9% | Reduced |
| Glassy Mountain Advisors, Inc. | 8,034 | $4.70M | 1.65% | +8,034 | New |
| Notis-McConarty Edward | 8,062 | $4.71M | 2.13% | −674−7.7% | Reduced |
| Signal Advisors Wealth, LLC | 8,064 | $4.72M | 0.68% | +8,064 | New |
| Fidelis Capital Partners, LLC | 8,356 | $4.72M | 0.56% | +201+2.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 8,071 | $4.72M | 0.45% | +204+2.6% | Added |
| Parallax Volatility Advisers, L.P. | 8,091 | $4.73M | 0.12% | −1,254−13.4% | Reduced |
| Advocate Group LLC | 8,094 | $4.73M | 0.86% | +194+2.5% | Added |
| Optimum Investment Advisors | 8,109 | $4.74M | 2.05% | −335−4.0% | Reduced |
| Icon Advisers Inc | 8,119 | $4.75M | 0.99% | −1,200−12.9% | Reduced |
| Studio Investment Management LLC | 8,151 | $4.77M | 1.00% | +106+1.3% | Added |
| Fosun International Ltd | 8,201 | $4.79M | 1.58% | −217−2.6% | Reduced |
| Diversify Advisory Services, LLC | 8,415 | $4.80M | 0.26% | −2,375−22.0% | Reduced |
| Cascades Capital Asset Management, LLC | 8,203 | $4.80M | 2.64% | +8,203 | New |
| Financial Advisory Service, Inc. | 8,259 | $4.83M | 0.38% | −1,046−11.2% | Reduced |
| Lyell Wealth Management, LP | 8,281 | $4.84M | 0.44% | −275−3.2% | Reduced |