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 |
|---|---|---|---|---|---|
| Scott & Selber, Inc. | 8,290 | $4.85M | 1.50% | −39−0.5% | Reduced |
| New Hampshire Trust | 8,327 | $4.87M | 1.04% | −21−0.3% | Reduced |
| Boston Financial Mangement LLC | 8,336 | $4.87M | 0.15% | +87+1.1% | Added |
| Nicollet Investment Management, Inc. | 8,340 | $4.88M | 1.69% | +40+0.5% | Added |
| Moody Lynn & Lieberson, LLC | 8,351 | $4.88M | 0.30% | +358+4.5% | Added |
| Jackson Hole Capital Partners, LLC | 8,376 | $4.90M | 1.02% | −144−1.7% | Reduced |
| MONECO Advisors, LLC | 8,376 | $4.90M | 0.61% | +40+0.5% | Added |
| Enterprise Bank & Trust Co | 8,383 | $4.90M | 1.58% | −399−4.5% | Reduced |
| Citizens Business Bank | 8,408 | $4.92M | 0.99% | −171−2.0% | Reduced |
| Wambolt & Associates, LLC | 8,457 | $4.93M | 1.35% | +531+6.7% | Added |
| Mattson Financial Services, LLC | 9,688 | $4.93M | 1.77% | −70−0.7% | Reduced |
| Miracle Mile Advisors, LLC | 8,439 | $4.93M | 0.11% | −15,000−64.0% | Reduced |
| Pegasus Partners Ltd. | 8,442 | $4.94M | 0.46% | −695−7.6% | Reduced |
| Nomura Holdings Inc | 8,481 | $4.96M | 0.04% | −12,863−60.3% | Reduced |
| Stamos Capital Partners, L.P. | 8,490 | $4.96M | 1.17% | −3,610−29.8% | Reduced |
| Legacy Wealth Management, LLC | 8,491 | $4.96M | 1.82% | −175−2.0% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 8,507 | $4.97M | 1.13% | −679−7.4% | Reduced |
| Clear Harbor Asset Management, LLC | 8,508 | $4.97M | 0.41% | +30.0% | Added |
| Transcend Wealth Collective, LLC | 8,514 | $4.98M | 0.33% | −1,698−16.6% | Reduced |
| Ingalls & Snyder LLC | 8,527 | $4.99M | 0.20% | +667+8.5% | Added |
| De Burlo Group Inc | 8,535 | $4.99M | 0.61% | 00.0% | Unchanged |
| Cox Capital Mgt LLC | 8,581 | $5.02M | 3.00% | +1,313+18.1% | Added |
| Lincluden Management Ltd | 8,580 | $5.02M | 0.55% | +106+1.3% | Added |
| Merit Financial Group, LLC | 8,587 | $5.02M | 0.11% | −3,825−30.8% | Reduced |
| Kinneret Advisory, LLC | 8,607 | $5.03M | 0.46% | −113−1.3% | Reduced |
| RDA Financial Network | 8,622 | $5.04M | 1.56% | −244−2.8% | Reduced |
| Berkshire Asset Management LLC | 9,913 | $5.05M | 0.26% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 8,653 | $5.06M | 1.06% | +23+0.3% | Added |
| Constitution Capital LLC | 8,662 | $5.06M | 2.70% | −902−9.4% | Reduced |
| Alcosta Capital Management, Inc. | 8,671 | $5.07M | 3.03% | +64+0.7% | Added |
| Belpointe Asset Management LLC | 8,761 | $5.12M | 0.31% | −140−1.6% | Reduced |
| Capital Insight Partners, LLC | 8,767 | $5.13M | 0.90% | +231+2.7% | Added |
| Mitchell & Pahl Private Wealth, LLC | 8,787 | $5.14M | 2.39% | +564+6.9% | Added |
| South State Corp. | 8,805 | $5.15M | 0.35% | +252+2.9% | Added |
| Norden Group LLC | 8,850 | $5.18M | 0.61% | +2,770+45.6% | Added |
| NBW Capital LLC | 8,871 | $5.19M | 0.98% | +39+0.4% | Added |
| Koshinski Asset Management, Inc. | 8,873 | $5.19M | 0.45% | −227−2.5% | Reduced |
| Bond & Devick Financial Network, Inc. | 8,890 | $5.20M | 2.22% | −204−2.2% | Reduced |
| Mechanics Bank Trust Department | 8,904 | $5.21M | 0.69% | −235−2.6% | Reduced |
| Lindenwold Advisors | 8,907 | $5.21M | 2.62% | +37+0.4% | Added |
| Fortis Capital Management LLC | 8,920 | $5.22M | 1.05% | +357+4.2% | Added |
| Thematics Asset Management | 8,940 | $5.23M | 0.21% | +409+4.8% | Added |
| Shorepoint Capital Partners LLC | 8,945 | $5.23M | 1.19% | +160+1.8% | Added |
| HBW Advisory Services LLC | 8,945 | $5.23M | 0.76% | −486−5.2% | Reduced |
| Secured Retirement Advisors, LLC | 8,997 | $5.26M | 3.79% | +111+1.2% | Added |
| Graypoint LLC | 8,998 | $5.26M | 0.34% | +749+9.1% | Added |
| DeDora Capital, Inc. | 9,020 | $5.27M | 1.47% | +412+4.8% | Added |
| MMBG Investment Advisors Co. | 9,061 | $5.30M | 0.55% | −162−1.8% | Reduced |
| GM Advisory Group, Inc. | 9,069 | $5.30M | 0.32% | −293−3.1% | Reduced |
| Ronald Blue Trust, Inc. | 10,429 | $5.31M | 0.07% | +3,429+49.0% | Added |
| Inspire Trust Co, N.A. | 9,102 | $5.32M | 1.47% | +251+2.8% | Added |
| Archford Capital Strategies, LLC | 8,853 | $5.36M | 0.81% | +127+1.5% | Added |
| Keebeck Wealth Management, LLC | 9,221 | $5.39M | 0.78% | −175−1.9% | Reduced |
| Beverly Hills Private Wealth, LLC | 9,240 | $5.40M | 1.09% | +25+0.3% | Added |
| SageView Advisory Group, LLC | 9,244 | $5.40M | 0.27% | −858−8.5% | Reduced |
| Tranquility Partners, LLC | 9,275 | $5.42M | 1.97% | −41−0.4% | Reduced |
| Compton Wealth Advisory Group, LLC | 9,309 | $5.44M | 1.37% | −95−1.0% | Reduced |
| Trium Capital LLP | 9,354 | $5.47M | 2.51% | −2,177−18.9% | Reduced |
| Fullerton Fund Management Co Ltd. | 9,374 | $5.48M | 0.23% | +1,021+12.2% | Added |
| Arjuna Capital | 9,374 | $5.48M | 1.42% | −182−1.9% | Reduced |
| Intrust Bank NA | 9,397 | $5.49M | 0.55% | +168+1.8% | Added |
| Bray Capital Advisors | 9,427 | $5.51M | 1.35% | −215−2.2% | Reduced |
| Hohimer Wealth Management, LLC | 9,429 | $5.51M | 1.19% | +1,808+23.7% | Added |
| Delaney Dennis R | 9,466 | $5.53M | 2.86% | +370+4.1% | Added |
| Moody National Bank Trust Division | 9,467 | $5.54M | 0.59% | +193+2.1% | Added |
| Hancock Whitney Corp | 9,473 | $5.54M | 0.18% | +1,400+17.3% | Added |
| Investment House LLC | 9,475 | $5.54M | 0.30% | 00.0% | Unchanged |
| Eclectic Associates Inc | 9,478 | $5.54M | 2.19% | −312−3.2% | Reduced |
| Union Heritage Capital, LLC | 9,478 | $5.54M | 2.04% | 00.0% | Unchanged |
| Cigna Investments Inc | 9,496 | $5.55M | 0.99% | −104−1.1% | Reduced |
| Kestra Investment Management, LLC | 9,500 | $5.55M | 0.24% | +9,500 | New |
| Van Den Berg Management I, Inc | 9,502 | $5.56M | 1.61% | −657−6.5% | Reduced |
| Pinnacle Holdings, LLC | 9,524 | $5.57M | 2.17% | −82−0.9% | Reduced |
| Nelson Capital Management, LLC | 9,596 | $5.61M | 0.95% | −253−2.6% | Reduced |
| Portside Wealth Group, LLC | 9,630 | $5.63M | 0.96% | +285+3.0% | Added |
| Claro Advisors LLC | 9,632 | $5.63M | 0.73% | −308−3.1% | Reduced |
| LexAurum Advisors, LLC | 9,686 | $5.66M | 1.24% | +32+0.3% | Added |
| PKO Investment Management Joint-Stock Co | 9,689 | $5.66M | 0.70% | −1,300−11.8% | Reduced |
| Holderness Investments Co | 9,746 | $5.70M | 1.24% | +71+0.7% | Added |
| Strategy Asset Managers LLC | 9,755 | $5.70M | 1.09% | +7,113+269.2% | Added |
| Picton Mahoney Asset Management | 9,760 | $5.71M | 0.22% | −6,015−38.1% | Reduced |
| S.E.E.D. Planning Group LLC | 9,767 | $5.71M | 1.89% | +359+3.8% | Added |
| Insigneo Advisory Services, LLC | 9,777 | $5.72M | 0.58% | −1,113−10.2% | Reduced |
| Bretton Capital Management, LLC | 9,800 | $5.73M | 5.47% | +9,800 | New |
| Weik Capital Management | 9,881 | $5.78M | 2.33% | −17−0.2% | Reduced |
| Ameritas Advisory Services, LLC | 9,881 | $5.78M | 0.25% | +83+0.8% | Added |
| Legacy Private Trust Co. | 9,902 | $5.79M | 0.39% | −169−1.7% | Reduced |
| Strategic Planning Group, LLC | 9,911 | $5.79M | 1.14% | +316+3.3% | Added |
| Monetary Management Group Inc | 9,913 | $5.80M | 1.49% | −1,970−16.6% | Reduced |
| PFG Advisors | 9,915 | $5.80M | 0.37% | −534−5.1% | Reduced |
| Connable Office Inc | 9,935 | $5.81M | 0.58% | −75−0.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 9,947 | $5.82M | 0.21% | +1,398+16.4% | Added |
| First Fiduciary Investment Counsel, Inc. | 9,958 | $5.82M | 1.17% | −9−0.1% | Reduced |
| Catalytic Wealth RIA, LLC | 9,959 | $5.82M | 1.02% | +807+8.8% | Added |
| Cypress Capital Group | 9,981 | $5.84M | 0.66% | −296−2.9% | Reduced |
| First Trust Investment Solutions L.P. | 9,982 | $5.84M | 0.66% | −371−3.6% | Reduced |
| Viking Fund Management LLC | 10,000 | $5.85M | 0.95% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 10,008 | $5.85M | 1.47% | +65+0.7% | Added |
| Fairhaven Wealth Management, LLC | 10,025 | $5.86M | 1.80% | +26+0.3% | Added |
| Cordatus Wealth Management LLC | 10,031 | $5.87M | 2.11% | +46+0.5% | Added |