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 |
|---|---|---|---|---|---|
| Trifecta Capital Advisors, LLC | 10,052 | $5.88M | 1.23% | +40.0% | Added |
| Zega Financial, LLC | 10,052 | $5.88M | 1.93% | +2,184+27.8% | Added |
| Highland Capital Management, LLC | 10,075 | $5.89M | 0.34% | −4,546−31.1% | Reduced |
| Diversify Wealth Management, LLC | 10,488 | $5.92M | 0.57% | −2,900−21.7% | Reduced |
| Fulton Bank, N.A. | 10,172 | $5.95M | 0.23% | −3,511−25.7% | Reduced |
| FreeGulliver LLC | 10,177 | $5.95M | 3.53% | +163+1.6% | Added |
| HGK Asset Management Inc | 10,180 | $5.95M | 1.10% | −2,222−17.9% | Reduced |
| William B. Walkup & Associates, Inc. | 10,250 | $5.99M | 3.71% | −6−0.1% | Reduced |
| CWA Asset Management Group, LLC | 10,275 | $6.01M | 0.32% | +10,275 | New |
| Peloton Wealth Strategists | 10,288 | $6.01M | 2.39% | +50.0% | Added |
| Commonwealth Retirement Investments LLC | 10,295 | $6.02M | 2.52% | +195+1.9% | Added |
| China Universal Asset Management Co., Ltd. | 10,307 | $6.03M | 0.66% | +2,879+38.8% | Added |
| Allen Capital Group, LLC | 10,337 | $6.04M | 0.77% | +291+2.9% | Added |
| Horizon Investments, LLC | 10,350 | $6.05M | 0.16% | +102+1.0% | Added |
| Bank of New Hampshire | 10,390 | $6.07M | 1.52% | +30.0% | Added |
| Trinity Legacy Partners, LLC | 10,042 | $6.08M | 1.56% | −231−2.2% | Reduced |
| Lakeview Capital Partners, LLC | 10,447 | $6.11M | 0.97% | +1,081+11.5% | Added |
| Kingsview Wealth Management, LLC | 10,461 | $6.12M | 0.13% | +416+4.1% | Added |
| SlateStone Wealth, LLC | 10,497 | $6.14M | 0.55% | −2,537−19.5% | Reduced |
| Cypress Asset Management Inc | 10,501 | $6.14M | 1.53% | +189+1.8% | Added |
| Northeast Financial Consultants Inc | 10,510 | $6.14M | 0.27% | −27−0.3% | Reduced |
| Trust Asset Management LLC | 10,545 | $6.17M | 0.49% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 10,569 | $6.18M | 0.66% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 10,594 | $6.19M | 1.33% | +2,701+34.2% | Added |
| Round Rock Advisors, LLC | 10,657 | $6.23M | 1.46% | 00.0% | Unchanged |
| Simmons Bank | 10,721 | $6.27M | 0.45% | −212−1.9% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 10,738 | $6.28M | 3.80% | −233−2.1% | Reduced |
| J. W. Coons Advisors, LLC | 10,745 | $6.28M | 1.57% | −65−0.6% | Reduced |
| Bristlecone Advisors, LLC | 10,748 | $6.28M | 0.50% | −376−3.4% | Reduced |
| CX Institutional | 10,750 | $6.29M | 0.28% | −10,691−49.9% | Reduced |
| Blue Zone Wealth Advisors, LLC | 10,797 | $6.31M | 1.96% | +235+2.2% | Added |
| Dynasty Wealth Management, LLC | 10,856 | $6.35M | 0.19% | −789−6.8% | Reduced |
| MainStreet Investment Advisors LLC | 10,862 | $6.35M | 0.84% | −3,820−26.0% | Reduced |
| Equitable Trust Co | 10,891 | $6.37M | 0.41% | +706+6.9% | Added |
| Capital Analysts, LLC | 10,935 | $6.39M | 0.26% | −307−2.7% | Reduced |
| Ayrshire Capital Management LLC | 10,988 | $6.42M | 3.06% | +76+0.7% | Added |
| Connecticut Wealth Management, LLC | 10,999 | $6.43M | 0.31% | −630−5.4% | Reduced |
| West Branch Capital LLC | 11,008 | $6.44M | 2.23% | +38+0.3% | Added |
| Sandhill Capital Partners LLC | 11,023 | $6.44M | 0.46% | +124+1.1% | Added |
| Sowell Financial Services LLC | 11,028 | $6.45M | 0.30% | −407−3.6% | Reduced |
| Gs Investments, Inc. | 11,044 | $6.46M | 2.87% | −20−0.2% | Reduced |
| Atlantic Trust, LLC | 11,058 | $6.47M | 1.55% | −466−4.0% | Reduced |
| Moloney Securities Asset Management, LLC | 11,060 | $6.47M | 0.87% | −8−0.1% | Reduced |
| Mirador Capital Partners LP | 11,062 | $6.47M | 1.16% | −113−1.0% | Reduced |
| Plancorp, LLC | 11,094 | $6.49M | 0.26% | −377−3.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 11,116 | $6.50M | 0.30% | +1,156+11.6% | Added |
| Acropolis Investment Management, LLC | 11,127 | $6.51M | 0.39% | −74−0.7% | Reduced |
| Chatham Capital Group, Inc. | 11,202 | $6.55M | 1.07% | +89+0.8% | Added |
| Qtron Investments LLC | 11,216 | $6.56M | 0.90% | +975+9.5% | Added |
| D L Carlson Investment Group Inc | 11,216 | $6.56M | 1.19% | −154−1.4% | Reduced |
| Meritage Portfolio Management | 11,232 | $6.57M | 0.40% | −3,527−23.9% | Reduced |
| DLK Investment Management, LLC | 11,242 | $6.57M | 2.52% | −32−0.3% | Reduced |
| Northern Oak Wealth Management Inc | 11,256 | $6.58M | 0.77% | −1,861−14.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,290 | $6.60M | 0.26% | +161+1.4% | Added |
| Arkadios Wealth Advisors | 11,320 | $6.62M | 0.38% | +2,143+23.4% | Added |
| Keeler Thomas Management LLC | 11,329 | $6.62M | 2.09% | −161−1.4% | Reduced |
| JCIC Asset Management Inc. | 11,391 | $6.66M | 2.73% | +145+1.3% | Added |
| Rench Wealth Management, Inc. | 11,395 | $6.66M | 2.29% | +645+6.0% | Added |
| Montag A & Associates Inc | 11,399 | $6.66M | 0.31% | +267+2.4% | Added |
| Lynch Asset Management, Inc. | 11,400 | $6.67M | 2.80% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 11,414 | $6.67M | 1.58% | +964+9.2% | Added |
| Nikulski Financial, Inc. | 11,424 | $6.68M | 2.00% | +29+0.3% | Added |
| First Hawaiian Bank | 11,438 | $6.69M | 0.21% | −2,722−19.2% | Reduced |
| Lountzis Asset Management, LLC | 11,445 | $6.69M | 2.78% | +50.0% | Added |
| J.W. Cole Advisors, Inc. | 11,450 | $6.69M | 0.28% | +2,557+28.8% | Added |
| Quadrant Capital Group LLC | 11,472 | $6.71M | 0.47% | −37−0.3% | Reduced |
| River Wealth Advisors LLC | 11,473 | $6.71M | 0.89% | +428+3.9% | Added |
| Barbara Oil Co. | 11,500 | $6.72M | 2.75% | 00.0% | Unchanged |
| Transform Wealth, LLC | 11,508 | $6.73M | 0.45% | −13,779−54.5% | Reduced |
| Csenge Advisory Group | 11,254 | $6.73M | 0.35% | +353+3.2% | Added |
| Souders Financial Advisors | 11,521 | $6.74M | 0.94% | +60+0.5% | Added |
| PFG Investments, LLC | 11,528 | $6.74M | 0.44% | −24−0.2% | Reduced |
| Capstone Investment Advisors, LLC | 11,552 | $6.75M | 0.13% | −11,329−49.5% | Reduced |
| IHT Wealth Management, LLC | 11,569 | $6.76M | 0.19% | +2,756+31.3% | Added |
| NBC Securities, Inc. | 11,606 | $6.79M | 0.57% | +9+0.1% | Added |
| Bogart Wealth, LLC | 11,666 | $6.82M | 0.32% | −49−0.4% | Reduced |
| Landscape Capital Management, L.L.C. | 11,667 | $6.82M | 0.69% | +204+1.8% | Added |
| City Holding Co | 11,700 | $6.84M | 0.95% | −41−0.3% | Reduced |
| Coastline Trust Co | 11,731 | $6.86M | 0.81% | −2,796−19.2% | Reduced |
| Stiles Financial Services Inc | 11,735 | $6.86M | 2.42% | −240−2.0% | Reduced |
| Western Wealth Management, LLC | 11,760 | $6.88M | 0.39% | +3,295+38.9% | Added |
| Value Partners Investments Inc. | 11,766 | $6.89M | 0.56% | +169+1.5% | Added |
| Proequities, Inc. | 11,818 | $6.91M | 0.41% | −296−2.4% | Reduced |
| Integrated Advisors Network LLC | 11,867 | $6.94M | 0.33% | +336+2.9% | Added |
| Waldron Private Wealth LLC | 11,885 | $6.95M | 0.29% | +269+2.3% | Added |
| Jessup Wealth Management, Inc | 11,891 | $6.95M | 3.19% | +5,307+80.6% | Added |
| Change Path, LLC | 11,903 | $6.96M | 0.24% | +1,512+14.6% | Added |
| GPM Growth Investors, Inc. | 11,951 | $6.99M | 2.91% | −606−4.8% | Reduced |
| Marshall & Sullivan Inc | 11,982 | $7.01M | 3.36% | −218−1.8% | Reduced |
| Perkins Coie Trust Co | 11,989 | $7.01M | 1.55% | −93−0.8% | Reduced |
| Weatherly Asset Management L. P. | 11,997 | $7.01M | 0.61% | −530−4.2% | Reduced |
| Olstein Capital Management, L.P. | 12,000 | $7.02M | 1.19% | −4,500−27.3% | Reduced |
| Harbour Capital Advisors, LLC | 11,867 | $7.02M | 1.62% | −1,802−13.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 12,018 | $7.03M | 0.43% | +1,594+15.3% | Added |
| Tenere Capital LLC | 12,023 | $7.03M | 1.87% | +12,023 | New |
| Timber Creek Capital Management LLC | 12,035 | $7.04M | 1.97% | −2,857−19.2% | Reduced |
| Cornerstone Wealth Group, LLC | 12,040 | $7.04M | 0.58% | +209+1.8% | Added |
| Nemes Rush Group LLC | 14,256 | $7.05M | 1.02% | −514−3.5% | Reduced |
| Jaffetilchin Investment Partners, LLC | 12,069 | $7.06M | 0.54% | +491+4.2% | Added |
| Warren Averett Asset Management, LLC | 12,089 | $7.07M | 0.13% | −464−3.7% | Reduced |