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 |
|---|---|---|---|---|---|
| Wright Investors Service Inc | 12,113 | $7.08M | 1.85% | −2,986−19.8% | Reduced |
| Rockline Wealth Management, LLC | 12,113 | $7.08M | 2.00% | +430+3.7% | Added |
| Culbertson A N & Co Inc | 12,116 | $7.08M | 1.14% | 00.0% | Unchanged |
| Field & Main Bank | 12,123 | $7.09M | 2.53% | −252−2.0% | Reduced |
| Independent Financial Group, LLC | 12,146 | $7.10M | 0.26% | −598−4.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 12,175 | $7.12M | 0.25% | −2,134−14.9% | Reduced |
| Buck Wealth Strategies, LLC | 12,176 | $7.12M | 2.24% | −1,789−12.8% | Reduced |
| GYL Financial Synergies, LLC | 12,183 | $7.12M | 0.54% | −1,251−9.3% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 12,221 | $7.15M | 1.44% | +1,597+15.0% | Added |
| Wedmont Private Capital | 12,280 | $7.17M | 0.41% | +1,339+12.2% | Added |
| Community Financial Services Group, LLC | 12,303 | $7.19M | 1.47% | +436+3.7% | Added |
| First Interstate Bank | 12,304 | $7.19M | 0.44% | −340−2.7% | Reduced |
| Ulland Investment Advisors, LLC | 12,332 | $7.21M | 5.28% | −483−3.8% | Reduced |
| GeoWealth Management, LLC | 12,352 | $7.22M | 0.25% | +1,204+10.8% | Added |
| Jasper Ridge Partners, L.P. | 12,375 | $7.24M | 0.21% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 12,397 | $7.25M | 0.33% | +225+1.8% | Added |
| Nations Financial Group Inc, | 12,441 | $7.27M | 0.53% | +1,051+9.2% | Added |
| Silicon Valley Capital Partners | 12,462 | $7.29M | 0.95% | −3,941−24.0% | Reduced |
| Lincoln Capital Corp | 12,463 | $7.29M | 2.98% | +103+0.8% | Added |
| Asset Planning Services Inc | 12,465 | $7.29M | 3.60% | +150+1.2% | Added |
| Legacy Advisors, LLC | 12,465 | $7.29M | 0.79% | +909+7.9% | Added |
| Chicago Trust Co NA | 12,477 | $7.30M | 1.26% | +554+4.6% | Added |
| Prosperity Consulting Group, LLC | 12,489 | $7.30M | 0.57% | +8,541+216.3% | Added |
| Vident Advisory, LLC | 12,496 | $7.31M | 0.18% | −22,994−64.8% | Reduced |
| Farther Finance Advisors, LLC | 12,531 | $7.33M | 0.27% | +332+2.7% | Added |
| Charter Trust Co | 12,545 | $7.33M | 0.47% | −248−1.9% | Reduced |
| HBK Sorce Advisory LLC | 12,638 | $7.39M | 0.23% | −390−3.0% | Reduced |
| Lee Danner & Bass Inc | 12,641 | $7.39M | 0.52% | −140−1.1% | Reduced |
| Larson Financial Group LLC | 12,686 | $7.42M | 0.42% | +3,833+43.3% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 12,695 | $7.42M | 1.85% | −280−2.2% | Reduced |
| Capital Planning Advisors, LLC | 12,736 | $7.45M | 1.12% | +87+0.7% | Added |
| HRT Financial LP | 12,763 | $7.46M | 0.04% | −216,622−94.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 12,784 | $7.47M | 0.72% | −7,521−37.0% | Reduced |
| Essex Financial Services, Inc. | 13,219 | $7.53M | 0.54% | −585−4.2% | Reduced |
| GLOBALT Investments LLC | 12,903 | $7.54M | 0.28% | +6,819+112.1% | Added |
| Sky Investment Group LLC | 12,959 | $7.58M | 1.36% | −275−2.1% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 13,000 | $7.60M | 1.64% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 13,014 | $7.61M | 1.81% | +572+4.6% | Added |
| Argonautica Private Wealth Management, Inc | 13,032 | $7.62M | 2.53% | +34+0.3% | Added |
| Meridian Wealth Advisors, LLC | 13,078 | $7.65M | 1.28% | +8+0.1% | Added |
| Great Lakes Retirement, Inc. | 13,090 | $7.65M | 0.98% | +503+4.0% | Added |
| Lindbrook Capital, LLC | 13,113 | $7.67M | 0.68% | +690+5.6% | Added |
| Sectoral Asset Management Inc | 13,125 | $7.67M | 4.53% | −13,550−50.8% | Reduced |
| Consolidated Investment Group LLC | 13,135 | $7.68M | 1.14% | −2,000−13.2% | Reduced |
| Mirabaud Asset Management Ltd | 13,201 | $7.68M | 3.17% | +13,201 | New |
| Checchi Capital Advisers, LLC | 13,149 | $7.69M | 0.57% | −1,345−9.3% | Reduced |
| Duncker Streett & Co Inc | 13,198 | $7.72M | 1.41% | −670−4.8% | Reduced |
| Mirae Asset Securities (USA) Inc. | 13,200 | $7.72M | 0.45% | −56−0.4% | Reduced |
| Granite Investment Partners, LLC | 13,213 | $7.73M | 0.33% | −353−2.6% | Reduced |
| Sandy Spring Bank | 13,238 | $7.74M | 0.32% | −14−0.1% | Reduced |
| Wealthspire Advisors, LLC | 13,363 | $7.81M | 0.08% | +1,664+14.2% | Added |
| CMH Wealth Management LLC | 13,374 | $7.82M | 1.84% | −305−2.2% | Reduced |
| Little House Capital LLC | 13,379 | $7.82M | 2.24% | +1,002+8.1% | Added |
| Eagle Rock Investment Company, LLC | 13,430 | $7.85M | 1.32% | +2,635+24.4% | Added |
| Mader & Shannon Wealth Management, Inc. | 13,487 | $7.89M | 4.59% | −751−5.3% | Reduced |
| Summit Trail Advisors, LLC | 13,631 | $7.97M | 0.20% | +1,623+13.5% | Added |
| Eagle Capital Management, LLC | 13,644 | $7.98M | 3.32% | +40+0.3% | Added |
| Perigon Wealth Management, LLC | 13,645 | $7.98M | 0.21% | +88+0.6% | Added |
| Resources Management Corp | 13,660 | $7.99M | 1.08% | −179−1.3% | Reduced |
| Gladstone Institutional Advisory LLC | 13,688 | $8.00M | 0.39% | −820−5.7% | Reduced |
| Canal Capital Management, LLC | 13,749 | $8.04M | 1.28% | +698+5.3% | Added |
| Asset Dedication, LLC | 13,753 | $8.04M | 0.54% | −1,491−9.8% | Reduced |
| Syon Capital LLC | 13,885 | $8.12M | 0.72% | +79+0.6% | Added |
| Paradigm Financial Partners, LLC | 13,428 | $8.14M | 1.13% | −598−4.3% | Reduced |
| KMG Fiduciary Partners, LLC | 13,952 | $8.16M | 0.70% | +75+0.5% | Added |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 13,979 | $8.17M | 0.26% | +4,007+40.2% | Added |
| Tradewinds, LLC. | 13,980 | $8.17M | 2.52% | +60.0% | Added |
| Liberty Capital Management, Inc. | 14,005 | $8.19M | 1.81% | +60.0% | Added |
| Community Bank & Trust, Waco, Texas | 14,023 | $8.20M | 1.85% | +213+1.5% | Added |
| Pacific Capital Partners Ltd | 14,035 | $8.21M | 4.81% | +10,955+355.7% | Added |
| Harbour Trust & Investment Management Co | 14,038 | $8.21M | 0.94% | +229+1.7% | Added |
| Naples Global Advisors, LLC | 14,040 | $8.21M | 0.76% | −44−0.3% | Reduced |
| Cape Cod Five Cents Savings Bank | 14,057 | $8.22M | 0.75% | +37+0.3% | Added |
| Schnieders Capital Management LLC | 14,078 | $8.23M | 1.57% | −840−5.6% | Reduced |
| American Trust | 14,097 | $8.24M | 0.68% | −2,633−15.7% | Reduced |
| Spinnaker Trust | 14,146 | $8.27M | 0.51% | −518−3.5% | Reduced |
| Capital Investment Counsel, LLC | 14,151 | $8.27M | 1.43% | +973+7.4% | Added |
| Telos Capital Management, Inc. | 14,207 | $8.31M | 0.87% | −73−0.5% | Reduced |
| GAMMA Investing LLC | 14,393 | $8.42M | 0.83% | +4,187+41.0% | Added |
| Ostrum Asset Management | 14,401 | $8.42M | 0.70% | −2,782−16.2% | Reduced |
| Buckhead Capital Management LLC | 14,428 | $8.44M | 2.67% | −58−0.4% | Reduced |
| Empire Life Investments Inc. | 14,525 | $8.49M | 0.52% | −253−1.7% | Reduced |
| Brown Shipley& Co Ltd | 14,555 | $8.51M | 4.19% | −393−2.6% | Reduced |
| Burns J W & Co Inc | 14,589 | $8.53M | 1.11% | −126−0.9% | Reduced |
| Bellecapital International Ltd. | 14,597 | $8.53M | 1.69% | −294−2.0% | Reduced |
| Tritonpoint Wealth, LLC | 14,694 | $8.55M | 0.78% | +1,102+8.1% | Added |
| Ballast, Inc. | 14,655 | $8.57M | 2.43% | −113−0.8% | Reduced |
| Kidder Stephen W | 14,726 | $8.61M | 2.54% | +33+0.2% | Added |
| Valeo Financial Advisors, LLC | 14,894 | $8.71M | 0.25% | −170−1.1% | Reduced |
| Asio Capital, LLC | 14,921 | $8.72M | 1.66% | −41−0.3% | Reduced |
| Goelzer Investment Management, Inc. | 14,997 | $8.77M | 0.48% | −1,174−7.3% | Reduced |
| Moore Capital Management, LP | 15,000 | $8.77M | 0.25% | −35,000−70.0% | Reduced |
| Sigma Investment Counselors Inc | 15,025 | $8.78M | 0.52% | −115−0.8% | Reduced |
| Sigma Planning Corp | 15,072 | $8.81M | 0.27% | +144+1.0% | Added |
| Schechter Investment Advisors, LLC | 15,154 | $8.86M | 0.65% | −6,154−28.9% | Reduced |
| J. Safra Sarasin Holding AG | 15,243 | $8.91M | 0.15% | −9,733−39.0% | Reduced |
| Davy Global Fund Management Ltd | 15,300 | $8.95M | 0.93% | −44−0.3% | Reduced |
| Lester Murray Antman dba SimplyRich | 15,305 | $8.95M | 2.49% | +106+0.7% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 15,338 | $8.97M | 0.94% | +8,899+138.2% | Added |
| SOL Capital Management CO | 15,338 | $8.97M | 1.00% | +20+0.1% | Added |