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 |
|---|---|---|---|---|---|
| Alley Investment Management Company, LLC | 15,420 | $9.02M | 1.14% | −22−0.1% | Reduced |
| Massachusetts Financial Services Co | 15,429 | $9.02M | 0.00% | −3,414−18.1% | Reduced |
| RNC Capital Management LLC | 17,828 | $9.08M | 0.50% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 15,564 | $9.10M | 0.81% | −224−1.4% | Reduced |
| Zions Bancorporation, N.A. | 15,590 | $9.12M | 0.66% | +443+2.9% | Added |
| Hansen & Associates Financial Group, Inc. | 16,022 | $9.13M | 4.82% | +16,022 | New |
| Spirepoint Private Client, LLC | 15,733 | $9.20M | 1.22% | +630+4.2% | Added |
| NorthRock Partners, LLC | 15,756 | $9.21M | 0.30% | +1,046+7.1% | Added |
| IFP Advisors, Inc | 15,814 | $9.25M | 0.33% | +2,536+19.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 15,853 | $9.27M | 0.81% | −1,045−6.2% | Reduced |
| First National Bank of Omaha | 15,875 | $9.28M | 0.59% | −3,834−19.5% | Reduced |
| Hilton Capital Management, LLC | 16,005 | $9.36M | 0.73% | +414+2.7% | Added |
| Brighton Jones LLC | 16,018 | $9.37M | 0.35% | −10,284−39.1% | Reduced |
| Griffin Asset Management, Inc. | 16,025 | $9.37M | 1.05% | +50+0.3% | Added |
| Fragasso Group Inc. | 16,037 | $9.38M | 0.72% | −384−2.3% | Reduced |
| Alapocas Investment Partners, Inc. | 16,037 | $9.38M | 5.51% | +57+0.4% | Added |
| Vestor Capital, LLC | 16,062 | $9.39M | 0.74% | −29,300−64.6% | Reduced |
| Frank, Rimerman Advisors LLC | 16,104 | $9.42M | 0.67% | +1,355+9.2% | Added |
| Rothschild Capital Partners, LLC | 16,106 | $9.42M | 2.63% | +624+4.0% | Added |
| Burt Wealth Advisors | 16,116 | $9.42M | 2.32% | −252−1.5% | Reduced |
| Thompson Investment Management, Inc. | 16,218 | $9.48M | 1.35% | +1,439+9.7% | Added |
| Colonial Trust Co | 16,226 | $9.49M | 1.46% | +834+5.4% | Added |
| Ocean Capital Management, LLC | 16,243 | $9.50M | 2.22% | +2,017+14.2% | Added |
| Stolper Co | 16,275 | $9.52M | 3.11% | −288−1.7% | Reduced |
| Thoroughbred Financial Services, LLC | 16,281 | $9.52M | 0.61% | −760−4.5% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 16,293 | $9.53M | 2.28% | +62+0.4% | Added |
| Busey Wealth Management | 16,314 | $9.54M | 0.31% | +328+2.1% | Added |
| Leuthold Group, LLC | 16,363 | $9.57M | 1.06% | −1,184−6.7% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 16,370 | $9.57M | 0.94% | +236+1.5% | Added |
| Blue Fin Capital, Inc. | 16,392 | $9.58M | 1.82% | +199+1.2% | Added |
| Tradition Wealth Management, LLC | 16,396 | $9.59M | 0.85% | −384−2.3% | Reduced |
| Marietta Wealth Management, LLC | 16,423 | $9.60M | 1.40% | +486+3.0% | Added |
| Meeder Advisory Services, Inc. | 16,424 | $9.60M | 0.62% | +1,420+9.5% | Added |
| Central Bank & Trust Co | 16,445 | $9.62M | 1.33% | −1,475−8.2% | Reduced |
| Winmill & Co. Inc | 16,475 | $9.63M | 3.24% | 00.0% | Unchanged |
| Montag & Caldwell, LLC | 16,508 | $9.65M | 1.96% | −709−4.1% | Reduced |
| Avitas Wealth Management LLC | 16,536 | $9.67M | 1.36% | −270−1.6% | Reduced |
| Puzo Michael J | 16,637 | $9.73M | 2.54% | +123+0.7% | Added |
| Blue Edge Capital, LLC | 16,642 | $9.73M | 1.52% | +80.0% | Added |
| Ledyard National Bank | 16,667 | $9.74M | 0.89% | −164−1.0% | Reduced |
| Gotham Asset Management, LLC | 16,761 | $9.80M | 0.10% | +4,146+32.9% | Added |
| Pitcairn Co | 16,767 | $9.80M | 0.58% | −2,093−11.1% | Reduced |
| Red Door Wealth Management, LLC | 16,823 | $9.84M | 1.64% | +680+4.2% | Added |
| Fundamentun, LLC | 16,849 | $9.85M | 0.69% | −816−4.6% | Reduced |
| Strategic Wealth Designers | 16,915 | $9.87M | 1.06% | +4,533+36.6% | Added |
| Unison Asset Management LLC | 16,886 | $9.87M | 4.69% | −25−0.1% | Reduced |
| Soros Capital Management LLC | 16,900 | $9.88M | 2.38% | +16,900 | New |
| Verdence Capital Advisors LLC | 16,957 | $9.91M | 0.79% | +239+1.4% | Added |
| Stonegate Investment Group, LLC | 16,992 | $9.93M | 0.26% | −251−1.5% | Reduced |
| GHP Investment Advisors, Inc. | 17,046 | $9.97M | 0.46% | +114+0.7% | Added |
| Advanced Asset Management Advisors Inc | 19,700 | $10.0M | 2.68% | 00.0% | Unchanged |
| Cullinan Associates Inc | 17,548 | $10.0M | 0.57% | −3,404−16.2% | Reduced |
| Elk River Wealth Management, LLC | 17,237 | $10.1M | 1.83% | −44−0.3% | Reduced |
| St Germain D J Co Inc | 17,256 | $10.1M | 0.46% | −3,311−16.1% | Reduced |
| Ballentine Partners, LLC | 17,331 | $10.1M | 0.17% | +809+4.9% | Added |
| Exchange Traded Concepts, LLC | 17,332 | $10.1M | 0.24% | −1,474−7.8% | Reduced |
| Twin Capital Management Inc | 17,343 | $10.1M | 1.14% | −4,070−19.0% | Reduced |
| Security National Bank | 17,379 | $10.2M | 1.38% | −48−0.3% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 17,396 | $10.2M | 3.06% | −1,879−9.7% | Reduced |
| Estabrook Capital Management | 17,431 | $10.2M | 1.52% | −275−1.6% | Reduced |
| Chronos Wealth Management, LLC | 17,509 | $10.2M | 5.34% | +46+0.3% | Added |
| Atlantic Union Bankshares Corp | 17,566 | $10.3M | 0.60% | −325−1.8% | Reduced |
| Morse Asset Management, Inc | 17,593 | $10.3M | 2.22% | −38−0.2% | Reduced |
| Ameritas Investment Partners, Inc. | 17,599 | $10.3M | 0.33% | −2,533−12.6% | Reduced |
| AMG National Trust Bank | 17,673 | $10.3M | 0.28% | +778+4.6% | Added |
| Citizens National Bank Trust Department | 17,789 | $10.4M | 2.19% | −40−0.2% | Reduced |
| AlTi Global, Inc. | 17,813 | $10.4M | 0.25% | +69+0.4% | Added |
| Davis-Rea Ltd. | 17,863 | $10.4M | 4.54% | +21+0.1% | Added |
| Great Waters Wealth Management | 17,873 | $10.5M | 1.41% | −127−0.7% | Reduced |
| Wealth Advisory Solutions, LLC | 17,879 | $10.5M | 2.88% | −3,810−17.6% | Reduced |
| Evexia Wealth LLC | 17,929 | $10.5M | 3.71% | −565−3.1% | Reduced |
| Venture Visionary Partners LLC | 17,906 | $10.5M | 0.46% | −789−4.2% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 18,002 | $10.5M | 2.58% | +76+0.4% | Added |
| Biondo Investment Advisors, LLC | 18,023 | $10.5M | 1.44% | +367+2.1% | Added |
| Evergreen Capital Management LLC | 18,070 | $10.6M | 0.35% | +426+2.4% | Added |
| FourThought Financial Partners, LLC | 18,118 | $10.6M | 1.26% | +179+1.0% | Added |
| Soltis Investment Advisors LLC | 18,296 | $10.7M | 1.05% | −624−3.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 18,333 | $10.7M | 0.32% | +595+3.4% | Added |
| Icon Wealth Advisors, LLC | 18,333 | $10.7M | 0.89% | −213−1.1% | Reduced |
| Ritholtz Wealth Management | 18,391 | $10.8M | 0.32% | +5,339+40.9% | Added |
| Jupiter Asset Management Ltd | 18,543 | $10.8M | 0.10% | −295−1.6% | Reduced |
| Forbes J M & Co LLP | 18,551 | $10.8M | 1.06% | −359−1.9% | Reduced |
| Wedge Capital Management L L P | 18,558 | $10.9M | 0.19% | −2,590−12.2% | Reduced |
| Strong Tower Advisory Services | 18,580 | $10.9M | 3.03% | −2,393−11.4% | Reduced |
| Bank of Nova Scotia Trust Co | 18,676 | $10.9M | 1.11% | +968+5.5% | Added |
| Motco | 18,677 | $10.9M | 1.09% | −989−5.0% | Reduced |
| LGT Group Foundation | 18,462 | $10.9M | 0.18% | −567−3.0% | Reduced |
| Kesler, Norman & Wride, LLC | 18,769 | $11.0M | 2.15% | −2,710−12.6% | Reduced |
| Caldwell Trust Co | 18,772 | $11.0M | 1.15% | −622−3.2% | Reduced |
| EFG Asset Management (Americas) Corp. | 18,785 | $11.0M | 2.15% | −392−2.0% | Reduced |
| Prospera Financial Services Inc | 18,926 | $11.1M | 0.28% | +399+2.2% | Added |
| Mattern Capital Management, LLC | 18,942 | $11.1M | 1.39% | −65−0.3% | Reduced |
| Profund Advisors LLC | 18,946 | $11.1M | 0.42% | +492+2.7% | Added |
| Guardian Capital Advisors LP | 19,008 | $11.1M | 1.09% | +766+4.2% | Added |
| Pine Valley Investments Ltd Liability Co | 18,963 | $11.1M | 0.76% | +930+5.2% | Added |
| James Investment Research Inc | 18,967 | $11.1M | 1.28% | −374−1.9% | Reduced |
| Global Retirement Partners, LLC | 19,050 | $11.1M | 0.34% | +234+1.2% | Added |
| Mirabaud & Cie SA | 19,207 | $11.2M | 3.26% | +9,191+91.8% | Added |
| McKinley Carter Wealth Services, Inc. | 19,286 | $11.3M | 0.68% | +490+2.6% | Added |
| Tran Capital Management, L.P. | 19,300 | $11.3M | 1.22% | −169−0.9% | Reduced |