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 |
|---|---|---|---|---|---|
| Pallas Capital Advisors LLC | 20,154 | $11.3M | 0.48% | −596−2.9% | Reduced |
| Ascent Wealth Partners, LLC | 19,343 | $11.3M | 1.58% | −117−0.6% | Reduced |
| TD Private Client Wealth LLC | 19,344 | $11.3M | 0.33% | −883−4.4% | Reduced |
| Fulcrum Capital LLC | 19,359 | $11.3M | 2.47% | +63+0.3% | Added |
| Pictet North America Advisors SA | 19,385 | $11.3M | 1.12% | −971−4.8% | Reduced |
| Johnson Financial Group, Inc. | 19,461 | $11.4M | 0.52% | −735−3.6% | Reduced |
| Stokes Capital Advisors, LLC | 19,490 | $11.4M | 2.92% | −226−1.1% | Reduced |
| Bourgeon Capital Management LLC | 19,711 | $11.5M | 2.22% | +14,316+265.4% | Added |
| Wedbush Securities Inc | 19,747 | $11.5M | 0.43% | −5,032−20.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 19,872 | $11.6M | 0.83% | +4,770+31.6% | Added |
| AIA Group Ltd | 19,877 | $11.6M | 0.30% | +3,476+21.2% | Added |
| Stratos Wealth Partners, LTD. | 19,891 | $11.6M | 0.17% | +80.0% | Added |
| Mutual Advisors, LLC | 20,835 | $11.7M | 0.34% | +1,346+6.9% | Added |
| Toth Financial Advisory Corp | 20,001 | $11.7M | 1.38% | −90.0% | Reduced |
| Eldred Rock Partners, LLC | 20,149 | $11.8M | 3.94% | +843+4.4% | Added |
| Greenwich Wealth Management LLC | 20,197 | $11.8M | 0.80% | −88−0.4% | Reduced |
| Earnest Partners LLC | 20,221 | $11.8M | 0.05% | −80.0% | Reduced |
| Evoke Wealth, LLC | 20,244 | $11.8M | 0.32% | +20,244 | New |
| TCTC Holdings, LLC | 20,320 | $11.9M | 0.40% | +18+0.1% | Added |
| NBT Bank N A | 20,362 | $11.9M | 0.80% | −667−3.2% | Reduced |
| Simplify Asset Management Inc. | 20,372 | $11.9M | 0.82% | +6,772+49.8% | Added |
| Veriti Management LLC | 20,374 | $11.9M | 0.64% | +3,196+18.6% | Added |
| Americana Partners, LLC | 20,377 | $11.9M | 0.81% | +1,984+10.8% | Added |
| KCM Investment Advisors LLC | 20,480 | $12.0M | 0.41% | +758+3.8% | Added |
| Owl Creek Asset Management, L.P. | 20,484 | $12.0M | 1.75% | 00.0% | Unchanged |
| Leith Wheeler Investment Counsel Ltd. | 20,550 | $12.0M | 0.84% | +20,086+4,328.9% | Added |
| Woodmont Investment Counsel LLC | 20,892 | $12.2M | 0.92% | −922−4.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 20,921 | $12.2M | 0.84% | −1,369−6.1% | Reduced |
| Running Oak Capital LLC | 20,926 | $12.2M | 1.66% | −972−4.4% | Reduced |
| Savant Capital, LLC | 20,956 | $12.3M | 0.10% | +4,904+30.6% | Added |
| Richard Bernstein Advisors LLC | 21,062 | $12.3M | 0.26% | −1,432−6.4% | Reduced |
| Hilltop Holdings Inc. | 21,069 | $12.3M | 0.80% | +14,163+205.1% | Added |
| Mission Wealth Management, LP | 21,148 | $12.4M | 0.31% | −745−3.4% | Reduced |
| Scholtz & Company, LLC | 21,381 | $12.5M | 5.90% | −7,276−25.4% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 21,469 | $12.6M | 2.14% | −620−2.8% | Reduced |
| Broderick Brian C | 21,497 | $12.6M | 2.46% | +100+0.5% | Added |
| GDS Wealth Management | 21,539 | $12.6M | 1.23% | +1,761+8.9% | Added |
| Atom Investors LP | 21,676 | $12.7M | 1.33% | +21,259+5,098.1% | Added |
| Signaturefd, LLC | 21,696 | $12.7M | 0.24% | +1,293+6.3% | Added |
| Ascent Group, LLC | 21,746 | $12.7M | 0.96% | −250−1.1% | Reduced |
| Beacon Investment Advisory Services, Inc. | 21,754 | $12.7M | 0.53% | −264−1.2% | Reduced |
| Dividend Assets Capital, LLC | 21,783 | $12.7M | 2.44% | +122+0.6% | Added |
| Van Hulzen Asset Management, LLC | 21,897 | $12.8M | 0.93% | −4,119−15.8% | Reduced |
| Concurrent Investment Advisors, LLC | 21,999 | $12.9M | 0.38% | +920+4.4% | Added |
| Leavell Investment Management, Inc. | 22,206 | $13.0M | 0.65% | −811−3.5% | Reduced |
| Quadrature Capital Ltd | 22,210 | $13.0M | 0.29% | −39,241−63.9% | Reduced |
| CAPROCK Group, Inc. | 22,294 | $13.0M | 0.47% | +1,288+6.1% | Added |
| Dynamic Advisor Solutions LLC | 22,339 | $13.1M | 0.39% | −3,231−12.6% | Reduced |
| WoodTrust Financial Corp | 22,411 | $13.1M | 1.86% | +735+3.4% | Added |
| Iyo Bank, Ltd. | 22,410 | $13.1M | 4.65% | +1,020+4.8% | Added |
| Smithbridge Asset Management Inc | 22,429 | $13.1M | 2.26% | +880+4.1% | Added |
| Advisory Research Inc | 22,534 | $13.2M | 2.34% | −651−2.8% | Reduced |
| Churchill Management Corp | 22,543 | $13.2M | 0.15% | −343−1.5% | Reduced |
| Grimes & Company, Inc. | 22,589 | $13.2M | 0.36% | −4,658−17.1% | Reduced |
| Cozad Asset Management Inc | 22,628 | $13.2M | 1.26% | +907+4.2% | Added |
| Haverford Financial Services, Inc. | 22,707 | $13.3M | 3.80% | −2,827−11.1% | Reduced |
| Capital Investment Advisors, LLC | 22,714 | $13.3M | 0.27% | +1,759+8.4% | Added |
| Beese Fulmer Investment Management, Inc. | 22,760 | $13.3M | 1.14% | +279+1.2% | Added |
| L1 Capital International Pty Ltd | 22,824 | $13.3M | 4.26% | −8,778−27.8% | Reduced |
| Robeco Schweiz AG | 22,971 | $13.4M | 0.25% | 00.0% | Unchanged |
| Greenleaf Trust | 22,981 | $13.4M | 0.12% | +539+2.4% | Added |
| Crossmark Global Holdings, Inc. | 22,998 | $13.4M | 0.24% | −1,132−4.7% | Reduced |
| Lowe Brockenbrough & Co Inc | 22,998 | $13.4M | 0.86% | −3,512−13.2% | Reduced |
| Sonora Investment Management Group, LLC | 23,113 | $13.5M | 1.00% | +736+3.3% | Added |
| Princeton Global Asset Management LLC | 23,168 | $13.5M | 2.63% | +708+3.2% | Added |
| High Note Wealth, LLC | 23,173 | $13.5M | 3.87% | +89+0.4% | Added |
| Moneta Group Investment Advisors LLC | 23,189 | $13.6M | 0.20% | −1,054−4.3% | Reduced |
| Logan Capital Management Inc | 23,220 | $13.6M | 0.56% | −978−4.0% | Reduced |
| Miramar Capital, LLC | 23,227 | $13.6M | 3.17% | −98−0.4% | Reduced |
| Plato Investment Management Ltd | 23,266 | $13.6M | 1.10% | +1,070+4.8% | Added |
| Anchor Investment Management, LLC | 23,310 | $13.6M | 1.29% | +1,128+5.1% | Added |
| North Star Asset Management Inc | 23,424 | $13.7M | 0.61% | +671+2.9% | Added |
| Summit Financial, LLC | 23,528 | $13.8M | 0.54% | −1,016−4.1% | Reduced |
| Abner Herrman & Brock LLC | 23,675 | $13.8M | 1.67% | −101−0.4% | Reduced |
| Principal Securities, Inc. | 23,726 | $13.9M | 0.34% | +1,933+8.9% | Added |
| Buckingham Capital Management, Inc. | 23,777 | $13.9M | 1.59% | −1,674−6.6% | Reduced |
| Integrated Wealth Concepts LLC | 23,828 | $13.9M | 0.17% | +207+0.9% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 23,883 | $14.0M | 1.17% | +2,365+11.0% | Added |
| Tocqueville Asset Management L.P. | 23,895 | $14.0M | 0.22% | −778−3.2% | Reduced |
| Longbow Finance SA | 23,959 | $14.0M | 1.49% | −1,475−5.8% | Reduced |
| Core Alternative Capital | 23,965 | $14.0M | 2.71% | +6,489+37.1% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 24,064 | $14.1M | 0.13% | +3,250+15.6% | Added |
| Wetherby Asset Management Inc | 24,108 | $14.1M | 0.64% | +60.0% | Added |
| Hudson Valley Investment Advisors Inc | 24,146 | $14.1M | 1.56% | +4,926+25.6% | Added |
| Brookstone Capital Management | 24,289 | $14.2M | 0.21% | +1,529+6.7% | Added |
| Matrix Asset Advisors Inc | 24,523 | $14.3M | 1.59% | −363−1.5% | Reduced |
| Berger Financial Group, Inc | 24,605 | $14.4M | 1.04% | +3,052+14.2% | Added |
| Roundview Capital LLC | 24,679 | $14.4M | 1.05% | −106−0.4% | Reduced |
| Amica Mutual Insurance Co | 24,776 | $14.5M | 1.40% | −1,633−6.2% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 24,791 | $14.5M | 1.43% | +287+1.2% | Added |
| Live Oak Private Wealth LLC | 24,830 | $14.5M | 2.36% | −274−1.1% | Reduced |
| Altrafin AG | 24,835 | $14.5M | 5.23% | +22,965+1,228.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 24,853 | $14.5M | 0.07% | −51,673−67.5% | Reduced |
| Sequoia Financial Advisors, LLC | 24,976 | $14.6M | 0.16% | +3,006+13.7% | Added |
| 11 Capital Partners LP | 25,050 | $14.6M | 6.11% | −11,250−31.0% | Reduced |
| LTS One Management LP | 25,070 | $14.7M | 4.24% | +25,070 | New |
| BNP Paribas | 25,147 | $14.7M | 0.61% | −635−2.5% | Reduced |
| Muhlenkamp & Co Inc | 25,209 | $14.7M | 4.52% | −70.0% | Reduced |
| Sumitomo Life Insurance Co | 25,220 | $14.7M | 0.29% | +4,157+19.7% | Added |
| Somerville Kurt F | 25,250 | $14.8M | 2.38% | +102+0.4% | Added |