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 |
|---|---|---|---|---|---|
| Walleye Capital LLC | 25,333 | $14.8M | 0.16% | +381+1.5% | Added |
| Schmidt P J Investment Management Inc | 25,536 | $14.9M | 2.58% | −609−2.3% | Reduced |
| Addenda Capital Inc. | 25,587 | $15.0M | 0.53% | −120.0% | Reduced |
| North Point Portfolio Managers Corp | 25,596 | $15.0M | 2.40% | −245−0.9% | Reduced |
| Hyperion Capital Advisors LP | 25,627 | $15.0M | 7.04% | −781−3.0% | Reduced |
| Covington Investment Advisors Inc. | 25,638 | $15.0M | 2.25% | +50+0.2% | Added |
| Bleakley Financial Group, LLC | 25,670 | $15.0M | 0.46% | −12,586−32.9% | Reduced |
| BlackBarn Capital Partners LP | 25,700 | $15.0M | 6.53% | −6,300−19.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 25,723 | $15.0M | 0.55% | +738+3.0% | Added |
| Carnegie Lake Advisors LLC | 25,846 | $15.1M | 5.98% | +25,846 | New |
| APG Asset Management US Inc. | 25,909 | $15.1M | 0.10% | −326,074−92.6% | Reduced |
| Janney Capital Management LLC | 25,987 | $15.2M | 1.03% | +214+0.8% | Added |
| Litman Gregory Asset Management LLC | 26,091 | $15.3M | 1.28% | −389−1.5% | Reduced |
| Silvercrest Asset Management Group LLC | 26,246 | $15.3M | 0.10% | +814+3.2% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 26,419 | $15.4M | 0.83% | −571−2.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 26,556 | $15.5M | 0.46% | +707+2.7% | Added |
| American National Bank | 26,686 | $15.6M | 1.84% | −285−1.1% | Reduced |
| Coldstream Capital Management Inc | 26,722 | $15.7M | 0.34% | +1,627+6.5% | Added |
| Caden Capital Partners, LP | 26,810 | $15.7M | 5.28% | −20,641−43.5% | Reduced |
| Sienna Gestion | 26,936 | $15.7M | 1.05% | +5,862+27.8% | Added |
| 8 Knots Management, LLC | 26,876 | $15.7M | 1.86% | +26,876 | New |
| Argent Financial Group, Inc. | 26,915 | $15.7M | 1.87% | +26,915 | New |
| Advisory Services Network, LLC | 31,002 | $15.8M | 0.33% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 27,094 | $15.8M | 4.05% | −635−2.3% | Reduced |
| Waycross Partners, LLC | 27,136 | $15.9M | 2.19% | +3,449+14.6% | Added |
| Alps Advisors Inc | 27,157 | $15.9M | 0.11% | −11,649−30.0% | Reduced |
| Torray LLC | 27,325 | $16.0M | 2.24% | +433+1.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 27,340 | $16.0M | 1.11% | −2,346−7.9% | Reduced |
| Neville Rodie & Shaw Inc | 27,453 | $16.1M | 1.18% | −258−0.9% | Reduced |
| ARS Wealth Advisors Group, LLC | 27,481 | $16.1M | 1.97% | +515+1.9% | Added |
| RiverFront Investment Group, LLC | 27,503 | $16.1M | 0.38% | +2,455+9.8% | Added |
| Bell Asset Management Ltd | 27,574 | $16.1M | 2.95% | −27,408−49.8% | Reduced |
| McRae Capital Management Inc | 27,677 | $16.2M | 3.16% | −450−1.6% | Reduced |
| Cohen Klingenstein LLC | 27,700 | $16.2M | 0.56% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 27,726 | $16.2M | 0.14% | −170,944−86.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 27,918 | $16.3M | 8.68% | −665−2.3% | Reduced |
| Carlson Capital Management | 27,939 | $16.3M | 0.69% | −378−1.3% | Reduced |
| S&CO Inc | 28,037 | $16.4M | 1.07% | −1,195−4.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 28,260 | $16.5M | 1.48% | +280+1.0% | Added |
| Dakota Wealth Management | 28,347 | $16.6M | 0.37% | +833+3.0% | Added |
| Middleton & Co Inc | 28,617 | $16.7M | 1.85% | −89−0.3% | Reduced |
| Moran Wealth Management, LLC | 28,717 | $16.8M | 0.52% | −454−1.6% | Reduced |
| Coronation Fund Managers Ltd. | 28,768 | $16.8M | 0.93% | −17,468−37.8% | Reduced |
| Overbrook Management Corp | 28,832 | $16.9M | 3.87% | −951−3.2% | Reduced |
| Cyndeo Wealth Partners, LLC | 28,842 | $16.9M | 1.18% | +2,957+11.4% | Added |
| Bryn Mawr Trust Co | 28,886 | $16.9M | 0.30% | +19,566+209.9% | Added |
| Venturi Wealth Management, LLC | 28,983 | $16.9M | 0.89% | +2,138+8.0% | Added |
| Tower Bridge Advisors | 29,023 | $17.0M | 1.76% | −170−0.6% | Reduced |
| Columbus Hill Capital Management, L.P. | 29,041 | $17.0M | 3.47% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 29,097 | $17.0M | 0.31% | −1,345−4.4% | Reduced |
| Alaska Permanent Fund Corp | 29,174 | $17.1M | 0.25% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 30,726 | $17.1M | 1.36% | −83−0.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 29,267 | $17.1M | 0.40% | −23−0.1% | Reduced |
| King Wealth | 29,282 | $17.1M | 2.67% | +54+0.2% | Added |
| Governors Lane LP | 29,300 | $17.1M | 2.68% | +4,300+17.2% | Added |
| Apollon Wealth Management, LLC | 29,710 | $17.4M | 0.49% | −2,330−7.3% | Reduced |
| Bright Rock Capital Management, LLC | 30,000 | $17.5M | 3.53% | 00.0% | Unchanged |
| Meritage Group LP | 30,000 | $17.5M | 0.41% | +30,000 | New |
| Shelton Capital Management | 30,018 | $17.6M | 0.45% | −4,959−14.2% | Reduced |
| CCM Investment Advisers LLC | 30,058 | $17.6M | 1.96% | −191−0.6% | Reduced |
| Capital International Sarl | 30,169 | $17.6M | 0.45% | +5,875+24.2% | Added |
| Segment Wealth Management, LLC | 30,199 | $17.7M | 1.21% | +39+0.1% | Added |
| DuPont Capital Management Corp | 30,213 | $17.7M | 1.47% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 30,233 | $17.7M | 0.20% | −3,995−11.7% | Reduced |
| Edgar Lomax Co | 30,345 | $17.7M | 1.08% | −500−1.6% | Reduced |
| Howe & Rusling Inc | 30,401 | $17.8M | 1.53% | −31−0.1% | Reduced |
| Equitable Holdings, Inc. | 30,443 | $17.8M | 0.17% | +4,763+18.5% | Added |
| Marks Group Wealth Management, Inc | 30,506 | $17.8M | 1.70% | −108−0.4% | Reduced |
| Investment Management Corp of Ontario | 30,521 | $17.8M | 0.40% | +9,900+48.0% | Added |
| Park Avenue Securities LLC | 30,622 | $17.9M | 0.20% | −2,981−8.9% | Reduced |
| YHB Investment Advisors, Inc. | 30,824 | $18.0M | 1.49% | +203+0.7% | Added |
| Axxcess Wealth Management, LLC | 30,955 | $18.1M | 0.46% | +138+0.4% | Added |
| First Foundation Advisors | 30,962 | $18.1M | 0.68% | −4,231−12.0% | Reduced |
| Meridian Wealth Management, LLC | 31,162 | $18.2M | 0.90% | +3,603+13.1% | Added |
| Stonebridge Capital Advisors LLC | 31,265 | $18.3M | 1.49% | −365−1.2% | Reduced |
| HighPoint Advisor Group LLC | 31,482 | $18.4M | 1.07% | −175−0.6% | Reduced |
| Petredis Investment Advisors LLC | 31,517 | $18.4M | 1.96% | +97+0.3% | Added |
| Jefferies Financial Group Inc. | 31,670 | $18.5M | 0.30% | −20,072−38.8% | Reduced |
| Adell Harriman & Carpenter Inc | 31,689 | $18.5M | 1.35% | +137+0.4% | Added |
| Chesley Taft & Associates LLC | 31,871 | $18.6M | 0.89% | −48−0.2% | Reduced |
| Sawgrass Asset Management LLC | 32,012 | $18.7M | 1.95% | −7,273−18.5% | Reduced |
| Empowered Funds, LLC | 32,097 | $18.8M | 0.30% | +1,229+4.0% | Added |
| Empirical Finance, LLC | 32,223 | $18.8M | 1.10% | +692+2.2% | Added |
| Raub Brock Capital Management LP | 32,236 | $18.8M | 3.83% | −501−1.5% | Reduced |
| Magnetar Financial LLC | 32,239 | $18.8M | 0.41% | −127,000−79.8% | Reduced |
| Bragg Financial Advisors, Inc | 32,294 | $18.9M | 0.78% | −246−0.8% | Reduced |
| Washington Trust Bank | 32,331 | $18.9M | 1.81% | −1,058−3.2% | Reduced |
| Univest Financial Corp | 32,362 | $18.9M | 1.25% | +23,797+277.8% | Added |
| Adams Diversified Equity Fund, Inc. | 32,400 | $18.9M | 0.70% | −2,500−7.2% | Reduced |
| GAM Holding AG | 32,775 | $19.2M | 1.53% | +5,537+20.3% | Added |
| Level Four Advisory Services, LLC | 34,151 | $19.3M | 0.81% | −496−1.4% | Reduced |
| MUFG Securities EMEA plc | 33,000 | $19.3M | 0.79% | +10.0% | Added |
| Hamilton Capital Partners Inc. | 33,030 | $19.3M | 1.67% | −991−2.9% | Reduced |
| Argent Trust Co | 33,214 | $19.4M | 0.80% | −469−1.4% | Reduced |
| Hutchinson Capital Management | 33,330 | $19.5M | 3.69% | −351−1.0% | Reduced |
| Westpac Banking Corp | 33,387 | $19.5M | 1.31% | +1,537+4.8% | Added |
| Abn Amro Investment Solutions | 33,601 | $19.6M | 0.34% | −234−0.7% | Reduced |
| Compagnie Lombard Odier SCmA | 33,809 | $19.8M | 0.31% | +4,005+13.4% | Added |
| Baader Bank INC | 34,133 | $19.8M | 1.67% | +3,827+12.6% | Added |
| Gluskin Sheff & Assoc Inc | 33,450 | $19.8M | 2.32% | −6,449−16.2% | Reduced |