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 |
|---|---|---|---|---|---|
| LMCG Investments, LLC | 33,952 | $19.9M | 1.19% | +1,629+5.0% | Added |
| Gabelli Funds LLC | 33,995 | $19.9M | 0.14% | −5,980−15.0% | Reduced |
| Garrison Bradford & Associates Inc | 34,024 | $19.9M | 19.72% | −6,257−15.5% | Reduced |
| German American Bancorp, Inc. | 34,115 | $19.9M | 2.11% | +2,060+6.4% | Added |
| Trajan Wealth LLC | 34,300 | $20.1M | 1.18% | −19,245−35.9% | Reduced |
| Barlow Wealth Partners, Inc. | 34,454 | $20.1M | 2.63% | +507+1.5% | Added |
| Kestra Private Wealth Services, LLC | 34,500 | $20.2M | 0.37% | +1,255+3.8% | Added |
| Terry L. Blaker | 34,518 | $20.2M | 0.77% | +325+1.0% | Added |
| Harbor Investment Advisory, LLC | 34,821 | $20.4M | 2.01% | −831−2.3% | Reduced |
| Freestone Capital Holdings, LLC | 34,894 | $20.4M | 0.71% | −652−1.8% | Reduced |
| Stillwater Capital Advisors, LLC | 34,919 | $20.4M | 2.64% | −383−1.1% | Reduced |
| Bridgeway Capital Management, LLC | 34,948 | $20.4M | 0.44% | −2,235−6.0% | Reduced |
| Coppell Advisory Solutions LLC | 35,127 | $20.4M | 3.05% | +33,739+2,430.8% | Added |
| Toroso Investments, LLC | 35,458 | $20.7M | 0.23% | +3,993+12.7% | Added |
| HealthInvest Partners AB | 35,490 | $20.8M | 9.75% | +3,810+12.0% | Added |
| Trust Co of Vermont | 35,725 | $20.9M | 1.05% | +1,779+5.2% | Added |
| Eagle Global Advisors LLC | 35,958 | $21.0M | 1.04% | −164−0.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 35,970 | $21.0M | 1.12% | +269+0.8% | Added |
| RSM US Wealth Management LLC | 36,072 | $21.0M | 0.31% | +3,263+9.9% | Added |
| Albion Financial Group | 36,007 | $21.1M | 1.46% | +697+2.0% | Added |
| Wallington Asset Management, LLC | 36,033 | $21.1M | 2.94% | +1,583+4.6% | Added |
| Foyston, Gordon, & Payne Inc | 36,189 | $21.2M | 5.28% | −3,911−9.8% | Reduced |
| Parsifal Capital Management, LP | 36,200 | $21.2M | 1.64% | +36,200 | New |
| Nicola Wealth Management Ltd. | 36,400 | $21.3M | 1.69% | +6,000+19.7% | Added |
| LGT Fund Management Co Ltd. | 35,948 | $21.3M | 2.21% | −345−1.0% | Reduced |
| Pinnacle Associates Ltd | 40,550 | $21.3M | 0.37% | +3,380+9.1% | Added |
| Modera Wealth Management, LLC | 36,537 | $21.4M | 0.27% | +257+0.7% | Added |
| Parallel Advisors, LLC | 36,638 | $21.4M | 0.51% | +1,360+3.9% | Added |
| Marco Investment Management LLC | 36,665 | $21.4M | 1.85% | +120+0.3% | Added |
| Banque Cantonale Vaudoise | 36,773 | $21.5M | 0.89% | −7,523−17.0% | Reduced |
| JLB & Associates Inc | 37,286 | $21.8M | 2.81% | −653−1.7% | Reduced |
| TCG Advisory Services, LLC | 37,378 | $21.9M | 0.96% | +1,120+3.1% | Added |
| E. Ohman J:or Asset Management AB | 37,380 | $21.9M | 0.54% | −2,500−6.3% | Reduced |
| Violich Capital Management, Inc. | 37,425 | $21.9M | 2.84% | +310+0.8% | Added |
| Atria Wealth Solutions, Inc. | 37,621 | $22.0M | 0.24% | −3,774−9.1% | Reduced |
| Appleton Partners Inc | 37,646 | $22.0M | 1.62% | −1,026−2.7% | Reduced |
| Salem Investment Counselors Inc | 37,811 | $22.1M | 0.67% | −1,780−4.5% | Reduced |
| Madison Asset Management, LLC | 37,951 | $22.2M | 0.25% | −591−1.5% | Reduced |
| Unigestion Holding SA | 38,059 | $22.2M | 1.07% | −41,121−51.9% | Reduced |
| Private Capital Advisors, Inc. | 38,075 | $22.3M | 2.44% | −417−1.1% | Reduced |
| First Financial Bankshares Inc | 38,081 | $22.3M | 0.47% | −57−0.1% | Reduced |
| Independent Advisor Alliance | 38,179 | $22.3M | 0.81% | −1,067−2.7% | Reduced |
| Cim, LLC | 38,186 | $22.3M | 3.22% | −140.0% | Reduced |
| WSFS Capital Management, LLC | 38,255 | $22.4M | 1.21% | −1,546−3.9% | Reduced |
| National Asset Management, Inc. | 38,225 | $22.5M | 0.62% | −4,115−9.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 38,756 | $22.7M | 0.86% | −117−0.3% | Reduced |
| Vinva Investment Management Ltd | 39,097 | $22.7M | 0.99% | +2,358+6.4% | Added |
| NEOS Investment Management LLC | 38,954 | $22.8M | 0.69% | +4,817+14.1% | Added |
| Congress Asset Management Co | 39,082 | $22.9M | 0.16% | −8,312−17.5% | Reduced |
| Patten & Patten Inc | 39,407 | $23.0M | 1.53% | −709−1.8% | Reduced |
| Oak Ridge Investments LLC | 39,719 | $23.2M | 2.02% | +2,669+7.2% | Added |
| Wesleyan Assurance Society | 39,825 | $23.3M | 1.84% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 39,941 | $23.3M | 0.65% | −1,520−3.7% | Reduced |
| Calamos Wealth Management LLC | 40,014 | $23.4M | 1.20% | −3,839−8.8% | Reduced |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 40,163 | $23.5M | 5.73% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 40,462 | $23.7M | 1.27% | +12,380+44.1% | Added |
| Trillium Asset Management, LLC | 40,614 | $23.7M | 0.58% | +345+0.9% | Added |
| Andra AP-fonden | 40,700 | $23.8M | 0.35% | −12,300−23.2% | Reduced |
| First National Trust Co | 40,913 | $23.9M | 0.92% | −864−2.1% | Reduced |
| Colonial Trust Advisors | 40,960 | $23.9M | 2.07% | +494+1.2% | Added |
| Great Valley Advisor Group, Inc. | 40,962 | $23.9M | 0.59% | +555+1.4% | Added |
| First Citizens Bank & Trust Co | 41,054 | $24.0M | 0.53% | −1,615−3.8% | Reduced |
| Advisors Asset Management, Inc. | 41,094 | $24.0M | 0.44% | −805−1.9% | Reduced |
| Anchor Capital Advisors LLC | 41,429 | $24.2M | 0.64% | +15,177+57.8% | Added |
| First American Bank | 41,447 | $24.2M | 1.74% | −644−1.5% | Reduced |
| Motley Fool Asset Management LLC | 41,606 | $24.3M | 1.43% | +1,449+3.6% | Added |
| ExodusPoint Capital Management, LP | 41,510 | $24.3M | 0.25% | −16,845−28.9% | Reduced |
| Pensionmark Financial Group, LLC | 41,575 | $24.3M | 0.76% | +29,324+239.4% | Added |
| Hendershot Investments Inc. | 41,575 | $24.3M | 3.30% | +315+0.8% | Added |
| River Road Asset Management, LLC | 41,665 | $24.4M | 0.32% | −54,666−56.7% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 41,705 | $24.4M | 0.55% | +1,341+3.3% | Added |
| Phoenix Holdings Ltd. | 41,699 | $24.4M | 0.36% | −1,283−3.0% | Reduced |
| Annex Advisory Services, LLC | 41,955 | $24.5M | 0.78% | +1,110+2.7% | Added |
| BSN Capital Partners Ltd | 48,520 | $24.7M | 4.86% | +48,520 | New |
| Trust Co of Virginia | 42,417 | $24.8M | 2.22% | −928−2.1% | Reduced |
| Stephens Inc | 42,446 | $24.8M | 0.35% | +525+1.3% | Added |
| Pittenger & Anderson Inc | 42,498 | $24.8M | 0.93% | +628+1.5% | Added |
| Copeland Capital Management, LLC | 42,826 | $25.0M | 0.44% | −1,739−3.9% | Reduced |
| Narwhal Capital Management | 42,848 | $25.1M | 2.25% | −2,807−6.1% | Reduced |
| Burney Co | 42,955 | $25.1M | 0.89% | −920−2.1% | Reduced |
| Citizens Financial Group Inc | 43,036 | $25.2M | 0.51% | +2,600+6.4% | Added |
| Choate Investment Advisors | 43,202 | $25.3M | 0.64% | +9,792+29.3% | Added |
| Callahan Advisors, LLC | 43,569 | $25.5M | 2.48% | −555−1.3% | Reduced |
| Diversified Trust Co | 43,587 | $25.5M | 0.64% | +1,172+2.8% | Added |
| Dana Investment Advisors, Inc. | 43,785 | $25.6M | 0.85% | −2,730−5.9% | Reduced |
| Generate Investment Management Ltd | 43,918 | $25.7M | 1.72% | −22,820−34.2% | Reduced |
| Arnhold LLC | 43,996 | $25.7M | 2.50% | −87−0.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 44,359 | $25.9M | 0.67% | +141+0.3% | Added |
| D.A. Davidson & Co. | 44,488 | $26.0M | 0.21% | +1,064+2.5% | Added |
| Benjamin Edwards Inc | 44,547 | $26.1M | 0.38% | +41,308+1,275.3% | Added |
| Dorsey & Whitney Trust CO LLC | 44,985 | $26.3M | 1.40% | +4,218+10.3% | Added |
| New Mexico Educational Retirement Board | 45,020 | $26.3M | 0.89% | −1,600−3.4% | Reduced |
| Centiva Capital, LP | 45,174 | $26.4M | 1.20% | +40,404+847.0% | Added |
| Clearstead Advisors, LLC | 45,932 | $26.9M | 0.42% | +3,225+7.6% | Added |
| Braun Stacey Associates Inc | 45,941 | $26.9M | 1.02% | +2,599+6.0% | Added |
| Novare Capital Management LLC | 46,237 | $27.0M | 2.29% | −160.0% | Reduced |
| Focus Financial Network, Inc. | 46,434 | $27.1M | 1.11% | −1,420−3.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 46,690 | $27.3M | 0.06% | −8,567−15.5% | Reduced |
| NewEdge Wealth, LLC | 47,137 | $27.6M | 0.50% | +9,638+25.7% | Added |
| Lockheed Martin Investment Management Co | 47,260 | $27.6M | 1.28% | +7,460+18.7% | Added |