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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; 3,394 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
3,477
+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
1,421 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.

Institutional holdersQ3 2024: 3,477 institutions
Q1 2021: 2,516 institutionsQ2 2021: 2,592 institutionsQ3 2021: 2,573 institutionsQ4 2021: 2,909 institutionsQ1 2022: 2,966 institutionsQ2 2022: 2,965 institutionsQ3 2022: 2,999 institutionsQ4 2022: 3,160 institutionsQ1 2023: 3,115 institutionsQ2 2023: 3,137 institutionsQ3 2023: 3,145 institutionsQ4 2023: 3,422 institutionsQ1 2024: 3,385 institutionsQ2 2024: 3,407 institutionsQ3 2024: 3,477 institutionsQ4 2024: 3,685 institutionsQ1 2025: 3,614 institutionsQ2 2025: 3,186 institutionsQ3 2025: 3,169 institutionsQ4 2025: 3,312 institutionsQ1 2026: 3,055 institutionsQ2 2026: 3,394 institutions
Value heldQ3 2024: $474.6B
Q1 2021: $307.3BQ2 2021: $330.1BQ3 2021: $321.7BQ4 2021: $413.9BQ1 2022: $418.3BQ2 2022: $422.0BQ3 2022: $413.5BQ4 2022: $434.2BQ1 2023: $383.6BQ2 2023: $388.4BQ3 2023: $407.5BQ4 2023: $428.0BQ1 2024: $398.9BQ2 2024: $411.9BQ3 2024: $474.6BQ4 2024: $409.5BQ1 2025: $424.3BQ2 2025: $241.1BQ3 2025: $253.5BQ4 2025: $248.2BQ1 2026: $202.4BQ2 2026: $325.1B
Institutions holding UNH and their total value by quarter
QuarterHoldersValue
Q2 20263,394$325.1B
Q1 20263,055$202.4B
Q4 20253,312$248.2B
Q3 20253,169$253.5B
Q2 20253,186$241.1B
Q1 20253,614$424.3B
Q4 20243,685$409.5B
Q3 20243,477$474.6B
Q2 20243,407$411.9B
Q1 20243,385$398.9B
Q4 20233,422$428.0B
Q3 20233,145$407.5B
Q2 20233,137$388.4B
Q1 20233,115$383.6B
Q4 20223,160$434.2B
Q3 20222,999$413.5B
Q2 20222,965$422.0B
Q1 20222,966$418.3B
Q4 20212,909$413.9B
Q3 20212,573$321.7B
Q2 20212,592$330.1B
Q1 20212,516$307.3B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q2 2024.

Institutions holding UNH in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Gilman Hill Asset Management, LLC367$214.6K0.04%+367New
Morton Capital Management LLC368$215.0K0.04%+368New
Beirne Wealth Consulting Services, LLC371$216.9K0.08%+371New
Crestmont Private Wealth LLC371$216.9K0.09%+371New
Harbor Advisory Corp372$217.5K0.07%+372New
Keener Financial Planning LLC373$218.0K0.14%00.0%Unchanged
Nottingham Advisors, Inc.373$218.1K0.02%−20−5.1%Reduced
First Community Trust NA373$218.1K0.18%−15−3.9%Reduced
Ground Swell Capital, LLC373$218.1K0.31%+373New
Edge Wealth Management LLC374$218.7K0.04%−393−51.2%Reduced
Investment Management Associates Inc375$219.3K0.09%+375New
Cornerstone Management, Inc.375$219.3K0.05%+375New
Tarbox Family Office, Inc.375$219.3K0.04%+375New
Kearns & Associates LLC375$219.3K0.14%+375New
Howard Financial Services, Ltd.375$219.3K0.03%+375New
Revisor Wealth Management LLC376$219.8K0.14%+376New
Founders Capital Management376$219.9K0.13%+11+3.0%Added
Kapstone Financial Advisors LLC378$219.9K0.13%+378New
Cantor Fitzgerald Investment Adviser L.P.376$220.0K0.01%+376New
Hara Capital LLC377$220.4K0.14%+377New
Barton Investment Management377$220.6K0.03%+377New
Wells Trecaso Financial Group, LLC378$221.0K0.07%+378New
Midwest Professional Planners, LTD.379$221.6K0.07%−45−10.6%Reduced
LifePlan Investment Advisors, Inc.379$221.6K0.14%+379New
Palisade Capital Management LLC380$222.2K0.01%+380New
Pine Haven Investment Counsel, Inc380$222.2K0.18%+380New
Financial Management Network Inc377$222.6K0.05%−99−20.8%Reduced
Knightsbridge Asset Management, LLC381$222.6K0.05%+381New
Vance Wealth, Inc.381$222.8K0.08%+381New
Alpha Financial Advisors, LLC381$222.8K0.10%+381New
IFG Advisors, LLC382$223.3K0.05%+382New
Levin Capital Strategies, L.P.383$224.0K0.02%+383New
Northwest Investment Counselors, LLC383$224.0K0.05%+383New
Redwood Investments, LLC384$224.5K0.07%−90−19.0%Reduced
Guardian Asset Advisors, LLC384$224.5K0.15%+384New
Awm Capital, LLC384$224.7K0.03%+384New
Pin Oak Investment Advisors Inc386$225.0K0.20%00.0%Unchanged
Aspire Capital Advisors LLC386$225.5K0.07%+386New
Petra Financial Advisors Inc386$225.7K0.15%+386New
Almanack Investment Partners, LLC.387$226.3K0.04%+387New
Stockman Wealth Management, Inc.387$226.3K0.04%+387New
Next Level Private LLC387$226.3K0.09%+387New
Riversedge Advisors, LLC387$226.4K0.05%+387New
Mountain Pacific Investment Advisers Inc390$227.8K0.02%+390New
Adamsbrown Wealth Consultants LLC390$228.1K0.08%+390New
Morris Financial Concepts, Inc.392$229.2K0.10%+392New
Campbell Wealth Management393$230.0K0.02%+393New
Tilson Financial Group, Inc.393$230.0K0.10%+393New
NTV Asset Management LLC395$230.9K0.03%00.0%Unchanged
Lakeridge Wealth Management LLC396$231.5K0.13%+396New
Jackson Thornton Asset Management, LLC396$231.5K0.03%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC397$232.1K0.17%−816−67.3%Reduced
Golden Road Advisors LLC397$232.1K0.18%−231−36.8%Reduced
Leslie Global Wealth, LLC397$232.1K0.11%+397New
Acorn Wealth Advisors, LLC397$232.3K0.10%+1+0.3%Added
Safeguard Financial, LLC398$232.7K0.05%+398New
Harbor Group, Inc.399$233.4K0.05%00.0%Unchanged
Hutner Capital Management Inc400$233.9K0.12%−12−2.9%Reduced
Colton Groome Financial Advisors, LLC400$233.9K0.09%00.0%Unchanged
Ascension Capital Advisors, Inc.400$233.9K0.11%+400New
Hill Island Financial LLC401$234.4K0.07%+401New
Mirabella Financial Services LLP403$235.4K0.01%+403New
GFG Capital, LLC610$235.5K0.10%−450−42.5%Reduced
Davidson Trust Co403$235.6K0.12%00.0%Unchanged
O'Keefe Stevens Advisory, Inc.404$236.2K0.07%+4+1.0%Added
Roof Eidam & Maycock405$236.8K0.06%−75−15.6%Reduced
Trademark Financial Management, LLC405$236.8K0.19%−17−4.0%Reduced
Rareview Capital LLC406$237.1K0.18%00.0%Unchanged
Foguth Wealth Management, LLC.408$237.2K0.09%+408New
Prospect Financial Services LLC406$237.4K0.15%+406New
Thrive Capital Management, LLC406$237.6K0.11%−11−2.6%Reduced
Foundation Wealth Management, LLC408$238.5K0.18%00.0%Unchanged
Fountainhead AM, LLC408$238.7K0.05%−22−5.1%Reduced
Financial Advisory Corp408$239.0K0.09%+408New
GEM Asset Management, LLC410$239.3K0.14%−24−5.5%Reduced
Hamilton Point Investment Advisors, LLC412$240.7K0.04%00.0%Unchanged
Capital Planning LLC412$240.9K0.07%+412New
Evolution Wealth Advisors, LLC413$241.1K0.04%+413New
Integrity Wealth Solutions LLC413$241.2K0.14%+15+3.8%Added
Basepoint Wealth LLC413$241.2K0.18%+413New
Forthright Family Wealth Advisory LLC441$242.4K0.16%−131−22.9%Reduced
Northeast Investment Management415$242.6K0.01%−120−22.4%Reduced
KWMG, LLC416$243.2K0.02%−92−18.1%Reduced
Center For Asset Management LLC417$243.8K0.15%+24+6.1%Added
Tanager Wealth Management LLP417$243.8K0.03%+417New
Dunhill Financial, LLC418$244.1K0.13%+65+18.4%Added
Summit Asset Management, LLC418$244.4K0.05%00.0%Unchanged
Powers Advisory Group, LLC418$244.5K0.12%+19+4.8%Added
Bennett Associates Wealth Management419$245.0K0.20%+20+5.0%Added
Hanson & Doremus Investment Management419$245.0K0.04%−40−8.7%Reduced
Kaizen Financial Strategies419$245.1K0.14%+419New
Oliver Luxxe Assets LLC420$245.6K0.04%−88−17.3%Reduced
Infrastructure Capital Advisors, LLC421$246.2K0.03%−639−60.3%Reduced
Partners in Financial Planning421$246.2K0.05%00.0%Unchanged
Wiser Wealth Management, Inc421$246.2K0.07%+421New
Synergy Financial Group, LTD421$246.2K0.23%+421New
Twin Focus Capital Partners, LLC422$246.7K0.04%−225−34.8%Reduced
Advisory Resource Group423$247.3K0.05%00.0%Unchanged
Financial Avengers, Inc.423$247.6K0.12%+10+2.4%Added
TPG Financial Advisors, LLC424$247.9K0.11%+8+1.9%Added