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
- 3,477
- +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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,395 | $325.1B |
| Q1 2026 | 3,055 | $202.4B |
| Q4 2025 | 3,312 | $248.2B |
| Q3 2025 | 3,169 | $253.5B |
| Q2 2025 | 3,186 | $241.1B |
| Q1 2025 | 3,614 | $424.3B |
| Q4 2024 | 3,685 | $409.5B |
| Q3 2024 | 3,477 | $474.6B |
| Q2 2024 | 3,407 | $411.9B |
| Q1 2024 | 3,385 | $398.9B |
| Q4 2023 | 3,422 | $428.0B |
| Q3 2023 | 3,145 | $407.5B |
| Q2 2023 | 3,137 | $388.4B |
| Q1 2023 | 3,115 | $383.6B |
| Q4 2022 | 3,160 | $434.2B |
| Q3 2022 | 2,999 | $413.5B |
| Q2 2022 | 2,965 | $422.0B |
| Q1 2022 | 2,966 | $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 |
|---|---|---|---|---|---|
| Betterment LLC | 425 | $248.0K | 0.00% | +425 | New |
| Prio Wealth Limited Partnership | 426 | $249.1K | 0.01% | +426 | New |
| Jacobs & Co | 429 | $250.0K | 0.02% | +429 | New |
| TriaGen Wealth Management LLC | 428 | $250.2K | 0.08% | 00.0% | Unchanged |
| Power Wealth Management LLC | 428 | $250.3K | 0.11% | +428 | New |
| Harvest Investment Services, LLC | 429 | $250.8K | 0.08% | +429 | New |
| KFA Private Wealth Group, LLC | 430 | $251.2K | 0.12% | +430 | New |
| Quartz Partners, LLC | 432 | $252.6K | 0.16% | +432 | New |
| Wade Financial Advisory, Inc | 433 | $253.2K | 0.09% | −9−2.0% | Reduced |
| Cora Capital Advisors LLC | 433 | $253.2K | 0.12% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 433 | $253.2K | 0.01% | +15+3.6% | Added |
| Financial Freedom, LLC | 434 | $253.6K | 0.13% | +1+0.2% | Added |
| Fortis Capital Advisors, LLC | 434 | $253.8K | 0.08% | +19+4.6% | Added |
| Shakespeare Wealth Management, Inc. | 435 | $254.3K | 0.07% | +30+7.4% | Added |
| Wealthquest Corp | 436 | $254.3K | 0.02% | −8−1.8% | Reduced |
| Roth Financial Partners LLC | 435 | $254.3K | 0.10% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 435 | $254.3K | 0.17% | +61+16.3% | Added |
| Strategic Financial Concepts, LLC | 437 | $255.6K | 0.08% | −231,582−99.8% | Reduced |
| Muirfield Wealth Advisors LLC | 437 | $255.7K | 0.22% | +437 | New |
| 25 LLC | 438 | $256.1K | 0.11% | +22+5.3% | Added |
| WBH Advisory Inc | 438 | $256.3K | 0.02% | 00.0% | Unchanged |
| Verition Fund Management LLC | 439 | $256.7K | 0.00% | −13,514−96.9% | Reduced |
| Academy Capital Management Inc | 441 | $257.8K | 0.04% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 441 | $257.9K | 0.06% | +441 | New |
| Pure Portfolios Holdings LLC | 444 | $259.4K | 0.10% | +444 | New |
| Old Second National Bank of Aurora | 444 | $259.6K | 0.06% | −4−0.9% | Reduced |
| New Perspectives, Inc | 444 | $259.6K | 0.14% | +444 | New |
| Pacific Center for Financial Services | 445 | $260.2K | 0.07% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 447 | $261.4K | 0.05% | +2+0.4% | Added |
| HWG Holdings LP | 448 | $261.9K | 0.09% | +35+8.5% | Added |
| TSFG, LLC | 449 | $262.0K | 0.06% | +63+16.3% | Added |
| Apollon Financial, LLC | 449 | $262.6K | 0.08% | +449 | New |
| RAM Investment Partners, LLC | 450 | $263.1K | 0.07% | +24+5.6% | Added |
| Reliant Investment Management, LLC | 450 | $263.1K | 0.12% | −11,062−96.1% | Reduced |
| Purus Wealth Management, LLC | 450 | $263.1K | 0.11% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 450 | $263.1K | 0.02% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 450 | $263.2K | 0.08% | −5−1.1% | Reduced |
| Raffa Wealth Management, LLC | 451 | $263.7K | 0.06% | −32−6.6% | Reduced |
| RWM Asset Management, LLC | 451 | $263.7K | 0.05% | −17−3.6% | Reduced |
| Country Trust Bank | 451 | $263.7K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 452 | $264.1K | 0.04% | +175+63.2% | Added |
| Intelligence Driven Advisers, LLC | 452 | $264.3K | 0.04% | +452 | New |
| Triton Wealth Management, PLLC | 453 | $264.4K | 0.15% | +1+0.2% | Added |
| MGO Private Wealth, LLC | 453 | $264.9K | 0.19% | −184−28.9% | Reduced |
| Weaver Consulting Group | 454 | $265.4K | 0.08% | −42−8.5% | Reduced |
| Aberdeen Wealth Management LLC | 455 | $266.0K | 0.17% | −680−59.9% | Reduced |
| Exeter Financial, LLC | 455 | $266.3K | 0.12% | −14−3.0% | Reduced |
| Massachusetts Wealth Management | 457 | $267.2K | 0.17% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 457 | $267.2K | 0.12% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 459 | $268.4K | 0.11% | +155+51.0% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 459 | $268.6K | 0.06% | +459 | New |
| Phocas Financial Corp. | 460 | $269.0K | 0.04% | 00.0% | Unchanged |
| Caxton Associates LP | 460 | $269.0K | 0.01% | +460 | New |
| MN Wealth Advisors, LLC | 460 | $269.1K | 0.15% | −84−15.4% | Reduced |
| WFA of San Diego, LLC | 461 | $269.5K | 0.23% | −10−2.1% | Reduced |
| Barr E S & Co | 462 | $269.9K | 0.02% | +31+7.2% | Added |
| LCNB Corp | 462 | $270.1K | 0.10% | −10−2.1% | Reduced |
| Gray Private Wealth, LLC | 462 | $270.2K | 0.16% | −9−1.9% | Reduced |
| Carroll Investors, Inc | 464 | $270.5K | 0.18% | −5−1.1% | Reduced |
| CBIZ Investment Advisory Services, LLC | 462 | $270.5K | 0.01% | +28+6.5% | Added |
| Invictus Private Wealth, LLC | 463 | $270.7K | 0.02% | −58−11.1% | Reduced |
| Provident Wealth Management, LLC | 463 | $270.7K | 0.09% | +60+14.9% | Added |
| Main Street Research LLC | 463 | $270.8K | 0.02% | +463 | New |
| Retirement Planning Co of New England, Inc. | 463 | $271.2K | 0.13% | +15+3.3% | Added |
| Briaud Financial Planning, Inc | 466 | $272.0K | 0.14% | 00.0% | Unchanged |
| Cosner Financial Group, LLC | 465 | $272.1K | 0.18% | +1+0.2% | Added |
| Scissortail Wealth Management, LLC | 6 | $272.5K | 0.07% | −415−98.6% | Reduced |
| Headinvest, LLC | 467 | $273.0K | 0.05% | −5−1.1% | Reduced |
| Private Capital Management, LLC | 468 | $273.8K | 0.03% | 00.0% | Unchanged |
| Tuttle Tactical Management | 469 | $274.2K | 1.49% | +60+14.7% | Added |
| FSC Wealth Advisors, LLC | 469 | $274.2K | 0.20% | +118+33.6% | Added |
| Foster Dykema Cabot & Partners, LLC | 469 | $274.2K | 0.02% | +424+942.2% | Added |
| Sage Private Wealth Group, LLC | 469 | $274.2K | 0.22% | −25−5.1% | Reduced |
| Redwood Financial Network Corp | 470 | $274.5K | 0.21% | −131−21.8% | Reduced |
| Gallacher Capital Management LLC | 470 | $274.6K | 0.13% | −22−4.5% | Reduced |
| Summitry LLC | 470 | $274.8K | 0.01% | +470 | New |
| Hillman Capital Management, Inc. | 471 | $275.4K | 0.09% | 00.0% | Unchanged |
| Embree Financial Group | 472 | $275.7K | 0.05% | +6+1.3% | Added |
| Semanteon Capital Management, LP | 472 | $276.0K | 0.19% | −1,990−80.8% | Reduced |
| Affinity Capital Advisors, LLC | 473 | $276.7K | 0.05% | 00.0% | Unchanged |
| Addison Advisors LLC | 480 | $280.6K | 0.08% | +55+12.9% | Added |
| Wick Capital Partners, LLC | 481 | $280.9K | 0.09% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 482 | $282.0K | 0.00% | +9+1.9% | Added |
| Cutter & CO Brokerage, Inc. | 482 | $282.1K | 0.06% | −207−30.0% | Reduced |
| Kuhn & Co Investment Counsel | 483 | $282.4K | 0.24% | −45−8.5% | Reduced |
| Vicus Capital | 483 | $282.5K | 0.02% | −1,521−75.9% | Reduced |
| Integris Wealth Management, LLC | 484 | $283.0K | 0.08% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 485 | $283.4K | 0.05% | +10+2.1% | Added |
| Foundry Partners, LLC | 485 | $283.6K | 0.01% | −30−5.8% | Reduced |
| Bell Investment Advisors, Inc | 485 | $283.6K | 0.05% | +28+6.1% | Added |
| WestHill Financial Advisors, Inc. | 485 | $283.6K | 0.06% | +51+11.8% | Added |
| Key Client Fiduciary Advisors, LLC | 485 | $283.8K | 0.13% | +60+14.1% | Added |
| LPWM LLC | 479 | $283.9K | 0.09% | 00.0% | Unchanged |
| Phillips Financial Management, LLC | 486 | $284.2K | 0.02% | +10+2.1% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 486 | $284.2K | 0.00% | +66+15.7% | Added |
| Parthenon LLC | 486 | $284.2K | 0.03% | +486 | New |
| Laurel Wealth Advisors LLC | 486 | $284.2K | 0.05% | +77+18.8% | Added |
| MB, Levis & Associates, LLC | 487 | $284.5K | 0.14% | +1+0.2% | Added |
| Accelerate Investment Advisors LLC | 488 | $285.3K | 0.28% | +488 | New |
| Financial Partners Group, Inc | 489 | $285.7K | 0.04% | −9−1.8% | Reduced |