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 |
|---|---|---|---|---|---|
| PCA Investment Advisory Services Inc. | 489 | $286.0K | 0.13% | +79+19.3% | Added |
| NorthStar Asset Management LLC | 490 | $286.3K | 0.19% | −27−5.2% | Reduced |
| Manchester Financial Inc | 491 | $287.2K | 0.06% | 00.0% | Unchanged |
| jvl associates llc | 492 | $287.7K | 0.11% | +24+5.1% | Added |
| Eaton-Cambridge Inc. | 494 | $288.8K | 0.14% | +16+3.3% | Added |
| Orgel Wealth Management, LLC | 495 | $289.4K | 0.01% | −18−3.5% | Reduced |
| Weil Company, Inc. | 495 | $289.4K | 0.09% | +495 | New |
| Rockingstone Advisors LLC | 497 | $290.6K | 0.14% | +497 | New |
| Brave Warrior Advisors, LLC | 499 | $291.8K | 0.01% | −111−18.2% | Reduced |
| Wealthcare Capital Management LLC | 499 | $291.8K | 0.03% | +5+1.0% | Added |
| WealthPLAN Partners, LLC | 499 | $291.8K | 0.04% | −24−4.6% | Reduced |
| EPG Wealth Management LLC | 499 | $291.9K | 0.07% | +499 | Added |
| BBR Partners, LLC | 500 | $292.3K | 0.02% | −193−27.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 500 | $292.3K | 0.03% | 00.0% | Unchanged |
| Samjo Management, LLC | 500 | $292.3K | 0.10% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 500 | $292.3K | 0.09% | +35+7.5% | Added |
| N.E.W. Advisory Services LLC | 501 | $293.0K | 0.03% | 00.0% | Unchanged |
| Options Solutions, LLC | 503 | $294.1K | 0.14% | +10+2.0% | Added |
| Dearborn Partners LLC | 503 | $294.1K | 0.01% | +503 | New |
| Destination Wealth Management | 504 | $294.7K | 0.01% | +504 | New |
| Wharton Business Group, LLC | 504 | $295.0K | 0.01% | 00.0% | Unchanged |
| Select Asset Management & Trust | 504 | $295.0K | 0.11% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 505 | $295.3K | 0.20% | 00.0% | Unchanged |
| Team Financial Group, LLC | 505 | $295.3K | 0.18% | −42−7.7% | Reduced |
| High Probability Advisors, LLC | 506 | $295.8K | 0.05% | −3−0.6% | Reduced |
| Carrera Capital Advisors | 506 | $296.0K | 0.07% | −26−4.9% | Reduced |
| Eagle Strategies LLC | 508 | $297.0K | 0.05% | −49−8.8% | Reduced |
| Pavion Blue Capital, LLC | 508 | $297.0K | 0.14% | −10−1.9% | Reduced |
| Willow Creek Wealth Management Inc. | 508 | $297.0K | 0.03% | +17+3.5% | Added |
| MAS Advisors LLC | 508 | $297.1K | 0.63% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 509 | $297.6K | 0.18% | −333−39.5% | Reduced |
| Dougherty Wealth Advisers LLC | 510 | $298.2K | 0.24% | −28−5.2% | Reduced |
| Curated Wealth Partners LLC | 510 | $298.2K | 0.04% | +57+12.6% | Added |
| GSB Wealth Management, LLC | 511 | $298.5K | 0.08% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 512 | $299.5K | 0.10% | +29+6.0% | Added |
| NovaPoint Capital, LLC | 514 | $300.5K | 0.09% | 00.0% | Unchanged |
| Stewardship Advisors, LLC | 515 | $301.1K | 0.08% | +515 | New |
| RW Investment Management LLC | 515 | $301.1K | 0.04% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 518 | $302.9K | 0.11% | −54−9.4% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 524 | $306.0K | 0.13% | 00.0% | Unchanged |
| SK Wealth Management, LLC | 601 | $306.3K | 0.16% | +601 | New |
| Peddock Capital Advisors, LLC | 524 | $306.4K | 0.07% | 00.0% | Unchanged |
| Sentry LLC | 525 | $307.0K | 0.06% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 526 | $307.5K | 0.24% | 00.0% | Unchanged |
| Garde Capital, Inc. | 526 | $308.0K | 0.02% | −331−38.6% | Reduced |
| Kraft Asset Management, LLC | 527 | $308.1K | 0.24% | −19−3.5% | Reduced |
| Advisor Resource Council | 527 | $308.2K | 0.14% | +527 | New |
| Intrepid Capital Management Inc | 528 | $308.7K | 0.17% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 531 | $310.0K | 0.16% | −49−8.4% | Reduced |
| Crew Capital Management, Ltd. | 531 | $310.5K | 0.25% | 00.0% | Unchanged |
| Saxony Capital Management, LLC | 534 | $312.5K | 0.29% | +4+0.8% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 535 | $312.8K | 0.12% | −1,482−73.5% | Reduced |
| Diligent Investors, LLC | 535 | $313.0K | 0.07% | −20−3.6% | Reduced |
| Oakwell Private Wealth Management, LLC | 536 | $313.4K | 0.09% | −15−2.7% | Reduced |
| United Bank | 536 | $313.4K | 0.04% | 00.0% | Unchanged |
| Sachetta, LLC | 537 | $313.6K | 0.12% | +79+17.2% | Added |
| Elevatus Welath Management | 537 | $314.0K | 0.10% | +68+14.5% | Added |
| WD Rutherford LLC | 537 | $314.0K | 0.15% | −1,098−67.2% | Reduced |
| Acima Private Wealth, LLC | 538 | $314.6K | 0.11% | 00.0% | Unchanged |
| Cypress Financial Planning LLC | 539 | $315.1K | 0.12% | +2+0.4% | Added |
| Napatree Capital LLC | 540 | $315.7K | 0.22% | +117+27.7% | Added |
| First Personal Financial Services | 540 | $315.7K | 0.07% | +10+1.9% | Added |
| Edgemoor Investment Advisors, Inc. | 541 | $316.3K | 0.03% | −85−13.6% | Reduced |
| Matrix Private Capital Group LLC | 542 | $316.9K | 0.18% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 542 | $316.9K | 0.07% | +542 | New |
| Cambridge Financial Group, LLC | 543 | $317.2K | 0.13% | 00.0% | Unchanged |
| Blue Investment Partners LLC | 545 | $318.7K | 0.13% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 545 | $318.7K | 0.00% | +545 | New |
| Lodestar Private Asset Management LLC | 545 | $318.7K | 0.04% | +3+0.6% | Added |
| Laurel Wealth Planning LLC | 545 | $319.0K | 0.21% | 00.0% | Unchanged |
| Clark Asset Management, LLC | 546 | $319.4K | 0.07% | +546 | New |
| First Citizens Financial Corp | 549 | $321.0K | 0.17% | +12+2.2% | Added |
| Magnolia Wealth Management, LLC | 550 | $321.6K | 0.23% | 00.0% | Unchanged |
| Mainsail Asset Management, LLC | 550 | $321.6K | 0.24% | 00.0% | Unchanged |
| Legacy Wealth Management, Inc | 550 | $321.6K | 0.02% | +550 | New |
| Breed's Hill Capital LLC | 551 | $322.0K | 0.26% | +26+5.0% | Added |
| Provenance Wealth Advisors, LLC | 551 | $322.2K | 0.04% | −13−2.3% | Reduced |
| Hamilton Capital, LLC | 572 | $322.9K | 0.02% | +29+5.3% | Added |
| Convergence Financial, LLC | 552 | $322.9K | 0.07% | +110+24.9% | Added |
| Barry Investment Advisors, LLC | 552 | $322.9K | 0.10% | 00.0% | Unchanged |
| Alesco Advisors LLC | 554 | $323.9K | 0.01% | +22+4.1% | Added |
| David R. Rahn & Associates Inc. | 554 | $323.9K | 0.10% | +93+20.2% | Added |
| G2 Capital Management, LLC | 555 | $324.4K | 0.10% | +2+0.4% | Added |
| Axiom Financial Strategies, LLC | 555 | $324.5K | 0.17% | +555 | New |
| Burke & Herbert Bank & Trust Co | 556 | $325.1K | 0.08% | 00.0% | Unchanged |
| Skyline Advisors, Inc. | 557 | $325.7K | 0.13% | +46+9.0% | Added |
| Keystone Wealth Services, LLC | 557 | $325.9K | 0.09% | +557 | New |
| Legacy Financial Group, Inc. | 578 | $326.3K | 0.11% | +128+28.4% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 560 | $326.6K | 0.18% | −94−14.4% | Reduced |
| Pacific Global Investment Management CO | 560 | $327.4K | 0.06% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 561 | $328.0K | 0.36% | −30−5.1% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 561 | $328.0K | 0.19% | +24+4.5% | Added |
| Accel Wealth Management | 561 | $328.1K | 0.12% | −80−12.5% | Reduced |
| Motive Wealth Advisors | 645 | $328.5K | 0.20% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 563 | $329.2K | 0.22% | +1+0.2% | Added |
| Elite Life Management LLC | 564 | $329.8K | 1.08% | +13+2.4% | Added |
| TruWealth Advisors, LLC | 564 | $329.9K | 0.02% | −51−8.3% | Reduced |
| SFE Investment Counsel | 565 | $330.3K | 0.07% | 00.0% | Unchanged |
| Sage Investment Advisers LLC | 566 | $330.9K | 0.35% | +159+39.1% | Added |
| Standard Family Office LLC | 567 | $331.5K | 0.40% | 00.0% | Unchanged |