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 |
|---|---|---|---|---|---|
| LVZ Advisors, Inc. | 568 | $331.8K | 0.04% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 568 | $332.0K | 0.15% | −90−13.7% | Reduced |
| Rooted Wealth Advisors, Inc. | 571 | $333.0K | 0.15% | +571 | New |
| Hamilton Wealth, LLC | 571 | $333.9K | 0.08% | −259−31.2% | Reduced |
| Waterway Wealth Management, LLC | 571 | $334.0K | 0.14% | +41+7.7% | Added |
| CSM Advisors, LLC | 572 | $335.0K | 0.02% | +91+18.9% | Added |
| 1858 Wealth Management, LLC | 574 | $335.6K | 0.28% | 00.0% | Unchanged |
| Wintrust Investments LLC | 576 | $336.0K | 0.25% | −4,964−89.6% | Reduced |
| Focused Wealth Management, Inc | 577 | $337.2K | 0.05% | +50+9.5% | Added |
| V2 Financial group LLC | 578 | $337.9K | 0.22% | −25−4.1% | Reduced |
| Echo45 Advisors LLC | 581 | $338.5K | 0.22% | −36−5.8% | Reduced |
| MBA Advisors LLC | 579 | $338.5K | 0.16% | −7−1.2% | Reduced |
| Cyrus J. Lawrence, LLC | 581 | $339.0K | 0.07% | −35−5.7% | Reduced |
| Clarity Wealth Advisors, LLC | 581 | $339.6K | 0.10% | +65+12.6% | Added |
| Dash Acquisitions Inc. | 602 | $339.9K | 0.08% | −43−6.7% | Reduced |
| OMNI 360 Wealth, Inc. | 581 | $340.0K | 0.23% | +36+6.6% | Added |
| Woodstock Corp | 583 | $340.9K | 0.03% | −17−2.8% | Reduced |
| Meridian Financial, LLC | 583 | $340.9K | 0.23% | 00.0% | Unchanged |
| Northstar Group, Inc. | 583 | $340.9K | 0.06% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 583 | $341.0K | 0.12% | −10−1.7% | Reduced |
| Hillsdale Investment Management Inc. | 584 | $341.5K | 0.03% | −38−6.1% | Reduced |
| Probity Advisors, Inc. | 584 | $341.5K | 0.07% | −8−1.4% | Reduced |
| Howard Capital Management Group, LLC | 584 | $341.5K | 0.02% | +584 | New |
| Curran Financial Partners, LLC | 584 | $341.5K | 0.10% | +7+1.2% | Added |
| Concentric Wealth Management, LLC | 587 | $343.2K | 0.08% | −70−10.7% | Reduced |
| Oxbow Advisors, LLC | 587 | $343.4K | 0.03% | +163+38.4% | Added |
| Promethium Advisors,llc | 588 | $343.8K | 0.24% | +588 | New |
| Halbert Hargrove Global Advisors, LLC | 588 | $343.8K | 0.02% | −58−9.0% | Reduced |
| Fort Sheridan Advisors LLC | 590 | $345.0K | 0.05% | +590 | New |
| Peak Planning Group, LLC | 591 | $345.3K | 0.15% | −22−3.6% | Reduced |
| Truvestments Capital LLC | 591 | $345.6K | 0.09% | +68+13.0% | Added |
| One Charles Private Wealth Services, LLC | 592 | $346.1K | 0.13% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 592 | $346.1K | 0.10% | +199+50.6% | Added |
| M. Kraus & Co | 593 | $346.7K | 0.10% | −52−8.1% | Reduced |
| Covestor Ltd | 594 | $347.0K | 0.22% | −60−9.2% | Reduced |
| Old Point Trust & Financial Services N A | 595 | $347.9K | 0.12% | 00.0% | Unchanged |
| Von Berge Wealth Management Group, LLC | 583 | $347.9K | 0.22% | −76−11.5% | Reduced |
| Howard Wealth Management, LLC | 595 | $348.1K | 0.20% | −5−0.8% | Reduced |
| Warther Private Wealth, LLC | 596 | $348.5K | 0.12% | −445−42.7% | Reduced |
| Heartwood Wealth Advisors LLC | 596 | $348.5K | 0.04% | −28−4.5% | Reduced |
| Rollins Financial Advisors, LLC | 597 | $348.8K | 0.06% | +70+13.3% | Added |
| Tobias Financial Advisors, Inc. | 597 | $349.1K | 0.07% | +12+2.1% | Added |
| Alpine Bank Wealth Management | 598 | $349.6K | 0.06% | +598 | New |
| Teamwork Financial Advisors, LLC | 598 | $350.0K | 0.05% | −44−6.9% | Reduced |
| Compass Ion Advisors, LLC | 601 | $351.3K | 0.04% | +32+5.6% | Added |
| Warwick Investment Management, Inc. | 602 | $352.0K | 0.08% | +71+13.4% | Added |
| Peninsula Wealth, LLC | 617 | $352.7K | 0.06% | +56+10.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 603 | $352.8K | 0.16% | +114+23.3% | Added |
| Sterling Group Wealth Management, LLC | 604 | $353.1K | 0.19% | 00.0% | Unchanged |
| Coerente Capital Management | 605 | $353.7K | 0.07% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 605 | $353.9K | 0.07% | +74+13.9% | Added |
| AlphaCore Capital LLC | 606 | $354.3K | 0.08% | +135+28.7% | Added |
| Legacy Financial Strategies, LLC | 607 | $354.8K | 0.08% | +26+4.5% | Added |
| McDaniel Terry & Co | 608 | $355.0K | 0.03% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 607 | $355.2K | 0.22% | +7+1.2% | Added |
| Kohmann Bosshard Financial Services, LLC | 608 | $355.5K | 0.04% | +8+1.3% | Added |
| Carr Financial Group Corp | 610 | $356.6K | 0.11% | +31+5.4% | Added |
| Client 1st Advisory Group, LLC | 610 | $356.7K | 0.14% | −104−14.6% | Reduced |
| Xcel Wealth Management, LLC | 610 | $356.7K | 0.10% | 00.0% | Unchanged |
| BIP Wealth, LLC | 610 | $356.7K | 0.02% | +206+51.0% | Added |
| Verity Asset Management, Inc. | 611 | $357.1K | 0.13% | +2+0.3% | Added |
| Tortoise Investment Management, LLC | 611 | $357.2K | 0.04% | +121+24.7% | Added |
| Element Pointe Advisors, LLC | 612 | $357.8K | 0.09% | 00.0% | Unchanged |
| Ariston Services Group | 613 | $358.4K | 0.31% | +130+26.9% | Added |
| Malaga Cove Capital, LLC | 615 | $359.6K | 0.14% | 00.0% | Unchanged |
| Acorn Creek Capital LLC | 616 | $360.2K | 0.19% | +154+33.3% | Added |
| Frazier Financial Advisors, LLC | 617 | $360.7K | 0.28% | −25−3.9% | Reduced |
| Vista Capital Partners, Inc. | 618 | $361.3K | 0.04% | −21−3.3% | Reduced |
| West Bancorporation Inc | 621 | $363.1K | 0.24% | +15+2.5% | Added |
| Crumly & Associates Inc. | 623 | $364.2K | 0.10% | +3+0.5% | Added |
| CJM Wealth Advisers, Ltd. | 624 | $364.8K | 0.13% | +35+5.9% | Added |
| Sittner & Nelson, LLC | 624 | $365.0K | 0.16% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 624 | $365.1K | 0.10% | +14+2.3% | Added |
| Bridge Advisory, LLC | 625 | $365.6K | 0.17% | +14+2.3% | Added |
| Blue Barn Wealth, LLC | 627 | $366.6K | 0.19% | −6−0.9% | Reduced |
| Seed Wealth Management, Inc. | 627 | $366.6K | 0.29% | 00.0% | Unchanged |
| Oldfather Financial Services, LLC | 627 | $366.6K | 0.14% | +15+2.5% | Added |
| Private Client Services, LLC | 627 | $366.9K | 0.20% | +10+1.6% | Added |
| Stephenson & Company, Inc. | 629 | $367.8K | 0.25% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 629 | $368.0K | 0.24% | −8−1.3% | Reduced |
| Francis Financial, Inc. | 630 | $368.3K | 0.10% | +42+7.1% | Added |
| Willis Johnson & Associates, Inc. | 632 | $369.7K | 0.03% | +48+8.2% | Added |
| AJ Advisors, LLC | 633 | $369.8K | 0.19% | +37+6.2% | Added |
| Alliance Wealth Advisors, LLC | 633 | $370.1K | 0.21% | +55+9.5% | Added |
| International Private Wealth Advisors LLC | 634 | $370.7K | 0.54% | +634 | New |
| McIlrath & Eck, LLC | 635 | $371.3K | 0.05% | +48+8.2% | Added |
| Rise Advisors, LLC | 639 | $373.6K | 0.18% | −58−8.3% | Reduced |
| NDVR, Inc. | 644 | $374.7K | 0.38% | −15−2.3% | Reduced |
| Kelman-Lazarov, Inc. | 642 | $375.4K | 0.06% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 644 | $376.3K | 0.10% | +6+0.9% | Added |
| Tower View Investment Management & Research LLC | 644 | $376.6K | 0.21% | −8,719−93.1% | Reduced |
| UMA Financial Services, Inc. | 679 | $377.7K | 0.07% | −30−4.2% | Reduced |
| Ironsides Asset Advisors, LLC | 646 | $377.9K | 0.11% | 00.0% | Unchanged |
| Union Savings Bank | 647 | $378.3K | 0.19% | +21+3.4% | Added |
| LBMC Investment Advisors, LLC | 647 | $378.3K | 0.03% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 648 | $379.0K | 0.03% | 00.0% | Unchanged |
| Landaas & Co | 653 | $382.0K | 0.11% | −18−2.7% | Reduced |
| Mascoma Wealth Management LLC | 654 | $382.4K | 0.10% | −52−7.4% | Reduced |
| Greatmark Investment Partners, Inc. | 655 | $383.0K | 0.05% | −10−1.5% | Reduced |
| Custos Family Office, LLC | 655 | $383.0K | 0.14% | +1+0.2% | Added |