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 |
|---|---|---|---|---|---|
| SJS Investment Consulting Inc. | 657 | $384.1K | 0.07% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 657 | $384.2K | 0.19% | +155+30.9% | Added |
| Independent Family Office, LLC | 655 | $384.7K | 0.19% | +155+31.0% | Added |
| TCFG Wealth Management, LLC | 659 | $385.4K | 0.19% | +659 | New |
| Disciplined Equity Management, Inc. | 660 | $385.9K | 0.24% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 660 | $385.9K | 0.15% | 00.0% | Unchanged |
| Lakeshore Financial Planning, Inc. | 660 | $386.2K | 0.17% | +38+6.1% | Added |
| Caitlin John, LLC | 638 | $386.5K | 0.25% | −902−58.6% | Reduced |
| Syverson Strege & Co | 662 | $387.0K | 0.13% | −609−47.9% | Reduced |
| O'Brien Greene & Co. Inc | 662 | $387.1K | 0.12% | −68−9.3% | Reduced |
| Aufman Associates Inc | 662 | $387.3K | 0.25% | +30+4.7% | Added |
| Yeomans Consulting Group, Inc. | 664 | $388.2K | 0.15% | +5+0.8% | Added |
| Dentgroup LLC | 666 | $389.5K | 0.29% | −13−1.9% | Reduced |
| IMZ Advisory Inc | 659 | $389.8K | 0.18% | +57+9.5% | Added |
| Zimmermann Investment Management & Planning LLC | 667 | $390.0K | 0.12% | −153−18.7% | Reduced |
| Zhang Financial LLC | 667 | $390.1K | 0.02% | +102+18.1% | Added |
| Southeast Asset Advisors Inc. | 669 | $391.0K | 0.04% | +1+0.1% | Added |
| Talisman Wealth Advisors LLC | 672 | $391.1K | 0.41% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 670 | $391.4K | 0.17% | −22−3.2% | Reduced |
| Cottonwood Capital Advisors, LLC | 670 | $391.7K | 0.29% | −18−2.6% | Reduced |
| Charles Schwab Trust Co | 672 | $392.8K | 0.03% | −498−42.6% | Reduced |
| Williams & Novak, LLC | 672 | $392.9K | 0.37% | 00.0% | Unchanged |
| Newton One Investments LLC | 674 | $393.9K | 0.16% | +3+0.4% | Added |
| Flaharty Asset Management, LLC | 674 | $394.1K | 0.06% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 674 | $394.1K | 0.02% | +8+1.2% | Added |
| Brass Tax Wealth Management, Inc | 674 | $394.2K | 0.08% | +1+0.1% | Added |
| Indie Asset Partners, LLC | 676 | $395.4K | 0.30% | +1+0.1% | Added |
| Sax Wealth Advisors, LLC | 677 | $396.1K | 0.04% | +225+49.8% | Added |
| Baxter Bros Inc | 678 | $396.4K | 0.05% | −400−37.1% | Reduced |
| TFC Financial Management | 679 | $397.2K | 0.06% | +51+8.1% | Added |
| Sustainable Insight Capital Management, LLC | 681 | $398.2K | 0.18% | −100−12.8% | Reduced |
| Milestone Asset Management, LLC | 681 | $398.3K | 0.09% | −8,742−92.8% | Reduced |
| New World Advisors LLC | 683 | $399.3K | 0.10% | −36−5.0% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 684 | $399.9K | 0.03% | −235−25.6% | Reduced |
| CWS Financial Advisors, LLC | 684 | $399.9K | 0.14% | 00.0% | Unchanged |
| Emergent Wealth Advisors, LLC | 684 | $400.0K | 0.30% | −43−5.9% | Reduced |
| Seldon Capital LP | 687 | $401.7K | 0.23% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 688 | $402.0K | 0.31% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 688 | $402.3K | 0.20% | −11−1.6% | Reduced |
| Orion Capital Management LLC | 689 | $402.8K | 0.20% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 690 | $403.1K | 0.13% | +8+1.2% | Added |
| Forza Wealth Management, LLC | 690 | $403.4K | 0.18% | +145+26.6% | Added |
| Verde Capital Management | 694 | $405.6K | 0.12% | −110−13.7% | Reduced |
| Index Fund Advisors, Inc. | 697 | $407.5K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 695 | $408.0K | 0.19% | −10−1.4% | Reduced |
| AlphaStar Capital Management, LLC | 698 | $408.3K | 0.03% | +22+3.3% | Added |
| Parus Finance (UK) Ltd | 699 | $408.7K | 0.13% | +699 | New |
| Financial Planning & Information Services, Inc. | 699 | $408.8K | 0.06% | −39−5.3% | Reduced |
| Lafayette Investments, Inc. | 700 | $409.3K | 0.09% | −225−24.3% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 700 | $409.3K | 0.33% | −35−4.8% | Reduced |
| Gibraltar Capital Management, Inc. | 700 | $409.3K | 0.18% | +700 | New |
| Fortem Financial Group, LLC | 701 | $410.0K | 0.17% | +12+1.7% | Added |
| Gemmer Asset Management LLC | 702 | $410.4K | 0.04% | +10+1.4% | Added |
| Hobbs Group Advisors, LLC | 705 | $412.4K | 0.15% | +57+8.8% | Added |
| Westmount Partners, LLC | 706 | $412.8K | 0.12% | −17−2.4% | Reduced |
| Brown Capital Management LLC | 706 | $412.8K | 0.01% | −16−2.2% | Reduced |
| Avaii Wealth Management, LLC | 706 | $412.9K | 0.21% | −59−7.7% | Reduced |
| Laffer Tengler Investments | 707 | $413.4K | 0.08% | −25−3.4% | Reduced |
| Bath Savings Trust Co | 709 | $414.5K | 0.04% | −2−0.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 710 | $415.1K | 0.03% | −632−47.1% | Reduced |
| Merriman Wealth Management, LLC | 710 | $415.4K | 0.02% | +5+0.7% | Added |
| Gallagher Fiduciary Advisors, LLC | 717 | $419.0K | 0.08% | −144−16.7% | Reduced |
| American Financial Advisors, LLC | 717 | $419.2K | 0.06% | −10−1.4% | Reduced |
| Citizens & Northern Corp | 719 | $420.4K | 0.13% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 721 | $421.6K | 0.03% | −24,327−97.1% | Reduced |
| Paragon Capital Management LLC | 721 | $421.6K | 0.22% | +20+2.9% | Added |
| Signet Financial Management, LLC | 722 | $421.9K | 0.05% | +1+0.1% | Added |
| Narus Financial Partners, LLC | 722 | $422.1K | 0.15% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 742 | $422.4K | 0.06% | −1−0.1% | Reduced |
| New England Research & Management, Inc. | 723 | $423.0K | 0.20% | −5,037−87.4% | Reduced |
| Marino, Stram & Associates LLC | 726 | $424.4K | 0.09% | +8+1.1% | Added |
| BlueSky Wealth Advisors, LLC | 728 | $425.6K | 0.07% | 00.0% | Unchanged |
| Worth Financial Advisory Group, LLC | 728 | $425.8K | 0.25% | −8−1.1% | Reduced |
| First United Bank Trust | 730 | $426.8K | 0.15% | −135−15.6% | Reduced |
| Investmark Advisory Group LLC | 731 | $427.5K | 0.21% | +14+2.0% | Added |
| Baker Ellis Asset Management LLC | 734 | $429.2K | 0.06% | +50+7.3% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 735 | $429.7K | 0.08% | +50+7.3% | Added |
| Biltmore Family Office, LLC | 735 | $429.7K | 0.07% | +178+32.0% | Added |
| Forefront Analytics, LLC | 733 | $430.8K | 0.20% | −144−16.4% | Reduced |
| Arbor Investment Advisors, LLC | 738 | $431.5K | 0.06% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 713 | $431.7K | 0.24% | −85−10.7% | Reduced |
| Element Wealth, LLC | 738 | $431.7K | 0.23% | −1−0.1% | Reduced |
| Brogan Financial, Inc. | 739 | $432.1K | 0.25% | +25+3.5% | Added |
| Lansing Street Advisors | 739 | $432.3K | 0.16% | +24+3.4% | Added |
| Boston Research & Management Inc | 740 | $432.7K | 0.10% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 740 | $432.7K | 0.18% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 743 | $434.4K | 0.13% | −31−4.0% | Reduced |
| Ritter Daniher Financial Advisory LLC | 743 | $434.4K | 0.13% | 00.0% | Unchanged |
| RTD Financial Advisors, Inc. | 744 | $435.0K | 0.06% | +45+6.4% | Added |
| GSG Advisors LLC | 746 | $435.3K | 0.14% | +94+14.4% | Added |
| Insight Folios Inc | 746 | $436.0K | 0.16% | −176−19.1% | Reduced |
| Creekmur Asset Management LLC | 748 | $437.2K | 0.10% | +45+6.4% | Added |
| Bangor Savings Bank | 748 | $437.5K | 0.04% | −35−4.5% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 749 | $438.2K | 0.29% | −24−3.1% | Reduced |
| Nixon Peabody Trust Co | 750 | $438.5K | 0.04% | −500−40.0% | Reduced |
| Cannon Advisors, Inc. | 754 | $438.7K | 0.36% | +754 | New |
| Gray Wealth Management Inc. | 751 | $439.1K | 0.17% | +11+1.5% | Added |
| Canandaigua National Trust Co of Florida | 754 | $440.8K | 0.38% | +754 | New |
| Northwest Wealth Management, LLC | 755 | $441.5K | 0.10% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 756 | $441.7K | 0.03% | −56−6.9% | Reduced |