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 |
|---|---|---|---|---|---|
| Bernardo Wealth Planning LLC | 783 | $443.0K | 0.11% | +4+0.5% | Added |
| Michael S. Ryan, Inc. | 759 | $443.8K | 0.31% | −47−5.8% | Reduced |
| McAdam, LLC | 759 | $443.9K | 0.02% | +154+25.5% | Added |
| Alpine Woods Capital Investors, LLC | 710 | $443.9K | 0.08% | 00.0% | Unchanged |
| Red Lighthouse Investment Management, LLC | 761 | $444.9K | 0.17% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 762 | $445.5K | 0.26% | 00.0% | Unchanged |
| CapWealth Advisors, LLC | 763 | $446.1K | 0.05% | +229+42.9% | Added |
| LWM Advisory Services, LLC | 764 | $446.7K | 0.33% | +764 | New |
| Atwood & Palmer Inc | 765 | $447.3K | 0.03% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 769 | $449.6K | 0.21% | −10−1.3% | Reduced |
| Garrison Asset Management, LLC | 771 | $450.8K | 0.23% | 00.0% | Unchanged |
| Continuum Wealth Advisors, LLC | 772 | $451.4K | 0.24% | 00.0% | Unchanged |
| Balentine LLC | 774 | $452.5K | 0.02% | 00.0% | Unchanged |
| Private Capital Management LLC | 776 | $453.7K | 0.08% | −205−20.9% | Reduced |
| Octavia Wealth Advisors, LLC | 776 | $453.7K | 0.06% | −54−6.5% | Reduced |
| ORG Wealth Partners, LLC | 776 | $454.1K | 0.15% | +776 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 778 | $454.9K | 0.03% | +778 | New |
| Family Management Corp | 779 | $455.5K | 0.08% | −29−3.6% | Reduced |
| Regatta Capital Group, LLC | 782 | $457.0K | 0.09% | −50−6.0% | Reduced |
| Kinloch Capital, LLC | 783 | $457.8K | 0.22% | +9+1.2% | Added |
| Global Strategic Investment Solutions, LLC | 783 | $458.0K | 0.05% | +32+4.3% | Added |
| Grassi Investment Management | 785 | $459.0K | 0.04% | −100−11.3% | Reduced |
| Wendell David Associates Inc | 787 | $460.0K | 0.04% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 787 | $460.1K | 0.31% | −23−2.8% | Reduced |
| Jackson Wealth Management, LLC | 788 | $461.0K | 0.06% | +139+21.4% | Added |
| Verus Capital Partners, LLC | 790 | $461.9K | 0.05% | −96−10.8% | Reduced |
| Staley Capital Advisers Inc | 790 | $461.9K | 0.02% | −149−15.9% | Reduced |
| BlueChip Wealth Advisors LLC | 792 | $463.3K | 0.24% | +46+6.2% | Added |
| Clark Financial Services Group Inc | 793 | $463.7K | 0.42% | +11+1.4% | Added |
| Family Firm, Inc. | 793 | $463.7K | 0.10% | +98+14.1% | Added |
| Commonwealth Financial Services, LLC | 795 | $463.8K | 0.09% | +69+9.5% | Added |
| Trust Co | 794 | $464.2K | 0.06% | −180−18.5% | Reduced |
| Atticus Wealth Management, LLC | 794 | $464.4K | 0.15% | +31+4.1% | Added |
| Redwood Investment Management, LLC | 795 | $465.0K | 0.04% | −3,224−80.2% | Reduced |
| Indiana Trust & Investment Management CO | 796 | $465.4K | 0.16% | 00.0% | Unchanged |
| Sharp Financial Services, LLC | 797 | $465.9K | 0.36% | −32−3.9% | Reduced |
| Voisard Asset Management Group, Inc. | 798 | $466.6K | 0.19% | +67+9.2% | Added |
| H&H Retirement Design & Management INC | 840 | $467.3K | 0.28% | −8−0.9% | Reduced |
| Elevated Capital Advisors, LLC | 801 | $468.6K | 0.12% | +801 | New |
| REDW Wealth LLC | 802 | $468.9K | 0.12% | −77−8.8% | Reduced |
| Cary Street Partners Asset Management LLC | 803 | $469.5K | 0.06% | +36+4.7% | Added |
| Shulman DeMeo Asset Management LLC | 807 | $471.8K | 0.12% | +3+0.4% | Added |
| Objective Capital Management, LLC | 807 | $471.9K | 0.28% | +807 | New |
| ETF Portfolio Partners, Inc. | 809 | $473.0K | 0.14% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 812 | $475.0K | 0.03% | +52+6.8% | Added |
| Meeder Asset Management Inc | 814 | $475.9K | 0.03% | −3,878−82.7% | Reduced |
| Cherry Tree Wealth Management, LLC | 815 | $476.3K | 0.11% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 816 | $477.3K | 0.19% | +82+11.2% | Added |
| Washington Trust Advisors, Inc. | 818 | $478.3K | 0.04% | −210−20.4% | Reduced |
| Walker Asset Management, LLC | 818 | $478.5K | 0.30% | +2+0.2% | Added |
| Benin Management CORP | 819 | $478.9K | 0.13% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 819 | $478.9K | 0.18% | 00.0% | Unchanged |
| Greenland Capital Management LP | 819 | $478.9K | 0.09% | 00.0% | Unchanged |
| Cherrydale Wealth Management, LLC | 820 | $479.3K | 0.20% | +38+4.9% | Added |
| Symphony Financial Services, Inc. | 1,032 | $480.3K | 0.41% | +181+21.3% | Added |
| Jmac Enterprises LLC | 823 | $481.2K | 0.08% | +18+2.2% | Added |
| Exchange Bank | 825 | $482.4K | 0.39% | 00.0% | Unchanged |
| Sentinus, LLC | 826 | $483.2K | 0.18% | +157+23.5% | Added |
| Financial Council Asset Management Inc | 827 | $483.5K | 0.25% | 00.0% | Unchanged |
| Clare Market Investments LLC | 829 | $484.5K | 0.13% | −60−6.7% | Reduced |
| Beaton Management Co. Inc. | 831 | $486.0K | 0.25% | 00.0% | Unchanged |
| Michael B. Yongue | 833 | $487.0K | 0.39% | −2−0.2% | Reduced |
| One Day In July LLC | 833 | $487.0K | 0.05% | +83+11.1% | Added |
| Aviso Wealth Management | 834 | $487.6K | 0.26% | +51+6.5% | Added |
| Tandem Wealth Advisors LLC | 834 | $487.6K | 0.25% | +53+6.8% | Added |
| Allstate Corp | 836 | $488.8K | 0.05% | −2,254−72.9% | Reduced |
| 360 Financial, Inc. | 838 | $490.0K | 0.18% | +12+1.5% | Added |
| JGP Wealth Management, LLC | 840 | $491.1K | 0.06% | +91+12.1% | Added |
| Walkner Condon Financial Advisors LLC | 841 | $491.7K | 0.10% | +68+8.8% | Added |
| Cairn Investment Group, Inc. | 841 | $492.0K | 0.27% | 00.0% | Unchanged |
| Sharkey, Howes & Javer | 844 | $493.2K | 0.07% | +247+41.4% | Added |
| Bulltick Wealth Management, LLC | 845 | $494.1K | 0.12% | −15,872−94.9% | Reduced |
| West Wealth Group, LLC | 845 | $494.1K | 0.16% | +15+1.8% | Added |
| Seamount Financial Group Inc | 847 | $495.2K | 0.37% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 848 | $495.8K | 0.32% | −18−2.1% | Reduced |
| Security Financial Services, INC. | 850 | $497.0K | 0.10% | +227+36.4% | Added |
| Liberty Wealth Management LLC | 849 | $497.0K | 0.08% | −4,104−82.9% | Reduced |
| Pasadena Private Wealth, LLC | 851 | $497.4K | 0.11% | +3+0.4% | Added |
| Bank Ozk | 853 | $498.7K | 0.21% | +18+2.2% | Added |
| Juncture Wealth Strategies, LLC | 853 | $498.7K | 0.19% | 00.0% | Unchanged |
| Cannon Wealth Management Services, LLC | 854 | $499.3K | 0.46% | +854 | New |
| Dogwood Wealth Management LLC | 854 | $499.4K | 0.29% | +46+5.7% | Added |
| Fairview Capital Investment Management, LLC | 856 | $500.5K | 0.03% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 857 | $500.8K | 0.03% | +51+6.3% | Added |
| Horizon Wealth Management, LLC | 857 | $501.1K | 0.10% | +1+0.1% | Added |
| Cooper/Haims Advisors, LLC | 860 | $502.8K | 0.28% | −12−1.4% | Reduced |
| Tempus Wealth Planning, LLC | 862 | $503.8K | 0.18% | +78+9.9% | Added |
| Stonekeep Investments, LLC | 863 | $504.8K | 0.39% | +7+0.8% | Added |
| Mustard Seed Financial, LLC | 865 | $505.7K | 0.42% | 00.0% | Unchanged |
| Financial & Tax Architects, LLC | 868 | $507.5K | 0.13% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 869 | $507.8K | 0.02% | +137+18.7% | Added |
| Meridian Wealth Partners, LLC | 869 | $507.9K | 0.08% | +3+0.3% | Added |
| Lanham O'Dell & Company, Inc. | 869 | $508.1K | 0.29% | 00.0% | Unchanged |
| Centennial Bank | 869 | $508.1K | 0.23% | 00.0% | Unchanged |
| Tidemark, LLC | 869 | $508.1K | 0.21% | +1+0.1% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 871 | $509.3K | 0.32% | +169+24.1% | Added |
| Redhawk Wealth Advisors, Inc. | 874 | $510.8K | 0.07% | −198−18.5% | Reduced |
| Rosenberg Matthew Hamilton | 878 | $513.6K | 0.13% | +31+3.7% | Added |
| Lynx Investment Advisory | 880 | $514.3K | 0.37% | +59+7.2% | Added |
| waypoint wealth counsel | 882 | $515.8K | 0.35% | +139+18.7% | Added |