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 |
|---|---|---|---|---|---|
| Chesapeake Capital Corp | 883 | $516.3K | 0.47% | +883 | New |
| Western Pacific Wealth Management, LP | 883 | $516.5K | 0.34% | −27−3.0% | Reduced |
| Mayport, LLC | 884 | $516.7K | 0.17% | −25−2.8% | Reduced |
| Custom Index Systems, LLC | 884 | $516.9K | 0.28% | +481+119.4% | Added |
| Columbia Asset Management | 887 | $518.0K | 0.09% | +76+9.4% | Added |
| Holistic Financial Partners | 886 | $518.0K | 0.25% | −138−13.5% | Reduced |
| Watts Gwilliam & Co., LLC | 891 | $518.1K | 0.11% | +891 | New |
| Strengthening Families & Communities, LLC | 889 | $519.5K | 0.13% | −287−24.4% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 889 | $519.5K | 0.21% | +117+15.2% | Added |
| Optivise Advisory Services LLC | 889 | $519.8K | 0.27% | −4−0.4% | Reduced |
| BCJ Capital Management, LLC | 890 | $520.4K | 0.04% | −346−28.0% | Reduced |
| Albert D Mason Inc | 891 | $521.0K | 0.33% | +5+0.6% | Added |
| Sutton Place Investors LLC | 893 | $522.1K | 0.32% | +87+10.8% | Added |
| BlackDiamond Wealth Management Inc. | 850 | $522.5K | 0.32% | +121+16.6% | Added |
| Omnia Family Wealth, LLC | 894 | $522.7K | 0.22% | +112+14.3% | Added |
| Legacy Trust | 895 | $523.3K | 0.12% | +59+7.1% | Added |
| Cynosure Management, LLC | 897 | $524.7K | 0.08% | −1,404−61.0% | Reduced |
| EHP Funds Inc. | 900 | $526.2K | 0.37% | +900 | New |
| Luts & Greenleigh Group, Inc | 900 | $526.2K | 0.51% | +98+12.2% | Added |
| Satovsky Asset Management LLC | 903 | $527.9K | 0.12% | +17+1.9% | Added |
| Braun-Bostich & Associates Inc. | 903 | $528.0K | 0.37% | +115+14.6% | Added |
| Towerpoint Wealth, LLC | 905 | $529.1K | 0.25% | 00.0% | Unchanged |
| Drake & Associates, LLC | 906 | $529.7K | 0.17% | +233+34.6% | Added |
| Altus Wealth Group LLC | 908 | $530.9K | 0.23% | +8+0.9% | Added |
| VitalStone Financial, LLC | 908 | $530.9K | 0.36% | +838+1,197.1% | Added |
| Cascade Investment Group, Inc. | 910 | $531.9K | 0.39% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 900 | $532.1K | 0.04% | −8−0.9% | Reduced |
| McGowan Group Asset Management, Inc. | 910 | $532.3K | 0.07% | +10+1.1% | Added |
| Etesian Wealth Advisors, Inc. | 913 | $533.8K | 0.24% | −21−2.2% | Reduced |
| Evergreen Wealth Solutions, LLC | 915 | $534.7K | 0.36% | −358−28.1% | Reduced |
| Cascade Financial Partners, LLC | 939 | $535.1K | 0.07% | +50+5.6% | Added |
| Barrett & Company, Inc. | 919 | $537.3K | 0.23% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 919 | $537.5K | 0.28% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 922 | $539.3K | 0.18% | +922 | New |
| Vista Investment Partners LLC | 924 | $540.4K | 0.17% | −30−3.1% | Reduced |
| Klingenstein Fields & Co LP | 925 | $540.8K | 0.02% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 925 | $541.0K | 0.07% | −13−1.4% | Reduced |
| Heritage Wealth Management, Inc. | 926 | $541.4K | 0.49% | +14+1.5% | Added |
| Aletheian Wealth Advisors LLC | 926 | $541.5K | 0.32% | −1,637−63.9% | Reduced |
| Linscomb & Williams, Inc. | 928 | $542.7K | 0.03% | −126−12.0% | Reduced |
| State of Wyoming | 929 | $543.2K | 0.08% | −45−4.6% | Reduced |
| Security National Bank of So Dak | 930 | $543.8K | 0.30% | 00.0% | Unchanged |
| Matisse Capital | 930 | $543.8K | 0.26% | 00.0% | Unchanged |
| Red Wave Investments LLC | 931 | $544.3K | 0.19% | −11−1.2% | Reduced |
| Abel Hall, LLC | 933 | $545.5K | 0.36% | +83+9.8% | Added |
| Acorn Financial Advisory Services Inc | 935 | $547.0K | 0.10% | +449+92.4% | Added |
| Seelaus Asset Management LLC | 937 | $548.0K | 0.50% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 941 | $550.2K | 0.05% | −19−2.0% | Reduced |
| Lion Street Advisors, LLC | 941 | $550.2K | 0.19% | +15+1.6% | Added |
| WealthPlan Investment Management, LLC | 941 | $550.3K | 0.06% | +230+32.3% | Added |
| D.B. Root & Company, LLC | 943 | $551.4K | 0.18% | −17−1.8% | Reduced |
| Park Edge Advisors, LLC | 944 | $552.0K | 0.16% | −440−31.8% | Reduced |
| Creative Financial Designs Inc | 944 | $552.2K | 0.05% | +15+1.6% | Added |
| Van Strum & Towne Inc. | 945 | $552.5K | 0.19% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 945 | $552.7K | 0.15% | +38+4.2% | Added |
| Bright Futures Wealth Management, LLC. | 984 | $554.1K | 0.27% | −7−0.7% | Reduced |
| Philadelphia Trust Co | 951 | $556.0K | 0.04% | +163+20.7% | Added |
| Cheviot Value Management, LLC | 951 | $556.0K | 0.10% | −5−0.5% | Reduced |
| Pettyjohn, Wood & White, Inc | 951 | $556.0K | 0.10% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 953 | $557.2K | 0.22% | +161+20.3% | Added |
| Discipline Wealth Solutions, LLC | 954 | $557.8K | 0.29% | +954 | New |
| Kerntke Otto McGlone Wealth Management Group | 954 | $558.2K | 0.47% | +4+0.4% | Added |
| Elite Wealth Management, Inc. | 956 | $559.0K | 0.13% | +115+13.7% | Added |
| Sym Financial Corp | 957 | $559.3K | 0.07% | +165+20.8% | Added |
| Collective Family Office LLC | 958 | $560.1K | 0.15% | −212−18.1% | Reduced |
| Blackston Financial Advisory Group, LLC | 963 | $563.5K | 0.29% | +416+76.1% | Added |
| Goldstone Financial Group, LLC | 966 | $564.8K | 0.10% | +207+27.3% | Added |
| Consilio Wealth Advisors, LLC | 973 | $568.7K | 0.23% | +241+32.9% | Added |
| Orser Capital Management, LLC | 973 | $568.9K | 0.44% | +35+3.7% | Added |
| Hodges Capital Management Inc. | 975 | $570.1K | 0.04% | 00.0% | Unchanged |
| Old Port Advisors | 976 | $570.5K | 0.16% | +33+3.5% | Added |
| Amplius Wealth Advisors, LLC | 978 | $571.8K | 0.06% | +31+3.3% | Added |
| Aldebaran Financial Inc. | 978 | $571.8K | 0.67% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 981 | $573.3K | 0.19% | +133+15.7% | Added |
| Washburn Capital Management, Inc. | 982 | $574.4K | 0.41% | −92−8.6% | Reduced |
| Family Wealth Group, LLC | 984 | $575.1K | 0.50% | +144+17.1% | Added |
| Bruce G. Allen Investments, LLC | 984 | $575.3K | 0.45% | −11−1.1% | Reduced |
| Sandy Cove Advisors, LLC | 985 | $575.9K | 0.23% | +34+3.6% | Added |
| Palmer Knight Co | 985 | $575.9K | 0.25% | 00.0% | Unchanged |
| New Potomac Partners, LLC | 989 | $578.5K | 0.30% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 990 | $578.9K | 0.28% | +18+1.9% | Added |
| World Equity Group, Inc. | 993 | $580.3K | 0.21% | +89+9.8% | Added |
| Chicago Capital, LLC | 995 | $581.8K | 0.02% | −198−16.6% | Reduced |
| Values Added Financial LLC | 995 | $581.8K | 0.37% | +35+3.6% | Added |
| Renaissance Investment Group LLC | 996 | $582.3K | 0.12% | −15−1.5% | Reduced |
| Strata Wealth Advisors, LLC | 996 | $582.3K | 0.19% | +107+12.0% | Added |
| Financial Insights, Inc. | 997 | $582.9K | 0.18% | −673−40.3% | Reduced |
| Warren Street Wealth Advisors, LLC | 998 | $583.5K | 0.24% | −5−0.5% | Reduced |
| ZRC Wealth Management, LLC | 999 | $584.1K | 0.25% | −65−6.1% | Reduced |
| Tandem Capital Management Corp | 1,000 | $584.7K | 0.31% | −1,275−56.0% | Reduced |
| AtlasMark Financial, Inc | 1,000 | $584.7K | 0.54% | +1,000 | New |
| Deseret Mutual Benefit Administrators | 1,002 | $585.8K | 0.30% | +27+2.8% | Added |
| Darwin Advisors, LLC | 1,002 | $586.1K | 0.16% | −4−0.4% | Reduced |
| Traphagen Investment Advisors LLC | 1,005 | $587.7K | 0.06% | +7+0.7% | Added |
| Waddell & Associates, LLC | 1,005 | $587.9K | 0.07% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 1,007 | $588.8K | 0.11% | −62−5.8% | Reduced |
| Heck Capital Advisors, LLC | 1,007 | $588.8K | 0.07% | −33−3.2% | Reduced |
| MSH Capital Advisors LLC | 1,009 | $589.7K | 0.18% | −26−2.5% | Reduced |
| Fogel Capital Management, Inc. | 1,009 | $589.9K | 0.30% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 1,040 | $590.5K | 0.02% | +160+18.2% | Added |