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 |
|---|---|---|---|---|---|
| FourThought Financial Partners, LLC | 18,118 | $10.6M | 1.26% | +179+1.0% | Added |
| Evergreen Capital Management LLC | 18,070 | $10.6M | 0.35% | +426+2.4% | Added |
| Biondo Investment Advisors, LLC | 18,023 | $10.5M | 1.44% | +367+2.1% | Added |
| Farmers & Merchants Trust Co of Long Beach | 18,002 | $10.5M | 2.58% | +76+0.4% | Added |
| Venture Visionary Partners LLC | 17,906 | $10.5M | 0.46% | −789−4.2% | Reduced |
| Evexia Wealth LLC | 17,929 | $10.5M | 3.71% | −565−3.1% | Reduced |
| Wealth Advisory Solutions, LLC | 17,879 | $10.5M | 2.88% | −3,810−17.6% | Reduced |
| Great Waters Wealth Management | 17,873 | $10.5M | 1.41% | −127−0.7% | Reduced |
| Davis-Rea Ltd. | 17,863 | $10.4M | 4.54% | +21+0.1% | Added |
| AlTi Global, Inc. | 17,813 | $10.4M | 0.25% | +69+0.4% | Added |
| Citizens National Bank Trust Department | 17,789 | $10.4M | 2.19% | −40−0.2% | Reduced |
| AMG National Trust Bank | 17,673 | $10.3M | 0.28% | +778+4.6% | Added |
| Ameritas Investment Partners, Inc. | 17,599 | $10.3M | 0.33% | −2,533−12.6% | Reduced |
| Morse Asset Management, Inc | 17,593 | $10.3M | 2.22% | −38−0.2% | Reduced |
| Atlantic Union Bankshares Corp | 17,566 | $10.3M | 0.60% | −325−1.8% | Reduced |
| Chronos Wealth Management, LLC | 17,509 | $10.2M | 5.34% | +46+0.3% | Added |
| Estabrook Capital Management | 17,431 | $10.2M | 1.52% | −275−1.6% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 17,396 | $10.2M | 3.06% | −1,879−9.7% | Reduced |
| Security National Bank | 17,379 | $10.2M | 1.38% | −48−0.3% | Reduced |
| Twin Capital Management Inc | 17,343 | $10.1M | 1.14% | −4,070−19.0% | Reduced |
| Exchange Traded Concepts, LLC | 17,332 | $10.1M | 0.24% | −1,474−7.8% | Reduced |
| Ballentine Partners, LLC | 17,331 | $10.1M | 0.17% | +809+4.9% | Added |
| St Germain D J Co Inc | 17,256 | $10.1M | 0.46% | −3,311−16.1% | Reduced |
| Elk River Wealth Management, LLC | 17,237 | $10.1M | 1.83% | −44−0.3% | Reduced |
| Cullinan Associates Inc | 17,548 | $10.0M | 0.57% | −3,404−16.2% | Reduced |
| Advanced Asset Management Advisors Inc | 19,700 | $10.0M | 2.68% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 17,046 | $9.97M | 0.46% | +114+0.7% | Added |
| Stonegate Investment Group, LLC | 16,992 | $9.93M | 0.26% | −251−1.5% | Reduced |
| Verdence Capital Advisors LLC | 16,957 | $9.91M | 0.79% | +239+1.4% | Added |
| Soros Capital Management LLC | 16,900 | $9.88M | 2.38% | +16,900 | New |
| Unison Asset Management LLC | 16,886 | $9.87M | 4.69% | −25−0.1% | Reduced |
| Strategic Wealth Designers | 16,915 | $9.87M | 1.06% | +4,533+36.6% | Added |
| Fundamentun, LLC | 16,849 | $9.85M | 0.69% | −816−4.6% | Reduced |
| Red Door Wealth Management, LLC | 16,823 | $9.84M | 1.64% | +680+4.2% | Added |
| Pitcairn Co | 16,767 | $9.80M | 0.58% | −2,093−11.1% | Reduced |
| Gotham Asset Management, LLC | 16,761 | $9.80M | 0.10% | +4,146+32.9% | Added |
| Ledyard National Bank | 16,667 | $9.74M | 0.89% | −164−1.0% | Reduced |
| Blue Edge Capital, LLC | 16,642 | $9.73M | 1.52% | +80.0% | Added |
| Puzo Michael J | 16,637 | $9.73M | 2.54% | +123+0.7% | Added |
| Avitas Wealth Management LLC | 16,536 | $9.67M | 1.36% | −270−1.6% | Reduced |
| Montag & Caldwell, LLC | 16,508 | $9.65M | 1.96% | −709−4.1% | Reduced |
| Winmill & Co. Inc | 16,475 | $9.63M | 3.24% | 00.0% | Unchanged |
| Central Bank & Trust Co | 16,445 | $9.62M | 1.33% | −1,475−8.2% | Reduced |
| Meeder Advisory Services, Inc. | 16,424 | $9.60M | 0.62% | +1,420+9.5% | Added |
| Marietta Wealth Management, LLC | 16,423 | $9.60M | 1.40% | +486+3.0% | Added |
| Tradition Wealth Management, LLC | 16,396 | $9.59M | 0.85% | −384−2.3% | Reduced |
| Blue Fin Capital, Inc. | 16,392 | $9.58M | 1.82% | +199+1.2% | Added |
| Texas Capital Bank Wealth Management Services Inc | 16,370 | $9.57M | 0.94% | +236+1.5% | Added |
| Leuthold Group, LLC | 16,363 | $9.57M | 1.06% | −1,184−6.7% | Reduced |
| Busey Wealth Management | 16,314 | $9.54M | 0.31% | +328+2.1% | Added |
| Bedell Frazier Investment Counseling, LLC | 16,293 | $9.53M | 2.28% | +62+0.4% | Added |
| Thoroughbred Financial Services, LLC | 16,281 | $9.52M | 0.61% | −760−4.5% | Reduced |
| Stolper Co | 16,275 | $9.52M | 3.11% | −288−1.7% | Reduced |
| Ocean Capital Management, LLC | 16,243 | $9.50M | 2.22% | +2,017+14.2% | Added |
| Colonial Trust Co | 16,226 | $9.49M | 1.46% | +834+5.4% | Added |
| Thompson Investment Management, Inc. | 16,218 | $9.48M | 1.35% | +1,439+9.7% | Added |
| Burt Wealth Advisors | 16,116 | $9.42M | 2.32% | −252−1.5% | Reduced |
| Rothschild Capital Partners, LLC | 16,106 | $9.42M | 2.63% | +624+4.0% | Added |
| Frank, Rimerman Advisors LLC | 16,104 | $9.42M | 0.67% | +1,355+9.2% | Added |
| Vestor Capital, LLC | 16,062 | $9.39M | 0.74% | −29,300−64.6% | Reduced |
| Alapocas Investment Partners, Inc. | 16,037 | $9.38M | 5.51% | +57+0.4% | Added |
| Fragasso Group Inc. | 16,037 | $9.38M | 0.72% | −384−2.3% | Reduced |
| Griffin Asset Management, Inc. | 16,025 | $9.37M | 1.05% | +50+0.3% | Added |
| Brighton Jones LLC | 16,018 | $9.37M | 0.35% | −10,284−39.1% | Reduced |
| Hilton Capital Management, LLC | 16,005 | $9.36M | 0.73% | +414+2.7% | Added |
| First National Bank of Omaha | 15,875 | $9.28M | 0.59% | −3,834−19.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 15,853 | $9.27M | 0.81% | −1,045−6.2% | Reduced |
| IFP Advisors, Inc | 15,814 | $9.25M | 0.33% | +2,536+19.1% | Added |
| NorthRock Partners, LLC | 15,756 | $9.21M | 0.30% | +1,046+7.1% | Added |
| Spirepoint Private Client, LLC | 15,733 | $9.20M | 1.22% | +630+4.2% | Added |
| Hansen & Associates Financial Group, Inc. | 16,022 | $9.13M | 4.82% | +16,022 | New |
| Zions Bancorporation, N.A. | 15,590 | $9.12M | 0.66% | +443+2.9% | Added |
| BTC Capital Management, Inc. | 15,564 | $9.10M | 0.81% | −224−1.4% | Reduced |
| RNC Capital Management LLC | 17,828 | $9.08M | 0.50% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 15,429 | $9.02M | 0.00% | −3,414−18.1% | Reduced |
| Alley Investment Management Company, LLC | 15,420 | $9.02M | 1.14% | −22−0.1% | Reduced |
| SOL Capital Management CO | 15,338 | $8.97M | 1.00% | +20+0.1% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 15,338 | $8.97M | 0.94% | +8,899+138.2% | Added |
| Lester Murray Antman dba SimplyRich | 15,305 | $8.95M | 2.49% | +106+0.7% | Added |
| Davy Global Fund Management Ltd | 15,300 | $8.95M | 0.93% | −44−0.3% | Reduced |
| J. Safra Sarasin Holding AG | 15,243 | $8.91M | 0.15% | −9,733−39.0% | Reduced |
| Schechter Investment Advisors, LLC | 15,154 | $8.86M | 0.65% | −6,154−28.9% | Reduced |
| Sigma Planning Corp | 15,072 | $8.81M | 0.27% | +144+1.0% | Added |
| Sigma Investment Counselors Inc | 15,025 | $8.78M | 0.52% | −115−0.8% | Reduced |
| Moore Capital Management, LP | 15,000 | $8.77M | 0.25% | −35,000−70.0% | Reduced |
| Goelzer Investment Management, Inc. | 14,997 | $8.77M | 0.48% | −1,174−7.3% | Reduced |
| Asio Capital, LLC | 14,921 | $8.72M | 1.66% | −41−0.3% | Reduced |
| Valeo Financial Advisors, LLC | 14,894 | $8.71M | 0.25% | −170−1.1% | Reduced |
| Kidder Stephen W | 14,726 | $8.61M | 2.54% | +33+0.2% | Added |
| Ballast, Inc. | 14,655 | $8.57M | 2.43% | −113−0.8% | Reduced |
| Tritonpoint Wealth, LLC | 14,694 | $8.55M | 0.78% | +1,102+8.1% | Added |
| Bellecapital International Ltd. | 14,597 | $8.53M | 1.69% | −294−2.0% | Reduced |
| Burns J W & Co Inc | 14,589 | $8.53M | 1.11% | −126−0.9% | Reduced |
| Brown Shipley& Co Ltd | 14,555 | $8.51M | 4.19% | −393−2.6% | Reduced |
| Empire Life Investments Inc. | 14,525 | $8.49M | 0.52% | −253−1.7% | Reduced |
| Buckhead Capital Management LLC | 14,428 | $8.44M | 2.67% | −58−0.4% | Reduced |
| Ostrum Asset Management | 14,401 | $8.42M | 0.70% | −2,782−16.2% | Reduced |
| GAMMA Investing LLC | 14,393 | $8.42M | 0.83% | +4,187+41.0% | Added |
| Telos Capital Management, Inc. | 14,207 | $8.31M | 0.87% | −73−0.5% | Reduced |
| Capital Investment Counsel, LLC | 14,151 | $8.27M | 1.43% | +973+7.4% | Added |