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 |
|---|---|---|---|---|---|
| Spinnaker Trust | 14,146 | $8.27M | 0.51% | −518−3.5% | Reduced |
| American Trust | 14,097 | $8.24M | 0.68% | −2,633−15.7% | Reduced |
| Schnieders Capital Management LLC | 14,078 | $8.23M | 1.57% | −840−5.6% | Reduced |
| Cape Cod Five Cents Savings Bank | 14,057 | $8.22M | 0.75% | +37+0.3% | Added |
| Naples Global Advisors, LLC | 14,040 | $8.21M | 0.76% | −44−0.3% | Reduced |
| Harbour Trust & Investment Management Co | 14,038 | $8.21M | 0.94% | +229+1.7% | Added |
| Pacific Capital Partners Ltd | 14,035 | $8.21M | 4.81% | +10,955+355.7% | Added |
| Community Bank & Trust, Waco, Texas | 14,023 | $8.20M | 1.85% | +213+1.5% | Added |
| Liberty Capital Management, Inc. | 14,005 | $8.19M | 1.81% | +60.0% | Added |
| Tradewinds, LLC. | 13,980 | $8.17M | 2.52% | +60.0% | Added |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 13,979 | $8.17M | 0.26% | +4,007+40.2% | Added |
| KMG Fiduciary Partners, LLC | 13,952 | $8.16M | 0.70% | +75+0.5% | Added |
| Paradigm Financial Partners, LLC | 13,428 | $8.14M | 1.13% | −598−4.3% | Reduced |
| Syon Capital LLC | 13,885 | $8.12M | 0.72% | +79+0.6% | Added |
| Asset Dedication, LLC | 13,753 | $8.04M | 0.54% | −1,491−9.8% | Reduced |
| Canal Capital Management, LLC | 13,749 | $8.04M | 1.28% | +698+5.3% | Added |
| Gladstone Institutional Advisory LLC | 13,688 | $8.00M | 0.39% | −820−5.7% | Reduced |
| Resources Management Corp | 13,660 | $7.99M | 1.08% | −179−1.3% | Reduced |
| Perigon Wealth Management, LLC | 13,645 | $7.98M | 0.21% | +88+0.6% | Added |
| Eagle Capital Management, LLC | 13,644 | $7.98M | 3.32% | +40+0.3% | Added |
| Summit Trail Advisors, LLC | 13,631 | $7.97M | 0.20% | +1,623+13.5% | Added |
| Mader & Shannon Wealth Management, Inc. | 13,487 | $7.89M | 4.59% | −751−5.3% | Reduced |
| Eagle Rock Investment Company, LLC | 13,430 | $7.85M | 1.32% | +2,635+24.4% | Added |
| Little House Capital LLC | 13,379 | $7.82M | 2.24% | +1,002+8.1% | Added |
| CMH Wealth Management LLC | 13,374 | $7.82M | 1.84% | −305−2.2% | Reduced |
| Wealthspire Advisors, LLC | 13,363 | $7.81M | 0.08% | +1,664+14.2% | Added |
| Sandy Spring Bank | 13,238 | $7.74M | 0.32% | −14−0.1% | Reduced |
| Granite Investment Partners, LLC | 13,213 | $7.73M | 0.33% | −353−2.6% | Reduced |
| Mirae Asset Securities (USA) Inc. | 13,200 | $7.72M | 0.45% | −56−0.4% | Reduced |
| Duncker Streett & Co Inc | 13,198 | $7.72M | 1.41% | −670−4.8% | Reduced |
| Checchi Capital Advisers, LLC | 13,149 | $7.69M | 0.57% | −1,345−9.3% | Reduced |
| Mirabaud Asset Management Ltd | 13,201 | $7.68M | 3.17% | +13,201 | New |
| Consolidated Investment Group LLC | 13,135 | $7.68M | 1.14% | −2,000−13.2% | Reduced |
| Sectoral Asset Management Inc | 13,125 | $7.67M | 4.53% | −13,550−50.8% | Reduced |
| Lindbrook Capital, LLC | 13,113 | $7.67M | 0.68% | +690+5.6% | Added |
| Great Lakes Retirement, Inc. | 13,090 | $7.65M | 0.98% | +503+4.0% | Added |
| Meridian Wealth Advisors, LLC | 13,078 | $7.65M | 1.28% | +8+0.1% | Added |
| Argonautica Private Wealth Management, Inc | 13,032 | $7.62M | 2.53% | +34+0.3% | Added |
| Whalerock Point Partners, LLC | 13,014 | $7.61M | 1.81% | +572+4.6% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 13,000 | $7.60M | 1.64% | 00.0% | Unchanged |
| Sky Investment Group LLC | 12,959 | $7.58M | 1.36% | −275−2.1% | Reduced |
| GLOBALT Investments LLC | 12,903 | $7.54M | 0.28% | +6,819+112.1% | Added |
| Essex Financial Services, Inc. | 13,219 | $7.53M | 0.54% | −585−4.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 12,784 | $7.47M | 0.72% | −7,521−37.0% | Reduced |
| HRT Financial LP | 12,763 | $7.46M | 0.04% | −216,622−94.4% | Reduced |
| Capital Planning Advisors, LLC | 12,736 | $7.45M | 1.12% | +87+0.7% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 12,695 | $7.42M | 1.85% | −280−2.2% | Reduced |
| Larson Financial Group LLC | 12,686 | $7.42M | 0.42% | +3,833+43.3% | Added |
| Lee Danner & Bass Inc | 12,641 | $7.39M | 0.52% | −140−1.1% | Reduced |
| HBK Sorce Advisory LLC | 12,638 | $7.39M | 0.23% | −390−3.0% | Reduced |
| Charter Trust Co | 12,545 | $7.33M | 0.47% | −248−1.9% | Reduced |
| Farther Finance Advisors, LLC | 12,531 | $7.33M | 0.27% | +332+2.7% | Added |
| Vident Advisory, LLC | 12,496 | $7.31M | 0.18% | −22,994−64.8% | Reduced |
| Prosperity Consulting Group, LLC | 12,489 | $7.30M | 0.57% | +8,541+216.3% | Added |
| Chicago Trust Co NA | 12,477 | $7.30M | 1.26% | +554+4.6% | Added |
| Legacy Advisors, LLC | 12,465 | $7.29M | 0.79% | +909+7.9% | Added |
| Asset Planning Services Inc | 12,465 | $7.29M | 3.60% | +150+1.2% | Added |
| Lincoln Capital Corp | 12,463 | $7.29M | 2.98% | +103+0.8% | Added |
| Silicon Valley Capital Partners | 12,462 | $7.29M | 0.95% | −3,941−24.0% | Reduced |
| Nations Financial Group Inc, | 12,441 | $7.27M | 0.53% | +1,051+9.2% | Added |
| Lake Street Advisors Group, LLC | 12,397 | $7.25M | 0.33% | +225+1.8% | Added |
| Jasper Ridge Partners, L.P. | 12,375 | $7.24M | 0.21% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 12,352 | $7.22M | 0.25% | +1,204+10.8% | Added |
| Ulland Investment Advisors, LLC | 12,332 | $7.21M | 5.28% | −483−3.8% | Reduced |
| First Interstate Bank | 12,304 | $7.19M | 0.44% | −340−2.7% | Reduced |
| Community Financial Services Group, LLC | 12,303 | $7.19M | 1.47% | +436+3.7% | Added |
| Wedmont Private Capital | 12,280 | $7.17M | 0.41% | +1,339+12.2% | Added |
| B.O.S.S. Retirement Advisors, LLC | 12,221 | $7.15M | 1.44% | +1,597+15.0% | Added |
| GYL Financial Synergies, LLC | 12,183 | $7.12M | 0.54% | −1,251−9.3% | Reduced |
| Buck Wealth Strategies, LLC | 12,176 | $7.12M | 2.24% | −1,789−12.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 12,175 | $7.12M | 0.25% | −2,134−14.9% | Reduced |
| Independent Financial Group, LLC | 12,146 | $7.10M | 0.26% | −598−4.7% | Reduced |
| Field & Main Bank | 12,123 | $7.09M | 2.53% | −252−2.0% | Reduced |
| Culbertson A N & Co Inc | 12,116 | $7.08M | 1.14% | 00.0% | Unchanged |
| Rockline Wealth Management, LLC | 12,113 | $7.08M | 2.00% | +430+3.7% | Added |
| Wright Investors Service Inc | 12,113 | $7.08M | 1.85% | −2,986−19.8% | Reduced |
| Warren Averett Asset Management, LLC | 12,089 | $7.07M | 0.13% | −464−3.7% | Reduced |
| Jaffetilchin Investment Partners, LLC | 12,069 | $7.06M | 0.54% | +491+4.2% | Added |
| Nemes Rush Group LLC | 14,256 | $7.05M | 1.02% | −514−3.5% | Reduced |
| Cornerstone Wealth Group, LLC | 12,040 | $7.04M | 0.58% | +209+1.8% | Added |
| Timber Creek Capital Management LLC | 12,035 | $7.04M | 1.97% | −2,857−19.2% | Reduced |
| Tenere Capital LLC | 12,023 | $7.03M | 1.87% | +12,023 | New |
| Fifth Third Wealth Advisors LLC | 12,018 | $7.03M | 0.43% | +1,594+15.3% | Added |
| Harbour Capital Advisors, LLC | 11,867 | $7.02M | 1.62% | −1,802−13.2% | Reduced |
| Olstein Capital Management, L.P. | 12,000 | $7.02M | 1.19% | −4,500−27.3% | Reduced |
| Weatherly Asset Management L. P. | 11,997 | $7.01M | 0.61% | −530−4.2% | Reduced |
| Perkins Coie Trust Co | 11,989 | $7.01M | 1.55% | −93−0.8% | Reduced |
| Marshall & Sullivan Inc | 11,982 | $7.01M | 3.36% | −218−1.8% | Reduced |
| GPM Growth Investors, Inc. | 11,951 | $6.99M | 2.91% | −606−4.8% | Reduced |
| Change Path, LLC | 11,903 | $6.96M | 0.24% | +1,512+14.6% | Added |
| Jessup Wealth Management, Inc | 11,891 | $6.95M | 3.19% | +5,307+80.6% | Added |
| Waldron Private Wealth LLC | 11,885 | $6.95M | 0.29% | +269+2.3% | Added |
| Integrated Advisors Network LLC | 11,867 | $6.94M | 0.33% | +336+2.9% | Added |
| Proequities, Inc. | 11,818 | $6.91M | 0.41% | −296−2.4% | Reduced |
| Value Partners Investments Inc. | 11,766 | $6.89M | 0.56% | +169+1.5% | Added |
| Western Wealth Management, LLC | 11,760 | $6.88M | 0.39% | +3,295+38.9% | Added |
| Stiles Financial Services Inc | 11,735 | $6.86M | 2.42% | −240−2.0% | Reduced |
| Coastline Trust Co | 11,731 | $6.86M | 0.81% | −2,796−19.2% | Reduced |
| City Holding Co | 11,700 | $6.84M | 0.95% | −41−0.3% | Reduced |
| Landscape Capital Management, L.L.C. | 11,667 | $6.82M | 0.69% | +204+1.8% | Added |