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
- 3,476
- +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
- 1,420 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 | 3,054 | $202.4B |
| Q4 2025 | 3,311 | $248.2B |
| Q3 2025 | 3,168 | $253.5B |
| Q2 2025 | 3,185 | $241.1B |
| Q1 2025 | 3,613 | $424.3B |
| Q4 2024 | 3,684 | $409.5B |
| Q3 2024 | 3,476 | $474.6B |
| Q2 2024 | 3,406 | $411.9B |
| Q1 2024 | 3,384 | $398.9B |
| Q4 2023 | 3,421 | $428.0B |
| Q3 2023 | 3,144 | $407.5B |
| Q2 2023 | 3,136 | $388.4B |
| Q1 2023 | 3,114 | $383.6B |
| Q4 2022 | 3,159 | $434.2B |
| Q3 2022 | 2,998 | $413.5B |
| Q2 2022 | 2,964 | $422.0B |
| Q1 2022 | 2,965 | $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 |
|---|---|---|---|---|---|
| Bogart Wealth, LLC | 11,666 | $6.82M | 0.32% | −49−0.4% | Reduced |
| NBC Securities, Inc. | 11,606 | $6.79M | 0.57% | +9+0.1% | Added |
| IHT Wealth Management, LLC | 11,569 | $6.76M | 0.19% | +2,756+31.3% | Added |
| Capstone Investment Advisors, LLC | 11,552 | $6.75M | 0.13% | −11,329−49.5% | Reduced |
| PFG Investments, LLC | 11,528 | $6.74M | 0.44% | −24−0.2% | Reduced |
| Souders Financial Advisors | 11,521 | $6.74M | 0.94% | +60+0.5% | Added |
| Csenge Advisory Group | 11,254 | $6.73M | 0.35% | +353+3.2% | Added |
| Transform Wealth, LLC | 11,508 | $6.73M | 0.45% | −13,779−54.5% | Reduced |
| Barbara Oil Co. | 11,500 | $6.72M | 2.75% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 11,473 | $6.71M | 0.89% | +428+3.9% | Added |
| Quadrant Capital Group LLC | 11,472 | $6.71M | 0.47% | −37−0.3% | Reduced |
| J.W. Cole Advisors, Inc. | 11,450 | $6.69M | 0.28% | +2,557+28.8% | Added |
| Lountzis Asset Management, LLC | 11,445 | $6.69M | 2.78% | +50.0% | Added |
| First Hawaiian Bank | 11,438 | $6.69M | 0.21% | −2,722−19.2% | Reduced |
| Nikulski Financial, Inc. | 11,424 | $6.68M | 2.00% | +29+0.3% | Added |
| Carderock Capital Management Inc | 11,414 | $6.67M | 1.58% | +964+9.2% | Added |
| Lynch Asset Management, Inc. | 11,400 | $6.67M | 2.80% | 00.0% | Unchanged |
| Montag A & Associates Inc | 11,399 | $6.66M | 0.31% | +267+2.4% | Added |
| Rench Wealth Management, Inc. | 11,395 | $6.66M | 2.29% | +645+6.0% | Added |
| JCIC Asset Management Inc. | 11,391 | $6.66M | 2.73% | +145+1.3% | Added |
| Keeler Thomas Management LLC | 11,329 | $6.62M | 2.09% | −161−1.4% | Reduced |
| Arkadios Wealth Advisors | 11,320 | $6.62M | 0.38% | +2,143+23.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,290 | $6.60M | 0.26% | +161+1.4% | Added |
| Northern Oak Wealth Management Inc | 11,256 | $6.58M | 0.77% | −1,861−14.2% | Reduced |
| DLK Investment Management, LLC | 11,242 | $6.57M | 2.52% | −32−0.3% | Reduced |
| Meritage Portfolio Management | 11,232 | $6.57M | 0.40% | −3,527−23.9% | Reduced |
| D L Carlson Investment Group Inc | 11,216 | $6.56M | 1.19% | −154−1.4% | Reduced |
| Qtron Investments LLC | 11,216 | $6.56M | 0.90% | +975+9.5% | Added |
| Chatham Capital Group, Inc. | 11,202 | $6.55M | 1.07% | +89+0.8% | Added |
| Acropolis Investment Management, LLC | 11,127 | $6.51M | 0.39% | −74−0.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 11,116 | $6.50M | 0.30% | +1,156+11.6% | Added |
| Plancorp, LLC | 11,094 | $6.49M | 0.26% | −377−3.3% | Reduced |
| Mirador Capital Partners LP | 11,062 | $6.47M | 1.16% | −113−1.0% | Reduced |
| Moloney Securities Asset Management, LLC | 11,060 | $6.47M | 0.87% | −8−0.1% | Reduced |
| Atlantic Trust, LLC | 11,058 | $6.47M | 1.55% | −466−4.0% | Reduced |
| Gs Investments, Inc. | 11,044 | $6.46M | 2.87% | −20−0.2% | Reduced |
| Sowell Financial Services LLC | 11,028 | $6.45M | 0.30% | −407−3.6% | Reduced |
| Sandhill Capital Partners LLC | 11,023 | $6.44M | 0.46% | +124+1.1% | Added |
| West Branch Capital LLC | 11,008 | $6.44M | 2.23% | +38+0.3% | Added |
| Connecticut Wealth Management, LLC | 10,999 | $6.43M | 0.31% | −630−5.4% | Reduced |
| Ayrshire Capital Management LLC | 10,988 | $6.42M | 3.06% | +76+0.7% | Added |
| Capital Analysts, LLC | 10,935 | $6.39M | 0.26% | −307−2.7% | Reduced |
| Equitable Trust Co | 10,891 | $6.37M | 0.41% | +706+6.9% | Added |
| MainStreet Investment Advisors LLC | 10,862 | $6.35M | 0.84% | −3,820−26.0% | Reduced |
| Dynasty Wealth Management, LLC | 10,856 | $6.35M | 0.19% | −789−6.8% | Reduced |
| Blue Zone Wealth Advisors, LLC | 10,797 | $6.31M | 1.96% | +235+2.2% | Added |
| CX Institutional | 10,750 | $6.29M | 0.28% | −10,691−49.9% | Reduced |
| Bristlecone Advisors, LLC | 10,748 | $6.28M | 0.50% | −376−3.4% | Reduced |
| J. W. Coons Advisors, LLC | 10,745 | $6.28M | 1.57% | −65−0.6% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 10,738 | $6.28M | 3.80% | −233−2.1% | Reduced |
| Simmons Bank | 10,721 | $6.27M | 0.45% | −212−1.9% | Reduced |
| Round Rock Advisors, LLC | 10,657 | $6.23M | 1.46% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 10,594 | $6.19M | 1.33% | +2,701+34.2% | Added |
| Knollwood Investment Advisory, LLC | 10,569 | $6.18M | 0.66% | 00.0% | Unchanged |
| Trust Asset Management LLC | 10,545 | $6.17M | 0.49% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 10,510 | $6.14M | 0.27% | −27−0.3% | Reduced |
| Cypress Asset Management Inc | 10,501 | $6.14M | 1.53% | +189+1.8% | Added |
| SlateStone Wealth, LLC | 10,497 | $6.14M | 0.55% | −2,537−19.5% | Reduced |
| Kingsview Wealth Management, LLC | 10,461 | $6.12M | 0.13% | +416+4.1% | Added |
| Lakeview Capital Partners, LLC | 10,447 | $6.11M | 0.97% | +1,081+11.5% | Added |
| Trinity Legacy Partners, LLC | 10,042 | $6.08M | 1.56% | −231−2.2% | Reduced |
| Bank of New Hampshire | 10,390 | $6.07M | 1.52% | +30.0% | Added |
| Horizon Investments, LLC | 10,350 | $6.05M | 0.16% | +102+1.0% | Added |
| Allen Capital Group, LLC | 10,337 | $6.04M | 0.77% | +291+2.9% | Added |
| China Universal Asset Management Co., Ltd. | 10,307 | $6.03M | 0.66% | +2,879+38.8% | Added |
| Commonwealth Retirement Investments LLC | 10,295 | $6.02M | 2.52% | +195+1.9% | Added |
| Peloton Wealth Strategists | 10,288 | $6.01M | 2.39% | +50.0% | Added |
| CWA Asset Management Group, LLC | 10,275 | $6.01M | 0.32% | +10,275 | New |
| William B. Walkup & Associates, Inc. | 10,250 | $5.99M | 3.71% | −6−0.1% | Reduced |
| HGK Asset Management Inc | 10,180 | $5.95M | 1.10% | −2,222−17.9% | Reduced |
| FreeGulliver LLC | 10,177 | $5.95M | 3.53% | +163+1.6% | Added |
| Fulton Bank, N.A. | 10,172 | $5.95M | 0.23% | −3,511−25.7% | Reduced |
| Diversify Wealth Management, LLC | 10,488 | $5.92M | 0.57% | −2,900−21.7% | Reduced |
| Highland Capital Management, LLC | 10,075 | $5.89M | 0.34% | −4,546−31.1% | Reduced |
| Zega Financial, LLC | 10,052 | $5.88M | 1.93% | +2,184+27.8% | Added |
| Trifecta Capital Advisors, LLC | 10,052 | $5.88M | 1.23% | +40.0% | Added |
| Cordatus Wealth Management LLC | 10,031 | $5.87M | 2.11% | +46+0.5% | Added |
| Fairhaven Wealth Management, LLC | 10,025 | $5.86M | 1.80% | +26+0.3% | Added |
| Plimoth Trust Co LLC | 10,008 | $5.85M | 1.47% | +65+0.7% | Added |
| Viking Fund Management LLC | 10,000 | $5.85M | 0.95% | 00.0% | Unchanged |
| First Trust Investment Solutions L.P. | 9,982 | $5.84M | 0.66% | −371−3.6% | Reduced |
| Cypress Capital Group | 9,981 | $5.84M | 0.66% | −296−2.9% | Reduced |
| Catalytic Wealth RIA, LLC | 9,959 | $5.82M | 1.02% | +807+8.8% | Added |
| First Fiduciary Investment Counsel, Inc. | 9,958 | $5.82M | 1.17% | −9−0.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 9,947 | $5.82M | 0.21% | +1,398+16.4% | Added |
| Connable Office Inc | 9,935 | $5.81M | 0.58% | −75−0.7% | Reduced |
| PFG Advisors | 9,915 | $5.80M | 0.37% | −534−5.1% | Reduced |
| Monetary Management Group Inc | 9,913 | $5.80M | 1.49% | −1,970−16.6% | Reduced |
| Strategic Planning Group, LLC | 9,911 | $5.79M | 1.14% | +316+3.3% | Added |
| Legacy Private Trust Co. | 9,902 | $5.79M | 0.39% | −169−1.7% | Reduced |
| Ameritas Advisory Services, LLC | 9,881 | $5.78M | 0.25% | +83+0.8% | Added |
| Weik Capital Management | 9,881 | $5.78M | 2.33% | −17−0.2% | Reduced |
| Bretton Capital Management, LLC | 9,800 | $5.73M | 5.47% | +9,800 | New |
| Insigneo Advisory Services, LLC | 9,777 | $5.72M | 0.58% | −1,113−10.2% | Reduced |
| S.E.E.D. Planning Group LLC | 9,767 | $5.71M | 1.89% | +359+3.8% | Added |
| Picton Mahoney Asset Management | 9,760 | $5.71M | 0.22% | −6,015−38.1% | Reduced |
| Strategy Asset Managers LLC | 9,755 | $5.70M | 1.09% | +7,113+269.2% | Added |
| Holderness Investments Co | 9,746 | $5.70M | 1.24% | +71+0.7% | Added |
| PKO Investment Management Joint-Stock Co | 9,689 | $5.66M | 0.70% | −1,300−11.8% | Reduced |
| LexAurum Advisors, LLC | 9,686 | $5.66M | 1.24% | +32+0.3% | Added |