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 |
|---|---|---|---|---|---|
| Claro Advisors LLC | 9,632 | $5.63M | 0.73% | −308−3.1% | Reduced |
| Portside Wealth Group, LLC | 9,630 | $5.63M | 0.96% | +285+3.0% | Added |
| Nelson Capital Management, LLC | 9,596 | $5.61M | 0.95% | −253−2.6% | Reduced |
| Pinnacle Holdings, LLC | 9,524 | $5.57M | 2.17% | −82−0.9% | Reduced |
| Van Den Berg Management I, Inc | 9,502 | $5.56M | 1.61% | −657−6.5% | Reduced |
| Kestra Investment Management, LLC | 9,500 | $5.55M | 0.24% | +9,500 | New |
| Cigna Investments Inc | 9,496 | $5.55M | 0.99% | −104−1.1% | Reduced |
| Eclectic Associates Inc | 9,478 | $5.54M | 2.19% | −312−3.2% | Reduced |
| Union Heritage Capital, LLC | 9,478 | $5.54M | 2.04% | 00.0% | Unchanged |
| Investment House LLC | 9,475 | $5.54M | 0.30% | 00.0% | Unchanged |
| Hancock Whitney Corp | 9,473 | $5.54M | 0.18% | +1,400+17.3% | Added |
| Moody National Bank Trust Division | 9,467 | $5.54M | 0.59% | +193+2.1% | Added |
| Delaney Dennis R | 9,466 | $5.53M | 2.86% | +370+4.1% | Added |
| Hohimer Wealth Management, LLC | 9,429 | $5.51M | 1.19% | +1,808+23.7% | Added |
| Bray Capital Advisors | 9,427 | $5.51M | 1.35% | −215−2.2% | Reduced |
| Intrust Bank NA | 9,397 | $5.49M | 0.55% | +168+1.8% | Added |
| Arjuna Capital | 9,374 | $5.48M | 1.42% | −182−1.9% | Reduced |
| Fullerton Fund Management Co Ltd. | 9,374 | $5.48M | 0.23% | +1,021+12.2% | Added |
| Trium Capital LLP | 9,354 | $5.47M | 2.51% | −2,177−18.9% | Reduced |
| Compton Wealth Advisory Group, LLC | 9,309 | $5.44M | 1.37% | −95−1.0% | Reduced |
| Tranquility Partners, LLC | 9,275 | $5.42M | 1.97% | −41−0.4% | Reduced |
| SageView Advisory Group, LLC | 9,244 | $5.40M | 0.27% | −858−8.5% | Reduced |
| Beverly Hills Private Wealth, LLC | 9,240 | $5.40M | 1.09% | +25+0.3% | Added |
| Keebeck Wealth Management, LLC | 9,221 | $5.39M | 0.78% | −175−1.9% | Reduced |
| Archford Capital Strategies, LLC | 8,853 | $5.36M | 0.81% | +127+1.5% | Added |
| Inspire Trust Co, N.A. | 9,102 | $5.32M | 1.47% | +251+2.8% | Added |
| Ronald Blue Trust, Inc. | 10,429 | $5.31M | 0.07% | +3,429+49.0% | Added |
| GM Advisory Group, Inc. | 9,069 | $5.30M | 0.32% | −293−3.1% | Reduced |
| MMBG Investment Advisors Co. | 9,061 | $5.30M | 0.55% | −162−1.8% | Reduced |
| DeDora Capital, Inc. | 9,020 | $5.27M | 1.47% | +412+4.8% | Added |
| Graypoint LLC | 8,998 | $5.26M | 0.34% | +749+9.1% | Added |
| Secured Retirement Advisors, LLC | 8,997 | $5.26M | 3.79% | +111+1.2% | Added |
| HBW Advisory Services LLC | 8,945 | $5.23M | 0.76% | −486−5.2% | Reduced |
| Shorepoint Capital Partners LLC | 8,945 | $5.23M | 1.19% | +160+1.8% | Added |
| Thematics Asset Management | 8,940 | $5.23M | 0.21% | +409+4.8% | Added |
| Fortis Capital Management LLC | 8,920 | $5.22M | 1.05% | +357+4.2% | Added |
| Lindenwold Advisors | 8,907 | $5.21M | 2.62% | +37+0.4% | Added |
| Mechanics Bank Trust Department | 8,904 | $5.21M | 0.69% | −235−2.6% | Reduced |
| Bond & Devick Financial Network, Inc. | 8,890 | $5.20M | 2.22% | −204−2.2% | Reduced |
| Koshinski Asset Management, Inc. | 8,873 | $5.19M | 0.45% | −227−2.5% | Reduced |
| NBW Capital LLC | 8,871 | $5.19M | 0.98% | +39+0.4% | Added |
| Norden Group LLC | 8,850 | $5.18M | 0.61% | +2,770+45.6% | Added |
| South State Corp. | 8,805 | $5.15M | 0.35% | +252+2.9% | Added |
| Mitchell & Pahl Private Wealth, LLC | 8,787 | $5.14M | 2.39% | +564+6.9% | Added |
| Capital Insight Partners, LLC | 8,767 | $5.13M | 0.90% | +231+2.7% | Added |
| Belpointe Asset Management LLC | 8,761 | $5.12M | 0.31% | −140−1.6% | Reduced |
| Alcosta Capital Management, Inc. | 8,671 | $5.07M | 3.03% | +64+0.7% | Added |
| Constitution Capital LLC | 8,662 | $5.06M | 2.70% | −902−9.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 8,653 | $5.06M | 1.06% | +23+0.3% | Added |
| Berkshire Asset Management LLC | 9,913 | $5.05M | 0.26% | 00.0% | Unchanged |
| RDA Financial Network | 8,622 | $5.04M | 1.56% | −244−2.8% | Reduced |
| Kinneret Advisory, LLC | 8,607 | $5.03M | 0.46% | −113−1.3% | Reduced |
| Merit Financial Group, LLC | 8,587 | $5.02M | 0.11% | −3,825−30.8% | Reduced |
| Lincluden Management Ltd | 8,580 | $5.02M | 0.55% | +106+1.3% | Added |
| Cox Capital Mgt LLC | 8,581 | $5.02M | 3.00% | +1,313+18.1% | Added |
| De Burlo Group Inc | 8,535 | $4.99M | 0.61% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 8,527 | $4.99M | 0.20% | +667+8.5% | Added |
| Transcend Wealth Collective, LLC | 8,514 | $4.98M | 0.33% | −1,698−16.6% | Reduced |
| Clear Harbor Asset Management, LLC | 8,508 | $4.97M | 0.41% | +30.0% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 8,507 | $4.97M | 1.13% | −679−7.4% | Reduced |
| Legacy Wealth Management, LLC | 8,491 | $4.96M | 1.82% | −175−2.0% | Reduced |
| Stamos Capital Partners, L.P. | 8,490 | $4.96M | 1.17% | −3,610−29.8% | Reduced |
| Nomura Holdings Inc | 8,481 | $4.96M | 0.04% | −12,863−60.3% | Reduced |
| Pegasus Partners Ltd. | 8,442 | $4.94M | 0.46% | −695−7.6% | Reduced |
| Miracle Mile Advisors, LLC | 8,439 | $4.93M | 0.11% | −15,000−64.0% | Reduced |
| Mattson Financial Services, LLC | 9,688 | $4.93M | 1.77% | −70−0.7% | Reduced |
| Wambolt & Associates, LLC | 8,457 | $4.93M | 1.35% | +531+6.7% | Added |
| Citizens Business Bank | 8,408 | $4.92M | 0.99% | −171−2.0% | Reduced |
| Enterprise Bank & Trust Co | 8,383 | $4.90M | 1.58% | −399−4.5% | Reduced |
| MONECO Advisors, LLC | 8,376 | $4.90M | 0.61% | +40+0.5% | Added |
| Jackson Hole Capital Partners, LLC | 8,376 | $4.90M | 1.02% | −144−1.7% | Reduced |
| Moody Lynn & Lieberson, LLC | 8,351 | $4.88M | 0.30% | +358+4.5% | Added |
| Nicollet Investment Management, Inc. | 8,340 | $4.88M | 1.69% | +40+0.5% | Added |
| Boston Financial Mangement LLC | 8,336 | $4.87M | 0.15% | +87+1.1% | Added |
| New Hampshire Trust | 8,327 | $4.87M | 1.04% | −21−0.3% | Reduced |
| Scott & Selber, Inc. | 8,290 | $4.85M | 1.50% | −39−0.5% | Reduced |
| Lyell Wealth Management, LP | 8,281 | $4.84M | 0.44% | −275−3.2% | Reduced |
| Financial Advisory Service, Inc. | 8,259 | $4.83M | 0.38% | −1,046−11.2% | Reduced |
| Cascades Capital Asset Management, LLC | 8,203 | $4.80M | 2.64% | +8,203 | New |
| Diversify Advisory Services, LLC | 8,415 | $4.80M | 0.26% | −2,375−22.0% | Reduced |
| Fosun International Ltd | 8,201 | $4.79M | 1.58% | −217−2.6% | Reduced |
| Studio Investment Management LLC | 8,151 | $4.77M | 1.00% | +106+1.3% | Added |
| Icon Advisers Inc | 8,119 | $4.75M | 0.99% | −1,200−12.9% | Reduced |
| Optimum Investment Advisors | 8,109 | $4.74M | 2.05% | −335−4.0% | Reduced |
| Advocate Group LLC | 8,094 | $4.73M | 0.86% | +194+2.5% | Added |
| Parallax Volatility Advisers, L.P. | 8,091 | $4.73M | 0.12% | −1,254−13.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 8,071 | $4.72M | 0.45% | +204+2.6% | Added |
| Fidelis Capital Partners, LLC | 8,356 | $4.72M | 0.56% | +201+2.5% | Added |
| Signal Advisors Wealth, LLC | 8,064 | $4.72M | 0.68% | +8,064 | New |
| Notis-McConarty Edward | 8,062 | $4.71M | 2.13% | −674−7.7% | Reduced |
| Glassy Mountain Advisors, Inc. | 8,034 | $4.70M | 1.65% | +8,034 | New |
| Morton Community Bank | 8,029 | $4.69M | 1.23% | −153−1.9% | Reduced |
| Centric Wealth Management | 7,859 | $4.69M | 1.26% | +11+0.1% | Added |
| Becker Capital Management Inc | 8,016 | $4.69M | 0.15% | +6+0.1% | Added |
| Financial Partners Group, LLC | 8,013 | $4.68M | 1.76% | +25+0.3% | Added |
| Covenant Asset Management, LLC | 8,009 | $4.68M | 1.04% | −103−1.3% | Reduced |
| Alberta Investment Management Corp | 8,000 | $4.68M | 0.04% | +3,291+69.9% | Added |
| TFG Advisers LLC | 7,991 | $4.67M | 1.68% | −61−0.8% | Reduced |
| Shayne & Co., LLC | 7,984 | $4.67M | 1.17% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 9,134 | $4.65M | 0.56% | 00.0% | Unchanged |