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 |
|---|---|---|---|---|---|
| Carret Asset Management, LLC | 7,955 | $4.65M | 0.50% | +810+11.3% | Added |
| Raab & Moskowitz Asset Management LLC | 7,923 | $4.63M | 1.17% | −65−0.8% | Reduced |
| Quest Investment Management LLC | 7,918 | $4.63M | 0.54% | −24,960−75.9% | Reduced |
| Belmont Capital, LLC | 7,916 | $4.63M | 0.77% | −881−10.0% | Reduced |
| CenterBook Partners LP | 7,899 | $4.62M | 0.28% | −12,204−60.7% | Reduced |
| Solidarilty Wealth, LLC | 7,899 | $4.62M | 1.25% | −1,868−19.1% | Reduced |
| Ninety One SA (PTY) Ltd | 7,864 | $4.60M | 1.00% | −13,062−62.4% | Reduced |
| Howard Capital Management Inc. | 7,860 | $4.60M | 0.08% | +7,860 | New |
| Family Legacy, Inc. | 7,825 | $4.57M | 1.52% | +75+1.0% | Added |
| Brevan Howard Capital Management LP | 7,822 | $4.57M | 0.22% | −37,817−82.9% | Reduced |
| Accredited Investors Inc. | 7,819 | $4.57M | 0.26% | −589−7.0% | Reduced |
| Synergy Financial Management, LLC | 7,770 | $4.54M | 0.69% | −16,550−68.1% | Reduced |
| Community Bank, N.A. | 7,768 | $4.54M | 0.57% | −659−7.8% | Reduced |
| Private Trust Co NA | 7,739 | $4.52M | 0.46% | −16−0.2% | Reduced |
| Vanderbilt University | 7,736 | $4.52M | 0.84% | −1,239−13.8% | Reduced |
| Edgestream Partners, L.P. | 7,734 | $4.52M | 0.20% | +7,734 | New |
| Te Ahumairangi Investment Management Ltd | 7,776 | $4.52M | 0.80% | −3,870−33.2% | Reduced |
| Spears Abacus Advisors LLC | 7,730 | $4.52M | 0.09% | −50−0.6% | Reduced |
| Whitford Management LLC | 7,725 | $4.52M | 2.57% | −2,135−21.7% | Reduced |
| Capital City Trust Co | 7,712 | $4.51M | 1.12% | +534+7.4% | Added |
| Liberty One Investment Management, LLC | 7,697 | $4.50M | 0.46% | +327+4.4% | Added |
| S&T Bank | 7,686 | $4.49M | 1.18% | −2,355−23.5% | Reduced |
| WealthShield Partners, LLC | 7,659 | $4.48M | 0.61% | +287+3.9% | Added |
| SevenBridge Financial Group, LLC | 7,130 | $4.46M | 0.86% | +211+3.0% | Added |
| Dempze Nancy E | 7,622 | $4.46M | 2.49% | +202+2.7% | Added |
| Harbour Investment Management LLC | 7,616 | $4.45M | 1.97% | −25−0.3% | Reduced |
| Moors & Cabot, Inc. | 7,604 | $4.45M | 0.22% | −198−2.5% | Reduced |
| Lineweaver Wealth Advisors, LLC | 7,591 | $4.44M | 0.85% | +287+3.9% | Added |
| Arrow Financial Corp | 7,595 | $4.44M | 0.41% | −142−1.8% | Reduced |
| AdvisorNet Financial, Inc | 7,592 | $4.44M | 0.33% | +977+14.8% | Added |
| Waterloo Capital, L.P. | 7,581 | $4.43M | 0.48% | −338−4.3% | Reduced |
| Second Half Financial Partners, LLC | 7,570 | $4.43M | 2.35% | −4,260−36.0% | Reduced |
| Principle Wealth Partners LLC | 7,562 | $4.42M | 0.31% | −38−0.5% | Reduced |
| Chemistry Wealth Management LLC | 7,548 | $4.41M | 1.06% | +248+3.4% | Added |
| Sweet Financial Partners, LLC | 7,487 | $4.38M | 0.95% | −216−2.8% | Reduced |
| Fairbanks Capital Management, Inc. | 7,476 | $4.37M | 2.75% | +415+5.9% | Added |
| Roanoke Asset Management Corp | 7,462 | $4.36M | 1.37% | +357+5.0% | Added |
| We Are One Seven, LLC | 7,445 | $4.35M | 0.19% | −2,261−23.3% | Reduced |
| Legacy Capital Wealth Partners, LLC | 7,422 | $4.34M | 0.87% | +3,475+88.0% | Added |
| Symmetry Investments LP | 7,408 | $4.33M | 0.92% | −4,100−35.6% | Reduced |
| Viawealth, LLC | 7,378 | $4.31M | 2.51% | −646−8.1% | Reduced |
| Portfolio Design Labs, LLC | 7,372 | $4.31M | 1.20% | −1,554−17.4% | Reduced |
| BFSG, LLC | 7,316 | $4.28M | 0.50% | −192−2.6% | Reduced |
| BDF-Gestion | 28,048 | $4.27M | 0.70% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 7,309 | $4.27M | 2.43% | −90−1.2% | Reduced |
| Concord Asset Management, LLC | 7,302 | $4.27M | 0.96% | +748+11.4% | Added |
| Sound View Wealth Advisors Group, LLC | 7,298 | $4.27M | 0.35% | +977+15.5% | Added |
| Channel Wealth LLC | 7,286 | $4.26M | 1.40% | −1,339−15.5% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,280 | $4.26M | 1.64% | −95−1.3% | Reduced |
| Wellington Shields Capital Management, LLC | 7,238 | $4.23M | 0.74% | +6+0.1% | Added |
| MPS Loria Financial Planners, LLC | 7,194 | $4.21M | 1.25% | +30+0.4% | Added |
| Delta Capital Management LLC | 7,190 | $4.20M | 2.42% | 00.0% | Unchanged |
| Bell Bank | 7,182 | $4.20M | 0.50% | −17−0.2% | Reduced |
| Valley Brook Capital Group | 7,149 | $4.18M | 3.00% | −135−1.9% | Reduced |
| Group One Trading, L.P. | 7,146 | $4.18M | 0.17% | −163,447−95.8% | Reduced |
| JB Capital LLC | 7,143 | $4.18M | 0.24% | +178+2.6% | Added |
| Pinnacle West Asset Management, Inc. | 7,130 | $4.17M | 2.99% | +55+0.8% | Added |
| Grove Bank & Trust | 7,129 | $4.17M | 0.62% | +195+2.8% | Added |
| Condor Capital Management | 7,121 | $4.16M | 0.37% | +50+0.7% | Added |
| Bensler, LLC | 7,078 | $4.14M | 0.52% | −67−0.9% | Reduced |
| Bey-Douglas LLC | 7,070 | $4.13M | 3.63% | −39−0.5% | Reduced |
| Concord Wealth Partners | 7,060 | $4.13M | 0.69% | +476+7.2% | Added |
| Birch Capital Management, LLC | 7,057 | $4.13M | 2.02% | −9−0.1% | Reduced |
| WMS Partners, LLC | 7,038 | $4.11M | 0.23% | +5,341+314.7% | Added |
| Piscataqua Savings Bank | 7,030 | $4.11M | 3.49% | −105−1.5% | Reduced |
| Elgethun Capital Management | 7,020 | $4.10M | 0.96% | −236−3.3% | Reduced |
| Alerus Financial NA | 7,011 | $4.10M | 0.30% | −246−3.4% | Reduced |
| Occidental Asset Management, LLC | 6,997 | $4.09M | 0.66% | +328+4.9% | Added |
| San Luis Wealth Advisors LLC | 6,991 | $4.09M | 0.84% | −834−10.7% | Reduced |
| Gunn & Co Investment Management, Inc. | 6,981 | $4.08M | 2.81% | −93,367−93.0% | Reduced |
| Accent Capital Management, LLC | 6,966 | $4.07M | 2.35% | −478−6.4% | Reduced |
| Clough Capital Partners L P | 6,965 | $4.07M | 0.42% | −19,785−74.0% | Reduced |
| Founders Financial Securities LLC | 6,959 | $4.07M | 0.38% | −349−4.8% | Reduced |
| Valmark Advisers, Inc. | 6,939 | $4.06M | 0.06% | −31−0.4% | Reduced |
| Banco de Sabadell, S.A | 6,914 | $4.05M | 3.03% | −229−3.2% | Reduced |
| BOK Financial Private Wealth, Inc. | 6,899 | $4.03M | 0.29% | −366−5.0% | Reduced |
| Buckingham Strategic Partners | 6,894 | $4.03M | 0.08% | +420+6.5% | Added |
| Flagship Harbor Advisors, LLC | 6,872 | $4.02M | 0.22% | +39+0.6% | Added |
| RiverPark Advisors, LLC | 6,871 | $4.02M | 3.28% | +198+3.0% | Added |
| Daymark Wealth Partners, LLC | 116,667 | $4.01M | 0.17% | −360.0% | Reduced |
| Shufro Rose & Co LLC | 7,855 | $4.00M | 0.33% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 6,829 | $3.99M | 0.36% | +3,342+95.8% | Added |
| Bollard Group LLC | 6,828 | $3.99M | 0.11% | +12+0.2% | Added |
| Atomi Financial Group, Inc. | 6,815 | $3.98M | 0.25% | −231−3.3% | Reduced |
| Templeton & Phillips Capital Management, LLC | 6,807 | $3.98M | 3.09% | −24−0.4% | Reduced |
| E Fund Management Co., Ltd. | 6,791 | $3.97M | 0.20% | +410+6.4% | Added |
| Avestar Capital, LLC | 6,786 | $3.97M | 0.43% | −132−1.9% | Reduced |
| Parisi Gray Wealth Management | 6,785 | $3.97M | 1.31% | +59+0.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,783 | $3.97M | 0.11% | +1,190+21.3% | Added |
| Forum Financial Management, LP | 6,771 | $3.96M | 0.07% | −17−0.3% | Reduced |
| Sugarloaf Wealth Management, LLC | 6,764 | $3.95M | 0.75% | +90+1.3% | Added |
| Nilsine Partners, LLC | 6,762 | $3.95M | 0.51% | +5+0.1% | Added |
| ClariVest Asset Management LLC | 7,755 | $3.95M | 0.40% | 00.0% | Unchanged |
| Paragon Advisors, LLC | 6,728 | $3.93M | 1.28% | −77−1.1% | Reduced |
| Berkshire Bank | 6,726 | $3.93M | 0.92% | +400+6.3% | Added |
| Harrell Investment Partners, LLC | 6,706 | $3.92M | 1.11% | −232−3.3% | Reduced |
| Kovack Advisors, Inc. | 6,695 | $3.91M | 0.41% | −77−1.1% | Reduced |
| Greenline Partners, LLC | 6,687 | $3.91M | 0.56% | −806−10.8% | Reduced |
| Costello Asset Management, INC | 6,685 | $3.91M | 2.61% | +37+0.6% | Added |
| Pathway Financial Advisers, LLC | 6,675 | $3.90M | 1.77% | −43−0.6% | Reduced |