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 |
|---|---|---|---|---|---|
| Naviter Wealth, LLC | 6,669 | $3.90M | 0.54% | −702−9.5% | Reduced |
| StoneX Group Inc. | 6,664 | $3.90M | 0.28% | −111−1.6% | Reduced |
| TrueMark Investments, LLC | 6,658 | $3.89M | 1.25% | +612+10.1% | Added |
| Vise Technologies, Inc. | 6,648 | $3.89M | 0.49% | +2,372+55.5% | Added |
| Martin Capital Partners, LLC | 6,639 | $3.88M | 1.92% | −2,294−25.7% | Reduced |
| Penserra Capital Management LLC | 6,629 | $3.87M | 0.08% | −352,371−98.2% | Reduced |
| Glen Eagle Advisors, LLC | 6,623 | $3.87M | 0.65% | −805−10.8% | Reduced |
| Symphony Financial, Ltd. Co. | 6,640 | $3.87M | 0.64% | +740+12.5% | Added |
| Brady Family Wealth, LLC | 6,616 | $3.87M | 1.16% | +220+3.4% | Added |
| Harbour Investments, Inc. | 6,599 | $3.86M | 0.12% | +263+4.2% | Added |
| Clarius Group, LLC | 6,612 | $3.85M | 0.27% | −138−2.0% | Reduced |
| Dover Advisors, LLC | 6,578 | $3.85M | 2.18% | −122−1.8% | Reduced |
| Capital Asset Advisory Services LLC | 6,583 | $3.83M | 0.19% | −76−1.1% | Reduced |
| Smithfield Trust Co | 6,500 | $3.81M | 0.19% | +110+1.7% | Added |
| KP Management LLC | 6,500 | $3.80M | 1.34% | 00.0% | Unchanged |
| David Loasby | 6,405 | $3.80M | 0.36% | +790+14.1% | Added |
| Signet Investment Advisory Group, Inc. | 6,487 | $3.79M | 1.90% | +145+2.3% | Added |
| PACK Private Wealth, LLC | 6,482 | $3.79M | 2.15% | −1,000−13.4% | Reduced |
| Royal Capital Wealth Management, LLC | 6,476 | $3.79M | 2.68% | −155−2.3% | Reduced |
| First Horizon Advisors, Inc. | 6,458 | $3.78M | 0.10% | +319+5.2% | Added |
| Westover Capital Advisors, LLC | 6,454 | $3.77M | 0.73% | −151−2.3% | Reduced |
| Modern Wealth Management, LLC | 6,451 | $3.77M | 0.23% | +382+6.3% | Added |
| B&L Asset Management LLC | 6,436 | $3.76M | 2.38% | +6,436 | New |
| L & S Advisors Inc | 6,425 | $3.76M | 0.39% | +333+5.5% | Added |
| Wexford Capital LP | 6,413 | $3.75M | 0.90% | −2,259−26.0% | Reduced |
| Simplicity Wealth,LLC | 6,413 | $3.75M | 0.35% | −37,306−85.3% | Reduced |
| Joseph Group Capital Management | 6,410 | $3.75M | 1.43% | −81−1.2% | Reduced |
| Insight Wealth Strategies, LLC | 6,392 | $3.74M | 0.49% | +50+0.8% | Added |
| DF Dent & Co Inc | 6,372 | $3.73M | 0.05% | 00.0% | Unchanged |
| M&R Capital Management Inc | 6,364 | $3.72M | 0.82% | −4−0.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 6,342 | $3.71M | 0.36% | −349−5.2% | Reduced |
| Guardian Wealth Advisors, LLC | 6,337 | $3.70M | 0.40% | +102+1.6% | Added |
| Investment Research & Advisory Group, Inc. | 6,324 | $3.70M | 1.57% | +108+1.7% | Added |
| Pensionfund Sabic | 6,300 | $3.68M | 1.15% | −1,500−19.2% | Reduced |
| Financial Advisory Partners, LLC | 6,273 | $3.67M | 1.22% | −142−2.2% | Reduced |
| Somerset Trust Co | 6,263 | $3.66M | 1.37% | −36−0.6% | Reduced |
| Rothschild Investment LLC | 6,253 | $3.66M | 0.24% | +309+5.2% | Added |
| Stevens Capital Management LP | 6,226 | $3.64M | 0.52% | +6,226 | New |
| Skopos Labs, Inc. | 6,212 | $3.63M | 1.19% | +691+12.5% | Added |
| Cinctive Capital Management LP | 6,189 | $3.62M | 0.21% | +6,189 | New |
| Rice Partnership, LLC | 6,185 | $3.62M | 0.73% | +799+14.8% | Added |
| Barings LLC | 6,160 | $3.60M | 0.08% | +154+2.6% | Added |
| Brown Miller Wealth Management, LLC | 6,136 | $3.59M | 1.39% | +64+1.1% | Added |
| PGGM Investments | 6,126 | $3.58M | 0.05% | +6,126 | New |
| Foster & Motley Inc | 6,089 | $3.56M | 0.23% | −288−4.5% | Reduced |
| LMR Partners LLP | 6,087 | $3.56M | 0.08% | +6,087 | New |
| Strategic Advisors LLC | 6,079 | $3.55M | 0.66% | −162−2.6% | Reduced |
| Confluence Wealth Services, Inc. | 6,079 | $3.55M | 0.26% | +1,128+22.8% | Added |
| Sepio Capital, LP | 6,068 | $3.55M | 0.28% | +246+4.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 6,067 | $3.55M | 0.48% | −5−0.1% | Reduced |
| Brasada Capital Management, LP | 5,970 | $3.54M | 0.62% | +290+5.1% | Added |
| Smartleaf Asset Management LLC | 6,068 | $3.53M | 0.43% | +2,204+57.0% | Added |
| Cassaday & Co Wealth Management LLC | 6,027 | $3.52M | 0.10% | −67−1.1% | Reduced |
| Fagan Associates, Inc. | 5,992 | $3.50M | 0.59% | +20+0.3% | Added |
| Fortis Group Advisors, LLC | 5,985 | $3.50M | 0.65% | −88−1.4% | Reduced |
| Alliance Wealth Advisors, LLC | 5,980 | $3.50M | 0.92% | +89+1.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,969 | $3.49M | 0.21% | −14,944−71.5% | Reduced |
| Affiance Financial, LLC | 5,962 | $3.49M | 0.85% | −6−0.1% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 5,952 | $3.48M | 1.47% | +4,795+414.4% | Added |
| Gryphon Financial Partners LLC | 5,948 | $3.48M | 0.47% | +93+1.6% | Added |
| Greenfield Savings Bank | 5,947 | $3.48M | 1.65% | −231−3.7% | Reduced |
| Gifford Fong Associates | 5,918 | $3.46M | 0.87% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 5,876 | $3.44M | 0.41% | +99+1.7% | Added |
| Renasant Bank | 5,875 | $3.43M | 2.26% | −214−3.5% | Reduced |
| Parkside Financial Bank & Trust | 5,864 | $3.43M | 0.48% | +321+5.8% | Added |
| Northside Capital Management, LLC | 5,863 | $3.43M | 0.54% | 00.0% | Unchanged |
| Rossmore Private Capital | 5,860 | $3.43M | 0.42% | −20−0.3% | Reduced |
| Regent Peak Wealth Advisors LLC | 5,852 | $3.42M | 0.79% | −598−9.3% | Reduced |
| Anderson Hoagland & Co | 5,777 | $3.42M | 0.35% | −151−2.5% | Reduced |
| CBOE Vest Financial, LLC | 5,839 | $3.41M | 0.07% | +3,667+168.8% | Added |
| Joel Isaacson & Co., LLC | 5,806 | $3.39M | 0.16% | −163−2.7% | Reduced |
| Globeflex Capital L P | 5,795 | $3.39M | 0.32% | 00.0% | Unchanged |
| Cunning Capital Partners, LP | 5,780 | $3.38M | 1.79% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 5,754 | $3.36M | 0.95% | +362+6.7% | Added |
| Perbak Capital Partners LLP | 5,748 | $3.36M | 2.36% | +1,178+25.8% | Added |
| Elmwood Wealth Management, Inc. | 5,723 | $3.35M | 1.38% | −85−1.5% | Reduced |
| Wealth Architects, LLC | 5,694 | $3.33M | 0.38% | +6+0.1% | Added |
| Sentinel Trust Co Lba | 5,690 | $3.33M | 0.38% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 5,679 | $3.32M | 0.52% | +322+6.0% | Added |
| Patten Group, Inc. | 5,679 | $3.32M | 0.74% | +139+2.5% | Added |
| Keel Point, LLC | 5,667 | $3.31M | 0.28% | +1,161+25.8% | Added |
| Cetera Trust Company, N.A | 5,665 | $3.31M | 2.03% | −170−2.9% | Reduced |
| Trust Co of Toledo NA | 5,654 | $3.31M | 0.45% | −21−0.4% | Reduced |
| Snider Financial Group | 5,642 | $3.30M | 1.21% | +11+0.2% | Added |
| AIMZ Investment Advisors, LLC | 5,631 | $3.29M | 1.12% | −14−0.2% | Reduced |
| Rehmann Capital Advisory Group | 5,619 | $3.29M | 0.21% | −102−1.8% | Reduced |
| Davidson Capital Management Inc. | 5,587 | $3.27M | 0.94% | −652−10.5% | Reduced |
| Axecap Investments, LLC | 5,554 | $3.25M | 2.46% | +5,554 | New |
| GTS Securities LLC | 5,551 | $3.25M | 0.07% | −20,896−79.0% | Reduced |
| Strategic Financial Services, Inc, | 5,533 | $3.24M | 0.19% | −76−1.4% | Reduced |
| Green Harvest Asset Management LLC | 5,531 | $3.23M | 0.07% | +55+1.0% | Added |
| Vestmark Advisory Solutions, Inc. | 5,520 | $3.23M | 0.12% | +654+13.4% | Added |
| Van Cleef Asset Management,Inc | 5,508 | $3.22M | 0.36% | +590+12.0% | Added |
| Legacy Financial Advisors, Inc. | 5,499 | $3.22M | 0.54% | +193+3.6% | Added |
| Kathmere Capital Management, LLC | 5,494 | $3.21M | 0.30% | +726+15.2% | Added |
| Platte River Wealth Advisors, LLC | 5,476 | $3.20M | 0.86% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 5,473 | $3.20M | 1.30% | +512+10.3% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,472 | $3.20M | 0.48% | +243+4.6% | Added |
| Stablepoint Partners, LLC | 5,455 | $3.19M | 0.58% | +54+1.0% | Added |
| Stonebrook Private Inc. | 5,453 | $3.19M | 0.84% | +2,879+111.8% | Added |