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 |
|---|---|---|---|---|---|
| Inscription Capital, LLC | 5,441 | $3.18M | 0.47% | −294−5.1% | Reduced |
| Umpqua Bank | 5,441 | $3.18M | 1.16% | +29+0.5% | Added |
| Wealth Alliance | 5,426 | $3.17M | 0.38% | −122−2.2% | Reduced |
| Sheets Smith Wealth Management | 5,394 | $3.15M | 0.39% | +452+9.1% | Added |
| Centaurus Financial, Inc. | 5,391 | $3.15M | 0.20% | −952−15.0% | Reduced |
| Counterweight Ventures, LLC | 5,386 | $3.15M | 2.23% | +578+12.0% | Added |
| RB Capital Management, LLC | 5,381 | $3.15M | 0.74% | +22+0.4% | Added |
| Berry Wealth Group, LP | 5,365 | $3.14M | 2.25% | +4,071+314.6% | Added |
| Affinity Investment Advisors, LLC | 5,364 | $3.14M | 2.15% | +236+4.6% | Added |
| Manchester Capital Management LLC | 5,361 | $3.13M | 0.37% | +116+2.2% | Added |
| Wealthcare Advisory Partners LLC | 5,356 | $3.13M | 0.09% | −491−8.4% | Reduced |
| Hartford Funds Management Co LLC | 5,350 | $3.13M | 0.29% | −114−2.1% | Reduced |
| V-Square Quantitative Management LLC | 5,346 | $3.13M | 0.46% | +1,264+31.0% | Added |
| Mission Creek Capital Partners, Inc. | 5,326 | $3.11M | 0.72% | −105−1.9% | Reduced |
| Formidable Asset Management, LLC | 5,317 | $3.11M | 0.50% | −101−1.9% | Reduced |
| Country Club Bank | 5,305 | $3.09M | 0.21% | +258+5.1% | Added |
| ROI Financial Advisors, LLC | 5,247 | $3.07M | 2.12% | +65+1.3% | Added |
| Gladius Capital Management LP | 5,234 | $3.06M | 1.84% | −350−6.3% | Reduced |
| KKM Financial LLC | 5,233 | $3.06M | 1.51% | +259+5.2% | Added |
| Journey Strategic Wealth LLC | 5,228 | $3.06M | 0.11% | +1,142+27.9% | Added |
| Richwood Investment Advisors, LLC | 5,227 | $3.06M | 2.53% | −17−0.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 5,224 | $3.05M | 0.05% | −9−0.2% | Reduced |
| Sage Mountain Advisors LLC | 5,223 | $3.05M | 0.26% | +503+10.7% | Added |
| Harmony Asset Management LLC | 5,206 | $3.04M | 1.12% | −972−15.7% | Reduced |
| Red Cedar Investment Management, LLC | 5,195 | $3.04M | 0.39% | 00.0% | Unchanged |
| Boston Family Office LLC | 5,191 | $3.04M | 0.21% | +178+3.6% | Added |
| Waypoint Capital Advisors, LLC | 5,181 | $3.03M | 0.65% | +78+1.5% | Added |
| Chemung Canal Trust Co | 5,180 | $3.03M | 0.61% | +21+0.4% | Added |
| Summit Global Investments | 5,175 | $3.03M | 0.19% | −11,945−69.8% | Reduced |
| Proquility Private Wealth Partners, LLC | 5,173 | $3.02M | 0.97% | −2,054−28.4% | Reduced |
| Sentry Investment Management LLC | 5,167 | $3.02M | 1.27% | +453+9.6% | Added |
| Relyea Zuckerberg Hanson LLC | 5,138 | $3.00M | 0.46% | −295−5.4% | Reduced |
| Simon Quick Advisors, LLC | 5,134 | $3.00M | 0.19% | +1,415+38.0% | Added |
| Marion Wealth Management | 5,132 | $3.00M | 0.80% | +163+3.3% | Added |
| Mather Group, LLC. | 5,121 | $2.99M | 0.04% | −282−5.2% | Reduced |
| Blue Square Asset Management, LLC | 5,118 | $2.99M | 1.61% | +203+4.1% | Added |
| Circle Wealth Management, LLC | 5,105 | $2.98M | 0.07% | −145−2.8% | Reduced |
| Conscious Wealth Investments, LLC | 5,275 | $2.98M | 2.05% | +14+0.3% | Added |
| Wrapmanager Inc | 5,065 | $2.96M | 0.77% | −499−9.0% | Reduced |
| Ami Investment Management Inc | 5,061 | $2.96M | 1.00% | +99+2.0% | Added |
| Harfst & Associates, Inc. | 5,044 | $2.95M | 0.66% | −78−1.5% | Reduced |
| Welch & Forbes LLC | 5,038 | $2.95M | 0.04% | +218+4.5% | Added |
| Second Line Capital, LLC | 5,037 | $2.94M | 0.80% | +239+5.0% | Added |
| L.M. Kohn & Company | 5,037 | $2.94M | 0.75% | +81+1.6% | Added |
| Central Pacific Bank - Trust Division | 5,024 | $2.94M | 0.37% | −2,170−30.2% | Reduced |
| Apexium Financial, LP | 5,021 | $2.94M | 0.19% | −13−0.3% | Reduced |
| Magnus Financial Group LLC | 5,013 | $2.93M | 0.30% | +180+3.7% | Added |
| Arete Wealth Advisors, LLC | 5,001 | $2.92M | 0.25% | +79+1.6% | Added |
| Cottage Street Advisors LLC | 4,986 | $2.92M | 1.59% | −31−0.6% | Reduced |
| RBA Wealth Management, LLC | 4,984 | $2.91M | 1.12% | −6,957−58.3% | Reduced |
| Tealwood Asset Management Inc | 4,968 | $2.90M | 1.27% | +4,968 | New |
| Moser Wealth Advisors, LLC | 4,940 | $2.89M | 1.50% | −120−2.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 4,932 | $2.88M | 0.21% | +650+15.2% | Added |
| Ameliora Wealth Management Ltd. | 4,919 | $2.88M | 1.20% | +27+0.6% | Added |
| Summit Place Financial Advisors, LLC | 4,913 | $2.87M | 1.60% | +497+11.3% | Added |
| Eads & Heald Wealth Management | 4,902 | $2.87M | 1.36% | −321−6.1% | Reduced |
| Schear Investment Advisers, LLC | 4,896 | $2.86M | 1.77% | +544+12.5% | Added |
| Palumbo Wealth Management LLC | 4,877 | $2.85M | 1.11% | +107+2.2% | Added |
| North Star Investment Management Corp. | 4,853 | $2.84M | 0.20% | −36−0.7% | Reduced |
| Bigelow Investment Advisors, LLC | 4,848 | $2.83M | 1.26% | −120−2.4% | Reduced |
| Osprey Private Wealth LLC | 4,840 | $2.83M | 1.98% | +4,840 | New |
| Cidel Asset Management Inc | 4,804 | $2.81M | 0.20% | +64+1.4% | Added |
| Parsons Capital Management Inc | 4,801 | $2.81M | 0.18% | +81+1.7% | Added |
| Great Diamond Partners, LLC | 4,798 | $2.81M | 0.71% | −951−16.5% | Reduced |
| TrinityPoint Wealth, LLC | 4,775 | $2.79M | 0.40% | −70−1.4% | Reduced |
| Manhattan West Asset Management, LLC | 4,761 | $2.78M | 0.72% | +95+2.0% | Added |
| Dohj, LLC | 4,692 | $2.78M | 0.65% | −2,128−31.2% | Reduced |
| Hilltop National Bank | 4,745 | $2.77M | 0.84% | −9−0.2% | Reduced |
| Brown Financial Advisors | 4,742 | $2.77M | 1.14% | −949−16.7% | Reduced |
| Sargent Investment Group, LLC | 4,735 | $2.77M | 0.50% | +867+22.4% | Added |
| My Legacy Advisors, LLC | 4,734 | $2.77M | 1.09% | −676−12.5% | Reduced |
| Personal Cfo Solutions, LLC | 4,733 | $2.77M | 0.39% | +22+0.5% | Added |
| Interchange Capital Partners, LLC | 4,723 | $2.76M | 0.98% | −45−0.9% | Reduced |
| Aigen Investment Management, LP | 4,725 | $2.76M | 0.54% | +4,725 | New |
| Bay Rivers Group | 4,723 | $2.76M | 1.37% | −1,780−27.4% | Reduced |
| Orrstown Financial Services Inc | 4,721 | $2.76M | 0.82% | +1,767+59.8% | Added |
| BigSur Wealth Management LLC | 4,718 | $2.76M | 0.76% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 4,700 | $2.75M | 0.58% | +128+2.8% | Added |
| CNB Bank | 4,697 | $2.75M | 1.27% | −501−9.6% | Reduced |
| One Capital Management, LLC | 4,697 | $2.75M | 0.09% | +86+1.9% | Added |
| Court Place Advisors, LLC | 4,689 | $2.74M | 0.80% | −70−1.5% | Reduced |
| JNBA Financial Advisors | 4,686 | $2.74M | 0.28% | +20+0.4% | Added |
| Cahill Financial Advisors Inc | 4,676 | $2.73M | 0.37% | +270+6.1% | Added |
| Sierra Capital LLC | 4,663 | $2.73M | 0.33% | +616+15.2% | Added |
| Chesapeake Wealth Management | 4,653 | $2.72M | 0.93% | −138−2.9% | Reduced |
| Harvey Investment Co LLC | 4,651 | $2.72M | 0.31% | 00.0% | Unchanged |
| WP Advisors, LLC | 4,628 | $2.71M | 0.99% | −255−5.2% | Reduced |
| Everhart Financial Group, Inc. | 4,628 | $2.71M | 0.60% | +754+19.5% | Added |
| Marcum Wealth, LLC | 4,625 | $2.70M | 0.25% | −259−5.3% | Reduced |
| Fielder Capital Group LLC | 4,615 | $2.70M | 0.89% | +18+0.4% | Added |
| Paralel Advisors LLC | 4,615 | $2.70M | 0.12% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 4,614 | $2.70M | 1.00% | −163−3.4% | Reduced |
| Means Investment Co., Inc. | 4,600 | $2.69M | 0.30% | −29−0.6% | Reduced |
| Quadcap Wealth Management, LLC | 4,589 | $2.68M | 0.42% | −776−14.5% | Reduced |
| Gsa Capital Partners LLP | 4,582 | $2.68M | 0.20% | −1,836−28.6% | Reduced |
| Payden & Rygel | 4,580 | $2.68M | 0.21% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 4,575 | $2.67M | 0.88% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 4,574 | $2.67M | 0.40% | +195+4.5% | Added |
| Boomfish Wealth Group, LLC | 4,567 | $2.67M | 1.64% | −217−4.5% | Reduced |
| Capital Management Associates, Inc | 4,552 | $2.66M | 1.09% | +452+11.0% | Added |