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 |
|---|---|---|---|---|---|
| Greater Midwest Financial Group, LLC | 4,546 | $2.66M | 1.56% | +36+0.8% | Added |
| Hartford Financial Management Inc. | 4,537 | $2.65M | 0.54% | −645−12.4% | Reduced |
| Opal Wealth Advisors, LLC | 4,535 | $2.65M | 0.83% | +710+18.6% | Added |
| Finivi Inc. | 4,526 | $2.65M | 2.14% | −341−7.0% | Reduced |
| Applied Capital LLC | 4,514 | $2.64M | 2.06% | −101−2.2% | Reduced |
| SilverOak Wealth Management LLC | 4,513 | $2.64M | 0.59% | −13−0.3% | Reduced |
| LM Advisors LLC | 4,488 | $2.62M | 0.53% | −415−8.5% | Reduced |
| RFG Advisory, LLC | 4,485 | $2.62M | 0.08% | −403−8.2% | Reduced |
| Aspiriant, LLC | 4,482 | $2.62M | 0.10% | +174+4.0% | Added |
| Next Century Growth Investors LLC | 4,479 | $2.62M | 0.21% | −354−7.3% | Reduced |
| Catalyst Financial Partners LLC | 4,464 | $2.61M | 0.51% | +139+3.2% | Added |
| Canandaigua National Bank & Trust Co | 4,459 | $2.61M | 0.25% | −197−4.2% | Reduced |
| Oakworth Capital, Inc. | 4,458 | $2.61M | 0.18% | +472+11.8% | Added |
| Trueblood Wealth Management, LLC | 4,455 | $2.60M | 1.31% | −39−0.9% | Reduced |
| Canopy Partners, LLC | 4,450 | $2.60M | 1.12% | +81+1.9% | Added |
| Okabena Investment Services Inc | 4,440 | $2.60M | 0.73% | −1,281−22.4% | Reduced |
| MeadowBrook Investment Advisors LLC | 4,440 | $2.60M | 2.34% | −467−9.5% | Reduced |
| PDS Planning, Inc | 4,435 | $2.59M | 0.23% | −388−8.0% | Reduced |
| Park Place Capital Corp | 4,428 | $2.59M | 0.74% | +177+4.2% | Added |
| Consilium Wealth Advisory, LLC | 4,426 | $2.59M | 1.41% | +464+11.7% | Added |
| Wealth Effects LLC | 4,426 | $2.59M | 0.91% | −10.0% | Reduced |
| Eqis Capital Management, Inc. | 4,416 | $2.58M | 0.21% | −691−13.5% | Reduced |
| Oak Asset Management, LLC | 4,414 | $2.58M | 0.91% | −200−4.3% | Reduced |
| Trust Point Inc. | 4,409 | $2.58M | 0.19% | +194+4.6% | Added |
| Prosperitas Financial LLC | 4,403 | $2.57M | 1.39% | +341+8.4% | Added |
| Aries Wealth Management | 4,401 | $2.57M | 0.71% | +451+11.4% | Added |
| CFM Wealth Partners LLC | 4,396 | $2.57M | 0.45% | +997+29.3% | Added |
| Cape Ann Savings Bank | 4,395 | $2.57M | 1.49% | −125−2.8% | Reduced |
| Gilliland Jeter Wealth Management LLC | 4,395 | $2.57M | 0.83% | −16−0.4% | Reduced |
| Monte Financial Group, LLC | 4,387 | $2.57M | 1.06% | −483−9.9% | Reduced |
| Sterling Investment Management, Inc. | 4,381 | $2.56M | 1.94% | −275−5.9% | Reduced |
| Voya Financial Advisors, Inc. | 4,399 | $2.56M | 0.28% | −272−5.8% | Reduced |
| First National Advisers, LLC | 4,377 | $2.56M | 0.41% | −323−6.9% | Reduced |
| First Business Financial Services, Inc. | 4,370 | $2.56M | 0.26% | +127+3.0% | Added |
| Tyche Wealth Partners LLC | 4,365 | $2.55M | 0.58% | +90+2.1% | Added |
| LaFleur & Godfrey LLC | 4,357 | $2.55M | 0.35% | −57−1.3% | Reduced |
| Moss Adams Wealth Advisors LLC | 4,320 | $2.53M | 0.28% | +394+10.0% | Added |
| Northcape Wealth Management, LLC | 4,308 | $2.52M | 0.82% | +31+0.7% | Added |
| Accretive Wealth Partners, LLC | 4,307 | $2.52M | 1.05% | −202−4.5% | Reduced |
| Legato Capital Management LLC | 4,293 | $2.51M | 0.31% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 4,282 | $2.50M | 1.16% | +3,794+777.5% | Added |
| Advisory Alpha, LLC | 4,280 | $2.50M | 0.09% | −135−3.1% | Reduced |
| Ted Buchan & Co | 4,278 | $2.50M | 1.19% | +845+24.6% | Added |
| CIC Wealth, LLC | 4,274 | $2.50M | 0.65% | −133−3.0% | Reduced |
| Cooper Financial Group | 4,272 | $2.50M | 0.32% | +1,541+56.4% | Added |
| Mayflower Financial Advisors, LLC | 4,272 | $2.50M | 0.38% | +64+1.5% | Added |
| Bank of Hawaii | 4,263 | $2.49M | 0.10% | +2,213+108.0% | Added |
| Financial Advocates Investment Management | 4,253 | $2.49M | 0.14% | −128−2.9% | Reduced |
| Fairfield Financial Advisors, LTD | 4,251 | $2.49M | 0.85% | −58−1.3% | Reduced |
| Romano Brothers and Company | 4,236 | $2.48M | 0.31% | +58+1.4% | Added |
| Hardy Reed LLC | 4,233 | $2.47M | 0.22% | +9+0.2% | Added |
| Palouse Capital Management, Inc. | 4,227 | $2.47M | 1.56% | −525−11.0% | Reduced |
| Beaumont Financial Advisors, LLC | 4,226 | $2.47M | 0.19% | −143−3.3% | Reduced |
| Left Brain Wealth Management, LLC | 4,219 | $2.47M | 1.15% | +42+1.0% | Added |
| Empire Financial Management Company, LLC | 4,216 | $2.47M | 0.76% | +37+0.9% | Added |
| Horizon Investment Services, LLC | 4,210 | $2.46M | 1.05% | −26−0.6% | Reduced |
| Criterion Capital Advisors, LLC | 4,833 | $2.46M | 1.55% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 4,204 | $2.46M | 0.08% | −14,535−77.6% | Reduced |
| Weaver Capital Management LLC | 4,201 | $2.46M | 0.74% | −242−5.4% | Reduced |
| Nwam LLC | 4,198 | $2.45M | 0.15% | +1,336+46.7% | Added |
| Secure Asset Management, LLC | 4,197 | $2.45M | 0.41% | +124+3.0% | Added |
| Revolve Wealth Partners, LLC | 4,195 | $2.45M | 0.37% | +242+6.1% | Added |
| IFG Advisory, LLC | 4,192 | $2.45M | 0.16% | −80−1.9% | Reduced |
| Oak Associates, Ltd | 4,169 | $2.44M | 0.16% | 00.0% | Unchanged |
| Courier Capital LLC | 4,161 | $2.43M | 0.17% | +2,912+233.1% | Added |
| Financial Perspectives, Inc | 4,159 | $2.43M | 0.84% | −140−3.3% | Reduced |
| Freedom Day Solutions, LLC | 4,158 | $2.43M | 0.76% | −33−0.8% | Reduced |
| Aaron Wealth Advisors | 4,150 | $2.43M | 0.29% | +661+18.9% | Added |
| West Family Investments, Inc. | 4,139 | $2.42M | 0.82% | −8,595−67.5% | Reduced |
| Triangle Securities Wealth Management | 4,120 | $2.41M | 0.62% | −51−1.2% | Reduced |
| 9258 Wealth Management, LLC | 4,120 | $2.41M | 0.36% | −68−1.6% | Reduced |
| Quent Capital, LLC | 4,110 | $2.40M | 0.24% | +102+2.5% | Added |
| Frisch Financial Group, Inc. | 4,097 | $2.40M | 0.72% | −112−2.7% | Reduced |
| Prestige Wealth Management Group LLC | 4,094 | $2.39M | 0.50% | −12−0.3% | Reduced |
| Oarsman Capital, Inc. | 4,094 | $2.39M | 0.44% | +173+4.4% | Added |
| Napa Wealth Management | 4,092 | $2.39M | 1.13% | +4,092 | New |
| Platform Technology Partners | 4,087 | $2.39M | 0.75% | −9−0.2% | Reduced |
| Mason & Associates Inc | 4,084 | $2.39M | 0.60% | −22−0.5% | Reduced |
| Lawson Kroeker Investment Management Inc | 4,081 | $2.39M | 0.43% | −35−0.9% | Reduced |
| Vista Investment Management | 4,070 | $2.38M | 0.90% | −69−1.7% | Reduced |
| NVWM, LLC | 4,065 | $2.38M | 0.60% | −28−0.7% | Reduced |
| FWL Investment Management, LLC | 4,058 | $2.37M | 0.91% | +3,846+1,814.2% | Added |
| Highview Capital Management LLC | 4,055 | $2.37M | 0.96% | +120+3.0% | Added |
| Retirement Guys Formula LLC | 4,055 | $2.37M | 1.10% | −42−1.0% | Reduced |
| Herold Advisors, Inc. | 4,053 | $2.37M | 0.51% | −111−2.7% | Reduced |
| Ellenbecker Investment Group | 4,053 | $2.37M | 0.45% | −249−5.8% | Reduced |
| Optas, LLC | 4,031 | $2.36M | 0.54% | +37+0.9% | Added |
| Vista Finance, LLC | 4,019 | $2.35M | 3.18% | −170−4.1% | Reduced |
| Murphy Pohlad Asset Management LLC | 4,010 | $2.34M | 0.97% | −2,099−34.4% | Reduced |
| IMA Wealth, Inc. | 4,004 | $2.34M | 0.51% | −47−1.2% | Reduced |
| Ally Financial Inc. | 4,000 | $2.34M | 0.28% | −18,000−81.8% | Reduced |
| Catalina Capital Group, LLC | 3,974 | $2.32M | 0.79% | +594+17.6% | Added |
| First Nebraska Trust Co | 3,962 | $2.32M | 0.23% | 00.0% | Unchanged |
| Scharf Investments, LLC | 3,954 | $2.31M | 0.06% | +65+1.7% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 3,940 | $2.30M | 0.84% | −52−1.3% | Reduced |
| MGB Wealth Management, LLC | 3,950 | $2.30M | 0.84% | −10.0% | Reduced |
| Stableford Capital II LLC | 3,834 | $2.29M | 0.92% | −318−7.7% | Reduced |
| DT Investment Partners, LLC | 3,918 | $2.29M | 0.19% | +143+3.8% | Added |
| Creegan & Nassoura Financial Group, LLC | 3,905 | $2.28M | 1.44% | −130−3.2% | Reduced |
| SWS Partners | 3,899 | $2.28M | 0.73% | −333−7.9% | Reduced |