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 |
|---|---|---|---|---|---|
| Wellington Wealth Strategies, LLC. | 4,019 | $2.27M | 1.72% | +4,019 | New |
| Crestwood Advisors Group LLC | 3,878 | $2.27M | 0.04% | +831+27.3% | Added |
| Geller Advisors LLC | 3,869 | $2.26M | 0.16% | −1,061−21.5% | Reduced |
| Morris Retirement Advisors, LLC | 3,858 | $2.26M | 1.23% | −403−9.5% | Reduced |
| Brophy Wealth Management, LLC | 3,855 | $2.25M | 0.81% | +3,855 | New |
| Menard Financial Group LLC | 3,852 | $2.25M | 1.48% | +9+0.2% | Added |
| Trustmark National Bank Trust Department | 3,844 | $2.25M | 0.17% | +1,816+89.5% | Added |
| Concentric Capital Strategies, LP | 3,843 | $2.25M | 0.14% | +1,101+40.2% | Added |
| Strategic Blueprint, LLC | 3,842 | $2.25M | 0.14% | −158−4.0% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 3,811 | $2.23M | 1.44% | +5+0.1% | Added |
| Ahl Investment Management, Inc. | 3,809 | $2.23M | 1.54% | −175−4.4% | Reduced |
| Key Financial Inc | 3,808 | $2.23M | 0.49% | +11+0.3% | Added |
| Quotient Wealth Partners, LLC | 3,808 | $2.23M | 0.07% | +274+7.8% | Added |
| Fiduciary Family Office, LLC | 3,806 | $2.23M | 0.73% | +792+26.3% | Added |
| Capital Investment Advisory Services, LLC | 3,793 | $2.22M | 0.21% | +53+1.4% | Added |
| Delta Financial Advisors LLC | 3,783 | $2.21M | 0.80% | +157+4.3% | Added |
| Sierra Summit Advisors LLC | 3,783 | $2.21M | 0.51% | +469+14.2% | Added |
| Linden Thomas Advisory Services, LLC | 3,779 | $2.21M | 0.30% | +514+15.7% | Added |
| US Asset Management LLC | 3,643 | $2.21M | 1.95% | −28−0.8% | Reduced |
| Stokes Family Office, LLC | 3,771 | $2.20M | 0.24% | −65−1.7% | Reduced |
| Certified Advisory Corp | 3,756 | $2.20M | 0.24% | −133−3.4% | Reduced |
| Maxwell Wealth Strategies Inc. | 3,872 | $2.20M | 0.93% | +804+26.2% | Added |
| FSM Wealth Advisors, LLC | 3,754 | $2.19M | 0.58% | +326+9.5% | Added |
| Jacobi Capital Management LLC | 3,747 | $2.19M | 0.17% | +187+5.3% | Added |
| Money Concepts Capital Corp | 3,746 | $2.19M | 0.17% | +235+6.7% | Added |
| Goepper Burkhardt LLC | 3,742 | $2.19M | 0.90% | 00.0% | Unchanged |
| Decatur Capital Management, Inc. | 3,739 | $2.19M | 1.01% | −3,340−47.2% | Reduced |
| IAM Advisory, LLC | 3,731 | $2.18M | 0.55% | +44+1.2% | Added |
| MWA Asset Management | 3,716 | $2.17M | 1.44% | +69+1.9% | Added |
| BCGM Wealth Management, LLC | 3,715 | $2.17M | 0.70% | +100+2.8% | Added |
| Willner & Heller, LLC | 3,710 | $2.17M | 1.93% | +13+0.4% | Added |
| Sterling Investment Counsel, LLC | 3,708 | $2.17M | 0.77% | +255+7.4% | Added |
| Fiduciary Group LLC | 3,701 | $2.16M | 0.22% | +6+0.2% | Added |
| ZWJ Investment Counsel Inc | 3,700 | $2.16M | 0.09% | +10.0% | Added |
| HMS Capital Management, LLC | 3,691 | $2.16M | 1.06% | +224+6.5% | Added |
| Avantax Planning Partners, Inc. | 3,685 | $2.15M | 0.08% | −2,089−36.2% | Reduced |
| Emprise Bank | 3,680 | $2.15M | 1.24% | −151−3.9% | Reduced |
| Hartline Investment Corp | 3,680 | $2.15M | 0.27% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 3,676 | $2.15M | 0.30% | −92−2.4% | Reduced |
| Southern Capital Advisors, LLC | 3,672 | $2.15M | 1.21% | +3,250+770.1% | Added |
| Continuum Advisory, LLC | 3,618 | $2.15M | 0.27% | +208+6.1% | Added |
| Peterson Wealth Services | 3,670 | $2.15M | 0.69% | +2,773+309.1% | Added |
| Net Worth Advisory Group | 3,663 | $2.14M | 0.64% | +3,663 | New |
| Leonteq Securities AG | 3,654 | $2.14M | 0.25% | −41−1.1% | Reduced |
| Tilia Fiduciary Partners, Inc. | 3,650 | $2.13M | 1.48% | +194+5.6% | Added |
| Smith, Salley & Associates | 3,643 | $2.13M | 0.14% | +892+32.4% | Added |
| Signature Wealth Management Group | 3,627 | $2.12M | 0.85% | +142+4.1% | Added |
| IMS Capital Management | 3,626 | $2.12M | 0.95% | +25+0.7% | Added |
| Townsend & Associates, Inc | 3,752 | $2.12M | 0.22% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 3,623 | $2.12M | 0.21% | −4,524−55.5% | Reduced |
| Rede Wealth, LLC | 3,619 | $2.12M | 0.81% | −115−3.1% | Reduced |
| Accurate Wealth Management, LLC | 3,776 | $2.11M | 0.42% | −3,312−46.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 3,608 | $2.11M | 0.02% | −6,860−65.5% | Reduced |
| Ellevest, Inc. | 3,603 | $2.11M | 0.12% | +529+17.2% | Added |
| Prairie Wealth Advisors, Inc. | 3,595 | $2.10M | 1.04% | +146+4.2% | Added |
| Pettee Investors, Inc. | 3,587 | $2.10M | 1.02% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 3,572 | $2.09M | 0.05% | −897−20.1% | Reduced |
| One Wealth Advisors, LLC | 3,568 | $2.09M | 0.32% | −19−0.5% | Reduced |
| Walter & Keenan Financial Consulting Co | 3,567 | $2.09M | 0.63% | −100−2.7% | Reduced |
| Shum Financial Group, Inc. | 3,675 | $2.08M | 1.74% | +3,675 | New |
| Ramirez Asset Management, Inc. | 3,559 | $2.08M | 0.40% | 00.0% | Unchanged |
| JSF Financial, LLC | 3,558 | $2.08M | 0.61% | +1,356+61.6% | Added |
| Paulson Wealth Management Inc. | 3,551 | $2.08M | 0.56% | −50−1.4% | Reduced |
| Dorchester Wealth Management Co | 3,534 | $2.07M | 0.38% | −2,127−37.6% | Reduced |
| Advisor OS, LLC | 3,524 | $2.06M | 0.21% | +278+8.6% | Added |
| Hudson Canyon Capital Management | 3,518 | $2.06M | 1.33% | 00.0% | Unchanged |
| Central Valley Advisors, LLC | 3,514 | $2.05M | 1.16% | +47+1.4% | Added |
| Prossimo Advisors, LLC | 3,503 | $2.05M | 1.50% | +66+1.9% | Added |
| KPP Advisory Services LLC | 3,502 | $2.05M | 0.49% | +42+1.2% | Added |
| Harbert Fund Advisors, Inc. | 3,500 | $2.05M | 1.65% | +2,000+133.3% | Added |
| Astoria Portfolio Advisors LLC. | 3,422 | $2.05M | 0.70% | +71+2.1% | Added |
| JFS Wealth Advisors, LLC | 3,499 | $2.05M | 0.14% | +2,832+424.6% | Added |
| LSV Asset Management | 3,500 | $2.05M | 0.00% | −29,500−89.4% | Reduced |
| James J. Burns & Company, LLC | 3,495 | $2.04M | 0.37% | +13+0.4% | Added |
| ORBA Wealth Advisors, L.L.C. | 3,482 | $2.04M | 1.03% | +37+1.1% | Added |
| Cobblestone Capital Advisors LLC | 3,476 | $2.03M | 0.11% | +33+1.0% | Added |
| Teza Capital Management LLC | 3,474 | $2.03M | 0.22% | +2,519+263.8% | Added |
| Stratos Wealth Advisors, LLC | 3,450 | $2.02M | 0.09% | −36−1.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,583 | $2.01M | 0.02% | +36+1.0% | Added |
| SeaBridge Investment Advisors LLC | 3,435 | $2.01M | 0.49% | +3,435 | New |
| Evernest Financial Advisors, LLC | 3,431 | $2.01M | 0.54% | −84−2.4% | Reduced |
| KC Investment Advisors, LLC | 3,428 | $2.00M | 0.84% | +120+3.6% | Added |
| Golden State Equity Partners | 3,427 | $2.00M | 0.31% | +355+11.6% | Added |
| Unique Wealth, LLC | 3,427 | $2.00M | 0.46% | +194+6.0% | Added |
| Oxford Wealth Group, LLC | 3,419 | $2.00M | 1.63% | −1,837−35.0% | Reduced |
| Transatlantique Private Wealth LLC | 3,417 | $2.00M | 0.77% | +823+31.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,416 | $2.00M | 0.27% | −81−2.3% | Reduced |
| Ninety One North America, Inc. | 3,415 | $2.00M | 0.14% | +3,415 | New |
| Matrix Trust Co | 3,409 | $1.99M | 0.37% | +57+1.7% | Added |
| Northeast Financial Group, Inc. | 3,403 | $1.99M | 0.77% | −1,043−23.5% | Reduced |
| Callan Family Office, LLC | 3,398 | $1.99M | 0.33% | +963+39.5% | Added |
| Cullen Investment Group, Ltd. | 3,391 | $1.98M | 0.30% | +60+1.8% | Added |
| Zullo Investment Group, Inc. | 3,388 | $1.98M | 0.82% | +37+1.1% | Added |
| RMR Wealth Builders | 3,387 | $1.98M | 0.21% | −144−4.1% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 3,383 | $1.98M | 0.79% | +1,175+53.2% | Added |
| Commons Capital, LLC | 3,383 | $1.98M | 2.18% | −387−10.3% | Reduced |
| Investment Advisory Services Inc | 3,378 | $1.98M | 0.70% | +207+6.5% | Added |
| Prelude Capital Management, LLC | 3,373 | $1.97M | 0.15% | −1,846−35.4% | Reduced |
| Hunter Associates Investment Management LLC | 3,372 | $1.97M | 0.31% | 00.0% | Unchanged |
| Diversified, LLC | 3,352 | $1.96M | 0.22% | −32−0.9% | Reduced |