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 |
|---|---|---|---|---|---|
| Diversified Enterprises, LLC | 3,352 | $1.96M | 0.22% | +3,352 | New |
| Benchmark Investment Advisors LLC | 3,346 | $1.96M | 1.39% | +67+2.0% | Added |
| Alta Wealth Advisors LLC | 3,331 | $1.95M | 0.89% | −26−0.8% | Reduced |
| Defined Wealth Management, LLC | 3,331 | $1.95M | 1.26% | −10.0% | Reduced |
| Savvy Advisors, Inc. | 3,312 | $1.94M | 0.39% | +1,724+108.6% | Added |
| Trust Investment Advisors | 3,311 | $1.94M | 1.23% | −19−0.6% | Reduced |
| Two Sigma Investments, LP | 3,300 | $1.93M | 0.00% | −3,054−48.1% | Reduced |
| CSU Producer Resources, Inc. | 3,300 | $1.93M | 6.14% | 00.0% | Unchanged |
| Alpha DNA Investment Management LLC | 3,300 | $1.93M | 1.06% | +1,144+53.1% | Added |
| Kirtland Hills Capital Management, LLC | 3,297 | $1.93M | 1.06% | −131−3.8% | Reduced |
| Groesbeck Investment Management Corp | 3,296 | $1.93M | 2.83% | −700−17.5% | Reduced |
| Alera Investment Advisors, LLC | 3,287 | $1.92M | 0.23% | +338+11.5% | Added |
| Northern Financial Advisors Inc | 3,285 | $1.92M | 1.46% | +115+3.6% | Added |
| Buckley Wealth Management, LLC | 3,276 | $1.92M | 0.59% | +63+2.0% | Added |
| Wall Street Access Asset Management, LLC | 3,272 | $1.91M | 0.73% | −15−0.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,264 | $1.91M | 0.53% | +199+6.5% | Added |
| Ambassador Advisors, LLC | 3,256 | $1.90M | 0.33% | −146−4.3% | Reduced |
| GoalVest Advisory LLC | 3,248 | $1.90M | 0.55% | +124+4.0% | Added |
| BKD Wealth Advisors, LLC | 3,245 | $1.90M | 0.04% | +168+5.5% | Added |
| Signature Estate & Investment Advisors LLC | 3,236 | $1.89M | 0.04% | −532−14.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,228 | $1.89M | 0.69% | −169−5.0% | Reduced |
| OneAscent Financial Services LLC | 3,228 | $1.89M | 1.36% | +10+0.3% | Added |
| Laraway Financial Inc | 3,223 | $1.88M | 1.50% | +10.0% | Added |
| Gamco Investors, Inc. Et Al | 3,219 | $1.88M | 0.02% | −230−6.7% | Reduced |
| Correct Capital Wealth Management | 3,219 | $1.88M | 0.42% | +1,133+54.3% | Added |
| Cornerstone Advisory, LLC | 3,207 | $1.88M | 0.25% | −206−6.0% | Reduced |
| Aviance Capital Partners, LLC | 3,200 | $1.87M | 0.25% | −49−1.5% | Reduced |
| KLCM Advisors, Inc. | 3,193 | $1.87M | 0.22% | −292−8.4% | Reduced |
| Ethos Financial Group, LLC | 3,186 | $1.86M | 0.31% | +700+28.2% | Added |
| MRP Capital Investments, LLC | 3,173 | $1.86M | 1.77% | −132−4.0% | Reduced |
| Pictet Bank & Trust Ltd | 3,170 | $1.85M | 1.88% | −130−3.9% | Reduced |
| Lee Financial Co | 3,164 | $1.85M | 0.26% | +426+15.6% | Added |
| SeaCrest Wealth Management, LLC | 3,152 | $1.84M | 0.20% | −17−0.5% | Reduced |
| Enclave Advisors LLC | 3,148 | $1.84M | 0.31% | +3,148 | New |
| Missouri Trust & Investment Co | 3,141 | $1.84M | 0.64% | −35−1.1% | Reduced |
| Ellis Investment Partners, LLC | 3,141 | $1.84M | 0.36% | +26+0.8% | Added |
| Strategic Investment Advisors | 3,140 | $1.84M | 0.20% | −349−10.0% | Reduced |
| Avidian Wealth Solutions, LLC | 3,122 | $1.83M | 0.08% | −74−2.3% | Reduced |
| Mechanics Financial Corp | 3,121 | $1.82M | 0.80% | −57−1.8% | Reduced |
| Westbourne Investment Advisors, Inc. | 3,120 | $1.82M | 0.64% | −6−0.2% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 3,120 | $1.82M | 0.07% | +1,058+51.3% | Added |
| Maia Wealth LLC | 3,248 | $1.82M | 0.45% | +350+12.1% | Added |
| Samalin Investment Counsel, LLC | 3,112 | $1.82M | 0.79% | −56−1.8% | Reduced |
| Y.D. More Investments Ltd | 3,108 | $1.82M | 0.19% | +1,620+108.9% | Added |
| CRA Financial Services, LLC | 3,107 | $1.82M | 0.33% | −19−0.6% | Reduced |
| Financial Network Wealth Management LLC | 3,100 | $1.81M | 0.65% | +79+2.6% | Added |
| Ar Asset Management Inc | 3,090 | $1.81M | 0.40% | 00.0% | Unchanged |
| Doliver Advisors, LP | 3,088 | $1.81M | 0.50% | −313−9.2% | Reduced |
| Bowman & Co S.C. | 3,075 | $1.80M | 0.95% | +1,430+86.9% | Added |
| Mendel Money Management | 3,080 | $1.80M | 0.78% | −113−3.5% | Reduced |
| Hilltop Partners LLC | 3,071 | $1.80M | 0.60% | −17−0.6% | Reduced |
| Mainstream Capital Management LLC | 3,070 | $1.79M | 1.53% | +3,070 | New |
| Westhampton Capital, LLC | 3,069 | $1.79M | 0.91% | +10+0.3% | Added |
| BTG Pactual Asset Management US LLC | 3,064 | $1.79M | 0.26% | +28+0.9% | Added |
| Summit X, LLC | 3,516 | $1.79M | 0.44% | −46−1.3% | Reduced |
| Blueprint Investment Partners LLC | 3,058 | $1.79M | 0.32% | +2,417+377.1% | Added |
| Gen-Wealth Partners Inc | 3,175 | $1.79M | 0.78% | +407+14.7% | Added |
| Altman Advisors, Inc. | 3,056 | $1.79M | 0.80% | +3,056 | New |
| Yarbrough Capital, LLC | 3,043 | $1.78M | 0.07% | 00.0% | Unchanged |
| Montecito Bank & Trust | 3,041 | $1.78M | 0.30% | +716+30.8% | Added |
| Institute for Wealth Management, LLC. | 3,041 | $1.78M | 0.22% | −244−7.4% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 3,025 | $1.77M | 0.44% | +919+43.6% | Added |
| Transamerica Financial Advisors, Inc. | 3,020 | $1.77M | 0.17% | −5,618−65.0% | Reduced |
| Childress Capital Advisors, LLC | 3,019 | $1.77M | 0.48% | +597+24.6% | Added |
| Bank Hapoalim BM | 3,018 | $1.76M | 0.27% | −800−21.0% | Reduced |
| Invera Wealth Advisors, LLC | 2,914 | $1.76M | 1.75% | −281−8.8% | Reduced |
| Independent Investors Inc | 3,015 | $1.76M | 0.36% | −200−6.2% | Reduced |
| Algert Global LLC | 3,015 | $1.76M | 0.05% | +3,015 | New |
| Beacon Financial Group | 3,014 | $1.76M | 0.19% | +81+2.8% | Added |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $1.75M | 0.52% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 2,993 | $1.75M | 0.21% | −1,150−27.8% | Reduced |
| Tolleson Wealth Management, Inc. | 2,989 | $1.75M | 0.33% | −25−0.8% | Reduced |
| SGL Investment Advisors, Inc. | 2,945 | $1.75M | 0.90% | +2,945 | New |
| Ironwood Investment Counsel, LLC | 2,984 | $1.75M | 0.29% | −337−10.1% | Reduced |
| Altfest L J & Co Inc | 2,980 | $1.74M | 0.23% | −1,282−30.1% | Reduced |
| Apeiron RIA LLC | 2,975 | $1.74M | 0.50% | +198+7.1% | Added |
| Brand Asset Management Group, Inc. | 2,970 | $1.74M | 0.68% | −166−5.3% | Reduced |
| Legacy Bridge, LLC | 2,968 | $1.74M | 0.93% | +6+0.2% | Added |
| Chicago Partners Investment Group LLC | 3,072 | $1.73M | 0.06% | +94+3.2% | Added |
| Prudent Man Advisors, LLC | 2,963 | $1.73M | 0.58% | +658+28.5% | Added |
| Kings Path Partners LLC | 2,962 | $1.73M | 0.73% | 00.0% | Unchanged |
| LVW Advisors, LLC | 2,960 | $1.73M | 0.22% | +498+20.2% | Added |
| XML Financial, LLC | 2,951 | $1.73M | 0.16% | −29−1.0% | Reduced |
| SkyOak Wealth, LLC | 2,951 | $1.73M | 0.38% | −632−17.6% | Reduced |
| Centurion Wealth Management LLC | 2,939 | $1.72M | 0.55% | +2,939 | New |
| E&G Advisors, LP | 2,933 | $1.71M | 0.47% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 2,933 | $1.71M | 0.45% | −1,154−28.2% | Reduced |
| Leisure Capital Management | 2,932 | $1.71M | 0.73% | +121+4.3% | Added |
| West Michigan Advisors, LLC | 2,931 | $1.71M | 0.52% | +561+23.7% | Added |
| Semmax Financial Advisors Inc. | 2,787 | $1.71M | 0.47% | −284−9.2% | Reduced |
| Tiemann Investment Advisors, LLC | 2,924 | $1.71M | 0.74% | −60−2.0% | Reduced |
| Kingfisher Capital LLC | 2,923 | $1.71M | 0.39% | +36+1.2% | Added |
| Vectors Research Management, LLC | 2,907 | $1.71M | 0.52% | −29−1.0% | Reduced |
| Patton Albertson Miller Group, LLC | 2,906 | $1.70M | 0.23% | −8−0.3% | Reduced |
| Meridian Financial Partners LLC | 2,902 | $1.70M | 0.86% | +54+1.9% | Added |
| Caption Management, LLC | 2,900 | $1.70M | 0.18% | +2,900 | New |
| Wealth Management Partners, LLC | 2,899 | $1.70M | 0.79% | −56−1.9% | Reduced |
| Burford Brothers, Inc. | 2,895 | $1.69M | 0.88% | +164+6.0% | Added |
| EverSource Wealth Advisors, LLC | 2,887 | $1.69M | 0.11% | +265+10.1% | Added |
| Amica Retiree Medical Trust | 2,885 | $1.69M | 1.40% | +2,885 | New |