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 |
|---|---|---|---|---|---|
| Absolute Capital Management, LLC | 2,871 | $1.68M | 1.00% | +10+0.3% | Added |
| Fullcircle Wealth LLC | 2,969 | $1.68M | 0.75% | −120−3.9% | Reduced |
| Trail Ridge Investment Advisors, LLC | 2,939 | $1.66M | 0.79% | −69−2.3% | Reduced |
| OV Management LLC | 2,837 | $1.66M | 1.10% | −7−0.2% | Reduced |
| Live Oak Investment Partners | – | $1.66M | 1.29% | – | – |
| Keudell/Morrison Wealth Management | 2,823 | $1.65M | 0.45% | −33−1.2% | Reduced |
| Global Assets Advisory, LLC | 2,829 | $1.65M | 0.90% | +2,829 | New |
| MBM Wealth Consultants, LLC | 2,812 | $1.64M | 0.52% | +126+4.7% | Added |
| Cambridge Advisors Inc. | 2,807 | $1.64M | 0.36% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 2,800 | $1.64M | 0.21% | +74+2.7% | Added |
| Perennial Investment Advisors, LLC | 2,792 | $1.63M | 0.21% | +45+1.6% | Added |
| BancorpSouth Bank | 2,794 | $1.63M | 0.11% | +46+1.7% | Added |
| Syntegra Private Wealth Group, LLC | 2,793 | $1.63M | 0.19% | +45+1.6% | Added |
| Sunbelt Securities, Inc. | 2,790 | $1.63M | 0.16% | +24+0.9% | Added |
| AXS Investments LLC | 2,775 | $1.62M | 0.43% | +46+1.7% | Added |
| Cromwell Holdings LLC | 2,765 | $1.62M | 1.04% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 2,759 | $1.61M | 0.34% | −8−0.3% | Reduced |
| Kensington Investment Counsel, LLC | 2,755 | $1.61M | 0.67% | 00.0% | Unchanged |
| Sunpointe, LLC | 2,751 | $1.61M | 1.32% | −10−0.4% | Reduced |
| Fiduciary Alliance LLC | 2,743 | $1.60M | 0.21% | +1,312+91.7% | Added |
| Ibex Wealth Advisors | 21,923 | $1.60M | 0.51% | +21,513+5,247.1% | Added |
| Wolverine Trading, LLC | 2,745 | $1.60M | 0.04% | −5,436−66.4% | Reduced |
| Islay Capital Management, LLC | 2,728 | $1.60M | 1.07% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 2,728 | $1.59M | 0.66% | +5+0.2% | Added |
| Midland Wealth Advisors LLC | 2,725 | $1.59M | 0.09% | −62−2.2% | Reduced |
| Arthur M. Cohen & Associates, LLC | 2,730 | $1.59M | 0.29% | +120+4.6% | Added |
| Sand Hill Global Advisors, LLC | 2,719 | $1.59M | 0.07% | +309+12.8% | Added |
| McDonald Partners LLC | 2,717 | $1.59M | 0.40% | −2,053−43.0% | Reduced |
| Riverpark Capital Management LLC | 2,716 | $1.59M | 2.89% | −237−8.0% | Reduced |
| Bank of Stockton | 2,714 | $1.59M | 0.48% | −78−2.8% | Reduced |
| Meadow Creek Wealth Advisors LLC | 2,714 | $1.59M | 1.26% | +359+15.2% | Added |
| Angeles Wealth Management, LLC | 2,711 | $1.59M | 0.14% | +105+4.0% | Added |
| Sivia Capital Partners, LLC | 2,705 | $1.58M | 0.93% | +143+5.6% | Added |
| Intrua Financial, LLC | 2,705 | $1.58M | 0.26% | −716−20.9% | Reduced |
| Cim Investment Mangement Inc | 2,703 | $1.58M | 0.47% | −103−3.7% | Reduced |
| Codex Capital Asset Management L.L.C. | 2,700 | $1.58M | 0.70% | 00.0% | Unchanged |
| ERn Financial, LLC | 2,700 | $1.58M | 0.24% | −62−2.2% | Reduced |
| Sendero Wealth Management, LLC | 2,692 | $1.57M | 0.25% | +37+1.4% | Added |
| Three Seasons Wealth, LLC | 2,688 | $1.57M | 0.83% | +43+1.6% | Added |
| Cable Hill Partners, LLC | 2,687 | $1.57M | 0.15% | +488+22.2% | Added |
| Nabity-Jensen Investment Management Inc | 2,686 | $1.57M | 1.20% | +123+4.8% | Added |
| Wilson & Boucher Capital Management, LLC | 2,679 | $1.57M | 1.08% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 2,677 | $1.57M | 0.78% | +458+20.6% | Added |
| Caldwell Investment Management Ltd. | 2,690 | $1.56M | 1.10% | 00.0% | Unchanged |
| Everett Harris & Co | 2,672 | $1.56M | 0.02% | −33−1.2% | Reduced |
| Heartland Bank & Trust Co | 2,670 | $1.56M | 0.84% | +103+4.0% | Added |
| Mattern Wealth Management LLC | 2,664 | $1.56M | 0.34% | −4,179−61.1% | Reduced |
| First County Bank | 2,660 | $1.56M | 0.77% | +213+8.7% | Added |
| Calton & Associates, Inc. | 2,652 | $1.55M | 0.59% | +2,652 | New |
| Heritage Family Offices, LLP | 2,650 | $1.55M | 0.80% | −42−1.6% | Reduced |
| St. Johns Investment Management Company, LLC | 2,646 | $1.55M | 0.73% | −413−13.5% | Reduced |
| Garrison Point Advisors, LLC | 2,641 | $1.54M | 0.96% | −5−0.2% | Reduced |
| Florida Financial Advisors, LLC | 2,992 | $1.54M | 0.79% | −776−20.6% | Reduced |
| Gibbs Wealth Management | 2,634 | $1.54M | 0.50% | +432+19.6% | Added |
| WR Wealth Planners, LLC | 2,632 | $1.54M | 0.43% | +37+1.4% | Added |
| White Lighthouse Investment Management Inc. | 2,630 | $1.54M | 0.28% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 2,623 | $1.53M | 0.07% | −3,356−56.1% | Reduced |
| Evergreen Wealth Management, LLC | 2,609 | $1.53M | 0.92% | +577+28.4% | Added |
| Atlas Capital Advisors LLC | 2,608 | $1.52M | 0.23% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 2,608 | $1.52M | 0.60% | +101+4.0% | Added |
| Avalon Trust Co | 2,603 | $1.52M | 0.11% | −561−17.7% | Reduced |
| TLWM | 2,603 | $1.52M | 0.31% | −86−3.2% | Reduced |
| Alta Advisers Ltd | 2,600 | $1.52M | 0.69% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 2,574 | $1.52M | 0.36% | −358−12.2% | Reduced |
| Phillips Wealth Planners LLC | 2,650 | $1.51M | 1.45% | +120+4.7% | Added |
| Resonant Capital Advisors, LLC | 2,587 | $1.51M | 0.11% | +361+16.2% | Added |
| Trust Co of the South | 2,586 | $1.51M | 0.32% | +478+22.7% | Added |
| Ifrah Financial Services, Inc. | 2,585 | $1.51M | 0.41% | −70−2.6% | Reduced |
| West Coast Financial LLC | 2,581 | $1.51M | 0.17% | −20,234−88.7% | Reduced |
| Moseley Investment Management Inc | 2,581 | $1.51M | 0.60% | +136+5.6% | Added |
| Essex Savings Bank | 2,578 | $1.51M | 0.38% | −8−0.3% | Reduced |
| Gitterman Wealth Management, LLC | 2,577 | $1.51M | 0.63% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 2,576 | $1.51M | 0.88% | −82−3.1% | Reduced |
| Duncan Williams Asset Management, LLC | 2,574 | $1.50M | 0.83% | +528+25.8% | Added |
| CFO4Life Group, LLC | 2,571 | $1.50M | 0.27% | +80+3.2% | Added |
| Bowen Hanes & Co Inc | 2,561 | $1.50M | 0.04% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 2,917 | $1.50M | 0.24% | +1,382+90.0% | Added |
| MCF Advisors LLC | 2,558 | $1.50M | 0.10% | −23−0.9% | Reduced |
| Adirondack Trust Co | 2,557 | $1.49M | 0.58% | −17−0.7% | Reduced |
| First Financial Bank - Trust Division | 2,555 | $1.49M | 0.14% | +16+0.6% | Added |
| Fairscale Capital, LLC | 2,544 | $1.49M | 1.30% | −60−2.3% | Reduced |
| Abacus Planning Group, Inc. | 2,535 | $1.48M | 0.26% | +497+24.4% | Added |
| Ashton Thomas Securities, LLC | 2,524 | $1.48M | 0.29% | +1,419+128.4% | Added |
| Archer Investment Corp | 2,518 | $1.47M | 0.39% | −3−0.1% | Reduced |
| CFS Investment Advisory Services, LLC | 2,517 | $1.47M | 0.12% | +272+12.1% | Added |
| Edge Capital Group, LLC | 2,515 | $1.47M | 0.07% | −559−18.2% | Reduced |
| Summit Financial Wealth Advisors, LLC | 2,514 | $1.47M | 0.28% | +3+0.1% | Added |
| Evermay Wealth Management LLC | 2,512 | $1.47M | 0.24% | −36−1.4% | Reduced |
| Prentice Wealth Management LLC | 2,506 | $1.46M | 0.44% | +41+1.7% | Added |
| Delta Investment Management, LLC | 2,505 | $1.46M | 0.30% | −1,293−34.0% | Reduced |
| MJP Associates Inc | 2,503 | $1.46M | 0.28% | −81−3.1% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2,500 | $1.46M | 0.75% | −100−3.8% | Reduced |
| Nicolet Bankshares Inc | 2,490 | $1.46M | 0.35% | −98−3.8% | Reduced |
| California First Leasing Corp | 2,489 | $1.46M | 0.63% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 2,486 | $1.45M | 0.41% | −263−9.6% | Reduced |
| Leeward Financial Partners, LLC | 2,486 | $1.45M | 0.55% | +59+2.4% | Added |
| Humankind Investments LLC | 2,482 | $1.45M | 0.52% | −116−4.5% | Reduced |
| RKL Wealth Management LLC | 2,466 | $1.44M | 0.13% | +116+4.9% | Added |
| Nicholas Hoffman & Company, LLC. | 2,461 | $1.44M | 0.06% | +14+0.6% | Added |
| BSW Wealth Partners | 2,457 | $1.44M | 0.22% | +418+20.5% | Added |