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
- 3,477
- +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
- 1,421 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 | 3,055 | $202.4B |
| Q4 2025 | 3,312 | $248.2B |
| Q3 2025 | 3,169 | $253.5B |
| Q2 2025 | 3,186 | $241.1B |
| Q1 2025 | 3,614 | $424.3B |
| Q4 2024 | 3,685 | $409.5B |
| Q3 2024 | 3,477 | $474.6B |
| Q2 2024 | 3,407 | $411.9B |
| Q1 2024 | 3,385 | $398.9B |
| Q4 2023 | 3,422 | $428.0B |
| Q3 2023 | 3,145 | $407.5B |
| Q2 2023 | 3,137 | $388.4B |
| Q1 2023 | 3,115 | $383.6B |
| Q4 2022 | 3,160 | $434.2B |
| Q3 2022 | 2,999 | $413.5B |
| Q2 2022 | 2,965 | $422.0B |
| Q1 2022 | 2,966 | $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 |
|---|---|---|---|---|---|
| Northwest & Ethical Investments L.P. | 97,725 | $57.1M | 1.51% | +3,049+3.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 103,678 | $57.1M | 0.25% | +17,460+20.3% | Added |
| Smith Chas P & Associates Pa Cpas | 97,360 | $56.9M | 3.21% | −2,988−3.0% | Reduced |
| NFJ Investment Group, LLC | 96,503 | $56.4M | 1.65% | +75,906+368.5% | Added |
| Agf Management Ltd | 96,107 | $56.2M | 0.28% | −81,375−45.8% | Reduced |
| Gradient Investments LLC | 95,719 | $56.0M | 1.17% | −4,650−4.6% | Reduced |
| Advisors Capital Management, LLC | 95,187 | $55.7M | 0.91% | +173+0.2% | Added |
| Quintet Private Bank (Europe) S.A. | 94,779 | $55.4M | 3.17% | +11,215+13.4% | Added |
| Kestra Advisory Services, LLC | 93,902 | $54.9M | 0.30% | −7,505−7.4% | Reduced |
| Rafferty Asset Management, LLC | 93,660 | $54.8M | 0.19% | −6,439−6.4% | Reduced |
| Umb Bank N A | 93,391 | $54.6M | 0.85% | +10,454+12.6% | Added |
| Silvant Capital Management LLC | 92,242 | $53.9M | 2.37% | −551−0.6% | Reduced |
| Davis R M Inc | 91,527 | $53.5M | 1.03% | −1,419−1.5% | Reduced |
| UniSuper Management Pty Ltd | 90,202 | $52.7M | 0.40% | −153−0.2% | Reduced |
| Whittier Trust Co | 89,987 | $52.6M | 0.70% | +515+0.6% | Added |
| Brinker Capital Investments, LLC | 89,767 | $52.5M | 0.52% | −5,588−5.9% | Reduced |
| Orion Portfolio Solutions, LLC | 89,767 | $52.5M | 0.52% | −5,588−5.9% | Reduced |
| Provident Investment Management, Inc. | 88,391 | $51.7M | 4.61% | −637−0.7% | Reduced |
| Oppenheimer Asset Management Inc. | 87,846 | $51.4M | 0.62% | −1,961−2.2% | Reduced |
| Elo Mutual Pension Insurance Co | 87,471 | $51.1M | 1.10% | +4,571+5.5% | Added |
| Avidity Partners Management LP | 87,400 | $51.1M | 2.61% | +87,400 | New |
| Hantz Financial Services, Inc. | 87,258 | $51.0M | 0.91% | +6,478+8.0% | Added |
| Segall Bryant & Hamill, LLC | 87,219 | $51.0M | 0.70% | +30,340+53.3% | Added |
| RMB Capital Management, LLC | 87,026 | $50.9M | 1.16% | −1,355−1.5% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 86,782 | $50.7M | 0.98% | +1,311+1.5% | Added |
| Atria Investments LLC | 86,691 | $50.7M | 0.63% | +1,765+2.1% | Added |
| Tokio Marine Asset Management Co Ltd | 86,675 | $50.7M | 2.22% | −971−1.1% | Reduced |
| EP Wealth Advisors, LLC | 86,650 | $50.7M | 0.44% | +2,999+3.6% | Added |
| Alpha Cubed Investments, LLC | 85,949 | $50.3M | 2.24% | −438−0.5% | Reduced |
| TownSquare Capital, LLC | 85,881 | $50.2M | 0.60% | +2,746+3.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 85,669 | $50.1M | 2.68% | −2,076−2.4% | Reduced |
| Martingale Asset Management L P | 85,244 | $49.8M | 1.14% | −15,493−15.4% | Reduced |
| Kames Capital plc | 84,382 | $49.3M | 0.67% | +769+0.9% | Added |
| Douglas Lane & Associates, LLC | 83,296 | $48.7M | 0.67% | −301−0.4% | Reduced |
| Chilton Capital Management LLC | 82,672 | $48.3M | 2.01% | −1,784−2.1% | Reduced |
| Achmea Investment Management B.V. | 82,578 | $48.3M | 0.80% | −36,173−30.5% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 82,329 | $48.1M | 1.92% | +24,260+41.8% | Added |
| NS Partners Ltd | 81,666 | $47.7M | 2.01% | +1,330+1.7% | Added |
| Aureus Asset Management, LLC | 81,289 | $47.5M | 3.11% | −721−0.9% | Reduced |
| Railway Pension Investments Ltd | 80,256 | $46.9M | 0.56% | −24,100−23.1% | Reduced |
| LGT Capital Partners Ltd. | 80,036 | $46.8M | 1.63% | −60,974−43.2% | Reduced |
| Petrus Trust Company, LTA | 80,000 | $46.8M | 4.56% | −33,813−29.7% | Reduced |
| Guyasuta Investment Advisors Inc | 79,837 | $46.7M | 2.88% | +28,798+56.4% | Added |
| WestEnd Advisors, LLC | 79,539 | $46.5M | 1.14% | −230.0% | Reduced |
| Oregon Public Employees Retirement Fund | 79,053 | $46.2M | 0.87% | −110.0% | Reduced |
| SpiderRock Advisors, LLC | 78,612 | $46.0M | 0.99% | +8,830+12.7% | Added |
| Employees Provident Fund Board | 78,139 | $45.7M | 0.63% | +38,139+95.3% | Added |
| Rockland Trust Co | 77,981 | $45.6M | 2.24% | −119−0.2% | Reduced |
| Oddo BHF Asset Management SAS | 76,529 | $44.7M | 2.22% | +76,529 | New |
| Deprince Race & Zollo Inc | 76,405 | $44.7M | 0.85% | +6,711+9.6% | Added |
| Exencial Wealth Advisors, LLC | 76,335 | $44.6M | 1.61% | −1,683−2.2% | Reduced |
| F/M Investments LLC | 75,865 | $44.4M | 1.52% | −1,198−1.6% | Reduced |
| Bailard, Inc. | 75,687 | $44.3M | 1.15% | −1,186−1.5% | Reduced |
| PFM Health Sciences, LP | 75,588 | $44.2M | 2.54% | +6,150+8.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 73,627 | $43.0M | 0.43% | +21,690+41.8% | Added |
| United Capital Financial Advisers, LLC | 73,299 | $42.9M | 0.35% | +1,659+2.3% | Added |
| National Philanthropic Trust | 73,257 | $42.8M | 0.78% | −201−0.3% | Reduced |
| Gulf International Bank (UK) Ltd | 72,739 | $42.5M | 1.09% | −2,891−3.8% | Reduced |
| Rhenman & Partners Asset Management AB | 72,700 | $42.5M | 3.45% | −32,600−31.0% | Reduced |
| Raymond James Trust N.A. | 72,401 | $42.3M | 0.92% | +2,475+3.5% | Added |
| Man Group plc | 72,279 | $42.3M | 0.12% | +777+1.1% | Added |
| Edmond de Rothschild Holding S.A. | 71,974 | $42.1M | 0.68% | −3,771−5.0% | Reduced |
| Port Capital LLC | 71,618 | $41.9M | 1.88% | +1,103+1.6% | Added |
| JPB Foundation | 71,355 | $41.7M | 4.41% | −108,000−60.2% | Reduced |
| Squarepoint Ops LLC | 71,172 | $41.6M | 0.14% | −88,404−55.4% | Reduced |
| Central Trust Co | 71,153 | $41.6M | 0.97% | −1,109−1.5% | Reduced |
| Peapack Gladstone Financial Corp | 70,718 | $41.3M | 0.60% | +1,200+1.7% | Added |
| Flputnam Investment Management Co | 70,865 | $41.2M | 0.75% | +43+0.1% | Added |
| Allworth Financial LP | 70,474 | $41.2M | 0.25% | +1,854+2.7% | Added |
| Sit Investment Associates Inc | 70,459 | $41.2M | 0.92% | −9,375−11.7% | Reduced |
| Prudential PLC | 70,417 | $41.2M | 0.21% | −17,896−20.3% | Reduced |
| Wealthfront Advisers LLC | 70,328 | $41.1M | 0.13% | +7,386+11.7% | Added |
| Worldquant Millennium Advisors LLC | 69,168 | $40.4M | 0.30% | −11,382−14.1% | Reduced |
| Fiduciary Trust Co | 69,090 | $40.4M | 0.56% | +496+0.7% | Added |
| Pacer Advisors, Inc. | 68,980 | $40.3M | 0.09% | +3,120+4.7% | Added |
| Conning Inc. | 68,911 | $40.3M | 1.33% | −8,906−11.4% | Reduced |
| Shell Asset Management Co | 68,527 | $40.1M | 1.76% | +68,527 | New |
| United Services Automobile Association | 68,427 | $40.0M | 1.02% | −29,614−30.2% | Reduced |
| Eagle Ridge Investment Management | 68,209 | $39.9M | 3.50% | +303+0.4% | Added |
| South Dakota Investment Council | 68,159 | $39.9M | 0.78% | −7,349−9.7% | Reduced |
| Park West Asset Management LLC | 68,100 | $39.8M | 2.94% | −35,400−34.2% | Reduced |
| Avantax Advisory Services, Inc. | 67,635 | $39.5M | 0.26% | −3,867−5.4% | Reduced |
| Heritage Investors Management Corp | 67,051 | $39.2M | 1.31% | −1,202−1.8% | Reduced |
| Capital Advisors Inc | 66,777 | $39.0M | 0.78% | −20,784−23.7% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 66,744 | $39.0M | 1.25% | −80−0.1% | Reduced |
| Maple Capital Management, Inc. | 66,666 | $39.0M | 2.97% | +1,839+2.8% | Added |
| Private Advisor Group, LLC | 66,587 | $38.9M | 0.24% | −2,118−3.1% | Reduced |
| Auxier Asset Management | 66,541 | $38.9M | 5.75% | −34−0.1% | Reduced |
| Ieq Capital, LLC | 66,132 | $38.7M | 0.47% | +3,548+5.7% | Added |
| Bokf, NA | 64,965 | $38.5M | 0.68% | −1,252−1.9% | Reduced |
| La Banque Postale Asset Management SA | 65,617 | $38.4M | 0.58% | +4,272+7.0% | Added |
| Palisade Asset Management, LLC | 65,253 | $38.2M | 3.74% | −521−0.8% | Reduced |
| Ethic Inc. | 77,023 | $38.1M | 0.96% | −1,592−2.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 65,067 | $38.0M | 0.54% | −1,902−2.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 64,825 | $37.9M | 0.73% | +38,209+143.6% | Added |
| Act Two Investors LLC | 64,676 | $37.8M | 7.13% | −1,022−1.6% | Reduced |
| Kentucky Retirement Systems | 64,330 | $37.6M | 1.11% | −5,027−7.2% | Reduced |
| AltraVue Capital, LLC | 64,130 | $37.5M | 3.37% | 00.0% | Unchanged |
| Ironvine Capital Partners, LLC | 63,792 | $37.3M | 4.00% | +150+0.2% | Added |
| Hardman Johnston Global Advisors LLC | 63,582 | $37.2M | 1.46% | −4,624−6.8% | Reduced |