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 |
|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | 63,356 | $37.0M | 0.43% | −168−0.3% | Reduced |
| Artemis Investment Management LLP | 62,457 | $36.5M | 0.56% | −5,028−7.5% | Reduced |
| Aptus Capital Advisors, LLC | 62,292 | $36.4M | 0.55% | +9,330+17.6% | Added |
| Farmers & Merchants Investments Inc | 62,067 | $36.3M | 1.13% | −1,228−1.9% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 61,876 | $36.2M | 1.64% | −6,518−9.5% | Reduced |
| Sabal Trust CO | 61,483 | $35.9M | 1.96% | −786−1.3% | Reduced |
| Aristotle Atlantic Partners, LLC | 61,476 | $35.9M | 1.12% | +10,452+20.5% | Added |
| QV Investors Inc. | 61,434 | $35.9M | 3.17% | −5,060−7.6% | Reduced |
| Cumberland Partners Ltd | 60,974 | $35.7M | 2.47% | +9,718+19.0% | Added |
| Galvin, Gaustad & Stein, LLC | 60,973 | $35.6M | 3.18% | −6,996−10.3% | Reduced |
| Fulton Breakefield Broenniman LLC | 60,217 | $35.2M | 2.46% | −2,170−3.5% | Reduced |
| Wedgewood Partners Inc | 58,035 | $35.2M | 6.38% | −885−1.5% | Reduced |
| Mizuho Securities USA LLC | 59,879 | $35.0M | 0.75% | −11,087−15.6% | Reduced |
| Associated Banc-Corp | 59,478 | $34.8M | 1.02% | −879−1.5% | Reduced |
| Adviser Investments LLC | 59,466 | $34.8M | 0.43% | −89−0.1% | Reduced |
| Polaris Capital Management, LLC | 59,152 | $34.6M | 1.70% | −5,190−8.1% | Reduced |
| Campbell Newman Asset Management Inc | 59,058 | $34.5M | 2.60% | −129−0.2% | Reduced |
| Stock Yards Bank & Trust Co | 59,026 | $34.5M | 1.11% | −3,994−6.3% | Reduced |
| Suncoast Equity Management | 58,876 | $34.4M | 3.92% | −6,713−10.2% | Reduced |
| Acadian Asset Management LLC | 58,525 | $34.2M | 0.11% | −22,958−28.2% | Reduced |
| Oppenheimer & Co Inc | 58,490 | $34.2M | 0.52% | −208−0.4% | Reduced |
| Hartford Investment Management Co | 58,119 | $34.0M | 1.12% | −856−1.5% | Reduced |
| Night Owl Capital Management, LLC | 57,758 | $33.8M | 4.62% | +1,741+3.1% | Added |
| Community Trust & Investment Co | 57,532 | $33.6M | 2.13% | −1,123−1.9% | Reduced |
| Systematic Alpha Investments, LLC | 57,323 | $33.5M | 1.22% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 57,157 | $33.4M | 0.48% | 00.0% | Unchanged |
| Bamco Inc | 56,890 | $33.3M | 0.09% | +1,089+2.0% | Added |
| Old National Bancorp | 56,153 | $32.8M | 0.76% | +349+0.6% | Added |
| Banco Santander, S.A. | 56,084 | $32.8M | 0.39% | −1,995−3.4% | Reduced |
| Todd Asset Management LLC | 55,908 | $32.7M | 0.76% | +8,438+17.8% | Added |
| Penn Davis McFarland Inc | 55,462 | $32.4M | 3.65% | −260.0% | Reduced |
| Vestcor Inc | 55,287 | $32.3M | 1.02% | +1,269+2.3% | Added |
| Thunderbird Partners LLP | 55,259 | $32.3M | 55.22% | −35,517−39.1% | Reduced |
| RBF Capital, LLC | 55,000 | $32.2M | 1.65% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 54,895 | $32.1M | 0.86% | +208+0.4% | Added |
| Azimuth Capital Investment Management LLC | 53,305 | $31.2M | 1.21% | +18,162+51.7% | Added |
| HM Payson & Co | 53,186 | $31.1M | 0.53% | −10,163−16.0% | Reduced |
| Maryland State Retirement & Pension System | 52,943 | $31.0M | 0.65% | −18,747−26.2% | Reduced |
| Allianz SE | 52,860 | $30.9M | 0.84% | +5,144+10.8% | Added |
| Blue Chip Partners, Inc. | 52,664 | $30.8M | 2.67% | −137−0.3% | Reduced |
| D'Orazio & Associates, Inc. | 52,347 | $30.6M | 4.36% | +278+0.5% | Added |
| Metis Global Partners, LLC | 52,176 | $30.5M | 0.95% | −88−0.2% | Reduced |
| Clifford Swan Investment Counsel LLC | 52,062 | $30.4M | 1.08% | +1,794+3.6% | Added |
| Rakuten Investment Management, Inc. | 52,267 | $30.4M | 0.18% | +13,056+33.3% | Added |
| Williams Jones Wealth Management, LLC. | 52,001 | $30.4M | 0.36% | −665−1.3% | Reduced |
| Louisiana State Employees Retirement System | 52,000 | $30.4M | 0.56% | −100−0.2% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 51,984 | $30.4M | 0.71% | −2,018−3.7% | Reduced |
| Hemenway Trust Co LLC | 51,916 | $30.4M | 2.40% | +1,161+2.3% | Added |
| Kennedy Capital Management, Inc. | 51,874 | $30.3M | 0.67% | +7,671+17.4% | Added |
| Congress Wealth Management LLC | 51,743 | $30.3M | 0.40% | +8,345+19.2% | Added |
| FineMark National Bank & Trust | 51,707 | $30.2M | 1.05% | +1,846+3.7% | Added |
| Kempen Capital Management N.V. | 51,496 | $30.1M | 0.31% | +915+1.8% | Added |
| Osterweis Capital Management Inc | 51,491 | $30.1M | 1.53% | +337+0.7% | Added |
| Tower Research Capital LLC (TRC) | 51,484 | $30.1M | 0.80% | −2,144−4.0% | Reduced |
| Stack Financial Management, Inc | 51,436 | $30.1M | 2.70% | +150+0.3% | Added |
| Snowden Capital Advisors LLC | 51,427 | $30.1M | 0.90% | +1,532+3.1% | Added |
| Davis Selected Advisers | 51,132 | $29.9M | 0.17% | −39,161−43.4% | Reduced |
| Securian Asset Management, Inc | 51,073 | $29.9M | 0.86% | −1,850−3.5% | Reduced |
| HB Wealth Management, LLC | 50,957 | $29.8M | 0.32% | +1,387+2.8% | Added |
| Eagle Health Investments LP | 50,700 | $29.6M | 5.71% | −36,200−41.7% | Reduced |
| Guardian Capital LP | 50,644 | $29.6M | 1.09% | −38−0.1% | Reduced |
| Chartwell Investment Partners, LLC | 50,415 | $29.5M | 1.01% | −9,867−16.4% | Reduced |
| Cornerstone Advisors, LLC | 50,403 | $29.5M | 1.17% | +2,500+5.2% | Added |
| Cohen Capital Management, Inc. | 50,325 | $29.4M | 4.77% | +160+0.3% | Added |
| Synovus Financial Corp | 50,113 | $29.3M | 0.34% | −468−0.9% | Reduced |
| Mill Capital Management, LLC | 49,814 | $29.1M | 2.28% | +53+0.1% | Added |
| Wesbanco Bank Inc | 49,503 | $28.9M | 0.98% | −3,863−7.2% | Reduced |
| Massmutual Trust Co FSB | 49,324 | $28.8M | 0.82% | +793+1.6% | Added |
| Norinchukin Bank, The | 49,274 | $28.8M | 0.68% | +6,203+14.4% | Added |
| Chilton Investment Co LLC | 49,252 | $28.8M | 0.75% | −1,178−2.3% | Reduced |
| MBB Public Markets I LLC | 48,959 | $28.6M | 2.43% | −97,513−66.6% | Reduced |
| Foundations Investment Advisors, LLC | 48,304 | $28.2M | 0.59% | +4,597+10.5% | Added |
| Mesirow Financial Investment Management, Inc. | 48,064 | $28.1M | 0.54% | +629+1.3% | Added |
| Glenview Trust Co | 47,796 | $27.9M | 0.54% | +4,391+10.1% | Added |
| Meiji Yasuda Life Insurance Co | 47,644 | $27.9M | 0.52% | −2,883−5.7% | Reduced |
| Jones Financial Companies LLLP | 47,574 | $27.7M | 0.03% | +12,449+35.4% | Added |
| Lockheed Martin Investment Management Co | 47,260 | $27.6M | 1.28% | +7,460+18.7% | Added |
| NewEdge Wealth, LLC | 47,137 | $27.6M | 0.50% | +9,638+25.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 46,690 | $27.3M | 0.06% | −8,567−15.5% | Reduced |
| Focus Financial Network, Inc. | 46,434 | $27.1M | 1.11% | −1,420−3.0% | Reduced |
| Novare Capital Management LLC | 46,237 | $27.0M | 2.29% | −160.0% | Reduced |
| Braun Stacey Associates Inc | 45,941 | $26.9M | 1.02% | +2,599+6.0% | Added |
| Clearstead Advisors, LLC | 45,932 | $26.9M | 0.42% | +3,225+7.6% | Added |
| Centiva Capital, LP | 45,174 | $26.4M | 1.20% | +40,404+847.0% | Added |
| New Mexico Educational Retirement Board | 45,020 | $26.3M | 0.89% | −1,600−3.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 44,985 | $26.3M | 1.40% | +4,218+10.3% | Added |
| Benjamin Edwards Inc | 44,547 | $26.1M | 0.38% | +41,308+1,275.3% | Added |
| D.A. Davidson & Co. | 44,488 | $26.0M | 0.21% | +1,064+2.5% | Added |
| Whittier Trust Co of Nevada Inc | 44,359 | $25.9M | 0.67% | +141+0.3% | Added |
| Arnhold LLC | 43,996 | $25.7M | 2.50% | −87−0.2% | Reduced |
| Generate Investment Management Ltd | 43,918 | $25.7M | 1.72% | −22,820−34.2% | Reduced |
| Dana Investment Advisors, Inc. | 43,785 | $25.6M | 0.85% | −2,730−5.9% | Reduced |
| Diversified Trust Co | 43,587 | $25.5M | 0.64% | +1,172+2.8% | Added |
| Callahan Advisors, LLC | 43,569 | $25.5M | 2.48% | −555−1.3% | Reduced |
| Choate Investment Advisors | 43,202 | $25.3M | 0.64% | +9,792+29.3% | Added |
| Citizens Financial Group Inc | 43,036 | $25.2M | 0.51% | +2,600+6.4% | Added |
| Burney Co | 42,955 | $25.1M | 0.89% | −920−2.1% | Reduced |
| Narwhal Capital Management | 42,848 | $25.1M | 2.25% | −2,807−6.1% | Reduced |
| Copeland Capital Management, LLC | 42,826 | $25.0M | 0.44% | −1,739−3.9% | Reduced |
| Pittenger & Anderson Inc | 42,498 | $24.8M | 0.93% | +628+1.5% | Added |