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 |
|---|---|---|---|---|---|
| Stephens Inc | 42,446 | $24.8M | 0.35% | +525+1.3% | Added |
| Trust Co of Virginia | 42,417 | $24.8M | 2.22% | −928−2.1% | Reduced |
| BSN Capital Partners Ltd | 48,520 | $24.7M | 4.86% | +48,520 | New |
| Annex Advisory Services, LLC | 41,955 | $24.5M | 0.78% | +1,110+2.7% | Added |
| Phoenix Holdings Ltd. | 41,699 | $24.4M | 0.36% | −1,283−3.0% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 41,705 | $24.4M | 0.55% | +1,341+3.3% | Added |
| River Road Asset Management, LLC | 41,665 | $24.4M | 0.32% | −54,666−56.7% | Reduced |
| Hendershot Investments Inc. | 41,575 | $24.3M | 3.30% | +315+0.8% | Added |
| Pensionmark Financial Group, LLC | 41,575 | $24.3M | 0.76% | +29,324+239.4% | Added |
| ExodusPoint Capital Management, LP | 41,510 | $24.3M | 0.25% | −16,845−28.9% | Reduced |
| Motley Fool Asset Management LLC | 41,606 | $24.3M | 1.43% | +1,449+3.6% | Added |
| First American Bank | 41,447 | $24.2M | 1.74% | −644−1.5% | Reduced |
| Anchor Capital Advisors LLC | 41,429 | $24.2M | 0.64% | +15,177+57.8% | Added |
| Advisors Asset Management, Inc. | 41,094 | $24.0M | 0.44% | −805−1.9% | Reduced |
| First Citizens Bank & Trust Co | 41,054 | $24.0M | 0.53% | −1,615−3.8% | Reduced |
| Great Valley Advisor Group, Inc. | 40,962 | $23.9M | 0.59% | +555+1.4% | Added |
| Colonial Trust Advisors | 40,960 | $23.9M | 2.07% | +494+1.2% | Added |
| First National Trust Co | 40,913 | $23.9M | 0.92% | −864−2.1% | Reduced |
| Andra AP-fonden | 40,700 | $23.8M | 0.35% | −12,300−23.2% | Reduced |
| Trillium Asset Management, LLC | 40,614 | $23.7M | 0.58% | +345+0.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 40,462 | $23.7M | 1.27% | +12,380+44.1% | Added |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 40,163 | $23.5M | 5.73% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 40,014 | $23.4M | 1.20% | −3,839−8.8% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 39,941 | $23.3M | 0.65% | −1,520−3.7% | Reduced |
| Wesleyan Assurance Society | 39,825 | $23.3M | 1.84% | 00.0% | Unchanged |
| Oak Ridge Investments LLC | 39,719 | $23.2M | 2.02% | +2,669+7.2% | Added |
| Patten & Patten Inc | 39,407 | $23.0M | 1.53% | −709−1.8% | Reduced |
| Congress Asset Management Co | 39,082 | $22.9M | 0.16% | −8,312−17.5% | Reduced |
| NEOS Investment Management LLC | 38,954 | $22.8M | 0.69% | +4,817+14.1% | Added |
| Vinva Investment Management Ltd | 39,097 | $22.7M | 0.99% | +2,358+6.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 38,756 | $22.7M | 0.86% | −117−0.3% | Reduced |
| National Asset Management, Inc. | 38,225 | $22.5M | 0.62% | −4,115−9.7% | Reduced |
| WSFS Capital Management, LLC | 38,255 | $22.4M | 1.21% | −1,546−3.9% | Reduced |
| Cim, LLC | 38,186 | $22.3M | 3.22% | −140.0% | Reduced |
| Independent Advisor Alliance | 38,179 | $22.3M | 0.81% | −1,067−2.7% | Reduced |
| First Financial Bankshares Inc | 38,081 | $22.3M | 0.47% | −57−0.1% | Reduced |
| Private Capital Advisors, Inc. | 38,075 | $22.3M | 2.44% | −417−1.1% | Reduced |
| Unigestion Holding SA | 38,059 | $22.2M | 1.07% | −41,121−51.9% | Reduced |
| Madison Asset Management, LLC | 37,951 | $22.2M | 0.25% | −591−1.5% | Reduced |
| Salem Investment Counselors Inc | 37,811 | $22.1M | 0.67% | −1,780−4.5% | Reduced |
| Appleton Partners Inc | 37,646 | $22.0M | 1.62% | −1,026−2.7% | Reduced |
| Atria Wealth Solutions, Inc. | 37,621 | $22.0M | 0.24% | −3,774−9.1% | Reduced |
| Violich Capital Management, Inc. | 37,425 | $21.9M | 2.84% | +310+0.8% | Added |
| E. Ohman J:or Asset Management AB | 37,380 | $21.9M | 0.54% | −2,500−6.3% | Reduced |
| TCG Advisory Services, LLC | 37,378 | $21.9M | 0.96% | +1,120+3.1% | Added |
| JLB & Associates Inc | 37,286 | $21.8M | 2.81% | −653−1.7% | Reduced |
| Banque Cantonale Vaudoise | 36,773 | $21.5M | 0.89% | −7,523−17.0% | Reduced |
| Marco Investment Management LLC | 36,665 | $21.4M | 1.85% | +120+0.3% | Added |
| Parallel Advisors, LLC | 36,638 | $21.4M | 0.51% | +1,360+3.9% | Added |
| Modera Wealth Management, LLC | 36,537 | $21.4M | 0.27% | +257+0.7% | Added |
| Pinnacle Associates Ltd | 40,550 | $21.3M | 0.37% | +3,380+9.1% | Added |
| LGT Fund Management Co Ltd. | 35,948 | $21.3M | 2.21% | −345−1.0% | Reduced |
| Nicola Wealth Management Ltd. | 36,400 | $21.3M | 1.69% | +6,000+19.7% | Added |
| Parsifal Capital Management, LP | 36,200 | $21.2M | 1.64% | +36,200 | New |
| Foyston, Gordon, & Payne Inc | 36,189 | $21.2M | 5.28% | −3,911−9.8% | Reduced |
| Wallington Asset Management, LLC | 36,033 | $21.1M | 2.94% | +1,583+4.6% | Added |
| Albion Financial Group | 36,007 | $21.1M | 1.46% | +697+2.0% | Added |
| RSM US Wealth Management LLC | 36,072 | $21.0M | 0.31% | +3,263+9.9% | Added |
| Ashton Thomas Private Wealth, LLC | 35,970 | $21.0M | 1.12% | +269+0.8% | Added |
| Eagle Global Advisors LLC | 35,958 | $21.0M | 1.04% | −164−0.5% | Reduced |
| Trust Co of Vermont | 35,725 | $20.9M | 1.05% | +1,779+5.2% | Added |
| HealthInvest Partners AB | 35,490 | $20.8M | 9.75% | +3,810+12.0% | Added |
| Toroso Investments, LLC | 35,458 | $20.7M | 0.23% | +3,993+12.7% | Added |
| Coppell Advisory Solutions LLC | 35,127 | $20.4M | 3.05% | +33,739+2,430.8% | Added |
| Bridgeway Capital Management, LLC | 34,948 | $20.4M | 0.44% | −2,235−6.0% | Reduced |
| Stillwater Capital Advisors, LLC | 34,919 | $20.4M | 2.64% | −383−1.1% | Reduced |
| Freestone Capital Holdings, LLC | 34,894 | $20.4M | 0.71% | −652−1.8% | Reduced |
| Harbor Investment Advisory, LLC | 34,821 | $20.4M | 2.01% | −831−2.3% | Reduced |
| Terry L. Blaker | 34,518 | $20.2M | 0.77% | +325+1.0% | Added |
| Kestra Private Wealth Services, LLC | 34,500 | $20.2M | 0.37% | +1,255+3.8% | Added |
| Barlow Wealth Partners, Inc. | 34,454 | $20.1M | 2.63% | +507+1.5% | Added |
| Trajan Wealth LLC | 34,300 | $20.1M | 1.18% | −19,245−35.9% | Reduced |
| German American Bancorp, Inc. | 34,115 | $19.9M | 2.11% | +2,060+6.4% | Added |
| Garrison Bradford & Associates Inc | 34,024 | $19.9M | 19.72% | −6,257−15.5% | Reduced |
| Gabelli Funds LLC | 33,995 | $19.9M | 0.14% | −5,980−15.0% | Reduced |
| LMCG Investments, LLC | 33,952 | $19.9M | 1.19% | +1,629+5.0% | Added |
| Gluskin Sheff & Assoc Inc | 33,450 | $19.8M | 2.32% | −6,449−16.2% | Reduced |
| Baader Bank INC | 34,133 | $19.8M | 1.67% | +3,827+12.6% | Added |
| Compagnie Lombard Odier SCmA | 33,809 | $19.8M | 0.31% | +4,005+13.4% | Added |
| Abn Amro Investment Solutions | 33,601 | $19.6M | 0.34% | −234−0.7% | Reduced |
| Westpac Banking Corp | 33,387 | $19.5M | 1.31% | +1,537+4.8% | Added |
| Hutchinson Capital Management | 33,330 | $19.5M | 3.69% | −351−1.0% | Reduced |
| Argent Trust Co | 33,214 | $19.4M | 0.80% | −469−1.4% | Reduced |
| Hamilton Capital Partners Inc. | 33,030 | $19.3M | 1.67% | −991−2.9% | Reduced |
| MUFG Securities EMEA plc | 33,000 | $19.3M | 0.79% | +10.0% | Added |
| Level Four Advisory Services, LLC | 34,151 | $19.3M | 0.81% | −496−1.4% | Reduced |
| GAM Holding AG | 32,775 | $19.2M | 1.53% | +5,537+20.3% | Added |
| Adams Diversified Equity Fund, Inc. | 32,400 | $18.9M | 0.70% | −2,500−7.2% | Reduced |
| Univest Financial Corp | 32,362 | $18.9M | 1.25% | +23,797+277.8% | Added |
| Washington Trust Bank | 32,331 | $18.9M | 1.81% | −1,058−3.2% | Reduced |
| Bragg Financial Advisors, Inc | 32,294 | $18.9M | 0.78% | −246−0.8% | Reduced |
| Magnetar Financial LLC | 32,239 | $18.8M | 0.41% | −127,000−79.8% | Reduced |
| Raub Brock Capital Management LP | 32,236 | $18.8M | 3.83% | −501−1.5% | Reduced |
| Empirical Finance, LLC | 32,223 | $18.8M | 1.10% | +692+2.2% | Added |
| Empowered Funds, LLC | 32,097 | $18.8M | 0.30% | +1,229+4.0% | Added |
| Sawgrass Asset Management LLC | 32,012 | $18.7M | 1.95% | −7,273−18.5% | Reduced |
| Chesley Taft & Associates LLC | 31,871 | $18.6M | 0.89% | −48−0.2% | Reduced |
| Adell Harriman & Carpenter Inc | 31,689 | $18.5M | 1.35% | +137+0.4% | Added |
| Jefferies Financial Group Inc. | 31,670 | $18.5M | 0.30% | −20,072−38.8% | Reduced |
| Petredis Investment Advisors LLC | 31,517 | $18.4M | 1.96% | +97+0.3% | Added |