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 |
|---|---|---|---|---|---|
| HighPoint Advisor Group LLC | 31,482 | $18.4M | 1.07% | −175−0.6% | Reduced |
| Stonebridge Capital Advisors LLC | 31,265 | $18.3M | 1.49% | −365−1.2% | Reduced |
| Meridian Wealth Management, LLC | 31,162 | $18.2M | 0.90% | +3,603+13.1% | Added |
| First Foundation Advisors | 30,962 | $18.1M | 0.68% | −4,231−12.0% | Reduced |
| Axxcess Wealth Management, LLC | 30,955 | $18.1M | 0.46% | +138+0.4% | Added |
| YHB Investment Advisors, Inc. | 30,824 | $18.0M | 1.49% | +203+0.7% | Added |
| Park Avenue Securities LLC | 30,622 | $17.9M | 0.20% | −2,981−8.9% | Reduced |
| Investment Management Corp of Ontario | 30,521 | $17.8M | 0.40% | +9,900+48.0% | Added |
| Marks Group Wealth Management, Inc | 30,506 | $17.8M | 1.70% | −108−0.4% | Reduced |
| Equitable Holdings, Inc. | 30,443 | $17.8M | 0.17% | +4,763+18.5% | Added |
| Howe & Rusling Inc | 30,401 | $17.8M | 1.53% | −31−0.1% | Reduced |
| Edgar Lomax Co | 30,345 | $17.7M | 1.08% | −500−1.6% | Reduced |
| Resources Investment Advisors, LLC. | 30,233 | $17.7M | 0.20% | −3,995−11.7% | Reduced |
| DuPont Capital Management Corp | 30,213 | $17.7M | 1.47% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 30,199 | $17.7M | 1.21% | +39+0.1% | Added |
| Capital International Sarl | 30,169 | $17.6M | 0.45% | +5,875+24.2% | Added |
| CCM Investment Advisers LLC | 30,058 | $17.6M | 1.96% | −191−0.6% | Reduced |
| Shelton Capital Management | 30,018 | $17.6M | 0.45% | −4,959−14.2% | Reduced |
| Bright Rock Capital Management, LLC | 30,000 | $17.5M | 3.53% | 00.0% | Unchanged |
| Meritage Group LP | 30,000 | $17.5M | 0.41% | +30,000 | New |
| Apollon Wealth Management, LLC | 29,710 | $17.4M | 0.49% | −2,330−7.3% | Reduced |
| Governors Lane LP | 29,300 | $17.1M | 2.68% | +4,300+17.2% | Added |
| King Wealth | 29,282 | $17.1M | 2.67% | +54+0.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 29,267 | $17.1M | 0.40% | −23−0.1% | Reduced |
| Siemens Fonds Invest GmbH | 30,726 | $17.1M | 1.36% | −83−0.3% | Reduced |
| Alaska Permanent Fund Corp | 29,174 | $17.1M | 0.25% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 29,097 | $17.0M | 0.31% | −1,345−4.4% | Reduced |
| Columbus Hill Capital Management, L.P. | 29,041 | $17.0M | 3.47% | 00.0% | Unchanged |
| Tower Bridge Advisors | 29,023 | $17.0M | 1.76% | −170−0.6% | Reduced |
| Venturi Wealth Management, LLC | 28,983 | $16.9M | 0.89% | +2,138+8.0% | Added |
| Bryn Mawr Trust Co | 28,886 | $16.9M | 0.30% | +19,566+209.9% | Added |
| Cyndeo Wealth Partners, LLC | 28,842 | $16.9M | 1.18% | +2,957+11.4% | Added |
| Overbrook Management Corp | 28,832 | $16.9M | 3.87% | −951−3.2% | Reduced |
| Coronation Fund Managers Ltd. | 28,768 | $16.8M | 0.93% | −17,468−37.8% | Reduced |
| Moran Wealth Management, LLC | 28,717 | $16.8M | 0.52% | −454−1.6% | Reduced |
| Middleton & Co Inc | 28,617 | $16.7M | 1.85% | −89−0.3% | Reduced |
| Dakota Wealth Management | 28,347 | $16.6M | 0.37% | +833+3.0% | Added |
| Penobscot Investment Management Company, Inc. | 28,260 | $16.5M | 1.48% | +280+1.0% | Added |
| S&CO Inc | 28,037 | $16.4M | 1.07% | −1,195−4.1% | Reduced |
| Carlson Capital Management | 27,939 | $16.3M | 0.69% | −378−1.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 27,918 | $16.3M | 8.68% | −665−2.3% | Reduced |
| Employees Retirement System of Texas | 27,726 | $16.2M | 0.14% | −170,944−86.0% | Reduced |
| Cohen Klingenstein LLC | 27,700 | $16.2M | 0.56% | 00.0% | Unchanged |
| McRae Capital Management Inc | 27,677 | $16.2M | 3.16% | −450−1.6% | Reduced |
| Bell Asset Management Ltd | 27,574 | $16.1M | 2.95% | −27,408−49.8% | Reduced |
| RiverFront Investment Group, LLC | 27,503 | $16.1M | 0.38% | +2,455+9.8% | Added |
| ARS Wealth Advisors Group, LLC | 27,481 | $16.1M | 1.97% | +515+1.9% | Added |
| Neville Rodie & Shaw Inc | 27,453 | $16.1M | 1.18% | −258−0.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 27,340 | $16.0M | 1.11% | −2,346−7.9% | Reduced |
| Torray LLC | 27,325 | $16.0M | 2.24% | +433+1.6% | Added |
| Alps Advisors Inc | 27,157 | $15.9M | 0.11% | −11,649−30.0% | Reduced |
| Waycross Partners, LLC | 27,136 | $15.9M | 2.19% | +3,449+14.6% | Added |
| Pioneer Trust Bank N A | 27,094 | $15.8M | 4.05% | −635−2.3% | Reduced |
| Advisory Services Network, LLC | 31,002 | $15.8M | 0.33% | 00.0% | Unchanged |
| Argent Financial Group, Inc. | 26,915 | $15.7M | 1.87% | +26,915 | New |
| 8 Knots Management, LLC | 26,876 | $15.7M | 1.86% | +26,876 | New |
| Sienna Gestion | 26,936 | $15.7M | 1.05% | +5,862+27.8% | Added |
| Caden Capital Partners, LP | 26,810 | $15.7M | 5.28% | −20,641−43.5% | Reduced |
| Coldstream Capital Management Inc | 26,722 | $15.7M | 0.34% | +1,627+6.5% | Added |
| American National Bank | 26,686 | $15.6M | 1.84% | −285−1.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 26,556 | $15.5M | 0.46% | +707+2.7% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 26,419 | $15.4M | 0.83% | −571−2.1% | Reduced |
| Silvercrest Asset Management Group LLC | 26,246 | $15.3M | 0.10% | +814+3.2% | Added |
| Litman Gregory Asset Management LLC | 26,091 | $15.3M | 1.28% | −389−1.5% | Reduced |
| Janney Capital Management LLC | 25,987 | $15.2M | 1.03% | +214+0.8% | Added |
| APG Asset Management US Inc. | 25,909 | $15.1M | 0.10% | −326,074−92.6% | Reduced |
| Carnegie Lake Advisors LLC | 25,846 | $15.1M | 5.98% | +25,846 | New |
| Cary Street Partner Investment Advisory LLC | 25,723 | $15.0M | 0.55% | +738+3.0% | Added |
| BlackBarn Capital Partners LP | 25,700 | $15.0M | 6.53% | −6,300−19.7% | Reduced |
| Bleakley Financial Group, LLC | 25,670 | $15.0M | 0.46% | −12,586−32.9% | Reduced |
| Covington Investment Advisors Inc. | 25,638 | $15.0M | 2.25% | +50+0.2% | Added |
| Hyperion Capital Advisors LP | 25,627 | $15.0M | 7.04% | −781−3.0% | Reduced |
| North Point Portfolio Managers Corp | 25,596 | $15.0M | 2.40% | −245−0.9% | Reduced |
| Addenda Capital Inc. | 25,587 | $15.0M | 0.53% | −120.0% | Reduced |
| Schmidt P J Investment Management Inc | 25,536 | $14.9M | 2.58% | −609−2.3% | Reduced |
| Walleye Capital LLC | 25,333 | $14.8M | 0.16% | +381+1.5% | Added |
| Somerville Kurt F | 25,250 | $14.8M | 2.38% | +102+0.4% | Added |
| Sumitomo Life Insurance Co | 25,220 | $14.7M | 0.29% | +4,157+19.7% | Added |
| Muhlenkamp & Co Inc | 25,209 | $14.7M | 4.52% | −70.0% | Reduced |
| BNP Paribas | 25,147 | $14.7M | 0.61% | −635−2.5% | Reduced |
| LTS One Management LP | 25,070 | $14.7M | 4.24% | +25,070 | New |
| 11 Capital Partners LP | 25,050 | $14.6M | 6.11% | −11,250−31.0% | Reduced |
| Sequoia Financial Advisors, LLC | 24,976 | $14.6M | 0.16% | +3,006+13.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 24,853 | $14.5M | 0.07% | −51,673−67.5% | Reduced |
| Altrafin AG | 24,835 | $14.5M | 5.23% | +22,965+1,228.1% | Added |
| Live Oak Private Wealth LLC | 24,830 | $14.5M | 2.36% | −274−1.1% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 24,791 | $14.5M | 1.43% | +287+1.2% | Added |
| Amica Mutual Insurance Co | 24,776 | $14.5M | 1.40% | −1,633−6.2% | Reduced |
| Roundview Capital LLC | 24,679 | $14.4M | 1.05% | −106−0.4% | Reduced |
| Berger Financial Group, Inc | 24,605 | $14.4M | 1.04% | +3,052+14.2% | Added |
| Matrix Asset Advisors Inc | 24,523 | $14.3M | 1.59% | −363−1.5% | Reduced |
| Brookstone Capital Management | 24,289 | $14.2M | 0.21% | +1,529+6.7% | Added |
| Hudson Valley Investment Advisors Inc | 24,146 | $14.1M | 1.56% | +4,926+25.6% | Added |
| Wetherby Asset Management Inc | 24,108 | $14.1M | 0.64% | +60.0% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 24,064 | $14.1M | 0.13% | +3,250+15.6% | Added |
| Core Alternative Capital | 23,965 | $14.0M | 2.71% | +6,489+37.1% | Added |
| Longbow Finance SA | 23,959 | $14.0M | 1.49% | −1,475−5.8% | Reduced |
| Tocqueville Asset Management L.P. | 23,895 | $14.0M | 0.22% | −778−3.2% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 23,883 | $14.0M | 1.17% | +2,365+11.0% | Added |
| Integrated Wealth Concepts LLC | 23,828 | $13.9M | 0.17% | +207+0.9% | Added |