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 |
|---|---|---|---|---|---|
| Buckingham Capital Management, Inc. | 23,777 | $13.9M | 1.59% | −1,674−6.6% | Reduced |
| Principal Securities, Inc. | 23,726 | $13.9M | 0.34% | +1,933+8.9% | Added |
| Abner Herrman & Brock LLC | 23,675 | $13.8M | 1.67% | −101−0.4% | Reduced |
| Summit Financial, LLC | 23,528 | $13.8M | 0.54% | −1,016−4.1% | Reduced |
| North Star Asset Management Inc | 23,424 | $13.7M | 0.61% | +671+2.9% | Added |
| Anchor Investment Management, LLC | 23,310 | $13.6M | 1.29% | +1,128+5.1% | Added |
| Plato Investment Management Ltd | 23,266 | $13.6M | 1.10% | +1,070+4.8% | Added |
| Miramar Capital, LLC | 23,227 | $13.6M | 3.17% | −98−0.4% | Reduced |
| Logan Capital Management Inc | 23,220 | $13.6M | 0.56% | −978−4.0% | Reduced |
| Moneta Group Investment Advisors LLC | 23,189 | $13.6M | 0.20% | −1,054−4.3% | Reduced |
| High Note Wealth, LLC | 23,173 | $13.5M | 3.87% | +89+0.4% | Added |
| Princeton Global Asset Management LLC | 23,168 | $13.5M | 2.63% | +708+3.2% | Added |
| Sonora Investment Management Group, LLC | 23,113 | $13.5M | 1.00% | +736+3.3% | Added |
| Lowe Brockenbrough & Co Inc | 22,998 | $13.4M | 0.86% | −3,512−13.2% | Reduced |
| Crossmark Global Holdings, Inc. | 22,998 | $13.4M | 0.24% | −1,132−4.7% | Reduced |
| Greenleaf Trust | 22,981 | $13.4M | 0.12% | +539+2.4% | Added |
| Robeco Schweiz AG | 22,971 | $13.4M | 0.25% | 00.0% | Unchanged |
| L1 Capital International Pty Ltd | 22,824 | $13.3M | 4.26% | −8,778−27.8% | Reduced |
| Beese Fulmer Investment Management, Inc. | 22,760 | $13.3M | 1.14% | +279+1.2% | Added |
| Capital Investment Advisors, LLC | 22,714 | $13.3M | 0.27% | +1,759+8.4% | Added |
| Haverford Financial Services, Inc. | 22,707 | $13.3M | 3.80% | −2,827−11.1% | Reduced |
| Cozad Asset Management Inc | 22,628 | $13.2M | 1.26% | +907+4.2% | Added |
| Grimes & Company, Inc. | 22,589 | $13.2M | 0.36% | −4,658−17.1% | Reduced |
| Churchill Management Corp | 22,543 | $13.2M | 0.15% | −343−1.5% | Reduced |
| Advisory Research Inc | 22,534 | $13.2M | 2.34% | −651−2.8% | Reduced |
| Smithbridge Asset Management Inc | 22,429 | $13.1M | 2.26% | +880+4.1% | Added |
| WoodTrust Financial Corp | 22,411 | $13.1M | 1.86% | +735+3.4% | Added |
| Iyo Bank, Ltd. | 22,410 | $13.1M | 4.65% | +1,020+4.8% | Added |
| Dynamic Advisor Solutions LLC | 22,339 | $13.1M | 0.39% | −3,231−12.6% | Reduced |
| CAPROCK Group, Inc. | 22,294 | $13.0M | 0.47% | +1,288+6.1% | Added |
| Quadrature Capital Ltd | 22,210 | $13.0M | 0.29% | −39,241−63.9% | Reduced |
| Leavell Investment Management, Inc. | 22,206 | $13.0M | 0.65% | −811−3.5% | Reduced |
| Concurrent Investment Advisors, LLC | 21,999 | $12.9M | 0.38% | +920+4.4% | Added |
| Van Hulzen Asset Management, LLC | 21,897 | $12.8M | 0.93% | −4,119−15.8% | Reduced |
| Dividend Assets Capital, LLC | 21,783 | $12.7M | 2.44% | +122+0.6% | Added |
| Beacon Investment Advisory Services, Inc. | 21,754 | $12.7M | 0.53% | −264−1.2% | Reduced |
| Ascent Group, LLC | 21,746 | $12.7M | 0.96% | −250−1.1% | Reduced |
| Signaturefd, LLC | 21,696 | $12.7M | 0.24% | +1,293+6.3% | Added |
| Atom Investors LP | 21,676 | $12.7M | 1.33% | +21,259+5,098.1% | Added |
| GDS Wealth Management | 21,539 | $12.6M | 1.23% | +1,761+8.9% | Added |
| Broderick Brian C | 21,497 | $12.6M | 2.46% | +100+0.5% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 21,469 | $12.6M | 2.14% | −620−2.8% | Reduced |
| Scholtz & Company, LLC | 21,381 | $12.5M | 5.90% | −7,276−25.4% | Reduced |
| Mission Wealth Management, LP | 21,148 | $12.4M | 0.31% | −745−3.4% | Reduced |
| Hilltop Holdings Inc. | 21,069 | $12.3M | 0.80% | +14,163+205.1% | Added |
| Richard Bernstein Advisors LLC | 21,062 | $12.3M | 0.26% | −1,432−6.4% | Reduced |
| Savant Capital, LLC | 20,956 | $12.3M | 0.10% | +4,904+30.6% | Added |
| Running Oak Capital LLC | 20,926 | $12.2M | 1.66% | −972−4.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 20,921 | $12.2M | 0.84% | −1,369−6.1% | Reduced |
| Woodmont Investment Counsel LLC | 20,892 | $12.2M | 0.92% | −922−4.2% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 20,550 | $12.0M | 0.84% | +20,086+4,328.9% | Added |
| Owl Creek Asset Management, L.P. | 20,484 | $12.0M | 1.75% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 20,480 | $12.0M | 0.41% | +758+3.8% | Added |
| Americana Partners, LLC | 20,377 | $11.9M | 0.81% | +1,984+10.8% | Added |
| Veriti Management LLC | 20,374 | $11.9M | 0.64% | +3,196+18.6% | Added |
| Simplify Asset Management Inc. | 20,372 | $11.9M | 0.82% | +6,772+49.8% | Added |
| NBT Bank N A | 20,362 | $11.9M | 0.80% | −667−3.2% | Reduced |
| TCTC Holdings, LLC | 20,320 | $11.9M | 0.40% | +18+0.1% | Added |
| Evoke Wealth, LLC | 20,244 | $11.8M | 0.32% | +20,244 | New |
| Earnest Partners LLC | 20,221 | $11.8M | 0.05% | −80.0% | Reduced |
| Greenwich Wealth Management LLC | 20,197 | $11.8M | 0.80% | −88−0.4% | Reduced |
| Eldred Rock Partners, LLC | 20,149 | $11.8M | 3.94% | +843+4.4% | Added |
| Toth Financial Advisory Corp | 20,001 | $11.7M | 1.38% | −90.0% | Reduced |
| Mutual Advisors, LLC | 20,835 | $11.7M | 0.34% | +1,346+6.9% | Added |
| Stratos Wealth Partners, LTD. | 19,891 | $11.6M | 0.17% | +80.0% | Added |
| AIA Group Ltd | 19,877 | $11.6M | 0.30% | +3,476+21.2% | Added |
| Kingswood Wealth Advisors, LLC | 19,872 | $11.6M | 0.83% | +4,770+31.6% | Added |
| Wedbush Securities Inc | 19,747 | $11.5M | 0.43% | −5,032−20.3% | Reduced |
| Bourgeon Capital Management LLC | 19,711 | $11.5M | 2.22% | +14,316+265.4% | Added |
| Stokes Capital Advisors, LLC | 19,490 | $11.4M | 2.92% | −226−1.1% | Reduced |
| Johnson Financial Group, Inc. | 19,461 | $11.4M | 0.52% | −735−3.6% | Reduced |
| Pictet North America Advisors SA | 19,385 | $11.3M | 1.12% | −971−4.8% | Reduced |
| Fulcrum Capital LLC | 19,359 | $11.3M | 2.47% | +63+0.3% | Added |
| TD Private Client Wealth LLC | 19,344 | $11.3M | 0.33% | −883−4.4% | Reduced |
| Ascent Wealth Partners, LLC | 19,343 | $11.3M | 1.58% | −117−0.6% | Reduced |
| Pallas Capital Advisors LLC | 20,154 | $11.3M | 0.48% | −596−2.9% | Reduced |
| Tran Capital Management, L.P. | 19,300 | $11.3M | 1.22% | −169−0.9% | Reduced |
| McKinley Carter Wealth Services, Inc. | 19,286 | $11.3M | 0.68% | +490+2.6% | Added |
| Mirabaud & Cie SA | 19,207 | $11.2M | 3.26% | +9,191+91.8% | Added |
| Global Retirement Partners, LLC | 19,050 | $11.1M | 0.34% | +234+1.2% | Added |
| James Investment Research Inc | 18,967 | $11.1M | 1.28% | −374−1.9% | Reduced |
| Pine Valley Investments Ltd Liability Co | 18,963 | $11.1M | 0.76% | +930+5.2% | Added |
| Guardian Capital Advisors LP | 19,008 | $11.1M | 1.09% | +766+4.2% | Added |
| Profund Advisors LLC | 18,946 | $11.1M | 0.42% | +492+2.7% | Added |
| Mattern Capital Management, LLC | 18,942 | $11.1M | 1.39% | −65−0.3% | Reduced |
| Prospera Financial Services Inc | 18,926 | $11.1M | 0.28% | +399+2.2% | Added |
| EFG Asset Management (Americas) Corp. | 18,785 | $11.0M | 2.15% | −392−2.0% | Reduced |
| Caldwell Trust Co | 18,772 | $11.0M | 1.15% | −622−3.2% | Reduced |
| Kesler, Norman & Wride, LLC | 18,769 | $11.0M | 2.15% | −2,710−12.6% | Reduced |
| LGT Group Foundation | 18,462 | $10.9M | 0.18% | −567−3.0% | Reduced |
| Motco | 18,677 | $10.9M | 1.09% | −989−5.0% | Reduced |
| Bank of Nova Scotia Trust Co | 18,676 | $10.9M | 1.11% | +968+5.5% | Added |
| Strong Tower Advisory Services | 18,580 | $10.9M | 3.03% | −2,393−11.4% | Reduced |
| Wedge Capital Management L L P | 18,558 | $10.9M | 0.19% | −2,590−12.2% | Reduced |
| Forbes J M & Co LLP | 18,551 | $10.8M | 1.06% | −359−1.9% | Reduced |
| Jupiter Asset Management Ltd | 18,543 | $10.8M | 0.10% | −295−1.6% | Reduced |
| Ritholtz Wealth Management | 18,391 | $10.8M | 0.32% | +5,339+40.9% | Added |
| Icon Wealth Advisors, LLC | 18,333 | $10.7M | 0.89% | −213−1.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 18,333 | $10.7M | 0.32% | +595+3.4% | Added |
| Soltis Investment Advisors LLC | 18,296 | $10.7M | 1.05% | −624−3.3% | Reduced |