Skip to main content
Livermore
Livermore
ZHEN

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.

Q4 2024 vs. Q3 2024

How the institutions holding UnitedHealth Group Inc changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of UNH: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders3,476663,684+274
Shares816.6M4.63M809.6M−2.41M (−0.3%)
Value$474.6B$2.71B$409.5B−$62.3B (−13.2%)

66 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (465)

Institutions that held UnitedHealth Group Inc at the end of Q4 2024 but not at the end of Q3 2024.

Showing the largest 100 of 465 by value.

Institutions new to UNH in Q4 2024
InstitutionSharesValue% of portfolio
Raymond James Financial Inc3,785,120$1.91B0.71%
Viking Global Investors LPSuperinvestorViking Global Investors1,900,457$961.4M3.11%
Universal- Beteiligungs- und Servicegesellschaft mbH726,527$367.5M0.73%
Holocene Advisors, LP506,604$256.3M0.83%
Hudson Bay Capital Management LP440,963$223.1M1.35%
Point72 Asset Management, L.P.376,818$190.6M0.52%
KLP Kapitalforvaltning AS311,435$157.5M0.75%
Lansforsakringar Fondforvaltning AB (publ)305,921$154.8M0.87%
Seilern Investment Management Ltd302,484$153.0M8.72%
Renaissance Technologies LLC278,658$141.0M0.21%
Fisher Funds Management LTD276,479$139.8M3.37%
Brandywine Global Investment Management, LLC195,792$99.0M0.72%
Evelyn Partners Investment Management LLP180,669$91.4M2.97%
Nan Shan Life Insurance Co., Ltd.175,666$88.9M2.13%
Capital Fund Management S.A.167,958$85.0M0.84%
Twinbeech Capital LP135,881$68.7M1.18%
Police & Firemen's Retirement System of New Jersey133,842$67.7M0.66%
Ofi Invest Asset Management128,629$62.8M1.48%
Iron Triangle Partners LP120,700$61.1M7.12%
Vulcan Value Partners, LLC113,489$57.4M0.96%
BLI - Banque de Luxembourg Investments107,210$54.5M1.48%
Ceredex Value Advisors LLC105,237$53.2M1.07%
Samlyn Capital, LLC97,758$49.5M0.79%
Freestone Grove Partners LP96,645$48.9M0.60%
Voloridge Investment Management, LLC93,006$47.0M0.17%
Avanza Fonder AB80,776$40.9M1.21%
Mizuho Markets Americas LLC78,180$39.5M0.76%
Soros Fund Management LLCSuperinvestorSoros Fund Management77,913$39.4M0.69%
Blue Whale Capital LLP76,152$38.5M2.86%
Aquatic Capital Management LLC75,543$38.2M1.03%
Senator Investment Group LP75,000$37.9M1.11%
Aware Super Pty Ltd as trustee of Aware Super69,966$35.4M0.56%
Tudor Investment Corp Et Al67,532$34.2M0.36%
DJE Kapital AG66,702$33.6M0.79%
Raiffeisen Bank International AG60,109$30.5M0.46%
RE Advisers Corp56,200$28.4M0.69%
London & Capital Asset Management Ltd56,089$28.4M2.42%
Union Bancaire Privee, UBP SA55,396$27.2M0.48%
Woodline Partners LP52,657$26.6M0.18%
DSG Capital Advisors, LLC50,619$25.6M4.64%
Triglav Skladi, D.O.O.45,723$23.1M1.82%
Meridiem Capital Partners LP45,030$22.8M2.14%
JPL Wealth Management, LLC43,317$21.9M6.28%
Cable Car Capital LLC43,000$21.8M1.66%
Wealthcare Capital Partners, LLC40,233$20.4M10.60%
Madison Investment Advisors, LLC37,613$19.0M0.21%
Canada Post Corp Registered Pension Plan35,593$18.0M1.06%
Engineers Gate Manager LP31,379$15.9M0.28%
Spire Wealth Management31,333$15.9M0.49%
Groupe la Francaise29,483$15.6M0.40%
Simplex Trading, LLC30,088$15.2M0.43%
Tri Locum Partners LP28,115$14.2M2.95%
Liontrust Investment Partners LLP27,821$14.1M0.20%
Two Sigma Advisers, LP27,800$14.1M0.03%
Heritage Trust Co27,342$13.8M1.63%
GF Fund Management Co. Ltd.23,992$12.1M0.27%
Boston Private Wealth LLC23,752$12.0M0.22%
Parr McKnight Wealth Management Group, LLC23,454$11.9M1.70%
Cary Street Partners Financial LLC22,688$11.5M0.37%
Trexquant Investment LP22,023$11.1M0.13%
Ardsley Advisory Partners LP20,000$10.1M1.96%
Parkman Healthcare Partners LLC20,000$10.1M1.35%
XTX Topco Ltd19,706$9.97M0.84%
Guardian Partners Inc.18,971$9.95M1.01%
Aurdan Capital Management, LLC19,333$9.78M3.75%
Davidson Investment Advisors18,857$9.54M0.46%
Bearing Point Capital, LLC17,647$8.93M1.86%
Sagespring Wealth Partners, LLC17,514$8.86M0.23%
Banque de Luxembourg S.A.15,193$7.72M4.15%
Evelyn Partners Investment Management Services Ltd14,059$7.11M1.24%
Geneos Wealth Management Inc.13,684$6.92M0.24%
MUFG Securities Americas Inc.13,585$6.87M0.87%
Voleon Capital Management LP12,962$6.56M0.49%
Sone Capital Management, LLC12,958$6.55M0.83%
Persistent Asset Partners Ltd11,824$6.41M5.49%
Point72 (DIFC) Ltd12,678$6.41M0.58%
Sivik Global Healthcare LLC12,500$6.32M3.50%
Generali Investments CEE, investicni spolecnost, a.s.11,660$5.90M0.61%
Brentview Investment Management LLC10,801$5.46M3.10%
Stonebridge Financial Group, LLC10,726$5.43M0.60%
ZEGA Investments, LLC10,061$5.36M1.59%
Saranac Partners Ltd10,578$5.35M2.95%
Point72 Asia (Singapore) Pte. Ltd.10,078$5.10M1.35%
Advanced Portfolio Management, LLC10,000$5.06M5.95%
Stenger Family Office, LLC9,749$4.93M1.68%
Burling Wealth Partners, LLC9,369$4.74M0.97%
Point72 Hong Kong Ltd9,334$4.72M0.29%
Fischer Financial Services, Inc.8,808$4.46M1.40%
Readystate Asset Management LP8,635$4.37M0.18%
one8zero8, LLC8,473$4.29M0.92%
Petros Family Wealth, LLC8,091$4.09M4.42%
IFC Advisors LLC7,968$4.03M0.88%
Farmers National Bank7,466$3.78M1.10%
AssuredPartners Investment Advisors, LLC7,196$3.64M0.71%
AlphaCentric Advisors LLC7,123$3.60M3.60%
Exor Capital LLP7,110$3.60M0.10%
Berbice Capital Management LLC7,001$3.54M2.84%
R.H. Investment Group, LLC6,885$3.48M3.28%
SLT Holdings LLC6,838$3.46M3.28%
Himension Fund6,528$3.30M0.23%

Sold out (191)

Institutions that held UnitedHealth Group Inc at the end of Q3 2024 and filed for Q4 2024 without it.

Showing the largest 100 of 191 by value.

Institutions that sold out of UNH in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Lone Pine Capital LLCSuperinvestorLone Pine Capital821,880$480.5M
Sarasin & Partners LLP526,309$307.7M
Carmignac Gestion358,361$209.5M
Marsico Capital Management LLC120,076$70.2M
Steadfast Capital Management LP101,166$59.1M
Worldquant Millennium Advisors LLC69,168$40.4M
Suncoast Equity Management58,876$34.4M
Eagle Health Investments LP50,700$29.6M
Siemens Fonds Invest GmbH30,726$17.1M
Coronation Fund Managers Ltd.28,768$16.8M
Caden Capital Partners, LP26,810$15.7M
LTS One Management LP25,070$14.7M
Dynamic Advisor Solutions LLC22,339$13.1M
Owl Creek Asset Management, L.P.20,484$12.0M
Veriti Management LLC20,374$11.9M
Advanced Asset Management Advisors Inc19,700$10.0M
Soros Capital Management LLC16,900$9.88M
Leuthold Group, LLC16,363$9.57M
Hansen & Associates Financial Group, Inc.16,022$9.13M
Tenere Capital LLC12,023$7.03M
Trium Capital LLP9,354$5.47M
Quest Investment Management LLC7,918$4.63M
Bey-Douglas LLC7,070$4.13M
Seven Eight Capital, LP6,829$3.99M
Templeton & Phillips Capital Management, LLC6,807$3.98M
Wexford Capital LP6,413$3.75M
Next Century Growth Investors LLC4,479$2.62M
Scharf Investments, LLC3,954$2.31M
Fiduciary Family Office, LLC3,806$2.23M
Decatur Capital Management, Inc.3,739$2.19M
Harbert Fund Advisors, Inc.3,500$2.05M
SeaBridge Investment Advisors LLC3,435$2.01M
Unique Wealth, LLC3,427$2.00M
Prelude Capital Management, LLC3,373$1.97M
Nebula Research & Development LLC2,993$1.75M
Caption Management, LLC2,900$1.70M
Ibex Wealth Advisors21,923$1.60M
Calton & Associates, Inc.2,652$1.55M
Bowen Hanes & Co Inc2,561$1.50M
Axq Capital, LP2,306$1.35M
Turtle Creek Wealth Advisors, LLC2,139$1.25M
Blake Schutter Theil Wealth Advisors, LLC2,002$1.17M
Monetta Financial Services Inc2,000$1.17M
Quantum Private Wealth, LLC1,792$1.05M
Sonoma Private Wealth LLC1,552$907.4K
Paloma Partners Management Co1,536$898.1K
Hibernia Wealth Partners, LLC1,373$802.6K
Ellsworth Advisors, LLC1,367$799.3K
KilterHowling LLC1,315$768.8K
Geneva Partners, LLC1,311$766.5K
Lighthouse Investment Partners, LLC1,202$702.8K
nVerses Capital, LLC1,200$701.6K
BHK Investment Advisors, LLC1,088$636.4K
Driehaus Capital Management LLC1,049$613.3K
Koss-Olinger Consulting, LLC1,044$610.0K
Gentry Private Wealth, LLC1,024$598.7K
Tandem Capital Management Corp1,000$584.7K
Financial Insights, Inc.997$582.9K
Hodges Capital Management Inc.975$570.1K
Orser Capital Management, LLC973$568.9K
Bright Futures Wealth Management, LLC.984$554.1K
Chesapeake Capital Corp883$516.3K
Sharkey, Howes & Javer844$493.2K
Clare Market Investments LLC829$484.5K
Greenland Capital Management LP819$478.9K
REDW Wealth LLC802$468.9K
New England Research & Management, Inc.723$423.0K
Paragon Capital Management LLC721$421.6K
Campbell & CO Investment Adviser LLC710$415.1K
Zimmermann Investment Management & Planning LLC667$390.0K
Carr Financial Group Corp610$356.6K
Warther Private Wealth, LLC596$348.5K
Oxbow Advisors, LLC587$343.4K
Hamilton Wealth, LLC571$333.9K
Pacific Global Investment Management CO560$327.4K
Skyline Advisors, Inc.557$325.7K
David R. Rahn & Associates Inc.554$323.9K
Jacobs Levy Equity Management, Inc545$318.7K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna535$312.8K
Industrial Alliance Investment Management Inc.531$310.0K
Advisor Resource Council527$308.2K
NovaPoint Capital, LLC514$300.5K
Options Solutions, LLC503$294.1K
WealthPLAN Partners, LLC499$291.8K
Weil Company, Inc.495$289.4K
Financial Partners Group, Inc489$285.7K
Cutter & CO Brokerage, Inc.482$282.1K
Summitry LLC470$274.8K
Main Street Research LLC463$270.8K
Provident Wealth Management, LLC463$270.7K
Invictus Private Wealth, LLC463$270.7K
MN Wealth Advisors, LLC460$269.1K
Caxton Associates LP460$269.0K
MGO Private Wealth, LLC453$264.9K
RAM Investment Partners, LLC450$263.1K
Apollon Financial, LLC449$262.6K
Wade Financial Advisory, Inc433$253.2K
Power Wealth Management LLC428$250.3K
Betterment LLC425$248.0K
TPG Financial Advisors, LLC424$247.9K

Not filed for Q4 2024 yet (66)

Institutions that held UnitedHealth Group Inc at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UNH in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James & Associates2,361,396$1.38B
Raymond James Financial Services Advisors, Inc.869,710$508.5M
B. Metzler seel. Sohn & Co. Holding AG473,398$276.8M
Eagle Asset Management Inc267,018$164.4M
Fort Pitt Capital Group, LLC161,407$94.4M
SpiderRock Advisors, LLC78,612$46.0M
Raymond James Trust N.A.72,401$42.3M
Rakuten Investment Management, Inc.52,267$30.4M
Chartwell Investment Partners, LLC50,415$29.5M
Banque Cantonale Vaudoise36,773$21.5M
Argent Financial Group, Inc.26,915$15.7M
Smithbridge Asset Management Inc22,429$13.1M
Guardian Capital Advisors LP19,008$11.1M
GYL Financial Synergies, LLC12,183$7.12M
Zega Financial, LLC10,052$5.88M
First Trust Investment Solutions L.P.9,982$5.84M
Pegasus Partners Ltd.8,442$4.94M
Sweet Financial Partners, LLC7,487$4.38M
Gunn & Co Investment Management, Inc.6,981$4.08M
ClariVest Asset Management LLC7,755$3.95M
M&R Capital Management Inc6,364$3.72M
Platte River Wealth Advisors, LLC5,476$3.20M
Inscription Capital, LLC5,441$3.18M
Waypoint Capital Advisors, LLC5,181$3.03M
CIC Wealth, LLC4,274$2.50M
9258 Wealth Management, LLC4,120$2.41M
Brophy Wealth Management, LLC3,855$2.25M
Diversified, LLC3,352$1.96M
Alera Investment Advisors, LLC3,287$1.92M
Kingfisher Capital LLC2,923$1.71M
FinTrust Capital Advisors, LLC2,411$1.41M
LWMG, LLC2,287$1.34M
Planning Capital Management Corp1,899$1.11M
Verdad Advisers, LP1,743$1.02M
Kowal Investment Group, LLC1,488$870.0K
LifePro Asset Management1,207$705.7K
Susquehanna International Group Ltd.1,196$699.3K
Boston Mountain Money Management Inc1,178$688.6K
Cedrus LLC1,158$677.1K
Source Financial Advisors LLC1,135$663.8K
Hyperion Partners, LLC1,075$628.5K
Lesa Sroufe & Co1,025$599.0K
Axiom Advisory, LLC1,024$590.5K
New Potomac Partners, LLC989$578.5K
VitalStone Financial, LLC908$530.9K
Cary Street Partners Asset Management LLC803$469.5K
Garrison Asset Management, LLC771$450.8K
Insight Folios Inc746$436.0K
Financial Planning & Information Services, Inc.699$408.8K
Bridge Advisory, LLC625$365.6K
Alpine Bank Wealth Management598$349.6K
Concentric Wealth Management, LLC587$343.2K
Sage Investment Advisers LLC566$330.9K
First Personal Financial Services540$315.7K
WFA of San Diego, LLC461$269.5K
Prio Wealth Limited Partnership426$249.1K
Northwest Investment Counselors, LLC383$224.0K
Gateway Advisory, LLC355$207.6K
SYSTM Wealth Solutions LLC296$173.1K
Naples Money Management LLC290$169.6K
Peterson Financial Group, Inc.150$87.7K
Carmichael Hill & Associates, Inc.136$79.5K
Annapolis Financial Services, LLC128$74.7K
Halpern Financial, Inc.106$62.8K
BBJS Financial Advisors, LLC60$35.1K
PEAK6 Investments LLC1$830