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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; 3,394 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, Q4 2024

Institutional positions in UnitedHealth Group Inc as of Dec 31, 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
3,685
+274 vs. Q3 2024
Shares held
809.6M
−2.41M (−0.3%) vs. Q3 2024
Total value
$409.5B
−$62.3B (−13.2%) vs. Q3 2024
New holders
465
1,387 more added
Sold out
191
1,493 more reduced

66 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 3,685 institutions
Q1 2021: 2,516 institutionsQ2 2021: 2,592 institutionsQ3 2021: 2,573 institutionsQ4 2021: 2,909 institutionsQ1 2022: 2,966 institutionsQ2 2022: 2,965 institutionsQ3 2022: 2,999 institutionsQ4 2022: 3,160 institutionsQ1 2023: 3,115 institutionsQ2 2023: 3,137 institutionsQ3 2023: 3,145 institutionsQ4 2023: 3,422 institutionsQ1 2024: 3,385 institutionsQ2 2024: 3,407 institutionsQ3 2024: 3,477 institutionsQ4 2024: 3,685 institutionsQ1 2025: 3,614 institutionsQ2 2025: 3,186 institutionsQ3 2025: 3,169 institutionsQ4 2025: 3,312 institutionsQ1 2026: 3,055 institutionsQ2 2026: 3,394 institutions
Value heldQ4 2024: $409.5B
Q1 2021: $307.3BQ2 2021: $330.1BQ3 2021: $321.7BQ4 2021: $413.9BQ1 2022: $418.3BQ2 2022: $422.0BQ3 2022: $413.5BQ4 2022: $434.2BQ1 2023: $383.6BQ2 2023: $388.4BQ3 2023: $407.5BQ4 2023: $428.0BQ1 2024: $398.9BQ2 2024: $411.9BQ3 2024: $474.6BQ4 2024: $409.5BQ1 2025: $424.3BQ2 2025: $241.1BQ3 2025: $253.5BQ4 2025: $248.2BQ1 2026: $202.4BQ2 2026: $325.1B
Institutions holding UNH and their total value by quarter
QuarterHoldersValue
Q2 20263,394$325.1B
Q1 20263,055$202.4B
Q4 20253,312$248.2B
Q3 20253,169$253.5B
Q2 20253,186$241.1B
Q1 20253,614$424.3B
Q4 20243,685$409.5B
Q3 20243,477$474.6B
Q2 20243,407$411.9B
Q1 20243,385$398.9B
Q4 20233,422$428.0B
Q3 20233,145$407.5B
Q2 20233,137$388.4B
Q1 20233,115$383.6B
Q4 20223,160$434.2B
Q3 20222,999$413.5B
Q2 20222,965$422.0B
Q1 20222,966$418.3B
Q4 20212,909$413.9B
Q3 20212,573$321.7B
Q2 20212,592$330.1B
Q1 20212,516$307.3B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q3 2024.

Institutions holding UNH in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
PEAK6 LLC1$6780.00%+1New
Breakwater Investment Management3$1.52K0.00%00.0%Unchanged
Measured Risk Portfolios, Inc.3$1.52K0.00%+3New
Financially Speaking Inc4$2.02K0.00%+4New
Sanctuary Wealth Management, L.L.C.5$2.53K0.00%00.0%Unchanged
Sugar Maple Asset Management, LLC5$2.53K0.00%+5New
Crowley Wealth Management, Inc.5$2.53K0.00%+5New
Cedar Wealth Management, LLC6$3.04K0.00%00.0%Unchanged
Stance Capital LLC6$3.04K0.00%+6New
Investors Research Corp7$3.54K0.00%+7New
Bayforest Capital Ltd7$3.54K0.00%+7New
Carolina Wealth Advisors, LLC8$4.05K0.00%00.0%Unchanged
Gold Investment Management Ltd.8$4.05K0.00%00.0%Unchanged
Pacifica Partners Inc.9$4.54K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC9$4.55K0.00%−2−18.2%Reduced
Tributary Capital Management, LLC9$4.55K0.00%00.0%Unchanged
Burkett Financial Services, LLC9$4.55K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC10$5.06K0.00%+10New
Strategic Investment Solutions, Inc.10$5.06K0.00%+10New
Mountain Hill Investment Partners Corp.10$5.06K0.01%+10New
Parkworth Wealth Management, Inc.11$5.56K0.00%+11New
NBC Securities, Inc.11$5.75K0.53%−11,595−99.9%Reduced
Clal Insurance Enterprises Holdings Ltd12$6.00K0.00%+12New
ROSS\JOHNSON & Associates LLC12$6.07K0.14%+12New
MPWM Advisory Solutions, LLC12$6.07K0.00%+12New
Catherine Avery Investment Management LLC13$6.58K0.01%+13New
Dixon Mitchell Investment Counsel Inc.15$7.59K0.00%+15New
HBC Financial Services, PLLC17$8.00K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd16$8.09K0.00%−8−33.3%Reduced
FLP Wealth Management, LLC17$8.52K0.02%+17New
Christopher J. Hasenberg, Inc17$8.60K0.00%00.0%Unchanged
Financial Gravity Companies, Inc.17$8.60K0.00%+16+1,600.0%Added
Flagship Wealth Advisors, LLC17$8.60K0.01%+17New
Longfellow Investment Management Co LLC18$9.11K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC18$9.11K0.00%00.0%Unchanged
Westend Capital Management, LLC19$9.61K0.00%00.0%Unchanged
Live Oak Investment Partners–$9.61K0.01%––
Winnow Wealth LLC20$9.62K0.01%+20New
Collier Financial19$9.64K0.01%+19New
Stephens Consulting, LLC20$10.1K0.00%00.0%Unchanged
Tower View Investment Management & Research LLC21$10.5K0.01%−623−96.7%Reduced
ESL Trust Services, LLC22$11.1K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC23$11.6K0.01%+23New
Nova Wealth Management, Inc.23$11.6K0.01%+23New
Godsey & Gibb Associates25$12.6K0.00%−18−41.9%Reduced
Anfield Capital Management, LLC25$12.6K0.00%−15−37.5%Reduced
Advantage Trust Co25$12.6K0.01%00.0%Unchanged
PayPay Securities Corp25$12.6K0.55%+2+8.7%Added
NCP Inc.26$13.0K0.01%00.0%Unchanged
JDM Financial Group LLC26$13.2K0.01%−11−29.7%Reduced
Vista Private Wealth Partners. LLC27$13.7K0.01%00.0%Unchanged
Graney & King, LLC28$14.2K0.01%+28New
Conquis Financial LLC28$14.2K0.01%+28New
Harvest Fund Management Co., Ltd30$15.0K0.00%−1,451−98.0%Reduced
Avondale Wealth Management30$15.2K0.01%+30New
Compass Financial Services Inc31$15.7K0.01%+31New
Comprehensive Financial Planning, Inc.31$15.7K0.01%+31New
Contravisory Investment Management, Inc.33$16.7K0.00%+33New
Chapman Financial Group, LLC33$16.7K0.01%+33New
Insight Financial Services33$17.0K0.01%00.0%Unchanged
Fairway Wealth LLC35$17.7K0.01%+35New
Kentucky Trust Co39$19.7K0.01%+39New
Chesapeake Asset Management LLC39$20.2K0.02%+8+25.8%Added
POM Investment Strategies, LLC40$20.2K0.02%+16+66.7%Added
Robbins Farley LLC40$20.2K0.01%00.0%Unchanged
Lummis Asset Management, LP46$23.3K0.03%00.0%Unchanged
Kathleen S. Wright Associates Inc.47$23.8K0.01%00.0%Unchanged
Providence First Trust Co47$23.8K0.01%+47New
O'Brien Wealth Partners LLC50$25.3K0.00%00.0%Unchanged
NewSquare Capital LLC50$25.3K0.00%+50New
Ravenstone Capital Management Inc.50$25.3K0.01%+50New
Legend Financial Advisors, Inc.51$25.8K0.02%00.0%Unchanged
Marshall & Sterling Wealth Advisors Inc.52$25.9K0.02%+52New
Pflug Koory, LLC52$26.3K0.01%00.0%Unchanged
CGC Financial Services, LLC55$27.8K0.01%00.0%Unchanged
West Financial Advisors, LLC55$27.8K0.01%00.0%Unchanged
LFA - Lugano Financial Advisors SA57$28.8K0.02%00.0%Unchanged
Knott David M Jr57$28.8K0.01%00.0%Unchanged
Battery Global Advisors, LLC58$29.2K0.02%+1+1.8%Added
Aster Capital Management (DIFC) Ltd59$29.8K0.01%+59New
AlphaMark Advisors, LLC60$30.0K0.01%+60New
Marshall Investment Management, LLC51$30.2K0.02%+51New
Oliver Lagore Vanvalin Investment Group60$30.4K0.01%−14−18.9%Reduced
Stuart Chaussee & Associates, Inc.61$30.9K0.01%00.0%Unchanged
Hurley Capital, LLC55$31.3K0.03%+55New
Northwest Capital Management Inc62$31.4K0.01%00.0%Unchanged
Signature Resources Capital Management, LLC63$31.9K0.03%00.0%Unchanged
Promus Capital, LLC63$31.9K0.02%+63New
Glass Jacobson Investment Advisors llc68$34.4K0.01%−26−27.7%Reduced
Cedar Mountain Advisors, LLC68$34.5K0.01%−9−11.7%Reduced
Tucker Asset Management LLC69$34.9K0.00%+3+4.5%Added
Global Wealth Strategies & Associates70$35.4K0.01%+17+32.1%Added
XY Capital Ltd70$35.4K0.04%+70New
Syntax Research, Inc.71$35.9K0.03%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.72$36.5K0.02%+1+1.4%Added
Cranbrook Wealth Management, LLC73$36.9K0.01%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC74$37.4K0.00%−395−84.2%Reduced
Evolution Advisers, Inc.77$38.0K0.02%00.0%Unchanged
Transcendent Capital Group LLC79$40.0K0.02%00.0%Unchanged
Pillar Financial Advisors, LLC80$40.5K0.03%+80New