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, 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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Van Strum & Towne Inc. | 945 | $478.0K | 0.17% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 948 | $479.5K | 0.06% | +9+1.0% | Added |
| DAGCO, Inc. | 949 | $480.3K | 0.16% | +949 | New |
| Consilio Wealth Advisors, LLC | 951 | $480.9K | 0.20% | −22−2.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 951 | $481.1K | 0.22% | −94−9.0% | Reduced |
| Creative Financial Designs Inc | 951 | $481.3K | 0.04% | +7+0.7% | Added |
| Hexagon Capital Partners LLC | 953 | $482.1K | 0.09% | −161−14.5% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 956 | $483.6K | 0.36% | +2+0.2% | Added |
| Elite Wealth Management, Inc. | 956 | $483.7K | 0.11% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 956 | $483.8K | 0.13% | +11+1.2% | Added |
| San Luis Wealth Advisors LLC | 956 | $484.0K | 0.09% | −6,035−86.3% | Reduced |
| Palouse Capital Management, Inc. | 959 | $484.9K | 0.32% | −3,268−77.3% | Reduced |
| Darwin Advisors, LLC | 959 | $485.4K | 0.16% | −43−4.3% | Reduced |
| Cache Advisors, LLC | 962 | $486.6K | 0.20% | +962 | New |
| Global Financial Private Client, LLC | 964 | $487.6K | 0.18% | +11+1.2% | Added |
| StrongBox Wealth, LLC | 966 | $488.7K | 0.21% | −180−15.7% | Reduced |
| Atom Investors LP | 970 | $490.7K | 0.06% | −20,706−95.5% | Reduced |
| Washington Trust Advisors, Inc. | 971 | $491.2K | 0.04% | +153+18.7% | Added |
| Brucke Financial, Inc. | 907 | $492.1K | 0.42% | +907 | New |
| Ascent Capital Management, LLC | 974 | $492.9K | 0.50% | +974 | New |
| Family Wealth Group, LLC | 977 | $494.3K | 0.38% | −7−0.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 977 | $494.4K | 0.14% | −40−3.9% | Reduced |
| Breed's Hill Capital LLC | 979 | $494.9K | 0.26% | +428+77.7% | Added |
| McAdam, LLC | 980 | $495.9K | 0.03% | +221+29.1% | Added |
| Washburn Capital Management, Inc. | 980 | $496.0K | 0.31% | −2−0.2% | Reduced |
| FDx Advisors, Inc. | 981 | $496.0K | 0.15% | −199−16.9% | Reduced |
| Aldebaran Financial Inc. | 978 | $496.6K | 0.58% | 00.0% | Unchanged |
| Old Port Advisors | 982 | $496.7K | 0.14% | +6+0.6% | Added |
| Lantz Financial LLC | 985 | $498.3K | 0.13% | −104−9.6% | Reduced |
| Palmer Knight Co | 985 | $498.3K | 0.22% | 00.0% | Unchanged |
| Persium Advisors, LLC | 986 | $498.8K | 0.49% | +986 | New |
| Fortress Financial Group, LLC | 987 | $499.5K | 0.50% | +987 | New |
| Evergreen Wealth Solutions, LLC | 991 | $501.3K | 0.35% | +76+8.3% | Added |
| New Wave Wealth Advisors LLC | 992 | $501.8K | 0.21% | −75−7.0% | Reduced |
| Intrepid Financial Planning Group LLC | 993 | $502.3K | 0.21% | −200−16.8% | Reduced |
| Chicago Capital, LLC | 993 | $502.3K | 0.01% | −2−0.2% | Reduced |
| Bruce G. Allen Investments, LLC | 994 | $502.8K | 0.41% | +10+1.0% | Added |
| Matauro, LLC | 994 | $503.1K | 0.11% | +994 | New |
| PUREfi Wealth, LLC | 997 | $504.3K | 0.49% | +997 | New |
| Intact Investment Management Inc. | 1,000 | $505.9K | 0.02% | −500−33.3% | Reduced |
| AtlasMark Financial, Inc | 1,000 | $505.9K | 0.46% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 1,003 | $507.4K | 0.06% | −4−0.4% | Reduced |
| Tempus Wealth Planning, LLC | 1,003 | $507.4K | 0.16% | +141+16.4% | Added |
| ZRC Wealth Management, LLC | 1,003 | $507.5K | 0.21% | +4+0.4% | Added |
| Commonwealth Financial Services, LLC | 1,004 | $508.0K | 0.10% | +209+26.3% | Added |
| Waddell & Associates, LLC | 1,008 | $509.7K | 0.05% | +3+0.3% | Added |
| Rossby Financial, LCC | 1,008 | $509.9K | 0.32% | +1,008 | New |
| Traveka Wealth, LLC | 1,008 | $510.1K | 0.28% | −17−1.7% | Reduced |
| Winslow Capital Management, LLC | 1,009 | $510.4K | 0.00% | −263−20.7% | Reduced |
| Fogel Capital Management, Inc. | 1,009 | $510.4K | 0.26% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 1,009 | $510.5K | 0.13% | −20−1.9% | Reduced |
| Dimension Capital Management LLC | 1,011 | $511.4K | 0.08% | +4+0.4% | Added |
| MFA Wealth Services | 1,011 | $511.5K | 0.41% | +1,011 | New |
| Wealth Forward, LLC | 1,012 | $511.9K | 0.36% | −255−20.1% | Reduced |
| Oxford Financial Group Ltd | 1,014 | $512.8K | 0.03% | −250−19.8% | Reduced |
| Integral Investment Advisors, Inc. | 1,015 | $513.2K | 0.17% | +34+3.5% | Added |
| Mendel Capital Management LLC | 1,015 | $513.5K | 0.31% | −134−11.7% | Reduced |
| Codex Capital Asset Management L.L.C. | 1,000 | $513.9K | 0.23% | −1,700−63.0% | Reduced |
| Fernwood Investment Management, LLC | 1,018 | $515.0K | 0.18% | −66−6.1% | Reduced |
| Lord & Richards Wealth Management, LLC | 1,018 | $515.0K | 1.09% | +1,018 | New |
| Angeles Investment Advisors, LLC | 1,019 | $515.5K | 0.02% | −135−11.7% | Reduced |
| Sherbrooke Park Advisers LLC | 1,019 | $515.5K | 0.16% | +1,019 | New |
| Peoples Bank | 1,024 | $518.0K | 0.30% | −326−24.1% | Reduced |
| SWP Financial LLC | 1,026 | $519.0K | 0.31% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,029 | $520.5K | 0.26% | +27+2.7% | Added |
| Sims Investment Management, LLC | 1,032 | $522.0K | 0.30% | +1,032 | New |
| Werba Rubin Papier Wealth Management | 1,032 | $522.3K | 0.12% | −109−9.6% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 1,033 | $522.6K | 0.18% | 00.0% | Unchanged |
| Elser Financial Planning, Inc | 1,035 | $523.6K | 0.03% | +1,035 | New |
| Holistic Financial Partners | 1,035 | $523.6K | 0.26% | +149+16.8% | Added |
| Diligent Investors, LLC | 1,036 | $524.3K | 0.12% | +501+93.6% | Added |
| Unionview, LLC | 1,038 | $525.1K | 0.38% | +1+0.1% | Added |
| Osborne Partners Capital Management, LLC | 1,040 | $526.1K | 0.03% | −62−5.6% | Reduced |
| Alhambra Investment Partners LLC | 1,044 | $528.1K | 0.27% | 00.0% | Unchanged |
| Aspire Growth Partners LLC | 1,046 | $529.1K | 0.52% | +1,046 | New |
| Perritt Capital Management Inc | 1,046 | $529.4K | 0.28% | +9+0.9% | Added |
| SignalPoint Asset Management, LLC | 1,047 | $529.6K | 0.13% | +14+1.4% | Added |
| Gillespie Robinson & Grimm Inc | 1,048 | $530.1K | 0.04% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 1,048 | $530.5K | 0.15% | −200−16.0% | Reduced |
| Sandy Cove Advisors, LLC | 1,051 | $531.7K | 0.21% | +66+6.7% | Added |
| Ridgecrest Wealth Partners, LLC | 1,052 | $532.3K | 0.29% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 1,053 | $532.6K | 0.04% | 00.0% | Unchanged |
| Darden Wealth Group Inc | 1,054 | $533.2K | 0.36% | 00.0% | Unchanged |
| BBR Partners, LLC | 1,054 | $533.2K | 0.04% | +554+110.8% | Added |
| Garden State Investment Advisory Services LLC | 1,052 | $534.2K | 0.16% | −85−7.5% | Reduced |
| STAR Financial Bank | 1,057 | $534.7K | 0.38% | −420−28.4% | Reduced |
| Avantra Family Wealth, Inc. | 1,058 | $535.2K | 0.50% | +1,058 | New |
| Compass Capital Corp | 1,050 | $535.4K | 0.21% | +1,050 | New |
| Guerra Advisors Inc | 1,062 | $537.1K | 0.30% | +1,062 | New |
| Benedict Financial Advisors Inc | 1,065 | $538.7K | 0.13% | +9+0.9% | Added |
| Bank of Hawaii | 1,065 | $538.7K | 0.03% | −3,198−75.0% | Reduced |
| Cheviot Value Management, LLC | 1,069 | $540.8K | 0.10% | +118+12.4% | Added |
| Michael B. Yongue | 1,069 | $540.8K | 0.43% | +236+28.3% | Added |
| Sage Rhino Capital LLC | 1,071 | $541.8K | 0.12% | −35−3.2% | Reduced |
| Security National Bank of So Dak | 1,071 | $541.8K | 0.30% | +141+15.2% | Added |
| Ipswich Investment Management Co., Inc. | 1,072 | $542.3K | 0.13% | −12−1.1% | Reduced |
| Atala Financial Inc | 1,072 | $542.3K | 0.38% | +1,072 | New |
| Defined Financial Planning LLC | 1,076 | $544.3K | 0.58% | +1,076 | New |
| Smith Anglin Financial, LLC | 1,077 | $544.6K | 0.05% | −141−11.6% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,078 | $546.0K | 0.23% | 00.0% | Unchanged |