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 |
|---|---|---|---|---|---|
| Navalign, LLC | 1,081 | $546.8K | 0.16% | +4+0.4% | Added |
| Congress Park Capital LLC | 1,085 | $548.9K | 0.20% | +35+3.3% | Added |
| Successful Portfolios LLC | 1,085 | $549.0K | 0.37% | +18+1.7% | Added |
| Blackston Financial Advisory Group, LLC | 1,086 | $549.2K | 0.27% | +123+12.8% | Added |
| Pathway Financial Advisors LLC | 1,087 | $549.9K | 0.13% | −5−0.5% | Reduced |
| 360 Financial, Inc. | 1,088 | $550.4K | 0.20% | +250+29.8% | Added |
| Impact Investors, Inc | 1,089 | $550.9K | 0.43% | +1,089 | New |
| Genesee Capital Advisors, LLC | 1,091 | $551.7K | 0.26% | +101+10.2% | Added |
| Rappaport Reiches Capital Management, LLC | 1,091 | $551.8K | 0.14% | +5+0.5% | Added |
| Cornerstone Capital, Inc. | 1,092 | $552.4K | 0.06% | 00.0% | Unchanged |
| Discipline Wealth Solutions, LLC | 1,092 | $552.4K | 0.26% | +138+14.5% | Added |
| Amplius Wealth Advisors, LLC | 1,093 | $553.0K | 0.06% | +115+11.8% | Added |
| Davis Capital Management | 1,094 | $553.4K | 0.45% | +4+0.4% | Added |
| Heritage Wealth Management, Inc. | 1,095 | $553.9K | 0.47% | +169+18.3% | Added |
| Oxinas Partners Wealth Management LLC | 1,095 | $554.1K | 0.32% | −436−28.5% | Reduced |
| Tower Wealth Partners, Inc. | 1,099 | $555.9K | 0.29% | +62+6.0% | Added |
| Orion Investment Co | 1,100 | $556.4K | 0.22% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 1,100 | $556.4K | 0.14% | +1,100 | New |
| First Command Advisory Services, Inc. | 1,101 | $557.0K | 0.01% | −33−2.9% | Reduced |
| Hengehold Capital Management LLC | 1,103 | $558.0K | 0.05% | −144−11.5% | Reduced |
| Ballast Advisors LLC | 1,104 | $558.5K | 0.17% | −147−11.8% | Reduced |
| Hickory Asset Management, Inc. | 1,105 | $558.8K | 0.47% | +1,105 | New |
| Capital A Wealth Management, LLC | 1,105 | $559.0K | 0.93% | +1,105 | New |
| Watershed Private Wealth LLC | 1,108 | $560.5K | 0.22% | −298−21.2% | Reduced |
| Knights of Columbus Asset Advisors LLC | 1,109 | $561.0K | 0.04% | −97−8.0% | Reduced |
| Oak Thistle LLC | 1,113 | $563.0K | 0.17% | +1,113 | New |
| Forefront Wealth Partners, LLC | 1,114 | $563.5K | 0.42% | +1,114 | New |
| Perbak Capital Partners LLP | 1,115 | $564.0K | 0.30% | −4,633−80.6% | Reduced |
| WPG Advisers, LLC | 1,115 | $564.0K | 0.52% | +1,115 | New |
| Paradigm, Strategies in Wealth Management, LLC | 1,116 | $564.6K | 0.37% | +245+28.1% | Added |
| Sunbeam Capital Management, LLC | 1,116 | $564.7K | 0.52% | +1,116 | New |
| Granite Harbor Advisors, Inc. | 1,119 | $566.1K | 0.31% | +23+2.1% | Added |
| Tillman Hartley LLC | 1,119 | $566.1K | 0.16% | −1−0.1% | Reduced |
| Prostatis Group LLC | 1,120 | $566.6K | 0.17% | +15+1.4% | Added |
| Riverview Trust Co | 1,121 | $567.1K | 0.52% | +33+3.0% | Added |
| Ewa, LLC | 1,122 | $567.8K | 0.21% | +12+1.1% | Added |
| Hemington Wealth Management | 1,126 | $569.0K | 0.14% | +63+5.9% | Added |
| Valley National Advisers Inc | 1,127 | $570.0K | 0.10% | +63+5.9% | Added |
| Broadway Wealth Solutions, Inc. | 1,127 | $570.1K | 0.43% | +1,127 | New |
| Guardian Wealth Advisors, LLC | 1,130 | $571.7K | 0.37% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 1,131 | $572.1K | 0.30% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,131 | $572.1K | 0.28% | 00.0% | Unchanged |
| Planning Center, Inc. | 1,131 | $572.2K | 0.07% | −13−1.1% | Reduced |
| Center for Financial Planning, Inc. | 1,131 | $572.2K | 0.08% | +18+1.6% | Added |
| Benchmark Financial Wealth Advisors, LLC | 1,132 | $572.8K | 0.18% | +6+0.5% | Added |
| Fiduciary Financial Group, LLC | 1,102 | $573.8K | 0.13% | −467−29.8% | Reduced |
| Bedel Financial Consulting, Inc. | 1,065 | $574.9K | 0.08% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 1,140 | $575.1K | 0.32% | −1,689−59.7% | Reduced |
| Iron Horse Wealth Management, LLC | 1,137 | $575.2K | 0.19% | +13+1.2% | Added |
| Paragon Private Wealth Management, LLC | 1,138 | $575.4K | 0.27% | +68+6.4% | Added |
| Lockerman Financial Group, Inc. | 1,138 | $575.7K | 0.98% | +40+3.6% | Added |
| BCS Wealth Management | 1,138 | $576.0K | 0.14% | +11+1.0% | Added |
| MEMBERS Trust Co | 1,140 | $576.7K | 0.02% | −86−7.0% | Reduced |
| HFR Wealth Management, LLC | 1,140 | $576.7K | 0.14% | +110+10.7% | Added |
| Howland Capital Management LLC | 1,144 | $578.7K | 0.03% | +123+12.0% | Added |
| Bullock Wealth Management Group | 1,145 | $579.2K | 0.34% | −107−8.5% | Reduced |
| Hallmark Capital Management Inc | 1,145 | $579.2K | 0.04% | +72+6.7% | Added |
| Tandem Investment Partners LLC | 1,148 | $580.7K | 0.56% | +1,148 | New |
| Elevated Capital Advisors, LLC | 1,151 | $582.1K | 0.16% | +350+43.7% | Added |
| PCG Asset Management, LLC | 1,154 | $583.8K | 0.51% | +1,154 | New |
| Windward Capital Management Co | 1,154 | $583.8K | 0.04% | −41−3.4% | Reduced |
| Visionary Wealth Advisors | 1,154 | $583.9K | 0.03% | −20−1.7% | Reduced |
| One Wealth Capital Management, LLC | 1,155 | $584.3K | 0.30% | +1,155 | New |
| Insight Advisors, LLC | 1,151 | $584.5K | 0.10% | −82−6.7% | Reduced |
| TBH Global Asset Management, LLC | 1,156 | $584.6K | 0.14% | −151−11.6% | Reduced |
| WMG Financial Advisors, LLC | 1,156 | $584.8K | 0.25% | +1,156 | New |
| Gateway Wealth Partners, LLC | 1,158 | $585.8K | 0.15% | +12+1.0% | Added |
| North Forty Two & Co. | 1,159 | $586.3K | 0.68% | +1,159 | New |
| New Covenant Trust Company, N.A. | 1,155 | $586.5K | 0.58% | −24−2.0% | Reduced |
| Birch Hill Investment Advisors LLC | 1,161 | $587.1K | 0.03% | +292+33.6% | Added |
| Foster Group, Inc. | 1,161 | $587.1K | 0.02% | −334−22.3% | Reduced |
| Parcion Private Wealth LLC | 1,162 | $587.8K | 0.04% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 1,164 | $588.8K | 0.12% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 1,167 | $590.1K | 0.15% | +26+2.3% | Added |
| Apella Capital, LLC | 1,167 | $590.3K | 0.02% | −20−1.7% | Reduced |
| Mystic Asset Management, Inc. | 1,167 | $590.3K | 0.16% | +507+76.8% | Added |
| Alteri Wealth LLC | 1,167 | $590.4K | 0.16% | +1,167 | New |
| Dillon & Associates Inc | 1,167 | $591.0K | 0.08% | −38−3.2% | Reduced |
| Goldstone Financial Group, LLC | 1,169 | $591.2K | 0.09% | +203+21.0% | Added |
| Absolute Capital Management, LLC | 1,170 | $592.0K | 0.33% | −1,701−59.2% | Reduced |
| Wealthedge Investment Advisors, LLC | 1,171 | $592.2K | 0.27% | +1,171 | New |
| Traphagen Investment Advisors LLC | 1,172 | $592.8K | 0.06% | +167+16.6% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,176 | $595.3K | 0.03% | +26+2.3% | Added |
| Monograph Wealth Advisors, LLC | 1,177 | $595.5K | 0.08% | +66+5.9% | Added |
| Armbruster Capital Management, Inc. | 1,178 | $595.9K | 0.12% | 00.0% | Unchanged |
| Carson Advisory Inc. | 1,178 | $596.1K | 0.41% | +59+5.3% | Added |
| Topsail Wealth Management, LLC | 1,180 | $596.9K | 0.13% | +1,180 | New |
| Jessup Wealth Management, Inc | 1,180 | $597.0K | 0.25% | −10,711−90.1% | Reduced |
| Baker Boyer National Bank | 1,183 | $598.4K | 0.21% | +10+0.9% | Added |
| LongView Wealth Management | 1,185 | $599.3K | 0.18% | +1,185 | New |
| Stonebridge Financial Planning Group, LLC | 1,190 | $601.9K | 0.27% | −94−7.3% | Reduced |
| W.H. Cornerstone Investments Inc. | 1,195 | $604.4K | 0.40% | −42−3.4% | Reduced |
| JB Capital LLC | 1,197 | $606.1K | 0.03% | −5,946−83.2% | Reduced |
| May Hill Capital, LLC | 1,203 | $608.5K | 0.24% | +1,203 | New |
| Heritage Financial Services, LLC | 1,208 | $611.1K | 0.08% | +53+4.6% | Added |
| Salomon & Ludwin, LLC | 1,211 | $612.6K | 0.06% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 1,211 | $612.6K | 0.24% | −153−11.2% | Reduced |
| Centiva Capital, LP | 1,212 | $613.1K | 0.02% | −43,962−97.3% | Reduced |
| Vista Wealth Management Group, LLC | 1,212 | $613.4K | 0.04% | −17−1.4% | Reduced |
| Goldstein Advisors, LLC | 1,215 | $614.4K | 0.09% | −138−10.2% | Reduced |