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 |
|---|---|---|---|---|---|
| NavPoint Financial, Inc. | 1,215 | $614.5K | 0.49% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 1,215 | $614.7K | 0.33% | +361+42.3% | Added |
| Newbridge Financial Services Group, Inc. | 1,220 | $617.1K | 0.16% | −40−3.2% | Reduced |
| Canvas Wealth Advisors, LLC | 1,221 | $617.8K | 0.16% | +3+0.2% | Added |
| Aspen Grove Capital, LLC | 1,222 | $618.2K | 0.13% | −107−8.1% | Reduced |
| Midwest Financial Group LLC | 1,223 | $618.8K | 0.36% | −28−2.2% | Reduced |
| Waters Parkerson & Co., LLC | 1,226 | $620.2K | 0.03% | +126+11.5% | Added |
| Coastal Investment Advisors, Inc. | 1,209 | $620.2K | 0.25% | −256−17.5% | Reduced |
| Auxano Advisors, LLC | 1,228 | $621.2K | 0.16% | +39+3.3% | Added |
| Quadrant Private Wealth Management, LLC | 1,232 | $623.2K | 0.15% | −26−2.1% | Reduced |
| Monterey Private Wealth, Inc. | 1,233 | $623.5K | 0.21% | +182+17.3% | Added |
| Whipplewood Advisors, LLC | 1,236 | $625.2K | 0.36% | +1,236 | New |
| TFB Advisors LLC | 1,239 | $626.8K | 0.18% | +18+1.5% | Added |
| First Heartland Consultants, Inc. | 1,240 | $627.0K | 0.06% | +74+6.3% | Added |
| Consolidated Portfolio Review Corp | 1,245 | $629.6K | 0.10% | −167−11.8% | Reduced |
| Bolthouse Investments, LLC | 1,247 | $630.8K | 0.58% | +1,247 | New |
| Avory & Company, LLC | 1,249 | $631.8K | 0.35% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 1,250 | $632.1K | 0.06% | +309+32.8% | Added |
| Atlas Brown,Inc. | 1,251 | $633.0K | 0.22% | +4+0.3% | Added |
| Crescent Grove Advisors, LLC | 1,251 | $633.0K | 0.06% | +65+5.5% | Added |
| Arcataur Capital Management LLC | 1,252 | $633.3K | 0.21% | +155+14.1% | Added |
| 49 Wealth Management, LLC | 1,253 | $633.6K | 0.09% | +94+8.1% | Added |
| Code Waechter LLC | 1,253 | $633.9K | 0.55% | −26−2.0% | Reduced |
| NFP Retirement, Inc. | 1,254 | $634.2K | 0.05% | −63−4.8% | Reduced |
| Veracity Capital LLC | 1,258 | $636.4K | 0.23% | +88+7.5% | Added |
| Washington Trust Co | 1,263 | $638.8K | 0.02% | −131−9.4% | Reduced |
| HF Advisory Group, LLC | 1,263 | $639.3K | 0.29% | +64+5.3% | Added |
| Lakeshore Capital Group, Inc. | 1,265 | $639.9K | 0.97% | +1,265 | New |
| Prairiewood Capital, LLC | 1,266 | $640.5K | 0.27% | 00.0% | Unchanged |
| DDFG, Inc | 1,268 | $641.5K | 0.19% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,269 | $642.0K | 0.12% | −6−0.5% | Reduced |
| Penobscot Wealth Management | 1,269 | $642.0K | 0.30% | +35+2.8% | Added |
| Black Diamond Financial, LLC | 1,272 | $643.5K | 0.10% | +51+4.2% | Added |
| PKS Advisory Services, LLC | 1,274 | $644.8K | 0.18% | +1,274 | New |
| Carroll Investors, Inc | 1,273 | $645.5K | 0.36% | +809+174.4% | Added |
| BCK Partners, Inc. | 1,285 | $650.0K | 0.40% | −11−0.8% | Reduced |
| Wealth Group, Ltd. | 1,286 | $651.0K | 0.42% | +17+1.3% | Added |
| Altiora Financial Group, LLC | 1,288 | $651.5K | 0.14% | 00.0% | Unchanged |
| VeraBank, N.A. | 1,291 | $653.1K | 0.18% | −8−0.6% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 1,292 | $653.8K | 0.07% | −8−0.6% | Reduced |
| Twin City Private Wealth, LLC | 1,293 | $654.1K | 0.58% | +25+2.0% | Added |
| One + One Wealth Management, LLC | 1,295 | $655.1K | 0.38% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 1,205 | $655.2K | 0.46% | −1,118−48.1% | Reduced |
| Wellspring Financial Advisors, LLC | 1,295 | $655.4K | 0.07% | −124−8.7% | Reduced |
| Leo Wealth, LLC | 1,296 | $655.4K | 0.06% | −371−22.3% | Reduced |
| Core Wealth Partners LLC | 1,296 | $655.6K | 0.38% | −349−21.2% | Reduced |
| Onyx Bridge Wealth Group LLC | 1,298 | $656.8K | 0.09% | −188−12.7% | Reduced |
| First Western Trust Bank | 1,300 | $657.6K | 0.03% | +18+1.4% | Added |
| Novak & Powell Financial Services, Inc. | 1,301 | $657.9K | 0.39% | +5+0.4% | Added |
| Winthrop Advisory Group LLC | 1,301 | $658.2K | 0.08% | +31+2.4% | Added |
| Blueprint Investment Partners LLC | 1,302 | $658.6K | 0.10% | −1,756−57.4% | Reduced |
| Resurgent Financial Advisors LLC | 1,304 | $659.6K | 0.39% | −67−4.9% | Reduced |
| 44 Wealth Management LLC | 1,309 | $662.2K | 0.25% | +21+1.6% | Added |
| Y.D. More Investments Ltd | 1,312 | $663.5K | 0.06% | −1,796−57.8% | Reduced |
| Aspetuck Financial Management LLC | 1,314 | $664.7K | 0.52% | +1,314 | New |
| Lewis Asset Management, LLC | 1,318 | $666.5K | 0.51% | +142+12.1% | Added |
| Rosenberg Matthew Hamilton | 1,320 | $667.9K | 0.17% | +442+50.3% | Added |
| Aviso Wealth Management | 1,328 | $671.8K | 0.34% | +494+59.2% | Added |
| Thomasville National Bank | 1,330 | $672.8K | 0.05% | −2−0.2% | Reduced |
| Grant Private Wealth Management Inc | 1,331 | $673.3K | 0.73% | +1,331 | New |
| Aprio Wealth Management, LLC | 1,337 | $676.2K | 0.10% | +183+15.9% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 1,339 | $677.5K | 0.22% | +198+17.4% | Added |
| Bouchey Financial Group Ltd | 1,342 | $678.9K | 0.06% | −132−9.0% | Reduced |
| Kraft, Davis & Associates, LLC | 1,277 | $678.9K | 0.19% | +9+0.7% | Added |
| Arcus Capital Partners, LLC | 1,373 | $679.3K | 0.21% | −165−10.7% | Reduced |
| Copley Financial Group, Inc. | 1,349 | $682.4K | 0.52% | +4+0.3% | Added |
| Birinyi Associates Inc | 1,350 | $682.9K | 0.19% | 00.0% | Unchanged |
| Disciplined Investors, L.L.C. | 1,263 | $683.7K | 0.66% | +1,263 | New |
| Brown, Lisle/Cummings, Inc. | 1,352 | $683.9K | 0.20% | +17+1.3% | Added |
| Panoramic Capital Partners, LLC | 1,353 | $684.4K | 0.60% | +1,353 | New |
| New Century Financial Group, LLC | 1,335 | $685.0K | 0.29% | −522−28.1% | Reduced |
| Washington Capital Management Inc | 1,355 | $685.4K | 0.54% | −15−1.1% | Reduced |
| Townsend Asset Management Corp | 1,358 | $686.9K | 0.25% | −15−1.1% | Reduced |
| Renaissance Group LLC | 1,360 | $687.8K | 0.03% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 1,360 | $688.1K | 0.13% | +755+124.8% | Added |
| Ignite Planners, LLC | 1,343 | $688.7K | 0.15% | −10−0.7% | Reduced |
| Cahaba Wealth Management, Inc. | 1,364 | $689.9K | 0.06% | +6+0.4% | Added |
| Kavar Capital Partners Group, LLC | 1,364 | $690.0K | 0.12% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 1,365 | $690.4K | 0.08% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,365 | $690.5K | 0.12% | +86+6.7% | Added |
| PrairieView Partners, LLC | 1,367 | $691.0K | 0.07% | −38−2.7% | Reduced |
| Sanders Morris Harris LLC | 1,367 | $692.4K | 0.10% | +4+0.3% | Added |
| Jamison Private Wealth Management, Inc. | 1,371 | $693.4K | 0.10% | +146+11.9% | Added |
| Whalen Wealth Management Inc. | 1,372 | $694.0K | 0.48% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 1,375 | $695.4K | 0.12% | −219−13.7% | Reduced |
| Redwood Investment Management, LLC | 1,376 | $696.0K | 0.07% | +581+73.1% | Added |
| Versant Capital Management, Inc | 1,376 | $696.1K | 0.15% | +365+36.1% | Added |
| Talon Private Wealth, LLC | 1,377 | $696.6K | 0.15% | +1,210+724.6% | Added |
| JGP Global Gestao de Recursos Ltda. | 1,380 | $698.1K | 1.59% | −882−39.0% | Reduced |
| Howard Bailey Securities, LLC | 1,381 | $698.6K | 0.26% | −31−2.2% | Reduced |
| American State Bank (Iowa) | 1,381 | $698.6K | 0.42% | +16+1.2% | Added |
| Strait & Sound Wealth Management LLC | 1,381 | $698.6K | 0.32% | +65+4.9% | Added |
| First Bank & Trust | 1,383 | $699.6K | 0.13% | +120+9.5% | Added |
| Impax Asset Management Group plc | 1,383 | $699.6K | 0.00% | +1,383 | New |
| Centerpoint Advisors, LLC | 1,388 | $702.0K | 0.25% | −295−17.5% | Reduced |
| Invst, LLC | 1,389 | $702.7K | 0.09% | −96−6.5% | Reduced |
| Maridea Wealth Management LLC | 1,392 | $704.2K | 0.23% | +1,392 | New |
| Coign Capital Advisors LLC | 1,393 | $704.7K | 0.65% | +1,393 | New |
| Wealth Management Associates, Inc. | 1,395 | $705.5K | 0.30% | +139+11.1% | Added |
| Kanawha Capital Management LLC | 1,401 | $708.7K | 0.06% | −69−4.7% | Reduced |