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 |
|---|---|---|---|---|---|
| Charter Oak Capital Management, LLC | 1,401 | $708.8K | 0.07% | +6+0.4% | Added |
| Grange Capital, LLC | 1,404 | $710.4K | 0.74% | +1,404 | New |
| Virtue Capital Management, LLC | 1,405 | $710.5K | 0.14% | −232−14.2% | Reduced |
| Murphy & Mullick Capital Management Corp | 1,406 | $711.0K | 0.66% | +1,406 | New |
| Argus Investors' Counsel, Inc. | 1,408 | $712.4K | 0.48% | −56−3.8% | Reduced |
| Hoxton Planning & Management, LLC | 1,408 | $712.5K | 0.27% | −104−6.9% | Reduced |
| Laidlaw Wealth Management LLC | 1,409 | $712.8K | 0.31% | +24+1.7% | Added |
| Ullmann Financial Group, Inc. | 1,415 | $715.9K | 0.09% | +91+6.9% | Added |
| Lake Street Financial LLC | 1,421 | $718.8K | 0.11% | −190−11.8% | Reduced |
| BridgePort Financial Solutions, LLC | 1,536 | $719.8K | 0.33% | +1,536 | New |
| HTLF Bank | 1,423 | $719.8K | 0.08% | −830−36.8% | Reduced |
| Northwest Bank & Trust Co | 1,180 | $720.0K | 0.53% | 00.0% | Unchanged |
| Sather Financial Group Inc | 1,426 | $721.4K | 0.05% | −149−9.5% | Reduced |
| TCM Advisors, LLC | – | $724.9K | 0.64% | – | – |
| Permanent Capital Management, LP | 1,442 | $729.5K | 0.23% | +1,442 | New |
| General Partner, Inc. | 1,446 | $731.5K | 0.44% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 1,446 | $731.5K | 0.27% | +377+35.3% | Added |
| Summa Corp. | 1,450 | $733.5K | 0.36% | −47−3.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,450 | $733.6K | 0.28% | −58−3.8% | Reduced |
| FFT Wealth Management LLC | 1,456 | $736.3K | 0.06% | +168+13.0% | Added |
| LaFleur & Godfrey LLC | 1,456 | $736.5K | 0.10% | −2,901−66.6% | Reduced |
| Stephenson National Bank & Trust | 1,459 | $738.0K | 0.25% | −37−2.5% | Reduced |
| GKV Capital Management Co., Inc. | 1,460 | $738.6K | 0.30% | +1,460 | New |
| Gerber, LLC | 1,463 | $740.1K | 0.54% | 00.0% | Unchanged |
| ODonnell Financial Services, LLC | 1,316 | $742.9K | 0.31% | −120−8.4% | Reduced |
| Buska Wealth Management, LLC | 1,471 | $744.1K | 0.24% | +156+11.9% | Added |
| Parkside Investments, LLC | 1,477 | $747.3K | 0.11% | +78+5.6% | Added |
| KRS Capital Management, LLC | 1,479 | $748.1K | 0.53% | −109−6.9% | Reduced |
| Clifford Group, LLC | 1,479 | $748.2K | 0.57% | +10+0.7% | Added |
| Ssi Investment Management LLC | 1,480 | $748.7K | 0.06% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 1,480 | $748.9K | 0.02% | −179−10.8% | Reduced |
| Permanens Capital L.P. | 1,484 | $750.7K | 0.14% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 1,485 | $751.2K | 0.14% | +39+2.7% | Added |
| CLG LLC | 1,485 | $751.3K | 0.27% | +1,485 | New |
| Marotta Asset Management | 1,492 | $752.7K | 0.16% | 00.0% | Unchanged |
| Five Oceans Advisors | 1,489 | $753.2K | 0.35% | −276−15.6% | Reduced |
| Mosley Wealth Management | 1,400 | $753.4K | 0.47% | +121+9.5% | Added |
| Antonelli Financial Advisors, LLC | 1,491 | $754.1K | 0.64% | +1,491 | New |
| Arvest Bank Trust Division | 1,493 | $755.2K | 0.05% | −480−24.3% | Reduced |
| Sonata Capital Group Inc | 1,497 | $757.0K | 0.31% | 00.0% | Unchanged |
| Shay Capital LLC | 1,500 | $758.8K | 0.19% | +1,500 | New |
| Board of the Pension Protection Fund | 1,500 | $758.8K | 0.88% | +1,500 | New |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 1,500 | $759.0K | 0.34% | −1,000−40.0% | Reduced |
| Farmers Trust Co | 1,504 | $760.8K | 0.14% | −48−3.1% | Reduced |
| Advus Financial Partners, LLC | 1,508 | $762.8K | 0.21% | +133+9.7% | Added |
| Fortitude Advisory Group L.L.C. | 1,514 | $766.0K | 0.46% | −97−6.0% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,515 | $766.4K | 0.12% | +146+10.7% | Added |
| Cyr Financial Inc. | 1,515 | $766.4K | 0.70% | +151+11.1% | Added |
| TCI Wealth Advisors, Inc. | 1,517 | $767.4K | 0.06% | −225−12.9% | Reduced |
| AllSquare Wealth Management LLC | 1,517 | $767.4K | 0.44% | +15+1.0% | Added |
| Tandem Investment Advisors, Inc. | 1,522 | $770.0K | 0.03% | +1+0.1% | Added |
| Quantum Financial Advisors, LLC | 1,522 | $770.1K | 0.12% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 1,525 | $771.4K | 0.15% | +80+5.5% | Added |
| Jeppson Wealth Management, LLC | 1,525 | $771.6K | 0.28% | −20−1.3% | Reduced |
| Mindset Wealth Management, LLC | 1,527 | $772.3K | 0.28% | −176−10.3% | Reduced |
| Clarity Financial LLC | 1,530 | $774.2K | 0.09% | −433−22.1% | Reduced |
| Latitude Advisors, LLC | 1,536 | $776.9K | 0.44% | −142−8.5% | Reduced |
| Jacobsen Capital Management | 1,537 | $777.5K | 0.33% | +30+2.0% | Added |
| Reuter James Wealth Management, LLC | 1,546 | $782.2K | 0.14% | −244−13.6% | Reduced |
| RFP Financial Group LLC | 1,547 | $782.5K | 0.30% | −25−1.6% | Reduced |
| Womack Financial LLC | 1,549 | $783.6K | 0.70% | +1,549 | New |
| West Coast Financial LLC | 1,560 | $789.0K | 0.09% | −1,021−39.6% | Reduced |
| West Paces Advisors Inc. | 1,564 | $791.2K | 0.19% | −81−4.9% | Reduced |
| Gilbert & Cook, Inc. | 1,564 | $791.3K | 0.11% | +9+0.6% | Added |
| Mitchell Sinkler & Starr | 1,567 | $792.8K | 0.21% | +30+2.0% | Added |
| City State Bank | 1,569 | $793.7K | 0.28% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,569 | $793.7K | 0.07% | −2,349−60.0% | Reduced |
| Verum Partners LLC | 1,570 | $794.2K | 0.23% | −5−0.3% | Reduced |
| Pointe Capital Management LLC | 1,573 | $795.7K | 0.46% | +11+0.7% | Added |
| Operose Advisors LLC | 1,573 | $795.7K | 0.27% | +447+39.7% | Added |
| Gardner Lewis Asset Management L P | 1,575 | $796.7K | 0.20% | +1,575 | New |
| Claris Advisors, LLC | 1,582 | $800.3K | 0.30% | +128+8.8% | Added |
| Seven Mile Advisory | 1,583 | $800.7K | 0.51% | −294−15.7% | Reduced |
| Clear Creek Financial Management, LLC | 1,584 | $801.5K | 0.09% | +40+2.6% | Added |
| Fortress Wealth Group, LLC | 1,465 | $803.3K | 0.39% | +18+1.2% | Added |
| Navellier & Associates Inc | 1,588 | $803.4K | 0.10% | +5+0.3% | Added |
| BG Investment Services, Inc. | 1,588 | $803.5K | 0.81% | +1,588 | New |
| Jain Global LLC | 1,594 | $806.3K | 0.02% | +1,594 | New |
| RiverGlades Family Offices LLC | 1,600 | $809.4K | 0.58% | 00.0% | Unchanged |
| EHP Funds Inc. | 1,600 | $809.4K | 0.84% | +700+77.8% | Added |
| First Affirmative Financial Network | 1,603 | $811.1K | 0.47% | −38−2.3% | Reduced |
| Corundum Trust Company, INC | 1,604 | $811.4K | 2.44% | −18−1.1% | Reduced |
| Integrated Investment Consultants, LLC | 1,605 | $812.1K | 0.17% | +8+0.5% | Added |
| Axis Wealth Partners, LLC | 1,608 | $813.6K | 0.69% | +1,608 | New |
| Medallion Wealth Advisors, LLC | 1,590 | $813.8K | 0.40% | +1,590 | New |
| Private Wealth Partners, LLC | 1,610 | $814.3K | 0.06% | −837−34.2% | Reduced |
| Blalock Williams, LLC | 1,611 | $814.9K | 0.95% | +1,611 | New |
| Facet Wealth, Inc. | 1,547 | $815.4K | 0.02% | +507+48.8% | Added |
| Full Sail Capital, LLC | 1,612 | $815.4K | 0.05% | +33+2.1% | Added |
| Lavaca Capital LLC | 1,620 | $819.5K | 0.36% | +61+3.9% | Added |
| Principal Street Partners, LLC | 1,624 | $821.7K | 0.16% | −1,293−44.3% | Reduced |
| First National Bank Sioux Falls | 1,625 | $822.0K | 0.35% | 00.0% | Unchanged |
| Intellus Advisors LLC | 1,628 | $823.5K | 0.14% | +1,628 | New |
| Agate Pass Investment Management, LLC | 1,629 | $824.1K | 0.37% | +125+8.3% | Added |
| Morey & Quinn Wealth Partners, LLC | 1,632 | $825.7K | 0.70% | +1,632 | New |
| Cape Investment Advisory, Inc. | 1,633 | $826.2K | 0.32% | −30−1.8% | Reduced |
| IVC Wealth Advisors LLC | 1,635 | $826.9K | 0.46% | −252−13.4% | Reduced |
| Proffitt & Goodson Inc | 1,635 | $827.1K | 0.14% | +11+0.7% | Added |
| Summit Wealth Group, LLC | 1,639 | $829.0K | 0.24% | −111−6.3% | Reduced |
| Root Financial Partners, LLC | 1,640 | $829.4K | 0.10% | +122+8.0% | Added |