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 |
|---|---|---|---|---|---|
| Delta Financial Group, Inc. | 1,640 | $830.0K | 0.19% | −10−0.6% | Reduced |
| Droms Strauss Advisors Inc | 1,645 | $832.1K | 0.27% | −82−4.7% | Reduced |
| Bordeaux Wealth Advisors LLC | 1,647 | $833.2K | 0.13% | +51+3.2% | Added |
| Main Street Financial Solutions, LLC | 1,648 | $833.6K | 0.08% | −507−23.5% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 1,650 | $834.7K | 0.57% | −400−19.5% | Reduced |
| Foundation Wealth Management, LLC | 1,651 | $835.4K | 0.40% | +1,651 | New |
| Phoenix Wealth Advisors | 1,652 | $835.7K | 0.36% | −2,630−61.4% | Reduced |
| Baldwin Brothers Inc | 1,654 | $836.7K | 0.06% | −288−14.8% | Reduced |
| Twelve Points Wealth Management LLC | 1,655 | $837.3K | 0.24% | +407+32.6% | Added |
| DB Fitzpatrick & Co, Inc | 1,658 | $838.7K | 0.77% | +1,658 | New |
| Heron Bay Capital Management | 1,659 | $839.2K | 0.18% | −35−2.1% | Reduced |
| Proathlete Wealth Management LLC | 1,662 | $840.7K | 0.32% | +4+0.2% | Added |
| Cypress Capital, LLC | 1,662 | $840.7K | 0.24% | −86−4.9% | Reduced |
| Texas Capital Bancshares Inc | 1,664 | $841.8K | 0.34% | +4+0.2% | Added |
| Northwest Bancshares, Inc. | 1,669 | $844.3K | 0.16% | −50−2.9% | Reduced |
| Inspire Advisors, LLC | 1,671 | $845.1K | 0.10% | −8−0.5% | Reduced |
| Eagle Wealth Strategies LLC | 1,671 | $845.2K | 0.61% | −1−0.1% | Reduced |
| MV Capital Management, Inc. | 1,672 | $845.8K | 0.09% | −57−3.3% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 1,672 | $845.8K | 0.11% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,674 | $846.6K | 0.32% | +57+3.5% | Added |
| LS Investment Advisors, LLC | 1,675 | $847.3K | 0.12% | +15+0.9% | Added |
| Peoples Bank | 1,677 | $848.3K | 0.59% | −5−0.3% | Reduced |
| Atlas Private Wealth Advisors | 1,680 | $849.4K | 0.12% | −45−2.6% | Reduced |
| Summit Wealth Partners, LLC | 1,684 | $851.9K | 0.17% | +209+14.2% | Added |
| Novem Group | 1,689 | $854.3K | 0.13% | +1,689 | New |
| 1st Source Bank | 1,691 | $855.4K | 0.05% | +4+0.2% | Added |
| Gould Asset Management LLC | 1,693 | $856.4K | 0.18% | +45+2.7% | Added |
| Aire Advisors, LLC | 1,694 | $857.1K | 0.18% | +5+0.3% | Added |
| Fjell Capital, LLC | 1,694 | $857.1K | 0.89% | +1,694 | New |
| Buttonwood Financial Advisors Inc. | 1,695 | $857.7K | 0.38% | −71−4.0% | Reduced |
| Floyd Financial Group LLC | 1,650 | $859.1K | 0.71% | +1,650 | New |
| Detalus Advisors, LLC | 1,702 | $861.0K | 0.28% | +29+1.7% | Added |
| Paladin Advisory Group, LLC | 1,710 | $865.0K | 0.66% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 1,710 | $865.2K | 0.37% | −1,402−45.1% | Reduced |
| Aveo Capital Partners, LLC | 1,712 | $866.0K | 0.09% | −356−17.2% | Reduced |
| Davies Financial Advisors, Inc. | 1,714 | $867.0K | 0.74% | −198−10.4% | Reduced |
| Golden State Wealth Management, LLC | 1,714 | $867.3K | 0.13% | +1,714 | New |
| Valtinson Bruner Financial Planning LLC | 1,727 | $873.6K | 0.31% | −107−5.8% | Reduced |
| Sunflower Bank, N.A. | 1,743 | $881.7K | 0.25% | +156+9.8% | Added |
| Bank Hapoalim BM | 1,743 | $882.0K | 0.14% | −1,275−42.2% | Reduced |
| Rational Advisors LLC | 1,744 | $882.2K | 0.09% | +1,744 | New |
| Challenger Wealth Management | 1,746 | $883.2K | 0.76% | +1,746 | New |
| Hamilton Point Investment Advisors, LLC | 1,747 | $883.5K | 0.16% | +1,335+324.0% | Added |
| Chiron Investment Management, LLC | 1,749 | $884.7K | 0.29% | +1,749 | New |
| Doliver Advisors, LP | 1,751 | $886.0K | 0.25% | −1,337−43.3% | Reduced |
| Broadwater Capital Management LLC | 1,754 | $887.3K | 0.68% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 1,755 | $888.0K | 0.59% | −1,953−52.7% | Reduced |
| Ausdal Financial Partners, Inc. | 1,756 | $888.2K | 0.08% | +134+8.3% | Added |
| Invenio Wealth Partners LLC | 1,757 | $888.8K | 0.37% | +129+7.9% | Added |
| True North Advisors, LLC | 1,760 | $890.3K | 0.21% | +622+54.7% | Added |
| Twin Peaks Wealth Advisors, LLC | 1,760 | $890.3K | 0.38% | +1,157+191.9% | Added |
| Presidio Capital Management, LLC | 1,763 | $891.8K | 0.48% | +3+0.2% | Added |
| Heritage Wealth Partners, LLC | 1,766 | $893.2K | 1.12% | −7−0.4% | Reduced |
| Johnson & White Wealth Management, LLC | 1,772 | $894.0K | 0.54% | +77+4.5% | Added |
| Asset Management Group, Inc. | 1,767 | $894.1K | 0.16% | +5+0.3% | Added |
| Resolute Wealth Strategies, LLC | 1,769 | $894.8K | 0.46% | −44−2.4% | Reduced |
| Fort Point Capital Partners LLC | 1,770 | $895.4K | 0.10% | −13−0.7% | Reduced |
| Callan Capital, LLC | 1,770 | $895.5K | 0.07% | −542−23.4% | Reduced |
| Synergy Investment Management, LLC | 1,771 | $895.9K | 0.39% | +1,771 | New |
| Aspen Wealth Strategies, LLC | 1,775 | $897.7K | 0.57% | +25+1.4% | Added |
| Saturna Capital CORP | 1,776 | $898.4K | 0.01% | +170+10.6% | Added |
| Wealth Group Ltd | 1,777 | $898.9K | 0.26% | 00.0% | Unchanged |
| Tudor Financial Inc. | 1,777 | $899.2K | 0.53% | +237+15.4% | Added |
| Bingham Private Wealth, LLC | 1,779 | $899.9K | 0.96% | +1,779 | New |
| Decker Retirement Planning Inc. | 1,784 | $902.5K | 0.52% | +1,784 | New |
| Greenwood Gearhart Inc | 1,787 | $903.9K | 0.06% | +846+89.9% | Added |
| FRG Family Wealth Advisors LLC | 1,787 | $904.0K | 0.16% | 00.0% | Unchanged |
| Monument Capital Management | 1,788 | $904.5K | 0.25% | −513−22.3% | Reduced |
| Pines Wealth Management, LLC | 1,739 | $905.5K | 0.39% | +1,739 | New |
| Gries Financial LLC | 1,791 | $906.0K | 0.16% | +172+10.6% | Added |
| Severin Investments, LLC | 1,794 | $907.6K | 0.90% | +1,794 | New |
| EdgeRock Capital LLC | 1,795 | $907.8K | 0.60% | −41−2.2% | Reduced |
| Thrive Wealth Management, LLC | 1,798 | $909.6K | 0.16% | −126−6.5% | Reduced |
| Precedent Wealth Partners, LLC | 1,798 | $909.7K | 0.30% | +7+0.4% | Added |
| Second Half Financial Partners, LLC | 1,800 | $910.6K | 0.44% | −5,770−76.2% | Reduced |
| Buffington Mohr McNeal | 1,804 | $912.7K | 0.15% | +23+1.3% | Added |
| GW Henssler & Associates Ltd | 1,566 | $915.6K | 0.05% | 00.0% | Unchanged |
| Campion Asset Management LLC | 1,817 | $919.1K | 0.69% | −13−0.7% | Reduced |
| Diamant Asset Management, Inc. | 1,820 | $920.7K | 0.59% | −30−1.6% | Reduced |
| Alpha Family Trust | 1,820 | $920.7K | 0.52% | 00.0% | Unchanged |
| My Personal CFO, LLC | 1,822 | $921.7K | 0.47% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,822 | $922.0K | 0.12% | −17−0.9% | Reduced |
| FSB Premier Wealth Management, Inc. | 1,829 | $925.1K | 0.37% | +50+2.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,829 | $925.2K | 0.00% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 1,834 | $927.7K | 0.06% | −130−6.6% | Reduced |
| Clean Yield Group | 1,834 | $927.7K | 0.30% | −268−12.7% | Reduced |
| Founders Capital Management, LLC | 1,835 | $928.3K | 0.16% | −104−5.4% | Reduced |
| Virginia Wealth Management Group, Inc. | 1,839 | $930.5K | 0.58% | +1+0.1% | Added |
| Mosaic Family Wealth Partners, LLC | 1,840 | $931.0K | 0.13% | −54−2.9% | Reduced |
| SGL Investment Advisors, Inc. | 1,767 | $931.9K | 0.47% | −1,178−40.0% | Reduced |
| North Star Investment Management Corp. | 1,845 | $933.3K | 0.06% | −3,008−62.0% | Reduced |
| Baron Wealth Management LLC | 1,845 | $933.4K | 0.44% | −78−4.1% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 1,848 | $934.9K | 0.26% | −10,373−84.9% | Reduced |
| Lederer & Associates Investment Counsel | 1,849 | $935.0K | 0.65% | −316−14.6% | Reduced |
| Seeds Investor LLC | 1,849 | $935.3K | 0.27% | −279−13.1% | Reduced |
| K.J. Harrison & Partners Inc | 1,855 | $935.9K | 0.15% | +25+1.4% | Added |
| Kerrisdale Advisers, LLC | 1,852 | $936.9K | 0.32% | −265−12.5% | Reduced |
| Smart Portfolios, LLC | 1,857 | $939.4K | 0.98% | −20−1.1% | Reduced |
| HMV Wealth Advisors, LLC | 1,857 | $939.4K | 0.94% | +1,857 | New |
| Cassia Capital Partners, LLC | 1,857 | $939.6K | 0.60% | +537+40.7% | Added |