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 |
|---|---|---|---|---|---|
| Kingdom Financial Group LLC. | 1,862 | $942.0K | 0.64% | +8+0.4% | Added |
| Asset Advisors Investment Management, LLC | 1,863 | $942.4K | 0.10% | 00.0% | Unchanged |
| BIT Capital GmbH | 1,864 | $942.9K | 0.08% | +1,864 | New |
| Kelman-Lazarov, Inc. | 1,865 | $943.4K | 0.17% | +1,223+190.5% | Added |
| Coppell Advisory Solutions LLC | 1,852 | $944.3K | 0.13% | −33,275−94.7% | Reduced |
| Total Clarity Wealth Management, Inc. | 1,867 | $944.4K | 0.31% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 1,616 | $945.0K | 0.31% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 1,870 | $946.0K | 0.17% | −2,855−60.4% | Reduced |
| SFMG, LLC | 1,871 | $946.3K | 0.07% | +334+21.7% | Added |
| AA Financial Advisors, LLC | 1,873 | $947.5K | 0.25% | +147+8.5% | Added |
| PBMares Wealth Management LLC | 1,875 | $948.6K | 0.19% | −5−0.3% | Reduced |
| Gouws Capital LLC | 1,876 | $949.0K | 0.65% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 1,880 | $951.0K | 0.06% | −421−18.3% | Reduced |
| Capital Market Strategies LLC | 1,885 | $953.5K | 0.55% | −102−5.1% | Reduced |
| CWC Advisors, LLC. | 1,885 | $953.5K | 0.95% | +42+2.3% | Added |
| Dark Forest Capital Management LP | 1,895 | $958.6K | 0.14% | −373−16.4% | Reduced |
| J.Safra Asset Management Corp | 1,889 | $959.2K | 0.08% | +541+40.1% | Added |
| Exchange Traded Concepts, LLC | 1,897 | $959.6K | 0.02% | −15,435−89.1% | Reduced |
| First American Trust, FSB | 1,900 | $960.6K | 0.10% | −505−21.0% | Reduced |
| SMART Wealth LLC | 1,900 | $961.1K | 0.34% | −181−8.7% | Reduced |
| New Republic Capital, LLC | 1,900 | $961.2K | 0.63% | +131+7.4% | Added |
| Maxele Advisors, LLC | 1,904 | $963.4K | 0.92% | +1,904 | New |
| Prosperity Financial Group, Inc. | 1,908 | $965.0K | 0.48% | +175+10.1% | Added |
| Raleigh Capital Management Inc. | 1,912 | $967.1K | 0.37% | −28−1.4% | Reduced |
| Soundwatch Capital LLC | 1,922 | $972.3K | 0.10% | +104+5.7% | Added |
| Legacy Edge Advisors, LLC | 1,915 | $972.4K | 0.15% | +25+1.3% | Added |
| GPS Wealth Strategies Group, LLC | 1,927 | $974.7K | 0.13% | −146−7.0% | Reduced |
| 626 Financial, LLC | 1,933 | $977.7K | 0.53% | +1+0.1% | Added |
| Brady Martz Wealth Solutions, LLC | 1,799 | $978.2K | 0.24% | +1,799 | New |
| Brandywine Oak Private Wealth LLC | 1,938 | $980.1K | 0.10% | −389−16.7% | Reduced |
| Wealthstream Advisors, Inc. | 1,939 | $981.0K | 0.18% | +129+7.1% | Added |
| Aspire Private Capital, LLC | 1,942 | $982.5K | 0.24% | +61+3.2% | Added |
| Crux Wealth Advisors | 1,943 | $982.9K | 0.55% | +1,943 | New |
| Chickasaw Capital Management LLC | 1,943 | $983.0K | 0.04% | −5−0.3% | Reduced |
| Richards, Merrill & Peterson, Inc. | 1,945 | $983.8K | 0.51% | +1,945 | New |
| Spirit of America Management Corp | 1,950 | $986.4K | 0.20% | −400−17.0% | Reduced |
| Napa Wealth Management | 1,951 | $986.9K | 0.43% | −2,141−52.3% | Reduced |
| GEN Financial Management, INC. | 1,951 | $987.2K | 0.64% | +1,951 | New |
| WealthTrust Axiom LLC | 1,959 | $991.0K | 0.30% | 00.0% | Unchanged |
| Consolidated Planning Corp | 1,959 | $991.0K | 0.13% | −29−1.5% | Reduced |
| Cardinal Capital Management, Inc. | 1,960 | $991.5K | 0.03% | +10+0.5% | Added |
| WealthBridge Capital Management, LLC | 1,965 | $993.9K | 0.28% | +23+1.2% | Added |
| Advyzon Investment Management, LLC | 1,965 | $994.1K | 0.38% | +1,965 | New |
| LRI Investments, LLC | 18,643 | $995.1K | 0.10% | +85+0.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,969 | $996.0K | 0.38% | +468+31.2% | Added |
| Profit Investment Management, LLC | 1,974 | $998.6K | 0.80% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 1,982 | $1.00M | 0.54% | +1+0.1% | Added |
| Webster Bank, N. A. | 1,982 | $1.00M | 0.11% | +71+3.7% | Added |
| Park National Corp | 1,988 | $1.01M | 0.04% | −279−12.3% | Reduced |
| Modus Advisors, LLC | 1,990 | $1.01M | 0.32% | −16−0.8% | Reduced |
| North Ridge Wealth Advisors, Inc. | 1,994 | $1.01M | 0.70% | −50−2.4% | Reduced |
| Invesco, LLC | 1,997 | $1.01M | 0.40% | +136+7.3% | Added |
| Lumbard & Kellner, LLC | 2,000 | $1.01M | 0.43% | 00.0% | Unchanged |
| Epiq Partners, LLC | 2,000 | $1.01M | 0.55% | 00.0% | Unchanged |
| Enhancing Capital LLC | 2,000 | $1.01M | 0.81% | +2,000 | New |
| First Financial Corp | 2,001 | $1.01M | 0.47% | +68+3.5% | Added |
| Bard Financial Services, Inc. | 2,010 | $1.02M | 0.12% | 00.0% | Unchanged |
| Winton Group Ltd | 2,012 | $1.02M | 0.07% | +2,012 | New |
| First Pacific Financial | 2,018 | $1.02M | 0.24% | −24−1.2% | Reduced |
| Legato Capital Management LLC | 2,021 | $1.02M | 0.13% | −2,272−52.9% | Reduced |
| Sunburst Financial Group, LLC | 2,022 | $1.02M | 0.25% | +39+2.0% | Added |
| Huntleigh Advisors, Inc. | 2,032 | $1.03M | 0.22% | +2,032 | New |
| KFG Wealth Management, LLC | 2,036 | $1.03M | 0.19% | +162+8.6% | Added |
| Kozak & Associates, Inc. | 2,008 | $1.03M | 0.24% | −71−3.4% | Reduced |
| Peak Asset Management, LLC | 2,037 | $1.03M | 0.19% | 00.0% | Unchanged |
| Postrock Partners LLC | 2,044 | $1.03M | 0.50% | +2,044 | New |
| Independent Solutions Wealth Management, LLC | 2,049 | $1.04M | 0.23% | −18−0.9% | Reduced |
| Measured Wealth Private Client Group, LLC | 2,050 | $1.04M | 0.34% | −144−6.6% | Reduced |
| Verity & Verity, LLC | 2,052 | $1.04M | 0.09% | +553+36.9% | Added |
| Oak Harbor Wealth Partners, LLC | 2,053 | $1.04M | 0.30% | +184+9.8% | Added |
| Yoffe Investment Management, LLC | 2,056 | $1.04M | 1.54% | +2,056 | New |
| Private Portfolio Partners LLC | 2,057 | $1.04M | 0.19% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 2,058 | $1.04M | 0.25% | +66+3.3% | Added |
| LVW Advisors, LLC | 2,059 | $1.04M | 0.13% | −901−30.4% | Reduced |
| Armstrong Advisory Group, Inc | 2,060 | $1.04M | 0.08% | +47+2.3% | Added |
| Forte Capital LLC | 2,060 | $1.04M | 0.12% | −40−1.9% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 2,060 | $1.04M | 0.06% | +60+3.0% | Added |
| KG&L Capital Management,LLC | 2,061 | $1.04M | 0.34% | +310+17.7% | Added |
| Clarus Group, Inc. | 2,062 | $1.04M | 0.37% | −303−12.8% | Reduced |
| World Equity Group, Inc. | 2,070 | $1.05M | 0.22% | +1,077+108.5% | Added |
| Sound Income Strategies, LLC | 2,069 | $1.05M | 0.06% | +129+6.6% | Added |
| United Community Bank | 2,075 | $1.05M | 0.41% | −335−13.9% | Reduced |
| Titleist Asset Management, LLC | 2,076 | $1.05M | 0.12% | +616+42.2% | Added |
| Carolinas Wealth Consulting LLC | 2,076 | $1.05M | 0.21% | −68−3.2% | Reduced |
| Sovereign Financial Group, Inc. | 2,083 | $1.05M | 0.24% | −54−2.5% | Reduced |
| Drucker Wealth 3.0, LLC | 2,084 | $1.05M | 0.24% | −45−2.1% | Reduced |
| Peachtree Investment Partners, LLC | 2,088 | $1.06M | 0.40% | −106−4.8% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 2,090 | $1.06M | 0.68% | −20−0.9% | Reduced |
| Asset Planning,Inc | 2,091 | $1.06M | 0.81% | +2,091 | New |
| Castle Wealth Management LLC | 2,091 | $1.06M | 0.42% | −13−0.6% | Reduced |
| Crawford Investment Counsel Inc | 2,091 | $1.06M | 0.02% | −226−9.8% | Reduced |
| Tompkins Financial Corp | 2,094 | $1.06M | 0.10% | +367+21.3% | Added |
| Patrick M Sweeney & Associates, Inc | 2,100 | $1.06M | 0.80% | +13+0.6% | Added |
| Gibbs Wealth Management | 2,101 | $1.06M | 0.29% | −533−20.2% | Reduced |
| Cladis Investment Advisory, LLC | 2,101 | $1.06M | 0.75% | −100−4.5% | Reduced |
| United Advisor Group, LLC | 2,106 | $1.07M | 0.21% | +140+7.1% | Added |
| Abundance Wealth Counselors | 2,110 | $1.07M | 0.23% | +100+5.0% | Added |
| Cable Hill Partners, LLC | 2,111 | $1.07M | 0.11% | −576−21.4% | Reduced |
| Landing Point Financial Group, LLC | 2,026 | $1.07M | 0.82% | +2,026 | New |
| Copperleaf Capital, LLC | 2,114 | $1.07M | 0.68% | +652+44.6% | Added |