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 |
|---|---|---|---|---|---|
| Wallace Capital Management Inc. | 2,119 | $1.07M | 0.15% | 00.0% | Unchanged |
| Opinicus Capital, Inc. | 2,119 | $1.07M | 0.90% | −37−1.7% | Reduced |
| Beck Mack & Oliver LLC | 2,121 | $1.07M | 0.02% | +116+5.8% | Added |
| Franklin Street Advisors Inc | 2,122 | $1.07M | 0.07% | +257+13.8% | Added |
| Cambridge Advisors Inc. | 2,122 | $1.07M | 0.24% | −685−24.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 2,130 | $1.08M | 0.09% | −249−10.5% | Reduced |
| Copperwynd Financial, LLC | 2,131 | $1.08M | 0.30% | +111+5.5% | Added |
| Berkeley Capital Partners, LLC | 2,133 | $1.08M | 0.30% | −56−2.6% | Reduced |
| Kolinsky Wealth Management, LLC | 2,135 | $1.08M | 0.66% | +21+1.0% | Added |
| Pennsylvania Capital Management Inc | 2,139 | $1.08M | 0.37% | −16−0.7% | Reduced |
| Texas Yale Capital Corp. | 2,140 | $1.08M | 0.04% | −50−2.3% | Reduced |
| McLean Asset Management Corp | 2,142 | $1.08M | 0.33% | +65+3.1% | Added |
| Leeward Financial Partners, LLC | 2,144 | $1.08M | 0.39% | −342−13.8% | Reduced |
| ORG Partners LLC | 2,139 | $1.09M | 0.15% | +273+14.6% | Added |
| Convergence Investment Partners, LLC | 2,151 | $1.09M | 0.24% | −11−0.5% | Reduced |
| Atlas Legacy Advisors, LLC | 2,154 | $1.09M | 0.26% | +2,154 | New |
| FLC Capital Advisors | 2,155 | $1.09M | 0.25% | +439+25.6% | Added |
| Smith, Moore & Co. | 2,161 | $1.09M | 0.10% | +60+2.9% | Added |
| YANKCOM Partnership | 2,165 | $1.10M | 0.59% | +2,165 | New |
| Ames National Corp | 2,174 | $1.10M | 0.74% | +2,174 | New |
| AGH Wealth Advisors, LLC | 2,176 | $1.10M | 1.02% | +2,176 | New |
| Unique Wealth Strategies, LLC | 2,176 | $1.10M | 0.48% | −28−1.3% | Reduced |
| Covenant Partners, LLC | 2,178 | $1.10M | 0.34% | −27−1.2% | Reduced |
| Bremer Bank National Association | 2,180 | $1.10M | 0.22% | −76−3.4% | Reduced |
| Taylor Hoffman Capital Management LLC | 2,184 | $1.10M | 0.40% | 00.0% | Unchanged |
| HCR Wealth Advisors | 2,186 | $1.11M | 0.14% | −79−3.5% | Reduced |
| Waterfront Wealth Inc. | 2,192 | $1.11M | 0.27% | +73+3.4% | Added |
| CSS LLC | 2,200 | $1.11M | 0.07% | +2,200 | New |
| Iams Wealth Management, LLC | 2,201 | $1.11M | 0.51% | +54+2.5% | Added |
| Up Strategic Wealth Investment Advisors LLC | 2,204 | $1.11M | 1.11% | −202−8.4% | Reduced |
| Financial Management Professionals, Inc. | 2,207 | $1.12M | 0.14% | +91+4.3% | Added |
| LaSalle St. Investment Advisors, LLC | 2,209 | $1.12M | 0.35% | +548+33.0% | Added |
| Richard W. Paul & Associates, LLC | 2,218 | $1.12M | 0.41% | +18+0.8% | Added |
| Weinberger Asset Management, Inc | 2,220 | $1.12M | 0.47% | −16−0.7% | Reduced |
| Rogco, LP | 2,225 | $1.13M | 0.46% | −2−0.1% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 2,226 | $1.13M | 0.04% | −894−28.7% | Reduced |
| Cito Capital Group, LLC | 2,226 | $1.13M | 0.41% | +300+15.6% | Added |
| DGS Capital Management, LLC | 2,226 | $1.13M | 0.28% | −94−4.1% | Reduced |
| Mattern Wealth Management LLC | 2,235 | $1.13M | 0.25% | −429−16.1% | Reduced |
| Argent Advisors, Inc. | 2,238 | $1.13M | 0.42% | +88+4.1% | Added |
| State of Wyoming | 2,241 | $1.13M | 0.14% | +1,312+141.2% | Added |
| Simplicity Wealth,LLC | 2,243 | $1.13M | 0.24% | −4,170−65.0% | Reduced |
| Pinnacle Bancorp, Inc. | 2,248 | $1.14M | 0.37% | +51+2.3% | Added |
| WS Portfolio Advisory, LLC | 2,262 | $1.14M | 4.66% | +2,262 | New |
| Regal Investment Advisors LLC | 2,263 | $1.14M | 0.09% | −180−7.4% | Reduced |
| Sunbelt Securities, Inc. | 2,255 | $1.15M | 0.10% | −535−19.2% | Reduced |
| Intellectus Partners, LLC | 2,265 | $1.15M | 0.25% | +704+45.1% | Added |
| Regent Peak Wealth Advisors LLC | 2,268 | $1.15M | 0.26% | −3,584−61.2% | Reduced |
| Ethos Financial Group, LLC | 2,274 | $1.15M | 0.15% | −912−28.6% | Reduced |
| Camden National Bank | 2,275 | $1.15M | 0.17% | −93−3.9% | Reduced |
| MBL Wealth, LLC | 2,275 | $1.15M | 0.12% | −92−3.9% | Reduced |
| SC&H Financial Advisors, Inc. | 2,275 | $1.15M | 0.24% | −118−4.9% | Reduced |
| Stevens Capital Management LP | 2,277 | $1.15M | 0.46% | −3,949−63.4% | Reduced |
| ASB Consultores, LLC | 2,278 | $1.15M | 0.48% | +515+29.2% | Added |
| Roehl & Yi Investment Advisors, LLC | 2,279 | $1.15M | 0.63% | +2,279 | New |
| Three Seasons Wealth, LLC | 2,293 | $1.16M | 0.57% | −395−14.7% | Reduced |
| CoreFirst Bank & Trust | 2,293 | $1.16M | 0.69% | 00.0% | Unchanged |
| Teza Capital Management LLC | 2,296 | $1.16M | 0.18% | −1,178−33.9% | Reduced |
| Tang Capital Management LLC | 2,308 | $1.17M | 0.08% | +886+62.3% | Added |
| Cardiff Park Advisors, LLC | 2,309 | $1.17M | 0.11% | +4+0.2% | Added |
| Uncommon Cents Investing LLC | 2,310 | $1.17M | 0.35% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 2,311 | $1.17M | 0.50% | −36−1.5% | Reduced |
| WR Wealth Planners, LLC | 2,315 | $1.17M | 0.38% | −317−12.0% | Reduced |
| Catalyst Capital Advisors LLC | 2,316 | $1.17M | 0.02% | −77−3.2% | Reduced |
| Financial Security Advisor, Inc. | 2,320 | $1.17M | 0.30% | −3−0.1% | Reduced |
| Arlington Trust Co LLC | 2,323 | $1.18M | 0.25% | +502+27.6% | Added |
| MJP Associates Inc | 2,324 | $1.18M | 0.21% | −179−7.2% | Reduced |
| Legacy Capital Wealth Management, LLC | 2,333 | $1.18M | 1.17% | +2,333 | New |
| Tobam | 2,337 | $1.18M | 0.36% | +17+0.7% | Added |
| Gratus Wealth Advisors, LLC | 2,352 | $1.19M | 0.19% | −87−3.6% | Reduced |
| 1776 Wealth LLC | 2,353 | $1.19M | 0.55% | +550+30.5% | Added |
| Heritage Wealth Management, Inc. | 2,358 | $1.19M | 0.40% | −30−1.3% | Reduced |
| Crews Bank & Trust | 2,358 | $1.19M | 0.20% | +2,358 | New |
| Cornerstone Wealth Advisors, Inc. | 2,360 | $1.19M | 0.33% | −58−2.4% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 2,364 | $1.20M | 0.04% | +2,364 | New |
| Members Wealth LLC | 2,271 | $1.20M | 0.89% | +2,271 | New |
| Triad Wealth Partners, LLC | 2,368 | $1.20M | 0.43% | +2,368 | New |
| Riverbend Wealth Management, LLC | 2,349 | $1.20M | 1.07% | +2,349 | New |
| GenTrust, LLC | 2,375 | $1.20M | 0.05% | +57+2.5% | Added |
| Cookson Peirce & Co Inc | 2,375 | $1.20M | 0.05% | +100+4.4% | Added |
| Trust Co of the South | 2,382 | $1.20M | 0.25% | −204−7.9% | Reduced |
| Evermay Wealth Management LLC | 2,384 | $1.21M | 0.18% | −128−5.1% | Reduced |
| First Financial Bank - Trust Division | 2,385 | $1.21M | 0.11% | −170−6.7% | Reduced |
| First County Bank | 2,405 | $1.22M | 0.68% | −255−9.6% | Reduced |
| American Money Management, LLC | 2,408 | $1.22M | 0.24% | +326+15.7% | Added |
| Avidian Wealth Solutions, LLC | 2,410 | $1.22M | 0.05% | −712−22.8% | Reduced |
| JT Stratford LLC | 2,410 | $1.22M | 0.20% | +67+2.9% | Added |
| Bluesphere Advisors, LLC | 2,410 | $1.22M | 0.60% | +114+5.0% | Added |
| Richardson Financial Services Inc. | 2,404 | $1.22M | 0.86% | +18+0.8% | Added |
| Natural Investments, LLC | 2,419 | $1.22M | 0.34% | +2,419 | New |
| CVA Family Office, LLC | 2,422 | $1.23M | 0.19% | +100+4.3% | Added |
| Semus Wealth Partners LLC | 2,423 | $1.23M | 0.81% | +121+5.3% | Added |
| Thompson Siegel & Walmsley LLC | 2,424 | $1.23M | 0.02% | +981+68.0% | Added |
| Kennebec Savings Bank | 2,266 | $1.23M | 1.23% | +80+3.7% | Added |
| Globeflex Capital L P | 2,447 | $1.24M | 0.10% | −3,348−57.8% | Reduced |
| Abacus Planning Group, Inc. | 2,449 | $1.24M | 0.22% | −86−3.4% | Reduced |
| Breakwater Capital Group | 2,450 | $1.24M | 0.25% | −6−0.2% | Reduced |
| Semanteon Capital Management, LP | 2,452 | $1.24M | 0.67% | +1,980+419.5% | Added |
| Ifrah Financial Services, Inc. | 2,464 | $1.25M | 0.34% | −121−4.7% | Reduced |
| Sompo Asset Management Co., Ltd. | 2,480 | $1.25M | 0.21% | +150+6.4% | Added |