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 |
|---|---|---|---|---|---|
| Onefund, LLC | 2,482 | $1.26M | 1.20% | +57+2.4% | Added |
| Fairscale Capital, LLC | 2,483 | $1.26M | 1.08% | −61−2.4% | Reduced |
| ICONIQ Capital, LLC | 2,483 | $1.26M | 0.02% | +795+47.1% | Added |
| Stratos Wealth Advisors, LLC | 2,485 | $1.26M | 0.06% | −965−28.0% | Reduced |
| BSW Wealth Partners | 2,486 | $1.26M | 0.18% | +29+1.2% | Added |
| California First Leasing Corp | 2,489 | $1.26M | 0.52% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 2,493 | $1.26M | 0.35% | +7+0.3% | Added |
| Paladin Wealth, LLC | 2,497 | $1.26M | 1.09% | +136+5.8% | Added |
| Banque Transatlantique SA | 2,491 | $1.26M | 0.03% | +2,491 | New |
| Sivia Capital Partners, LLC | 2,505 | $1.27M | 0.63% | −200−7.4% | Reduced |
| AXS Investments LLC | 2,509 | $1.27M | 0.35% | −266−9.6% | Reduced |
| Nicolet Bankshares Inc | 2,513 | $1.27M | 0.30% | +23+0.9% | Added |
| Midland Wealth Advisors LLC | 2,515 | $1.27M | 0.08% | −210−7.7% | Reduced |
| White Lighthouse Investment Management Inc. | 2,518 | $1.27M | 0.22% | −112−4.3% | Reduced |
| Prentice Wealth Management LLC | 2,527 | $1.28M | 0.37% | +21+0.8% | Added |
| CFO4Life Group, LLC | 2,528 | $1.28M | 0.22% | −43−1.7% | Reduced |
| Humankind Investments LLC | 2,529 | $1.28M | 0.32% | +47+1.9% | Added |
| Riverwater Partners LLC | 2,531 | $1.28M | 0.62% | +151+6.3% | Added |
| Moseley Investment Management Inc | 2,532 | $1.28M | 0.50% | −49−1.9% | Reduced |
| St. Johns Investment Management Company, LLC | 2,541 | $1.29M | 0.60% | −105−4.0% | Reduced |
| Ashton Thomas Securities, LLC | 2,536 | $1.29M | 0.35% | +12+0.5% | Added |
| Capital & Planning, LLC | 2,549 | $1.29M | 0.94% | +2,549 | New |
| Adirondack Trust Co | 2,557 | $1.29M | 0.49% | 00.0% | Unchanged |
| Essex Savings Bank | 2,562 | $1.30M | 0.32% | −16−0.6% | Reduced |
| Enterprise Financial Services Corp | 2,563 | $1.30M | 0.72% | −13−0.5% | Reduced |
| Florida Financial Advisors, LLC | 2,572 | $1.30M | 0.58% | −420−14.0% | Reduced |
| Intrua Financial, LLC | 2,576 | $1.30M | 0.21% | −129−4.8% | Reduced |
| MCF Advisors LLC | 2,578 | $1.30M | 0.09% | +20+0.8% | Added |
| Gitterman Wealth Management, LLC | 2,580 | $1.31M | 0.55% | +3+0.1% | Added |
| Greykasell Wealth Strategies, Inc. | 2,583 | $1.31M | 0.73% | +2,583 | New |
| Clarendon Private LLC | 2,584 | $1.31M | 1.37% | +2,584 | New |
| Evergreen Wealth Management, LLC | 2,594 | $1.31M | 0.78% | −15−0.6% | Reduced |
| Strategic Investment Advisors | 2,595 | $1.31M | 0.14% | −545−17.4% | Reduced |
| Texas Bank & Trust Co | 2,602 | $1.32M | 0.54% | +2,602 | New |
| BancorpSouth Bank | 2,604 | $1.32M | 0.09% | −190−6.8% | Reduced |
| Atlas Capital Advisors LLC | 2,608 | $1.32M | 0.17% | 00.0% | Unchanged |
| Jump Financial, LLC | 2,611 | $1.32M | 0.03% | +2,611 | New |
| Rockingstone Advisors LLC | 2,616 | $1.32M | 0.58% | +2,119+426.4% | Added |
| Oak Hill Wealth Advisors, LLC | 2,622 | $1.33M | 0.32% | +2,622 | New |
| Resonant Capital Advisors, LLC | 2,630 | $1.33M | 0.10% | +43+1.7% | Added |
| Dorchester Wealth Management Co | 2,631 | $1.33M | 0.27% | −903−25.6% | Reduced |
| Provenance Wealth Advisors, LLC | 2,631 | $1.33M | 0.17% | +2,080+377.5% | Added |
| Fairtree Asset Management (Pty) Ltd | 2,635 | $1.33M | 1.28% | +2,635 | New |
| Garrison Point Advisors, LLC | 2,636 | $1.33M | 0.63% | −5−0.2% | Reduced |
| Arbor Capital Management Inc | 2,484 | $1.33M | 1.31% | +91+3.8% | Added |
| Nicholas Hoffman & Company, LLC. | 2,644 | $1.34M | 0.05% | +183+7.4% | Added |
| Angeles Wealth Management, LLC | 2,647 | $1.34M | 0.11% | −64−2.4% | Reduced |
| Trustmark National Bank Trust Department | 2,648 | $1.34M | 0.10% | −1,196−31.1% | Reduced |
| Allred Capital Management, LLC | 2,648 | $1.34M | 0.52% | +40+1.5% | Added |
| Financial Network Wealth Management LLC | 2,649 | $1.34M | 0.48% | −451−14.5% | Reduced |
| LeClair Wealth Partners LLC | 2,650 | $1.34M | 0.89% | +2,650 | New |
| Cary Street Partner Investment Advisory LLC | 2,651 | $1.34M | 0.88% | −23,072−89.7% | Reduced |
| Amica Retiree Medical Trust | 2,655 | $1.34M | 1.27% | −230−8.0% | Reduced |
| Keystone Financial Group | 2,644 | $1.34M | 0.13% | +382+16.9% | Added |
| Cerro Pacific Wealth Advisors LLC | 2,301 | $1.35M | 0.45% | −5−0.2% | Reduced |
| Kensington Investment Counsel, LLC | 2,661 | $1.35M | 0.56% | −94−3.4% | Reduced |
| Everett Harris & Co | 2,661 | $1.35M | 0.02% | −11−0.4% | Reduced |
| Transatlantique Private Wealth LLC | 2,663 | $1.35M | 0.51% | −754−22.1% | Reduced |
| Summit Financial Wealth Advisors, LLC | 2,461 | $1.35M | 0.26% | −53−2.1% | Reduced |
| Vivaldi Capital Management, LLC | 2,483 | $1.35M | 0.21% | +45+1.8% | Added |
| Cim Investment Mangement Inc | 2,669 | $1.35M | 0.40% | −34−1.3% | Reduced |
| Bradyco, Inc. | 2,673 | $1.35M | 0.84% | +2,673 | New |
| Wilson & Boucher Capital Management, LLC | 2,679 | $1.36M | 0.96% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 2,680 | $1.36M | 0.24% | −50−1.8% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 2,683 | $1.36M | 0.50% | −342−11.3% | Reduced |
| Prudent Man Advisors, LLC | 2,684 | $1.36M | 0.49% | −279−9.4% | Reduced |
| Wolf Group Capital Advisors | 2,834 | $1.36M | 0.67% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 2,695 | $1.36M | 0.56% | −33−1.2% | Reduced |
| Caldwell Investment Management Ltd. | 2,690 | $1.36M | 0.92% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 2,700 | $1.37M | 0.06% | +185+7.4% | Added |
| Baldwin Investment Management, LLC | 2,706 | $1.37M | 0.18% | −94−3.4% | Reduced |
| TLWM | 2,708 | $1.37M | 0.27% | +105+4.0% | Added |
| Bank of Jackson Hole Trust | 2,711 | $1.37M | 0.91% | +2,711 | New |
| Sand Hill Global Advisors, LLC | 2,717 | $1.37M | 0.06% | −2−0.1% | Reduced |
| Sovran Advisors, LLC | 2,529 | $1.37M | 0.20% | +2,529 | New |
| Duncan Williams Asset Management, LLC | 2,721 | $1.38M | 0.54% | +147+5.7% | Added |
| Nicholson Wealth Management Group, LLC | 2,726 | $1.38M | 0.92% | +1,067+64.3% | Added |
| Perennial Investment Advisors, LLC | 2,729 | $1.38M | 0.16% | −63−2.3% | Reduced |
| Bank of Stockton | 2,730 | $1.38M | 0.42% | +16+0.6% | Added |
| Syntegra Private Wealth Group, LLC | 2,733 | $1.38M | 0.16% | −60−2.1% | Reduced |
| Nabity-Jensen Investment Management Inc | 2,736 | $1.38M | 1.05% | +50+1.9% | Added |
| Dynamic Technology Lab Private Ltd | 2,745 | $1.39M | 0.22% | +2,745 | New |
| Avalon Trust Co | 2,755 | $1.39M | 0.10% | +152+5.8% | Added |
| Keudell/Morrison Wealth Management | 2,757 | $1.39M | 0.36% | −66−2.3% | Reduced |
| Colonial River Wealth Management, LLC | 2,758 | $1.39M | 0.68% | +81+3.0% | Added |
| LVM Capital Management Ltd | 2,758 | $1.40M | 0.15% | +59+2.2% | Added |
| Scientech Research LLC | 2,760 | $1.40M | 0.40% | +1,736+169.5% | Added |
| Cromwell Holdings LLC | 2,765 | $1.40M | 0.81% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 2,766 | $1.40M | 1.01% | +52+1.9% | Added |
| Alta Wealth Advisors LLC | 2,771 | $1.40M | 0.61% | −560−16.8% | Reduced |
| Childress Capital Advisors, LLC | 2,774 | $1.40M | 0.39% | −245−8.1% | Reduced |
| Archer Investment Corp | 2,777 | $1.40M | 0.37% | +259+10.3% | Added |
| Wealth Management Partners, LLC | 2,778 | $1.41M | 0.61% | −121−4.2% | Reduced |
| Riverpark Capital Management LLC | 2,787 | $1.41M | 2.46% | +71+2.6% | Added |
| Heritage Family Offices, LLP | 2,797 | $1.41M | 0.71% | +147+5.5% | Added |
| MGB Wealth Management, LLC | 2,793 | $1.42M | 0.44% | −1,157−29.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,805 | $1.42M | 0.14% | −215−7.1% | Reduced |
| Austin Private Wealth, LLC | 2,811 | $1.42M | 0.13% | +396+16.4% | Added |
| Integrity Alliance, LLC. | 2,812 | $1.42M | 0.15% | +2,812 | New |
| ERn Financial, LLC | 2,813 | $1.42M | 0.21% | +113+4.2% | Added |