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
- 3,684
- +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
- 1,386 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 |
|---|---|---|---|---|---|
| Camden Capital, LLC | 2,825 | $1.43M | 0.16% | +548+24.1% | Added |
| McDonald Partners LLC | 2,826 | $1.43M | 0.37% | +109+4.0% | Added |
| Martin Capital Partners, LLC | 2,831 | $1.43M | 1.70% | −3,808−57.4% | Reduced |
| Ambassador Advisors, LLC | 2,832 | $1.43M | 0.24% | −424−13.0% | Reduced |
| Brand Asset Management Group, Inc. | 2,834 | $1.43M | 0.58% | −136−4.6% | Reduced |
| Steel Peak Wealth Management LLC | 2,844 | $1.44M | 0.06% | +221+8.4% | Added |
| Islay Capital Management, LLC | 2,847 | $1.44M | 1.00% | +119+4.4% | Added |
| Phillips Wealth Planners LLC | 2,767 | $1.44M | 1.44% | +117+4.4% | Added |
| Sym Financial Corp | 2,849 | $1.44M | 0.19% | +1,892+197.7% | Added |
| Vectors Research Management, LLC | 2,856 | $1.44M | 0.49% | −51−1.8% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 2,856 | $1.44M | 0.60% | +1,549+118.5% | Added |
| Beacon Financial Group | 2,856 | $1.44M | 0.16% | −158−5.2% | Reduced |
| Tiemann Investment Advisors, LLC | 2,859 | $1.45M | 0.64% | −65−2.2% | Reduced |
| MBM Wealth Consultants, LLC | 2,872 | $1.45M | 0.43% | +60+2.1% | Added |
| ICW Investment Advisors LLC | 2,868 | $1.45M | 0.61% | +455+18.9% | Added |
| Sendero Wealth Management, LLC | 2,877 | $1.46M | 0.22% | +185+6.9% | Added |
| Patton Albertson Miller Group, LLC | 2,881 | $1.46M | 0.19% | −25−0.9% | Reduced |
| Bridgefront Capital, LLC | 2,882 | $1.46M | 0.49% | +2,882 | New |
| BankPlus Trust Department | 2,884 | $1.46M | 0.48% | +2,884 | New |
| Silver Oak Securities, Inc | 2,878 | $1.46M | 0.14% | +557+24.0% | Added |
| Two Sigma Securities, LLC | 2,890 | $1.46M | 0.26% | +2,169+300.8% | Added |
| Meridian Financial Partners LLC | 2,891 | $1.46M | 0.77% | −11−0.4% | Reduced |
| ArrowMark Colorado Holdings LLC | 2,900 | $1.47M | 0.02% | +2,900 | New |
| Burford Brothers, Inc. | 2,903 | $1.47M | 0.72% | +8+0.3% | Added |
| CFS Investment Advisory Services, LLC | 2,904 | $1.47M | 0.13% | +387+15.4% | Added |
| HHM Wealth Advisors, LLC | 2,921 | $1.48M | 0.20% | +1,866+176.9% | Added |
| Gamco Investors, Inc. Et Al | 2,928 | $1.48M | 0.02% | −291−9.0% | Reduced |
| Sunpointe, LLC | 2,930 | $1.48M | 0.74% | +179+6.5% | Added |
| Altfest L J & Co Inc | 2,933 | $1.48M | 0.19% | −47−1.6% | Reduced |
| South Plains Financial, Inc. | 2,944 | $1.49M | 1.14% | +2,944 | New |
| Ironwood Investment Counsel, LLC | 2,944 | $1.49M | 0.25% | −40−1.3% | Reduced |
| Groesbeck Investment Management Corp | 2,946 | $1.49M | 1.94% | −350−10.6% | Reduced |
| Trail Ridge Investment Advisors, LLC | 2,955 | $1.49M | 0.71% | +16+0.5% | Added |
| XML Financial, LLC | 2,956 | $1.50M | 0.14% | +5+0.2% | Added |
| Hartline Investment Corp | 2,960 | $1.50M | 0.17% | −720−19.6% | Reduced |
| E&G Advisors, LP | 2,963 | $1.50M | 0.41% | +30+1.0% | Added |
| Legacy Bridge, LLC | 2,968 | $1.50M | 0.78% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 2,971 | $1.50M | 0.04% | +1,296+77.4% | Added |
| Invera Wealth Advisors, LLC | 2,840 | $1.50M | 1.49% | −74−2.5% | Reduced |
| Apeiron RIA LLC | 2,975 | $1.50M | 0.42% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 2,981 | $1.51M | 0.26% | −126−4.1% | Reduced |
| Sentry Investment Management LLC | 2,983 | $1.51M | 0.72% | −2,184−42.3% | Reduced |
| Semmax Financial Advisors Inc. | 2,851 | $1.51M | 0.40% | +64+2.3% | Added |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $1.52M | 0.45% | 00.0% | Unchanged |
| One68 Global Capital, LLC | 3,000 | $1.52M | 0.81% | +3,000 | New |
| West Michigan Advisors, LLC | 3,011 | $1.52M | 0.46% | +80+2.7% | Added |
| Independent Investors Inc | 3,015 | $1.53M | 0.30% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 3,017 | $1.53M | 0.71% | +304+11.2% | Added |
| PFW Advisors LLC | 3,018 | $1.53M | 0.47% | +3,018 | New |
| 1248 Management, LLC | 3,019 | $1.53M | 0.66% | +3,019 | New |
| Ninety One North America, Inc. | 3,020 | $1.53M | 0.09% | −395−11.6% | Reduced |
| Centurion Wealth Management LLC | 3,025 | $1.53M | 0.48% | +86+2.9% | Added |
| Institute for Wealth Management, LLC. | 3,026 | $1.53M | 0.19% | −15−0.5% | Reduced |
| Yarbrough Capital, LLC | 3,043 | $1.54M | 0.06% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 3,044 | $1.54M | 0.34% | −2,282−42.8% | Reduced |
| Westhampton Capital, LLC | 3,049 | $1.54M | 0.79% | −20−0.7% | Reduced |
| Alta Advisers Ltd | 3,057 | $1.55M | 0.98% | +457+17.6% | Added |
| Drive Wealth Management, LLC | 3,068 | $1.55M | 0.38% | +135+4.6% | Added |
| Mainstream Capital Management LLC | 3,073 | $1.55M | 1.09% | +3+0.1% | Added |
| Aviance Capital Partners, LLC | 3,076 | $1.56M | 0.22% | −124−3.9% | Reduced |
| Lee Financial Co | 3,083 | $1.56M | 0.22% | −81−2.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 3,090 | $1.56M | 0.20% | +3,090 | New |
| Ar Asset Management Inc | 3,090 | $1.56M | 0.35% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 3,090 | $1.56M | 0.33% | +139+4.7% | Added |
| Mechanics Financial Corp | 3,101 | $1.57M | 0.70% | −20−0.6% | Reduced |
| Fullcircle Wealth LLC | 2,953 | $1.57M | 0.64% | −16−0.5% | Reduced |
| Altman Advisors, Inc. | 3,103 | $1.57M | 0.67% | +47+1.5% | Added |
| Northern Financial Advisors Inc | 3,105 | $1.57M | 1.25% | −180−5.5% | Reduced |
| MRP Capital Investments, LLC | 3,108 | $1.57M | 1.43% | −65−2.0% | Reduced |
| Westbourne Investment Advisors, Inc. | 3,125 | $1.58M | 0.54% | +5+0.2% | Added |
| Prairie Wealth Advisors, Inc. | 3,131 | $1.58M | 0.76% | −464−12.9% | Reduced |
| Ellis Investment Partners, LLC | 3,134 | $1.59M | 0.31% | −7−0.2% | Reduced |
| OV Management LLC | 3,151 | $1.59M | 0.74% | +314+11.1% | Added |
| Bulltick Wealth Management, LLC | 3,159 | $1.60M | 0.38% | +2,314+273.8% | Added |
| SNS Financial Group, LLC | 3,164 | $1.60M | 0.16% | −459−12.7% | Reduced |
| Algert Global LLC | 3,175 | $1.61M | 0.04% | +160+5.3% | Added |
| Montecito Bank & Trust | 3,176 | $1.61M | 0.28% | +135+4.4% | Added |
| Wallace Advisory Group, LLC | 2,759 | $1.61M | 1.11% | −2−0.1% | Reduced |
| Summit X, LLC | 3,193 | $1.61M | 0.36% | −323−9.2% | Reduced |
| Trust Investment Advisors | 3,192 | $1.61M | 1.03% | −119−3.6% | Reduced |
| Icon Advisers Inc | 3,203 | $1.62M | 0.36% | −4,916−60.5% | Reduced |
| Heartland Bank & Trust Co | 3,209 | $1.62M | 0.88% | +539+20.2% | Added |
| Westside Investment Management, Inc. | 3,210 | $1.62M | 0.34% | +451+16.3% | Added |
| Mendel Money Management | 3,211 | $1.62M | 0.73% | +131+4.3% | Added |
| SeaCrest Wealth Management, LLC | 3,223 | $1.63M | 0.17% | +71+2.3% | Added |
| Laraway Financial Inc | 3,225 | $1.63M | 1.29% | +2+0.1% | Added |
| Enclave Advisors LLC | 3,227 | $1.63M | 0.27% | +79+2.5% | Added |
| Benchmark Investment Advisors LLC | 3,229 | $1.63M | 1.06% | −117−3.5% | Reduced |
| GoalVest Advisory LLC | 3,238 | $1.64M | 0.45% | −10−0.3% | Reduced |
| Scissortail Wealth Management, LLC | 3,239 | $1.64M | 0.42% | +3,233+53,883.3% | Added |
| KLCM Advisors, Inc. | 3,243 | $1.64M | 0.19% | +50+1.6% | Added |
| BKD Wealth Advisors, LLC | 3,245 | $1.64M | 0.04% | 00.0% | Unchanged |
| Advisor OS, LLC | 3,249 | $1.64M | 0.19% | −275−7.8% | Reduced |
| Meritage Portfolio Management | 3,255 | $1.65M | 0.10% | −7,977−71.0% | Reduced |
| Axecap Investments, LLC | 3,271 | $1.65M | 1.25% | −2,283−41.1% | Reduced |
| Paulson Wealth Management Inc. | 3,286 | $1.66M | 0.45% | −265−7.5% | Reduced |
| Two Sigma Investments, LP | 3,300 | $1.67M | 0.00% | 00.0% | Unchanged |
| CSU Producer Resources, Inc. | 3,300 | $1.67M | 5.50% | 00.0% | Unchanged |
| Pictet Bank & Trust Ltd | 3,300 | $1.67M | 1.67% | +130+4.1% | Added |
| Kings Path Partners LLC | 3,300 | $1.67M | 0.71% | +338+11.4% | Added |