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 |
|---|---|---|---|---|---|
| Flow Traders U.S. LLC | 3,301 | $1.67M | 0.07% | +3,301 | New |
| Cornerstone Advisory, LLC | 3,198 | $1.67M | 0.19% | −9−0.3% | Reduced |
| Kirtland Hills Capital Management, LLC | 3,312 | $1.68M | 1.07% | +15+0.5% | Added |
| Wall Street Access Asset Management, LLC | 3,315 | $1.68M | 0.63% | +43+1.3% | Added |
| Lakeview Capital Partners, LLC | 3,317 | $1.68M | 0.37% | −7,130−68.2% | Reduced |
| Defined Wealth Management, LLC | 3,319 | $1.68M | 1.11% | −12−0.4% | Reduced |
| Sierra Summit Advisors LLC | 3,322 | $1.68M | 0.34% | −461−12.2% | Reduced |
| Buckley Wealth Management, LLC | 3,334 | $1.69M | 0.52% | +58+1.8% | Added |
| Herold Advisors, Inc. | 3,335 | $1.69M | 0.37% | −718−17.7% | Reduced |
| Corundum Group, Inc. | 3,339 | $1.69M | 0.63% | +1,133+51.4% | Added |
| Zullo Investment Group, Inc. | 3,349 | $1.69M | 0.68% | −39−1.2% | Reduced |
| Tolleson Wealth Management, Inc. | 3,354 | $1.70M | 0.35% | +365+12.2% | Added |
| Golden State Equity Partners | 3,359 | $1.70M | 0.32% | −68−2.0% | Reduced |
| KC Investment Advisors, LLC | 3,364 | $1.70M | 0.68% | −64−1.9% | Reduced |
| Rede Wealth, LLC | 3,366 | $1.70M | 0.65% | −253−7.0% | Reduced |
| Lyell Wealth Management, LP | 3,377 | $1.71M | 0.15% | −4,904−59.2% | Reduced |
| Investment Advisory Services Inc | 3,386 | $1.71M | 0.60% | +8+0.2% | Added |
| One Capital Management, LLC | 3,401 | $1.72M | 0.06% | −1,296−27.6% | Reduced |
| Stiles Financial Services Inc | 3,406 | $1.72M | 0.62% | −8,329−71.0% | Reduced |
| James J. Burns & Company, LLC | 3,409 | $1.72M | 0.30% | −86−2.5% | Reduced |
| Alpha DNA Investment Management LLC | 3,411 | $1.73M | 0.94% | +111+3.4% | Added |
| Executive Wealth Management, LLC | 3,416 | $1.73M | 0.14% | +2,328+214.0% | Added |
| LRT Capital Management, LLC | 3,427 | $1.73M | 1.36% | +1,564+84.0% | Added |
| Hunter Associates Investment Management LLC | 3,432 | $1.74M | 0.26% | +60+1.8% | Added |
| Saxon Interests, Inc. | 3,437 | $1.74M | 0.77% | +1,136+49.4% | Added |
| SkyView Investment Advisors, LLC | 3,440 | $1.74M | 0.28% | +3,440 | New |
| Evelyn Partners Investment Management (Europe) Ltd | 3,444 | $1.74M | 0.63% | +3,444 | New |
| PGGM Investments | 3,450 | $1.75M | 0.02% | −2,676−43.7% | Reduced |
| Ellevest, Inc. | 3,450 | $1.75M | 0.10% | −153−4.2% | Reduced |
| Financial Advisors Network, Inc. | 3,451 | $1.75M | 0.29% | +3,451 | New |
| Commons Capital, LLC | 3,451 | $1.75M | 1.58% | +68+2.0% | Added |
| Capital Management Associates | 3,455 | $1.75M | 2.06% | +2,251+187.0% | Added |
| Morris Retirement Advisors, LLC | 3,458 | $1.75M | 0.93% | −400−10.4% | Reduced |
| Cobblestone Capital Advisors LLC | 3,459 | $1.75M | 0.10% | −17−0.5% | Reduced |
| ZWJ Investment Counsel Inc | 3,467 | $1.75M | 0.07% | −233−6.3% | Reduced |
| KPP Advisory Services LLC | 3,470 | $1.76M | 0.41% | −32−0.9% | Reduced |
| Farringdon Capital, Ltd. | 3,475 | $1.76M | 0.73% | +3,475 | New |
| ORBA Wealth Advisors, L.L.C. | 3,482 | $1.76M | 0.92% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 3,364 | $1.76M | 0.06% | +292+9.5% | Added |
| Prossimo Advisors, LLC | 3,514 | $1.78M | 1.29% | +11+0.3% | Added |
| LSV Asset Management | 3,514 | $1.78M | 0.00% | +14+0.4% | Added |
| Gen-Wealth Partners Inc | 3,516 | $1.78M | 0.76% | +341+10.7% | Added |
| Hudson Canyon Capital Management | 3,518 | $1.78M | 1.16% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 3,518 | $1.78M | 0.24% | +102+3.0% | Added |
| RKL Wealth Management LLC | 3,526 | $1.78M | 0.16% | +1,060+43.0% | Added |
| US Asset Management LLC | 3,541 | $1.79M | 1.61% | −102−2.8% | Reduced |
| Emprise Bank | 3,542 | $1.79M | 1.01% | −138−3.8% | Reduced |
| Pettee Investors, Inc. | 3,547 | $1.79M | 0.91% | −40−1.1% | Reduced |
| CoreCap Advisors, LLC | 3,553 | $1.80M | 0.08% | +1,991+127.5% | Added |
| Evernest Financial Advisors, LLC | 3,559 | $1.80M | 0.47% | +128+3.7% | Added |
| Ramirez Asset Management, Inc. | 3,559 | $1.80M | 0.36% | 00.0% | Unchanged |
| BlueStem Wealth Partners, LLC | 3,563 | $1.80M | 0.24% | +3,563 | New |
| Quotient Wealth Partners, LLC | 3,574 | $1.81M | 0.06% | −234−6.1% | Reduced |
| Walter & Keenan Financial Consulting Co | 3,576 | $1.81M | 0.55% | +9+0.3% | Added |
| MidWestOne Financial Group, Inc. | 3,588 | $1.81M | 0.25% | −88−2.4% | Reduced |
| Highview Capital Management LLC | 3,591 | $1.82M | 0.70% | −464−11.4% | Reduced |
| FSM Wealth Advisors, LLC | 3,561 | $1.82M | 0.45% | −193−5.1% | Reduced |
| Continuum Advisory, LLC | 3,595 | $1.82M | 0.23% | −23−0.6% | Reduced |
| Smith, Salley & Associates | 3,603 | $1.82M | 0.12% | −40−1.1% | Reduced |
| EverSource Wealth Advisors, LLC | 3,606 | $1.82M | 0.10% | +719+24.9% | Added |
| Northeast Financial Group, Inc. | 3,607 | $1.83M | 0.70% | +204+6.0% | Added |
| West Family Investments, Inc. | 3,613 | $1.83M | 0.64% | −526−12.7% | Reduced |
| Oxford Wealth Group, LLC | 3,614 | $1.83M | 1.18% | +195+5.7% | Added |
| IMS Capital Management | 3,617 | $1.83M | 0.85% | −9−0.2% | Reduced |
| Net Worth Advisory Group | 3,621 | $1.83M | 0.56% | −42−1.1% | Reduced |
| HMS Capital Management, LLC | 3,629 | $1.84M | 0.89% | −62−1.7% | Reduced |
| Matrix Trust Co | 3,634 | $1.84M | 0.32% | +225+6.6% | Added |
| Fiduciary Group LLC | 3,637 | $1.84M | 0.18% | −64−1.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,394 | $1.84M | 0.02% | −189−5.3% | Reduced |
| Prestige Wealth Management Group LLC | 3,648 | $1.85M | 0.38% | −446−10.9% | Reduced |
| Central Pacific Bank - Trust Division | 3,665 | $1.85M | 0.24% | −1,359−27.1% | Reduced |
| Certified Advisory Corp | 3,673 | $1.86M | 0.20% | −83−2.2% | Reduced |
| Pure Financial Advisors, Inc. | 3,674 | $1.86M | 0.04% | +102+2.9% | Added |
| Canandaigua National Bank & Trust Co | 3,682 | $1.86M | 0.18% | −777−17.4% | Reduced |
| Signature Estate & Investment Advisors LLC | 3,686 | $1.86M | 0.05% | +450+13.9% | Added |
| Legacy Capital Wealth Partners, LLC | 3,701 | $1.87M | 0.46% | −3,721−50.1% | Reduced |
| Delta Financial Advisors LLC | 3,704 | $1.87M | 0.70% | −79−2.1% | Reduced |
| One Wealth Advisors, LLC | 3,706 | $1.87M | 0.28% | +138+3.9% | Added |
| Goepper Burkhardt LLC | 3,717 | $1.88M | 0.76% | −25−0.7% | Reduced |
| Willner & Heller, LLC | 3,720 | $1.88M | 1.65% | +10+0.3% | Added |
| Signature Wealth Management Group | 3,724 | $1.88M | 0.76% | +97+2.7% | Added |
| Geller Advisors LLC | 3,728 | $1.89M | 0.12% | −141−3.6% | Reduced |
| Argentarii, LLC | 3,730 | $1.89M | 0.95% | +3,730 | New |
| Stokes Family Office, LLC | 3,732 | $1.89M | 0.20% | −39−1.0% | Reduced |
| Peterson Wealth Services | 3,733 | $1.89M | 0.57% | +63+1.7% | Added |
| Proficio Capital Partners LLC | 3,734 | $1.89M | 0.15% | +1,279+52.1% | Added |
| Central Valley Advisors, LLC | 3,736 | $1.89M | 0.86% | +222+6.3% | Added |
| IAM Advisory, LLC | 3,748 | $1.90M | 0.48% | +17+0.5% | Added |
| Shum Financial Group, Inc. | 3,761 | $1.90M | 1.64% | +86+2.3% | Added |
| Jacobi Capital Management LLC | 3,769 | $1.91M | 0.14% | +22+0.6% | Added |
| Tilia Fiduciary Partners, Inc. | 3,786 | $1.92M | 1.31% | +136+3.7% | Added |
| Green Harvest Asset Management LLC | 3,788 | $1.92M | 0.04% | −1,743−31.5% | Reduced |
| Ahl Investment Management, Inc. | 3,792 | $1.92M | 1.34% | −17−0.4% | Reduced |
| Diversified Enterprises, LLC | 3,793 | $1.92M | 0.18% | +441+13.2% | Added |
| Accurate Wealth Management, LLC | 3,686 | $1.92M | 0.37% | −90−2.4% | Reduced |
| Horizon Investment Services, LLC | 3,800 | $1.92M | 0.82% | −410−9.7% | Reduced |
| Money Concepts Capital Corp | 3,800 | $1.92M | 0.14% | +54+1.4% | Added |
| MWA Asset Management | 3,809 | $1.93M | 1.28% | +93+2.5% | Added |
| Maia Wealth LLC | 3,548 | $1.93M | 0.42% | +300+9.2% | Added |
| Optas, LLC | 3,824 | $1.93M | 0.42% | −207−5.1% | Reduced |