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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; 3,394 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.

Institutional holdersQ4 2024: 3,685 institutions
Q1 2021: 2,516 institutionsQ2 2021: 2,592 institutionsQ3 2021: 2,573 institutionsQ4 2021: 2,909 institutionsQ1 2022: 2,966 institutionsQ2 2022: 2,965 institutionsQ3 2022: 2,999 institutionsQ4 2022: 3,160 institutionsQ1 2023: 3,115 institutionsQ2 2023: 3,137 institutionsQ3 2023: 3,145 institutionsQ4 2023: 3,422 institutionsQ1 2024: 3,385 institutionsQ2 2024: 3,407 institutionsQ3 2024: 3,477 institutionsQ4 2024: 3,685 institutionsQ1 2025: 3,614 institutionsQ2 2025: 3,186 institutionsQ3 2025: 3,169 institutionsQ4 2025: 3,312 institutionsQ1 2026: 3,055 institutionsQ2 2026: 3,394 institutions
Value heldQ4 2024: $409.5B
Q1 2021: $307.3BQ2 2021: $330.1BQ3 2021: $321.7BQ4 2021: $413.9BQ1 2022: $418.3BQ2 2022: $422.0BQ3 2022: $413.5BQ4 2022: $434.2BQ1 2023: $383.6BQ2 2023: $388.4BQ3 2023: $407.5BQ4 2023: $428.0BQ1 2024: $398.9BQ2 2024: $411.9BQ3 2024: $474.6BQ4 2024: $409.5BQ1 2025: $424.3BQ2 2025: $241.1BQ3 2025: $253.5BQ4 2025: $248.2BQ1 2026: $202.4BQ2 2026: $325.1B
Institutions holding UNH and their total value by quarter
QuarterHoldersValue
Q2 20263,394$325.1B
Q1 20263,055$202.4B
Q4 20253,312$248.2B
Q3 20253,169$253.5B
Q2 20253,186$241.1B
Q1 20253,614$424.3B
Q4 20243,685$409.5B
Q3 20243,477$474.6B
Q2 20243,407$411.9B
Q1 20243,385$398.9B
Q4 20233,422$428.0B
Q3 20233,145$407.5B
Q2 20233,137$388.4B
Q1 20233,115$383.6B
Q4 20223,160$434.2B
Q3 20222,999$413.5B
Q2 20222,965$422.0B
Q1 20222,966$418.3B
Q4 20212,909$413.9B
Q3 20212,573$321.7B
Q2 20212,592$330.1B
Q1 20212,516$307.3B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q3 2024.

Institutions holding UNH in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Kapitalo Investimentos Ltda81$41.0K0.03%+81New
Clear Investment Research, LLC82$41.9K0.06%+6+7.9%Added
Copia Wealth Management83$42.0K0.04%+83New
Halbert Hargrove Global Advisors, LLC86$43.5K0.00%−502−85.4%Reduced
Ruedi Wealth Management, Inc.87$44.3K0.01%00.0%Unchanged
Legacy Investment Solutions, LLC84$44.3K0.03%−10−10.6%Reduced
Legacy Wealth Managment, LLC84$44.3K0.03%−10−10.6%Reduced
Investment Management Corp88$44.4K0.04%+88New
WealthCollab, LLC89$45.0K0.03%−63−41.4%Reduced
Gleason Group, Inc.90$45.3K0.01%−69−43.4%Reduced
Cove Street Capital, LLC90$45.5K0.05%00.0%Unchanged
Grayhawk Investment Strategies Inc.94$47.6K0.09%00.0%Unchanged
Red Tortoise LLC95$48.0K0.03%+18+23.4%Added
Front Row Advisors LLC96$48.6K0.02%00.0%Unchanged
Bank & Trust Co96$48.6K0.04%00.0%Unchanged
Horizons Wealth Management100$50.6K0.04%00.0%Unchanged
University of Texas/Texas Am Investment Managment Co100$50.6K0.01%00.0%Unchanged
SIMA Wealth Partners, LLC100$50.6K0.04%00.0%Unchanged
Minot DeBlois Advisors LLC100$50.6K0.05%+100New
DecisionPoint Financial, LLC102$51.6K0.02%+62+155.0%Added
Pacific Capital Wealth Advisors, Inc103$52.1K0.01%−14−12.0%Reduced
Solstein Capital, LLC104$52.6K0.03%00.0%Unchanged
10Elms LLP104$52.6K0.05%+104New
REAP Financial Group, LLC106$53.8K0.01%−1−0.9%Reduced
Financial Network Wealth Advisors LLC108$54.6K0.10%+108New
VSM Wealth Advisory, LLC111$56.1K0.02%+111New
Tacita Capital Inc112$56.7K0.04%+70+166.7%Added
Redwood Park Advisors LLC113$57.2K0.05%+113New
FPC Investment Advisory, Inc.106$57.5K0.04%+95+863.6%Added
Ridgewood Investments LLC121$61.0K0.03%00.0%Unchanged
Ogorek Anthony Joseph121$61.0K0.02%00.0%Unchanged
Bellevue Asset Management, LLC122$61.7K0.03%00.0%Unchanged
Tanglewood Legacy Advisors, LLC122$61.7K0.03%00.0%Unchanged
Retirement Wealth Solutions LLC120$62.4K0.05%+120New
Financial Connections Group, Inc.125$63.0K0.03%−59−32.1%Reduced
DHJJ Financial Advisors, Ltd.125$63.2K0.02%00.0%Unchanged
West Oak Capital, LLC125$63.2K0.02%00.0%Unchanged
LGT Financial Advisors LLC125$63.2K0.14%+125New
Fourth Dimension Wealth, LLC125$63.2K0.03%+125New
Bellwether Advisors, LLC129$65.3K0.01%+129New
Guardian Wealth Management, Inc.130$65.9K0.04%+1+0.8%Added
Painted Porch Advisors LLC132$66.8K0.03%−13−9.0%Reduced
Lowe Wealth Advisors, LLC134$67.6K0.03%+26+24.1%Added
TruNorth Capital Management, LLC134$67.8K0.02%−7−5.0%Reduced
Knuff & Co LLC135$68.3K0.02%+135New
Runnymede Capital Advisors, Inc.138$69.8K0.06%+138New
True Wealth Design, LLC142$71.7K0.03%−65−31.4%Reduced
Wood Tarver Financial Group, LLC145$73.0K0.02%+145New
Creative Capital Management Investments LLC146$73.9K0.03%−14−8.8%Reduced
Roble, Belko & Company, Inc146$74.0K0.01%00.0%Unchanged
Compass Planning Associates Inc147$74.5K0.08%+147New
New Millennium Group LLC150$75.8K0.04%+15+11.1%Added
Hoese & Co LLP150$75.9K0.07%00.0%Unchanged
Your Advocates Ltd., LLP150$75.9K0.03%−148−49.7%Reduced
Compass Wealth Management LLC150$75.9K0.02%00.0%Unchanged
JTC Employer Solutions Trusteee Ltd126$77.0K0.01%00.0%Unchanged
Wingate Wealth Advisors, Inc.157$79.4K0.08%+157New
Householder Group Estate & Retirement Specialist, LLC159$80.0K0.06%−2,042−92.8%Reduced
Clark Wealth Partners159$80.4K0.06%+159New
Quarry LP160$80.9K0.02%+160New
Bay Harbor Wealth Management, LLC162$81.9K0.03%+8+5.2%Added
Evergreen Private Wealth LLC166$84.0K0.04%00.0%Unchanged
Kiely Wealth Advisory Group, Inc.160$85.3K0.05%00.0%Unchanged
Coston, McIsaac & Partners170$86.0K0.03%00.0%Unchanged
Beaird Harris Wealth Management, LLC175$88.5K0.01%−112−39.0%Reduced
Vermillion Wealth Management, Inc.178$90.1K0.05%+178New
Wiser Advisor Group LLC180$91.1K0.13%+1+0.6%Added
Activest Wealth Management187$94.7K0.03%+5+2.7%Added
WFA Asset Management Corp187$94.8K0.05%00.0%Unchanged
Pineridge Advisors LLC188$95.1K0.04%+15+8.7%Added
Valued Wealth Advisors LLC188$95.2K0.06%−18−8.7%Reduced
Consultiva Wealth Management, Corp.191$96.6K0.48%+191New
CKW Financial Group200$101.0K0.01%00.0%Unchanged
Slocum, Gordon & Co LLP200$101.2K0.08%00.0%Unchanged
American Capital Advisory, LLC200$101.2K0.06%00.0%Unchanged
Highline Wealth Partners LLC200$101.4K0.03%+107+115.1%Added
Endeavor Private Wealth, Inc.205$103.7K0.10%+205New
Bernard Wealth Management Corp.205$103.7K0.05%+205New
Fairman Group, LLC217$109.8K0.09%00.0%Unchanged
WealthTrak Capital Management LLC218$110.3K0.09%+218New
Riggs Asset Managment Co. Inc.219$111.2K0.03%+1+0.5%Added
Maj Invest Holding A/S222$112.0K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC224$113.3K0.02%00.0%Unchanged
Delta Asset Management LLC227$114.8K0.01%00.0%Unchanged
Canton Hathaway, LLC230$116.0K0.03%00.0%Unchanged
Cassady Schiller Wealth Management, LLC232$117.4K0.04%+23+11.0%Added
First PREMIER Bank234$118.0K0.03%−40−14.6%Reduced
Meeder Asset Management Inc236$119.4K0.01%−578−71.0%Reduced
Natixis Investment Managers International237$119.9K0.01%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.239$121.1K0.05%−48−16.7%Reduced
Rowland & Co Investment Counsel240$121.4K0.03%−5−2.0%Reduced
Wellington Shields & Co., LLC241$121.9K0.04%+36+17.6%Added
DiNuzzo Private Wealth, Inc.241$121.9K0.02%−1−0.4%Reduced
Avion Wealth246$124.0K0.03%−3−1.2%Reduced
1620 Investment Advisors, Inc.245$124.0K0.09%+245New
Tradewinds Capital Management, LLC247$124.9K0.03%+2+0.8%Added
Financial Life Planners264$132.8K0.11%+264New
Abound Wealth Management266$134.8K0.04%+1+0.4%Added
TD Capital Management LLC268$135.5K0.01%+3+1.1%Added
Human Investing LLC273$138.0K0.02%+273New