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 |
|---|---|---|---|---|---|
| Wellington Wealth Strategies, LLC. | 3,643 | $1.94M | 1.77% | −376−9.4% | Reduced |
| Financial Engines Advisors L.L.C. | 3,835 | $1.94M | 0.00% | +1,428+59.3% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 3,848 | $1.95M | 1.20% | +37+1.0% | Added |
| JSF Financial, LLC | 3,848 | $1.95M | 0.52% | +290+8.2% | Added |
| Strategic Blueprint, LLC | 3,850 | $1.95M | 0.12% | +8+0.2% | Added |
| Menard Financial Group LLC | 3,856 | $1.95M | 1.17% | +4+0.1% | Added |
| BCGM Wealth Management, LLC | 3,858 | $1.95M | 0.62% | +143+3.8% | Added |
| Townsend & Associates, Inc | 3,720 | $1.95M | 0.20% | −32−0.9% | Reduced |
| Missouri Trust & Investment Co | 3,864 | $1.95M | 0.69% | +723+23.0% | Added |
| SWS Partners | 3,866 | $1.96M | 0.59% | −33−0.8% | Reduced |
| Fairfield Financial Advisors, LTD | 3,877 | $1.96M | 0.69% | −374−8.8% | Reduced |
| Astoria Portfolio Advisors LLC. | 3,611 | $1.96M | 0.70% | +189+5.5% | Added |
| Hilltop Partners LLC | 3,891 | $1.97M | 0.67% | +820+26.7% | Added |
| Key Financial Inc | 3,892 | $1.97M | 0.45% | +84+2.2% | Added |
| Polar Asset Management Partners Inc. | 3,900 | $1.97M | 0.03% | +3,900 | New |
| Financial Advocates Investment Management | 3,903 | $1.97M | 0.11% | −350−8.2% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 3,905 | $1.98M | 1.33% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 3,918 | $1.98M | 0.85% | −92−2.3% | Reduced |
| Alliance Wealth Advisors, LLC | 3,920 | $1.98M | 0.51% | −2,060−34.4% | Reduced |
| Vista Finance, LLC | 3,927 | $1.99M | 2.04% | −92−2.3% | Reduced |
| Proquility Private Wealth Partners, LLC | 3,929 | $1.99M | 0.64% | −1,244−24.0% | Reduced |
| Avantax Planning Partners, Inc. | 3,935 | $1.99M | 0.07% | +250+6.8% | Added |
| IMA Wealth, Inc. | 3,946 | $2.00M | 0.24% | −58−1.4% | Reduced |
| Correct Capital Wealth Management | 3,948 | $2.00M | 0.40% | +729+22.6% | Added |
| Bowman & Co S.C. | 3,936 | $2.00M | 1.03% | +861+28.0% | Added |
| Maxwell Wealth Strategies Inc. | 3,957 | $2.00M | 0.82% | +85+2.2% | Added |
| First Nebraska Trust Co | 3,962 | $2.00M | 0.19% | 00.0% | Unchanged |
| Summit Global Investments | 3,968 | $2.01M | 0.13% | −1,207−23.3% | Reduced |
| Clayton Financial Group LLC | 3,970 | $2.01M | 0.72% | +1,765+80.0% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,969 | $2.01M | 0.16% | +1,602+67.7% | Added |
| Platform Technology Partners | 3,975 | $2.01M | 0.61% | −112−2.7% | Reduced |
| Littlejohn Financial Services, Inc. | 3,978 | $2.01M | 1.80% | +3,978 | New |
| Viking Fund Management LLC | 4,000 | $2.02M | 0.32% | −6,000−60.0% | Reduced |
| Revolve Wealth Partners, LLC | 4,019 | $2.03M | 0.30% | −176−4.2% | Reduced |
| Cape Ann Savings Bank | 4,032 | $2.04M | 1.20% | −363−8.3% | Reduced |
| RMR Wealth Builders | 4,034 | $2.04M | 0.21% | +647+19.1% | Added |
| Catalina Capital Group, LLC | 4,034 | $2.04M | 0.67% | +60+1.5% | Added |
| Ellenbecker Investment Group | 4,047 | $2.05M | 0.37% | −6−0.1% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 4,054 | $2.05M | 0.74% | +671+19.8% | Added |
| Lawson Kroeker Investment Management Inc | 4,081 | $2.06M | 0.39% | 00.0% | Unchanged |
| Left Brain Wealth Management, LLC | 4,083 | $2.07M | 0.78% | −136−3.2% | Reduced |
| U S Wealth Group, LLC. | 4,094 | $2.07M | 1.57% | +4,094 | New |
| Cornerstone Planning, LLC | 4,094 | $2.07M | 0.79% | +4,094 | New |
| Retirement Guys Formula LLC | 4,096 | $2.07M | 1.04% | +41+1.0% | Added |
| Mason & Associates Inc | 4,101 | $2.07M | 0.49% | +17+0.4% | Added |
| NVWM, LLC | 4,101 | $2.07M | 0.52% | +36+0.9% | Added |
| Frisch Financial Group, Inc. | 4,110 | $2.08M | 0.63% | +13+0.3% | Added |
| DRW Securities, LLC | 4,111 | $2.08M | 0.14% | +3,080+298.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,118 | $2.08M | 0.42% | +854+26.2% | Added |
| ABLE Financial Group, LLC | 4,121 | $2.08M | 0.62% | +2,259+121.3% | Added |
| Opal Wealth Advisors, LLC | 4,122 | $2.09M | 0.63% | −413−9.1% | Reduced |
| Moss Adams Wealth Advisors LLC | 4,122 | $2.09M | 0.22% | −198−4.6% | Reduced |
| SRS Capital Advisors, Inc. | 4,123 | $2.09M | 0.13% | +1,949+89.7% | Added |
| Beaumont Financial Advisors, LLC | 4,126 | $2.09M | 0.16% | −100−2.4% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 4,133 | $2.09M | 0.76% | +193+4.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,135 | $2.09M | 0.31% | −1,932−31.8% | Reduced |
| Freedom Day Solutions, LLC | 4,145 | $2.10M | 0.63% | −13−0.3% | Reduced |
| Crestwood Advisors Group LLC | 4,147 | $2.10M | 0.04% | +269+6.9% | Added |
| Empire Financial Management Company, LLC | 4,152 | $2.10M | 0.66% | −64−1.5% | Reduced |
| Personal Cfo Solutions, LLC | 4,159 | $2.10M | 0.41% | −574−12.1% | Reduced |
| Oak Associates, Ltd | 4,169 | $2.11M | 0.15% | 00.0% | Unchanged |
| Pacific Point Advisors, LLC | 3,869 | $2.11M | 1.28% | +3,869 | New |
| Romano Brothers and Company | 4,181 | $2.11M | 0.27% | −55−1.3% | Reduced |
| Courier Capital LLC | 4,193 | $2.12M | 0.15% | +32+0.8% | Added |
| Vista Investment Management | 4,199 | $2.12M | 0.81% | +129+3.2% | Added |
| RBA Wealth Management, LLC | 4,208 | $2.13M | 0.81% | −776−15.6% | Reduced |
| FWL Investment Management, LLC | 4,211 | $2.13M | 0.78% | +153+3.8% | Added |
| IFG Advisory, LLC | 4,223 | $2.14M | 0.12% | +31+0.7% | Added |
| Cooper Financial Group | 4,243 | $2.15M | 0.26% | −29−0.7% | Reduced |
| Eqis Capital Management, Inc. | 4,243 | $2.15M | 0.18% | −173−3.9% | Reduced |
| Hardy Reed LLC | 4,248 | $2.15M | 0.19% | +15+0.4% | Added |
| Quent Capital, LLC | 4,250 | $2.15M | 0.22% | +140+3.4% | Added |
| Stillwater Wealth Management Group | 4,252 | $2.15M | 1.93% | +4,252 | New |
| Stableford Capital II LLC | 4,260 | $2.15M | 0.85% | +426+11.1% | Added |
| Advisory Alpha, LLC | 4,262 | $2.16M | 0.08% | −18−0.4% | Reduced |
| Inkwell Capital LLC | 4,266 | $2.16M | 2.31% | +4,266 | New |
| Bigelow Investment Advisors, LLC | 4,269 | $2.16M | 1.01% | −579−11.9% | Reduced |
| PDS Planning, Inc | 4,274 | $2.16M | 0.19% | −161−3.6% | Reduced |
| Weaver Capital Management LLC | 4,285 | $2.17M | 0.61% | +84+2.0% | Added |
| Chancellor Financial Group WB LP | 4,289 | $2.17M | 1.75% | +4,289 | New |
| Accretive Wealth Partners, LLC | 4,292 | $2.17M | 0.92% | −15−0.3% | Reduced |
| Everhart Financial Group, Inc. | 4,292 | $2.17M | 0.45% | −336−7.3% | Reduced |
| Linden Thomas Advisory Services, LLC | 4,297 | $2.17M | 0.28% | +518+13.7% | Added |
| Gladius Capital Management LP | 4,302 | $2.18M | 1.25% | −932−17.8% | Reduced |
| Fukoku Mutual Life Insurance Co | 4,315 | $2.18M | 0.16% | −617−12.5% | Reduced |
| Gilliland Jeter Wealth Management LLC | 4,319 | $2.18M | 0.74% | −76−1.7% | Reduced |
| Capital Management Associates, Inc | 4,322 | $2.19M | 0.82% | −230−5.1% | Reduced |
| Sterling Investment Management, Inc. | 4,327 | $2.19M | 1.72% | −54−1.2% | Reduced |
| Value Partners Investments Inc. | 4,332 | $2.19M | 1.24% | −7,434−63.2% | Reduced |
| Aries Wealth Management | 4,341 | $2.20M | 0.60% | −60−1.4% | Reduced |
| Capital Investment Advisory Services, LLC | 4,343 | $2.20M | 0.21% | +550+14.5% | Added |
| Radnor Capital Management, LLC | 4,344 | $2.20M | 0.37% | −230−5.0% | Reduced |
| Northcape Wealth Management, LLC | 4,345 | $2.20M | 0.71% | +37+0.9% | Added |
| MeadowBrook Investment Advisors LLC | 4,351 | $2.20M | 1.95% | −89−2.0% | Reduced |
| Savvy Advisors, Inc. | 4,352 | $2.20M | 0.26% | +1,040+31.4% | Added |
| Parsons Capital Management Inc | 4,352 | $2.20M | 0.12% | −449−9.4% | Reduced |
| Stablepoint Partners, LLC | 4,356 | $2.20M | 0.40% | −1,099−20.1% | Reduced |
| Monte Financial Group, LLC | 4,370 | $2.21M | 0.95% | −17−0.4% | Reduced |
| Centric Wealth Management | 4,380 | $2.22M | 0.60% | −3,479−44.3% | Reduced |
| Nwam LLC | 4,386 | $2.22M | 0.14% | +188+4.5% | Added |