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 |
|---|---|---|---|---|---|
| Wealth Effects LLC | 4,396 | $2.22M | 0.79% | −30−0.7% | Reduced |
| Trueblood Wealth Management, LLC | 4,397 | $2.22M | 1.10% | −58−1.3% | Reduced |
| Finivi Inc. | 4,404 | $2.23M | 1.78% | −122−2.7% | Reduced |
| Voya Financial Advisors, Inc. | 4,393 | $2.23M | 0.24% | −6−0.1% | Reduced |
| Park Place Capital Corp | 4,413 | $2.23M | 0.62% | −15−0.3% | Reduced |
| Cottage Street Advisors LLC | 4,414 | $2.23M | 1.16% | −572−11.5% | Reduced |
| Oak Asset Management, LLC | 4,414 | $2.23M | 0.83% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 4,426 | $2.24M | 1.87% | −938−17.5% | Reduced |
| BTG Pactual Asset Management US LLC | 3,673 | $2.24M | 0.29% | +609+19.9% | Added |
| Mayflower Financial Advisors, LLC | 4,433 | $2.24M | 0.34% | +161+3.8% | Added |
| First Business Financial Services, Inc. | 4,437 | $2.24M | 0.22% | +67+1.5% | Added |
| Okabena Investment Services Inc | 4,440 | $2.25M | 0.62% | 00.0% | Unchanged |
| First National Advisers, LLC | 4,443 | $2.25M | 0.36% | +66+1.5% | Added |
| MONECO Advisors, LLC | 4,455 | $2.25M | 0.24% | −3,921−46.8% | Reduced |
| L.M. Kohn & Company | 4,455 | $2.25M | 0.58% | −582−11.6% | Reduced |
| Hartford Financial Management Inc. | 4,456 | $2.25M | 0.46% | −81−1.8% | Reduced |
| Financial Perspectives, Inc | 4,459 | $2.26M | 0.76% | +300+7.2% | Added |
| Generali Investments, Management Co LLC | 4,464 | $2.26M | 0.58% | +4,464 | New |
| Magnolia Capital Advisors LLC | 4,465 | $2.26M | 0.58% | +2,654+146.5% | Added |
| Aaron Wealth Advisors | 4,468 | $2.26M | 0.26% | +318+7.7% | Added |
| Quadcap Wealth Management, LLC | 4,478 | $2.27M | 0.33% | −111−2.4% | Reduced |
| Catalyst Financial Partners LLC | 4,479 | $2.27M | 0.43% | +15+0.3% | Added |
| Anb Bank | 4,485 | $2.27M | 1.00% | +4,485 | New |
| Interchange Capital Partners, LLC | 4,493 | $2.27M | 0.82% | −230−4.9% | Reduced |
| Applied Capital LLC | 4,493 | $2.27M | 1.79% | −21−0.5% | Reduced |
| Flavin Financial Services, Inc. | 4,496 | $2.27M | 2.16% | +4,496 | New |
| Aspiriant, LLC | 4,498 | $2.28M | 0.08% | +16+0.4% | Added |
| SilverOak Wealth Management LLC | 4,504 | $2.28M | 0.49% | −9−0.2% | Reduced |
| Knollwood Investment Advisory, LLC | 4,555 | $2.30M | 0.24% | −6,014−56.9% | Reduced |
| Marcum Wealth, LLC | 4,559 | $2.31M | 0.20% | −66−1.4% | Reduced |
| GTS Securities LLC | 4,560 | $2.31M | 0.11% | −991−17.9% | Reduced |
| Eisler Capital Management Ltd. | 4,576 | $2.31M | 0.08% | +4,576 | New |
| MOKAN Wealth Management Inc. | 4,571 | $2.31M | 1.47% | +4,571 | New |
| Aft, Forsyth & Sober, LLC | 4,575 | $2.31M | 0.75% | 00.0% | Unchanged |
| Sierra Capital LLC | 4,576 | $2.31M | 0.27% | −87−1.9% | Reduced |
| Relyea Zuckerberg Hanson LLC | 4,592 | $2.32M | 0.31% | −546−10.6% | Reduced |
| Forefront Wealth Management Inc. | 4,595 | $2.32M | 2.14% | +4,595 | New |
| Chesapeake Wealth Management | 4,596 | $2.32M | 0.80% | −57−1.2% | Reduced |
| Fielder Capital Group LLC | 4,613 | $2.33M | 0.73% | −20.0% | Reduced |
| Cahill Financial Advisors Inc | 4,615 | $2.33M | 0.32% | −61−1.3% | Reduced |
| Byrne Financial Freedom, LLC | 4,622 | $2.34M | 1.04% | +4,622 | New |
| JNBA Financial Advisors | 4,632 | $2.34M | 0.24% | −54−1.2% | Reduced |
| RFG Advisory, LLC | 4,635 | $2.34M | 0.07% | +150+3.3% | Added |
| Cypress Advisory Group LLC | 4,636 | $2.35M | 2.16% | +4,636 | New |
| Alaethes Wealth LLC | 4,647 | $2.35M | 0.84% | +33+0.7% | Added |
| Hall Capital Management Co Inc | 4,648 | $2.35M | 1.10% | +4,648 | New |
| Papamarkou Wellner Asset Management inc. | 4,655 | $2.35M | 1.63% | +4,655 | New |
| WP Advisors, LLC | 4,657 | $2.36M | 0.78% | +29+0.6% | Added |
| Secure Asset Management, LLC | 4,659 | $2.36M | 0.36% | +462+11.0% | Added |
| Court Place Advisors, LLC | 4,659 | $2.36M | 0.76% | −30−0.6% | Reduced |
| Wealth Alliance Advisory Group, LLC | 4,661 | $2.36M | 0.50% | −39−0.8% | Reduced |
| CFM Wealth Partners LLC | 4,666 | $2.36M | 0.40% | +270+6.1% | Added |
| TigerOak Management, L.L.C. | 4,667 | $2.36M | 0.86% | +4,667 | New |
| Tyche Wealth Partners LLC | 4,683 | $2.37M | 0.50% | +318+7.3% | Added |
| Brown Financial Advisors | 4,688 | $2.37M | 0.95% | −54−1.1% | Reduced |
| Hilltop National Bank | 4,716 | $2.39M | 0.72% | −29−0.6% | Reduced |
| BigSur Wealth Management LLC | 4,718 | $2.39M | 0.68% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 4,719 | $2.39M | 0.64% | −20.0% | Reduced |
| Evelyn Partners Asset Management Ltd | 4,722 | $2.39M | 0.64% | +4,722 | New |
| Boomfish Wealth Group, LLC | 4,726 | $2.39M | 1.45% | +159+3.5% | Added |
| TrinityPoint Wealth, LLC | 4,733 | $2.39M | 0.34% | −42−0.9% | Reduced |
| Oarsman Capital, Inc. | 4,743 | $2.40M | 0.42% | +649+15.9% | Added |
| Sig Brokerage, LP | 4,756 | $2.41M | 1.13% | +4,756 | New |
| Dohj, LLC | 4,789 | $2.42M | 0.56% | +97+2.1% | Added |
| Great Diamond Partners, LLC | 4,797 | $2.43M | 0.63% | −10.0% | Reduced |
| OneAscent Financial Services LLC | 4,800 | $2.43M | 0.21% | +1,572+48.7% | Added |
| Ninety One SA (PTY) Ltd | 4,822 | $2.44M | 0.54% | −3,042−38.7% | Reduced |
| Oakworth Capital, Inc. | 4,835 | $2.45M | 0.17% | +377+8.5% | Added |
| Elwood Capital Partners LP | 4,837 | $2.45M | 3.46% | +4,837 | New |
| Harvey Investment Co LLC | 4,841 | $2.45M | 0.28% | +190+4.1% | Added |
| Symphony Financial, Ltd. Co. | 4,684 | $2.45M | 0.39% | −1,956−29.5% | Reduced |
| Eads & Heald Wealth Management | 4,857 | $2.46M | 1.21% | −45−0.9% | Reduced |
| Means Investment Co., Inc. | 4,862 | $2.46M | 0.26% | +262+5.7% | Added |
| Criterion Capital Advisors, LLC | 4,833 | $2.46M | 1.55% | 00.0% | Unchanged |
| Fosun International Ltd | 4,868 | $2.46M | 0.77% | −3,333−40.6% | Reduced |
| CNB Bank | 4,870 | $2.46M | 1.14% | +173+3.7% | Added |
| Wrapmanager Inc | 4,872 | $2.46M | 0.63% | −193−3.8% | Reduced |
| Triangle Securities Wealth Management | 4,887 | $2.47M | 0.63% | +767+18.6% | Added |
| Apexium Financial, LP | 4,894 | $2.48M | 0.15% | −127−2.5% | Reduced |
| Consilium Wealth Advisory, LLC | 4,895 | $2.48M | 1.18% | +469+10.6% | Added |
| Greater Midwest Financial Group, LLC | 4,897 | $2.48M | 1.57% | +351+7.7% | Added |
| Moser Wealth Advisors, LLC | 4,900 | $2.48M | 1.29% | −40−0.8% | Reduced |
| Ameliora Wealth Management Ltd. | 4,919 | $2.49M | 0.93% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 4,936 | $2.50M | 0.30% | −458−8.5% | Reduced |
| LM Advisors LLC | 4,953 | $2.51M | 0.45% | +465+10.4% | Added |
| Magnus Financial Group LLC | 4,973 | $2.52M | 0.24% | −40−0.8% | Reduced |
| Manhattan West Asset Management, LLC | 4,985 | $2.52M | 0.68% | +224+4.7% | Added |
| KP Management LLC | 5,000 | $2.53M | 0.89% | −1,500−23.1% | Reduced |
| Schear Investment Advisers, LLC | 5,013 | $2.54M | 1.35% | +117+2.4% | Added |
| Cidel Asset Management Inc | 5,013 | $2.54M | 0.17% | +209+4.4% | Added |
| Sound View Wealth Advisors Group, LLC | 5,013 | $2.54M | 0.20% | −2,285−31.3% | Reduced |
| ROI Financial Advisors, LLC | 5,031 | $2.54M | 1.73% | −216−4.1% | Reduced |
| Tealwood Asset Management Inc | 5,069 | $2.56M | 1.06% | +101+2.0% | Added |
| Paralel Advisors LLC | 5,079 | $2.57M | 0.11% | +464+10.1% | Added |
| Fairbanks Capital Management, Inc. | 5,081 | $2.57M | 1.60% | −2,395−32.0% | Reduced |
| Harmony Asset Management LLC | 5,096 | $2.58M | 1.02% | −110−2.1% | Reduced |
| Simon Quick Advisors, LLC | 5,101 | $2.58M | 0.15% | −33−0.6% | Reduced |
| Circle Wealth Management, LLC | 5,118 | $2.59M | 0.06% | +13+0.3% | Added |
| Formidable Asset Management, LLC | 5,129 | $2.59M | 0.43% | −188−3.5% | Reduced |
| Wealthcare Advisory Partners LLC | 5,133 | $2.60M | 0.07% | −223−4.2% | Reduced |