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 |
|---|---|---|---|---|---|
| Country Club Bank | 5,129 | $2.60M | 0.17% | −176−3.3% | Reduced |
| Aventura Private Wealth, LLC | 5,154 | $2.61M | 1.40% | +5,154 | New |
| Boston Family Office LLC | 5,158 | $2.61M | 0.18% | −33−0.6% | Reduced |
| Wealth Alliance | 5,158 | $2.61M | 0.31% | −268−4.9% | Reduced |
| Journey Strategic Wealth LLC | 5,159 | $2.61M | 0.10% | −69−1.3% | Reduced |
| Summit Place Financial Advisors, LLC | 5,162 | $2.61M | 1.49% | +249+5.1% | Added |
| My Legacy Advisors, LLC | 4,812 | $2.61M | 1.01% | +78+1.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,192 | $2.63M | 0.39% | −280−5.1% | Reduced |
| Red Cedar Investment Management, LLC | 5,195 | $2.63M | 0.33% | 00.0% | Unchanged |
| Trust Point Inc. | 5,205 | $2.63M | 0.18% | +796+18.1% | Added |
| Hartford Funds Management Co LLC | 5,217 | $2.64M | 0.24% | −133−2.5% | Reduced |
| Canopy Partners, LLC | 5,244 | $2.65M | 1.01% | +794+17.8% | Added |
| Blue Square Asset Management, LLC | 5,245 | $2.65M | 1.32% | +127+2.5% | Added |
| Richwood Investment Advisors, LLC | 5,247 | $2.65M | 2.21% | +20+0.4% | Added |
| Kathmere Capital Management, LLC | 5,258 | $2.66M | 0.24% | −236−4.3% | Reduced |
| Marion Wealth Management | 5,261 | $2.66M | 0.71% | +129+2.5% | Added |
| B&L Asset Management LLC | 5,279 | $2.67M | 1.69% | −1,157−18.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 35,652 | $2.69M | 0.47% | +8,312+30.4% | Added |
| Victrix Investment Advisors | 5,316 | $2.69M | 1.94% | +5,316 | New |
| Mather Group, LLC. | 5,319 | $2.69M | 0.03% | +198+3.9% | Added |
| Manchester Capital Management LLC | 5,321 | $2.69M | 0.31% | −40−0.7% | Reduced |
| Welch & Forbes LLC | 5,322 | $2.69M | 0.03% | +284+5.6% | Added |
| Harbour Investment Management LLC | 5,381 | $2.72M | 1.19% | −2,235−29.3% | Reduced |
| Smithfield Trust Co | 5,382 | $2.74M | 0.14% | −1,118−17.2% | Reduced |
| Cetera Trust Company, N.A | 5,415 | $2.74M | 1.78% | −250−4.4% | Reduced |
| RB Capital Management, LLC | 5,415 | $2.74M | 0.64% | +34+0.6% | Added |
| TFR Capital, LLC. | 5,436 | $2.75M | 1.37% | +5,436 | New |
| KKM Financial LLC | 5,439 | $2.75M | 1.15% | +206+3.9% | Added |
| Elefante Mark B | 5,452 | $2.76M | 2.52% | +5,452 | New |
| Counterweight Ventures, LLC | 5,475 | $2.77M | 1.96% | +89+1.7% | Added |
| Van Cleef Asset Management,Inc | 5,503 | $2.78M | 0.31% | −5−0.1% | Reduced |
| Palumbo Wealth Management LLC | 5,505 | $2.78M | 1.04% | +628+12.9% | Added |
| Strategic Financial Services, Inc, | 5,519 | $2.79M | 0.17% | −14−0.3% | Reduced |
| AIMZ Investment Advisors, LLC | 5,531 | $2.80M | 0.97% | −100−1.8% | Reduced |
| Premier Path Wealth Partners, LLC | 5,545 | $2.81M | 0.43% | −134−2.4% | Reduced |
| Renasant Bank | 5,549 | $2.81M | 1.82% | −326−5.5% | Reduced |
| Conscious Wealth Investments, LLC | 5,507 | $2.81M | 1.90% | +232+4.4% | Added |
| Legacy Financial Advisors, Inc. | 5,597 | $2.83M | 0.47% | +98+1.8% | Added |
| Elmwood Wealth Management, Inc. | 5,603 | $2.83M | 1.14% | −120−2.1% | Reduced |
| Wealth Architects, LLC | 5,609 | $2.84M | 0.32% | −85−1.5% | Reduced |
| Lineweaver Wealth Advisors, LLC | 5,610 | $2.85M | 0.53% | −1,981−26.1% | Reduced |
| Shorepoint Capital Partners LLC | 5,633 | $2.85M | 0.65% | −3,312−37.0% | Reduced |
| Lecap Asset Management Ltd | 5,633 | $2.85M | 0.77% | +4,622+457.2% | Added |
| Glen Eagle Advisors, LLC | 5,643 | $2.85M | 0.47% | −980−14.8% | Reduced |
| Ted Buchan & Co | 5,671 | $2.87M | 1.35% | +1,393+32.6% | Added |
| Osprey Private Wealth LLC | 5,675 | $2.87M | 2.00% | +835+17.3% | Added |
| Berry Wealth Group, LP | 5,702 | $2.88M | 2.08% | +337+6.3% | Added |
| Bayesian Capital Management, LP | 5,707 | $2.89M | 0.35% | +5,707 | New |
| Rehmann Capital Advisory Group | 5,756 | $2.91M | 0.18% | +137+2.4% | Added |
| V-Square Quantitative Management LLC | 5,762 | $2.91M | 0.41% | +416+7.8% | Added |
| Anderson Hoagland & Co | 5,723 | $2.92M | 0.30% | −54−0.9% | Reduced |
| Shepherd Financial Partners LLC | 5,776 | $2.92M | 0.35% | −100−1.7% | Reduced |
| Cunning Capital Partners, LP | 5,780 | $2.92M | 1.80% | 00.0% | Unchanged |
| Cherokee Insurance Co | 5,800 | $2.93M | 1.33% | +5,800 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 5,812 | $2.94M | 0.97% | +2,584+80.0% | Added |
| Paragon Advisors, LLC | 5,818 | $2.94M | 1.01% | −910−13.5% | Reduced |
| Ami Investment Management Inc | 5,819 | $2.94M | 0.96% | +758+15.0% | Added |
| Trust Co of Toledo NA | 5,824 | $2.95M | 0.39% | +170+3.0% | Added |
| Accent Capital Management, LLC | 5,843 | $2.96M | 1.69% | −1,123−16.1% | Reduced |
| Second Line Capital, LLC | 5,849 | $2.96M | 0.80% | +812+16.1% | Added |
| Fagan Associates, Inc. | 5,852 | $2.96M | 0.47% | −140−2.3% | Reduced |
| Transcend Wealth Collective, LLC | 5,856 | $2.96M | 0.21% | −2,658−31.2% | Reduced |
| Rossmore Private Capital | 5,860 | $2.96M | 0.37% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 5,863 | $2.97M | 0.79% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 5,870 | $2.97M | 0.88% | −342−5.5% | Reduced |
| Sepio Capital, LP | 5,871 | $2.97M | 0.24% | −197−3.2% | Reduced |
| Davidson Capital Management Inc. | 5,876 | $2.97M | 0.78% | +289+5.2% | Added |
| Whitener Capital Management, Inc. | 5,884 | $2.98M | 0.83% | +130+2.3% | Added |
| Greenfield Savings Bank | 5,887 | $2.98M | 1.43% | −60−1.0% | Reduced |
| Gryphon Financial Partners LLC | 5,891 | $2.98M | 0.43% | −57−1.0% | Reduced |
| Cullen Investment Group, Ltd. | 5,906 | $2.99M | 0.44% | +2,515+74.2% | Added |
| Gifford Fong Associates | 5,918 | $2.99M | 0.73% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 5,927 | $3.00M | 1.23% | +454+8.3% | Added |
| Sentinel Trust Co Lba | 5,951 | $3.01M | 0.35% | +261+4.6% | Added |
| Patten Group, Inc. | 5,961 | $3.02M | 0.67% | +282+5.0% | Added |
| Parkside Financial Bank & Trust | 5,971 | $3.02M | 0.40% | +107+1.8% | Added |
| Affiance Financial, LLC | 5,978 | $3.02M | 0.72% | +16+0.3% | Added |
| Foster & Motley Inc | 5,982 | $3.03M | 0.20% | −107−1.8% | Reduced |
| Dover Advisors, LLC | 5,995 | $3.03M | 1.74% | −583−8.9% | Reduced |
| Fortis Group Advisors, LLC | 6,042 | $3.06M | 0.57% | +57+1.0% | Added |
| Keel Point, LLC | 6,046 | $3.06M | 0.24% | +379+6.7% | Added |
| Parisi Gray Wealth Management | 6,068 | $3.07M | 0.98% | −717−10.6% | Reduced |
| Stonebrook Private Inc. | 6,071 | $3.07M | 0.80% | +618+11.3% | Added |
| Agp Franklin, LLC | 6,072 | $3.07M | 1.87% | +6,072 | New |
| Grove Bank & Trust | 6,090 | $3.08M | 0.43% | −1,039−14.6% | Reduced |
| Brown Miller Wealth Management, LLC | 6,110 | $3.09M | 1.19% | −26−0.4% | Reduced |
| Guyasuta Investment Advisors Inc | 6,141 | $3.11M | 0.20% | −73,696−92.3% | Reduced |
| SBI Securities Co., Ltd. | 6,148 | $3.11M | 0.10% | +6,148 | New |
| Insight Wealth Strategies, LLC | 6,195 | $3.13M | 0.42% | −197−3.1% | Reduced |
| 111 Capital | 6,195 | $3.13M | 0.66% | +6,195 | New |
| Baer Investment Advisory LLC | 4,065 | $3.14M | 4.70% | +4,065 | New |
| SPC Financial, Inc. | 6,228 | $3.15M | 0.27% | +4,730+315.8% | Added |
| Financial Advisory Partners, LLC | 6,235 | $3.15M | 1.05% | −38−0.6% | Reduced |
| Channel Wealth LLC | 6,257 | $3.17M | 1.03% | −1,029−14.1% | Reduced |
| Weiss Asset Management LP | 6,283 | $3.18M | 0.07% | +6,283 | New |
| Strategic Advisors LLC | 6,291 | $3.18M | 0.58% | +212+3.5% | Added |
| Impact Capital Partners LLC | 6,299 | $3.19M | 1.13% | +6,299 | New |
| Spectrum Asset Management, Inc. (NB/CA) | 6,304 | $3.19M | 1.43% | +352+5.9% | Added |
| Investment Research & Advisory Group, Inc. | 6,306 | $3.19M | 1.33% | −18−0.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 6,307 | $3.19M | 0.67% | −2,346−27.1% | Reduced |