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 |
|---|---|---|---|---|---|
| Umpqua Bank | 5,902 | $3.21M | 1.11% | +461+8.5% | Added |
| DF Dent & Co Inc | 6,355 | $3.21M | 0.04% | −17−0.3% | Reduced |
| Rice Partnership, LLC | 6,389 | $3.23M | 0.62% | +204+3.3% | Added |
| Rothschild Investment LLC | 6,399 | $3.24M | 0.21% | +146+2.3% | Added |
| L & S Advisors Inc | 6,412 | $3.24M | 0.36% | −13−0.2% | Reduced |
| Westover Capital Advisors, LLC | 6,414 | $3.24M | 0.71% | −40−0.6% | Reduced |
| Insigneo Advisory Services, LLC | 6,417 | $3.25M | 0.34% | −3,360−34.4% | Reduced |
| Royal Capital Wealth Management, LLC | 6,418 | $3.25M | 2.28% | −58−0.9% | Reduced |
| Moody Lynn & Lieberson, LLC | 6,426 | $3.25M | 0.20% | −1,925−23.1% | Reduced |
| Sava Infond d.o.o. | 6,450 | $3.26M | 0.58% | +6,450 | New |
| Diversify Advisory Services, LLC | 6,283 | $3.27M | 0.18% | −2,132−25.3% | Reduced |
| Joel Isaacson & Co., LLC | 6,468 | $3.27M | 0.15% | +662+11.4% | Added |
| Daymark Wealth Partners, LLC | 116,253 | $3.27M | 0.14% | −414−0.4% | Reduced |
| Chung Wu Investment Group, LLC | 6,473 | $3.27M | 3.30% | +6,473 | New |
| PACK Private Wealth, LLC | 6,482 | $3.28M | 1.93% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 6,486 | $3.28M | 0.24% | −413−6.0% | Reduced |
| Quinn Opportunity Partners LLC | 6,500 | $3.29M | 0.24% | +6,500 | New |
| Miracle Mile Advisors, LLC | 6,509 | $3.29M | 0.07% | −1,930−22.9% | Reduced |
| Himension Fund | 6,528 | $3.30M | 0.23% | +6,528 | New |
| David Loasby | 6,350 | $3.31M | 0.30% | −55−0.9% | Reduced |
| Costello Asset Management, INC | 6,545 | $3.31M | 2.19% | −140−2.1% | Reduced |
| Sage Mountain Advisors LLC | 6,546 | $3.31M | 0.24% | +1,323+25.3% | Added |
| Portside Wealth Group, LLC | 6,552 | $3.31M | 0.55% | −3,078−32.0% | Reduced |
| Somerset Trust Co | 6,573 | $3.33M | 1.25% | +310+4.9% | Added |
| Snider Financial Group | 6,580 | $3.33M | 1.03% | +938+16.6% | Added |
| Cassaday & Co Wealth Management LLC | 6,596 | $3.34M | 0.09% | +569+9.4% | Added |
| Bay Rivers Group | 6,610 | $3.34M | 1.62% | +1,887+40.0% | Added |
| Signet Investment Advisory Group, Inc. | 6,623 | $3.35M | 1.71% | +136+2.1% | Added |
| Brasada Capital Management, LP | 6,195 | $3.35M | 0.60% | +225+3.8% | Added |
| First Horizon Advisors, Inc. | 6,652 | $3.37M | 0.09% | +194+3.0% | Added |
| Arete Wealth Advisors, LLC | 6,682 | $3.38M | 0.24% | +1,681+33.6% | Added |
| Pathway Financial Advisers, LLC | 6,676 | $3.38M | 1.14% | +10.0% | Added |
| Greenline Partners, LLC | 6,687 | $3.38M | 0.47% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 6,696 | $3.39M | 0.66% | +4,191+167.3% | Added |
| Berkshire Bank | 6,705 | $3.39M | 0.79% | −21−0.3% | Reduced |
| Piscataqua Savings Bank | 6,733 | $3.41M | 2.93% | −297−4.2% | Reduced |
| Modern Wealth Management, LLC | 6,770 | $3.42M | 0.13% | +319+4.9% | Added |
| Te Ahumairangi Investment Management Ltd | 6,776 | $3.43M | 0.72% | −1,000−12.9% | Reduced |
| Harbour Investments, Inc. | 6,802 | $3.44M | 0.10% | +203+3.1% | Added |
| Barings LLC | 6,803 | $3.44M | 0.08% | +643+10.4% | Added |
| SLT Holdings LLC | 6,838 | $3.46M | 3.28% | +6,838 | New |
| Brady Family Wealth, LLC | 6,852 | $3.47M | 1.06% | +236+3.6% | Added |
| Birch Capital Management, LLC | 6,854 | $3.47M | 1.75% | −203−2.9% | Reduced |
| Nilsine Partners, LLC | 6,855 | $3.47M | 0.37% | +93+1.4% | Added |
| R.H. Investment Group, LLC | 6,885 | $3.48M | 3.28% | +6,885 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,916 | $3.50M | 0.10% | +133+2.0% | Added |
| Bensler, LLC | 6,923 | $3.50M | 0.42% | −155−2.2% | Reduced |
| S&T Bank | 6,955 | $3.52M | 1.12% | −731−9.5% | Reduced |
| Sargent Investment Group, LLC | 6,507 | $3.52M | 0.58% | +1,772+37.4% | Added |
| Founders Financial Securities LLC | 6,969 | $3.53M | 0.32% | +10+0.1% | Added |
| Berbice Capital Management LLC | 7,001 | $3.54M | 2.84% | +7,001 | New |
| Norden Group LLC | 7,003 | $3.54M | 0.40% | −1,847−20.9% | Reduced |
| Banco de Sabadell, S.A | 7,006 | $3.55M | 2.78% | +92+1.3% | Added |
| CBOE Vest Financial, LLC | 7,043 | $3.56M | 0.06% | +1,204+20.6% | Added |
| Clarius Group, LLC | 7,053 | $3.57M | 0.24% | +441+6.7% | Added |
| Financial Advisory Service, Inc. | 7,054 | $3.57M | 0.30% | −1,205−14.6% | Reduced |
| RiverPark Advisors, LLC | 7,051 | $3.57M | 2.87% | +180+2.6% | Added |
| Community Bank, N.A. | 7,068 | $3.58M | 0.46% | −700−9.0% | Reduced |
| Elgethun Capital Management | 7,080 | $3.58M | 0.87% | +60+0.9% | Added |
| Valley Brook Capital Group | 7,088 | $3.59M | 2.68% | −61−0.9% | Reduced |
| Condor Capital Management | 7,088 | $3.59M | 0.32% | −33−0.5% | Reduced |
| Pinnacle West Asset Management, Inc. | 7,105 | $3.59M | 2.57% | −25−0.4% | Reduced |
| Exor Capital LLP | 7,110 | $3.60M | 0.10% | +7,110 | New |
| AlphaCentric Advisors LLC | 7,123 | $3.60M | 3.60% | +7,123 | New |
| Flagship Harbor Advisors, LLC | 7,139 | $3.61M | 0.19% | +267+3.9% | Added |
| BFSG, LLC | 7,176 | $3.63M | 0.42% | −140−1.9% | Reduced |
| Confluence Wealth Services, Inc. | 6,868 | $3.64M | 0.24% | +789+13.0% | Added |
| AssuredPartners Investment Advisors, LLC | 7,196 | $3.64M | 0.71% | +7,196 | New |
| Wright Investors Service Inc | 7,201 | $3.64M | 1.18% | −4,912−40.6% | Reduced |
| Studio Investment Management LLC | 7,218 | $3.65M | 0.78% | −933−11.4% | Reduced |
| Orleans Capital Management Corp | 6,839 | $3.65M | 2.04% | −470−6.4% | Reduced |
| Wambolt & Associates, LLC | 7,222 | $3.65M | 1.17% | −1,235−14.6% | Reduced |
| MPS Loria Financial Planners, LLC | 7,229 | $3.66M | 1.08% | +35+0.5% | Added |
| Viawealth, LLC | 7,242 | $3.66M | 2.21% | −136−1.8% | Reduced |
| Atomi Financial Group, Inc. | 7,247 | $3.67M | 0.19% | +432+6.3% | Added |
| Delta Capital Management LLC | 7,250 | $3.67M | 2.09% | +60+0.8% | Added |
| Guardian Wealth Advisors, LLC | 7,275 | $3.68M | 0.29% | +938+14.8% | Added |
| Vestmark Advisory Solutions, Inc. | 7,284 | $3.68M | 0.13% | +1,764+32.0% | Added |
| Avestar Capital, LLC | 7,304 | $3.69M | 0.34% | +518+7.6% | Added |
| Bell Bank | 7,324 | $3.70M | 0.28% | +142+2.0% | Added |
| Private Trust Co NA | 7,331 | $3.71M | 0.38% | −408−5.3% | Reduced |
| Joseph Group Capital Management | 7,408 | $3.75M | 1.48% | +998+15.6% | Added |
| AdvisorNet Financial, Inc | 7,423 | $3.75M | 0.31% | −169−2.2% | Reduced |
| Valmark Advisers, Inc. | 7,430 | $3.76M | 0.06% | +491+7.1% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,433 | $3.76M | 1.47% | +153+2.1% | Added |
| Waterloo Capital, L.P. | 7,443 | $3.77M | 0.40% | −138−1.8% | Reduced |
| Capital Asset Advisory Services LLC | 7,343 | $3.77M | 0.19% | +760+11.5% | Added |
| Roanoke Asset Management Corp | 7,462 | $3.77M | 1.22% | 00.0% | Unchanged |
| Farmers National Bank | 7,466 | $3.78M | 1.10% | +7,466 | New |
| Edgestream Partners, L.P. | 7,470 | $3.78M | 0.16% | −264−3.4% | Reduced |
| WMS Partners, LLC | 7,493 | $3.79M | 0.21% | +455+6.5% | Added |
| Principle Wealth Partners LLC | 7,522 | $3.81M | 0.27% | −40−0.5% | Reduced |
| Accredited Investors Inc. | 7,535 | $3.81M | 0.22% | −284−3.6% | Reduced |
| Concord Asset Management, LLC | 7,547 | $3.82M | 0.84% | +245+3.4% | Added |
| Solidarilty Wealth, LLC | 7,548 | $3.82M | 0.99% | −351−4.4% | Reduced |
| Concord Wealth Partners | 7,562 | $3.83M | 0.63% | +502+7.1% | Added |
| Occidental Asset Management, LLC | 7,571 | $3.83M | 0.60% | +574+8.2% | Added |
| Arrow Financial Corp | 7,576 | $3.83M | 0.36% | −19−0.3% | Reduced |
| Chemistry Wealth Management LLC | 7,609 | $3.85M | 0.90% | +61+0.8% | Added |
| Shayne & Co., LLC | 7,654 | $3.87M | 1.01% | −330−4.1% | Reduced |