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 | 3,054 | $202.4B |
| Q4 2025 | 3,311 | $248.2B |
| Q3 2025 | 3,168 | $253.5B |
| Q2 2025 | 3,185 | $241.1B |
| Q1 2025 | 3,613 | $424.3B |
| Q4 2024 | 3,684 | $409.5B |
| Q3 2024 | 3,476 | $474.6B |
| Q2 2024 | 3,406 | $411.9B |
| Q1 2024 | 3,384 | $398.9B |
| Q4 2023 | 3,421 | $428.0B |
| Q3 2023 | 3,144 | $407.5B |
| Q2 2023 | 3,136 | $388.4B |
| Q1 2023 | 3,114 | $383.6B |
| Q4 2022 | 3,159 | $434.2B |
| Q3 2022 | 2,998 | $413.5B |
| Q2 2022 | 2,964 | $422.0B |
| Q1 2022 | 2,965 | $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 |
|---|---|---|---|---|---|
| Bray Capital Advisors | 7,665 | $3.88M | 1.05% | −1,762−18.7% | Reduced |
| Dempze Nancy E | 7,673 | $3.88M | 2.24% | +51+0.7% | Added |
| Shufro Rose & Co LLC | 7,675 | $3.88M | 0.30% | −180−2.3% | Reduced |
| De Burlo Group Inc | 7,685 | $3.89M | 0.52% | −850−10.0% | Reduced |
| Smartleaf Asset Management LLC | 7,664 | $3.89M | 0.40% | +1,596+26.3% | Added |
| Gsa Capital Partners LLP | 7,700 | $3.90M | 0.29% | +3,118+68.0% | Added |
| Lindenwold Advisors | 7,709 | $3.90M | 2.08% | −1,198−13.5% | Reduced |
| Raab & Moskowitz Asset Management LLC | 7,723 | $3.91M | 0.96% | −200−2.5% | Reduced |
| Covenant Asset Management, LLC | 7,733 | $3.91M | 0.87% | −276−3.4% | Reduced |
| GPM Growth Investors, Inc. | 7,737 | $3.91M | 1.65% | −4,214−35.3% | Reduced |
| Monetary Management Group Inc | 7,772 | $3.93M | 1.02% | −2,141−21.6% | Reduced |
| WealthShield Partners, LLC | 7,788 | $3.94M | 0.56% | +129+1.7% | Added |
| Optimum Investment Advisors | 7,789 | $3.94M | 1.74% | −320−3.9% | Reduced |
| Notis-McConarty Edward | 7,823 | $3.96M | 1.92% | −239−3.0% | Reduced |
| New Hampshire Trust | 7,850 | $3.97M | 0.84% | −477−5.7% | Reduced |
| Vanderbilt University | 7,867 | $3.98M | 0.78% | +131+1.7% | Added |
| Belmont Capital, LLC | 7,916 | $4.00M | 0.65% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 7,922 | $4.01M | 0.14% | −2,025−20.4% | Reduced |
| Howard Capital Management Inc. | 7,925 | $4.01M | 0.06% | +65+0.8% | Added |
| Sugarloaf Wealth Management, LLC | 7,957 | $4.02M | 0.76% | +1,193+17.6% | Added |
| StoneX Group Inc. | 7,958 | $4.03M | 0.22% | +1,294+19.4% | Added |
| TFG Advisers LLC | 7,963 | $4.03M | 1.45% | −28−0.4% | Reduced |
| IFC Advisors LLC | 7,968 | $4.03M | 0.88% | +7,968 | New |
| GM Advisory Group, Inc. | 7,991 | $4.04M | 0.22% | −1,078−11.9% | Reduced |
| Morton Community Bank | 8,002 | $4.05M | 1.07% | −27−0.3% | Reduced |
| Enterprise Bank & Trust Co | 8,010 | $4.05M | 1.33% | −373−4.4% | Reduced |
| Becker Capital Management Inc | 8,011 | $4.05M | 0.13% | −5−0.1% | Reduced |
| Financial Partners Group, LLC | 8,055 | $4.07M | 1.69% | +42+0.5% | Added |
| Advocate Group LLC | 8,058 | $4.08M | 0.77% | −36−0.4% | Reduced |
| Capital City Trust Co | 8,067 | $4.08M | 1.02% | +355+4.6% | Added |
| Naviter Wealth, LLC | 8,073 | $4.08M | 0.49% | +1,404+21.1% | Added |
| Scott & Selber, Inc. | 8,084 | $4.09M | 1.23% | −206−2.5% | Reduced |
| Petros Family Wealth, LLC | 8,091 | $4.09M | 4.42% | +8,091 | New |
| Carret Asset Management, LLC | 8,110 | $4.10M | 0.45% | +155+1.9% | Added |
| China Universal Asset Management Co., Ltd. | 8,160 | $4.13M | 0.39% | −2,147−20.8% | Reduced |
| Columbus Macro, LLC | 8,177 | $4.14M | 0.58% | +6,729+464.7% | Added |
| Cascades Capital Asset Management, LLC | 8,217 | $4.16M | 2.22% | +14+0.2% | Added |
| Kinneret Advisory, LLC | 8,224 | $4.16M | 0.39% | −383−4.4% | Reduced |
| Moors & Cabot, Inc. | 8,229 | $4.16M | 0.20% | +625+8.2% | Added |
| Family Legacy, Inc. | 7,946 | $4.17M | 1.41% | +121+1.5% | Added |
| Legacy Wealth Management, LLC | 8,244 | $4.17M | 1.66% | −247−2.9% | Reduced |
| Liberty One Investment Management, LLC | 8,248 | $4.17M | 0.45% | +551+7.2% | Added |
| Spears Abacus Advisors LLC | 8,249 | $4.17M | 0.09% | +519+6.7% | Added |
| Citizens Business Bank | 6,795 | $4.17M | 0.78% | −1,613−19.2% | Reduced |
| Nicollet Investment Management, Inc. | 8,297 | $4.20M | 1.44% | −43−0.5% | Reduced |
| Glassy Mountain Advisors, Inc. | 8,307 | $4.20M | 1.44% | +273+3.4% | Added |
| Jackson Hole Capital Partners, LLC | 8,344 | $4.22M | 0.85% | −32−0.4% | Reduced |
| Claro Advisors LLC | 8,345 | $4.22M | 0.57% | −1,287−13.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 8,377 | $4.24M | 0.40% | +306+3.8% | Added |
| Ronald Blue Trust, Inc. | 8,390 | $4.24M | 0.05% | −2,039−19.6% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 8,419 | $4.26M | 1.00% | −88−1.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 8,452 | $4.28M | 0.29% | +2,483+41.6% | Added |
| one8zero8, LLC | 8,473 | $4.29M | 0.92% | +8,473 | New |
| Forum Financial Management, LP | 8,480 | $4.29M | 0.07% | +1,709+25.2% | Added |
| Graypoint LLC | 8,500 | $4.30M | 0.26% | −498−5.5% | Reduced |
| Lincluden Management Ltd | 8,539 | $4.32M | 0.52% | −41−0.5% | Reduced |
| Cox Capital Mgt LLC | 8,542 | $4.32M | 2.77% | −39−0.5% | Reduced |
| HBW Advisory Services LLC | 8,551 | $4.33M | 0.64% | −394−4.4% | Reduced |
| Hancock Whitney Corp | 8,595 | $4.35M | 0.14% | −878−9.3% | Reduced |
| DLK Investment Management, LLC | 8,607 | $4.35M | 1.82% | −2,635−23.4% | Reduced |
| Symmetry Investments LP | 8,608 | $4.35M | 0.26% | +1,200+16.2% | Added |
| Readystate Asset Management LP | 8,635 | $4.37M | 0.18% | +8,635 | New |
| Boston Financial Mangement LLC | 8,660 | $4.38M | 0.13% | +324+3.9% | Added |
| Ingalls & Snyder LLC | 8,670 | $4.39M | 0.17% | +143+1.7% | Added |
| SevenBridge Financial Group, LLC | 8,222 | $4.39M | 0.83% | +1,092+15.3% | Added |
| D L Carlson Investment Group Inc | 8,689 | $4.40M | 0.78% | −2,527−22.5% | Reduced |
| Alcosta Capital Management, Inc. | 8,692 | $4.40M | 2.56% | +21+0.2% | Added |
| South State Corp. | 8,731 | $4.42M | 0.29% | −74−0.8% | Reduced |
| Constitution Capital LLC | 8,737 | $4.42M | 2.48% | +75+0.9% | Added |
| International Assets Investment Management, LLC | 218,350 | $4.42M | 0.37% | −5,078,387−95.9% | Reduced |
| We Are One Seven, LLC | 8,751 | $4.43M | 0.17% | +1,306+17.5% | Added |
| Headlands Technologies LLC | 8,785 | $4.44M | 0.45% | +6,563+295.4% | Added |
| Fischer Financial Services, Inc. | 8,808 | $4.46M | 1.40% | +8,808 | New |
| NBW Capital LLC | 8,810 | $4.46M | 0.83% | −61−0.7% | Reduced |
| Tranquility Partners, LLC | 8,787 | $4.46M | 1.68% | −488−5.3% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 8,826 | $4.46M | 2.09% | +39+0.4% | Added |
| Clear Harbor Asset Management, LLC | 8,867 | $4.49M | 0.36% | +359+4.2% | Added |
| Independent Financial Group, LLC | 8,887 | $4.50M | 0.15% | −3,259−26.8% | Reduced |
| Koshinski Asset Management, Inc. | 8,896 | $4.50M | 0.39% | +23+0.3% | Added |
| Cinctive Capital Management LP | 8,925 | $4.51M | 0.24% | +2,736+44.2% | Added |
| Portfolio Design Labs, LLC | 8,929 | $4.52M | 0.93% | +1,557+21.1% | Added |
| Leonteq Securities AG | 8,934 | $4.52M | 0.45% | +5,280+144.5% | Added |
| Archford Capital Strategies, LLC | 8,939 | $4.52M | 0.68% | +86+1.0% | Added |
| Pinnacle Holdings, LLC | 8,954 | $4.53M | 1.71% | −570−6.0% | Reduced |
| RDA Financial Network | 8,978 | $4.54M | 1.32% | +356+4.1% | Added |
| MMBG Investment Advisors Co. | 8,991 | $4.55M | 0.48% | −70−0.8% | Reduced |
| DeDora Capital, Inc. | 8,995 | $4.55M | 1.25% | −25−0.3% | Reduced |
| Intrust Bank NA | 8,997 | $4.55M | 0.46% | −400−4.3% | Reduced |
| Keebeck Wealth Management, LLC | 9,042 | $4.57M | 0.66% | −179−1.9% | Reduced |
| Signal Advisors Wealth, LLC | 9,115 | $4.61M | 0.52% | +1,051+13.0% | Added |
| Boothbay Fund Management, LLC | 9,129 | $4.62M | 0.14% | +4,925+117.2% | Added |
| Moody National Bank Trust Division | 9,145 | $4.63M | 0.48% | −322−3.4% | Reduced |
| Strategy Asset Managers LLC | 9,171 | $4.64M | 0.90% | −584−6.0% | Reduced |
| Ameritas Advisory Services, LLC | 9,178 | $4.64M | 0.16% | −703−7.1% | Reduced |
| Journey Advisory Group, LLC | 9,134 | $4.65M | 0.56% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 9,227 | $4.67M | 1.20% | −82−0.9% | Reduced |
| Nelson Capital Management, LLC | 9,232 | $4.67M | 0.77% | −364−3.8% | Reduced |
| Arjuna Capital | 9,238 | $4.67M | 1.24% | −136−1.5% | Reduced |
| Capital Insight Partners, LLC | 9,247 | $4.68M | 0.81% | +480+5.5% | Added |
| Secured Retirement Advisors, LLC | 9,263 | $4.69M | 2.68% | +266+3.0% | Added |