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 |
|---|---|---|---|---|---|
| Chemung Canal Trust Co | 9,266 | $4.69M | 0.98% | +4,086+78.9% | Added |
| Hohimer Wealth Management, LLC | 9,293 | $4.70M | 0.88% | −136−1.4% | Reduced |
| Picton Mahoney Asset Management | 9,320 | $4.71M | 0.18% | −440−4.5% | Reduced |
| Point72 Hong Kong Ltd | 9,334 | $4.72M | 0.29% | +9,334 | New |
| Mechanics Bank Trust Department | 9,350 | $4.73M | 0.63% | +446+5.0% | Added |
| Pensionfund Sabic | 9,350 | $4.73M | 1.25% | +3,050+48.4% | Added |
| Burling Wealth Partners, LLC | 9,369 | $4.74M | 0.97% | +9,369 | New |
| Fullerton Fund Management Co Ltd. | 9,374 | $4.74M | 0.17% | 00.0% | Unchanged |
| Investment House LLC | 9,375 | $4.74M | 0.26% | −100−1.1% | Reduced |
| Paradigm Asset Management Co LLC | 9,380 | $4.74M | 1.30% | +7,885+527.4% | Added |
| Souders Financial Advisors | 9,412 | $4.76M | 0.66% | −2,109−18.3% | Reduced |
| Cigna Investments Inc | 9,428 | $4.77M | 0.84% | −68−0.7% | Reduced |
| PFG Advisors | 9,446 | $4.78M | 0.29% | −469−4.7% | Reduced |
| Kestra Investment Management, LLC | 9,460 | $4.79M | 0.19% | −40−0.4% | Reduced |
| Union Heritage Capital, LLC | 9,478 | $4.79M | 1.77% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 9,480 | $4.80M | 0.89% | +560+6.3% | Added |
| Sumitomo Life Insurance Co | 9,499 | $4.81M | 0.09% | −15,721−62.3% | Reduced |
| Van Den Berg Management I, Inc | 9,528 | $4.82M | 1.39% | +26+0.3% | Added |
| Delaney Dennis R | 9,546 | $4.83M | 2.54% | +80+0.8% | Added |
| Catalytic Wealth RIA, LLC | 9,562 | $4.84M | 0.85% | −397−4.0% | Reduced |
| Connable Office Inc | 9,603 | $4.86M | 0.50% | −332−3.3% | Reduced |
| Vise Technologies, Inc. | 9,625 | $4.87M | 0.41% | +2,977+44.8% | Added |
| Integrated Advisors Network LLC | 9,631 | $4.87M | 0.23% | −2,236−18.8% | Reduced |
| Penserra Capital Management LLC | 9,659 | $4.88M | 0.09% | +3,030+45.7% | Added |
| Arkadios Wealth Advisors | 9,719 | $4.92M | 0.27% | −1,601−14.1% | Reduced |
| Cypress Capital Group | 9,740 | $4.93M | 0.60% | −241−2.4% | Reduced |
| Stenger Family Office, LLC | 9,749 | $4.93M | 1.68% | +9,749 | New |
| Highland Capital Management, LLC | 9,761 | $4.94M | 0.28% | −314−3.1% | Reduced |
| Weik Capital Management | 9,763 | $4.94M | 2.01% | −118−1.2% | Reduced |
| Eclectic Associates Inc | 9,798 | $4.96M | 1.47% | +320+3.4% | Added |
| Bretton Capital Management, LLC | 9,800 | $4.96M | 4.77% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 9,811 | $4.96M | 0.88% | +2,573+35.5% | Added |
| Berkshire Asset Management LLC | 9,325 | $4.97M | 0.23% | −588−5.9% | Reduced |
| Csenge Advisory Group | 9,845 | $4.98M | 0.27% | −1,409−12.5% | Reduced |
| Morningstar Investment Services LLC | 9,849 | $4.98M | 0.45% | −97,586−90.8% | Reduced |
| Plimoth Trust Co LLC | 9,865 | $4.99M | 1.28% | −143−1.4% | Reduced |
| Transform Wealth, LLC | 9,890 | $5.00M | 0.28% | −1,618−14.1% | Reduced |
| Fiduciary Alliance LLC | 9,893 | $5.00M | 0.51% | +7,150+260.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,910 | $5.01M | 0.18% | −1,380−12.2% | Reduced |
| Kingsview Wealth Management, LLC | 9,940 | $5.03M | 0.10% | −521−5.0% | Reduced |
| Trifecta Capital Advisors, LLC | 9,940 | $5.03M | 0.99% | −112−1.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 9,946 | $5.03M | 0.03% | +6,338+175.7% | Added |
| Stamos Capital Partners, L.P. | 9,950 | $5.03M | 1.18% | +1,460+17.2% | Added |
| Advanced Portfolio Management, LLC | 10,000 | $5.06M | 5.95% | +10,000 | New |
| FreeGulliver LLC | 10,018 | $5.07M | 2.65% | −159−1.6% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 10,078 | $5.10M | 1.35% | +10,078 | New |
| Holderness Investments Co | 10,080 | $5.10M | 1.12% | +334+3.4% | Added |
| LexAurum Advisors, LLC | 10,089 | $5.10M | 1.01% | +403+4.2% | Added |
| Fairhaven Wealth Management, LLC | 10,097 | $5.11M | 1.60% | +72+0.7% | Added |
| Beverly Hills Private Wealth, LLC | 10,108 | $5.11M | 1.03% | +868+9.4% | Added |
| Bank of New Hampshire | 10,118 | $5.12M | 1.32% | −272−2.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 10,132 | $5.13M | 0.38% | −9,740−49.0% | Reduced |
| Congress Asset Management Co | 10,160 | $5.14M | 0.03% | −28,922−74.0% | Reduced |
| CWA Asset Management Group, LLC | 10,162 | $5.14M | 0.26% | −113−1.1% | Reduced |
| Peloton Wealth Strategists | 10,173 | $5.15M | 2.08% | −115−1.1% | Reduced |
| Trinity Legacy Partners, LLC | 10,207 | $5.16M | 1.33% | +165+1.6% | Added |
| Round Rock Advisors, LLC | 10,210 | $5.16M | 1.06% | −447−4.2% | Reduced |
| ABN AMRO Bank N.V. | 10,318 | $5.17M | 0.07% | −95,557−90.3% | Reduced |
| Strategic Planning Group, LLC | 10,215 | $5.17M | 0.95% | +304+3.1% | Added |
| Cordatus Wealth Management LLC | 10,235 | $5.18M | 1.37% | +204+2.0% | Added |
| TrueMark Investments, LLC | 10,260 | $5.19M | 1.66% | +3,602+54.1% | Added |
| William B. Walkup & Associates, Inc. | 10,261 | $5.19M | 3.29% | +11+0.1% | Added |
| Belpointe Asset Management LLC | 8,799 | $5.19M | 0.31% | +38+0.4% | Added |
| Legacy Private Trust Co. | 10,268 | $5.19M | 0.34% | +366+3.7% | Added |
| Bond & Devick Financial Network, Inc. | 8,890 | $5.20M | 2.22% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 10,276 | $5.20M | 0.51% | +3,581+53.5% | Added |
| Cypress Asset Management Inc | 10,158 | $5.24M | 1.30% | −343−3.3% | Reduced |
| Thematics Asset Management | 10,378 | $5.25M | 0.23% | +1,438+16.1% | Added |
| Asahi Life Asset Management Co., Ltd. | 10,431 | $5.28M | 3.22% | −307−2.9% | Reduced |
| Connecticut Wealth Management, LLC | 10,431 | $5.28M | 0.26% | −568−5.2% | Reduced |
| Mattson Financial Services, LLC | 9,032 | $5.28M | 1.69% | −656−6.8% | Reduced |
| Gs Investments, Inc. | 10,443 | $5.28M | 2.39% | −601−5.4% | Reduced |
| Commonwealth Retirement Investments LLC | 10,463 | $5.29M | 2.18% | +168+1.6% | Added |
| SageView Advisory Group, LLC | 10,487 | $5.30M | 0.23% | +1,243+13.4% | Added |
| PFG Investments, LLC | 10,495 | $5.31M | 0.33% | −1,033−9.0% | Reduced |
| Simmons Bank | 10,541 | $5.33M | 0.39% | −180−1.7% | Reduced |
| Trust Asset Management LLC | 10,545 | $5.33M | 0.42% | 00.0% | Unchanged |
| Horizon Investments, LLC | 10,554 | $5.34M | 0.15% | +204+2.0% | Added |
| Saranac Partners Ltd | 10,578 | $5.35M | 2.95% | +10,578 | New |
| SlateStone Wealth, LLC | 10,583 | $5.35M | 0.53% | +86+0.8% | Added |
| ZEGA Investments, LLC | 10,061 | $5.36M | 1.59% | +10,061 | New |
| Northeast Financial Consultants Inc | 10,606 | $5.37M | 0.23% | +96+0.9% | Added |
| Clough Capital Partners L P | 10,615 | $5.37M | 0.61% | +3,650+52.4% | Added |
| E Fund Management Co., Ltd. | 10,634 | $5.38M | 0.27% | +3,843+56.6% | Added |
| MainStreet Investment Advisors LLC | 10,659 | $5.39M | 0.76% | −203−1.9% | Reduced |
| Independence Bank of Kentucky | 10,675 | $5.40M | 0.83% | +81+0.8% | Added |
| S.E.E.D. Planning Group LLC | 10,685 | $5.40M | 1.80% | +918+9.4% | Added |
| Dynasty Wealth Management, LLC | 10,691 | $5.41M | 0.09% | −165−1.5% | Reduced |
| Bristlecone Advisors, LLC | 10,705 | $5.42M | 0.42% | −43−0.4% | Reduced |
| J. W. Coons Advisors, LLC | 10,725 | $5.43M | 1.39% | −20−0.2% | Reduced |
| Stonebridge Financial Group, LLC | 10,726 | $5.43M | 0.60% | +10,726 | New |
| Northern Oak Wealth Management Inc | 10,744 | $5.43M | 0.69% | −512−4.5% | Reduced |
| Fidelis Capital Partners, LLC | 9,956 | $5.46M | 0.55% | +1,600+19.1% | Added |
| Brentview Investment Management LLC | 10,801 | $5.46M | 3.10% | +10,801 | New |
| Qtron Investments LLC | 10,803 | $5.46M | 0.77% | −413−3.7% | Reduced |
| Fulton Bank, N.A. | 10,819 | $5.47M | 0.21% | +647+6.4% | Added |
| Buckingham Strategic Partners | 10,832 | $5.48M | 0.09% | +3,938+57.1% | Added |
| Allen Capital Group, LLC | 10,852 | $5.49M | 0.67% | +515+5.0% | Added |
| CX Institutional | 10,853 | $5.49M | 0.22% | +103+1.0% | Added |
| Moloney Securities Asset Management, LLC | 10,895 | $5.51M | 0.74% | −165−1.5% | Reduced |