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 |
|---|---|---|---|---|---|
| Acropolis Investment Management, LLC | 10,920 | $5.52M | 0.33% | −207−1.9% | Reduced |
| Sandhill Capital Partners LLC | 10,967 | $5.55M | 0.43% | −56−0.5% | Reduced |
| Rench Wealth Management, Inc. | 10,972 | $5.55M | 1.89% | −423−3.7% | Reduced |
| Mirador Capital Partners LP | 10,978 | $5.55M | 1.01% | −84−0.8% | Reduced |
| Lountzis Asset Management, LLC | 11,031 | $5.58M | 2.36% | −414−3.6% | Reduced |
| Sowell Financial Services LLC | 11,033 | $5.58M | 0.29% | +50.0% | Added |
| Carderock Capital Management Inc | 11,038 | $5.58M | 1.40% | −376−3.3% | Reduced |
| Coastline Trust Co | 11,039 | $5.58M | 0.65% | −692−5.9% | Reduced |
| Capital Analysts, LLC | 11,046 | $5.59M | 0.22% | +111+1.0% | Added |
| Blue Zone Wealth Advisors, LLC | 11,088 | $5.61M | 1.62% | +291+2.7% | Added |
| Landscape Capital Management, L.L.C. | 11,089 | $5.61M | 0.60% | −578−5.0% | Reduced |
| Chicago Trust Co NA | 11,104 | $5.62M | 0.99% | −1,373−11.0% | Reduced |
| Keeler Thomas Management LLC | 11,131 | $5.63M | 2.01% | −198−1.7% | Reduced |
| West Branch Capital LLC | 11,170 | $5.65M | 1.80% | +162+1.5% | Added |
| Inspire Trust Co, N.A. | 11,200 | $5.67M | 1.45% | +2,098+23.0% | Added |
| Asset Dedication, LLC | 11,227 | $5.68M | 0.45% | −2,526−18.4% | Reduced |
| Ayrshire Capital Management LLC | 11,232 | $5.68M | 2.77% | +244+2.2% | Added |
| Quadrant Capital Group LLC | 11,247 | $5.69M | 0.39% | −225−2.0% | Reduced |
| Chatham Capital Group, Inc. | 11,262 | $5.70M | 0.94% | +60+0.5% | Added |
| Montag A & Associates Inc | 11,396 | $5.76M | 0.27% | −30.0% | Reduced |
| Lynch Asset Management, Inc. | 11,450 | $5.79M | 2.35% | +50+0.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 11,470 | $5.80M | 0.18% | −705−5.8% | Reduced |
| Barbara Oil Co. | 11,500 | $5.82M | 2.41% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 11,508 | $5.82M | 0.19% | −844−6.8% | Reduced |
| HGK Asset Management Inc | 11,524 | $5.83M | 1.07% | +1,344+13.2% | Added |
| Equitable Trust Co | 11,590 | $5.86M | 0.33% | +699+6.4% | Added |
| Atlantic Trust, LLC | 11,623 | $5.88M | 1.27% | +565+5.1% | Added |
| JCIC Asset Management Inc. | 11,654 | $5.90M | 2.39% | +263+2.3% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 11,660 | $5.90M | 0.61% | +11,660 | New |
| Bogart Wealth, LLC | 11,669 | $5.90M | 0.28% | +30.0% | Added |
| Weatherly Asset Management L. P. | 11,707 | $5.92M | 0.53% | −290−2.4% | Reduced |
| Lee Danner & Bass Inc | 11,726 | $5.93M | 0.47% | −915−7.2% | Reduced |
| Charter Trust Co | 11,768 | $5.95M | 0.39% | −777−6.2% | Reduced |
| Perkins Coie Trust Co | 11,775 | $5.96M | 1.31% | −214−1.8% | Reduced |
| Nikulski Financial, Inc. | 11,832 | $5.99M | 1.76% | +408+3.6% | Added |
| IHT Wealth Management, LLC | 11,843 | $5.99M | 0.19% | +274+2.4% | Added |
| First Interstate Bank | 11,987 | $6.06M | 0.37% | −317−2.6% | Reduced |
| Marshall & Sullivan Inc | 11,992 | $6.07M | 2.96% | +10+0.1% | Added |
| Field & Main Bank | 11,995 | $6.07M | 2.13% | −128−1.1% | Reduced |
| J.W. Cole Advisors, Inc. | 12,001 | $6.07M | 0.25% | +551+4.8% | Added |
| Jupiter Asset Management Ltd | 12,007 | $6.07M | 0.06% | −6,536−35.2% | Reduced |
| Culbertson A N & Co Inc | 12,009 | $6.07M | 0.97% | −107−0.9% | Reduced |
| Harbour Capital Advisors, LLC | 11,858 | $6.08M | 1.36% | −9−0.1% | Reduced |
| Waldron Private Wealth LLC | 12,045 | $6.09M | 0.25% | +160+1.3% | Added |
| Bollard Group LLC | 12,049 | $6.09M | 0.17% | +5,221+76.5% | Added |
| Simplify Asset Management Inc. | 12,057 | $6.10M | 0.42% | −8,315−40.8% | Reduced |
| PKO Investment Management Joint-Stock Co | 12,089 | $6.12M | 0.76% | +2,400+24.8% | Added |
| Empire Life Investments Inc. | 12,095 | $6.12M | 0.38% | −2,430−16.7% | Reduced |
| Brown Shipley& Co Ltd | 12,099 | $6.12M | 3.04% | −2,456−16.9% | Reduced |
| Proequities, Inc. | 11,790 | $6.13M | 0.35% | −28−0.2% | Reduced |
| Thoroughbred Financial Services, LLC | 12,185 | $6.16M | 0.38% | −4,096−25.2% | Reduced |
| Jaffetilchin Investment Partners, LLC | 12,216 | $6.18M | 0.45% | +147+1.2% | Added |
| City Holding Co | 12,222 | $6.18M | 0.88% | +522+4.5% | Added |
| Lake Street Advisors Group, LLC | 12,223 | $6.18M | 0.28% | −174−1.4% | Reduced |
| Cornerstone Wealth Group, LLC | 12,230 | $6.19M | 0.51% | +190+1.6% | Added |
| Timber Creek Capital Management LLC | 12,232 | $6.19M | 1.79% | +197+1.6% | Added |
| Nations Financial Group Inc, | 12,237 | $6.19M | 0.45% | −204−1.6% | Reduced |
| Rockline Wealth Management, LLC | 12,305 | $6.22M | 1.66% | +192+1.6% | Added |
| Western Wealth Management, LLC | 12,315 | $6.23M | 0.33% | +555+4.7% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 12,375 | $6.26M | 1.55% | −320−2.5% | Reduced |
| Jasper Ridge Partners, L.P. | 12,379 | $6.26M | 0.20% | +40.0% | Added |
| HBK Sorce Advisory LLC | 12,423 | $6.28M | 0.19% | −215−1.7% | Reduced |
| KCM Investment Advisors LLC | 12,431 | $6.29M | 0.22% | −8,049−39.3% | Reduced |
| Legacy Advisors, LLC | 12,431 | $6.29M | 0.61% | −34−0.3% | Reduced |
| Ulland Investment Advisors, LLC | 12,485 | $6.32M | 4.03% | +153+1.2% | Added |
| Sivik Global Healthcare LLC | 12,500 | $6.32M | 3.50% | +12,500 | New |
| Diversify Wealth Management, LLC | 12,166 | $6.33M | 0.49% | +1,678+16.0% | Added |
| Prosperity Consulting Group, LLC | 12,535 | $6.34M | 0.48% | +46+0.4% | Added |
| Essex Financial Services, Inc. | 12,564 | $6.36M | 0.45% | −655−5.0% | Reduced |
| River Wealth Advisors LLC | 12,578 | $6.36M | 0.84% | +1,105+9.6% | Added |
| Farther Finance Advisors, LLC | 12,598 | $6.37M | 0.23% | +67+0.5% | Added |
| Little House Capital LLC | 12,629 | $6.39M | 1.83% | −750−5.6% | Reduced |
| Point72 (DIFC) Ltd | 12,678 | $6.41M | 0.58% | +12,678 | New |
| Asset Planning Services Inc | 12,680 | $6.41M | 3.13% | +215+1.7% | Added |
| Persistent Asset Partners Ltd | 11,824 | $6.41M | 5.49% | +11,824 | New |
| Ashburton (Jersey) Ltd | 12,762 | $6.46M | 2.85% | +12,482+4,457.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 12,784 | $6.47M | 0.29% | +1,668+15.0% | Added |
| Plancorp, LLC | 12,805 | $6.48M | 0.27% | +1,711+15.4% | Added |
| Lindbrook Capital, LLC | 12,849 | $6.50M | 0.59% | −264−2.0% | Reduced |
| Primecap Management Co | 12,920 | $6.54M | 0.01% | −103,544−88.9% | Reduced |
| Community Financial Services Group, LLC | 12,937 | $6.54M | 1.30% | +634+5.2% | Added |
| Argonautica Private Wealth Management, Inc | 12,942 | $6.55M | 2.11% | −90−0.7% | Reduced |
| Syon Capital LLC | 12,954 | $6.55M | 0.59% | −931−6.7% | Reduced |
| Sone Capital Management, LLC | 12,958 | $6.55M | 0.83% | +12,958 | New |
| Voleon Capital Management LP | 12,962 | $6.56M | 0.49% | +12,962 | New |
| Duncker Streett & Co Inc | 12,977 | $6.56M | 1.22% | −221−1.7% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 13,000 | $6.58M | 1.48% | 00.0% | Unchanged |
| Larson Financial Group LLC | 13,020 | $6.59M | 0.34% | +334+2.6% | Added |
| Great Lakes Retirement, Inc. | 13,047 | $6.60M | 0.85% | −43−0.3% | Reduced |
| Mader & Shannon Wealth Management, Inc. | 13,070 | $6.61M | 4.09% | −417−3.1% | Reduced |
| Consolidated Investment Group LLC | 13,135 | $6.64M | 0.93% | 00.0% | Unchanged |
| Wedmont Private Capital | 12,781 | $6.65M | 0.35% | +501+4.1% | Added |
| Meridian Wealth Advisors, LLC | 13,193 | $6.67M | 1.10% | +115+0.9% | Added |
| Granite Investment Partners, LLC | 13,193 | $6.67M | 0.29% | −20−0.2% | Reduced |
| Sandy Spring Bank | 13,197 | $6.68M | 0.27% | −41−0.3% | Reduced |
| Whalerock Point Partners, LLC | 13,222 | $6.69M | 1.55% | +208+1.6% | Added |
| Change Path, LLC | 13,248 | $6.70M | 0.21% | +1,345+11.3% | Added |
| Mirabaud Asset Management Ltd | 13,201 | $6.70M | 3.12% | 00.0% | Unchanged |
| American Trust | 13,294 | $6.72M | 0.51% | −803−5.7% | Reduced |
| Sky Investment Group LLC | 13,306 | $6.73M | 1.23% | +347+2.7% | Added |