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 |
|---|---|---|---|---|---|
| Fifth Third Wealth Advisors LLC | 13,440 | $6.80M | 0.37% | +1,422+11.8% | Added |
| Eagle Rock Investment Company, LLC | 13,445 | $6.80M | 1.13% | +15+0.1% | Added |
| Schnieders Capital Management LLC | 13,466 | $6.81M | 1.35% | −612−4.3% | Reduced |
| Capital Planning Advisors, LLC | 13,515 | $6.84M | 1.06% | +779+6.1% | Added |
| Canal Capital Management, LLC | 13,557 | $6.86M | 1.11% | −192−1.4% | Reduced |
| MUFG Securities Americas Inc. | 13,585 | $6.87M | 0.87% | +13,585 | New |
| CMH Wealth Management LLC | 13,612 | $6.89M | 1.58% | +238+1.8% | Added |
| Lincoln Capital Corp | 13,623 | $6.89M | 2.83% | +1,160+9.3% | Added |
| Eagle Capital Management, LLC | 13,677 | $6.92M | 2.79% | +33+0.2% | Added |
| Geneos Wealth Management Inc. | 13,684 | $6.92M | 0.24% | +13,684 | New |
| Harrell Investment Partners, LLC | 13,713 | $6.94M | 1.94% | +7,007+104.5% | Added |
| First Hawaiian Bank | 13,777 | $6.97M | 0.23% | +2,339+20.4% | Added |
| Strategic Wealth Partners, Ltd. | 13,202 | $7.01M | 0.58% | +6,860+108.2% | Added |
| Gladstone Institutional Advisory LLC | 13,863 | $7.01M | 0.33% | +175+1.3% | Added |
| NorthRock Partners, LLC | 13,873 | $7.02M | 0.23% | −1,883−12.0% | Reduced |
| KMG Fiduciary Partners, LLC | 13,899 | $7.03M | 0.58% | −53−0.4% | Reduced |
| Massachusetts Financial Services Co | 13,955 | $7.06M | 0.00% | −1,474−9.6% | Reduced |
| Community Bank & Trust, Waco, Texas | 13,973 | $7.07M | 1.64% | −50−0.4% | Reduced |
| Wealthspire Advisors, LLC | 13,977 | $7.07M | 0.07% | +614+4.6% | Added |
| Valeo Financial Advisors, LLC | 13,979 | $7.07M | 0.20% | −915−6.1% | Reduced |
| Liberty Capital Management, Inc. | 14,053 | $7.11M | 1.58% | +48+0.3% | Added |
| Evelyn Partners Investment Management Services Ltd | 14,059 | $7.11M | 1.24% | +14,059 | New |
| Tradewinds, LLC. | 13,374 | $7.13M | 1.98% | −606−4.3% | Reduced |
| Verition Fund Management LLC | 14,122 | $7.14M | 0.04% | +13,683+3,116.9% | Added |
| Temasek Holdings (Private) Ltd | 14,148 | $7.16M | 0.03% | −147,508−91.2% | Reduced |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 14,165 | $7.17M | 0.23% | +186+1.3% | Added |
| Spinnaker Trust | 14,169 | $7.17M | 0.45% | +23+0.2% | Added |
| Davy Global Fund Management Ltd | 14,179 | $7.17M | 0.85% | −1,121−7.3% | Reduced |
| Schechter Investment Advisors, LLC | 14,203 | $7.18M | 0.55% | −951−6.3% | Reduced |
| Hilton Capital Management, LLC | 14,232 | $7.20M | 0.62% | −1,773−11.1% | Reduced |
| Ballast, Inc. | 14,255 | $7.21M | 2.06% | −400−2.7% | Reduced |
| Centaurus Financial, Inc. | 14,272 | $7.22M | 0.44% | +8,881+164.7% | Added |
| Buckhead Capital Management LLC | 14,296 | $7.23M | 2.31% | −132−0.9% | Reduced |
| Telos Capital Management, Inc. | 14,309 | $7.24M | 0.77% | +102+0.7% | Added |
| Tritonpoint Wealth, LLC | 14,330 | $7.25M | 0.66% | −364−2.5% | Reduced |
| Burns J W & Co Inc | 14,343 | $7.26M | 0.93% | −246−1.7% | Reduced |
| JPB Foundation | 14,355 | $7.26M | 0.81% | −57,000−79.9% | Reduced |
| Central Bank & Trust Co | 14,464 | $7.32M | 1.11% | −1,981−12.0% | Reduced |
| Naples Global Advisors, LLC | 14,468 | $7.32M | 0.68% | +428+3.0% | Added |
| Capital Investment Counsel, LLC | 14,478 | $7.32M | 1.22% | +327+2.3% | Added |
| Silicon Valley Capital Partners | 14,547 | $7.36M | 0.82% | +2,085+16.7% | Added |
| Sigma Planning Corp | 14,591 | $7.38M | 0.23% | −481−3.2% | Reduced |
| Fragasso Group Inc. | 14,619 | $7.39M | 0.56% | −1,418−8.8% | Reduced |
| Sectoral Asset Management Inc | 14,625 | $7.40M | 4.94% | +1,500+11.4% | Added |
| Harbour Trust & Investment Management Co | 14,681 | $7.43M | 0.85% | +643+4.6% | Added |
| Kidder Stephen W | 14,721 | $7.45M | 2.24% | −50.0% | Reduced |
| Sigma Investment Counselors Inc | 14,729 | $7.45M | 0.44% | −296−2.0% | Reduced |
| GAMMA Investing LLC | 14,749 | $7.46M | 0.64% | +356+2.5% | Added |
| Asio Capital, LLC | 14,751 | $7.46M | 1.41% | −170−1.1% | Reduced |
| Resources Management Corp | 14,781 | $7.48M | 1.02% | +1,121+8.2% | Added |
| Merit Financial Group, LLC | 14,789 | $7.48M | 0.13% | +6,202+72.2% | Added |
| AMG National Trust Bank | 14,929 | $7.55M | 0.21% | −2,744−15.5% | Reduced |
| Alerus Financial NA | 15,093 | $7.63M | 0.58% | +8,082+115.3% | Added |
| Montag & Caldwell, LLC | 15,130 | $7.65M | 1.63% | −1,378−8.3% | Reduced |
| Lester Murray Antman dba SimplyRich | 15,169 | $7.67M | 2.19% | −136−0.9% | Reduced |
| Olstein Capital Management, L.P. | 15,200 | $7.69M | 1.35% | +3,200+26.7% | Added |
| Estabrook Capital Management | 15,230 | $7.70M | 1.19% | −2,201−12.6% | Reduced |
| BTC Capital Management, Inc. | 15,254 | $7.71M | 0.71% | −310−2.0% | Reduced |
| Banque de Luxembourg S.A. | 15,193 | $7.72M | 4.15% | +15,193 | New |
| SOL Capital Management CO | 15,311 | $7.75M | 0.86% | −27−0.2% | Reduced |
| Alley Investment Management Company, LLC | 15,501 | $7.84M | 0.99% | +81+0.5% | Added |
| Griffin Asset Management, Inc. | 15,520 | $7.85M | 0.92% | −505−3.2% | Reduced |
| Strategic Wealth Designers | 15,523 | $7.85M | 0.50% | −1,392−8.2% | Reduced |
| First National Bank of Omaha | 15,553 | $7.87M | 0.51% | −322−2.0% | Reduced |
| Nemes Rush Group LLC | 15,694 | $7.94M | 0.98% | +1,438+10.1% | Added |
| Bedell Frazier Investment Counseling, LLC | 15,720 | $7.95M | 1.97% | −573−3.5% | Reduced |
| Buck Wealth Strategies, LLC | 15,747 | $7.97M | 1.66% | +3,571+29.3% | Added |
| Puzo Michael J | 15,833 | $8.01M | 2.24% | −804−4.8% | Reduced |
| Ostrum Asset Management | 15,851 | $8.02M | 0.69% | +1,450+10.1% | Added |
| Burt Wealth Advisors | 15,865 | $8.03M | 2.04% | −251−1.6% | Reduced |
| Paradigm Financial Partners, LLC | 15,903 | $8.04M | 1.02% | +2,475+18.4% | Added |
| Pitcairn Co | 15,938 | $8.06M | 0.48% | −829−4.9% | Reduced |
| Ally Financial Inc. | 16,000 | $8.09M | 0.99% | +12,000+300.0% | Added |
| Summit Trail Advisors, LLC | 16,003 | $8.10M | 0.30% | +2,372+17.4% | Added |
| AlTi Global, Inc. | 15,980 | $8.11M | 0.20% | −1,833−10.3% | Reduced |
| Columbus Hill Capital Management, L.P. | 16,041 | $8.11M | 1.56% | −13,000−44.8% | Reduced |
| HRT Financial LP | 16,058 | $8.12M | 0.04% | +3,295+25.8% | Added |
| Alapocas Investment Partners, Inc. | 16,059 | $8.12M | 4.57% | +22+0.1% | Added |
| Vestor Capital, LLC | 16,099 | $8.14M | 0.62% | +37+0.2% | Added |
| Thompson Investment Management, Inc. | 16,115 | $8.15M | 1.17% | −103−0.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 16,140 | $8.16M | 0.71% | +287+1.8% | Added |
| Tradition Wealth Management, LLC | 16,210 | $8.20M | 0.72% | −186−1.1% | Reduced |
| Bellecapital International Ltd. | 16,227 | $8.21M | 1.45% | +1,630+11.2% | Added |
| CenterBook Partners LP | 16,231 | $8.21M | 0.49% | +8,332+105.5% | Added |
| IFP Advisors, Inc | 16,227 | $8.21M | 0.27% | +413+2.6% | Added |
| Cape Cod Five Cents Savings Bank | 14,057 | $8.22M | 0.73% | 00.0% | Unchanged |
| Fundamentun, LLC | 16,255 | $8.22M | 0.49% | −594−3.5% | Reduced |
| Busey Wealth Management | 16,271 | $8.23M | 0.27% | −43−0.3% | Reduced |
| Stolper Co | 16,311 | $8.25M | 2.75% | +36+0.2% | Added |
| Blue Fin Capital, Inc. | 16,319 | $8.26M | 1.52% | −73−0.4% | Reduced |
| Colonial Trust Co | 16,326 | $8.26M | 1.23% | +100+0.6% | Added |
| RNC Capital Management LLC | 16,337 | $8.26M | 0.44% | −1,491−8.4% | Reduced |
| Icon Wealth Advisors, LLC | 16,349 | $8.27M | 0.68% | −1,984−10.8% | Reduced |
| Avitas Wealth Management LLC | 16,358 | $8.27M | 1.14% | −178−1.1% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 16,380 | $8.29M | 0.85% | +10+0.1% | Added |
| Winmill & Co. Inc | 16,475 | $8.33M | 2.70% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 16,532 | $8.36M | 0.49% | +1,535+10.2% | Added |
| Earnest Partners LLC | 16,534 | $8.36M | 0.04% | −3,687−18.2% | Reduced |
| Pacific Capital Partners Ltd | 16,535 | $8.36M | 4.92% | +2,500+17.8% | Added |
| Blue Edge Capital, LLC | 16,601 | $8.40M | 1.32% | −41−0.2% | Reduced |