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 |
|---|---|---|---|---|---|
| Ritholtz Wealth Management | 16,634 | $8.41M | 0.25% | −1,757−9.6% | Reduced |
| Frank, Rimerman Advisors LLC | 16,863 | $8.53M | 0.62% | +759+4.7% | Added |
| Atlantic Union Bankshares Corp | 16,883 | $8.54M | 0.50% | −683−3.9% | Reduced |
| Spirepoint Private Client, LLC | 16,981 | $8.59M | 1.08% | +1,248+7.9% | Added |
| Unigestion Holding SA | 17,015 | $8.61M | 0.50% | −21,044−55.3% | Reduced |
| Verdence Capital Advisors LLC | 17,037 | $8.62M | 0.69% | +80+0.5% | Added |
| Los Angeles Capital Management LLC | 17,046 | $8.62M | 0.04% | −307,958−94.8% | Reduced |
| St Germain D J Co Inc | 17,084 | $8.64M | 0.39% | −172−1.0% | Reduced |
| Meeder Advisory Services, Inc. | 17,092 | $8.65M | 0.54% | +668+4.1% | Added |
| Ballentine Partners, LLC | 17,102 | $8.65M | 0.15% | −229−1.3% | Reduced |
| Elk River Wealth Management, LLC | 17,133 | $8.67M | 1.57% | −104−0.6% | Reduced |
| Security National Bank | 17,154 | $8.68M | 1.24% | −225−1.3% | Reduced |
| Cohen Klingenstein LLC | 17,200 | $8.70M | 0.30% | −10,500−37.9% | Reduced |
| Ameritas Investment Partners, Inc. | 17,261 | $8.73M | 0.28% | −338−1.9% | Reduced |
| Synergy Financial Management, LLC | 16,075 | $8.73M | 0.68% | +8,305+106.9% | Added |
| Rothschild Capital Partners, LLC | 17,266 | $8.73M | 2.12% | +1,160+7.2% | Added |
| Profund Advisors LLC | 17,295 | $8.75M | 0.32% | −1,651−8.7% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 17,332 | $8.77M | 1.78% | +7,374+74.1% | Added |
| Caldwell Trust Co | 17,361 | $8.78M | 0.92% | −1,411−7.5% | Reduced |
| Marietta Wealth Management, LLC | 17,393 | $8.80M | 1.26% | +970+5.9% | Added |
| Matrix Asset Advisors Inc | 17,411 | $8.81M | 0.96% | −7,112−29.0% | Reduced |
| Checchi Capital Advisers, LLC | 17,423 | $8.81M | 0.66% | +4,274+32.5% | Added |
| GHP Investment Advisors, Inc. | 17,433 | $8.82M | 0.41% | +387+2.3% | Added |
| Farmers & Merchants Trust Co of Long Beach | 17,454 | $8.83M | 2.19% | −548−3.0% | Reduced |
| EFG Asset Management (Americas) Corp. | 17,505 | $8.86M | 1.72% | −1,280−6.8% | Reduced |
| Sagespring Wealth Partners, LLC | 17,514 | $8.86M | 0.23% | +17,514 | New |
| Chronos Wealth Management, LLC | 17,537 | $8.87M | 4.53% | +28+0.2% | Added |
| Ledyard National Bank | 17,540 | $8.87M | 0.83% | +873+5.2% | Added |
| Great Waters Wealth Management | 17,584 | $8.90M | 1.14% | −289−1.6% | Reduced |
| Evergreen Capital Management LLC | 17,645 | $8.93M | 0.29% | −425−2.4% | Reduced |
| Bearing Point Capital, LLC | 17,647 | $8.93M | 1.86% | +17,647 | New |
| Stonegate Investment Group, LLC | 17,655 | $8.93M | 0.24% | +663+3.9% | Added |
| Citizens National Bank Trust Department | 17,716 | $8.96M | 1.90% | −73−0.4% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 17,727 | $8.97M | 2.48% | +331+1.9% | Added |
| Perigon Wealth Management, LLC | 17,614 | $8.99M | 0.22% | +3,969+29.1% | Added |
| Venture Visionary Partners LLC | 17,784 | $9.00M | 0.38% | −122−0.7% | Reduced |
| Leavell Investment Management, Inc. | 17,840 | $9.02M | 0.44% | −4,366−19.7% | Reduced |
| Wealth Advisory Solutions, LLC | 17,847 | $9.03M | 2.53% | −32−0.2% | Reduced |
| FourThought Financial Partners, LLC | 17,959 | $9.09M | 0.94% | −159−0.9% | Reduced |
| Morse Asset Management, Inc | 17,964 | $9.09M | 2.08% | +371+2.1% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 17,969 | $9.09M | 1.34% | +2,631+17.2% | Added |
| Red Door Wealth Management, LLC | 17,972 | $9.09M | 1.39% | +1,149+6.8% | Added |
| Zions Bancorporation, N.A. | 18,093 | $9.15M | 0.58% | +2,503+16.1% | Added |
| Woodmont Investment Counsel LLC | 18,101 | $9.16M | 0.68% | −2,791−13.4% | Reduced |
| Ocean Capital Management, LLC | 18,138 | $9.18M | 2.00% | +1,895+11.7% | Added |
| Unison Asset Management LLC | 18,291 | $9.25M | 4.54% | +1,405+8.3% | Added |
| Bank of Nova Scotia Trust Co | 18,376 | $9.30M | 0.98% | −300−1.6% | Reduced |
| Biondo Investment Advisors, LLC | 18,381 | $9.30M | 1.28% | +358+2.0% | Added |
| James Investment Research Inc | 18,406 | $9.31M | 1.11% | −561−3.0% | Reduced |
| J. Safra Sarasin Holding AG | 18,406 | $9.31M | 0.16% | +3,163+20.8% | Added |
| Wedge Capital Management L L P | 18,464 | $9.34M | 0.17% | −94−0.5% | Reduced |
| Cullinan Associates Inc | 18,498 | $9.36M | 0.60% | +950+5.4% | Added |
| Motco | 18,548 | $9.38M | 0.96% | −129−0.7% | Reduced |
| LMR Partners LLP | 18,562 | $9.39M | 0.16% | +12,475+204.9% | Added |
| Forbes J M & Co LLP | 18,595 | $9.41M | 0.91% | +44+0.2% | Added |
| Evexia Wealth LLC | 17,883 | $9.42M | 3.19% | −46−0.3% | Reduced |
| Mutual Advisors, LLC | 18,465 | $9.43M | 0.27% | −2,370−11.4% | Reduced |
| Whitford Management LLC | 18,675 | $9.45M | 2.79% | +10,950+141.7% | Added |
| Mattern Capital Management, LLC | 18,713 | $9.47M | 1.23% | −229−1.2% | Reduced |
| Gotham Asset Management, LLC | 18,741 | $9.48M | 0.09% | +1,980+11.8% | Added |
| GLOBALT Investments LLC | 18,793 | $9.51M | 0.36% | +5,890+45.6% | Added |
| Davidson Investment Advisors | 18,857 | $9.54M | 0.46% | +18,857 | New |
| Mirabaud & Cie SA | 18,925 | $9.57M | 3.08% | −282−1.5% | Reduced |
| TD Private Client Wealth LLC | 18,959 | $9.59M | 0.27% | −385−2.0% | Reduced |
| Twin Capital Management Inc | 18,964 | $9.59M | 1.05% | +1,621+9.3% | Added |
| Strong Tower Advisory Services | 19,062 | $9.64M | 2.52% | +482+2.6% | Added |
| McKinley Carter Wealth Services, Inc. | 19,081 | $9.65M | 0.59% | −205−1.1% | Reduced |
| APG Asset Management US Inc. | 19,083 | $9.65M | 0.07% | −6,826−26.3% | Reduced |
| Kesler, Norman & Wride, LLC | 19,210 | $9.72M | 2.10% | +441+2.3% | Added |
| Stokes Capital Advisors, LLC | 19,302 | $9.76M | 2.52% | −188−1.0% | Reduced |
| Aurdan Capital Management, LLC | 19,333 | $9.78M | 3.75% | +19,333 | New |
| Global Retirement Partners, LLC | 19,436 | $9.83M | 0.28% | +386+2.0% | Added |
| Ascent Wealth Partners, LLC | 19,485 | $9.86M | 1.33% | +142+0.7% | Added |
| Pictet North America Advisors SA | 19,517 | $9.87M | 0.94% | +132+0.7% | Added |
| NBT Bank N A | 19,585 | $9.91M | 0.69% | −777−3.8% | Reduced |
| Evoke Wealth, LLC | 19,622 | $9.93M | 0.28% | −622−3.1% | Reduced |
| Guardian Partners Inc. | 18,971 | $9.95M | 1.01% | +18,971 | New |
| XTX Topco Ltd | 19,706 | $9.97M | 0.84% | +19,706 | New |
| NorthCrest Asset Manangement, LLC | 19,760 | $10.0M | 0.30% | +1,427+7.8% | Added |
| Tran Capital Management, L.P. | 19,875 | $10.1M | 1.14% | +575+3.0% | Added |
| Ardsley Advisory Partners LP | 20,000 | $10.1M | 1.96% | +20,000 | New |
| Parkman Healthcare Partners LLC | 20,000 | $10.1M | 1.35% | +20,000 | New |
| TCTC Holdings, LLC | 20,008 | $10.1M | 0.36% | −312−1.5% | Reduced |
| Johnson Financial Group, Inc. | 18,700 | $10.1M | 0.48% | −761−3.9% | Reduced |
| Pallas Capital Advisors LLC | 20,069 | $10.2M | 0.43% | −85−0.4% | Reduced |
| Stratos Wealth Partners, LTD. | 20,105 | $10.2M | 0.14% | +214+1.1% | Added |
| Toth Financial Advisory Corp | 20,204 | $10.2M | 1.20% | +203+1.0% | Added |
| Eldred Rock Partners, LLC | 20,195 | $10.2M | 3.51% | +46+0.2% | Added |
| Greenwich Wealth Management LLC | 20,243 | $10.2M | 0.72% | +46+0.2% | Added |
| Haverford Financial Services, Inc. | 20,278 | $10.3M | 3.13% | −2,429−10.7% | Reduced |
| Signaturefd, LLC | 20,457 | $10.3M | 0.20% | −1,239−5.7% | Reduced |
| Scholtz & Company, LLC | 20,506 | $10.4M | 4.95% | −875−4.1% | Reduced |
| Warren Averett Asset Management, LLC | 20,522 | $10.4M | 0.16% | +8,433+69.8% | Added |
| Hilltop Holdings Inc. | 20,699 | $10.5M | 0.66% | −370−1.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 20,850 | $10.5M | 0.85% | +8,066+63.1% | Added |
| DuPont Capital Management Corp | 20,925 | $10.6M | 0.99% | −9,288−30.7% | Reduced |
| MUFG Securities EMEA plc | 21,053 | $10.7M | 0.20% | −11,947−36.2% | Reduced |
| Richard Bernstein Advisors LLC | 21,062 | $10.7M | 0.24% | 00.0% | Unchanged |
| Ossiam | 21,127 | $10.7M | 0.18% | +21,056+29,656.3% | Added |
| Logan Capital Management Inc | 21,178 | $10.7M | 0.45% | −2,042−8.8% | Reduced |