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 |
|---|---|---|---|---|---|
| Concurrent Investment Advisors, LLC | 21,333 | $10.8M | 0.29% | −666−3.0% | Reduced |
| Mission Wealth Management, LP | 21,383 | $10.8M | 0.26% | +235+1.1% | Added |
| Soltis Investment Advisors LLC | 21,444 | $10.8M | 1.00% | +3,148+17.2% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 21,466 | $10.9M | 1.83% | −30.0% | Reduced |
| Artemis Investment Management LLP | 21,476 | $10.9M | 0.15% | −40,981−65.6% | Reduced |
| Congress Wealth Management LLC | 21,572 | $10.9M | 0.15% | −30,171−58.3% | Reduced |
| Westpac Banking Corp | 21,593 | $10.9M | 0.72% | −11,794−35.3% | Reduced |
| Ascent Group, LLC | 21,805 | $11.0M | 0.83% | +59+0.3% | Added |
| Torray LLC | 21,818 | $11.0M | 1.58% | −5,507−20.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 21,840 | $11.0M | 0.48% | +86+0.4% | Added |
| Savant Capital, LLC | 21,866 | $11.1M | 0.09% | +910+4.3% | Added |
| Core Alternative Capital | 22,010 | $11.1M | 2.33% | −1,955−8.2% | Reduced |
| Trexquant Investment LP | 22,023 | $11.1M | 0.13% | +22,023 | New |
| Churchill Management Corp | 22,046 | $11.2M | 0.12% | −497−2.2% | Reduced |
| Brevan Howard Capital Management LP | 22,109 | $11.2M | 0.28% | +14,287+182.7% | Added |
| Sawgrass Asset Management LLC | 22,219 | $11.2M | 1.23% | −9,793−30.6% | Reduced |
| CAPROCK Group, Inc. | 22,241 | $11.3M | 0.37% | −53−0.2% | Reduced |
| Crossmark Global Holdings, Inc. | 22,245 | $11.3M | 0.21% | −753−3.3% | Reduced |
| Van Hulzen Asset Management, LLC | 22,281 | $11.3M | 0.82% | +384+1.8% | Added |
| Bourgeon Capital Management LLC | 22,361 | $11.3M | 2.11% | +2,650+13.4% | Added |
| Advisory Research Inc | 22,378 | $11.3M | 1.88% | −156−0.7% | Reduced |
| WoodTrust Financial Corp | 22,394 | $11.3M | 1.59% | −17−0.1% | Reduced |
| Iyo Bank, Ltd. | 22,410 | $11.3M | 3.88% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 22,459 | $11.4M | 0.16% | −730−3.1% | Reduced |
| Dividend Assets Capital, LLC | 22,463 | $11.4M | 2.20% | +680+3.1% | Added |
| Buckingham Capital Management, Inc. | 22,517 | $11.4M | 1.31% | −1,260−5.3% | Reduced |
| High Note Wealth, LLC | 22,546 | $11.4M | 2.97% | −627−2.7% | Reduced |
| Fulcrum Capital LLC | 22,561 | $11.4M | 2.39% | +3,202+16.5% | Added |
| Governors Lane LP | 22,600 | $11.4M | 1.71% | −6,700−22.9% | Reduced |
| Cary Street Partners Financial LLC | 22,688 | $11.5M | 0.37% | +22,688 | New |
| Cozad Asset Management Inc | 22,709 | $11.5M | 1.07% | +81+0.4% | Added |
| Wetherby Asset Management Inc | 22,736 | $11.5M | 0.55% | −1,372−5.7% | Reduced |
| Broderick Brian C | 22,761 | $11.5M | 2.26% | +1,264+5.9% | Added |
| Grimes & Company, Inc. | 22,823 | $11.5M | 0.33% | +234+1.0% | Added |
| Plato Investment Management Ltd | 22,812 | $11.6M | 0.85% | −454−2.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 22,911 | $11.6M | 0.76% | +3,948+20.8% | Added |
| Robeco Schweiz AG | 22,971 | $11.6M | 0.25% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 22,972 | $11.6M | 1.08% | −338−1.5% | Reduced |
| GDS Wealth Management | 23,144 | $11.7M | 1.07% | +1,605+7.5% | Added |
| Lowe Brockenbrough & Co Inc | 23,193 | $11.7M | 0.75% | +195+0.8% | Added |
| Greenleaf Trust | 23,242 | $11.8M | 0.11% | +261+1.1% | Added |
| Running Oak Capital LLC | 23,264 | $11.8M | 1.54% | +2,338+11.2% | Added |
| Beese Fulmer Investment Management, Inc. | 23,271 | $11.8M | 1.00% | +511+2.2% | Added |
| Princeton Global Asset Management LLC | 23,351 | $11.8M | 2.21% | +183+0.8% | Added |
| Miramar Capital, LLC | 23,425 | $11.8M | 2.83% | +198+0.9% | Added |
| Davis-Rea Ltd. | 23,438 | $11.9M | 6.00% | +5,575+31.2% | Added |
| Roundview Capital LLC | 23,439 | $11.9M | 0.83% | −1,240−5.0% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 23,454 | $11.9M | 1.70% | +23,454 | New |
| Sonora Investment Management Group, LLC | 23,514 | $11.9M | 0.91% | +401+1.7% | Added |
| Procyon Private Wealth Partners, LLC | 23,701 | $12.0M | 0.77% | +2,780+13.3% | Added |
| Boston Private Wealth LLC | 23,752 | $12.0M | 0.22% | +23,752 | New |
| Tocqueville Asset Management L.P. | 23,889 | $12.1M | 0.19% | −60.0% | Reduced |
| Equitable Holdings, Inc. | 23,909 | $12.1M | 0.12% | −6,534−21.5% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 23,949 | $12.1M | 0.88% | +3,399+16.5% | Added |
| Wolverine Trading, LLC | 23,872 | $12.1M | 0.27% | +21,127+769.7% | Added |
| AIA Group Ltd | 23,983 | $12.1M | 0.29% | +4,106+20.7% | Added |
| GF Fund Management Co. Ltd. | 23,992 | $12.1M | 0.27% | +23,992 | New |
| Bleakley Financial Group, LLC | 24,094 | $12.2M | 0.37% | −1,576−6.1% | Reduced |
| Abner Herrman & Brock LLC | 24,412 | $12.3M | 1.53% | +737+3.1% | Added |
| North Star Asset Management Inc | 24,447 | $12.4M | 0.55% | +1,023+4.4% | Added |
| Walleye Capital LLC | 24,449 | $12.4M | 0.12% | −884−3.5% | Reduced |
| Berger Financial Group, Inc | 24,617 | $12.5M | 0.86% | +120.0% | Added |
| Summit Financial, LLC | 24,729 | $12.5M | 0.44% | +1,201+5.1% | Added |
| North Point Portfolio Managers Corp | 24,774 | $12.5M | 2.18% | −822−3.2% | Reduced |
| Amica Mutual Insurance Co | 24,776 | $12.5M | 1.28% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 24,791 | $12.5M | 2.11% | −39−0.2% | Reduced |
| Schmidt P J Investment Management Inc | 24,823 | $12.6M | 2.18% | −713−2.8% | Reduced |
| Alberta Investment Management Corp | 24,915 | $12.6M | 0.08% | +16,915+211.4% | Added |
| Janney Capital Management LLC | 25,032 | $12.7M | 0.84% | −955−3.7% | Reduced |
| Longbow Finance SA | 25,150 | $12.7M | 1.39% | +1,191+5.0% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 25,223 | $12.8M | 1.34% | +432+1.7% | Added |
| Hyperion Capital Advisors LP | 25,230 | $12.8M | 6.56% | −397−1.5% | Reduced |
| Muhlenkamp & Co Inc | 25,265 | $12.8M | 3.88% | +56+0.2% | Added |
| Americana Partners, LLC | 25,276 | $12.8M | 0.52% | +4,899+24.0% | Added |
| Capital Investment Advisors, LLC | 25,296 | $12.8M | 0.26% | +2,582+11.4% | Added |
| Covington Investment Advisors Inc. | 25,363 | $12.8M | 1.93% | −275−1.1% | Reduced |
| Somerville Kurt F | 25,368 | $12.8M | 2.15% | +118+0.5% | Added |
| Wedbush Securities Inc | 25,372 | $12.8M | 0.46% | +5,625+28.5% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 25,698 | $13.0M | 0.97% | +1,815+7.6% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 25,754 | $13.0M | 0.67% | −665−2.5% | Reduced |
| Carnegie Lake Advisors LLC | 25,846 | $13.1M | 5.28% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 25,938 | $13.1M | 7.04% | −1,980−7.1% | Reduced |
| Litman Gregory Asset Management LLC | 26,030 | $13.2M | 1.14% | −61−0.2% | Reduced |
| Hudson Valley Investment Advisors Inc | 26,283 | $13.3M | 1.51% | +2,137+8.9% | Added |
| Principal Securities, Inc. | 26,354 | $13.3M | 0.30% | +2,628+11.1% | Added |
| Brookstone Capital Management | 26,444 | $13.4M | 0.19% | +2,155+8.9% | Added |
| Carlson Capital Management | 26,524 | $13.4M | 0.59% | −1,415−5.1% | Reduced |
| Howe & Rusling Inc | 26,553 | $13.4M | 1.16% | −3,848−12.7% | Reduced |
| BNP Paribas | 26,546 | $13.4M | 0.55% | +1,399+5.6% | Added |
| Neville Rodie & Shaw Inc | 26,591 | $13.5M | 0.98% | −862−3.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 26,612 | $13.5M | 0.39% | +56+0.2% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 26,714 | $13.5M | 0.12% | +2,650+11.0% | Added |
| Integrated Wealth Concepts LLC | 26,745 | $13.5M | 0.16% | +2,917+12.2% | Added |
| Sienna Gestion | 26,936 | $13.6M | 0.92% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 26,940 | $13.6M | 0.32% | +8,014+42.3% | Added |
| Pioneer Trust Bank N A | 26,957 | $13.6M | 3.43% | −137−0.5% | Reduced |
| Addenda Capital Inc. | 27,003 | $13.7M | 0.48% | +1,416+5.5% | Added |
| HighPoint Advisor Group LLC | 25,915 | $13.7M | 0.74% | −5,567−17.7% | Reduced |
| Alps Advisors Inc | 27,032 | $13.7M | 0.09% | −125−0.5% | Reduced |
| 11 Capital Partners LP | 27,150 | $13.7M | 5.64% | +2,100+8.4% | Added |