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; 3,394 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
- 3,685
- +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
- 1,387 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 | 3,394 | $325.1B |
| Q1 2026 | 3,055 | $202.4B |
| Q4 2025 | 3,312 | $248.2B |
| Q3 2025 | 3,169 | $253.5B |
| Q2 2025 | 3,186 | $241.1B |
| Q1 2025 | 3,614 | $424.3B |
| Q4 2024 | 3,685 | $409.5B |
| Q3 2024 | 3,477 | $474.6B |
| Q2 2024 | 3,407 | $411.9B |
| Q1 2024 | 3,385 | $398.9B |
| Q4 2023 | 3,422 | $428.0B |
| Q3 2023 | 3,145 | $407.5B |
| Q2 2023 | 3,137 | $388.4B |
| Q1 2023 | 3,115 | $383.6B |
| Q4 2022 | 3,160 | $434.2B |
| Q3 2022 | 2,999 | $413.5B |
| Q2 2022 | 2,965 | $422.0B |
| Q1 2022 | 2,966 | $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 |
|---|---|---|---|---|---|
| Hills Bank & Trust Co | 273 | $138.1K | 0.01% | +14+5.4% | Added |
| FSA Wealth Management LLC | 274 | $138.6K | 0.06% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 275 | $139.1K | 0.03% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 280 | $141.6K | 0.04% | −84−23.1% | Reduced |
| Rialto Wealth Management, LLC | 281 | $142.1K | 0.05% | +281 | New |
| Vega Investment Solutions | 281 | $142.1K | 0.12% | +281 | New |
| Sierra Ocean, LLC | 289 | $146.5K | 0.12% | +289 | New |
| Marquette Asset Management, LLC | 298 | $150.7K | 0.02% | −878−74.7% | Reduced |
| Insight Inv LLC | 303 | $153.3K | 0.11% | +152+100.7% | Added |
| Blue Bell Private Wealth Management, LLC | 304 | $153.7K | 0.03% | −10−3.2% | Reduced |
| Quest 10 Wealth Builders, Inc. | 305 | $154.5K | 0.15% | +305 | New |
| Noble Wealth Management PBC | 306 | $154.8K | 0.11% | +306 | New |
| Pingora Partners LLC | 310 | $156.8K | 0.10% | −10−3.1% | Reduced |
| Mizuho Bank, Ltd. | 310 | $156.8K | 0.04% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 311 | $157.3K | 0.10% | −2−0.6% | Reduced |
| Wormser Freres Gestion | 309 | $159.4K | 0.09% | +284+1,136.0% | Added |
| Cornerstone Planning Group LLC | 296 | $160.7K | 0.04% | −12−3.9% | Reduced |
| Boyd Watterson Asset Management LLC | 318 | $160.9K | 0.04% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 327 | $165.5K | 0.10% | +10+3.2% | Added |
| Aspect Partners, LLC | 331 | $167.4K | 0.10% | +12+3.8% | Added |
| McIlrath & Eck, LLC | 341 | $172.5K | 0.02% | −294−46.3% | Reduced |
| IMG Wealth Management, Inc. | 349 | $176.5K | 0.16% | +349 | New |
| Private Wealth Management Group, LLC | 349 | $176.5K | 0.07% | +17+5.1% | Added |
| FSC Wealth Advisors, LLC | 351 | $177.6K | 0.11% | −118−25.2% | Reduced |
| Pinney & Scofield, Inc. | 359 | $181.6K | 0.14% | +359 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 365 | $184.6K | 0.36% | +73+25.0% | Added |
| Keener Financial Planning LLC | 373 | $188.0K | 0.11% | 00.0% | Unchanged |
| First Community Trust NA | 373 | $188.7K | 0.13% | 00.0% | Unchanged |
| Founders Capital Management | 376 | $190.3K | 0.12% | 00.0% | Unchanged |
| Hara Capital LLC | 377 | $190.7K | 0.12% | 00.0% | Unchanged |
| TSFG, LLC | 389 | $197.0K | 0.04% | −60−13.4% | Reduced |
| Fedenia Advisers LLC | 395 | $199.8K | 0.12% | +395 | New |
| Pacific Center for Financial Services | 395 | $199.8K | 0.05% | −50−11.2% | Reduced |
| BankPlus Wealth Management LLC | 397 | $200.6K | 0.15% | +397 | New |
| Forthright Family Wealth Advisory LLC | 397 | $200.8K | 0.13% | −44−10.0% | Reduced |
| Lakeridge Wealth Management LLC | 397 | $200.8K | 0.10% | +1+0.3% | Added |
| Vance Wealth, Inc. | 398 | $201.3K | 0.08% | +17+4.5% | Added |
| Dakota Community Bank & Trust NA | 398 | $201.3K | 0.96% | +65+19.5% | Added |
| Acorn Wealth Advisors, LLC | 399 | $201.7K | 0.08% | +2+0.5% | Added |
| Harbor Group, Inc. | 400 | $202.1K | 0.05% | +1+0.3% | Added |
| Nixon Peabody Trust Co | 400 | $202.3K | 0.02% | −350−46.7% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 400 | $202.3K | 0.06% | −4−1.0% | Reduced |
| Hutner Capital Management Inc | 400 | $202.3K | 0.10% | 00.0% | Unchanged |
| Ascension Capital Advisors, Inc. | 400 | $202.3K | 0.09% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 400 | $202.4K | 0.10% | −23−5.4% | Reduced |
| Davidson Trust Co | 403 | $203.9K | 0.10% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 403 | $203.9K | 0.12% | −16−3.8% | Reduced |
| Beacon Capital Management, LLC | 404 | $204.1K | 0.03% | −48−10.6% | Reduced |
| Roof Eidam & Maycock | 405 | $204.9K | 0.05% | 00.0% | Unchanged |
| Cannon Advisors, Inc. | 407 | $205.9K | 0.17% | −347−46.0% | Reduced |
| Howard Financial Services, Ltd. | 408 | $206.4K | 0.03% | +33+8.8% | Added |
| Alpha Financial Partners, LLC | 408 | $206.6K | 0.16% | +408 | New |
| Retirement Planning Group | 409 | $206.7K | 0.01% | +409 | New |
| Basepoint Wealth LLC | 409 | $207.1K | 0.17% | −4−1.0% | Reduced |
| Redwood Financial Network Corp | 412 | $208.3K | 0.16% | −58−12.3% | Reduced |
| Chiron Capital Management, LLC | 412 | $208.4K | 0.20% | +412 | New |
| Evolution Wealth Advisors, LLC | 413 | $209.1K | 0.03% | 00.0% | Unchanged |
| KWMG, LLC | 415 | $209.9K | 0.02% | −1−0.2% | Reduced |
| Luminist Capital LLC | 417 | $210.8K | 0.37% | +417 | New |
| Hamilton Capital Partners, LLC | 417 | $210.9K | 0.13% | +417 | New |
| Resolute Partners Group | 418 | $211.4K | 0.04% | +418 | New |
| McClarren Financial Advisors, Inc. | 1,533 | $212.0K | 0.60% | +591+62.7% | Added |
| Powers Advisory Group, LLC | 420 | $212.3K | 0.11% | +2+0.5% | Added |
| Partners in Financial Planning | 421 | $213.0K | 0.04% | 00.0% | Unchanged |
| Hidden Cove Wealth Management, LLC | 423 | $214.0K | 0.17% | +423 | New |
| Reliant Investment Management, LLC | 424 | $214.5K | 0.09% | −26−5.8% | Reduced |
| Wolff Wiese Magana LLC | 424 | $214.5K | 0.14% | −11−2.5% | Reduced |
| Eschler Asset Management LLP | 425 | $215.0K | 0.51% | +425 | New |
| Barr E S & Co | 425 | $215.2K | 0.01% | −37−8.0% | Reduced |
| Headinvest, LLC | 427 | $216.0K | 0.04% | −40−8.6% | Reduced |
| Brio Consultants, LLC | 427 | $216.0K | 0.03% | +427 | New |
| Argyle Capital Partners, LLC | 427 | $216.0K | 0.19% | +427 | New |
| Laurel Wealth Advisors LLC | 427 | $216.0K | 0.03% | −59−12.1% | Reduced |
| TriaGen Wealth Management LLC | 428 | $216.5K | 0.07% | 00.0% | Unchanged |
| LifePlan Investment Advisors, Inc. | 428 | $216.5K | 0.13% | +49+12.9% | Added |
| David Wealth Management LLC | 428 | $216.7K | 0.18% | +428 | New |
| Jacobs & Co | 429 | $217.0K | 0.02% | 00.0% | Unchanged |
| Southern Capital Advisors, LLC | 430 | $217.5K | 0.12% | −3,242−88.3% | Reduced |
| Cora Capital Advisors LLC | 432 | $218.5K | 0.11% | −1−0.2% | Reduced |
| Financial Freedom, LLC | 435 | $219.9K | 0.12% | +1+0.2% | Added |
| Roth Financial Partners LLC | 435 | $220.0K | 0.09% | 00.0% | Unchanged |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 436 | $220.6K | 0.00% | −50−10.3% | Reduced |
| Synergy Financial Group, LTD | 436 | $220.6K | 0.18% | +15+3.6% | Added |
| Liberty Square Wealth Partners LLC | 422 | $220.9K | 0.08% | +422 | New |
| Vantage Financial Partners, LLC | 438 | $221.4K | 0.06% | −3−0.7% | Reduced |
| Family Office Research LLC | 437 | $221.4K | 0.10% | +437 | New |
| OMNI 360 Wealth, Inc. | 438 | $221.7K | 0.15% | −143−24.6% | Reduced |
| Southland Equity Partners LLC | 440 | $222.5K | 0.05% | +440 | New |
| Verity Asset Management, Inc. | 561 | $222.6K | 0.13% | −50−8.2% | Reduced |
| Advisory Resource Group | 440 | $222.6K | 0.05% | +17+4.0% | Added |
| Websterrogers Financial Advisors, LLC | 440 | $222.6K | 0.08% | +440 | New |
| Sharpepoint LLC | 440 | $222.6K | 0.20% | +440 | New |
| Prosperitas Financial LLC | 440 | $222.9K | 0.11% | −3,963−90.0% | Reduced |
| New World Advisors LLC | 441 | $223.1K | 0.05% | −242−35.4% | Reduced |
| ERTS Wealth Advisors, LLC | 441 | $223.1K | 0.04% | −6−1.3% | Reduced |
| Academy Capital Management Inc | 441 | $223.1K | 0.04% | 00.0% | Unchanged |
| Anchor Pointe Wealth Management, LLC | 440 | $223.4K | 0.29% | +440 | New |
| Sherman Asset Management, Inc. | 442 | $223.6K | 0.20% | +442 | New |
| NTV Asset Management LLC | 443 | $224.1K | 0.03% | +48+12.2% | Added |
| New Perspectives, Inc | 444 | $224.6K | 0.12% | 00.0% | Unchanged |