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 |
|---|---|---|---|---|---|
| Heritage Trust Co | 27,342 | $13.8M | 1.63% | +27,342 | New |
| Coldstream Capital Management Inc | 27,382 | $13.9M | 0.30% | +660+2.5% | Added |
| Allstate Corp | 27,480 | $13.9M | 0.41% | +26,644+3,187.1% | Added |
| Overbrook Management Corp | 27,613 | $14.0M | 3.01% | −1,219−4.2% | Reduced |
| Kornitzer Capital Management Inc | 27,627 | $14.0M | 0.27% | −1,470−5.1% | Reduced |
| Mirabella Financial Services LLP | 27,627 | $14.0M | 1.28% | +27,224+6,755.3% | Added |
| ARS Wealth Advisors Group, LLC | 27,646 | $14.0M | 1.92% | +165+0.6% | Added |
| McRae Capital Management Inc | 27,762 | $14.0M | 2.75% | +85+0.3% | Added |
| Waycross Partners, LLC | 27,794 | $14.1M | 1.82% | +658+2.4% | Added |
| Two Sigma Advisers, LP | 27,800 | $14.1M | 0.03% | +27,800 | New |
| Middleton & Co Inc | 27,815 | $14.1M | 1.55% | −802−2.8% | Reduced |
| Liontrust Investment Partners LLP | 27,821 | $14.1M | 0.20% | +27,821 | New |
| German American Bancorp, Inc. | 27,864 | $14.1M | 1.48% | −6,251−18.3% | Reduced |
| Dakota Wealth Management | 27,908 | $14.1M | 0.33% | −439−1.5% | Reduced |
| Tri Locum Partners LP | 28,115 | $14.2M | 2.95% | +28,115 | New |
| Baader Bank INC | 28,148 | $14.2M | 1.31% | −5,985−17.5% | Reduced |
| Moran Wealth Management, LLC | 28,229 | $14.3M | 0.46% | −488−1.7% | Reduced |
| Gluskin Sheff & Assoc Inc | 28,310 | $14.3M | 1.72% | −5,140−15.4% | Reduced |
| S&CO Inc | 28,360 | $14.3M | 0.97% | +323+1.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 28,360 | $14.3M | 0.06% | +3,507+14.1% | Added |
| Payden & Rygel | 28,380 | $14.4M | 1.24% | +23,800+519.7% | Added |
| Bell Asset Management Ltd | 28,496 | $14.4M | 2.63% | +922+3.3% | Added |
| Penobscot Investment Management Company, Inc. | 28,512 | $14.4M | 1.31% | +252+0.9% | Added |
| Wallington Asset Management, LLC | 28,551 | $14.4M | 2.09% | −7,482−20.8% | Reduced |
| Tower Bridge Advisors | 28,657 | $14.5M | 1.54% | −366−1.3% | Reduced |
| Altrafin AG | 28,791 | $14.6M | 5.05% | +3,956+15.9% | Added |
| L1 Capital International Pty Ltd | 28,921 | $14.6M | 4.49% | +6,097+26.7% | Added |
| American National Bank | 29,001 | $14.7M | 1.64% | +2,315+8.7% | Added |
| Capital International Sarl | 29,124 | $14.7M | 0.34% | −1,045−3.5% | Reduced |
| Sequoia Financial Advisors, LLC | 29,154 | $14.7M | 0.14% | +4,178+16.7% | Added |
| Alaska Permanent Fund Corp | 29,174 | $14.8M | 0.22% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 29,220 | $14.8M | 0.33% | −47−0.2% | Reduced |
| LGT Group Foundation | 29,488 | $14.9M | 0.23% | +11,026+59.7% | Added |
| First Foundation Advisors | 29,492 | $14.9M | 0.56% | −1,470−4.7% | Reduced |
| RiverFront Investment Group, LLC | 29,711 | $15.0M | 0.34% | +2,208+8.0% | Added |
| Edgar Lomax Co | 29,755 | $15.1M | 0.97% | −590−1.9% | Reduced |
| Meridian Wealth Management, LLC | 29,810 | $15.1M | 0.71% | −1,352−4.3% | Reduced |
| Bright Rock Capital Management, LLC | 30,000 | $15.2M | 3.24% | 00.0% | Unchanged |
| Moore Capital Management, LP | 30,000 | $15.2M | 0.28% | +15,000+100.0% | Added |
| BDF-Gestion | 30,050 | $15.2M | 1.57% | +2,002+7.1% | Added |
| Simplex Trading, LLC | 30,088 | $15.2M | 0.43% | +30,088 | New |
| Foyston, Gordon, & Payne Inc | 30,094 | $15.2M | 4.03% | −6,095−16.8% | Reduced |
| King Wealth | 30,097 | $15.2M | 2.22% | +815+2.8% | Added |
| Cyndeo Wealth Partners, LLC | 30,115 | $15.2M | 1.03% | +1,273+4.4% | Added |
| Adell Harriman & Carpenter Inc | 30,267 | $15.3M | 1.07% | −1,422−4.5% | Reduced |
| Abn Amro Investment Solutions | 30,407 | $15.4M | 0.29% | −3,194−9.5% | Reduced |
| Petredis Investment Advisors LLC | 30,685 | $15.5M | 1.60% | −832−2.6% | Reduced |
| Segment Wealth Management, LLC | 30,746 | $15.6M | 1.06% | +547+1.8% | Added |
| Groupe la Francaise | 29,483 | $15.6M | 0.40% | +29,483 | New |
| Advisory Services Network, LLC | 30,840 | $15.6M | 0.29% | −162−0.5% | Reduced |
| Axxcess Wealth Management, LLC | 30,891 | $15.6M | 0.39% | −64−0.2% | Reduced |
| Washington Trust Bank | 30,892 | $15.6M | 1.50% | −1,439−4.5% | Reduced |
| YHB Investment Advisors, Inc. | 31,002 | $15.7M | 1.29% | +178+0.6% | Added |
| Bragg Financial Advisors, Inc | 31,032 | $15.7M | 0.64% | −1,262−3.9% | Reduced |
| New Age Alpha Advisors, LLC | 31,073 | $15.7M | 0.64% | +31,052+147,866.7% | Added |
| Bryn Mawr Trust Co | 31,168 | $15.8M | 0.28% | +2,282+7.9% | Added |
| Marks Group Wealth Management, Inc | 31,226 | $15.8M | 1.56% | +720+2.4% | Added |
| Spire Wealth Management | 31,333 | $15.9M | 0.49% | +31,333 | New |
| Callan Family Office, LLC | 31,361 | $15.9M | 1.01% | +27,963+822.9% | Added |
| Engineers Gate Manager LP | 31,379 | $15.9M | 0.28% | +31,379 | New |
| National Asset Management, Inc. | 31,405 | $15.9M | 0.52% | −6,820−17.8% | Reduced |
| Apollon Wealth Management, LLC | 31,534 | $16.0M | 0.37% | +1,824+6.1% | Added |
| Univest Financial Corp | 31,713 | $16.0M | 1.01% | −649−2.0% | Reduced |
| Venturi Wealth Management, LLC | 31,753 | $16.1M | 0.79% | +2,770+9.6% | Added |
| Empirical Finance, LLC | 31,818 | $16.1M | 0.93% | −405−1.3% | Reduced |
| Park Avenue Securities LLC | 32,034 | $16.2M | 0.17% | +1,412+4.6% | Added |
| La Banque Postale Asset Management SA | 32,038 | $16.2M | 0.22% | −33,579−51.2% | Reduced |
| Chesley Taft & Associates LLC | 32,129 | $16.3M | 0.75% | +258+0.8% | Added |
| CCM Investment Advisers LLC | 32,346 | $16.4M | 1.81% | +2,288+7.6% | Added |
| Kestra Private Wealth Services, LLC | 32,394 | $16.4M | 0.28% | −2,106−6.1% | Reduced |
| Adams Diversified Equity Fund, Inc. | 32,400 | $16.4M | 0.62% | 00.0% | Unchanged |
| Raub Brock Capital Management LP | 32,629 | $16.5M | 3.51% | +393+1.2% | Added |
| Stonebridge Capital Advisors LLC | 32,634 | $16.5M | 1.33% | +1,369+4.4% | Added |
| Alpha Cubed Investments, LLC | 33,054 | $16.7M | 0.76% | −52,895−61.5% | Reduced |
| Resources Investment Advisors, LLC. | 33,289 | $16.8M | 0.20% | +3,056+10.1% | Added |
| QV Investors Inc. | 33,304 | $16.8M | 1.74% | −28,130−45.8% | Reduced |
| Hutchinson Capital Management | 33,503 | $16.9M | 3.20% | +173+0.5% | Added |
| Level Four Advisory Services, LLC | 33,760 | $17.1M | 0.70% | −391−1.1% | Reduced |
| Garrison Bradford & Associates Inc | 33,798 | $17.1M | 17.91% | −226−0.7% | Reduced |
| WSFS Capital Management, LLC | 33,843 | $17.1M | 0.92% | −4,412−11.5% | Reduced |
| Stephens Inc | 33,845 | $17.1M | 0.24% | −8,601−20.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 33,869 | $17.1M | 0.67% | −2,101−5.8% | Reduced |
| Shelton Capital Management | 34,200 | $17.3M | 0.43% | +4,182+13.9% | Added |
| Terry L. Blaker | 34,534 | $17.5M | 0.67% | +160.0% | Added |
| Parallel Advisors, LLC | 34,536 | $17.5M | 0.39% | −2,102−5.7% | Reduced |
| Harbor Investment Advisory, LLC | 34,565 | $17.5M | 1.64% | −256−0.7% | Reduced |
| Argent Trust Co | 34,820 | $17.6M | 0.72% | +1,606+4.8% | Added |
| Albion Financial Group | 34,833 | $17.6M | 1.21% | −1,174−3.3% | Reduced |
| Atria Wealth Solutions, Inc. | 34,991 | $17.7M | 0.19% | −2,630−7.0% | Reduced |
| Cumberland Partners Ltd | 35,030 | $17.7M | 1.24% | −25,944−42.5% | Reduced |
| Freestone Capital Holdings, LLC | 35,099 | $17.8M | 0.61% | +205+0.6% | Added |
| Fred Alger Management, LLC | 35,223 | $17.8M | 0.08% | −164,237−82.3% | Reduced |
| Stillwater Capital Advisors, LLC | 35,267 | $17.8M | 2.21% | +348+1.0% | Added |
| HealthInvest Partners AB | 35,202 | $17.9M | 8.48% | −288−0.8% | Reduced |
| Act Two Investors LLC | 35,357 | $17.9M | 3.48% | −29,319−45.3% | Reduced |
| Canada Post Corp Registered Pension Plan | 35,593 | $18.0M | 1.06% | +35,593 | New |
| Violich Capital Management, Inc. | 35,755 | $18.1M | 2.35% | −1,670−4.5% | Reduced |
| Independent Advisor Alliance | 36,104 | $18.3M | 0.24% | −2,075−5.4% | Reduced |
| Hamilton Capital Partners Inc. | 36,111 | $18.3M | 1.36% | +3,081+9.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 36,115 | $18.3M | 0.69% | −2,641−6.8% | Reduced |