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 |
|---|---|---|---|---|---|
| Narwhal Capital Management | 36,161 | $18.3M | 1.62% | −6,687−15.6% | Reduced |
| Modera Wealth Management, LLC | 36,336 | $18.4M | 0.22% | −201−0.6% | Reduced |
| LGT Fund Management Co Ltd. | 36,351 | $18.4M | 1.61% | +403+1.1% | Added |
| TCG Advisory Services, LLC | 36,404 | $18.4M | 0.77% | −974−2.6% | Reduced |
| Pinnacle Associates Ltd | 36,682 | $18.6M | 0.25% | −3,868−9.5% | Reduced |
| Appleton Partners Inc | 36,843 | $18.6M | 1.38% | −803−2.1% | Reduced |
| Copeland Capital Management, LLC | 36,868 | $18.7M | 0.35% | −5,958−13.9% | Reduced |
| JLB & Associates Inc | 37,008 | $18.7M | 2.54% | −278−0.7% | Reduced |
| Eagle Global Advisors LLC | 37,203 | $18.8M | 0.77% | +1,245+3.5% | Added |
| Marco Investment Management LLC | 37,235 | $18.8M | 1.63% | +570+1.6% | Added |
| Compagnie Lombard Odier SCmA | 37,236 | $18.8M | 0.28% | +3,427+10.1% | Added |
| Madison Asset Management, LLC | 37,613 | $19.0M | 0.21% | −338−0.9% | Reduced |
| Madison Investment Advisors, LLC | 37,613 | $19.0M | 0.21% | +37,613 | New |
| Private Capital Advisors, Inc. | 37,937 | $19.2M | 2.28% | −138−0.4% | Reduced |
| LMCG Investments, LLC | 37,974 | $19.2M | 1.18% | +4,022+11.8% | Added |
| Cim, LLC | 38,052 | $19.2M | 2.74% | −134−0.4% | Reduced |
| First Financial Bankshares Inc | 38,193 | $19.3M | 0.42% | +112+0.3% | Added |
| Vinva Investment Management Ltd | 38,079 | $19.3M | 0.75% | −1,018−2.6% | Reduced |
| First Citizens Bank & Trust Co | 38,520 | $19.5M | 0.36% | −2,534−6.2% | Reduced |
| Salem Investment Counselors Inc | 38,538 | $19.5M | 0.64% | +727+1.9% | Added |
| Bridgeway Capital Management, LLC | 38,613 | $19.5M | 0.44% | +3,665+10.5% | Added |
| Silvercrest Asset Management Group LLC | 38,796 | $19.6M | 0.13% | +12,550+47.8% | Added |
| Trust Co of Vermont | 38,993 | $19.7M | 0.96% | +3,268+9.1% | Added |
| Trajan Wealth LLC | 39,047 | $19.8M | 1.09% | +4,747+13.8% | Added |
| Gabelli Funds LLC | 39,055 | $19.8M | 0.15% | +5,060+14.9% | Added |
| RSM US Wealth Management LLC | 39,204 | $19.9M | 0.29% | +3,132+8.7% | Added |
| Barlow Wealth Partners, Inc. | 36,704 | $19.9M | 2.52% | +2,250+6.5% | Added |
| Advisors Asset Management, Inc. | 39,729 | $20.1M | 0.37% | −1,365−3.3% | Reduced |
| Great Valley Advisor Group, Inc. | 39,923 | $20.2M | 0.45% | −1,039−2.5% | Reduced |
| Anchor Capital Advisors LLC | 39,952 | $20.2M | 0.58% | −1,477−3.6% | Reduced |
| First Eagle Investment Management, LLC | 40,041 | $20.3M | 0.05% | −372,133−90.3% | Reduced |
| Colonial Trust Advisors | 40,095 | $20.3M | 1.80% | −865−2.1% | Reduced |
| Trillium Asset Management, LLC | 40,112 | $20.3M | 0.53% | −502−1.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 40,162 | $20.3M | 1.07% | −300−0.7% | Reduced |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 40,163 | $20.3M | 5.03% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 40,171 | $20.3M | 1.02% | +157+0.4% | Added |
| Snowden Capital Advisors LLC | 40,202 | $20.3M | 0.63% | −11,225−21.8% | Reduced |
| Wealthcare Capital Partners, LLC | 40,233 | $20.4M | 10.60% | +40,233 | New |
| Patten & Patten Inc | 40,277 | $20.4M | 1.35% | +870+2.2% | Added |
| Mirae Asset Securities (USA) Inc. | 40,326 | $20.4M | 0.95% | +27,126+205.5% | Added |
| Empowered Funds, LLC | 40,399 | $20.4M | 0.30% | +8,302+25.9% | Added |
| First National Trust Co | 40,412 | $20.4M | 0.77% | −501−1.2% | Reduced |
| Braun Stacey Associates Inc | 40,983 | $20.7M | 0.77% | −4,958−10.8% | Reduced |
| Andra AP-fonden | 41,400 | $20.9M | 0.34% | +700+1.7% | Added |
| D.A. Davidson & Co. | 41,791 | $21.1M | 0.17% | −2,697−6.1% | Reduced |
| Oak Ridge Investments LLC | 41,946 | $21.2M | 1.67% | +2,227+5.6% | Added |
| E. Ohman J:or Asset Management AB | 41,970 | $21.2M | 0.49% | +4,590+12.3% | Added |
| Burney Co | 42,032 | $21.3M | 0.75% | −923−2.1% | Reduced |
| Trust Co of Virginia | 42,246 | $21.4M | 1.97% | −171−0.4% | Reduced |
| Motley Fool Asset Management LLC | 42,546 | $21.5M | 1.12% | +940+2.3% | Added |
| Hendershot Investments Inc. | 42,630 | $21.6M | 2.94% | +1,055+2.5% | Added |
| First American Bank | 42,634 | $21.6M | 1.52% | +1,187+2.9% | Added |
| Pittenger & Anderson Inc | 42,634 | $21.6M | 0.78% | +136+0.3% | Added |
| Phoenix Holdings Ltd. | 42,744 | $21.6M | 0.30% | +1,045+2.5% | Added |
| Cable Car Capital LLC | 43,000 | $21.8M | 1.66% | +43,000 | New |
| JPL Wealth Management, LLC | 43,317 | $21.9M | 6.28% | +43,317 | New |
| Callahan Advisors, LLC | 43,835 | $22.2M | 2.09% | +266+0.6% | Added |
| Dana Investment Advisors, Inc. | 43,901 | $22.2M | 0.73% | +116+0.3% | Added |
| Meiji Yasuda Life Insurance Co | 43,981 | $22.2M | 0.42% | −3,663−7.7% | Reduced |
| Lockheed Martin Investment Management Co | 44,010 | $22.3M | 0.89% | −3,250−6.9% | Reduced |
| New Mexico Educational Retirement Board | 44,020 | $22.3M | 0.75% | −1,000−2.2% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 44,174 | $22.3M | 0.30% | +2,469+5.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 44,175 | $22.3M | 0.05% | −2,515−5.4% | Reduced |
| Brighton Jones LLC | 44,249 | $22.4M | 0.65% | +28,231+176.2% | Added |
| Pinebridge Investments, L.P. | 44,318 | $22.4M | 0.17% | −69,757−61.2% | Reduced |
| Arnhold LLC | 44,551 | $22.5M | 2.22% | +555+1.3% | Added |
| Focus Financial Network, Inc. | 44,709 | $22.6M | 0.90% | −1,725−3.7% | Reduced |
| Pensionmark Financial Group, LLC | 44,800 | $22.7M | 0.62% | +3,225+7.8% | Added |
| Citizens Financial Group Inc | 44,946 | $22.7M | 0.44% | +1,910+4.4% | Added |
| Meridiem Capital Partners LP | 45,030 | $22.8M | 2.14% | +45,030 | New |
| Whittier Trust Co of Nevada Inc | 45,088 | $22.8M | 0.56% | +729+1.6% | Added |
| Dorsey & Whitney Trust CO LLC | 45,126 | $22.8M | 1.26% | +141+0.3% | Added |
| GAM Holding AG | 45,274 | $22.9M | 1.71% | +12,499+38.1% | Added |
| Clearstead Advisors, LLC | 45,326 | $22.9M | 0.35% | −606−1.3% | Reduced |
| Nicola Wealth Management Ltd. | 45,400 | $23.0M | 2.17% | +9,000+24.7% | Added |
| Investment Management Corp of Ontario | 45,553 | $23.0M | 0.76% | +15,032+49.3% | Added |
| Triglav Skladi, D.O.O. | 45,723 | $23.1M | 1.82% | +45,723 | New |
| Lombard Odier Asset Management (Europe) Ltd | 46,202 | $23.4M | 1.50% | −15,674−25.3% | Reduced |
| Banco Santander, S.A. | 46,381 | $23.5M | 0.28% | −9,703−17.3% | Reduced |
| NewEdge Wealth, LLC | 46,486 | $23.5M | 0.41% | −651−1.4% | Reduced |
| Central Trust Co | 46,537 | $23.5M | 0.58% | −24,616−34.6% | Reduced |
| Novare Capital Management LLC | 46,688 | $23.6M | 1.99% | +451+1.0% | Added |
| Choate Investment Advisors | 46,944 | $23.8M | 0.57% | +3,742+8.7% | Added |
| Capstone Investment Advisors, LLC | 47,094 | $23.8M | 0.24% | +35,542+307.7% | Added |
| Benjamin Edwards Inc | 47,285 | $23.9M | 0.34% | +2,738+6.1% | Added |
| Kempen Capital Management N.V. | 47,606 | $24.1M | 0.24% | −3,890−7.6% | Reduced |
| NEOS Investment Management LLC | 48,357 | $24.5M | 0.58% | +9,403+24.1% | Added |
| Mesirow Financial Investment Management, Inc. | 49,161 | $24.9M | 0.49% | +1,097+2.3% | Added |
| Oversea-Chinese Banking CORP Ltd | 49,145 | $24.9M | 0.71% | +9,204+23.0% | Added |
| Synovus Financial Corp | 49,296 | $24.9M | 0.32% | −817−1.6% | Reduced |
| Securian Asset Management, Inc | 49,462 | $25.0M | 0.73% | −1,611−3.2% | Reduced |
| D'Orazio & Associates, Inc. | 49,483 | $25.0M | 3.69% | −2,864−5.5% | Reduced |
| Louisiana State Employees Retirement System | 49,500 | $25.0M | 0.47% | −2,500−4.8% | Reduced |
| Glenview Trust Co | 49,572 | $25.1M | 0.47% | +1,776+3.7% | Added |
| Maryland State Retirement & Pension System | 49,680 | $25.1M | 0.54% | −3,263−6.2% | Reduced |
| Diversified Trust Co | 49,745 | $25.2M | 0.61% | +6,158+14.1% | Added |
| Mill Capital Management, LLC | 49,819 | $25.2M | 1.99% | +50.0% | Added |
| Cohen Capital Management, Inc. | 49,942 | $25.3M | 4.22% | −383−0.8% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 49,944 | $25.3M | 0.59% | −2,040−3.9% | Reduced |
| Commerzbank Aktiengesellschaft | 49,987 | $25.3M | 0.61% | −4,908−8.9% | Reduced |