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 |
|---|---|---|---|---|---|
| Clifford Swan Investment Counsel LLC | 50,019 | $25.3M | 0.91% | −2,043−3.9% | Reduced |
| Massmutual Trust Co FSB | 50,557 | $25.6M | 0.72% | +1,233+2.5% | Added |
| DSG Capital Advisors, LLC | 50,619 | $25.6M | 4.64% | +50,619 | New |
| Cornerstone Advisors, LLC | 50,703 | $25.6M | 1.02% | +300+0.6% | Added |
| Guardian Capital LP | 50,934 | $25.8M | 0.96% | +290+0.6% | Added |
| Allianz SE | 50,813 | $25.8M | 0.67% | −2,047−3.9% | Reduced |
| Davis Selected Advisers | 51,115 | $25.9M | 0.15% | −170.0% | Reduced |
| Stack Financial Management, Inc | 51,206 | $25.9M | 2.37% | −230−0.4% | Reduced |
| Wesleyan Assurance Society | 51,375 | $26.0M | 1.99% | +11,550+29.0% | Added |
| FineMark National Bank & Trust | 51,609 | $26.1M | 0.91% | −98−0.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 51,799 | $26.2M | 0.45% | −20,175−28.0% | Reduced |
| Wesbanco Bank Inc | 51,868 | $26.2M | 0.90% | +2,365+4.8% | Added |
| HB Wealth Management, LLC | 51,986 | $26.3M | 0.27% | +1,029+2.0% | Added |
| HM Payson & Co | 52,353 | $26.5M | 0.45% | −833−1.6% | Reduced |
| Norinchukin Bank, The | 52,375 | $26.5M | 0.56% | +3,101+6.3% | Added |
| Blue Chip Partners, Inc. | 52,517 | $26.6M | 2.28% | −147−0.3% | Reduced |
| Woodline Partners LP | 52,657 | $26.6M | 0.18% | +52,657 | New |
| Hemenway Trust Co LLC | 53,187 | $26.9M | 2.18% | +1,271+2.4% | Added |
| Metis Global Partners, LLC | 53,203 | $26.9M | 0.81% | +1,027+2.0% | Added |
| Williams Jones Wealth Management, LLC. | 53,704 | $27.2M | 0.33% | +1,703+3.3% | Added |
| Union Bancaire Privee, UBP SA | 55,396 | $27.2M | 0.48% | +55,396 | New |
| Azimuth Capital Investment Management LLC | 53,866 | $27.2M | 1.06% | +561+1.1% | Added |
| Vestcor Inc | 53,990 | $27.3M | 0.90% | −1,297−2.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 53,832 | $27.4M | 0.29% | −19,795−26.9% | Reduced |
| Oddo BHF Asset Management SAS | 54,142 | $27.4M | 1.38% | −22,387−29.3% | Reduced |
| Bamco Inc | 54,390 | $27.5M | 0.07% | −2,500−4.4% | Reduced |
| Old National Bancorp | 54,443 | $27.5M | 0.65% | −1,710−3.0% | Reduced |
| Annex Advisory Services, LLC | 54,550 | $27.6M | 0.83% | +12,595+30.0% | Added |
| Campbell Newman Asset Management Inc | 54,558 | $27.6M | 2.22% | −4,500−7.6% | Reduced |
| Chilton Investment Co LLC | 54,766 | $27.7M | 0.71% | +5,514+11.2% | Added |
| Tower Research Capital LLC (TRC) | 54,849 | $27.7M | 0.55% | +3,365+6.5% | Added |
| RBF Capital, LLC | 55,000 | $27.8M | 1.45% | 00.0% | Unchanged |
| Ieq Capital, LLC | 55,142 | $27.9M | 0.27% | −10,990−16.6% | Reduced |
| Wedgewood Partners Inc | 55,384 | $28.0M | 5.52% | −2,651−4.6% | Reduced |
| LGT Capital Partners Ltd. | 56,030 | $28.3M | 1.08% | −24,006−30.0% | Reduced |
| London & Capital Asset Management Ltd | 56,089 | $28.4M | 2.42% | +56,089 | New |
| RE Advisers Corp | 56,200 | $28.4M | 0.69% | +56,200 | New |
| Foundations Investment Advisors, LLC | 56,265 | $28.5M | 0.55% | +7,961+16.5% | Added |
| Todd Asset Management LLC | 56,816 | $28.7M | 0.69% | +908+1.6% | Added |
| Associated Banc-Corp | 56,846 | $28.8M | 0.87% | −2,632−4.4% | Reduced |
| Hartford Investment Management Co | 56,893 | $28.8M | 0.94% | −1,226−2.1% | Reduced |
| Illinois Municipal Retirement Fund | 57,157 | $28.9M | 0.41% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 57,323 | $29.0M | 1.07% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 57,802 | $29.2M | 0.11% | −84,694−59.4% | Reduced |
| Northwest & Ethical Investments L.P. | 58,327 | $29.5M | 0.80% | −39,398−40.3% | Reduced |
| Community Trust & Investment Co | 58,501 | $29.6M | 1.83% | +969+1.7% | Added |
| Kennedy Capital Management, Inc. | 58,546 | $29.6M | 0.66% | +6,672+12.9% | Added |
| Polaris Capital Management, LLC | 58,552 | $29.6M | 1.43% | −600−1.0% | Reduced |
| Aristotle Atlantic Partners, LLC | 58,675 | $29.7M | 0.93% | −2,801−4.6% | Reduced |
| Beacon Pointe Advisors, LLC | 59,105 | $29.9M | 0.33% | −4,251−6.7% | Reduced |
| Oppenheimer & Co Inc | 59,320 | $30.0M | 0.45% | +830+1.4% | Added |
| Acadian Asset Management LLC | 59,358 | $30.0M | 0.09% | +833+1.4% | Added |
| Fulton Breakefield Broenniman LLC | 59,447 | $30.1M | 2.15% | −770−1.3% | Reduced |
| Avidity Partners Management LP | 60,000 | $30.4M | 3.03% | −27,400−31.4% | Reduced |
| BlackBarn Capital Partners LP | 60,000 | $30.4M | 11.95% | +34,300+133.5% | Added |
| Adviser Investments LLC | 60,031 | $30.4M | 0.37% | +565+1.0% | Added |
| Galvin, Gaustad & Stein, LLC | 60,167 | $30.4M | 2.73% | −806−1.3% | Reduced |
| Night Owl Capital Management, LLC | 60,302 | $30.5M | 3.94% | +2,544+4.4% | Added |
| Raiffeisen Bank International AG | 60,109 | $30.5M | 0.46% | +60,109 | New |
| Rhenman & Partners Asset Management AB | 60,530 | $30.6M | 3.15% | −12,170−16.7% | Reduced |
| Bokf, NA | 59,205 | $30.8M | 0.52% | −5,760−8.9% | Reduced |
| Silvant Capital Management LLC | 61,263 | $31.0M | 1.29% | −30,979−33.6% | Reduced |
| Sabal Trust CO | 61,926 | $31.3M | 1.81% | +443+0.7% | Added |
| Farmers & Merchants Investments Inc | 62,025 | $31.4M | 0.98% | −42−0.1% | Reduced |
| River Road Asset Management, LLC | 62,224 | $31.5M | 0.42% | +20,559+49.3% | Added |
| Sit Investment Associates Inc | 62,896 | $31.8M | 0.72% | −7,563−10.7% | Reduced |
| Kentucky Retirement Systems | 63,456 | $32.1M | 0.95% | −874−1.4% | Reduced |
| Parsifal Capital Management, LP | 63,900 | $32.3M | 2.70% | +27,700+76.5% | Added |
| AltraVue Capital, LLC | 64,130 | $32.4M | 2.70% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 64,282 | $32.5M | 0.18% | −2,305−3.5% | Reduced |
| Ironvine Capital Partners, LLC | 64,359 | $32.6M | 3.49% | +567+0.9% | Added |
| Auxier Asset Management | 64,816 | $32.8M | 5.08% | −1,725−2.6% | Reduced |
| South Dakota Investment Council | 65,171 | $33.0M | 0.66% | −2,988−4.4% | Reduced |
| F/M Investments LLC | 65,814 | $33.3M | 1.23% | −10,051−13.2% | Reduced |
| MBB Public Markets I LLC | 66,094 | $33.4M | 3.96% | +17,135+35.0% | Added |
| DJE Kapital AG | 66,702 | $33.6M | 0.79% | +66,702 | New |
| Prime Capital Investment Advisors, LLC | 66,429 | $33.6M | 0.49% | +1,362+2.1% | Added |
| Exencial Wealth Advisors, LLC | 66,565 | $33.7M | 1.24% | −9,770−12.8% | Reduced |
| Palisade Asset Management, LLC | 66,685 | $33.7M | 3.42% | +1,432+2.2% | Added |
| Prudential PLC | 66,916 | $33.9M | 0.17% | −3,501−5.0% | Reduced |
| Tudor Investment Corp Et Al | 67,532 | $34.2M | 0.36% | +67,532 | New |
| Penn Davis McFarland Inc | 67,547 | $34.2M | 3.72% | +12,085+21.8% | Added |
| Jones Financial Companies LLLP | 67,586 | $34.2M | 0.03% | +20,012+42.1% | Added |
| Eagle Ridge Investment Management | 67,611 | $34.2M | 2.98% | −598−0.9% | Reduced |
| Generate Investment Management Ltd | 67,628 | $34.2M | 2.39% | +23,710+54.0% | Added |
| Maple Capital Management, Inc. | 67,732 | $34.3M | 2.52% | +1,066+1.6% | Added |
| Conning Inc. | 67,793 | $34.3M | 1.20% | −1,118−1.6% | Reduced |
| Avantax Advisory Services, Inc. | 67,950 | $34.4M | 0.22% | +315+0.5% | Added |
| Thunderbird Partners LLP | 68,116 | $34.5M | 55.73% | +12,857+23.3% | Added |
| Shell Asset Management Co | 68,152 | $34.5M | 1.51% | −375−0.5% | Reduced |
| Osterweis Capital Management Inc | 68,173 | $34.5M | 1.60% | +16,682+32.4% | Added |
| Heritage Investors Management Corp | 68,313 | $34.6M | 1.12% | +1,262+1.9% | Added |
| Flputnam Investment Management Co | 68,603 | $34.7M | 0.63% | −2,262−3.2% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 69,016 | $34.9M | 1.12% | +2,272+3.4% | Added |
| Peapack Gladstone Financial Corp | 69,055 | $34.9M | 0.51% | −1,663−2.4% | Reduced |
| Fiduciary Trust Co | 69,828 | $35.3M | 0.47% | +738+1.1% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 69,966 | $35.4M | 0.56% | +69,966 | New |
| TownSquare Capital, LLC | 70,767 | $35.8M | 0.40% | −15,114−17.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 71,433 | $36.1M | 1.00% | −38,919−35.3% | Reduced |
| Hardman Johnston Global Advisors LLC | 71,871 | $36.4M | 1.50% | +8,289+13.0% | Added |