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 |
|---|---|---|---|---|---|
| United Services Automobile Association | 71,940 | $36.4M | 1.19% | +3,513+5.1% | Added |
| Gulf International Bank (UK) Ltd | 71,990 | $36.4M | 0.92% | −749−1.0% | Reduced |
| BSN Capital Partners Ltd | 72,818 | $36.4M | 1.46% | +24,298+50.1% | Added |
| Magnetar Financial LLC | 72,227 | $36.5M | 0.84% | +39,988+124.0% | Added |
| WestEnd Advisors, LLC | 72,247 | $36.5M | 0.93% | −7,292−9.2% | Reduced |
| Port Capital LLC | 72,792 | $36.8M | 1.68% | +1,174+1.6% | Added |
| Pacer Advisors, Inc. | 73,275 | $37.1M | 0.08% | +4,295+6.2% | Added |
| United Capital Financial Advisers, LLC | 73,746 | $37.3M | 0.32% | +447+0.6% | Added |
| Atria Investments LLC | 74,562 | $37.7M | 0.47% | −12,129−14.0% | Reduced |
| Oppenheimer Asset Management Inc. | 74,630 | $37.8M | 0.46% | −13,216−15.0% | Reduced |
| Senator Investment Group LP | 75,000 | $37.9M | 1.11% | +75,000 | New |
| Allworth Financial LP | 73,038 | $38.0M | 0.21% | +2,564+3.6% | Added |
| Park West Asset Management LLC | 75,100 | $38.0M | 3.16% | +7,000+10.3% | Added |
| Suvretta Capital Management, LLC | 75,198 | $38.0M | 1.41% | −71,647−48.8% | Reduced |
| Bailard, Inc. | 75,294 | $38.1M | 0.97% | −393−0.5% | Reduced |
| Aquatic Capital Management LLC | 75,543 | $38.2M | 1.03% | +75,543 | New |
| PFM Health Sciences, LP | 75,588 | $38.2M | 2.91% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 75,597 | $38.2M | 1.31% | +16,571+28.1% | Added |
| Achmea Investment Management B.V. | 75,870 | $38.4M | 0.63% | −6,708−8.1% | Reduced |
| Capital Advisors Inc | 75,974 | $38.4M | 0.77% | +9,197+13.8% | Added |
| Blue Whale Capital LLP | 76,152 | $38.5M | 2.86% | +76,152 | New |
| Railway Pension Investments Ltd | 76,456 | $38.7M | 0.51% | −3,800−4.7% | Reduced |
| Hantz Financial Services, Inc. | 76,855 | $38.9M | 0.68% | −10,403−11.9% | Reduced |
| Wealthfront Advisers LLC | 77,269 | $39.1M | 0.11% | +6,941+9.9% | Added |
| Aptus Capital Advisors, LLC | 77,467 | $39.2M | 0.47% | +15,175+24.4% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 77,913 | $39.4M | 0.69% | +77,913 | New |
| Mizuho Markets Americas LLC | 78,180 | $39.5M | 0.76% | +78,180 | New |
| Oregon Public Employees Retirement Fund | 78,900 | $39.9M | 0.73% | −153−0.2% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 78,976 | $40.0M | 2.08% | −6,693−7.8% | Reduced |
| Man Group plc | 79,160 | $40.0M | 0.12% | +6,881+9.5% | Added |
| Rockland Trust Co | 79,442 | $40.2M | 2.04% | +1,461+1.9% | Added |
| Aureus Asset Management, LLC | 80,515 | $40.7M | 2.63% | −774−1.0% | Reduced |
| Martingale Asset Management L P | 80,605 | $40.8M | 0.99% | −4,639−5.4% | Reduced |
| Avanza Fonder AB | 80,776 | $40.9M | 1.21% | +80,776 | New |
| NS Partners Ltd | 80,815 | $40.9M | 1.69% | −851−1.0% | Reduced |
| Vident Advisory, LLC | 81,032 | $41.0M | 0.72% | +68,536+548.5% | Added |
| Deprince Race & Zollo Inc | 81,222 | $41.1M | 0.81% | +4,817+6.3% | Added |
| Chilton Capital Management LLC | 81,316 | $41.1M | 1.73% | −1,356−1.6% | Reduced |
| Toroso Investments, LLC | 82,300 | $41.6M | 0.34% | +46,842+132.1% | Added |
| EP Wealth Advisors, LLC | 83,544 | $42.3M | 0.34% | −3,106−3.6% | Reduced |
| Elo Mutual Pension Insurance Co | 84,269 | $42.6M | 0.91% | −3,202−3.7% | Reduced |
| Douglas Lane & Associates, LLC | 84,702 | $42.8M | 0.60% | +1,406+1.7% | Added |
| Quintet Private Bank (Europe) S.A. | 84,832 | $42.9M | 2.36% | −9,947−10.5% | Reduced |
| Ethic Inc. | 85,739 | $43.4M | 0.88% | +8,716+11.3% | Added |
| Brinker Capital Investments, LLC | 86,906 | $44.0M | 0.44% | −2,861−3.2% | Reduced |
| Orion Portfolio Solutions, LLC | 86,906 | $44.0M | 0.44% | −2,861−3.2% | Reduced |
| Mizuho Securities USA LLC | 87,222 | $44.1M | 0.80% | +27,343+45.7% | Added |
| Provident Investment Management, Inc. | 87,347 | $44.2M | 4.22% | −1,044−1.2% | Reduced |
| RMB Capital Management, LLC | 88,967 | $45.0M | 1.04% | +1,941+2.2% | Added |
| Segall Bryant & Hamill, LLC | 89,175 | $45.1M | 0.62% | +1,956+2.2% | Added |
| Atalanta Sosnoff Capital, LLC | 90,259 | $45.7M | 0.99% | −57,790−39.0% | Reduced |
| Umb Bank N A | 90,310 | $45.7M | 0.72% | −3,081−3.3% | Reduced |
| Davis R M Inc | 90,541 | $45.8M | 0.89% | −986−1.1% | Reduced |
| Whittier Trust Co | 91,213 | $46.1M | 0.61% | +1,226+1.4% | Added |
| Group One Trading, L.P. | 91,424 | $46.2M | 1.57% | +84,278+1,179.4% | Added |
| Voloridge Investment Management, LLC | 93,006 | $47.0M | 0.17% | +93,006 | New |
| Federated Hermes, Inc. | 93,286 | $47.2M | 0.10% | −46,806−33.4% | Reduced |
| Advisors Capital Management, LLC | 93,625 | $47.4M | 0.74% | −1,562−1.6% | Reduced |
| D. E. Shaw & Co., Inc. | 94,646 | $47.9M | 0.05% | −628,615−86.9% | Reduced |
| NFJ Investment Group, LLC | 94,729 | $47.9M | 1.54% | −1,774−1.8% | Reduced |
| Douglass Winthrop Advisors, LLC | 95,427 | $48.3M | 0.94% | −131,732−58.0% | Reduced |
| Guggenheim Capital LLC | 96,392 | $48.8M | 0.40% | −2,609−2.6% | Reduced |
| Freestone Grove Partners LP | 96,645 | $48.9M | 0.60% | +96,645 | New |
| Gradient Investments LLC | 97,007 | $49.1M | 0.99% | +1,288+1.3% | Added |
| Smith Chas P & Associates Pa Cpas | 97,736 | $49.4M | 2.84% | +376+0.4% | Added |
| Samlyn Capital, LLC | 97,758 | $49.5M | 0.79% | +97,758 | New |
| Kestra Advisory Services, LLC | 97,989 | $49.6M | 0.27% | +4,087+4.4% | Added |
| JustInvest LLC | 98,610 | $49.9M | 0.75% | −2,916−2.9% | Reduced |
| Premier Fund Managers Ltd | 100,000 | $50.8M | 1.81% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 102,789 | $52.0M | 0.37% | +12,587+14.0% | Added |
| Nippon Life Global Investors Americas, Inc. | 103,750 | $52.5M | 2.42% | −11,350−9.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 104,004 | $52.6M | 0.17% | −3,304−3.1% | Reduced |
| Rafferty Asset Management, LLC | 104,372 | $52.8M | 0.19% | +10,712+11.4% | Added |
| Yousif Capital Management, LLC | 104,387 | $52.8M | 0.58% | −2,542−2.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 104,490 | $52.9M | 1.88% | +17,815+20.6% | Added |
| Ceredex Value Advisors LLC | 105,237 | $53.2M | 1.07% | +105,237 | New |
| Country Trust Bank | 105,750 | $53.5M | 1.34% | +105,299+23,347.9% | Added |
| National Philanthropic Trust | 106,120 | $53.7M | 0.77% | +32,863+44.9% | Added |
| GW&K Investment Management, LLC | 107,225 | $54.2M | 0.46% | −1,990−1.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 107,454 | $54.4M | 0.74% | +149+0.1% | Added |
| Vontobel Holding Ltd. | 107,558 | $54.4M | 0.19% | −1,251,300−92.1% | Reduced |
| First Long Island Investors, LLC | 107,680 | $54.5M | 4.33% | +1,307+1.2% | Added |
| BLI - Banque de Luxembourg Investments | 107,210 | $54.5M | 1.48% | +107,210 | New |
| Woodley Farra Manion Portfolio Management Inc | 107,799 | $54.5M | 2.72% | +787+0.7% | Added |
| CWM, LLC | 108,481 | $54.9M | 0.23% | +9,206+9.3% | Added |
| Donaldson Capital Management, LLC | 108,821 | $55.0M | 2.10% | +1,936+1.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 109,390 | $55.3M | 0.12% | −4,351−3.8% | Reduced |
| Polar Capital Holdings Plc | 110,116 | $55.7M | 0.31% | −11,807−9.7% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 110,086 | $55.9M | 1.77% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 114,504 | $56.1M | 0.23% | +10,826+10.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 111,492 | $57.0M | 0.68% | +46,667+72.0% | Added |
| Heritage Wealth Advisors | 113,082 | $57.2M | 2.84% | +1,177+1.1% | Added |
| Vulcan Value Partners, LLC | 113,489 | $57.4M | 0.96% | +113,489 | New |
| Quantinno Capital Management LP | 113,867 | $57.6M | 0.57% | +13,505+13.5% | Added |
| Alta Capital Management LLC | 114,383 | $57.9M | 3.45% | −3,254−2.8% | Reduced |
| Ancora Advisors, LLC | 114,909 | $58.1M | 1.30% | −331−0.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 115,631 | $58.5M | 0.20% | −5,885−4.8% | Reduced |
| Mutual of America Capital Management LLC | 116,972 | $59.2M | 0.64% | −3,764−3.1% | Reduced |
| ING Groep NV | 117,274 | $59.3M | 0.40% | +7,308+6.6% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 117,588 | $59.5M | 2.32% | +35,259+42.8% | Added |