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 |
|---|---|---|---|---|---|
| Shakespeare Wealth Management, Inc. | 444 | $224.6K | 0.06% | +9+2.1% | Added |
| Whelan Financial | 445 | $224.9K | 0.09% | +445 | New |
| KFA Private Wealth Group, LLC | 445 | $225.1K | 0.09% | +15+3.5% | Added |
| Gray Private Wealth, LLC | 445 | $225.2K | 0.13% | −17−3.7% | Reduced |
| Pin Oak Investment Advisors Inc | 386 | $226.0K | 0.21% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 447 | $226.1K | 0.07% | −496−52.6% | Reduced |
| 25 LLC | 447 | $226.1K | 0.10% | +9+2.1% | Added |
| BLB&B Advisors, LLC | 447 | $226.1K | 0.01% | +14+3.2% | Added |
| HWG Holdings LP | 448 | $226.6K | 0.07% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 448 | $226.6K | 0.05% | +4+0.9% | Added |
| Weaver Consulting Group | 449 | $227.1K | 0.07% | −5−1.1% | Reduced |
| Awm Capital, LLC | 449 | $227.3K | 0.03% | +65+16.9% | Added |
| Purus Wealth Management, LLC | 450 | $227.6K | 0.09% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 450 | $227.6K | 0.02% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 451 | $228.1K | 0.06% | +451 | New |
| RWM Asset Management, LLC | 453 | $229.2K | 0.04% | +2+0.4% | Added |
| Fortis Capital Advisors, LLC | 389 | $229.6K | 0.08% | −45−10.4% | Reduced |
| Gutierrez Wealth Advisory, LLC | 454 | $229.7K | 0.19% | +454 | New |
| MBA Advisors LLC | 454 | $229.7K | 0.12% | −125−21.6% | Reduced |
| Aberdeen Wealth Management LLC | 455 | $230.2K | 0.16% | 00.0% | Unchanged |
| Addison Advisors LLC | 455 | $230.2K | 0.06% | −25−5.2% | Reduced |
| Exeter Financial, LLC | 456 | $230.5K | 0.11% | +1+0.2% | Added |
| Gallacher Capital Management LLC | 457 | $231.1K | 0.11% | −13−2.8% | Reduced |
| Massachusetts Wealth Management | 457 | $231.2K | 0.14% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 458 | $231.7K | 0.05% | +458 | New |
| Brown Capital Management LLC | 459 | $232.2K | 0.01% | −247−35.0% | Reduced |
| Phocas Financial Corp. | 460 | $232.7K | 0.03% | 00.0% | Unchanged |
| Prudent Investors Network | 461 | $233.2K | 0.07% | −681−59.6% | Reduced |
| CVFG LLC | 461 | $233.2K | 0.21% | +461 | New |
| Hager Investment Management Services, LLC | 462 | $233.7K | 0.15% | +462 | New |
| CBIZ Investment Advisory Services, LLC | 463 | $234.1K | 0.01% | +1+0.2% | Added |
| Independent Wealth Network Inc. | 464 | $234.8K | 0.10% | +101+27.8% | Added |
| Briaud Financial Planning, Inc | 466 | $235.0K | 0.10% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 466 | $235.7K | 0.08% | +7+1.5% | Added |
| Pure Portfolios Holdings LLC | 467 | $236.2K | 0.09% | +23+5.2% | Added |
| Raffa Wealth Management, LLC | 467 | $236.2K | 0.05% | +16+3.5% | Added |
| Blue Barn Wealth, LLC | 467 | $236.2K | 0.12% | −160−25.5% | Reduced |
| Prescott Group Capital Management, L.L.C. | 467 | $236.2K | 0.03% | +467 | New |
| George Kaiser Family Foundation | 467 | $236.2K | 0.03% | +467 | New |
| MB, Levis & Associates, LLC | 467 | $236.3K | 0.12% | −20−4.1% | Reduced |
| Cosner Financial Group, LLC | 467 | $236.4K | 0.15% | +2+0.4% | Added |
| Embree Financial Group | 468 | $236.6K | 0.04% | −4−0.8% | Reduced |
| Acorns Advisers, LLC | 468 | $237.0K | 0.00% | +112+31.5% | Added |
| Rareview Capital LLC | 406 | $237.1K | 0.17% | 00.0% | Unchanged |
| Private Capital Management, LLC | 469 | $237.2K | 0.03% | +1+0.2% | Added |
| City National Bank of Florida | 469 | $237.2K | 0.22% | +469 | New |
| Capital Advantage, Inc. | 469 | $237.2K | 0.04% | +469 | New |
| EPG Wealth Management LLC | 470 | $237.6K | 0.06% | −29−5.8% | Reduced |
| WD Rutherford LLC | 470 | $237.8K | 0.11% | −67−12.5% | Reduced |
| Wealthquest Corp | 470 | $237.8K | 0.02% | +34+7.8% | Added |
| Key Client Fiduciary Advisors, LLC | 471 | $238.5K | 0.11% | −14−2.9% | Reduced |
| GK Wealth Management LLC | 472 | $238.8K | 0.30% | +472 | New |
| WestHill Financial Advisors, Inc. | 473 | $239.3K | 0.05% | −12−2.5% | Reduced |
| N.E.W. Advisory Services LLC | 474 | $239.6K | 0.02% | −27−5.4% | Reduced |
| Genesis Private Wealth, LLC | 474 | $239.8K | 0.13% | +474 | New |
| SFE Investment Counsel | 475 | $240.3K | 0.05% | −90−15.9% | Reduced |
| Centricity Wealth Management, LLC | 475 | $240.3K | 0.22% | +475 | New |
| Accel Wealth Management | 476 | $241.0K | 0.09% | −85−15.2% | Reduced |
| RW Investment Management LLC | 477 | $241.3K | 0.03% | −38−7.4% | Reduced |
| VisionPoint Advisory Group, LLC | 481 | $242.7K | 0.08% | −102−17.5% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 480 | $242.8K | 0.02% | −204−29.8% | Reduced |
| Hobbs Wealth Management, LLC | 480 | $242.8K | 0.28% | +480 | New |
| High Probability Advisors, LLC | 481 | $243.3K | 0.04% | −25−4.9% | Reduced |
| Warm Springs Advisors Inc. | 481 | $243.3K | 0.23% | +481 | New |
| Greenspring Advisors, LLC | 482 | $243.8K | 0.05% | −60−11.1% | Reduced |
| Quartz Partners, LLC | 482 | $243.8K | 0.15% | +50+11.6% | Added |
| Wiser Wealth Management, Inc | 482 | $243.8K | 0.07% | +61+14.5% | Added |
| LCNB Corp | 483 | $244.3K | 0.09% | +21+4.5% | Added |
| Kuhn & Co Investment Counsel | 483 | $244.3K | 0.21% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 503 | $244.4K | 0.15% | +503 | New |
| Lodestar Private Asset Management LLC | 484 | $244.9K | 0.03% | −61−11.2% | Reduced |
| Foundry Partners, LLC | 485 | $245.3K | 0.01% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 420 | $245.6K | 0.04% | 00.0% | Unchanged |
| Prospect Financial Group LLC | 486 | $245.8K | 0.30% | +486 | New |
| Colton Groome Financial Advisors, LLC | 487 | $246.4K | 0.09% | +87+21.8% | Added |
| Potentia Wealth | 490 | $247.9K | 0.11% | +490 | New |
| NorthStar Asset Management LLC | 491 | $248.2K | 0.16% | +1+0.2% | Added |
| Capital Planning LLC | 491 | $248.4K | 0.07% | +79+19.2% | Added |
| CFC Planning Co LLC | 491 | $248.4K | 0.27% | +491 | New |
| Manchester Financial Inc | 491 | $248.5K | 0.05% | 00.0% | Unchanged |
| Howard Wealth Management, LLC | 491 | $248.6K | 0.13% | −104−17.5% | Reduced |
| Fountainhead AM, LLC | 493 | $249.2K | 0.05% | +85+20.8% | Added |
| Convergence Financial, LLC | 493 | $249.6K | 0.05% | −59−10.7% | Reduced |
| PCA Investment Advisory Services Inc. | 494 | $249.9K | 0.12% | +5+1.0% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 496 | $250.9K | 0.06% | +37+8.1% | Added |
| Intelligence Driven Advisers, LLC | 496 | $250.9K | 0.05% | +44+9.7% | Added |
| jvl associates llc | 496 | $250.9K | 0.10% | +4+0.8% | Added |
| Keystone Wealth Services, LLC | 496 | $251.0K | 0.07% | −61−11.0% | Reduced |
| Legacy Wealth Management, Inc | 497 | $251.4K | 0.02% | −53−9.6% | Reduced |
| Bell Investment Advisors, Inc | 498 | $251.9K | 0.05% | +13+2.7% | Added |
| Affinity Capital Advisors, LLC | 490 | $252.1K | 0.05% | +17+3.6% | Added |
| Brave Warrior Advisors, LLC | 499 | $252.4K | 0.01% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 500 | $252.9K | 0.12% | −707−58.6% | Reduced |
| NJ State Employees Deferred Compensation Plan | 500 | $252.9K | 0.03% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 500 | $252.9K | 0.08% | 00.0% | Unchanged |
| Samjo Management, LLC | 500 | $252.9K | 0.10% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 500 | $252.9K | 0.04% | +500 | New |
| Macroview Investment Management LLC | 500 | $252.9K | 0.26% | +500 | New |
| Pennington Partners & Co., LLC | 500 | $252.9K | 0.13% | +500 | New |
| Prakash Investment Advisors LLC | 500 | $252.9K | 0.25% | +500 | New |