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
- 3,685
- +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 | 3,395 | $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 |
|---|---|---|---|---|---|
| Old Mission Investment Co LLC | 500 | $253.0K | 0.08% | +50+11.1% | Added |
| Orgel Wealth Management, LLC | 501 | $253.4K | 0.01% | +6+1.2% | Added |
| Campbell Wealth Management | 502 | $254.0K | 0.02% | +109+27.7% | Added |
| Meridian Financial, LLC | 503 | $254.4K | 0.18% | −80−13.7% | Reduced |
| MAS Advisors LLC | 503 | $254.5K | 0.43% | −5−1.0% | Reduced |
| Wharton Business Group, LLC | 504 | $255.0K | 0.01% | 00.0% | Unchanged |
| Select Asset Management & Trust | 504 | $255.0K | 0.10% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 505 | $255.2K | 0.17% | +505 | New |
| Laffer Tengler Investments | 505 | $255.5K | 0.05% | −202−28.6% | Reduced |
| Taylor Financial Group, Inc. | 505 | $255.5K | 0.18% | 00.0% | Unchanged |
| Team Financial Group, LLC | 506 | $255.8K | 0.15% | +1+0.2% | Added |
| United Bank | 506 | $256.0K | 0.03% | −30−5.6% | Reduced |
| GFG Capital, LLC | 506 | $256.0K | 0.07% | −104−17.0% | Reduced |
| TruWealth Advisors, LLC | 506 | $256.3K | 0.02% | −58−10.3% | Reduced |
| Jackson Thornton Asset Management, LLC | 507 | $256.5K | 0.03% | +111+28.0% | Added |
| Pavion Blue Capital, LLC | 508 | $257.0K | 0.12% | 00.0% | Unchanged |
| Vista Investment Partners II, LLC | 508 | $257.0K | 0.15% | +508 | New |
| Horizon Financial Services, LLC | 509 | $257.4K | 0.14% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 509 | $257.5K | 0.03% | +1+0.2% | Added |
| Sachetta, LLC | 510 | $257.7K | 0.10% | −27−5.0% | Reduced |
| Dougherty Wealth Advisers LLC | 510 | $258.0K | 0.20% | 00.0% | Unchanged |
| Wealthcare Capital Management LLC | 510 | $258.0K | 0.03% | +11+2.2% | Added |
| Eaton-Cambridge Inc. | 512 | $259.0K | 0.12% | +18+3.6% | Added |
| Perissos Private Wealth Management, LLC | 512 | $259.2K | 0.19% | +512 | New |
| Hutchens & Kramer Investment Management Group, LLC | 513 | $259.5K | 0.14% | −47−8.4% | Reduced |
| Curated Wealth Partners LLC | 514 | $260.0K | 0.03% | +4+0.8% | Added |
| Eagle Strategies LLC | 516 | $261.1K | 0.05% | +8+1.6% | Added |
| GSB Wealth Management, LLC | 517 | $261.9K | 0.07% | +6+1.2% | Added |
| Burr Financial Services, LLC | 520 | $263.0K | 0.18% | −527−50.3% | Reduced |
| Dynamic Financial Group | 520 | $263.0K | 0.27% | +520 | New |
| Harvest Investment Services, LLC | 522 | $264.1K | 0.06% | +93+21.7% | Added |
| Meriwether Wealth & Planning, LLC | 522 | $264.1K | 0.19% | +522 | New |
| Houlihan Financial Resource Group, Ltd. | 524 | $265.0K | 0.11% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 524 | $265.1K | 0.06% | 00.0% | Unchanged |
| Sentry LLC | 525 | $265.6K | 0.05% | 00.0% | Unchanged |
| Financial Advisory Corp | 526 | $266.0K | 0.10% | +118+28.9% | Added |
| LifeSteps Financial, Inc. | 526 | $266.1K | 0.20% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 528 | $266.4K | 0.06% | −502−48.7% | Reduced |
| Alpha Zero LLC | 527 | $266.6K | 0.20% | +527 | New |
| Alesco Advisors LLC | 529 | $267.6K | 0.01% | −25−4.5% | Reduced |
| Hillman Capital Management, Inc. | 529 | $267.6K | 0.10% | +58+12.3% | Added |
| Verde Capital Management | 529 | $267.6K | 0.08% | −165−23.8% | Reduced |
| Investment Advisory Group, LLC | 529 | $267.8K | 0.09% | +17+3.3% | Added |
| Edgemoor Investment Advisors, Inc. | 530 | $268.1K | 0.02% | −11−2.0% | Reduced |
| ORG Wealth Partners, LLC | 530 | $268.5K | 0.08% | −246−31.7% | Reduced |
| Crew Capital Management, Ltd. | 531 | $268.6K | 0.22% | 00.0% | Unchanged |
| Wintrust Investments LLC | 532 | $269.0K | 0.24% | −44−7.6% | Reduced |
| Saxony Capital Management, LLC | 532 | $269.0K | 0.24% | −2−0.4% | Reduced |
| Transce3nd, LLC | 533 | $269.6K | 0.09% | +533 | New |
| Infrastructure Capital Advisors, LLC | 535 | $270.6K | 0.04% | +114+27.1% | Added |
| Sandbox Financial Partners, LLC | 535 | $270.7K | 0.09% | +17+3.3% | Added |
| Oakwell Private Wealth Management, LLC | 536 | $271.1K | 0.08% | 00.0% | Unchanged |
| Frederick Financial Consultants, LLC | 536 | $271.3K | 0.22% | +536 | New |
| Cypress Financial Planning LLC | 537 | $271.6K | 0.10% | −2−0.4% | Reduced |
| Vision Capital Management, Inc. | 537 | $271.6K | 0.04% | +537 | New |
| Acima Private Wealth, LLC | 538 | $272.2K | 0.09% | 00.0% | Unchanged |
| Phillips Financial Management, LLC | 539 | $272.7K | 0.02% | +53+10.9% | Added |
| Puff Wealth Management, LLC | 540 | $273.2K | 0.48% | +540 | New |
| Focused Wealth Management, Inc | 540 | $273.4K | 0.04% | −37−6.4% | Reduced |
| Elyxium Wealth, LLC | 541 | $273.7K | 0.17% | −1,196−68.9% | Reduced |
| Retirement Planning Co of New England, Inc. | 541 | $273.7K | 0.13% | +78+16.8% | Added |
| Vicus Capital | 541 | $273.8K | 0.02% | +58+12.0% | Added |
| Matrix Private Capital Group LLC | 542 | $274.2K | 0.16% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 542 | $274.2K | 0.11% | +406+298.5% | Added |
| Cambridge Financial Group, LLC | 543 | $274.5K | 0.12% | 00.0% | Unchanged |
| Acorn Creek Capital LLC | 544 | $275.2K | 0.14% | −72−11.7% | Reduced |
| Investmark Advisory Group LLC | 544 | $275.3K | 0.13% | −187−25.6% | Reduced |
| Blue Investment Partners LLC | 545 | $275.7K | 0.10% | 00.0% | Unchanged |
| Dearborn Partners LLC | 545 | $275.7K | 0.01% | +42+8.3% | Added |
| Laurel Wealth Planning LLC | 545 | $276.0K | 0.18% | 00.0% | Unchanged |
| First Citizens Financial Corp | 546 | $276.2K | 0.15% | −3−0.5% | Reduced |
| Parthenon LLC | 546 | $276.2K | 0.03% | +60+12.3% | Added |
| Journey Beyond Wealth, LLC | 547 | $276.7K | 0.26% | +547 | New |
| Vermillion & White Wealth Management Group, LLC | 547 | $276.8K | 0.20% | +150+37.8% | Added |
| Foguth Wealth Management, LLC. | 521 | $277.2K | 0.07% | +113+27.7% | Added |
| Rollins Financial Advisors, LLC | 549 | $277.5K | 0.04% | −48−8.0% | Reduced |
| Magnolia Wealth Management, LLC | 550 | $278.2K | 0.19% | 00.0% | Unchanged |
| Mainsail Asset Management, LLC | 550 | $278.2K | 0.19% | 00.0% | Unchanged |
| RFG - Bristol Wealth Advisors, LLC | 552 | $279.0K | 0.09% | +552 | New |
| Carrera Capital Advisors | 553 | $279.8K | 0.07% | +47+9.3% | Added |
| Wick Capital Partners, LLC | 555 | $280.5K | 0.08% | +74+15.4% | Added |
| Barry Investment Advisors, LLC | 555 | $280.7K | 0.09% | +3+0.5% | Added |
| Kraft Asset Management, LLC | 517 | $280.9K | 0.22% | −10−1.9% | Reduced |
| Crestline Management, LP | 556 | $281.3K | 0.01% | −902−61.9% | Reduced |
| Burke & Herbert Bank & Trust Co | 556 | $281.3K | 0.07% | 00.0% | Unchanged |
| First Financial Group Corp | 556 | $281.3K | 0.31% | +556 | New |
| Clarity Wealth Advisors, LLC | 556 | $281.3K | 0.08% | −25−4.3% | Reduced |
| PSI Advisors, LLC | 557 | $281.6K | 0.08% | +226+68.3% | Added |
| Paces Ferry Wealth Advisors, LLC | 557 | $281.8K | 0.14% | −4−0.7% | Reduced |
| G2 Capital Management, LLC | 557 | $281.9K | 0.08% | +2+0.4% | Added |
| Armis Advisers, LLC | 558 | $282.0K | 0.03% | +558 | New |
| Legacy Financial Group, Inc. | 559 | $282.8K | 0.09% | −19−3.3% | Reduced |
| Forza Wealth Management, LLC | 560 | $283.3K | 0.13% | −130−18.8% | Reduced |
| Future Financial Wealth Managment LLC | 561 | $283.8K | 0.21% | −500−47.1% | Reduced |
| Wedgewood Investors Inc | 561 | $283.8K | 0.33% | 00.0% | Unchanged |
| Range Financial Group LLC | 563 | $284.8K | 0.13% | +563 | New |
| Lakewood Asset Management LLC | 565 | $285.6K | 0.20% | +2+0.4% | Added |
| Oxford Asset Management LLP | 566 | $286.3K | 0.13% | +566 | New |
| AdviceOne Advisory Services, LLC | 566 | $286.3K | 0.25% | +566 | New |
| Standard Family Office LLC | 567 | $286.8K | 0.35% | 00.0% | Unchanged |