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 |
|---|---|---|---|---|---|
| Elite Life Management LLC | 567 | $286.8K | 0.85% | +3+0.5% | Added |
| Flywheel Private Wealth LLC | 567 | $286.8K | 0.26% | +567 | New |
| Aspen Investment Management Inc | 568 | $287.0K | 0.13% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 568 | $287.1K | 0.04% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 568 | $287.3K | 0.06% | −34−5.6% | Reduced |
| Promethium Advisors,llc | 568 | $287.3K | 0.20% | −20−3.4% | Reduced |
| Destination Wealth Management | 568 | $287.5K | 0.01% | +64+12.7% | Added |
| Heartwood Wealth Advisors LLC | 572 | $289.4K | 0.03% | −24−4.0% | Reduced |
| Kera Capital Partners, Inc. | 572 | $289.4K | 0.08% | +572 | New |
| Intrepid Capital Management Inc | 572 | $289.4K | 0.15% | +44+8.3% | Added |
| Woodstock Corp | 573 | $289.9K | 0.03% | −10−1.7% | Reduced |
| Axiom Financial Strategies, LLC | 575 | $290.9K | 0.16% | +20+3.6% | Added |
| Clark Asset Management, LLC | 577 | $291.7K | 0.05% | +31+5.7% | Added |
| Roman Butler Fullerton & Co | 537 | $291.9K | 0.09% | −527−49.5% | Reduced |
| M. Kraus & Co | 577 | $291.9K | 0.09% | −16−2.7% | Reduced |
| Lathrop Investment Management Corp | 577 | $292.0K | 0.06% | +577 | New |
| Client 1st Advisory Group, LLC | 578 | $292.4K | 0.11% | −32−5.2% | Reduced |
| V2 Financial group LLC | 578 | $292.4K | 0.18% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 541 | $292.8K | 0.16% | −1,359−71.5% | Reduced |
| Olistico Wealth, LLC | 579 | $293.1K | 0.17% | −28−4.6% | Reduced |
| JBGlobal.com LLC | 582 | $294.4K | 0.31% | +582 | New |
| Triton Wealth Management, PLLC | 493 | $294.7K | 0.15% | +40+8.8% | Added |
| Howard Capital Management Group, LLC | 584 | $295.4K | 0.02% | 00.0% | Unchanged |
| Birch Financial Group, LLC | 585 | $296.1K | 0.33% | +585 | New |
| Legacy Financial Strategies, LLC | 587 | $296.2K | 0.06% | −20−3.3% | Reduced |
| Berkshire Money Management, Inc. | 586 | $296.4K | 0.03% | +586 | New |
| Cynosure Management, LLC | 587 | $296.9K | 0.04% | −310−34.6% | Reduced |
| SJS Investment Consulting Inc. | 587 | $296.9K | 0.05% | −70−10.7% | Reduced |
| Hopwood Financial Services, Inc. | 589 | $298.1K | 0.23% | +589 | New |
| Vigilare Wealth Management | 590 | $298.5K | 0.12% | −755−56.1% | Reduced |
| Fort Sheridan Advisors LLC | 590 | $298.5K | 0.04% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 591 | $299.0K | 0.00% | −438−42.6% | Reduced |
| Northwest Wealth Management, LLC | 591 | $299.0K | 0.06% | −164−21.7% | Reduced |
| Willis Johnson & Associates, Inc. | 593 | $299.8K | 0.02% | −39−6.2% | Reduced |
| ProVise Management Group, LLC | 593 | $299.8K | 0.03% | −163−21.6% | Reduced |
| Strategic Financial Concepts, LLC | 594 | $300.3K | 0.06% | +157+35.9% | Added |
| Capital Advisors Wealth Management, LLC | 594 | $300.7K | 0.05% | +109+22.5% | Added |
| Old Point Trust & Financial Services N A | 595 | $301.0K | 0.11% | 00.0% | Unchanged |
| Truvestments Capital LLC | 595 | $301.2K | 0.08% | +4+0.7% | Added |
| Northstar Group, Inc. | 596 | $301.5K | 0.05% | +13+2.2% | Added |
| Hobbs Group Advisors, LLC | 598 | $302.4K | 0.11% | −107−15.2% | Reduced |
| SK Wealth Management, LLC | 601 | $303.9K | 0.15% | 00.0% | Unchanged |
| Sterling Group Wealth Management, LLC | 604 | $305.5K | 0.16% | 00.0% | Unchanged |
| Coerente Capital Management | 605 | $306.0K | 0.06% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 605 | $306.0K | 0.14% | +148+32.4% | Added |
| Helium Advisors LLC | 605 | $306.1K | 0.24% | +605 | New |
| Taylor & Morgan Wealth Management, LLC | 606 | $306.6K | 0.22% | −143−19.1% | Reduced |
| Compass Ion Advisors, LLC | 606 | $306.7K | 0.04% | +5+0.8% | Added |
| WBH Advisory Inc | 606 | $306.7K | 0.03% | +168+38.4% | Added |
| Kohmann Bosshard Financial Services, LLC | 608 | $307.6K | 0.04% | 00.0% | Unchanged |
| McDaniel Terry & Co | 608 | $308.0K | 0.03% | 00.0% | Unchanged |
| Center For Asset Management LLC | 609 | $308.1K | 0.20% | +192+46.0% | Added |
| Xcel Wealth Management, LLC | 610 | $308.6K | 0.09% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 611 | $309.0K | 0.06% | +30+5.2% | Added |
| Oldfather Financial Services, LLC | 611 | $309.1K | 0.12% | −16−2.6% | Reduced |
| 1858 Wealth Management, LLC | 611 | $309.1K | 0.24% | +37+6.4% | Added |
| Newton One Investments LLC | 611 | $309.2K | 0.12% | −63−9.3% | Reduced |
| LBMC Investment Advisors, LLC | 612 | $309.6K | 0.02% | −35−5.4% | Reduced |
| Element Pointe Advisors, LLC | 612 | $309.6K | 0.07% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 612 | $309.6K | 0.14% | +194+46.4% | Added |
| Frazier Financial Advisors, LLC | 610 | $309.8K | 0.25% | −7−1.1% | Reduced |
| Ground Swell Capital, LLC | 614 | $310.6K | 0.68% | +241+64.6% | Added |
| Hamilton Capital, LLC | 616 | $311.6K | 0.02% | +44+7.7% | Added |
| Garde Capital, Inc. | 616 | $312.0K | 0.02% | +90+17.1% | Added |
| One Charles Private Wealth Services, LLC | 618 | $312.6K | 0.11% | +26+4.4% | Added |
| Peak Planning Group, LLC | 618 | $312.6K | 0.13% | +27+4.6% | Added |
| Endowment Wealth Management, Inc. | 619 | $313.1K | 0.21% | −10−1.6% | Reduced |
| Baker Ellis Asset Management LLC | 619 | $313.1K | 0.05% | −115−15.7% | Reduced |
| Von Berge Wealth Management Group, LLC | 574 | $313.3K | 0.19% | −9−1.5% | Reduced |
| Crumly & Associates Inc. | 622 | $314.6K | 0.09% | −1−0.2% | Reduced |
| CJM Wealth Advisers, Ltd. | 624 | $315.7K | 0.11% | 00.0% | Unchanged |
| Zhang Financial LLC | 625 | $316.1K | 0.02% | −42−6.3% | Reduced |
| KDT Advisors, LLC | 625 | $316.2K | 0.46% | +625 | New |
| Sittner & Nelson, LLC | 626 | $316.8K | 0.14% | +2+0.3% | Added |
| Walker Asset Management, LLC | 626 | $316.9K | 0.19% | −192−23.5% | Reduced |
| Signet Financial Management, LLC | 627 | $317.2K | 0.04% | −95−13.2% | Reduced |
| Seed Wealth Management, Inc. | 627 | $317.2K | 0.26% | 00.0% | Unchanged |
| Lifelong Wealth Advisors, Inc. | 627 | $317.2K | 0.14% | +627 | New |
| Echo45 Advisors LLC | 619 | $317.8K | 0.21% | +38+6.5% | Added |
| Napatree Capital LLC | 629 | $318.2K | 0.19% | +89+16.5% | Added |
| Tuttle Tactical Management | 629 | $318.2K | 1.64% | +160+34.1% | Added |
| Private Client Services, LLC | 629 | $318.3K | 0.17% | +2+0.3% | Added |
| Yeomans Consulting Group, Inc. | 630 | $318.7K | 0.12% | −34−5.1% | Reduced |
| Stephenson & Company, Inc. | 631 | $319.2K | 0.21% | +2+0.3% | Added |
| Waterway Wealth Management, LLC | 631 | $319.3K | 0.14% | +60+10.5% | Added |
| 4WEALTH Advisors, Inc. | 631 | $319.4K | 0.33% | +631 | New |
| Alliance Wealth Advisors, LLC | 633 | $320.2K | 0.18% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 635 | $321.2K | 0.04% | −20−3.1% | Reduced |
| Lafayette Investments, Inc. | 635 | $321.2K | 0.07% | −65−9.3% | Reduced |
| Stewardship Advisors, LLC | 637 | $322.2K | 0.09% | +122+23.7% | Added |
| Cottonwood Capital Advisors, LLC | 638 | $322.7K | 0.23% | −32−4.8% | Reduced |
| Rise Advisors, LLC | 638 | $322.9K | 0.16% | −1−0.2% | Reduced |
| Mascoma Wealth Management LLC | 639 | $323.2K | 0.08% | −15−2.3% | Reduced |
| Teamwork Financial Advisors, LLC | 639 | $323.4K | 0.04% | +41+6.9% | Added |
| Francis Financial, Inc. | 932 | $325.3K | 0.08% | +302+47.9% | Added |
| H&H Retirement Design & Management INC | 698 | $325.6K | 0.20% | −142−16.9% | Reduced |
| Tobias Financial Advisors, Inc. | 645 | $326.3K | 0.07% | +48+8.0% | Added |
| Dash Acquisitions Inc. | 602 | $326.6K | 0.07% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 646 | $326.9K | 0.09% | 00.0% | Unchanged |
| Union Savings Bank | 647 | $327.3K | 0.16% | 00.0% | Unchanged |