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 |
|---|---|---|---|---|---|
| AlphaCore Capital LLC | 647 | $327.4K | 0.07% | +41+6.8% | Added |
| Peninsula Wealth, LLC | 647 | $327.4K | 0.06% | +30+4.9% | Added |
| Evanson Asset Management, LLC | 648 | $327.9K | 0.02% | 00.0% | Unchanged |
| Keyes, Stange & Wooten Wealth Management, LLC | 651 | $329.3K | 0.19% | −757−53.8% | Reduced |
| Custos Family Office, LLC | 652 | $329.8K | 0.12% | −3−0.5% | Reduced |
| Bennett Associates Wealth Management | 652 | $329.8K | 0.27% | +233+55.6% | Added |
| Landaas & Co | 653 | $330.0K | 0.09% | 00.0% | Unchanged |
| Integris Wealth Management, LLC | 654 | $330.6K | 0.09% | +170+35.1% | Added |
| Independent Family Office, LLC | 655 | $331.3K | 0.17% | 00.0% | Unchanged |
| TradeWell Securities, LLC. | 656 | $331.8K | 0.17% | +656 | New |
| Cohen & Steers, Inc. | 656 | $332.0K | 0.00% | +174+36.1% | Added |
| TFC Financial Management | 656 | $332.1K | 0.05% | −23−3.4% | Reduced |
| Tortoise Investment Management, LLC | 657 | $332.4K | 0.04% | +46+7.5% | Added |
| TCFG Wealth Management, LLC | 659 | $333.2K | 0.17% | 00.0% | Unchanged |
| Orion Capital Management LLC | 659 | $333.4K | 0.15% | −30−4.4% | Reduced |
| Objective Capital Management, LLC | 659 | $333.5K | 0.22% | −148−18.3% | Reduced |
| AJ Advisors, LLC | 660 | $333.7K | 0.17% | +27+4.3% | Added |
| Baxter Bros Inc | 660 | $333.9K | 0.04% | −18−2.7% | Reduced |
| Disciplined Equity Management, Inc. | 660 | $333.9K | 0.22% | 00.0% | Unchanged |
| Lakeshore Financial Planning, Inc. | 660 | $334.2K | 0.14% | 00.0% | Unchanged |
| IMZ Advisory Inc | 662 | $334.9K | 0.15% | +3+0.5% | Added |
| Aufman Associates Inc | 662 | $335.1K | 0.23% | 00.0% | Unchanged |
| Talisman Wealth Advisors LLC | 664 | $336.0K | 0.36% | −8−1.2% | Reduced |
| Covestor Ltd | 665 | $336.0K | 0.21% | +71+12.0% | Added |
| Dentgroup LLC | 665 | $336.4K | 0.26% | −1−0.2% | Reduced |
| bLong Financial, LLC | 667 | $337.4K | 0.28% | +667 | New |
| Winch Advisory Services, LLC | 668 | $337.9K | 0.09% | +44+7.1% | Added |
| Flaharty Asset Management, LLC | 668 | $337.9K | 0.05% | −6−0.9% | Reduced |
| Milestone Asset Management, LLC | 668 | $338.0K | 0.07% | −13−1.9% | Reduced |
| Renaissance Investment Group LLC | 669 | $338.4K | 0.07% | −327−32.8% | Reduced |
| Williams & Novak, LLC | 672 | $339.9K | 0.33% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 672 | $339.9K | 0.06% | −7−1.0% | Reduced |
| GWN Securities Inc. | 642 | $341.0K | 0.09% | +642 | New |
| Crown Wealth Group, LLC | 675 | $341.4K | 0.14% | +5+0.7% | Added |
| Mustard Seed Financial, LLC | 675 | $341.5K | 0.28% | −190−22.0% | Reduced |
| Columbia Asset Management | 676 | $342.0K | 0.07% | −211−23.8% | Reduced |
| Quest Partners LLC | 676 | $342.0K | 0.05% | +441+187.7% | Added |
| Jackson Wealth Management, LLC | 677 | $342.0K | 0.04% | −111−14.1% | Reduced |
| Avaii Wealth Management, LLC | 676 | $342.0K | 0.17% | −30−4.2% | Reduced |
| Capstone Financial Advisors, Inc. | 677 | $342.5K | 0.02% | +3+0.4% | Added |
| Indie Asset Partners, LLC | 677 | $342.6K | 0.27% | +1+0.1% | Added |
| CTC LLC | 679 | $343.5K | 0.03% | −922−57.6% | Reduced |
| West Bancorporation Inc | 679 | $343.5K | 0.23% | +58+9.3% | Added |
| Trust Co | 681 | $344.5K | 0.04% | −113−14.2% | Reduced |
| Sustainable Insight Capital Management, LLC | 681 | $344.5K | 0.15% | 00.0% | Unchanged |
| NDVR, Inc. | 681 | $344.5K | 0.33% | +37+5.7% | Added |
| Octavia Wealth Advisors, LLC | 682 | $345.0K | 0.04% | −94−12.1% | Reduced |
| Hanlon Investment Management, Inc. | 682 | $345.0K | 0.09% | +90+15.2% | Added |
| CWS Financial Advisors, LLC | 684 | $346.0K | 0.11% | 00.0% | Unchanged |
| GSG Advisors LLC | 684 | $346.2K | 0.11% | −62−8.3% | Reduced |
| Shilanski & Associates, Inc. | 687 | $347.3K | 0.11% | −3−0.4% | Reduced |
| Birchcreek Wealth Management, LLC | 687 | $347.5K | 0.22% | −161−19.0% | Reduced |
| Seldon Capital LP | 687 | $347.5K | 0.14% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 688 | $348.0K | 0.17% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 689 | $348.6K | 0.17% | +32+4.9% | Added |
| Sax Wealth Advisors, LLC | 690 | $348.9K | 0.03% | +13+1.9% | Added |
| 4J Wealth Management LLC | 690 | $349.2K | 0.28% | +2+0.3% | Added |
| Horan Capital Advisors, LLC. | 691 | $349.6K | 0.12% | −365−34.6% | Reduced |
| Global Strategic Investment Solutions, LLC | 692 | $350.1K | 0.04% | −91−11.6% | Reduced |
| Peak Retirement Planning, Inc. | 693 | $350.8K | 0.24% | +693 | New |
| Alpine Woods Capital Investors, LLC | 694 | $351.1K | 0.07% | −16−2.3% | Reduced |
| Concentric Capital Strategies, LP | 695 | $351.6K | 0.02% | −3,148−81.9% | Reduced |
| Sovereign Investment Advisors, LLC | 695 | $351.6K | 0.10% | +695 | New |
| Hazlett, Burt & Watson, Inc. | 692 | $352.0K | 0.16% | −3−0.4% | Reduced |
| Westmount Partners, LLC | 696 | $352.2K | 0.11% | −10−1.4% | Reduced |
| Kaydan Wealth Management, Inc. | 697 | $352.6K | 0.12% | −46−6.2% | Reduced |
| Parus Finance (UK) Ltd | 699 | $353.6K | 0.11% | 00.0% | Unchanged |
| Gibraltar Capital Management, Inc. | 700 | $354.1K | 0.16% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 700 | $354.1K | 0.27% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 700 | $354.1K | 0.15% | +700 | New |
| Empirical Asset Management, LLC | 21,856 | $354.7K | 0.12% | +3,157+16.9% | Added |
| Cadent Capital Advisors, LLC | 702 | $355.3K | 0.12% | −220−23.9% | Reduced |
| Purkiss Capital Advisors LLC | 703 | $355.8K | 0.31% | +703 | New |
| NWF Advisory Services Inc. | 704 | $356.1K | 0.05% | −370−34.5% | Reduced |
| Ariston Services Group | 705 | $356.6K | 0.31% | +92+15.0% | Added |
| American Financial Advisors, LLC | 707 | $357.6K | 0.05% | −10−1.4% | Reduced |
| Bath Savings Trust Co | 709 | $358.7K | 0.04% | 00.0% | Unchanged |
| Benin Management CORP | 710 | $359.2K | 0.10% | −109−13.3% | Reduced |
| Emergent Wealth Advisors, LLC | 710 | $359.2K | 0.26% | +26+3.8% | Added |
| Millstone Evans Group, LLC | 712 | $360.2K | 0.25% | +712 | New |
| Lionshead Wealth Management, LLC | 714 | $361.2K | 0.26% | +714 | New |
| Brass Tax Wealth Management, Inc | 716 | $362.4K | 0.08% | +42+6.2% | Added |
| Citizens & Northern Corp | 719 | $363.7K | 0.10% | 00.0% | Unchanged |
| Philadelphia Trust Co | 720 | $364.0K | 0.03% | −231−24.3% | Reduced |
| First United Bank Trust | 720 | $364.2K | 0.13% | −10−1.4% | Reduced |
| International Private Wealth Advisors LLC | 722 | $365.1K | 0.36% | +88+13.9% | Added |
| Lion Street Advisors, LLC | 722 | $365.2K | 0.12% | −219−23.3% | Reduced |
| O'Brien Greene & Co. Inc | 723 | $365.7K | 0.12% | +61+9.2% | Added |
| Worth Financial Advisory Group, LLC | 725 | $366.9K | 0.23% | −3−0.4% | Reduced |
| Curran Financial Partners, LLC | 727 | $367.8K | 0.10% | +143+24.5% | Added |
| BlueSky Wealth Advisors, LLC | 728 | $368.3K | 0.06% | 00.0% | Unchanged |
| RTD Financial Advisors, Inc. | 728 | $368.3K | 0.05% | −16−2.2% | Reduced |
| Wealth Dimensions Group, Ltd. | 729 | $368.8K | 0.09% | +85+13.2% | Added |
| Bank Ozk | 732 | $370.3K | 0.15% | −121−14.2% | Reduced |
| Tectonic Advisors LLC | 732 | $370.3K | 0.02% | −427−36.8% | Reduced |
| Byrne Asset Management LLC | – | $370.8K | 0.26% | – | – |
| Financiere des Professionnels - Fonds d,investissement inc. | 733 | $370.8K | 0.03% | −45−5.8% | Reduced |
| Wayfinding Financial, LLC | 734 | $371.0K | 0.20% | +734 | New |
| Baron Silver Stevens Financial Advisors, LLC | 735 | $371.8K | 0.06% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 736 | $372.3K | 0.11% | −7−0.9% | Reduced |