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 |
|---|---|---|---|---|---|
| Vista Capital Partners, Inc. | 737 | $372.7K | 0.04% | +119+19.3% | Added |
| Muirfield Wealth Advisors LLC | 737 | $372.9K | 0.31% | +300+68.6% | Added |
| Arbor Investment Advisors, LLC | 738 | $373.3K | 0.05% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 713 | $373.3K | 0.09% | −1,861−72.3% | Reduced |
| Boston Research & Management Inc | 740 | $374.3K | 0.09% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 740 | $374.6K | 0.15% | 00.0% | Unchanged |
| Element Wealth, LLC | 742 | $375.3K | 0.20% | +4+0.5% | Added |
| Gemmer Asset Management LLC | 742 | $375.3K | 0.04% | +40+5.7% | Added |
| Leisure Capital Management | 744 | $376.4K | 0.15% | −2,188−74.6% | Reduced |
| Hillsdale Investment Management Inc. | 744 | $376.4K | 0.02% | +160+27.4% | Added |
| XY Planning Network, Inc. | 746 | $377.3K | 0.28% | +746 | New |
| Continuum Wealth Advisors, LLC | 746 | $377.4K | 0.19% | −26−3.4% | Reduced |
| Biltmore Family Office, LLC | 746 | $377.4K | 0.06% | +11+1.5% | Added |
| Cannon Wealth Management Services, LLC | 689 | $377.7K | 0.33% | −165−19.3% | Reduced |
| Acorn Financial Advisory Services Inc | 748 | $378.5K | 0.06% | −187−20.0% | Reduced |
| Creekmur Asset Management LLC | 749 | $378.8K | 0.09% | +1+0.1% | Added |
| Verus Capital Partners, LLC | 749 | $378.9K | 0.04% | −41−5.2% | Reduced |
| CSM Advisors, LLC | 751 | $379.0K | 0.02% | +179+31.3% | Added |
| Sage Private Wealth Group, LLC | 750 | $379.5K | 0.28% | +281+59.9% | Added |
| LWM Advisory Services, LLC | 752 | $379.6K | 0.26% | −12−1.6% | Reduced |
| Caitlin John, LLC | 751 | $379.7K | 0.26% | +113+17.7% | Added |
| Gray Wealth Management Inc. | 751 | $379.9K | 0.14% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 752 | $380.0K | 0.02% | −60−7.4% | Reduced |
| Atticus Wealth Management, LLC | 751 | $380.0K | 0.12% | −43−5.4% | Reduced |
| Sentinus, LLC | 752 | $380.6K | 0.11% | −74−9.0% | Reduced |
| Motive Wealth Advisors | 755 | $381.9K | 0.21% | +110+17.1% | Added |
| Emerald Advisors, LLC | 756 | $382.3K | 0.05% | +14+1.9% | Added |
| M3 Advisory Group, LLC | 757 | $383.1K | 0.27% | −256−25.3% | Reduced |
| Tidemark, LLC | 758 | $383.3K | 0.15% | −111−12.8% | Reduced |
| Redhawk Wealth Advisors, Inc. | 758 | $383.4K | 0.05% | −116−13.3% | Reduced |
| Marino, Stram & Associates LLC | 758 | $383.4K | 0.08% | +32+4.4% | Added |
| Apriem Advisors | 759 | $383.9K | 0.04% | +759 | New |
| Southeast Asset Advisors Inc. | 760 | $384.4K | 0.05% | +91+13.6% | Added |
| Brooks, Moore & Associates, Inc. | 762 | $385.5K | 0.23% | 00.0% | Unchanged |
| Red Lighthouse Investment Management, LLC | 762 | $385.5K | 0.15% | +1+0.1% | Added |
| 180 Wealth Advisors, LLC | 762 | $385.7K | 0.06% | −1,367−64.2% | Reduced |
| McGowan Group Asset Management, Inc. | 763 | $385.7K | 0.05% | −147−16.2% | Reduced |
| Regatta Capital Group, LLC | 764 | $386.3K | 0.07% | −18−2.3% | Reduced |
| Family Management Corp | 765 | $387.0K | 0.06% | −14−1.8% | Reduced |
| Lansing Street Advisors | 766 | $387.6K | 0.14% | +27+3.7% | Added |
| Maven Securities LTD | 768 | $388.5K | 0.06% | −912−54.3% | Reduced |
| Swisher Financial Concepts, Inc. | 768 | $388.5K | 0.46% | −575−42.8% | Reduced |
| Bill Few Associates, Inc. | 769 | $389.0K | 0.14% | −250−24.5% | Reduced |
| Investors Asset Management of Georgia Inc | 769 | $389.0K | 0.19% | 00.0% | Unchanged |
| Narus Financial Partners, LLC | 770 | $389.5K | 0.13% | +48+6.6% | Added |
| Charles Schwab Trust Co | 771 | $390.0K | 0.03% | +99+14.7% | Added |
| Symphony Financial Services, Inc. | 771 | $390.3K | 0.31% | −261−25.3% | Reduced |
| Balentine LLC | 774 | $391.5K | 0.02% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 775 | $392.0K | 0.03% | +10+1.3% | Added |
| Parametrica Management Ltd | 777 | $393.1K | 0.52% | +777 | New |
| Private Capital Management LLC | 780 | $394.6K | 0.08% | +4+0.5% | Added |
| DecisionMap Wealth Management, LLC | 781 | $395.1K | 0.31% | +781 | New |
| Index Fund Advisors, Inc. | 781 | $395.2K | 0.02% | +84+12.1% | Added |
| Kinloch Capital, LLC | 783 | $396.1K | 0.20% | 00.0% | Unchanged |
| Grassi Investment Management | 785 | $397.0K | 0.03% | 00.0% | Unchanged |
| Michels Family Financial, LLC | 786 | $397.6K | 0.36% | +786 | New |
| Wendell David Associates Inc | 787 | $398.0K | 0.04% | 00.0% | Unchanged |
| Truepoint, Inc. | 789 | $399.1K | 0.01% | −293−27.1% | Reduced |
| Staley Capital Advisers Inc | 790 | $399.6K | 0.02% | 00.0% | Unchanged |
| Forefront Analytics, LLC | 787 | $400.4K | 0.19% | +54+7.4% | Added |
| Brogan Financial, Inc. | 792 | $400.9K | 0.20% | +53+7.2% | Added |
| Castleview Partners, LLC | 795 | $401.1K | 0.22% | −370−31.8% | Reduced |
| Park Square Financial Group, LLC | 795 | $402.2K | 0.28% | +795 | New |
| Family Firm, Inc. | 795 | $402.5K | 0.09% | +2+0.3% | Added |
| Elm3 Financial Group, LLC | 797 | $403.2K | 0.34% | +797 | New |
| Claris Financial LLC | 798 | $403.9K | 0.27% | +798 | New |
| Strive Asset Management, LLC | 799 | $404.2K | 0.30% | +799 | New |
| Wisconsin Wealth Advisors, LLC | 800 | $404.5K | 0.60% | +800 | New |
| Voisard Asset Management Group, Inc. | 801 | $405.2K | 0.14% | +3+0.4% | Added |
| JFS Wealth Advisors, LLC | 801 | $405.4K | 0.03% | −2,698−77.1% | Reduced |
| Bangor Savings Bank | 804 | $406.6K | 0.04% | +56+7.5% | Added |
| Ring Mountain Capital, LLC | 807 | $408.2K | 0.27% | +807 | New |
| Everpar Advisors LLC | 808 | $408.7K | 0.21% | −509−38.6% | Reduced |
| Heritage Oak Wealth Advisors LLC | 808 | $408.7K | 0.19% | −259−24.3% | Reduced |
| Accelerate Investment Advisors LLC | 809 | $409.0K | 0.36% | +321+65.8% | Added |
| ETF Portfolio Partners, Inc. | 809 | $409.2K | 0.12% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 809 | $409.3K | 0.09% | −4,235−84.0% | Reduced |
| Capula Management Ltd | 810 | $409.7K | 0.00% | +810 | New |
| BlueChip Wealth Advisors LLC | 810 | $409.9K | 0.23% | +18+2.3% | Added |
| Breakthru Advisory Services, LLC | 811 | $410.3K | 0.37% | +811 | New |
| Trilogy Capital Inc. | 811 | $410.3K | 0.02% | −46−5.4% | Reduced |
| Ameriflex Group, Inc. | 757 | $410.8K | 0.19% | +757 | New |
| Linscomb & Williams, Inc. | 813 | $411.3K | 0.02% | −115−12.4% | Reduced |
| Seamount Financial Group Inc | 814 | $411.8K | 0.28% | −33−3.9% | Reduced |
| Indiana Trust & Investment Management CO | 814 | $411.8K | 0.14% | +18+2.3% | Added |
| Shulman DeMeo Asset Management LLC | 815 | $412.4K | 0.11% | +8+1.0% | Added |
| Vista Investment Partners LLC | 816 | $412.8K | 0.13% | −108−11.7% | Reduced |
| Fortem Financial Group, LLC | 818 | $413.9K | 0.16% | +117+16.7% | Added |
| BCJ Capital Management, LLC | 819 | $414.3K | 0.03% | −71−8.0% | Reduced |
| Bernardo Wealth Planning LLC | 796 | $414.3K | 0.10% | +13+1.7% | Added |
| MinichMacGregor Wealth Management, LLC | 820 | $414.8K | 0.09% | −222−21.3% | Reduced |
| Cooper/Haims Advisors, LLC | 820 | $414.8K | 0.24% | −40−4.7% | Reduced |
| White Pine Capital LLC | 825 | $417.3K | 0.14% | −794−49.0% | Reduced |
| Centennial Wealth Advisory LLC | 826 | $418.1K | 0.16% | +10+1.2% | Added |
| Financial Council Asset Management Inc | 827 | $418.3K | 0.22% | 00.0% | Unchanged |
| Michael S. Ryan, Inc. | 827 | $418.3K | 0.28% | +68+9.0% | Added |
| Cherrydale Wealth Management, LLC | 829 | $419.2K | 0.16% | +9+1.1% | Added |
| Avenue 1 Advisors, LLC | 829 | $419.4K | 0.16% | +10+1.2% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 829 | $419.5K | 0.16% | −60−6.7% | Reduced |
| Beaton Management Co. Inc. | 831 | $420.0K | 0.22% | 00.0% | Unchanged |