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 |
|---|---|---|---|---|---|
| Fairvoy Private Wealth, LLC | 831 | $420.1K | 0.11% | +831 | New |
| Warren Street Wealth Advisors, LLC | 831 | $420.4K | 0.17% | −167−16.7% | Reduced |
| Legacy Trust | 832 | $420.9K | 0.10% | −63−7.0% | Reduced |
| Woodward Diversified Capital, LLC | 833 | $421.4K | 0.31% | −549−39.7% | Reduced |
| CapWealth Advisors, LLC | 833 | $421.4K | 0.05% | +70+9.2% | Added |
| Park Edge Advisors, LLC | 834 | $422.0K | 0.12% | −110−11.7% | Reduced |
| PMV Capital Advisers, LLC | 835 | $422.4K | 1.14% | +835 | New |
| Salvus Wealth Management, LLC | 835 | $422.4K | 0.27% | −234−21.9% | Reduced |
| Moment Partners, LLC | 836 | $422.9K | 0.08% | +836 | New |
| Exchange Bank | 837 | $423.4K | 0.34% | +12+1.5% | Added |
| Liberty Wealth Management LLC | 837 | $423.6K | 0.07% | −12−1.4% | Reduced |
| Clark Financial Services Group Inc | 839 | $424.0K | 0.32% | +46+5.8% | Added |
| Optiver Holding B.V. | 839 | $424.4K | 0.01% | +839 | New |
| Oregon Pacific Wealth Management, LLC | 839 | $424.4K | 0.42% | +839 | New |
| Cairn Investment Group, Inc. | 841 | $425.0K | 0.25% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 797 | $425.1K | 0.19% | +84+11.8% | Added |
| Elevatus Welath Management | 840 | $425.1K | 0.15% | +303+56.4% | Added |
| Exchange Capital Management, Inc. | 843 | $426.4K | 0.07% | +843 | New |
| Victory Financial Group, LLC | 844 | $426.9K | 0.11% | +844 | New |
| BIP Wealth, LLC | 844 | $427.0K | 0.03% | +234+38.4% | Added |
| Towerpoint Wealth, LLC | 845 | $427.5K | 0.21% | −60−6.6% | Reduced |
| Stonekeep Investments, LLC | 846 | $428.1K | 0.32% | −17−2.0% | Reduced |
| Braun-Bostich & Associates Inc. | 848 | $429.0K | 0.31% | −55−6.1% | Reduced |
| Probity Advisors, Inc. | 848 | $429.0K | 0.08% | +264+45.2% | Added |
| Luts & Greenleigh Group, Inc | 849 | $429.6K | 0.42% | −51−5.7% | Reduced |
| Abel Hall, LLC | 851 | $430.5K | 0.27% | −82−8.8% | Reduced |
| Walkner Condon Financial Advisors LLC | 854 | $432.0K | 0.09% | +13+1.5% | Added |
| Pasadena Private Wealth, LLC | 855 | $432.4K | 0.09% | +4+0.5% | Added |
| West Wealth Group, LLC | 855 | $432.9K | 0.13% | +10+1.2% | Added |
| BlackDiamond Wealth Management Inc. | 856 | $433.0K | 0.25% | +6+0.7% | Added |
| Fairview Capital Investment Management, LLC | 856 | $433.0K | 0.02% | 00.0% | Unchanged |
| Juncture Wealth Strategies, LLC | 857 | $433.5K | 0.16% | +4+0.5% | Added |
| Traynor Capital Management, Inc. | 858 | $433.9K | 0.03% | −191−18.2% | Reduced |
| Horizon Wealth Management, LLC | 858 | $433.9K | 0.08% | +1+0.1% | Added |
| Optivise Advisory Services LLC | 861 | $435.6K | 0.23% | −28−3.1% | Reduced |
| Maripau Wealth Management LLC | 861 | $435.7K | 0.26% | +861 | New |
| Westbourne Investments, Inc. | 865 | $437.6K | 0.26% | +865 | New |
| LPWM LLC | 866 | $438.1K | 0.14% | +387+80.8% | Added |
| Foster Victor Wealth Advisors, LLC | 860 | $438.4K | 0.03% | −40−4.4% | Reduced |
| Omnia Family Wealth, LLC | 867 | $438.6K | 0.18% | −27−3.0% | Reduced |
| Syverson Strege & Co | 868 | $439.1K | 0.15% | +206+31.1% | Added |
| Lanham O'Dell & Company, Inc. | 869 | $439.6K | 0.24% | 00.0% | Unchanged |
| Centennial Bank | 869 | $439.6K | 0.21% | 00.0% | Unchanged |
| May Barnhard Investments LLC | 869 | $439.9K | 0.21% | −333−27.7% | Reduced |
| AlphaStar Capital Management, LLC | 870 | $440.1K | 0.05% | +172+24.6% | Added |
| Cherry Tree Wealth Management, LLC | 871 | $440.4K | 0.11% | +56+6.9% | Added |
| Altus Wealth Group LLC | 871 | $440.6K | 0.19% | −37−4.1% | Reduced |
| Financial & Tax Architects, LLC | 871 | $440.6K | 0.11% | +3+0.3% | Added |
| Worth Asset Management, LLC | 873 | $441.6K | 0.24% | −535−38.0% | Reduced |
| Jmac Enterprises LLC | 874 | $442.1K | 0.07% | +51+6.2% | Added |
| Meridian Wealth Partners, LLC | 875 | $442.5K | 0.07% | +6+0.7% | Added |
| Canandaigua National Trust Co of Florida | 875 | $442.6K | 0.35% | +121+16.0% | Added |
| Gallagher Fiduciary Advisors, LLC | 876 | $443.3K | 0.09% | +159+22.2% | Added |
| Rooted Wealth Advisors, Inc. | 864 | $444.0K | 0.17% | +293+51.3% | Added |
| Balboa Wealth Partners | 879 | $444.6K | 0.10% | −209−19.2% | Reduced |
| Tandem Wealth Advisors LLC | 880 | $445.2K | 0.23% | +46+5.5% | Added |
| Lynx Investment Advisory | 880 | $445.2K | 0.30% | 00.0% | Unchanged |
| Mayport, LLC | 882 | $446.0K | 0.13% | −2−0.2% | Reduced |
| Sharp Financial Services, LLC | 885 | $447.5K | 0.34% | +88+11.0% | Added |
| Merriman Wealth Management, LLC | 888 | $449.3K | 0.02% | +178+25.1% | Added |
| waypoint wealth counsel | 891 | $450.7K | 0.29% | +9+1.0% | Added |
| Strengthening Families & Communities, LLC | 892 | $451.0K | 0.26% | +3+0.3% | Added |
| Hanson & Doremus Investment Management | 892 | $451.0K | 0.07% | +473+112.9% | Added |
| Satovsky Asset Management LLC | 893 | $451.5K | 0.10% | −10−1.1% | Reduced |
| Albert D Mason Inc | 894 | $452.2K | 0.30% | +3+0.3% | Added |
| Cascade Investment Group, Inc. | 895 | $452.6K | 0.32% | −15−1.6% | Reduced |
| MTM Investment Management, LLC | 896 | $453.4K | 0.17% | −113−11.2% | Reduced |
| Security Financial Services, INC. | 897 | $453.8K | 0.09% | +47+5.5% | Added |
| Asset Allocation & Management Company, LLC | 900 | $455.0K | 0.25% | +900 | New |
| Innova Wealth Partners | 900 | $455.3K | 0.29% | +900 | New |
| Harel Insurance Investments & Financial Services Ltd. | 901 | $456.0K | 0.01% | −4,323−82.8% | Reduced |
| Western Pacific Wealth Management, LP | 902 | $456.4K | 0.37% | +19+2.2% | Added |
| Rainier Family Wealth Inc | 904 | $457.3K | 0.55% | +904 | New |
| Centerpoint Advisory Group | 905 | $457.8K | 0.44% | +905 | New |
| Watts Gwilliam & Co., LLC | 891 | $458.1K | 0.10% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 909 | $459.8K | 0.36% | +909 | New |
| JGP Wealth Management, LLC | 911 | $460.8K | 0.06% | +71+8.5% | Added |
| Values Added Financial LLC | 913 | $461.9K | 0.27% | −82−8.2% | Reduced |
| Etesian Wealth Advisors, Inc. | 913 | $461.9K | 0.20% | 00.0% | Unchanged |
| Aletheian Wealth Advisors LLC | 913 | $461.9K | 0.27% | −13−1.4% | Reduced |
| Malaga Cove Capital, LLC | 914 | $462.4K | 0.18% | +299+48.6% | Added |
| Barrett & Company, Inc. | 919 | $464.9K | 0.20% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 920 | $465.5K | 0.23% | +1+0.1% | Added |
| Eubel Brady & Suttman Asset Management Inc | 925 | $468.0K | 0.06% | 00.0% | Unchanged |
| One Day In July LLC | 927 | $469.0K | 0.05% | +94+11.3% | Added |
| Klingenstein Fields & Co LP | 928 | $469.4K | 0.02% | +3+0.3% | Added |
| Good Life Advisors, LLC | 928 | $469.5K | 0.03% | −617−39.9% | Reduced |
| Red Wave Investments LLC | 929 | $469.9K | 0.16% | −2−0.2% | Reduced |
| Custom Index Systems, LLC | 929 | $469.9K | 0.25% | +45+5.1% | Added |
| Matisse Capital | 930 | $470.4K | 0.24% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 937 | $474.0K | 0.09% | −14−1.5% | Reduced |
| Seelaus Asset Management LLC | 937 | $474.1K | 0.43% | 00.0% | Unchanged |
| Strata Wealth Advisors, LLC | 938 | $474.5K | 0.15% | −58−5.8% | Reduced |
| Sutton Place Investors LLC | 939 | $475.0K | 0.28% | +46+5.2% | Added |
| Bryce Point Capital, LLC | 939 | $475.0K | 0.14% | +939 | New |
| Eagle Bay Advisors LLC | 941 | $476.3K | 0.30% | −152−13.9% | Reduced |
| MSH Capital Advisors LLC | 942 | $476.4K | 0.15% | −67−6.6% | Reduced |
| Drake & Associates, LLC | 906 | $477.5K | 0.14% | 00.0% | Unchanged |
| Collective Family Office LLC | 944 | $477.5K | 0.13% | −14−1.5% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 946 | $478.0K | 0.18% | +946 | New |