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
- 3,684
- +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
- 1,386 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 | 3,054 | $202.4B |
| Q4 2025 | 3,311 | $248.2B |
| Q3 2025 | 3,168 | $253.5B |
| Q2 2025 | 3,185 | $241.1B |
| Q1 2025 | 3,613 | $424.3B |
| Q4 2024 | 3,684 | $409.5B |
| Q3 2024 | 3,476 | $474.6B |
| Q2 2024 | 3,406 | $411.9B |
| Q1 2024 | 3,384 | $398.9B |
| Q4 2023 | 3,421 | $428.0B |
| Q3 2023 | 3,144 | $407.5B |
| Q2 2023 | 3,136 | $388.4B |
| Q1 2023 | 3,114 | $383.6B |
| Q4 2022 | 3,159 | $434.2B |
| Q3 2022 | 2,998 | $413.5B |
| Q2 2022 | 2,964 | $422.0B |
| Q1 2022 | 2,965 | $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 |
|---|---|---|---|---|---|
| Johnson Financial Group, Inc. | 18,700 | $10.1M | 0.48% | −761−3.9% | Reduced |
| TCTC Holdings, LLC | 20,008 | $10.1M | 0.36% | −312−1.5% | Reduced |
| Ardsley Advisory Partners LP | 20,000 | $10.1M | 1.96% | +20,000 | New |
| Parkman Healthcare Partners LLC | 20,000 | $10.1M | 1.35% | +20,000 | New |
| Tran Capital Management, L.P. | 19,875 | $10.1M | 1.14% | +575+3.0% | Added |
| NorthCrest Asset Manangement, LLC | 19,760 | $10.0M | 0.30% | +1,427+7.8% | Added |
| XTX Topco Ltd | 19,706 | $9.97M | 0.84% | +19,706 | New |
| Guardian Partners Inc. | 18,971 | $9.95M | 1.01% | +18,971 | New |
| Evoke Wealth, LLC | 19,622 | $9.93M | 0.28% | −622−3.1% | Reduced |
| NBT Bank N A | 19,585 | $9.91M | 0.69% | −777−3.8% | Reduced |
| Pictet North America Advisors SA | 19,517 | $9.87M | 0.94% | +132+0.7% | Added |
| Ascent Wealth Partners, LLC | 19,485 | $9.86M | 1.33% | +142+0.7% | Added |
| Global Retirement Partners, LLC | 19,436 | $9.83M | 0.28% | +386+2.0% | Added |
| Aurdan Capital Management, LLC | 19,333 | $9.78M | 3.75% | +19,333 | New |
| Stokes Capital Advisors, LLC | 19,302 | $9.76M | 2.52% | −188−1.0% | Reduced |
| Kesler, Norman & Wride, LLC | 19,210 | $9.72M | 2.10% | +441+2.3% | Added |
| APG Asset Management US Inc. | 19,083 | $9.65M | 0.07% | −6,826−26.3% | Reduced |
| McKinley Carter Wealth Services, Inc. | 19,081 | $9.65M | 0.59% | −205−1.1% | Reduced |
| Strong Tower Advisory Services | 19,062 | $9.64M | 2.52% | +482+2.6% | Added |
| Twin Capital Management Inc | 18,964 | $9.59M | 1.05% | +1,621+9.3% | Added |
| TD Private Client Wealth LLC | 18,959 | $9.59M | 0.27% | −385−2.0% | Reduced |
| Mirabaud & Cie SA | 18,925 | $9.57M | 3.08% | −282−1.5% | Reduced |
| Davidson Investment Advisors | 18,857 | $9.54M | 0.46% | +18,857 | New |
| GLOBALT Investments LLC | 18,793 | $9.51M | 0.36% | +5,890+45.6% | Added |
| Gotham Asset Management, LLC | 18,741 | $9.48M | 0.09% | +1,980+11.8% | Added |
| Mattern Capital Management, LLC | 18,713 | $9.47M | 1.23% | −229−1.2% | Reduced |
| Whitford Management LLC | 18,675 | $9.45M | 2.79% | +10,950+141.7% | Added |
| Mutual Advisors, LLC | 18,465 | $9.43M | 0.27% | −2,370−11.4% | Reduced |
| Evexia Wealth LLC | 17,883 | $9.42M | 3.19% | −46−0.3% | Reduced |
| Forbes J M & Co LLP | 18,595 | $9.41M | 0.91% | +44+0.2% | Added |
| LMR Partners LLP | 18,562 | $9.39M | 0.16% | +12,475+204.9% | Added |
| Motco | 18,548 | $9.38M | 0.96% | −129−0.7% | Reduced |
| Cullinan Associates Inc | 18,498 | $9.36M | 0.60% | +950+5.4% | Added |
| Wedge Capital Management L L P | 18,464 | $9.34M | 0.17% | −94−0.5% | Reduced |
| J. Safra Sarasin Holding AG | 18,406 | $9.31M | 0.16% | +3,163+20.8% | Added |
| James Investment Research Inc | 18,406 | $9.31M | 1.11% | −561−3.0% | Reduced |
| Biondo Investment Advisors, LLC | 18,381 | $9.30M | 1.28% | +358+2.0% | Added |
| Bank of Nova Scotia Trust Co | 18,376 | $9.30M | 0.98% | −300−1.6% | Reduced |
| Unison Asset Management LLC | 18,291 | $9.25M | 4.54% | +1,405+8.3% | Added |
| Ocean Capital Management, LLC | 18,138 | $9.18M | 2.00% | +1,895+11.7% | Added |
| Woodmont Investment Counsel LLC | 18,101 | $9.16M | 0.68% | −2,791−13.4% | Reduced |
| Zions Bancorporation, N.A. | 18,093 | $9.15M | 0.58% | +2,503+16.1% | Added |
| Red Door Wealth Management, LLC | 17,972 | $9.09M | 1.39% | +1,149+6.8% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 17,969 | $9.09M | 1.34% | +2,631+17.2% | Added |
| Morse Asset Management, Inc | 17,964 | $9.09M | 2.08% | +371+2.1% | Added |
| FourThought Financial Partners, LLC | 17,959 | $9.09M | 0.94% | −159−0.9% | Reduced |
| Wealth Advisory Solutions, LLC | 17,847 | $9.03M | 2.53% | −32−0.2% | Reduced |
| Leavell Investment Management, Inc. | 17,840 | $9.02M | 0.44% | −4,366−19.7% | Reduced |
| Venture Visionary Partners LLC | 17,784 | $9.00M | 0.38% | −122−0.7% | Reduced |
| Perigon Wealth Management, LLC | 17,614 | $8.99M | 0.22% | +3,969+29.1% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 17,727 | $8.97M | 2.48% | +331+1.9% | Added |
| Citizens National Bank Trust Department | 17,716 | $8.96M | 1.90% | −73−0.4% | Reduced |
| Stonegate Investment Group, LLC | 17,655 | $8.93M | 0.24% | +663+3.9% | Added |
| Bearing Point Capital, LLC | 17,647 | $8.93M | 1.86% | +17,647 | New |
| Evergreen Capital Management LLC | 17,645 | $8.93M | 0.29% | −425−2.4% | Reduced |
| Great Waters Wealth Management | 17,584 | $8.90M | 1.14% | −289−1.6% | Reduced |
| Ledyard National Bank | 17,540 | $8.87M | 0.83% | +873+5.2% | Added |
| Chronos Wealth Management, LLC | 17,537 | $8.87M | 4.53% | +28+0.2% | Added |
| Sagespring Wealth Partners, LLC | 17,514 | $8.86M | 0.23% | +17,514 | New |
| EFG Asset Management (Americas) Corp. | 17,505 | $8.86M | 1.72% | −1,280−6.8% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 17,454 | $8.83M | 2.19% | −548−3.0% | Reduced |
| GHP Investment Advisors, Inc. | 17,433 | $8.82M | 0.41% | +387+2.3% | Added |
| Checchi Capital Advisers, LLC | 17,423 | $8.81M | 0.66% | +4,274+32.5% | Added |
| Matrix Asset Advisors Inc | 17,411 | $8.81M | 0.96% | −7,112−29.0% | Reduced |
| Marietta Wealth Management, LLC | 17,393 | $8.80M | 1.26% | +970+5.9% | Added |
| Caldwell Trust Co | 17,361 | $8.78M | 0.92% | −1,411−7.5% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 17,332 | $8.77M | 1.78% | +7,374+74.1% | Added |
| Profund Advisors LLC | 17,295 | $8.75M | 0.32% | −1,651−8.7% | Reduced |
| Rothschild Capital Partners, LLC | 17,266 | $8.73M | 2.12% | +1,160+7.2% | Added |
| Synergy Financial Management, LLC | 16,075 | $8.73M | 0.68% | +8,305+106.9% | Added |
| Ameritas Investment Partners, Inc. | 17,261 | $8.73M | 0.28% | −338−1.9% | Reduced |
| Cohen Klingenstein LLC | 17,200 | $8.70M | 0.30% | −10,500−37.9% | Reduced |
| Security National Bank | 17,154 | $8.68M | 1.24% | −225−1.3% | Reduced |
| Elk River Wealth Management, LLC | 17,133 | $8.67M | 1.57% | −104−0.6% | Reduced |
| Ballentine Partners, LLC | 17,102 | $8.65M | 0.15% | −229−1.3% | Reduced |
| Meeder Advisory Services, Inc. | 17,092 | $8.65M | 0.54% | +668+4.1% | Added |
| St Germain D J Co Inc | 17,084 | $8.64M | 0.39% | −172−1.0% | Reduced |
| Los Angeles Capital Management LLC | 17,046 | $8.62M | 0.04% | −307,958−94.8% | Reduced |
| Verdence Capital Advisors LLC | 17,037 | $8.62M | 0.69% | +80+0.5% | Added |
| Unigestion Holding SA | 17,015 | $8.61M | 0.50% | −21,044−55.3% | Reduced |
| Spirepoint Private Client, LLC | 16,981 | $8.59M | 1.08% | +1,248+7.9% | Added |
| Atlantic Union Bankshares Corp | 16,883 | $8.54M | 0.50% | −683−3.9% | Reduced |
| Frank, Rimerman Advisors LLC | 16,863 | $8.53M | 0.62% | +759+4.7% | Added |
| Ritholtz Wealth Management | 16,634 | $8.41M | 0.25% | −1,757−9.6% | Reduced |
| Blue Edge Capital, LLC | 16,601 | $8.40M | 1.32% | −41−0.2% | Reduced |
| Pacific Capital Partners Ltd | 16,535 | $8.36M | 4.92% | +2,500+17.8% | Added |
| Earnest Partners LLC | 16,534 | $8.36M | 0.04% | −3,687−18.2% | Reduced |
| Goelzer Investment Management, Inc. | 16,532 | $8.36M | 0.49% | +1,535+10.2% | Added |
| Winmill & Co. Inc | 16,475 | $8.33M | 2.70% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 16,380 | $8.29M | 0.85% | +10+0.1% | Added |
| Avitas Wealth Management LLC | 16,358 | $8.27M | 1.14% | −178−1.1% | Reduced |
| Icon Wealth Advisors, LLC | 16,349 | $8.27M | 0.68% | −1,984−10.8% | Reduced |
| RNC Capital Management LLC | 16,337 | $8.26M | 0.44% | −1,491−8.4% | Reduced |
| Colonial Trust Co | 16,326 | $8.26M | 1.23% | +100+0.6% | Added |
| Blue Fin Capital, Inc. | 16,319 | $8.26M | 1.52% | −73−0.4% | Reduced |
| Stolper Co | 16,311 | $8.25M | 2.75% | +36+0.2% | Added |
| Busey Wealth Management | 16,271 | $8.23M | 0.27% | −43−0.3% | Reduced |
| Fundamentun, LLC | 16,255 | $8.22M | 0.49% | −594−3.5% | Reduced |
| Cape Cod Five Cents Savings Bank | 14,057 | $8.22M | 0.73% | 00.0% | Unchanged |
| IFP Advisors, Inc | 16,227 | $8.21M | 0.27% | +413+2.6% | Added |