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 |
|---|---|---|---|---|---|
| CenterBook Partners LP | 16,231 | $8.21M | 0.49% | +8,332+105.5% | Added |
| Bellecapital International Ltd. | 16,227 | $8.21M | 1.45% | +1,630+11.2% | Added |
| Tradition Wealth Management, LLC | 16,210 | $8.20M | 0.72% | −186−1.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 16,140 | $8.16M | 0.71% | +287+1.8% | Added |
| Thompson Investment Management, Inc. | 16,115 | $8.15M | 1.17% | −103−0.6% | Reduced |
| Vestor Capital, LLC | 16,099 | $8.14M | 0.62% | +37+0.2% | Added |
| Alapocas Investment Partners, Inc. | 16,059 | $8.12M | 4.57% | +22+0.1% | Added |
| HRT Financial LP | 16,058 | $8.12M | 0.04% | +3,295+25.8% | Added |
| Columbus Hill Capital Management, L.P. | 16,041 | $8.11M | 1.56% | −13,000−44.8% | Reduced |
| AlTi Global, Inc. | 15,980 | $8.11M | 0.20% | −1,833−10.3% | Reduced |
| Summit Trail Advisors, LLC | 16,003 | $8.10M | 0.30% | +2,372+17.4% | Added |
| Ally Financial Inc. | 16,000 | $8.09M | 0.99% | +12,000+300.0% | Added |
| Pitcairn Co | 15,938 | $8.06M | 0.48% | −829−4.9% | Reduced |
| Paradigm Financial Partners, LLC | 15,903 | $8.04M | 1.02% | +2,475+18.4% | Added |
| Burt Wealth Advisors | 15,865 | $8.03M | 2.04% | −251−1.6% | Reduced |
| Ostrum Asset Management | 15,851 | $8.02M | 0.69% | +1,450+10.1% | Added |
| Puzo Michael J | 15,833 | $8.01M | 2.24% | −804−4.8% | Reduced |
| Buck Wealth Strategies, LLC | 15,747 | $7.97M | 1.66% | +3,571+29.3% | Added |
| Bedell Frazier Investment Counseling, LLC | 15,720 | $7.95M | 1.97% | −573−3.5% | Reduced |
| Nemes Rush Group LLC | 15,694 | $7.94M | 0.98% | +1,438+10.1% | Added |
| First National Bank of Omaha | 15,553 | $7.87M | 0.51% | −322−2.0% | Reduced |
| Strategic Wealth Designers | 15,523 | $7.85M | 0.50% | −1,392−8.2% | Reduced |
| Griffin Asset Management, Inc. | 15,520 | $7.85M | 0.92% | −505−3.2% | Reduced |
| Alley Investment Management Company, LLC | 15,501 | $7.84M | 0.99% | +81+0.5% | Added |
| SOL Capital Management CO | 15,311 | $7.75M | 0.86% | −27−0.2% | Reduced |
| Banque de Luxembourg S.A. | 15,193 | $7.72M | 4.15% | +15,193 | New |
| BTC Capital Management, Inc. | 15,254 | $7.71M | 0.71% | −310−2.0% | Reduced |
| Estabrook Capital Management | 15,230 | $7.70M | 1.19% | −2,201−12.6% | Reduced |
| Olstein Capital Management, L.P. | 15,200 | $7.69M | 1.35% | +3,200+26.7% | Added |
| Lester Murray Antman dba SimplyRich | 15,169 | $7.67M | 2.19% | −136−0.9% | Reduced |
| Montag & Caldwell, LLC | 15,130 | $7.65M | 1.63% | −1,378−8.3% | Reduced |
| Alerus Financial NA | 15,093 | $7.63M | 0.58% | +8,082+115.3% | Added |
| AMG National Trust Bank | 14,929 | $7.55M | 0.21% | −2,744−15.5% | Reduced |
| Merit Financial Group, LLC | 14,789 | $7.48M | 0.13% | +6,202+72.2% | Added |
| Resources Management Corp | 14,781 | $7.48M | 1.02% | +1,121+8.2% | Added |
| Asio Capital, LLC | 14,751 | $7.46M | 1.41% | −170−1.1% | Reduced |
| GAMMA Investing LLC | 14,749 | $7.46M | 0.64% | +356+2.5% | Added |
| Sigma Investment Counselors Inc | 14,729 | $7.45M | 0.44% | −296−2.0% | Reduced |
| Kidder Stephen W | 14,721 | $7.45M | 2.24% | −50.0% | Reduced |
| Harbour Trust & Investment Management Co | 14,681 | $7.43M | 0.85% | +643+4.6% | Added |
| Sectoral Asset Management Inc | 14,625 | $7.40M | 4.94% | +1,500+11.4% | Added |
| Fragasso Group Inc. | 14,619 | $7.39M | 0.56% | −1,418−8.8% | Reduced |
| Sigma Planning Corp | 14,591 | $7.38M | 0.23% | −481−3.2% | Reduced |
| Silicon Valley Capital Partners | 14,547 | $7.36M | 0.82% | +2,085+16.7% | Added |
| Capital Investment Counsel, LLC | 14,478 | $7.32M | 1.22% | +327+2.3% | Added |
| Naples Global Advisors, LLC | 14,468 | $7.32M | 0.68% | +428+3.0% | Added |
| Central Bank & Trust Co | 14,464 | $7.32M | 1.11% | −1,981−12.0% | Reduced |
| JPB Foundation | 14,355 | $7.26M | 0.81% | −57,000−79.9% | Reduced |
| Burns J W & Co Inc | 14,343 | $7.26M | 0.93% | −246−1.7% | Reduced |
| Tritonpoint Wealth, LLC | 14,330 | $7.25M | 0.66% | −364−2.5% | Reduced |
| Telos Capital Management, Inc. | 14,309 | $7.24M | 0.77% | +102+0.7% | Added |
| Buckhead Capital Management LLC | 14,296 | $7.23M | 2.31% | −132−0.9% | Reduced |
| Centaurus Financial, Inc. | 14,272 | $7.22M | 0.44% | +8,881+164.7% | Added |
| Ballast, Inc. | 14,255 | $7.21M | 2.06% | −400−2.7% | Reduced |
| Hilton Capital Management, LLC | 14,232 | $7.20M | 0.62% | −1,773−11.1% | Reduced |
| Schechter Investment Advisors, LLC | 14,203 | $7.18M | 0.55% | −951−6.3% | Reduced |
| Davy Global Fund Management Ltd | 14,179 | $7.17M | 0.85% | −1,121−7.3% | Reduced |
| Spinnaker Trust | 14,169 | $7.17M | 0.45% | +23+0.2% | Added |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 14,165 | $7.17M | 0.23% | +186+1.3% | Added |
| Temasek Holdings (Private) Ltd | 14,148 | $7.16M | 0.03% | −147,508−91.2% | Reduced |
| Verition Fund Management LLC | 14,122 | $7.14M | 0.04% | +13,683+3,116.9% | Added |
| Tradewinds, LLC. | 13,374 | $7.13M | 1.98% | −606−4.3% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 14,059 | $7.11M | 1.24% | +14,059 | New |
| Liberty Capital Management, Inc. | 14,053 | $7.11M | 1.58% | +48+0.3% | Added |
| Valeo Financial Advisors, LLC | 13,979 | $7.07M | 0.20% | −915−6.1% | Reduced |
| Wealthspire Advisors, LLC | 13,977 | $7.07M | 0.07% | +614+4.6% | Added |
| Community Bank & Trust, Waco, Texas | 13,973 | $7.07M | 1.64% | −50−0.4% | Reduced |
| Massachusetts Financial Services Co | 13,955 | $7.06M | 0.00% | −1,474−9.6% | Reduced |
| KMG Fiduciary Partners, LLC | 13,899 | $7.03M | 0.58% | −53−0.4% | Reduced |
| NorthRock Partners, LLC | 13,873 | $7.02M | 0.23% | −1,883−12.0% | Reduced |
| Gladstone Institutional Advisory LLC | 13,863 | $7.01M | 0.33% | +175+1.3% | Added |
| Strategic Wealth Partners, Ltd. | 13,202 | $7.01M | 0.58% | +6,860+108.2% | Added |
| First Hawaiian Bank | 13,777 | $6.97M | 0.23% | +2,339+20.4% | Added |
| Harrell Investment Partners, LLC | 13,713 | $6.94M | 1.94% | +7,007+104.5% | Added |
| Geneos Wealth Management Inc. | 13,684 | $6.92M | 0.24% | +13,684 | New |
| Eagle Capital Management, LLC | 13,677 | $6.92M | 2.79% | +33+0.2% | Added |
| Lincoln Capital Corp | 13,623 | $6.89M | 2.83% | +1,160+9.3% | Added |
| CMH Wealth Management LLC | 13,612 | $6.89M | 1.58% | +238+1.8% | Added |
| MUFG Securities Americas Inc. | 13,585 | $6.87M | 0.87% | +13,585 | New |
| Canal Capital Management, LLC | 13,557 | $6.86M | 1.11% | −192−1.4% | Reduced |
| Capital Planning Advisors, LLC | 13,515 | $6.84M | 1.06% | +779+6.1% | Added |
| Schnieders Capital Management LLC | 13,466 | $6.81M | 1.35% | −612−4.3% | Reduced |
| Eagle Rock Investment Company, LLC | 13,445 | $6.80M | 1.13% | +15+0.1% | Added |
| Fifth Third Wealth Advisors LLC | 13,440 | $6.80M | 0.37% | +1,422+11.8% | Added |
| Sky Investment Group LLC | 13,306 | $6.73M | 1.23% | +347+2.7% | Added |
| American Trust | 13,294 | $6.72M | 0.51% | −803−5.7% | Reduced |
| Mirabaud Asset Management Ltd | 13,201 | $6.70M | 3.12% | 00.0% | Unchanged |
| Change Path, LLC | 13,248 | $6.70M | 0.21% | +1,345+11.3% | Added |
| Whalerock Point Partners, LLC | 13,222 | $6.69M | 1.55% | +208+1.6% | Added |
| Sandy Spring Bank | 13,197 | $6.68M | 0.27% | −41−0.3% | Reduced |
| Granite Investment Partners, LLC | 13,193 | $6.67M | 0.29% | −20−0.2% | Reduced |
| Meridian Wealth Advisors, LLC | 13,193 | $6.67M | 1.10% | +115+0.9% | Added |
| Wedmont Private Capital | 12,781 | $6.65M | 0.35% | +501+4.1% | Added |
| Consolidated Investment Group LLC | 13,135 | $6.64M | 0.93% | 00.0% | Unchanged |
| Mader & Shannon Wealth Management, Inc. | 13,070 | $6.61M | 4.09% | −417−3.1% | Reduced |
| Great Lakes Retirement, Inc. | 13,047 | $6.60M | 0.85% | −43−0.3% | Reduced |
| Larson Financial Group LLC | 13,020 | $6.59M | 0.34% | +334+2.6% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 13,000 | $6.58M | 1.48% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 12,977 | $6.56M | 1.22% | −221−1.7% | Reduced |
| Voleon Capital Management LP | 12,962 | $6.56M | 0.49% | +12,962 | New |