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 |
|---|---|---|---|---|---|
| Sone Capital Management, LLC | 12,958 | $6.55M | 0.83% | +12,958 | New |
| Syon Capital LLC | 12,954 | $6.55M | 0.59% | −931−6.7% | Reduced |
| Argonautica Private Wealth Management, Inc | 12,942 | $6.55M | 2.11% | −90−0.7% | Reduced |
| Community Financial Services Group, LLC | 12,937 | $6.54M | 1.30% | +634+5.2% | Added |
| Primecap Management Co | 12,920 | $6.54M | 0.01% | −103,544−88.9% | Reduced |
| Lindbrook Capital, LLC | 12,849 | $6.50M | 0.59% | −264−2.0% | Reduced |
| Plancorp, LLC | 12,805 | $6.48M | 0.27% | +1,711+15.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 12,784 | $6.47M | 0.29% | +1,668+15.0% | Added |
| Ashburton (Jersey) Ltd | 12,762 | $6.46M | 2.85% | +12,482+4,457.9% | Added |
| Persistent Asset Partners Ltd | 11,824 | $6.41M | 5.49% | +11,824 | New |
| Asset Planning Services Inc | 12,680 | $6.41M | 3.13% | +215+1.7% | Added |
| Point72 (DIFC) Ltd | 12,678 | $6.41M | 0.58% | +12,678 | New |
| Little House Capital LLC | 12,629 | $6.39M | 1.83% | −750−5.6% | Reduced |
| Farther Finance Advisors, LLC | 12,598 | $6.37M | 0.23% | +67+0.5% | Added |
| River Wealth Advisors LLC | 12,578 | $6.36M | 0.84% | +1,105+9.6% | Added |
| Essex Financial Services, Inc. | 12,564 | $6.36M | 0.45% | −655−5.0% | Reduced |
| Prosperity Consulting Group, LLC | 12,535 | $6.34M | 0.48% | +46+0.4% | Added |
| Diversify Wealth Management, LLC | 12,166 | $6.33M | 0.49% | +1,678+16.0% | Added |
| Sivik Global Healthcare LLC | 12,500 | $6.32M | 3.50% | +12,500 | New |
| Ulland Investment Advisors, LLC | 12,485 | $6.32M | 4.03% | +153+1.2% | Added |
| Legacy Advisors, LLC | 12,431 | $6.29M | 0.61% | −34−0.3% | Reduced |
| KCM Investment Advisors LLC | 12,431 | $6.29M | 0.22% | −8,049−39.3% | Reduced |
| HBK Sorce Advisory LLC | 12,423 | $6.28M | 0.19% | −215−1.7% | Reduced |
| Jasper Ridge Partners, L.P. | 12,379 | $6.26M | 0.20% | +40.0% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 12,375 | $6.26M | 1.55% | −320−2.5% | Reduced |
| Western Wealth Management, LLC | 12,315 | $6.23M | 0.33% | +555+4.7% | Added |
| Rockline Wealth Management, LLC | 12,305 | $6.22M | 1.66% | +192+1.6% | Added |
| Nations Financial Group Inc, | 12,237 | $6.19M | 0.45% | −204−1.6% | Reduced |
| Timber Creek Capital Management LLC | 12,232 | $6.19M | 1.79% | +197+1.6% | Added |
| Cornerstone Wealth Group, LLC | 12,230 | $6.19M | 0.51% | +190+1.6% | Added |
| Lake Street Advisors Group, LLC | 12,223 | $6.18M | 0.28% | −174−1.4% | Reduced |
| City Holding Co | 12,222 | $6.18M | 0.88% | +522+4.5% | Added |
| Jaffetilchin Investment Partners, LLC | 12,216 | $6.18M | 0.45% | +147+1.2% | Added |
| Thoroughbred Financial Services, LLC | 12,185 | $6.16M | 0.38% | −4,096−25.2% | Reduced |
| Proequities, Inc. | 11,790 | $6.13M | 0.35% | −28−0.2% | Reduced |
| Brown Shipley& Co Ltd | 12,099 | $6.12M | 3.04% | −2,456−16.9% | Reduced |
| Empire Life Investments Inc. | 12,095 | $6.12M | 0.38% | −2,430−16.7% | Reduced |
| PKO Investment Management Joint-Stock Co | 12,089 | $6.12M | 0.76% | +2,400+24.8% | Added |
| Simplify Asset Management Inc. | 12,057 | $6.10M | 0.42% | −8,315−40.8% | Reduced |
| Bollard Group LLC | 12,049 | $6.09M | 0.17% | +5,221+76.5% | Added |
| Waldron Private Wealth LLC | 12,045 | $6.09M | 0.25% | +160+1.3% | Added |
| Harbour Capital Advisors, LLC | 11,858 | $6.08M | 1.36% | −9−0.1% | Reduced |
| Culbertson A N & Co Inc | 12,009 | $6.07M | 0.97% | −107−0.9% | Reduced |
| Jupiter Asset Management Ltd | 12,007 | $6.07M | 0.06% | −6,536−35.2% | Reduced |
| J.W. Cole Advisors, Inc. | 12,001 | $6.07M | 0.25% | +551+4.8% | Added |
| Field & Main Bank | 11,995 | $6.07M | 2.13% | −128−1.1% | Reduced |
| Marshall & Sullivan Inc | 11,992 | $6.07M | 2.96% | +10+0.1% | Added |
| First Interstate Bank | 11,987 | $6.06M | 0.37% | −317−2.6% | Reduced |
| IHT Wealth Management, LLC | 11,843 | $5.99M | 0.19% | +274+2.4% | Added |
| Nikulski Financial, Inc. | 11,832 | $5.99M | 1.76% | +408+3.6% | Added |
| Perkins Coie Trust Co | 11,775 | $5.96M | 1.31% | −214−1.8% | Reduced |
| Charter Trust Co | 11,768 | $5.95M | 0.39% | −777−6.2% | Reduced |
| Lee Danner & Bass Inc | 11,726 | $5.93M | 0.47% | −915−7.2% | Reduced |
| Weatherly Asset Management L. P. | 11,707 | $5.92M | 0.53% | −290−2.4% | Reduced |
| Bogart Wealth, LLC | 11,669 | $5.90M | 0.28% | +30.0% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 11,660 | $5.90M | 0.61% | +11,660 | New |
| JCIC Asset Management Inc. | 11,654 | $5.90M | 2.39% | +263+2.3% | Added |
| Atlantic Trust, LLC | 11,623 | $5.88M | 1.27% | +565+5.1% | Added |
| Equitable Trust Co | 11,590 | $5.86M | 0.33% | +699+6.4% | Added |
| HGK Asset Management Inc | 11,524 | $5.83M | 1.07% | +1,344+13.2% | Added |
| GeoWealth Management, LLC | 11,508 | $5.82M | 0.19% | −844−6.8% | Reduced |
| Barbara Oil Co. | 11,500 | $5.82M | 2.41% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 11,470 | $5.80M | 0.18% | −705−5.8% | Reduced |
| Lynch Asset Management, Inc. | 11,450 | $5.79M | 2.35% | +50+0.4% | Added |
| Montag A & Associates Inc | 11,396 | $5.76M | 0.27% | −30.0% | Reduced |
| Chatham Capital Group, Inc. | 11,262 | $5.70M | 0.94% | +60+0.5% | Added |
| Quadrant Capital Group LLC | 11,247 | $5.69M | 0.39% | −225−2.0% | Reduced |
| Ayrshire Capital Management LLC | 11,232 | $5.68M | 2.77% | +244+2.2% | Added |
| Asset Dedication, LLC | 11,227 | $5.68M | 0.45% | −2,526−18.4% | Reduced |
| Inspire Trust Co, N.A. | 11,200 | $5.67M | 1.45% | +2,098+23.0% | Added |
| West Branch Capital LLC | 11,170 | $5.65M | 1.80% | +162+1.5% | Added |
| Keeler Thomas Management LLC | 11,131 | $5.63M | 2.01% | −198−1.7% | Reduced |
| Chicago Trust Co NA | 11,104 | $5.62M | 0.99% | −1,373−11.0% | Reduced |
| Landscape Capital Management, L.L.C. | 11,089 | $5.61M | 0.60% | −578−5.0% | Reduced |
| Blue Zone Wealth Advisors, LLC | 11,088 | $5.61M | 1.62% | +291+2.7% | Added |
| Capital Analysts, LLC | 11,046 | $5.59M | 0.22% | +111+1.0% | Added |
| Coastline Trust Co | 11,039 | $5.58M | 0.65% | −692−5.9% | Reduced |
| Carderock Capital Management Inc | 11,038 | $5.58M | 1.40% | −376−3.3% | Reduced |
| Sowell Financial Services LLC | 11,033 | $5.58M | 0.29% | +50.0% | Added |
| Lountzis Asset Management, LLC | 11,031 | $5.58M | 2.36% | −414−3.6% | Reduced |
| Mirador Capital Partners LP | 10,978 | $5.55M | 1.01% | −84−0.8% | Reduced |
| Rench Wealth Management, Inc. | 10,972 | $5.55M | 1.89% | −423−3.7% | Reduced |
| Sandhill Capital Partners LLC | 10,967 | $5.55M | 0.43% | −56−0.5% | Reduced |
| Acropolis Investment Management, LLC | 10,920 | $5.52M | 0.33% | −207−1.9% | Reduced |
| Moloney Securities Asset Management, LLC | 10,895 | $5.51M | 0.74% | −165−1.5% | Reduced |
| CX Institutional | 10,853 | $5.49M | 0.22% | +103+1.0% | Added |
| Allen Capital Group, LLC | 10,852 | $5.49M | 0.67% | +515+5.0% | Added |
| Buckingham Strategic Partners | 10,832 | $5.48M | 0.09% | +3,938+57.1% | Added |
| Fulton Bank, N.A. | 10,819 | $5.47M | 0.21% | +647+6.4% | Added |
| Qtron Investments LLC | 10,803 | $5.46M | 0.77% | −413−3.7% | Reduced |
| Brentview Investment Management LLC | 10,801 | $5.46M | 3.10% | +10,801 | New |
| Fidelis Capital Partners, LLC | 9,956 | $5.46M | 0.55% | +1,600+19.1% | Added |
| Northern Oak Wealth Management Inc | 10,744 | $5.43M | 0.69% | −512−4.5% | Reduced |
| Stonebridge Financial Group, LLC | 10,726 | $5.43M | 0.60% | +10,726 | New |
| J. W. Coons Advisors, LLC | 10,725 | $5.43M | 1.39% | −20−0.2% | Reduced |
| Bristlecone Advisors, LLC | 10,705 | $5.42M | 0.42% | −43−0.4% | Reduced |
| Dynasty Wealth Management, LLC | 10,691 | $5.41M | 0.09% | −165−1.5% | Reduced |
| S.E.E.D. Planning Group LLC | 10,685 | $5.40M | 1.80% | +918+9.4% | Added |
| Independence Bank of Kentucky | 10,675 | $5.40M | 0.83% | +81+0.8% | Added |
| MainStreet Investment Advisors LLC | 10,659 | $5.39M | 0.76% | −203−1.9% | Reduced |