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 |
|---|---|---|---|---|---|
| E Fund Management Co., Ltd. | 10,634 | $5.38M | 0.27% | +3,843+56.6% | Added |
| Clough Capital Partners L P | 10,615 | $5.37M | 0.61% | +3,650+52.4% | Added |
| Northeast Financial Consultants Inc | 10,606 | $5.37M | 0.23% | +96+0.9% | Added |
| ZEGA Investments, LLC | 10,061 | $5.36M | 1.59% | +10,061 | New |
| SlateStone Wealth, LLC | 10,583 | $5.35M | 0.53% | +86+0.8% | Added |
| Saranac Partners Ltd | 10,578 | $5.35M | 2.95% | +10,578 | New |
| Horizon Investments, LLC | 10,554 | $5.34M | 0.15% | +204+2.0% | Added |
| Trust Asset Management LLC | 10,545 | $5.33M | 0.42% | 00.0% | Unchanged |
| Simmons Bank | 10,541 | $5.33M | 0.39% | −180−1.7% | Reduced |
| PFG Investments, LLC | 10,495 | $5.31M | 0.33% | −1,033−9.0% | Reduced |
| SageView Advisory Group, LLC | 10,487 | $5.30M | 0.23% | +1,243+13.4% | Added |
| Commonwealth Retirement Investments LLC | 10,463 | $5.29M | 2.18% | +168+1.6% | Added |
| Gs Investments, Inc. | 10,443 | $5.28M | 2.39% | −601−5.4% | Reduced |
| Mattson Financial Services, LLC | 9,032 | $5.28M | 1.69% | −656−6.8% | Reduced |
| Connecticut Wealth Management, LLC | 10,431 | $5.28M | 0.26% | −568−5.2% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 10,431 | $5.28M | 3.22% | −307−2.9% | Reduced |
| Thematics Asset Management | 10,378 | $5.25M | 0.23% | +1,438+16.1% | Added |
| Cypress Asset Management Inc | 10,158 | $5.24M | 1.30% | −343−3.3% | Reduced |
| Kovack Advisors, Inc. | 10,276 | $5.20M | 0.51% | +3,581+53.5% | Added |
| Bond & Devick Financial Network, Inc. | 8,890 | $5.20M | 2.22% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 10,268 | $5.19M | 0.34% | +366+3.7% | Added |
| Belpointe Asset Management LLC | 8,799 | $5.19M | 0.31% | +38+0.4% | Added |
| William B. Walkup & Associates, Inc. | 10,261 | $5.19M | 3.29% | +11+0.1% | Added |
| TrueMark Investments, LLC | 10,260 | $5.19M | 1.66% | +3,602+54.1% | Added |
| Cordatus Wealth Management LLC | 10,235 | $5.18M | 1.37% | +204+2.0% | Added |
| Strategic Planning Group, LLC | 10,215 | $5.17M | 0.95% | +304+3.1% | Added |
| ABN AMRO Bank N.V. | 10,318 | $5.17M | 0.07% | −95,557−90.3% | Reduced |
| Round Rock Advisors, LLC | 10,210 | $5.16M | 1.06% | −447−4.2% | Reduced |
| Trinity Legacy Partners, LLC | 10,207 | $5.16M | 1.33% | +165+1.6% | Added |
| Peloton Wealth Strategists | 10,173 | $5.15M | 2.08% | −115−1.1% | Reduced |
| CWA Asset Management Group, LLC | 10,162 | $5.14M | 0.26% | −113−1.1% | Reduced |
| Congress Asset Management Co | 10,160 | $5.14M | 0.03% | −28,922−74.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 10,132 | $5.13M | 0.38% | −9,740−49.0% | Reduced |
| Bank of New Hampshire | 10,118 | $5.12M | 1.32% | −272−2.6% | Reduced |
| Beverly Hills Private Wealth, LLC | 10,108 | $5.11M | 1.03% | +868+9.4% | Added |
| Fairhaven Wealth Management, LLC | 10,097 | $5.11M | 1.60% | +72+0.7% | Added |
| LexAurum Advisors, LLC | 10,089 | $5.10M | 1.01% | +403+4.2% | Added |
| Holderness Investments Co | 10,080 | $5.10M | 1.12% | +334+3.4% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 10,078 | $5.10M | 1.35% | +10,078 | New |
| FreeGulliver LLC | 10,018 | $5.07M | 2.65% | −159−1.6% | Reduced |
| Advanced Portfolio Management, LLC | 10,000 | $5.06M | 5.95% | +10,000 | New |
| Stamos Capital Partners, L.P. | 9,950 | $5.03M | 1.18% | +1,460+17.2% | Added |
| Schonfeld Strategic Advisors LLC | 9,946 | $5.03M | 0.03% | +6,338+175.7% | Added |
| Trifecta Capital Advisors, LLC | 9,940 | $5.03M | 0.99% | −112−1.1% | Reduced |
| Kingsview Wealth Management, LLC | 9,940 | $5.03M | 0.10% | −521−5.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,910 | $5.01M | 0.18% | −1,380−12.2% | Reduced |
| Fiduciary Alliance LLC | 9,893 | $5.00M | 0.51% | +7,150+260.7% | Added |
| Transform Wealth, LLC | 9,890 | $5.00M | 0.28% | −1,618−14.1% | Reduced |
| Plimoth Trust Co LLC | 9,865 | $4.99M | 1.28% | −143−1.4% | Reduced |
| Morningstar Investment Services LLC | 9,849 | $4.98M | 0.45% | −97,586−90.8% | Reduced |
| Csenge Advisory Group | 9,845 | $4.98M | 0.27% | −1,409−12.5% | Reduced |
| Berkshire Asset Management LLC | 9,325 | $4.97M | 0.23% | −588−5.9% | Reduced |
| Wellington Shields Capital Management, LLC | 9,811 | $4.96M | 0.88% | +2,573+35.5% | Added |
| Bretton Capital Management, LLC | 9,800 | $4.96M | 4.77% | 00.0% | Unchanged |
| Eclectic Associates Inc | 9,798 | $4.96M | 1.47% | +320+3.4% | Added |
| Weik Capital Management | 9,763 | $4.94M | 2.01% | −118−1.2% | Reduced |
| Highland Capital Management, LLC | 9,761 | $4.94M | 0.28% | −314−3.1% | Reduced |
| Stenger Family Office, LLC | 9,749 | $4.93M | 1.68% | +9,749 | New |
| Cypress Capital Group | 9,740 | $4.93M | 0.60% | −241−2.4% | Reduced |
| Arkadios Wealth Advisors | 9,719 | $4.92M | 0.27% | −1,601−14.1% | Reduced |
| Penserra Capital Management LLC | 9,659 | $4.88M | 0.09% | +3,030+45.7% | Added |
| Integrated Advisors Network LLC | 9,631 | $4.87M | 0.23% | −2,236−18.8% | Reduced |
| Vise Technologies, Inc. | 9,625 | $4.87M | 0.41% | +2,977+44.8% | Added |
| Connable Office Inc | 9,603 | $4.86M | 0.50% | −332−3.3% | Reduced |
| Catalytic Wealth RIA, LLC | 9,562 | $4.84M | 0.85% | −397−4.0% | Reduced |
| Delaney Dennis R | 9,546 | $4.83M | 2.54% | +80+0.8% | Added |
| Van Den Berg Management I, Inc | 9,528 | $4.82M | 1.39% | +26+0.3% | Added |
| Sumitomo Life Insurance Co | 9,499 | $4.81M | 0.09% | −15,721−62.3% | Reduced |
| Fortis Capital Management LLC | 9,480 | $4.80M | 0.89% | +560+6.3% | Added |
| Union Heritage Capital, LLC | 9,478 | $4.79M | 1.77% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 9,460 | $4.79M | 0.19% | −40−0.4% | Reduced |
| PFG Advisors | 9,446 | $4.78M | 0.29% | −469−4.7% | Reduced |
| Cigna Investments Inc | 9,428 | $4.77M | 0.84% | −68−0.7% | Reduced |
| Souders Financial Advisors | 9,412 | $4.76M | 0.66% | −2,109−18.3% | Reduced |
| Paradigm Asset Management Co LLC | 9,380 | $4.74M | 1.30% | +7,885+527.4% | Added |
| Investment House LLC | 9,375 | $4.74M | 0.26% | −100−1.1% | Reduced |
| Fullerton Fund Management Co Ltd. | 9,374 | $4.74M | 0.17% | 00.0% | Unchanged |
| Burling Wealth Partners, LLC | 9,369 | $4.74M | 0.97% | +9,369 | New |
| Pensionfund Sabic | 9,350 | $4.73M | 1.25% | +3,050+48.4% | Added |
| Mechanics Bank Trust Department | 9,350 | $4.73M | 0.63% | +446+5.0% | Added |
| Point72 Hong Kong Ltd | 9,334 | $4.72M | 0.29% | +9,334 | New |
| Picton Mahoney Asset Management | 9,320 | $4.71M | 0.18% | −440−4.5% | Reduced |
| Hohimer Wealth Management, LLC | 9,293 | $4.70M | 0.88% | −136−1.4% | Reduced |
| Chemung Canal Trust Co | 9,266 | $4.69M | 0.98% | +4,086+78.9% | Added |
| Secured Retirement Advisors, LLC | 9,263 | $4.69M | 2.68% | +266+3.0% | Added |
| Capital Insight Partners, LLC | 9,247 | $4.68M | 0.81% | +480+5.5% | Added |
| Arjuna Capital | 9,238 | $4.67M | 1.24% | −136−1.5% | Reduced |
| Nelson Capital Management, LLC | 9,232 | $4.67M | 0.77% | −364−3.8% | Reduced |
| Compton Wealth Advisory Group, LLC | 9,227 | $4.67M | 1.20% | −82−0.9% | Reduced |
| Journey Advisory Group, LLC | 9,134 | $4.65M | 0.56% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 9,178 | $4.64M | 0.16% | −703−7.1% | Reduced |
| Strategy Asset Managers LLC | 9,171 | $4.64M | 0.90% | −584−6.0% | Reduced |
| Moody National Bank Trust Division | 9,145 | $4.63M | 0.48% | −322−3.4% | Reduced |
| Boothbay Fund Management, LLC | 9,129 | $4.62M | 0.14% | +4,925+117.2% | Added |
| Signal Advisors Wealth, LLC | 9,115 | $4.61M | 0.52% | +1,051+13.0% | Added |
| Keebeck Wealth Management, LLC | 9,042 | $4.57M | 0.66% | −179−1.9% | Reduced |
| Intrust Bank NA | 8,997 | $4.55M | 0.46% | −400−4.3% | Reduced |
| DeDora Capital, Inc. | 8,995 | $4.55M | 1.25% | −25−0.3% | Reduced |
| MMBG Investment Advisors Co. | 8,991 | $4.55M | 0.48% | −70−0.8% | Reduced |
| RDA Financial Network | 8,978 | $4.54M | 1.32% | +356+4.1% | Added |