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 |
|---|---|---|---|---|---|
| Pinnacle Holdings, LLC | 8,954 | $4.53M | 1.71% | −570−6.0% | Reduced |
| Archford Capital Strategies, LLC | 8,939 | $4.52M | 0.68% | +86+1.0% | Added |
| Leonteq Securities AG | 8,934 | $4.52M | 0.45% | +5,280+144.5% | Added |
| Portfolio Design Labs, LLC | 8,929 | $4.52M | 0.93% | +1,557+21.1% | Added |
| Cinctive Capital Management LP | 8,925 | $4.51M | 0.24% | +2,736+44.2% | Added |
| Koshinski Asset Management, Inc. | 8,896 | $4.50M | 0.39% | +23+0.3% | Added |
| Independent Financial Group, LLC | 8,887 | $4.50M | 0.15% | −3,259−26.8% | Reduced |
| Clear Harbor Asset Management, LLC | 8,867 | $4.49M | 0.36% | +359+4.2% | Added |
| Mitchell & Pahl Private Wealth, LLC | 8,826 | $4.46M | 2.09% | +39+0.4% | Added |
| Tranquility Partners, LLC | 8,787 | $4.46M | 1.68% | −488−5.3% | Reduced |
| NBW Capital LLC | 8,810 | $4.46M | 0.83% | −61−0.7% | Reduced |
| Fischer Financial Services, Inc. | 8,808 | $4.46M | 1.40% | +8,808 | New |
| Headlands Technologies LLC | 8,785 | $4.44M | 0.45% | +6,563+295.4% | Added |
| We Are One Seven, LLC | 8,751 | $4.43M | 0.17% | +1,306+17.5% | Added |
| International Assets Investment Management, LLC | 218,350 | $4.42M | 0.37% | −5,078,387−95.9% | Reduced |
| Constitution Capital LLC | 8,737 | $4.42M | 2.48% | +75+0.9% | Added |
| South State Corp. | 8,731 | $4.42M | 0.29% | −74−0.8% | Reduced |
| Alcosta Capital Management, Inc. | 8,692 | $4.40M | 2.56% | +21+0.2% | Added |
| D L Carlson Investment Group Inc | 8,689 | $4.40M | 0.78% | −2,527−22.5% | Reduced |
| SevenBridge Financial Group, LLC | 8,222 | $4.39M | 0.83% | +1,092+15.3% | Added |
| Ingalls & Snyder LLC | 8,670 | $4.39M | 0.17% | +143+1.7% | Added |
| Boston Financial Mangement LLC | 8,660 | $4.38M | 0.13% | +324+3.9% | Added |
| Readystate Asset Management LP | 8,635 | $4.37M | 0.18% | +8,635 | New |
| Symmetry Investments LP | 8,608 | $4.35M | 0.26% | +1,200+16.2% | Added |
| DLK Investment Management, LLC | 8,607 | $4.35M | 1.82% | −2,635−23.4% | Reduced |
| Hancock Whitney Corp | 8,595 | $4.35M | 0.14% | −878−9.3% | Reduced |
| HBW Advisory Services LLC | 8,551 | $4.33M | 0.64% | −394−4.4% | Reduced |
| Cox Capital Mgt LLC | 8,542 | $4.32M | 2.77% | −39−0.5% | Reduced |
| Lincluden Management Ltd | 8,539 | $4.32M | 0.52% | −41−0.5% | Reduced |
| Graypoint LLC | 8,500 | $4.30M | 0.26% | −498−5.5% | Reduced |
| Forum Financial Management, LP | 8,480 | $4.29M | 0.07% | +1,709+25.2% | Added |
| one8zero8, LLC | 8,473 | $4.29M | 0.92% | +8,473 | New |
| Y-Intercept (Hong Kong) Ltd | 8,452 | $4.28M | 0.29% | +2,483+41.6% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 8,419 | $4.26M | 1.00% | −88−1.0% | Reduced |
| Ronald Blue Trust, Inc. | 8,390 | $4.24M | 0.05% | −2,039−19.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 8,377 | $4.24M | 0.40% | +306+3.8% | Added |
| Claro Advisors LLC | 8,345 | $4.22M | 0.57% | −1,287−13.4% | Reduced |
| Jackson Hole Capital Partners, LLC | 8,344 | $4.22M | 0.85% | −32−0.4% | Reduced |
| Glassy Mountain Advisors, Inc. | 8,307 | $4.20M | 1.44% | +273+3.4% | Added |
| Nicollet Investment Management, Inc. | 8,297 | $4.20M | 1.44% | −43−0.5% | Reduced |
| Citizens Business Bank | 6,795 | $4.17M | 0.78% | −1,613−19.2% | Reduced |
| Spears Abacus Advisors LLC | 8,249 | $4.17M | 0.09% | +519+6.7% | Added |
| Liberty One Investment Management, LLC | 8,248 | $4.17M | 0.45% | +551+7.2% | Added |
| Legacy Wealth Management, LLC | 8,244 | $4.17M | 1.66% | −247−2.9% | Reduced |
| Family Legacy, Inc. | 7,946 | $4.17M | 1.41% | +121+1.5% | Added |
| Moors & Cabot, Inc. | 8,229 | $4.16M | 0.20% | +625+8.2% | Added |
| Kinneret Advisory, LLC | 8,224 | $4.16M | 0.39% | −383−4.4% | Reduced |
| Cascades Capital Asset Management, LLC | 8,217 | $4.16M | 2.22% | +14+0.2% | Added |
| Columbus Macro, LLC | 8,177 | $4.14M | 0.58% | +6,729+464.7% | Added |
| China Universal Asset Management Co., Ltd. | 8,160 | $4.13M | 0.39% | −2,147−20.8% | Reduced |
| Carret Asset Management, LLC | 8,110 | $4.10M | 0.45% | +155+1.9% | Added |
| Petros Family Wealth, LLC | 8,091 | $4.09M | 4.42% | +8,091 | New |
| Scott & Selber, Inc. | 8,084 | $4.09M | 1.23% | −206−2.5% | Reduced |
| Naviter Wealth, LLC | 8,073 | $4.08M | 0.49% | +1,404+21.1% | Added |
| Capital City Trust Co | 8,067 | $4.08M | 1.02% | +355+4.6% | Added |
| Advocate Group LLC | 8,058 | $4.08M | 0.77% | −36−0.4% | Reduced |
| Financial Partners Group, LLC | 8,055 | $4.07M | 1.69% | +42+0.5% | Added |
| Becker Capital Management Inc | 8,011 | $4.05M | 0.13% | −5−0.1% | Reduced |
| Enterprise Bank & Trust Co | 8,010 | $4.05M | 1.33% | −373−4.4% | Reduced |
| Morton Community Bank | 8,002 | $4.05M | 1.07% | −27−0.3% | Reduced |
| GM Advisory Group, Inc. | 7,991 | $4.04M | 0.22% | −1,078−11.9% | Reduced |
| IFC Advisors LLC | 7,968 | $4.03M | 0.88% | +7,968 | New |
| TFG Advisers LLC | 7,963 | $4.03M | 1.45% | −28−0.4% | Reduced |
| StoneX Group Inc. | 7,958 | $4.03M | 0.22% | +1,294+19.4% | Added |
| Sugarloaf Wealth Management, LLC | 7,957 | $4.02M | 0.76% | +1,193+17.6% | Added |
| Howard Capital Management Inc. | 7,925 | $4.01M | 0.06% | +65+0.8% | Added |
| Robertson Stephens Wealth Management, LLC | 7,922 | $4.01M | 0.14% | −2,025−20.4% | Reduced |
| Belmont Capital, LLC | 7,916 | $4.00M | 0.65% | 00.0% | Unchanged |
| Vanderbilt University | 7,867 | $3.98M | 0.78% | +131+1.7% | Added |
| New Hampshire Trust | 7,850 | $3.97M | 0.84% | −477−5.7% | Reduced |
| Notis-McConarty Edward | 7,823 | $3.96M | 1.92% | −239−3.0% | Reduced |
| Optimum Investment Advisors | 7,789 | $3.94M | 1.74% | −320−3.9% | Reduced |
| WealthShield Partners, LLC | 7,788 | $3.94M | 0.56% | +129+1.7% | Added |
| Monetary Management Group Inc | 7,772 | $3.93M | 1.02% | −2,141−21.6% | Reduced |
| GPM Growth Investors, Inc. | 7,737 | $3.91M | 1.65% | −4,214−35.3% | Reduced |
| Covenant Asset Management, LLC | 7,733 | $3.91M | 0.87% | −276−3.4% | Reduced |
| Raab & Moskowitz Asset Management LLC | 7,723 | $3.91M | 0.96% | −200−2.5% | Reduced |
| Lindenwold Advisors | 7,709 | $3.90M | 2.08% | −1,198−13.5% | Reduced |
| Gsa Capital Partners LLP | 7,700 | $3.90M | 0.29% | +3,118+68.0% | Added |
| Smartleaf Asset Management LLC | 7,664 | $3.89M | 0.40% | +1,596+26.3% | Added |
| De Burlo Group Inc | 7,685 | $3.89M | 0.52% | −850−10.0% | Reduced |
| Shufro Rose & Co LLC | 7,675 | $3.88M | 0.30% | −180−2.3% | Reduced |
| Dempze Nancy E | 7,673 | $3.88M | 2.24% | +51+0.7% | Added |
| Bray Capital Advisors | 7,665 | $3.88M | 1.05% | −1,762−18.7% | Reduced |
| Shayne & Co., LLC | 7,654 | $3.87M | 1.01% | −330−4.1% | Reduced |
| Chemistry Wealth Management LLC | 7,609 | $3.85M | 0.90% | +61+0.8% | Added |
| Arrow Financial Corp | 7,576 | $3.83M | 0.36% | −19−0.3% | Reduced |
| Occidental Asset Management, LLC | 7,571 | $3.83M | 0.60% | +574+8.2% | Added |
| Concord Wealth Partners | 7,562 | $3.83M | 0.63% | +502+7.1% | Added |
| Solidarilty Wealth, LLC | 7,548 | $3.82M | 0.99% | −351−4.4% | Reduced |
| Concord Asset Management, LLC | 7,547 | $3.82M | 0.84% | +245+3.4% | Added |
| Accredited Investors Inc. | 7,535 | $3.81M | 0.22% | −284−3.6% | Reduced |
| Principle Wealth Partners LLC | 7,522 | $3.81M | 0.27% | −40−0.5% | Reduced |
| WMS Partners, LLC | 7,493 | $3.79M | 0.21% | +455+6.5% | Added |
| Edgestream Partners, L.P. | 7,470 | $3.78M | 0.16% | −264−3.4% | Reduced |
| Farmers National Bank | 7,466 | $3.78M | 1.10% | +7,466 | New |
| Roanoke Asset Management Corp | 7,462 | $3.77M | 1.22% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 7,343 | $3.77M | 0.19% | +760+11.5% | Added |
| Waterloo Capital, L.P. | 7,443 | $3.77M | 0.40% | −138−1.8% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,433 | $3.76M | 1.47% | +153+2.1% | Added |