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
- 3,685
- +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
- 1,387 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 | 3,055 | $202.4B |
| Q4 2025 | 3,312 | $248.2B |
| Q3 2025 | 3,169 | $253.5B |
| Q2 2025 | 3,186 | $241.1B |
| Q1 2025 | 3,614 | $424.3B |
| Q4 2024 | 3,685 | $409.5B |
| Q3 2024 | 3,477 | $474.6B |
| Q2 2024 | 3,407 | $411.9B |
| Q1 2024 | 3,385 | $398.9B |
| Q4 2023 | 3,422 | $428.0B |
| Q3 2023 | 3,145 | $407.5B |
| Q2 2023 | 3,137 | $388.4B |
| Q1 2023 | 3,115 | $383.6B |
| Q4 2022 | 3,160 | $434.2B |
| Q3 2022 | 2,999 | $413.5B |
| Q2 2022 | 2,965 | $422.0B |
| Q1 2022 | 2,966 | $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 |
|---|---|---|---|---|---|
| Woodley Farra Manion Portfolio Management Inc | 107,799 | $54.5M | 2.72% | +787+0.7% | Added |
| BLI - Banque de Luxembourg Investments | 107,210 | $54.5M | 1.48% | +107,210 | New |
| First Long Island Investors, LLC | 107,680 | $54.5M | 4.33% | +1,307+1.2% | Added |
| Vontobel Holding Ltd. | 107,558 | $54.4M | 0.19% | −1,251,300−92.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 107,454 | $54.4M | 0.74% | +149+0.1% | Added |
| GW&K Investment Management, LLC | 107,225 | $54.2M | 0.46% | −1,990−1.8% | Reduced |
| National Philanthropic Trust | 106,120 | $53.7M | 0.77% | +32,863+44.9% | Added |
| Country Trust Bank | 105,750 | $53.5M | 1.34% | +105,299+23,347.9% | Added |
| Ceredex Value Advisors LLC | 105,237 | $53.2M | 1.07% | +105,237 | New |
| Tokio Marine Asset Management Co Ltd | 104,490 | $52.9M | 1.88% | +17,815+20.6% | Added |
| Yousif Capital Management, LLC | 104,387 | $52.8M | 0.58% | −2,542−2.4% | Reduced |
| Rafferty Asset Management, LLC | 104,372 | $52.8M | 0.19% | +10,712+11.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 104,004 | $52.6M | 0.17% | −3,304−3.1% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 103,750 | $52.5M | 2.42% | −11,350−9.9% | Reduced |
| UniSuper Management Pty Ltd | 102,789 | $52.0M | 0.37% | +12,587+14.0% | Added |
| Premier Fund Managers Ltd | 100,000 | $50.8M | 1.81% | 00.0% | Unchanged |
| JustInvest LLC | 98,610 | $49.9M | 0.75% | −2,916−2.9% | Reduced |
| Kestra Advisory Services, LLC | 97,989 | $49.6M | 0.27% | +4,087+4.4% | Added |
| Samlyn Capital, LLC | 97,758 | $49.5M | 0.79% | +97,758 | New |
| Smith Chas P & Associates Pa Cpas | 97,736 | $49.4M | 2.84% | +376+0.4% | Added |
| Gradient Investments LLC | 97,007 | $49.1M | 0.99% | +1,288+1.3% | Added |
| Freestone Grove Partners LP | 96,645 | $48.9M | 0.60% | +96,645 | New |
| Guggenheim Capital LLC | 96,392 | $48.8M | 0.40% | −2,609−2.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 95,427 | $48.3M | 0.94% | −131,732−58.0% | Reduced |
| NFJ Investment Group, LLC | 94,729 | $47.9M | 1.54% | −1,774−1.8% | Reduced |
| D. E. Shaw & Co., Inc. | 94,646 | $47.9M | 0.05% | −628,615−86.9% | Reduced |
| Advisors Capital Management, LLC | 93,625 | $47.4M | 0.74% | −1,562−1.6% | Reduced |
| Federated Hermes, Inc. | 93,286 | $47.2M | 0.10% | −46,806−33.4% | Reduced |
| Voloridge Investment Management, LLC | 93,006 | $47.0M | 0.17% | +93,006 | New |
| Group One Trading, L.P. | 91,424 | $46.2M | 1.57% | +84,278+1,179.4% | Added |
| Whittier Trust Co | 91,213 | $46.1M | 0.61% | +1,226+1.4% | Added |
| Davis R M Inc | 90,541 | $45.8M | 0.89% | −986−1.1% | Reduced |
| Umb Bank N A | 90,310 | $45.7M | 0.72% | −3,081−3.3% | Reduced |
| Atalanta Sosnoff Capital, LLC | 90,259 | $45.7M | 0.99% | −57,790−39.0% | Reduced |
| Segall Bryant & Hamill, LLC | 89,175 | $45.1M | 0.62% | +1,956+2.2% | Added |
| RMB Capital Management, LLC | 88,967 | $45.0M | 1.04% | +1,941+2.2% | Added |
| Provident Investment Management, Inc. | 87,347 | $44.2M | 4.22% | −1,044−1.2% | Reduced |
| Mizuho Securities USA LLC | 87,222 | $44.1M | 0.80% | +27,343+45.7% | Added |
| Brinker Capital Investments, LLC | 86,906 | $44.0M | 0.44% | −2,861−3.2% | Reduced |
| Orion Portfolio Solutions, LLC | 86,906 | $44.0M | 0.44% | −2,861−3.2% | Reduced |
| Ethic Inc. | 85,739 | $43.4M | 0.88% | +8,716+11.3% | Added |
| Quintet Private Bank (Europe) S.A. | 84,832 | $42.9M | 2.36% | −9,947−10.5% | Reduced |
| Douglas Lane & Associates, LLC | 84,702 | $42.8M | 0.60% | +1,406+1.7% | Added |
| Elo Mutual Pension Insurance Co | 84,269 | $42.6M | 0.91% | −3,202−3.7% | Reduced |
| EP Wealth Advisors, LLC | 83,544 | $42.3M | 0.34% | −3,106−3.6% | Reduced |
| Toroso Investments, LLC | 82,300 | $41.6M | 0.34% | +46,842+132.1% | Added |
| Chilton Capital Management LLC | 81,316 | $41.1M | 1.73% | −1,356−1.6% | Reduced |
| Deprince Race & Zollo Inc | 81,222 | $41.1M | 0.81% | +4,817+6.3% | Added |
| Vident Advisory, LLC | 81,032 | $41.0M | 0.72% | +68,536+548.5% | Added |
| NS Partners Ltd | 80,815 | $40.9M | 1.69% | −851−1.0% | Reduced |
| Avanza Fonder AB | 80,776 | $40.9M | 1.21% | +80,776 | New |
| Martingale Asset Management L P | 80,605 | $40.8M | 0.99% | −4,639−5.4% | Reduced |
| Aureus Asset Management, LLC | 80,515 | $40.7M | 2.63% | −774−1.0% | Reduced |
| Rockland Trust Co | 79,442 | $40.2M | 2.04% | +1,461+1.9% | Added |
| Man Group plc | 79,160 | $40.0M | 0.12% | +6,881+9.5% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 78,976 | $40.0M | 2.08% | −6,693−7.8% | Reduced |
| Oregon Public Employees Retirement Fund | 78,900 | $39.9M | 0.73% | −153−0.2% | Reduced |
| Mizuho Markets Americas LLC | 78,180 | $39.5M | 0.76% | +78,180 | New |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 77,913 | $39.4M | 0.69% | +77,913 | New |
| Aptus Capital Advisors, LLC | 77,467 | $39.2M | 0.47% | +15,175+24.4% | Added |
| Wealthfront Advisers LLC | 77,269 | $39.1M | 0.11% | +6,941+9.9% | Added |
| Hantz Financial Services, Inc. | 76,855 | $38.9M | 0.68% | −10,403−11.9% | Reduced |
| Railway Pension Investments Ltd | 76,456 | $38.7M | 0.51% | −3,800−4.7% | Reduced |
| Blue Whale Capital LLP | 76,152 | $38.5M | 2.86% | +76,152 | New |
| Capital Advisors Inc | 75,974 | $38.4M | 0.77% | +9,197+13.8% | Added |
| Achmea Investment Management B.V. | 75,870 | $38.4M | 0.63% | −6,708−8.1% | Reduced |
| Stock Yards Bank & Trust Co | 75,597 | $38.2M | 1.31% | +16,571+28.1% | Added |
| PFM Health Sciences, LP | 75,588 | $38.2M | 2.91% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 75,543 | $38.2M | 1.03% | +75,543 | New |
| Bailard, Inc. | 75,294 | $38.1M | 0.97% | −393−0.5% | Reduced |
| Suvretta Capital Management, LLC | 75,198 | $38.0M | 1.41% | −71,647−48.8% | Reduced |
| Park West Asset Management LLC | 75,100 | $38.0M | 3.16% | +7,000+10.3% | Added |
| Allworth Financial LP | 73,038 | $38.0M | 0.21% | +2,564+3.6% | Added |
| Senator Investment Group LP | 75,000 | $37.9M | 1.11% | +75,000 | New |
| Oppenheimer Asset Management Inc. | 74,630 | $37.8M | 0.46% | −13,216−15.0% | Reduced |
| Atria Investments LLC | 74,562 | $37.7M | 0.47% | −12,129−14.0% | Reduced |
| United Capital Financial Advisers, LLC | 73,746 | $37.3M | 0.32% | +447+0.6% | Added |
| Pacer Advisors, Inc. | 73,275 | $37.1M | 0.08% | +4,295+6.2% | Added |
| Port Capital LLC | 72,792 | $36.8M | 1.68% | +1,174+1.6% | Added |
| WestEnd Advisors, LLC | 72,247 | $36.5M | 0.93% | −7,292−9.2% | Reduced |
| Magnetar Financial LLC | 72,227 | $36.5M | 0.84% | +39,988+124.0% | Added |
| BSN Capital Partners Ltd | 72,818 | $36.4M | 1.46% | +24,298+50.1% | Added |
| Gulf International Bank (UK) Ltd | 71,990 | $36.4M | 0.92% | −749−1.0% | Reduced |
| United Services Automobile Association | 71,940 | $36.4M | 1.19% | +3,513+5.1% | Added |
| Hardman Johnston Global Advisors LLC | 71,871 | $36.4M | 1.50% | +8,289+13.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 71,433 | $36.1M | 1.00% | −38,919−35.3% | Reduced |
| TownSquare Capital, LLC | 70,767 | $35.8M | 0.40% | −15,114−17.6% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 69,966 | $35.4M | 0.56% | +69,966 | New |
| Fiduciary Trust Co | 69,828 | $35.3M | 0.47% | +738+1.1% | Added |
| Peapack Gladstone Financial Corp | 69,055 | $34.9M | 0.51% | −1,663−2.4% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 69,016 | $34.9M | 1.12% | +2,272+3.4% | Added |
| Flputnam Investment Management Co | 68,603 | $34.7M | 0.63% | −2,262−3.2% | Reduced |
| Heritage Investors Management Corp | 68,313 | $34.6M | 1.12% | +1,262+1.9% | Added |
| Osterweis Capital Management Inc | 68,173 | $34.5M | 1.60% | +16,682+32.4% | Added |
| Shell Asset Management Co | 68,152 | $34.5M | 1.51% | −375−0.5% | Reduced |
| Thunderbird Partners LLP | 68,116 | $34.5M | 55.73% | +12,857+23.3% | Added |
| Avantax Advisory Services, Inc. | 67,950 | $34.4M | 0.22% | +315+0.5% | Added |
| Conning Inc. | 67,793 | $34.3M | 1.20% | −1,118−1.6% | Reduced |
| Maple Capital Management, Inc. | 67,732 | $34.3M | 2.52% | +1,066+1.6% | Added |
| Generate Investment Management Ltd | 67,628 | $34.2M | 2.39% | +23,710+54.0% | Added |