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 | 3,055 | $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 |
|---|---|---|---|---|---|
| Eagle Ridge Investment Management | 67,611 | $34.2M | 2.98% | −598−0.9% | Reduced |
| Jones Financial Companies LLLP | 67,586 | $34.2M | 0.03% | +20,012+42.1% | Added |
| Penn Davis McFarland Inc | 67,547 | $34.2M | 3.72% | +12,085+21.8% | Added |
| Tudor Investment Corp Et Al | 67,532 | $34.2M | 0.36% | +67,532 | New |
| Prudential PLC | 66,916 | $33.9M | 0.17% | −3,501−5.0% | Reduced |
| Palisade Asset Management, LLC | 66,685 | $33.7M | 3.42% | +1,432+2.2% | Added |
| Exencial Wealth Advisors, LLC | 66,565 | $33.7M | 1.24% | −9,770−12.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 66,429 | $33.6M | 0.49% | +1,362+2.1% | Added |
| DJE Kapital AG | 66,702 | $33.6M | 0.79% | +66,702 | New |
| MBB Public Markets I LLC | 66,094 | $33.4M | 3.96% | +17,135+35.0% | Added |
| F/M Investments LLC | 65,814 | $33.3M | 1.23% | −10,051−13.2% | Reduced |
| South Dakota Investment Council | 65,171 | $33.0M | 0.66% | −2,988−4.4% | Reduced |
| Auxier Asset Management | 64,816 | $32.8M | 5.08% | −1,725−2.6% | Reduced |
| Ironvine Capital Partners, LLC | 64,359 | $32.6M | 3.49% | +567+0.9% | Added |
| Private Advisor Group, LLC | 64,282 | $32.5M | 0.18% | −2,305−3.5% | Reduced |
| AltraVue Capital, LLC | 64,130 | $32.4M | 2.70% | 00.0% | Unchanged |
| Parsifal Capital Management, LP | 63,900 | $32.3M | 2.70% | +27,700+76.5% | Added |
| Kentucky Retirement Systems | 63,456 | $32.1M | 0.95% | −874−1.4% | Reduced |
| Sit Investment Associates Inc | 62,896 | $31.8M | 0.72% | −7,563−10.7% | Reduced |
| River Road Asset Management, LLC | 62,224 | $31.5M | 0.42% | +20,559+49.3% | Added |
| Farmers & Merchants Investments Inc | 62,025 | $31.4M | 0.98% | −42−0.1% | Reduced |
| Sabal Trust CO | 61,926 | $31.3M | 1.81% | +443+0.7% | Added |
| Silvant Capital Management LLC | 61,263 | $31.0M | 1.29% | −30,979−33.6% | Reduced |
| Bokf, NA | 59,205 | $30.8M | 0.52% | −5,760−8.9% | Reduced |
| Rhenman & Partners Asset Management AB | 60,530 | $30.6M | 3.15% | −12,170−16.7% | Reduced |
| Raiffeisen Bank International AG | 60,109 | $30.5M | 0.46% | +60,109 | New |
| Night Owl Capital Management, LLC | 60,302 | $30.5M | 3.94% | +2,544+4.4% | Added |
| Galvin, Gaustad & Stein, LLC | 60,167 | $30.4M | 2.73% | −806−1.3% | Reduced |
| Adviser Investments LLC | 60,031 | $30.4M | 0.37% | +565+1.0% | Added |
| Avidity Partners Management LP | 60,000 | $30.4M | 3.03% | −27,400−31.4% | Reduced |
| BlackBarn Capital Partners LP | 60,000 | $30.4M | 11.95% | +34,300+133.5% | Added |
| Fulton Breakefield Broenniman LLC | 59,447 | $30.1M | 2.15% | −770−1.3% | Reduced |
| Acadian Asset Management LLC | 59,358 | $30.0M | 0.09% | +833+1.4% | Added |
| Oppenheimer & Co Inc | 59,320 | $30.0M | 0.45% | +830+1.4% | Added |
| Beacon Pointe Advisors, LLC | 59,105 | $29.9M | 0.33% | −4,251−6.7% | Reduced |
| Aristotle Atlantic Partners, LLC | 58,675 | $29.7M | 0.93% | −2,801−4.6% | Reduced |
| Polaris Capital Management, LLC | 58,552 | $29.6M | 1.43% | −600−1.0% | Reduced |
| Kennedy Capital Management, Inc. | 58,546 | $29.6M | 0.66% | +6,672+12.9% | Added |
| Community Trust & Investment Co | 58,501 | $29.6M | 1.83% | +969+1.7% | Added |
| Northwest & Ethical Investments L.P. | 58,327 | $29.5M | 0.80% | −39,398−40.3% | Reduced |
| Alyeska Investment Group, L.P. | 57,802 | $29.2M | 0.11% | −84,694−59.4% | Reduced |
| Systematic Alpha Investments, LLC | 57,323 | $29.0M | 1.07% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 57,157 | $28.9M | 0.41% | 00.0% | Unchanged |
| Hartford Investment Management Co | 56,893 | $28.8M | 0.94% | −1,226−2.1% | Reduced |
| Associated Banc-Corp | 56,846 | $28.8M | 0.87% | −2,632−4.4% | Reduced |
| Todd Asset Management LLC | 56,816 | $28.7M | 0.69% | +908+1.6% | Added |
| Foundations Investment Advisors, LLC | 56,265 | $28.5M | 0.55% | +7,961+16.5% | Added |
| RE Advisers Corp | 56,200 | $28.4M | 0.69% | +56,200 | New |
| London & Capital Asset Management Ltd | 56,089 | $28.4M | 2.42% | +56,089 | New |
| LGT Capital Partners Ltd. | 56,030 | $28.3M | 1.08% | −24,006−30.0% | Reduced |
| Wedgewood Partners Inc | 55,384 | $28.0M | 5.52% | −2,651−4.6% | Reduced |
| Ieq Capital, LLC | 55,142 | $27.9M | 0.27% | −10,990−16.6% | Reduced |
| RBF Capital, LLC | 55,000 | $27.8M | 1.45% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 54,849 | $27.7M | 0.55% | +3,365+6.5% | Added |
| Chilton Investment Co LLC | 54,766 | $27.7M | 0.71% | +5,514+11.2% | Added |
| Campbell Newman Asset Management Inc | 54,558 | $27.6M | 2.22% | −4,500−7.6% | Reduced |
| Annex Advisory Services, LLC | 54,550 | $27.6M | 0.83% | +12,595+30.0% | Added |
| Old National Bancorp | 54,443 | $27.5M | 0.65% | −1,710−3.0% | Reduced |
| Bamco Inc | 54,390 | $27.5M | 0.07% | −2,500−4.4% | Reduced |
| Oddo BHF Asset Management SAS | 54,142 | $27.4M | 1.38% | −22,387−29.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 53,832 | $27.4M | 0.29% | −19,795−26.9% | Reduced |
| Vestcor Inc | 53,990 | $27.3M | 0.90% | −1,297−2.3% | Reduced |
| Azimuth Capital Investment Management LLC | 53,866 | $27.2M | 1.06% | +561+1.1% | Added |
| Union Bancaire Privee, UBP SA | 55,396 | $27.2M | 0.48% | +55,396 | New |
| Williams Jones Wealth Management, LLC. | 53,704 | $27.2M | 0.33% | +1,703+3.3% | Added |
| Metis Global Partners, LLC | 53,203 | $26.9M | 0.81% | +1,027+2.0% | Added |
| Hemenway Trust Co LLC | 53,187 | $26.9M | 2.18% | +1,271+2.4% | Added |
| Woodline Partners LP | 52,657 | $26.6M | 0.18% | +52,657 | New |
| Blue Chip Partners, Inc. | 52,517 | $26.6M | 2.28% | −147−0.3% | Reduced |
| Norinchukin Bank, The | 52,375 | $26.5M | 0.56% | +3,101+6.3% | Added |
| HM Payson & Co | 52,353 | $26.5M | 0.45% | −833−1.6% | Reduced |
| HB Wealth Management, LLC | 51,986 | $26.3M | 0.27% | +1,029+2.0% | Added |
| Wesbanco Bank Inc | 51,868 | $26.2M | 0.90% | +2,365+4.8% | Added |
| Edmond de Rothschild Holding S.A. | 51,799 | $26.2M | 0.45% | −20,175−28.0% | Reduced |
| FineMark National Bank & Trust | 51,609 | $26.1M | 0.91% | −98−0.2% | Reduced |
| Wesleyan Assurance Society | 51,375 | $26.0M | 1.99% | +11,550+29.0% | Added |
| Stack Financial Management, Inc | 51,206 | $25.9M | 2.37% | −230−0.4% | Reduced |
| Davis Selected Advisers | 51,115 | $25.9M | 0.15% | −170.0% | Reduced |
| Allianz SE | 50,813 | $25.8M | 0.67% | −2,047−3.9% | Reduced |
| Guardian Capital LP | 50,934 | $25.8M | 0.96% | +290+0.6% | Added |
| Cornerstone Advisors, LLC | 50,703 | $25.6M | 1.02% | +300+0.6% | Added |
| DSG Capital Advisors, LLC | 50,619 | $25.6M | 4.64% | +50,619 | New |
| Massmutual Trust Co FSB | 50,557 | $25.6M | 0.72% | +1,233+2.5% | Added |
| Clifford Swan Investment Counsel LLC | 50,019 | $25.3M | 0.91% | −2,043−3.9% | Reduced |
| Commerzbank Aktiengesellschaft | 49,987 | $25.3M | 0.61% | −4,908−8.9% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 49,944 | $25.3M | 0.59% | −2,040−3.9% | Reduced |
| Cohen Capital Management, Inc. | 49,942 | $25.3M | 4.22% | −383−0.8% | Reduced |
| Mill Capital Management, LLC | 49,819 | $25.2M | 1.99% | +50.0% | Added |
| Diversified Trust Co | 49,745 | $25.2M | 0.61% | +6,158+14.1% | Added |
| Maryland State Retirement & Pension System | 49,680 | $25.1M | 0.54% | −3,263−6.2% | Reduced |
| Glenview Trust Co | 49,572 | $25.1M | 0.47% | +1,776+3.7% | Added |
| Louisiana State Employees Retirement System | 49,500 | $25.0M | 0.47% | −2,500−4.8% | Reduced |
| D'Orazio & Associates, Inc. | 49,483 | $25.0M | 3.69% | −2,864−5.5% | Reduced |
| Securian Asset Management, Inc | 49,462 | $25.0M | 0.73% | −1,611−3.2% | Reduced |
| Synovus Financial Corp | 49,296 | $24.9M | 0.32% | −817−1.6% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 49,145 | $24.9M | 0.71% | +9,204+23.0% | Added |
| Mesirow Financial Investment Management, Inc. | 49,161 | $24.9M | 0.49% | +1,097+2.3% | Added |
| NEOS Investment Management LLC | 48,357 | $24.5M | 0.58% | +9,403+24.1% | Added |
| Kempen Capital Management N.V. | 47,606 | $24.1M | 0.24% | −3,890−7.6% | Reduced |
| Benjamin Edwards Inc | 47,285 | $23.9M | 0.34% | +2,738+6.1% | Added |