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 |
|---|---|---|---|---|---|
| Capstone Investment Advisors, LLC | 47,094 | $23.8M | 0.24% | +35,542+307.7% | Added |
| Choate Investment Advisors | 46,944 | $23.8M | 0.57% | +3,742+8.7% | Added |
| Novare Capital Management LLC | 46,688 | $23.6M | 1.99% | +451+1.0% | Added |
| Central Trust Co | 46,537 | $23.5M | 0.58% | −24,616−34.6% | Reduced |
| NewEdge Wealth, LLC | 46,486 | $23.5M | 0.41% | −651−1.4% | Reduced |
| Banco Santander, S.A. | 46,381 | $23.5M | 0.28% | −9,703−17.3% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 46,202 | $23.4M | 1.50% | −15,674−25.3% | Reduced |
| Triglav Skladi, D.O.O. | 45,723 | $23.1M | 1.82% | +45,723 | New |
| Investment Management Corp of Ontario | 45,553 | $23.0M | 0.76% | +15,032+49.3% | Added |
| Nicola Wealth Management Ltd. | 45,400 | $23.0M | 2.17% | +9,000+24.7% | Added |
| Clearstead Advisors, LLC | 45,326 | $22.9M | 0.35% | −606−1.3% | Reduced |
| GAM Holding AG | 45,274 | $22.9M | 1.71% | +12,499+38.1% | Added |
| Dorsey & Whitney Trust CO LLC | 45,126 | $22.8M | 1.26% | +141+0.3% | Added |
| Whittier Trust Co of Nevada Inc | 45,088 | $22.8M | 0.56% | +729+1.6% | Added |
| Meridiem Capital Partners LP | 45,030 | $22.8M | 2.14% | +45,030 | New |
| Citizens Financial Group Inc | 44,946 | $22.7M | 0.44% | +1,910+4.4% | Added |
| Pensionmark Financial Group, LLC | 44,800 | $22.7M | 0.62% | +3,225+7.8% | Added |
| Focus Financial Network, Inc. | 44,709 | $22.6M | 0.90% | −1,725−3.7% | Reduced |
| Arnhold LLC | 44,551 | $22.5M | 2.22% | +555+1.3% | Added |
| Pinebridge Investments, L.P. | 44,318 | $22.4M | 0.17% | −69,757−61.2% | Reduced |
| Brighton Jones LLC | 44,249 | $22.4M | 0.65% | +28,231+176.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 44,175 | $22.3M | 0.05% | −2,515−5.4% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 44,174 | $22.3M | 0.30% | +2,469+5.9% | Added |
| New Mexico Educational Retirement Board | 44,020 | $22.3M | 0.75% | −1,000−2.2% | Reduced |
| Lockheed Martin Investment Management Co | 44,010 | $22.3M | 0.89% | −3,250−6.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 43,981 | $22.2M | 0.42% | −3,663−7.7% | Reduced |
| Dana Investment Advisors, Inc. | 43,901 | $22.2M | 0.73% | +116+0.3% | Added |
| Callahan Advisors, LLC | 43,835 | $22.2M | 2.09% | +266+0.6% | Added |
| JPL Wealth Management, LLC | 43,317 | $21.9M | 6.28% | +43,317 | New |
| Cable Car Capital LLC | 43,000 | $21.8M | 1.66% | +43,000 | New |
| Phoenix Holdings Ltd. | 42,744 | $21.6M | 0.30% | +1,045+2.5% | Added |
| Pittenger & Anderson Inc | 42,634 | $21.6M | 0.78% | +136+0.3% | Added |
| First American Bank | 42,634 | $21.6M | 1.52% | +1,187+2.9% | Added |
| Hendershot Investments Inc. | 42,630 | $21.6M | 2.94% | +1,055+2.5% | Added |
| Motley Fool Asset Management LLC | 42,546 | $21.5M | 1.12% | +940+2.3% | Added |
| Trust Co of Virginia | 42,246 | $21.4M | 1.97% | −171−0.4% | Reduced |
| Burney Co | 42,032 | $21.3M | 0.75% | −923−2.1% | Reduced |
| E. Ohman J:or Asset Management AB | 41,970 | $21.2M | 0.49% | +4,590+12.3% | Added |
| Oak Ridge Investments LLC | 41,946 | $21.2M | 1.67% | +2,227+5.6% | Added |
| D.A. Davidson & Co. | 41,791 | $21.1M | 0.17% | −2,697−6.1% | Reduced |
| Andra AP-fonden | 41,400 | $20.9M | 0.34% | +700+1.7% | Added |
| Braun Stacey Associates Inc | 40,983 | $20.7M | 0.77% | −4,958−10.8% | Reduced |
| First National Trust Co | 40,412 | $20.4M | 0.77% | −501−1.2% | Reduced |
| Empowered Funds, LLC | 40,399 | $20.4M | 0.30% | +8,302+25.9% | Added |
| Mirae Asset Securities (USA) Inc. | 40,326 | $20.4M | 0.95% | +27,126+205.5% | Added |
| Patten & Patten Inc | 40,277 | $20.4M | 1.35% | +870+2.2% | Added |
| Wealthcare Capital Partners, LLC | 40,233 | $20.4M | 10.60% | +40,233 | New |
| Snowden Capital Advisors LLC | 40,202 | $20.3M | 0.63% | −11,225−21.8% | Reduced |
| Calamos Wealth Management LLC | 40,171 | $20.3M | 1.02% | +157+0.4% | Added |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 40,163 | $20.3M | 5.03% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 40,162 | $20.3M | 1.07% | −300−0.7% | Reduced |
| Trillium Asset Management, LLC | 40,112 | $20.3M | 0.53% | −502−1.2% | Reduced |
| Colonial Trust Advisors | 40,095 | $20.3M | 1.80% | −865−2.1% | Reduced |
| First Eagle Investment Management, LLC | 40,041 | $20.3M | 0.05% | −372,133−90.3% | Reduced |
| Anchor Capital Advisors LLC | 39,952 | $20.2M | 0.58% | −1,477−3.6% | Reduced |
| Great Valley Advisor Group, Inc. | 39,923 | $20.2M | 0.45% | −1,039−2.5% | Reduced |
| Advisors Asset Management, Inc. | 39,729 | $20.1M | 0.37% | −1,365−3.3% | Reduced |
| Barlow Wealth Partners, Inc. | 36,704 | $19.9M | 2.52% | +2,250+6.5% | Added |
| RSM US Wealth Management LLC | 39,204 | $19.9M | 0.29% | +3,132+8.7% | Added |
| Gabelli Funds LLC | 39,055 | $19.8M | 0.15% | +5,060+14.9% | Added |
| Trajan Wealth LLC | 39,047 | $19.8M | 1.09% | +4,747+13.8% | Added |
| Trust Co of Vermont | 38,993 | $19.7M | 0.96% | +3,268+9.1% | Added |
| Silvercrest Asset Management Group LLC | 38,796 | $19.6M | 0.13% | +12,550+47.8% | Added |
| Bridgeway Capital Management, LLC | 38,613 | $19.5M | 0.44% | +3,665+10.5% | Added |
| Salem Investment Counselors Inc | 38,538 | $19.5M | 0.64% | +727+1.9% | Added |
| First Citizens Bank & Trust Co | 38,520 | $19.5M | 0.36% | −2,534−6.2% | Reduced |
| Vinva Investment Management Ltd | 38,079 | $19.3M | 0.75% | −1,018−2.6% | Reduced |
| First Financial Bankshares Inc | 38,193 | $19.3M | 0.42% | +112+0.3% | Added |
| Cim, LLC | 38,052 | $19.2M | 2.74% | −134−0.4% | Reduced |
| LMCG Investments, LLC | 37,974 | $19.2M | 1.18% | +4,022+11.8% | Added |
| Private Capital Advisors, Inc. | 37,937 | $19.2M | 2.28% | −138−0.4% | Reduced |
| Madison Asset Management, LLC | 37,613 | $19.0M | 0.21% | −338−0.9% | Reduced |
| Madison Investment Advisors, LLC | 37,613 | $19.0M | 0.21% | +37,613 | New |
| Compagnie Lombard Odier SCmA | 37,236 | $18.8M | 0.28% | +3,427+10.1% | Added |
| Marco Investment Management LLC | 37,235 | $18.8M | 1.63% | +570+1.6% | Added |
| Eagle Global Advisors LLC | 37,203 | $18.8M | 0.77% | +1,245+3.5% | Added |
| JLB & Associates Inc | 37,008 | $18.7M | 2.54% | −278−0.7% | Reduced |
| Copeland Capital Management, LLC | 36,868 | $18.7M | 0.35% | −5,958−13.9% | Reduced |
| Appleton Partners Inc | 36,843 | $18.6M | 1.38% | −803−2.1% | Reduced |
| Pinnacle Associates Ltd | 36,682 | $18.6M | 0.25% | −3,868−9.5% | Reduced |
| TCG Advisory Services, LLC | 36,404 | $18.4M | 0.77% | −974−2.6% | Reduced |
| LGT Fund Management Co Ltd. | 36,351 | $18.4M | 1.61% | +403+1.1% | Added |
| Modera Wealth Management, LLC | 36,336 | $18.4M | 0.22% | −201−0.6% | Reduced |
| Narwhal Capital Management | 36,161 | $18.3M | 1.62% | −6,687−15.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 36,115 | $18.3M | 0.69% | −2,641−6.8% | Reduced |
| Hamilton Capital Partners Inc. | 36,111 | $18.3M | 1.36% | +3,081+9.3% | Added |
| Independent Advisor Alliance | 36,104 | $18.3M | 0.24% | −2,075−5.4% | Reduced |
| Violich Capital Management, Inc. | 35,755 | $18.1M | 2.35% | −1,670−4.5% | Reduced |
| Canada Post Corp Registered Pension Plan | 35,593 | $18.0M | 1.06% | +35,593 | New |
| Act Two Investors LLC | 35,357 | $17.9M | 3.48% | −29,319−45.3% | Reduced |
| HealthInvest Partners AB | 35,202 | $17.9M | 8.48% | −288−0.8% | Reduced |
| Stillwater Capital Advisors, LLC | 35,267 | $17.8M | 2.21% | +348+1.0% | Added |
| Fred Alger Management, LLC | 35,223 | $17.8M | 0.08% | −164,237−82.3% | Reduced |
| Freestone Capital Holdings, LLC | 35,099 | $17.8M | 0.61% | +205+0.6% | Added |
| Cumberland Partners Ltd | 35,030 | $17.7M | 1.24% | −25,944−42.5% | Reduced |
| Atria Wealth Solutions, Inc. | 34,991 | $17.7M | 0.19% | −2,630−7.0% | Reduced |
| Albion Financial Group | 34,833 | $17.6M | 1.21% | −1,174−3.3% | Reduced |
| Argent Trust Co | 34,820 | $17.6M | 0.72% | +1,606+4.8% | Added |
| Harbor Investment Advisory, LLC | 34,565 | $17.5M | 1.64% | −256−0.7% | Reduced |
| Parallel Advisors, LLC | 34,536 | $17.5M | 0.39% | −2,102−5.7% | Reduced |