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 |
|---|---|---|---|---|---|
| Terry L. Blaker | 34,534 | $17.5M | 0.67% | +160.0% | Added |
| Shelton Capital Management | 34,200 | $17.3M | 0.43% | +4,182+13.9% | Added |
| Ashton Thomas Private Wealth, LLC | 33,869 | $17.1M | 0.67% | −2,101−5.8% | Reduced |
| Stephens Inc | 33,845 | $17.1M | 0.24% | −8,601−20.3% | Reduced |
| WSFS Capital Management, LLC | 33,843 | $17.1M | 0.92% | −4,412−11.5% | Reduced |
| Garrison Bradford & Associates Inc | 33,798 | $17.1M | 17.91% | −226−0.7% | Reduced |
| Level Four Advisory Services, LLC | 33,760 | $17.1M | 0.70% | −391−1.1% | Reduced |
| Hutchinson Capital Management | 33,503 | $16.9M | 3.20% | +173+0.5% | Added |
| QV Investors Inc. | 33,304 | $16.8M | 1.74% | −28,130−45.8% | Reduced |
| Resources Investment Advisors, LLC. | 33,289 | $16.8M | 0.20% | +3,056+10.1% | Added |
| Alpha Cubed Investments, LLC | 33,054 | $16.7M | 0.76% | −52,895−61.5% | Reduced |
| Stonebridge Capital Advisors LLC | 32,634 | $16.5M | 1.33% | +1,369+4.4% | Added |
| Raub Brock Capital Management LP | 32,629 | $16.5M | 3.51% | +393+1.2% | Added |
| Adams Diversified Equity Fund, Inc. | 32,400 | $16.4M | 0.62% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 32,394 | $16.4M | 0.28% | −2,106−6.1% | Reduced |
| CCM Investment Advisers LLC | 32,346 | $16.4M | 1.81% | +2,288+7.6% | Added |
| Chesley Taft & Associates LLC | 32,129 | $16.3M | 0.75% | +258+0.8% | Added |
| La Banque Postale Asset Management SA | 32,038 | $16.2M | 0.22% | −33,579−51.2% | Reduced |
| Park Avenue Securities LLC | 32,034 | $16.2M | 0.17% | +1,412+4.6% | Added |
| Empirical Finance, LLC | 31,818 | $16.1M | 0.93% | −405−1.3% | Reduced |
| Venturi Wealth Management, LLC | 31,753 | $16.1M | 0.79% | +2,770+9.6% | Added |
| Univest Financial Corp | 31,713 | $16.0M | 1.01% | −649−2.0% | Reduced |
| Apollon Wealth Management, LLC | 31,534 | $16.0M | 0.37% | +1,824+6.1% | Added |
| National Asset Management, Inc. | 31,405 | $15.9M | 0.52% | −6,820−17.8% | Reduced |
| Engineers Gate Manager LP | 31,379 | $15.9M | 0.28% | +31,379 | New |
| Callan Family Office, LLC | 31,361 | $15.9M | 1.01% | +27,963+822.9% | Added |
| Spire Wealth Management | 31,333 | $15.9M | 0.49% | +31,333 | New |
| Marks Group Wealth Management, Inc | 31,226 | $15.8M | 1.56% | +720+2.4% | Added |
| Bryn Mawr Trust Co | 31,168 | $15.8M | 0.28% | +2,282+7.9% | Added |
| New Age Alpha Advisors, LLC | 31,073 | $15.7M | 0.64% | +31,052+147,866.7% | Added |
| Bragg Financial Advisors, Inc | 31,032 | $15.7M | 0.64% | −1,262−3.9% | Reduced |
| YHB Investment Advisors, Inc. | 31,002 | $15.7M | 1.29% | +178+0.6% | Added |
| Washington Trust Bank | 30,892 | $15.6M | 1.50% | −1,439−4.5% | Reduced |
| Axxcess Wealth Management, LLC | 30,891 | $15.6M | 0.39% | −64−0.2% | Reduced |
| Advisory Services Network, LLC | 30,840 | $15.6M | 0.29% | −162−0.5% | Reduced |
| Groupe la Francaise | 29,483 | $15.6M | 0.40% | +29,483 | New |
| Segment Wealth Management, LLC | 30,746 | $15.6M | 1.06% | +547+1.8% | Added |
| Petredis Investment Advisors LLC | 30,685 | $15.5M | 1.60% | −832−2.6% | Reduced |
| Abn Amro Investment Solutions | 30,407 | $15.4M | 0.29% | −3,194−9.5% | Reduced |
| Adell Harriman & Carpenter Inc | 30,267 | $15.3M | 1.07% | −1,422−4.5% | Reduced |
| Cyndeo Wealth Partners, LLC | 30,115 | $15.2M | 1.03% | +1,273+4.4% | Added |
| King Wealth | 30,097 | $15.2M | 2.22% | +815+2.8% | Added |
| Foyston, Gordon, & Payne Inc | 30,094 | $15.2M | 4.03% | −6,095−16.8% | Reduced |
| Simplex Trading, LLC | 30,088 | $15.2M | 0.43% | +30,088 | New |
| BDF-Gestion | 30,050 | $15.2M | 1.57% | +2,002+7.1% | Added |
| Bright Rock Capital Management, LLC | 30,000 | $15.2M | 3.24% | 00.0% | Unchanged |
| Moore Capital Management, LP | 30,000 | $15.2M | 0.28% | +15,000+100.0% | Added |
| Meridian Wealth Management, LLC | 29,810 | $15.1M | 0.71% | −1,352−4.3% | Reduced |
| Edgar Lomax Co | 29,755 | $15.1M | 0.97% | −590−1.9% | Reduced |
| RiverFront Investment Group, LLC | 29,711 | $15.0M | 0.34% | +2,208+8.0% | Added |
| First Foundation Advisors | 29,492 | $14.9M | 0.56% | −1,470−4.7% | Reduced |
| LGT Group Foundation | 29,488 | $14.9M | 0.23% | +11,026+59.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 29,220 | $14.8M | 0.33% | −47−0.2% | Reduced |
| Alaska Permanent Fund Corp | 29,174 | $14.8M | 0.22% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 29,154 | $14.7M | 0.14% | +4,178+16.7% | Added |
| Capital International Sarl | 29,124 | $14.7M | 0.34% | −1,045−3.5% | Reduced |
| American National Bank | 29,001 | $14.7M | 1.64% | +2,315+8.7% | Added |
| L1 Capital International Pty Ltd | 28,921 | $14.6M | 4.49% | +6,097+26.7% | Added |
| Altrafin AG | 28,791 | $14.6M | 5.05% | +3,956+15.9% | Added |
| Tower Bridge Advisors | 28,657 | $14.5M | 1.54% | −366−1.3% | Reduced |
| Wallington Asset Management, LLC | 28,551 | $14.4M | 2.09% | −7,482−20.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 28,512 | $14.4M | 1.31% | +252+0.9% | Added |
| Bell Asset Management Ltd | 28,496 | $14.4M | 2.63% | +922+3.3% | Added |
| Payden & Rygel | 28,380 | $14.4M | 1.24% | +23,800+519.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 28,360 | $14.3M | 0.06% | +3,507+14.1% | Added |
| S&CO Inc | 28,360 | $14.3M | 0.97% | +323+1.2% | Added |
| Gluskin Sheff & Assoc Inc | 28,310 | $14.3M | 1.72% | −5,140−15.4% | Reduced |
| Moran Wealth Management, LLC | 28,229 | $14.3M | 0.46% | −488−1.7% | Reduced |
| Baader Bank INC | 28,148 | $14.2M | 1.31% | −5,985−17.5% | Reduced |
| Tri Locum Partners LP | 28,115 | $14.2M | 2.95% | +28,115 | New |
| Dakota Wealth Management | 27,908 | $14.1M | 0.33% | −439−1.5% | Reduced |
| German American Bancorp, Inc. | 27,864 | $14.1M | 1.48% | −6,251−18.3% | Reduced |
| Liontrust Investment Partners LLP | 27,821 | $14.1M | 0.20% | +27,821 | New |
| Middleton & Co Inc | 27,815 | $14.1M | 1.55% | −802−2.8% | Reduced |
| Two Sigma Advisers, LP | 27,800 | $14.1M | 0.03% | +27,800 | New |
| Waycross Partners, LLC | 27,794 | $14.1M | 1.82% | +658+2.4% | Added |
| McRae Capital Management Inc | 27,762 | $14.0M | 2.75% | +85+0.3% | Added |
| ARS Wealth Advisors Group, LLC | 27,646 | $14.0M | 1.92% | +165+0.6% | Added |
| Mirabella Financial Services LLP | 27,627 | $14.0M | 1.28% | +27,224+6,755.3% | Added |
| Kornitzer Capital Management Inc | 27,627 | $14.0M | 0.27% | −1,470−5.1% | Reduced |
| Overbrook Management Corp | 27,613 | $14.0M | 3.01% | −1,219−4.2% | Reduced |
| Allstate Corp | 27,480 | $13.9M | 0.41% | +26,644+3,187.1% | Added |
| Coldstream Capital Management Inc | 27,382 | $13.9M | 0.30% | +660+2.5% | Added |
| Heritage Trust Co | 27,342 | $13.8M | 1.63% | +27,342 | New |
| 11 Capital Partners LP | 27,150 | $13.7M | 5.64% | +2,100+8.4% | Added |
| Alps Advisors Inc | 27,032 | $13.7M | 0.09% | −125−0.5% | Reduced |
| HighPoint Advisor Group LLC | 25,915 | $13.7M | 0.74% | −5,567−17.7% | Reduced |
| Addenda Capital Inc. | 27,003 | $13.7M | 0.48% | +1,416+5.5% | Added |
| Pioneer Trust Bank N A | 26,957 | $13.6M | 3.43% | −137−0.5% | Reduced |
| Prospera Financial Services Inc | 26,940 | $13.6M | 0.32% | +8,014+42.3% | Added |
| Sienna Gestion | 26,936 | $13.6M | 0.92% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 26,745 | $13.5M | 0.16% | +2,917+12.2% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 26,714 | $13.5M | 0.12% | +2,650+11.0% | Added |
| Carnegie Capital Asset Management, LLC | 26,612 | $13.5M | 0.39% | +56+0.2% | Added |
| Neville Rodie & Shaw Inc | 26,591 | $13.5M | 0.98% | −862−3.1% | Reduced |
| BNP Paribas | 26,546 | $13.4M | 0.55% | +1,399+5.6% | Added |
| Howe & Rusling Inc | 26,553 | $13.4M | 1.16% | −3,848−12.7% | Reduced |
| Carlson Capital Management | 26,524 | $13.4M | 0.59% | −1,415−5.1% | Reduced |
| Brookstone Capital Management | 26,444 | $13.4M | 0.19% | +2,155+8.9% | Added |
| Principal Securities, Inc. | 26,354 | $13.3M | 0.30% | +2,628+11.1% | Added |