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 |
|---|---|---|---|---|---|
| Hudson Valley Investment Advisors Inc | 26,283 | $13.3M | 1.51% | +2,137+8.9% | Added |
| Litman Gregory Asset Management LLC | 26,030 | $13.2M | 1.14% | −61−0.2% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 25,938 | $13.1M | 7.04% | −1,980−7.1% | Reduced |
| Carnegie Lake Advisors LLC | 25,846 | $13.1M | 5.28% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 25,754 | $13.0M | 0.67% | −665−2.5% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 25,698 | $13.0M | 0.97% | +1,815+7.6% | Added |
| Wedbush Securities Inc | 25,372 | $12.8M | 0.46% | +5,625+28.5% | Added |
| Somerville Kurt F | 25,368 | $12.8M | 2.15% | +118+0.5% | Added |
| Covington Investment Advisors Inc. | 25,363 | $12.8M | 1.93% | −275−1.1% | Reduced |
| Capital Investment Advisors, LLC | 25,296 | $12.8M | 0.26% | +2,582+11.4% | Added |
| Americana Partners, LLC | 25,276 | $12.8M | 0.52% | +4,899+24.0% | Added |
| Muhlenkamp & Co Inc | 25,265 | $12.8M | 3.88% | +56+0.2% | Added |
| Hyperion Capital Advisors LP | 25,230 | $12.8M | 6.56% | −397−1.5% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 25,223 | $12.8M | 1.34% | +432+1.7% | Added |
| Longbow Finance SA | 25,150 | $12.7M | 1.39% | +1,191+5.0% | Added |
| Janney Capital Management LLC | 25,032 | $12.7M | 0.84% | −955−3.7% | Reduced |
| Alberta Investment Management Corp | 24,915 | $12.6M | 0.08% | +16,915+211.4% | Added |
| Schmidt P J Investment Management Inc | 24,823 | $12.6M | 2.18% | −713−2.8% | Reduced |
| Live Oak Private Wealth LLC | 24,791 | $12.5M | 2.11% | −39−0.2% | Reduced |
| Amica Mutual Insurance Co | 24,776 | $12.5M | 1.28% | 00.0% | Unchanged |
| North Point Portfolio Managers Corp | 24,774 | $12.5M | 2.18% | −822−3.2% | Reduced |
| Summit Financial, LLC | 24,729 | $12.5M | 0.44% | +1,201+5.1% | Added |
| Berger Financial Group, Inc | 24,617 | $12.5M | 0.86% | +120.0% | Added |
| Walleye Capital LLC | 24,449 | $12.4M | 0.12% | −884−3.5% | Reduced |
| North Star Asset Management Inc | 24,447 | $12.4M | 0.55% | +1,023+4.4% | Added |
| Abner Herrman & Brock LLC | 24,412 | $12.3M | 1.53% | +737+3.1% | Added |
| Bleakley Financial Group, LLC | 24,094 | $12.2M | 0.37% | −1,576−6.1% | Reduced |
| GF Fund Management Co. Ltd. | 23,992 | $12.1M | 0.27% | +23,992 | New |
| AIA Group Ltd | 23,983 | $12.1M | 0.29% | +4,106+20.7% | Added |
| Wolverine Trading, LLC | 23,872 | $12.1M | 0.27% | +21,127+769.7% | Added |
| Leith Wheeler Investment Counsel Ltd. | 23,949 | $12.1M | 0.88% | +3,399+16.5% | Added |
| Equitable Holdings, Inc. | 23,909 | $12.1M | 0.12% | −6,534−21.5% | Reduced |
| Tocqueville Asset Management L.P. | 23,889 | $12.1M | 0.19% | −60.0% | Reduced |
| Boston Private Wealth LLC | 23,752 | $12.0M | 0.22% | +23,752 | New |
| Procyon Private Wealth Partners, LLC | 23,701 | $12.0M | 0.77% | +2,780+13.3% | Added |
| Sonora Investment Management Group, LLC | 23,514 | $11.9M | 0.91% | +401+1.7% | Added |
| Parr McKnight Wealth Management Group, LLC | 23,454 | $11.9M | 1.70% | +23,454 | New |
| Roundview Capital LLC | 23,439 | $11.9M | 0.83% | −1,240−5.0% | Reduced |
| Davis-Rea Ltd. | 23,438 | $11.9M | 6.00% | +5,575+31.2% | Added |
| Miramar Capital, LLC | 23,425 | $11.8M | 2.83% | +198+0.9% | Added |
| Princeton Global Asset Management LLC | 23,351 | $11.8M | 2.21% | +183+0.8% | Added |
| Beese Fulmer Investment Management, Inc. | 23,271 | $11.8M | 1.00% | +511+2.2% | Added |
| Running Oak Capital LLC | 23,264 | $11.8M | 1.54% | +2,338+11.2% | Added |
| Greenleaf Trust | 23,242 | $11.8M | 0.11% | +261+1.1% | Added |
| Lowe Brockenbrough & Co Inc | 23,193 | $11.7M | 0.75% | +195+0.8% | Added |
| GDS Wealth Management | 23,144 | $11.7M | 1.07% | +1,605+7.5% | Added |
| Anchor Investment Management, LLC | 22,972 | $11.6M | 1.08% | −338−1.5% | Reduced |
| Robeco Schweiz AG | 22,971 | $11.6M | 0.25% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 22,911 | $11.6M | 0.76% | +3,948+20.8% | Added |
| Plato Investment Management Ltd | 22,812 | $11.6M | 0.85% | −454−2.0% | Reduced |
| Grimes & Company, Inc. | 22,823 | $11.5M | 0.33% | +234+1.0% | Added |
| Broderick Brian C | 22,761 | $11.5M | 2.26% | +1,264+5.9% | Added |
| Wetherby Asset Management Inc | 22,736 | $11.5M | 0.55% | −1,372−5.7% | Reduced |
| Cozad Asset Management Inc | 22,709 | $11.5M | 1.07% | +81+0.4% | Added |
| Cary Street Partners Financial LLC | 22,688 | $11.5M | 0.37% | +22,688 | New |
| Governors Lane LP | 22,600 | $11.4M | 1.71% | −6,700−22.9% | Reduced |
| Fulcrum Capital LLC | 22,561 | $11.4M | 2.39% | +3,202+16.5% | Added |
| High Note Wealth, LLC | 22,546 | $11.4M | 2.97% | −627−2.7% | Reduced |
| Buckingham Capital Management, Inc. | 22,517 | $11.4M | 1.31% | −1,260−5.3% | Reduced |
| Dividend Assets Capital, LLC | 22,463 | $11.4M | 2.20% | +680+3.1% | Added |
| Moneta Group Investment Advisors LLC | 22,459 | $11.4M | 0.16% | −730−3.1% | Reduced |
| Iyo Bank, Ltd. | 22,410 | $11.3M | 3.88% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 22,394 | $11.3M | 1.59% | −17−0.1% | Reduced |
| Advisory Research Inc | 22,378 | $11.3M | 1.88% | −156−0.7% | Reduced |
| Bourgeon Capital Management LLC | 22,361 | $11.3M | 2.11% | +2,650+13.4% | Added |
| Van Hulzen Asset Management, LLC | 22,281 | $11.3M | 0.82% | +384+1.8% | Added |
| Crossmark Global Holdings, Inc. | 22,245 | $11.3M | 0.21% | −753−3.3% | Reduced |
| CAPROCK Group, Inc. | 22,241 | $11.3M | 0.37% | −53−0.2% | Reduced |
| Sawgrass Asset Management LLC | 22,219 | $11.2M | 1.23% | −9,793−30.6% | Reduced |
| Brevan Howard Capital Management LP | 22,109 | $11.2M | 0.28% | +14,287+182.7% | Added |
| Churchill Management Corp | 22,046 | $11.2M | 0.12% | −497−2.2% | Reduced |
| Trexquant Investment LP | 22,023 | $11.1M | 0.13% | +22,023 | New |
| Core Alternative Capital | 22,010 | $11.1M | 2.33% | −1,955−8.2% | Reduced |
| Savant Capital, LLC | 21,866 | $11.1M | 0.09% | +910+4.3% | Added |
| Beacon Investment Advisory Services, Inc. | 21,840 | $11.0M | 0.48% | +86+0.4% | Added |
| Torray LLC | 21,818 | $11.0M | 1.58% | −5,507−20.2% | Reduced |
| Ascent Group, LLC | 21,805 | $11.0M | 0.83% | +59+0.3% | Added |
| Westpac Banking Corp | 21,593 | $10.9M | 0.72% | −11,794−35.3% | Reduced |
| Congress Wealth Management LLC | 21,572 | $10.9M | 0.15% | −30,171−58.3% | Reduced |
| Artemis Investment Management LLP | 21,476 | $10.9M | 0.15% | −40,981−65.6% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 21,466 | $10.9M | 1.83% | −30.0% | Reduced |
| Soltis Investment Advisors LLC | 21,444 | $10.8M | 1.00% | +3,148+17.2% | Added |
| Mission Wealth Management, LP | 21,383 | $10.8M | 0.26% | +235+1.1% | Added |
| Concurrent Investment Advisors, LLC | 21,333 | $10.8M | 0.29% | −666−3.0% | Reduced |
| Logan Capital Management Inc | 21,178 | $10.7M | 0.45% | −2,042−8.8% | Reduced |
| Ossiam | 21,127 | $10.7M | 0.18% | +21,056+29,656.3% | Added |
| Richard Bernstein Advisors LLC | 21,062 | $10.7M | 0.24% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 21,053 | $10.7M | 0.20% | −11,947−36.2% | Reduced |
| DuPont Capital Management Corp | 20,925 | $10.6M | 0.99% | −9,288−30.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 20,850 | $10.5M | 0.85% | +8,066+63.1% | Added |
| Hilltop Holdings Inc. | 20,699 | $10.5M | 0.66% | −370−1.8% | Reduced |
| Warren Averett Asset Management, LLC | 20,522 | $10.4M | 0.16% | +8,433+69.8% | Added |
| Scholtz & Company, LLC | 20,506 | $10.4M | 4.95% | −875−4.1% | Reduced |
| Signaturefd, LLC | 20,457 | $10.3M | 0.20% | −1,239−5.7% | Reduced |
| Haverford Financial Services, Inc. | 20,278 | $10.3M | 3.13% | −2,429−10.7% | Reduced |
| Greenwich Wealth Management LLC | 20,243 | $10.2M | 0.72% | +46+0.2% | Added |
| Eldred Rock Partners, LLC | 20,195 | $10.2M | 3.51% | +46+0.2% | Added |
| Toth Financial Advisory Corp | 20,204 | $10.2M | 1.20% | +203+1.0% | Added |
| Stratos Wealth Partners, LTD. | 20,105 | $10.2M | 0.14% | +214+1.1% | Added |
| Pallas Capital Advisors LLC | 20,069 | $10.2M | 0.43% | −85−0.4% | Reduced |