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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.

Q1 2025 vs. Q4 2024

How the institutions holding UnitedHealth Group Inc changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of UNH: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders3,684623,613−9
Shares809.6M9.64M810.6M+10.6M (+1.3%)
Value$409.5B$4.88B$424.3B+$19.7B (+4.9%)

62 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (208)

Institutions that held UnitedHealth Group Inc at the end of Q1 2025 but not at the end of Q4 2024.

Showing the largest 100 of 208 by value.

Institutions new to UNH in Q1 2025
InstitutionSharesValue% of portfolio
Nuveen, LLC7,344,656$3.85B1.21%
Sarasin & Partners LLP554,313$290.3M3.15%
SurgoCap Partners LP271,740$142.3M7.03%
Alecta Pensionsforsakring, Omsesidigt217,500$113.9M0.64%
Worldquant Millennium Advisors LLC200,470$105.0M0.66%
ASR Vermogensbeheer N.V.175,329$91.8M1.36%
140 Summer Partners LP151,935$79.6M10.64%
Maverick Capital LtdSuperinvestorMaverick Capital146,918$76.9M1.39%
Virginia Retirement Systems Et Al126,800$66.4M0.49%
Empyrean Capital Partners, LP120,000$62.9M3.36%
Steadfast Capital Management LP113,500$59.4M1.69%
Brandes Investment Partners, LP99,868$52.3M0.53%
OP Asset Management Ltd96,893$50.7M0.86%
Estuary Capital Management LP95,300$49.9M12.11%
Rakuten Investment Management, Inc.84,115$43.4M0.20%
Discovery Capital Management, LLC74,420$39.0M4.66%
Solel Partners LP66,100$34.6M6.41%
Quantitative Investment Management, LLC60,538$31.7M2.92%
Nearwater Capital Markets, Ltd55,000$28.8M0.82%
683 Capital Management, LLC52,000$27.2M2.76%
Owl Creek Asset Management, L.P.42,754$22.4M3.63%
Siemens Fonds Invest GmbH29,185$15.3M1.05%
Smithbridge Asset Management Inc22,068$11.6M2.14%
Dynamic Advisor Solutions LLC21,366$11.2M0.37%
Zions Bancorporation, National Association20,745$10.9M0.69%
Banque Cantonale Vaudoise20,450$10.7M0.47%
Kingdon Capital Management, L.L.C.20,262$10.6M2.20%
AG2R la Mondiale Gestion D'Actifs33,921$10.2M0.56%
Philadelphia Financial Management of San Francisco, LLC18,910$9.90M2.20%
Greystone Financial Group, LLC17,462$9.15M1.66%
VestGen Advisors, LLC15,747$8.25M0.37%
Tounjian Advisory Partners, LLC17,998$7.26M1.36%
Entropy Technologies, LP12,616$6.61M0.64%
Prana Capital Management, LP10,501$5.50M0.22%
Turtle Creek Wealth Advisors, LLC9,491$4.97M0.74%
SIH Partners, LLLP9,466$4.96M0.44%
Panoramic Capital, LLC8,000$4.19M5.24%
Connors Investor Services Inc7,844$4.10M0.41%
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.7,793$4.08M0.84%
Campbell & CO Investment Adviser LLC7,774$4.07M0.31%
S-Bank Fund Management Ltd7,500$3.93M0.74%
Private Wealth Asset Management, LLC7,398$3.87M0.56%
Centre Asset Management, LLC7,327$3.84M0.99%
Caliber Wealth Management, LLC7,212$3.78M0.52%
Tema ETFs LLC6,987$3.66M1.09%
Lynx Capital Group Ltd6,341$3.32M1.71%
Inscription Capital, LLC6,087$3.01M0.50%
Delta Global Management LP5,140$2.69M0.19%
Fiduciary Family Office, LLC4,811$2.52M0.84%
SCS Capital Management LLC4,609$2.41M0.03%
Quantbot Technologies LP4,535$2.38M0.08%
Twin Tree Management, LP4,445$2.33M0.05%
Greenup Street Wealth Management LLC4,432$2.32M0.46%
Kempner Capital Management Inc.4,390$2.30M1.29%
Camarda Financial Advisors, LLC4,325$2.27M1.02%
Mach-1 Financial Group, Inc.4,026$2.11M0.63%
RedJay Asset Management Inc.4,000$2.10M1.13%
Cutter & CO Brokerage, Inc.3,963$2.08M0.49%
Occudo Quantitative Strategies LP4,000$2.06M0.27%
Bridgewater Advisors Inc.4,630$1.89M0.16%
Prelude Capital Management, LLC3,457$1.81M0.18%
Caxton Associates LLP3,422$1.79M0.06%
Brookwood Investment Group LLC3,228$1.69M0.29%
Advisors Preferred, LLC3,200$1.67M0.22%
RAM Investment Partners, LLC3,130$1.64M0.40%
Calton & Associates, Inc.2,874$1.51M0.34%
EFG Asset Management (North America) Corp.2,849$1.49M0.25%
SWP Investment Management LLC2,806$1.47M1.83%
Northstar Advisory Group, LLC2,430$1.27M0.83%
RF&L Wealth Management, LLC2,300$1.20M0.86%
Mfg Wealth Management, Inc.2,237$1.17M1.12%
Advisor Resource Council2,327$1.16M0.09%
Echo Wealth Management, LLC2,112$1.11M0.75%
Numerai GP LLC2,097$1.10M0.21%
Richard P Slaughter Associates Inc2,062$1.08M0.25%
3Chopt Investment Partners, LLC2,044$1.07M0.28%
Inceptionr LLC1,981$1.04M0.31%
Keb Asset Management, LLC1,934$1.01M0.29%
Impact Partnership Wealth, LLC1,695$887.5K0.19%
Croban1,562$818.1K0.75%
Pandora Wealth, Inc.1,539$806.1K0.53%
Falcon Wealth Planning1,428$747.9K0.08%
Versor Investments LP1,402$734.3K0.12%
Arrowpoint Investment Partners (Singapore) Pte. Ltd.1,400$733.3K0.34%
Lebenthal Global Advisors, LLC1,336$699.8K0.13%
Allium Financial Advisors, LLC1,307$684.5K0.62%
Laurion Capital Management LP1,175$615.4K0.05%
Good Steward Wealth Advisors,LLC1,141$597.6K0.54%
Revisor Wealth Management LLC1,137$595.5K0.26%
Capital Performance Advisors LLP1,119$586.0K0.13%
Neo Ivy Capital Management1,064$557.3K0.18%
Strategies Wealth Advisors, LLC1,006$526.8K0.06%
Corient IA LLC1,000$523.8K0.37%
Koss-Olinger Consulting, LLC995$521.0K0.04%
Gentry Private Wealth, LLC988$517.5K0.43%
Lazari Capital Management, Inc.932$488.0K0.20%
QTR Family Wealth, LLC909$476.2K0.36%
Planning Directions Inc909$475.8K0.20%
Axq Capital, LP906$474.5K0.19%
Essex LLC877$459.3K0.10%

Sold out (217)

Institutions that held UnitedHealth Group Inc at the end of Q4 2024 and filed for Q1 2025 without it.

Showing the largest 100 of 217 by value.

Institutions that sold out of UNH in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
GQG Partners LLC3,425,564$1.73B
Meritage Group LP300,755$152.1M
Renaissance Technologies LLC278,658$141.0M
Consulta Ltd275,000$139.1M
Abrams Bison Investments, LLC180,000$91.1M
CCLA Investment Management Ltd170,807$86.5M
Locust Wood Capital Advisers, LLC158,147$80.0M
ExodusPoint Capital Management, LP149,705$75.7M
Twinbeech Capital LP135,881$68.7M
Iron Triangle Partners LP120,700$61.1M
Samlyn Capital, LLC97,758$49.5M
Senator Investment Group LP75,000$37.9M
Magnetar Financial LLC72,227$36.5M
BSN Capital Partners Ltd72,818$36.4M
DJE Kapital AG66,702$33.6M
RBF Capital, LLC55,000$27.8M
Meridiem Capital Partners LP45,030$22.8M
Cable Car Capital LLC43,000$21.8M
Motley Fool Asset Management LLC42,546$21.5M
Canada Post Corp Registered Pension Plan35,593$18.0M
Act Two Investors LLC35,357$17.9M
Hutchinson Capital Management33,503$16.9M
Edgar Lomax Co29,755$15.1M
Moran Wealth Management, LLC28,229$14.3M
Tri Locum Partners LP28,115$14.2M
Two Sigma Advisers, LP27,800$14.1M
Covington Investment Advisors Inc.25,363$12.8M
Abner Herrman & Brock LLC24,412$12.3M
Leith Wheeler Investment Counsel Ltd.23,949$12.1M
Running Oak Capital LLC23,264$11.8M
Governors Lane LP22,600$11.4M
Ardsley Advisory Partners LP20,000$10.1M
Tran Capital Management, L.P.19,875$10.1M
XTX Topco Ltd19,706$9.97M
Whitford Management LLC18,675$9.45M
Unigestion Holding SA17,015$8.61M
HRT Financial LP16,058$8.12M
Strategic Wealth Designers15,523$7.85M
Hilton Capital Management, LLC14,232$7.20M
Point72 (DIFC) Ltd12,678$6.41M
Rockline Wealth Management, LLC12,305$6.22M
Proequities, Inc.11,790$6.13M
HGK Asset Management Inc11,524$5.83M
Trinity Legacy Partners, LLC10,207$5.16M
Advanced Portfolio Management, LLC10,000$5.06M
Point72 Hong Kong Ltd9,334$4.72M
Headlands Technologies LLC8,785$4.44M
Readystate Asset Management LP8,635$4.37M
DLK Investment Management, LLC8,607$4.35M
Vanderbilt University7,867$3.98M
WMS Partners, LLC7,493$3.79M
Exor Capital LLP7,110$3.60M
Rice Partnership, LLC6,389$3.23M
Weiss Asset Management LP6,283$3.18M
Channel Wealth LLC6,257$3.17M
Financial Advisory Partners, LLC6,235$3.15M
Baer Investment Advisory LLC4,065$3.14M
111 Capital6,195$3.13M
Anderson Hoagland & Co5,723$2.92M
Lecap Asset Management Ltd5,633$2.85M
Conscious Wealth Investments, LLC5,507$2.81M
Red Cedar Investment Management, LLC5,195$2.63M
Capital Management Associates, Inc4,322$2.19M
Oak Associates, Ltd4,169$2.11M
Clayton Financial Group LLC3,970$2.01M
PGGM Investments3,450$1.75M
Alpha DNA Investment Management LLC3,411$1.73M
Flow Traders U.S. LLC3,301$1.67M
Kings Path Partners LLC3,300$1.67M
Axecap Investments, LLC3,271$1.65M
Icon Advisers Inc3,203$1.62M
Lee Financial Co3,083$1.56M
Yarbrough Capital, LLC3,043$1.54M
One68 Global Capital, LLC3,000$1.52M
Legacy Bridge, LLC2,968$1.50M
Bridgefront Capital, LLC2,882$1.46M
Islay Capital Management, LLC2,847$1.44M
Dynamic Technology Lab Private Ltd2,745$1.39M
Kensington Investment Counsel, LLC2,661$1.35M
Jump Financial, LLC2,611$1.32M
Globeflex Capital L P2,447$1.24M
Bluesphere Advisors, LLC2,410$1.22M
Giverny Capital Inc.SuperinvestorGiverny Capital2,364$1.20M
CSS LLC2,200$1.11M
First Commonwealth Financial Corp2,058$1.04M
Cardinal Capital Management, Inc.1,960$991.5K
Napa Wealth Management1,951$986.9K
SMART Wealth LLC1,900$961.1K
Gouws Capital LLC1,876$949.0K
Decker Retirement Planning Inc.1,784$902.5K
Doliver Advisors, LP1,751$886.0K
Rational Advisors LLC1,744$882.2K
Board of the Pension Protection Fund1,500$758.8K
LaFleur & Godfrey LLC1,456$736.5K
FFT Wealth Management LLC1,456$736.3K
Hudson Value Partners, LLC1,446$731.5K
Laidlaw Wealth Management LLC1,409$712.8K
Maridea Wealth Management LLC1,392$704.2K
Impax Asset Management Group plc1,383$699.6K
Blueprint Investment Partners LLC1,302$658.6K

Not filed for Q1 2025 yet (62)

Institutions that held UnitedHealth Group Inc at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UNH in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Nuveen Asset Management, LLC7,126,845$3.61B
Swedbank AB2,114,602$1.07B
Eagle Ridge Investment Management67,611$34.2M
Madison Investment Advisors, LLC37,613$19.0M
Carlson Capital Management26,524$13.4M
Wetherby Asset Management Inc22,736$11.5M
Buckingham Capital Management, Inc.22,517$11.4M
Global Retirement Partners, LLC19,436$9.83M
Zions Bancorporation, N.A.18,093$9.15M
Avitas Wealth Management LLC16,358$8.27M
Strategic Wealth Partners, Ltd.13,202$7.01M
Ashburton (Jersey) Ltd12,762$6.46M
Lake Street Advisors Group, LLC12,223$6.18M
Fairhaven Wealth Management, LLC10,097$5.11M
Stenger Family Office, LLC9,749$4.93M
Vise Technologies, Inc.9,625$4.87M
Boston Financial Mangement LLC8,660$4.38M
Sugarloaf Wealth Management, LLC7,957$4.02M
Bray Capital Advisors7,665$3.88M
AlphaCentric Advisors LLC7,123$3.60M
Criterion Capital Advisors, LLC4,833$2.46M
TrinityPoint Wealth, LLC4,733$2.39M
Hilltop National Bank4,716$2.39M
Cornerstone Planning, LLC4,094$2.07M
Maxwell Wealth Strategies Inc.3,957$2.00M
Wellington Wealth Strategies, LLC.3,643$1.94M
Geller Advisors LLC3,728$1.89M
Oxford Wealth Group, LLC3,614$1.83M
Executive Wealth Management, LLC3,416$1.73M
Lakeview Capital Partners, LLC3,317$1.68M
Edge Capital Group, LLC2,700$1.37M
Dorchester Wealth Management Co2,631$1.33M
Legacy Capital Wealth Management, LLC2,333$1.18M
WR Wealth Planners, LLC2,315$1.17M
Kolinsky Wealth Management, LLC2,135$1.08M
Private Portfolio Partners LLC2,057$1.04M
Chiron Investment Management, LLC1,749$884.7K
Mosley Wealth Management1,400$753.4K
Northwest Bank & Trust Co1,180$720.0K
HTLF Bank1,423$719.8K
SignalPoint Asset Management, LLC1,047$529.6K
Unionview, LLC1,038$525.1K
Fernwood Investment Management, LLC1,018$515.0K
Merriman Wealth Management, LLC888$449.3K
Private Capital Management LLC780$394.6K
Gray Wealth Management Inc.751$379.9K
Peninsula Wealth, LLC647$327.4K
Triton Wealth Management, PLLC493$294.7K
Wintrust Investments LLC532$269.0K
Campbell Wealth Management502$254.0K
Anchor Pointe Wealth Management, LLC440$223.4K
Natixis Investment Managers International237$119.9K
Cassady Schiller Wealth Management, LLC232$117.4K
Kiely Wealth Advisory Group, Inc.160$85.3K
Householder Group Estate & Retirement Specialist, LLC159$80.0K
Legacy Investment Solutions, LLC84$44.3K
Oliver Lagore Vanvalin Investment Group60$30.4K
AlphaMark Advisors, LLC60$30.0K
Chapman Financial Group, LLC33$16.7K
Financial Gravity Companies, Inc.17$8.60K
HBC Financial Services, PLLC17$8.00K
Sanctuary Wealth Management, L.L.C.5$2.53K