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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.

13F holders, Q1 2025

Institutional positions in UnitedHealth Group Inc as of Mar 31, 2025. 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
3,614
−9 vs. Q4 2024
Shares held
810.6M
+10.6M (+1.3%) vs. Q4 2024
Total value
$424.3B
+$19.7B (+4.9%) vs. Q4 2024
New holders
208
1,410 more added
Sold out
217
1,668 more reduced

62 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2025: 3,614 institutions
Q1 2021: 2,516 institutionsQ2 2021: 2,592 institutionsQ3 2021: 2,573 institutionsQ4 2021: 2,909 institutionsQ1 2022: 2,966 institutionsQ2 2022: 2,965 institutionsQ3 2022: 2,999 institutionsQ4 2022: 3,160 institutionsQ1 2023: 3,115 institutionsQ2 2023: 3,137 institutionsQ3 2023: 3,145 institutionsQ4 2023: 3,422 institutionsQ1 2024: 3,385 institutionsQ2 2024: 3,407 institutionsQ3 2024: 3,477 institutionsQ4 2024: 3,685 institutionsQ1 2025: 3,614 institutionsQ2 2025: 3,186 institutionsQ3 2025: 3,169 institutionsQ4 2025: 3,312 institutionsQ1 2026: 3,055 institutionsQ2 2026: 3,395 institutions
Value heldQ1 2025: $424.3B
Q1 2021: $307.3BQ2 2021: $330.1BQ3 2021: $321.7BQ4 2021: $413.9BQ1 2022: $418.3BQ2 2022: $422.0BQ3 2022: $413.5BQ4 2022: $434.2BQ1 2023: $383.6BQ2 2023: $388.4BQ3 2023: $407.5BQ4 2023: $428.0BQ1 2024: $398.9BQ2 2024: $411.9BQ3 2024: $474.6BQ4 2024: $409.5BQ1 2025: $424.3BQ2 2025: $241.1BQ3 2025: $253.5BQ4 2025: $248.2BQ1 2026: $202.4BQ2 2026: $325.1B
Institutions holding UNH and their total value by quarter
QuarterHoldersValue
Q2 20263,395$325.1B
Q1 20263,055$202.4B
Q4 20253,312$248.2B
Q3 20253,169$253.5B
Q2 20253,186$241.1B
Q1 20253,614$424.3B
Q4 20243,685$409.5B
Q3 20243,477$474.6B
Q2 20243,407$411.9B
Q1 20243,385$398.9B
Q4 20233,422$428.0B
Q3 20233,145$407.5B
Q2 20233,137$388.4B
Q1 20233,115$383.6B
Q4 20223,160$434.2B
Q3 20222,999$413.5B
Q2 20222,965$422.0B
Q1 20222,966$418.3B
Q4 20212,909$413.9B
Q3 20212,573$321.7B
Q2 20212,592$330.1B
Q1 20212,516$307.3B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q4 2024.

Institutions holding UNH in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
PEAK6 LLC2$9980.00%+1+100.0%Added
Richardson Capital Management LLC2$1.05K0.00%+2New
MorganRosel Wealth Management, LLC2$1.05K0.00%+2New
Caitong International Asset Management Co., Ltd2$1.05K0.00%+2New
Breakwater Investment Management3$1.57K0.00%00.0%Unchanged
Bear Mountain Capital, Inc.5$2.08K0.00%+5New
Bridge Generations Wealth Management LLC4$2.10K0.00%+4New
Ravenstone Capital Management Inc.5$2.62K0.00%−45−90.0%Reduced
HFM Investment Advisors, LLC5$2.62K0.00%+5New
Cedar Wealth Management, LLC6$3.14K0.00%00.0%Unchanged
Uniplan Investment Counsel, Inc.6$3.23K0.00%+6New
Crowley Wealth Management, Inc.7$3.67K0.00%+2+40.0%Added
Carolina Wealth Advisors, LLC8$4.19K0.00%00.0%Unchanged
Burkett Financial Services, LLC9$4.73K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC10$5.24K0.00%00.0%Unchanged
Mountain Hill Investment Partners Corp.10$5.24K0.01%00.0%Unchanged
Parkworth Wealth Management, Inc.11$5.76K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC12$6.29K0.00%00.0%Unchanged
Catherine Avery Investment Management LLC13$6.81K0.01%00.0%Unchanged
Morton Brown Family Wealth, LLC14$7.33K0.00%+14New
Tower View Investment Management & Research LLC16$8.26K0.00%−5−23.8%Reduced
Stephens Consulting, LLC16$8.38K0.00%−4−20.0%Reduced
C M Bidwell & Associates Ltd16$8.38K0.01%00.0%Unchanged
Pacifica Partners Inc.16$8.65K0.00%+7+77.8%Added
PayPay Securities Corp16$8.88K0.51%−9−36.0%Reduced
Flagship Wealth Advisors, LLC17$8.90K0.00%00.0%Unchanged
Beutel, Goodman & Co Ltd.18$9.00K0.00%+18New
Longfellow Investment Management Co LLC18$9.43K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC18$9.43K0.00%00.0%Unchanged
Gold Investment Management Ltd.18$9.43K0.00%+10+125.0%Added
Goodman Advisory Group, LLC18$9.43K0.00%+18New
Westend Capital Management, LLC19$9.95K0.00%00.0%Unchanged
Collier Financial19$10.0K0.01%00.0%Unchanged
Resolute Partners Group20$10.5K0.00%−398−95.2%Reduced
1 North Wealth Services LLC20$10.5K0.00%+20New
von Borstel & Associates, Inc.22$11.0K0.00%+22New
Tanglewood Legacy Advisors, LLC22$11.5K0.01%−100−82.0%Reduced
ESL Trust Services, LLC22$11.5K0.00%00.0%Unchanged
Eq Wealth Advisors, LLC22$11.5K0.01%+22New
Chesapeake Asset Management LLC22$12.0K0.01%−17−43.6%Reduced
POM Investment Strategies, LLC24$12.6K0.01%−16−40.0%Reduced
Minot DeBlois Advisors LLC25$13.1K0.01%−75−75.0%Reduced
Anfield Capital Management, LLC25$13.1K0.00%00.0%Unchanged
Advantage Trust Co25$13.1K0.01%00.0%Unchanged
NCP Inc.26$13.5K0.02%00.0%Unchanged
JDM Financial Group LLC26$13.6K0.01%00.0%Unchanged
Christopher J. Hasenberg, Inc27$14.1K0.01%+10+58.8%Added
PFG Private Wealth Management, LLC27$14.1K0.01%+18+200.0%Added
First Pacific Financial27$14.1K0.00%−1,991−98.7%Reduced
Winnow Wealth LLC29$14.9K0.01%+9+45.0%Added
Curio Wealth, LLC1$15.0K0.01%+1New
Marshall Investment Management, LLC30$15.6K0.01%−21−41.2%Reduced
Avondale Wealth Management30$15.7K0.01%00.0%Unchanged
ROSS\JOHNSON & Associates LLC30$15.7K0.27%+18+150.0%Added
Caas Capital Management LP30$15.7K0.01%+30New
Compass Financial Services Inc31$16.2K0.01%00.0%Unchanged
Comprehensive Financial Planning, Inc.31$16.3K0.02%00.0%Unchanged
Insight Financial Services33$17.6K0.01%00.0%Unchanged
Principia Wealth Advisory, LLC31$17.9K0.02%+8+34.8%Added
Fairway Wealth LLC40$20.9K0.01%+5+14.3%Added
Godsey & Gibb Associates44$23.0K0.00%+19+76.0%Added
CGC Financial Services, LLC45$23.6K0.01%−10−18.2%Reduced
Investors Research Corp45$23.6K0.01%+38+542.9%Added
Lummis Asset Management, LP46$24.1K0.02%00.0%Unchanged
Kathleen S. Wright Associates Inc.47$24.6K0.01%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC49$25.7K0.00%−25−33.8%Reduced
Pflug Koory, LLC52$27.2K0.02%00.0%Unchanged
Hurley Capital, LLC55$28.8K0.02%00.0%Unchanged
Bayforest Capital Ltd55$28.8K0.01%+48+685.7%Added
West Financial Advisors, LLC55$28.8K0.01%00.0%Unchanged
Knott David M Jr57$29.9K0.01%00.0%Unchanged
eCIO, Inc.57$29.9K0.01%+57New
Battery Global Advisors, LLC58$30.3K0.02%00.0%Unchanged
Graney & King, LLC60$31.5K0.02%+32+114.3%Added
Stuart Chaussee & Associates, Inc.61$31.9K0.01%00.0%Unchanged
Clal Insurance Enterprises Holdings Ltd62$32.0K0.00%+50+416.7%Added
Riggs Asset Managment Co. Inc.62$32.5K0.01%−157−71.7%Reduced
Northwest Capital Management Inc62$32.5K0.01%00.0%Unchanged
Signature Resources Capital Management, LLC63$33.0K0.03%00.0%Unchanged
Promus Capital, LLC63$33.0K0.03%00.0%Unchanged
Cedar Mountain Advisors, LLC65$34.2K0.01%−3−4.4%Reduced
Glass Jacobson Investment Advisors llc68$34.4K0.01%00.0%Unchanged
Kiker Wealth Management, LLC66$34.6K0.02%+66New
Financial Connections Group, Inc.67$35.0K0.02%−58−46.4%Reduced
Syntax Research, Inc.67$35.1K0.02%−4−5.6%Reduced
Keener Financial Planning LLC73$38.0K0.02%−300−80.4%Reduced
CarsonAllaria Wealth Management, Ltd.72$38.0K0.02%00.0%Unchanged
Evolution Advisers, Inc.75$39.0K0.02%−2−2.6%Reduced
Robinswood Financial LLC77$40.3K0.01%+77New
Compass Wealth Management LLC80$41.9K0.01%−70−46.7%Reduced
Pillar Financial Advisors, LLC80$41.9K0.03%00.0%Unchanged
IAG Wealth Partners, LLC80$41.9K0.01%+80New
Red Tortoise LLC81$42.4K0.02%−14−14.7%Reduced
Clear Investment Research, LLC82$43.0K0.06%00.0%Unchanged
Copia Wealth Management83$43.5K0.04%00.0%Unchanged
Legacy Wealth Managment, LLC84$44.0K0.03%00.0%Unchanged
O'Brien Wealth Partners LLC87$45.6K0.01%+37+74.0%Added
Cranbrook Wealth Management, LLC87$45.6K0.01%+14+19.2%Added
Investment Management Corp87$45.7K0.04%−1−1.1%Reduced
Ruedi Wealth Management, Inc.87$45.8K0.01%00.0%Unchanged