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
- 3,613
- −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
- 1,667 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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cascade Financial Partners, LLC | 892 | $467.2K | 0.06% | −56−5.9% | Reduced |
| Innova Wealth Partners | 892 | $467.2K | 0.29% | −8−0.9% | Reduced |
| AlphaStar Capital Management, LLC | 894 | $468.0K | 0.05% | +24+2.8% | Added |
| Albert D Mason Inc | 894 | $468.2K | 0.32% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 895 | $468.8K | 0.23% | +290+47.9% | Added |
| Satovsky Asset Management LLC | 896 | $469.4K | 0.11% | +3+0.3% | Added |
| Asset Allocation & Management Company, LLC | 900 | $471.0K | 0.24% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 900 | $471.4K | 0.33% | +67+8.0% | Added |
| Everpar Advisors LLC | 902 | $472.4K | 0.25% | +94+11.6% | Added |
| Axq Capital, LP | 906 | $474.5K | 0.19% | +906 | New |
| Centennial Wealth Advisory LLC | 906 | $474.8K | 0.17% | +80+9.7% | Added |
| Strata Wealth Advisors, LLC | 908 | $475.6K | 0.15% | −30−3.2% | Reduced |
| Planning Directions Inc | 909 | $475.8K | 0.20% | +909 | New |
| QTR Family Wealth, LLC | 909 | $476.2K | 0.36% | +909 | New |
| Matisse Capital | 911 | $477.1K | 0.25% | −19−2.0% | Reduced |
| Wealthedge Investment Advisors, LLC | 911 | $477.6K | 0.22% | −260−22.2% | Reduced |
| Emerald Advisors, LLC | 912 | $477.6K | 0.06% | +156+20.6% | Added |
| Kerntke Otto McGlone Wealth Management Group | 916 | $479.6K | 0.42% | −40−4.2% | Reduced |
| Pasadena Private Wealth, LLC | 918 | $480.6K | 0.09% | +63+7.4% | Added |
| West Coast Financial LLC | 919 | $481.1K | 0.05% | −641−41.1% | Reduced |
| Barrett & Company, Inc. | 919 | $481.3K | 0.21% | 00.0% | Unchanged |
| Rooted Wealth Advisors, Inc. | 918 | $482.2K | 0.21% | +54+6.3% | Added |
| New England Capital Financial Advisors LLC | 921 | $482.4K | 0.25% | +1+0.1% | Added |
| Kerrisdale Advisers, LLC | 922 | $482.9K | 0.20% | −930−50.2% | Reduced |
| Townsend Asset Management Corp | 923 | $483.5K | 0.19% | −435−32.0% | Reduced |
| Clarity Financial LLC | 924 | $483.8K | 0.06% | −606−39.6% | Reduced |
| Foster Victor Wealth Advisors, LLC | 808 | $484.4K | 0.04% | −52−6.0% | Reduced |
| MSH Capital Advisors LLC | 925 | $484.5K | 0.15% | −17−1.8% | Reduced |
| White Pine Capital LLC | 926 | $485.0K | 0.17% | +101+12.2% | Added |
| Darwin Advisors, LLC | 959 | $485.4K | 0.16% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 928 | $485.9K | 0.08% | +70+8.2% | Added |
| StrongBox Wealth, LLC | 929 | $486.6K | 0.20% | −37−3.8% | Reduced |
| Red Wave Investments LLC | 929 | $486.6K | 0.17% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 930 | $487.3K | 0.05% | −320−25.6% | Reduced |
| Optivise Advisory Services LLC | 930 | $487.3K | 0.27% | +69+8.0% | Added |
| STAR Financial Bank | 931 | $487.6K | 0.36% | −126−11.9% | Reduced |
| Swisher Financial Concepts, Inc. | 931 | $487.6K | 0.40% | +163+21.2% | Added |
| MFA Wealth Services | 931 | $487.8K | 0.40% | −80−7.9% | Reduced |
| Lazari Capital Management, Inc. | 932 | $488.0K | 0.20% | +932 | New |
| Sandy Cove Advisors, LLC | 933 | $488.8K | 0.20% | −118−11.2% | Reduced |
| Fortis Capital Management LLC | 937 | $490.8K | 0.10% | −8,543−90.1% | Reduced |
| Seelaus Asset Management LLC | 937 | $490.9K | 0.47% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 938 | $491.0K | 0.06% | +13+1.4% | Added |
| Birch Hill Investment Advisors LLC | 940 | $492.1K | 0.02% | −221−19.0% | Reduced |
| Klingenstein Fields & Co LP | 941 | $492.8K | 0.02% | +13+1.4% | Added |
| TCI Wealth Advisors, Inc. | 943 | $493.9K | 0.04% | −574−37.8% | Reduced |
| Lantz Financial LLC | 945 | $494.9K | 0.14% | −40−4.1% | Reduced |
| Van Strum & Towne Inc. | 945 | $494.9K | 0.17% | 00.0% | Unchanged |
| Leeward Financial Partners, LLC | 946 | $495.6K | 0.19% | −1,198−55.9% | Reduced |
| Sonata Capital Group Inc | 947 | $496.0K | 0.22% | −550−36.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 951 | $497.9K | 0.21% | −26−2.7% | Reduced |
| Teza Capital Management LLC | 952 | $498.6K | 0.23% | −1,344−58.5% | Reduced |
| Alpine Woods Capital Investors, LLC | 954 | $499.7K | 0.13% | +260+37.5% | Added |
| Washburn Capital Management, Inc. | 955 | $500.5K | 0.33% | −25−2.6% | Reduced |
| Bruce G. Allen Investments, LLC | 956 | $500.7K | 0.40% | −38−3.8% | Reduced |
| Sutton Place Investors LLC | 956 | $500.7K | 0.34% | +17+1.8% | Added |
| DAGCO, Inc. | 960 | $502.8K | 0.16% | +11+1.2% | Added |
| Cache Advisors, LLC | 962 | $503.8K | 0.19% | 00.0% | Unchanged |
| Watts Gwilliam & Co., LLC | 964 | $504.8K | 0.11% | +73+8.2% | Added |
| Ewa, LLC | 964 | $505.0K | 0.19% | −158−14.1% | Reduced |
| Ignite Planners, LLC | 1,261 | $505.3K | 0.10% | −82−6.1% | Reduced |
| Tower Wealth Partners, Inc. | 966 | $505.9K | 0.27% | −133−12.1% | Reduced |
| Insight Advisors, LLC | 966 | $506.2K | 0.09% | −185−16.1% | Reduced |
| Monograph Wealth Advisors, LLC | 967 | $506.6K | 0.07% | −210−17.8% | Reduced |
| Stonebridge Financial Planning Group, LLC | 969 | $507.6K | 0.23% | −221−18.6% | Reduced |
| Atom Investors LP | 970 | $508.0K | 0.06% | 00.0% | Unchanged |
| Intrepid Financial Planning Group LLC | 974 | $510.1K | 0.24% | −19−1.9% | Reduced |
| Stillwater Capital Advisors, LLC | 975 | $510.7K | 0.07% | −34,292−97.2% | Reduced |
| Global Financial Private Client, LLC | 977 | $511.7K | 0.20% | +13+1.3% | Added |
| Ascent Capital Management, LLC | 978 | $512.1K | 0.52% | +4+0.4% | Added |
| Aldebaran Financial Inc. | 978 | $512.2K | 0.63% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 978 | $512.2K | 0.13% | −31−3.1% | Reduced |
| Ridgecrest Wealth Partners, LLC | 981 | $513.7K | 0.27% | −71−6.7% | Reduced |
| Sustainable Insight Capital Management, LLC | 981 | $513.8K | 0.26% | +300+44.1% | Added |
| Custos Family Office, LLC | 983 | $514.7K | 0.18% | +331+50.8% | Added |
| Fiduciary Financial Group, LLC | 866 | $514.8K | 0.11% | −236−21.4% | Reduced |
| Good Life Advisors, LLC | 983 | $514.9K | 0.04% | +55+5.9% | Added |
| Security Financial Services, INC. | 984 | $515.4K | 0.10% | +87+9.7% | Added |
| Palmer Knight Co | 985 | $515.9K | 0.25% | 00.0% | Unchanged |
| JGP Global Gestao de Recursos Ltda. | 987 | $516.9K | 0.40% | −393−28.5% | Reduced |
| Pin Oak Investment Advisors Inc | 1,002 | $517.0K | 0.39% | +616+159.6% | Added |
| Gentry Private Wealth, LLC | 988 | $517.5K | 0.43% | +988 | New |
| Fortress Financial Group, LLC | 989 | $517.8K | 0.52% | +2+0.2% | Added |
| Dimension Capital Management LLC | 990 | $518.5K | 0.09% | −21−2.1% | Reduced |
| Koss-Olinger Consulting, LLC | 995 | $521.0K | 0.04% | +995 | New |
| W.H. Cornerstone Investments Inc. | 995 | $521.1K | 0.36% | −200−16.7% | Reduced |
| Commonwealth Financial Services, LLC | 996 | $521.8K | 0.11% | −8−0.8% | Reduced |
| Garden State Investment Advisory Services LLC | 995 | $522.6K | 0.17% | −57−5.4% | Reduced |
| Aletheian Wealth Advisors LLC | 999 | $523.3K | 0.29% | +86+9.4% | Added |
| Papamarkou Wellner Asset Management inc. | 1,000 | $523.8K | 0.36% | −3,655−78.5% | Reduced |
| Codex Capital Asset Management L.L.C. | 1,000 | $523.8K | 0.25% | 00.0% | Unchanged |
| AtlasMark Financial, Inc | 1,000 | $523.8K | 0.49% | 00.0% | Unchanged |
| Corient IA LLC | 1,000 | $523.8K | 0.37% | +1,000 | New |
| Smith Anglin Financial, LLC | 1,003 | $525.3K | 0.06% | −74−6.9% | Reduced |
| Matauro, LLC | 1,004 | $525.6K | 0.11% | +10+1.0% | Added |
| Strategies Wealth Advisors, LLC | 1,006 | $526.8K | 0.06% | +1,006 | New |
| AllSquare Wealth Management LLC | 1,007 | $527.4K | 0.31% | −510−33.6% | Reduced |
| McAdam, LLC | 1,007 | $527.6K | 0.03% | +27+2.8% | Added |
| Waddell & Associates, LLC | 1,007 | $527.6K | 0.06% | −1−0.1% | Reduced |
| Breed's Hill Capital LLC | 1,010 | $529.0K | 0.29% | +31+3.2% | Added |