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 |
|---|---|---|---|---|---|
| Wealth Forward, LLC | 1,012 | $530.0K | 0.38% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 1,013 | $530.6K | 0.19% | −512−33.6% | Reduced |
| Park Edge Advisors, LLC | 1,016 | $532.3K | 0.15% | +182+21.8% | Added |
| Fogel Capital Management, Inc. | 1,017 | $532.7K | 0.29% | +8+0.8% | Added |
| Benchmark Financial Wealth Advisors, LLC | 1,017 | $532.9K | 0.20% | −115−10.2% | Reduced |
| JGP Wealth Management, LLC | 1,020 | $534.2K | 0.07% | +109+12.0% | Added |
| Kraft, Davis & Associates, LLC | 1,256 | $534.7K | 0.17% | −21−1.6% | Reduced |
| Werba Rubin Papier Wealth Management | 1,021 | $534.7K | 0.12% | −11−1.1% | Reduced |
| SWP Financial LLC | 1,026 | $537.4K | 0.33% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 1,026 | $537.7K | 0.30% | −20−1.9% | Reduced |
| Chicago Capital, LLC | 1,027 | $537.9K | 0.02% | +34+3.4% | Added |
| Tillman Hartley LLC | 1,030 | $539.5K | 0.16% | −89−8.0% | Reduced |
| Capula Management Ltd | 1,030 | $539.5K | 0.00% | +220+27.2% | Added |
| Renaissance Group LLC | 1,032 | $540.3K | 0.02% | −328−24.1% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 1,033 | $541.0K | 0.20% | 00.0% | Unchanged |
| Tandem Wealth Advisors LLC | 1,034 | $541.6K | 0.28% | +154+17.5% | Added |
| May Barnhard Investments LLC | 1,034 | $541.9K | 0.27% | +165+19.0% | Added |
| Davis Capital Management | 1,035 | $542.1K | 0.43% | −59−5.4% | Reduced |
| Aspire Growth Partners LLC | 1,387 | $542.4K | 0.48% | +341+32.6% | Added |
| Alhambra Investment Partners LLC | 1,036 | $542.6K | 0.28% | −8−0.8% | Reduced |
| Private Wealth Partners, LLC | 1,038 | $543.5K | 0.05% | −572−35.5% | Reduced |
| Sage Rhino Capital LLC | 1,042 | $545.7K | 0.13% | −29−2.7% | Reduced |
| Sims Investment Management, LLC | 1,046 | $547.9K | 0.24% | +14+1.4% | Added |
| Prostatis Group LLC | 1,047 | $548.4K | 0.17% | −73−6.5% | Reduced |
| Forefront Wealth Partners, LLC | 1,048 | $549.1K | 0.37% | −66−5.9% | Reduced |
| High Net Worth Advisory Group LLC | 1,048 | $549.2K | 0.16% | 00.0% | Unchanged |
| Diligent Investors, LLC | 1,050 | $549.9K | 0.13% | +14+1.4% | Added |
| Hickory Asset Management, Inc. | 1,050 | $550.0K | 0.49% | −55−5.0% | Reduced |
| Traveka Wealth, LLC | 1,050 | $550.2K | 0.31% | +42+4.2% | Added |
| Darden Wealth Group Inc | 1,054 | $552.0K | 0.43% | 00.0% | Unchanged |
| Tuttle Tactical Management | 1,060 | $555.2K | 2.44% | +431+68.5% | Added |
| Neo Ivy Capital Management | 1,064 | $557.3K | 0.18% | +1,064 | New |
| Veracity Capital LLC | 1,066 | $558.1K | 0.22% | −192−15.3% | Reduced |
| Osborne Partners Capital Management, LLC | 1,066 | $558.3K | 0.03% | +26+2.5% | Added |
| Visionary Wealth Advisors | 1,068 | $559.2K | 0.03% | −86−7.5% | Reduced |
| Holistic Financial Partners | 1,068 | $559.4K | 0.27% | +33+3.2% | Added |
| Guardian Wealth Advisors, LLC | 1,070 | $560.5K | 0.36% | −60−5.3% | Reduced |
| Evolution Wealth Advisors, LLC | 1,071 | $560.9K | 0.09% | +658+159.3% | Added |
| Heritage Financial Services, LLC | 1,071 | $560.9K | 0.06% | −137−11.3% | Reduced |
| Rappaport Reiches Capital Management, LLC | 1,072 | $561.4K | 0.14% | −19−1.7% | Reduced |
| Atala Financial Inc | 1,072 | $561.5K | 0.42% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 1,076 | $562.6K | 0.31% | −69−6.0% | Reduced |
| Mendel Capital Management LLC | 1,075 | $562.8K | 0.34% | +60+5.9% | Added |
| Amplius Wealth Advisors, LLC | 1,075 | $563.2K | 0.06% | −18−1.6% | Reduced |
| Impact Investors, Inc | 1,077 | $564.1K | 0.44% | −12−1.1% | Reduced |
| Genesee Capital Advisors, LLC | 1,078 | $564.8K | 0.28% | −13−1.2% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,078 | $565.0K | 0.26% | 00.0% | Unchanged |
| Navalign, LLC | 1,081 | $566.1K | 0.16% | 00.0% | Unchanged |
| waypoint wealth counsel | 1,082 | $566.7K | 0.36% | +191+21.4% | Added |
| Deseret Mutual Benefit Administrators | 1,083 | $567.2K | 0.28% | +54+5.2% | Added |
| Hengehold Capital Management LLC | 1,083 | $567.3K | 0.05% | −20−1.8% | Reduced |
| Oxford Financial Group Ltd | 1,084 | $567.6K | 0.04% | +70+6.9% | Added |
| New Covenant Trust Company, N.A. | 1,101 | $568.2K | 0.60% | −54−4.7% | Reduced |
| Pathway Financial Advisors LLC | 1,087 | $569.3K | 0.10% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 1,089 | $570.4K | 0.49% | −6−0.5% | Reduced |
| HFR Wealth Management, LLC | 1,090 | $570.9K | 0.14% | −50−4.4% | Reduced |
| Cornerstone Capital, Inc. | 1,092 | $571.9K | 0.06% | 00.0% | Unchanged |
| Discipline Wealth Solutions, LLC | 1,092 | $571.9K | 0.27% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 1,093 | $572.5K | 0.17% | +90+9.0% | Added |
| Oxinas Partners Wealth Management LLC | 1,095 | $573.7K | 0.34% | 00.0% | Unchanged |
| Successful Portfolios LLC | 1,095 | $573.7K | 0.39% | +10+0.9% | Added |
| One Wealth Capital Management, LLC | 1,096 | $574.0K | 0.31% | −59−5.1% | Reduced |
| RMR Wealth Builders | 1,097 | $574.3K | 0.06% | −2,937−72.8% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 1,100 | $576.0K | 0.03% | −960−46.6% | Reduced |
| Orion Investment Co | 1,100 | $576.1K | 0.24% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 1,100 | $576.1K | 0.08% | +633+135.5% | Added |
| George Kaiser Family Foundation | 1,100 | $576.1K | 0.08% | +633+135.5% | Added |
| Lockerman Financial Group, Inc. | 1,102 | $577.2K | 0.87% | −36−3.2% | Reduced |
| Fortress Wealth Group, LLC | 1,414 | $578.5K | 0.28% | −51−3.5% | Reduced |
| Benedict Financial Advisors Inc | 1,108 | $580.2K | 0.13% | +43+4.0% | Added |
| Maripau Wealth Management LLC | 1,108 | $580.3K | 0.33% | +247+28.7% | Added |
| North Forty Two & Co. | 1,109 | $580.8K | 0.64% | −50−4.3% | Reduced |
| Drake & Associates, LLC | 1,110 | $581.4K | 0.16% | +204+22.5% | Added |
| Capital A Wealth Management, LLC | 1,111 | $581.9K | 0.61% | +6+0.5% | Added |
| Aspen Grove Capital, LLC | 1,112 | $582.4K | 0.11% | −110−9.0% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 1,118 | $585.5K | 0.39% | +2+0.2% | Added |
| Capital Performance Advisors LLP | 1,119 | $586.0K | 0.13% | +1,119 | New |
| Omnia Family Wealth, LLC | 1,125 | $589.2K | 0.25% | +258+29.8% | Added |
| First Heartland Consultants, Inc. | 1,126 | $589.6K | 0.06% | −114−9.2% | Reduced |
| Waters Parkerson & Co., LLC | 1,126 | $589.7K | 0.03% | −100−8.2% | Reduced |
| Iron Horse Wealth Management, LLC | 1,131 | $592.4K | 0.19% | −6−0.5% | Reduced |
| Planning Center, Inc. | 1,131 | $592.5K | 0.07% | 00.0% | Unchanged |
| Baker Boyer National Bank | 1,133 | $593.4K | 0.22% | −50−4.2% | Reduced |
| Ballast Advisors LLC | 1,135 | $594.5K | 0.19% | +31+2.8% | Added |
| Hallmark Capital Management Inc | 1,136 | $595.0K | 0.05% | −9−0.8% | Reduced |
| Revisor Wealth Management LLC | 1,137 | $595.5K | 0.26% | +1,137 | New |
| Quadrant Private Wealth Management, LLC | 1,140 | $597.1K | 0.15% | −92−7.5% | Reduced |
| Compass Capital Corp | 1,285 | $597.4K | 0.31% | +235+22.4% | Added |
| Good Steward Wealth Advisors,LLC | 1,141 | $597.6K | 0.54% | +1,141 | New |
| Coastal Investment Advisors, Inc. | 1,141 | $597.8K | 0.27% | −68−5.6% | Reduced |
| Bouchey Financial Group Ltd | 1,144 | $599.2K | 0.05% | −198−14.8% | Reduced |
| Tandem Investment Partners LLC | 1,147 | $600.7K | 0.59% | −1−0.1% | Reduced |
| Foster Group, Inc. | 1,150 | $602.1K | 0.02% | −11−0.9% | Reduced |
| Dillon & Associates Inc | 1,150 | $603.0K | 0.09% | −17−1.5% | Reduced |
| Broadway Wealth Solutions, Inc. | 1,151 | $603.1K | 0.44% | +24+2.1% | Added |
| WMG Financial Advisors, LLC | 1,152 | $603.4K | 0.26% | −4−0.3% | Reduced |
| Aire Advisors, LLC | 1,153 | $603.6K | 0.13% | −541−31.9% | Reduced |
| Hemington Wealth Management | 1,154 | $604.0K | 0.09% | +28+2.5% | Added |
| First Command Advisory Services, Inc. | 1,157 | $606.0K | 0.01% | +56+5.1% | Added |
| Waldron Private Wealth LLC | 1,159 | $607.0K | 0.03% | −10,886−90.4% | Reduced |