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 |
|---|---|---|---|---|---|
| Lyell Wealth Management, LP | 1,161 | $608.1K | 0.06% | −2,216−65.6% | Reduced |
| Curbstone Financial Management Corp | 1,164 | $609.6K | 0.13% | 00.0% | Unchanged |
| 360 Financial, Inc. | 1,167 | $611.1K | 0.22% | +79+7.3% | Added |
| White Knight Strategic Wealth Advisors, LLC | 1,168 | $611.7K | 0.56% | −1,688−59.1% | Reduced |
| Traphagen Investment Advisors LLC | 1,168 | $611.9K | 0.06% | −4−0.3% | Reduced |
| Canal Capital Management, LLC | 1,169 | $612.4K | 0.10% | −12,388−91.4% | Reduced |
| Arcataur Capital Management LLC | 1,172 | $613.8K | 0.21% | −80−6.4% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 1,173 | $614.5K | 0.25% | +344+41.5% | Added |
| TBH Global Asset Management, LLC | 1,174 | $614.8K | 0.12% | +18+1.6% | Added |
| Fortitude Advisory Group L.L.C. | 1,051 | $615.0K | 0.44% | −463−30.6% | Reduced |
| Armbruster Capital Management, Inc. | 1,175 | $615.4K | 0.12% | −3−0.3% | Reduced |
| Laurion Capital Management LP | 1,175 | $615.4K | 0.05% | +1,175 | New |
| Persium Advisors, LLC | 1,178 | $617.0K | 0.58% | +192+19.5% | Added |
| Carson Advisory Inc. | 1,178 | $617.2K | 0.42% | 00.0% | Unchanged |
| LongView Wealth Management | 1,181 | $618.4K | 0.19% | −4−0.3% | Reduced |
| First City Capital Management, Inc. | 1,183 | $619.6K | 0.37% | +52+4.6% | Added |
| Centerpoint Advisors, LLC | 1,184 | $620.0K | 0.23% | −204−14.7% | Reduced |
| Atlas Brown,Inc. | 1,184 | $620.2K | 0.22% | −67−5.4% | Reduced |
| Whipplewood Advisors, LLC | 1,122 | $620.6K | 0.37% | −114−9.2% | Reduced |
| Winthrop Advisory Group LLC | 1,186 | $621.1K | 0.07% | −115−8.8% | Reduced |
| Elevated Capital Advisors, LLC | 1,186 | $621.3K | 0.17% | +35+3.0% | Added |
| Code Waechter LLC | 1,189 | $623.0K | 0.51% | −64−5.1% | Reduced |
| Severin Investments, LLC | 1,195 | $625.7K | 0.63% | −599−33.4% | Reduced |
| Parcion Private Wealth LLC | 1,199 | $628.0K | 0.05% | +37+3.2% | Added |
| Woodley Farra Manion Portfolio Management Inc | 1,201 | $629.0K | 0.03% | −106,598−98.9% | Reduced |
| Twin City Private Wealth, LLC | 1,202 | $629.5K | 0.55% | −91−7.0% | Reduced |
| Leo Wealth, LLC | 1,202 | $629.5K | 0.09% | −94−7.3% | Reduced |
| NFP Retirement, Inc. | 1,202 | $629.6K | 0.05% | −52−4.1% | Reduced |
| Novak & Powell Financial Services, Inc. | 1,203 | $630.3K | 0.39% | −98−7.5% | Reduced |
| Salomon & Ludwin, LLC | 1,211 | $634.3K | 0.07% | 00.0% | Unchanged |
| PCG Asset Management, LLC | 1,211 | $634.3K | 0.59% | +57+4.9% | Added |
| Valley National Advisers Inc | 1,215 | $635.0K | 0.11% | +88+7.8% | Added |
| Coign Capital Advisors LLC | 1,213 | $635.3K | 0.49% | −180−12.9% | Reduced |
| NavPoint Financial, Inc. | 1,215 | $636.3K | 0.45% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 1,215 | $636.5K | 0.74% | −120−9.0% | Reduced |
| Hoxton Planning & Management, LLC | 1,218 | $637.7K | 0.24% | −190−13.5% | Reduced |
| Ullmann Financial Group, Inc. | 1,225 | $641.7K | 0.09% | −190−13.4% | Reduced |
| Midwest Financial Group LLC | 1,227 | $642.9K | 0.37% | +4+0.3% | Added |
| Goldstein Advisors, LLC | 1,229 | $643.4K | 0.09% | +14+1.2% | Added |
| Charter Oak Capital Management, LLC | 1,229 | $643.5K | 0.06% | −172−12.3% | Reduced |
| Navellier & Associates Inc | 1,593 | $645.0K | 0.09% | +5+0.3% | Added |
| Auxano Advisors, LLC | 1,237 | $647.9K | 0.17% | +9+0.7% | Added |
| Monterey Private Wealth, Inc. | 1,237 | $647.9K | 0.19% | +4+0.3% | Added |
| Mindset Wealth Management, LLC | 1,243 | $651.1K | 0.25% | −284−18.6% | Reduced |
| Clifford Group, LLC | 1,244 | $651.6K | 0.61% | −235−15.9% | Reduced |
| Bard Financial Services, Inc. | 1,245 | $652.1K | 0.08% | −765−38.1% | Reduced |
| Benin Management CORP | 1,245 | $652.1K | 0.19% | +535+75.4% | Added |
| Tyler-Stone Wealth Management | 1,246 | $652.3K | 0.12% | −119−8.7% | Reduced |
| LeClair Wealth Partners LLC | 1,246 | $652.6K | 0.47% | −1,404−53.0% | Reduced |
| Congress Park Capital LLC | 1,250 | $654.7K | 0.25% | +165+15.2% | Added |
| Latitude Advisors, LLC | 1,251 | $655.3K | 0.38% | −285−18.6% | Reduced |
| Gateway Wealth Partners, LLC | 1,253 | $656.0K | 0.15% | +95+8.2% | Added |
| Wall Street Access Asset Management, LLC | 1,254 | $656.5K | 0.26% | −2,061−62.2% | Reduced |
| Washington Trust Co | 1,257 | $658.4K | 0.03% | −6−0.5% | Reduced |
| SOA Wealth Advisors, LLC. | 1,258 | $658.8K | 0.14% | −11−0.9% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 1,258 | $659.3K | 0.03% | +82+7.0% | Added |
| Empirical Asset Management, LLC | 1,260 | $660.1K | 0.23% | −20,596−94.2% | Reduced |
| Vista Investment Partners LLC | 1,262 | $661.0K | 0.20% | +446+54.7% | Added |
| Wellspring Financial Advisors, LLC | 1,264 | $661.2K | 0.07% | −31−2.4% | Reduced |
| Disciplined Investors, L.L.C. | 1,265 | $662.7K | 0.60% | +2+0.2% | Added |
| Prairiewood Capital, LLC | 1,266 | $663.2K | 0.27% | 00.0% | Unchanged |
| DDFG, Inc | 1,268 | $664.2K | 0.18% | 00.0% | Unchanged |
| ORG Partners LLC | 1,170 | $665.0K | 0.16% | −969−45.3% | Reduced |
| Gables Capital Management Inc. | 1,271 | $665.7K | 0.33% | +140+12.4% | Added |
| TFB Advisors LLC | 1,272 | $666.2K | 0.19% | +33+2.7% | Added |
| Grange Capital, LLC | 1,274 | $667.0K | 0.78% | −130−9.3% | Reduced |
| Bedel Financial Consulting, Inc. | 1,691 | $667.1K | 0.10% | +626+58.8% | Added |
| Baker Tilly Wealth Management, LLC | 1,276 | $668.3K | 0.26% | +65+5.4% | Added |
| Altiora Financial Group, LLC | 1,278 | $669.4K | 0.14% | −10−0.8% | Reduced |
| Black Diamond Financial, LLC | 1,280 | $670.4K | 0.10% | +8+0.6% | Added |
| Copperleaf Capital, LLC | 1,281 | $671.0K | 0.40% | −833−39.4% | Reduced |
| Wealth Group, Ltd. | 1,282 | $671.0K | 0.43% | −4−0.3% | Reduced |
| Penobscot Wealth Management | 1,281 | $671.0K | 0.28% | +12+0.9% | Added |
| Crescent Grove Advisors, LLC | 1,281 | $671.2K | 0.07% | +30+2.4% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,282 | $671.5K | 0.07% | −10−0.8% | Reduced |
| Center for Financial Planning, Inc. | 1,283 | $672.1K | 0.09% | +152+13.4% | Added |
| BCK Partners, Inc. | 1,285 | $673.0K | 0.42% | 00.0% | Unchanged |
| First Western Trust Bank | 1,287 | $674.1K | 0.03% | −13−1.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,293 | $677.2K | 0.06% | −837−39.3% | Reduced |
| Farringdon Capital, Ltd. | 1,293 | $677.2K | 0.34% | −2,182−62.8% | Reduced |
| Monument Capital Management | 1,294 | $677.8K | 0.21% | −494−27.6% | Reduced |
| Lakeshore Capital Group, Inc. | 1,295 | $678.4K | 0.65% | +30+2.4% | Added |
| VeraBank, N.A. | 1,297 | $679.3K | 0.19% | +6+0.5% | Added |
| Granite Harbor Advisors, Inc. | 1,302 | $681.9K | 0.36% | +183+16.4% | Added |
| MEMBERS Trust Co | 1,302 | $681.9K | 0.02% | +162+14.2% | Added |
| Wealth Management Associates, Inc. | 1,302 | $681.9K | 0.29% | −93−6.7% | Reduced |
| Klingman & Associates, LLC | 1,306 | $684.0K | 0.04% | −574−30.5% | Reduced |
| Allium Financial Advisors, LLC | 1,307 | $684.5K | 0.62% | +1,307 | New |
| Aspetuck Financial Management LLC | 1,309 | $685.6K | 0.59% | −5−0.4% | Reduced |
| Titleist Asset Management, LLC | 1,313 | $687.5K | 0.08% | −763−36.8% | Reduced |
| Eagle Wealth Strategies LLC | 1,317 | $690.0K | 0.42% | −354−21.2% | Reduced |
| LS Investment Advisors, LLC | 1,325 | $694.0K | 0.11% | −350−20.9% | Reduced |
| ODonnell Financial Services, LLC | 1,328 | $695.5K | 0.29% | +12+0.9% | Added |
| Lebenthal Global Advisors, LLC | 1,336 | $699.8K | 0.13% | +1,336 | New |
| JB Capital LLC | 1,337 | $700.0K | 0.04% | +140+11.7% | Added |
| Security National Bank of So Dak | 1,343 | $703.4K | 0.40% | +272+25.4% | Added |
| Grant Private Wealth Management Inc | 1,345 | $704.4K | 0.76% | +14+1.1% | Added |
| Resurgent Financial Advisors LLC | 1,345 | $704.4K | 0.42% | +41+3.1% | Added |
| Kavar Capital Partners Group, LLC | 1,346 | $705.0K | 0.12% | −18−1.3% | Reduced |
| Jamison Private Wealth Management, Inc. | 1,348 | $706.3K | 0.11% | −23−1.7% | Reduced |