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 |
|---|---|---|---|---|---|
| Birinyi Associates Inc | 1,350 | $707.0K | 0.23% | 00.0% | Unchanged |
| Grassi Investment Management | 1,350 | $707.0K | 0.07% | +565+72.0% | Added |
| Washington Capital Management Inc | 1,355 | $709.7K | 0.57% | 00.0% | Unchanged |
| Copley Financial Group, Inc. | 1,358 | $711.3K | 0.54% | +9+0.7% | Added |
| Cahaba Wealth Management, Inc. | 1,363 | $714.0K | 0.06% | −1−0.1% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 1,364 | $714.6K | 0.23% | +25+1.9% | Added |
| Consolidated Planning Corp | 1,365 | $714.9K | 0.10% | −594−30.3% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,365 | $714.9K | 0.11% | −150−9.9% | Reduced |
| PrairieView Partners, LLC | 1,367 | $715.0K | 0.07% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 1,367 | $715.2K | 0.11% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,366 | $715.7K | 0.18% | +46+3.5% | Added |
| Global Trust Asset Management, LLC | 1,368 | $716.2K | 0.44% | −306−18.3% | Reduced |
| Stephenson National Bank & Trust | 1,368 | $716.5K | 0.26% | −91−6.2% | Reduced |
| Lewis Asset Management, LLC | 1,368 | $716.7K | 0.59% | +50+3.8% | Added |
| Murphy & Mullick Capital Management Corp | 1,370 | $717.4K | 0.69% | −36−2.6% | Reduced |
| Whalen Wealth Management Inc. | 1,371 | $718.1K | 0.48% | −1−0.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,372 | $718.6K | 0.21% | +20+1.5% | Added |
| Dogwood Wealth Management LLC | 1,374 | $719.5K | 0.38% | +159+13.1% | Added |
| State of Wyoming | 1,374 | $719.6K | 0.10% | −867−38.7% | Reduced |
| Parus Finance (UK) Ltd | 1,377 | $721.2K | 0.25% | +678+97.0% | Added |
| Reuter James Wealth Management, LLC | 1,379 | $722.4K | 0.13% | −167−10.8% | Reduced |
| Full Sail Capital, LLC | 1,388 | $727.0K | 0.05% | −224−13.9% | Reduced |
| American State Bank (Iowa) | 1,391 | $728.5K | 0.44% | +10+0.7% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,396 | $731.0K | 0.01% | +805+136.2% | Added |
| SGL Investment Advisors, Inc. | 1,900 | $732.5K | 0.38% | +133+7.5% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 1,400 | $733.3K | 0.34% | +1,400 | New |
| Versor Investments LP | 1,402 | $734.3K | 0.12% | +1,402 | New |
| Trust Co | 1,403 | $734.8K | 0.09% | +722+106.0% | Added |
| Cypress Wealth Services, LLC | 1,403 | $735.0K | 0.15% | −122−8.0% | Reduced |
| Ashton Thomas Securities, LLC | 1,416 | $736.4K | 0.20% | −1,120−44.2% | Reduced |
| Measured Wealth Private Client Group, LLC | 1,406 | $736.4K | 0.24% | −644−31.4% | Reduced |
| HF Advisory Group, LLC | 1,410 | $738.0K | 0.32% | +147+11.6% | Added |
| Summit Financial Strategies, Inc. | 1,417 | $742.0K | 0.07% | +52+3.8% | Added |
| Falcon Wealth Planning | 1,428 | $747.9K | 0.08% | +1,428 | New |
| Thomasville National Bank | 1,429 | $748.4K | 0.05% | +99+7.4% | Added |
| Root Financial Partners, LLC | 1,430 | $749.0K | 0.08% | −210−12.8% | Reduced |
| One + One Wealth Management, LLC | 1,434 | $751.1K | 0.41% | +139+10.7% | Added |
| KRS Capital Management, LLC | 1,437 | $752.4K | 0.60% | −42−2.8% | Reduced |
| Bank of Hawaii | 1,437 | $752.6K | 0.04% | +372+34.9% | Added |
| Jacobsen Capital Management | 1,440 | $754.2K | 0.33% | −97−6.3% | Reduced |
| Antonelli Financial Advisors, LLC | 1,440 | $754.4K | 0.61% | −51−3.4% | Reduced |
| Knuff & Co LLC | 1,441 | $754.7K | 0.25% | +1,306+967.4% | Added |
| Permanent Capital Management, LP | 1,442 | $755.2K | 0.22% | 00.0% | Unchanged |
| General Partner, Inc. | 1,446 | $757.3K | 0.49% | 00.0% | Unchanged |
| Womack Financial LLC | 1,449 | $758.9K | 0.69% | −100−6.5% | Reduced |
| Mystic Asset Management, Inc. | 1,450 | $759.4K | 0.20% | +283+24.3% | Added |
| Jackson, Grant Investment Advisers, Inc. | 1,454 | $761.7K | 0.29% | +4+0.3% | Added |
| First Bank & Trust | 1,459 | $764.2K | 0.15% | +76+5.5% | Added |
| Victory Financial Group, LLC | 1,391 | $765.2K | 0.15% | +547+64.8% | Added |
| Gerber, LLC | 1,463 | $766.2K | 0.64% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 1,463 | $766.2K | 0.09% | +460+45.9% | Added |
| Paragon Private Wealth Management, LLC | 1,466 | $767.6K | 0.36% | +328+28.8% | Added |
| Pointe Capital Management LLC | 1,467 | $768.3K | 0.45% | −106−6.7% | Reduced |
| Vista Wealth Management Group, LLC | 1,470 | $770.2K | 0.05% | +258+21.3% | Added |
| Aprio Wealth Management, LLC | 1,471 | $770.3K | 0.10% | +134+10.0% | Added |
| Lifeworks Advisors, LLC | 1,476 | $773.1K | 0.13% | −9−0.6% | Reduced |
| J.Safra Asset Management Corp | 1,476 | $773.3K | 0.06% | −413−21.9% | Reduced |
| Ssi Investment Management LLC | 1,480 | $775.1K | 0.06% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 1,483 | $776.6K | 0.14% | +123+9.0% | Added |
| First Affirmative Financial Network | 1,484 | $777.5K | 0.48% | −119−7.4% | Reduced |
| Summa Corp. | 1,485 | $777.8K | 0.45% | +35+2.4% | Added |
| Baron Wealth Management LLC | 1,486 | $778.3K | 0.34% | −359−19.5% | Reduced |
| Summit Wealth Partners, LLC | 1,490 | $780.4K | 0.16% | −194−11.5% | Reduced |
| Five Oceans Advisors | 1,492 | $781.4K | 0.37% | +3+0.2% | Added |
| Gladius Capital Management LP | 1,493 | $782.0K | 0.77% | −2,809−65.3% | Reduced |
| Buska Wealth Management, LLC | 1,494 | $782.5K | 0.25% | +23+1.6% | Added |
| Farmers Trust Co | 1,495 | $783.0K | 0.15% | −9−0.6% | Reduced |
| Blalock Williams, LLC | 1,499 | $785.1K | 0.88% | −112−7.0% | Reduced |
| EHP Funds Inc. | 1,500 | $785.6K | 0.88% | −100−6.3% | Reduced |
| Legacy Edge Advisors, LLC | 1,502 | $786.7K | 0.12% | −413−21.6% | Reduced |
| Drucker Wealth 3.0, LLC | 1,505 | $788.1K | 0.17% | −579−27.8% | Reduced |
| 44 Wealth Management LLC | 1,510 | $790.9K | 0.30% | +201+15.4% | Added |
| Quantum Financial Advisors, LLC | 1,511 | $791.6K | 0.12% | −11−0.7% | Reduced |
| Verum Partners LLC | 1,512 | $791.8K | 0.21% | −58−3.7% | Reduced |
| Bordeaux Wealth Advisors LLC | 1,512 | $791.9K | 0.15% | −135−8.2% | Reduced |
| CLG LLC | 1,513 | $792.6K | 0.28% | +28+1.9% | Added |
| Brandywine Oak Private Wealth LLC | 1,517 | $794.3K | 0.08% | −421−21.7% | Reduced |
| ASB Consultores, LLC | 1,519 | $795.6K | 0.52% | −759−33.3% | Reduced |
| Sather Financial Group Inc | 1,522 | $797.1K | 0.05% | +96+6.7% | Added |
| Cypress Capital, LLC | 1,524 | $798.2K | 0.23% | −138−8.3% | Reduced |
| Regal Investment Advisors LLC | 1,525 | $798.5K | 0.06% | −738−32.6% | Reduced |
| RFP Financial Group LLC | 1,525 | $798.7K | 0.32% | −22−1.4% | Reduced |
| First National Bank Sioux Falls | 1,525 | $798.7K | 0.32% | −100−6.2% | Reduced |
| Intellus Advisors LLC | 1,528 | $800.3K | 0.14% | −100−6.1% | Reduced |
| City State Bank | 1,529 | $800.8K | 0.26% | −40−2.5% | Reduced |
| Bank Hapoalim BM | 1,531 | $802.0K | 0.12% | −212−12.2% | Reduced |
| DT Investment Partners, LLC | 1,533 | $802.9K | 0.08% | −36−2.3% | Reduced |
| BG Investment Services, Inc. | 1,534 | $803.2K | 0.87% | −54−3.4% | Reduced |
| BridgePort Financial Solutions, LLC | 1,536 | $804.5K | 0.36% | 00.0% | Unchanged |
| LVW Advisors, LLC | 1,537 | $805.2K | 0.10% | −522−25.4% | Reduced |
| Pandora Wealth, Inc. | 1,539 | $806.1K | 0.53% | +1,539 | New |
| Detalus Advisors, LLC | 1,540 | $806.5K | 0.25% | −162−9.5% | Reduced |
| Challenger Wealth Management | 1,549 | $811.1K | 0.64% | −197−11.3% | Reduced |
| Operose Advisors LLC | 1,549 | $811.3K | 0.27% | −24−1.5% | Reduced |
| Spirit of America Management Corp | 1,550 | $811.8K | 0.16% | −400−20.5% | Reduced |
| Symphony Financial, Ltd. Co. | 1,824 | $813.5K | 0.48% | −2,860−61.1% | Reduced |
| Cape Investment Advisory, Inc. | 1,556 | $815.1K | 0.32% | −77−4.7% | Reduced |
| Croban | 1,562 | $818.1K | 0.75% | +1,562 | New |
| Mitchell Sinkler & Starr | 1,562 | $818.2K | 0.23% | −5−0.3% | Reduced |
| Invenio Wealth Partners LLC | 1,564 | $819.1K | 0.34% | −193−11.0% | Reduced |