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 |
|---|---|---|---|---|---|
| Lavaca Capital LLC | 1,565 | $819.7K | 0.37% | −55−3.4% | Reduced |
| IVC Wealth Advisors LLC | 1,566 | $820.2K | 0.44% | −69−4.2% | Reduced |
| West Paces Advisors Inc. | 1,576 | $825.4K | 0.19% | +12+0.8% | Added |
| Thompson Siegel & Walmsley LLC | 1,578 | $826.0K | 0.01% | −846−34.9% | Reduced |
| Alteri Wealth LLC | 1,582 | $828.5K | 0.36% | +415+35.6% | Added |
| GW Henssler & Associates Ltd | 1,584 | $829.6K | 0.05% | +18+1.1% | Added |
| Syntegra Private Wealth Group, LLC | 1,584 | $829.8K | 0.10% | −1,149−42.0% | Reduced |
| Chapin Davis, Inc. | 1,584 | $829.8K | 0.28% | −32−2.0% | Reduced |
| Cyr Financial Inc. | 1,586 | $830.7K | 0.74% | +71+4.7% | Added |
| Hohimer Wealth Management, LLC | 1,586 | $830.8K | 0.16% | −7,707−82.9% | Reduced |
| True North Advisors, LLC | 1,589 | $832.2K | 0.15% | −171−9.7% | Reduced |
| Axis Wealth Partners, LLC | 1,589 | $832.3K | 0.62% | −19−1.2% | Reduced |
| Callan Capital, LLC | 1,592 | $834.0K | 0.06% | −178−10.1% | Reduced |
| Principal Street Partners, LLC | 1,593 | $834.5K | 0.16% | −31−1.9% | Reduced |
| First Financial Corp | 1,599 | $837.5K | 0.40% | −402−20.1% | Reduced |
| Texas Capital Bancshares Inc | 1,600 | $838.0K | 0.36% | −64−3.8% | Reduced |
| RiverGlades Family Offices LLC | 1,600 | $838.0K | 0.60% | 00.0% | Unchanged |
| Seeds Investor LLC | 1,602 | $839.3K | 0.24% | −247−13.4% | Reduced |
| Hamilton Point Investment Advisors, LLC | 1,604 | $839.9K | 0.15% | −143−8.2% | Reduced |
| Gilbert & Cook, Inc. | 1,605 | $840.6K | 0.12% | +41+2.6% | Added |
| Baldwin Brothers Inc | 1,614 | $845.3K | 0.06% | −40−2.4% | Reduced |
| Iams Wealth Management, LLC | 1,614 | $845.3K | 0.39% | −587−26.7% | Reduced |
| EdgeRock Capital LLC | 1,615 | $846.3K | 0.60% | −180−10.0% | Reduced |
| Raleigh Capital Management Inc. | 1,620 | $848.4K | 0.38% | −292−15.3% | Reduced |
| Corundum Trust Company, INC | 1,620 | $848.5K | 2.45% | +16+1.0% | Added |
| Claris Advisors, LLC | 1,620 | $848.5K | 0.32% | +38+2.4% | Added |
| BCS Wealth Management | 1,623 | $850.0K | 0.22% | +485+42.6% | Added |
| 1st Source Bank | 1,635 | $856.3K | 0.05% | −56−3.3% | Reduced |
| Northwest Bancshares, Inc. | 1,640 | $859.0K | 0.16% | −29−1.7% | Reduced |
| SFMG, LLC | 1,641 | $859.3K | 0.07% | −230−12.3% | Reduced |
| Inspire Advisors, LLC | 1,642 | $860.1K | 0.10% | −29−1.7% | Reduced |
| Droms Strauss Advisors Inc | 1,645 | $861.6K | 0.30% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 1,645 | $862.0K | 0.25% | +6+0.4% | Added |
| Proffitt & Goodson Inc | 1,646 | $862.1K | 0.14% | +11+0.7% | Added |
| Arvest Bank Trust Division | 1,647 | $862.6K | 0.05% | +154+10.3% | Added |
| Golden State Wealth Management, LLC | 1,647 | $863.1K | 0.13% | −67−3.9% | Reduced |
| Capital Market Strategies LLC | 1,649 | $863.7K | 0.58% | −236−12.5% | Reduced |
| Heron Bay Capital Management | 1,653 | $865.8K | 0.18% | −6−0.4% | Reduced |
| Floyd Financial Group LLC | 1,655 | $866.8K | 0.78% | +5+0.3% | Added |
| Kanawha Capital Management LLC | 1,655 | $866.8K | 0.07% | +254+18.1% | Added |
| Arcus Capital Partners, LLC | 1,655 | $867.0K | 0.35% | +282+20.5% | Added |
| Clean Yield Group | 1,656 | $867.3K | 0.28% | −178−9.7% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 1,663 | $871.0K | 0.60% | +13+0.8% | Added |
| Rogco, LP | 1,664 | $871.5K | 0.35% | −561−25.2% | Reduced |
| Marotta Asset Management | 1,492 | $872.3K | 0.17% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 1,662 | $872.5K | 0.32% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 1,666 | $872.6K | 0.38% | −29−1.7% | Reduced |
| Peoples Bank | 1,677 | $878.3K | 0.60% | 00.0% | Unchanged |
| Second Half Financial Partners, LLC | 1,677 | $878.4K | 0.44% | −123−6.8% | Reduced |
| Wealth Group Ltd | 1,678 | $878.9K | 0.26% | −99−5.6% | Reduced |
| Agate Pass Investment Management, LLC | 1,690 | $885.2K | 0.38% | +61+3.7% | Added |
| Seven Mile Advisory | 1,693 | $886.7K | 0.59% | +110+6.9% | Added |
| Gould Asset Management LLC | 1,693 | $886.7K | 0.18% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 1,695 | $887.5K | 0.19% | +1,695 | New |
| Davies Financial Advisors, Inc. | 1,700 | $890.6K | 0.76% | −14−0.8% | Reduced |
| Phoenix Wealth Advisors | 1,701 | $891.0K | 0.39% | +49+3.0% | Added |
| Morey & Quinn Wealth Partners, LLC | 1,701 | $891.1K | 0.74% | +69+4.2% | Added |
| Paladin Advisory Group, LLC | 1,710 | $895.6K | 0.72% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,717 | $899.3K | 0.10% | +45+2.7% | Added |
| Founders Financial Alliance, LLC | 1,717 | $899.3K | 0.22% | +761+79.6% | Added |
| Soundwatch Capital LLC | 1,718 | $899.8K | 0.41% | −204−10.6% | Reduced |
| Thrive Wealth Management, LLC | 1,719 | $900.4K | 0.17% | −79−4.4% | Reduced |
| Bingham Private Wealth, LLC | 1,720 | $900.9K | 0.93% | −59−3.3% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 1,720 | $900.9K | 0.11% | +48+2.9% | Added |
| Crawford Investment Counsel Inc | 1,721 | $901.6K | 0.02% | −370−17.7% | Reduced |
| Invera Wealth Advisors, LLC | 1,726 | $904.0K | 0.58% | −1,114−39.2% | Reduced |
| Tudor Financial Inc. | 1,728 | $904.9K | 0.54% | −49−2.8% | Reduced |
| TCM Advisors, LLC | – | $907.7K | 0.79% | – | – |
| Park National Corp | 1,737 | $909.8K | 0.03% | −251−12.6% | Reduced |
| Clear Creek Financial Management, LLC | 1,737 | $909.9K | 0.09% | +153+9.7% | Added |
| GPS Wealth Strategies Group, LLC | 1,744 | $913.5K | 0.12% | −183−9.5% | Reduced |
| Aspen Wealth Strategies, LLC | 1,745 | $913.8K | 0.60% | −30−1.7% | Reduced |
| Sunflower Bank, N.A. | 1,746 | $914.5K | 0.26% | +3+0.2% | Added |
| Campion Asset Management LLC | 1,747 | $915.0K | 0.71% | −70−3.9% | Reduced |
| Novem Group | 1,747 | $915.2K | 0.13% | +58+3.4% | Added |
| North Star Investment Management Corp. | 1,751 | $917.2K | 0.07% | −94−5.1% | Reduced |
| Valtinson Bruner Financial Planning LLC | 1,752 | $917.5K | 0.31% | +25+1.4% | Added |
| Broadwater Capital Management LLC | 1,754 | $918.7K | 0.72% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 1,755 | $919.2K | 0.61% | −2,279−56.5% | Reduced |
| Presidio Capital Management, LLC | 1,755 | $919.2K | 0.38% | −8−0.5% | Reduced |
| Webster Bank, N. A. | 1,756 | $919.7K | 0.10% | −226−11.4% | Reduced |
| 49 Wealth Management, LLC | 1,760 | $921.7K | 0.11% | +507+40.5% | Added |
| Wolff Wiese Magana LLC | 1,761 | $922.3K | 0.63% | +1,337+315.3% | Added |
| First Financial Bank - Trust Division | 1,764 | $923.9K | 0.09% | −621−26.0% | Reduced |
| Foundation Wealth Management, LLC | 1,765 | $924.6K | 0.44% | +114+6.9% | Added |
| Synergy Investment Management, LLC | 1,771 | $927.6K | 0.39% | 00.0% | Unchanged |
| Asset Management Group, Inc. | 1,773 | $928.7K | 0.17% | +6+0.3% | Added |
| Investment Partners, Ltd. | 1,776 | $930.1K | 0.39% | −919−34.1% | Reduced |
| Saturna Capital CORP | 1,776 | $930.2K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,778 | $931.0K | 0.12% | −44−2.4% | Reduced |
| FRG Family Wealth Advisors LLC | 1,787 | $935.9K | 0.18% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 1,791 | $938.3K | 0.13% | +111+6.6% | Added |
| MJP Associates Inc | 1,792 | $938.3K | 0.17% | −532−22.9% | Reduced |
| Brady Martz Wealth Solutions, LLC | 1,792 | $938.4K | 0.21% | −7−0.4% | Reduced |
| WealthBridge Capital Management, LLC | 1,797 | $940.9K | 0.27% | −168−8.5% | Reduced |
| Johnson & White Wealth Management, LLC | 1,798 | $942.0K | 0.53% | +26+1.5% | Added |
| Capital Management Associates | 1,800 | $942.8K | 1.84% | −1,655−47.9% | Reduced |
| My Personal CFO, LLC | 1,801 | $943.3K | 0.48% | −21−1.2% | Reduced |
| Total Clarity Wealth Management, Inc. | 1,867 | $944.4K | 0.31% | 00.0% | Unchanged |
| Crux Wealth Advisors | 1,810 | $948.1K | 0.49% | −133−6.8% | Reduced |