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 |
|---|---|---|---|---|---|
| First American Trust, FSB | 1,814 | $949.9K | 0.09% | −86−4.5% | Reduced |
| Elyxium Wealth, LLC | 1,819 | $952.7K | 0.42% | +1,278+236.2% | Added |
| Sierra Capital LLC | 1,819 | $953.0K | 0.11% | −2,757−60.2% | Reduced |
| Alpha Family Trust | 1,820 | $953.2K | 0.56% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 1,820 | $953.4K | 0.39% | +110+6.4% | Added |
| HMV Wealth Advisors, LLC | 1,827 | $956.9K | 0.76% | −30−1.6% | Reduced |
| Kelman-Lazarov, Inc. | 1,829 | $957.9K | 0.17% | −36−1.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,829 | $957.9K | 0.00% | 00.0% | Unchanged |
| MWA Asset Management | 1,829 | $958.1K | 0.66% | −1,980−52.0% | Reduced |
| Convergence Investment Partners, LLC | 1,831 | $958.9K | 0.27% | −320−14.9% | Reduced |
| Aviso Wealth Management | 1,831 | $959.0K | 0.51% | +503+37.9% | Added |
| Founders Capital Management, LLC | 1,835 | $961.1K | 0.18% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 1,838 | $962.7K | 0.10% | −25−1.3% | Reduced |
| AA Financial Advisors, LLC | 1,838 | $962.7K | 0.23% | −35−1.9% | Reduced |
| Asset Planning,Inc | 1,839 | $963.0K | 0.76% | −252−12.1% | Reduced |
| CoreCap Advisors, LLC | 1,839 | $963.2K | 0.04% | −1,714−48.2% | Reduced |
| Profit Investment Management, LLC | 1,840 | $963.7K | 0.89% | −134−6.8% | Reduced |
| Ameriflex Group, Inc. | 1,846 | $966.9K | 0.40% | +1,089+143.9% | Added |
| Smart Portfolios, LLC | 1,857 | $972.6K | 1.06% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 1,857 | $973.0K | 0.71% | +8+0.4% | Added |
| Apella Capital, LLC | 1,682 | $973.1K | 0.03% | +515+44.1% | Added |
| Fjell Capital, LLC | 1,860 | $974.4K | 0.99% | +166+9.8% | Added |
| Clarus Group, Inc. | 1,861 | $974.8K | 0.38% | −201−9.7% | Reduced |
| United Advisor Group, LLC | 1,873 | $981.2K | 0.20% | −233−11.1% | Reduced |
| Howard Bailey Securities, LLC | 1,875 | $982.0K | 0.33% | +494+35.8% | Added |
| North Ridge Wealth Advisors, Inc. | 1,883 | $986.2K | 0.66% | −111−5.6% | Reduced |
| Cornerstone Wealth Management, LLC | 1,889 | $989.2K | 0.07% | +55+3.0% | Added |
| Oak Harbor Wealth Partners, LLC | 1,892 | $990.9K | 0.28% | −161−7.8% | Reduced |
| Maxele Advisors, LLC | 1,893 | $991.2K | 0.96% | −11−0.6% | Reduced |
| KG&L Capital Management,LLC | 1,902 | $996.2K | 0.32% | −159−7.7% | Reduced |
| Mosaic Family Wealth Partners, LLC | 1,903 | $996.5K | 0.14% | +63+3.4% | Added |
| Atlas Legacy Advisors, LLC | 1,903 | $996.7K | 0.25% | −251−11.7% | Reduced |
| Wealthstream Advisors, Inc. | 1,919 | $1.01M | 0.19% | −20−1.0% | Reduced |
| Prosperity Financial Group, Inc. | 1,920 | $1.01M | 0.50% | +12+0.6% | Added |
| Cumberland Partners Ltd | 1,920 | $1.01M | 0.08% | −33,110−94.5% | Reduced |
| Fort Point Capital Partners LLC | 1,921 | $1.01M | 0.11% | +151+8.5% | Added |
| Dark Forest Capital Management LP | 1,925 | $1.01M | 0.05% | +30+1.6% | Added |
| GEN Financial Management, INC. | 1,931 | $1.01M | 0.69% | −20−1.0% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 1,735 | $1.01M | 0.46% | −25−1.4% | Reduced |
| Keb Asset Management, LLC | 1,934 | $1.01M | 0.29% | +1,934 | New |
| FSB Premier Wealth Management, Inc. | 1,935 | $1.01M | 0.40% | +106+5.8% | Added |
| Sunbelt Securities, Inc. | 1,944 | $1.02M | 0.09% | −311−13.8% | Reduced |
| Independent Solutions Wealth Management, LLC | 1,944 | $1.02M | 0.23% | −105−5.1% | Reduced |
| Sovran Advisors, LLC | 2,243 | $1.02M | 0.13% | −286−11.3% | Reduced |
| New Republic Capital, LLC | 1,951 | $1.02M | 0.44% | +51+2.7% | Added |
| Franklin Street Advisors Inc | 1,953 | $1.02M | 0.07% | −169−8.0% | Reduced |
| Twelve Points Wealth Management LLC | 1,958 | $1.03M | 0.28% | +303+18.3% | Added |
| WealthTrust Axiom LLC | 1,959 | $1.03M | 0.31% | 00.0% | Unchanged |
| Parkside Investments, LLC | 1,978 | $1.04M | 0.15% | +501+33.9% | Added |
| Richards, Merrill & Peterson, Inc. | 1,979 | $1.04M | 0.54% | +34+1.7% | Added |
| Inceptionr LLC | 1,981 | $1.04M | 0.31% | +1,981 | New |
| BFSG, LLC | 1,984 | $1.04M | 0.13% | −5,192−72.4% | Reduced |
| Postrock Partners LLC | 1,985 | $1.04M | 0.51% | −59−2.9% | Reduced |
| Armstrong Advisory Group, Inc | 2,060 | $1.04M | 0.08% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 1,993 | $1.04M | 0.04% | +50+2.6% | Added |
| Landing Point Financial Group, LLC | 1,993 | $1.04M | 0.79% | −33−1.6% | Reduced |
| Lumbard & Kellner, LLC | 2,000 | $1.05M | 0.46% | 00.0% | Unchanged |
| Epiq Partners, LLC | 2,000 | $1.05M | 0.55% | 00.0% | Unchanged |
| Enhancing Capital LLC | 2,000 | $1.05M | 0.84% | 00.0% | Unchanged |
| Cassia Capital Partners, LLC | 2,001 | $1.05M | 0.65% | +144+7.8% | Added |
| Huntleigh Advisors, Inc. | 2,016 | $1.06M | 0.18% | −16−0.8% | Reduced |
| Intrua Financial, LLC | 2,017 | $1.06M | 0.17% | −559−21.7% | Reduced |
| Semanteon Capital Management, LP | 2,020 | $1.06M | 0.57% | −432−17.6% | Reduced |
| Legato Capital Management LLC | 2,021 | $1.06M | 0.14% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 2,028 | $1.06M | 0.25% | −240−10.6% | Reduced |
| White Lighthouse Investment Management Inc. | 2,029 | $1.06M | 0.19% | −489−19.4% | Reduced |
| Benchmark Investment Advisors LLC | 2,032 | $1.06M | 0.69% | −1,197−37.1% | Reduced |
| Scientech Research LLC | 2,034 | $1.07M | 0.28% | −726−26.3% | Reduced |
| Camden National Bank | 2,037 | $1.07M | 0.16% | −238−10.5% | Reduced |
| Semmax Financial Advisors Inc. | 2,808 | $1.07M | 0.29% | −43−1.5% | Reduced |
| Arthur M. Cohen & Associates, LLC | 2,041 | $1.07M | 0.20% | −639−23.8% | Reduced |
| Peak Asset Management, LLC | 2,041 | $1.07M | 0.20% | +4+0.2% | Added |
| B.O.S.S. Retirement Advisors, LLC | 2,042 | $1.07M | 0.31% | +194+10.5% | Added |
| 3Chopt Investment Partners, LLC | 2,044 | $1.07M | 0.28% | +2,044 | New |
| Carolinas Wealth Consulting LLC | 2,046 | $1.07M | 0.23% | −30−1.4% | Reduced |
| Peachtree Investment Partners, LLC | 2,047 | $1.07M | 0.42% | −41−2.0% | Reduced |
| Versant Capital Management, Inc | 2,049 | $1.07M | 0.18% | +673+48.9% | Added |
| Yoffe Investment Management, LLC | 2,056 | $1.08M | 1.58% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 2,060 | $1.08M | 0.58% | +78+3.9% | Added |
| Aspire Private Capital, LLC | 2,061 | $1.08M | 0.27% | +119+6.1% | Added |
| Richard P Slaughter Associates Inc | 2,062 | $1.08M | 0.25% | +2,062 | New |
| Heritage Wealth Management, Inc. | 2,067 | $1.08M | 0.37% | −291−12.3% | Reduced |
| Diamant Asset Management, Inc. | 2,070 | $1.08M | 0.82% | +250+13.7% | Added |
| LRI Investments, LLC | 18,748 | $1.09M | 0.10% | +105+0.6% | Added |
| FLC Capital Advisors | 2,073 | $1.09M | 0.24% | −82−3.8% | Reduced |
| Midland Wealth Advisors LLC | 2,080 | $1.09M | 0.06% | −435−17.3% | Reduced |
| Sunburst Financial Group, LLC | 2,081 | $1.09M | 0.27% | +59+2.9% | Added |
| Medallion Wealth Advisors, LLC | 2,085 | $1.09M | 0.50% | +495+31.1% | Added |
| Godshalk Welsh Capital Management, Inc. | 2,090 | $1.09M | 0.72% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,093 | $1.10M | 0.10% | −10.0% | Reduced |
| Core Wealth Partners LLC | 2,093 | $1.10M | 0.64% | +797+61.5% | Added |
| Numerai GP LLC | 2,097 | $1.10M | 0.21% | +2,097 | New |
| Patrick M Sweeney & Associates, Inc | 2,100 | $1.10M | 0.82% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 2,101 | $1.10M | 0.80% | 00.0% | Unchanged |
| Echo Wealth Management, LLC | 2,112 | $1.11M | 0.75% | +2,112 | New |
| Beck Mack & Oliver LLC | 2,116 | $1.11M | 0.02% | −5−0.2% | Reduced |
| Fullcircle Wealth LLC | 2,639 | $1.11M | 0.46% | −314−10.6% | Reduced |
| KFG Wealth Management, LLC | 2,117 | $1.11M | 0.20% | +81+4.0% | Added |
| Wallace Capital Management Inc. | 2,119 | $1.11M | 0.14% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 2,122 | $1.11M | 0.24% | 00.0% | Unchanged |