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 |
|---|---|---|---|---|---|
| HCR Wealth Advisors | 2,123 | $1.11M | 0.14% | −63−2.9% | Reduced |
| Arlington Trust Co LLC | 2,129 | $1.12M | 0.24% | −194−8.4% | Reduced |
| EPG Wealth Management LLC | 2,131 | $1.12M | 0.31% | +1,661+353.4% | Added |
| MBL Wealth, LLC | 2,132 | $1.12M | 0.11% | −143−6.3% | Reduced |
| Uncommon Cents Investing LLC | 2,135 | $1.12M | 0.33% | −175−7.6% | Reduced |
| Forte Capital LLC | 2,139 | $1.12M | 0.13% | +79+3.8% | Added |
| Amica Retiree Medical Trust | 2,143 | $1.12M | 1.71% | −512−19.3% | Reduced |
| Cable Hill Partners, LLC | 2,736 | $1.13M | 0.11% | +625+29.6% | Added |
| Members Wealth LLC | 2,149 | $1.13M | 0.85% | −122−5.4% | Reduced |
| Creekmur Asset Management LLC | 2,153 | $1.13M | 0.24% | +1,404+187.4% | Added |
| Fullerton Fund Management Co Ltd. | 2,156 | $1.13M | 0.07% | −7,218−77.0% | Reduced |
| Astoria Portfolio Advisors LLC. | 2,641 | $1.13M | 0.39% | −970−26.9% | Reduced |
| United Community Bank | 2,163 | $1.13M | 0.42% | +88+4.2% | Added |
| Castle Wealth Management LLC | 2,163 | $1.13M | 0.44% | +72+3.4% | Added |
| Unique Wealth Strategies, LLC | 2,172 | $1.14M | 0.52% | −4−0.2% | Reduced |
| Ames National Corp | 2,174 | $1.14M | 0.76% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 2,252 | $1.14M | 0.79% | −507−18.4% | Reduced |
| McLean Asset Management Corp | 2,060 | $1.14M | 0.38% | −82−3.8% | Reduced |
| Covenant Partners, LLC | 2,178 | $1.14M | 0.37% | 00.0% | Unchanged |
| Claudia M.P. Batlle, CRP (R) LLC | 2,179 | $1.14M | 0.28% | −15,548−87.7% | Reduced |
| Sovereign Financial Group, Inc. | 2,180 | $1.14M | 0.26% | +97+4.7% | Added |
| McGlone Suttner Wealth Management, Inc. | 2,181 | $1.14M | 0.19% | +806+58.6% | Added |
| Taylor Hoffman Capital Management LLC | 2,184 | $1.14M | 0.42% | 00.0% | Unchanged |
| Roehl & Yi Investment Advisors, LLC | 2,185 | $1.14M | 0.62% | −94−4.1% | Reduced |
| AGH Wealth Advisors, LLC | 2,185 | $1.14M | 1.10% | +9+0.4% | Added |
| Catalyst Capital Advisors LLC | 2,196 | $1.15M | 0.02% | −120−5.2% | Reduced |
| Weinberger Asset Management, Inc | 2,197 | $1.15M | 0.49% | −23−1.0% | Reduced |
| Intact Investment Management Inc. | 2,200 | $1.15M | 0.04% | +1,200+120.0% | Added |
| West Michigan Advisors, LLC | 2,205 | $1.15M | 0.38% | −806−26.8% | Reduced |
| Kozak & Associates, Inc. | 1,969 | $1.16M | 0.29% | −39−1.9% | Reduced |
| Verity & Verity, LLC | 2,209 | $1.16M | 0.10% | +157+7.7% | Added |
| Richard W. Paul & Associates, LLC | 2,211 | $1.16M | 0.45% | −7−0.3% | Reduced |
| Centiva Capital, LP | 2,212 | $1.16M | 0.07% | +1,000+82.5% | Added |
| Mattern Wealth Management LLC | 2,213 | $1.16M | 0.26% | −22−1.0% | Reduced |
| Ethos Financial Group, LLC | 2,291 | $1.16M | 0.11% | +17+0.7% | Added |
| Advisor Resource Council | 2,327 | $1.16M | 0.09% | +2,327 | New |
| Pennsylvania Capital Management Inc | 2,219 | $1.16M | 0.43% | +80+3.7% | Added |
| Smith, Moore & Co. | 2,222 | $1.16M | 0.11% | +61+2.8% | Added |
| Avalon Trust Co | 2,224 | $1.16M | 0.09% | −531−19.3% | Reduced |
| Financial Management Professionals, Inc. | 2,224 | $1.16M | 0.15% | +17+0.8% | Added |
| Advyzon Investment Management, LLC | 2,226 | $1.17M | 0.41% | +261+13.3% | Added |
| DB Fitzpatrick & Co, Inc | 2,227 | $1.17M | 1.11% | +569+34.3% | Added |
| Wealth Management Partners, LLC | 2,234 | $1.17M | 0.54% | −544−19.6% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 2,234 | $1.17M | 0.45% | −1,820−44.9% | Reduced |
| Ifrah Financial Services, Inc. | 2,236 | $1.17M | 0.34% | −228−9.3% | Reduced |
| Mfg Wealth Management, Inc. | 2,237 | $1.17M | 1.12% | +2,237 | New |
| Pinnacle Bancorp, Inc. | 2,241 | $1.17M | 0.38% | −7−0.3% | Reduced |
| SC&H Financial Advisors, Inc. | 2,244 | $1.18M | 0.23% | −31−1.4% | Reduced |
| Cardiff Park Advisors, LLC | 2,249 | $1.18M | 0.11% | −60−2.6% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 2,334 | $1.18M | 0.38% | +33+1.4% | Added |
| Resolute Wealth Strategies, LLC | 2,270 | $1.19M | 0.66% | +501+28.3% | Added |
| Copperwynd Financial, LLC | 2,270 | $1.19M | 0.33% | +139+6.5% | Added |
| Quest Partners LLC | 2,284 | $1.20M | 0.13% | +1,608+237.9% | Added |
| DGS Capital Management, LLC | 2,287 | $1.20M | 0.32% | +61+2.7% | Added |
| CoreFirst Bank & Trust | 2,293 | $1.20M | 0.77% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 2,297 | $1.20M | 0.09% | +541+30.8% | Added |
| Florida Financial Advisors, LLC | 2,295 | $1.20M | 0.47% | −277−10.8% | Reduced |
| Natural Investments, LLC | 2,299 | $1.20M | 0.34% | −120−5.0% | Reduced |
| RF&L Wealth Management, LLC | 2,300 | $1.20M | 0.86% | +2,300 | New |
| Enterprise Financial Services Corp | 2,301 | $1.21M | 0.71% | −262−10.2% | Reduced |
| Berkeley Capital Partners, LLC | 2,306 | $1.21M | 0.33% | +173+8.1% | Added |
| Pines Wealth Management, LLC | 2,184 | $1.21M | 0.56% | +445+25.6% | Added |
| South Plains Financial, Inc. | 2,319 | $1.21M | 0.95% | −625−21.2% | Reduced |
| Nicolet Bankshares Inc | 2,326 | $1.22M | 0.24% | −187−7.4% | Reduced |
| Gardner Lewis Asset Management L P | 2,330 | $1.22M | 0.29% | +755+47.9% | Added |
| Abacus Planning Group, Inc. | 2,333 | $1.22M | 0.21% | −116−4.7% | Reduced |
| Three Seasons Wealth, LLC | 2,334 | $1.22M | 0.61% | +41+1.8% | Added |
| Triad Wealth Partners, LLC | 2,334 | $1.22M | 0.38% | −34−1.4% | Reduced |
| Opinicus Capital, Inc. | 2,340 | $1.23M | 1.08% | +221+10.4% | Added |
| Lokken Investment Group LLC | 2,347 | $1.23M | 0.52% | +36+1.6% | Added |
| Gratus Wealth Advisors, LLC | 2,352 | $1.23M | 0.20% | 00.0% | Unchanged |
| Cornerstone Wealth Advisors, Inc. | 2,360 | $1.24M | 0.34% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 2,361 | $1.24M | 0.28% | −308−11.5% | Reduced |
| GenTrust, LLC | 2,362 | $1.24M | 0.06% | −13−0.5% | Reduced |
| Crews Bank & Trust | 2,363 | $1.24M | 0.21% | +5+0.2% | Added |
| Precedent Wealth Partners, LLC | 2,370 | $1.24M | 0.34% | +572+31.8% | Added |
| Fairfield Financial Advisors, LTD | 2,372 | $1.24M | 0.47% | −1,505−38.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,911 | $1.25M | 0.01% | −483−14.2% | Reduced |
| American Money Management, LLC | 2,389 | $1.25M | 0.24% | −19−0.8% | Reduced |
| Financial Network Wealth Management LLC | 2,394 | $1.25M | 0.44% | −255−9.6% | Reduced |
| Sand Hill Global Advisors, LLC | 2,393 | $1.25M | 0.05% | −324−11.9% | Reduced |
| Richardson Financial Services Inc. | 2,395 | $1.25M | 0.95% | −9−0.4% | Reduced |
| Financial Engines Advisors L.L.C. | 2,398 | $1.26M | 0.00% | −1,437−37.5% | Reduced |
| Sound Income Strategies, LLC | 2,399 | $1.26M | 0.07% | +330+15.9% | Added |
| Alta Wealth Advisors LLC | 2,401 | $1.26M | 0.58% | −370−13.4% | Reduced |
| Altfest L J & Co Inc | 2,403 | $1.26M | 0.16% | −530−18.1% | Reduced |
| MCF Advisors LLC | 2,403 | $1.26M | 0.09% | −175−6.8% | Reduced |
| Topsail Wealth Management, LLC | 2,405 | $1.26M | 0.26% | +1,225+103.8% | Added |
| Evermay Wealth Management LLC | 2,413 | $1.26M | 0.17% | +29+1.2% | Added |
| Trust Co of the South | 2,413 | $1.26M | 0.26% | +31+1.3% | Added |
| MRP Capital Investments, LLC | 2,413 | $1.26M | 1.18% | −695−22.4% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 2,418 | $1.27M | 1.13% | +214+9.7% | Added |
| Northstar Advisory Group, LLC | 2,430 | $1.27M | 0.83% | +2,430 | New |
| Bremer Bank National Association | 2,430 | $1.27M | 0.23% | +250+11.5% | Added |
| Abundance Wealth Counselors | 2,440 | $1.28M | 0.27% | +330+15.6% | Added |
| Essex Savings Bank | 2,441 | $1.28M | 0.31% | −121−4.7% | Reduced |
| Texas Bank & Trust Co | 2,442 | $1.28M | 0.54% | −160−6.1% | Reduced |
| Corundum Group, Inc. | 2,447 | $1.28M | 0.61% | −892−26.7% | Reduced |
| Avidian Wealth Solutions, LLC | 2,449 | $1.28M | 0.06% | +39+1.6% | Added |
| 1776 Wealth LLC | 2,455 | $1.29M | 0.59% | +102+4.3% | Added |