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 |
|---|---|---|---|---|---|
| Summit Financial Wealth Advisors, LLC | 2,461 | $1.29M | 0.26% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,462 | $1.29M | 0.20% | +40+1.7% | Added |
| Gibbs Wealth Management | 2,469 | $1.29M | 0.31% | +368+17.5% | Added |
| SeaCrest Wealth Management, LLC | 2,470 | $1.29M | 0.15% | −753−23.4% | Reduced |
| Semus Wealth Partners LLC | 2,476 | $1.30M | 0.90% | +53+2.2% | Added |
| CenterBook Partners LP | 2,480 | $1.30M | 0.08% | −13,751−84.7% | Reduced |
| Cornerstone Advisory, LLC | 3,296 | $1.30M | 0.15% | +98+3.1% | Added |
| Colonial River Wealth Management, LLC | 2,483 | $1.30M | 0.72% | −275−10.0% | Reduced |
| Onefund, LLC | 2,485 | $1.30M | 1.33% | +3+0.1% | Added |
| California First Leasing Corp | 2,489 | $1.30M | 0.58% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 2,492 | $1.30M | 1.18% | +9+0.4% | Added |
| Permanens Capital L.P. | 2,493 | $1.31M | 0.24% | +1,009+68.0% | Added |
| Adirondack Trust Co | 2,500 | $1.31M | 0.51% | −57−2.2% | Reduced |
| Prentice Wealth Management LLC | 2,508 | $1.31M | 0.38% | −19−0.8% | Reduced |
| Transform Wealth, LLC | 2,512 | $1.32M | 0.08% | −7,378−74.6% | Reduced |
| Texas Yale Capital Corp. | 2,517 | $1.32M | 0.05% | +377+17.6% | Added |
| Sompo Asset Management Co., Ltd. | 2,520 | $1.32M | 0.25% | +40+1.6% | Added |
| Angeles Wealth Management, LLC | 2,522 | $1.32M | 0.11% | −125−4.7% | Reduced |
| Moseley Investment Management Inc | 2,523 | $1.32M | 0.52% | −9−0.4% | Reduced |
| Highview Capital Management LLC | 2,523 | $1.32M | 0.55% | −1,068−29.7% | Reduced |
| Wilson & Boucher Capital Management, LLC | 2,524 | $1.32M | 0.98% | −155−5.8% | Reduced |
| Bank of Jackson Hole Trust | 2,785 | $1.32M | 0.86% | +74+2.7% | Added |
| CFO4Life Group, LLC | 2,533 | $1.33M | 0.22% | +5+0.2% | Added |
| Altman Advisors, Inc. | 3,232 | $1.33M | 0.61% | +129+4.2% | Added |
| Financial Security Advisor, Inc. | 2,541 | $1.33M | 0.34% | +221+9.5% | Added |
| Prairie Wealth Advisors, Inc. | 2,548 | $1.33M | 0.66% | −583−18.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,555 | $1.34M | 0.77% | −96−3.6% | Reduced |
| Childress Capital Advisors, LLC | 2,560 | $1.34M | 0.39% | −214−7.7% | Reduced |
| LaSalle St. Investment Advisors, LLC | 2,560 | $1.34M | 0.32% | +351+15.9% | Added |
| Intellectus Partners, LLC | 2,566 | $1.34M | 0.33% | +301+13.3% | Added |
| Riverbend Wealth Management, LLC | 2,573 | $1.35M | 1.21% | +224+9.5% | Added |
| Arbor Capital Management Inc | 2,582 | $1.35M | 1.31% | +98+3.9% | Added |
| Meadow Creek Wealth Advisors LLC | 2,580 | $1.35M | 1.01% | −186−6.7% | Reduced |
| Greykasell Wealth Strategies, Inc. | 2,583 | $1.35M | 0.72% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 2,585 | $1.35M | 0.36% | +5+0.2% | Added |
| Baldwin Investment Management, LLC | 2,589 | $1.36M | 0.16% | −117−4.3% | Reduced |
| Beacon Financial Group | 2,591 | $1.36M | 0.15% | −265−9.3% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 2,593 | $1.36M | 1.09% | −42−1.6% | Reduced |
| Verition Fund Management LLC | 2,594 | $1.36M | 0.01% | −11,528−81.6% | Reduced |
| Zuckerman Investment Group, LLC | 2,595 | $1.36M | 0.15% | −6−0.2% | Reduced |
| St. Johns Investment Management Company, LLC | 2,601 | $1.36M | 0.67% | +60+2.4% | Added |
| Vivaldi Capital Management, LLC | 2,603 | $1.36M | 0.22% | +120+4.8% | Added |
| Ninety One North America, Inc. | 2,604 | $1.36M | 0.09% | −416−13.8% | Reduced |
| Atlas Capital Advisors LLC | 2,608 | $1.37M | 0.17% | 00.0% | Unchanged |
| LPWM LLC | 2,608 | $1.37M | 0.44% | +1,742+201.2% | Added |
| BancorpSouth Bank | 2,616 | $1.37M | 0.10% | +12+0.5% | Added |
| Garrison Point Advisors, LLC | 2,621 | $1.37M | 0.67% | −15−0.6% | Reduced |
| ERn Financial, LLC | 2,632 | $1.38M | 0.22% | −181−6.4% | Reduced |
| Caldwell Investment Management Ltd. | 2,690 | $1.38M | 1.02% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 2,644 | $1.38M | 0.10% | +1,825+222.8% | Added |
| Integrated Investment Consultants, LLC | 2,644 | $1.38M | 0.28% | +1,039+64.7% | Added |
| Clarendon Private LLC | 2,650 | $1.39M | 1.47% | +66+2.6% | Added |
| Everett Harris & Co | 2,653 | $1.39M | 0.02% | −8−0.3% | Reduced |
| Tiemann Investment Advisors, LLC | 2,669 | $1.40M | 0.63% | −190−6.6% | Reduced |
| Keystone Financial Group | 2,747 | $1.40M | 0.14% | +103+3.9% | Added |
| Bank of Stockton | 2,671 | $1.40M | 0.45% | −59−2.2% | Reduced |
| Bradyco, Inc. | 2,673 | $1.40M | 1.06% | 00.0% | Unchanged |
| BSW Wealth Partners | 2,673 | $1.40M | 0.21% | +187+7.5% | Added |
| Main Street Financial Solutions, LLC | 2,676 | $1.40M | 0.12% | +1,028+62.4% | Added |
| Hillsdale Investment Management Inc. | 2,684 | $1.41M | 0.07% | +1,940+260.8% | Added |
| Camden Capital, LLC | 2,685 | $1.41M | 0.15% | −140−5.0% | Reduced |
| Modus Advisors, LLC | 2,689 | $1.41M | 0.46% | +699+35.1% | Added |
| Waterfront Wealth Inc. | 2,689 | $1.41M | 0.34% | +497+22.7% | Added |
| Tobam | 2,695 | $1.41M | 0.60% | +358+15.3% | Added |
| Stiles Financial Services Inc | 2,697 | $1.41M | 0.54% | −709−20.8% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 2,707 | $1.42M | 0.41% | +24+0.9% | Added |
| Ambassador Advisors, LLC | 2,709 | $1.42M | 0.25% | −123−4.3% | Reduced |
| Riverpark Capital Management LLC | 2,717 | $1.42M | 2.61% | −70−2.5% | Reduced |
| AXS Investments LLC | 2,717 | $1.42M | 0.39% | +208+8.3% | Added |
| Chicago Partners Investment Group LLC | 3,644 | $1.42M | 0.05% | +280+8.3% | Added |
| Prudent Man Advisors, LLC | 2,727 | $1.43M | 0.52% | +43+1.6% | Added |
| Oak Hill Wealth Advisors, LLC | 2,727 | $1.43M | 0.33% | +105+4.0% | Added |
| Armis Advisers, LLC | 3,296 | $1.43M | 0.13% | +2,738+490.7% | Added |
| TLWM | 2,736 | $1.43M | 0.29% | +28+1.0% | Added |
| Trail Ridge Investment Advisors, LLC | 2,739 | $1.43M | 0.74% | −216−7.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,740 | $1.44M | 0.15% | −65−2.3% | Reduced |
| ICONIQ Capital, LLC | 2,747 | $1.44M | 0.03% | +264+10.6% | Added |
| Brand Asset Management Group, Inc. | 2,754 | $1.44M | 0.60% | −80−2.8% | Reduced |
| MGB Wealth Management, LLC | 2,791 | $1.44M | 0.52% | −2−0.1% | Reduced |
| Austin Private Wealth, LLC | 2,755 | $1.44M | 0.13% | −56−2.0% | Reduced |
| Riverwater Partners LLC | 2,756 | $1.44M | 0.74% | +225+8.9% | Added |
| Keudell/Morrison Wealth Management | 2,757 | $1.44M | 0.34% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 2,759 | $1.44M | 0.16% | +30+1.1% | Added |
| LVM Capital Management Ltd | 2,758 | $1.45M | 0.16% | 00.0% | Unchanged |
| Nabity-Jensen Investment Management Inc | 2,760 | $1.45M | 1.15% | +24+0.9% | Added |
| JSF Financial, LLC | 2,762 | $1.45M | 0.38% | −1,086−28.2% | Reduced |
| Groesbeck Investment Management Corp | 2,764 | $1.45M | 2.03% | −182−6.2% | Reduced |
| Cromwell Holdings LLC | 2,765 | $1.45M | 0.93% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 2,808 | $1.45M | 0.14% | −70−2.4% | Reduced |
| Lord & Richards Wealth Management, LLC | 2,772 | $1.45M | 1.65% | +1,754+172.3% | Added |
| Paladin Wealth, LLC | 2,795 | $1.46M | 1.31% | +298+11.9% | Added |
| SWP Investment Management LLC | 2,806 | $1.47M | 1.83% | +2,806 | New |
| Martin Capital Partners, LLC | 2,807 | $1.47M | 1.76% | −24−0.8% | Reduced |
| Transatlantique Private Wealth LLC | 2,807 | $1.47M | 0.59% | +144+5.4% | Added |
| Algert Global LLC | 2,823 | $1.48M | 0.04% | −352−11.1% | Reduced |
| Exchange Traded Concepts, LLC | 2,827 | $1.48M | 0.03% | +930+49.0% | Added |
| Hunter Associates Investment Management LLC | 2,832 | $1.48M | 0.23% | −600−17.5% | Reduced |
| Fortis Group Advisors, LLC | 2,833 | $1.48M | 0.29% | −3,209−53.1% | Reduced |
| Costello Asset Management, INC | 2,835 | $1.48M | 0.60% | −3,710−56.7% | Reduced |
| Nicholson Wealth Management Group, LLC | 2,843 | $1.49M | 0.98% | +117+4.3% | Added |