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
- 3,614
- −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
- 1,668 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 | 3,055 | $202.4B |
| Q4 2025 | 3,312 | $248.2B |
| Q3 2025 | 3,169 | $253.5B |
| Q2 2025 | 3,186 | $241.1B |
| Q1 2025 | 3,614 | $424.3B |
| Q4 2024 | 3,685 | $409.5B |
| Q3 2024 | 3,477 | $474.6B |
| Q2 2024 | 3,407 | $411.9B |
| Q1 2024 | 3,385 | $398.9B |
| Q4 2023 | 3,422 | $428.0B |
| Q3 2023 | 3,145 | $407.5B |
| Q2 2023 | 3,137 | $388.4B |
| Q1 2023 | 3,115 | $383.6B |
| Q4 2022 | 3,160 | $434.2B |
| Q3 2022 | 2,999 | $413.5B |
| Q2 2022 | 2,965 | $422.0B |
| Q1 2022 | 2,966 | $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 |
|---|---|---|---|---|---|
| Bellwether Advisors, LLC | 89 | $46.6K | 0.01% | −40−31.0% | Reduced |
| Gleason Group, Inc. | 90 | $47.1K | 0.01% | 00.0% | Unchanged |
| Cove Street Capital, LLC | 90 | $47.1K | 0.07% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 90 | $47.1K | 0.01% | +20+28.6% | Added |
| Quarry LP | 91 | $47.7K | 0.01% | −69−43.1% | Reduced |
| Kentucky Trust Co | 93 | $48.7K | 0.03% | +54+138.5% | Added |
| Grayhawk Investment Strategies Inc. | 94 | $49.2K | 0.11% | 00.0% | Unchanged |
| WealthCollab, LLC | 95 | $49.8K | 0.03% | +6+6.7% | Added |
| Front Row Advisors LLC | 96 | $50.3K | 0.02% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 98 | $51.2K | 0.02% | −36−26.9% | Reduced |
| Horizons Wealth Management | 100 | $52.4K | 0.04% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 100 | $52.4K | 0.04% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 101 | $52.9K | 0.05% | +78+339.1% | Added |
| Cloud Capital Management, LLC | 102 | $53.0K | 0.04% | +102 | New |
| DecisionPoint Financial, LLC | 102 | $53.4K | 0.02% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 104 | $54.4K | 0.00% | +18+20.9% | Added |
| Solstein Capital, LLC | 104 | $54.5K | 0.03% | 00.0% | Unchanged |
| 10Elms LLP | 104 | $54.5K | 0.05% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 111 | $58.1K | 0.02% | 00.0% | Unchanged |
| Tacita Capital Inc | 112 | $58.7K | 0.04% | 00.0% | Unchanged |
| Anderson Financial Strategies, LLC | 116 | $60.7K | 0.04% | +116 | New |
| Redwood Park Advisors LLC | 116 | $60.8K | 0.05% | +3+2.7% | Added |
| Kimelman & Baird, LLC | 117 | $61.2K | 0.01% | −936−88.9% | Reduced |
| Rialto Wealth Management, LLC | 120 | $62.9K | 0.02% | −161−57.3% | Reduced |
| Wood Tarver Financial Group, LLC | 120 | $62.9K | 0.02% | −25−17.2% | Reduced |
| Sofos Investments, Inc. | 120 | $62.9K | 0.01% | +120 | New |
| Ridgewood Investments LLC | 121 | $63.1K | 0.03% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 122 | $63.9K | 0.03% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 123 | $64.3K | 0.01% | +123 | New |
| Painted Porch Advisors LLC | 125 | $65.5K | 0.03% | −7−5.3% | Reduced |
| Fourth Dimension Wealth, LLC | 125 | $65.5K | 0.03% | 00.0% | Unchanged |
| West Oak Capital, LLC | 125 | $65.5K | 0.03% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 126 | $66.0K | 0.01% | 00.0% | Unchanged |
| Wormser Freres Gestion | 128 | $66.2K | 0.04% | −181−58.6% | Reduced |
| Guardian Wealth Management, Inc. | 130 | $68.4K | 0.05% | 00.0% | Unchanged |
| Runnymede Capital Advisors, Inc. | 131 | $68.6K | 0.07% | −7−5.1% | Reduced |
| Binnacle Investments Inc | 134 | $70.2K | 0.05% | +134 | New |
| Nalls Sherbakoff Group, LLC | 134 | $70.2K | 0.06% | +134 | New |
| Orion Capital Management LLC | 139 | $72.8K | 0.03% | −520−78.9% | Reduced |
| New Millennium Group LLC | 140 | $73.5K | 0.05% | −10−6.7% | Reduced |
| DHJJ Financial Advisors, Ltd. | 143 | $74.8K | 0.03% | +18+14.4% | Added |
| Roble, Belko & Company, Inc | 146 | $76.0K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 146 | $76.5K | 0.03% | 00.0% | Unchanged |
| Compass Planning Associates Inc | 148 | $77.3K | 0.08% | +1+0.7% | Added |
| Hoese & Co LLP | 150 | $78.6K | 0.07% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 150 | $78.6K | 1.53% | +150 | New |
| Your Advocates Ltd., LLP | 150 | $78.6K | 0.03% | 00.0% | Unchanged |
| 1248 Management, LLC | 154 | $80.7K | 0.03% | −2,865−94.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 172 | $81.7K | 0.02% | +113+191.5% | Added |
| Sierra Ocean, LLC | 156 | $82.0K | 0.06% | −133−46.0% | Reduced |
| Vermillion Wealth Management, Inc. | 163 | $85.6K | 0.03% | −15−8.4% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 165 | $86.4K | 0.03% | −74−31.0% | Reduced |
| Financial Network Wealth Advisors LLC | 165 | $86.4K | 0.11% | +57+52.8% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 165 | $86.6K | 0.06% | +113+217.3% | Added |
| Evergreen Private Wealth LLC | 166 | $86.9K | 0.04% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 168 | $87.8K | 0.05% | −20−10.6% | Reduced |
| Coston, McIsaac & Partners | 170 | $89.0K | 0.03% | 00.0% | Unchanged |
| Clark Wealth Partners | 171 | $89.8K | 0.07% | +12+7.5% | Added |
| Bay Harbor Wealth Management, LLC | 172 | $90.1K | 0.03% | +10+6.2% | Added |
| Beaird Harris Wealth Management, LLC | 175 | $91.7K | 0.01% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 176 | $92.2K | 0.08% | +176 | New |
| Wiser Advisor Group LLC | 181 | $94.8K | 0.14% | +1+0.6% | Added |
| Retirement Wealth Solutions LLC | 186 | $97.4K | 0.08% | +66+55.0% | Added |
| True Wealth Design, LLC | 187 | $98.0K | 0.04% | +45+31.7% | Added |
| ZRC Wealth Management, LLC | 189 | $99.0K | 0.04% | −814−81.2% | Reduced |
| Pineridge Advisors LLC | 189 | $99.1K | 0.04% | +1+0.5% | Added |
| Wealth Advisors of Tampa Bay, LLC | 190 | $99.5K | 0.04% | +190 | New |
| Consultiva Wealth Management, Corp. | 191 | $100.0K | 0.34% | 00.0% | Unchanged |
| Delta Asset Management LLC | 193 | $101.1K | 0.01% | −34−15.0% | Reduced |
| Mendota Financial Group, LLC | 194 | $101.6K | 0.11% | −117−37.6% | Reduced |
| Slocum, Gordon & Co LLP | 200 | $104.7K | 0.08% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 200 | $105.0K | 0.06% | −1,300−86.7% | Reduced |
| Smallwood Wealth Investment Management, LLC | 204 | $106.8K | 0.07% | +204 | New |
| Ogorek Anthony Joseph | 207 | $108.0K | 0.04% | +86+71.1% | Added |
| American Capital Advisory, LLC | 209 | $109.5K | 0.06% | +9+4.5% | Added |
| Fairman Group, LLC | 92 | $109.8K | 0.10% | −125−57.6% | Reduced |
| North Capital, Inc. | 210 | $109.8K | 0.10% | +210 | New |
| Bernard Wealth Management Corp. | 210 | $110.0K | 0.05% | +5+2.4% | Added |
| REAP Financial Group, LLC | 211 | $110.3K | 0.03% | +105+99.1% | Added |
| Highline Wealth Partners LLC | 219 | $114.7K | 0.04% | +19+9.5% | Added |
| Maj Invest Holding A/S | 222 | $116.0K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 223 | $116.8K | 0.10% | +5+2.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 224 | $117.3K | 0.02% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 230 | $120.0K | 0.02% | 00.0% | Unchanged |
| First PREMIER Bank | 234 | $123.0K | 0.03% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 236 | $123.0K | 0.01% | +206+686.7% | Added |
| Avion Wealth | 246 | $124.0K | 0.03% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 240 | $125.7K | 0.10% | −5−2.0% | Reduced |
| Rowland & Co Investment Counsel | 240 | $125.7K | 0.03% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 241 | $126.0K | 0.03% | −23,110−99.0% | Reduced |
| Financial Life Planners | 243 | $127.4K | 0.12% | −21−8.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 244 | $127.8K | 0.02% | +3+1.2% | Added |
| Tradewinds Capital Management, LLC | 245 | $128.3K | 0.03% | −2−0.8% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 250 | $130.9K | 0.13% | +250 | New |
| WFA Asset Management Corp | 265 | $131.1K | 0.07% | +78+41.7% | Added |
| NewSquare Capital LLC | 259 | $135.7K | 0.01% | +209+418.0% | Added |
| Sherman Asset Management, Inc. | 260 | $136.2K | 0.13% | −182−41.2% | Reduced |
| Abound Wealth Management | 265 | $138.6K | 0.05% | −1−0.4% | Reduced |
| Boyd Watterson Asset Management LLC | 267 | $139.8K | 0.04% | −51−16.0% | Reduced |
| TD Capital Management LLC | 269 | $140.9K | 0.01% | +1+0.4% | Added |