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 |
|---|---|---|---|---|---|
| Palouse Capital Management, Inc. | 274 | $143.2K | 0.10% | −685−71.4% | Reduced |
| FSA Wealth Management LLC | 276 | $144.6K | 0.06% | +2+0.7% | Added |
| Hills Bank & Trust Co | 278 | $145.6K | 0.01% | +5+1.8% | Added |
| Fiduciary Wealth Partners, LLC | 288 | $150.9K | 0.13% | +288 | New |
| Blume Capital Management, Inc. | 291 | $152.4K | 0.03% | +16+5.8% | Added |
| Wellington Shields & Co., LLC | 295 | $154.5K | 0.05% | +54+22.4% | Added |
| Marquette Asset Management, LLC | 295 | $154.5K | 0.03% | −3−1.0% | Reduced |
| Western Pacific Wealth Management, LP | 300 | $157.1K | 0.14% | −602−66.7% | Reduced |
| Noble Wealth Management PBC | 302 | $158.2K | 0.11% | −4−1.3% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 305 | $159.7K | 0.05% | +25+8.9% | Added |
| Quest 10 Wealth Builders, Inc. | 306 | $160.2K | 0.17% | +1+0.3% | Added |
| Aspect Partners, LLC | 315 | $165.0K | 0.09% | −16−4.8% | Reduced |
| TruNorth Capital Management, LLC | 318 | $166.6K | 0.04% | +184+137.3% | Added |
| Curat Global, LLC | 320 | $167.6K | 0.20% | +320 | New |
| Stone House Investment Management, LLC | 322 | $168.6K | 0.03% | +322 | New |
| Barnes Dennig Private Wealth Management LLC | 323 | $169.2K | 0.26% | +323 | New |
| Standard Family Office LLC | 324 | $169.7K | 0.22% | −243−42.9% | Reduced |
| Financial Avengers, Inc. | 326 | $170.9K | 0.09% | −74−18.5% | Reduced |
| McIlrath & Eck, LLC | 330 | $172.9K | 0.02% | −11−3.2% | Reduced |
| Private Wealth Management Group, LLC | 331 | $173.4K | 0.06% | −18−5.2% | Reduced |
| HighMark Wealth Management LLC | 342 | $178.1K | 0.11% | +15+4.6% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 344 | $180.0K | 0.06% | −1,625−82.5% | Reduced |
| Pinney & Scofield, Inc. | 345 | $180.7K | 0.13% | −14−3.9% | Reduced |
| Alpine Bank Wealth Management | 345 | $180.7K | 0.03% | +345 | New |
| IMG Wealth Management, Inc. | 349 | $182.8K | 0.16% | 00.0% | Unchanged |
| Founders Capital Management | 350 | $183.3K | 0.12% | −26−6.9% | Reduced |
| Insight Inv LLC | 20,304 | $183.4K | 0.13% | +20,001+6,601.0% | Added |
| FSC Wealth Advisors, LLC | 351 | $183.8K | 0.12% | 00.0% | Unchanged |
| Abound Financial, LLC | 356 | $186.3K | 0.09% | +356 | New |
| Saudi Central Bank | 362 | $189.6K | 1.00% | +362 | New |
| Atticus Wealth Management, LLC | 362 | $189.7K | 0.06% | −389−51.8% | Reduced |
| First Community Trust NA | 373 | $195.4K | 0.17% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 375 | $196.4K | 0.02% | −282−42.9% | Reduced |
| Dunhill Financial, LLC | 376 | $196.7K | 0.09% | −236−38.6% | Reduced |
| Transce3nd, LLC | 382 | $200.0K | 0.09% | −151−28.3% | Reduced |
| IFG Advisors, LLC | 382 | $200.1K | 0.04% | +382 | New |
| Founders Grove Wealth Partners, LLC | 382 | $200.1K | 0.06% | +382 | New |
| Smart Money Group LLC | 383 | $200.4K | 0.07% | +383 | New |
| KWMG, LLC | 383 | $200.6K | 0.02% | −32−7.7% | Reduced |
| Everest Management Corp. | 383 | $200.6K | 0.18% | +383 | New |
| Hara Capital LLC | 384 | $201.1K | 0.14% | +7+1.9% | Added |
| Guardian Asset Advisors, LLC | 384 | $201.1K | 0.13% | +384 | New |
| Blue Bell Private Wealth Management, LLC | 385 | $201.6K | 0.04% | +81+26.6% | Added |
| Cannon Advisors, Inc. | 385 | $201.6K | 0.19% | −22−5.4% | Reduced |
| Pacific Center for Financial Services | 385 | $201.6K | 0.05% | −10−2.5% | Reduced |
| Capital Planning LLC | 386 | $202.2K | 0.06% | −105−21.4% | Reduced |
| Activest Wealth Management | 387 | $202.6K | 0.05% | +200+107.0% | Added |
| Avenue 1 Advisors, LLC | 387 | $202.7K | 0.08% | −442−53.3% | Reduced |
| Next Level Private LLC | 387 | $202.7K | 0.08% | +387 | New |
| Midwest Professional Planners, LTD. | 388 | $203.2K | 0.06% | +388 | New |
| Acorn Creek Capital LLC | 388 | $203.3K | 0.10% | −156−28.7% | Reduced |
| Monticello Wealth Management, LLC | 388 | $203.4K | 0.02% | +388 | New |
| BankPlus Wealth Management LLC | 390 | $203.6K | 0.15% | −7−1.8% | Reduced |
| SeaBridge Investment Advisors LLC | 389 | $203.7K | 0.04% | +389 | New |
| Wealth Watch Advisors, INC | 387 | $203.7K | 0.17% | −116−23.1% | Reduced |
| Redmond Asset Management, LLC | 390 | $204.3K | 0.05% | +390 | New |
| Beacon Financial Advisory LLC | 390 | $204.3K | 0.06% | +390 | New |
| Morton Capital Management LLC | 390 | $204.3K | 0.04% | +390 | New |
| Private Capital Management, LLC | 391 | $205.0K | 0.02% | −78−16.6% | Reduced |
| Mengis Capital Management, Inc. | 392 | $205.3K | 0.04% | +392 | New |
| FSA Investment Group, LLC | 392 | $205.3K | 0.17% | +392 | New |
| Leslie Global Wealth, LLC | 393 | $205.8K | 0.10% | +393 | New |
| Golden Road Advisors LLC | 393 | $205.8K | 0.16% | +393 | New |
| Collective Family Office LLC | 394 | $206.4K | 0.06% | −550−58.3% | Reduced |
| Sterneck Capital Management, LLC | 395 | $206.9K | 0.11% | +395 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 395 | $206.9K | 0.41% | +30+8.2% | Added |
| Forthright Family Wealth Advisory LLC | 397 | $207.9K | 0.14% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 399 | $209.0K | 0.11% | +399 | New |
| MGO Private Wealth, LLC | 399 | $209.0K | 0.15% | +399 | New |
| Harbor Group, Inc. | 400 | $209.4K | 0.04% | 00.0% | Unchanged |
| Prakash Investment Advisors LLC | 400 | $209.5K | 0.23% | −100−20.0% | Reduced |
| Hutner Capital Management Inc | 400 | $209.5K | 0.09% | 00.0% | Unchanged |
| Ascension Capital Advisors, Inc. | 400 | $209.5K | 0.10% | 00.0% | Unchanged |
| Adamsbrown Wealth Consultants LLC | 401 | $209.8K | 0.07% | +401 | New |
| Alliance Wealth Advisors, LLC | 401 | $210.0K | 0.12% | −232−36.7% | Reduced |
| Stonebridge Financial Group, LLC | 402 | $210.5K | 0.02% | −10,324−96.3% | Reduced |
| Whelan Financial | 403 | $210.9K | 0.08% | −42−9.4% | Reduced |
| Oxbow Advisors, LLC | 403 | $211.1K | 0.02% | +403 | New |
| Fortitude Family Office, LLC | 403 | $211.1K | 0.08% | −63−13.5% | Reduced |
| Davidson Trust Co | 403 | $211.1K | 0.10% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 543 | $212.3K | 0.04% | −1,169−68.3% | Reduced |
| Rareview Capital LLC | 406 | $212.4K | 0.13% | 00.0% | Unchanged |
| Massachusetts Wealth Management | 407 | $213.2K | 0.15% | −50−10.9% | Reduced |
| Cornerstone Planning Group LLC | 499 | $213.6K | 0.05% | +203+68.6% | Added |
| Cushing Capital Partners, LLC | 408 | $213.6K | 0.19% | +408 | New |
| Buffington Mohr McNeal | 409 | $214.2K | 0.04% | −1,395−77.3% | Reduced |
| Reliant Investment Management, LLC | 409 | $214.2K | 0.11% | −15−3.5% | Reduced |
| Pure Portfolios Holdings LLC | 410 | $214.8K | 0.08% | −57−12.2% | Reduced |
| Vantage Financial Partners, LLC | 411 | $215.4K | 0.05% | −27−6.2% | Reduced |
| Long Run Wealth Advisors, LLC | 413 | $216.3K | 0.05% | +413 | New |
| Chiron Capital Management, LLC | 413 | $216.3K | 0.20% | +1+0.2% | Added |
| TriaGen Wealth Management LLC | 414 | $216.8K | 0.08% | −14−3.3% | Reduced |
| Acorn Wealth Advisors, LLC | 414 | $216.8K | 0.09% | +15+3.8% | Added |
| McClarren Financial Advisors, Inc. | 1,537 | $217.0K | 0.14% | +4+0.3% | Added |
| Synergy Financial Group, LTD | 416 | $217.9K | 0.20% | −20−4.6% | Reduced |
| Wealth Preservation Advisors, LLC | 416 | $217.9K | 0.16% | +416 | New |
| Basepoint Wealth LLC | 416 | $217.9K | 0.17% | +7+1.7% | Added |
| Argyle Capital Partners, LLC | 417 | $218.4K | 0.19% | −10−2.3% | Reduced |
| Boothbay Fund Management, LLC | 418 | $218.9K | 0.01% | −8,711−95.4% | Reduced |
| Luminist Capital LLC | 419 | $218.9K | 0.24% | +2+0.5% | Added |