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 | 3,055 | $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 |
|---|---|---|---|---|---|
| Fortress Financial Solutions, LLC | 418 | $219.0K | 0.32% | +418 | New |
| BLB&B Advisors, LLC | 419 | $219.5K | 0.01% | −28−6.3% | Reduced |
| Heritage Wealth Architects, Inc. | 420 | $219.8K | 0.21% | +420 | New |
| Lakeridge Wealth Management LLC | 420 | $220.0K | 0.11% | +23+5.8% | Added |
| Partners in Financial Planning | 421 | $220.5K | 0.04% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 422 | $221.0K | 0.15% | −40−8.7% | Reduced |
| Liberty Square Wealth Partners LLC | 422 | $221.0K | 0.08% | 00.0% | Unchanged |
| GatePass Capital, LLC | 422 | $221.0K | 0.17% | +422 | New |
| Family Office Research LLC | 422 | $221.0K | 0.11% | −15−3.4% | Reduced |
| Harvest Investment Services, LLC | 423 | $221.5K | 0.06% | −99−19.0% | Reduced |
| Heritage Wealth Advisors | 423 | $221.7K | 0.01% | −112,659−99.6% | Reduced |
| RWM Asset Management, LLC | 425 | $222.6K | 0.04% | −28−6.2% | Reduced |
| Barr E S & Co | 425 | $222.8K | 0.01% | 00.0% | Unchanged |
| Von Berge Wealth Management Group, LLC | 526 | $223.0K | 0.14% | −48−8.4% | Reduced |
| USAdvisors Wealth Management, LLC | 427 | $223.0K | 0.08% | +427 | New |
| Hobbs Wealth Management, LLC | 426 | $223.1K | 0.25% | −54−11.3% | Reduced |
| Gray Private Wealth, LLC | 426 | $223.2K | 0.13% | −19−4.3% | Reduced |
| Kraft Asset Management, LLC | 427 | $223.6K | 0.20% | −90−17.4% | Reduced |
| Brown Capital Management LLC | 427 | $223.6K | 0.01% | −32−7.0% | Reduced |
| Headinvest, LLC | 427 | $223.6K | 0.04% | 00.0% | Unchanged |
| Fire Capital Management LLC | 427 | $223.6K | 0.16% | +427 | New |
| Laurel Wealth Advisors LLC | 427 | $223.6K | 0.04% | 00.0% | Unchanged |
| Investments & Financial Planning, LLC | 428 | $223.9K | 0.15% | +428 | New |
| Jacobs & Co | 429 | $224.0K | 0.02% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 428 | $224.2K | 0.03% | +428 | New |
| Harmony Asset Management LLC | 428 | $224.3K | 0.09% | −4,668−91.6% | Reduced |
| GK Wealth Management LLC | 429 | $224.6K | 0.28% | −43−9.1% | Reduced |
| Cora Capital Advisors LLC | 429 | $224.7K | 0.11% | −3−0.7% | Reduced |
| Vance Wealth, Inc. | 429 | $224.7K | 0.08% | +31+7.8% | Added |
| Gutierrez Wealth Advisory, LLC | 430 | $224.8K | 0.18% | −24−5.3% | Reduced |
| CBIZ Investment Advisory Services, LLC | 430 | $225.0K | 0.01% | −33−7.1% | Reduced |
| David Wealth Management LLC | 430 | $225.3K | 0.19% | +2+0.5% | Added |
| Retirement Planning Group | 430 | $225.4K | 0.01% | +21+5.1% | Added |
| Castleview Partners, LLC | 431 | $225.7K | 0.15% | −364−45.8% | Reduced |
| WPWealth LLP | 431 | $225.7K | 0.04% | +431 | New |
| Alpha Financial Partners, LLC | 431 | $226.0K | 0.18% | +23+5.6% | Added |
| 25 LLC | 432 | $226.3K | 0.09% | −15−3.4% | Reduced |
| Francis Financial, Inc. | 432 | $226.3K | 0.06% | −500−53.6% | Reduced |
| ProVise Management Group, LLC | 434 | $227.3K | 0.02% | −159−26.8% | Reduced |
| Phocas Financial Corp. | 435 | $227.8K | 0.03% | −25−5.4% | Reduced |
| Roth Financial Partners LLC | 435 | $227.8K | 0.09% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 444 | $227.9K | 0.03% | −933−67.8% | Reduced |
| Financial Freedom, LLC | 436 | $228.1K | 0.13% | +1+0.2% | Added |
| Beacon Capital Management, LLC | 436 | $228.2K | 0.03% | +32+7.9% | Added |
| Carroll Investors, Inc | 443 | $229.8K | 0.15% | −830−65.2% | Reduced |
| Kingdom Financial Group LLC. | 439 | $230.0K | 0.17% | −1,423−76.4% | Reduced |
| Websterrogers Financial Advisors, LLC | 440 | $230.4K | 0.08% | 00.0% | Unchanged |
| OMNI 360 Wealth, Inc. | 440 | $230.5K | 0.15% | +2+0.5% | Added |
| Garde Capital, Inc. | 441 | $231.0K | 0.01% | −175−28.4% | Reduced |
| Academy Capital Management Inc | 441 | $231.0K | 0.04% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 441 | $231.0K | 0.11% | −16−3.5% | Reduced |
| Quartz Partners, LLC | 442 | $231.5K | 0.14% | −40−8.3% | Reduced |
| Blue Barn Wealth, LLC | 442 | $231.5K | 0.12% | −25−5.4% | Reduced |
| Southland Equity Partners LLC | 443 | $231.8K | 0.05% | +3+0.7% | Added |
| TRUE Private Wealth Advisors | 443 | $232.1K | 0.03% | +443 | New |
| New Perspectives, Inc | 444 | $232.5K | 0.12% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 445 | $232.9K | 0.09% | −116−20.7% | Reduced |
| Vertex Planning Partners, LLC | 447 | $234.1K | 0.05% | +447 | New |
| Shakespeare Wealth Management, Inc. | 447 | $234.2K | 0.06% | +3+0.7% | Added |
| HWG Holdings LP | 448 | $234.6K | 0.10% | 00.0% | Unchanged |
| Wealthquest Corp | 450 | $235.7K | 0.02% | −20−4.3% | Reduced |
| Purus Wealth Management, LLC | 450 | $235.7K | 0.10% | 00.0% | Unchanged |
| Capital Advantage, Inc. | 469 | $237.2K | 0.04% | 00.0% | Unchanged |
| First Hawaiian Bank | 453 | $237.3K | 0.03% | −13,324−96.7% | Reduced |
| Vega Investment Solutions | 524 | $237.4K | 0.05% | +243+86.5% | Added |
| Alpha Zero LLC | 454 | $237.8K | 0.18% | −73−13.9% | Reduced |
| Blue Investment Partners LLC | 455 | $238.3K | 0.09% | −90−16.5% | Reduced |
| Aberdeen Wealth Management LLC | 455 | $238.3K | 0.16% | 00.0% | Unchanged |
| Addison Advisors LLC | 455 | $238.3K | 0.07% | 00.0% | Unchanged |
| Exeter Financial, LLC | 456 | $238.9K | 0.11% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 459 | $240.2K | 0.11% | −12−2.5% | Reduced |
| Team Financial Group, LLC | 459 | $240.3K | 0.14% | −47−9.3% | Reduced |
| MAS Advisors LLC | 459 | $240.5K | 0.37% | −44−8.7% | Reduced |
| Prudent Investors Network | 461 | $241.4K | 0.07% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 461 | $241.6K | 0.12% | +41+9.8% | Added |
| Bennett Associates Wealth Management | 462 | $242.0K | 0.20% | −190−29.1% | Reduced |
| Embree Financial Group | 463 | $242.4K | 0.04% | −5−1.1% | Reduced |
| Raffa Wealth Management, LLC | 465 | $243.5K | 0.06% | −2−0.4% | Reduced |
| Briaud Financial Planning, Inc | 466 | $244.0K | 0.10% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 468 | $245.0K | 0.11% | +1+0.2% | Added |
| Promethium Advisors,llc | 469 | $245.6K | 0.16% | −99−17.4% | Reduced |
| Wiser Wealth Management, Inc | 469 | $245.6K | 0.07% | −13−2.7% | Reduced |
| Cosner Financial Group, LLC | 469 | $245.8K | 0.15% | +2+0.4% | Added |
| Carrera Capital Advisors | 471 | $246.9K | 0.05% | −82−14.8% | Reduced |
| Sandbox Financial Partners, LLC | 471 | $246.9K | 0.09% | −64−12.0% | Reduced |
| Bell Investment Advisors, Inc | 472 | $247.2K | 0.05% | −26−5.2% | Reduced |
| Sentry LLC | 475 | $248.8K | 0.05% | −50−9.5% | Reduced |
| Centricity Wealth Management, LLC | 475 | $248.8K | 0.23% | 00.0% | Unchanged |
| RW Investment Management LLC | 477 | $249.8K | 0.03% | 00.0% | Unchanged |
| Vicus Capital | 479 | $250.8K | 0.02% | −62−11.5% | Reduced |
| Matrix Private Capital Group LLC | 480 | $251.2K | 0.15% | −62−11.4% | Reduced |
| Kennebec Savings Bank | 480 | $251.4K | 0.27% | −1,786−78.8% | Reduced |
| High Probability Advisors, LLC | 481 | $251.9K | 0.04% | 00.0% | Unchanged |
| Warm Springs Advisors Inc. | 481 | $251.9K | 0.25% | 00.0% | Unchanged |
| Verde Capital Management | 481 | $252.0K | 0.07% | −48−9.1% | Reduced |
| PSI Advisors, LLC | 482 | $252.3K | 0.08% | −75−13.5% | Reduced |
| Greenspring Advisors, LLC | 482 | $252.4K | 0.06% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 482 | $252.7K | 0.16% | −9−1.8% | Reduced |
| jvl associates llc | 483 | $253.0K | 0.10% | −13−2.6% | Reduced |
| LCNB Corp | 483 | $253.0K | 0.09% | 00.0% | Unchanged |