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 |
|---|---|---|---|---|---|
| Kuhn & Co Investment Counsel | 483 | $253.0K | 0.21% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 484 | $253.5K | 0.07% | −12−2.4% | Reduced |
| Lodestar Private Asset Management LLC | 484 | $253.5K | 0.03% | 00.0% | Unchanged |
| Cannon Wealth Management Services, LLC | 649 | $253.8K | 0.23% | −40−5.8% | Reduced |
| Foundry Partners, LLC | 485 | $254.0K | 0.01% | 00.0% | Unchanged |
| WestHill Financial Advisors, Inc. | 485 | $254.0K | 0.06% | +12+2.5% | Added |
| Kitching Partners, LLC | 485 | $254.0K | 0.29% | +485 | New |
| Rossby Financial, LCC | 608 | $254.5K | 0.11% | −400−39.7% | Reduced |
| Pettyjohn, Wood & White, Inc | 486 | $254.5K | 0.05% | −451−48.1% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 487 | $255.1K | 0.02% | +7+1.5% | Added |
| Apollon Financial, LLC | 488 | $255.7K | 0.06% | +488 | New |
| Baker Ellis Asset Management LLC | 489 | $256.1K | 0.04% | −130−21.0% | Reduced |
| CVFG LLC | 489 | $256.1K | 0.23% | +28+6.1% | Added |
| SK Wealth Management, LLC | 603 | $256.6K | 0.14% | +2+0.3% | Added |
| Vigilare Wealth Management | 490 | $256.6K | 0.10% | −100−16.9% | Reduced |
| Meriwether Wealth & Planning, LLC | 490 | $256.6K | 0.17% | −32−6.1% | Reduced |
| United Bank | 490 | $256.6K | 0.03% | −16−3.2% | Reduced |
| Potentia Wealth | 490 | $256.6K | 0.12% | 00.0% | Unchanged |
| Howard Wealth Management, LLC | 491 | $257.5K | 0.14% | 00.0% | Unchanged |
| Accel Wealth Management | 492 | $257.5K | 0.09% | +16+3.4% | Added |
| Eaton-Cambridge Inc. | 492 | $257.7K | 0.11% | −20−3.9% | Reduced |
| CFC Planning Co LLC | 492 | $257.7K | 0.28% | +1+0.2% | Added |
| Meredith Wealth Planning | 493 | $258.0K | 0.11% | +493 | New |
| Brio Consultants, LLC | 494 | $258.7K | 0.04% | +67+15.7% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 495 | $259.3K | 0.14% | −18−3.5% | Reduced |
| Orgel Wealth Management, LLC | 495 | $259.3K | 0.01% | −6−1.2% | Reduced |
| Sachetta, LLC | 496 | $259.6K | 0.11% | −14−2.7% | Reduced |
| Focused Wealth Management, Inc | 497 | $260.2K | 0.04% | −43−8.0% | Reduced |
| TruWealth Advisors, LLC | 497 | $260.2K | 0.02% | −9−1.8% | Reduced |
| Vision Capital Management, Inc. | 497 | $260.3K | 0.04% | −40−7.4% | Reduced |
| Vista Investment Partners II, LLC | 497 | $260.3K | 0.14% | −11−2.2% | Reduced |
| Howard Financial Services, Ltd. | 498 | $260.9K | 0.04% | +90+22.1% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 498 | $261.1K | 0.07% | −9,580−95.1% | Reduced |
| Columbia Asset Management | 499 | $261.4K | 0.05% | −177−26.2% | Reduced |
| Brave Warrior Advisors, LLC | 499 | $261.4K | 0.01% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 500 | $261.9K | 0.08% | −72−12.6% | Reduced |
| Peddock Capital Advisors, LLC | 500 | $261.9K | 0.07% | −24−4.6% | Reduced |
| NJ State Employees Deferred Compensation Plan | 500 | $261.9K | 0.03% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 500 | $261.9K | 0.08% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 500 | $261.9K | 0.13% | 00.0% | Unchanged |
| Samjo Management, LLC | 500 | $261.9K | 0.11% | 00.0% | Unchanged |
| University of Chicago | 500 | $261.9K | 0.40% | +500 | New |
| Harbor Advisors LLC | 500 | $261.9K | 0.05% | +500 | New |
| Infrastructure Capital Advisors, LLC | 501 | $262.4K | 0.03% | −34−6.4% | Reduced |
| Hobbs Group Advisors, LLC | 502 | $262.8K | 0.10% | −96−16.1% | Reduced |
| Independent Wealth Network Inc. | 503 | $263.2K | 0.10% | +39+8.4% | Added |
| Meridian Financial, LLC | 503 | $263.4K | 0.18% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 504 | $264.0K | 0.01% | 00.0% | Unchanged |
| Select Asset Management & Trust | 504 | $264.0K | 0.11% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 505 | $264.2K | 0.17% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 505 | $264.5K | 0.08% | −105−17.2% | Reduced |
| Laffer Tengler Investments | 505 | $264.5K | 0.06% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 505 | $264.5K | 0.18% | 00.0% | Unchanged |
| Convergence Financial, LLC | 507 | $265.3K | 0.05% | +14+2.8% | Added |
| Pavion Blue Capital, LLC | 508 | $266.1K | 0.13% | 00.0% | Unchanged |
| Weaver Consulting Group | 508 | $266.1K | 0.08% | +59+13.1% | Added |
| Macroview Investment Management LLC | 508 | $266.1K | 0.25% | +8+1.6% | Added |
| Horizon Financial Services, LLC | 510 | $267.1K | 0.15% | +1+0.2% | Added |
| Dougherty Wealth Advisers LLC | 510 | $267.1K | 0.20% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 510 | $267.1K | 0.03% | +1+0.2% | Added |
| Heartwood Wealth Advisors LLC | 511 | $267.6K | 0.03% | −61−10.7% | Reduced |
| Perissos Private Wealth Management, LLC | 513 | $268.9K | 0.25% | +1+0.2% | Added |
| Next Capital Management LLC | 514 | $269.2K | 0.13% | +514 | New |
| New World Advisors LLC | 515 | $269.7K | 0.06% | +74+16.8% | Added |
| Icapital Wealth LLC | 515 | $269.7K | 0.16% | +515 | New |
| Cambridge Financial Group, LLC | 517 | $270.6K | 0.11% | −26−4.8% | Reduced |
| Journey Beyond Wealth, LLC | 517 | $270.8K | 0.25% | −30−5.5% | Reduced |
| BlackDiamond Wealth Management Inc. | 714 | $271.8K | 0.18% | −142−16.6% | Reduced |
| Old Second National Bank of Aurora | 519 | $271.8K | 0.06% | +71+15.8% | Added |
| Burr Financial Services, LLC | 520 | $272.4K | 0.21% | 00.0% | Unchanged |
| Dynamic Financial Group | 520 | $272.4K | 0.27% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 520 | $272.6K | 0.02% | +46+9.7% | Added |
| TSFG, LLC | 520 | $273.0K | 0.06% | +131+33.7% | Added |
| Houlihan Financial Resource Group, Ltd. | 524 | $274.0K | 0.12% | 00.0% | Unchanged |
| Defined Financial Planning LLC | 524 | $274.1K | 0.28% | −552−51.3% | Reduced |
| Kaizen Financial Strategies | 525 | $274.9K | 0.16% | +122+30.3% | Added |
| Old Mission Investment Co LLC | 525 | $275.1K | 0.08% | +25+5.0% | Added |
| LifeSteps Financial, Inc. | 526 | $275.5K | 0.22% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 530 | $277.6K | 0.03% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 531 | $278.1K | 0.23% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 532 | $278.6K | 0.07% | −17,315−97.0% | Reduced |
| Investment Advisory Group, LLC | 533 | $279.0K | 0.09% | +4+0.8% | Added |
| Heritage Oak Wealth Advisors LLC | 533 | $279.2K | 0.12% | −275−34.0% | Reduced |
| Fortress Private Ledger, LLC | 533 | $279.3K | 0.16% | +533 | New |
| YANKCOM Partnership | 534 | $279.7K | 0.15% | −1,631−75.3% | Reduced |
| Nixon Peabody Trust Co | 536 | $280.7K | 0.02% | +136+34.0% | Added |
| Clarity Wealth Advisors, LLC | 536 | $280.8K | 0.08% | −20−3.6% | Reduced |
| Destination Wealth Management | 537 | $281.0K | 0.01% | −31−5.5% | Reduced |
| Wealthcare Capital Management LLC | 537 | $281.3K | 0.03% | +27+5.3% | Added |
| Lakewood Asset Management LLC | 537 | $281.4K | 0.19% | −28−5.0% | Reduced |
| Eagle Strategies LLC | 538 | $281.5K | 0.05% | +22+4.3% | Added |
| Acima Private Wealth, LLC | 538 | $281.8K | 0.10% | 00.0% | Unchanged |
| Genesis Private Wealth, LLC | 538 | $281.8K | 0.15% | +64+13.5% | Added |
| AdviceOne Advisory Services, LLC | 540 | $282.8K | 0.23% | −26−4.6% | Reduced |
| Wick Capital Partners, LLC | 541 | $283.1K | 0.08% | −14−2.5% | Reduced |
| Saxony Capital Management, LLC | 542 | $284.0K | 0.25% | +10+1.9% | Added |
| Birch Financial Group, LLC | 543 | $284.3K | 0.25% | −42−7.2% | Reduced |
| Prospect Financial Group LLC | 543 | $284.4K | 0.36% | +57+11.7% | Added |
| Clark Asset Management, LLC | 545 | $285.4K | 0.05% | −32−5.5% | Reduced |
| Ground Swell Capital, LLC | 545 | $285.4K | 0.65% | −69−11.2% | Reduced |