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 |
|---|---|---|---|---|---|
| Paces Ferry Wealth Advisors, LLC | 545 | $285.4K | 0.14% | −12−2.2% | Reduced |
| Laurel Wealth Planning LLC | 545 | $285.4K | 0.19% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 486 | $285.5K | 0.06% | −10−2.0% | Reduced |
| Investmark Advisory Group LLC | 545 | $285.6K | 0.14% | +1+0.2% | Added |
| Strategic Financial Concepts, LLC | 546 | $285.8K | 0.05% | −48−8.1% | Reduced |
| Parthenon LLC | 546 | $286.0K | 0.04% | 00.0% | Unchanged |
| Legacy Financial Group, Inc. | 546 | $286.0K | 0.09% | −13−2.3% | Reduced |
| Financial Advisory Corp | 546 | $286.0K | 0.09% | +20+3.8% | Added |
| Acorns Advisers, LLC | 547 | $286.0K | 0.00% | +79+16.9% | Added |
| SJS Investment Consulting Inc. | 547 | $286.3K | 0.05% | −40−6.8% | Reduced |
| Cypress Financial Planning LLC | 548 | $287.0K | 0.10% | +11+2.0% | Added |
| Vermillion & White Wealth Management Group, LLC | 549 | $287.6K | 0.21% | +2+0.4% | Added |
| SFE Investment Counsel | 549 | $287.7K | 0.06% | +74+15.6% | Added |
| Jackson Wealth Management, LLC | 549 | $288.0K | 0.03% | −128−18.9% | Reduced |
| WS Portfolio Advisory, LLC | 612 | $288.1K | 1.70% | −1,650−72.9% | Reduced |
| Magnolia Wealth Management, LLC | 550 | $288.1K | 0.21% | 00.0% | Unchanged |
| Taylor & Morgan Wealth Management, LLC | 552 | $289.1K | 0.22% | −54−8.9% | Reduced |
| Legacy Financial Strategies, LLC | 552 | $289.2K | 0.06% | −35−6.0% | Reduced |
| UMA Financial Services, Inc. | 553 | $289.6K | 0.05% | −119−17.7% | Reduced |
| Elite Life Management LLC | 555 | $290.7K | 0.91% | −12−2.1% | Reduced |
| Talisman Wealth Advisors LLC | 555 | $290.9K | 0.30% | −109−16.4% | Reduced |
| Covestor Ltd | 556 | $291.0K | 0.19% | −109−16.4% | Reduced |
| Atwood & Palmer Inc | 556 | $291.2K | 0.02% | −219−28.3% | Reduced |
| Burke & Herbert Bank & Trust Co | 556 | $291.2K | 0.07% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 557 | $291.7K | 0.10% | −166−23.0% | Reduced |
| Foguth Wealth Management, LLC. | 557 | $291.9K | 0.07% | +36+6.9% | Added |
| Phillips Financial Management, LLC | 558 | $292.3K | 0.02% | +19+3.5% | Added |
| Riversedge Advisors, LLC | 558 | $292.4K | 0.07% | +558 | New |
| Tandem Investment Advisors, Inc. | 559 | $293.0K | 0.01% | −963−63.3% | Reduced |
| Forza Wealth Management, LLC | 560 | $293.3K | 0.13% | 00.0% | Unchanged |
| Awm Capital, LLC | 561 | $293.6K | 0.03% | +112+24.9% | Added |
| Echo45 Advisors LLC | 561 | $293.8K | 0.20% | −58−9.4% | Reduced |
| Wedgewood Investors Inc | 561 | $293.8K | 0.35% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 561 | $293.8K | 0.22% | 00.0% | Unchanged |
| Alesco Advisors LLC | 562 | $294.3K | 0.01% | +33+6.2% | Added |
| G2 Capital Management, LLC | 562 | $294.6K | 0.09% | +5+0.9% | Added |
| Cottonwood Capital Advisors, LLC | 563 | $294.9K | 0.22% | −75−11.8% | Reduced |
| Hartmann Taylor Wealth Management, LLC | 564 | $295.4K | 0.26% | +564 | New |
| Berkshire Money Management, Inc. | 566 | $296.4K | 0.03% | −20−3.4% | Reduced |
| Flywheel Private Wealth LLC | 567 | $297.0K | 0.27% | 00.0% | Unchanged |
| First Financial Group Corp | 567 | $297.0K | 0.34% | +11+2.0% | Added |
| LVZ Advisors, Inc. | 568 | $297.2K | 0.04% | 00.0% | Unchanged |
| Lionshead Wealth Management, LLC | 568 | $297.5K | 0.31% | −146−20.4% | Reduced |
| Swan Global Investments, LLC | 568 | $297.5K | 0.02% | +568 | New |
| H&H Retirement Design & Management INC | 700 | $297.7K | 0.20% | +2+0.3% | Added |
| Lifelong Wealth Advisors, Inc. | 569 | $298.0K | 0.14% | −58−9.3% | Reduced |
| Teamwork Financial Advisors, LLC | 571 | $298.9K | 0.04% | −68−10.6% | Reduced |
| 1858 Wealth Management, LLC | 574 | $300.6K | 0.25% | −37−6.1% | Reduced |
| Axiom Financial Strategies, LLC | 574 | $300.6K | 0.18% | −1−0.2% | Reduced |
| Emergent Wealth Advisors, LLC | 575 | $301.1K | 0.22% | −135−19.0% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 575 | $301.1K | 0.10% | +23+4.2% | Added |
| M. Kraus & Co | 575 | $301.2K | 0.09% | −2−0.3% | Reduced |
| Sterling Investment Advisors, Ltd. | 576 | $301.7K | 0.07% | +125+27.7% | Added |
| Client 1st Advisory Group, LLC | 578 | $302.7K | 0.12% | 00.0% | Unchanged |
| V2 Financial group LLC | 578 | $302.7K | 0.19% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 579 | $303.3K | 0.16% | −109−15.8% | Reduced |
| TFC Financial Management | 580 | $303.8K | 0.05% | −76−11.6% | Reduced |
| IMZ Advisory Inc | 580 | $303.9K | 0.14% | −82−12.4% | Reduced |
| Ballew Advisors, Inc | 508 | $304.4K | 0.20% | +508 | New |
| JBGlobal.com LLC | 582 | $304.8K | 0.32% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 801 | $304.9K | 0.16% | +4+0.5% | Added |
| Aspen Investment Management Inc | 582 | $305.0K | 0.14% | +14+2.5% | Added |
| 626 Financial, LLC | 583 | $305.6K | 0.16% | −1,350−69.8% | Reduced |
| KFA Private Wealth Group, LLC | 584 | $306.1K | 0.11% | +139+31.2% | Added |
| Investor's Fiduciary Advisor Network, LLC | 588 | $307.0K | 0.14% | −358−37.8% | Reduced |
| BluePointe Capital Management, LLC | 587 | $307.4K | 0.12% | +587 | New |
| Krane Funds Advisors LLC | 588 | $308.0K | 0.01% | +588 | New |
| Independent Family Office, LLC | 590 | $309.0K | 0.16% | −65−9.9% | Reduced |
| Mainsail Asset Management, LLC | 590 | $309.0K | 0.21% | +40+7.3% | Added |
| Financial Insights, Inc. | 590 | $309.0K | 0.12% | +590 | New |
| Retirement Planning Co of New England, Inc. | 591 | $309.7K | 0.16% | +50+9.2% | Added |
| Warwick Investment Management, Inc. | 592 | $310.1K | 0.06% | +24+4.2% | Added |
| Element Pointe Advisors, LLC | 593 | $310.6K | 0.08% | −19−3.1% | Reduced |
| Center For Asset Management LLC | 593 | $310.6K | 0.19% | −16−2.6% | Reduced |
| Old Point Trust & Financial Services N A | 595 | $311.6K | 0.11% | 00.0% | Unchanged |
| First Citizens Financial Corp | 595 | $311.6K | 0.18% | +49+9.0% | Added |
| Muirfield Wealth Advisors LLC | 597 | $312.9K | 0.27% | −140−19.0% | Reduced |
| McDaniel Terry & Co | 597 | $313.0K | 0.03% | −11−1.8% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 598 | $313.2K | 0.05% | −137−18.6% | Reduced |
| Oldfather Financial Services, LLC | 598 | $313.2K | 0.12% | −13−2.1% | Reduced |
| Gemmer Asset Management LLC | 599 | $313.7K | 0.03% | −143−19.3% | Reduced |
| Knightsbridge Asset Management, LLC | 601 | $314.7K | 0.08% | +601 | New |
| Warren Street Wealth Advisors, LLC | 602 | $315.3K | 0.12% | −229−27.6% | Reduced |
| Roman Butler Fullerton & Co | 541 | $315.8K | 0.12% | +4+0.7% | Added |
| Sterling Group Wealth Management, LLC | 604 | $316.3K | 0.17% | 00.0% | Unchanged |
| WBI Investments | 604 | $316.5K | 0.08% | +604 | New |
| Montz Harcus Wealth Management LLC | 605 | $316.7K | 0.17% | +605 | New |
| Coerente Capital Management | 605 | $316.9K | 0.06% | 00.0% | Unchanged |
| Oakwell Private Wealth Management, LLC | 605 | $316.9K | 0.09% | +69+12.9% | Added |
| Helium Advisors LLC | 605 | $317.0K | 0.23% | 00.0% | Unchanged |
| WBH Advisory Inc | 606 | $317.4K | 0.03% | 00.0% | Unchanged |
| Integris Wealth Management, LLC | 607 | $317.7K | 0.09% | −47−7.2% | Reduced |
| NWF Advisory Services Inc. | 607 | $317.9K | 0.04% | −97−13.8% | Reduced |
| Global Strategic Investment Solutions, LLC | 607 | $318.1K | 0.04% | −85−12.3% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 608 | $318.4K | 0.04% | 00.0% | Unchanged |
| Newton One Investments LLC | 610 | $319.4K | 0.11% | −1−0.2% | Reduced |
| Zhang Financial LLC | 611 | $319.8K | 0.02% | −14−2.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 611 | $320.0K | 0.02% | −7,841−92.8% | Reduced |
| Yeomans Consulting Group, Inc. | 611 | $320.0K | 0.12% | −19−3.0% | Reduced |
| LBMC Investment Advisors, LLC | 612 | $320.5K | 0.03% | 00.0% | Unchanged |