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 |
|---|---|---|---|---|---|
| VisionPoint Advisory Group, LLC | 617 | $323.2K | 0.11% | +136+28.3% | Added |
| Frazier Financial Advisors, LLC | 617 | $323.2K | 0.25% | +7+1.1% | Added |
| Hanlon Investment Management, Inc. | 618 | $323.7K | 0.24% | −64−9.4% | Reduced |
| Signet Financial Management, LLC | 619 | $324.1K | 0.04% | −8−1.3% | Reduced |
| Fortis Capital Advisors, LLC | 619 | $324.2K | 0.07% | +230+59.1% | Added |
| Covenant Asset Management, LLC | 619 | $324.2K | 0.08% | −7,114−92.0% | Reduced |
| Crumly & Associates Inc. | 622 | $325.7K | 0.09% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 622 | $325.9K | 0.25% | +33+5.6% | Added |
| M3 Advisory Group, LLC | 623 | $326.2K | 0.26% | −134−17.7% | Reduced |
| Charles Schwab Trust Co | 623 | $326.2K | 0.03% | −148−19.2% | Reduced |
| Probity Advisors, Inc. | 624 | $326.8K | 0.06% | −224−26.4% | Reduced |
| CJM Wealth Advisers, Ltd. | 624 | $326.8K | 0.12% | 00.0% | Unchanged |
| Dentgroup LLC | 625 | $327.4K | 0.25% | −40−6.0% | Reduced |
| Alley Investment Management Company, LLC | 625 | $327.6K | 0.04% | −14,876−96.0% | Reduced |
| Acorn Financial Advisory Services Inc | 626 | $327.9K | 0.06% | −122−16.3% | Reduced |
| Seed Wealth Management, Inc. | 627 | $328.4K | 0.27% | 00.0% | Unchanged |
| MQS Management LLC | 627 | $328.4K | 0.19% | +627 | New |
| Northstar Group, Inc. | 628 | $328.9K | 0.05% | +32+5.4% | Added |
| Rainey & Randall Investment Management Inc. | 628 | $329.2K | 0.06% | +628 | New |
| Mission Creek Capital Partners, Inc. | 631 | $330.7K | 0.08% | −2,413−79.3% | Reduced |
| Indie Asset Partners, LLC | 633 | $331.3K | 0.29% | −44−6.5% | Reduced |
| Rakuten Securities, Inc. | 633 | $331.5K | 0.17% | +91+16.8% | Added |
| Range Financial Group LLC | 634 | $332.1K | 0.15% | +71+12.6% | Added |
| Wooster Corthell Wealth Management, Inc. | 635 | $332.6K | 0.07% | +635 | New |
| Truvestments Capital LLC | 636 | $333.0K | 0.07% | +41+6.9% | Added |
| MinichMacGregor Wealth Management, LLC | 636 | $333.1K | 0.07% | −184−22.4% | Reduced |
| NTV Asset Management LLC | 636 | $333.1K | 0.04% | +193+43.6% | Added |
| Watershed Private Wealth LLC | 636 | $333.1K | 0.13% | −472−42.6% | Reduced |
| Sittner & Nelson, LLC | 636 | $333.3K | 0.14% | +10+1.6% | Added |
| Consolidated Portfolio Review Corp | 636 | $333.3K | 0.05% | −609−48.9% | Reduced |
| Redhawk Wealth Advisors, Inc. | 637 | $333.9K | 0.04% | −121−16.0% | Reduced |
| Worth Asset Management, LLC | 638 | $334.3K | 0.18% | −235−26.9% | Reduced |
| Westmount Partners, LLC | 639 | $334.5K | 0.10% | −57−8.2% | Reduced |
| Mascoma Wealth Management LLC | 639 | $334.7K | 0.08% | 00.0% | Unchanged |
| Stephenson & Company, Inc. | 641 | $335.5K | 0.22% | +10+1.6% | Added |
| Flaharty Asset Management, LLC | 643 | $336.8K | 0.05% | −25−3.7% | Reduced |
| Avaii Wealth Management, LLC | 644 | $337.3K | 0.18% | −32−4.7% | Reduced |
| Hall Capital Management Co Inc | 644 | $337.4K | 0.16% | −4,004−86.1% | Reduced |
| 4WEALTH Advisors, Inc. | 644 | $337.5K | 0.37% | +13+2.1% | Added |
| Carl P. Sherr & Co., LLC | 645 | $337.8K | 0.18% | +645 | New |
| LeConte Wealth Management, LLC | 645 | $337.8K | 0.22% | +645 | New |
| NDVR, Inc. | 646 | $338.3K | 0.35% | −35−5.1% | Reduced |
| Union Savings Bank | 647 | $338.9K | 0.17% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 650 | $340.4K | 0.05% | +150+30.0% | Added |
| Endowment Wealth Management, Inc. | 650 | $340.5K | 0.22% | +31+5.0% | Added |
| Argent Advisors, Inc. | 652 | $341.5K | 0.11% | −1,586−70.9% | Reduced |
| Landaas & Co | 653 | $342.0K | 0.09% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 654 | $342.3K | 0.21% | +28+4.5% | Added |
| TCFG Wealth Management, LLC | 656 | $343.5K | 0.17% | −3−0.5% | Reduced |
| Willis Johnson & Associates, Inc. | 656 | $343.6K | 0.03% | +63+10.6% | Added |
| Hazlett, Burt & Watson, Inc. | 659 | $344.0K | 0.15% | −33−4.8% | Reduced |
| Capital Advisors Wealth Management, LLC | 658 | $344.7K | 0.06% | +64+10.8% | Added |
| Castle Rock Wealth Management, LLC | 657 | $344.8K | 0.09% | −56−7.9% | Reduced |
| Affinity Capital Advisors, LLC | 575 | $344.9K | 0.07% | +85+17.3% | Added |
| Sax Wealth Advisors, LLC | 659 | $344.9K | 0.02% | −31−4.5% | Reduced |
| TradeWell Securities, LLC. | 659 | $345.0K | 0.19% | +3+0.5% | Added |
| Disciplined Equity Management, Inc. | 660 | $345.7K | 0.24% | 00.0% | Unchanged |
| Lakeshore Financial Planning, Inc. | 660 | $346.0K | 0.14% | 00.0% | Unchanged |
| Aufman Associates Inc | 663 | $347.0K | 0.24% | +1+0.2% | Added |
| Vista Capital Partners, Inc. | 663 | $347.2K | 0.04% | −74−10.0% | Reduced |
| Stewardship Advisors, LLC | 663 | $347.2K | 0.09% | +26+4.1% | Added |
| Peak Planning Group, LLC | 666 | $349.0K | 0.15% | +48+7.8% | Added |
| bLong Financial, LLC | 667 | $349.3K | 0.31% | 00.0% | Unchanged |
| Panoramic Capital Partners, LLC | 632 | $349.5K | 0.36% | −721−53.3% | Reduced |
| J Hagan Capital, Inc. | 691 | $349.5K | 0.28% | +691 | New |
| MBE Wealth Management, LLC | 668 | $349.7K | 0.17% | +668 | New |
| Winslow Capital Management, LLC | 668 | $349.9K | 0.00% | −341−33.8% | Reduced |
| Bill Few Associates, Inc. | 669 | $350.4K | 0.13% | −100−13.0% | Reduced |
| Leisure Capital Management | 669 | $350.4K | 0.14% | −75−10.1% | Reduced |
| Lathrop Investment Management Corp | 670 | $351.0K | 0.07% | +93+16.1% | Added |
| Williams & Novak, LLC | 672 | $351.5K | 0.34% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 673 | $352.5K | 0.10% | −63−8.6% | Reduced |
| Strait & Sound Wealth Management LLC | 673 | $352.5K | 0.16% | −708−51.3% | Reduced |
| Abel Hall, LLC | 673 | $352.5K | 0.21% | −178−20.9% | Reduced |
| Olistico Wealth, LLC | 674 | $353.3K | 0.22% | +95+16.4% | Added |
| Mustard Seed Financial, LLC | 675 | $353.5K | 0.28% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 676 | $354.3K | 0.09% | +8+1.2% | Added |
| Shilanski & Associates, Inc. | 678 | $354.9K | 0.11% | −9−1.3% | Reduced |
| Kaydan Wealth Management, Inc. | 680 | $356.1K | 0.11% | −17−2.4% | Reduced |
| Elm3 Financial Group, LLC | 681 | $356.6K | 0.31% | −116−14.6% | Reduced |
| American Financial Advisors, LLC | 682 | $357.2K | 0.05% | −25−3.5% | Reduced |
| CWS Financial Advisors, LLC | 684 | $358.2K | 0.11% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 684 | $358.2K | 0.12% | +66+10.7% | Added |
| Sharp Financial Services, LLC | 685 | $358.7K | 0.27% | −200−22.6% | Reduced |
| Banque Transatlantique SA | 686 | $359.3K | 0.01% | −1,805−72.5% | Reduced |
| Seldon Capital LP | 687 | $359.8K | 0.23% | 00.0% | Unchanged |
| KDT Advisors, LLC | 687 | $359.8K | 0.53% | +62+9.9% | Added |
| Birchcreek Wealth Management, LLC | 688 | $360.3K | 0.23% | +1+0.1% | Added |
| Virginia Wealth Management Group, Inc. | 691 | $361.8K | 0.22% | −1,148−62.4% | Reduced |
| Fountainhead AM, LLC | 691 | $362.0K | 0.06% | +198+40.2% | Added |
| RTD Financial Advisors, Inc. | 692 | $362.4K | 0.05% | −36−4.9% | Reduced |
| Purkiss Capital Advisors LLC | 692 | $362.4K | 0.27% | −11−1.6% | Reduced |
| PUREfi Wealth, LLC | 692 | $362.5K | 0.36% | −305−30.6% | Reduced |
| Milestone Asset Management, LLC | 692 | $362.6K | 0.08% | +24+3.6% | Added |
| Bangor Savings Bank | 694 | $363.5K | 0.03% | −110−13.7% | Reduced |
| Waterway Wealth Management, LLC | 694 | $363.5K | 0.15% | +63+10.0% | Added |
| Trilogy Capital Inc. | 695 | $363.8K | 0.02% | −116−14.3% | Reduced |
| LWM Advisory Services, LLC | 697 | $364.7K | 0.25% | −55−7.3% | Reduced |
| Consilio Wealth Advisors, LLC | 697 | $364.8K | 0.15% | −254−26.7% | Reduced |
| Capstone Financial Advisors, Inc. | 697 | $365.1K | 0.02% | +20+3.0% | Added |