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 |
|---|---|---|---|---|---|
| Wetzel Investment Advisors, Inc. | 697 | $365.1K | 0.18% | +8+1.2% | Added |
| International Private Wealth Advisors LLC | 698 | $365.6K | 0.35% | −24−3.3% | Reduced |
| Fort Sheridan Advisors LLC | 699 | $366.1K | 0.06% | +109+18.5% | Added |
| Bayesian Capital Management, LP | 700 | $366.6K | 0.06% | −5,007−87.7% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 700 | $366.6K | 0.29% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 700 | $366.7K | 0.07% | +109+18.4% | Added |
| Harfst & Associates, Inc. | 701 | $367.1K | 0.08% | −108−13.3% | Reduced |
| Byrne Asset Management LLC | 703 | $368.2K | 0.28% | – | – |
| Compass Ion Advisors, LLC | 704 | $369.0K | 0.04% | +98+16.2% | Added |
| Jackson Thornton Asset Management, LLC | 813 | $369.2K | 0.05% | +306+60.4% | Added |
| 180 Wealth Advisors, LLC | 707 | $370.1K | 0.06% | −55−7.2% | Reduced |
| Horan Capital Advisors, LLC. | 707 | $370.3K | 0.12% | +16+2.3% | Added |
| Lion Street Advisors, LLC | 707 | $370.3K | 0.12% | −15−2.1% | Reduced |
| Regatta Capital Group, LLC | 707 | $370.4K | 0.07% | −57−7.5% | Reduced |
| Tobias Financial Advisors, Inc. | 708 | $370.8K | 0.07% | +63+9.8% | Added |
| AJ Advisors, LLC | 708 | $371.0K | 0.19% | +48+7.3% | Added |
| Fortem Financial Group, LLC | 709 | $371.5K | 0.14% | −109−13.3% | Reduced |
| Millstone Evans Group, LLC | 712 | $372.9K | 0.25% | 00.0% | Unchanged |
| Towerpoint Wealth, LLC | 713 | $373.4K | 0.19% | −132−15.6% | Reduced |
| Centerpoint Advisory Group | 716 | $375.0K | 0.37% | −189−20.9% | Reduced |
| Old Port Advisors | 718 | $376.0K | 0.11% | −264−26.9% | Reduced |
| First United Bank Trust | 718 | $376.1K | 0.14% | −2−0.3% | Reduced |
| Red Lighthouse Investment Management, LLC | 761 | $376.5K | 0.15% | −1−0.1% | Reduced |
| Investors Asset Management of Georgia Inc | 719 | $376.6K | 0.19% | −50−6.5% | Reduced |
| Philadelphia Trust Co | 720 | $377.0K | 0.03% | 00.0% | Unchanged |
| Lansing Street Advisors | 722 | $378.1K | 0.13% | −44−5.7% | Reduced |
| Lafayette Investments, Inc. | 723 | $378.7K | 0.08% | +88+13.9% | Added |
| Y.D. More Investments Ltd | 742 | $378.8K | 0.03% | −570−43.4% | Reduced |
| Greenwood Gearhart Inc | 725 | $379.5K | 0.03% | −1,062−59.4% | Reduced |
| Octavia Wealth Advisors, LLC | 726 | $380.2K | 0.05% | +44+6.5% | Added |
| Napatree Capital LLC | 726 | $380.2K | 0.21% | +97+15.4% | Added |
| Evergreen Wealth Solutions, LLC | 727 | $381.0K | 0.26% | −264−26.6% | Reduced |
| Rise Advisors, LLC | 728 | $381.2K | 0.17% | +90+14.1% | Added |
| BlueSky Wealth Advisors, LLC | 728 | $381.3K | 0.06% | 00.0% | Unchanged |
| Continuum Wealth Advisors, LLC | 731 | $382.9K | 0.20% | −15−2.0% | Reduced |
| Hamilton Capital, LLC | 733 | $383.9K | 0.02% | +117+19.0% | Added |
| LJI Wealth Management, LLC | 735 | $384.9K | 0.08% | +277+60.5% | Added |
| Greatmark Investment Partners, Inc. | 735 | $385.0K | 0.05% | +100+15.7% | Added |
| City National Bank of Florida | 735 | $385.0K | 0.35% | +266+56.7% | Added |
| Tectonic Advisors LLC | 735 | $385.0K | 0.02% | +3+0.4% | Added |
| Facet Wealth, Inc. | 953 | $385.7K | 0.01% | −594−38.4% | Reduced |
| Brooks, Moore & Associates, Inc. | 737 | $386.0K | 0.22% | −25−3.3% | Reduced |
| Wealth Dimensions Group, Ltd. | 739 | $386.8K | 0.09% | +10+1.4% | Added |
| Elevatus Welath Management | 740 | $387.4K | 0.22% | −100−11.9% | Reduced |
| Boston Research & Management Inc | 740 | $387.6K | 0.09% | 00.0% | Unchanged |
| Symphony Financial Services, Inc. | 741 | $387.9K | 0.25% | −30−3.9% | Reduced |
| Westshore Wealth, LLC | 741 | $387.9K | 0.16% | +1+0.1% | Added |
| Element Wealth, LLC | 742 | $388.5K | 0.21% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 742 | $388.7K | 0.29% | −167−18.4% | Reduced |
| Truepoint, Inc. | 743 | $389.1K | 0.01% | −46−5.8% | Reduced |
| Southeast Asset Advisors Inc. | 743 | $389.1K | 0.05% | −17−2.2% | Reduced |
| Cynosure Management, LLC | 744 | $389.7K | 0.05% | +157+26.7% | Added |
| Frederick Financial Consultants, LLC | 745 | $389.9K | 0.28% | +209+39.0% | Added |
| CSM Advisors, LLC | 746 | $390.0K | 0.02% | −5−0.7% | Reduced |
| Arbor Investment Advisors, LLC | 745 | $390.2K | 0.05% | +7+0.9% | Added |
| Crown Wealth Group, LLC | 745 | $390.4K | 0.20% | +70+10.4% | Added |
| Biltmore Family Office, LLC | 746 | $390.7K | 0.07% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 747 | $391.2K | 0.10% | −325−30.3% | Reduced |
| XY Planning Network, Inc. | 749 | $392.3K | 0.26% | +3+0.4% | Added |
| Verus Capital Partners, LLC | 750 | $392.6K | 0.04% | +1+0.1% | Added |
| Reynders McVeigh Capital Management, LLC | 750 | $393.0K | 0.02% | −2−0.3% | Reduced |
| Cherrydale Wealth Management, LLC | 751 | $393.2K | 0.16% | −78−9.4% | Reduced |
| Concentrum Wealth Management | 751 | $393.4K | 0.15% | +751 | New |
| Family Management Corp | 753 | $394.4K | 0.07% | −12−1.6% | Reduced |
| Morling Financial Advisors, LLC | 753 | $394.4K | 0.14% | +753 | New |
| First County Bank | 754 | $394.9K | 0.22% | −1,651−68.6% | Reduced |
| Indiana Trust & Investment Management CO | 754 | $394.9K | 0.14% | −60−7.4% | Reduced |
| Curran Financial Partners, LLC | 756 | $396.0K | 0.10% | +29+4.0% | Added |
| Brass Tax Wealth Management, Inc | 756 | $396.2K | 0.08% | +40+5.6% | Added |
| Marino, Stram & Associates LLC | 757 | $396.4K | 0.09% | −1−0.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 758 | $397.0K | 0.10% | −462−37.9% | Reduced |
| Narus Financial Partners, LLC | 760 | $398.1K | 0.14% | −10−1.3% | Reduced |
| Ring Mountain Capital, LLC | 761 | $398.6K | 0.30% | −46−5.7% | Reduced |
| Bath Savings Trust Co | 761 | $398.6K | 0.04% | +52+7.3% | Added |
| Wolf Group Capital Advisors | 763 | $399.6K | 0.13% | −2,071−73.1% | Reduced |
| Motive Wealth Advisors | 763 | $399.6K | 0.21% | +8+1.1% | Added |
| West Bancorporation Inc | 763 | $399.6K | 0.27% | +84+12.4% | Added |
| JFS Wealth Advisors, LLC | 763 | $399.6K | 0.03% | −38−4.7% | Reduced |
| McGowan Group Asset Management, Inc. | 764 | $400.1K | 0.05% | +1+0.1% | Added |
| Exchange Bank | 764 | $400.1K | 0.32% | −73−8.7% | Reduced |
| Bank Ozk | 766 | $401.2K | 0.17% | +34+4.6% | Added |
| DecisionMap Wealth Management, LLC | 766 | $401.2K | 0.31% | −15−1.9% | Reduced |
| Cooper/Haims Advisors, LLC | 768 | $402.3K | 0.22% | −52−6.3% | Reduced |
| Claris Financial LLC | 798 | $403.9K | 0.27% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 771 | $404.6K | 0.12% | +241+45.5% | Added |
| Wisconsin Wealth Advisors, LLC | 773 | $404.7K | 0.58% | −27−3.4% | Reduced |
| Wayfinding Financial, LLC | 773 | $405.0K | 0.18% | +39+5.3% | Added |
| May Hill Capital, LLC | 774 | $405.4K | 0.15% | −429−35.7% | Reduced |
| BBR Partners, LLC | 777 | $407.0K | 0.03% | −277−26.3% | Reduced |
| Park Square Financial Group, LLC | 777 | $407.0K | 0.32% | −18−2.3% | Reduced |
| Seamount Financial Group Inc | 781 | $409.0K | 0.28% | −33−4.1% | Reduced |
| Kinloch Capital, LLC | 783 | $410.1K | 0.20% | 00.0% | Unchanged |
| Keyes, Stange & Wooten Wealth Management, LLC | 786 | $411.7K | 0.23% | +135+20.7% | Added |
| Curated Wealth Partners LLC | 786 | $411.7K | 0.05% | +272+52.9% | Added |
| Knights of Columbus Asset Advisors LLC | 786 | $411.7K | 0.03% | −323−29.1% | Reduced |
| Wendell David Associates Inc | 787 | $412.0K | 0.04% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 966 | $412.8K | 0.11% | −255−20.9% | Reduced |
| Hexagon Capital Partners LLC | 788 | $412.8K | 0.08% | −165−17.3% | Reduced |
| Meridian Wealth Partners, LLC | 789 | $413.1K | 0.07% | −86−9.8% | Reduced |
| Strive Asset Management, LLC | 789 | $413.2K | 0.29% | −10−1.3% | Reduced |