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 |
|---|---|---|---|---|---|
| Hanson & Doremus Investment Management | 794 | $416.0K | 0.06% | −98−11.0% | Reduced |
| Sage Private Wealth Group, LLC | 794 | $416.0K | 0.31% | +44+5.9% | Added |
| Heritage Wealth Partners, LLC | 795 | $416.2K | 0.63% | −971−55.0% | Reduced |
| Cascade Investment Group, Inc. | 796 | $416.8K | 0.32% | −99−11.1% | Reduced |
| Evanson Asset Management, LLC | 797 | $417.5K | 0.03% | +149+23.0% | Added |
| Ninety One SA (PTY) Ltd | 798 | $417.8K | 0.08% | −4,024−83.5% | Reduced |
| Family Firm, Inc. | 798 | $418.0K | 0.09% | +3+0.4% | Added |
| Strengthening Families & Communities, LLC | 799 | $418.5K | 0.26% | −93−10.4% | Reduced |
| PBMares Wealth Management LLC | 801 | $419.6K | 0.08% | −1,074−57.3% | Reduced |
| Fairvoy Private Wealth, LLC | 804 | $421.1K | 0.12% | −27−3.2% | Reduced |
| Voisard Asset Management Group, Inc. | 804 | $421.1K | 0.12% | +3+0.4% | Added |
| One Day In July LLC | 805 | $421.6K | 0.04% | −122−13.2% | Reduced |
| Michels Family Financial, LLC | 806 | $422.0K | 0.38% | +20+2.5% | Added |
| ETF Portfolio Partners, Inc. | 809 | $423.7K | 0.13% | 00.0% | Unchanged |
| BlueChip Wealth Advisors LLC | 810 | $424.4K | 0.21% | 00.0% | Unchanged |
| Moment Partners, LLC | 811 | $424.8K | 0.08% | −25−3.0% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 811 | $424.8K | 0.03% | +78+10.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 811 | $425.0K | 0.01% | −90−10.0% | Reduced |
| Financial Council Asset Management Inc | 812 | $425.3K | 0.23% | −15−1.8% | Reduced |
| Braun-Bostich & Associates Inc. | 813 | $425.8K | 0.32% | −35−4.1% | Reduced |
| Oregon Pacific Wealth Management, LLC | 813 | $425.8K | 0.43% | −26−3.1% | Reduced |
| Westbourne Investments, Inc. | 815 | $426.9K | 0.26% | −50−5.8% | Reduced |
| MTM Investment Management, LLC | 816 | $426.9K | 0.17% | −80−8.9% | Reduced |
| Coastwise Capital Group, LLC | 817 | $427.9K | 0.36% | +817 | New |
| Balance Wealth, LLC | 818 | $428.2K | 0.28% | +818 | New |
| Brogan Financial, Inc. | 819 | $428.7K | 0.21% | +27+3.4% | Added |
| Shulman DeMeo Asset Management LLC | 819 | $428.8K | 0.12% | +4+0.5% | Added |
| Centennial Bank | 819 | $429.0K | 0.20% | −50−5.8% | Reduced |
| Legacy Trust | 820 | $429.5K | 0.10% | −12−1.4% | Reduced |
| Linscomb & Williams, Inc. | 820 | $429.5K | 0.02% | +7+0.9% | Added |
| Forefront Analytics, LLC | 820 | $429.8K | 0.49% | +33+4.2% | Added |
| New Hampshire Trust | 821 | $430.0K | 0.10% | −7,029−89.5% | Reduced |
| Gamco Investors, Inc. Et Al | 823 | $431.0K | 0.00% | −2,105−71.9% | Reduced |
| Exchange Capital Management, Inc. | 823 | $431.0K | 0.07% | −20−2.4% | Reduced |
| Journey Advisory Group, LLC | 824 | $431.4K | 0.04% | −8,310−91.0% | Reduced |
| WPG Advisers, LLC | 825 | $432.1K | 0.40% | −290−26.0% | Reduced |
| CapWealth Advisors, LLC | 826 | $432.6K | 0.05% | −7−0.8% | Reduced |
| Peoples Bank | 826 | $432.6K | 0.28% | −198−19.3% | Reduced |
| Cheviot Value Management, LLC | 1,069 | $432.7K | 0.05% | 00.0% | Unchanged |
| Rainier Family Wealth Inc | 829 | $434.2K | 0.51% | −75−8.3% | Reduced |
| Beaton Management Co. Inc. | 831 | $435.0K | 0.23% | 00.0% | Unchanged |
| BIP Wealth, LLC | 832 | $435.5K | 0.03% | −12−1.4% | Reduced |
| Bernardo Wealth Planning LLC | 833 | $436.0K | 0.10% | +37+4.6% | Added |
| Canandaigua National Trust Co of Florida | 833 | $436.3K | 0.38% | −42−4.8% | Reduced |
| Qsemble Capital Management, LP | 834 | $436.8K | 0.05% | +834 | New |
| Endeavor Private Wealth, Inc. | 834 | $437.1K | 0.24% | +629+306.8% | Added |
| PMV Capital Advisers, LLC | 835 | $437.3K | 1.06% | 00.0% | Unchanged |
| Kaufman Rossin Wealth, LLC | 836 | $437.9K | 0.31% | +836 | New |
| World Equity Group, Inc. | 816 | $438.3K | 0.13% | −1,254−60.6% | Reduced |
| Ariston Services Group | 839 | $439.4K | 0.37% | +134+19.0% | Added |
| Cairn Investment Group, Inc. | 841 | $440.0K | 0.25% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 840 | $440.1K | 0.35% | +150+21.7% | Added |
| Mayport, LLC | 841 | $440.3K | 0.12% | −41−4.6% | Reduced |
| Balentine LLC | 842 | $441.0K | 0.02% | +68+8.8% | Added |
| Luts & Greenleigh Group, Inc | 843 | $441.7K | 0.44% | −6−0.7% | Reduced |
| Sentinus, LLC | 843 | $441.7K | 0.12% | +91+12.1% | Added |
| Salvus Wealth Management, LLC | 848 | $444.2K | 0.28% | +13+1.6% | Added |
| Peak Retirement Planning, Inc. | 849 | $444.7K | 0.25% | +156+22.5% | Added |
| Juncture Wealth Strategies, LLC | 850 | $445.2K | 0.17% | −7−0.8% | Reduced |
| Tidemark, LLC | 851 | $445.8K | 0.16% | +93+12.3% | Added |
| Altus Wealth Group LLC | 855 | $447.8K | 0.21% | −16−1.8% | Reduced |
| Fairview Capital Investment Management, LLC | 856 | $448.3K | 0.02% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 857 | $448.9K | 0.08% | +757+757.0% | Added |
| BIT Capital GmbH | 859 | $449.9K | 0.05% | −1,005−53.9% | Reduced |
| GSG Advisors LLC | 778 | $450.0K | 0.15% | +94+13.7% | Added |
| Camelot Portfolios, LLC | 860 | $450.4K | 0.28% | +860 | New |
| OmniStar Financial Group, Inc. | 858 | $450.4K | 0.35% | +858 | New |
| Baxter Bros Inc | 860 | $450.4K | 0.06% | +200+30.3% | Added |
| Caitlin John, LLC | 862 | $451.5K | 0.44% | +111+14.8% | Added |
| Provenance Wealth Advisors, LLC | 863 | $452.0K | 0.06% | −1,768−67.2% | Reduced |
| Liberty Wealth Management LLC | 865 | $453.0K | 0.09% | +28+3.3% | Added |
| Howland Capital Management LLC | 867 | $454.1K | 0.02% | −277−24.2% | Reduced |
| Integral Investment Advisors, Inc. | 869 | $454.9K | 0.15% | −146−14.4% | Reduced |
| Lanham O'Dell & Company, Inc. | 869 | $455.1K | 0.26% | 00.0% | Unchanged |
| Financial & Tax Architects, LLC | 869 | $455.1K | 0.11% | −2−0.2% | Reduced |
| Etesian Wealth Advisors, Inc. | 870 | $455.7K | 0.20% | −43−4.7% | Reduced |
| Cohen & Steers, Inc. | 870 | $456.0K | 0.00% | +214+32.6% | Added |
| Caldwell Sutter Capital, Inc. | 871 | $456.2K | 0.22% | −80−8.4% | Reduced |
| Tower Trust & Investment Co | 1,110 | $456.7K | 0.37% | +1,110 | New |
| Lynx Investment Advisory | 873 | $457.2K | 0.30% | −7−0.8% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 873 | $457.2K | 0.02% | −3−0.3% | Reduced |
| Riverview Trust Co | 876 | $458.8K | 0.45% | −245−21.9% | Reduced |
| Lesa Sroufe & Co | 877 | $459.0K | 0.46% | +877 | New |
| Essex LLC | 877 | $459.3K | 0.10% | +877 | New |
| Stonekeep Investments, LLC | 878 | $459.7K | 0.34% | +32+3.8% | Added |
| FDx Advisors, Inc. | 879 | $460.0K | 0.15% | −102−10.4% | Reduced |
| Balboa Wealth Partners | 880 | $461.0K | 0.11% | +1+0.1% | Added |
| West Wealth Group, LLC | 882 | $461.5K | 0.14% | +27+3.2% | Added |
| Washington Trust Advisors, Inc. | 885 | $463.4K | 0.04% | −86−8.9% | Reduced |
| Creative Financial Designs Inc | 886 | $463.9K | 0.04% | −65−6.8% | Reduced |
| Syverson Strege & Co | 886 | $464.0K | 0.15% | +18+2.1% | Added |
| Guyasuta Investment Advisors Inc | 886 | $464.0K | 0.03% | −5,255−85.6% | Reduced |
| Banco BTG Pactual S.A. | 886 | $464.0K | 0.12% | +358+67.8% | Added |
| Eagle Bay Advisors LLC | 888 | $464.9K | 0.39% | −53−5.6% | Reduced |
| Onyx Bridge Wealth Group LLC | 888 | $465.2K | 0.07% | −410−31.6% | Reduced |
| Brucke Financial, Inc. | 1,131 | $465.4K | 0.40% | +224+24.7% | Added |
| Values Added Financial LLC | 889 | $465.6K | 0.26% | −24−2.6% | Reduced |
| Walkner Condon Financial Advisors LLC | 890 | $466.1K | 0.09% | +36+4.2% | Added |
| Accelerate Investment Advisors LLC | 892 | $466.9K | 0.39% | +83+10.3% | Added |
| Cherry Tree Wealth Management, LLC | 892 | $467.0K | 0.11% | +21+2.4% | Added |