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 | 3,054 | $202.4B |
| Q4 2025 | 3,311 | $248.2B |
| Q3 2025 | 3,168 | $253.5B |
| Q2 2025 | 3,185 | $241.1B |
| Q1 2025 | 3,613 | $424.3B |
| Q4 2024 | 3,684 | $409.5B |
| Q3 2024 | 3,476 | $474.6B |
| Q2 2024 | 3,406 | $411.9B |
| Q1 2024 | 3,384 | $398.9B |
| Q4 2023 | 3,421 | $428.0B |
| Q3 2023 | 3,144 | $407.5B |
| Q2 2023 | 3,136 | $388.4B |
| Q1 2023 | 3,114 | $383.6B |
| Q4 2022 | 3,159 | $434.2B |
| Q3 2022 | 2,998 | $413.5B |
| Q2 2022 | 2,964 | $422.0B |
| Q1 2022 | 2,965 | $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 |
|---|---|---|---|---|---|
| Philadelphia Financial Management of San Francisco, LLC | 18,910 | $9.90M | 2.20% | +18,910 | New |
| KMG Fiduciary Partners, LLC | 18,891 | $9.89M | 0.82% | +4,992+35.9% | Added |
| Marietta Wealth Management, LLC | 18,889 | $9.89M | 1.45% | +1,496+8.6% | Added |
| Elwood Capital Partners LP | 18,809 | $9.85M | 11.95% | +13,972+288.9% | Added |
| Verdence Capital Advisors LLC | 18,769 | $9.83M | 0.75% | +1,732+10.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 18,749 | $9.82M | 0.30% | +7,279+63.5% | Added |
| Johnson Financial Group, Inc. | 18,737 | $9.81M | 0.48% | +37+0.2% | Added |
| Pictet North America Advisors SA | 18,680 | $9.78M | 0.98% | −837−4.3% | Reduced |
| GLOBALT Investments LLC | 18,657 | $9.77M | 0.40% | −136−0.7% | Reduced |
| Woodmont Investment Counsel LLC | 18,608 | $9.75M | 0.70% | +507+2.8% | Added |
| Perigon Wealth Management, LLC | 18,606 | $9.74M | 0.25% | +992+5.6% | Added |
| Buck Wealth Strategies, LLC | 18,584 | $9.73M | 1.77% | +2,837+18.0% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 18,498 | $9.69M | 1.32% | +529+2.9% | Added |
| Twin Capital Management Inc | 18,497 | $9.69M | 1.13% | −467−2.5% | Reduced |
| Ritholtz Wealth Management | 18,406 | $9.64M | 0.29% | +1,772+10.7% | Added |
| Wedbush Securities Inc | 18,294 | $9.58M | 0.35% | −7,078−27.9% | Reduced |
| FourThought Financial Partners, LLC | 18,192 | $9.53M | 1.00% | +233+1.3% | Added |
| Evoke Wealth, LLC | 18,158 | $9.51M | 0.25% | −1,464−7.5% | Reduced |
| James Investment Research Inc | 18,155 | $9.51M | 1.21% | −251−1.4% | Reduced |
| RNC Capital Management LLC | 18,026 | $9.44M | 0.48% | +1,689+10.3% | Added |
| Citizens National Bank Trust Department | 17,886 | $9.37M | 2.00% | +170+1.0% | Added |
| Evergreen Capital Management LLC | 17,867 | $9.36M | 0.31% | +222+1.3% | Added |
| Ocean Capital Management, LLC | 17,856 | $9.35M | 2.22% | −282−1.6% | Reduced |
| Ledyard National Bank | 17,844 | $9.35M | 0.92% | +304+1.7% | Added |
| Checchi Capital Advisers, LLC | 17,693 | $9.27M | 0.66% | +270+1.5% | Added |
| Sig Brokerage, LP | 17,642 | $9.24M | 2.69% | +12,886+270.9% | Added |
| Ballentine Partners, LLC | 17,550 | $9.19M | 0.16% | +448+2.6% | Added |
| Greystone Financial Group, LLC | 17,462 | $9.15M | 1.66% | +17,462 | New |
| Chronos Wealth Management, LLC | 17,447 | $9.14M | 4.90% | −90−0.5% | Reduced |
| Matrix Asset Advisors Inc | 17,384 | $9.10M | 1.00% | −27−0.2% | Reduced |
| GHP Investment Advisors, Inc. | 17,381 | $9.10M | 0.44% | −52−0.3% | Reduced |
| NBT Bank N A | 17,305 | $9.06M | 0.65% | −2,280−11.6% | Reduced |
| EFG Asset Management (Americas) Corp. | 17,288 | $9.05M | 1.83% | −217−1.2% | Reduced |
| Security National Bank | 17,278 | $9.05M | 1.71% | +124+0.7% | Added |
| Aurdan Capital Management, LLC | 17,270 | $9.04M | 3.41% | −2,063−10.7% | Reduced |
| Ameritas Investment Partners, Inc. | 17,267 | $9.04M | 0.31% | +60.0% | Added |
| Meeder Advisory Services, Inc. | 17,240 | $9.03M | 0.54% | +148+0.9% | Added |
| Great Waters Wealth Management | 17,237 | $9.03M | 1.25% | −347−2.0% | Reduced |
| Cohen Klingenstein LLC | 17,200 | $9.01M | 0.33% | 00.0% | Unchanged |
| IFP Advisors, Inc | 17,138 | $8.98M | 0.28% | +911+5.6% | Added |
| Texas Capital Bank Wealth Management Services Inc | 17,100 | $8.96M | 0.90% | +720+4.4% | Added |
| Baader Bank INC | 17,166 | $8.95M | 0.90% | −10,982−39.0% | Reduced |
| Morse Asset Management, Inc | 17,007 | $8.91M | 2.25% | −957−5.3% | Reduced |
| Griffin Asset Management, Inc. | 16,965 | $8.89M | 1.09% | +1,445+9.3% | Added |
| Elk River Wealth Management, LLC | 16,962 | $8.88M | 1.66% | −171−1.0% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 16,939 | $8.87M | 1.90% | −393−2.3% | Reduced |
| Dakota Wealth Management | 16,875 | $8.84M | 0.21% | −11,033−39.5% | Reduced |
| Profund Advisors LLC | 16,842 | $8.82M | 0.38% | −453−2.6% | Reduced |
| Blue Edge Capital, LLC | 16,793 | $8.80M | 1.41% | +192+1.2% | Added |
| Caldwell Trust Co | 16,782 | $8.79M | 0.94% | −579−3.3% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 16,775 | $8.79M | 2.22% | −679−3.9% | Reduced |
| Rothschild Capital Partners, LLC | 16,766 | $8.78M | 2.30% | −500−2.9% | Reduced |
| Blue Fin Capital, Inc. | 16,614 | $8.70M | 1.69% | +295+1.8% | Added |
| Bellecapital International Ltd. | 16,599 | $8.69M | 1.72% | +372+2.3% | Added |
| CX Institutional | 16,565 | $8.68M | 0.33% | +5,712+52.6% | Added |
| Thompson Investment Management, Inc. | 16,561 | $8.67M | 1.30% | +446+2.8% | Added |
| St Germain D J Co Inc | 16,560 | $8.67M | 0.41% | −524−3.1% | Reduced |
| Winmill & Co. Inc | 16,475 | $8.63M | 2.62% | 00.0% | Unchanged |
| Earnest Partners LLC | 16,433 | $8.61M | 0.04% | −101−0.6% | Reduced |
| Colonial Trust Co | 16,401 | $8.59M | 1.33% | +75+0.5% | Added |
| MUFG Securities Americas Inc. | 16,290 | $8.53M | 0.99% | +2,705+19.9% | Added |
| Tradition Wealth Management, LLC | 16,234 | $8.50M | 0.75% | +24+0.1% | Added |
| Evelyn Partners Investment Management Services Ltd | 16,185 | $8.48M | 1.39% | +2,126+15.1% | Added |
| Sagespring Wealth Partners, LLC | 16,133 | $8.45M | 0.21% | −1,381−7.9% | Reduced |
| Stolper Co | 16,096 | $8.43M | 2.76% | −215−1.3% | Reduced |
| Vestor Capital, LLC | 16,085 | $8.42M | 0.69% | −14−0.1% | Reduced |
| Burt Wealth Advisors | 16,041 | $8.40M | 2.11% | +176+1.1% | Added |
| Goelzer Investment Management, Inc. | 16,013 | $8.39M | 0.49% | −519−3.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 16,007 | $8.38M | 0.77% | −133−0.8% | Reduced |
| Puzo Michael J | 15,983 | $8.37M | 2.40% | +150+0.9% | Added |
| Nemes Rush Group LLC | 15,962 | $8.36M | 1.06% | +268+1.7% | Added |
| Wellington Shields Capital Management, LLC | 15,856 | $8.30M | 1.51% | +6,045+61.6% | Added |
| GAMMA Investing LLC | 15,838 | $8.30M | 0.62% | +1,089+7.4% | Added |
| VestGen Advisors, LLC | 15,747 | $8.25M | 0.37% | +15,747 | New |
| 11 Capital Partners LP | 15,700 | $8.22M | 2.73% | −11,450−42.2% | Reduced |
| Cape Cod Five Cents Savings Bank | 14,057 | $8.22M | 0.76% | 00.0% | Unchanged |
| Busey Wealth Management | 15,674 | $8.21M | 0.28% | −597−3.7% | Reduced |
| Asio Capital, LLC | 15,599 | $8.17M | 1.58% | +848+5.7% | Added |
| Farther Finance Advisors, LLC | 15,614 | $8.17M | 0.21% | +3,016+23.9% | Added |
| Alapocas Investment Partners, Inc. | 15,567 | $8.15M | 4.99% | −492−3.1% | Reduced |
| SOL Capital Management CO | 15,511 | $8.12M | 0.90% | +200+1.3% | Added |
| Atlantic Union Bankshares Corp | 15,494 | $8.11M | 0.49% | −1,389−8.2% | Reduced |
| Ostrum Asset Management | 15,489 | $8.11M | 0.43% | −362−2.3% | Reduced |
| Los Angeles Capital Management LLC | 15,477 | $8.11M | 0.04% | −1,569−9.2% | Reduced |
| LMR Partners LLP | 15,455 | $8.09M | 0.16% | −3,107−16.7% | Reduced |
| Harbour Trust & Investment Management Co | 15,421 | $8.08M | 0.98% | +740+5.0% | Added |
| Banque de Luxembourg S.A. | 15,352 | $8.04M | 4.60% | +159+1.0% | Added |
| Arkadios Wealth Advisors | 15,350 | $8.04M | 0.30% | +5,631+57.9% | Added |
| Venture Visionary Partners LLC | 15,329 | $8.03M | 0.34% | −2,455−13.8% | Reduced |
| Naples Global Advisors, LLC | 15,325 | $8.03M | 0.76% | +857+5.9% | Added |
| Leavell Investment Management, Inc. | 15,272 | $8.00M | 0.40% | −2,568−14.4% | Reduced |
| Terry L. Blaker | 15,235 | $7.98M | 0.32% | −19,299−55.9% | Reduced |
| Frank, Rimerman Advisors LLC | 15,177 | $7.95M | 0.63% | −1,686−10.0% | Reduced |
| Lester Murray Antman dba SimplyRich | 15,169 | $7.94M | 2.30% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 15,154 | $7.94M | 0.12% | −4,951−24.6% | Reduced |
| Jefferies Financial Group Inc. | 15,119 | $7.92M | 0.14% | −122,090−89.0% | Reduced |
| Paradigm Financial Partners, LLC | 15,063 | $7.89M | 0.98% | −840−5.3% | Reduced |
| First National Bank of Omaha | 15,055 | $7.89M | 0.54% | −498−3.2% | Reduced |
| Sigma Planning Corp | 15,048 | $7.88M | 0.25% | +457+3.1% | Added |
| Pitcairn Co | 15,041 | $7.88M | 0.48% | −897−5.6% | Reduced |