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 |
|---|---|---|---|---|---|
| First Long Island Investors, LLC | 106,144 | $55.6M | 4.58% | −1,536−1.4% | Reduced |
| BLI - Banque de Luxembourg Investments | 106,510 | $54.9M | 1.66% | −700−0.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 104,031 | $54.5M | 0.76% | −3,423−3.2% | Reduced |
| Ceredex Value Advisors LLC | 103,335 | $54.1M | 1.18% | −1,902−1.8% | Reduced |
| Tudor Investment Corp Et Al | 102,246 | $53.6M | 0.48% | +34,714+51.4% | Added |
| Yousif Capital Management, LLC | 101,802 | $53.3M | 0.62% | −2,585−2.5% | Reduced |
| Parsifal Capital Management, LP | 101,491 | $53.2M | 5.56% | +37,591+58.8% | Added |
| Rock Springs Capital Management LP | 100,500 | $52.6M | 3.01% | −75,500−42.9% | Reduced |
| National Philanthropic Trust | 99,918 | $52.3M | 0.85% | −6,202−5.8% | Reduced |
| Brandes Investment Partners, LP | 99,868 | $52.3M | 0.53% | +99,868 | New |
| Smith Chas P & Associates Pa Cpas | 99,292 | $52.0M | 3.02% | +1,556+1.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 99,084 | $51.9M | 0.23% | +70,724+249.4% | Added |
| JustInvest LLC | 98,853 | $51.8M | 0.76% | +243+0.2% | Added |
| Advisors Capital Management, LLC | 98,117 | $51.4M | 0.80% | +4,492+4.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 97,600 | $51.1M | 0.20% | −6,404−6.2% | Reduced |
| Pinebridge Investments, L.P. | 97,206 | $50.9M | 0.41% | +52,888+119.3% | Added |
| OP Asset Management Ltd | 96,893 | $50.7M | 0.86% | +96,893 | New |
| Vontobel Holding Ltd. | 96,631 | $50.6M | 0.18% | −10,927−10.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 98,181 | $50.6M | 0.54% | −13,311−11.9% | Reduced |
| Kestra Advisory Services, LLC | 95,475 | $50.0M | 0.24% | −2,514−2.6% | Reduced |
| Estuary Capital Management LP | 95,300 | $49.9M | 12.11% | +95,300 | New |
| Prime Capital Investment Advisors, LLC | 95,143 | $49.8M | 0.58% | +28,714+43.2% | Added |
| Carnegie Capital Asset Management, LLC | 94,831 | $49.7M | 1.18% | +68,219+256.3% | Added |
| Achmea Investment Management B.V. | 94,604 | $49.5M | 0.72% | +18,734+24.7% | Added |
| Qube Research & Technologies Ltd | 92,908 | $48.7M | 0.08% | −130,126−58.3% | Reduced |
| Deprince Race & Zollo Inc | 91,453 | $47.9M | 0.99% | +10,231+12.6% | Added |
| Ethic Inc. | 91,254 | $47.7M | 0.97% | +5,515+6.4% | Added |
| Whittier Trust Co | 90,683 | $47.5M | 0.66% | −530−0.6% | Reduced |
| Agf Management Ltd | 90,206 | $47.2M | 0.25% | −213,375−70.3% | Reduced |
| Guggenheim Capital LLC | 89,830 | $47.0M | 0.44% | −6,562−6.8% | Reduced |
| Vident Advisory, LLC | 88,866 | $46.5M | 0.68% | +7,834+9.7% | Added |
| Brinker Capital Investments, LLC | 88,073 | $46.1M | 0.45% | +1,167+1.3% | Added |
| Orion Portfolio Solutions, LLC | 88,073 | $46.1M | 0.45% | +1,167+1.3% | Added |
| Quintet Private Bank (Europe) S.A. | 87,554 | $45.9M | 2.70% | +2,722+3.2% | Added |
| Provident Investment Management, Inc. | 87,538 | $45.8M | 4.32% | +191+0.2% | Added |
| London & Capital Asset Management Ltd | 87,393 | $45.8M | 3.92% | +31,304+55.8% | Added |
| Umb Bank N A | 87,107 | $45.6M | 0.75% | −3,203−3.5% | Reduced |
| Ieq Capital, LLC | 87,056 | $45.6M | 0.36% | +31,914+57.9% | Added |
| Jones Financial Companies LLLP | 87,961 | $45.6M | 0.04% | +20,375+30.1% | Added |
| Atalanta Sosnoff Capital, LLC | 86,590 | $45.4M | 1.09% | −3,669−4.1% | Reduced |
| Thunderbird Partners LLP | 86,361 | $45.2M | 39.93% | +18,245+26.8% | Added |
| Douglas Lane & Associates, LLC | 85,729 | $44.9M | 0.66% | +1,027+1.2% | Added |
| Osterweis Capital Management Inc | 85,563 | $44.8M | 2.21% | +17,390+25.5% | Added |
| Rafferty Asset Management, LLC | 85,210 | $44.6M | 0.19% | −19,162−18.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 85,072 | $44.6M | 1.44% | −48,176−36.2% | Reduced |
| Aptus Capital Advisors, LLC | 84,233 | $44.1M | 0.50% | +6,766+8.7% | Added |
| Night Owl Capital Management, LLC | 83,996 | $44.0M | 5.50% | +23,694+39.3% | Added |
| Segall Bryant & Hamill, LLC | 83,570 | $43.8M | 0.67% | −5,605−6.3% | Reduced |
| EP Wealth Advisors, LLC | 83,141 | $43.5M | 0.35% | −403−0.5% | Reduced |
| Rakuten Investment Management, Inc. | 84,115 | $43.4M | 0.20% | +84,115 | New |
| Wealthfront Advisers LLC | 81,508 | $42.7M | 0.11% | +4,239+5.5% | Added |
| Rockland Trust Co | 80,631 | $42.2M | 2.12% | +1,189+1.5% | Added |
| NS Partners Ltd | 79,928 | $41.9M | 1.84% | −887−1.1% | Reduced |
| Conning Inc. | 79,230 | $41.5M | 1.45% | +11,437+16.9% | Added |
| Oregon Public Employees Retirement Fund | 79,068 | $41.4M | 0.80% | +168+0.2% | Added |
| Davis R M Inc | 79,014 | $41.4M | 0.83% | −11,527−12.7% | Reduced |
| RMB Capital Management, LLC | 78,248 | $41.0M | 1.01% | −10,719−12.0% | Reduced |
| AltraVue Capital, LLC | 77,990 | $40.8M | 4.10% | +13,860+21.6% | Added |
| Woodline Partners LP | 77,751 | $40.7M | 0.26% | +25,094+47.7% | Added |
| Rhenman & Partners Asset Management AB | 77,430 | $40.6M | 4.66% | +16,900+27.9% | Added |
| NFJ Investment Group, LLC | 77,183 | $40.4M | 1.36% | −17,546−18.5% | Reduced |
| Blue Whale Capital LLP | 77,152 | $40.4M | 3.27% | +1,000+1.3% | Added |
| Capital Advisors Inc | 77,077 | $40.4M | 0.80% | +1,103+1.5% | Added |
| Stock Yards Bank & Trust Co | 77,022 | $40.3M | 1.44% | +1,425+1.9% | Added |
| Aureus Asset Management, LLC | 76,516 | $40.1M | 2.81% | −3,999−5.0% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 75,902 | $39.8M | 2.12% | −3,074−3.9% | Reduced |
| Bailard, Inc. | 75,875 | $39.7M | 1.03% | +581+0.8% | Added |
| Mizuho Markets Americas LLC | 75,000 | $39.3M | 0.85% | −3,180−4.1% | Reduced |
| Hantz Financial Services, Inc. | 74,907 | $39.2M | 0.69% | −1,948−2.5% | Reduced |
| Heritage Investors Management Corp | 74,443 | $39.0M | 1.34% | +6,130+9.0% | Added |
| Discovery Capital Management, LLC | 74,420 | $39.0M | 4.66% | +74,420 | New |
| Atria Investments LLC | 74,418 | $39.0M | 0.50% | −144−0.2% | Reduced |
| Mizuho Securities USA LLC | 73,687 | $38.6M | 0.83% | −13,535−15.5% | Reduced |
| Kempen Capital Management N.V. | 73,672 | $38.6M | 0.40% | +26,066+54.8% | Added |
| Financial Counselors Inc | 73,534 | $38.5M | 0.58% | −76,971−51.1% | Reduced |
| Fiduciary Trust Co | 73,138 | $38.3M | 0.50% | +3,310+4.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 72,552 | $38.0M | 1.11% | +1,119+1.6% | Added |
| Martingale Asset Management L P | 72,374 | $37.9M | 0.96% | −8,231−10.2% | Reduced |
| Port Capital LLC | 72,132 | $37.8M | 1.71% | −660−0.9% | Reduced |
| Oppenheimer Asset Management Inc. | 71,862 | $37.6M | 0.47% | −2,768−3.7% | Reduced |
| Chilton Capital Management LLC | 71,755 | $37.6M | 1.63% | −9,561−11.8% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 71,100 | $37.2M | 0.66% | −6,813−8.7% | Reduced |
| MBB Public Markets I LLC | 71,033 | $37.2M | 4.29% | +4,939+7.5% | Added |
| United Services Automobile Association | 71,940 | $37.1M | 1.14% | 00.0% | Unchanged |
| Penn Davis McFarland Inc | 70,685 | $37.0M | 4.38% | +3,138+4.6% | Added |
| Park West Asset Management LLC | 70,450 | $36.9M | 3.01% | −4,650−6.2% | Reduced |
| Alyeska Investment Group, L.P. | 70,000 | $36.7M | 0.15% | +12,198+21.1% | Added |
| United Capital Financial Advisers, LLC | 69,695 | $36.5M | 0.31% | −4,051−5.5% | Reduced |
| Avantax Advisory Services, Inc. | 69,520 | $36.4M | 0.22% | +1,570+2.3% | Added |
| WestEnd Advisors, LLC | 69,475 | $36.4M | 0.97% | −2,772−3.8% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 69,143 | $36.2M | 0.62% | −823−1.2% | Reduced |
| Maple Capital Management, Inc. | 68,861 | $36.1M | 2.79% | +1,129+1.7% | Added |
| Palisade Asset Management, LLC | 68,541 | $35.9M | 3.69% | +1,856+2.8% | Added |
| Avanza Fonder AB | 67,879 | $35.5M | 1.17% | −12,897−16.0% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 67,292 | $35.2M | 1.15% | −1,724−2.5% | Reduced |
| UniSuper Management Pty Ltd | 66,871 | $35.0M | 0.26% | −35,918−34.9% | Reduced |
| NEOS Investment Management LLC | 66,616 | $34.9M | 0.66% | +18,259+37.8% | Added |
| TownSquare Capital, LLC | 66,366 | $34.8M | 0.37% | −4,401−6.2% | Reduced |
| Freestone Grove Partners LP | 66,315 | $34.7M | 0.36% | −30,330−31.4% | Reduced |
| Manning & Napier Advisors LLC | 66,184 | $34.7M | 0.43% | −73,238−52.5% | Reduced |