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 |
|---|---|---|---|---|---|
| Peapack Gladstone Financial Corp | 66,109 | $34.6M | 0.51% | −2,946−4.3% | Reduced |
| Solel Partners LP | 66,100 | $34.6M | 6.41% | +66,100 | New |
| BlackBarn Capital Partners LP | 66,000 | $34.6M | 11.81% | +6,000+10.0% | Added |
| South Dakota Investment Council | 65,092 | $34.1M | 0.70% | −79−0.1% | Reduced |
| HB Wealth Management, LLC | 64,780 | $33.9M | 0.29% | +12,794+24.6% | Added |
| Auxier Asset Management | 63,896 | $33.5M | 4.99% | −920−1.4% | Reduced |
| Raiffeisen Bank International AG | 64,813 | $33.4M | 0.53% | +4,704+7.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 63,606 | $33.3M | 0.34% | +9,774+18.2% | Added |
| Sit Investment Associates Inc | 63,307 | $33.2M | 0.78% | +411+0.7% | Added |
| Ofi Invest Asset Management | 68,040 | $33.0M | 0.87% | −60,589−47.1% | Reduced |
| Private Advisor Group, LLC | 62,882 | $32.9M | 0.20% | −1,400−2.2% | Reduced |
| Kentucky Retirement Systems | 62,814 | $32.9M | 1.00% | −642−1.0% | Reduced |
| Ironvine Capital Partners, LLC | 62,718 | $32.8M | 3.57% | −1,641−2.5% | Reduced |
| Prudential PLC | 62,563 | $32.8M | 0.17% | −4,353−6.5% | Reduced |
| Kennedy Capital Management, Inc. | 62,543 | $32.8M | 0.78% | +3,997+6.8% | Added |
| Allworth Financial LP | 77,045 | $32.7M | 0.18% | +4,007+5.5% | Added |
| Sabal Trust CO | 62,252 | $32.6M | 1.81% | +326+0.5% | Added |
| Exencial Wealth Advisors, LLC | 62,002 | $32.5M | 1.20% | −4,563−6.9% | Reduced |
| Wesleyan Assurance Society | 61,555 | $32.2M | 2.40% | +10,180+19.8% | Added |
| Silvant Capital Management LLC | 61,442 | $32.2M | 1.48% | +179+0.3% | Added |
| Farmers & Merchants Investments Inc | 61,438 | $32.2M | 1.02% | −587−0.9% | Reduced |
| Beacon Pointe Advisors, LLC | 60,646 | $31.8M | 0.36% | +1,541+2.6% | Added |
| Quantitative Investment Management, LLC | 60,538 | $31.7M | 2.92% | +60,538 | New |
| Adviser Investments LLC | 60,122 | $31.5M | 0.40% | +91+0.2% | Added |
| Bokf, NA | 59,795 | $31.3M | 0.55% | +590+1.0% | Added |
| Annex Advisory Services, LLC | 59,571 | $31.2M | 0.88% | +5,021+9.2% | Added |
| Norinchukin Bank, The | 59,444 | $31.1M | 0.57% | +7,069+13.5% | Added |
| Community Trust & Investment Co | 59,185 | $31.0M | 1.98% | +684+1.2% | Added |
| River Road Asset Management, LLC | 58,770 | $30.8M | 0.42% | −3,454−5.6% | Reduced |
| Metis Global Partners, LLC | 58,738 | $30.8M | 0.87% | +5,535+10.4% | Added |
| Galvin, Gaustad & Stein, LLC | 58,225 | $30.5M | 2.73% | −1,942−3.2% | Reduced |
| Illinois Municipal Retirement Fund | 58,093 | $30.4M | 0.44% | +936+1.6% | Added |
| Allianz SE | 58,033 | $30.4M | 0.81% | +7,220+14.2% | Added |
| Fulton Breakefield Broenniman LLC | 57,626 | $30.2M | 2.18% | −1,821−3.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 57,518 | $30.1M | 1.11% | +7,499+15.0% | Added |
| Systematic Alpha Investments, LLC | 57,323 | $30.0M | 1.15% | 00.0% | Unchanged |
| Bamco Inc | 56,890 | $29.8M | 0.09% | +2,500+4.6% | Added |
| Associated Banc-Corp | 56,263 | $29.5M | 0.90% | −583−1.0% | Reduced |
| Hartford Investment Management Co | 56,162 | $29.4M | 1.02% | −731−1.3% | Reduced |
| Liberty One Investment Management, LLC | 56,155 | $29.4M | 2.98% | +47,907+580.8% | Added |
| Northwest & Ethical Investments L.P. | 55,986 | $29.3M | 0.80% | −2,341−4.0% | Reduced |
| Lockheed Martin Investment Management Co | 55,960 | $29.3M | 1.19% | +11,950+27.2% | Added |
| Shell Asset Management Co | 55,876 | $29.3M | 1.39% | −12,276−18.0% | Reduced |
| Kames Capital plc | 55,173 | $28.9M | 0.42% | −69,210−55.6% | Reduced |
| Nearwater Capital Markets, Ltd | 55,000 | $28.8M | 0.82% | +55,000 | New |
| Blue Chip Partners, Inc. | 54,716 | $28.7M | 2.47% | +2,199+4.2% | Added |
| Campbell Newman Asset Management Inc | 54,647 | $28.6M | 2.43% | +89+0.2% | Added |
| Foundations Investment Advisors, LLC | 54,391 | $28.5M | 0.53% | −1,874−3.3% | Reduced |
| Hemenway Trust Co LLC | 53,943 | $28.3M | 2.30% | +756+1.4% | Added |
| Gulf International Bank (UK) Ltd | 52,824 | $27.7M | 0.96% | −19,166−26.6% | Reduced |
| Oddo BHF Asset Management SAS | 52,546 | $27.5M | 1.13% | −1,596−2.9% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 52,490 | $27.5M | 0.50% | +8,316+18.8% | Added |
| Guardian Capital LP | 52,398 | $27.4M | 1.08% | +1,464+2.9% | Added |
| Sequoia Financial Advisors, LLC | 52,290 | $27.4M | 0.21% | +23,136+79.4% | Added |
| Wesbanco Bank Inc | 52,206 | $27.3M | 0.95% | +338+0.7% | Added |
| 683 Capital Management, LLC | 52,000 | $27.2M | 2.76% | +52,000 | New |
| Banco Santander, S.A. | 51,956 | $27.2M | 0.30% | +5,575+12.0% | Added |
| Glenview Trust Co | 51,836 | $27.1M | 0.53% | +2,264+4.6% | Added |
| Oppenheimer & Co Inc | 51,765 | $27.1M | 0.41% | −7,555−12.7% | Reduced |
| Polaris Capital Management, LLC | 51,512 | $27.0M | 1.54% | −7,040−12.0% | Reduced |
| FineMark National Bank & Trust | 51,303 | $26.9M | 0.98% | −306−0.6% | Reduced |
| Vestcor Inc | 51,155 | $26.8M | 0.90% | −2,835−5.3% | Reduced |
| Choate Investment Advisors | 50,987 | $26.7M | 0.66% | +4,043+8.6% | Added |
| Old National Bancorp | 50,979 | $26.7M | 0.70% | −3,464−6.4% | Reduced |
| DSG Capital Advisors, LLC | 50,954 | $26.7M | 5.39% | +335+0.7% | Added |
| Stack Financial Management, Inc | 50,928 | $26.7M | 2.22% | −278−0.5% | Reduced |
| Adams Diversified Equity Fund, Inc. | 50,800 | $26.6M | 1.06% | +18,400+56.8% | Added |
| Azimuth Capital Investment Management LLC | 50,689 | $26.5M | 1.06% | −3,177−5.9% | Reduced |
| Avidity Partners Management LP | 50,500 | $26.4M | 5.46% | −9,500−15.8% | Reduced |
| Warren Averett Asset Management, LLC | 50,243 | $26.3M | 0.32% | +29,721+144.8% | Added |
| Parkman Healthcare Partners LLC | 50,213 | $26.3M | 3.12% | +30,213+151.1% | Added |
| Cohen Capital Management, Inc. | 49,942 | $26.2M | 4.48% | 00.0% | Unchanged |
| Group One Trading, L.P. | 49,640 | $26.0M | 1.08% | −41,784−45.7% | Reduced |
| Louisiana State Employees Retirement System | 49,500 | $25.9M | 0.52% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 52,452 | $25.8M | 0.50% | −2,944−5.3% | Reduced |
| Mesirow Financial Investment Management, Inc. | 49,180 | $25.8M | 0.50% | +190.0% | Added |
| Badgley Phelps Wealth Managers, LLC | 49,019 | $25.7M | 0.62% | −925−1.9% | Reduced |
| Jane Street Group, LLC | 48,928 | $25.6M | 0.05% | −746,804−93.9% | Reduced |
| Securian Asset Management, Inc | 48,773 | $25.5M | 0.78% | −689−1.4% | Reduced |
| HM Payson & Co | 48,746 | $25.5M | 0.45% | −3,607−6.9% | Reduced |
| Flputnam Investment Management Co | 48,715 | $25.5M | 0.48% | −19,888−29.0% | Reduced |
| D'Orazio & Associates, Inc. | 48,639 | $25.5M | 3.88% | −844−1.7% | Reduced |
| Davis Selected Advisers | 48,519 | $25.4M | 0.15% | −2,596−5.1% | Reduced |
| Arnhold LLC | 48,063 | $25.2M | 2.54% | +3,512+7.9% | Added |
| LGT Group Foundation | 47,981 | $25.1M | 0.35% | +18,493+62.7% | Added |
| Diversified Trust Co | 47,939 | $25.1M | 0.62% | −1,806−3.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 47,801 | $25.0M | 0.44% | −3,998−7.7% | Reduced |
| Mill Capital Management, LLC | 47,757 | $25.0M | 2.00% | −2,062−4.1% | Reduced |
| Toroso Investments, LLC | 47,611 | $24.9M | 0.21% | −34,689−42.1% | Reduced |
| Pensionmark Financial Group, LLC | 47,312 | $24.8M | 0.64% | +2,512+5.6% | Added |
| Hardman Johnston Global Advisors LLC | 47,216 | $24.7M | 1.18% | −24,655−34.3% | Reduced |
| Pacer Advisors, Inc. | 47,074 | $24.7M | 0.06% | −26,201−35.8% | Reduced |
| Benjamin Edwards Inc | 46,931 | $24.6M | 0.34% | −354−0.7% | Reduced |
| Callahan Advisors, LLC | 46,858 | $24.5M | 2.34% | +3,023+6.9% | Added |
| Commerzbank Aktiengesellschaft | 46,624 | $24.4M | 0.57% | −3,363−6.7% | Reduced |
| Todd Asset Management LLC | 46,617 | $24.4M | 0.57% | −10,199−18.0% | Reduced |
| Nicola Wealth Management Ltd. | 46,400 | $24.3M | 2.37% | +1,000+2.2% | Added |
| Silvercrest Asset Management Group LLC | 46,377 | $24.3M | 0.17% | +7,581+19.5% | Added |
| Novare Capital Management LLC | 46,333 | $24.3M | 2.12% | −355−0.8% | Reduced |
| Alberta Investment Management Corp | 46,289 | $24.2M | 0.17% | +21,374+85.8% | Added |