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 |
|---|---|---|---|---|---|
| NewEdge Wealth, LLC | 46,285 | $24.2M | 0.44% | −201−0.4% | Reduced |
| Citizens Financial Group Inc | 46,038 | $24.1M | 0.48% | +1,092+2.4% | Added |
| Central Trust Co | 45,934 | $24.1M | 0.59% | −603−1.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 45,657 | $23.9M | 0.60% | +569+1.3% | Added |
| Dorsey & Whitney Trust CO LLC | 45,632 | $23.9M | 1.38% | +506+1.1% | Added |
| Oversea-Chinese Banking CORP Ltd | 45,604 | $23.9M | 0.70% | −3,541−7.2% | Reduced |
| Andra AP-fonden | 45,200 | $23.7M | 0.39% | +3,800+9.2% | Added |
| Hendershot Investments Inc. | 44,837 | $23.5M | 3.20% | +2,207+5.2% | Added |
| Hamilton Capital Partners Inc. | 44,704 | $23.4M | 1.50% | +8,593+23.8% | Added |
| Trajan Wealth LLC | 44,619 | $23.4M | 1.28% | +5,572+14.3% | Added |
| Foyston, Gordon, & Payne Inc | 44,365 | $23.2M | 5.74% | +14,271+47.4% | Added |
| Oak Ridge Investments LLC | 44,071 | $23.1M | 1.92% | +2,125+5.1% | Added |
| JPL Wealth Management, LLC | 44,023 | $23.1M | 6.58% | +706+1.6% | Added |
| Empowered Funds, LLC | 43,709 | $22.9M | 0.33% | +3,310+8.2% | Added |
| Aquatic Capital Management LLC | 43,501 | $22.8M | 0.58% | −32,042−42.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 43,291 | $22.7M | 0.06% | −884−2.0% | Reduced |
| Maryland State Retirement & Pension System | 43,108 | $22.6M | 0.54% | −6,572−13.2% | Reduced |
| Cornerstone Advisors, LLC | 43,103 | $22.6M | 0.97% | −7,600−15.0% | Reduced |
| New Mexico Educational Retirement Board | 43,020 | $22.5M | 0.81% | −1,000−2.3% | Reduced |
| Vinva Investment Management Ltd | 43,558 | $22.5M | 0.92% | +5,479+14.4% | Added |
| Focus Financial Network, Inc. | 42,876 | $22.5M | 0.92% | −1,833−4.1% | Reduced |
| First American Bank | 42,768 | $22.4M | 1.66% | +134+0.3% | Added |
| Owl Creek Asset Management, L.P. | 42,754 | $22.4M | 3.63% | +42,754 | New |
| D.A. Davidson & Co. | 42,486 | $22.3M | 0.18% | +695+1.7% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 42,260 | $22.1M | 1.28% | +16,562+64.4% | Added |
| Meiji Yasuda Life Insurance Co | 42,182 | $22.1M | 0.44% | −1,799−4.1% | Reduced |
| TCG Advisory Services, LLC | 42,132 | $22.1M | 0.89% | +5,728+15.7% | Added |
| Voloridge Investment Management, LLC | 41,909 | $21.9M | 0.08% | −51,097−54.9% | Reduced |
| Dana Investment Advisors, Inc. | 41,767 | $21.9M | 0.78% | −2,134−4.9% | Reduced |
| GW&K Investment Management, LLC | 41,747 | $21.9M | 0.20% | −65,478−61.1% | Reduced |
| Trust Co of Virginia | 41,483 | $21.7M | 2.01% | −763−1.8% | Reduced |
| Synovus Financial Corp | 41,332 | $21.6M | 0.28% | −7,964−16.2% | Reduced |
| Pittenger & Anderson Inc | 41,274 | $21.6M | 0.79% | −1,360−3.2% | Reduced |
| LGT Fund Management Co Ltd. | 41,189 | $21.6M | 1.94% | +4,838+13.3% | Added |
| Patten & Patten Inc | 41,008 | $21.5M | 1.44% | +731+1.8% | Added |
| First Citizens Bank & Trust Co | 40,443 | $21.2M | 0.54% | +1,923+5.0% | Added |
| Braun Stacey Associates Inc | 40,384 | $21.2M | 0.86% | −599−1.5% | Reduced |
| LGT Capital Partners Ltd. | 40,147 | $21.0M | 0.93% | −15,883−28.3% | Reduced |
| Mirae Asset Securities (USA) Inc. | 40,104 | $21.0M | 0.90% | −222−0.6% | Reduced |
| Wealthcare Capital Partners, LLC | 40,043 | $21.0M | 10.78% | −190−0.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 40,062 | $21.0M | 1.18% | −100−0.2% | Reduced |
| E. Ohman J:or Asset Management AB | 39,955 | $20.9M | 0.56% | −2,015−4.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 39,810 | $20.9M | 0.27% | −13,894−25.9% | Reduced |
| Colonial Trust Advisors | 39,780 | $20.8M | 1.85% | −315−0.8% | Reduced |
| Great Valley Advisor Group, Inc. | 39,658 | $20.8M | 0.45% | −265−0.7% | Reduced |
| First Eagle Investment Management, LLC | 39,619 | $20.8M | 0.04% | −422−1.1% | Reduced |
| Triglav Skladi, D.O.O. | 39,548 | $20.7M | 1.75% | −6,175−13.5% | Reduced |
| Trust Co of Vermont | 39,544 | $20.7M | 1.03% | +551+1.4% | Added |
| First Financial Bankshares Inc | 39,111 | $20.5M | 0.44% | +918+2.4% | Added |
| Walleye Capital LLC | 39,056 | $20.5M | 0.23% | +14,607+59.7% | Added |
| Railway Pension Investments Ltd | 38,956 | $20.4M | 0.29% | −37,500−49.0% | Reduced |
| Gabelli Funds LLC | 38,740 | $20.3M | 0.15% | −315−0.8% | Reduced |
| LMCG Investments, LLC | 38,708 | $20.3M | 1.35% | +734+1.9% | Added |
| First National Trust Co | 38,677 | $20.3M | 0.82% | −1,735−4.3% | Reduced |
| Cim, LLC | 38,519 | $20.2M | 3.00% | +467+1.2% | Added |
| Liontrust Investment Partners LLP | 38,438 | $20.1M | 0.31% | +10,617+38.2% | Added |
| Tower Research Capital LLC (TRC) | 41,210 | $20.1M | 0.60% | −13,639−24.9% | Reduced |
| Barlow Wealth Partners, Inc. | 47,460 | $19.9M | 2.61% | +10,756+29.3% | Added |
| Burney Co | 37,571 | $19.7M | 0.72% | −4,461−10.6% | Reduced |
| Advisors Asset Management, Inc. | 37,460 | $19.6M | 0.37% | −2,269−5.7% | Reduced |
| Pinnacle Associates Ltd | 37,373 | $19.6M | 0.29% | +691+1.9% | Added |
| Madison Asset Management, LLC | 37,352 | $19.6M | 0.22% | −261−0.7% | Reduced |
| Snowden Capital Advisors LLC | 37,288 | $19.5M | 0.62% | −2,914−7.2% | Reduced |
| Capital International Sarl | 37,264 | $19.5M | 0.44% | +8,140+27.9% | Added |
| Compagnie Lombard Odier SCmA | 37,261 | $19.5M | 0.24% | +25+0.1% | Added |
| JLB & Associates Inc | 37,251 | $19.5M | 2.72% | +243+0.7% | Added |
| Eagle Global Advisors LLC | 37,217 | $19.5M | 0.80% | +140.0% | Added |
| Venturi Wealth Management, LLC | 37,146 | $19.5M | 1.01% | +5,393+17.0% | Added |
| Private Capital Advisors, Inc. | 37,077 | $19.4M | 2.32% | −860−2.3% | Reduced |
| Appleton Partners Inc | 36,920 | $19.3M | 1.49% | +77+0.2% | Added |
| Marco Investment Management LLC | 36,915 | $19.3M | 1.79% | −320−0.9% | Reduced |
| Bridgeway Capital Management, LLC | 36,450 | $19.1M | 0.48% | −2,163−5.6% | Reduced |
| Salem Investment Counselors Inc | 36,193 | $19.0M | 0.66% | −2,345−6.1% | Reduced |
| S&CO Inc | 36,171 | $18.9M | 1.27% | +7,811+27.5% | Added |
| Copeland Capital Management, LLC | 36,118 | $18.9M | 0.38% | −750−2.0% | Reduced |
| Simplex Trading, LLC | 36,061 | $18.9M | 0.67% | +5,973+19.9% | Added |
| PFM Health Sciences, LP | 35,904 | $18.8M | 1.44% | −39,684−52.5% | Reduced |
| La Banque Postale Asset Management SA | 35,609 | $18.7M | 0.29% | +3,571+11.1% | Added |
| Violich Capital Management, Inc. | 35,590 | $18.6M | 2.51% | −165−0.5% | Reduced |
| Abn Amro Investment Solutions | 35,434 | $18.6M | 0.39% | +5,027+16.5% | Added |
| Modera Wealth Management, LLC | 35,297 | $18.5M | 0.25% | −1,039−2.9% | Reduced |
| Argent Trust Co | 35,124 | $18.4M | 0.76% | +304+0.9% | Added |
| Albion Financial Group | 34,553 | $18.1M | 1.28% | −280−0.8% | Reduced |
| ArrowMark Colorado Holdings LLC | 34,500 | $18.1M | 0.29% | +31,600+1,089.7% | Added |
| RSM US Wealth Management LLC | 34,377 | $18.0M | 0.28% | −4,827−12.3% | Reduced |
| Shelton Capital Management | 34,291 | $18.0M | 0.43% | +91+0.3% | Added |
| Independent Advisor Alliance | 34,253 | $17.9M | 0.59% | −1,851−5.1% | Reduced |
| BDF-Gestion | 33,970 | $17.8M | 1.95% | +3,920+13.0% | Added |
| Chesley Taft & Associates LLC | 33,931 | $17.8M | 0.86% | +1,802+5.6% | Added |
| Waycross Partners, LLC | 33,795 | $17.7M | 1.98% | +6,001+21.6% | Added |
| Level Four Advisory Services, LLC | 33,651 | $17.6M | 0.72% | −109−0.3% | Reduced |
| Fred Alger Management, LLC | 33,551 | $17.6M | 0.10% | −1,672−4.7% | Reduced |
| Advisory Services Network, LLC | 33,457 | $17.5M | 0.34% | +2,617+8.5% | Added |
| Stonebridge Capital Advisors LLC | 33,452 | $17.5M | 1.43% | +818+2.5% | Added |
| RiverFront Investment Group, LLC | 33,298 | $17.4M | 0.39% | +3,587+12.1% | Added |
| Garrison Bradford & Associates Inc | 33,273 | $17.4M | 19.17% | −525−1.6% | Reduced |
| Chilton Investment Co LLC | 32,990 | $17.3M | 0.42% | −21,776−39.8% | Reduced |
| BNP Paribas | 32,947 | $17.3M | 0.72% | +6,401+24.1% | Added |
| Univest Financial Corp | 32,870 | $17.2M | 1.12% | +1,157+3.6% | Added |
| Park Avenue Securities LLC | 32,862 | $17.2M | 0.21% | +828+2.6% | Added |