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 |
|---|---|---|---|---|---|
| Resources Investment Advisors, LLC. | 32,848 | $17.2M | 0.20% | −441−1.3% | Reduced |
| Calamos Wealth Management LLC | 32,729 | $17.1M | 0.86% | −7,442−18.5% | Reduced |
| Apollon Wealth Management, LLC | 32,509 | $17.0M | 0.37% | +975+3.1% | Added |
| Harbor Investment Advisory, LLC | 32,447 | $17.0M | 1.65% | −2,118−6.1% | Reduced |
| Atria Wealth Solutions, Inc. | 32,375 | $17.0M | 0.20% | −2,616−7.5% | Reduced |
| Kestra Private Wealth Services, LLC | 32,230 | $16.9M | 0.28% | −164−0.5% | Reduced |
| Empirical Finance, LLC | 32,174 | $16.9M | 1.02% | +356+1.1% | Added |
| Davidson Investment Advisors | 32,059 | $16.8M | 0.83% | +13,202+70.0% | Added |
| Allstate Corp | 31,872 | $16.7M | 0.49% | +4,392+16.0% | Added |
| Segment Wealth Management, LLC | 31,808 | $16.7M | 1.13% | +1,062+3.5% | Added |
| Stephens Inc | 31,726 | $16.6M | 0.24% | −2,119−6.3% | Reduced |
| Raub Brock Capital Management LP | 31,592 | $16.5M | 3.69% | −1,037−3.2% | Reduced |
| Massmutual Trust Co FSB | 31,542 | $16.5M | 0.48% | −19,015−37.6% | Reduced |
| Petredis Investment Advisors LLC | 31,306 | $16.4M | 1.71% | +621+2.0% | Added |
| Parallel Advisors, LLC | 31,303 | $16.4M | 0.37% | −3,233−9.4% | Reduced |
| CCM Investment Advisers LLC | 31,271 | $16.4M | 2.01% | −1,075−3.3% | Reduced |
| Spire Wealth Management | 31,214 | $16.3M | 0.52% | −119−0.4% | Reduced |
| Congress Wealth Management LLC | 31,136 | $16.3M | 0.20% | +9,564+44.3% | Added |
| GAM Holding AG | 31,059 | $16.3M | 1.26% | −14,215−31.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 31,000 | $16.2M | 0.62% | −2,869−8.5% | Reduced |
| Washington Trust Bank | 30,992 | $16.2M | 1.63% | +100+0.3% | Added |
| Bragg Financial Advisors, Inc | 30,902 | $16.2M | 0.67% | −130−0.4% | Reduced |
| National Asset Management, Inc. | 30,644 | $16.0M | 0.49% | −761−2.4% | Reduced |
| Alpha Cubed Investments, LLC | 30,624 | $16.0M | 0.72% | −2,430−7.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 30,598 | $16.0M | 0.65% | −5,517−15.3% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 30,459 | $16.0M | 1.28% | −15,743−34.1% | Reduced |
| Axxcess Wealth Management, LLC | 30,449 | $15.9M | 0.44% | −442−1.4% | Reduced |
| QV Investors Inc. | 30,444 | $15.9M | 1.61% | −2,860−8.6% | Reduced |
| WSFS Capital Management, LLC | 30,249 | $15.8M | 0.95% | −3,594−10.6% | Reduced |
| McRae Capital Management Inc | 30,157 | $15.8M | 3.33% | +2,395+8.6% | Added |
| King Wealth | 30,048 | $15.7M | 2.39% | −49−0.2% | Reduced |
| Bright Rock Capital Management, LLC | 30,000 | $15.7M | 3.31% | 00.0% | Unchanged |
| Suvretta Capital Management, LLC | 29,900 | $15.7M | 0.63% | −45,298−60.2% | Reduced |
| Gluskin Sheff & Assoc Inc | 29,866 | $15.6M | 2.02% | +1,556+5.5% | Added |
| YHB Investment Advisors, Inc. | 29,699 | $15.6M | 1.30% | −1,303−4.2% | Reduced |
| Meridian Wealth Management, LLC | 29,685 | $15.5M | 0.75% | −125−0.4% | Reduced |
| L1 Capital International Pty Ltd | 29,659 | $15.5M | 4.27% | +738+2.6% | Added |
| Brighton Jones LLC | 29,291 | $15.3M | 0.49% | −14,958−33.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 29,269 | $15.3M | 0.24% | +49+0.2% | Added |
| F/M Investments LLC | 29,236 | $15.3M | 0.61% | −36,578−55.6% | Reduced |
| Siemens Fonds Invest GmbH | 29,185 | $15.3M | 1.05% | +29,185 | New |
| Bryn Mawr Trust Co | 29,155 | $15.3M | 0.29% | −2,013−6.5% | Reduced |
| New Age Alpha Advisors, LLC | 29,109 | $15.2M | 0.68% | −1,964−6.3% | Reduced |
| Tower Bridge Advisors | 29,098 | $15.2M | 1.70% | +441+1.5% | Added |
| ARS Wealth Advisors Group, LLC | 28,650 | $15.0M | 2.12% | +1,004+3.6% | Added |
| Eisler Capital Management Ltd. | 28,535 | $14.9M | 0.45% | +23,959+523.6% | Added |
| Phoenix Holdings Ltd. | 28,312 | $14.8M | 0.23% | −14,432−33.8% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 28,014 | $14.7M | 0.13% | +1,300+4.9% | Added |
| Wallington Asset Management, LLC | 27,986 | $14.7M | 2.11% | −565−2.0% | Reduced |
| Kornitzer Capital Management Inc | 27,934 | $14.6M | 0.30% | +307+1.1% | Added |
| Groupe la Francaise | 28,198 | $14.5M | 0.31% | −1,285−4.4% | Reduced |
| Litman Gregory Asset Management LLC | 27,564 | $14.4M | 1.24% | +1,534+5.9% | Added |
| Coldstream Capital Management Inc | 27,447 | $14.4M | 0.31% | +65+0.2% | Added |
| Altrafin AG | 27,412 | $14.4M | 5.58% | −1,379−4.8% | Reduced |
| Pioneer Trust Bank N A | 27,332 | $14.3M | 3.77% | +375+1.4% | Added |
| Cyndeo Wealth Partners, LLC | 27,327 | $14.3M | 0.94% | −2,788−9.3% | Reduced |
| Alps Advisors Inc | 27,252 | $14.3M | 0.08% | +220+0.8% | Added |
| Anchor Capital Advisors LLC | 27,213 | $14.3M | 0.43% | −12,739−31.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 27,103 | $14.2M | 1.33% | −1,409−4.9% | Reduced |
| Neville Rodie & Shaw Inc | 27,077 | $14.2M | 1.11% | +486+1.8% | Added |
| Equitable Holdings, Inc. | 27,042 | $14.2M | 0.13% | +3,133+13.1% | Added |
| First Foundation Advisors | 27,042 | $14.2M | 0.58% | −2,450−8.3% | Reduced |
| Middleton & Co Inc | 26,986 | $14.1M | 1.65% | −829−3.0% | Reduced |
| Clough Capital Partners L P | 26,894 | $14.1M | 1.78% | +16,279+153.4% | Added |
| Heritage Trust Co | 26,880 | $14.1M | 1.71% | −462−1.7% | Reduced |
| Addenda Capital Inc. | 26,824 | $14.0M | 0.52% | −179−0.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 26,754 | $14.0M | 1.00% | −8,898−25.0% | Reduced |
| Ascent Group, LLC | 26,535 | $13.9M | 0.60% | +4,730+21.7% | Added |
| Integrated Wealth Concepts LLC | 26,383 | $13.8M | 0.16% | −362−1.4% | Reduced |
| Howe & Rusling Inc | 26,184 | $13.7M | 1.15% | −369−1.4% | Reduced |
| Aristotle Atlantic Partners, LLC | 26,163 | $13.7M | 0.46% | −32,512−55.4% | Reduced |
| Prospera Financial Services Inc | 26,146 | $13.7M | 0.31% | −794−2.9% | Reduced |
| Investment Management Corp of Ontario | 26,021 | $13.6M | 0.28% | −19,532−42.9% | Reduced |
| Bell Asset Management Ltd | 25,952 | $13.6M | 2.50% | −2,544−8.9% | Reduced |
| HealthInvest Partners AB | 25,782 | $13.5M | 5.96% | −9,420−26.8% | Reduced |
| Concurrent Investment Advisors, LLC | 25,704 | $13.5M | 0.33% | +4,371+20.5% | Added |
| Overbrook Management Corp | 25,697 | $13.5M | 3.16% | −1,916−6.9% | Reduced |
| Principal Securities, Inc. | 26,354 | $13.3M | 0.30% | 00.0% | Unchanged |
| GDS Wealth Management | 25,325 | $13.3M | 1.13% | +2,181+9.4% | Added |
| Live Oak Private Wealth LLC | 25,306 | $13.3M | 2.15% | +515+2.1% | Added |
| North Star Asset Management Inc | 25,292 | $13.2M | 0.60% | +845+3.5% | Added |
| German American Bancorp, Inc. | 25,249 | $13.2M | 1.42% | −2,615−9.4% | Reduced |
| Summit Financial, LLC | 25,249 | $13.2M | 0.37% | +520+2.1% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 25,193 | $13.2M | 0.70% | −561−2.2% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 25,138 | $13.2M | 1.48% | −85−0.3% | Reduced |
| Muhlenkamp & Co Inc | 25,045 | $13.1M | 4.29% | −220−0.9% | Reduced |
| Trillium Asset Management, LLC | 25,027 | $13.1M | 0.38% | −15,085−37.6% | Reduced |
| Columbus Hill Capital Management, L.P. | 24,870 | $13.0M | 2.75% | +8,829+55.0% | Added |
| Engineers Gate Manager LP | 24,818 | $13.0M | 0.22% | −6,561−20.9% | Reduced |
| North Point Portfolio Managers Corp | 24,781 | $13.0M | 2.28% | +70.0% | Added |
| Amica Mutual Insurance Co | 24,776 | $13.0M | 1.43% | 00.0% | Unchanged |
| Somerville Kurt F | 24,768 | $13.0M | 2.26% | −600−2.4% | Reduced |
| Hudson Valley Investment Advisors Inc | 24,722 | $12.9M | 1.55% | −1,561−5.9% | Reduced |
| Carnegie Lake Advisors LLC | 24,645 | $12.9M | 5.24% | −1,201−4.6% | Reduced |
| Narwhal Capital Management | 24,493 | $12.8M | 1.14% | −11,668−32.3% | Reduced |
| Hyperion Capital Advisors LP | 24,477 | $12.8M | 6.98% | −753−3.0% | Reduced |
| GF Fund Management Co. Ltd. | 24,412 | $12.8M | 0.30% | +420+1.8% | Added |
| Schmidt P J Investment Management Inc | 24,387 | $12.8M | 2.34% | −436−1.8% | Reduced |
| Dividend Assets Capital, LLC | 24,338 | $12.7M | 2.41% | +1,875+8.3% | Added |
| Schonfeld Strategic Advisors LLC | 24,257 | $12.7M | 0.09% | +14,311+143.9% | Added |