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 |
|---|---|---|---|---|---|
| Mark Sheptoff Financial Planning, LLC | 24,143 | $12.6M | 6.97% | −1,795−6.9% | Reduced |
| WoodTrust Financial Corp | 24,119 | $12.6M | 1.77% | +1,725+7.7% | Added |
| Sonora Investment Management Group, LLC | 24,077 | $12.6M | 1.00% | +563+2.4% | Added |
| Fulcrum Capital LLC | 24,013 | $12.6M | 2.79% | +1,452+6.4% | Added |
| Pine Valley Investments Ltd Liability Co | 23,935 | $12.5M | 0.81% | +1,024+4.5% | Added |
| American National Bank | 23,810 | $12.5M | 1.38% | −5,191−17.9% | Reduced |
| Cozad Asset Management Inc | 23,755 | $12.4M | 1.24% | +1,046+4.6% | Added |
| Freestone Capital Holdings, LLC | 23,708 | $12.4M | 0.46% | −11,391−32.5% | Reduced |
| Great Lakes Retirement, Inc. | 23,707 | $12.4M | 1.63% | +10,660+81.7% | Added |
| Sienna Gestion | 24,365 | $12.4M | 1.02% | −2,571−9.5% | Reduced |
| Americana Partners, LLC | 23,630 | $12.4M | 0.48% | −1,646−6.5% | Reduced |
| Davis-Rea Ltd. | 23,548 | $12.3M | 3.28% | +110+0.5% | Added |
| Anchor Investment Management, LLC | 23,542 | $12.3M | 1.15% | +570+2.5% | Added |
| Pallas Capital Advisors LLC | 23,471 | $12.3M | 0.51% | +3,402+17.0% | Added |
| Capital Investment Advisors, LLC | 23,219 | $12.2M | 0.24% | −2,077−8.2% | Reduced |
| Beese Fulmer Investment Management, Inc. | 23,190 | $12.1M | 1.05% | −81−0.3% | Reduced |
| Grimes & Company, Inc. | 23,005 | $12.0M | 0.37% | +182+0.8% | Added |
| Ally Financial Inc. | 23,000 | $12.0M | 1.35% | +7,000+43.8% | Added |
| Robeco Schweiz AG | 22,971 | $12.0M | 0.30% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 29,174 | $12.0M | 0.17% | 00.0% | Unchanged |
| Miramar Capital, LLC | 22,915 | $12.0M | 2.86% | −510−2.2% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 22,911 | $12.0M | 1.95% | +1,445+6.7% | Added |
| Lowe Brockenbrough & Co Inc | 22,839 | $12.0M | 0.79% | −354−1.5% | Reduced |
| Bleakley Financial Group, LLC | 22,830 | $12.0M | 0.38% | −1,264−5.2% | Reduced |
| Payden & Rygel | 22,780 | $11.9M | 1.03% | −5,600−19.7% | Reduced |
| Broderick Brian C | 22,747 | $11.9M | 2.43% | −14−0.1% | Reduced |
| Greenleaf Trust | 22,558 | $11.8M | 0.11% | −684−2.9% | Reduced |
| CAPROCK Group, Inc. | 22,542 | $11.8M | 0.36% | +301+1.4% | Added |
| Boston Private Wealth LLC | 22,495 | $11.8M | 0.48% | −1,257−5.3% | Reduced |
| Iyo Bank, Ltd. | 22,410 | $11.7M | 3.78% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 22,399 | $11.7M | 0.21% | +154+0.7% | Added |
| Eldred Rock Partners, LLC | 22,295 | $11.6M | 3.55% | +2,100+10.4% | Added |
| Callan Family Office, LLC | 22,149 | $11.6M | 0.87% | −9,212−29.4% | Reduced |
| Bourgeon Capital Management LLC | 22,106 | $11.6M | 2.49% | −255−1.1% | Reduced |
| Smithbridge Asset Management Inc | 22,068 | $11.6M | 2.14% | +22,068 | New |
| Mount Yale Investment Advisors, LLC | 21,823 | $11.4M | 0.98% | +973+4.7% | Added |
| Churchill Management Corp | 21,809 | $11.4M | 0.14% | −237−1.1% | Reduced |
| Torray LLC | 21,798 | $11.4M | 1.70% | −20−0.1% | Reduced |
| Plato Investment Management Ltd | 21,548 | $11.4M | 0.96% | −1,264−5.5% | Reduced |
| Clearstead Advisors, LLC | 21,663 | $11.3M | 0.18% | −23,663−52.2% | Reduced |
| Hilltop Holdings Inc. | 21,651 | $11.3M | 0.72% | +952+4.6% | Added |
| Mission Wealth Management, LP | 21,626 | $11.3M | 0.28% | +243+1.1% | Added |
| NorthCrest Asset Manangement, LLC | 21,571 | $11.3M | 0.34% | +1,811+9.2% | Added |
| Polar Asset Management Partners Inc. | 21,472 | $11.2M | 0.37% | +17,572+450.6% | Added |
| Adell Harriman & Carpenter Inc | 21,452 | $11.2M | 0.85% | −8,815−29.1% | Reduced |
| Dynamic Advisor Solutions LLC | 21,366 | $11.2M | 0.37% | +21,366 | New |
| Beacon Investment Advisory Services, Inc. | 21,344 | $11.2M | 0.52% | −496−2.3% | Reduced |
| Strong Tower Advisory Services | 21,186 | $11.1M | 2.73% | +2,124+11.1% | Added |
| Sawgrass Asset Management LLC | 21,119 | $11.1M | 1.36% | −1,100−5.0% | Reduced |
| Moore Capital Management, LP | 21,059 | $11.0M | 0.37% | −8,941−29.8% | Reduced |
| Advisory Research Inc | 21,037 | $11.0M | 1.94% | −1,341−6.0% | Reduced |
| Soltis Investment Advisors LLC | 21,028 | $11.0M | 0.98% | −416−1.9% | Reduced |
| Artemis Investment Management LLP | 21,025 | $11.0M | 0.17% | −451−2.1% | Reduced |
| Signaturefd, LLC | 20,996 | $11.0M | 0.21% | +539+2.6% | Added |
| Procyon Private Wealth Partners, LLC | 20,926 | $11.0M | 0.67% | −2,775−11.7% | Reduced |
| DuPont Capital Management Corp | 20,925 | $11.0M | 1.21% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 20,848 | $10.9M | 0.20% | +2,442+13.3% | Added |
| Parr McKnight Wealth Management Group, LLC | 20,768 | $10.9M | 1.56% | −2,686−11.5% | Reduced |
| Zions Bancorporation, National Association | 20,745 | $10.9M | 0.69% | +20,745 | New |
| Longbow Finance SA | 20,704 | $10.8M | 1.30% | −4,446−17.7% | Reduced |
| Quadrant Capital Group LLC | 20,657 | $10.8M | 0.40% | +9,410+83.7% | Added |
| Merit Financial Group, LLC | 20,573 | $10.8M | 0.16% | +5,784+39.1% | Added |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 20,488 | $10.7M | 3.13% | −19,675−49.0% | Reduced |
| Wedge Capital Management L L P | 20,461 | $10.7M | 0.21% | +1,997+10.8% | Added |
| Stokes Capital Advisors, LLC | 20,455 | $10.7M | 2.72% | +1,153+6.0% | Added |
| Banque Cantonale Vaudoise | 20,450 | $10.7M | 0.47% | +20,450 | New |
| Westpac Banking Corp | 20,289 | $10.6M | 0.78% | −1,304−6.0% | Reduced |
| Kingdon Capital Management, L.L.C. | 20,262 | $10.6M | 2.20% | +20,262 | New |
| Richard Bernstein Advisors LLC | 20,174 | $10.6M | 0.26% | −888−4.2% | Reduced |
| Haverford Financial Services, Inc. | 20,165 | $10.6M | 3.25% | −113−0.6% | Reduced |
| Kesler, Norman & Wride, LLC | 20,160 | $10.6M | 2.01% | +950+4.9% | Added |
| Moneta Group Investment Advisors LLC | 20,131 | $10.5M | 0.15% | −2,328−10.4% | Reduced |
| Fundamentun, LLC | 20,116 | $10.5M | 0.56% | +3,861+23.8% | Added |
| Janney Capital Management LLC | 20,037 | $10.5M | 0.72% | −4,995−20.0% | Reduced |
| Greenwich Wealth Management LLC | 20,014 | $10.5M | 0.79% | −229−1.1% | Reduced |
| TCTC Holdings, LLC | 19,976 | $10.5M | 0.37% | −32−0.2% | Reduced |
| HighPoint Advisor Group LLC | 25,488 | $10.4M | 0.61% | −427−1.6% | Reduced |
| Evexia Wealth LLC | 17,937 | $10.4M | 3.77% | +54+0.3% | Added |
| Scholtz & Company, LLC | 19,801 | $10.4M | 5.13% | −705−3.4% | Reduced |
| Toth Financial Advisory Corp | 19,795 | $10.4M | 1.25% | −409−2.0% | Reduced |
| Savant Capital, LLC | 19,795 | $10.4M | 0.09% | −2,071−9.5% | Reduced |
| Summit Trail Advisors, LLC | 19,662 | $10.3M | 0.34% | +3,659+22.9% | Added |
| McKinley Carter Wealth Services, Inc. | 19,576 | $10.3M | 0.63% | +495+2.6% | Added |
| AG2R la Mondiale Gestion D'Actifs | 33,921 | $10.2M | 0.56% | +33,921 | New |
| Red Door Wealth Management, LLC | 19,468 | $10.2M | 1.51% | +1,496+8.3% | Added |
| Logan Capital Management Inc | 19,397 | $10.2M | 0.46% | −1,781−8.4% | Reduced |
| GWN Securities Inc. | 22,686 | $10.1M | 0.57% | +22,044+3,433.6% | Added |
| Roundview Capital LLC | 19,334 | $10.1M | 0.73% | −4,105−17.5% | Reduced |
| Motco | 19,299 | $10.1M | 1.07% | +751+4.0% | Added |
| Mirabaud & Cie SA | 19,286 | $10.1M | 3.45% | +361+1.9% | Added |
| Unison Asset Management LLC | 18,547 | $10.1M | 5.94% | +256+1.4% | Added |
| AIA Group Ltd | 19,253 | $10.1M | 0.25% | −4,730−19.7% | Reduced |
| Bearing Point Capital, LLC | 19,250 | $10.1M | 2.14% | +1,603+9.1% | Added |
| Biondo Investment Advisors, LLC | 19,242 | $10.1M | 1.43% | +861+4.7% | Added |
| Mattern Capital Management, LLC | 19,184 | $10.0M | 1.28% | +471+2.5% | Added |
| Marks Group Wealth Management, Inc | 19,136 | $10.0M | 0.96% | −12,090−38.7% | Reduced |
| Forbes J M & Co LLP | 19,097 | $10.0M | 0.97% | +502+2.7% | Added |
| APG Asset Management US Inc. | 19,083 | $9.98M | 0.08% | 00.0% | Unchanged |
| Core Alternative Capital | 18,972 | $9.94M | 2.39% | −3,038−13.8% | Reduced |
| Bank of Nova Scotia Trust Co | 18,929 | $9.91M | 1.06% | +553+3.0% | Added |