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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.

Q2 2025 vs. Q1 2025

How the institutions holding UnitedHealth Group Inc changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of UNH: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders3,613503,185−378
Shares810.6M1.32M774.1M−35.1M (−4.3%)
Value$424.3B$692.0M$241.1B−$182.5B (−43.1%)

50 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (277)

Institutions that held UnitedHealth Group Inc at the end of Q2 2025 but not at the end of Q1 2025.

Showing the largest 100 of 277 by value.

Institutions new to UNH in Q2 2025
InstitutionSharesValue% of portfolio
Berkshire Hathaway IncSuperinvestorBerkshire Hathaway5,039,564$1.57B0.61%
Lone Pine Capital LLCSuperinvestorLone Pine Capital1,693,347$528.3M3.82%
Renaissance Technologies LLC1,352,129$421.8M0.56%
Swedbank AB1,310,047$408.7M0.46%
Marshfield Associates1,018,288$317.7M6.49%
Pentwater Capital Management LP975,000$304.2M3.88%
GQG Partners LLC910,560$284.1M0.40%
Two Sigma Advisers, LP759,500$236.9M0.49%
Hotchkis & Wiley Capital Management LLC694,370$216.6M0.70%
Naya Capital Management UK Ltd609,376$190.1M14.58%
Eminence Capital, LP575,451$179.5M2.64%
Gobi Capital LLC328,200$102.4M5.06%
IMC-Chicago, LLC287,459$89.7M2.24%
Abdiel Capital Advisors, LP286,929$89.5M8.37%
Smead Capital Management, Inc.252,438$78.8M1.58%
Marsico Capital Management LLC221,294$69.0M1.87%
Spear Holdings RSC Ltd200,942$62.7M4.59%
Patient Capital Management, LLC191,932$59.9M2.70%
HRT Financial LP152,063$47.4M0.21%
Wolf Hill Capital Management, LP150,000$46.8M3.88%
BlueCrest Capital Management Ltd137,591$42.9M4.76%
Seizert Capital Partners, LLC134,901$42.1M1.85%
Yacktman Asset Management LP129,000$40.2M0.54%
Glenmede Investment Management, LP125,372$39.1M0.20%
Crake Asset Management LLP113,943$35.5M1.87%
Prosight Management, LP110,000$34.3M8.37%
Warther Private Wealth, LLC102,597$32.0M8.39%
Camber Capital Management LP100,000$31.2M4.35%
Soleus Capital Management, L.P.86,250$26.9M1.86%
Compass Rose Asset Management, LP83,000$25.9M9.54%
Scopia Capital Management LP78,314$24.4M2.98%
BloombergSen Inc.75,708$23.6M1.99%
Cubist Systematic Strategies, LLC68,839$21.5M0.23%
Minneapolis Portfolio Management Group, LLC68,630$21.4M2.65%
Midwest Trust Co67,126$20.9M0.29%
Woodbridge Co Ltd65,300$20.4M0.03%
Mizuho Securities USA LLC62,694$19.6M0.42%
Eagle Health Investments LP60,888$19.0M4.69%
Eversept Partners, LP60,736$18.9M1.91%
Tri Locum Partners LP60,584$18.9M5.74%
Boone Capital Management LLC58,112$18.1M7.77%
MIG Capital, LLC55,961$17.5M1.84%
RBF Capital, LLC55,000$17.2M0.85%
Long Focus Capital Management, LLC52,000$16.2M1.05%
Braidwell LP49,400$15.4M0.53%
Lakewood Capital Management, LP48,000$15.0M1.14%
Leith Wheeler Investment Counsel Ltd.47,284$14.8M1.05%
Ranmore Fund Management Ltd44,000$13.7M5.47%
Bluefin Capital Management, LLC43,800$13.7M10.56%
Private Advisory Group LLC41,875$13.1M1.22%
UNICOM Systems, Inc.41,434$12.9M1.79%
Coronation Fund Managers Ltd.39,862$12.4M0.67%
Kelly Lawrence W & Associates Inc38,790$12.1M3.17%
Harber Asset Management LLC36,485$11.4M3.66%
Blackstone Group Inc.33,755$10.5M0.05%
Kamunting Street Capital Management, L.P.32,500$10.1M8.30%
Scharf Investments, LLC29,465$9.19M0.26%
Kinsale Capital Group, Inc.27,181$8.48M1.74%
Canada Post Corp Registered Pension Plan25,311$7.90M0.46%
Wolverine Asset Management LLC24,085$7.51M0.13%
One Fin Capital Management LP24,000$7.49M2.53%
Alden Global Capital LLC23,655$7.38M4.54%
Westerkirk Capital Inc.23,568$7.35M0.91%
Vise Technologies, Inc.22,963$7.16M0.30%
DDD Partners, LLC22,785$7.11M0.76%
Weiss Asset Management LP21,210$6.62M0.10%
Wetherby Asset Management Inc21,024$6.56M0.29%
Savoie Capital LLC20,500$6.40M0.79%
Scion Asset Management, LLC20,000$6.24M11.09%
Sona Asset Management (US) LLC20,000$6.24M0.21%
Altshuler Shaham Ltd19,300$6.02M0.19%
Clare Market Investments LLC17,581$5.48M1.22%
Tenzing Global Management, LLC17,500$5.46M3.67%
TB Alternative Assets Ltd.16,859$5.26M0.97%
Rovida Advisors Inc.15,000$4.68M4.16%
Stenger Family Office, LLC17,546$4.67M1.23%
GFS Advisors, LLC14,500$4.52M0.62%
Allen Operations LLC13,633$4.25M0.59%
Global Retirement Partners, LLC13,492$4.21M0.10%
Hound Partners, LLC13,437$4.19M0.57%
Fulcrum Asset Management LLP13,079$4.08M1.16%
CastleKnight Management LP12,400$3.87M0.26%
Point72 (DIFC) Ltd12,035$3.75M0.30%
Maxi Investments CY Ltd10,200$3.18M0.53%
Dupree Financial Group, LLC9,859$3.08M1.21%
XTX Topco Ltd9,595$2.99M0.12%
Campbell Capital Management Inc9,300$2.90M1.13%
Soapstone Management L.P.8,500$2.65M1.76%
McGinn Investment Management, Inc.8,285$2.58M1.64%
New England Research & Management, Inc.8,120$2.53M1.20%
Greenwood Capital Associates LLC8,119$2.53M0.32%
Jackson Square Partners, LLC7,971$2.49M0.92%
MASTERINVEST Kapitalanlage GmbH7,897$2.46M0.26%
English Capital Management LLC7,841$2.45M1.62%
WT Wealth Management7,806$2.44M0.72%
Skylands Capital, LLC7,715$2.41M0.35%
Itau Unibanco Holding S.A.7,555$2.36M0.09%
Udine Wealth Management, Inc.7,529$2.35M1.41%
Game Creek Capital, LP7,450$2.32M1.19%
Peak Financial Advisors LLC7,368$2.30M1.18%

Sold out (655)

Institutions that held UnitedHealth Group Inc at the end of Q1 2025 and filed for Q2 2025 without it.

Showing the largest 100 of 655 by value.

Institutions that sold out of UNH in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Viking Global Investors LPSuperinvestorViking Global Investors2,137,806$1.12B
Provident Trust Co619,376$324.4M
SRS Investment Management, LLC586,729$307.3M
Findlay Park Partners LLP575,626$301.5M
Brandywine Global Investment Management, LLC553,211$289.7M
Holocene Advisors, LP525,084$275.0M
Harding Loevner LP487,113$255.1M
SurgoCap Partners LP271,740$142.3M
James Hambro & Partners245,642$128.6M
Milestone Resources Group Ltd225,114$117.9M
Corebridge Financial, Inc.205,257$107.5M
Worldquant Millennium Advisors LLC200,470$105.0M
Kensico Capital Management Corp196,600$103.0M
Sands Capital Management, LLC174,787$91.5M
8 Knots Management, LLC168,923$88.5M
140 Summer Partners LP151,935$79.6M
TPG GP A, LLC144,948$75.9M
Mercer Global Advisors Inc143,736$75.3M
Petrus Trust Company, LTA119,179$62.4M
Premier Fund Managers Ltd120,049$61.9M
Nippon Life Global Investors Americas, Inc.115,290$60.4M
Ceredex Value Advisors LLC103,335$54.1M
Thunderbird Partners LLP86,361$45.2M
Osterweis Capital Management Inc85,563$44.8M
Night Owl Capital Management, LLC83,996$44.0M
Segall Bryant & Hamill, LLC83,570$43.8M
Financial Counselors Inc73,534$38.5M
MBB Public Markets I LLC71,033$37.2M
United Services Automobile Association71,940$37.1M
Freestone Grove Partners LP66,315$34.7M
BlackBarn Capital Partners LP66,000$34.6M
River Road Asset Management, LLC58,770$30.8M
Bamco Inc56,890$29.8M
Campbell Newman Asset Management Inc54,647$28.6M
Stack Financial Management, Inc50,928$26.7M
Parkman Healthcare Partners LLC50,213$26.3M
Nicola Wealth Management Ltd.46,400$24.3M
Oak Ridge Investments LLC44,071$23.1M
Aquatic Capital Management LLC43,501$22.8M
Pittenger & Anderson Inc41,274$21.6M
LGT Capital Partners Ltd.40,147$21.0M
Cim, LLC38,519$20.2M
La Banque Postale Asset Management SA35,609$18.7M
Park Avenue Securities LLC32,862$17.2M
Davidson Investment Advisors32,059$16.8M
Raub Brock Capital Management LP31,592$16.5M
Lombard Odier Asset Management (Europe) Ltd30,459$16.0M
L1 Capital International Pty Ltd29,659$15.5M
ARS Wealth Advisors Group, LLC28,650$15.0M
Wallington Asset Management, LLC27,986$14.7M
Addenda Capital Inc.26,824$14.0M
Overbrook Management Corp25,697$13.5M
Muhlenkamp & Co Inc25,045$13.1M
Great Lakes Retirement, Inc.23,707$12.4M
Alaska Permanent Fund Corp29,174$12.0M
Iyo Bank, Ltd.22,410$11.7M
Eldred Rock Partners, LLC22,295$11.6M
Bourgeon Capital Management LLC22,106$11.6M
Churchill Management Corp21,809$11.4M
Polar Asset Management Partners Inc.21,472$11.2M
Artemis Investment Management LLP21,025$11.0M
DuPont Capital Management Corp20,925$11.0M
Longbow Finance SA20,704$10.8M
Napean Trading & Investment Co (Singapore) PTE Ltd20,488$10.7M
Kingdon Capital Management, L.L.C.20,262$10.6M
Haverford Financial Services, Inc.20,165$10.6M
Mirabaud & Cie SA19,286$10.1M
Forbes J M & Co LLP19,097$10.0M
Philadelphia Financial Management of San Francisco, LLC18,910$9.90M
Greystone Financial Group, LLC17,462$9.15M
Matrix Asset Advisors Inc17,384$9.10M
First Fiduciary Investment Counsel, Inc.16,939$8.87M
11 Capital Partners LP15,700$8.22M
BTC Capital Management, Inc.14,815$7.76M
Telos Capital Management, Inc.14,769$7.74M
Capital Investment Counsel, LLC14,755$7.73M
JPB Foundation14,355$7.52M
Temasek Holdings (Private) Ltd14,148$7.41M
Tradewinds, LLC.13,271$6.95M
Argonautica Private Wealth Management, Inc12,953$6.78M
Asset Planning Services Inc12,440$6.51M
Nikulski Financial, Inc.12,148$6.36M
American Trust11,657$6.11M
Weatherly Asset Management L. P.11,509$6.03M
S.E.E.D. Planning Group LLC11,433$5.99M
Ayrshire Capital Management LLC11,424$5.98M
Legacy Advisors, LLC11,397$5.97M
Strategic Planning Group, LLC10,918$5.72M
Dynasty Wealth Management, LLC10,771$5.59M
Cinctive Capital Management LP10,514$5.51M
Carderock Capital Management Inc10,361$5.43M
Advisory Resource Group9,840$5.15M
Timber Creek Capital Management LLC9,655$5.06M
Joseph Group Capital Management9,477$4.96M
SIH Partners, LLLP9,466$4.96M
Persistent Asset Partners Ltd9,351$4.90M
Nelson Capital Management, LLC9,121$4.78M
Alcosta Capital Management, Inc.8,638$4.52M
Cypress Capital Group8,585$4.50M
IFC Advisors LLC8,454$4.43M

Not filed for Q2 2025 yet (50)

Institutions that held UnitedHealth Group Inc at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UNH in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Credit Agricole S A451,425$236.4M
Mondrian Investment Partners LTD227,338$119.1M
Glenmede Trust Co NA170,144$89.1M
Orion Portfolio Solutions, LLC88,073$46.1M
Rakuten Investment Management, Inc.84,115$43.4M
Mizuho Securities USA LLC73,687$38.6M
Sabal Trust CO62,252$32.6M
CAPROCK Group, Inc.22,542$11.8M
Sheaff Brock Investment Advisors, LLC16,007$8.38M
Schechter Investment Advisors, LLC12,676$6.64M
Sandy Spring Bank12,517$6.56M
Lindbrook Capital, LLC11,986$6.28M
JCIC Asset Management Inc.11,436$5.99M
Roanoke Asset Management Corp7,462$3.91M
Centre Asset Management, LLC7,327$3.84M
Proquility Private Wealth Partners, LLC6,289$3.29M
Delta Financial Group, Inc.4,629$2.39M
Shum Financial Group, Inc.4,471$2.34M
Marcum Wealth, LLC4,352$2.28M
Morningstar Investment Services LLC3,904$2.04M
Stillwater Wealth Management Group3,792$1.99M
Shorepoint Capital Partners LLC3,589$1.88M
Montecito Bank & Trust3,414$1.79M
Transform Wealth, LLC2,512$1.32M
Bremer Bank National Association2,430$1.27M
Financial Network Wealth Management LLC2,394$1.25M
Members Wealth LLC2,149$1.13M
Cable Hill Partners, LLC2,736$1.13M
Benchmark Investment Advisors LLC2,032$1.06M
Regent Peak Wealth Advisors LLC2,028$1.06M
Callan Capital, LLC1,592$834.0K
Vista Wealth Management Group, LLC1,470$770.2K
Permanent Capital Management, LP1,442$755.2K
Monterey Private Wealth, Inc.1,237$647.9K
Rappaport Reiches Capital Management, LLC1,072$561.4K
Davis Capital Management1,035$542.1K
Heritage Wealth Partners, LLC795$416.2K
Wolf Group Capital Advisors763$399.6K
Napatree Capital LLC726$380.2K
Horan Capital Advisors, LLC.707$370.3K
BluePointe Capital Management, LLC587$307.4K
Foundry Partners, LLC485$254.0K
Greenspring Advisors, LLC482$252.4K
Buffington Mohr McNeal409$214.2K
Noble Wealth Management PBC302$158.2K
Sofos Investments, Inc.120$62.9K
Nova Wealth Management, Inc.101$52.9K
Grayhawk Investment Strategies Inc.94$49.2K
Caas Capital Management LP30$15.7K
Collier Financial19$10.0K