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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.

13F holders, Q2 2025

Institutional positions in UnitedHealth Group Inc as of Jun 30, 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
3,186
−378 vs. Q1 2025
Shares held
774.1M
−35.1M (−4.3%) vs. Q1 2025
Total value
$241.1B
−$182.5B (−43.1%) vs. Q1 2025
New holders
277
1,290 more added
Sold out
655
1,438 more reduced

50 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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.

Institutional holdersQ2 2025: 3,186 institutions
Q1 2021: 2,516 institutionsQ2 2021: 2,592 institutionsQ3 2021: 2,573 institutionsQ4 2021: 2,909 institutionsQ1 2022: 2,966 institutionsQ2 2022: 2,965 institutionsQ3 2022: 2,999 institutionsQ4 2022: 3,160 institutionsQ1 2023: 3,115 institutionsQ2 2023: 3,137 institutionsQ3 2023: 3,145 institutionsQ4 2023: 3,422 institutionsQ1 2024: 3,385 institutionsQ2 2024: 3,407 institutionsQ3 2024: 3,477 institutionsQ4 2024: 3,685 institutionsQ1 2025: 3,614 institutionsQ2 2025: 3,186 institutionsQ3 2025: 3,169 institutionsQ4 2025: 3,312 institutionsQ1 2026: 3,055 institutionsQ2 2026: 3,395 institutions
Value heldQ2 2025: $241.1B
Q1 2021: $307.3BQ2 2021: $330.1BQ3 2021: $321.7BQ4 2021: $413.9BQ1 2022: $418.3BQ2 2022: $422.0BQ3 2022: $413.5BQ4 2022: $434.2BQ1 2023: $383.6BQ2 2023: $388.4BQ3 2023: $407.5BQ4 2023: $428.0BQ1 2024: $398.9BQ2 2024: $411.9BQ3 2024: $474.6BQ4 2024: $409.5BQ1 2025: $424.3BQ2 2025: $241.1BQ3 2025: $253.5BQ4 2025: $248.2BQ1 2026: $202.4BQ2 2026: $325.1B
Institutions holding UNH and their total value by quarter
QuarterHoldersValue
Q2 20263,395$325.1B
Q1 20263,055$202.4B
Q4 20253,312$248.2B
Q3 20253,169$253.5B
Q2 20253,186$241.1B
Q1 20253,614$424.3B
Q4 20243,685$409.5B
Q3 20243,477$474.6B
Q2 20243,407$411.9B
Q1 20243,385$398.9B
Q4 20233,422$428.0B
Q3 20233,145$407.5B
Q2 20233,137$388.4B
Q1 20233,115$383.6B
Q4 20223,160$434.2B
Q3 20222,999$413.5B
Q2 20222,965$422.0B
Q1 20222,966$418.3B
Q4 20212,909$413.9B
Q3 20212,573$321.7B
Q2 20212,592$330.1B
Q1 20212,516$307.3B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q1 2025.

Institutions holding UNH in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Winnow Wealth LLC2$6240.00%−27−93.1%Reduced
MorganRosel Wealth Management, LLC2$6240.00%00.0%Unchanged
Accordant Advisory Group Inc2$6240.00%+2New
Breakwater Investment Management3$9360.00%00.0%Unchanged
Hoey Investments, Inc3$9360.00%+3New
Orion Capital Management LLC4$1.25K0.00%−135−97.1%Reduced
Bridge Generations Wealth Management LLC4$1.25K0.00%00.0%Unchanged
VELA Investment Management, LLC4$1.25K0.00%+4New
Decker Retirement Planning Inc.4$1.25K0.00%+4New
Financially Speaking Inc4$1.25K0.00%+4New
SWAN Capital LLC6$1.87K0.00%+6New
HFM Investment Advisors, LLC7$2.18K0.00%+2+40.0%Added
Legacy Bridge, LLC7$2.18K0.00%+7New
Sawyer & Company, Inc6$2.49K0.00%+6New
Carolina Wealth Advisors, LLC8$2.50K0.00%00.0%Unchanged
Hallmark Capital Management Inc9$2.81K0.00%−1,127−99.2%Reduced
Bare Financial Services, Inc9$2.81K0.00%+9New
First PREMIER Bank9$3.00K0.00%−225−96.2%Reduced
FWL Investment Management, LLC10$3.12K0.00%−4,015−99.8%Reduced
Mountain Hill Investment Partners Corp.10$3.12K0.00%00.0%Unchanged
Fairway Wealth LLC11$3.43K0.00%−29−72.5%Reduced
MPWM Advisory Solutions, LLC11$3.43K0.00%−1−8.3%Reduced
ROSS\JOHNSON & Associates LLC13$4.06K0.08%−17−56.7%Reduced
Catherine Avery Investment Management LLC13$4.06K0.00%00.0%Unchanged
Parkworth Wealth Management, Inc.13$4.06K0.00%+2+18.2%Added
Investment Research & Advisory Group, Inc.15$4.68K0.00%−6,418−99.8%Reduced
Pacifica Partners Inc.16$4.95K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd16$4.99K0.00%00.0%Unchanged
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna16$4.99K0.00%+16New
Beutel, Goodman & Co Ltd.18$5.00K0.00%00.0%Unchanged
Christopher J. Hasenberg, Inc17$5.30K0.00%−10−37.0%Reduced
POM Investment Strategies, LLC18$5.62K0.00%−6−25.0%Reduced
Goodman Advisory Group, LLC18$5.62K0.00%00.0%Unchanged
Westend Capital Management, LLC19$5.93K0.00%00.0%Unchanged
PayPay Securities Corp19$5.93K0.29%+3+18.8%Added
Cedar Wealth Management, LLC19$6.03K0.00%+13+216.7%Added
1 North Wealth Services LLC20$6.24K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC21$6.55K0.00%+11+110.0%Added
Bellevue Asset Management, LLC22$6.86K0.00%−100−82.0%Reduced
Eq Wealth Advisors, LLC22$6.86K0.00%00.0%Unchanged
LGT Financial Advisors LLC23$7.23K0.02%+23New
Minot DeBlois Advisors LLC25$7.80K0.01%00.0%Unchanged
Advantage Trust Co25$7.80K0.00%00.0%Unchanged
Godsey & Gibb Associates25$7.80K0.00%−19−43.2%Reduced
JDM Financial Group LLC26$8.11K0.00%00.0%Unchanged
Anfield Capital Management, LLC28$8.73K0.00%+3+12.0%Added
Curio Wealth, LLC30$9.35K0.00%+29+2,900.0%Added
Compass Financial Services Inc31$9.67K0.00%00.0%Unchanged
Morton Brown Family Wealth, LLC31$9.67K0.00%+17+121.4%Added
Fairman Group, LLC33$10.3K0.01%−59−64.1%Reduced
Chapman Financial Group, LLC33$10.3K0.01%+33New
Insight Financial Services33$10.5K0.01%00.0%Unchanged
RMG Wealth Management LLC38$10.8K0.00%+38New
Investment Management Corp35$10.8K0.01%−52−59.8%Reduced
Old Second National Bank of Aurora35$10.9K0.00%−484−93.3%Reduced
Reyes Financial Architecture, Inc.36$11.3K0.01%−706−95.1%Reduced
GFG Capital, LLC39$12.2K0.00%+39New
CarsonAllaria Wealth Management, Ltd.39$12.3K0.01%−33−45.8%Reduced
CGC Financial Services, LLC41$12.8K0.00%−4−8.9%Reduced
Tacita Capital Inc42$13.1K0.01%−70−62.5%Reduced
Mid-American Wealth Advisory Group, Inc.42$13.1K0.01%+42New
NVWM, LLC43$13.4K0.00%−4,159−99.0%Reduced
Global Wealth Strategies & Associates43$13.4K0.00%−47−52.2%Reduced
Kiker Wealth Management, LLC43$13.4K0.01%−23−34.8%Reduced
Principia Wealth Advisory, LLC43$13.4K0.01%+12+38.7%Added
Financial Connections Group, Inc.45$14.0K0.01%−22−32.8%Reduced
DecisionPoint Financial, LLC44$14.4K0.00%−58−56.9%Reduced
Lummis Asset Management, LP46$14.4K0.01%00.0%Unchanged
Stephens Consulting, LLC47$14.7K0.00%+31+193.8%Added
Clark Wealth Partners49$15.3K0.01%−122−71.3%Reduced
Foster Dykema Cabot & Partners, LLC49$15.3K0.00%00.0%Unchanged
Hurley Capital, LLC49$15.3K0.01%−6−10.9%Reduced
Legend Financial Advisors, Inc.51$15.9K0.01%+51New
Rocky Mountain Advisers, LLC52$16.2K0.00%+34+188.9%Added
Trust Co53$16.5K0.00%−1,350−96.2%Reduced
Pflug Koory, LLC54$16.8K0.01%+2+3.8%Added
Strategic Wealth Designers54$16.8K0.02%+54New
Halbert Hargrove Global Advisors, LLC54$16.8K0.00%−50−48.1%Reduced
Cedar Mountain Advisors, LLC54$17.0K0.00%−11−16.9%Reduced
Harvest Fund Management Co., Ltd38$17.0K0.00%−198−83.9%Reduced
Spurstone Advisory Services, LLC57$17.8K0.27%−93−62.0%Reduced
Northwest Capital Management Inc57$17.8K0.01%−5−8.1%Reduced
Knott David M Jr57$17.8K0.01%00.0%Unchanged
Evolution Wealth Management Inc.57$17.9K0.02%+57New
Battery Global Advisors, LLC58$18.2K0.01%00.0%Unchanged
Koesten, Hirschmann & Crabtree, INC.60$18.7K0.01%+60New
Heritage Wealth Advisors62$19.5K0.00%−361−85.3%Reduced
Promus Capital, LLC63$19.7K0.01%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.65$20.3K0.01%−100−60.6%Reduced
Maseco LLP65$20.3K0.00%+65New
Flagship Wealth Advisors, LLC66$20.6K0.01%+49+288.2%Added
Syntax Research, Inc.67$20.9K0.01%00.0%Unchanged
Signature Resources Capital Management, LLC67$20.9K0.01%+4+6.3%Added
Holos Integrated Wealth LLC85$21.3K0.01%−420−83.2%Reduced
Provenance Wealth Advisors, LLC69$21.5K0.00%−794−92.0%Reduced
Alpine Bank Wealth Management71$22.1K0.00%−274−79.4%Reduced
Evolution Advisers, Inc.75$23.0K0.01%00.0%Unchanged
Red Tortoise LLC74$23.1K0.01%−7−8.6%Reduced
Graney & King, LLC74$23.2K0.02%+14+23.3%Added
Rialto Wealth Management, LLC76$23.7K0.01%−44−36.7%Reduced