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
- 3,185
- −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
- 1,437 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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tompkins Financial Corp | 1,493 | $465.8K | 0.04% | −600−28.7% | Reduced |
| Crawford Investment Counsel Inc | 1,494 | $466.1K | 0.01% | −227−13.2% | Reduced |
| Hohimer Wealth Management, LLC | 1,494 | $466.2K | 0.08% | −92−5.8% | Reduced |
| Capital Advisors Wealth Management, LLC | 1,497 | $467.2K | 0.07% | +839+127.5% | Added |
| Brave Warrior Advisors, LLC | 1,499 | $467.6K | 0.01% | +1,000+200.4% | Added |
| BG Investment Services, Inc. | 1,506 | $467.9K | 0.58% | −28−1.8% | Reduced |
| Fifth Lane Capital, LP | 1,500 | $468.0K | 0.57% | +1,500 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,501 | $468.3K | 0.03% | +690+85.1% | Added |
| Birch Financial Group, LLC | 1,503 | $468.8K | 0.37% | +960+176.8% | Added |
| PrairieView Partners, LLC | 1,506 | $469.0K | 0.05% | +139+10.2% | Added |
| Corundum Trust Company, INC | 1,508 | $470.5K | 1.24% | −112−6.9% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 1,512 | $472.0K | 0.02% | +254+20.2% | Added |
| Dunhill Financial, LLC | 1,514 | $472.4K | 0.14% | +1,138+302.7% | Added |
| Grassi Investment Management | 1,517 | $473.0K | 0.04% | +167+12.4% | Added |
| Detalus Advisors, LLC | 1,521 | $474.6K | 0.14% | −19−1.2% | Reduced |
| North Ridge Wealth Advisors, Inc. | 1,523 | $475.1K | 0.29% | −360−19.1% | Reduced |
| First National Bank Sioux Falls | 1,525 | $475.8K | 0.17% | 00.0% | Unchanged |
| Mindset Wealth Management, LLC | 1,526 | $476.1K | 0.16% | +283+22.8% | Added |
| Gilbert & Cook, Inc. | 1,528 | $476.7K | 0.06% | −77−4.8% | Reduced |
| Summit Wealth Partners, LLC | 1,528 | $476.8K | 0.09% | +38+2.6% | Added |
| RFP Financial Group LLC | 1,529 | $477.0K | 0.20% | +4+0.3% | Added |
| DT Investment Partners, LLC | 1,533 | $478.3K | 0.04% | 00.0% | Unchanged |
| Net Worth Advisory Group | 1,535 | $478.8K | 0.11% | −2,107−57.9% | Reduced |
| Cache Advisors, LLC | 1,535 | $478.9K | 0.13% | +573+59.6% | Added |
| Fairfield Financial Advisors, LTD | 1,536 | $479.0K | 0.17% | −836−35.2% | Reduced |
| Verum Partners LLC | 1,540 | $480.6K | 0.11% | +28+1.9% | Added |
| Arlington Trust Co LLC | 1,542 | $481.1K | 0.09% | −587−27.6% | Reduced |
| Lifeworks Advisors, LLC | 1,543 | $481.4K | 0.07% | +67+4.5% | Added |
| Buttonwood Financial Advisors Inc. | 1,544 | $481.7K | 0.19% | −122−7.3% | Reduced |
| Winthrop Advisory Group LLC | 1,545 | $482.0K | 0.05% | +359+30.3% | Added |
| Kavar Capital Partners Group, LLC | 1,546 | $482.3K | 0.07% | +200+14.9% | Added |
| Spirit of America Management Corp | 1,550 | $483.6K | 0.10% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 1,552 | $484.2K | 0.18% | +400+34.7% | Added |
| TRUE Private Wealth Advisors | 1,552 | $484.2K | 0.05% | +1,109+250.3% | Added |
| Bluesphere Advisors, LLC | 1,555 | $485.1K | 0.24% | +1,555 | New |
| Spectrum Planning & Advisory Services Inc. | 1,555 | $485.2K | 0.31% | +1,555 | New |
| Balentine LLC | 1,563 | $487.6K | 0.02% | +721+85.6% | Added |
| Womack Financial LLC | 1,572 | $490.4K | 0.41% | +123+8.5% | Added |
| Measured Wealth Private Client Group, LLC | 1,573 | $490.7K | 0.15% | +167+11.9% | Added |
| Alpha Family Trust | 1,575 | $491.4K | 0.24% | −245−13.5% | Reduced |
| Cypress Wealth Services, LLC | 1,578 | $492.3K | 0.09% | +175+12.5% | Added |
| Fullerton Fund Management Co Ltd. | 1,580 | $492.9K | 0.02% | −576−26.7% | Reduced |
| Aspen Wealth Strategies, LLC | 1,592 | $496.6K | 0.30% | −153−8.8% | Reduced |
| Texas Capital Bancshares Inc | 1,594 | $497.3K | 0.18% | −6−0.4% | Reduced |
| Gries Financial LLC | 1,600 | $499.1K | 0.09% | −3,356−67.7% | Reduced |
| Harbor Advisors LLC | 1,600 | $499.2K | 0.08% | +1,100+220.0% | Added |
| NFP Retirement, Inc. | 1,602 | $499.7K | 0.03% | +400+33.3% | Added |
| Navellier & Associates Inc | 1,602 | $499.9K | 0.06% | +9+0.6% | Added |
| Axis Wealth Partners, LLC | 1,603 | $500.0K | 0.33% | +14+0.9% | Added |
| McElhenny Sheffield Capital Management, LLC | 1,603 | $500.1K | 0.13% | +570+55.2% | Added |
| MRP Capital Investments, LLC | 1,605 | $500.7K | 0.34% | −808−33.5% | Reduced |
| Keystone Financial Group | 1,657 | $500.8K | 0.05% | −1,090−39.7% | Reduced |
| Founders Financial Alliance, LLC | 1,615 | $503.9K | 0.11% | −102−5.9% | Reduced |
| Absolute Capital Management, LLC | 1,616 | $504.1K | 0.25% | +1,616 | New |
| Pines Wealth Management, LLC | 1,635 | $504.6K | 0.18% | −549−25.1% | Reduced |
| 360 Financial, Inc. | 1,617 | $504.6K | 0.16% | +450+38.6% | Added |
| 3Chopt Investment Partners, LLC | 1,622 | $506.0K | 0.12% | −422−20.6% | Reduced |
| Maxele Advisors, LLC | 1,626 | $507.2K | 0.44% | −267−14.1% | Reduced |
| James Investment Research Inc | 1,627 | $507.6K | 0.06% | −16,528−91.0% | Reduced |
| Sunburst Financial Group, LLC | 1,629 | $508.3K | 0.11% | −452−21.7% | Reduced |
| Berbice Capital Management LLC | 1,630 | $508.5K | 0.36% | −4,000−71.0% | Reduced |
| Northwest Bancshares, Inc. | 1,630 | $508.5K | 0.09% | −10−0.6% | Reduced |
| Compagnie Lombard Odier SCmA | 1,636 | $510.4K | 0.01% | −35,625−95.6% | Reduced |
| Portside Wealth Group, LLC | 1,636 | $510.4K | 0.08% | −4,407−72.9% | Reduced |
| Iams Wealth Management, LLC | 1,637 | $510.7K | 0.23% | +23+1.4% | Added |
| LRI Investments, LLC | 18,294 | $511.3K | 0.04% | −454−2.4% | Reduced |
| Headlands Technologies LLC | 1,639 | $511.3K | 0.06% | +1,639 | New |
| Tudor Financial Inc. | 1,643 | $512.7K | 0.29% | −85−4.9% | Reduced |
| Summit Wealth Group, LLC | 1,645 | $513.0K | 0.13% | 00.0% | Unchanged |
| Droms Strauss Advisors Inc | 1,645 | $513.2K | 0.16% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 1,646 | $513.3K | 0.09% | −2,256−57.8% | Reduced |
| Stephenson National Bank & Trust | 1,646 | $513.5K | 0.17% | +278+20.3% | Added |
| Sage Private Wealth Group, LLC | 1,651 | $515.2K | 0.33% | +857+107.9% | Added |
| PUREfi Wealth, LLC | 1,653 | $515.7K | 0.41% | +961+138.9% | Added |
| Cape Investment Advisory, Inc. | 1,654 | $516.0K | 0.19% | +98+6.3% | Added |
| CLG LLC | 1,655 | $516.4K | 0.16% | +142+9.4% | Added |
| AllSquare Wealth Management LLC | 1,657 | $516.9K | 0.29% | +650+64.5% | Added |
| Financial Advisory Corp | 1,659 | $518.0K | 0.16% | +1,113+203.8% | Added |
| AGH Wealth Advisors, LLC | 1,661 | $518.2K | 0.43% | −524−24.0% | Reduced |
| New Republic Capital, LLC | 1,664 | $519.1K | 0.18% | −287−14.7% | Reduced |
| ABN AMRO Bank N.V. | 1,659 | $520.4K | 0.01% | −9,188−84.7% | Reduced |
| BridgePort Financial Solutions, LLC | 1,669 | $520.5K | 0.17% | +133+8.7% | Added |
| Volterra Technologies LP | 1,670 | $521.0K | 0.70% | +1,670 | New |
| Coppell Advisory Solutions LLC | 1,686 | $521.2K | 0.06% | −3,247−65.8% | Reduced |
| Hamilton Point Investment Advisors, LLC | 1,671 | $521.2K | 0.09% | +67+4.2% | Added |
| Waddell & Associates, LLC | 1,671 | $521.2K | 0.06% | +664+65.9% | Added |
| Lavaca Capital LLC | 1,671 | $521.3K | 0.21% | +106+6.8% | Added |
| Atom Investors LP | 1,671 | $521.3K | 0.05% | +701+72.3% | Added |
| Arvest Bank Trust Division | 1,673 | $521.9K | 0.03% | +26+1.6% | Added |
| Intellus Advisors LLC | 1,673 | $521.9K | 0.08% | +145+9.5% | Added |
| Code Waechter LLC | 1,675 | $522.6K | 0.37% | +486+40.9% | Added |
| Childress Capital Advisors, LLC | 1,677 | $523.0K | 0.13% | −883−34.5% | Reduced |
| Proathlete Wealth Management LLC | 1,673 | $523.1K | 0.17% | +11+0.7% | Added |
| ASB Consultores, LLC | 1,681 | $524.6K | 0.35% | +162+10.7% | Added |
| Apella Capital, LLC | 1,733 | $526.2K | 0.01% | +51+3.0% | Added |
| Claris Advisors, LLC | 1,687 | $526.3K | 0.18% | +67+4.1% | Added |
| WealthBridge Capital Management, LLC | 1,687 | $526.3K | 0.13% | −110−6.1% | Reduced |
| Davies Financial Advisors, Inc. | 1,691 | $527.7K | 0.41% | −9−0.5% | Reduced |
| HF Advisory Group, LLC | 1,692 | $528.0K | 0.21% | +282+20.0% | Added |
| CVA Family Office, LLC | 1,693 | $528.2K | 0.07% | −769−31.2% | Reduced |