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 |
|---|---|---|---|---|---|
| North Star Investment Management Corp. | 1,693 | $528.2K | 0.04% | −58−3.3% | Reduced |
| Root Financial Partners, LLC | 1,693 | $528.2K | 0.05% | +263+18.4% | Added |
| MJP Associates Inc | 1,693 | $528.2K | 0.08% | −99−5.5% | Reduced |
| D.B. Root & Company, LLC | 1,694 | $528.5K | 0.16% | +1,694 | New |
| Convergence Investment Partners, LLC | 1,697 | $529.4K | 0.13% | −134−7.3% | Reduced |
| Full Sail Capital, LLC | 1,699 | $530.0K | 0.03% | +311+22.4% | Added |
| Aviso Wealth Management | 1,700 | $530.3K | 0.25% | −131−7.2% | Reduced |
| Waters Parkerson & Co., LLC | 1,700 | $530.3K | 0.03% | +574+51.0% | Added |
| Asset Management Group, Inc. | 1,702 | $530.9K | 0.09% | −71−4.0% | Reduced |
| Jump Financial, LLC | 1,702 | $531.0K | 0.01% | +1,702 | New |
| Kellett Schaffner Wealth Advisors LLC | 1,704 | $531.6K | 0.35% | +41+2.5% | Added |
| Analyst IMS Investment Management Services Ltd. | 1,707 | $533.0K | 0.02% | −1,698−49.9% | Reduced |
| Paladin Advisory Group, LLC | 1,710 | $533.5K | 0.41% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 1,711 | $533.9K | 0.05% | +127+8.0% | Added |
| VeraBank, N.A. | 1,716 | $535.3K | 0.11% | +419+32.3% | Added |
| Camden National Bank | 1,717 | $535.7K | 0.08% | −320−15.7% | Reduced |
| Silver Oak Securities, Inc | 1,719 | $536.2K | 0.04% | −1,089−38.8% | Reduced |
| Atlas Private Wealth Advisors | 1,719 | $536.4K | 0.07% | −72−4.0% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 1,720 | $536.6K | 0.06% | 00.0% | Unchanged |
| Wisconsin Wealth Advisors, LLC | 1,726 | $538.4K | 0.62% | +953+123.3% | Added |
| True North Advisors, LLC | 1,728 | $539.0K | 0.10% | +139+8.7% | Added |
| SFMG, LLC | 1,731 | $540.0K | 0.04% | +90+5.5% | Added |
| FRG Family Wealth Advisors LLC | 1,732 | $540.3K | 0.09% | −55−3.1% | Reduced |
| Phillips Wealth Planners LLC | 1,758 | $540.9K | 0.49% | −1,086−38.2% | Reduced |
| Invera Wealth Advisors, LLC | 1,735 | $541.3K | 0.35% | +9+0.5% | Added |
| Avidian Wealth Solutions, LLC | 1,736 | $541.7K | 0.02% | −713−29.1% | Reduced |
| Certified Advisory Corp | 1,738 | $542.2K | 0.06% | −1,924−52.5% | Reduced |
| Coco Enterprises, LLC | 1,739 | $542.5K | 0.31% | +1,739 | New |
| Valtinson Bruner Financial Planning LLC | 1,747 | $544.9K | 0.17% | −5−0.3% | Reduced |
| Presidio Capital Management, LLC | 1,747 | $545.0K | 0.21% | −8−0.5% | Reduced |
| Affinity Investment Advisors, LLC | 1,749 | $545.6K | 0.41% | −2,648−60.2% | Reduced |
| Synergy Investment Management, LLC | 1,754 | $547.1K | 0.33% | −17−1.0% | Reduced |
| Summit Financial Strategies, Inc. | 1,754 | $547.2K | 0.05% | +337+23.8% | Added |
| My Personal CFO, LLC | 1,754 | $547.2K | 0.25% | −47−2.6% | Reduced |
| Broadwater Capital Management LLC | 547,195 | $547.2K | 0.43% | +545,441+31,097.0% | Added |
| Burns J W & Co Inc | 1,755 | $547.5K | 0.07% | −11,199−86.5% | Reduced |
| Allstate Corp | 1,757 | $548.1K | 0.04% | −30,115−94.5% | Reduced |
| Riverbend Wealth Management, LLC | 1,761 | $549.5K | 0.42% | −812−31.6% | Reduced |
| Arcus Capital Partners, LLC | 1,768 | $551.5K | 0.24% | +113+6.8% | Added |
| Granite Harbor Advisors, Inc. | 1,775 | $553.7K | 0.26% | +473+36.3% | Added |
| Morey & Quinn Wealth Partners, LLC | 1,778 | $554.8K | 0.44% | +77+4.5% | Added |
| Profit Investment Management, LLC | 1,790 | $558.4K | 0.50% | −50−2.7% | Reduced |
| Northern Financial Advisors Inc | 1,797 | $560.6K | 0.42% | −1,134−38.7% | Reduced |
| Foundation Wealth Management, LLC | 1,797 | $560.8K | 0.24% | +32+1.8% | Added |
| Sivia Capital Partners, LLC | 1,797 | $560.8K | 0.19% | −1,213−40.3% | Reduced |
| Capital Management Associates | 1,800 | $561.5K | 0.92% | 00.0% | Unchanged |
| RiverGlades Family Offices LLC | 1,800 | $561.5K | 0.37% | +200+12.5% | Added |
| Wealth Group Ltd | 1,803 | $562.5K | 0.14% | +125+7.4% | Added |
| Forefront Wealth Partners, LLC | 1,114 | $563.5K | 0.39% | +66+6.3% | Added |
| Sierra Capital LLC | 1,807 | $564.0K | 0.07% | −12−0.7% | Reduced |
| First American Trust, FSB | 1,811 | $565.1K | 0.05% | −3−0.2% | Reduced |
| Redhawk Wealth Advisors, Inc. | 1,812 | $565.4K | 0.07% | +1,175+184.5% | Added |
| Astoria Portfolio Advisors LLC. | 2,030 | $565.4K | 0.16% | −611−23.1% | Reduced |
| Midland Wealth Advisors LLC | 1,818 | $567.2K | 0.03% | −262−12.6% | Reduced |
| United Advisor Group, LLC | 1,830 | $571.0K | 0.10% | −43−2.3% | Reduced |
| AXS Investments LLC | 1,831 | $571.2K | 0.23% | −886−32.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,831 | $571.2K | 0.00% | +2+0.1% | Added |
| Mosaic Family Wealth Partners, LLC | 1,833 | $571.8K | 0.07% | −70−3.7% | Reduced |
| Buska Wealth Management, LLC | 1,838 | $573.2K | 0.16% | +344+23.0% | Added |
| Ethos Financial Group, LLC | 1,838 | $573.5K | 0.05% | −453−19.8% | Reduced |
| Castleview Partners, LLC | 1,839 | $573.7K | 0.37% | +1,408+326.7% | Added |
| Unique Wealth Strategies, LLC | 1,840 | $573.9K | 0.24% | −332−15.3% | Reduced |
| Chung Wu Investment Group, LLC | 1,840 | $574.0K | 0.60% | −4,583−71.4% | Reduced |
| Inspire Advisors, LLC | 1,840 | $574.1K | 0.06% | +198+12.1% | Added |
| Rooted Wealth Advisors, Inc. | 1,890 | $574.7K | 0.20% | +972+105.9% | Added |
| Parsonex Advisory Services, Inc. | 1,844 | $575.3K | 0.48% | +1,844 | New |
| Abacus Planning Group, Inc. | 1,850 | $577.1K | 0.09% | −483−20.7% | Reduced |
| First Business Financial Services, Inc. | 1,858 | $579.6K | 0.05% | −2,863−60.6% | Reduced |
| Heck Capital Advisors, LLC | 1,859 | $580.1K | 0.05% | +396+27.1% | Added |
| Centurion Wealth Management LLC | 1,868 | $582.7K | 0.17% | −1,157−38.2% | Reduced |
| BCS Wealth Management | 1,871 | $584.0K | 0.13% | +248+15.3% | Added |
| Moseley Investment Management Inc | 1,873 | $584.3K | 0.20% | −650−25.8% | Reduced |
| Ashton Thomas Securities, LLC | 2,209 | $584.6K | 0.14% | +793+56.0% | Added |
| Fairscale Capital, LLC | 2,345 | $585.1K | 0.43% | −147−5.9% | Reduced |
| Ameriflex Group, Inc. | 1,938 | $586.5K | 0.31% | +92+5.0% | Added |
| Landing Point Financial Group, LLC | 1,882 | $587.0K | 0.37% | −111−5.6% | Reduced |
| Persium Advisors, LLC | 1,887 | $588.7K | 0.49% | +709+60.2% | Added |
| Sunflower Bank, N.A. | 1,888 | $589.0K | 0.15% | +142+8.1% | Added |
| White Lighthouse Investment Management Inc. | 1,889 | $589.3K | 0.10% | −140−6.9% | Reduced |
| Peoples Bank | 1,889 | $589.3K | 0.40% | +212+12.6% | Added |
| 1st Source Bank | 1,895 | $591.2K | 0.03% | +260+15.9% | Added |
| Asset Planning,Inc | 1,900 | $592.7K | 0.45% | +61+3.3% | Added |
| B.O.S.S. Retirement Advisors, LLC | 1,909 | $595.4K | 0.15% | −133−6.5% | Reduced |
| Keb Asset Management, LLC | 1,909 | $595.6K | 0.15% | −25−1.3% | Reduced |
| American State Bank (Iowa) | 1,916 | $597.7K | 0.33% | +525+37.7% | Added |
| Sherbrooke Park Advisers LLC | 1,919 | $598.7K | 0.26% | +1,919 | New |
| McLean Asset Management Corp | 1,947 | $598.8K | 0.16% | −113−5.5% | Reduced |
| Smart Portfolios, LLC | 1,922 | $599.6K | 0.60% | +65+3.5% | Added |
| K.J. Harrison & Partners Inc | 1,924 | $600.2K | 0.10% | −7,951−80.5% | Reduced |
| Capital Market Strategies LLC | 1,924 | $600.2K | 0.42% | +275+16.7% | Added |
| Roehl & Yi Investment Advisors, LLC | 1,925 | $600.5K | 0.31% | −260−11.9% | Reduced |
| Twin Focus Capital Partners, LLC | 1,925 | $600.5K | 0.08% | +1,925 | New |
| Wealthstream Advisors, Inc. | 1,927 | $601.1K | 0.10% | +8+0.4% | Added |
| KC Investment Advisors, LLC | 1,931 | $602.4K | 0.21% | −1,429−42.5% | Reduced |
| Invenio Wealth Partners LLC | 1,936 | $604.0K | 0.24% | +372+23.8% | Added |
| Cyr Financial Inc. | 1,942 | $605.8K | 0.47% | +356+22.4% | Added |
| Cantor Fitzgerald, L. P. | 1,942 | $605.8K | 0.01% | +1,942 | New |
| FSB Premier Wealth Management, Inc. | 1,945 | $606.9K | 0.22% | +10+0.5% | Added |
| Sovran Advisors, LLC | 1,974 | $607.3K | 0.06% | −269−12.0% | Reduced |
| Sargent Investment Group, LLC | 2,478 | $609.0K | 0.08% | −3,377−57.7% | Reduced |