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 |
|---|---|---|---|---|---|
| WealthTrust Axiom LLC | 1,959 | $611.1K | 0.18% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 1,967 | $613.7K | 0.04% | +491+33.3% | Added |
| Longfellow Investment Management Co LLC | 1,969 | $614.3K | 0.15% | +1,951+10,838.9% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 1,969 | $614.4K | 0.18% | +605+44.4% | Added |
| City State Bank | 1,970 | $614.6K | 0.19% | +441+28.8% | Added |
| United Community Bank | 1,971 | $614.9K | 0.21% | −192−8.9% | Reduced |
| Riverwater Partners LLC | 1,972 | $615.2K | 0.29% | −784−28.4% | Reduced |
| Franklin Street Advisors Inc | 1,977 | $617.0K | 0.04% | +24+1.2% | Added |
| Elevated Capital Advisors, LLC | 1,186 | $621.3K | 0.17% | 00.0% | Unchanged |
| Lumbard & Kellner, LLC | 2,000 | $623.9K | 0.27% | 00.0% | Unchanged |
| Enhancing Capital LLC | 2,000 | $623.9K | 0.48% | 00.0% | Unchanged |
| Crux Wealth Advisors | 2,002 | $624.6K | 0.27% | +192+10.6% | Added |
| Aprio Wealth Management, LLC | 2,016 | $629.0K | 0.07% | +545+37.0% | Added |
| Vanguard Capital Wealth Advisors | 2,018 | $629.6K | 0.62% | +2,018 | New |
| Sound Income Strategies, LLC | 2,021 | $630.4K | 0.04% | −378−15.8% | Reduced |
| Douglass Winthrop Advisors, LLC | 2,026 | $632.1K | 0.01% | −9,662−82.7% | Reduced |
| BFSG, LLC | 2,031 | $633.6K | 0.07% | +47+2.4% | Added |
| Rogco, LP | 2,032 | $633.9K | 0.24% | +368+22.1% | Added |
| Gateway Wealth Partners, LLC | 2,042 | $637.0K | 0.12% | +789+63.0% | Added |
| Godshalk Welsh Capital Management, Inc. | 2,045 | $638.0K | 0.39% | −45−2.2% | Reduced |
| Thrive Wealth Management, LLC | 2,046 | $638.1K | 0.10% | +327+19.0% | Added |
| Gratus Wealth Advisors, LLC | 2,048 | $638.9K | 0.10% | −304−12.9% | Reduced |
| Cornerstone Wealth Management, LLC | 2,055 | $641.2K | 0.04% | +166+8.8% | Added |
| Yoffe Investment Management, LLC | 2,057 | $641.6K | 0.88% | +10.0% | Added |
| Berkeley Capital Partners, LLC | 2,058 | $642.0K | 0.16% | −248−10.8% | Reduced |
| Lewis Asset Management, LLC | 2,060 | $642.7K | 0.30% | +692+50.6% | Added |
| Weinberger Asset Management, Inc | 2,064 | $644.0K | 0.25% | −133−6.1% | Reduced |
| West Paces Advisors Inc. | 2,069 | $645.5K | 0.14% | +493+31.3% | Added |
| Diamant Asset Management, Inc. | 2,070 | $645.8K | 0.49% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 2,072 | $646.5K | 0.18% | −164−7.3% | Reduced |
| Essex Savings Bank | 2,075 | $647.3K | 0.15% | −366−15.0% | Reduced |
| LJI Wealth Management, LLC | 2,075 | $647.3K | 0.11% | +1,340+182.3% | Added |
| Golden State Equity Partners | 2,076 | $647.8K | 0.12% | −1,215−36.9% | Reduced |
| HCR Wealth Advisors | 2,077 | $648.0K | 0.08% | −46−2.2% | Reduced |
| Patrick M Sweeney & Associates, Inc | 2,100 | $648.0K | 0.45% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 2,081 | $649.3K | 0.24% | +262+14.4% | Added |
| Drive Wealth Management, LLC | 2,082 | $649.6K | 0.14% | −1,952−48.4% | Reduced |
| Simmons Bank | 2,091 | $652.3K | 0.05% | −7,504−78.2% | Reduced |
| Cassia Capital Partners, LLC | 2,094 | $653.2K | 0.39% | +93+4.6% | Added |
| Stiles Financial Services Inc | 2,094 | $653.2K | 0.23% | −603−22.4% | Reduced |
| CoreCap Advisors, LLC | 2,095 | $653.6K | 0.03% | +256+13.9% | Added |
| Aspire Private Capital, LLC | 2,103 | $656.0K | 0.15% | +42+2.0% | Added |
| Bridgefront Capital, LLC | 2,106 | $657.0K | 0.17% | +2,106 | New |
| Lodestone Wealth Management LLC | 2,111 | $658.7K | 0.32% | +2,111 | New |
| Nations Financial Group Inc, | 2,111 | $658.8K | 0.05% | −6,593−75.7% | Reduced |
| Johnson & White Wealth Management, LLC | 2,118 | $661.0K | 0.33% | +320+17.8% | Added |
| Wallace Capital Management Inc. | 2,119 | $661.1K | 0.09% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 2,122 | $662.0K | 0.14% | 00.0% | Unchanged |
| Adirondack Trust Co | 2,126 | $663.2K | 0.24% | −374−15.0% | Reduced |
| Farmers Trust Co | 2,129 | $664.2K | 0.12% | +634+42.4% | Added |
| 49 Wealth Management, LLC | 2,131 | $664.7K | 0.07% | +371+21.1% | Added |
| 44 Wealth Management LLC | 2,140 | $667.6K | 0.24% | +630+41.7% | Added |
| Amica Retiree Medical Trust | 2,143 | $668.0K | 0.96% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 2,141 | $668.1K | 0.32% | −414−16.2% | Reduced |
| Requisite Capital Management, LLC | 2,148 | $670.1K | 0.15% | +2,148 | New |
| Florida Financial Advisors, LLC | 2,150 | $670.7K | 0.22% | −145−6.3% | Reduced |
| Element Pointe Advisors, LLC | 2,151 | $671.0K | 0.16% | +1,558+262.7% | Added |
| Sand Hill Global Advisors, LLC | 2,163 | $674.9K | 0.03% | −230−9.6% | Reduced |
| Ames National Corp | 2,174 | $678.2K | 0.44% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 2,175 | $678.4K | 0.24% | +921+73.4% | Added |
| Covenant Partners, LLC | 2,178 | $679.5K | 0.20% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,179 | $679.8K | 0.08% | −429−16.4% | Reduced |
| Taylor Hoffman Capital Management LLC | 2,184 | $681.3K | 0.23% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 2,187 | $682.2K | 0.19% | −18−0.8% | Reduced |
| Lion Street Advisors, LLC | 2,187 | $682.3K | 0.21% | +1,480+209.3% | Added |
| Congress Asset Management Co | 2,202 | $687.0K | 0.00% | −1,501−40.5% | Reduced |
| Ninety One North America, Inc. | 2,204 | $687.6K | 0.03% | −400−15.4% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 2,204 | $687.6K | 0.54% | −214−8.9% | Reduced |
| AA Financial Advisors, LLC | 2,205 | $687.9K | 0.15% | +367+20.0% | Added |
| Capital Advisory Group Advisory Services, LLC | 2,207 | $688.5K | 0.25% | −27−1.2% | Reduced |
| Echo Wealth Management, LLC | 2,216 | $691.3K | 0.42% | +104+4.9% | Added |
| Terry L. Blaker | 2,217 | $691.6K | 0.03% | −13,018−85.4% | Reduced |
| Everhart Financial Group, Inc. | 2,219 | $692.3K | 0.08% | −2,316−51.1% | Reduced |
| CoreFirst Bank & Trust | 2,219 | $692.3K | 0.39% | −74−3.2% | Reduced |
| LPWM LLC | 2,226 | $694.4K | 0.20% | −382−14.6% | Reduced |
| Evermay Wealth Management LLC | 2,229 | $695.4K | 0.09% | −184−7.6% | Reduced |
| TCM Advisors, LLC | – | $696.6K | 0.58% | – | – |
| Sovereign Financial Group, Inc. | 2,249 | $701.6K | 0.14% | +69+3.2% | Added |
| Financial Advocates Investment Management | 2,257 | $704.3K | 0.06% | −1,510−40.1% | Reduced |
| Clear Creek Financial Management, LLC | 2,260 | $705.0K | 0.07% | +523+30.1% | Added |
| Resolute Wealth Strategies, LLC | 2,261 | $705.3K | 0.38% | −9−0.4% | Reduced |
| National Wealth Management Group, LLC | 2,264 | $706.2K | 0.40% | +2,264 | New |
| Harbor Group, Inc. | 2,264 | $706.3K | 0.13% | +1,864+466.0% | Added |
| CNB Bank | 2,264 | $706.3K | 0.33% | −1,631−41.9% | Reduced |
| SC&H Financial Advisors, Inc. | 2,267 | $707.3K | 0.12% | +23+1.0% | Added |
| Cerro Pacific Wealth Advisors LLC | 2,270 | $708.2K | 0.20% | −64−2.7% | Reduced |
| Crews Bank & Trust | 2,271 | $708.5K | 0.11% | −92−3.9% | Reduced |
| Prosperity Financial Group, Inc. | 2,272 | $708.8K | 0.30% | +352+18.3% | Added |
| Lakeshore Capital Group, Inc. | 2,272 | $708.9K | 0.63% | +977+75.4% | Added |
| Integrated Investment Consultants, LLC | 2,279 | $711.1K | 0.14% | −365−13.8% | Reduced |
| Topsail Wealth Management, LLC | 2,281 | $711.6K | 0.13% | −124−5.2% | Reduced |
| State of Wyoming | 2,294 | $715.7K | 0.09% | +920+67.0% | Added |
| Willner & Heller, LLC | 2,297 | $716.6K | 0.60% | −1,313−36.4% | Reduced |
| Bank of Stockton | 2,297 | $716.6K | 0.21% | −374−14.0% | Reduced |
| MCF Advisors LLC | 2,312 | $721.2K | 0.05% | −91−3.8% | Reduced |
| PFW Advisors LLC | 2,314 | $721.9K | 0.22% | −627−21.3% | Reduced |
| OV Management LLC | 2,317 | $722.8K | 0.61% | −2,450−51.4% | Reduced |
| BSW Wealth Partners | 2,334 | $728.3K | 0.10% | −339−12.7% | Reduced |
| Meadow Creek Wealth Advisors LLC | 2,337 | $728.9K | 0.49% | −243−9.4% | Reduced |
| Bollard Group LLC | 2,337 | $729.0K | 0.02% | −9,737−80.6% | Reduced |