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 |
|---|---|---|---|---|---|
| Rydar Equities, Inc. | 2,337 | $729.2K | 0.58% | +2,337 | New |
| Boreal Capital Management LLC | 2,340 | $730.0K | 0.60% | +2,340 | New |
| Cornerstone Wealth Group, LLC | 2,341 | $730.2K | 0.05% | −12,194−83.9% | Reduced |
| Medallion Wealth Advisors, LLC | 2,263 | $730.6K | 0.28% | +178+8.5% | Added |
| Pinnacle Bancorp, Inc. | 2,343 | $730.9K | 0.23% | +102+4.6% | Added |
| Operose Advisors LLC | 2,347 | $732.2K | 0.21% | +798+51.5% | Added |
| Cim Investment Mangement Inc | 2,350 | $733.1K | 0.14% | −11−0.5% | Reduced |
| Nicolet Bankshares Inc | 2,351 | $733.4K | 0.13% | +25+1.1% | Added |
| Breakwater Capital Group | 2,353 | $734.1K | 0.12% | −537−18.6% | Reduced |
| Three Seasons Wealth, LLC | 2,358 | $735.6K | 0.08% | +24+1.0% | Added |
| Cornerstone Wealth Advisors, Inc. | 2,360 | $736.4K | 0.19% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 2,363 | $737.2K | 0.15% | +2,123+884.6% | Added |
| SeaCrest Wealth Management, LLC | 2,366 | $738.2K | 0.08% | −104−4.2% | Reduced |
| Smith, Moore & Co. | 2,368 | $738.9K | 0.06% | +146+6.6% | Added |
| CFO4Life Group, LLC | 2,378 | $741.9K | 0.12% | −155−6.1% | Reduced |
| DB Fitzpatrick & Co, Inc | 2,379 | $742.2K | 0.66% | +152+6.8% | Added |
| Armstrong Advisory Group, Inc | 2,385 | $744.0K | 0.06% | +325+15.8% | Added |
| Cladis Investment Advisory, LLC | 2,386 | $744.4K | 0.47% | +285+13.6% | Added |
| Highview Capital Management LLC | 2,387 | $744.7K | 0.29% | −136−5.4% | Reduced |
| EPG Wealth Management LLC | 2,390 | $745.6K | 0.22% | +259+12.2% | Added |
| Tiemann Investment Advisors, LLC | 2,393 | $746.5K | 0.31% | −276−10.3% | Reduced |
| Uncommon Cents Investing LLC | 2,395 | $747.2K | 0.20% | +260+12.2% | Added |
| George Kaiser Family Foundation | 2,395 | $747.2K | 0.11% | +1,295+117.7% | Added |
| Vivaldi Capital Management, LLC | 2,396 | $747.5K | 0.11% | −207−8.0% | Reduced |
| Quotient Wealth Partners, LLC | 2,400 | $748.8K | 0.02% | −764−24.1% | Reduced |
| Clarendon Private LLC | 2,402 | $749.3K | 0.72% | −248−9.4% | Reduced |
| South Plains Financial, Inc. | 2,411 | $752.1K | 0.53% | +92+4.0% | Added |
| Camelot Portfolios, LLC | 2,412 | $752.6K | 0.45% | +1,552+180.5% | Added |
| Eqis Capital Management, Inc. | 2,430 | $758.0K | 0.06% | −1,873−43.5% | Reduced |
| Kanawha Capital Management LLC | 2,433 | $759.0K | 0.06% | +778+47.0% | Added |
| Empirical Asset Management, LLC | 2,436 | $760.0K | 0.23% | +1,176+93.3% | Added |
| Richardson Financial Services Inc. | 2,333 | $760.8K | 0.51% | −62−2.6% | Reduced |
| 1776 Wealth LLC | 2,440 | $761.2K | 0.31% | −15−0.6% | Reduced |
| Kingdom Financial Group LLC. | 2,444 | $762.4K | 0.67% | +2,005+456.7% | Added |
| Nabity-Jensen Investment Management Inc | 2,448 | $763.7K | 0.56% | −312−11.3% | Reduced |
| Westover Capital Advisors, LLC | 2,457 | $766.5K | 0.15% | −3,944−61.6% | Reduced |
| Cornercap Investment Counsel Inc | 2,457 | $766.5K | 0.40% | +2,457 | New |
| Onefund, LLC | 2,458 | $767.0K | 0.55% | −27−1.1% | Reduced |
| NWF Advisory Services Inc. | 2,468 | $770.1K | 0.09% | +1,861+306.6% | Added |
| Generation Capital Management LLC | 2,471 | $770.9K | 0.61% | +2,471 | New |
| Canandaigua National Bank & Trust Co | 2,477 | $772.8K | 0.07% | −822−24.9% | Reduced |
| Prairie Wealth Advisors, Inc. | 2,478 | $773.0K | 0.33% | −70−2.7% | Reduced |
| Jamison Private Wealth Management, Inc. | 2,486 | $775.7K | 0.11% | +1,138+84.4% | Added |
| California First Leasing Corp | 2,489 | $776.5K | 0.32% | 00.0% | Unchanged |
| Trust Co of the South | 2,489 | $776.5K | 0.14% | +76+3.1% | Added |
| Brookwood Investment Group LLC | 2,493 | $777.7K | 0.13% | −735−22.8% | Reduced |
| Marathon Asset Management LP | 2,500 | $779.9K | 1.86% | +2,500 | New |
| Austin Private Wealth, LLC | 2,501 | $780.1K | 0.06% | −254−9.2% | Reduced |
| EdgeRock Capital LLC | 2,474 | $780.2K | 0.25% | +859+53.2% | Added |
| Cromwell Holdings LLC | 2,505 | $781.5K | 0.47% | −260−9.4% | Reduced |
| Sompo Asset Management Co., Ltd. | 2,510 | $783.0K | 0.14% | −10−0.4% | Reduced |
| Natural Investments, LLC | 2,514 | $784.0K | 0.20% | +215+9.4% | Added |
| Sierra Summit Advisors LLC | 2,520 | $786.2K | 0.14% | −469−15.7% | Reduced |
| Calton & Associates, Inc. | 2,533 | $790.3K | 0.14% | −341−11.9% | Reduced |
| Aigen Investment Management, LP | 2,541 | $792.7K | 0.11% | −5,879−69.8% | Reduced |
| Mach-1 Financial Group, Inc. | 2,543 | $793.3K | 0.23% | −1,483−36.8% | Reduced |
| Cardiff Park Advisors, LLC | 2,544 | $793.8K | 0.07% | +295+13.1% | Added |
| Main Street Financial Solutions, LLC | 2,546 | $794.3K | 0.06% | −130−4.9% | Reduced |
| Nicholas Hoffman & Company, LLC. | 2,547 | $794.5K | 0.02% | −377−12.9% | Reduced |
| Pictet Bank & Trust Ltd | 2,555 | $797.1K | 0.93% | −1,400−35.4% | Reduced |
| RiverFront Investment Group, LLC | 2,556 | $797.7K | 0.02% | −30,742−92.3% | Reduced |
| Alpha Financial Advisors, LLC | 2,559 | $798.3K | 0.31% | +2,559 | New |
| Semmax Financial Advisors Inc. | 3,192 | $800.8K | 0.21% | +384+13.7% | Added |
| Abundance Wealth Counselors | 2,572 | $802.0K | 0.15% | +132+5.4% | Added |
| Norden Group LLC | 2,571 | $802.2K | 0.09% | −3,453−57.3% | Reduced |
| Verity & Verity, LLC | 2,576 | $803.6K | 0.07% | +367+16.6% | Added |
| Everett Harris & Co | 2,577 | $803.9K | 0.01% | −76−2.9% | Reduced |
| Focused Wealth Management, Inc | 2,581 | $805.3K | 0.10% | +2,084+419.3% | Added |
| Patron Partners Advisors, LLC | 2,583 | $805.8K | 0.40% | +523+25.4% | Added |
| Sawgrass Asset Management LLC | 2,585 | $806.4K | 0.09% | −18,534−87.8% | Reduced |
| Gitterman Wealth Management, LLC | 2,586 | $806.8K | 0.19% | +10.0% | Added |
| Triad Wealth Partners, LLC | 2,591 | $808.2K | 0.16% | +257+11.0% | Added |
| Romano Brothers and Company | 2,596 | $809.9K | 0.10% | −1,523−37.0% | Reduced |
| Cornerstone Advisory, LLC | 2,600 | $811.1K | 0.09% | −696−21.1% | Reduced |
| BCJ Capital Management, LLC | 2,602 | $811.7K | 0.05% | −42−1.6% | Reduced |
| Semanteon Capital Management, LP | 2,607 | $813.3K | 1.23% | +587+29.1% | Added |
| Consilium Wealth Advisory, LLC | 2,618 | $816.7K | 0.34% | −2,559−49.4% | Reduced |
| Waterfront Wealth Inc. | 2,621 | $817.7K | 0.18% | −68−2.5% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,623 | $818.3K | 0.05% | −2,728−51.0% | Reduced |
| Perennial Investment Advisors, LLC | 2,625 | $818.8K | 0.08% | −134−4.9% | Reduced |
| Ambassador Advisors, LLC | 2,626 | $819.4K | 0.13% | −83−3.1% | Reduced |
| Resonant Capital Advisors, LLC | 2,628 | $819.9K | 0.05% | −367−12.3% | Reduced |
| Prentice Wealth Management LLC | 2,630 | $820.4K | 0.22% | +122+4.9% | Added |
| TigerOak Management, L.L.C. | 2,633 | $821.4K | 0.28% | −1,988−43.0% | Reduced |
| Intrua Financial, LLC | 2,639 | $823.3K | 0.12% | +622+30.8% | Added |
| Todd Asset Management LLC | 2,641 | $823.9K | 0.02% | −43,976−94.3% | Reduced |
| Redwood Investment Management, LLC | 2,645 | $825.0K | 0.09% | −762−22.4% | Reduced |
| Beacon Financial Group | 2,646 | $825.6K | 0.09% | +55+2.1% | Added |
| BancorpSouth Bank | 2,647 | $825.8K | 0.05% | +31+1.2% | Added |
| Morris Retirement Advisors, LLC | 2,665 | $831.4K | 0.39% | −456−14.6% | Reduced |
| XML Financial, LLC | 2,667 | $831.9K | 0.07% | −228−7.9% | Reduced |
| Bradyco, Inc. | 2,673 | $833.9K | 0.61% | 00.0% | Unchanged |
| TLWM | 2,677 | $835.2K | 0.16% | −59−2.2% | Reduced |
| Copperwynd Financial, LLC | 2,680 | $835.9K | 0.21% | +410+18.1% | Added |
| MUFG Securities EMEA plc | 2,681 | $836.4K | 0.04% | −8,318−75.6% | Reduced |
| Stableford Capital II LLC | 2,976 | $836.4K | 0.32% | −1,256−29.7% | Reduced |
| Brand Asset Management Group, Inc. | 2,687 | $838.3K | 0.31% | −67−2.4% | Reduced |
| Oak Hill Wealth Advisors, LLC | 2,730 | $840.1K | 0.17% | +3+0.1% | Added |
| BankPlus Trust Department | 2,693 | $840.1K | 0.25% | −287−9.6% | Reduced |
| FourThought Financial Partners, LLC | 2,699 | $841.9K | 0.08% | −15,493−85.2% | Reduced |