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 |
|---|---|---|---|---|---|
| Matauro, LLC | 2,704 | $843.4K | 0.16% | +1,700+169.3% | Added |
| Atlanta Consulting Group Advisors, LLC | 2,707 | $844.5K | 0.23% | 00.0% | Unchanged |
| WBI Investments | 2,709 | $845.1K | 0.22% | +2,105+348.5% | Added |
| Paulson Wealth Management Inc. | 2,709 | $845.1K | 0.22% | −418−13.4% | Reduced |
| Wilson & Boucher Capital Management, LLC | 2,710 | $845.3K | 0.59% | +186+7.4% | Added |
| Aspen Grove Capital, LLC | 2,720 | $848.6K | 0.14% | +1,608+144.6% | Added |
| KFG Wealth Management, LLC | 2,720 | $848.7K | 0.14% | +603+28.5% | Added |
| Tang Capital Management LLC | 2,721 | $848.8K | 0.04% | −820−23.2% | Reduced |
| Financial Security Advisor, Inc. | 2,723 | $849.5K | 0.20% | +182+7.2% | Added |
| Arbor Capital Management Inc | 3,092 | $849.6K | 0.74% | +510+19.8% | Added |
| Garrison Point Advisors, LLC | 2,731 | $852.0K | 0.39% | +110+4.2% | Added |
| Creekmur Asset Management LLC | 2,732 | $852.3K | 0.15% | +579+26.9% | Added |
| American Money Management, LLC | 2,734 | $852.9K | 0.15% | +345+14.4% | Added |
| Bank of Hawaii | 2,746 | $856.7K | 0.05% | +1,309+91.1% | Added |
| LVM Capital Management Ltd | 2,747 | $857.0K | 0.09% | −11−0.4% | Reduced |
| Camden Capital, LLC | 2,752 | $858.5K | 0.08% | +67+2.5% | Added |
| ROI Financial Advisors, LLC | 2,755 | $859.4K | 0.55% | −1,095−28.4% | Reduced |
| Agate Pass Investment Management, LLC | 2,758 | $860.5K | 0.35% | +1,068+63.2% | Added |
| Lokken Investment Group LLC | 2,768 | $863.6K | 0.33% | +421+17.9% | Added |
| Secure Asset Management, LLC | 2,776 | $865.9K | 0.16% | −3,322−54.5% | Reduced |
| Mason & Associates Inc | 2,784 | $868.5K | 0.20% | −364−11.6% | Reduced |
| Apeiron RIA LLC | 2,790 | $870.4K | 0.22% | −167−5.6% | Reduced |
| Hartford Funds Management Co LLC | 2,795 | $872.6K | 0.08% | −3,144−52.9% | Reduced |
| RKL Wealth Management LLC | 2,803 | $874.4K | 0.08% | −470−14.4% | Reduced |
| Mechanics Financial Corp | 2,806 | $875.4K | 0.37% | −262−8.5% | Reduced |
| Gamco Investors, Inc. Et Al | 2,806 | $875.4K | 0.01% | +1,983+240.9% | Added |
| Drucker Wealth 3.0, LLC | 2,906 | $880.1K | 0.17% | +1,401+93.1% | Added |
| Sunpointe, LLC | 2,822 | $880.4K | 0.35% | −91−3.1% | Reduced |
| Richard P Slaughter Associates Inc | 2,824 | $881.0K | 0.18% | +762+37.0% | Added |
| Braun Stacey Associates Inc | 2,830 | $882.9K | 0.03% | −37,554−93.0% | Reduced |
| Hunter Associates Investment Management LLC | 2,832 | $883.0K | 0.13% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 2,831 | $883.2K | 0.30% | −25−0.9% | Reduced |
| BKD Wealth Advisors, LLC | 2,845 | $887.6K | 0.02% | −475−14.3% | Reduced |
| Wilkins Investment Counsel Inc | 2,860 | $892.2K | 0.13% | +2,860 | New |
| CRA Financial Services, LLC | 2,863 | $893.2K | 0.14% | −20−0.7% | Reduced |
| Allred Capital Management, LLC | 2,865 | $894.0K | 0.33% | −62−2.1% | Reduced |
| SNS Financial Group, LLC | 2,873 | $896.3K | 0.09% | −71−2.4% | Reduced |
| Patton Albertson Miller Group, LLC | 2,890 | $901.6K | 0.12% | +45+1.6% | Added |
| Rede Wealth, LLC | 2,892 | $902.3K | 0.33% | −292−9.2% | Reduced |
| Nilsine Partners, LLC | 2,895 | $903.2K | 0.09% | −3,271−53.0% | Reduced |
| Glen Eagle Advisors, LLC | 2,902 | $905.5K | 0.14% | −521−15.2% | Reduced |
| Syverson Strege & Co | 2,905 | $906.4K | 0.21% | +2,019+227.9% | Added |
| Prelude Capital Management, LLC | 2,906 | $906.6K | 0.09% | −551−15.9% | Reduced |
| Financial Advisory Service, Inc. | 2,915 | $909.5K | 0.07% | −4,234−59.2% | Reduced |
| Bank of Jackson Hole Trust | 2,922 | $911.6K | 0.52% | +137+4.9% | Added |
| Meritage Portfolio Management | 2,926 | $912.8K | 0.06% | −13−0.4% | Reduced |
| Trueblood Wealth Management, LLC | 2,931 | $914.4K | 0.38% | −1,482−33.6% | Reduced |
| E&G Advisors, LP | 2,933 | $915.0K | 0.24% | +5+0.2% | Added |
| Laraway Financial Inc | 2,933 | $915.1K | 0.69% | −218−6.9% | Reduced |
| Tolleson Wealth Management, Inc. | 2,942 | $917.8K | 0.16% | 00.0% | Unchanged |
| Independent Investors Inc | 2,945 | $918.8K | 0.20% | −65−2.2% | Reduced |
| Archer Investment Corp | 2,949 | $920.1K | 0.22% | +83+2.9% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,949 | $920.1K | 0.06% | −1,153−28.1% | Reduced |
| Abel Hall, LLC | 2,953 | $921.3K | 0.43% | +2,280+338.8% | Added |
| Meridian Financial Partners LLC | 2,956 | $922.0K | 0.43% | +67+2.3% | Added |
| Riverpark Capital Management LLC | 2,960 | $923.4K | 1.50% | +243+8.9% | Added |
| Twelve Points Wealth Management LLC | 2,963 | $924.5K | 0.25% | +1,005+51.3% | Added |
| Sender Co & Partners, Inc. | 2,971 | $926.9K | 0.26% | +2,971 | New |
| Cypress Advisory Group LLC | 2,974 | $927.8K | 0.72% | −410−12.1% | Reduced |
| Institute for Wealth Management, LLC. | 2,980 | $929.7K | 0.10% | −43−1.4% | Reduced |
| Dean Investment Associates, LLC | 2,985 | $931.2K | 0.14% | +2,985 | New |
| Provident Investment Management, Inc. | 2,992 | $933.4K | 0.08% | −84,546−96.6% | Reduced |
| Intact Investment Management Inc. | 3,000 | $935.9K | 0.03% | +800+36.4% | Added |
| Timelo Investment Management Inc. | 3,000 | $935.9K | 3.23% | +3,000 | New |
| Ironwood Investment Counsel, LLC | 3,001 | $936.4K | 0.14% | +126+4.4% | Added |
| Richards, Merrill & Peterson, Inc. | 3,011 | $939.2K | 0.45% | +1,032+52.1% | Added |
| Semus Wealth Partners LLC | 3,016 | $941.1K | 0.61% | +540+21.8% | Added |
| Burford Brothers, Inc. | 3,039 | $948.2K | 0.44% | +29+1.0% | Added |
| Moss Adams Wealth Advisors LLC | 3,041 | $948.8K | 0.09% | −1,444−32.2% | Reduced |
| MBM Wealth Consultants, LLC | 3,049 | $951.2K | 0.25% | +123+4.2% | Added |
| Invesco, LLC | 3,049 | $951.2K | 0.35% | −423−12.2% | Reduced |
| LGT Fund Management Co Ltd. | 3,050 | $951.5K | 0.08% | −38,139−92.6% | Reduced |
| Herold Advisors, Inc. | 3,055 | $953.1K | 0.20% | −359−10.5% | Reduced |
| Ingalls & Snyder LLC | 3,057 | $954.0K | 0.03% | −7,239−70.3% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 3,065 | $956.2K | 0.47% | −134−4.2% | Reduced |
| Blume Capital Management, Inc. | 3,068 | $957.1K | 0.20% | +2,777+954.3% | Added |
| Nicholson Wealth Management Group, LLC | 3,071 | $958.1K | 0.59% | +228+8.0% | Added |
| Prestige Wealth Management Group LLC | 3,071 | $958.2K | 0.20% | −593−16.2% | Reduced |
| Clear Street Markets LLC | 3,074 | $959.0K | 0.34% | +3,074 | New |
| Comprehensive Financial Management LLC | 3,074 | $959.0K | 0.03% | +3,074 | New |
| Safeguard Investment Advisory Group, LLC | 3,083 | $962.0K | 0.24% | +6+0.2% | Added |
| EFG Asset Management (Americas) Corp. | 3,089 | $963.8K | 0.18% | −14,199−82.1% | Reduced |
| Ar Asset Management Inc | 3,090 | $964.0K | 0.21% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 3,092 | $964.6K | 0.07% | +1,567+102.8% | Added |
| Keebeck Wealth Management, LLC | 3,097 | $966.3K | 0.13% | −5,598−64.4% | Reduced |
| Congress Park Capital LLC | 3,100 | $967.1K | 0.32% | +1,850+148.0% | Added |
| Aaron Wealth Advisors | 3,114 | $971.5K | 0.10% | −1,661−34.8% | Reduced |
| David Loasby | 4,088 | $972.0K | 0.08% | −1,146−21.9% | Reduced |
| Accurate Wealth Management, LLC | 3,261 | $976.7K | 0.15% | −819−20.1% | Reduced |
| Precedent Wealth Partners, LLC | 3,145 | $981.0K | 0.24% | +775+32.7% | Added |
| Colonial River Wealth Management, LLC | 3,277 | $981.5K | 0.42% | +794+32.0% | Added |
| Wealth Management Partners, LLC | 3,242 | $984.6K | 0.35% | +1,008+45.1% | Added |
| MBL Wealth, LLC | 3,160 | $985.7K | 0.09% | +1,028+48.2% | Added |
| Proficio Capital Partners LLC | 3,160 | $985.8K | 0.06% | −455−12.6% | Reduced |
| Oak Thistle LLC | 3,162 | $986.4K | 0.15% | +3,162 | New |
| KLCM Advisors, Inc. | 3,177 | $991.1K | 0.11% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 3,180 | $992.1K | 0.05% | −230−6.7% | Reduced |
| Evergreen Wealth Management, LLC | 3,188 | $994.4K | 0.56% | +15+0.5% | Added |
| Pettee Investors, Inc. | 3,194 | $996.4K | 0.60% | −3−0.1% | Reduced |
| Kirtland Hills Capital Management, LLC | 3,198 | $997.6K | 0.46% | −205−6.0% | Reduced |