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 |
|---|---|---|---|---|---|
| HHM Wealth Advisors, LLC | 3,211 | $1.00M | 0.12% | +264+9.0% | Added |
| Paladin Wealth, LLC | 3,217 | $1.00M | 0.78% | +422+15.1% | Added |
| Trust Investment Advisors | 3,220 | $1.00M | 0.61% | −221−6.4% | Reduced |
| Pekin Hardy Strauss, Inc. | 3,231 | $1.01M | 0.11% | +128+4.1% | Added |
| MSH Capital Advisors LLC | 3,232 | $1.01M | 0.29% | +2,307+249.4% | Added |
| Mainstream Capital Management LLC | 3,235 | $1.01M | 0.73% | +41+1.3% | Added |
| Tempus Wealth Planning, LLC | 3,249 | $1.01M | 0.25% | +2,156+197.3% | Added |
| LM Advisors LLC | 3,255 | $1.01M | 0.13% | +238+7.9% | Added |
| Opinicus Capital, Inc. | 3,260 | $1.02M | 0.77% | +920+39.3% | Added |
| Modus Advisors, LLC | 3,261 | $1.02M | 0.30% | +572+21.3% | Added |
| Laurion Capital Management LP | 3,264 | $1.02M | 0.12% | +2,089+177.8% | Added |
| ZWJ Investment Counsel Inc | 3,270 | $1.02M | 0.04% | +59+1.8% | Added |
| Legacy Financial Advisors, Inc. | 3,273 | $1.02M | 0.16% | −2,403−42.3% | Reduced |
| Hilltop Partners LLC | 3,281 | $1.02M | 0.31% | −999−23.3% | Reduced |
| Grimes & Company, Inc. | 3,285 | $1.02M | 0.03% | −19,720−85.7% | Reduced |
| Keudell/Morrison Wealth Management | 3,289 | $1.03M | 0.23% | +532+19.3% | Added |
| Park Place Capital Corp | 3,152 | $1.03M | 0.23% | −2,672−45.9% | Reduced |
| Ellevest, Inc. | 3,296 | $1.03M | 0.16% | −43−1.3% | Reduced |
| Enclave Advisors LLC | 3,299 | $1.03M | 0.17% | +171+5.5% | Added |
| CSU Producer Resources, Inc. | 3,300 | $1.03M | 3.21% | 00.0% | Unchanged |
| Courage Capital Management LLC | 3,300 | $1.03M | 1.52% | +3,300 | New |
| RBA Wealth Management, LLC | 3,302 | $1.03M | 0.38% | −664−16.7% | Reduced |
| ICW Investment Advisors LLC | 3,306 | $1.03M | 0.41% | +255+8.4% | Added |
| SkyOak Wealth, LLC | 3,307 | $1.03M | 0.21% | −94−2.8% | Reduced |
| Townsend & Associates, Inc | 3,679 | $1.03M | 0.10% | −41−1.1% | Reduced |
| Ilex Capital Partners (UK) LLP | 3,315 | $1.03M | 0.03% | +3,315 | New |
| Sym Financial Corp | 3,315 | $1.03M | 0.12% | +157+5.0% | Added |
| Ascent Wealth Partners, LLC | 3,318 | $1.04M | 0.13% | −2,657−44.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,334 | $1.04M | 0.07% | −931−21.8% | Reduced |
| My Legacy Advisors, LLC | 3,474 | $1.04M | 0.37% | −1,232−26.2% | Reduced |
| Advisors Preferred, LLC | 3,200 | $1.04M | 0.17% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 3,348 | $1.04M | 0.31% | −31−0.9% | Reduced |
| Transcend Wealth Collective, LLC | 3,351 | $1.05M | 0.08% | −514−13.3% | Reduced |
| Aspiriant, LLC | 3,361 | $1.05M | 0.03% | −856−20.3% | Reduced |
| Welch & Forbes LLC | 3,362 | $1.05M | 0.01% | −200−5.6% | Reduced |
| Horizon Investment Services, LLC | 3,365 | $1.05M | 0.46% | −148−4.2% | Reduced |
| Defined Wealth Management, LLC | 3,369 | $1.05M | 0.65% | +67+2.0% | Added |
| Westbourne Investment Advisors, Inc. | 3,403 | $1.06M | 0.32% | +318+10.3% | Added |
| Emprise Bank | 3,422 | $1.07M | 0.51% | −6−0.2% | Reduced |
| Revolve Wealth Partners, LLC | 3,431 | $1.07M | 0.14% | −403−10.5% | Reduced |
| Financial Advisors Network, Inc. | 3,434 | $1.07M | 0.16% | −28−0.8% | Reduced |
| Grove Bank & Trust | 3,437 | $1.07M | 0.13% | −2,775−44.7% | Reduced |
| GTS Securities LLC | 3,440 | $1.07M | 0.05% | −1,618−32.0% | Reduced |
| Barings LLC | 3,448 | $1.08M | 0.03% | −1,807−34.4% | Reduced |
| James J. Burns & Company, LLC | 3,460 | $1.08M | 0.18% | +41+1.2% | Added |
| Souders Financial Advisors | 3,464 | $1.08M | 0.14% | −3,249−48.4% | Reduced |
| Lazari Capital Management, Inc. | 3,464 | $1.08M | 0.41% | +2,532+271.7% | Added |
| Avaii Wealth Management, LLC | 3,466 | $1.08M | 0.48% | +2,822+438.2% | Added |
| Canopy Partners, LLC | 3,469 | $1.08M | 0.40% | −1,567−31.1% | Reduced |
| Evernest Financial Advisors, LLC | 3,474 | $1.08M | 0.35% | −31−0.9% | Reduced |
| Gilliland Jeter Wealth Management LLC | 3,476 | $1.08M | 0.35% | −468−11.9% | Reduced |
| Stablepoint Partners, LLC | 3,488 | $1.09M | 0.19% | −736−17.4% | Reduced |
| Axq Capital, LP | 3,493 | $1.09M | 0.35% | +2,587+285.5% | Added |
| Floyd Financial Group LLC | 3,533 | $1.09M | 1.01% | +1,878+113.5% | Added |
| RedJay Asset Management Inc. | 3,500 | $1.09M | 0.26% | −500−12.5% | Reduced |
| US Asset Management LLC | 3,524 | $1.10M | 0.95% | −5−0.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 3,539 | $1.10M | 0.10% | +799+29.2% | Added |
| Portfolio Design Labs, LLC | 3,541 | $1.10M | 0.22% | −5,478−60.7% | Reduced |
| Epiq Partners, LLC | 3,550 | $1.11M | 0.56% | +1,550+77.5% | Added |
| Relyea Zuckerberg Hanson LLC | 3,554 | $1.11M | 0.13% | −662−15.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,555 | $1.11M | 0.08% | −1,151−24.5% | Reduced |
| Ellis Investment Partners, LLC | 3,555 | $1.11M | 0.22% | +243+7.3% | Added |
| Legacy Capital Wealth Partners, LLC | 3,561 | $1.11M | 0.25% | +154+4.5% | Added |
| LSV Asset Management | 3,560 | $1.11M | 0.00% | +32+0.9% | Added |
| CFS Investment Advisory Services, LLC | 3,566 | $1.11M | 0.09% | +627+21.3% | Added |
| Gen-Wealth Partners Inc | 3,568 | $1.11M | 0.43% | −426−10.7% | Reduced |
| St. Johns Investment Management Company, LLC | 3,592 | $1.12M | 0.51% | +991+38.1% | Added |
| DGS Capital Management, LLC | 3,592 | $1.12M | 0.23% | +1,305+57.1% | Added |
| Walter & Keenan Financial Consulting Co | 3,594 | $1.12M | 0.33% | −137−3.7% | Reduced |
| Spirepoint Private Client, LLC | 3,597 | $1.12M | 0.13% | +4+0.1% | Added |
| Fiduciary Group LLC | 3,614 | $1.13M | 0.11% | +11+0.3% | Added |
| Trust Point Inc. | 3,620 | $1.13M | 0.11% | +14+0.4% | Added |
| One Capital Management, LLC | 3,620 | $1.13M | 0.04% | +45+1.3% | Added |
| Argentarii, LLC | 3,631 | $1.13M | 0.52% | +7+0.2% | Added |
| Cape Ann Savings Bank | 3,639 | $1.14M | 0.68% | −283−7.2% | Reduced |
| Stokes Family Office, LLC | 3,640 | $1.14M | 0.12% | −142−3.8% | Reduced |
| Eads & Heald Wealth Management | 3,646 | $1.14M | 0.56% | −1,124−23.6% | Reduced |
| Quent Capital, LLC | 3,645 | $1.14M | 0.11% | −436−10.7% | Reduced |
| Sunbelt Securities, Inc. | 2,255 | $1.14M | 0.10% | +311+16.0% | Added |
| Prudent Man Advisors, LLC | 3,659 | $1.14M | 0.36% | +932+34.2% | Added |
| SkyView Investment Advisors, LLC | 3,695 | $1.14M | 0.16% | −26−0.7% | Reduced |
| Heartland Bank & Trust Co | 3,667 | $1.14M | 0.54% | −100−2.7% | Reduced |
| Goepper Burkhardt LLC | 3,667 | $1.14M | 0.42% | −50−1.3% | Reduced |
| Signature Estate & Investment Advisors LLC | 3,669 | $1.14M | 0.03% | +8+0.2% | Added |
| Anb Bank | 3,672 | $1.15M | 0.51% | −903−19.7% | Reduced |
| Advyzon Investment Management, LLC | 3,676 | $1.15M | 0.25% | +1,450+65.1% | Added |
| Optas, LLC | 3,682 | $1.15M | 0.22% | −144−3.8% | Reduced |
| Lincoln Capital Corp | 3,686 | $1.15M | 0.44% | −5,605−60.3% | Reduced |
| Americana Partners, LLC | 3,689 | $1.15M | 0.04% | −19,941−84.4% | Reduced |
| Prosperity Wealth Management, Inc. | 3,701 | $1.15M | 0.43% | +3,701 | New |
| Key Financial Inc | 3,708 | $1.16M | 0.23% | −184−4.7% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 3,710 | $1.16M | 1.05% | +348+10.4% | Added |
| Tilia Fiduciary Partners, Inc. | 3,723 | $1.16M | 0.71% | −230−5.8% | Reduced |
| Ellenbecker Investment Group | 3,724 | $1.16M | 0.19% | −556−13.0% | Reduced |
| Bridgewater Advisors Inc. | 4,457 | $1.16M | 0.09% | −173−3.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 3,737 | $1.17M | 0.01% | +2,926+360.8% | Added |
| McDonald Partners LLC | 3,698 | $1.17M | 0.28% | +787+27.0% | Added |
| King Wealth | 3,741 | $1.17M | 0.16% | −26,307−87.5% | Reduced |
| L.M. Kohn & Company | 3,744 | $1.17M | 0.31% | −4−0.1% | Reduced |
| Bell Bank | 3,754 | $1.17M | 0.05% | +641+20.6% | Added |