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 |
|---|---|---|---|---|---|
| BlueStem Wealth Partners, LLC | 3,762 | $1.17M | 0.14% | +234+6.6% | Added |
| Wallace Advisory Group, LLC | 2,254 | $1.18M | 0.86% | +2+0.1% | Added |
| Baldwin Investment Management, LLC | 3,789 | $1.18M | 0.14% | +1,200+46.3% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 3,800 | $1.19M | 0.62% | +3,600+1,800.0% | Added |
| Graham Capital Management, L.P. | 3,800 | $1.19M | 0.04% | +3,800 | New |
| Mizuho Markets Cayman LP | 3,801 | $1.19M | 0.09% | +3,801 | New |
| Elk River Wealth Management, LLC | 3,804 | $1.19M | 0.20% | −13,158−77.6% | Reduced |
| Fiduciary Family Office, LLC | 3,804 | $1.19M | 0.39% | −1,007−20.9% | Reduced |
| Summit Financial Wealth Advisors, LLC | 3,820 | $1.19M | 0.21% | +1,359+55.2% | Added |
| Central Pacific Bank - Trust Division | 3,822 | $1.19M | 0.15% | +142+3.9% | Added |
| IAM Advisory, LLC | 3,824 | $1.19M | 0.29% | +145+3.9% | Added |
| Quadcap Wealth Management, LLC | 3,829 | $1.19M | 0.15% | −412−9.7% | Reduced |
| Parsons Capital Management Inc | 3,845 | $1.20M | 0.07% | +22+0.6% | Added |
| Wrapmanager Inc | 3,852 | $1.20M | 0.29% | −819−17.5% | Reduced |
| Beaumont Financial Advisors, LLC | 3,858 | $1.20M | 0.09% | −173−4.3% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 3,860 | $1.20M | 0.78% | −45−1.2% | Reduced |
| Central Valley Advisors, LLC | 3,866 | $1.21M | 0.41% | −102−2.6% | Reduced |
| First National Advisers, LLC | 3,872 | $1.21M | 0.18% | −449−10.4% | Reduced |
| Bigelow Investment Advisors, LLC | 3,876 | $1.21M | 0.53% | −379−8.9% | Reduced |
| Bank Hapoalim BM | 3,888 | $1.21M | 0.17% | +2,357+154.0% | Added |
| Mather Group, LLC. | 3,892 | $1.21M | 0.01% | −606−13.5% | Reduced |
| Premier Path Wealth Partners, LLC | 3,924 | $1.22M | 0.17% | −1,295−24.8% | Reduced |
| Diversified Enterprises, LLC | 3,946 | $1.23M | 0.09% | −969−19.7% | Reduced |
| Cardinal Point Capital Management, ULC | 3,966 | $1.24M | 0.10% | +3,966 | New |
| MidWestOne Financial Group, Inc. | 3,978 | $1.24M | 0.16% | −95−2.3% | Reduced |
| Zullo Investment Group, Inc. | 3,984 | $1.24M | 0.50% | +620+18.4% | Added |
| Zuckerman Investment Group, LLC | 3,994 | $1.25M | 0.12% | +1,399+53.9% | Added |
| Ameliora Wealth Management Ltd. | 4,000 | $1.25M | 0.45% | −964−19.4% | Reduced |
| Richard W. Paul & Associates, LLC | 4,003 | $1.25M | 0.45% | +1,792+81.0% | Added |
| Castle Wealth Management LLC | 4,005 | $1.25M | 0.45% | +1,842+85.2% | Added |
| First Nebraska Trust Co | 4,014 | $1.25M | 0.12% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 4,020 | $1.25M | 0.12% | −283−6.6% | Reduced |
| Westside Investment Management, Inc. | 4,016 | $1.25M | 0.23% | +589+17.2% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 4,022 | $1.25M | 0.45% | −357−8.2% | Reduced |
| Capital & Planning, LLC | 4,023 | $1.25M | 0.85% | +1,144+39.7% | Added |
| SWS Partners | 4,035 | $1.26M | 0.34% | +175+4.5% | Added |
| Alternative Investment Advisors, LLC. | 4,038 | $1.26M | 0.63% | +4,038 | New |
| Silicon Valley Capital Partners | 4,043 | $1.26M | 0.13% | +522+14.8% | Added |
| Simplify Asset Management Inc. | 4,051 | $1.26M | 0.08% | −9,376−69.8% | Reduced |
| Signal Advisors Wealth, LLC | 4,054 | $1.26M | 0.10% | −7,354−64.5% | Reduced |
| Wealth Alliance | 4,058 | $1.27M | 0.14% | −1,108−21.4% | Reduced |
| Gables Capital Management Inc. | 4,065 | $1.27M | 0.60% | +2,794+219.8% | Added |
| Chesapeake Wealth Management | 4,069 | $1.27M | 0.42% | −343−7.8% | Reduced |
| Lawson Kroeker Investment Management Inc | 4,081 | $1.27M | 0.24% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 4,083 | $1.27M | 0.49% | +2,263+124.3% | Added |
| CenterBook Partners LP | 4,084 | $1.27M | 0.07% | +1,604+64.7% | Added |
| Altfest L J & Co Inc | 4,091 | $1.28M | 0.15% | +1,688+70.2% | Added |
| Catalyst Financial Partners LLC | 4,094 | $1.28M | 0.14% | −591−12.6% | Reduced |
| Amplius Wealth Advisors, LLC | 4,104 | $1.28M | 0.12% | +3,029+281.8% | Added |
| Archford Capital Strategies, LLC | 4,107 | $1.28M | 0.16% | −10,457−71.8% | Reduced |
| Sentry Investment Management LLC | 4,170 | $1.28M | 0.71% | +1,157+38.4% | Added |
| Continuum Advisory, LLC | 4,113 | $1.28M | 0.15% | +518+14.4% | Added |
| RiverPark Advisors, LLC | 4,120 | $1.29M | 0.79% | −2,831−40.7% | Reduced |
| Personal Cfo Solutions, LLC | 4,129 | $1.29M | 0.24% | −254−5.8% | Reduced |
| Nwam LLC | 5,125 | $1.29M | 0.07% | +759+17.4% | Added |
| GW&K Investment Management, LLC | 4,133 | $1.29M | 0.01% | −37,614−90.1% | Reduced |
| Chiron Capital Management, LLC | 4,140 | $1.29M | 1.12% | +3,727+902.4% | Added |
| Stance Capital LLC | 4,156 | $1.30M | 0.49% | +4,156 | New |
| Exchange Traded Concepts, LLC | 4,184 | $1.31M | 0.02% | +1,357+48.0% | Added |
| MeadowBrook Investment Advisors LLC | 4,187 | $1.31M | 1.21% | −20−0.5% | Reduced |
| Cooper Financial Group | 4,189 | $1.31M | 0.15% | −682−14.0% | Reduced |
| Sterling Investment Management, Inc. | 4,193 | $1.31M | 0.87% | −18−0.4% | Reduced |
| Avestar Capital, LLC | 4,206 | $1.31M | 0.10% | −2,992−41.6% | Reduced |
| Inkwell Capital LLC | 4,209 | $1.31M | 1.41% | −28−0.7% | Reduced |
| Retirement Planning Co of New England, Inc. | 4,210 | $1.31M | 0.58% | +3,619+612.4% | Added |
| Van Cleef Asset Management,Inc | 4,214 | $1.31M | 0.14% | −317−7.0% | Reduced |
| Triumph Capital Management | 4,245 | $1.32M | 0.40% | +4,245 | New |
| Duncan Williams Asset Management, LLC | 4,246 | $1.32M | 0.42% | +1,324+45.3% | Added |
| Inscription Capital, LLC | 4,258 | $1.33M | 0.19% | −1,829−30.0% | Reduced |
| North Dallas Bank & Trust Co | 4,261 | $1.33M | 1.01% | +4,261 | New |
| LMCG Investments, LLC | 4,267 | $1.33M | 0.08% | −34,441−89.0% | Reduced |
| West Family Investments, Inc. | 4,269 | $1.33M | 0.35% | +445+11.6% | Added |
| Courier Capital LLC | 4,272 | $1.33M | 0.08% | −48−1.1% | Reduced |
| Solidarilty Wealth, LLC | 4,278 | $1.33M | 0.31% | −2,712−38.8% | Reduced |
| Ameritas Advisory Services, LLC | 4,282 | $1.34M | 0.07% | −4,831−53.0% | Reduced |
| Frisch Financial Group, Inc. | 4,284 | $1.34M | 0.33% | +159+3.9% | Added |
| DF Dent & Co Inc | 4,294 | $1.34M | 0.02% | −2,099−32.8% | Reduced |
| Voya Financial Advisors, Inc. | 4,334 | $1.34M | 0.14% | +109+2.6% | Added |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $1.34M | 0.38% | +1,300+43.3% | Added |
| Delta Financial Advisors LLC | 4,316 | $1.35M | 0.47% | +577+15.4% | Added |
| Chicago Partners Investment Group LLC | 4,606 | $1.35M | 0.04% | +962+26.4% | Added |
| Means Investment Co., Inc. | 4,321 | $1.35M | 0.13% | −1,995−31.6% | Reduced |
| Silvant Capital Management LLC | 4,326 | $1.35M | 0.05% | −57,116−93.0% | Reduced |
| Avantax Planning Partners, Inc. | 4,329 | $1.35M | 0.04% | +652+17.7% | Added |
| Orrstown Financial Services Inc | 4,346 | $1.36M | 0.29% | −49−1.1% | Reduced |
| Financial Perspectives, Inc | 4,355 | $1.36M | 0.41% | −106−2.4% | Reduced |
| Richwood Investment Advisors, LLC | 4,365 | $1.36M | 1.12% | −745−14.6% | Reduced |
| CWC Advisors, LLC. | 4,370 | $1.36M | 0.70% | +1,393+46.8% | Added |
| Weaver Capital Management LLC | 4,375 | $1.36M | 0.34% | −42−1.0% | Reduced |
| Oak Asset Management, LLC | 4,384 | $1.37M | 0.49% | −30−0.7% | Reduced |
| U S Wealth Group, LLC. | 4,398 | $1.37M | 1.07% | +469+11.9% | Added |
| Humankind Investments LLC | 4,399 | $1.37M | 0.33% | +1,134+34.7% | Added |
| New Century Financial Group, LLC | 4,410 | $1.38M | 1.61% | +3,195+263.0% | Added |
| Victory Financial Group, LLC | 4,412 | $1.38M | 0.22% | +3,021+217.2% | Added |
| Peterson Wealth Services | 4,418 | $1.38M | 0.38% | +87+2.0% | Added |
| Crestwood Advisors Group LLC | 4,419 | $1.38M | 0.02% | −938−17.5% | Reduced |
| All Terrain Financial Advisors, LLC | 4,420 | $1.38M | 0.50% | +4,420 | New |
| Murphy Pohlad Asset Management LLC | 4,425 | $1.38M | 0.58% | +791+21.8% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 4,437 | $1.38M | 0.29% | +2,258+103.6% | Added |
| Cox Capital Mgt LLC | 4,443 | $1.39M | 0.95% | −116−2.5% | Reduced |