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 |
|---|---|---|---|---|---|
| OneAscent Financial Services LLC | 4,452 | $1.40M | 0.10% | −253−5.4% | Reduced |
| Chancellor Financial Group WB LP | 4,495 | $1.40M | 1.09% | +206+4.8% | Added |
| Teamwork Financial Advisors, LLC | 4,509 | $1.41M | 0.17% | +3,938+689.7% | Added |
| Mill Creek Capital Advisors, LLC | 4,510 | $1.41M | 0.03% | +1,647+57.5% | Added |
| Finivi Inc. | 4,514 | $1.41M | 0.95% | −11−0.2% | Reduced |
| Empire Financial Management Company, LLC | 4,523 | $1.41M | 0.41% | −19−0.4% | Reduced |
| Okabena Investment Services Inc | 4,525 | $1.41M | 0.31% | +21+0.5% | Added |
| JNBA Financial Advisors | 4,525 | $1.41M | 0.14% | −94−2.0% | Reduced |
| Doliver Advisors, LP | 4,533 | $1.41M | 0.39% | +4,533 | New |
| Financial Engines Advisors L.L.C. | 4,536 | $1.42M | 0.00% | +2,138+89.2% | Added |
| Armis Advisers, LLC | 4,656 | $1.42M | 0.11% | +1,360+41.3% | Added |
| Hilltop National Bank | 4,551 | $1.42M | 0.37% | +4,551 | New |
| Knollwood Investment Advisory, LLC | 4,555 | $1.42M | 0.14% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 4,557 | $1.42M | 0.19% | +233+5.4% | Added |
| Caitong International Asset Management Co., Ltd | 4,557 | $1.42M | 1.02% | +4,555+227,750.0% | Added |
| Monte Financial Group, LLC | 4,570 | $1.43M | 0.55% | +161+3.7% | Added |
| Aft, Forsyth & Sober, LLC | 4,575 | $1.43M | 0.48% | 00.0% | Unchanged |
| RB Capital Management, LLC | 4,584 | $1.43M | 0.32% | −798−14.8% | Reduced |
| Northeast Financial Consultants Inc | 4,587 | $1.43M | 0.06% | −1,486−24.5% | Reduced |
| Radnor Capital Management, LLC | 4,604 | $1.44M | 0.23% | 00.0% | Unchanged |
| Patten Group, Inc. | 4,613 | $1.44M | 0.30% | −1,015−18.0% | Reduced |
| Integrated Quantitative Investments LLC | 4,619 | $1.44M | 0.42% | +4,619 | New |
| Impact Partnership Wealth, LLC | 4,621 | $1.44M | 0.27% | +2,926+172.6% | Added |
| Cahill Financial Advisors Inc | 4,624 | $1.44M | 0.18% | +6+0.1% | Added |
| Alta Advisers Ltd | 4,637 | $1.45M | 0.51% | +80+1.8% | Added |
| Fielder Capital Group LLC | 4,637 | $1.45M | 0.39% | −187−3.9% | Reduced |
| Kathmere Capital Management, LLC | 4,638 | $1.45M | 0.11% | −100−2.1% | Reduced |
| BTG Pactual Asset Management US LLC | 4,640 | $1.45M | 0.19% | +169+3.8% | Added |
| Platform Technology Partners | 4,655 | $1.45M | 0.38% | +560+13.7% | Added |
| Schear Investment Advisers, LLC | 4,668 | $1.46M | 0.72% | −37−0.8% | Reduced |
| Greenup Street Wealth Management LLC | 4,674 | $1.46M | 0.25% | +242+5.5% | Added |
| Strategic Blueprint, LLC | 4,681 | $1.46M | 0.07% | +745+18.9% | Added |
| Stratos Wealth Advisors, LLC | 4,687 | $1.46M | 0.08% | +1,573+50.5% | Added |
| Wealth Effects LLC | 4,688 | $1.46M | 0.55% | +591+14.4% | Added |
| Stoneridge Investment Partners LLC | 4,699 | $1.47M | 1.10% | +4,699 | New |
| Linden Thomas Advisory Services, LLC | 4,702 | $1.47M | 0.16% | +168+3.7% | Added |
| Cozad Asset Management Inc | 4,718 | $1.47M | 0.13% | −19,037−80.1% | Reduced |
| Forefront Wealth Management Inc. | 4,741 | $1.48M | 1.19% | +144+3.1% | Added |
| Magnus Financial Group LLC | 4,749 | $1.48M | 0.13% | −297−5.9% | Reduced |
| Pacific Capital Partners Ltd | 4,750 | $1.48M | 1.39% | −9,000−65.5% | Reduced |
| SilverOak Wealth Management LLC | 4,767 | $1.49M | 0.28% | +279+6.2% | Added |
| Capital Planning Advisors, LLC | 4,772 | $1.49M | 0.22% | −8,568−64.2% | Reduced |
| Oarsman Capital, Inc. | 4,804 | $1.50M | 0.24% | −163−3.3% | Reduced |
| Rockingstone Advisors LLC | 4,813 | $1.50M | 0.79% | −521−9.8% | Reduced |
| Apexium Financial, LP | 4,816 | $1.50M | 0.08% | −219−4.3% | Reduced |
| Roberts Glore & Co Inc | 4,819 | $1.50M | 0.44% | +4,819 | New |
| Formula Growth Ltd | 4,827 | $1.51M | 0.57% | +4,827 | New |
| Heritage Family Offices, LLP | 2,921 | $1.51M | 0.76% | 00.0% | Unchanged |
| Eos Management, L.P. | 4,843 | $1.51M | 0.65% | +4,843 | New |
| Kesler, Norman & Wride, LLC | 4,862 | $1.52M | 0.27% | −15,298−75.9% | Reduced |
| Missouri Trust & Investment Co | 4,873 | $1.52M | 0.50% | +669+15.9% | Added |
| Foster & Motley Inc | 4,874 | $1.52M | 0.09% | −416−7.9% | Reduced |
| Court Place Advisors, LLC | 4,877 | $1.52M | 0.48% | −5−0.1% | Reduced |
| Good Life Advisors, LLC | 4,883 | $1.52M | 0.10% | +3,900+396.7% | Added |
| Renasant Bank | 4,885 | $1.52M | 1.02% | −727−13.0% | Reduced |
| Sentinel Trust Co Lba | 4,885 | $1.52M | 0.17% | −813−14.3% | Reduced |
| Cordatus Wealth Management LLC | 4,907 | $1.53M | 0.38% | −5,799−54.2% | Reduced |
| Moser Wealth Advisors, LLC | 4,915 | $1.53M | 0.74% | +25+0.5% | Added |
| Tealwood Asset Management Inc | 4,924 | $1.54M | 0.68% | −119−2.4% | Reduced |
| Applied Capital LLC | 4,928 | $1.54M | 1.14% | +438+9.8% | Added |
| Smithfield Trust Co | 4,956 | $1.54M | 0.07% | −479−8.8% | Reduced |
| Daymark Wealth Partners, LLC | 4,959 | $1.55M | 0.06% | −642−11.5% | Reduced |
| AlphaCore Capital LLC | 4,966 | $1.55M | 0.06% | +99+2.0% | Added |
| Woodard & Co Asset Management Group Inc | 4,967 | $1.55M | 0.28% | +4,967 | New |
| Wealth Alliance Advisory Group, LLC | 4,970 | $1.55M | 0.30% | +239+5.1% | Added |
| Flavin Financial Services, Inc. | 4,981 | $1.55M | 1.51% | +181+3.8% | Added |
| Waycross Partners, LLC | 5,000 | $1.56M | 0.15% | −28,795−85.2% | Reduced |
| Advanced Portfolio Management, LLC | 5,000 | $1.56M | 4.36% | +5,000 | New |
| Chilton Capital Management LLC | 5,011 | $1.56M | 0.06% | −66,744−93.0% | Reduced |
| IMA Wealth, Inc. | 5,024 | $1.57M | 0.17% | +1,252+33.2% | Added |
| Abc Arbitrage SA | 5,026 | $1.57M | 0.18% | +5,026 | New |
| Manchester Capital Management LLC | 5,036 | $1.57M | 0.21% | −638−11.2% | Reduced |
| Sheets Smith Wealth Management | 5,041 | $1.57M | 0.18% | +97+2.0% | Added |
| Arrow Financial Corp | 5,048 | $1.57M | 0.17% | +722+16.7% | Added |
| Siren, L.L.C. | 5,076 | $1.58M | 0.08% | +5,076 | New |
| FNY Investment Advisers, LLC | 5,089 | $1.59M | 0.67% | +5,089 | New |
| Peak Asset Management, LLC | 5,094 | $1.59M | 0.29% | +3,053+149.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,098 | $1.59M | 0.22% | +1,505+41.9% | Added |
| Rossmore Private Capital | 5,101 | $1.59M | 0.19% | −712−12.2% | Reduced |
| Paralel Advisors LLC | 5,102 | $1.59M | 0.06% | +23+0.5% | Added |
| Mendel Money Management | 5,105 | $1.59M | 0.71% | +1,881+58.3% | Added |
| Mystic Asset Management, Inc. | 5,114 | $1.60M | 0.39% | +3,664+252.7% | Added |
| Graypoint LLC | 5,115 | $1.60M | 0.09% | −2,590−33.6% | Reduced |
| Scott & Selber, Inc. | 5,123 | $1.60M | 0.45% | −2,964−36.7% | Reduced |
| Tyche Wealth Partners LLC | 5,127 | $1.60M | 0.32% | +394+8.3% | Added |
| Concord Wealth Partners | 5,137 | $1.60M | 0.23% | −313−5.7% | Reduced |
| Concord Asset Management, LLC | 5,137 | $1.60M | 0.24% | +20.0% | Added |
| Pacific Point Advisors, LLC | 5,145 | $1.61M | 0.87% | +1,187+30.0% | Added |
| GKV Capital Management Co., Inc. | 5,150 | $1.61M | 0.71% | +1,040+25.3% | Added |
| Bowman & Co S.C. | 5,133 | $1.61M | 0.72% | +567+12.4% | Added |
| Boomfish Wealth Group, LLC | 5,154 | $1.61M | 0.93% | +23+0.4% | Added |
| Berry Wealth Group, LP | 5,155 | $1.61M | 1.13% | −470−8.4% | Reduced |
| Prescott Group Capital Management, L.L.C. | 5,175 | $1.61M | 0.19% | +4,075+370.5% | Added |
| ExodusPoint Capital Management, LP | 5,190 | $1.62M | 0.02% | +5,190 | New |
| Paragon Capital Management LLC | 5,195 | $1.62M | 0.83% | +5,195 | New |
| GLOBALT Investments LLC | 5,202 | $1.62M | 0.06% | −13,455−72.1% | Reduced |
| Vista Investment Management | 5,224 | $1.63M | 0.60% | +1,168+28.8% | Added |
| Harvey Investment Co LLC | 5,226 | $1.63M | 0.18% | +380+7.8% | Added |
| Cito Capital Group, LLC | 5,231 | $1.63M | 0.57% | +1,925+58.2% | Added |
| Green Harvest Asset Management LLC | 5,232 | $1.63M | 0.03% | −368−6.6% | Reduced |