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 |
|---|---|---|---|---|---|
| Concentric Capital Strategies, LP | 5,236 | $1.63M | 0.09% | +5,236 | New |
| Almanack Investment Partners, LLC. | 5,251 | $1.64M | 0.26% | +5,251 | New |
| Mayflower Financial Advisors, LLC | 5,259 | $1.64M | 0.23% | +1,184+29.1% | Added |
| Financial Synergies Wealth Advisors, Inc. | 5,262 | $1.64M | 0.18% | +5,262 | New |
| Harbour Investment Management LLC | 5,276 | $1.65M | 0.71% | −40−0.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 5,280 | $1.65M | 0.13% | +5,280 | New |
| PDS Planning, Inc | 5,285 | $1.65M | 0.12% | +480+10.0% | Added |
| RF&L Wealth Management, LLC | 5,300 | $1.65M | 1.07% | +3,000+130.4% | Added |
| Audent Global Asset Management, LLC | 5,300 | $1.65M | 1.19% | +5,300 | New |
| KPP Advisory Services LLC | 5,300 | $1.65M | 0.27% | +1,458+37.9% | Added |
| Coastal Bridge Advisors, LLC | 5,303 | $1.65M | 0.14% | −764−12.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 5,312 | $1.66M | 0.19% | +1,583+42.5% | Added |
| Sapient Capital LLC | 5,322 | $1.66M | 0.03% | −169,549−97.0% | Reduced |
| Cetera Trust Company, N.A | 5,325 | $1.66M | 0.99% | −190−3.4% | Reduced |
| Piscataqua Savings Bank | 5,344 | $1.67M | 1.39% | −333−5.9% | Reduced |
| Guardian Wealth Advisors, LLC | 5,347 | $1.67M | 0.12% | −2,117−28.4% | Reduced |
| Brady Family Wealth, LLC | 5,360 | $1.67M | 0.52% | −1,043−16.3% | Reduced |
| First Horizon Advisors, Inc. | 5,372 | $1.68M | 0.04% | −1,117−17.2% | Reduced |
| Magnolia Capital Advisors LLC | 5,374 | $1.68M | 0.42% | +560+11.6% | Added |
| Elmwood Wealth Management, Inc. | 5,388 | $1.68M | 0.67% | −40−0.7% | Reduced |
| Capital Management Associates, Inc | 5,390 | $1.68M | 0.53% | +5,390 | New |
| V-Square Quantitative Management LLC | 5,403 | $1.69M | 0.23% | −73−1.3% | Reduced |
| High Note Wealth, LLC | 5,415 | $1.69M | 0.39% | −9,426−63.5% | Reduced |
| Circle Wealth Management, LLC | 5,418 | $1.69M | 0.04% | +1,236+29.6% | Added |
| Northside Capital Management, LLC | 5,419 | $1.69M | 0.13% | −478−8.1% | Reduced |
| Trust Co of Toledo NA | 5,426 | $1.69M | 0.19% | −350−6.1% | Reduced |
| Blueshift Asset Management, LLC | 5,436 | $1.70M | 0.52% | +5,436 | New |
| IFG Advisory, LLC | 5,446 | $1.70M | 0.09% | +1,160+27.1% | Added |
| Fairbanks Capital Management, Inc. | 5,458 | $1.70M | 0.97% | +369+7.3% | Added |
| Advisory Alpha, LLC | 5,486 | $1.71M | 0.05% | +931+20.4% | Added |
| LOM Asset Management Ltd | 5,519 | $1.72M | 0.58% | +5,519 | New |
| Evelyn Partners Investment Management Services Ltd | 5,522 | $1.72M | 0.26% | −10,663−65.9% | Reduced |
| Waterloo Capital, L.P. | 5,529 | $1.72M | 0.14% | −2,196−28.4% | Reduced |
| Grant Private Wealth Management Inc | 5,538 | $1.73M | 0.98% | +4,193+311.7% | Added |
| Aventura Private Wealth, LLC | 5,553 | $1.73M | 0.75% | +357+6.9% | Added |
| Global Assets Advisory, LLC | 5,325 | $1.74M | 0.68% | +2,126+66.5% | Added |
| Van Hulzen Asset Management, LLC | 5,571 | $1.74M | 0.15% | −179−3.1% | Reduced |
| Parisi Gray Wealth Management | 5,576 | $1.74M | 0.50% | −534−8.7% | Reduced |
| Strategic Financial Services, Inc, | 5,580 | $1.74M | 0.09% | +120+2.2% | Added |
| Smartleaf Asset Management LLC | 5,633 | $1.74M | 0.15% | −2,959−34.4% | Reduced |
| Sava Infond d.o.o. | 5,600 | $1.75M | 0.27% | −850−13.2% | Reduced |
| BOK Financial Private Wealth, Inc. | 5,616 | $1.75M | 0.12% | −503−8.2% | Reduced |
| China Universal Asset Management Co., Ltd. | 5,622 | $1.75M | 0.17% | −2,041−26.6% | Reduced |
| Osprey Private Wealth LLC | 5,705 | $1.76M | 0.96% | −1,210−17.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5,689 | $1.77M | 0.23% | +713+14.3% | Added |
| Vision Financial Markets LLC | 5,700 | $1.78M | 1.68% | +5,700 | New |
| Triangle Securities Wealth Management | 5,722 | $1.79M | 0.44% | +829+16.9% | Added |
| Paragon Advisors, LLC | 5,726 | $1.79M | 0.47% | −364−6.0% | Reduced |
| BKM Wealth Management, LLC | 5,726 | $1.79M | 0.70% | +1,296+29.3% | Added |
| Belmont Capital, LLC | 5,728 | $1.79M | 0.27% | −2,188−27.6% | Reduced |
| Sepio Capital, LP | 5,734 | $1.79M | 0.13% | +46+0.8% | Added |
| Advisor OS, LLC | 5,747 | $1.79M | 0.18% | +1,393+32.0% | Added |
| Clarius Group, LLC | 5,775 | $1.80M | 0.11% | −70−1.2% | Reduced |
| EverSource Wealth Advisors, LLC | 5,790 | $1.81M | 0.08% | +1,901+48.9% | Added |
| Cherokee Insurance Co | 5,800 | $1.81M | 0.79% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 5,804 | $1.81M | 0.07% | −737−11.3% | Reduced |
| Counterweight Ventures, LLC | 5,810 | $1.81M | 1.18% | +148+2.6% | Added |
| Sowell Financial Services LLC | 5,819 | $1.82M | 0.07% | −5,661−49.3% | Reduced |
| Qsemble Capital Management, LP | 5,837 | $1.82M | 0.17% | +5,003+599.9% | Added |
| Bay Rivers Group | 5,839 | $1.82M | 0.83% | −450−7.2% | Reduced |
| Glassy Mountain Advisors, Inc. | 5,860 | $1.83M | 0.59% | −3,336−36.3% | Reduced |
| Affiance Financial, LLC | 5,864 | $1.83M | 0.37% | +26+0.4% | Added |
| Stevens Capital Management LP | 5,886 | $1.84M | 0.50% | −876−13.0% | Reduced |
| Cyndeo Wealth Partners, LLC | 5,901 | $1.84M | 0.11% | −21,426−78.4% | Reduced |
| Gifford Fong Associates | 5,918 | $1.85M | 0.43% | 00.0% | Unchanged |
| Hardy Reed LLC | 5,933 | $1.85M | 0.15% | +1,745+41.7% | Added |
| Matrix Trust Co | 5,937 | $1.85M | 0.29% | +2,246+60.9% | Added |
| Hartford Financial Management Inc. | 5,942 | $1.85M | 0.51% | +1,375+30.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 5,959 | $1.86M | 0.52% | +197+3.4% | Added |
| Legato Capital Management LLC | 5,959 | $1.86M | 0.22% | +3,938+194.9% | Added |
| Thoroughbred Financial Services, LLC | 5,968 | $1.86M | 0.13% | −4,247−41.6% | Reduced |
| Summit Global Investments | 5,986 | $1.87M | 0.11% | −488−7.5% | Reduced |
| Saxon Interests, Inc. | 3,566 | $1.87M | 0.87% | 00.0% | Unchanged |
| Wealth Architects, LLC | 5,987 | $1.87M | 0.19% | +205+3.5% | Added |
| Private Trust Co NA | 5,998 | $1.87M | 0.18% | −1,769−22.8% | Reduced |
| Dover Advisors, LLC | 5,999 | $1.87M | 0.82% | +37+0.6% | Added |
| Viking Fund Management LLC | 6,000 | $1.87M | 0.26% | +2,000+50.0% | Added |
| Fagan Associates, Inc. | 6,016 | $1.88M | 0.29% | −10.0% | Reduced |
| Jacobi Capital Management LLC | 6,049 | $1.89M | 0.13% | +1,924+46.6% | Added |
| Stonebrook Private Inc. | 6,003 | $1.89M | 0.44% | −331−5.2% | Reduced |
| Lineweaver Wealth Advisors, LLC | 6,109 | $1.91M | 0.30% | +1,100+22.0% | Added |
| Triglav Skladi, D.O.O. | 6,126 | $1.91M | 0.14% | −33,422−84.5% | Reduced |
| Pictet North America Advisors SA | 6,130 | $1.91M | 0.19% | −12,550−67.2% | Reduced |
| Tema ETFs LLC | 6,132 | $1.91M | 0.51% | −855−12.2% | Reduced |
| Banco de Sabadell, S.A | 6,172 | $1.92M | 1.33% | −1,295−17.3% | Reduced |
| Boston Family Office LLC | 6,168 | $1.92M | 0.13% | +363+6.3% | Added |
| Polen Capital Management LLC | 6,174 | $1.93M | 0.01% | −1,031,401−99.4% | Reduced |
| SPC Financial, Inc. | 6,194 | $1.93M | 0.16% | −394−6.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 6,204 | $1.94M | 0.07% | −1,341−17.8% | Reduced |
| Security National Bank | 6,213 | $1.94M | 0.34% | −11,065−64.0% | Reduced |
| Marathon Trading Investment Management LLC | 6,223 | $1.94M | 1.16% | +6,223 | New |
| Sendero Wealth Management, LLC | 6,239 | $1.95M | 0.24% | +2,699+76.2% | Added |
| Sage Mountain Advisors LLC | 6,265 | $1.95M | 0.13% | −58−0.9% | Reduced |
| Second Line Capital, LLC | 6,269 | $1.96M | 0.45% | −133−2.1% | Reduced |
| Greenfield Savings Bank | 6,273 | $1.96M | 0.89% | +322+5.4% | Added |
| NBC Securities, Inc. | 6,273 | $1.96M | 0.16% | −1,562−19.9% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 6,305 | $1.97M | 1.22% | +2,457+63.9% | Added |
| Impact Capital Partners LLC | 6,309 | $1.97M | 0.65% | −209−3.2% | Reduced |
| Baker Avenue Asset Management, LP | 6,327 | $1.97M | 0.06% | +334+5.6% | Added |
| Claro Advisors LLC | 6,336 | $1.98M | 0.33% | −3,717−37.0% | Reduced |