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 |
|---|---|---|---|---|---|
| Brown Financial Advisors | 6,338 | $1.98M | 0.77% | +638+11.2% | Added |
| BCGM Wealth Management, LLC | 6,355 | $1.98M | 0.56% | +2,359+59.0% | Added |
| Community Bank, N.A. | 6,358 | $1.98M | 0.26% | −600−8.6% | Reduced |
| Venator Management LLC | 6,370 | $1.99M | 0.51% | +6,370 | New |
| Greater Midwest Financial Group, LLC | 6,379 | $1.99M | 1.52% | +1,241+24.2% | Added |
| Newbridge Financial Services Group, Inc. | 6,399 | $2.00M | 0.32% | +5,641+744.2% | Added |
| Blue Square Asset Management, LLC | 6,419 | $2.00M | 0.94% | +1,228+23.7% | Added |
| Deltec Asset Management LLC | 6,420 | $2.00M | 0.36% | +6,420 | New |
| Somerset Trust Co | 6,425 | $2.00M | 0.65% | −558−8.0% | Reduced |
| Landscape Capital Management, L.L.C. | 6,427 | $2.01M | 0.16% | −6,835−51.5% | Reduced |
| Birch Capital Management, LLC | 6,441 | $2.01M | 1.03% | −110−1.7% | Reduced |
| Elefante Mark B | 6,441 | $2.01M | 1.51% | +541+9.2% | Added |
| Private Wealth Asset Management, LLC | 6,445 | $2.01M | 0.27% | −953−12.9% | Reduced |
| Jessup Wealth Management, Inc | 6,449 | $2.01M | 0.81% | +99+1.6% | Added |
| Royal Capital Wealth Management, LLC | 6,451 | $2.01M | 1.34% | +21+0.3% | Added |
| Pallas Capital Advisors LLC | 6,484 | $2.02M | 0.08% | −16,987−72.4% | Reduced |
| TFR Capital, LLC. | 6,490 | $2.02M | 0.73% | −160−2.4% | Reduced |
| Culbertson A N & Co Inc | 6,498 | $2.03M | 0.31% | −5,306−45.0% | Reduced |
| Cidel Asset Management Inc | 6,511 | $2.03M | 0.12% | +1,118+20.7% | Added |
| Permanens Capital L.P. | 6,537 | $2.04M | 0.28% | +4,044+162.2% | Added |
| Texas Yale Capital Corp. | 6,587 | $2.05M | 0.07% | +4,070+161.7% | Added |
| Mirabella Financial Services LLP | 6,572 | $2.06M | 0.22% | −103,487−94.0% | Reduced |
| Interchange Capital Partners, LLC | 6,611 | $2.06M | 0.48% | +2,190+49.5% | Added |
| Meiji Yasuda Life Insurance Co | 6,622 | $2.07M | 0.06% | −35,560−84.3% | Reduced |
| Janney Capital Management LLC | 6,623 | $2.07M | 0.13% | −13,414−66.9% | Reduced |
| Moors & Cabot, Inc. | 6,629 | $2.07M | 0.10% | −1,139−14.7% | Reduced |
| Opal Wealth Advisors, LLC | 6,680 | $2.08M | 0.58% | +2,337+53.8% | Added |
| Capital Wealth Planning, LLC | 6,681 | $2.08M | 0.02% | −911,587−99.3% | Reduced |
| LaSalle St. Investment Advisors, LLC | 6,694 | $2.09M | 0.57% | +4,134+161.5% | Added |
| Constitution Capital LLC | 6,702 | $2.09M | 1.07% | −2,225−24.9% | Reduced |
| Columbus Macro, LLC | 6,714 | $2.09M | 0.26% | −427−6.0% | Reduced |
| CWA Asset Management Group, LLC | 6,726 | $2.10M | 0.09% | −1,792−21.0% | Reduced |
| Greenline Partners, LLC | 6,738 | $2.10M | 0.28% | −30.0% | Reduced |
| Connable Office Inc | 6,739 | $2.10M | 0.21% | −1,417−17.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 6,739 | $2.10M | 0.39% | +366+5.7% | Added |
| Larson Financial Group LLC | 6,740 | $2.10M | 0.08% | −4,489−40.0% | Reduced |
| Arete Wealth Advisors, LLC | 6,751 | $2.11M | 0.15% | −46−0.7% | Reduced |
| NBW Capital LLC | 6,761 | $2.11M | 0.46% | −37−0.5% | Reduced |
| IMS Capital Management | 6,762 | $2.11M | 0.99% | +3,145+87.0% | Added |
| Smith, Salley & Associates | 6,794 | $2.12M | 0.12% | +3,394+99.8% | Added |
| Fidelis Capital Partners, LLC | 8,640 | $2.12M | 0.19% | −829−8.8% | Reduced |
| Valmark Advisers, Inc. | 6,816 | $2.13M | 0.03% | −429−5.9% | Reduced |
| Constant Guidance Financial LLC | 6,818 | $2.13M | 2.14% | +6,818 | New |
| TownSquare Capital, LLC | 6,823 | $2.13M | 0.21% | −59,543−89.7% | Reduced |
| Dohj, LLC | 4,978 | $2.13M | 0.62% | −58−1.2% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 6,836 | $2.13M | 0.70% | +2,540+59.1% | Added |
| Easterly Investment Partners LLC | 6,837 | $2.13M | 0.15% | +6,837 | New |
| Gsa Capital Partners LLP | 6,839 | $2.13M | 0.15% | +3,712+118.7% | Added |
| Fortis Group Advisors, LLC | 8,562 | $2.14M | 0.39% | +5,729+202.2% | Added |
| Keel Point, LLC | 6,865 | $2.14M | 0.14% | +725+11.8% | Added |
| Kingswood Wealth Advisors, LLC | 6,921 | $2.16M | 0.17% | −1,229−15.1% | Reduced |
| Symmetry Investments LP | 6,947 | $2.17M | 0.18% | +632+10.0% | Added |
| Integrity Alliance, LLC. | 6,948 | $2.17M | 0.12% | −6,447−48.1% | Reduced |
| KKM Financial LLC | 6,960 | $2.17M | 0.76% | +1,169+20.2% | Added |
| SLT Holdings LLC | 6,981 | $2.18M | 1.62% | +153+2.2% | Added |
| Condor Capital Management | 6,990 | $2.18M | 0.19% | +12+0.2% | Added |
| Delta Capital Management LLC | 7,005 | $2.19M | 1.22% | 00.0% | Unchanged |
| S&T Bank | 7,022 | $2.19M | 0.67% | +186+2.7% | Added |
| Snider Financial Group | 7,024 | $2.19M | 0.63% | −29−0.4% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 7,025 | $2.19M | 0.34% | +6,168+719.7% | Added |
| Parkside Financial Bank & Trust | 7,072 | $2.21M | 0.24% | +960+15.7% | Added |
| Capital Asset Advisory Services LLC | 6,779 | $2.21M | 0.10% | −207−3.0% | Reduced |
| Confluence Wealth Services, Inc. | 7,101 | $2.22M | 0.12% | −379−5.1% | Reduced |
| Secured Retirement Advisors, LLC | 7,106 | $2.22M | 1.32% | +4,144+139.9% | Added |
| Accent Capital Management, LLC | 7,110 | $2.22M | 0.99% | +645+10.0% | Added |
| Atomi Financial Group, Inc. | 7,111 | $2.22M | 0.08% | −161−2.2% | Reduced |
| Maia Wealth LLC | 7,114 | $2.22M | 0.42% | +3,186+81.1% | Added |
| SageView Advisory Group, LLC | 7,882 | $2.22M | 0.08% | −2,096−21.0% | Reduced |
| Arlington Partners LLC | 7,144 | $2.23M | 0.82% | +7,144 | New |
| R.H. Investment Group, LLC | 7,149 | $2.23M | 2.04% | +30+0.4% | Added |
| Spears Abacus Advisors LLC | 7,163 | $2.23M | 0.05% | −254−3.4% | Reduced |
| TD Private Client Wealth LLC | 7,186 | $2.24M | 0.06% | −5,214−42.0% | Reduced |
| Simon Quick Advisors, LLC | 7,190 | $2.24M | 0.11% | +809+12.7% | Added |
| Pinnacle West Asset Management, Inc. | 7,210 | $2.25M | 1.55% | +95+1.3% | Added |
| Savvy Advisors, Inc. | 7,212 | $2.25M | 0.15% | +2,221+44.5% | Added |
| Pathway Financial Advisers, LLC | 7,221 | $2.25M | 0.73% | +457+6.8% | Added |
| Beech Hill Advisors, Inc. | 7,227 | $2.25M | 1.01% | +7,227 | New |
| Brown Miller Wealth Management, LLC | 7,228 | $2.25M | 0.70% | +648+9.8% | Added |
| SlateStone Wealth, LLC | 7,228 | $2.25M | 0.21% | −519−6.7% | Reduced |
| Raab & Moskowitz Asset Management LLC | 7,232 | $2.26M | 0.54% | −224−3.0% | Reduced |
| Oakworth Capital, Inc. | 7,249 | $2.26M | 0.15% | +2,699+59.3% | Added |
| Optimum Investment Advisors | 7,258 | $2.26M | 0.98% | −24−0.3% | Reduced |
| JB Capital LLC | 7,271 | $2.27M | 0.11% | +5,934+443.8% | Added |
| Gryphon Financial Partners LLC | 7,281 | $2.27M | 0.30% | +700+10.6% | Added |
| Howard Capital Management Inc. | 7,284 | $2.27M | 0.03% | +418+6.1% | Added |
| MPS Loria Financial Planners, LLC | 7,292 | $2.27M | 0.67% | +36+0.5% | Added |
| Ahl Investment Management, Inc. | 7,312 | $2.28M | 1.52% | +3,917+115.4% | Added |
| Forum Financial Management, LP | 7,336 | $2.29M | 0.03% | −1,312−15.2% | Reduced |
| Ted Buchan & Co | 7,354 | $2.29M | 0.91% | +1,454+24.6% | Added |
| Peak Financial Advisors LLC | 7,368 | $2.30M | 1.18% | +7,368 | New |
| Viawealth, LLC | 7,417 | $2.31M | 1.37% | −582−7.3% | Reduced |
| Studio Investment Management LLC | 7,427 | $2.32M | 0.47% | +165+2.3% | Added |
| Wellington Shields Capital Management, LLC | 7,434 | $2.32M | 0.39% | −8,422−53.1% | Reduced |
| Ulland Investment Advisors, LLC | 7,441 | $2.32M | 1.77% | −1,915−20.5% | Reduced |
| Signet Investment Advisory Group, Inc. | 7,448 | $2.32M | 1.19% | +165+2.3% | Added |
| Game Creek Capital, LP | 7,450 | $2.32M | 1.19% | +7,450 | New |
| TFG Advisers LLC | 7,461 | $2.33M | 0.80% | −277−3.6% | Reduced |
| Capital Investment Advisory Services, LLC | 7,469 | $2.33M | 0.19% | +2,990+66.8% | Added |
| Te Ahumairangi Investment Management Ltd | 7,505 | $2.34M | 0.42% | +929+14.1% | Added |
| Udine Wealth Management, Inc. | 7,529 | $2.35M | 1.41% | +7,529 | New |