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
- 3,186
- −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
- 1,438 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 | 3,055 | $202.4B |
| Q4 2025 | 3,312 | $248.2B |
| Q3 2025 | 3,169 | $253.5B |
| Q2 2025 | 3,186 | $241.1B |
| Q1 2025 | 3,614 | $424.3B |
| Q4 2024 | 3,685 | $409.5B |
| Q3 2024 | 3,477 | $474.6B |
| Q2 2024 | 3,407 | $411.9B |
| Q1 2024 | 3,385 | $398.9B |
| Q4 2023 | 3,422 | $428.0B |
| Q3 2023 | 3,145 | $407.5B |
| Q2 2023 | 3,137 | $388.4B |
| Q1 2023 | 3,115 | $383.6B |
| Q4 2022 | 3,160 | $434.2B |
| Q3 2022 | 2,999 | $413.5B |
| Q2 2022 | 2,965 | $422.0B |
| Q1 2022 | 2,966 | $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 |
|---|---|---|---|---|---|
| Robinswood Financial LLC | 77 | $24.0K | 0.01% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 77 | $24.0K | 0.00% | −10−11.5% | Reduced |
| IAG Wealth Partners, LLC | 80 | $25.0K | 0.00% | 00.0% | Unchanged |
| Pillar Financial Advisors, LLC | 80 | $25.0K | 0.02% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 80 | $25.0K | 0.01% | +80 | New |
| Copia Wealth Management | 83 | $25.9K | 0.02% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 82 | $26.8K | 0.01% | −994−92.4% | Reduced |
| Cranbrook Wealth Management, LLC | 87 | $27.1K | 0.01% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 87 | $27.3K | 0.03% | +5+6.1% | Added |
| DHJJ Financial Advisors, Ltd. | 88 | $27.4K | 0.01% | −55−38.5% | Reduced |
| Gleason Group, Inc. | 91 | $28.3K | 0.00% | +1+1.1% | Added |
| Oliver Lagore Vanvalin Investment Group | 55 | $28.8K | 0.01% | +55 | New |
| Aster Capital Management (DIFC) Ltd | 93 | $29.0K | 0.01% | −79−45.9% | Reduced |
| Sagard Holdings Management Inc. | 94 | $29.3K | 0.08% | +94 | New |
| WealthCollab, LLC | 94 | $29.3K | 0.02% | −1−1.1% | Reduced |
| Capula Management Ltd | 96 | $29.9K | 0.00% | −934−90.7% | Reduced |
| Front Row Advisors LLC | 96 | $29.9K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 100 | $31.1K | 0.01% | +2+2.0% | Added |
| Horizons Wealth Management | 100 | $31.2K | 0.02% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 100 | $31.2K | 0.03% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 100 | $31.2K | 0.02% | +100 | New |
| Atlantic Private Wealth, LLC | 100 | $31.2K | 0.02% | +100 | New |
| Redwood Park Advisors LLC | 100 | $31.3K | 0.02% | −16−13.8% | Reduced |
| Solstein Capital, LLC | 104 | $32.4K | 0.02% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 105 | $32.8K | 0.01% | +43+69.4% | Added |
| Kilter Group LLC | 109 | $34.0K | 0.02% | +109 | New |
| Delos Wealth Advisors, LLC | 110 | $34.3K | 0.03% | +110 | New |
| Ogorek Anthony Joseph | 115 | $35.0K | 0.01% | −92−44.4% | Reduced |
| Avalon Trust Co | 113 | $35.2K | 0.00% | −2,111−94.9% | Reduced |
| Redmont Wealth Advisors LLC | 115 | $35.9K | 0.05% | +115 | New |
| Kimelman & Baird, LLC | 117 | $36.5K | 0.00% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 123 | $38.0K | 0.00% | −52,329−99.8% | Reduced |
| Glass Jacobson Investment Advisors llc | 123 | $38.4K | 0.01% | +55+80.9% | Added |
| Riverview Trust Co | 125 | $39.0K | 0.05% | −751−85.7% | Reduced |
| Financial Network Wealth Advisors LLC | 125 | $39.0K | 0.05% | −40−24.2% | Reduced |
| Fourth Dimension Wealth, LLC | 125 | $39.0K | 0.02% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 126 | $39.0K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 125 | $39.0K | 0.02% | 00.0% | Unchanged |
| Tidemark, LLC | 126 | $39.3K | 0.01% | −725−85.2% | Reduced |
| Sierra Ocean, LLC | 127 | $39.7K | 0.03% | −29−18.6% | Reduced |
| Wormser Freres Gestion | 128 | $39.9K | 0.02% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 130 | $40.6K | 0.03% | −4−3.0% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 132 | $41.0K | 0.00% | +70+112.9% | Added |
| Vega Investment Solutions | 132 | $41.2K | 0.01% | −392−74.8% | Reduced |
| TruNorth Capital Management, LLC | 134 | $41.8K | 0.01% | −184−57.9% | Reduced |
| Motco | 169 | $42.2K | 0.00% | −19,130−99.1% | Reduced |
| VSM Wealth Advisory, LLC | 136 | $42.5K | 0.01% | +25+22.5% | Added |
| New Millennium Group LLC | 137 | $42.9K | 0.02% | −3−2.1% | Reduced |
| ORG Wealth Partners, LLC | 133 | $43.7K | 0.01% | −638−82.7% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 143 | $44.6K | 0.05% | −180−55.7% | Reduced |
| Kentucky Trust Co | 143 | $44.6K | 0.03% | +50+53.8% | Added |
| Bellwether Advisors, LLC | 146 | $45.5K | 0.01% | +57+64.0% | Added |
| Roble, Belko & Company, Inc | 146 | $46.0K | 0.01% | 00.0% | Unchanged |
| Compass Planning Associates Inc | 148 | $46.3K | 0.04% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 150 | $46.8K | 0.02% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 153 | $47.0K | 0.01% | −17−10.0% | Reduced |
| Painted Porch Advisors LLC | 151 | $47.1K | 0.02% | +26+20.8% | Added |
| Comprehensive Financial Planning, Inc. | 152 | $47.3K | 0.04% | +121+390.3% | Added |
| Scarborough Advisors, LLC | 154 | $48.1K | 0.01% | +154 | New |
| Evelyn Partners Asset Management Ltd | 156 | $48.7K | 0.01% | −3,331−95.5% | Reduced |
| Creative Capital Management Investments LLC | 156 | $48.7K | 0.02% | +10+6.8% | Added |
| Total Investment Management Inc | 160 | $50.0K | 0.01% | +160 | New |
| Valued Wealth Advisors LLC | 161 | $50.2K | 0.03% | −7−4.2% | Reduced |
| WS Portfolio Advisory, LLC | 162 | $50.5K | 4.61% | −450−73.5% | Reduced |
| Evergreen Private Wealth LLC | 166 | $51.8K | 0.02% | 00.0% | Unchanged |
| North Capital, Inc. | 167 | $52.1K | 0.04% | −43−20.5% | Reduced |
| Vermillion Wealth Management, Inc. | 174 | $54.2K | 0.03% | +11+6.7% | Added |
| Beaird Harris Wealth Management, LLC | 175 | $54.6K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 180 | $56.2K | 0.05% | −14−7.2% | Reduced |
| Capital A Wealth Management, LLC | 108 | $56.9K | 0.65% | −1,003−90.3% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 186 | $57.2K | 0.04% | +21+12.7% | Added |
| Vestor Capital, LLC | 562 | $58.0K | 0.01% | −15,523−96.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 189 | $59.0K | 0.02% | +17+9.9% | Added |
| ZRC Wealth Management, LLC | 189 | $59.0K | 0.02% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 191 | $59.6K | 0.02% | +2+1.1% | Added |
| Delta Asset Management LLC | 193 | $60.2K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 198 | $61.8K | 0.01% | −13−6.2% | Reduced |
| Howard Hughes Medical Institute | 198 | $61.8K | 0.02% | +198 | New |
| Retirement Wealth Solutions LLC | 199 | $62.1K | 0.05% | +13+7.0% | Added |
| Slocum, Gordon & Co LLP | 200 | $62.4K | 0.05% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 200 | $62.4K | 0.02% | +200 | New |
| Hughes Financial Services, LLC | 261 | $64.1K | 0.01% | +138+112.2% | Added |
| DiNuzzo Private Wealth, Inc. | 209 | $65.2K | 0.01% | −35−14.3% | Reduced |
| CBIZ Investment Advisory Services, LLC | 210 | $65.4K | 0.00% | −220−51.2% | Reduced |
| Boyd Watterson Asset Management LLC | 214 | $66.8K | 0.02% | −53−19.9% | Reduced |
| Abound Wealth Management | 215 | $67.0K | 0.02% | −50−18.9% | Reduced |
| Highline Wealth Partners LLC | 221 | $68.9K | 0.02% | +2+0.9% | Added |
| Maj Invest Holding A/S | 222 | $69.0K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 224 | $69.9K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 227 | $70.8K | 0.03% | −269−54.2% | Reduced |
| Traub Capital Management LLC | 228 | $71.1K | 0.07% | +228 | New |
| Hazlett, Burt & Watson, Inc. | 230 | $72.0K | 0.03% | −429−65.1% | Reduced |
| Wood Tarver Financial Group, LLC | 234 | $72.0K | 0.02% | +114+95.0% | Added |
| Blue Bell Private Wealth Management, LLC | 231 | $72.1K | 0.01% | −154−40.0% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 232 | $72.4K | 0.02% | −73−23.9% | Reduced |
| Curat Global, LLC | 240 | $74.9K | 0.07% | −80−25.0% | Reduced |
| 1620 Investment Advisors, Inc. | 240 | $74.9K | 0.05% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 241 | $75.2K | 0.23% | +50+26.2% | Added |
| WealthTrak Capital Management LLC | 244 | $76.1K | 0.06% | +21+9.4% | Added |
| Tradewinds Capital Management, LLC | 245 | $76.4K | 0.02% | 00.0% | Unchanged |