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 |
|---|---|---|---|---|---|
| Fosun International Ltd | 7,537 | $2.35M | 0.74% | +2,380+46.2% | Added |
| Modern Wealth Management, LLC | 7,542 | $2.35M | 0.06% | +546+7.8% | Added |
| Skopos Labs, Inc. | 7,542 | $2.35M | 0.31% | +766+11.3% | Added |
| Victrix Investment Advisors | 7,548 | $2.35M | 1.04% | +1,973+35.4% | Added |
| Shayne & Co., LLC | 7,550 | $2.36M | 0.78% | −90−1.2% | Reduced |
| Itau Unibanco Holding S.A. | 7,555 | $2.36M | 0.09% | +7,555 | New |
| SCS Capital Management LLC | 7,570 | $2.36M | 0.03% | +2,961+64.2% | Added |
| Journey Strategic Wealth LLC | 7,641 | $2.38M | 0.08% | +1,615+26.8% | Added |
| Intrust Bank NA | 7,648 | $2.39M | 0.21% | −1,503−16.4% | Reduced |
| Enterprise Bank & Trust Co | 7,663 | $2.39M | 0.89% | −80−1.0% | Reduced |
| Independence Bank of Kentucky | 7,666 | $2.39M | 0.34% | −644−7.7% | Reduced |
| GeoWealth Management, LLC | 7,683 | $2.40M | 0.09% | −2,495−24.5% | Reduced |
| Skylands Capital, LLC | 7,715 | $2.41M | 0.35% | +7,715 | New |
| Integrated Advisors Network LLC | 7,736 | $2.41M | 0.11% | −1,315−14.5% | Reduced |
| Cascades Capital Asset Management, LLC | 7,764 | $2.42M | 1.25% | −242−3.0% | Reduced |
| Money Concepts Capital Corp | 7,780 | $2.43M | 0.16% | +2,580+49.6% | Added |
| Coastline Trust Co | 7,796 | $2.43M | 0.28% | −1,972−20.2% | Reduced |
| WT Wealth Management | 7,806 | $2.44M | 0.72% | +7,806 | New |
| English Capital Management LLC | 7,841 | $2.45M | 1.62% | +7,841 | New |
| SRS Capital Advisors, Inc. | 7,860 | $2.45M | 0.11% | +3,895+98.2% | Added |
| Carret Asset Management, LLC | 7,883 | $2.46M | 0.26% | −207−2.6% | Reduced |
| Bond & Devick Financial Network, Inc. | 7,889 | $2.46M | 0.82% | −402−4.8% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 7,897 | $2.46M | 0.26% | +7,897 | New |
| Arjuna Capital | 7,904 | $2.47M | 0.65% | −372−4.5% | Reduced |
| Ronald Blue Trust, Inc. | 7,936 | $2.48M | 0.03% | −1,277−13.9% | Reduced |
| Becker Capital Management Inc | 7,968 | $2.49M | 0.08% | +20+0.3% | Added |
| HealthInvest Partners AB | 13,727 | $2.49M | 1.06% | −12,055−46.8% | Reduced |
| Jackson Square Partners, LLC | 7,971 | $2.49M | 0.92% | +7,971 | New |
| Winton Group Ltd | 8,000 | $2.50M | 0.13% | +876+12.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 8,034 | $2.51M | 0.21% | −716−8.2% | Reduced |
| Insigneo Advisory Services, LLC | 8,037 | $2.51M | 0.22% | +2,124+35.9% | Added |
| RMB Capital Management, LLC | 8,065 | $2.52M | 0.05% | −70,183−89.7% | Reduced |
| AIMZ Investment Advisors, LLC | 8,069 | $2.52M | 0.84% | +2,491+44.7% | Added |
| Family Legacy, Inc. | 8,077 | $2.52M | 0.82% | +99+1.2% | Added |
| Empire Life Investments Inc. | 8,099 | $2.53M | 0.16% | −4,223−34.3% | Reduced |
| Visionary Wealth Advisors | 8,110 | $2.53M | 0.13% | +7,042+659.4% | Added |
| Fischer Financial Services, Inc. | 8,134 | $2.53M | 0.74% | −370−4.4% | Reduced |
| Generali Investments, Management Co LLC | 8,126 | $2.53M | 0.57% | +2,905+55.6% | Added |
| Founders Financial Securities LLC | 8,119 | $2.53M | 0.19% | +738+10.0% | Added |
| Greenwood Capital Associates LLC | 8,119 | $2.53M | 0.32% | +8,119 | New |
| New England Research & Management, Inc. | 8,120 | $2.53M | 1.20% | +8,120 | New |
| Nicollet Investment Management, Inc. | 8,139 | $2.54M | 0.85% | −380−4.5% | Reduced |
| Pensionfund Sabic | 8,150 | $2.54M | 0.72% | −100−1.2% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 8,153 | $2.54M | 0.64% | −6,355−43.8% | Reduced |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 8,168 | $2.55M | 0.30% | +375+4.8% | Added |
| Kinneret Advisory, LLC | 8,184 | $2.55M | 0.23% | −12−0.1% | Reduced |
| South State Corp. | 8,191 | $2.56M | 0.11% | −828−9.2% | Reduced |
| Naviter Wealth, LLC | 8,206 | $2.56M | 0.32% | −198−2.4% | Reduced |
| SevenBridge Financial Group, LLC | 9,829 | $2.57M | 0.45% | +1,570+19.0% | Added |
| Fragasso Group Inc. | 8,285 | $2.58M | 0.17% | −646−7.2% | Reduced |
| McGinn Investment Management, Inc. | 8,285 | $2.58M | 1.64% | +8,285 | New |
| VestGen Advisors, LLC | 8,588 | $2.60M | 0.10% | −7,159−45.5% | Reduced |
| Csenge Advisory Group | 8,614 | $2.60M | 0.14% | −878−9.2% | Reduced |
| Northcape Wealth Management, LLC | 8,347 | $2.60M | 0.79% | +3,944+89.6% | Added |
| Fulton Bank, N.A. | 8,348 | $2.60M | 0.10% | −1,876−18.3% | Reduced |
| Citizens Business Bank | 8,368 | $2.61M | 0.51% | +75+0.9% | Added |
| Compton Wealth Advisory Group, LLC | 8,405 | $2.62M | 0.66% | −59−0.7% | Reduced |
| CCM Investment Advisers LLC | 8,416 | $2.63M | 0.28% | −22,855−73.1% | Reduced |
| Plimoth Trust Co LLC | 8,435 | $2.63M | 0.63% | +275+3.4% | Added |
| Martin Capital Partners, LLC | 8,455 | $2.64M | 1.03% | +5,648+201.2% | Added |
| Ami Investment Management Inc | 8,470 | $2.64M | 0.68% | +1,987+30.6% | Added |
| Petros Family Wealth, LLC | 8,473 | $2.64M | 2.42% | +210+2.5% | Added |
| Berkshire Asset Management LLC | 8,495 | $2.65M | 0.12% | −399−4.5% | Reduced |
| Soapstone Management L.P. | 8,500 | $2.65M | 1.76% | +8,500 | New |
| HM Payson & Co | 8,504 | $2.65M | 0.04% | −40,242−82.6% | Reduced |
| Wealthcare Advisory Partners LLC | 8,535 | $2.66M | 0.06% | +3,320+63.7% | Added |
| Icapital Wealth LLC | 8,581 | $2.68M | 1.52% | +8,066+1,566.2% | Added |
| Tranquility Partners, LLC | 8,615 | $2.69M | 0.96% | −349−3.9% | Reduced |
| Moloney Securities Asset Management, LLC | 8,622 | $2.69M | 0.33% | +2,350+37.5% | Added |
| DeDora Capital, Inc. | 8,640 | $2.70M | 0.70% | −234−2.6% | Reduced |
| Rehmann Capital Advisory Group | 8,642 | $2.70M | 0.16% | +2,897+50.4% | Added |
| V2 Financial group LLC | 8,645 | $2.70M | 1.63% | +8,067+1,395.7% | Added |
| Formidable Asset Management, LLC | 5,157 | $2.70M | 0.45% | −20−0.4% | Reduced |
| Capital Advisors Inc | 8,689 | $2.71M | 0.05% | −68,388−88.7% | Reduced |
| Lindenwold Advisors | 8,691 | $2.71M | 1.41% | +240+2.8% | Added |
| Huntleigh Advisors, Inc. | 8,700 | $2.71M | 0.52% | +6,684+331.5% | Added |
| Mechanics Bank Trust Department | 8,706 | $2.72M | 0.39% | −553−6.0% | Reduced |
| Dempze Nancy E | 8,760 | $2.73M | 1.58% | +324+3.8% | Added |
| Cassaday & Co Wealth Management LLC | 8,769 | $2.74M | 0.07% | +2,627+42.8% | Added |
| MOKAN Wealth Management Inc. | 8,785 | $2.74M | 1.53% | +3,424+63.9% | Added |
| Sumitomo Life Insurance Co | 8,805 | $2.75M | 0.19% | −548−5.9% | Reduced |
| Moody National Bank Trust Division | 8,810 | $2.75M | 0.25% | −666−7.0% | Reduced |
| Rakuten Securities, Inc. | 8,819 | $2.75M | 1.08% | +8,186+1,293.2% | Added |
| Notis-McConarty Edward | 8,837 | $2.76M | 1.34% | +941+11.9% | Added |
| Western Wealth Management, LLC | 8,855 | $2.76M | 0.16% | +299+3.5% | Added |
| Delaney Dennis R | 8,896 | $2.78M | 1.43% | −300−3.3% | Reduced |
| Capital Insight Partners, LLC | 8,902 | $2.78M | 0.48% | −387−4.2% | Reduced |
| Monetary Management Group Inc | 8,908 | $2.78M | 0.68% | +1,061+13.5% | Added |
| Cigna Investments Inc | 8,955 | $2.79M | 0.48% | −291−3.1% | Reduced |
| F/M Investments LLC | 8,979 | $2.80M | 0.10% | −20,257−69.3% | Reduced |
| Frank, Rimerman Advisors LLC | 8,979 | $2.80M | 0.19% | −6,198−40.8% | Reduced |
| Bristlecone Advisors, LLC | 8,992 | $2.81M | 0.24% | −1,403−13.5% | Reduced |
| Adell Harriman & Carpenter Inc | 9,037 | $2.82M | 0.19% | −12,415−57.9% | Reduced |
| Stonegate Investment Group, LLC | 9,053 | $2.82M | 0.07% | −1,341−12.9% | Reduced |
| Boothbay Fund Management, LLC | 9,057 | $2.83M | 0.09% | +8,639+2,066.7% | Added |
| Paradigm Asset Management Co LLC | 9,080 | $2.83M | 0.70% | −300−3.2% | Reduced |
| Morton Community Bank | 9,087 | $2.83M | 0.70% | +985+12.2% | Added |
| Cynosure Management, LLC | 9,098 | $2.84M | 0.32% | +8,354+1,122.8% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 9,110 | $2.84M | 0.08% | −243,295−96.4% | Reduced |
| Calamos Wealth Management LLC | 9,124 | $2.85M | 0.12% | −23,605−72.1% | Reduced |