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 |
|---|---|---|---|---|---|
| MJT & Associates Financial Advisory Group, Inc. | 250 | $78.0K | 0.10% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 253 | $78.9K | 0.06% | +77+43.8% | Added |
| Raffa Wealth Management, LLC | 254 | $79.2K | 0.02% | −211−45.4% | Reduced |
| Marquette Asset Management, LLC | 255 | $79.6K | 0.01% | −40−13.6% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 257 | $80.2K | 0.06% | −2,336−90.1% | Reduced |
| Smallwood Wealth Investment Management, LLC | 258 | $80.5K | 0.05% | +54+26.5% | Added |
| Sherman Asset Management, Inc. | 260 | $81.1K | 0.07% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 265 | $82.7K | 0.01% | −179−40.3% | Reduced |
| Quarry LP | 269 | $83.9K | 0.02% | +178+195.6% | Added |
| Bayforest Capital Ltd | 270 | $84.2K | 0.04% | +215+390.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 274 | $85.0K | 0.03% | −70−20.3% | Reduced |
| FSA Wealth Management LLC | 276 | $86.1K | 0.03% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 280 | $87.0K | 0.02% | +50+21.7% | Added |
| NewSquare Capital LLC | 283 | $88.3K | 0.01% | +24+9.3% | Added |
| Bank of New Hampshire | 290 | $90.5K | 0.02% | −9,719−97.1% | Reduced |
| TD Capital Management LLC | 290 | $90.5K | 0.01% | +21+7.8% | Added |
| GoalVest Advisory LLC | 295 | $92.0K | 0.02% | −2,973−91.0% | Reduced |
| WFA Asset Management Corp | 186 | $94.7K | 0.05% | −79−29.8% | Reduced |
| Bangor Savings Bank | 304 | $94.8K | 0.01% | −390−56.2% | Reduced |
| Aspect Partners, LLC | 306 | $95.5K | 0.05% | −9−2.9% | Reduced |
| McIlrath & Eck, LLC | 317 | $98.9K | 0.01% | −13−3.9% | Reduced |
| Wolff Wiese Magana LLC | 320 | $99.8K | 0.06% | −1,441−81.8% | Reduced |
| Standard Family Office LLC | 324 | $101.1K | 0.12% | 00.0% | Unchanged |
| Rational Advisors LLC | 324 | $101.1K | 0.01% | +324 | New |
| Cornerstone Planning Group LLC | 405 | $101.7K | 0.02% | −94−18.8% | Reduced |
| Financial Avengers, Inc. | 329 | $102.5K | 0.05% | +3+0.9% | Added |
| Hager Investment Management Services, LLC | 332 | $103.6K | 0.06% | −90−21.3% | Reduced |
| Western Pacific Wealth Management, LP | 336 | $104.8K | 0.10% | +36+12.0% | Added |
| Y.D. More Investments Ltd | 345 | $107.3K | 0.01% | −397−53.5% | Reduced |
| Pacific Center for Financial Services | 344 | $107.3K | 0.03% | −41−10.6% | Reduced |
| Quest 10 Wealth Builders, Inc. | 348 | $108.6K | 0.11% | +42+13.7% | Added |
| Avion Wealth | 350 | $109.0K | 0.02% | +104+42.3% | Added |
| Founders Capital Management | 350 | $109.2K | 0.07% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 350 | $109.2K | 0.00% | +350 | New |
| Private Wealth Management Group, LLC | 352 | $109.8K | 0.04% | +21+6.3% | Added |
| Banque Transatlantique SA | 360 | $112.6K | 0.00% | −326−47.5% | Reduced |
| Wellington Shields & Co., LLC | 361 | $112.6K | 0.03% | +66+22.4% | Added |
| Pinney & Scofield, Inc. | 362 | $112.9K | 0.08% | +17+4.9% | Added |
| True Wealth Design, LLC | 364 | $113.5K | 0.04% | +177+94.7% | Added |
| Montag & Caldwell, LLC | 364 | $113.6K | 0.02% | −14,113−97.5% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 365 | $113.9K | 0.18% | −30−7.6% | Reduced |
| Keener Financial Planning LLC | 373 | $116.0K | 0.06% | +300+411.0% | Added |
| First Community Trust NA | 373 | $116.4K | 0.09% | 00.0% | Unchanged |
| Union Savings Bank | 467 | $116.5K | 0.05% | −180−27.8% | Reduced |
| Hara Capital LLC | 374 | $116.7K | 0.07% | −10−2.6% | Reduced |
| Tortoise Investment Management, LLC | 375 | $117.0K | 0.01% | 00.0% | Unchanged |
| Binnacle Investments Inc | 383 | $119.5K | 0.08% | +249+185.8% | Added |
| TFC Financial Management | 390 | $121.7K | 0.02% | −190−32.8% | Reduced |
| Beacon Capital Management, LLC | 403 | $125.8K | 0.02% | −33−7.6% | Reduced |
| Wealth Preservation Advisors, LLC | 408 | $127.3K | 0.08% | −8−1.9% | Reduced |
| HighMark Wealth Management LLC | 417 | $130.2K | 0.06% | +75+21.9% | Added |
| Quest Partners LLC | 419 | $130.7K | 0.01% | −1,865−81.7% | Reduced |
| Fortitude Family Office, LLC | 424 | $132.3K | 0.04% | +21+5.2% | Added |
| Transce3nd, LLC | 429 | $133.8K | 0.06% | +47+12.3% | Added |
| IMG Wealth Management, Inc. | 433 | $135.1K | 0.10% | +84+24.1% | Added |
| Financial Freedom, LLC | 438 | $136.4K | 0.07% | +2+0.5% | Added |
| Bell Investment Advisors, Inc | 438 | $136.6K | 0.02% | −34−7.2% | Reduced |
| Kennebec Savings Bank | 439 | $137.0K | 0.13% | −41−8.5% | Reduced |
| Meeder Asset Management Inc | 447 | $139.4K | 0.01% | −3,596−88.9% | Reduced |
| Luminist Capital LLC | 442 | $144.0K | 0.14% | +23+5.5% | Added |
| Briaud Financial Planning, Inc | 466 | $145.0K | 0.06% | 00.0% | Unchanged |
| Addison Advisors LLC | 467 | $145.7K | 0.04% | +12+2.6% | Added |
| MB, Levis & Associates, LLC | 469 | $146.3K | 0.06% | +1+0.2% | Added |
| UMA Financial Services, Inc. | 471 | $146.9K | 0.02% | −82−14.8% | Reduced |
| Princeton Global Asset Management LLC | 474 | $147.7K | 0.03% | +233+96.7% | Added |
| Centricity Wealth Management, LLC | 475 | $148.2K | 0.12% | 00.0% | Unchanged |
| Garde Capital, Inc. | 485 | $151.3K | 0.01% | +44+10.0% | Added |
| WFA of San Diego, LLC | 486 | $151.6K | 0.11% | +486 | New |
| Atwood & Palmer Inc | 496 | $154.7K | 0.01% | −60−10.8% | Reduced |
| Ossiam | 500 | $156.0K | 0.00% | −5,215−91.3% | Reduced |
| Financial Gravity Companies, Inc. | 501 | $156.3K | 0.03% | +501 | New |
| Essential Partners LLC | 501 | $156.3K | 0.06% | +501 | New |
| Legacy Wealth Managment, LLC | 508 | $158.6K | 0.08% | +424+504.8% | Added |
| Legacy Investment Solutions, LLC | 508 | $158.6K | 0.08% | +508 | New |
| Dougherty Wealth Advisers LLC | 510 | $159.1K | 0.11% | 00.0% | Unchanged |
| YANKCOM Partnership | 510 | $159.1K | 0.08% | −24−4.5% | Reduced |
| SJS Investment Consulting Inc. | 511 | $159.3K | 0.03% | −36−6.6% | Reduced |
| Ridgewood Investments LLC | 511 | $159.4K | 0.07% | +390+322.3% | Added |
| Horizon Financial Services, LLC | 514 | $160.3K | 0.09% | +4+0.8% | Added |
| American Capital Advisory, LLC | 518 | $161.6K | 0.08% | +309+147.8% | Added |
| Albion Financial Group | 519 | $162.0K | 0.01% | −34,034−98.5% | Reduced |
| Costello Asset Management, INC | 530 | $165.3K | 0.06% | −2,305−81.3% | Reduced |
| Acima Private Wealth, LLC | 538 | $167.8K | 0.06% | 00.0% | Unchanged |
| Centennial Bank | 544 | $169.7K | 0.07% | −275−33.6% | Reduced |
| Mascoma Wealth Management LLC | 547 | $170.6K | 0.04% | −92−14.4% | Reduced |
| Old Point Trust & Financial Services N A | 551 | $171.9K | 0.06% | −44−7.4% | Reduced |
| Truvestments Capital LLC | 552 | $172.2K | 0.03% | −84−13.2% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 552 | $172.3K | 0.11% | +3+0.5% | Added |
| Bogart Wealth, LLC | 556 | $173.5K | 0.01% | −8,246−93.7% | Reduced |
| TCI Wealth Advisors, Inc. | 568 | $177.2K | 0.01% | −375−39.8% | Reduced |
| WPG Advisers, LLC | 570 | $177.8K | 0.15% | −255−30.9% | Reduced |
| Pin Oak Investment Advisors Inc | 342 | $179.0K | 0.15% | −660−65.9% | Reduced |
| TSFG, LLC | 572 | $179.0K | 0.03% | +52+10.0% | Added |
| Gladius Capital Management LP | 577 | $180.0K | 0.28% | −916−61.4% | Reduced |
| Groupe la Francaise | 596 | $185.1K | 0.00% | −27,602−97.9% | Reduced |
| Rossby Financial, LCC | 609 | $190.0K | 0.07% | +1+0.2% | Added |
| Stone House Investment Management, LLC | 609 | $190.1K | 0.03% | +287+89.1% | Added |
| Frazier Financial Advisors, LLC | 611 | $190.8K | 0.13% | −6−1.0% | Reduced |
| Newton One Investments LLC | 614 | $191.6K | 0.06% | +4+0.7% | Added |
| Sittner & Nelson, LLC | 636 | $198.5K | 0.08% | 00.0% | Unchanged |