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 |
|---|---|---|---|---|---|
| Ritter Daniher Financial Advisory LLC | 637 | $198.7K | 0.05% | −36−5.3% | Reduced |
| Olistico Wealth, LLC | 639 | $199.5K | 0.11% | −35−5.2% | Reduced |
| Investments & Financial Planning, LLC | 642 | $200.3K | 0.12% | +214+50.0% | Added |
| Brio Consultants, LLC | 644 | $200.9K | 0.03% | +150+30.4% | Added |
| Exeter Financial, LLC | 645 | $201.1K | 0.09% | +189+41.4% | Added |
| Carl P. Sherr & Co., LLC | 645 | $201.2K | 0.10% | 00.0% | Unchanged |
| International Private Wealth Advisors LLC | 647 | $201.7K | 0.17% | −51−7.3% | Reduced |
| Ring Mountain Capital, LLC | 714 | $201.8K | 0.12% | −47−6.2% | Reduced |
| Quilter Plc | 647 | $201.8K | 0.00% | +647 | New |
| SGL Investment Advisors, Inc. | 656 | $201.9K | 0.10% | −1,244−65.5% | Reduced |
| Argent Advisors, Inc. | 649 | $202.5K | 0.06% | −3−0.5% | Reduced |
| McGowan Group Asset Management, Inc. | 650 | $202.7K | 0.03% | −114−14.9% | Reduced |
| Rise Advisors, LLC | 650 | $202.9K | 0.08% | −78−10.7% | Reduced |
| Intelligence Driven Advisers, LLC | 651 | $203.1K | 0.03% | +651 | New |
| Hopwood Financial Services, Inc. | 653 | $203.9K | 0.16% | +31+5.0% | Added |
| Landaas & Co | 653 | $204.0K | 0.05% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 654 | $204.0K | 0.03% | −92−12.3% | Reduced |
| Scott Marsh Financial, LLC | 654 | $204.1K | 0.08% | +654 | New |
| DAGCO, Inc. | 655 | $204.3K | 0.06% | −305−31.8% | Reduced |
| Old Port Advisors | 656 | $204.6K | 0.06% | −62−8.6% | Reduced |
| Team Financial Group, LLC | 656 | $204.6K | 0.10% | +197+42.9% | Added |
| Mission Creek Capital Partners, Inc. | 657 | $204.9K | 0.05% | +26+4.1% | Added |
| Lifelong Wealth Advisors, Inc. | 657 | $205.0K | 0.07% | +88+15.5% | Added |
| Old North State Wealth Management, LLC | 654 | $205.1K | 0.11% | +654 | New |
| One Charles Private Wealth Services, LLC | 658 | $205.3K | 0.06% | −26−3.8% | Reduced |
| Morton Capital Management LLC | 660 | $205.8K | 0.04% | +270+69.2% | Added |
| Disciplined Equity Management, Inc. | 660 | $205.9K | 0.12% | 00.0% | Unchanged |
| Rainier Family Wealth Inc | 661 | $206.2K | 0.21% | −168−20.3% | Reduced |
| TCFG Wealth Management, LLC | 661 | $206.3K | 0.09% | +5+0.8% | Added |
| Onyx Bridge Wealth Group LLC | 661 | $206.3K | 0.03% | −227−25.6% | Reduced |
| Lakeshore Financial Planning, Inc. | 662 | $206.5K | 0.08% | +2+0.3% | Added |
| Aufman Associates Inc | 663 | $206.7K | 0.13% | 00.0% | Unchanged |
| TradeWell Securities, LLC. | 664 | $207.0K | 0.10% | +5+0.8% | Added |
| W.H. Cornerstone Investments Inc. | 664 | $207.3K | 0.13% | −331−33.3% | Reduced |
| RW Investment Management LLC | 665 | $207.5K | 0.02% | +188+39.4% | Added |
| Hibernia Wealth Partners, LLC | 663 | $207.5K | 0.08% | +663 | New |
| Family Management Corp | 667 | $208.1K | 0.03% | −86−11.4% | Reduced |
| bLong Financial, LLC | 667 | $208.1K | 0.16% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 669 | $208.7K | 0.07% | −11−1.6% | Reduced |
| Shilanski & Associates, Inc. | 669 | $208.7K | 0.06% | −9−1.3% | Reduced |
| Prakash Investment Advisors LLC | 400 | $209.5K | 0.23% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 672 | $209.6K | 0.04% | −2,848−80.9% | Reduced |
| May Barnhard Investments LLC | 674 | $210.4K | 0.10% | −360−34.8% | Reduced |
| Mustard Seed Financial, LLC | 675 | $210.6K | 0.15% | 00.0% | Unchanged |
| Stephenson & Company, Inc. | 678 | $211.4K | 0.13% | +37+5.8% | Added |
| Towerpoint Wealth, LLC | 678 | $211.5K | 0.09% | −35−4.9% | Reduced |
| Montz Harcus Wealth Management LLC | 679 | $212.0K | 0.10% | +74+12.2% | Added |
| Sterling Investment Advisors, Ltd. | 680 | $212.1K | 0.05% | +104+18.1% | Added |
| Leisure Capital Management | 681 | $212.5K | 0.08% | +12+1.8% | Added |
| Jacobsen Capital Management | 682 | $212.8K | 0.08% | −758−52.6% | Reduced |
| American Financial Advisors, LLC | 682 | $212.8K | 0.03% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 684 | $213.4K | 0.06% | 00.0% | Unchanged |
| KDT Advisors, LLC | 685 | $213.7K | 0.34% | −2−0.3% | Reduced |
| Fortem Financial Group, LLC | 685 | $213.8K | 0.07% | −24−3.4% | Reduced |
| Birchcreek Wealth Management, LLC | 687 | $214.3K | 0.12% | −1−0.1% | Reduced |
| Seldon Capital LP | 687 | $214.3K | 0.09% | 00.0% | Unchanged |
| Crewe Advisors LLC | 687 | $214.4K | 0.03% | +687 | New |
| Hill Island Financial LLC | 688 | $214.8K | 0.06% | +688 | New |
| Greenwood Gearhart Inc | 690 | $215.1K | 0.01% | −35−4.8% | Reduced |
| Independent Family Office, LLC | 690 | $215.3K | 0.10% | +100+16.9% | Added |
| Covestor Ltd | 693 | $216.0K | 0.13% | +137+24.6% | Added |
| Provident Wealth Management, LLC | 693 | $216.2K | 0.07% | +693 | New |
| Littlejohn Financial Services, Inc. | 697 | $217.4K | 0.17% | −3,443−83.2% | Reduced |
| HORAN Wealth, LLC | 698 | $217.8K | 0.07% | +698 | New |
| MBE Wealth Management, LLC | 699 | $218.1K | 0.09% | +31+4.6% | Added |
| Berger Financial Group, Inc | – | $218.4K | 0.01% | – | – |
| HMV Wealth Advisors, LLC | 700 | $218.4K | 0.14% | −1,127−61.7% | Reduced |
| May Hill Capital, LLC | 700 | $218.4K | 0.07% | −74−9.6% | Reduced |
| H&H Retirement Design & Management INC | 774 | $218.5K | 0.12% | +74+10.6% | Added |
| Acorn Financial Advisory Services Inc | 704 | $219.5K | 0.04% | +78+12.5% | Added |
| Capstone Financial Advisors, Inc. | 704 | $219.6K | 0.01% | +7+1.0% | Added |
| Windle Wealth, LLC | 704 | $219.7K | 0.11% | +704 | New |
| Spinnaker Investment Group, LLC | 704 | $219.7K | 0.05% | +704 | New |
| Fountainhead AM, LLC | 704 | $219.8K | 0.03% | +13+1.9% | Added |
| Linscomb & Williams, Inc. | 706 | $220.3K | 0.01% | −114−13.9% | Reduced |
| Sax Wealth Advisors, LLC | 706 | $220.3K | 0.01% | +47+7.1% | Added |
| Ridgecrest Wealth Partners, LLC | 707 | $220.5K | 0.12% | −274−27.9% | Reduced |
| First United Bank Trust | 708 | $220.9K | 0.08% | −10−1.4% | Reduced |
| Alliance Wealth Advisors, LLC | 709 | $221.3K | 0.05% | −2,870−80.2% | Reduced |
| Bank Ozk | 710 | $221.5K | 0.08% | −56−7.3% | Reduced |
| Marino, Stram & Associates LLC | 711 | $221.8K | 0.04% | −46−6.1% | Reduced |
| Accelerate Investment Advisors LLC | 711 | $221.8K | 0.17% | −181−20.3% | Reduced |
| Millstone Evans Group, LLC | 712 | $222.1K | 0.15% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 712 | $222.3K | 0.06% | +712 | New |
| AJ Advisors, LLC | 714 | $222.6K | 0.10% | +6+0.8% | Added |
| Braun-Bostich & Associates Inc. | 714 | $222.7K | 0.15% | −99−12.2% | Reduced |
| JGP Wealth Management, LLC | 716 | $223.3K | 0.03% | −304−29.8% | Reduced |
| Alterna Wealth Management, Inc | 718 | $224.0K | 0.18% | +718 | New |
| Breed's Hill Capital LLC | 718 | $224.1K | 0.11% | −292−28.9% | Reduced |
| Investors Asset Management of Georgia Inc | 719 | $224.3K | 0.10% | 00.0% | Unchanged |
| Alteri Wealth LLC | 719 | $224.3K | 0.09% | −863−54.6% | Reduced |
| Philadelphia Trust Co | 720 | $225.0K | 0.02% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 723 | $225.6K | 0.16% | +105+17.0% | Added |
| Arbor Investment Advisors, LLC | 724 | $225.9K | 0.03% | −21−2.8% | Reduced |
| Cascade Investment Group, Inc. | 726 | $226.4K | 0.16% | −70−8.8% | Reduced |
| Fairview Capital Investment Management, LLC | 726 | $226.5K | 0.01% | −130−15.2% | Reduced |
| Grange Capital, LLC | 727 | $226.8K | 0.24% | −547−42.9% | Reduced |
| Kera Capital Partners, Inc. | 728 | $227.1K | 0.04% | +228+45.6% | Added |
| Corundum Group, Inc. | 729 | $227.4K | 0.10% | −1,718−70.2% | Reduced |
| Atticus Wealth Management, LLC | 731 | $228.0K | 0.06% | +369+101.9% | Added |