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 |
|---|---|---|---|---|---|
| Wealth Management Associates, Inc. | 731 | $228.1K | 0.09% | −571−43.9% | Reduced |
| Continuum Wealth Advisors, LLC | 731 | $228.1K | 0.11% | 00.0% | Unchanged |
| Hobart Private Capital, LLC | 731 | $228.1K | 0.05% | +731 | New |
| Keystone Wealth Services, LLC | 731 | $228.2K | 0.06% | +247+51.0% | Added |
| Red Lighthouse Investment Management, LLC | 732 | $228.4K | 0.09% | −29−3.8% | Reduced |
| Abbot Financial Management, Inc. | 732 | $228.5K | 0.11% | +732 | New |
| New Wave Wealth Advisors LLC | 733 | $228.7K | 0.10% | +733 | New |
| Forefront Analytics, LLC | 734 | $229.0K | 0.26% | −86−10.5% | Reduced |
| Southeast Asset Advisors Inc. | 736 | $229.6K | 0.03% | −7−0.9% | Reduced |
| Crumly & Associates Inc. | 737 | $229.9K | 0.06% | +115+18.5% | Added |
| Liberty Wealth Management LLC | 738 | $230.1K | 0.04% | −127−14.7% | Reduced |
| Werba Rubin Papier Wealth Management | 738 | $230.1K | 0.04% | −283−27.7% | Reduced |
| Eagle Bay Advisors LLC | 738 | $230.3K | 0.19% | −150−16.9% | Reduced |
| Goldstein Advisors, LLC | 739 | $230.4K | 0.03% | −490−39.9% | Reduced |
| Boston Research & Management Inc | 740 | $230.9K | 0.05% | 00.0% | Unchanged |
| Texas Bank & Trust Co | 741 | $231.2K | 0.09% | −1,701−69.7% | Reduced |
| Alliance Wealth Management Group | 741 | $231.2K | 0.06% | +741 | New |
| Westshore Wealth, LLC | 741 | $231.2K | 0.09% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 742 | $231.5K | 0.04% | +150+25.3% | Added |
| Laffer Tengler Investments | 742 | $231.5K | 0.04% | +237+46.9% | Added |
| Alesco Advisors LLC | 743 | $231.8K | 0.01% | +181+32.2% | Added |
| Brass Tax Wealth Management, Inc | 744 | $232.2K | 0.04% | −12−1.6% | Reduced |
| Stonebridge Financial Planning Group, LLC | 745 | $232.4K | 0.10% | −224−23.1% | Reduced |
| Clarity Financial LLC | 746 | $232.6K | 0.03% | −178−19.3% | Reduced |
| Luts & Greenleigh Group, Inc | 747 | $232.9K | 0.22% | −96−11.4% | Reduced |
| Crown Wealth Group, LLC | 747 | $233.0K | 0.09% | +2+0.3% | Added |
| Truepoint, Inc. | 748 | $233.4K | 0.01% | +5+0.7% | Added |
| Park Square Financial Group, LLC | 749 | $233.7K | 0.17% | −28−3.6% | Reduced |
| Ascent Capital Management, LLC | 750 | $233.9K | 0.21% | −228−23.3% | Reduced |
| Mayport, LLC | 751 | $234.2K | 0.06% | −90−10.7% | Reduced |
| LWM Advisory Services, LLC | 751 | $234.3K | 0.16% | +54+7.7% | Added |
| Prospect Financial Services LLC | 753 | $234.8K | 0.15% | +753 | New |
| XY Planning Network, Inc. | 754 | $235.4K | 0.08% | +5+0.7% | Added |
| Wealth Dimensions Group, Ltd. | 755 | $235.7K | 0.05% | +16+2.2% | Added |
| Towercrest Capital Management | 756 | $235.8K | 0.04% | +756 | New |
| Wendell David Associates Inc | 755 | $236.0K | 0.02% | −32−4.1% | Reduced |
| Canandaigua National Trust Co of Florida | 758 | $236.5K | 0.17% | −75−9.0% | Reduced |
| Pine Harbor Wealth Management, LLC | 759 | $236.9K | 0.08% | +759 | New |
| Quaker Wealth Management, LLC | 760 | $237.0K | 0.08% | +760 | New |
| BlackDiamond Wealth Management Inc. | 729 | $237.8K | 0.14% | +15+2.1% | Added |
| Climber Capital SA | 767 | $238.0K | 0.15% | +767 | New |
| Exchange Bank | 764 | $238.3K | 0.19% | 00.0% | Unchanged |
| Fairvoy Private Wealth, LLC | 765 | $238.8K | 0.06% | −39−4.9% | Reduced |
| Sonata Capital Group Inc | 765 | $239.0K | 0.10% | −182−19.2% | Reduced |
| STAR Financial Bank | 767 | $239.3K | 0.15% | −164−17.6% | Reduced |
| Colton Groome Financial Advisors, LLC | 767 | $239.3K | 0.08% | +767 | New |
| Atalanta Sosnoff Capital, LLC | 767 | $239.3K | 0.00% | −85,823−99.1% | Reduced |
| Tobias Financial Advisors, Inc. | 768 | $239.6K | 0.04% | +60+8.5% | Added |
| Purus Wealth Management, LLC | 768 | $239.6K | 0.08% | +318+70.7% | Added |
| Lansing Street Advisors | 771 | $240.5K | 0.07% | +49+6.8% | Added |
| Michels Family Financial, LLC | 771 | $240.6K | 0.21% | −35−4.3% | Reduced |
| GEN Financial Management, INC. | 773 | $241.3K | 0.20% | −1,158−60.0% | Reduced |
| Ariadne Wealth Management, LP | 888 | $241.4K | 0.12% | +87+10.9% | Added |
| Finer Wealth Management, Inc. | 774 | $241.5K | 0.13% | +774 | New |
| Bernardo Wealth Planning LLC | 775 | $242.0K | 0.05% | −58−7.0% | Reduced |
| Heron Bay Capital Management | 776 | $242.1K | 0.05% | −877−53.1% | Reduced |
| GSG Advisors LLC | 777 | $242.3K | 0.07% | −1−0.1% | Reduced |
| Knightsbridge Asset Management, LLC | 778 | $242.6K | 0.05% | +177+29.5% | Added |
| Retirement Planning Group, LLC | 778 | $242.7K | 0.21% | +778 | New |
| Westwood Holdings Group Inc. | 778 | $242.7K | 0.00% | −279,586−99.7% | Reduced |
| Lynx Investment Advisory | 779 | $243.1K | 0.16% | −94−10.8% | Reduced |
| KFA Private Wealth Group, LLC | 782 | $244.1K | 0.08% | +198+33.9% | Added |
| Kinloch Capital, LLC | 783 | $244.3K | 0.11% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 783 | $244.3K | 0.16% | +80+11.4% | Added |
| Foster Victor Wealth Advisors, LLC | 809 | $245.1K | 0.02% | +1+0.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 787 | $245.5K | 0.09% | −164−17.2% | Reduced |
| SummitTX Capital, L.P. | 789 | $246.1K | 0.01% | +789 | New |
| Bruce G. Allen Investments, LLC | 790 | $246.5K | 0.19% | −166−17.4% | Reduced |
| Cherry Tree Wealth Management, LLC | 791 | $246.6K | 0.06% | −101−11.3% | Reduced |
| Sentinus, LLC | 791 | $246.9K | 0.06% | −52−6.2% | Reduced |
| Argent Capital Management LLC | 792 | $247.1K | 0.01% | −205,654−99.6% | Reduced |
| Hanson & Doremus Investment Management | 794 | $248.0K | 0.03% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 797 | $248.6K | 0.08% | +43+5.7% | Added |
| Strategy Asset Managers LLC | 798 | $248.8K | 0.05% | −8,735−91.6% | Reduced |
| Wetzel Investment Advisors, Inc. | 799 | $249.3K | 0.11% | +102+14.6% | Added |
| Centerpoint Advisory Group | 799 | $249.3K | 0.22% | +83+11.6% | Added |
| Aletheian Wealth Advisors LLC | 800 | $249.6K | 0.12% | −199−19.9% | Reduced |
| PBMares Wealth Management LLC | 800 | $249.7K | 0.05% | −1−0.1% | Reduced |
| Financial Management Professionals, Inc. | 803 | $250.6K | 0.03% | −1,421−63.9% | Reduced |
| Peak Retirement Planning, Inc. | 807 | $251.6K | 0.10% | −42−4.9% | Reduced |
| Cascade Financial Partners, LLC | 808 | $252.1K | 0.03% | −84−9.4% | Reduced |
| ETF Portfolio Partners, Inc. | 809 | $252.4K | 0.07% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 810 | $252.7K | 0.03% | +75+10.2% | Added |
| Balboa Wealth Partners | 811 | $252.9K | 0.05% | −69−7.8% | Reduced |
| Kaufman Rossin Wealth, LLC | 811 | $253.0K | 0.16% | −25−3.0% | Reduced |
| Financial Council Asset Management Inc | 812 | $253.3K | 0.12% | 00.0% | Unchanged |
| New Insight Wealth Advisors | 814 | $253.9K | 0.10% | +814 | New |
| Strengthening Families & Communities, LLC | 815 | $254.3K | 0.14% | +16+2.0% | Added |
| MTM Investment Management, LLC | 816 | $254.6K | 0.09% | 00.0% | Unchanged |
| Coyle Financial Counsel LLC | 816 | $254.6K | 0.07% | +816 | New |
| Seamount Financial Group Inc | 818 | $255.2K | 0.13% | +37+4.7% | Added |
| Wall Street Financial Group, Inc. | 820 | $255.8K | 0.23% | +820 | New |
| Fiduciary Financial Group, LLC | 785 | $256.0K | 0.05% | −81−9.4% | Reduced |
| Walkner Condon Financial Advisors LLC | 822 | $256.5K | 0.05% | −68−7.6% | Reduced |
| Traveka Wealth, LLC | 824 | $256.9K | 0.14% | −226−21.5% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 825 | $257.4K | 0.04% | +175+26.9% | Added |
| CapWealth Advisors, LLC | 827 | $258.0K | 0.03% | +1+0.1% | Added |
| Krane Funds Advisors LLC | 827 | $258.0K | 0.01% | +239+40.6% | Added |
| Investor's Fiduciary Advisor Network, LLC | 830 | $258.0K | 0.10% | +242+41.2% | Added |
| Carson Advisory Inc. | 828 | $258.2K | 0.16% | −350−29.7% | Reduced |