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 |
|---|---|---|---|---|---|
| 4J Wealth Management LLC | 829 | $258.7K | 0.17% | −11−1.3% | Reduced |
| First Financial Bank - Trust Division | 830 | $258.9K | 0.02% | −934−52.9% | Reduced |
| Horizon Wealth Management, LLC | 830 | $258.9K | 0.05% | −98−10.6% | Reduced |
| FDx Advisors, Inc. | 835 | $260.0K | 0.08% | −44−5.0% | Reduced |
| Frederick Financial Consultants, LLC | 835 | $260.4K | 0.16% | +90+12.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 835 | $260.5K | 0.00% | −2,076−71.3% | Reduced |
| PMV Capital Advisers, LLC | 835 | $260.5K | 0.58% | 00.0% | Unchanged |
| FJ Capital Management LLC | 835 | $260.5K | 0.03% | +835 | New |
| Exchange Capital Management, Inc. | 838 | $261.4K | 0.04% | +15+1.8% | Added |
| Cairn Investment Group, Inc. | 841 | $262.0K | 0.14% | 00.0% | Unchanged |
| Consolidated Planning Corp | 840 | $262.1K | 0.03% | −525−38.5% | Reduced |
| Cheviot Value Management, LLC | 1,045 | $262.2K | 0.03% | −24−2.2% | Reduced |
| One Day In July LLC | 841 | $262.4K | 0.02% | +36+4.5% | Added |
| Aurora Private Wealth, Inc. | 843 | $263.0K | 0.19% | +843 | New |
| Fortress Private Ledger, LLC | 845 | $263.6K | 0.12% | +312+58.5% | Added |
| Ransom Advisory, Ltd | 845 | $263.6K | 0.12% | −50−5.6% | Reduced |
| Gould Asset Management LLC | 848 | $264.6K | 0.05% | −845−49.9% | Reduced |
| Juncture Wealth Strategies, LLC | 848 | $264.6K | 0.09% | −2−0.2% | Reduced |
| Birch Hill Investment Advisors LLC | 849 | $264.9K | 0.01% | −91−9.7% | Reduced |
| Foster Group, Inc. | 850 | $265.1K | 0.01% | −300−26.1% | Reduced |
| Jupiter Asset Management Ltd | 860 | $268.3K | 0.00% | −130,581−99.3% | Reduced |
| Guardian Wealth Advisors, LLC | 860 | $268.3K | 0.16% | −210−19.6% | Reduced |
| BIP Wealth, LLC | 863 | $269.1K | 0.02% | +31+3.7% | Added |
| Washington Trust Advisors, Inc. | 867 | $270.5K | 0.02% | −18−2.0% | Reduced |
| Evergreen Wealth Solutions, LLC | 868 | $270.8K | 0.16% | +141+19.4% | Added |
| LBMC Investment Advisors, LLC | 869 | $271.1K | 0.02% | +257+42.0% | Added |
| Albert D Mason Inc | 873 | $272.4K | 0.20% | −21−2.3% | Reduced |
| Twinbeech Capital LP | 874 | $272.7K | 0.01% | +874 | New |
| Reuter James Wealth Management, LLC | 874 | $272.7K | 0.04% | −505−36.6% | Reduced |
| Lesa Sroufe & Co | 877 | $274.0K | 0.25% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 880 | $274.6K | 0.06% | −98−10.0% | Reduced |
| Capital Wealth Alliance, LLC | 882 | $275.2K | 0.15% | +882 | New |
| Financial & Tax Architects, LLC | 883 | $275.5K | 0.07% | +14+1.6% | Added |
| Consilio Wealth Advisors, LLC | 896 | $276.8K | 0.10% | +199+28.6% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 888 | $276.9K | 0.10% | −285−24.3% | Reduced |
| Beck Mack & Oliver LLC | 888 | $277.0K | 0.01% | −1,228−58.0% | Reduced |
| BBR Partners, LLC | 888 | $277.0K | 0.02% | +111+14.3% | Added |
| Seeds Investor LLC | 891 | $278.0K | 0.07% | −711−44.4% | Reduced |
| BlueChip Wealth Advisors LLC | 891 | $278.1K | 0.12% | +81+10.0% | Added |
| Garden State Investment Advisory Services LLC | 892 | $278.9K | 0.08% | −103−10.4% | Reduced |
| Plan Group Financial, LLC | 895 | $279.2K | 0.09% | +895 | New |
| Golden State Wealth Management, LLC | 897 | $280.1K | 0.03% | −750−45.5% | Reduced |
| Facet Wealth, Inc. | 1,123 | $280.3K | 0.01% | +170+17.8% | Added |
| Heritage Wealth Management, Inc. | 901 | $281.1K | 0.21% | −188−17.3% | Reduced |
| Ssi Investment Management LLC | 901 | $281.1K | 0.02% | −579−39.1% | Reduced |
| Lantz Financial LLC | 902 | $281.4K | 0.07% | −43−4.6% | Reduced |
| Satovsky Asset Management LLC | 903 | $281.7K | 0.06% | +7+0.8% | Added |
| 180 Wealth Advisors, LLC | 903 | $281.8K | 0.04% | +196+27.7% | Added |
| Opus Capital Group, LLC | 904 | $282.0K | 0.03% | +904 | New |
| Kerntke Otto McGlone Wealth Management Group | 905 | $282.4K | 0.22% | −11−1.2% | Reduced |
| AlphaStar Capital Management, LLC | 907 | $282.9K | 0.02% | +13+1.5% | Added |
| Cooper/Haims Advisors, LLC | 908 | $283.4K | 0.14% | +140+18.2% | Added |
| Matisse Capital | 911 | $284.2K | 0.13% | 00.0% | Unchanged |
| Tandem Wealth Advisors LLC | 912 | $284.5K | 0.14% | −122−11.8% | Reduced |
| Act Wealth Management, LLC | 912 | $284.5K | 0.12% | +912 | New |
| Shulman DeMeo Asset Management LLC | 915 | $285.4K | 0.07% | +96+11.7% | Added |
| Caldwell Sutter Capital, Inc. | 915 | $285.5K | 0.13% | +44+5.1% | Added |
| Platinum Investment Management Ltd | 917 | $286.1K | 0.02% | +917 | New |
| Lafayette Investments, Inc. | 918 | $286.4K | 0.06% | +195+27.0% | Added |
| Gibbs Wealth Management | 918 | $286.4K | 0.06% | −1,551−62.8% | Reduced |
| Lockerman Financial Group, Inc. | 922 | $287.6K | 0.39% | −180−16.3% | Reduced |
| New England Capital Financial Advisors LLC | 923 | $287.8K | 0.13% | +2+0.2% | Added |
| Oxford Financial Group Ltd | 923 | $287.9K | 0.02% | −161−14.9% | Reduced |
| Creative Financial Designs Inc | 924 | $288.1K | 0.02% | +38+4.3% | Added |
| Atala Financial Inc | 926 | $288.9K | 0.20% | −146−13.6% | Reduced |
| Cowa, LLC | 926 | $289.0K | 0.11% | +926 | New |
| Red Wave Investments LLC | 927 | $289.2K | 0.10% | −2−0.2% | Reduced |
| MN Wealth Advisors, LLC | 929 | $289.9K | 0.17% | +929 | New |
| Weaver Consulting Group | 929 | $289.9K | 0.08% | +421+82.9% | Added |
| Beaton Management Co. Inc. | 931 | $290.0K | 0.14% | +100+12.0% | Added |
| Insight Advisors, LLC | 929 | $290.1K | 0.05% | −37−3.8% | Reduced |
| Clean Yield Group | 931 | $290.4K | 0.09% | −725−43.8% | Reduced |
| Swisher Financial Concepts, Inc. | 931 | $290.4K | 0.19% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 932 | $290.8K | 0.15% | −4,607−83.2% | Reduced |
| Auxano Advisors, LLC | 932 | $290.8K | 0.07% | −305−24.7% | Reduced |
| Perritt Capital Management Inc | 935 | $291.8K | 0.15% | −91−8.9% | Reduced |
| New Hampshire Trust | 937 | $292.3K | 0.06% | +116+14.1% | Added |
| Summit Wealth & Retirement Planning, Inc. | 937 | $292.3K | 0.08% | +937 | New |
| Impact Investors, Inc | 938 | $292.5K | 0.21% | −139−12.9% | Reduced |
| Midwest Financial Group LLC | 938 | $292.5K | 0.15% | −289−23.6% | Reduced |
| Darwin Advisors, LLC | 939 | $293.2K | 0.10% | −20−2.1% | Reduced |
| Lanham O'Dell & Company, Inc. | 940 | $293.2K | 0.12% | +71+8.2% | Added |
| Burr Financial Services, LLC | 940 | $293.3K | 0.25% | +420+80.8% | Added |
| Clarus Group, Inc. | 942 | $293.9K | 0.11% | −919−49.4% | Reduced |
| Waldron Private Wealth LLC | 944 | $294.5K | 0.01% | −215−18.6% | Reduced |
| Van Strum & Towne Inc. | 945 | $294.8K | 0.09% | 00.0% | Unchanged |
| Stonekeep Investments, LLC | 946 | $295.0K | 0.20% | +68+7.7% | Added |
| Moment Partners, LLC | 946 | $295.1K | 0.06% | +135+16.6% | Added |
| New World Advisors LLC | 950 | $296.4K | 0.06% | +435+84.5% | Added |
| Vista Investment Partners LLC | 951 | $296.7K | 0.09% | −311−24.6% | Reduced |
| Global Financial Private Client, LLC | 952 | $297.0K | 0.11% | −25−2.6% | Reduced |
| Chesapeake Asset Management LLC | 952 | $297.0K | 0.27% | +930+4,227.3% | Added |
| Argyle Capital Partners, LLC | 952 | $297.1K | 0.24% | +535+128.3% | Added |
| Founders Capital Management, LLC | 953 | $297.3K | 0.05% | −882−48.1% | Reduced |
| Ariston Services Group | 953 | $297.3K | 0.21% | +114+13.6% | Added |
| Sage Rhino Capital LLC | 954 | $297.6K | 0.06% | −88−8.4% | Reduced |
| Maripau Wealth Management LLC | 960 | $299.4K | 0.15% | −148−13.4% | Reduced |
| JFS Wealth Advisors, LLC | 960 | $299.5K | 0.02% | +197+25.8% | Added |
| Rothschild Capital Partners, LLC | 960 | $299.5K | 0.08% | −15,806−94.3% | Reduced |
| Bouchey Financial Group Ltd | 962 | $300.1K | 0.02% | −182−15.9% | Reduced |