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 | 3,055 | $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 |
|---|---|---|---|---|---|
| Curran Financial Partners, LLC | 962 | $300.2K | 0.07% | +206+27.2% | Added |
| Klingenstein Fields & Co LP | 964 | $300.7K | 0.01% | +23+2.4% | Added |
| Ullmann Financial Group, Inc. | 964 | $300.9K | 0.04% | −261−21.3% | Reduced |
| Hemington Wealth Management | 966 | $301.0K | 0.04% | −188−16.3% | Reduced |
| First Heartland Consultants, Inc. | 966 | $301.3K | 0.03% | −160−14.2% | Reduced |
| Renaissance Group LLC | 968 | $302.1K | 0.01% | −64−6.2% | Reduced |
| Castle Rock Wealth Management, LLC | 1,072 | $302.3K | 0.07% | +415+63.2% | Added |
| Lauer Wealth, LLC | 1,202 | $303.3K | 0.25% | +1,202 | New |
| Stillwater Capital Advisors, LLC | 975 | $304.2K | 0.04% | 00.0% | Unchanged |
| NCP Inc. | 976 | $304.5K | 0.29% | +950+3,653.8% | Added |
| Regatta Capital Group, LLC | 978 | $305.0K | 0.05% | +271+38.3% | Added |
| Aldebaran Financial Inc. | 978 | $305.1K | 0.34% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 980 | $305.7K | 0.03% | −15−1.5% | Reduced |
| Whipplewood Advisors, LLC | 981 | $306.0K | 0.17% | −141−12.6% | Reduced |
| Hoxton Planning & Management, LLC | 984 | $307.0K | 0.11% | −234−19.2% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 984 | $307.0K | 0.15% | −3−0.3% | Reduced |
| Palmer Knight Co | 985 | $307.3K | 0.13% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 986 | $307.5K | 0.17% | −331−25.1% | Reduced |
| Monograph Wealth Advisors, LLC | 988 | $308.3K | 0.04% | +21+2.2% | Added |
| RWM Asset Management, LLC | 989 | $308.5K | 0.04% | +564+132.7% | Added |
| Umpqua Bank | 1,005 | $309.2K | 0.09% | −5,371−84.2% | Reduced |
| Center For Asset Management LLC | 609 | $309.3K | 0.19% | +16+2.7% | Added |
| Smith Anglin Financial, LLC | 992 | $309.5K | 0.03% | −11−1.1% | Reduced |
| 4WEALTH Advisors, Inc. | 994 | $310.0K | 0.32% | +350+54.3% | Added |
| Bill Few Associates, Inc. | 995 | $310.4K | 0.09% | +326+48.7% | Added |
| Fortress Financial Group, LLC | 996 | $310.7K | 0.26% | +7+0.7% | Added |
| ICONIQ Capital, LLC | 996 | $310.7K | 0.01% | −1,751−63.7% | Reduced |
| Clifford Group, LLC | 998 | $311.4K | 0.26% | −246−19.8% | Reduced |
| Hoese & Co LLP | 1,000 | $312.0K | 0.25% | +850+566.7% | Added |
| Papamarkou Wellner Asset Management inc. | 1,000 | $312.0K | 0.21% | 00.0% | Unchanged |
| AtlasMark Financial, Inc | 1,000 | $312.0K | 0.24% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 1,000 | $312.0K | 0.00% | +130+14.9% | Added |
| Balance Wealth, LLC | 1,002 | $312.6K | 0.18% | +184+22.5% | Added |
| RMR Wealth Builders | 1,005 | $313.6K | 0.03% | −92−8.4% | Reduced |
| Commonwealth Financial Services, LLC | 1,007 | $314.3K | 0.06% | +11+1.1% | Added |
| Transatlantique Private Wealth LLC | 1,009 | $314.8K | 0.12% | −1,798−64.1% | Reduced |
| Tyler-Stone Wealth Management | 1,010 | $315.1K | 0.05% | −236−18.9% | Reduced |
| IMZ Advisory Inc | 1,116 | $315.5K | 0.13% | +536+92.4% | Added |
| Wealth Forward, LLC | 1,012 | $315.7K | 0.21% | 00.0% | Unchanged |
| Novem Group | 1,012 | $316.0K | 0.04% | −735−42.1% | Reduced |
| Baron Wealth Management LLC | 1,013 | $316.1K | 0.11% | −473−31.8% | Reduced |
| FSM Wealth Advisors, LLC | 1,043 | $316.6K | 0.05% | −2,461−70.2% | Reduced |
| Versant Capital Management, Inc | 1,015 | $316.6K | 0.05% | −1,034−50.5% | Reduced |
| Andina Capital Management, LLC | 1,016 | $317.0K | 0.22% | +1,016 | New |
| Ballast Advisors LLC | 1,019 | $317.9K | 0.09% | −116−10.2% | Reduced |
| Advisors Management Group Inc | 1,018 | $318.0K | 0.06% | +1,018 | New |
| Oder Investment Management, LLC | 1,020 | $318.2K | 0.24% | +1,020 | New |
| Next Level Private LLC | 1,021 | $318.6K | 0.10% | +634+163.8% | Added |
| Oregon Pacific Wealth Management, LLC | 1,024 | $319.5K | 0.30% | +211+26.0% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 1,025 | $319.8K | 0.05% | +427+71.4% | Added |
| SWP Financial LLC | 1,026 | $320.1K | 0.18% | 00.0% | Unchanged |
| Chicago Capital, LLC | 1,027 | $320.4K | 0.01% | 00.0% | Unchanged |
| United Bank | 1,028 | $320.7K | 0.04% | +538+109.8% | Added |
| LongView Wealth Management | 1,029 | $321.0K | 0.10% | −152−12.9% | Reduced |
| PVG Asset Management Corp | 1,030 | $321.3K | 1.09% | +1,030 | New |
| New Covenant Trust Company, N.A. | 1,041 | $321.8K | 0.29% | −60−5.4% | Reduced |
| Watts Gwilliam & Co., LLC | 965 | $323.1K | 0.05% | +1+0.1% | Added |
| Fogel Capital Management, Inc. | 1,036 | $323.2K | 0.17% | +19+1.9% | Added |
| Grandview Asset Management LLC | 1,038 | $324.0K | 0.10% | +1,038 | New |
| Leo Wealth, LLC | 1,041 | $324.6K | 0.03% | −161−13.4% | Reduced |
| Catalina Capital Group, LLC | 1,042 | $325.0K | 0.22% | −713−40.6% | Reduced |
| Quartz Partners, LLC | 1,042 | $325.1K | 0.15% | +600+135.7% | Added |
| Ewa, LLC | 1,045 | $325.9K | 0.10% | +81+8.4% | Added |
| Benchmark Financial Wealth Advisors, LLC | 1,046 | $326.4K | 0.11% | +29+2.9% | Added |
| Seelaus Asset Management LLC | 1,047 | $326.7K | 0.29% | +110+11.7% | Added |
| Benin Management CORP | 1,048 | $326.9K | 0.09% | −197−15.8% | Reduced |
| Iron Horse Wealth Management, LLC | 1,048 | $326.9K | 0.10% | −83−7.3% | Reduced |
| Kelman-Lazarov, Inc. | 1,049 | $327.2K | 0.05% | −780−42.6% | Reduced |
| Thomasville National Bank | 1,049 | $327.3K | 0.02% | −380−26.6% | Reduced |
| Elkhorn Partners Limited Partnership | 1,050 | $327.6K | 0.24% | +1,050 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 1,052 | $328.0K | 0.02% | −48−4.4% | Reduced |
| Integral Investment Advisors, Inc. | 1,054 | $328.7K | 0.09% | +185+21.3% | Added |
| MFA Wealth Services | 1,055 | $329.0K | 0.25% | +124+13.3% | Added |
| Hickory Asset Management, Inc. | 1,056 | $329.4K | 0.27% | +6+0.6% | Added |
| Westmount Partners, LLC | 1,057 | $329.8K | 0.09% | +418+65.4% | Added |
| Mirador Capital Partners LP | 1,057 | $329.8K | 0.05% | −10,104−90.5% | Reduced |
| Tillman Hartley LLC | 1,065 | $332.2K | 0.09% | +35+3.4% | Added |
| Blue Rock Wealth Management LLC | 1,065 | $332.2K | 0.23% | +1,065 | New |
| Evanson Asset Management, LLC | 1,065 | $332.4K | 0.02% | +268+33.6% | Added |
| Pasadena Private Wealth, LLC | 1,068 | $333.1K | 0.06% | +150+16.3% | Added |
| Quadrant Private Wealth Management, LLC | 1,068 | $333.2K | 0.07% | −72−6.3% | Reduced |
| Heritage Financial Services, LLC | 1,070 | $333.8K | 0.03% | −1−0.1% | Reduced |
| Bedel Financial Consulting, Inc. | 1,072 | $334.5K | 0.05% | −619−36.6% | Reduced |
| Valley National Advisers Inc | 1,076 | $335.0K | 0.05% | −139−11.4% | Reduced |
| Harmony Asset Management LLC | 1,075 | $335.4K | 0.13% | +647+151.2% | Added |
| Altiora Financial Group, LLC | 1,078 | $336.3K | 0.07% | −200−15.6% | Reduced |
| waypoint wealth counsel | 1,079 | $336.8K | 0.17% | −3−0.3% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,078 | $337.0K | 0.13% | 00.0% | Unchanged |
| North Forty Two & Co. | 1,081 | $337.2K | 0.36% | −28−2.5% | Reduced |
| Fortitude Advisory Group L.L.C. | 1,081 | $337.3K | 0.19% | +30+2.9% | Added |
| Evolution Wealth Advisors, LLC | 1,082 | $337.6K | 0.05% | +11+1.0% | Added |
| Angeles Wealth Management, LLC | 1,083 | $337.9K | 0.02% | −1,439−57.1% | Reduced |
| Deseret Mutual Benefit Administrators | 1,083 | $337.9K | 0.16% | 00.0% | Unchanged |
| Oxinas Partners Wealth Management LLC | 1,084 | $338.3K | 0.17% | −11−1.0% | Reduced |
| Veracity Capital LLC | 1,085 | $338.3K | 0.12% | +19+1.8% | Added |
| Genesee Capital Advisors, LLC | 1,086 | $338.8K | 0.15% | +8+0.7% | Added |
| White Pine Capital LLC | 1,086 | $338.8K | 0.11% | +160+17.3% | Added |
| Sims Investment Management, LLC | 1,087 | $339.0K | 0.14% | +41+3.9% | Added |
| Eubel Brady & Suttman Asset Management Inc | 1,087 | $339.0K | 0.04% | +149+15.9% | Added |
| Aries Wealth Management | 1,087 | $339.1K | 0.09% | −3,320−75.3% | Reduced |