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 | 3,054 | $202.4B |
| Q4 2025 | 3,311 | $248.2B |
| Q3 2025 | 3,168 | $253.5B |
| Q2 2025 | 3,185 | $241.1B |
| Q1 2025 | 3,613 | $424.3B |
| Q4 2024 | 3,684 | $409.5B |
| Q3 2024 | 3,476 | $474.6B |
| Q2 2024 | 3,406 | $411.9B |
| Q1 2024 | 3,384 | $398.9B |
| Q4 2023 | 3,421 | $428.0B |
| Q3 2023 | 3,144 | $407.5B |
| Q2 2023 | 3,136 | $388.4B |
| Q1 2023 | 3,114 | $383.6B |
| Q4 2022 | 3,159 | $434.2B |
| Q3 2022 | 2,998 | $413.5B |
| Q2 2022 | 2,964 | $422.0B |
| Q1 2022 | 2,965 | $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 |
|---|---|---|---|---|---|
| Emerald Advisors, LLC | 1,089 | $339.6K | 0.04% | +177+19.4% | Added |
| Atlas Brown,Inc. | 1,089 | $339.6K | 0.11% | −95−8.0% | Reduced |
| LeConte Wealth Management, LLC | 1,089 | $339.7K | 0.23% | +444+68.8% | Added |
| CMT Capital Markets Trading GmbH | 1,089 | $340.0K | 0.16% | +1,089 | New |
| HFR Wealth Management, LLC | 1,090 | $340.0K | 0.08% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 1,091 | $340.4K | 0.12% | +78+7.7% | Added |
| Tweedy, Browne Co LLC | 1,095 | $341.6K | 0.03% | +1,095 | New |
| Narus Financial Partners, LLC | 1,096 | $341.9K | 0.11% | +336+44.2% | Added |
| Wellington Capital Management, Inc. | 1,097 | $342.0K | 0.52% | +1,097 | New |
| Benedict Financial Advisors Inc | 1,098 | $342.6K | 0.08% | −10−0.9% | Reduced |
| Orion Investment Co | 1,100 | $343.2K | 0.12% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 1,102 | $343.8K | 0.07% | −17−1.5% | Reduced |
| Kraft, Davis & Associates, LLC | 1,220 | $344.2K | 0.09% | −36−2.9% | Reduced |
| One + One Wealth Management, LLC | 1,104 | $344.4K | 0.19% | −330−23.0% | Reduced |
| Values Added Financial LLC | 1,105 | $344.7K | 0.17% | +216+24.3% | Added |
| Dillon & Associates Inc | 1,106 | $345.0K | 0.05% | −44−3.8% | Reduced |
| LeClair Wealth Partners LLC | 1,107 | $345.4K | 0.23% | −139−11.2% | Reduced |
| Planning Center, Inc. | 1,108 | $345.7K | 0.04% | −23−2.0% | Reduced |
| Tower Trust & Investment Co | 1,110 | $346.3K | 0.25% | 00.0% | Unchanged |
| Custos Family Office, LLC | 1,111 | $346.7K | 0.11% | +128+13.0% | Added |
| Strata Wealth Advisors, LLC | 1,115 | $347.8K | 0.10% | +207+22.8% | Added |
| Discipline Wealth Solutions, LLC | 1,116 | $348.2K | 0.13% | +24+2.2% | Added |
| Compass Ion Advisors, LLC | 1,121 | $349.8K | 0.04% | +417+59.2% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 1,122 | $350.1K | 0.23% | +4+0.4% | Added |
| Aviance Capital Partners, LLC | 1,123 | $350.4K | 0.05% | −1,768−61.2% | Reduced |
| Jackson Thornton Asset Management, LLC | 1,139 | $350.5K | 0.04% | +326+40.1% | Added |
| Strategies Wealth Advisors, LLC | 1,126 | $351.3K | 0.04% | +120+11.9% | Added |
| Hamilton Wealth, LLC | 1,129 | $352.2K | 0.08% | +1,129 | New |
| Cambria Investment Management, L.P. | 1,130 | $352.5K | 0.02% | +1,130 | New |
| Howard Bailey Securities, LLC | 1,132 | $353.1K | 0.11% | −743−39.6% | Reduced |
| Baker Boyer National Bank | 1,133 | $353.5K | 0.12% | 00.0% | Unchanged |
| Correct Capital Wealth Management | 1,135 | $354.0K | 0.07% | −3,835−77.2% | Reduced |
| McAdam, LLC | 1,135 | $354.1K | 0.02% | +128+12.7% | Added |
| Wellspring Financial Advisors, LLC | 1,136 | $354.1K | 0.04% | −128−10.1% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 1,137 | $354.7K | 0.04% | −145−11.3% | Reduced |
| Wambolt & Associates, LLC | 1,089 | $355.2K | 0.12% | −6,093−84.8% | Reduced |
| Sterling Investment Counsel, LLC | 1,139 | $355.3K | 0.21% | −2,326−67.1% | Reduced |
| Flow Traders U.S. LLC | 1,142 | $356.0K | 0.01% | +1,142 | New |
| Macroview Investment Management LLC | 1,142 | $356.1K | 0.29% | +634+124.8% | Added |
| Atlas Legacy Advisors, LLC | 1,147 | $357.8K | 0.08% | −756−39.7% | Reduced |
| Swan Global Investments, LLC | 1,147 | $357.8K | 0.02% | +579+101.9% | Added |
| Park Edge Advisors, LLC | 1,147 | $357.9K | 0.09% | +131+12.9% | Added |
| WealthPlan Investment Management, LLC | 1,147 | $358.0K | 0.03% | +217+23.3% | Added |
| Kozak & Associates, Inc. | 1,183 | $358.4K | 0.07% | −786−39.9% | Reduced |
| First Command Advisory Services, Inc. | 1,155 | $360.3K | 0.00% | −2−0.2% | Reduced |
| Baader Bank INC | 1,685 | $360.6K | 0.03% | −15,481−90.2% | Reduced |
| Navalign, LLC | 1,159 | $361.5K | 0.10% | +78+7.2% | Added |
| Klingman & Associates, LLC | 1,159 | $361.6K | 0.02% | −147−11.3% | Reduced |
| Teza Capital Management LLC | 1,161 | $362.2K | 0.27% | +209+22.0% | Added |
| Voisard Asset Management Group, Inc. | 1,163 | $362.8K | 0.09% | +359+44.7% | Added |
| First City Capital Management, Inc. | 1,166 | $363.8K | 0.21% | −17−1.4% | Reduced |
| Everpar Advisors LLC | 1,167 | $364.1K | 0.17% | +265+29.4% | Added |
| Seven Mile Advisory | 1,169 | $364.7K | 0.22% | −524−31.0% | Reduced |
| Groesbeck Investment Management Corp | 1,170 | $365.0K | 0.64% | −1,594−57.7% | Reduced |
| Acorns Advisers, LLC | 1,174 | $366.0K | 0.00% | +627+114.6% | Added |
| Octavia Wealth Advisors, LLC | 1,174 | $366.3K | 0.04% | +448+61.7% | Added |
| Armbruster Capital Management, Inc. | 1,175 | $366.6K | 0.07% | 00.0% | Unchanged |
| BIT Capital GmbH | 1,177 | $367.2K | 0.02% | +318+37.0% | Added |
| Manske Wealth Management | 1,177 | $367.2K | 0.12% | +1,177 | New |
| Miller Financial Services LLC | 1,178 | $367.4K | 0.47% | +1,178 | New |
| Global Trust Asset Management, LLC | 1,180 | $368.2K | 0.20% | −188−13.7% | Reduced |
| Barrett & Company, Inc. | 1,181 | $368.4K | 0.14% | +262+28.5% | Added |
| Center for Financial Planning, Inc. | 1,181 | $368.5K | 0.04% | −102−8.0% | Reduced |
| Copperleaf Capital, LLC | 1,182 | $368.8K | 0.19% | −99−7.7% | Reduced |
| Salomon & Ludwin, LLC | 1,204 | $370.3K | 0.04% | −7−0.6% | Reduced |
| VisionPoint Advisory Group, LLC | 1,189 | $371.0K | 0.08% | +572+92.7% | Added |
| Saturna Capital CORP | 1,191 | $371.6K | 0.01% | −585−32.9% | Reduced |
| Centerpoint Advisors, LLC | 1,192 | $372.0K | 0.13% | +8+0.7% | Added |
| Investors Research Corp | 1,195 | $372.9K | 0.07% | +1,150+2,555.6% | Added |
| Security National Bank of So Dak | 1,196 | $373.1K | 0.20% | −147−10.9% | Reduced |
| QTR Family Wealth, LLC | 1,200 | $374.3K | 0.23% | +291+32.0% | Added |
| Versor Investments LP | 1,201 | $374.7K | 0.07% | −201−14.3% | Reduced |
| PCG Asset Management, LLC | 1,203 | $375.3K | 0.32% | −8−0.7% | Reduced |
| Novak & Powell Financial Services, Inc. | 1,209 | $377.3K | 0.26% | +6+0.5% | Added |
| Revisor Wealth Management LLC | 1,263 | $378.4K | 0.14% | +126+11.1% | Added |
| Traynor Capital Management, Inc. | 1,164 | $379.7K | 0.03% | +1,164 | New |
| Murphy & Mullick Capital Management Corp | 1,505 | $380.0K | 0.31% | +135+9.9% | Added |
| Bordeaux Wealth Advisors LLC | 1,218 | $380.0K | 0.05% | −294−19.4% | Reduced |
| Falcon Wealth Planning | 1,219 | $380.3K | 0.04% | −209−14.6% | Reduced |
| SOA Wealth Advisors, LLC. | 1,222 | $381.3K | 0.07% | −36−2.9% | Reduced |
| Hengehold Capital Management LLC | 1,228 | $383.2K | 0.03% | +145+13.4% | Added |
| Worth Asset Management, LLC | 1,229 | $383.4K | 0.19% | +591+92.6% | Added |
| Twin Peaks Wealth Advisors, LLC | 1,467 | $383.7K | 0.12% | −268−15.4% | Reduced |
| Antonelli Financial Advisors, LLC | 1,230 | $383.7K | 0.28% | −210−14.6% | Reduced |
| Caitlin John, LLC | 1,233 | $384.8K | 0.35% | +371+43.0% | Added |
| Aire Advisors, LLC | 1,234 | $385.0K | 0.07% | +81+7.0% | Added |
| ORG Partners LLC | 1,185 | $386.6K | 0.08% | +15+1.3% | Added |
| Raleigh Capital Management Inc. | 1,241 | $387.3K | 0.16% | −379−23.4% | Reduced |
| Activest Wealth Management | 1,244 | $388.0K | 0.09% | +857+221.4% | Added |
| Arcataur Capital Management LLC | 1,244 | $388.1K | 0.12% | +72+6.1% | Added |
| Next Capital Management LLC | 1,246 | $388.7K | 0.14% | +732+142.4% | Added |
| Summa Corp. | 1,250 | $390.0K | 0.20% | −235−15.8% | Reduced |
| Strategic Investment Advisors | 1,261 | $390.1K | 0.04% | −1,617−56.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 1,251 | $390.3K | 0.14% | −25−2.0% | Reduced |
| Aspetuck Financial Management LLC | 1,254 | $391.2K | 0.29% | −55−4.2% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 1,255 | $391.5K | 0.06% | −926−42.5% | Reduced |
| AssuredPartners Investment Advisors, LLC | 1,256 | $391.7K | 0.10% | −5,214−80.6% | Reduced |
| Heritage Wealth Management, Inc. | 1,262 | $393.7K | 0.13% | −805−38.9% | Reduced |
| Crescent Grove Advisors, LLC | 1,262 | $393.8K | 0.04% | −19−1.5% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 1,263 | $394.0K | 0.00% | −133−9.5% | Reduced |