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 |
|---|---|---|---|---|---|
| JT Stratford LLC | 1,268 | $395.6K | 0.06% | −2,296−64.4% | Reduced |
| Charter Oak Capital Management, LLC | 1,270 | $396.1K | 0.03% | +41+3.3% | Added |
| Penobscot Wealth Management | 1,270 | $396.2K | 0.14% | −11−0.9% | Reduced |
| Twin City Private Wealth, LLC | 1,274 | $397.6K | 0.32% | +72+6.0% | Added |
| DDFG, Inc | 1,278 | $398.6K | 0.10% | +10+0.8% | Added |
| Summit Wealth Group LLC | 1,280 | $399.3K | 0.10% | +1,280 | New |
| Brucke Financial, Inc. | 1,280 | $399.4K | 0.28% | +149+13.2% | Added |
| Latitude Advisors, LLC | 1,281 | $399.6K | 0.20% | +30+2.4% | Added |
| Washington Trust Co | 1,285 | $400.8K | 0.01% | +28+2.2% | Added |
| BCK Partners, Inc. | 1,285 | $400.9K | 0.24% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,291 | $402.7K | 0.03% | −2−0.2% | Reduced |
| NavPoint Financial, Inc. | 1,293 | $403.5K | 0.24% | +78+6.4% | Added |
| Menard Financial Group LLC | 1,295 | $404.0K | 0.24% | −3,514−73.1% | Reduced |
| Black Diamond Financial, LLC | 1,297 | $404.6K | 0.06% | +17+1.3% | Added |
| Allium Financial Advisors, LLC | 1,299 | $405.2K | 0.35% | −8−0.6% | Reduced |
| First Western Trust Bank | 1,301 | $405.9K | 0.02% | +14+1.1% | Added |
| Parcion Private Wealth LLC | 1,303 | $406.5K | 0.03% | +104+8.7% | Added |
| Woodward Diversified Capital, LLC | 1,304 | $406.8K | 0.21% | +404+44.9% | Added |
| Alan B. Lancz & Associates, Inc. | 1,305 | $407.1K | 0.41% | +1,305 | New |
| GPS Wealth Strategies Group, LLC | 1,306 | $407.4K | 0.05% | −438−25.1% | Reduced |
| Successful Portfolios LLC | 1,311 | $408.9K | 0.25% | +216+19.7% | Added |
| ODonnell Financial Services, LLC | 1,316 | $410.6K | 0.16% | −12−0.9% | Reduced |
| Bingham Private Wealth, LLC | 1,317 | $410.9K | 0.39% | −403−23.4% | Reduced |
| Five Oceans Advisors | 1,320 | $411.8K | 0.18% | −172−11.5% | Reduced |
| High Net Worth Advisory Group LLC | 1,318 | $412.0K | 0.11% | +270+25.8% | Added |
| Verus Capital Partners, LLC | 1,321 | $412.1K | 0.04% | +571+76.1% | Added |
| One Wealth Advisors, LLC | 1,325 | $413.4K | 0.06% | −3,132−70.3% | Reduced |
| Coastwise Capital Group, LLC | 1,335 | $416.6K | 0.33% | +518+63.4% | Added |
| Resurgent Financial Advisors LLC | 1,338 | $417.4K | 0.23% | −7−0.5% | Reduced |
| Fox Run Management, L.L.C. | 1,339 | $417.7K | 0.07% | +1,339 | New |
| Coign Capital Advisors LLC | 1,341 | $418.4K | 0.28% | +128+10.6% | Added |
| Prairiewood Capital, LLC | 1,342 | $418.8K | 0.16% | +76+6.0% | Added |
| Holistic Financial Partners | 1,345 | $419.7K | 0.18% | +277+25.9% | Added |
| Paragon Private Wealth Management, LLC | 1,347 | $420.2K | 0.17% | −119−8.1% | Reduced |
| Clark Financial Services Group Inc | 1,347 | $420.2K | 0.26% | +1,347 | New |
| Blalock Williams, LLC | 1,348 | $420.5K | 0.42% | −151−10.1% | Reduced |
| Element Wealth, LLC | 1,349 | $421.0K | 0.19% | +607+81.8% | Added |
| Birinyi Associates Inc | 1,350 | $421.0K | 0.12% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 1,351 | $421.5K | 0.03% | −21,839−94.2% | Reduced |
| Rosenberg Matthew Hamilton | 1,351 | $421.6K | 0.10% | −15−1.1% | Reduced |
| First Bank & Trust | 1,353 | $422.1K | 0.08% | −106−7.3% | Reduced |
| Washington Capital Management Inc | 1,355 | $422.7K | 0.31% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,358 | $423.7K | 0.04% | −398−22.7% | Reduced |
| Flaharty Asset Management, LLC | 1,358 | $423.7K | 0.06% | +715+111.2% | Added |
| Blackhawk Capital Partners LLC. | 1,363 | $425.2K | 0.20% | +1,363 | New |
| Copley Financial Group, Inc. | 1,364 | $425.5K | 0.32% | +6+0.4% | Added |
| TrueWealth Advisors, LLC | 1,364 | $425.6K | 0.13% | +1,364 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,365 | $425.8K | 0.07% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 1,366 | $426.1K | 0.02% | +493+56.5% | Added |
| Shepherd Financial Partners LLC | 1,368 | $426.6K | 0.05% | −4,443−76.5% | Reduced |
| Cahaba Wealth Management, Inc. | 1,372 | $427.9K | 0.03% | +9+0.7% | Added |
| Cypress Capital, LLC | 1,375 | $429.0K | 0.12% | −149−9.8% | Reduced |
| Legacy Edge Advisors, LLC | 1,380 | $430.5K | 0.06% | −122−8.1% | Reduced |
| Wealth Quarterback LLC | 1,384 | $431.7K | 0.20% | +1,384 | New |
| GenTrust, LLC | 1,385 | $432.1K | 0.02% | −977−41.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,385 | $432.1K | 0.11% | +13+0.9% | Added |
| Disciplined Investors, L.L.C. | 1,387 | $432.7K | 0.34% | +122+9.6% | Added |
| Dogwood Wealth Management LLC | 1,407 | $432.8K | 0.21% | +33+2.4% | Added |
| Whalen Wealth Management Inc. | 1,389 | $433.3K | 0.27% | +18+1.3% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 1,392 | $434.3K | 0.23% | +606+77.1% | Added |
| Aspire Growth Partners LLC | 1,392 | $434.3K | 0.36% | +5+0.4% | Added |
| Diligent Investors, LLC | 1,394 | $435.0K | 0.10% | +344+32.8% | Added |
| Tandem Investment Partners LLC | 1,397 | $435.8K | 0.38% | +250+21.8% | Added |
| N.E.W. Advisory Services LLC | 1,398 | $436.1K | 0.04% | +878+168.8% | Added |
| Brady Martz Wealth Solutions, LLC | 1,402 | $437.3K | 0.08% | −390−21.8% | Reduced |
| Brandywine Oak Private Wealth LLC | 1,403 | $437.7K | 0.04% | −114−7.5% | Reduced |
| Traphagen Investment Advisors LLC | 1,406 | $438.6K | 0.04% | +238+20.4% | Added |
| Canal Capital Management, LLC | 1,407 | $439.0K | 0.07% | +238+20.4% | Added |
| LS Investment Advisors, LLC | 1,410 | $439.9K | 0.06% | +85+6.4% | Added |
| Mitchell Sinkler & Starr | 1,420 | $443.0K | 0.21% | −142−9.1% | Reduced |
| Drake & Associates, LLC | 1,420 | $443.0K | 0.11% | +310+27.9% | Added |
| First Financial Corp | 1,428 | $445.5K | 0.20% | −171−10.7% | Reduced |
| Baldwin Brothers Inc | 1,433 | $447.1K | 0.03% | −181−11.2% | Reduced |
| Sullivan Wood Capital Management LLC | 1,434 | $447.4K | 0.93% | +1,434 | New |
| Fort Point Capital Partners LLC | 1,438 | $448.6K | 0.04% | −483−25.1% | Reduced |
| Quantum Financial Advisors, LLC | 1,438 | $448.7K | 0.06% | −73−4.8% | Reduced |
| Williams & Novak, LLC | 1,441 | $449.6K | 0.38% | +769+114.4% | Added |
| General Partner, Inc. | 1,446 | $451.1K | 0.26% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 1,447 | $451.4K | 0.24% | −854−37.1% | Reduced |
| LVW Advisors, LLC | 1,450 | $452.5K | 0.05% | −87−5.7% | Reduced |
| IVC Wealth Advisors LLC | 1,452 | $452.8K | 0.22% | −114−7.3% | Reduced |
| Pointe Capital Management LLC | 1,453 | $453.3K | 0.24% | −14−1.0% | Reduced |
| Park National Corp | 1,458 | $454.9K | 0.02% | −279−16.1% | Reduced |
| First Affirmative Financial Network | 1,459 | $455.2K | 0.23% | −25−1.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,461 | $455.8K | 0.17% | +7+0.5% | Added |
| Gerber, LLC | 1,463 | $456.4K | 0.32% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 1,467 | $457.7K | 0.15% | −752−33.9% | Reduced |
| Marotta Asset Management | 1,469 | $458.3K | 0.09% | −23−1.5% | Reduced |
| GW Henssler & Associates Ltd | 1,476 | $460.5K | 0.02% | −108−6.8% | Reduced |
| Coastal Investment Advisors, Inc. | 1,476 | $460.5K | 0.18% | +335+29.4% | Added |
| Capital Advisors, Ltd. LLC | 1,479 | $461.0K | 0.06% | −299−16.8% | Reduced |
| MV Capital Management, Inc. | 1,478 | $461.1K | 0.05% | −239−13.9% | Reduced |
| MEMBERS Trust Co | 1,479 | $461.4K | 0.02% | +177+13.6% | Added |
| Winch Advisory Services, LLC | 1,480 | $461.7K | 0.11% | +804+118.9% | Added |
| Prossimo Advisors, LLC | 1,481 | $462.0K | 0.37% | −1,997−57.4% | Reduced |
| Investment Partners, Ltd. | 1,486 | $463.6K | 0.18% | −290−16.3% | Reduced |
| Future Financial Wealth Managment LLC | 1,486 | $463.6K | 0.32% | +925+164.9% | Added |
| Challenger Wealth Management | 1,487 | $463.8K | 0.32% | −62−4.0% | Reduced |
| Greykasell Wealth Strategies, Inc. | 1,490 | $464.8K | 0.22% | −1,093−42.3% | Reduced |
| Rexford Capital Inc | 1,491 | $465.1K | 0.39% | +1,491 | New |