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 |
|---|---|---|---|---|---|
| Banque Cantonale Vaudoise | 17,115 | $5.34M | 0.22% | −3,335−16.3% | Reduced |
| Bearing Point Capital, LLC | 17,094 | $5.33M | 0.98% | −2,156−11.2% | Reduced |
| CBOE Vest Financial, LLC | 17,018 | $5.31M | 0.08% | +4,799+39.3% | Added |
| Morse Asset Management, Inc | 16,986 | $5.30M | 1.16% | −21−0.1% | Reduced |
| Tobam | 16,906 | $5.27M | 2.06% | +14,211+527.3% | Added |
| TB Alternative Assets Ltd. | 16,859 | $5.26M | 0.97% | +16,859 | New |
| Hancock Whitney Corp | 16,855 | $5.26M | 0.10% | +9,359+124.9% | Added |
| Naples Global Advisors, LLC | 16,830 | $5.25M | 0.45% | +1,505+9.8% | Added |
| Bensler, LLC | 16,813 | $5.25M | 0.59% | +9,868+142.1% | Added |
| Consolidated Investment Group LLC | 16,750 | $5.23M | 0.70% | +3,500+26.4% | Added |
| Sectoral Asset Management Inc | 16,745 | $5.22M | 3.45% | +3,850+29.9% | Added |
| Blue Fin Capital, Inc. | 16,720 | $5.22M | 0.89% | +106+0.6% | Added |
| Bretton Capital Management, LLC | 16,700 | $5.21M | 4.70% | +6,500+63.7% | Added |
| DRW Securities, LLC | 16,666 | $5.20M | 0.37% | +13,014+356.4% | Added |
| Puzo Michael J | 16,653 | $5.20M | 1.48% | +670+4.2% | Added |
| Scholtz & Company, LLC | 16,650 | $5.19M | 2.28% | −3,151−15.9% | Reduced |
| Blue Edge Capital, LLC | 16,640 | $5.19M | 0.77% | −153−0.9% | Reduced |
| Icon Wealth Advisors, LLC | 16,626 | $5.19M | 0.37% | +1,674+11.2% | Added |
| Summit Financial, LLC | 16,616 | $5.18M | 0.12% | −8,633−34.2% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 16,614 | $5.18M | 0.11% | −32,405−66.1% | Reduced |
| Spire Wealth Management | 16,594 | $5.17M | 0.19% | −14,620−46.8% | Reduced |
| Winmill & Co. Inc | 16,475 | $5.14M | 1.43% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 16,411 | $5.12M | 0.91% | −188−1.1% | Reduced |
| Quantbot Technologies LP | 16,377 | $5.11M | 0.13% | +11,842+261.1% | Added |
| St Germain D J Co Inc | 16,356 | $5.10M | 0.22% | −204−1.2% | Reduced |
| Ballentine Partners, LLC | 16,249 | $5.07M | 0.08% | −1,301−7.4% | Reduced |
| Salem Investment Counselors Inc | 16,233 | $5.06M | 0.16% | −19,960−55.1% | Reduced |
| Allen Capital Group, LLC | 16,177 | $5.05M | 0.53% | +3,446+27.1% | Added |
| Ostrum Asset Management | 16,164 | $5.04M | 0.24% | +675+4.4% | Added |
| Farther Finance Advisors, LLC | 16,118 | $5.03M | 0.10% | +504+3.2% | Added |
| Verdence Capital Advisors LLC | 16,062 | $5.01M | 0.34% | −2,707−14.4% | Reduced |
| Centaurus Financial, Inc. | 15,958 | $4.98M | 0.29% | +1,237+8.4% | Added |
| Dakota Wealth Management | 15,951 | $4.98M | 0.10% | −924−5.5% | Reduced |
| Ascent Group, LLC | 15,950 | $4.98M | 0.19% | −10,585−39.9% | Reduced |
| Stolper Co | 15,915 | $4.96M | 1.63% | −181−1.1% | Reduced |
| Roundview Capital LLC | 15,889 | $4.96M | 0.33% | −3,445−17.8% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 15,877 | $4.95M | 0.46% | −1,223−7.2% | Reduced |
| Pure Financial Advisors, Inc. | 15,876 | $4.95M | 0.09% | +11,045+228.6% | Added |
| City Holding Co | 15,863 | $4.95M | 0.65% | +3,088+24.2% | Added |
| Aurdan Capital Management, LLC | 15,846 | $4.94M | 1.68% | −1,424−8.2% | Reduced |
| Buckhead Capital Management LLC | 15,764 | $4.92M | 1.90% | +1,096+7.5% | Added |
| Kornitzer Capital Management Inc | 15,762 | $4.92M | 0.10% | −12,172−43.6% | Reduced |
| Logan Capital Management Inc | 15,746 | $4.91M | 0.23% | −3,651−18.8% | Reduced |
| Harbour Investments, Inc. | 15,703 | $4.90M | 0.12% | +9,438+150.6% | Added |
| Chronos Wealth Management, LLC | 15,687 | $4.89M | 2.54% | −1,760−10.1% | Reduced |
| Profund Advisors LLC | 15,641 | $4.88M | 0.18% | −1,201−7.1% | Reduced |
| Sigma Planning Corp | 15,631 | $4.88M | 0.15% | +583+3.9% | Added |
| Ballast, Inc. | 15,614 | $4.87M | 1.28% | +1,152+8.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 15,612 | $4.87M | 0.22% | −24,450−61.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 15,566 | $4.86M | 0.20% | +794+5.4% | Added |
| Gladstone Institutional Advisory LLC | 15,529 | $4.84M | 0.20% | +866+5.9% | Added |
| Harbour Trust & Investment Management Co | 15,509 | $4.84M | 0.54% | +88+0.6% | Added |
| Evexia Wealth LLC | 17,107 | $4.84M | 1.52% | −830−4.6% | Reduced |
| Burt Wealth Advisors | 15,496 | $4.83M | 1.11% | −545−3.4% | Reduced |
| Earnest Partners LLC | 15,453 | $4.82M | 0.02% | −980−6.0% | Reduced |
| Glenview Trust Co | 15,431 | $4.81M | 0.08% | −36,405−70.2% | Reduced |
| Cullen Investment Group, Ltd. | 15,376 | $4.80M | 0.68% | +4,807+45.5% | Added |
| AIA Group Ltd | 15,352 | $4.79M | 0.10% | −3,901−20.3% | Reduced |
| Busey Wealth Management | 15,311 | $4.78M | 0.15% | −363−2.3% | Reduced |
| GHP Investment Advisors, Inc. | 15,246 | $4.76M | 0.21% | −2,135−12.3% | Reduced |
| Value Partners Investments Inc. | 15,206 | $4.74M | 0.37% | +4,089+36.8% | Added |
| Core Alternative Capital | 15,179 | $4.74M | 1.30% | −3,793−20.0% | Reduced |
| Lester Murray Antman dba SimplyRich | 15,114 | $4.71M | 1.31% | −55−0.4% | Reduced |
| MMBG Investment Advisors Co. | 15,098 | $4.71M | 0.47% | +4,882+47.8% | Added |
| Quadrant Capital Group LLC | 15,090 | $4.71M | 0.17% | −5,567−26.9% | Reduced |
| Summit X, LLC | 15,042 | $4.69M | 0.87% | +12,193+428.0% | Added |
| Colonial Trust Co | 15,015 | $4.68M | 0.68% | −1,386−8.5% | Reduced |
| Sivik Global Healthcare LLC | 15,000 | $4.68M | 2.09% | +10,000+200.0% | Added |
| Inspire Trust Co, N.A. | 15,000 | $4.68M | 0.97% | +3,500+30.4% | Added |
| Rovida Advisors Inc. | 15,000 | $4.68M | 4.16% | +15,000 | New |
| Kidder Stephen W | 14,969 | $4.67M | 1.40% | +221+1.5% | Added |
| Stenger Family Office, LLC | 17,546 | $4.67M | 1.23% | +17,546 | New |
| Legacy Wealth Management, LLC | 14,939 | $4.66M | 1.42% | +6,515+77.3% | Added |
| AMG National Trust Bank | 14,927 | $4.66M | 0.12% | +152+1.0% | Added |
| Kempner Capital Management Inc. | 14,925 | $4.66M | 2.49% | +10,535+240.0% | Added |
| Schonfeld Strategic Advisors LLC | 14,918 | $4.65M | 0.04% | −9,339−38.5% | Reduced |
| First National Bank of Omaha | 14,900 | $4.65M | 0.30% | −155−1.0% | Reduced |
| Davis R M Inc | 14,899 | $4.65M | 0.09% | −64,115−81.1% | Reduced |
| KMG Fiduciary Partners, LLC | 14,885 | $4.64M | 0.34% | −4,006−21.2% | Reduced |
| National Asset Management, Inc. | 14,874 | $4.64M | 0.22% | −15,770−51.5% | Reduced |
| Neville Rodie & Shaw Inc | 14,799 | $4.62M | 0.34% | −12,278−45.3% | Reduced |
| Liberty Capital Management, Inc. | 14,780 | $4.61M | 0.93% | +726+5.2% | Added |
| Miramar Capital, LLC | 14,768 | $4.61M | 1.09% | −8,147−35.6% | Reduced |
| Alapocas Investment Partners, Inc. | 14,737 | $4.60M | 2.95% | −830−5.3% | Reduced |
| Mirabaud Asset Management Ltd | 14,851 | $4.59M | 2.14% | +1,746+13.3% | Added |
| Mader & Shannon Wealth Management, Inc. | 14,706 | $4.59M | 2.50% | −40.0% | Reduced |
| NBT Bank N A | 14,660 | $4.57M | 0.31% | −2,645−15.3% | Reduced |
| Sandhill Capital Partners LLC | 14,542 | $4.54M | 0.33% | +3,578+32.6% | Added |
| GFS Advisors, LLC | 14,500 | $4.52M | 0.62% | +14,500 | New |
| Lynch Asset Management, Inc. | 14,500 | $4.52M | 1.60% | +3,050+26.6% | Added |
| Caldwell Trust Co | 14,489 | $4.52M | 0.45% | −2,293−13.7% | Reduced |
| Lincluden Management Ltd | 14,408 | $4.50M | 0.50% | +6,084+73.1% | Added |
| Silvercrest Asset Management Group LLC | 14,406 | $4.49M | 0.03% | −31,971−68.9% | Reduced |
| Voleon Capital Management LP | 14,384 | $4.49M | 0.25% | +9,726+208.8% | Added |
| Martingale Asset Management L P | 14,348 | $4.48M | 0.11% | −58,026−80.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 14,337 | $4.47M | 0.18% | +1,272+9.7% | Added |
| Sky Investment Group LLC | 14,324 | $4.47M | 0.78% | +937+7.0% | Added |
| Community Financial Services Group, LLC | 14,220 | $4.44M | 0.88% | +305+2.2% | Added |
| Modera Wealth Management, LLC | 14,217 | $4.44M | 0.05% | −21,080−59.7% | Reduced |
| Fiduciary Alliance LLC | 14,192 | $4.43M | 0.33% | +4,020+39.5% | Added |