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 |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 14,191 | $4.43M | 0.13% | +7,675+117.8% | Added |
| Leavell Investment Management, Inc. | 14,181 | $4.42M | 0.20% | −1,091−7.1% | Reduced |
| Dynamic Advisor Solutions LLC | 14,171 | $4.42M | 0.14% | −7,195−33.7% | Reduced |
| Sigma Investment Counselors Inc | 14,130 | $4.41M | 0.24% | +769+5.8% | Added |
| Narwhal Capital Management | 14,113 | $4.40M | 0.35% | −10,380−42.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 14,103 | $4.40M | 0.06% | +1,942+16.0% | Added |
| Eagle Capital Management, LLC | 14,088 | $4.39M | 1.93% | +514+3.8% | Added |
| Atria Wealth Solutions, Inc. | 14,071 | $4.38M | 0.10% | −18,304−56.5% | Reduced |
| Ritholtz Wealth Management | 14,010 | $4.37M | 0.10% | −4,396−23.9% | Reduced |
| Meeder Advisory Services, Inc. | 13,994 | $4.37M | 0.23% | −3,246−18.8% | Reduced |
| Pitcairn Co | 13,981 | $4.36M | 0.29% | −1,060−7.0% | Reduced |
| Griffin Asset Management, Inc. | 13,939 | $4.35M | 0.51% | −3,026−17.8% | Reduced |
| Community Bank & Trust, Waco, Texas | 13,910 | $4.34M | 0.98% | +44+0.3% | Added |
| International Assets Investment Management, LLC | 223,224 | $4.34M | 0.35% | +5,436+2.5% | Added |
| Massmutual Trust Co FSB | 13,887 | $4.33M | 0.12% | −17,655−56.0% | Reduced |
| Clear Harbor Asset Management, LLC | 13,785 | $4.30M | 0.32% | +4,833+54.0% | Added |
| Brown Brothers Harriman & Co | 13,765 | $4.29M | 0.03% | −292,825−95.5% | Reduced |
| Principle Wealth Partners LLC | 13,744 | $4.29M | 0.27% | +6,130+80.5% | Added |
| Resources Management Corp | 13,692 | $4.27M | 0.58% | −1,332−8.9% | Reduced |
| Palouse Capital Management, Inc. | 13,679 | $4.27M | 2.81% | +13,405+4,892.3% | Added |
| Cary Street Partners Financial LLC | 13,653 | $4.26M | 0.12% | +6,657+95.2% | Added |
| Allen Operations LLC | 13,633 | $4.25M | 0.59% | +13,633 | New |
| PFG Advisors | 13,574 | $4.23M | 0.20% | +2,252+19.9% | Added |
| J. Safra Sarasin Holding AG | 13,558 | $4.23M | 0.07% | −7,290−35.0% | Reduced |
| GWN Securities Inc. | 13,154 | $4.21M | 0.78% | −9,532−42.0% | Reduced |
| Global Retirement Partners, LLC | 13,492 | $4.21M | 0.10% | +13,492 | New |
| Tritonpoint Wealth, LLC | 13,475 | $4.20M | 0.39% | −640−4.5% | Reduced |
| Altrafin AG | 13,458 | $4.20M | 1.42% | −13,954−50.9% | Reduced |
| Hound Partners, LLC | 13,437 | $4.19M | 0.57% | +13,437 | New |
| Flputnam Investment Management Co | 13,433 | $4.19M | 0.07% | −35,282−72.4% | Reduced |
| Hillsdale Investment Management Inc. | 13,414 | $4.18M | 0.15% | +10,730+399.8% | Added |
| Meridian Wealth Advisors, LLC | 13,361 | $4.17M | 0.66% | +433+3.3% | Added |
| Whalerock Point Partners, LLC | 13,339 | $4.16M | 0.90% | −233−1.7% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 13,299 | $4.15M | 0.95% | +1,491+12.6% | Added |
| Guardian Partners Inc. | 13,641 | $4.13M | 0.37% | −1,242−8.3% | Reduced |
| Highland Capital Management, LLC | 13,235 | $4.13M | 0.22% | +2,800+26.8% | Added |
| West Branch Capital LLC | 13,134 | $4.10M | 1.21% | +1,445+12.4% | Added |
| Central Bank & Trust Co | 13,099 | $4.09M | 0.67% | −694−5.0% | Reduced |
| Wealthspire Advisors, LLC | 13,093 | $4.08M | 0.02% | −1,014−7.2% | Reduced |
| Fulcrum Asset Management LLP | 13,079 | $4.08M | 1.16% | +13,079 | New |
| Synergy Financial Management, LLC | 13,071 | $4.08M | 0.47% | +4,881+59.6% | Added |
| Fundamentun, LLC | 13,063 | $4.08M | 0.19% | −7,053−35.1% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 13,000 | $4.06M | 0.87% | 00.0% | Unchanged |
| Generali Investments CEE, investicni spolecnost, a.s. | 12,860 | $4.01M | 0.33% | −19−0.1% | Reduced |
| Saranac Partners Ltd | 12,857 | $4.01M | 2.13% | +997+8.4% | Added |
| Aviso Financial Inc. | 12,802 | $3.99M | 0.18% | −109,834−89.6% | Reduced |
| Trust Co of Vermont | 12,745 | $3.98M | 0.19% | −26,799−67.8% | Reduced |
| Change Path, LLC | 12,741 | $3.97M | 0.10% | +265+2.1% | Added |
| Symphony Financial, Ltd. Co. | 16,986 | $3.97M | 0.52% | +15,162+831.3% | Added |
| Wright Investors Service Inc | 12,720 | $3.97M | 1.20% | +4,271+50.6% | Added |
| Rench Wealth Management, Inc. | 12,689 | $3.96M | 1.25% | +1,403+12.4% | Added |
| Granite Investment Partners, LLC | 12,655 | $3.95M | 0.19% | 00.0% | Unchanged |
| CastleKnight Management LP | 12,400 | $3.87M | 0.26% | +12,400 | New |
| Jasper Ridge Partners, L.P. | 12,379 | $3.86M | 0.10% | 00.0% | Unchanged |
| Choate Investment Advisors | 12,307 | $3.84M | 0.08% | −38,680−75.9% | Reduced |
| Sone Capital Management, LLC | 12,252 | $3.82M | 0.35% | +3,141+34.5% | Added |
| Massachusetts Financial Services Co | 12,246 | $3.82M | 0.00% | +3,398+38.4% | Added |
| Perkins Coie Trust Co | 12,232 | $3.82M | 0.65% | +486+4.1% | Added |
| Paradigm Financial Partners, LLC | 12,193 | $3.80M | 0.41% | −2,870−19.1% | Reduced |
| HBW Advisory Services LLC | 12,115 | $3.78M | 0.47% | +3,415+39.3% | Added |
| Flagship Harbor Advisors, LLC | 12,113 | $3.78M | 0.18% | +4,926+68.5% | Added |
| Point72 (DIFC) Ltd | 12,035 | $3.75M | 0.30% | +12,035 | New |
| Asahi Life Asset Management Co., Ltd. | 12,032 | $3.75M | 2.19% | +704+6.2% | Added |
| Shufro Rose & Co LLC | 7,146 | $3.74M | 0.30% | −428−5.7% | Reduced |
| Venturi Wealth Management, LLC | 11,990 | $3.74M | 0.18% | −25,156−67.7% | Reduced |
| Bank of Nova Scotia Trust Co | 11,970 | $3.73M | 0.37% | −6,959−36.8% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 11,970 | $3.73M | 1.38% | +4,099+52.1% | Added |
| GAMMA Investing LLC | 11,969 | $3.73M | 0.24% | −3,869−24.4% | Reduced |
| Marshall & Sullivan Inc | 11,931 | $3.72M | 1.79% | +16+0.1% | Added |
| Plancorp, LLC | 11,895 | $3.71M | 0.13% | −385−3.1% | Reduced |
| Mattson Financial Services, LLC | 11,870 | $3.70M | 1.00% | +1,467+14.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11,858 | $3.70M | 0.08% | −663−5.3% | Reduced |
| PFG Investments, LLC | 11,793 | $3.68M | 0.22% | +3,127+36.1% | Added |
| Miracle Mile Advisors, LLC | 11,784 | $3.68M | 0.06% | +5,622+91.2% | Added |
| AdvisorNet Financial, Inc | 11,761 | $3.67M | 0.24% | +421+3.7% | Added |
| Perpetual Ltd | 11,724 | $3.66M | 0.04% | −298,263−96.2% | Reduced |
| NorthRock Partners, LLC | 11,668 | $3.64M | 0.09% | +846+7.8% | Added |
| BigSur Wealth Management LLC | 11,630 | $3.63M | 0.92% | +6,887+145.2% | Added |
| Harbour Capital Advisors, LLC | 11,765 | $3.62M | 0.76% | −51−0.4% | Reduced |
| Peloton Wealth Strategists | 11,580 | $3.61M | 1.45% | +1,260+12.2% | Added |
| Ausdal Financial Partners, Inc. | 11,543 | $3.60M | 0.24% | +9,246+402.5% | Added |
| First Foundation Advisors | 11,540 | $3.60M | 0.13% | −15,502−57.3% | Reduced |
| Barbara Oil Co. | 11,500 | $3.59M | 1.41% | 00.0% | Unchanged |
| Leeward Financial Partners, LLC | 11,496 | $3.59M | 1.14% | +10,550+1,115.2% | Added |
| Williams Jones Wealth Management, LLC. | 11,467 | $3.58M | 0.04% | −28,343−71.2% | Reduced |
| Verition Fund Management LLC | 11,455 | $3.57M | 0.02% | +8,861+341.6% | Added |
| Perigon Wealth Management, LLC | 11,446 | $3.57M | 0.08% | −7,160−38.5% | Reduced |
| HBK Sorce Advisory LLC | 11,433 | $3.57M | 0.10% | −717−5.9% | Reduced |
| IHT Wealth Management, LLC | 11,392 | $3.55M | 0.10% | +224+2.0% | Added |
| Twin Capital Management Inc | 11,383 | $3.55M | 0.38% | −7,114−38.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 11,299 | $3.52M | 0.33% | −9,627−46.0% | Reduced |
| Chatham Capital Group, Inc. | 11,272 | $3.52M | 0.54% | +120+1.1% | Added |
| Brentview Investment Management LLC | 11,256 | $3.51M | 1.77% | −217−1.9% | Reduced |
| River Wealth Advisors LLC | 11,227 | $3.50M | 0.44% | −1,305−10.4% | Reduced |
| Thematics Asset Management | 11,180 | $3.49M | 0.16% | −1,038−8.5% | Reduced |
| Belpointe Asset Management LLC | 11,165 | $3.48M | 0.15% | +2,051+22.5% | Added |
| Brown Shipley& Co Ltd | 11,161 | $3.48M | 1.92% | −144−1.3% | Reduced |
| Gs Investments, Inc. | 11,128 | $3.47M | 1.54% | +786+7.6% | Added |
| Schnieders Capital Management LLC | 11,090 | $3.46M | 0.61% | −1,024−8.5% | Reduced |
| First Interstate Bank | 11,054 | $3.45M | 0.20% | −269−2.4% | Reduced |