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 |
|---|---|---|---|---|---|
| LRT Capital Management, LLC | 10,973 | $3.42M | 2.03% | +5,225+90.9% | Added |
| Duncker Streett & Co Inc | 10,961 | $3.42M | 0.62% | −1,826−14.3% | Reduced |
| Montag A & Associates Inc | 10,888 | $3.40M | 0.17% | +658+6.4% | Added |
| Rothschild Investment LLC | 10,878 | $3.39M | 0.21% | +4,999+85.0% | Added |
| Field & Main Bank | 10,877 | $3.39M | 1.10% | +34+0.3% | Added |
| Lountzis Asset Management, LLC | 10,849 | $3.38M | 1.19% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 10,825 | $3.38M | 0.26% | +1,546+16.7% | Added |
| Geneos Wealth Management Inc. | 10,825 | $3.38M | 0.08% | +2,553+30.9% | Added |
| J. W. Coons Advisors, LLC | 10,807 | $3.37M | 0.76% | +104+1.0% | Added |
| Legacy Private Trust Co. | 10,792 | $3.37M | 0.22% | +1,370+14.5% | Added |
| Harrell Investment Partners, LLC | 10,770 | $3.36M | 0.85% | −2,837−20.8% | Reduced |
| Wedmont Private Capital | 11,029 | $3.34M | 0.14% | −1,067−8.8% | Reduced |
| Elgethun Capital Management | 10,692 | $3.34M | 0.67% | +3,209+42.9% | Added |
| AlTi Global, Inc. | 10,677 | $3.33M | 0.08% | −2,265−17.5% | Reduced |
| Farmers National Bank | 10,672 | $3.33M | 0.88% | +2,820+35.9% | Added |
| Chicago Trust Co NA | 10,669 | $3.33M | 0.47% | +30+0.3% | Added |
| ZEGA Investments, LLC | 10,654 | $3.32M | 0.83% | +584+5.8% | Added |
| Prosperity Consulting Group, LLC | 10,609 | $3.31M | 0.24% | −1,216−10.3% | Reduced |
| Trust Asset Management LLC | 10,600 | $3.31M | 0.25% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 10,579 | $3.30M | 0.62% | −988−8.5% | Reduced |
| BNP Paribas | 10,508 | $3.28M | 0.11% | −22,439−68.1% | Reduced |
| Jackson Hole Capital Partners, LLC | 10,478 | $3.27M | 0.60% | +1,908+22.3% | Added |
| Holderness Investments Co | 10,439 | $3.26M | 0.70% | +241+2.4% | Added |
| Charter Trust Co | 10,431 | $3.25M | 0.21% | −345−3.2% | Reduced |
| Jensen Investment Management Inc | 10,406 | $3.25M | 0.04% | −596,972−98.3% | Reduced |
| Cullinan Associates Inc | 10,398 | $3.24M | 0.21% | −3,990−27.7% | Reduced |
| William B. Walkup & Associates, Inc. | 10,380 | $3.24M | 1.91% | +118+1.1% | Added |
| Caliber Wealth Management, LLC | 10,360 | $3.23M | 0.35% | +3,148+43.6% | Added |
| Trifecta Capital Advisors, LLC | 10,360 | $3.23M | 0.54% | +481+4.9% | Added |
| E Fund Management Co., Ltd. | 10,356 | $3.23M | 0.15% | −2,122−17.0% | Reduced |
| Dark Forest Capital Management LP | 10,338 | $3.23M | 0.13% | +8,413+437.0% | Added |
| Acropolis Investment Management, LLC | 10,294 | $3.21M | 0.18% | −1,004−8.9% | Reduced |
| Commonwealth Retirement Investments LLC | 10,272 | $3.20M | 1.22% | −585−5.4% | Reduced |
| Adviser Investments LLC | 10,267 | $3.20M | 0.04% | −49,855−82.9% | Reduced |
| Independent Financial Group, LLC | 10,217 | $3.19M | 0.09% | +2,573+33.7% | Added |
| Maxi Investments CY Ltd | 10,200 | $3.18M | 0.53% | +10,200 | New |
| Chemistry Wealth Management LLC | 10,177 | $3.17M | 0.68% | +1,970+24.0% | Added |
| S-Bank Fund Management Ltd | 10,144 | $3.16M | 0.47% | +2,644+35.3% | Added |
| Beverly Hills Private Wealth, LLC | 10,141 | $3.16M | 0.59% | −514−4.8% | Reduced |
| Capital Analysts, LLC | 10,134 | $3.16M | 0.11% | −1,293−11.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,120 | $3.16M | 0.11% | +2,282+29.1% | Added |
| RDA Financial Network | 10,108 | $3.15M | 0.85% | +826+8.9% | Added |
| Round Rock Advisors, LLC | 10,103 | $3.15M | 0.54% | −38−0.4% | Reduced |
| Manhattan West Asset Management, LLC | 10,094 | $3.15M | 0.73% | +4,797+90.6% | Added |
| Steel Peak Wealth Management LLC | 10,070 | $3.14M | 0.12% | +4,101+68.7% | Added |
| Cypress Asset Management Inc | 10,054 | $3.14M | 0.76% | −42−0.4% | Reduced |
| FreeGulliver LLC | 10,022 | $3.13M | 1.44% | −9−0.1% | Reduced |
| Soundwatch Capital LLC | 336,674 | $3.12M | 0.66% | +334,956+19,496.9% | Added |
| WealthShield Partners, LLC | 10,003 | $3.12M | 0.38% | +1,071+12.0% | Added |
| Sagespring Wealth Partners, LLC | 9,945 | $3.10M | 0.07% | −6,188−38.4% | Reduced |
| one8zero8, LLC | 9,927 | $3.10M | 0.73% | +1,449+17.1% | Added |
| Left Brain Wealth Management, LLC | 9,874 | $3.08M | 1.09% | +5,954+151.9% | Added |
| Dupree Financial Group, LLC | 9,859 | $3.08M | 1.21% | +9,859 | New |
| Northern Oak Wealth Management Inc | 9,846 | $3.07M | 0.39% | −312−3.1% | Reduced |
| Weik Capital Management | 9,824 | $3.06M | 1.21% | +142+1.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 9,797 | $3.06M | 1.63% | −14,346−59.4% | Reduced |
| StoneX Group Inc. | 9,761 | $3.05M | 0.15% | +2,201+29.1% | Added |
| Diversify Wealth Management, LLC | 11,572 | $3.03M | 0.19% | +2,091+22.1% | Added |
| Eclectic Associates Inc | 9,698 | $3.03M | 0.66% | −231−2.3% | Reduced |
| Invst, LLC | 9,675 | $3.02M | 0.38% | +4,184+76.2% | Added |
| XTX Topco Ltd | 9,595 | $2.99M | 0.12% | +9,595 | New |
| Penserra Capital Management LLC | 9,586 | $2.99M | 0.04% | +1,902+24.8% | Added |
| PACK Private Wealth, LLC | 9,569 | $2.99M | 1.58% | +3,087+47.6% | Added |
| MainStreet Investment Advisors LLC | 9,549 | $2.98M | 0.41% | −951−9.1% | Reduced |
| Connecticut Wealth Management, LLC | 9,531 | $2.97M | 0.14% | −682−6.7% | Reduced |
| Essex Financial Services, Inc. | 9,515 | $2.97M | 0.19% | −2,210−18.8% | Reduced |
| Retirement Guys Formula LLC | 9,511 | $2.97M | 1.13% | +3,998+72.5% | Added |
| KCM Investment Advisors LLC | 9,503 | $2.96M | 0.10% | −2,886−23.3% | Reduced |
| NJ State Employees Deferred Compensation Plan | 9,500 | $2.96M | 0.35% | +9,000+1,800.0% | Added |
| Estabrook Capital Management | 9,481 | $2.96M | 0.46% | −5,353−36.1% | Reduced |
| Union Heritage Capital, LLC | 9,478 | $2.96M | 1.03% | 00.0% | Unchanged |
| Accredited Investors Inc. | 9,461 | $2.95M | 0.17% | +396+4.4% | Added |
| LexAurum Advisors, LLC | 9,426 | $2.94M | 0.46% | −86−0.9% | Reduced |
| Qtron Investments LLC | 9,380 | $2.93M | 0.37% | 00.0% | Unchanged |
| Syon Capital LLC | 9,355 | $2.92M | 0.19% | −4,987−34.8% | Reduced |
| Titleist Asset Management, LLC | 9,343 | $2.91M | 0.29% | +8,030+611.6% | Added |
| Jaffetilchin Investment Partners, LLC | 9,342 | $2.91M | 0.19% | −3,255−25.8% | Reduced |
| We Are One Seven, LLC | 9,315 | $2.91M | 0.09% | +534+6.1% | Added |
| Campbell Capital Management Inc | 9,300 | $2.90M | 1.13% | +9,300 | New |
| Pinnacle Holdings, LLC | 9,279 | $2.89M | 1.04% | +758+8.9% | Added |
| Mitchell & Pahl Private Wealth, LLC | 9,249 | $2.89M | 1.27% | +338+3.8% | Added |
| KP Management LLC | 9,200 | $2.87M | 1.16% | +4,200+84.0% | Added |
| Buckingham Strategic Partners | 9,185 | $2.86M | 0.04% | −4,162−31.2% | Reduced |
| Asset Dedication, LLC | 9,139 | $2.85M | 0.21% | −1,619−15.0% | Reduced |
| Chickasaw Capital Management LLC | 9,133 | $2.85M | 0.11% | +7,140+358.3% | Added |
| Calamos Wealth Management LLC | 9,124 | $2.85M | 0.12% | −23,605−72.1% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 9,110 | $2.84M | 0.08% | −243,295−96.4% | Reduced |
| Cynosure Management, LLC | 9,098 | $2.84M | 0.32% | +8,354+1,122.8% | Added |
| Morton Community Bank | 9,087 | $2.83M | 0.70% | +985+12.2% | Added |
| Paradigm Asset Management Co LLC | 9,080 | $2.83M | 0.70% | −300−3.2% | Reduced |
| Boothbay Fund Management, LLC | 9,057 | $2.83M | 0.09% | +8,639+2,066.7% | Added |
| Stonegate Investment Group, LLC | 9,053 | $2.82M | 0.07% | −1,341−12.9% | Reduced |
| Adell Harriman & Carpenter Inc | 9,037 | $2.82M | 0.19% | −12,415−57.9% | Reduced |
| Bristlecone Advisors, LLC | 8,992 | $2.81M | 0.24% | −1,403−13.5% | Reduced |
| F/M Investments LLC | 8,979 | $2.80M | 0.10% | −20,257−69.3% | Reduced |
| Frank, Rimerman Advisors LLC | 8,979 | $2.80M | 0.19% | −6,198−40.8% | Reduced |
| Cigna Investments Inc | 8,955 | $2.79M | 0.48% | −291−3.1% | Reduced |
| Monetary Management Group Inc | 8,908 | $2.78M | 0.68% | +1,061+13.5% | Added |
| Capital Insight Partners, LLC | 8,902 | $2.78M | 0.48% | −387−4.2% | Reduced |
| Delaney Dennis R | 8,896 | $2.78M | 1.43% | −300−3.3% | Reduced |