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 |
|---|---|---|---|---|---|
| Western Wealth Management, LLC | 8,855 | $2.76M | 0.16% | +299+3.5% | Added |
| Notis-McConarty Edward | 8,837 | $2.76M | 1.34% | +941+11.9% | Added |
| Rakuten Securities, Inc. | 8,819 | $2.75M | 1.08% | +8,186+1,293.2% | Added |
| Moody National Bank Trust Division | 8,810 | $2.75M | 0.25% | −666−7.0% | Reduced |
| Sumitomo Life Insurance Co | 8,805 | $2.75M | 0.19% | −548−5.9% | Reduced |
| MOKAN Wealth Management Inc. | 8,785 | $2.74M | 1.53% | +3,424+63.9% | Added |
| Cassaday & Co Wealth Management LLC | 8,769 | $2.74M | 0.07% | +2,627+42.8% | Added |
| Dempze Nancy E | 8,760 | $2.73M | 1.58% | +324+3.8% | Added |
| Mechanics Bank Trust Department | 8,706 | $2.72M | 0.39% | −553−6.0% | Reduced |
| Huntleigh Advisors, Inc. | 8,700 | $2.71M | 0.52% | +6,684+331.5% | Added |
| Lindenwold Advisors | 8,691 | $2.71M | 1.41% | +240+2.8% | Added |
| Capital Advisors Inc | 8,689 | $2.71M | 0.05% | −68,388−88.7% | Reduced |
| Formidable Asset Management, LLC | 5,157 | $2.70M | 0.45% | −20−0.4% | Reduced |
| V2 Financial group LLC | 8,645 | $2.70M | 1.63% | +8,067+1,395.7% | Added |
| Rehmann Capital Advisory Group | 8,642 | $2.70M | 0.16% | +2,897+50.4% | Added |
| DeDora Capital, Inc. | 8,640 | $2.70M | 0.70% | −234−2.6% | Reduced |
| Moloney Securities Asset Management, LLC | 8,622 | $2.69M | 0.33% | +2,350+37.5% | Added |
| Tranquility Partners, LLC | 8,615 | $2.69M | 0.96% | −349−3.9% | Reduced |
| Icapital Wealth LLC | 8,581 | $2.68M | 1.52% | +8,066+1,566.2% | Added |
| Wealthcare Advisory Partners LLC | 8,535 | $2.66M | 0.06% | +3,320+63.7% | Added |
| HM Payson & Co | 8,504 | $2.65M | 0.04% | −40,242−82.6% | Reduced |
| Soapstone Management L.P. | 8,500 | $2.65M | 1.76% | +8,500 | New |
| Berkshire Asset Management LLC | 8,495 | $2.65M | 0.12% | −399−4.5% | Reduced |
| Petros Family Wealth, LLC | 8,473 | $2.64M | 2.42% | +210+2.5% | Added |
| Ami Investment Management Inc | 8,470 | $2.64M | 0.68% | +1,987+30.6% | Added |
| Martin Capital Partners, LLC | 8,455 | $2.64M | 1.03% | +5,648+201.2% | Added |
| Plimoth Trust Co LLC | 8,435 | $2.63M | 0.63% | +275+3.4% | Added |
| CCM Investment Advisers LLC | 8,416 | $2.63M | 0.28% | −22,855−73.1% | Reduced |
| Compton Wealth Advisory Group, LLC | 8,405 | $2.62M | 0.66% | −59−0.7% | Reduced |
| Citizens Business Bank | 8,368 | $2.61M | 0.51% | +75+0.9% | Added |
| Fulton Bank, N.A. | 8,348 | $2.60M | 0.10% | −1,876−18.3% | Reduced |
| Northcape Wealth Management, LLC | 8,347 | $2.60M | 0.79% | +3,944+89.6% | Added |
| Csenge Advisory Group | 8,614 | $2.60M | 0.14% | −878−9.2% | Reduced |
| VestGen Advisors, LLC | 8,588 | $2.60M | 0.10% | −7,159−45.5% | Reduced |
| McGinn Investment Management, Inc. | 8,285 | $2.58M | 1.64% | +8,285 | New |
| Fragasso Group Inc. | 8,285 | $2.58M | 0.17% | −646−7.2% | Reduced |
| SevenBridge Financial Group, LLC | 9,829 | $2.57M | 0.45% | +1,570+19.0% | Added |
| Naviter Wealth, LLC | 8,206 | $2.56M | 0.32% | −198−2.4% | Reduced |
| South State Corp. | 8,191 | $2.56M | 0.11% | −828−9.2% | Reduced |
| Kinneret Advisory, LLC | 8,184 | $2.55M | 0.23% | −12−0.1% | Reduced |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 8,168 | $2.55M | 0.30% | +375+4.8% | Added |
| Bedell Frazier Investment Counseling, LLC | 8,153 | $2.54M | 0.64% | −6,355−43.8% | Reduced |
| Pensionfund Sabic | 8,150 | $2.54M | 0.72% | −100−1.2% | Reduced |
| Nicollet Investment Management, Inc. | 8,139 | $2.54M | 0.85% | −380−4.5% | Reduced |
| New England Research & Management, Inc. | 8,120 | $2.53M | 1.20% | +8,120 | New |
| Founders Financial Securities LLC | 8,119 | $2.53M | 0.19% | +738+10.0% | Added |
| Greenwood Capital Associates LLC | 8,119 | $2.53M | 0.32% | +8,119 | New |
| Generali Investments, Management Co LLC | 8,126 | $2.53M | 0.57% | +2,905+55.6% | Added |
| Fischer Financial Services, Inc. | 8,134 | $2.53M | 0.74% | −370−4.4% | Reduced |
| Visionary Wealth Advisors | 8,110 | $2.53M | 0.13% | +7,042+659.4% | Added |
| Empire Life Investments Inc. | 8,099 | $2.53M | 0.16% | −4,223−34.3% | Reduced |
| Family Legacy, Inc. | 8,077 | $2.52M | 0.82% | +99+1.2% | Added |
| AIMZ Investment Advisors, LLC | 8,069 | $2.52M | 0.84% | +2,491+44.7% | Added |
| RMB Capital Management, LLC | 8,065 | $2.52M | 0.05% | −70,183−89.7% | Reduced |
| Insigneo Advisory Services, LLC | 8,037 | $2.51M | 0.22% | +2,124+35.9% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 8,034 | $2.51M | 0.21% | −716−8.2% | Reduced |
| Winton Group Ltd | 8,000 | $2.50M | 0.13% | +876+12.3% | Added |
| Jackson Square Partners, LLC | 7,971 | $2.49M | 0.92% | +7,971 | New |
| HealthInvest Partners AB | 13,727 | $2.49M | 1.06% | −12,055−46.8% | Reduced |
| Becker Capital Management Inc | 7,968 | $2.49M | 0.08% | +20+0.3% | Added |
| Ronald Blue Trust, Inc. | 7,936 | $2.48M | 0.03% | −1,277−13.9% | Reduced |
| Arjuna Capital | 7,904 | $2.47M | 0.65% | −372−4.5% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 7,897 | $2.46M | 0.26% | +7,897 | New |
| Bond & Devick Financial Network, Inc. | 7,889 | $2.46M | 0.82% | −402−4.8% | Reduced |
| Carret Asset Management, LLC | 7,883 | $2.46M | 0.26% | −207−2.6% | Reduced |
| SRS Capital Advisors, Inc. | 7,860 | $2.45M | 0.11% | +3,895+98.2% | Added |
| English Capital Management LLC | 7,841 | $2.45M | 1.62% | +7,841 | New |
| WT Wealth Management | 7,806 | $2.44M | 0.72% | +7,806 | New |
| Coastline Trust Co | 7,796 | $2.43M | 0.28% | −1,972−20.2% | Reduced |
| Money Concepts Capital Corp | 7,780 | $2.43M | 0.16% | +2,580+49.6% | Added |
| Cascades Capital Asset Management, LLC | 7,764 | $2.42M | 1.25% | −242−3.0% | Reduced |
| Integrated Advisors Network LLC | 7,736 | $2.41M | 0.11% | −1,315−14.5% | Reduced |
| Skylands Capital, LLC | 7,715 | $2.41M | 0.35% | +7,715 | New |
| GeoWealth Management, LLC | 7,683 | $2.40M | 0.09% | −2,495−24.5% | Reduced |
| Independence Bank of Kentucky | 7,666 | $2.39M | 0.34% | −644−7.7% | Reduced |
| Enterprise Bank & Trust Co | 7,663 | $2.39M | 0.89% | −80−1.0% | Reduced |
| Intrust Bank NA | 7,648 | $2.39M | 0.21% | −1,503−16.4% | Reduced |
| Journey Strategic Wealth LLC | 7,641 | $2.38M | 0.08% | +1,615+26.8% | Added |
| SCS Capital Management LLC | 7,570 | $2.36M | 0.03% | +2,961+64.2% | Added |
| Itau Unibanco Holding S.A. | 7,555 | $2.36M | 0.09% | +7,555 | New |
| Shayne & Co., LLC | 7,550 | $2.36M | 0.78% | −90−1.2% | Reduced |
| Victrix Investment Advisors | 7,548 | $2.35M | 1.04% | +1,973+35.4% | Added |
| Skopos Labs, Inc. | 7,542 | $2.35M | 0.31% | +766+11.3% | Added |
| Modern Wealth Management, LLC | 7,542 | $2.35M | 0.06% | +546+7.8% | Added |
| Fosun International Ltd | 7,537 | $2.35M | 0.74% | +2,380+46.2% | Added |
| Udine Wealth Management, Inc. | 7,529 | $2.35M | 1.41% | +7,529 | New |
| Te Ahumairangi Investment Management Ltd | 7,505 | $2.34M | 0.42% | +929+14.1% | Added |
| Capital Investment Advisory Services, LLC | 7,469 | $2.33M | 0.19% | +2,990+66.8% | Added |
| TFG Advisers LLC | 7,461 | $2.33M | 0.80% | −277−3.6% | Reduced |
| Game Creek Capital, LP | 7,450 | $2.32M | 1.19% | +7,450 | New |
| Signet Investment Advisory Group, Inc. | 7,448 | $2.32M | 1.19% | +165+2.3% | Added |
| Ulland Investment Advisors, LLC | 7,441 | $2.32M | 1.77% | −1,915−20.5% | Reduced |
| Wellington Shields Capital Management, LLC | 7,434 | $2.32M | 0.39% | −8,422−53.1% | Reduced |
| Studio Investment Management LLC | 7,427 | $2.32M | 0.47% | +165+2.3% | Added |
| Viawealth, LLC | 7,417 | $2.31M | 1.37% | −582−7.3% | Reduced |
| Peak Financial Advisors LLC | 7,368 | $2.30M | 1.18% | +7,368 | New |
| Ted Buchan & Co | 7,354 | $2.29M | 0.91% | +1,454+24.6% | Added |
| Forum Financial Management, LP | 7,336 | $2.29M | 0.03% | −1,312−15.2% | Reduced |
| Ahl Investment Management, Inc. | 7,312 | $2.28M | 1.52% | +3,917+115.4% | Added |
| MPS Loria Financial Planners, LLC | 7,292 | $2.27M | 0.67% | +36+0.5% | Added |