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 |
|---|---|---|---|---|---|
| Howard Capital Management Inc. | 7,284 | $2.27M | 0.03% | +418+6.1% | Added |
| Gryphon Financial Partners LLC | 7,281 | $2.27M | 0.30% | +700+10.6% | Added |
| JB Capital LLC | 7,271 | $2.27M | 0.11% | +5,934+443.8% | Added |
| Optimum Investment Advisors | 7,258 | $2.26M | 0.98% | −24−0.3% | Reduced |
| Oakworth Capital, Inc. | 7,249 | $2.26M | 0.15% | +2,699+59.3% | Added |
| Raab & Moskowitz Asset Management LLC | 7,232 | $2.26M | 0.54% | −224−3.0% | Reduced |
| SlateStone Wealth, LLC | 7,228 | $2.25M | 0.21% | −519−6.7% | Reduced |
| Brown Miller Wealth Management, LLC | 7,228 | $2.25M | 0.70% | +648+9.8% | Added |
| Beech Hill Advisors, Inc. | 7,227 | $2.25M | 1.01% | +7,227 | New |
| Pathway Financial Advisers, LLC | 7,221 | $2.25M | 0.73% | +457+6.8% | Added |
| Savvy Advisors, Inc. | 7,212 | $2.25M | 0.15% | +2,221+44.5% | Added |
| Pinnacle West Asset Management, Inc. | 7,210 | $2.25M | 1.55% | +95+1.3% | Added |
| Simon Quick Advisors, LLC | 7,190 | $2.24M | 0.11% | +809+12.7% | Added |
| TD Private Client Wealth LLC | 7,186 | $2.24M | 0.06% | −5,214−42.0% | Reduced |
| Spears Abacus Advisors LLC | 7,163 | $2.23M | 0.05% | −254−3.4% | Reduced |
| R.H. Investment Group, LLC | 7,149 | $2.23M | 2.04% | +30+0.4% | Added |
| Arlington Partners LLC | 7,144 | $2.23M | 0.82% | +7,144 | New |
| SageView Advisory Group, LLC | 7,882 | $2.22M | 0.08% | −2,096−21.0% | Reduced |
| Maia Wealth LLC | 7,114 | $2.22M | 0.42% | +3,186+81.1% | Added |
| Atomi Financial Group, Inc. | 7,111 | $2.22M | 0.08% | −161−2.2% | Reduced |
| Accent Capital Management, LLC | 7,110 | $2.22M | 0.99% | +645+10.0% | Added |
| Secured Retirement Advisors, LLC | 7,106 | $2.22M | 1.32% | +4,144+139.9% | Added |
| Confluence Wealth Services, Inc. | 7,101 | $2.22M | 0.12% | −379−5.1% | Reduced |
| Capital Asset Advisory Services LLC | 6,779 | $2.21M | 0.10% | −207−3.0% | Reduced |
| Parkside Financial Bank & Trust | 7,072 | $2.21M | 0.24% | +960+15.7% | Added |
| University of Texas/Texas Am Investment Managment Co | 7,025 | $2.19M | 0.34% | +6,168+719.7% | Added |
| Snider Financial Group | 7,024 | $2.19M | 0.63% | −29−0.4% | Reduced |
| S&T Bank | 7,022 | $2.19M | 0.67% | +186+2.7% | Added |
| Delta Capital Management LLC | 7,005 | $2.19M | 1.22% | 00.0% | Unchanged |
| Condor Capital Management | 6,990 | $2.18M | 0.19% | +12+0.2% | Added |
| SLT Holdings LLC | 6,981 | $2.18M | 1.62% | +153+2.2% | Added |
| KKM Financial LLC | 6,960 | $2.17M | 0.76% | +1,169+20.2% | Added |
| Integrity Alliance, LLC. | 6,948 | $2.17M | 0.12% | −6,447−48.1% | Reduced |
| Symmetry Investments LP | 6,947 | $2.17M | 0.18% | +632+10.0% | Added |
| Kingswood Wealth Advisors, LLC | 6,921 | $2.16M | 0.17% | −1,229−15.1% | Reduced |
| Keel Point, LLC | 6,865 | $2.14M | 0.14% | +725+11.8% | Added |
| Fortis Group Advisors, LLC | 8,562 | $2.14M | 0.39% | +5,729+202.2% | Added |
| Gsa Capital Partners LLP | 6,839 | $2.13M | 0.15% | +3,712+118.7% | Added |
| Easterly Investment Partners LLC | 6,837 | $2.13M | 0.15% | +6,837 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 6,836 | $2.13M | 0.70% | +2,540+59.1% | Added |
| Dohj, LLC | 4,978 | $2.13M | 0.62% | −58−1.2% | Reduced |
| TownSquare Capital, LLC | 6,823 | $2.13M | 0.21% | −59,543−89.7% | Reduced |
| Constant Guidance Financial LLC | 6,818 | $2.13M | 2.14% | +6,818 | New |
| Valmark Advisers, Inc. | 6,816 | $2.13M | 0.03% | −429−5.9% | Reduced |
| Fidelis Capital Partners, LLC | 8,640 | $2.12M | 0.19% | −829−8.8% | Reduced |
| Smith, Salley & Associates | 6,794 | $2.12M | 0.12% | +3,394+99.8% | Added |
| IMS Capital Management | 6,762 | $2.11M | 0.99% | +3,145+87.0% | Added |
| NBW Capital LLC | 6,761 | $2.11M | 0.46% | −37−0.5% | Reduced |
| Arete Wealth Advisors, LLC | 6,751 | $2.11M | 0.15% | −46−0.7% | Reduced |
| Larson Financial Group LLC | 6,740 | $2.10M | 0.08% | −4,489−40.0% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 6,739 | $2.10M | 0.39% | +366+5.7% | Added |
| Connable Office Inc | 6,739 | $2.10M | 0.21% | −1,417−17.4% | Reduced |
| Greenline Partners, LLC | 6,738 | $2.10M | 0.28% | −30.0% | Reduced |
| CWA Asset Management Group, LLC | 6,726 | $2.10M | 0.09% | −1,792−21.0% | Reduced |
| Columbus Macro, LLC | 6,714 | $2.09M | 0.26% | −427−6.0% | Reduced |
| Constitution Capital LLC | 6,702 | $2.09M | 1.07% | −2,225−24.9% | Reduced |
| LaSalle St. Investment Advisors, LLC | 6,694 | $2.09M | 0.57% | +4,134+161.5% | Added |
| Capital Wealth Planning, LLC | 6,681 | $2.08M | 0.02% | −911,587−99.3% | Reduced |
| Opal Wealth Advisors, LLC | 6,680 | $2.08M | 0.58% | +2,337+53.8% | Added |
| Moors & Cabot, Inc. | 6,629 | $2.07M | 0.10% | −1,139−14.7% | Reduced |
| Janney Capital Management LLC | 6,623 | $2.07M | 0.13% | −13,414−66.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 6,622 | $2.07M | 0.06% | −35,560−84.3% | Reduced |
| Interchange Capital Partners, LLC | 6,611 | $2.06M | 0.48% | +2,190+49.5% | Added |
| Mirabella Financial Services LLP | 6,572 | $2.06M | 0.22% | −103,487−94.0% | Reduced |
| Texas Yale Capital Corp. | 6,587 | $2.05M | 0.07% | +4,070+161.7% | Added |
| Permanens Capital L.P. | 6,537 | $2.04M | 0.28% | +4,044+162.2% | Added |
| Cidel Asset Management Inc | 6,511 | $2.03M | 0.12% | +1,118+20.7% | Added |
| Culbertson A N & Co Inc | 6,498 | $2.03M | 0.31% | −5,306−45.0% | Reduced |
| TFR Capital, LLC. | 6,490 | $2.02M | 0.73% | −160−2.4% | Reduced |
| Pallas Capital Advisors LLC | 6,484 | $2.02M | 0.08% | −16,987−72.4% | Reduced |
| Royal Capital Wealth Management, LLC | 6,451 | $2.01M | 1.34% | +21+0.3% | Added |
| Jessup Wealth Management, Inc | 6,449 | $2.01M | 0.81% | +99+1.6% | Added |
| Private Wealth Asset Management, LLC | 6,445 | $2.01M | 0.27% | −953−12.9% | Reduced |
| Birch Capital Management, LLC | 6,441 | $2.01M | 1.03% | −110−1.7% | Reduced |
| Elefante Mark B | 6,441 | $2.01M | 1.51% | +541+9.2% | Added |
| Landscape Capital Management, L.L.C. | 6,427 | $2.01M | 0.16% | −6,835−51.5% | Reduced |
| Somerset Trust Co | 6,425 | $2.00M | 0.65% | −558−8.0% | Reduced |
| Deltec Asset Management LLC | 6,420 | $2.00M | 0.36% | +6,420 | New |
| Blue Square Asset Management, LLC | 6,419 | $2.00M | 0.94% | +1,228+23.7% | Added |
| Newbridge Financial Services Group, Inc. | 6,399 | $2.00M | 0.32% | +5,641+744.2% | Added |
| Greater Midwest Financial Group, LLC | 6,379 | $1.99M | 1.52% | +1,241+24.2% | Added |
| Venator Management LLC | 6,370 | $1.99M | 0.51% | +6,370 | New |
| Community Bank, N.A. | 6,358 | $1.98M | 0.26% | −600−8.6% | Reduced |
| BCGM Wealth Management, LLC | 6,355 | $1.98M | 0.56% | +2,359+59.0% | Added |
| Brown Financial Advisors | 6,338 | $1.98M | 0.77% | +638+11.2% | Added |
| Claro Advisors LLC | 6,336 | $1.98M | 0.33% | −3,717−37.0% | Reduced |
| Baker Avenue Asset Management, LP | 6,327 | $1.97M | 0.06% | +334+5.6% | Added |
| Impact Capital Partners LLC | 6,309 | $1.97M | 0.65% | −209−3.2% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 6,305 | $1.97M | 1.22% | +2,457+63.9% | Added |
| NBC Securities, Inc. | 6,273 | $1.96M | 0.16% | −1,562−19.9% | Reduced |
| Greenfield Savings Bank | 6,273 | $1.96M | 0.89% | +322+5.4% | Added |
| Second Line Capital, LLC | 6,269 | $1.96M | 0.45% | −133−2.1% | Reduced |
| Sage Mountain Advisors LLC | 6,265 | $1.95M | 0.13% | −58−0.9% | Reduced |
| Sendero Wealth Management, LLC | 6,239 | $1.95M | 0.24% | +2,699+76.2% | Added |
| Marathon Trading Investment Management LLC | 6,223 | $1.94M | 1.16% | +6,223 | New |
| Security National Bank | 6,213 | $1.94M | 0.34% | −11,065−64.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 6,204 | $1.94M | 0.07% | −1,341−17.8% | Reduced |
| SPC Financial, Inc. | 6,194 | $1.93M | 0.16% | −394−6.0% | Reduced |
| Polen Capital Management LLC | 6,174 | $1.93M | 0.01% | −1,031,401−99.4% | Reduced |
| Boston Family Office LLC | 6,168 | $1.92M | 0.13% | +363+6.3% | Added |