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 |
|---|---|---|---|---|---|
| Banco de Sabadell, S.A | 6,172 | $1.92M | 1.33% | −1,295−17.3% | Reduced |
| Tema ETFs LLC | 6,132 | $1.91M | 0.51% | −855−12.2% | Reduced |
| Pictet North America Advisors SA | 6,130 | $1.91M | 0.19% | −12,550−67.2% | Reduced |
| Triglav Skladi, D.O.O. | 6,126 | $1.91M | 0.14% | −33,422−84.5% | Reduced |
| Lineweaver Wealth Advisors, LLC | 6,109 | $1.91M | 0.30% | +1,100+22.0% | Added |
| Stonebrook Private Inc. | 6,003 | $1.89M | 0.44% | −331−5.2% | Reduced |
| Jacobi Capital Management LLC | 6,049 | $1.89M | 0.13% | +1,924+46.6% | Added |
| Fagan Associates, Inc. | 6,016 | $1.88M | 0.29% | −10.0% | Reduced |
| Viking Fund Management LLC | 6,000 | $1.87M | 0.26% | +2,000+50.0% | Added |
| Dover Advisors, LLC | 5,999 | $1.87M | 0.82% | +37+0.6% | Added |
| Private Trust Co NA | 5,998 | $1.87M | 0.18% | −1,769−22.8% | Reduced |
| Wealth Architects, LLC | 5,987 | $1.87M | 0.19% | +205+3.5% | Added |
| Saxon Interests, Inc. | 3,566 | $1.87M | 0.87% | 00.0% | Unchanged |
| Summit Global Investments | 5,986 | $1.87M | 0.11% | −488−7.5% | Reduced |
| Thoroughbred Financial Services, LLC | 5,968 | $1.86M | 0.13% | −4,247−41.6% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 5,959 | $1.86M | 0.52% | +197+3.4% | Added |
| Legato Capital Management LLC | 5,959 | $1.86M | 0.22% | +3,938+194.9% | Added |
| Hartford Financial Management Inc. | 5,942 | $1.85M | 0.51% | +1,375+30.1% | Added |
| Matrix Trust Co | 5,937 | $1.85M | 0.29% | +2,246+60.9% | Added |
| Hardy Reed LLC | 5,933 | $1.85M | 0.15% | +1,745+41.7% | Added |
| Gifford Fong Associates | 5,918 | $1.85M | 0.43% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 5,901 | $1.84M | 0.11% | −21,426−78.4% | Reduced |
| Stevens Capital Management LP | 5,886 | $1.84M | 0.50% | −876−13.0% | Reduced |
| Affiance Financial, LLC | 5,864 | $1.83M | 0.37% | +26+0.4% | Added |
| Glassy Mountain Advisors, Inc. | 5,860 | $1.83M | 0.59% | −3,336−36.3% | Reduced |
| Bay Rivers Group | 5,839 | $1.82M | 0.83% | −450−7.2% | Reduced |
| Qsemble Capital Management, LP | 5,837 | $1.82M | 0.17% | +5,003+599.9% | Added |
| Sowell Financial Services LLC | 5,819 | $1.82M | 0.07% | −5,661−49.3% | Reduced |
| Counterweight Ventures, LLC | 5,810 | $1.81M | 1.18% | +148+2.6% | Added |
| Joel Isaacson & Co., LLC | 5,804 | $1.81M | 0.07% | −737−11.3% | Reduced |
| Cherokee Insurance Co | 5,800 | $1.81M | 0.79% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 5,790 | $1.81M | 0.08% | +1,901+48.9% | Added |
| Clarius Group, LLC | 5,775 | $1.80M | 0.11% | −70−1.2% | Reduced |
| Advisor OS, LLC | 5,747 | $1.79M | 0.18% | +1,393+32.0% | Added |
| Sepio Capital, LP | 5,734 | $1.79M | 0.13% | +46+0.8% | Added |
| Belmont Capital, LLC | 5,728 | $1.79M | 0.27% | −2,188−27.6% | Reduced |
| BKM Wealth Management, LLC | 5,726 | $1.79M | 0.70% | +1,296+29.3% | Added |
| Paragon Advisors, LLC | 5,726 | $1.79M | 0.47% | −364−6.0% | Reduced |
| Triangle Securities Wealth Management | 5,722 | $1.79M | 0.44% | +829+16.9% | Added |
| Vision Financial Markets LLC | 5,700 | $1.78M | 1.68% | +5,700 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5,689 | $1.77M | 0.23% | +713+14.3% | Added |
| Osprey Private Wealth LLC | 5,705 | $1.76M | 0.96% | −1,210−17.5% | Reduced |
| China Universal Asset Management Co., Ltd. | 5,622 | $1.75M | 0.17% | −2,041−26.6% | Reduced |
| BOK Financial Private Wealth, Inc. | 5,616 | $1.75M | 0.12% | −503−8.2% | Reduced |
| Sava Infond d.o.o. | 5,600 | $1.75M | 0.27% | −850−13.2% | Reduced |
| Smartleaf Asset Management LLC | 5,633 | $1.74M | 0.15% | −2,959−34.4% | Reduced |
| Strategic Financial Services, Inc, | 5,580 | $1.74M | 0.09% | +120+2.2% | Added |
| Parisi Gray Wealth Management | 5,576 | $1.74M | 0.50% | −534−8.7% | Reduced |
| Van Hulzen Asset Management, LLC | 5,571 | $1.74M | 0.15% | −179−3.1% | Reduced |
| Global Assets Advisory, LLC | 5,325 | $1.74M | 0.68% | +2,126+66.5% | Added |
| Aventura Private Wealth, LLC | 5,553 | $1.73M | 0.75% | +357+6.9% | Added |
| Grant Private Wealth Management Inc | 5,538 | $1.73M | 0.98% | +4,193+311.7% | Added |
| Waterloo Capital, L.P. | 5,529 | $1.72M | 0.14% | −2,196−28.4% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 5,522 | $1.72M | 0.26% | −10,663−65.9% | Reduced |
| LOM Asset Management Ltd | 5,519 | $1.72M | 0.58% | +5,519 | New |
| Advisory Alpha, LLC | 5,486 | $1.71M | 0.05% | +931+20.4% | Added |
| Fairbanks Capital Management, Inc. | 5,458 | $1.70M | 0.97% | +369+7.3% | Added |
| IFG Advisory, LLC | 5,446 | $1.70M | 0.09% | +1,160+27.1% | Added |
| Blueshift Asset Management, LLC | 5,436 | $1.70M | 0.52% | +5,436 | New |
| Trust Co of Toledo NA | 5,426 | $1.69M | 0.19% | −350−6.1% | Reduced |
| Northside Capital Management, LLC | 5,419 | $1.69M | 0.13% | −478−8.1% | Reduced |
| Circle Wealth Management, LLC | 5,418 | $1.69M | 0.04% | +1,236+29.6% | Added |
| High Note Wealth, LLC | 5,415 | $1.69M | 0.39% | −9,426−63.5% | Reduced |
| V-Square Quantitative Management LLC | 5,403 | $1.69M | 0.23% | −73−1.3% | Reduced |
| Capital Management Associates, Inc | 5,390 | $1.68M | 0.53% | +5,390 | New |
| Elmwood Wealth Management, Inc. | 5,388 | $1.68M | 0.67% | −40−0.7% | Reduced |
| Magnolia Capital Advisors LLC | 5,374 | $1.68M | 0.42% | +560+11.6% | Added |
| First Horizon Advisors, Inc. | 5,372 | $1.68M | 0.04% | −1,117−17.2% | Reduced |
| Brady Family Wealth, LLC | 5,360 | $1.67M | 0.52% | −1,043−16.3% | Reduced |
| Guardian Wealth Advisors, LLC | 5,347 | $1.67M | 0.12% | −2,117−28.4% | Reduced |
| Piscataqua Savings Bank | 5,344 | $1.67M | 1.39% | −333−5.9% | Reduced |
| Cetera Trust Company, N.A | 5,325 | $1.66M | 0.99% | −190−3.4% | Reduced |
| Sapient Capital LLC | 5,322 | $1.66M | 0.03% | −169,549−97.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 5,312 | $1.66M | 0.19% | +1,583+42.5% | Added |
| Coastal Bridge Advisors, LLC | 5,303 | $1.65M | 0.14% | −764−12.6% | Reduced |
| KPP Advisory Services LLC | 5,300 | $1.65M | 0.27% | +1,458+37.9% | Added |
| RF&L Wealth Management, LLC | 5,300 | $1.65M | 1.07% | +3,000+130.4% | Added |
| Audent Global Asset Management, LLC | 5,300 | $1.65M | 1.19% | +5,300 | New |
| PDS Planning, Inc | 5,285 | $1.65M | 0.12% | +480+10.0% | Added |
| Strategic Wealth Partners, Ltd. | 5,280 | $1.65M | 0.13% | +5,280 | New |
| Harbour Investment Management LLC | 5,276 | $1.65M | 0.71% | −40−0.8% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 5,262 | $1.64M | 0.18% | +5,262 | New |
| Mayflower Financial Advisors, LLC | 5,259 | $1.64M | 0.23% | +1,184+29.1% | Added |
| Almanack Investment Partners, LLC. | 5,251 | $1.64M | 0.26% | +5,251 | New |
| Concentric Capital Strategies, LP | 5,236 | $1.63M | 0.09% | +5,236 | New |
| Green Harvest Asset Management LLC | 5,232 | $1.63M | 0.03% | −368−6.6% | Reduced |
| Cito Capital Group, LLC | 5,231 | $1.63M | 0.57% | +1,925+58.2% | Added |
| Harvey Investment Co LLC | 5,226 | $1.63M | 0.18% | +380+7.8% | Added |
| Vista Investment Management | 5,224 | $1.63M | 0.60% | +1,168+28.8% | Added |
| GLOBALT Investments LLC | 5,202 | $1.62M | 0.06% | −13,455−72.1% | Reduced |
| Paragon Capital Management LLC | 5,195 | $1.62M | 0.83% | +5,195 | New |
| ExodusPoint Capital Management, LP | 5,190 | $1.62M | 0.02% | +5,190 | New |
| Prescott Group Capital Management, L.L.C. | 5,175 | $1.61M | 0.19% | +4,075+370.5% | Added |
| Berry Wealth Group, LP | 5,155 | $1.61M | 1.13% | −470−8.4% | Reduced |
| Boomfish Wealth Group, LLC | 5,154 | $1.61M | 0.93% | +23+0.4% | Added |
| Bowman & Co S.C. | 5,133 | $1.61M | 0.72% | +567+12.4% | Added |
| GKV Capital Management Co., Inc. | 5,150 | $1.61M | 0.71% | +1,040+25.3% | Added |
| Pacific Point Advisors, LLC | 5,145 | $1.61M | 0.87% | +1,187+30.0% | Added |
| Concord Wealth Partners | 5,137 | $1.60M | 0.23% | −313−5.7% | Reduced |
| Concord Asset Management, LLC | 5,137 | $1.60M | 0.24% | +20.0% | Added |