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 |
|---|---|---|---|---|---|
| Tyche Wealth Partners LLC | 5,127 | $1.60M | 0.32% | +394+8.3% | Added |
| Scott & Selber, Inc. | 5,123 | $1.60M | 0.45% | −2,964−36.7% | Reduced |
| Graypoint LLC | 5,115 | $1.60M | 0.09% | −2,590−33.6% | Reduced |
| Mystic Asset Management, Inc. | 5,114 | $1.60M | 0.39% | +3,664+252.7% | Added |
| Mendel Money Management | 5,105 | $1.59M | 0.71% | +1,881+58.3% | Added |
| Paralel Advisors LLC | 5,102 | $1.59M | 0.06% | +23+0.5% | Added |
| Rossmore Private Capital | 5,101 | $1.59M | 0.19% | −712−12.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,098 | $1.59M | 0.22% | +1,505+41.9% | Added |
| Peak Asset Management, LLC | 5,094 | $1.59M | 0.29% | +3,053+149.6% | Added |
| FNY Investment Advisers, LLC | 5,089 | $1.59M | 0.67% | +5,089 | New |
| Siren, L.L.C. | 5,076 | $1.58M | 0.08% | +5,076 | New |
| Arrow Financial Corp | 5,048 | $1.57M | 0.17% | +722+16.7% | Added |
| Sheets Smith Wealth Management | 5,041 | $1.57M | 0.18% | +97+2.0% | Added |
| Manchester Capital Management LLC | 5,036 | $1.57M | 0.21% | −638−11.2% | Reduced |
| Abc Arbitrage SA | 5,026 | $1.57M | 0.18% | +5,026 | New |
| IMA Wealth, Inc. | 5,024 | $1.57M | 0.17% | +1,252+33.2% | Added |
| Chilton Capital Management LLC | 5,011 | $1.56M | 0.06% | −66,744−93.0% | Reduced |
| Waycross Partners, LLC | 5,000 | $1.56M | 0.15% | −28,795−85.2% | Reduced |
| Advanced Portfolio Management, LLC | 5,000 | $1.56M | 4.36% | +5,000 | New |
| Flavin Financial Services, Inc. | 4,981 | $1.55M | 1.51% | +181+3.8% | Added |
| Wealth Alliance Advisory Group, LLC | 4,970 | $1.55M | 0.30% | +239+5.1% | Added |
| Woodard & Co Asset Management Group Inc | 4,967 | $1.55M | 0.28% | +4,967 | New |
| AlphaCore Capital LLC | 4,966 | $1.55M | 0.06% | +99+2.0% | Added |
| Daymark Wealth Partners, LLC | 4,959 | $1.55M | 0.06% | −642−11.5% | Reduced |
| Smithfield Trust Co | 4,956 | $1.54M | 0.07% | −479−8.8% | Reduced |
| Applied Capital LLC | 4,928 | $1.54M | 1.14% | +438+9.8% | Added |
| Tealwood Asset Management Inc | 4,924 | $1.54M | 0.68% | −119−2.4% | Reduced |
| Moser Wealth Advisors, LLC | 4,915 | $1.53M | 0.74% | +25+0.5% | Added |
| Cordatus Wealth Management LLC | 4,907 | $1.53M | 0.38% | −5,799−54.2% | Reduced |
| Sentinel Trust Co Lba | 4,885 | $1.52M | 0.17% | −813−14.3% | Reduced |
| Renasant Bank | 4,885 | $1.52M | 1.02% | −727−13.0% | Reduced |
| Good Life Advisors, LLC | 4,883 | $1.52M | 0.10% | +3,900+396.7% | Added |
| Court Place Advisors, LLC | 4,877 | $1.52M | 0.48% | −5−0.1% | Reduced |
| Foster & Motley Inc | 4,874 | $1.52M | 0.09% | −416−7.9% | Reduced |
| Missouri Trust & Investment Co | 4,873 | $1.52M | 0.50% | +669+15.9% | Added |
| Kesler, Norman & Wride, LLC | 4,862 | $1.52M | 0.27% | −15,298−75.9% | Reduced |
| Eos Management, L.P. | 4,843 | $1.51M | 0.65% | +4,843 | New |
| Heritage Family Offices, LLP | 2,921 | $1.51M | 0.76% | 00.0% | Unchanged |
| Formula Growth Ltd | 4,827 | $1.51M | 0.57% | +4,827 | New |
| Roberts Glore & Co Inc | 4,819 | $1.50M | 0.44% | +4,819 | New |
| Apexium Financial, LP | 4,816 | $1.50M | 0.08% | −219−4.3% | Reduced |
| Rockingstone Advisors LLC | 4,813 | $1.50M | 0.79% | −521−9.8% | Reduced |
| Oarsman Capital, Inc. | 4,804 | $1.50M | 0.24% | −163−3.3% | Reduced |
| Capital Planning Advisors, LLC | 4,772 | $1.49M | 0.22% | −8,568−64.2% | Reduced |
| SilverOak Wealth Management LLC | 4,767 | $1.49M | 0.28% | +279+6.2% | Added |
| Pacific Capital Partners Ltd | 4,750 | $1.48M | 1.39% | −9,000−65.5% | Reduced |
| Magnus Financial Group LLC | 4,749 | $1.48M | 0.13% | −297−5.9% | Reduced |
| Forefront Wealth Management Inc. | 4,741 | $1.48M | 1.19% | +144+3.1% | Added |
| Cozad Asset Management Inc | 4,718 | $1.47M | 0.13% | −19,037−80.1% | Reduced |
| Linden Thomas Advisory Services, LLC | 4,702 | $1.47M | 0.16% | +168+3.7% | Added |
| Stoneridge Investment Partners LLC | 4,699 | $1.47M | 1.10% | +4,699 | New |
| Wealth Effects LLC | 4,688 | $1.46M | 0.55% | +591+14.4% | Added |
| Stratos Wealth Advisors, LLC | 4,687 | $1.46M | 0.08% | +1,573+50.5% | Added |
| Strategic Blueprint, LLC | 4,681 | $1.46M | 0.07% | +745+18.9% | Added |
| Greenup Street Wealth Management LLC | 4,674 | $1.46M | 0.25% | +242+5.5% | Added |
| Schear Investment Advisers, LLC | 4,668 | $1.46M | 0.72% | −37−0.8% | Reduced |
| Platform Technology Partners | 4,655 | $1.45M | 0.38% | +560+13.7% | Added |
| BTG Pactual Asset Management US LLC | 4,640 | $1.45M | 0.19% | +169+3.8% | Added |
| Kathmere Capital Management, LLC | 4,638 | $1.45M | 0.11% | −100−2.1% | Reduced |
| Fielder Capital Group LLC | 4,637 | $1.45M | 0.39% | −187−3.9% | Reduced |
| Alta Advisers Ltd | 4,637 | $1.45M | 0.51% | +80+1.8% | Added |
| Cahill Financial Advisors Inc | 4,624 | $1.44M | 0.18% | +6+0.1% | Added |
| Impact Partnership Wealth, LLC | 4,621 | $1.44M | 0.27% | +2,926+172.6% | Added |
| Integrated Quantitative Investments LLC | 4,619 | $1.44M | 0.42% | +4,619 | New |
| Patten Group, Inc. | 4,613 | $1.44M | 0.30% | −1,015−18.0% | Reduced |
| Radnor Capital Management, LLC | 4,604 | $1.44M | 0.23% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 4,587 | $1.43M | 0.06% | −1,486−24.5% | Reduced |
| RB Capital Management, LLC | 4,584 | $1.43M | 0.32% | −798−14.8% | Reduced |
| Aft, Forsyth & Sober, LLC | 4,575 | $1.43M | 0.48% | 00.0% | Unchanged |
| Monte Financial Group, LLC | 4,570 | $1.43M | 0.55% | +161+3.7% | Added |
| Caitong International Asset Management Co., Ltd | 4,557 | $1.42M | 1.02% | +4,555+227,750.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,557 | $1.42M | 0.19% | +233+5.4% | Added |
| Knollwood Investment Advisory, LLC | 4,555 | $1.42M | 0.14% | 00.0% | Unchanged |
| Hilltop National Bank | 4,551 | $1.42M | 0.37% | +4,551 | New |
| Armis Advisers, LLC | 4,656 | $1.42M | 0.11% | +1,360+41.3% | Added |
| Financial Engines Advisors L.L.C. | 4,536 | $1.42M | 0.00% | +2,138+89.2% | Added |
| Doliver Advisors, LP | 4,533 | $1.41M | 0.39% | +4,533 | New |
| JNBA Financial Advisors | 4,525 | $1.41M | 0.14% | −94−2.0% | Reduced |
| Okabena Investment Services Inc | 4,525 | $1.41M | 0.31% | +21+0.5% | Added |
| Empire Financial Management Company, LLC | 4,523 | $1.41M | 0.41% | −19−0.4% | Reduced |
| Finivi Inc. | 4,514 | $1.41M | 0.95% | −11−0.2% | Reduced |
| Mill Creek Capital Advisors, LLC | 4,510 | $1.41M | 0.03% | +1,647+57.5% | Added |
| Teamwork Financial Advisors, LLC | 4,509 | $1.41M | 0.17% | +3,938+689.7% | Added |
| Chancellor Financial Group WB LP | 4,495 | $1.40M | 1.09% | +206+4.8% | Added |
| OneAscent Financial Services LLC | 4,452 | $1.40M | 0.10% | −253−5.4% | Reduced |
| Cox Capital Mgt LLC | 4,443 | $1.39M | 0.95% | −116−2.5% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 4,437 | $1.38M | 0.29% | +2,258+103.6% | Added |
| Murphy Pohlad Asset Management LLC | 4,425 | $1.38M | 0.58% | +791+21.8% | Added |
| All Terrain Financial Advisors, LLC | 4,420 | $1.38M | 0.50% | +4,420 | New |
| Crestwood Advisors Group LLC | 4,419 | $1.38M | 0.02% | −938−17.5% | Reduced |
| Peterson Wealth Services | 4,418 | $1.38M | 0.38% | +87+2.0% | Added |
| Victory Financial Group, LLC | 4,412 | $1.38M | 0.22% | +3,021+217.2% | Added |
| New Century Financial Group, LLC | 4,410 | $1.38M | 1.61% | +3,195+263.0% | Added |
| Humankind Investments LLC | 4,399 | $1.37M | 0.33% | +1,134+34.7% | Added |
| U S Wealth Group, LLC. | 4,398 | $1.37M | 1.07% | +469+11.9% | Added |
| Oak Asset Management, LLC | 4,384 | $1.37M | 0.49% | −30−0.7% | Reduced |
| Weaver Capital Management LLC | 4,375 | $1.36M | 0.34% | −42−1.0% | Reduced |
| CWC Advisors, LLC. | 4,370 | $1.36M | 0.70% | +1,393+46.8% | Added |
| Richwood Investment Advisors, LLC | 4,365 | $1.36M | 1.12% | −745−14.6% | Reduced |
| Financial Perspectives, Inc | 4,355 | $1.36M | 0.41% | −106−2.4% | Reduced |