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 |
|---|---|---|---|---|---|
| Orrstown Financial Services Inc | 4,346 | $1.36M | 0.29% | −49−1.1% | Reduced |
| Avantax Planning Partners, Inc. | 4,329 | $1.35M | 0.04% | +652+17.7% | Added |
| Silvant Capital Management LLC | 4,326 | $1.35M | 0.05% | −57,116−93.0% | Reduced |
| Means Investment Co., Inc. | 4,321 | $1.35M | 0.13% | −1,995−31.6% | Reduced |
| Chicago Partners Investment Group LLC | 4,606 | $1.35M | 0.04% | +962+26.4% | Added |
| Delta Financial Advisors LLC | 4,316 | $1.35M | 0.47% | +577+15.4% | Added |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $1.34M | 0.38% | +1,300+43.3% | Added |
| Voya Financial Advisors, Inc. | 4,334 | $1.34M | 0.14% | +109+2.6% | Added |
| DF Dent & Co Inc | 4,294 | $1.34M | 0.02% | −2,099−32.8% | Reduced |
| Frisch Financial Group, Inc. | 4,284 | $1.34M | 0.33% | +159+3.9% | Added |
| Ameritas Advisory Services, LLC | 4,282 | $1.34M | 0.07% | −4,831−53.0% | Reduced |
| Solidarilty Wealth, LLC | 4,278 | $1.33M | 0.31% | −2,712−38.8% | Reduced |
| Courier Capital LLC | 4,272 | $1.33M | 0.08% | −48−1.1% | Reduced |
| West Family Investments, Inc. | 4,269 | $1.33M | 0.35% | +445+11.6% | Added |
| LMCG Investments, LLC | 4,267 | $1.33M | 0.08% | −34,441−89.0% | Reduced |
| North Dallas Bank & Trust Co | 4,261 | $1.33M | 1.01% | +4,261 | New |
| Inscription Capital, LLC | 4,258 | $1.33M | 0.19% | −1,829−30.0% | Reduced |
| Duncan Williams Asset Management, LLC | 4,246 | $1.32M | 0.42% | +1,324+45.3% | Added |
| Triumph Capital Management | 4,245 | $1.32M | 0.40% | +4,245 | New |
| Van Cleef Asset Management,Inc | 4,214 | $1.31M | 0.14% | −317−7.0% | Reduced |
| Retirement Planning Co of New England, Inc. | 4,210 | $1.31M | 0.58% | +3,619+612.4% | Added |
| Inkwell Capital LLC | 4,209 | $1.31M | 1.41% | −28−0.7% | Reduced |
| Avestar Capital, LLC | 4,206 | $1.31M | 0.10% | −2,992−41.6% | Reduced |
| Sterling Investment Management, Inc. | 4,193 | $1.31M | 0.87% | −18−0.4% | Reduced |
| Cooper Financial Group | 4,189 | $1.31M | 0.15% | −682−14.0% | Reduced |
| MeadowBrook Investment Advisors LLC | 4,187 | $1.31M | 1.21% | −20−0.5% | Reduced |
| Exchange Traded Concepts, LLC | 4,184 | $1.31M | 0.02% | +1,357+48.0% | Added |
| Stance Capital LLC | 4,156 | $1.30M | 0.49% | +4,156 | New |
| Chiron Capital Management, LLC | 4,140 | $1.29M | 1.12% | +3,727+902.4% | Added |
| GW&K Investment Management, LLC | 4,133 | $1.29M | 0.01% | −37,614−90.1% | Reduced |
| Nwam LLC | 5,125 | $1.29M | 0.07% | +759+17.4% | Added |
| Personal Cfo Solutions, LLC | 4,129 | $1.29M | 0.24% | −254−5.8% | Reduced |
| RiverPark Advisors, LLC | 4,120 | $1.29M | 0.79% | −2,831−40.7% | Reduced |
| Continuum Advisory, LLC | 4,113 | $1.28M | 0.15% | +518+14.4% | Added |
| Sentry Investment Management LLC | 4,170 | $1.28M | 0.71% | +1,157+38.4% | Added |
| Archford Capital Strategies, LLC | 4,107 | $1.28M | 0.16% | −10,457−71.8% | Reduced |
| Amplius Wealth Advisors, LLC | 4,104 | $1.28M | 0.12% | +3,029+281.8% | Added |
| Catalyst Financial Partners LLC | 4,094 | $1.28M | 0.14% | −591−12.6% | Reduced |
| Altfest L J & Co Inc | 4,091 | $1.28M | 0.15% | +1,688+70.2% | Added |
| CenterBook Partners LP | 4,084 | $1.27M | 0.07% | +1,604+64.7% | Added |
| Samalin Investment Counsel, LLC | 4,083 | $1.27M | 0.49% | +2,263+124.3% | Added |
| Lawson Kroeker Investment Management Inc | 4,081 | $1.27M | 0.24% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 4,069 | $1.27M | 0.42% | −343−7.8% | Reduced |
| Gables Capital Management Inc. | 4,065 | $1.27M | 0.60% | +2,794+219.8% | Added |
| Wealth Alliance | 4,058 | $1.27M | 0.14% | −1,108−21.4% | Reduced |
| Signal Advisors Wealth, LLC | 4,054 | $1.26M | 0.10% | −7,354−64.5% | Reduced |
| Simplify Asset Management Inc. | 4,051 | $1.26M | 0.08% | −9,376−69.8% | Reduced |
| Silicon Valley Capital Partners | 4,043 | $1.26M | 0.13% | +522+14.8% | Added |
| Alternative Investment Advisors, LLC. | 4,038 | $1.26M | 0.63% | +4,038 | New |
| SWS Partners | 4,035 | $1.26M | 0.34% | +175+4.5% | Added |
| Capital & Planning, LLC | 4,023 | $1.25M | 0.85% | +1,144+39.7% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 4,022 | $1.25M | 0.45% | −357−8.2% | Reduced |
| Westside Investment Management, Inc. | 4,016 | $1.25M | 0.23% | +589+17.2% | Added |
| MONECO Advisors, LLC | 4,020 | $1.25M | 0.12% | −283−6.6% | Reduced |
| First Nebraska Trust Co | 4,014 | $1.25M | 0.12% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 4,005 | $1.25M | 0.45% | +1,842+85.2% | Added |
| Richard W. Paul & Associates, LLC | 4,003 | $1.25M | 0.45% | +1,792+81.0% | Added |
| Ameliora Wealth Management Ltd. | 4,000 | $1.25M | 0.45% | −964−19.4% | Reduced |
| Zuckerman Investment Group, LLC | 3,994 | $1.25M | 0.12% | +1,399+53.9% | Added |
| Zullo Investment Group, Inc. | 3,984 | $1.24M | 0.50% | +620+18.4% | Added |
| MidWestOne Financial Group, Inc. | 3,978 | $1.24M | 0.16% | −95−2.3% | Reduced |
| Cardinal Point Capital Management, ULC | 3,966 | $1.24M | 0.10% | +3,966 | New |
| Diversified Enterprises, LLC | 3,946 | $1.23M | 0.09% | −969−19.7% | Reduced |
| Premier Path Wealth Partners, LLC | 3,924 | $1.22M | 0.17% | −1,295−24.8% | Reduced |
| Mather Group, LLC. | 3,892 | $1.21M | 0.01% | −606−13.5% | Reduced |
| Bank Hapoalim BM | 3,888 | $1.21M | 0.17% | +2,357+154.0% | Added |
| Bigelow Investment Advisors, LLC | 3,876 | $1.21M | 0.53% | −379−8.9% | Reduced |
| First National Advisers, LLC | 3,872 | $1.21M | 0.18% | −449−10.4% | Reduced |
| Central Valley Advisors, LLC | 3,866 | $1.21M | 0.41% | −102−2.6% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 3,860 | $1.20M | 0.78% | −45−1.2% | Reduced |
| Beaumont Financial Advisors, LLC | 3,858 | $1.20M | 0.09% | −173−4.3% | Reduced |
| Wrapmanager Inc | 3,852 | $1.20M | 0.29% | −819−17.5% | Reduced |
| Parsons Capital Management Inc | 3,845 | $1.20M | 0.07% | +22+0.6% | Added |
| Quadcap Wealth Management, LLC | 3,829 | $1.19M | 0.15% | −412−9.7% | Reduced |
| IAM Advisory, LLC | 3,824 | $1.19M | 0.29% | +145+3.9% | Added |
| Central Pacific Bank - Trust Division | 3,822 | $1.19M | 0.15% | +142+3.9% | Added |
| Summit Financial Wealth Advisors, LLC | 3,820 | $1.19M | 0.21% | +1,359+55.2% | Added |
| Elk River Wealth Management, LLC | 3,804 | $1.19M | 0.20% | −13,158−77.6% | Reduced |
| Fiduciary Family Office, LLC | 3,804 | $1.19M | 0.39% | −1,007−20.9% | Reduced |
| Mizuho Markets Cayman LP | 3,801 | $1.19M | 0.09% | +3,801 | New |
| Graham Capital Management, L.P. | 3,800 | $1.19M | 0.04% | +3,800 | New |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 3,800 | $1.19M | 0.62% | +3,600+1,800.0% | Added |
| Baldwin Investment Management, LLC | 3,789 | $1.18M | 0.14% | +1,200+46.3% | Added |
| Wallace Advisory Group, LLC | 2,254 | $1.18M | 0.86% | +2+0.1% | Added |
| BlueStem Wealth Partners, LLC | 3,762 | $1.17M | 0.14% | +234+6.6% | Added |
| Bell Bank | 3,754 | $1.17M | 0.05% | +641+20.6% | Added |
| L.M. Kohn & Company | 3,744 | $1.17M | 0.31% | −4−0.1% | Reduced |
| King Wealth | 3,741 | $1.17M | 0.16% | −26,307−87.5% | Reduced |
| McDonald Partners LLC | 3,698 | $1.17M | 0.28% | +787+27.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 3,737 | $1.17M | 0.01% | +2,926+360.8% | Added |
| Bridgewater Advisors Inc. | 4,457 | $1.16M | 0.09% | −173−3.7% | Reduced |
| Ellenbecker Investment Group | 3,724 | $1.16M | 0.19% | −556−13.0% | Reduced |
| Tilia Fiduciary Partners, Inc. | 3,723 | $1.16M | 0.71% | −230−5.8% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 3,710 | $1.16M | 1.05% | +348+10.4% | Added |
| Key Financial Inc | 3,708 | $1.16M | 0.23% | −184−4.7% | Reduced |
| Prosperity Wealth Management, Inc. | 3,701 | $1.15M | 0.43% | +3,701 | New |
| Americana Partners, LLC | 3,689 | $1.15M | 0.04% | −19,941−84.4% | Reduced |
| Lincoln Capital Corp | 3,686 | $1.15M | 0.44% | −5,605−60.3% | Reduced |
| Optas, LLC | 3,682 | $1.15M | 0.22% | −144−3.8% | Reduced |
| Advyzon Investment Management, LLC | 3,676 | $1.15M | 0.25% | +1,450+65.1% | Added |