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 |
|---|---|---|---|---|---|
| Anb Bank | 3,672 | $1.15M | 0.51% | −903−19.7% | Reduced |
| Signature Estate & Investment Advisors LLC | 3,669 | $1.14M | 0.03% | +8+0.2% | Added |
| Heartland Bank & Trust Co | 3,667 | $1.14M | 0.54% | −100−2.7% | Reduced |
| Goepper Burkhardt LLC | 3,667 | $1.14M | 0.42% | −50−1.3% | Reduced |
| SkyView Investment Advisors, LLC | 3,695 | $1.14M | 0.16% | −26−0.7% | Reduced |
| Prudent Man Advisors, LLC | 3,659 | $1.14M | 0.36% | +932+34.2% | Added |
| Sunbelt Securities, Inc. | 2,255 | $1.14M | 0.10% | +311+16.0% | Added |
| Quent Capital, LLC | 3,645 | $1.14M | 0.11% | −436−10.7% | Reduced |
| Eads & Heald Wealth Management | 3,646 | $1.14M | 0.56% | −1,124−23.6% | Reduced |
| Stokes Family Office, LLC | 3,640 | $1.14M | 0.12% | −142−3.8% | Reduced |
| Cape Ann Savings Bank | 3,639 | $1.14M | 0.68% | −283−7.2% | Reduced |
| Argentarii, LLC | 3,631 | $1.13M | 0.52% | +7+0.2% | Added |
| One Capital Management, LLC | 3,620 | $1.13M | 0.04% | +45+1.3% | Added |
| Trust Point Inc. | 3,620 | $1.13M | 0.11% | +14+0.4% | Added |
| Fiduciary Group LLC | 3,614 | $1.13M | 0.11% | +11+0.3% | Added |
| Spirepoint Private Client, LLC | 3,597 | $1.12M | 0.13% | +4+0.1% | Added |
| Walter & Keenan Financial Consulting Co | 3,594 | $1.12M | 0.33% | −137−3.7% | Reduced |
| DGS Capital Management, LLC | 3,592 | $1.12M | 0.23% | +1,305+57.1% | Added |
| St. Johns Investment Management Company, LLC | 3,592 | $1.12M | 0.51% | +991+38.1% | Added |
| Gen-Wealth Partners Inc | 3,568 | $1.11M | 0.43% | −426−10.7% | Reduced |
| CFS Investment Advisory Services, LLC | 3,566 | $1.11M | 0.09% | +627+21.3% | Added |
| LSV Asset Management | 3,560 | $1.11M | 0.00% | +32+0.9% | Added |
| Legacy Capital Wealth Partners, LLC | 3,561 | $1.11M | 0.25% | +154+4.5% | Added |
| Ellis Investment Partners, LLC | 3,555 | $1.11M | 0.22% | +243+7.3% | Added |
| Sound View Wealth Advisors Group, LLC | 3,555 | $1.11M | 0.08% | −1,151−24.5% | Reduced |
| Relyea Zuckerberg Hanson LLC | 3,554 | $1.11M | 0.13% | −662−15.7% | Reduced |
| Epiq Partners, LLC | 3,550 | $1.11M | 0.56% | +1,550+77.5% | Added |
| Portfolio Design Labs, LLC | 3,541 | $1.10M | 0.22% | −5,478−60.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 3,539 | $1.10M | 0.10% | +799+29.2% | Added |
| US Asset Management LLC | 3,524 | $1.10M | 0.95% | −5−0.1% | Reduced |
| RedJay Asset Management Inc. | 3,500 | $1.09M | 0.26% | −500−12.5% | Reduced |
| Floyd Financial Group LLC | 3,533 | $1.09M | 1.01% | +1,878+113.5% | Added |
| Axq Capital, LP | 3,493 | $1.09M | 0.35% | +2,587+285.5% | Added |
| Stablepoint Partners, LLC | 3,488 | $1.09M | 0.19% | −736−17.4% | Reduced |
| Gilliland Jeter Wealth Management LLC | 3,476 | $1.08M | 0.35% | −468−11.9% | Reduced |
| Evernest Financial Advisors, LLC | 3,474 | $1.08M | 0.35% | −31−0.9% | Reduced |
| Canopy Partners, LLC | 3,469 | $1.08M | 0.40% | −1,567−31.1% | Reduced |
| Avaii Wealth Management, LLC | 3,466 | $1.08M | 0.48% | +2,822+438.2% | Added |
| Lazari Capital Management, Inc. | 3,464 | $1.08M | 0.41% | +2,532+271.7% | Added |
| Souders Financial Advisors | 3,464 | $1.08M | 0.14% | −3,249−48.4% | Reduced |
| James J. Burns & Company, LLC | 3,460 | $1.08M | 0.18% | +41+1.2% | Added |
| Barings LLC | 3,448 | $1.08M | 0.03% | −1,807−34.4% | Reduced |
| GTS Securities LLC | 3,440 | $1.07M | 0.05% | −1,618−32.0% | Reduced |
| Grove Bank & Trust | 3,437 | $1.07M | 0.13% | −2,775−44.7% | Reduced |
| Financial Advisors Network, Inc. | 3,434 | $1.07M | 0.16% | −28−0.8% | Reduced |
| Revolve Wealth Partners, LLC | 3,431 | $1.07M | 0.14% | −403−10.5% | Reduced |
| Emprise Bank | 3,422 | $1.07M | 0.51% | −6−0.2% | Reduced |
| Westbourne Investment Advisors, Inc. | 3,403 | $1.06M | 0.32% | +318+10.3% | Added |
| Defined Wealth Management, LLC | 3,369 | $1.05M | 0.65% | +67+2.0% | Added |
| Horizon Investment Services, LLC | 3,365 | $1.05M | 0.46% | −148−4.2% | Reduced |
| Welch & Forbes LLC | 3,362 | $1.05M | 0.01% | −200−5.6% | Reduced |
| Aspiriant, LLC | 3,361 | $1.05M | 0.03% | −856−20.3% | Reduced |
| Transcend Wealth Collective, LLC | 3,351 | $1.05M | 0.08% | −514−13.3% | Reduced |
| Buckley Wealth Management, LLC | 3,348 | $1.04M | 0.31% | −31−0.9% | Reduced |
| Advisors Preferred, LLC | 3,200 | $1.04M | 0.17% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 3,474 | $1.04M | 0.37% | −1,232−26.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,334 | $1.04M | 0.07% | −931−21.8% | Reduced |
| Ascent Wealth Partners, LLC | 3,318 | $1.04M | 0.13% | −2,657−44.5% | Reduced |
| Sym Financial Corp | 3,315 | $1.03M | 0.12% | +157+5.0% | Added |
| Ilex Capital Partners (UK) LLP | 3,315 | $1.03M | 0.03% | +3,315 | New |
| Townsend & Associates, Inc | 3,679 | $1.03M | 0.10% | −41−1.1% | Reduced |
| SkyOak Wealth, LLC | 3,307 | $1.03M | 0.21% | −94−2.8% | Reduced |
| ICW Investment Advisors LLC | 3,306 | $1.03M | 0.41% | +255+8.4% | Added |
| RBA Wealth Management, LLC | 3,302 | $1.03M | 0.38% | −664−16.7% | Reduced |
| Courage Capital Management LLC | 3,300 | $1.03M | 1.52% | +3,300 | New |
| CSU Producer Resources, Inc. | 3,300 | $1.03M | 3.21% | 00.0% | Unchanged |
| Enclave Advisors LLC | 3,299 | $1.03M | 0.17% | +171+5.5% | Added |
| Ellevest, Inc. | 3,296 | $1.03M | 0.16% | −43−1.3% | Reduced |
| Park Place Capital Corp | 3,152 | $1.03M | 0.23% | −2,672−45.9% | Reduced |
| Keudell/Morrison Wealth Management | 3,289 | $1.03M | 0.23% | +532+19.3% | Added |
| Grimes & Company, Inc. | 3,285 | $1.02M | 0.03% | −19,720−85.7% | Reduced |
| Hilltop Partners LLC | 3,281 | $1.02M | 0.31% | −999−23.3% | Reduced |
| Legacy Financial Advisors, Inc. | 3,273 | $1.02M | 0.16% | −2,403−42.3% | Reduced |
| ZWJ Investment Counsel Inc | 3,270 | $1.02M | 0.04% | +59+1.8% | Added |
| Laurion Capital Management LP | 3,264 | $1.02M | 0.12% | +2,089+177.8% | Added |
| Modus Advisors, LLC | 3,261 | $1.02M | 0.30% | +572+21.3% | Added |
| Opinicus Capital, Inc. | 3,260 | $1.02M | 0.77% | +920+39.3% | Added |
| LM Advisors LLC | 3,255 | $1.01M | 0.13% | +238+7.9% | Added |
| Tempus Wealth Planning, LLC | 3,249 | $1.01M | 0.25% | +2,156+197.3% | Added |
| Mainstream Capital Management LLC | 3,235 | $1.01M | 0.73% | +41+1.3% | Added |
| MSH Capital Advisors LLC | 3,232 | $1.01M | 0.29% | +2,307+249.4% | Added |
| Pekin Hardy Strauss, Inc. | 3,231 | $1.01M | 0.11% | +128+4.1% | Added |
| Trust Investment Advisors | 3,220 | $1.00M | 0.61% | −221−6.4% | Reduced |
| Paladin Wealth, LLC | 3,217 | $1.00M | 0.78% | +422+15.1% | Added |
| HHM Wealth Advisors, LLC | 3,211 | $1.00M | 0.12% | +264+9.0% | Added |
| Kirtland Hills Capital Management, LLC | 3,198 | $997.6K | 0.46% | −205−6.0% | Reduced |
| Pettee Investors, Inc. | 3,194 | $996.4K | 0.60% | −3−0.1% | Reduced |
| Evergreen Wealth Management, LLC | 3,188 | $994.4K | 0.56% | +15+0.5% | Added |
| Cobblestone Capital Advisors LLC | 3,180 | $992.1K | 0.05% | −230−6.7% | Reduced |
| KLCM Advisors, Inc. | 3,177 | $991.1K | 0.11% | 00.0% | Unchanged |
| Oak Thistle LLC | 3,162 | $986.4K | 0.15% | +3,162 | New |
| Proficio Capital Partners LLC | 3,160 | $985.8K | 0.06% | −455−12.6% | Reduced |
| MBL Wealth, LLC | 3,160 | $985.7K | 0.09% | +1,028+48.2% | Added |
| Wealth Management Partners, LLC | 3,242 | $984.6K | 0.35% | +1,008+45.1% | Added |
| Colonial River Wealth Management, LLC | 3,277 | $981.5K | 0.42% | +794+32.0% | Added |
| Precedent Wealth Partners, LLC | 3,145 | $981.0K | 0.24% | +775+32.7% | Added |
| Accurate Wealth Management, LLC | 3,261 | $976.7K | 0.15% | −819−20.1% | Reduced |
| David Loasby | 4,088 | $972.0K | 0.08% | −1,146−21.9% | Reduced |
| Aaron Wealth Advisors | 3,114 | $971.5K | 0.10% | −1,661−34.8% | Reduced |
| Congress Park Capital LLC | 3,100 | $967.1K | 0.32% | +1,850+148.0% | Added |