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 |
|---|---|---|---|---|---|
| Keebeck Wealth Management, LLC | 3,097 | $966.3K | 0.13% | −5,598−64.4% | Reduced |
| Regal Investment Advisors LLC | 3,092 | $964.6K | 0.07% | +1,567+102.8% | Added |
| Ar Asset Management Inc | 3,090 | $964.0K | 0.21% | 00.0% | Unchanged |
| EFG Asset Management (Americas) Corp. | 3,089 | $963.8K | 0.18% | −14,199−82.1% | Reduced |
| Safeguard Investment Advisory Group, LLC | 3,083 | $962.0K | 0.24% | +6+0.2% | Added |
| Clear Street Markets LLC | 3,074 | $959.0K | 0.34% | +3,074 | New |
| Comprehensive Financial Management LLC | 3,074 | $959.0K | 0.03% | +3,074 | New |
| Prestige Wealth Management Group LLC | 3,071 | $958.2K | 0.20% | −593−16.2% | Reduced |
| Nicholson Wealth Management Group, LLC | 3,071 | $958.1K | 0.59% | +228+8.0% | Added |
| Blume Capital Management, Inc. | 3,068 | $957.1K | 0.20% | +2,777+954.3% | Added |
| Arbor Trust Wealth Advisors, LLC | 3,065 | $956.2K | 0.47% | −134−4.2% | Reduced |
| Ingalls & Snyder LLC | 3,057 | $954.0K | 0.03% | −7,239−70.3% | Reduced |
| Herold Advisors, Inc. | 3,055 | $953.1K | 0.20% | −359−10.5% | Reduced |
| LGT Fund Management Co Ltd. | 3,050 | $951.5K | 0.08% | −38,139−92.6% | Reduced |
| Invesco, LLC | 3,049 | $951.2K | 0.35% | −423−12.2% | Reduced |
| MBM Wealth Consultants, LLC | 3,049 | $951.2K | 0.25% | +123+4.2% | Added |
| Moss Adams Wealth Advisors LLC | 3,041 | $948.8K | 0.09% | −1,444−32.2% | Reduced |
| Burford Brothers, Inc. | 3,039 | $948.2K | 0.44% | +29+1.0% | Added |
| Semus Wealth Partners LLC | 3,016 | $941.1K | 0.61% | +540+21.8% | Added |
| Richards, Merrill & Peterson, Inc. | 3,011 | $939.2K | 0.45% | +1,032+52.1% | Added |
| Ironwood Investment Counsel, LLC | 3,001 | $936.4K | 0.14% | +126+4.4% | Added |
| Intact Investment Management Inc. | 3,000 | $935.9K | 0.03% | +800+36.4% | Added |
| Timelo Investment Management Inc. | 3,000 | $935.9K | 3.23% | +3,000 | New |
| Provident Investment Management, Inc. | 2,992 | $933.4K | 0.08% | −84,546−96.6% | Reduced |
| Dean Investment Associates, LLC | 2,985 | $931.2K | 0.14% | +2,985 | New |
| Institute for Wealth Management, LLC. | 2,980 | $929.7K | 0.10% | −43−1.4% | Reduced |
| Cypress Advisory Group LLC | 2,974 | $927.8K | 0.72% | −410−12.1% | Reduced |
| Sender Co & Partners, Inc. | 2,971 | $926.9K | 0.26% | +2,971 | New |
| Twelve Points Wealth Management LLC | 2,963 | $924.5K | 0.25% | +1,005+51.3% | Added |
| Riverpark Capital Management LLC | 2,960 | $923.4K | 1.50% | +243+8.9% | Added |
| Meridian Financial Partners LLC | 2,956 | $922.0K | 0.43% | +67+2.3% | Added |
| Abel Hall, LLC | 2,953 | $921.3K | 0.43% | +2,280+338.8% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,949 | $920.1K | 0.06% | −1,153−28.1% | Reduced |
| Archer Investment Corp | 2,949 | $920.1K | 0.22% | +83+2.9% | Added |
| Independent Investors Inc | 2,945 | $918.8K | 0.20% | −65−2.2% | Reduced |
| Tolleson Wealth Management, Inc. | 2,942 | $917.8K | 0.16% | 00.0% | Unchanged |
| Laraway Financial Inc | 2,933 | $915.1K | 0.69% | −218−6.9% | Reduced |
| E&G Advisors, LP | 2,933 | $915.0K | 0.24% | +5+0.2% | Added |
| Trueblood Wealth Management, LLC | 2,931 | $914.4K | 0.38% | −1,482−33.6% | Reduced |
| Meritage Portfolio Management | 2,926 | $912.8K | 0.06% | −13−0.4% | Reduced |
| Bank of Jackson Hole Trust | 2,922 | $911.6K | 0.52% | +137+4.9% | Added |
| Financial Advisory Service, Inc. | 2,915 | $909.5K | 0.07% | −4,234−59.2% | Reduced |
| Prelude Capital Management, LLC | 2,906 | $906.6K | 0.09% | −551−15.9% | Reduced |
| Syverson Strege & Co | 2,905 | $906.4K | 0.21% | +2,019+227.9% | Added |
| Glen Eagle Advisors, LLC | 2,902 | $905.5K | 0.14% | −521−15.2% | Reduced |
| Nilsine Partners, LLC | 2,895 | $903.2K | 0.09% | −3,271−53.0% | Reduced |
| Rede Wealth, LLC | 2,892 | $902.3K | 0.33% | −292−9.2% | Reduced |
| Patton Albertson Miller Group, LLC | 2,890 | $901.6K | 0.12% | +45+1.6% | Added |
| SNS Financial Group, LLC | 2,873 | $896.3K | 0.09% | −71−2.4% | Reduced |
| Allred Capital Management, LLC | 2,865 | $894.0K | 0.33% | −62−2.1% | Reduced |
| CRA Financial Services, LLC | 2,863 | $893.2K | 0.14% | −20−0.7% | Reduced |
| Wilkins Investment Counsel Inc | 2,860 | $892.2K | 0.13% | +2,860 | New |
| BKD Wealth Advisors, LLC | 2,845 | $887.6K | 0.02% | −475−14.3% | Reduced |
| Vectors Research Management, LLC | 2,831 | $883.2K | 0.30% | −25−0.9% | Reduced |
| Hunter Associates Investment Management LLC | 2,832 | $883.0K | 0.13% | 00.0% | Unchanged |
| Braun Stacey Associates Inc | 2,830 | $882.9K | 0.03% | −37,554−93.0% | Reduced |
| Richard P Slaughter Associates Inc | 2,824 | $881.0K | 0.18% | +762+37.0% | Added |
| Sunpointe, LLC | 2,822 | $880.4K | 0.35% | −91−3.1% | Reduced |
| Drucker Wealth 3.0, LLC | 2,906 | $880.1K | 0.17% | +1,401+93.1% | Added |
| Mechanics Financial Corp | 2,806 | $875.4K | 0.37% | −262−8.5% | Reduced |
| Gamco Investors, Inc. Et Al | 2,806 | $875.4K | 0.01% | +1,983+240.9% | Added |
| RKL Wealth Management LLC | 2,803 | $874.4K | 0.08% | −470−14.4% | Reduced |
| Hartford Funds Management Co LLC | 2,795 | $872.6K | 0.08% | −3,144−52.9% | Reduced |
| Apeiron RIA LLC | 2,790 | $870.4K | 0.22% | −167−5.6% | Reduced |
| Mason & Associates Inc | 2,784 | $868.5K | 0.20% | −364−11.6% | Reduced |
| Secure Asset Management, LLC | 2,776 | $865.9K | 0.16% | −3,322−54.5% | Reduced |
| Lokken Investment Group LLC | 2,768 | $863.6K | 0.33% | +421+17.9% | Added |
| Agate Pass Investment Management, LLC | 2,758 | $860.5K | 0.35% | +1,068+63.2% | Added |
| ROI Financial Advisors, LLC | 2,755 | $859.4K | 0.55% | −1,095−28.4% | Reduced |
| Camden Capital, LLC | 2,752 | $858.5K | 0.08% | +67+2.5% | Added |
| LVM Capital Management Ltd | 2,747 | $857.0K | 0.09% | −11−0.4% | Reduced |
| Bank of Hawaii | 2,746 | $856.7K | 0.05% | +1,309+91.1% | Added |
| American Money Management, LLC | 2,734 | $852.9K | 0.15% | +345+14.4% | Added |
| Creekmur Asset Management LLC | 2,732 | $852.3K | 0.15% | +579+26.9% | Added |
| Garrison Point Advisors, LLC | 2,731 | $852.0K | 0.39% | +110+4.2% | Added |
| Arbor Capital Management Inc | 3,092 | $849.6K | 0.74% | +510+19.8% | Added |
| Financial Security Advisor, Inc. | 2,723 | $849.5K | 0.20% | +182+7.2% | Added |
| Tang Capital Management LLC | 2,721 | $848.8K | 0.04% | −820−23.2% | Reduced |
| KFG Wealth Management, LLC | 2,720 | $848.7K | 0.14% | +603+28.5% | Added |
| Aspen Grove Capital, LLC | 2,720 | $848.6K | 0.14% | +1,608+144.6% | Added |
| Wilson & Boucher Capital Management, LLC | 2,710 | $845.3K | 0.59% | +186+7.4% | Added |
| Paulson Wealth Management Inc. | 2,709 | $845.1K | 0.22% | −418−13.4% | Reduced |
| WBI Investments | 2,709 | $845.1K | 0.22% | +2,105+348.5% | Added |
| Atlanta Consulting Group Advisors, LLC | 2,707 | $844.5K | 0.23% | 00.0% | Unchanged |
| Matauro, LLC | 2,704 | $843.4K | 0.16% | +1,700+169.3% | Added |
| FourThought Financial Partners, LLC | 2,699 | $841.9K | 0.08% | −15,493−85.2% | Reduced |
| BankPlus Trust Department | 2,693 | $840.1K | 0.25% | −287−9.6% | Reduced |
| Oak Hill Wealth Advisors, LLC | 2,730 | $840.1K | 0.17% | +3+0.1% | Added |
| Brand Asset Management Group, Inc. | 2,687 | $838.3K | 0.31% | −67−2.4% | Reduced |
| Stableford Capital II LLC | 2,976 | $836.4K | 0.32% | −1,256−29.7% | Reduced |
| MUFG Securities EMEA plc | 2,681 | $836.4K | 0.04% | −8,318−75.6% | Reduced |
| Copperwynd Financial, LLC | 2,680 | $835.9K | 0.21% | +410+18.1% | Added |
| TLWM | 2,677 | $835.2K | 0.16% | −59−2.2% | Reduced |
| Bradyco, Inc. | 2,673 | $833.9K | 0.61% | 00.0% | Unchanged |
| XML Financial, LLC | 2,667 | $831.9K | 0.07% | −228−7.9% | Reduced |
| Morris Retirement Advisors, LLC | 2,665 | $831.4K | 0.39% | −456−14.6% | Reduced |
| BancorpSouth Bank | 2,647 | $825.8K | 0.05% | +31+1.2% | Added |
| Beacon Financial Group | 2,646 | $825.6K | 0.09% | +55+2.1% | Added |
| Redwood Investment Management, LLC | 2,645 | $825.0K | 0.09% | −762−22.4% | Reduced |
| Todd Asset Management LLC | 2,641 | $823.9K | 0.02% | −43,976−94.3% | Reduced |