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 |
|---|---|---|---|---|---|
| Intrua Financial, LLC | 2,639 | $823.3K | 0.12% | +622+30.8% | Added |
| TigerOak Management, L.L.C. | 2,633 | $821.4K | 0.28% | −1,988−43.0% | Reduced |
| Prentice Wealth Management LLC | 2,630 | $820.4K | 0.22% | +122+4.9% | Added |
| Resonant Capital Advisors, LLC | 2,628 | $819.9K | 0.05% | −367−12.3% | Reduced |
| Ambassador Advisors, LLC | 2,626 | $819.4K | 0.13% | −83−3.1% | Reduced |
| Perennial Investment Advisors, LLC | 2,625 | $818.8K | 0.08% | −134−4.9% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,623 | $818.3K | 0.05% | −2,728−51.0% | Reduced |
| Waterfront Wealth Inc. | 2,621 | $817.7K | 0.18% | −68−2.5% | Reduced |
| Consilium Wealth Advisory, LLC | 2,618 | $816.7K | 0.34% | −2,559−49.4% | Reduced |
| Semanteon Capital Management, LP | 2,607 | $813.3K | 1.23% | +587+29.1% | Added |
| BCJ Capital Management, LLC | 2,602 | $811.7K | 0.05% | −42−1.6% | Reduced |
| Cornerstone Advisory, LLC | 2,600 | $811.1K | 0.09% | −696−21.1% | Reduced |
| Romano Brothers and Company | 2,596 | $809.9K | 0.10% | −1,523−37.0% | Reduced |
| Triad Wealth Partners, LLC | 2,591 | $808.2K | 0.16% | +257+11.0% | Added |
| Gitterman Wealth Management, LLC | 2,586 | $806.8K | 0.19% | +10.0% | Added |
| Sawgrass Asset Management LLC | 2,585 | $806.4K | 0.09% | −18,534−87.8% | Reduced |
| Patron Partners Advisors, LLC | 2,583 | $805.8K | 0.40% | +523+25.4% | Added |
| Focused Wealth Management, Inc | 2,581 | $805.3K | 0.10% | +2,084+419.3% | Added |
| Everett Harris & Co | 2,577 | $803.9K | 0.01% | −76−2.9% | Reduced |
| Verity & Verity, LLC | 2,576 | $803.6K | 0.07% | +367+16.6% | Added |
| Norden Group LLC | 2,571 | $802.2K | 0.09% | −3,453−57.3% | Reduced |
| Abundance Wealth Counselors | 2,572 | $802.0K | 0.15% | +132+5.4% | Added |
| Semmax Financial Advisors Inc. | 3,192 | $800.8K | 0.21% | +384+13.7% | Added |
| Alpha Financial Advisors, LLC | 2,559 | $798.3K | 0.31% | +2,559 | New |
| RiverFront Investment Group, LLC | 2,556 | $797.7K | 0.02% | −30,742−92.3% | Reduced |
| Pictet Bank & Trust Ltd | 2,555 | $797.1K | 0.93% | −1,400−35.4% | Reduced |
| Nicholas Hoffman & Company, LLC. | 2,547 | $794.5K | 0.02% | −377−12.9% | Reduced |
| Main Street Financial Solutions, LLC | 2,546 | $794.3K | 0.06% | −130−4.9% | Reduced |
| Cardiff Park Advisors, LLC | 2,544 | $793.8K | 0.07% | +295+13.1% | Added |
| Mach-1 Financial Group, Inc. | 2,543 | $793.3K | 0.23% | −1,483−36.8% | Reduced |
| Aigen Investment Management, LP | 2,541 | $792.7K | 0.11% | −5,879−69.8% | Reduced |
| Calton & Associates, Inc. | 2,533 | $790.3K | 0.14% | −341−11.9% | Reduced |
| Sierra Summit Advisors LLC | 2,520 | $786.2K | 0.14% | −469−15.7% | Reduced |
| Natural Investments, LLC | 2,514 | $784.0K | 0.20% | +215+9.4% | Added |
| Sompo Asset Management Co., Ltd. | 2,510 | $783.0K | 0.14% | −10−0.4% | Reduced |
| Cromwell Holdings LLC | 2,505 | $781.5K | 0.47% | −260−9.4% | Reduced |
| EdgeRock Capital LLC | 2,474 | $780.2K | 0.25% | +859+53.2% | Added |
| Austin Private Wealth, LLC | 2,501 | $780.1K | 0.06% | −254−9.2% | Reduced |
| Marathon Asset Management LP | 2,500 | $779.9K | 1.86% | +2,500 | New |
| Brookwood Investment Group LLC | 2,493 | $777.7K | 0.13% | −735−22.8% | Reduced |
| California First Leasing Corp | 2,489 | $776.5K | 0.32% | 00.0% | Unchanged |
| Trust Co of the South | 2,489 | $776.5K | 0.14% | +76+3.1% | Added |
| Jamison Private Wealth Management, Inc. | 2,486 | $775.7K | 0.11% | +1,138+84.4% | Added |
| Prairie Wealth Advisors, Inc. | 2,478 | $773.0K | 0.33% | −70−2.7% | Reduced |
| Canandaigua National Bank & Trust Co | 2,477 | $772.8K | 0.07% | −822−24.9% | Reduced |
| Generation Capital Management LLC | 2,471 | $770.9K | 0.61% | +2,471 | New |
| NWF Advisory Services Inc. | 2,468 | $770.1K | 0.09% | +1,861+306.6% | Added |
| Onefund, LLC | 2,458 | $767.0K | 0.55% | −27−1.1% | Reduced |
| Westover Capital Advisors, LLC | 2,457 | $766.5K | 0.15% | −3,944−61.6% | Reduced |
| Cornercap Investment Counsel Inc | 2,457 | $766.5K | 0.40% | +2,457 | New |
| Nabity-Jensen Investment Management Inc | 2,448 | $763.7K | 0.56% | −312−11.3% | Reduced |
| Kingdom Financial Group LLC. | 2,444 | $762.4K | 0.67% | +2,005+456.7% | Added |
| 1776 Wealth LLC | 2,440 | $761.2K | 0.31% | −15−0.6% | Reduced |
| Richardson Financial Services Inc. | 2,333 | $760.8K | 0.51% | −62−2.6% | Reduced |
| Empirical Asset Management, LLC | 2,436 | $760.0K | 0.23% | +1,176+93.3% | Added |
| Kanawha Capital Management LLC | 2,433 | $759.0K | 0.06% | +778+47.0% | Added |
| Eqis Capital Management, Inc. | 2,430 | $758.0K | 0.06% | −1,873−43.5% | Reduced |
| Camelot Portfolios, LLC | 2,412 | $752.6K | 0.45% | +1,552+180.5% | Added |
| South Plains Financial, Inc. | 2,411 | $752.1K | 0.53% | +92+4.0% | Added |
| Clarendon Private LLC | 2,402 | $749.3K | 0.72% | −248−9.4% | Reduced |
| Quotient Wealth Partners, LLC | 2,400 | $748.8K | 0.02% | −764−24.1% | Reduced |
| Vivaldi Capital Management, LLC | 2,396 | $747.5K | 0.11% | −207−8.0% | Reduced |
| Uncommon Cents Investing LLC | 2,395 | $747.2K | 0.20% | +260+12.2% | Added |
| George Kaiser Family Foundation | 2,395 | $747.2K | 0.11% | +1,295+117.7% | Added |
| Tiemann Investment Advisors, LLC | 2,393 | $746.5K | 0.31% | −276−10.3% | Reduced |
| EPG Wealth Management LLC | 2,390 | $745.6K | 0.22% | +259+12.2% | Added |
| Highview Capital Management LLC | 2,387 | $744.7K | 0.29% | −136−5.4% | Reduced |
| Cladis Investment Advisory, LLC | 2,386 | $744.4K | 0.47% | +285+13.6% | Added |
| Armstrong Advisory Group, Inc | 2,385 | $744.0K | 0.06% | +325+15.8% | Added |
| DB Fitzpatrick & Co, Inc | 2,379 | $742.2K | 0.66% | +152+6.8% | Added |
| CFO4Life Group, LLC | 2,378 | $741.9K | 0.12% | −155−6.1% | Reduced |
| Smith, Moore & Co. | 2,368 | $738.9K | 0.06% | +146+6.6% | Added |
| SeaCrest Wealth Management, LLC | 2,366 | $738.2K | 0.08% | −104−4.2% | Reduced |
| Rowland & Co Investment Counsel | 2,363 | $737.2K | 0.15% | +2,123+884.6% | Added |
| Cornerstone Wealth Advisors, Inc. | 2,360 | $736.4K | 0.19% | 00.0% | Unchanged |
| Three Seasons Wealth, LLC | 2,358 | $735.6K | 0.08% | +24+1.0% | Added |
| Breakwater Capital Group | 2,353 | $734.1K | 0.12% | −537−18.6% | Reduced |
| Nicolet Bankshares Inc | 2,351 | $733.4K | 0.13% | +25+1.1% | Added |
| Cim Investment Mangement Inc | 2,350 | $733.1K | 0.14% | −11−0.5% | Reduced |
| Operose Advisors LLC | 2,347 | $732.2K | 0.21% | +798+51.5% | Added |
| Pinnacle Bancorp, Inc. | 2,343 | $730.9K | 0.23% | +102+4.6% | Added |
| Medallion Wealth Advisors, LLC | 2,263 | $730.6K | 0.28% | +178+8.5% | Added |
| Cornerstone Wealth Group, LLC | 2,341 | $730.2K | 0.05% | −12,194−83.9% | Reduced |
| Boreal Capital Management LLC | 2,340 | $730.0K | 0.60% | +2,340 | New |
| Rydar Equities, Inc. | 2,337 | $729.2K | 0.58% | +2,337 | New |
| Bollard Group LLC | 2,337 | $729.0K | 0.02% | −9,737−80.6% | Reduced |
| Meadow Creek Wealth Advisors LLC | 2,337 | $728.9K | 0.49% | −243−9.4% | Reduced |
| BSW Wealth Partners | 2,334 | $728.3K | 0.10% | −339−12.7% | Reduced |
| OV Management LLC | 2,317 | $722.8K | 0.61% | −2,450−51.4% | Reduced |
| PFW Advisors LLC | 2,314 | $721.9K | 0.22% | −627−21.3% | Reduced |
| MCF Advisors LLC | 2,312 | $721.2K | 0.05% | −91−3.8% | Reduced |
| Bank of Stockton | 2,297 | $716.6K | 0.21% | −374−14.0% | Reduced |
| Willner & Heller, LLC | 2,297 | $716.6K | 0.60% | −1,313−36.4% | Reduced |
| State of Wyoming | 2,294 | $715.7K | 0.09% | +920+67.0% | Added |
| Topsail Wealth Management, LLC | 2,281 | $711.6K | 0.13% | −124−5.2% | Reduced |
| Integrated Investment Consultants, LLC | 2,279 | $711.1K | 0.14% | −365−13.8% | Reduced |
| Lakeshore Capital Group, Inc. | 2,272 | $708.9K | 0.63% | +977+75.4% | Added |
| Prosperity Financial Group, Inc. | 2,272 | $708.8K | 0.30% | +352+18.3% | Added |
| Crews Bank & Trust | 2,271 | $708.5K | 0.11% | −92−3.9% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 2,270 | $708.2K | 0.20% | −64−2.7% | Reduced |