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
- 3,186
- −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
- 1,438 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 | 3,055 | $202.4B |
| Q4 2025 | 3,312 | $248.2B |
| Q3 2025 | 3,169 | $253.5B |
| Q2 2025 | 3,186 | $241.1B |
| Q1 2025 | 3,614 | $424.3B |
| Q4 2024 | 3,685 | $409.5B |
| Q3 2024 | 3,477 | $474.6B |
| Q2 2024 | 3,407 | $411.9B |
| Q1 2024 | 3,385 | $398.9B |
| Q4 2023 | 3,422 | $428.0B |
| Q3 2023 | 3,145 | $407.5B |
| Q2 2023 | 3,137 | $388.4B |
| Q1 2023 | 3,115 | $383.6B |
| Q4 2022 | 3,160 | $434.2B |
| Q3 2022 | 2,999 | $413.5B |
| Q2 2022 | 2,965 | $422.0B |
| Q1 2022 | 2,966 | $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 |
|---|---|---|---|---|---|
| Keybank National Association | 182,420 | $56.9M | 0.21% | −25,104−12.1% | Reduced |
| Border to Coast Pensions Partnership Ltd | 181,552 | $56.6M | 1.04% | +39,913+28.2% | Added |
| Evelyn Partners Investment Management LLP | 181,060 | $56.5M | 1.73% | −9,336−4.9% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 180,600 | $56.3M | 0.45% | +17,000+10.4% | Added |
| Simplex Trading, LLC | 180,167 | $56.2M | 1.51% | +144,106+399.6% | Added |
| IFM Investors Pty Ltd | 179,913 | $56.1M | 0.53% | +4,636+2.6% | Added |
| Fisher Funds Management LTD | 179,355 | $56.0M | 1.33% | −61,896−25.7% | Reduced |
| Amalgamated Bank | 175,262 | $54.7M | 0.42% | −11,480−6.1% | Reduced |
| Baird Financial Group, Inc. | 172,531 | $53.8M | 0.09% | −265,446−60.6% | Reduced |
| Lido Advisors, LLC | 172,202 | $53.7M | 0.28% | +3,532+2.1% | Added |
| Quantitative Investment Management, LLC | 171,579 | $53.5M | 7.18% | +111,041+183.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 170,948 | $53.3M | 0.10% | +43,686+34.3% | Added |
| Bartlett & Co. Wealth Management LLC | 170,562 | $53.2M | 0.74% | −697−0.4% | Reduced |
| Cresset Asset Management, LLC | 169,502 | $52.9M | 0.26% | −30,521−15.3% | Reduced |
| Scotia Capital Inc. | 168,420 | $52.5M | 0.25% | −291,607−63.4% | Reduced |
| Regions Financial Corp | 165,737 | $51.7M | 0.36% | −25,027−13.1% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 164,633 | $51.4M | 1.45% | +31,707+23.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 154,874 | $48.3M | 0.17% | +21,177+15.8% | Added |
| Coho Partners, Ltd. | 152,962 | $47.7M | 3.55% | −5,123−3.2% | Reduced |
| Erste Asset Management GmbH | 153,390 | $47.7M | 0.40% | −92,847−37.7% | Reduced |
| 1832 Asset Management L.P. | 152,807 | $47.7M | 0.08% | −1,075,471−87.6% | Reduced |
| HRT Financial LP | 152,063 | $47.4M | 0.21% | +152,063 | New |
| Utah Retirement Systems | 151,082 | $47.1M | 0.49% | −1,254−0.8% | Reduced |
| Nordea Investment Management AB | 153,004 | $47.1M | 0.04% | −80,826−34.6% | Reduced |
| Wolf Hill Capital Management, LP | 150,000 | $46.8M | 3.88% | +150,000 | New |
| Pinnacle Financial Partners Inc | 149,497 | $46.6M | 0.98% | −86,952−36.8% | Reduced |
| TD Waterhouse Canada Inc. | 142,630 | $46.4M | 0.33% | −9,587−6.3% | Reduced |
| Cornerstone Investment Partners, LLC | 148,705 | $46.4M | 2.05% | +15,239+11.4% | Added |
| Bristol Gate Capital Partners Inc. | 148,633 | $46.4M | 2.64% | −34,683−18.9% | Reduced |
| Cercano Management LLC | 147,508 | $46.0M | 1.31% | −1,536−1.0% | Reduced |
| Quantinno Capital Management LP | 146,906 | $45.8M | 0.20% | −2,702−1.8% | Reduced |
| Donaldson Capital Management, LLC | 146,160 | $45.6M | 1.67% | +36,200+32.9% | Added |
| Xponance, Inc. | 145,386 | $45.4M | 0.38% | −6,308−4.2% | Reduced |
| Vaughan David Investments LLC | 145,198 | $45.3M | 1.01% | +5,948+4.3% | Added |
| Distillate Capital Partners LLC | 143,717 | $44.8M | 2.40% | +12,040+9.1% | Added |
| Clark Capital Management Group, Inc. | 143,472 | $44.8M | 0.31% | −90,268−38.6% | Reduced |
| Bellevue Group AG | 142,296 | $44.4M | 0.98% | −22,446−13.6% | Reduced |
| Brandes Investment Partners, LP | 139,416 | $43.5M | 0.39% | +39,548+39.6% | Added |
| AustralianSuper Pty Ltd | 138,577 | $43.2M | 0.22% | −176,299−56.0% | Reduced |
| TCW Group Inc | 138,262 | $43.1M | 0.34% | −138,776−50.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 138,189 | $43.1M | 0.40% | +4,254+3.2% | Added |
| BlueCrest Capital Management Ltd | 137,591 | $42.9M | 4.76% | +137,591 | New |
| Riverbridge Partners LLC | 137,179 | $42.8M | 0.69% | −4,840−3.4% | Reduced |
| Pinebridge Investments, L.P. | 136,936 | $42.7M | 0.35% | +39,730+40.9% | Added |
| Hollencrest Capital Management | 136,056 | $42.4M | 1.82% | −320.0% | Reduced |
| Generate Investment Management Ltd | 135,000 | $42.1M | 2.34% | +123,987+1,125.8% | Added |
| QRG Capital Management, Inc. | 134,907 | $42.1M | 0.37% | −4,910−3.5% | Reduced |
| Seizert Capital Partners, LLC | 134,901 | $42.1M | 1.85% | +134,901 | New |
| Penn Davis McFarland Inc | 134,504 | $42.0M | 4.73% | +63,819+90.3% | Added |
| SP Asset Management LLC | 133,618 | $41.7M | 3.44% | +8,687+7.0% | Added |
| CWM, LLC | 133,461 | $41.6M | 0.15% | +16,103+13.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 133,418 | $41.6M | 0.32% | +35,237+35.9% | Added |
| Assetmark, Inc | 132,975 | $41.5M | 0.10% | −6,916−4.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 131,600 | $41.1M | 0.12% | +13,040+11.0% | Added |
| Tocqueville Asset Management L.P. | 130,396 | $40.7M | 0.62% | −1,802−1.4% | Reduced |
| State of Alaska, Department of Revenue | 129,485 | $40.4M | 0.43% | −3,010−2.3% | Reduced |
| Yacktman Asset Management LP | 129,000 | $40.2M | 0.54% | +129,000 | New |
| Pathstone Holdings, LLC | 127,077 | $39.8M | 0.16% | −12,858−9.2% | Reduced |
| Capitolis Liquid Global Markets LLC | 127,400 | $39.7M | 0.29% | −90,000−41.4% | Reduced |
| Walleye Capital LLC | 126,982 | $39.6M | 0.37% | +87,926+225.1% | Added |
| Vident Advisory, LLC | 126,845 | $39.6M | 0.44% | +37,979+42.7% | Added |
| Virginia Retirement Systems Et Al | 126,600 | $39.5M | 0.27% | −200−0.2% | Reduced |
| South Dakota Investment Council | 126,554 | $39.5M | 0.76% | +61,462+94.4% | Added |
| Varma Mutual Pension Insurance Co | 125,662 | $39.2M | 0.29% | +5,400+4.5% | Added |
| NS Partners Ltd | 125,480 | $39.1M | 1.60% | +45,552+57.0% | Added |
| Sanctuary Advisors, LLC | 125,439 | $39.1M | 0.24% | −2,195−1.7% | Reduced |
| Glenmede Investment Management, LP | 125,372 | $39.1M | 0.20% | +125,372 | New |
| New York Life Investment Management LLC | 124,876 | $39.0M | 0.36% | +762+0.6% | Added |
| Zacks Investment Management | 124,249 | $38.8M | 0.33% | −99,374−44.4% | Reduced |
| ING Groep NV | 124,086 | $38.7M | 0.24% | +1,941+1.6% | Added |
| Gradient Investments LLC | 123,184 | $38.4M | 0.70% | +12,217+11.0% | Added |
| Alta Capital Management LLC | 121,624 | $37.9M | 2.16% | +7,006+6.1% | Added |
| Nan Shan Life Insurance Co., Ltd. | 120,872 | $37.7M | 0.84% | −54,794−31.2% | Reduced |
| CapitalatWork S.A. | 120,859 | $37.7M | 1.14% | −149,084−55.2% | Reduced |
| Public Employees Retirement Association of Colorado | 120,169 | $37.5M | 0.14% | −509,192−80.9% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 119,072 | $37.1M | 1.43% | −8,042−6.3% | Reduced |
| Conning Inc. | 118,999 | $37.1M | 1.28% | +39,769+50.2% | Added |
| London & Capital Asset Management Ltd | 118,494 | $37.0M | 2.80% | +31,101+35.6% | Added |
| Elo Mutual Pension Insurance Co | 118,443 | $37.0M | 0.75% | −1,044−0.9% | Reduced |
| AE Wealth Management LLC | 117,723 | $36.7M | 0.27% | −45,868−28.0% | Reduced |
| Nissay Asset Management Corp | 117,549 | $36.7M | 0.21% | −57,352−32.8% | Reduced |
| GWM Advisors LLC | 115,115 | $35.9M | 0.19% | −8,092−6.6% | Reduced |
| Estuary Capital Management LP | 115,016 | $35.9M | 7.00% | +19,716+20.7% | Added |
| Man Group plc | 114,367 | $35.7M | 0.08% | −191,114−62.6% | Reduced |
| Smith Chas P & Associates Pa Cpas | 114,081 | $35.6M | 2.00% | +14,789+14.9% | Added |
| Nearwater Capital Markets, Ltd | 114,000 | $35.6M | 0.57% | +59,000+107.3% | Added |
| Teachers Retirement System of the State of Kentucky | 113,960 | $35.6M | 0.29% | −55,902−32.9% | Reduced |
| Crake Asset Management LLP | 113,943 | $35.5M | 1.87% | +113,943 | New |
| Country Trust Bank | 113,432 | $35.4M | 0.79% | +461+0.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 113,337 | $35.4M | 1.76% | +37,435+49.3% | Added |
| Nicholas Company, Inc. | 112,627 | $35.1M | 0.59% | −32,539−22.4% | Reduced |
| Mutual of America Capital Management LLC | 111,177 | $34.7M | 0.37% | −1,206−1.1% | Reduced |
| Captrust Financial Advisors | 110,982 | $34.6M | 0.08% | −36,427−24.7% | Reduced |
| Achmea Investment Management B.V. | 110,952 | $34.6M | 0.45% | +16,348+17.3% | Added |
| Prosight Management, LP | 110,000 | $34.3M | 8.37% | +110,000 | New |
| Epoch Investment Partners, Inc. | 109,433 | $34.1M | 0.18% | −499,798−82.0% | Reduced |
| Aureus Asset Management, LLC | 109,161 | $34.1M | 2.18% | +32,645+42.7% | Added |
| Cullen/Frost Bankers, Inc. | 108,986 | $34.0M | 0.43% | +4,955+4.8% | Added |
| Steward Partners Investment Advisory, LLC | 108,342 | $33.8M | 0.26% | −9,274−7.9% | Reduced |
| Clifford Swan Investment Counsel LLC | 107,012 | $33.4M | 1.18% | +49,494+86.0% | Added |