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 |
|---|---|---|---|---|---|
| Avanza Fonder AB | 61,895 | $19.3M | 0.57% | −5,984−8.8% | Reduced |
| Community Trust & Investment Co | 61,680 | $19.2M | 1.11% | +2,495+4.2% | Added |
| Wesleyan Assurance Society | 61,555 | $19.2M | 1.24% | 00.0% | Unchanged |
| ArrowMark Colorado Holdings LLC | 61,065 | $19.1M | 0.34% | +26,565+77.0% | Added |
| Foundations Investment Advisors, LLC | 61,046 | $19.0M | 0.30% | +6,655+12.2% | Added |
| Eagle Health Investments LP | 60,888 | $19.0M | 4.69% | +60,888 | New |
| Ofi Invest Asset Management | 71,375 | $19.0M | 0.47% | +3,335+4.9% | Added |
| Eversept Partners, LP | 60,736 | $18.9M | 1.91% | +60,736 | New |
| Tri Locum Partners LP | 60,584 | $18.9M | 5.74% | +60,584 | New |
| Bradley Foster & Sargent Inc | 60,484 | $18.9M | 0.30% | −100,797−62.5% | Reduced |
| Beacon Pointe Advisors, LLC | 60,431 | $18.9M | 0.20% | −215−0.4% | Reduced |
| Park West Asset Management LLC | 59,915 | $18.7M | 1.43% | −10,535−15.0% | Reduced |
| Illinois Municipal Retirement Fund | 59,185 | $18.5M | 0.25% | +1,092+1.9% | Added |
| Kentucky Retirement Systems | 58,951 | $18.4M | 0.54% | −3,863−6.1% | Reduced |
| Mesirow Financial Investment Management, Inc. | 58,146 | $18.1M | 0.35% | +8,966+18.2% | Added |
| Boone Capital Management LLC | 58,112 | $18.1M | 7.77% | +58,112 | New |
| Haverford Trust Co | 57,839 | $18.0M | 0.17% | −367,013−86.4% | Reduced |
| Systematic Alpha Investments, LLC | 57,323 | $17.9M | 0.64% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 56,876 | $17.7M | 0.91% | +12,172+27.2% | Added |
| D.A. Davidson & Co. | 56,801 | $17.7M | 0.12% | +14,315+33.7% | Added |
| Parallax Volatility Advisers, L.P. | 56,777 | $17.7M | 0.71% | −28,295−33.3% | Reduced |
| Vontobel Holding Ltd. | 56,594 | $17.7M | 0.06% | −40,037−41.4% | Reduced |
| Vinva Investment Management Ltd | 57,099 | $17.6M | 0.47% | +13,541+31.1% | Added |
| Oppenheimer & Co Inc | 56,542 | $17.6M | 0.23% | +4,777+9.2% | Added |
| Sanibel Captiva Trust Company, Inc. | 56,504 | $17.6M | 0.54% | −10,788−16.0% | Reduced |
| Stamos Capital Partners, L.P. | 56,390 | $17.6M | 3.16% | +44,518+375.0% | Added |
| MIG Capital, LLC | 55,961 | $17.5M | 1.84% | +55,961 | New |
| Capstone Investment Advisors, LLC | 55,949 | $17.5M | 0.15% | +42,195+306.8% | Added |
| NFJ Investment Group, LLC | 55,927 | $17.4M | 0.61% | −21,256−27.5% | Reduced |
| Marco Investment Management LLC | 55,654 | $17.4M | 1.45% | +18,739+50.8% | Added |
| 683 Capital Management, LLC | 55,500 | $17.3M | 1.76% | +3,500+6.7% | Added |
| Atria Investments LLC | 55,416 | $17.3M | 0.20% | −19,002−25.5% | Reduced |
| Commerzbank Aktiengesellschaft | 55,332 | $17.3M | 0.40% | +8,708+18.7% | Added |
| RBF Capital, LLC | 55,000 | $17.2M | 0.85% | +55,000 | New |
| Fulton Breakefield Broenniman LLC | 54,835 | $17.1M | 1.16% | −2,791−4.8% | Reduced |
| Hartford Investment Management Co | 54,722 | $17.1M | 0.54% | −1,440−2.6% | Reduced |
| Kames Capital plc | 54,413 | $17.0M | 0.22% | −760−1.4% | Reduced |
| Associated Banc-Corp | 54,264 | $16.9M | 0.48% | −1,999−3.6% | Reduced |
| Callan Family Office, LLC | 54,209 | $16.9M | 0.53% | +32,060+144.7% | Added |
| First Long Island Investors, LLC | 53,768 | $16.8M | 1.32% | −52,376−49.3% | Reduced |
| Eisler Capital Management Ltd. | 53,716 | $16.8M | 0.58% | +25,181+88.2% | Added |
| Old National Bancorp | 53,643 | $16.7M | 0.30% | +2,664+5.2% | Added |
| Novare Capital Management LLC | 53,507 | $16.7M | 1.36% | +7,174+15.5% | Added |
| UniSuper Management Pty Ltd | 53,306 | $16.6M | 0.11% | −13,565−20.3% | Reduced |
| Hemenway Trust Co LLC | 53,281 | $16.6M | 1.29% | −662−1.2% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 52,573 | $16.4M | 0.46% | +6,969+15.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 52,200 | $16.3M | 0.16% | −391,640−88.2% | Reduced |
| Long Focus Capital Management, LLC | 52,000 | $16.2M | 1.05% | +52,000 | New |
| Patten & Patten Inc | 51,901 | $16.2M | 1.05% | +10,893+26.6% | Added |
| Sequoia Financial Advisors, LLC | 51,717 | $16.1M | 0.11% | −573−1.1% | Reduced |
| Kennedy Capital Management, Inc. | 51,568 | $16.1M | 0.38% | −10,975−17.5% | Reduced |
| Tower Research Capital LLC (TRC) | 51,501 | $16.1M | 0.43% | +10,291+25.0% | Added |
| FineMark National Bank & Trust | 51,155 | $16.0M | 0.54% | −148−0.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 51,086 | $15.9M | 0.45% | −21,466−29.6% | Reduced |
| Metis Global Partners, LLC | 51,040 | $15.9M | 0.41% | −7,698−13.1% | Reduced |
| Adams Diversified Equity Fund, Inc. | 50,800 | $15.8M | 0.57% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 50,538 | $15.8M | 1.28% | −4,178−7.6% | Reduced |
| Polaris Capital Management, LLC | 50,512 | $15.8M | 1.05% | −1,000−1.9% | Reduced |
| Rock Springs Capital Management LP | 50,500 | $15.8M | 0.98% | −50,000−49.8% | Reduced |
| Cohen Capital Management, Inc. | 50,417 | $15.7M | 2.56% | +475+1.0% | Added |
| Appleton Partners Inc | 50,378 | $15.7M | 1.11% | +13,458+36.5% | Added |
| Mill Capital Management, LLC | 50,307 | $15.7M | 1.23% | +2,550+5.3% | Added |
| Pensionmark Financial Group, LLC | 50,223 | $15.7M | 0.36% | +2,911+6.2% | Added |
| GDS Wealth Management | 49,549 | $15.5M | 1.13% | +24,224+95.7% | Added |
| Rathbone Brothers plc | 49,525 | $15.5M | 0.07% | −170,609−77.5% | Reduced |
| Eagle Global Advisors LLC | 49,479 | $15.4M | 0.62% | +12,262+32.9% | Added |
| Braidwell LP | 49,400 | $15.4M | 0.53% | +49,400 | New |
| Torray LLC | 49,337 | $15.4M | 2.23% | +27,539+126.3% | Added |
| HB Wealth Management, LLC | 48,952 | $15.3M | 0.12% | −15,828−24.4% | Reduced |
| Foyston, Gordon, & Payne Inc | 48,702 | $15.2M | 3.46% | +4,337+9.8% | Added |
| D'Orazio & Associates, Inc. | 48,377 | $15.1M | 2.13% | −262−0.5% | Reduced |
| Callahan Advisors, LLC | 48,213 | $15.0M | 1.35% | +1,355+2.9% | Added |
| Lakewood Capital Management, LP | 48,000 | $15.0M | 1.14% | +48,000 | New |
| Louisiana State Employees Retirement System | 47,900 | $14.9M | 0.27% | −1,600−3.2% | Reduced |
| Bokf, NA | 47,880 | $14.9M | 0.24% | −11,915−19.9% | Reduced |
| First Citizens Bank & Trust Co | 47,616 | $14.9M | 0.27% | +7,173+17.7% | Added |
| Securian Asset Management, Inc | 47,428 | $14.8M | 0.42% | −1,345−2.8% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 47,284 | $14.8M | 1.05% | +47,284 | New |
| Gulf International Bank (UK) Ltd | 47,055 | $14.7M | 0.52% | −5,769−10.9% | Reduced |
| Equitable Trust Co | 46,819 | $14.6M | 0.73% | +32,969+238.0% | Added |
| Tudor Investment Corp Et Al | 46,555 | $14.5M | 0.11% | −55,691−54.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 46,539 | $14.5M | 0.77% | +907+2.0% | Added |
| Diversified Trust Co | 46,306 | $14.4M | 0.32% | −1,633−3.4% | Reduced |
| NewEdge Wealth, LLC | 58,667 | $14.4M | 0.22% | +12,382+26.8% | Added |
| Woodline Partners LP | 45,869 | $14.3M | 0.08% | −31,882−41.0% | Reduced |
| S&CO Inc | 45,768 | $14.3M | 0.92% | +9,597+26.5% | Added |
| Whittier Trust Co | 45,745 | $14.3M | 0.17% | −44,938−49.6% | Reduced |
| Leonteq Securities AG | 45,652 | $14.2M | 0.84% | +42,509+1,352.5% | Added |
| Hantz Financial Services, Inc. | 45,548 | $14.2M | 0.23% | −29,359−39.2% | Reduced |
| Group One Trading, L.P. | 45,104 | $14.1M | 0.46% | −4,536−9.1% | Reduced |
| Exencial Wealth Advisors, LLC | 45,040 | $14.1M | 0.49% | −16,962−27.4% | Reduced |
| Advisory Services Network, LLC | 55,651 | $13.9M | 0.22% | +22,194+66.3% | Added |
| Vestcor Inc | 44,436 | $13.9M | 0.42% | −6,719−13.1% | Reduced |
| Maryland State Retirement & Pension System | 44,230 | $13.8M | 0.30% | +1,122+2.6% | Added |
| Umb Bank N A | 44,179 | $13.8M | 0.21% | −42,928−49.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 44,036 | $13.7M | 0.12% | −19,570−30.8% | Reduced |
| Ranmore Fund Management Ltd | 44,000 | $13.7M | 5.47% | +44,000 | New |
| JPL Wealth Management, LLC | 43,899 | $13.7M | 3.70% | −124−0.3% | Reduced |
| Bluefin Capital Management, LLC | 43,800 | $13.7M | 10.56% | +43,800 | New |
| Benjamin Edwards Inc | 43,658 | $13.6M | 0.17% | −3,273−7.0% | Reduced |