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 |
|---|---|---|---|---|---|
| Balyasny Asset Management LLC | 43,515 | $13.6M | 0.03% | −229,229−84.0% | Reduced |
| Aristotle Atlantic Partners, LLC | 43,186 | $13.5M | 0.41% | +17,023+65.1% | Added |
| New Mexico Educational Retirement Board | 43,020 | $13.4M | 0.44% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 42,927 | $13.4M | 0.22% | −3,111−6.8% | Reduced |
| Central Trust Co | 42,815 | $13.4M | 0.31% | −3,119−6.8% | Reduced |
| Centric Wealth Management | 53,109 | $13.3M | 3.18% | +49,432+1,344.4% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 42,441 | $13.2M | 0.67% | +181+0.4% | Added |
| Oppenheimer Asset Management Inc. | 42,324 | $13.2M | 0.15% | −29,538−41.1% | Reduced |
| Prospera Financial Services Inc | 42,066 | $13.1M | 0.24% | +15,920+60.9% | Added |
| Private Advisory Group LLC | 41,875 | $13.1M | 1.22% | +41,875 | New |
| Congress Wealth Management LLC | 41,639 | $13.0M | 0.13% | +10,503+33.7% | Added |
| Diversify Advisory Services, LLC | 49,555 | $13.0M | 0.50% | +44,090+806.8% | Added |
| Liontrust Investment Partners LLP | 41,472 | $12.9M | 0.19% | +3,034+7.9% | Added |
| UNICOM Systems, Inc. | 41,434 | $12.9M | 1.79% | +41,434 | New |
| Trust Co of Virginia | 41,348 | $12.9M | 1.13% | −135−0.3% | Reduced |
| Copeland Capital Management, LLC | 41,095 | $12.8M | 0.26% | +4,977+13.8% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 41,062 | $12.8M | 2.10% | +18,151+79.2% | Added |
| First Financial Bankshares Inc | 40,838 | $12.7M | 0.29% | +1,727+4.4% | Added |
| Wolverine Trading, LLC | 40,955 | $12.7M | 0.32% | +35,742+685.6% | Added |
| Kingsview Wealth Management, LLC | 39,919 | $12.5M | 0.21% | +30,617+329.1% | Added |
| Coronation Fund Managers Ltd. | 39,862 | $12.4M | 0.67% | +39,862 | New |
| Wealthcare Capital Partners, LLC | 39,823 | $12.4M | 6.25% | −220−0.5% | Reduced |
| Jain Global LLC | 39,633 | $12.4M | 0.19% | +35,292+813.0% | Added |
| Kerrisdale Advisers, LLC | 39,485 | $12.3M | 6.43% | +38,563+4,182.5% | Added |
| Great Valley Advisor Group, Inc. | 39,293 | $12.3M | 0.27% | −365−0.9% | Reduced |
| Dana Investment Advisors, Inc. | 39,193 | $12.2M | 0.40% | −2,574−6.2% | Reduced |
| Colonial Trust Advisors | 39,034 | $12.2M | 1.01% | −746−1.9% | Reduced |
| Resources Investment Advisors, LLC. | 38,989 | $12.2M | 0.14% | +6,141+18.7% | Added |
| Railway Pension Investments Ltd | 38,956 | $12.2M | 0.17% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 38,941 | $12.1M | 0.48% | −3,935−9.2% | Reduced |
| Kelly Lawrence W & Associates Inc | 38,790 | $12.1M | 3.17% | +38,790 | New |
| E. Ohman J:or Asset Management AB | 38,733 | $12.1M | 0.30% | −1,222−3.1% | Reduced |
| First National Trust Co | 38,313 | $12.0M | 0.45% | −364−0.9% | Reduced |
| Chilton Investment Co LLC | 38,282 | $11.9M | 0.27% | +5,292+16.0% | Added |
| Private Capital Advisors, Inc. | 37,685 | $11.8M | 1.43% | +608+1.6% | Added |
| Advisors Asset Management, Inc. | 37,505 | $11.7M | 0.21% | +45+0.1% | Added |
| Mirae Asset Securities (USA) Inc. | 37,444 | $11.7M | 0.52% | −2,660−6.6% | Reduced |
| JLB & Associates Inc | 37,124 | $11.6M | 1.62% | −127−0.3% | Reduced |
| Hendershot Investments Inc. | 37,066 | $11.6M | 1.55% | −7,771−17.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 36,711 | $11.5M | 0.33% | +17,962+95.8% | Added |
| Harber Asset Management LLC | 36,485 | $11.4M | 3.66% | +36,485 | New |
| Westpac Banking Corp | 35,947 | $11.2M | 0.75% | +15,658+77.2% | Added |
| Pine Valley Investments Ltd Liability Co | 35,945 | $11.2M | 0.66% | +12,010+50.2% | Added |
| First Eagle Investment Management, LLC | 35,893 | $11.2M | 0.02% | −3,726−9.4% | Reduced |
| Alpha Cubed Investments, LLC | 35,577 | $11.1M | 0.42% | +4,953+16.2% | Added |
| New Age Alpha Advisors, LLC | 35,558 | $11.1M | 0.49% | +6,449+22.2% | Added |
| Argent Trust Co | 35,211 | $11.0M | 0.41% | +87+0.2% | Added |
| Live Oak Private Wealth LLC | 35,062 | $10.9M | 1.63% | +9,756+38.6% | Added |
| Synovus Financial Corp | 35,051 | $10.9M | 0.13% | −6,281−15.2% | Reduced |
| Elwood Capital Partners LP | 35,028 | $10.9M | 10.13% | +16,219+86.2% | Added |
| Pinnacle Associates Ltd | 34,971 | $10.9M | 0.16% | −2,402−6.4% | Reduced |
| Empirical Finance, LLC | 34,763 | $10.8M | 0.57% | +2,589+8.0% | Added |
| RSM US Wealth Management LLC | 34,625 | $10.8M | 0.15% | +248+0.7% | Added |
| PFM Health Sciences, LP | 34,623 | $10.8M | 0.94% | −1,281−3.6% | Reduced |
| Payden & Rygel | 34,600 | $10.8M | 0.89% | +11,820+51.9% | Added |
| Capital International Sarl | 34,597 | $10.8M | 0.21% | −2,667−7.2% | Reduced |
| Shelton Capital Management | 34,238 | $10.7M | 0.25% | −53−0.2% | Reduced |
| Univest Financial Corp | 34,211 | $10.7M | 0.64% | +1,341+4.1% | Added |
| AG2R la Mondiale Gestion D'Actifs | 34,132 | $10.6M | 0.55% | +211+0.6% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 33,986 | $10.6M | 0.18% | −81,177−70.5% | Reduced |
| Blackstone Group Inc. | 33,755 | $10.5M | 0.05% | +33,755 | New |
| Segment Wealth Management, LLC | 33,418 | $10.4M | 0.66% | +1,610+5.1% | Added |
| Abn Amro Investment Solutions | 33,216 | $10.4M | 0.21% | −2,218−6.3% | Reduced |
| Thompson Investment Management, Inc. | 33,205 | $10.4M | 1.46% | +16,644+100.5% | Added |
| Ferguson Wellman Capital Management, Inc | 33,063 | $10.3M | 0.18% | −155,436−82.5% | Reduced |
| Freestone Capital Holdings, LLC | 33,040 | $10.3M | 0.35% | +9,332+39.4% | Added |
| Chesley Taft & Associates LLC | 32,836 | $10.2M | 0.46% | −1,095−3.2% | Reduced |
| Kamunting Street Capital Management, L.P. | 32,500 | $10.1M | 8.30% | +32,500 | New |
| Avidity Partners Management LP | 32,000 | $9.98M | 2.00% | −18,500−36.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 31,961 | $9.97M | 0.49% | +1,363+4.5% | Added |
| Level Four Advisory Services, LLC | 31,931 | $9.96M | 0.37% | −1,720−5.1% | Reduced |
| Los Angeles Capital Management LLC | 31,813 | $9.92M | 0.04% | +16,336+105.6% | Added |
| Petredis Investment Advisors LLC | 31,787 | $9.92M | 0.87% | +481+1.5% | Added |
| King Luther Capital Management Corp | 31,684 | $9.88M | 0.04% | −86,080−73.1% | Reduced |
| Washington Trust Bank | 31,569 | $9.85M | 0.83% | +577+1.9% | Added |
| Bragg Financial Advisors, Inc | 31,423 | $9.80M | 0.35% | +521+1.7% | Added |
| Kestra Private Wealth Services, LLC | 31,195 | $9.73M | 0.14% | −1,035−3.2% | Reduced |
| GAM Holding AG | 31,176 | $9.73M | 0.68% | +117+0.4% | Added |
| Burney Co | 31,078 | $9.70M | 0.33% | −6,493−17.3% | Reduced |
| Himension Fund | 31,041 | $9.68M | 0.76% | +24,633+384.4% | Added |
| Financial Partners Group, LLC | 31,037 | $9.68M | 3.50% | +23,235+297.8% | Added |
| Siemens Fonds Invest GmbH | 30,913 | $9.64M | 0.57% | +1,728+5.9% | Added |
| Investment Management Corp of Ontario | 30,813 | $9.61M | 0.14% | +4,792+18.4% | Added |
| Rhenman & Partners Asset Management AB | 30,430 | $9.49M | 1.20% | −47,000−60.7% | Reduced |
| Ancora Advisors, LLC | 30,371 | $9.47M | 0.20% | −84,062−73.5% | Reduced |
| Investment House LLC | 30,236 | $9.43M | 0.48% | +20,961+226.0% | Added |
| Bright Rock Capital Management, LLC | 30,000 | $9.36M | 1.89% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 29,948 | $9.34M | 0.71% | −3,504−10.5% | Reduced |
| Principal Securities, Inc. | 29,866 | $9.32M | 0.18% | +3,512+13.3% | Added |
| Kestra Investment Management, LLC | 20,475 | $9.30M | 0.14% | +6,723+48.9% | Added |
| Fred Alger Management, LLC | 29,634 | $9.24M | 0.04% | −3,917−11.7% | Reduced |
| YHB Investment Advisors, Inc. | 29,605 | $9.24M | 0.71% | −94−0.3% | Reduced |
| United Capital Financial Advisers, LLC | 29,602 | $9.23M | 0.07% | −40,093−57.5% | Reduced |
| Violich Capital Management, Inc. | 29,600 | $9.23M | 1.30% | −5,990−16.8% | Reduced |
| Dividend Assets Capital, LLC | 29,563 | $9.22M | 1.67% | +5,225+21.5% | Added |
| TrueMark Investments, LLC | 29,515 | $9.21M | 1.99% | +16,567+128.0% | Added |
| Scharf Investments, LLC | 29,465 | $9.19M | 0.26% | +29,465 | New |
| Gabelli Funds LLC | 29,170 | $9.10M | 0.06% | −9,570−24.7% | Reduced |
| QV Investors Inc. | 29,154 | $9.10M | 0.89% | −1,290−4.2% | Reduced |
| Stephens Inc | 29,138 | $9.09M | 0.12% | −2,588−8.2% | Reduced |