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 |
|---|---|---|---|---|---|
| Northwestern Mutual Investment Management Company, LLC | 28,939 | $9.03M | 0.14% | −330−1.1% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 28,798 | $8.98M | 1.00% | +3,660+14.6% | Added |
| WSFS Capital Management, LLC | 28,789 | $8.98M | 0.49% | −1,460−4.8% | Reduced |
| Pioneer Trust Bank N A | 28,602 | $8.92M | 2.28% | +1,270+4.6% | Added |
| Parallel Advisors, LLC | 28,601 | $8.92M | 0.18% | −2,702−8.6% | Reduced |
| RFG Advisory, LLC | 28,556 | $8.91M | 0.21% | +23,293+442.6% | Added |
| North Star Asset Management Inc | 28,211 | $8.80M | 0.37% | +2,919+11.5% | Added |
| Anchor Investment Management, LLC | 28,098 | $8.77M | 0.77% | +4,556+19.4% | Added |
| Warren Averett Asset Management, LLC | 28,042 | $8.75M | 0.10% | −22,201−44.2% | Reduced |
| Bell Asset Management Ltd | 27,982 | $8.73M | 1.92% | +2,030+7.8% | Added |
| Trillium Asset Management, LLC | 27,873 | $8.70M | 0.23% | +2,846+11.4% | Added |
| Wedbush Securities Inc | 27,864 | $8.69M | 0.30% | +9,570+52.3% | Added |
| Entropy Technologies, LP | 27,837 | $8.68M | 0.69% | +15,221+120.6% | Added |
| LGT Group Foundation | 27,617 | $8.62M | 0.11% | −20,364−42.4% | Reduced |
| Apollon Wealth Management, LLC | 27,541 | $8.59M | 0.17% | −4,968−15.3% | Reduced |
| Soltis Investment Advisors LLC | 27,465 | $8.57M | 0.67% | +6,437+30.6% | Added |
| Harbor Investment Advisory, LLC | 27,344 | $8.53M | 0.76% | −5,103−15.7% | Reduced |
| Azimuth Capital Investment Management LLC | 27,239 | $8.50M | 0.32% | −23,450−46.3% | Reduced |
| Kinsale Capital Group, Inc. | 27,181 | $8.48M | 1.74% | +27,181 | New |
| Heritage Trust Co | 27,116 | $8.46M | 0.98% | +236+0.9% | Added |
| Snowden Capital Advisors LLC | 27,057 | $8.44M | 0.25% | −10,231−27.4% | Reduced |
| Delta Investment Management, LLC | 27,002 | $8.42M | 1.62% | +20,220+298.1% | Added |
| Buck Wealth Strategies, LLC | 26,891 | $8.39M | 1.28% | +8,307+44.7% | Added |
| PKO Investment Management Joint-Stock Co | 26,880 | $8.39M | 0.90% | +12,991+93.5% | Added |
| Stratos Wealth Partners, LTD. | 26,871 | $8.38M | 0.11% | +11,717+77.3% | Added |
| Hardman Johnston Global Advisors LLC | 26,790 | $8.36M | 0.37% | −20,426−43.3% | Reduced |
| Middleton & Co Inc | 26,725 | $8.34M | 0.94% | −261−1.0% | Reduced |
| Bryn Mawr Trust Co | 26,613 | $8.30M | 0.15% | −2,542−8.7% | Reduced |
| Atlantic Union Bankshares Corp | 26,531 | $8.28M | 0.19% | +11,037+71.2% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 26,500 | $8.27M | 0.07% | −1,514−5.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 26,408 | $8.24M | 0.14% | +24,830+1,573.5% | Added |
| Equitable Holdings, Inc. | 26,389 | $8.23M | 0.07% | −653−2.4% | Reduced |
| Cape Cod Five Cents Savings Bank | 14,057 | $8.22M | 0.76% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 26,305 | $8.21M | 0.10% | +1,487+6.0% | Added |
| Garrison Bradford & Associates Inc | 26,067 | $8.13M | 9.00% | −7,206−21.7% | Reduced |
| Barlow Wealth Partners, Inc. | 26,399 | $8.12M | 0.97% | −21,061−44.4% | Reduced |
| Merit Financial Group, LLC | 25,925 | $8.09M | 0.09% | +5,352+26.0% | Added |
| CMH Wealth Management LLC | 25,839 | $8.06M | 1.88% | +11,987+86.5% | Added |
| Alps Advisors Inc | 25,819 | $8.05M | 0.05% | −1,433−5.3% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 25,772 | $8.04M | 1.10% | +5,004+24.1% | Added |
| Lockheed Martin Investment Management Co | 25,740 | $8.03M | 0.29% | −30,220−54.0% | Reduced |
| Banque de Luxembourg S.A. | 15,306 | $8.02M | 4.59% | −46−0.3% | Reduced |
| Connors Investor Services Inc | 25,673 | $8.01M | 0.71% | +17,829+227.3% | Added |
| First American Bank | 25,620 | $7.99M | 0.55% | −17,148−40.1% | Reduced |
| Hyperion Capital Advisors LP | 25,362 | $7.91M | 4.96% | +885+3.6% | Added |
| Canada Post Corp Registered Pension Plan | 25,311 | $7.90M | 0.46% | +25,311 | New |
| Madison Asset Management, LLC | 25,309 | $7.90M | 0.09% | −12,043−32.2% | Reduced |
| Howe & Rusling Inc | 25,242 | $7.87M | 0.58% | −942−3.6% | Reduced |
| Fulcrum Capital LLC | 25,219 | $7.87M | 1.66% | +1,206+5.0% | Added |
| Ashton Thomas Private Wealth, LLC | 25,214 | $7.87M | 0.28% | −5,786−18.7% | Reduced |
| Anchor Capital Advisors LLC | 25,127 | $7.84M | 0.23% | −2,086−7.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 25,125 | $7.84M | 0.13% | −22,676−47.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 25,020 | $7.81M | 0.54% | −1,734−6.5% | Reduced |
| Olstein Capital Management, L.P. | 25,000 | $7.80M | 1.46% | +11,000+78.6% | Added |
| Independent Advisor Alliance | 24,951 | $7.78M | 0.22% | −9,302−27.2% | Reduced |
| Concurrent Investment Advisors, LLC | 24,910 | $7.77M | 0.15% | −794−3.1% | Reduced |
| German American Bancorp, Inc. | 24,900 | $7.77M | 0.76% | −349−1.4% | Reduced |
| Sonora Investment Management Group, LLC | 24,898 | $7.77M | 0.58% | +821+3.4% | Added |
| Columbus Hill Capital Management, L.P. | 24,870 | $7.76M | 1.12% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 24,795 | $7.74M | 0.07% | −48,877−66.3% | Reduced |
| Amica Mutual Insurance Co | 24,776 | $7.73M | 0.75% | 00.0% | Unchanged |
| Blue Zone Wealth Advisors, LLC | 24,739 | $7.72M | 1.93% | +11,657+89.1% | Added |
| Prana Capital Management, LP | 24,737 | $7.72M | 0.28% | +14,236+135.6% | Added |
| Sienna Gestion | 26,813 | $7.64M | 0.53% | +2,448+10.0% | Added |
| Carnegie Lake Advisors LLC | 24,466 | $7.63M | 3.02% | −179−0.7% | Reduced |
| Wedge Capital Management L L P | 24,459 | $7.63M | 0.14% | +3,998+19.5% | Added |
| WoodTrust Financial Corp | 24,417 | $7.62M | 1.06% | +298+1.2% | Added |
| North Point Portfolio Managers Corp | 24,323 | $7.59M | 1.30% | −458−1.8% | Reduced |
| Goelzer Investment Management, Inc. | 24,109 | $7.52M | 0.41% | +8,096+50.6% | Added |
| Wolverine Asset Management LLC | 24,085 | $7.51M | 0.13% | +24,085 | New |
| Advisory Research Inc | 24,043 | $7.50M | 1.15% | +3,006+14.3% | Added |
| One Fin Capital Management LP | 24,000 | $7.49M | 2.53% | +24,000 | New |
| Bulltick Wealth Management, LLC | 23,945 | $7.47M | 1.84% | +15,985+200.8% | Added |
| Horizon Investments, LLC | 23,763 | $7.41M | 0.12% | +12,301+107.3% | Added |
| Integrated Wealth Concepts LLC | 23,716 | $7.40M | 0.07% | −2,667−10.1% | Reduced |
| Litman Gregory Asset Management LLC | 23,660 | $7.38M | 0.58% | −3,904−14.2% | Reduced |
| Alden Global Capital LLC | 23,655 | $7.38M | 4.54% | +23,655 | New |
| Baltimore-Washington Financial Advisors, Inc. | 23,611 | $7.37M | 0.34% | −1,582−6.3% | Reduced |
| Westerkirk Capital Inc. | 23,568 | $7.35M | 0.91% | +23,568 | New |
| Gluskin Sheff & Assoc Inc | 23,512 | $7.34M | 0.89% | −6,354−21.3% | Reduced |
| Edgestream Partners, L.P. | 23,498 | $7.33M | 0.20% | +18,642+383.9% | Added |
| Red Door Wealth Management, LLC | 23,475 | $7.32M | 0.87% | +4,007+20.6% | Added |
| Tower Bridge Advisors | 23,448 | $7.32M | 0.79% | −5,650−19.4% | Reduced |
| McRae Capital Management Inc | 23,424 | $7.31M | 1.50% | −6,733−22.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 23,639 | $7.29M | 0.20% | +2,068+9.6% | Added |
| Somerville Kurt F | 23,288 | $7.27M | 1.22% | −1,480−6.0% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 23,198 | $7.24M | 0.85% | +13,707+144.4% | Added |
| Oddo BHF Asset Management SAS | 23,194 | $7.23M | 0.27% | −29,352−55.9% | Reduced |
| Kovack Advisors, Inc. | 23,119 | $7.21M | 0.71% | +12,301+113.7% | Added |
| Vise Technologies, Inc. | 22,963 | $7.16M | 0.30% | +22,963 | New |
| Tounjian Advisory Partners, LLC | 17,810 | $7.16M | 1.39% | −188−1.0% | Reduced |
| Checchi Capital Advisers, LLC | 22,816 | $7.12M | 0.50% | +5,123+29.0% | Added |
| DDD Partners, LLC | 22,785 | $7.11M | 0.76% | +22,785 | New |
| Bleakley Financial Group, LLC | 22,686 | $7.08M | 0.18% | −144−0.6% | Reduced |
| HighPoint Advisor Group LLC | 22,592 | $7.05M | 0.37% | −2,896−11.4% | Reduced |
| Shay Capital LLC | 22,500 | $7.02M | 1.60% | +17,147+320.3% | Added |
| Broderick Brian C | 22,371 | $6.98M | 1.38% | −376−1.7% | Reduced |
| Strong Tower Advisory Services | 21,778 | $6.79M | 1.34% | +592+2.8% | Added |
| RNC Capital Management LLC | 21,685 | $6.77M | 0.33% | +3,659+20.3% | Added |
| Toth Financial Advisory Corp | 21,575 | $6.73M | 0.79% | +1,780+9.0% | Added |