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 | 3,055 | $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 |
|---|---|---|---|---|---|
| Smithbridge Asset Management Inc | 21,462 | $6.70M | 1.17% | −606−2.7% | Reduced |
| Hilltop Holdings Inc. | 21,403 | $6.68M | 0.43% | −248−1.1% | Reduced |
| Moneta Group Investment Advisors LLC | 21,268 | $6.64M | 0.08% | +1,137+5.6% | Added |
| Weiss Asset Management LP | 21,210 | $6.62M | 0.10% | +21,210 | New |
| Spinnaker Trust | 21,176 | $6.61M | 0.40% | +6,873+48.1% | Added |
| Wetherby Asset Management Inc | 21,024 | $6.56M | 0.29% | +21,024 | New |
| Brighton Jones LLC | 20,931 | $6.53M | 0.18% | −8,360−28.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 20,898 | $6.52M | 0.37% | −1,941−8.5% | Reduced |
| Marietta Wealth Management, LLC | 20,872 | $6.51M | 0.85% | +1,983+10.5% | Added |
| TCG Advisory Services, LLC | 20,871 | $6.51M | 0.23% | −21,261−50.5% | Reduced |
| Guardian Capital LP | 20,791 | $6.49M | 0.23% | −31,607−60.3% | Reduced |
| IFP Advisors, Inc | 20,683 | $6.46M | 0.18% | +3,545+20.7% | Added |
| BDF-Gestion | 20,703 | $6.46M | 0.73% | −13,267−39.1% | Reduced |
| LMR Partners LLP | 20,681 | $6.45M | 0.10% | +5,226+33.8% | Added |
| Schmidt P J Investment Management Inc | 20,657 | $6.44M | 1.11% | −3,730−15.3% | Reduced |
| Sather Financial Group Inc | 20,585 | $6.42M | 0.38% | +19,063+1,252.5% | Added |
| Crossmark Global Holdings, Inc. | 20,512 | $6.40M | 0.10% | −1,887−8.4% | Reduced |
| Savoie Capital LLC | 20,500 | $6.40M | 0.79% | +20,500 | New |
| Asio Capital, LLC | 20,440 | $6.38M | 1.06% | +4,841+31.0% | Added |
| Whittier Trust Co of Nevada Inc | 20,435 | $6.37M | 0.14% | −25,222−55.2% | Reduced |
| Sig Brokerage, LP | 20,433 | $6.37M | 1.75% | +2,791+15.8% | Added |
| Coldstream Capital Management Inc | 20,428 | $6.37M | 0.10% | −7,019−25.6% | Reduced |
| CX Institutional | 20,405 | $6.37M | 0.22% | +3,840+23.2% | Added |
| Capital Investment Advisors, LLC | 20,400 | $6.36M | 0.11% | −2,819−12.1% | Reduced |
| Woodmont Investment Counsel LLC | 20,368 | $6.35M | 0.42% | +1,760+9.5% | Added |
| Biondo Investment Advisors, LLC | 20,213 | $6.31M | 0.83% | +971+5.0% | Added |
| Davis-Rea Ltd. | 20,188 | $6.30M | 1.56% | −3,360−14.3% | Reduced |
| Meridian Wealth Management, LLC | 20,184 | $6.30M | 0.27% | −9,501−32.0% | Reduced |
| Beacon Investment Advisory Services, Inc. | 20,177 | $6.29M | 0.28% | −1,167−5.5% | Reduced |
| Valeo Financial Advisors, LLC | 20,173 | $6.29M | 0.15% | +6,299+45.4% | Added |
| Richard Bernstein Advisors LLC | 20,160 | $6.29M | 0.16% | −14−0.1% | Reduced |
| Robeco Schweiz AG | 20,125 | $6.28M | 0.14% | −2,846−12.4% | Reduced |
| Jefferies Financial Group Inc. | 20,108 | $6.27M | 0.10% | +4,989+33.0% | Added |
| MUFG Securities Americas Inc. | 20,105 | $6.27M | 0.54% | +3,815+23.4% | Added |
| Mattern Capital Management, LLC | 20,054 | $6.26M | 0.75% | +870+4.5% | Added |
| Scion Asset Management, LLC | 20,000 | $6.24M | 11.09% | +20,000 | New |
| Sona Asset Management (US) LLC | 20,000 | $6.24M | 0.21% | +20,000 | New |
| Eastern Bank | 19,956 | $6.23M | 0.12% | −129,735−86.7% | Reduced |
| APG Asset Management US Inc. | 19,083 | $6.22M | 0.05% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 19,912 | $6.21M | 0.15% | −10,537−34.6% | Reduced |
| Advisors Capital Management, LLC | 19,879 | $6.20M | 0.08% | −78,238−79.7% | Reduced |
| Alerus Financial NA | 19,863 | $6.20M | 0.45% | +5,054+34.1% | Added |
| Phoenix Holdings Ltd. | 19,849 | $6.19M | 0.08% | −8,463−29.9% | Reduced |
| Greenwich Wealth Management LLC | 19,820 | $6.18M | 0.30% | −194−1.0% | Reduced |
| Davy Global Fund Management Ltd | 19,733 | $6.16M | 0.55% | +5,748+41.1% | Added |
| Marks Group Wealth Management, Inc | 19,660 | $6.13M | 0.57% | +524+2.7% | Added |
| J.W. Cole Advisors, Inc. | 19,644 | $6.13M | 0.13% | +5,823+42.1% | Added |
| Arkadios Wealth Advisors | 19,431 | $6.06M | 0.18% | +4,081+26.6% | Added |
| Hudson Valley Investment Advisors Inc | 19,398 | $6.05M | 0.66% | −5,324−21.5% | Reduced |
| Altshuler Shaham Ltd | 19,300 | $6.02M | 0.19% | +19,300 | New |
| Plato Investment Management Ltd | 19,274 | $5.99M | 0.45% | −2,274−10.6% | Reduced |
| Lee Danner & Bass Inc | 19,158 | $5.98M | 0.46% | +7,607+65.9% | Added |
| Mutual Advisors, LLC | 21,220 | $5.96M | 0.15% | +4,488+26.8% | Added |
| Nemes Rush Group LLC | 19,088 | $5.95M | 0.65% | +3,126+19.6% | Added |
| Savant Capital, LLC | 19,078 | $5.95M | 0.04% | −717−3.6% | Reduced |
| Simplicity Wealth,LLC | 19,077 | $5.95M | 0.25% | +11,179+141.5% | Added |
| Ally Financial Inc. | 19,000 | $5.93M | 0.67% | −4,000−17.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 19,146 | $5.91M | 0.46% | −2,677−12.3% | Reduced |
| SOL Capital Management CO | 18,937 | $5.91M | 0.57% | +3,426+22.1% | Added |
| McKinley Carter Wealth Services, Inc. | 18,893 | $5.89M | 0.33% | −683−3.5% | Reduced |
| Van Den Berg Management I, Inc | 18,843 | $5.88M | 1.67% | +8,793+87.5% | Added |
| Farmers & Merchants Trust Co of Long Beach | 18,791 | $5.86M | 1.24% | +2,016+12.0% | Added |
| PEAK6 LLC | 18,784 | $5.86M | 0.20% | +18,782+939,100.0% | Added |
| Unison Asset Management LLC | 18,776 | $5.86M | 2.95% | +229+1.2% | Added |
| Stokes Capital Advisors, LLC | 18,678 | $5.83M | 1.43% | −1,777−8.7% | Reduced |
| Owl Creek Asset Management, L.P. | 18,553 | $5.79M | 0.76% | −24,201−56.6% | Reduced |
| Clearstead Advisors, LLC | 18,428 | $5.75M | 0.08% | −3,235−14.9% | Reduced |
| Country Club Bank | 18,567 | $5.74M | 0.36% | +10,151+120.6% | Added |
| Summit Trail Advisors, LLC | 18,378 | $5.73M | 0.10% | −1,284−6.5% | Reduced |
| Zions Bancorporation, National Association | 18,337 | $5.72M | 0.31% | −2,408−11.6% | Reduced |
| Evoke Wealth, LLC | 18,316 | $5.71M | 0.13% | +158+0.9% | Added |
| WP Advisors, LLC | 18,303 | $5.71M | 1.57% | +13,208+259.2% | Added |
| Venture Visionary Partners LLC | 18,296 | $5.71M | 0.21% | +2,967+19.4% | Added |
| Citizens National Bank Trust Department | 18,204 | $5.68M | 1.13% | +318+1.8% | Added |
| American National Bank | 18,154 | $5.66M | 0.58% | −5,656−23.8% | Reduced |
| Signaturefd, LLC | 18,109 | $5.65M | 0.10% | −2,887−13.8% | Reduced |
| Annex Advisory Services, LLC | 18,018 | $5.62M | 0.14% | −41,553−69.8% | Reduced |
| Agf Management Ltd | 17,938 | $5.60M | 0.03% | −72,268−80.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 17,923 | $5.59M | 0.48% | −9,180−33.9% | Reduced |
| Eagle Rock Investment Company, LLC | 17,812 | $5.56M | 0.88% | +4,247+31.3% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 17,765 | $5.54M | 0.98% | +17,267+3,467.3% | Added |
| Boston Private Wealth LLC | 17,725 | $5.53M | 0.30% | −4,770−21.2% | Reduced |
| Ocean Capital Management, LLC | 17,615 | $5.50M | 1.21% | −241−1.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 17,613 | $5.49M | 0.01% | −25,678−59.3% | Reduced |
| Catalytic Wealth RIA, LLC | 17,608 | $5.49M | 0.45% | +8,134+85.9% | Added |
| Greenleaf Trust | 17,587 | $5.49M | 0.05% | −4,971−22.0% | Reduced |
| Clare Market Investments LLC | 17,581 | $5.48M | 1.22% | +17,581 | New |
| GM Advisory Group, Inc. | 17,509 | $5.46M | 0.27% | +10,829+162.1% | Added |
| Tradition Wealth Management, LLC | 17,502 | $5.46M | 0.44% | +1,268+7.8% | Added |
| Tenzing Global Management, LLC | 17,500 | $5.46M | 3.67% | +17,500 | New |
| Ledyard National Bank | 17,465 | $5.45M | 0.51% | −379−2.1% | Reduced |
| Mission Wealth Management, LP | 17,350 | $5.41M | 0.12% | −4,276−19.8% | Reduced |
| Ameritas Investment Partners, Inc. | 17,314 | $5.40M | 0.17% | +47+0.3% | Added |
| Johnson Financial Group, Inc. | 17,299 | $5.40M | 0.24% | −1,438−7.7% | Reduced |
| Brookstone Capital Management | 17,251 | $5.38M | 0.07% | +3,960+29.8% | Added |
| Great Waters Wealth Management | 17,248 | $5.38M | 0.70% | +11+0.1% | Added |
| Lake Street Financial LLC | 17,215 | $5.37M | 0.76% | +12,131+238.6% | Added |
| Cohen Klingenstein LLC | 17,200 | $5.37M | 0.18% | 00.0% | Unchanged |
| Taikang Asset Management (Hong Kong) Co Ltd | 17,156 | $5.35M | 0.69% | −1,342−7.3% | Reduced |
| Evergreen Capital Management LLC | 17,138 | $5.35M | 0.16% | −729−4.1% | Reduced |