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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; 3,394 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, Q3 2025

Institutional positions in UnitedHealth Group Inc as of Sep 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
3,169
+38 vs. Q2 2025
Shares held
734.4M
−26.5M (−3.5%) vs. Q2 2025
Total value
$253.5B
+$16.6B (+7.0%) vs. Q2 2025
New holders
333
1,279 more added
Sold out
295
1,323 more reduced

55 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2025: 3,169 institutions
Q1 2021: 2,516 institutionsQ2 2021: 2,592 institutionsQ3 2021: 2,573 institutionsQ4 2021: 2,909 institutionsQ1 2022: 2,966 institutionsQ2 2022: 2,965 institutionsQ3 2022: 2,999 institutionsQ4 2022: 3,160 institutionsQ1 2023: 3,115 institutionsQ2 2023: 3,137 institutionsQ3 2023: 3,145 institutionsQ4 2023: 3,422 institutionsQ1 2024: 3,385 institutionsQ2 2024: 3,407 institutionsQ3 2024: 3,477 institutionsQ4 2024: 3,685 institutionsQ1 2025: 3,614 institutionsQ2 2025: 3,186 institutionsQ3 2025: 3,169 institutionsQ4 2025: 3,312 institutionsQ1 2026: 3,055 institutionsQ2 2026: 3,394 institutions
Value heldQ3 2025: $253.5B
Q1 2021: $307.3BQ2 2021: $330.1BQ3 2021: $321.7BQ4 2021: $413.9BQ1 2022: $418.3BQ2 2022: $422.0BQ3 2022: $413.5BQ4 2022: $434.2BQ1 2023: $383.6BQ2 2023: $388.4BQ3 2023: $407.5BQ4 2023: $428.0BQ1 2024: $398.9BQ2 2024: $411.9BQ3 2024: $474.6BQ4 2024: $409.5BQ1 2025: $424.3BQ2 2025: $241.1BQ3 2025: $253.5BQ4 2025: $248.2BQ1 2026: $202.4BQ2 2026: $325.1B
Institutions holding UNH and their total value by quarter
QuarterHoldersValue
Q2 20263,394$325.1B
Q1 20263,055$202.4B
Q4 20253,312$248.2B
Q3 20253,169$253.5B
Q2 20253,186$241.1B
Q1 20253,614$424.3B
Q4 20243,685$409.5B
Q3 20243,477$474.6B
Q2 20243,407$411.9B
Q1 20243,385$398.9B
Q4 20233,422$428.0B
Q3 20233,145$407.5B
Q2 20233,137$388.4B
Q1 20233,115$383.6B
Q4 20223,160$434.2B
Q3 20222,999$413.5B
Q2 20222,965$422.0B
Q1 20222,966$418.3B
Q4 20212,909$413.9B
Q3 20212,573$321.7B
Q2 20212,592$330.1B
Q1 20212,516$307.3B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q2 2025.

Institutions holding UNH in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Park Square Financial Group, LLC1$3450.00%−748−99.9%Reduced
Chelsea Counsel Co1$3460.00%+1New
Bear Mountain Capital, Inc.1$3650.00%+1New
Accordant Advisory Group Inc2$6910.00%00.0%Unchanged
Hoey Investments, Inc3$1.04K0.00%00.0%Unchanged
SWAN Capital LLC4$1.38K0.00%−2−33.3%Reduced
Orion Capital Management LLC4$1.38K0.00%00.0%Unchanged
VELA Investment Management, LLC4$1.38K0.00%00.0%Unchanged
Financially Speaking Inc4$1.38K0.00%00.0%Unchanged
Bridge Generations Wealth Management LLC4$1.38K0.00%00.0%Unchanged
Bullock Wealth Management Group4$1.40K0.00%−78−95.1%Reduced
HFM Investment Advisors, LLC5$1.73K0.00%−2−28.6%Reduced
Richardson Capital Management LLC5$1.73K0.00%+5New
Sawyer & Company, Inc6$2.00K0.00%00.0%Unchanged
Game Plan Financial Advisors, LLC6$2.07K0.00%+6New
Bay Harbor Wealth Management, LLC8$2.76K0.00%−181−95.8%Reduced
ESL Trust Services, LLC8$2.76K0.00%+8New
PFS Partners, LLC8$2.76K0.00%+8New
Bare Financial Services, Inc9$3.11K0.00%00.0%Unchanged
Tripletail Wealth Management, LLC9$3.24K0.00%+9New
Mountain Hill Investment Partners Corp.10$3.45K0.00%00.0%Unchanged
Fairway Wealth LLC11$3.80K0.00%00.0%Unchanged
Catherine Avery Investment Management LLC13$4.49K0.00%00.0%Unchanged
Breakwater Investment Management13$4.49K0.00%+10+333.3%Added
Evolution Wealth Management Inc.16$5.53K0.01%−41−71.9%Reduced
C M Bidwell & Associates Ltd16$5.53K0.00%00.0%Unchanged
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna16$5.53K0.00%00.0%Unchanged
Morton Brown Family Wealth, LLC17$5.87K0.00%−14−45.2%Reduced
Legacy Bridge, LLC17$5.87K0.00%+10+142.9%Added
Cedar Wealth Management, LLC17$5.98K0.00%−2−10.5%Reduced
Beutel, Goodman & Co Ltd.18$6.00K0.00%00.0%Unchanged
Goodman Advisory Group, LLC18$6.21K0.00%00.0%Unchanged
Itau Unibanco Holding S.A.18$6.26K0.00%−7,537−99.8%Reduced
Westend Capital Management, LLC19$6.56K0.00%00.0%Unchanged
1 North Wealth Services LLC20$6.91K0.00%00.0%Unchanged
CSS LLC20$6.91K0.00%+20New
Luminist Capital LLC20$6.97K0.01%−422−95.5%Reduced
Bradley & Co. Private Wealth Management, LLC21$7.25K0.00%00.0%Unchanged
Bellevue Asset Management, LLC22$7.60K0.00%00.0%Unchanged
Clark Wealth Partners23$7.65K0.00%−26−53.1%Reduced
Investment Research & Advisory Group, Inc.5$7.94K0.00%−10−66.7%Reduced
Decker Retirement Planning Inc.23$7.99K0.00%+19+475.0%Added
Financial Connections Group, Inc.24$8.00K0.00%−21−46.7%Reduced
PayPay Securities Corp25$8.58K0.31%+6+31.6%Added
Anfield Capital Management, LLC25$8.63K0.00%−3−10.7%Reduced
Godsey & Gibb Associates25$8.63K0.00%00.0%Unchanged
Minot DeBlois Advisors LLC25$8.63K0.01%00.0%Unchanged
Main Street Group, LTD25$8.63K0.00%+25New
Global Wealth Strategies & Associates26$8.98K0.00%−17−39.5%Reduced
Winnow Wealth LLC26$9.00K0.01%+24+1,200.0%Added
First PREMIER Bank30$10.0K0.00%+21+233.3%Added
Pacifica Partners Inc.30$10.4K0.00%+14+87.5%Added
Compass Financial Services Inc31$10.7K0.00%00.0%Unchanged
JDM Financial Group LLC32$11.1K0.00%+6+23.1%Added
Friedenthal Financial32$11.1K0.01%+32New
LFA - Lugano Financial Advisors SA33$11.4K0.01%−47−58.8%Reduced
Chapman Financial Group, LLC33$11.4K0.01%00.0%Unchanged
DecisionPoint Financial, LLC33$11.5K0.00%−11−25.0%Reduced
Insight Financial Services33$11.6K0.01%00.0%Unchanged
Carolina Wealth Advisors, LLC36$12.4K0.01%+28+350.0%Added
Reyes Financial Architecture, Inc.36$12.5K0.01%00.0%Unchanged
NVWM, LLC39$13.5K0.00%−4−9.3%Reduced
RMG Wealth Management LLC38$13.7K0.00%00.0%Unchanged
Turim 21 Investimentos Ltda.40$13.8K0.00%+40New
CGC Financial Services, LLC41$14.2K0.00%00.0%Unchanged
Tacita Capital Inc42$14.5K0.01%00.0%Unchanged
Principia Wealth Advisory, LLC46$15.9K0.01%+3+7.0%Added
Seneschal Advisors, LLC46$15.9K0.01%+46New
Clal Insurance Enterprises Holdings Ltd46$16.0K0.00%−86−65.2%Reduced
Rogco, LP47$16.2K0.01%−1,985−97.7%Reduced
Navigoe, LLC54$18.0K0.01%+54New
Trust Co53$18.3K0.00%00.0%Unchanged
Pflug Koory, LLC54$18.6K0.01%00.0%Unchanged
Northwest Capital Management Inc57$19.7K0.02%00.0%Unchanged
Knott David M Jr57$19.7K0.01%00.0%Unchanged
Financial Network Wealth Advisors LLC58$20.0K0.02%−67−53.6%Reduced
Redmont Wealth Advisors LLC58$20.0K0.03%−57−49.6%Reduced
Battery Global Advisors, LLC59$20.3K0.01%+1+1.7%Added
Heritage Wealth Advisors60$20.9K0.00%−2−3.2%Reduced
O'Brien Wealth Partners LLC62$21.4K0.00%−15−19.5%Reduced
Signature Resources Capital Management, LLC63$21.8K0.01%−4−6.0%Reduced
Promus Capital, LLC63$21.8K0.01%00.0%Unchanged
Fairman Group, LLC63$21.8K0.02%+30+90.9%Added
Maseco LLP65$22.6K0.00%00.0%Unchanged
ORG Wealth Partners, LLC66$22.8K0.00%−67−50.4%Reduced
Flagship Wealth Advisors, LLC66$22.8K0.01%00.0%Unchanged
Syntax Research, Inc.67$23.1K0.01%00.0%Unchanged
Bayforest Capital Ltd68$23.5K0.01%−202−74.8%Reduced
Wormser Freres Gestion70$24.2K0.01%−58−45.3%Reduced
DHJJ Financial Advisors, Ltd.70$24.2K0.01%−18−20.5%Reduced
Koesten, Hirschmann & Crabtree, INC.70$24.3K0.01%+10+16.7%Added
Alpine Bank Wealth Management71$24.5K0.00%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.72$24.9K0.01%+7+10.8%Added
Graney & King, LLC75$25.8K0.02%+1+1.4%Added
Evolution Advisers, Inc.75$26.0K0.01%00.0%Unchanged
Robinswood Financial LLC77$26.6K0.01%00.0%Unchanged
Rialto Wealth Management, LLC77$26.6K0.01%+1+1.3%Added
Cedar Mountain Advisors, LLC78$27.1K0.01%+24+44.4%Added
IAG Wealth Partners, LLC80$27.6K0.00%00.0%Unchanged
Pillar Financial Advisors, LLC80$27.6K0.02%00.0%Unchanged