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, 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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding UnitedHealth Group Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Measured Wealth Private Client Group, LLC | 1,370 | $473.1K | 0.13% | −203−12.9% | Reduced |
| Arbor Investment Advisors, LLC | 1,371 | $473.4K | 0.06% | +647+89.4% | Added |
| Chesapeake Asset Management LLC | 1,371 | $473.5K | 0.42% | +419+44.0% | Added |
| Aspire Growth Partners LLC | 1,374 | $474.3K | 0.35% | −18−1.3% | Reduced |
| Jessup Wealth Management, Inc | 1,375 | $474.7K | 0.18% | −5,074−78.7% | Reduced |
| Proathlete Wealth Management LLC | 1,382 | $477.5K | 0.14% | −291−17.4% | Reduced |
| Portside Wealth Group, LLC | 1,387 | $479.1K | 0.07% | −249−15.2% | Reduced |
| Cypress Capital, LLC | 1,392 | $480.7K | 0.14% | +17+1.2% | Added |
| Discipline Wealth Solutions, LLC | 1,393 | $481.0K | 0.13% | +277+24.8% | Added |
| RDA Financial Network | 1,394 | $481.5K | 0.12% | −8,714−86.2% | Reduced |
| Blalock Williams, LLC | 1,396 | $482.0K | 0.42% | +48+3.6% | Added |
| Diligent Investors, LLC | 1,398 | $482.7K | 0.12% | +4+0.3% | Added |
| Hennessy Advisors Inc | 1,400 | $483.4K | 0.02% | +1,050+300.0% | Added |
| AdvisorShares Investments LLC | 1,400 | $483.4K | 0.08% | +1,400 | New |
| Brady Martz Wealth Solutions, LLC | 1,400 | $483.5K | 0.09% | −2−0.1% | Reduced |
| Salomon & Ludwin, LLC | 1,343 | $483.7K | 0.04% | +139+11.5% | Added |
| First Financial Corp | 1,403 | $484.5K | 0.19% | −25−1.8% | Reduced |
| Hohimer Wealth Management, LLC | 1,404 | $484.8K | 0.07% | −90−6.0% | Reduced |
| Profit Investment Management, LLC | 1,405 | $485.1K | 0.61% | −385−21.5% | Reduced |
| XML Financial, LLC | 1,407 | $485.9K | 0.04% | −1,260−47.2% | Reduced |
| Windsor Advisory Group, LLC | 1,409 | $486.5K | 0.43% | +1,409 | New |
| Center for Financial Planning, Inc. | 1,411 | $487.4K | 0.05% | +230+19.5% | Added |
| Pennsylvania Capital Management Inc | 1,413 | $487.9K | 0.14% | −54−3.7% | Reduced |
| Mizuho Securities Co. Ltd. | 1,413 | $487.9K | 3.34% | +1,413 | New |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,414 | $488.3K | 0.00% | +1,414 | New |
| Polymer Capital Management (US) LLC | 1,415 | $488.6K | 0.06% | +1,415 | New |
| Capital Performance Advisors LLP | 1,418 | $489.7K | 0.08% | +316+28.7% | Added |
| Menard Financial Group LLC | 1,419 | $490.0K | 0.33% | +124+9.6% | Added |
| First Affirmative Financial Network | 1,419 | $490.1K | 0.23% | −40−2.7% | Reduced |
| Aspen Wealth Strategies, LLC | 1,420 | $490.2K | 0.27% | −172−10.8% | Reduced |
| CCM Investment Advisers LLC | 1,420 | $490.3K | 0.05% | −6,996−83.1% | Reduced |
| McAdam, LLC | 1,421 | $490.5K | 0.02% | +286+25.2% | Added |
| DT Investment Partners, LLC | 1,423 | $491.4K | 0.04% | −110−7.2% | Reduced |
| Genesee Capital Advisors, LLC | 1,425 | $491.9K | 0.21% | +339+31.2% | Added |
| Adirondack Trust Co | 1,429 | $493.4K | 0.17% | −697−32.8% | Reduced |
| Baldwin Brothers Inc | 1,435 | $495.5K | 0.03% | +2+0.1% | Added |
| Sound Income Strategies, LLC | 1,349 | $495.9K | 0.03% | −672−33.3% | Reduced |
| EHP Funds Inc. | 1,444 | $498.6K | 0.66% | +1,444 | New |
| General Partner, Inc. | 1,446 | $499.3K | 0.27% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 1,450 | $500.7K | 0.34% | −299−17.1% | Reduced |
| Golden State Wealth Management, LLC | 1,450 | $500.9K | 0.06% | +553+61.6% | Added |
| Winthrop Advisory Group LLC | 1,453 | $501.7K | 0.04% | −92−6.0% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 1,455 | $502.3K | 0.02% | +89+6.5% | Added |
| Manske Wealth Management | 1,459 | $503.8K | 0.15% | +282+24.0% | Added |
| Hengehold Capital Management LLC | 1,460 | $504.2K | 0.04% | +232+18.9% | Added |
| Ritter Daniher Financial Advisory LLC | 1,460 | $504.2K | 0.09% | +823+129.2% | Added |
| KC Investment Advisors, LLC | 1,392 | $504.7K | 0.14% | −539−27.9% | Reduced |
| May Hill Capital, LLC | 1,463 | $505.2K | 0.15% | +763+109.0% | Added |
| Washington Trust Co | 1,465 | $505.9K | 0.02% | +180+14.0% | Added |
| Prosperity Wealth Management, Inc. | 1,468 | $507.2K | 0.17% | −2,233−60.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,472 | $508.5K | 0.21% | −669−31.2% | Reduced |
| Tompkins Financial Corp | 1,482 | $511.7K | 0.04% | −11−0.7% | Reduced |
| Polen Capital Management LLC | 1,483 | $511.9K | 0.00% | −4,691−76.0% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 1,486 | $513.0K | 0.02% | −221−12.9% | Reduced |
| Beese Fulmer Investment Management, Inc. | 1,491 | $515.0K | 0.04% | +140+10.4% | Added |
| Byrne Asset Management LLC | – | $515.5K | 0.32% | – | – |
| Cynosure Management, LLC | 1,494 | $515.9K | 0.06% | −7,604−83.6% | Reduced |
| Buska Wealth Management, LLC | 1,494 | $515.9K | 0.15% | −344−18.7% | Reduced |
| Corsicana & Co. | 1,498 | $517.3K | 0.29% | +1,498 | New |
| Corundum Trust Company, INC | 1,499 | $517.6K | 1.12% | −9−0.6% | Reduced |
| Paladin Advisory Group, LLC | 1,505 | $519.7K | 0.41% | −205−12.0% | Reduced |
| GW Henssler & Associates Ltd | 1,510 | $521.4K | 0.03% | +34+2.3% | Added |
| Buttonwood Financial Advisors Inc. | 1,513 | $522.5K | 0.18% | −31−2.0% | Reduced |
| Cape Investment Advisory, Inc. | 1,519 | $524.5K | 0.52% | −135−8.2% | Reduced |
| North Ridge Wealth Advisors, Inc. | 1,523 | $525.9K | 0.30% | 00.0% | Unchanged |
| Claris Advisors, LLC | 1,687 | $526.3K | 0.18% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 1,525 | $526.6K | 0.16% | 00.0% | Unchanged |
| MEMBERS Trust Co | 1,533 | $529.3K | 0.02% | +54+3.7% | Added |
| Mindset Wealth Management, LLC | 1,539 | $531.3K | 0.14% | +13+0.9% | Added |
| Wealth Management Partners, LLC | 1,541 | $532.1K | 0.17% | −1,701−52.5% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,542 | $532.3K | 0.11% | +1,542 | New |
| One Wealth Advisors, LLC | 1,547 | $534.2K | 0.07% | +222+16.8% | Added |
| Capital Advisors, Ltd. LLC | 1,550 | $535.0K | 0.06% | +71+4.8% | Added |
| Covestor Ltd | 1,554 | $536.0K | 0.30% | +861+124.2% | Added |
| Terry L. Blaker | 1,557 | $537.6K | 0.02% | −660−29.8% | Reduced |
| Sterling Investment Advisors, Ltd. | 1,558 | $537.9K | 0.10% | +878+129.1% | Added |
| Gilbert & Cook, Inc. | 1,560 | $538.7K | 0.07% | +32+2.1% | Added |
| Maple Capital Management, Inc. | 1,561 | $539.0K | 0.04% | −64,852−97.6% | Reduced |
| Detalus Advisors, LLC | 1,564 | $540.0K | 0.14% | +43+2.8% | Added |
| NFP Retirement, Inc. | 1,567 | $541.1K | 0.03% | −35−2.2% | Reduced |
| Cambria Investment Management, L.P. | 1,570 | $542.1K | 0.03% | +440+38.9% | Added |
| Maridea Wealth Management LLC | 1,487 | $542.2K | 0.08% | +775+108.8% | Added |
| Everpar Advisors LLC | 1,573 | $543.2K | 0.21% | +406+34.8% | Added |
| Cypress Wealth Services, LLC | 1,576 | $544.2K | 0.09% | −2−0.1% | Reduced |
| LMG Wealth Partners, LLC | 1,582 | $546.1K | 0.10% | +1,582 | New |
| Womack Financial LLC | 1,582 | $546.3K | 0.41% | +10+0.6% | Added |
| Rexford Capital Inc | 1,586 | $547.6K | 0.42% | +95+6.4% | Added |
| VeraBank, N.A. | 1,593 | $550.1K | 0.10% | −123−7.2% | Reduced |
| Lifeworks Advisors, LLC | 1,595 | $550.8K | 0.07% | +52+3.4% | Added |
| AGH Wealth Advisors, LLC | 1,597 | $551.4K | 0.40% | −64−3.9% | Reduced |
| Invenio Wealth Partners LLC | 1,599 | $552.1K | 0.20% | −337−17.4% | Reduced |
| Harbor Advisors LLC | 1,600 | $552.5K | 0.09% | 00.0% | Unchanged |
| Investment Research Partners LLC | 1,558 | $553.5K | 0.25% | +1,558 | New |
| Kavar Capital Partners Group, LLC | 1,606 | $554.6K | 0.07% | +60+3.9% | Added |
| South Plains Financial, Inc. | 1,607 | $554.9K | 0.35% | −804−33.3% | Reduced |
| Kingdom Financial Group LLC. | 1,615 | $557.5K | 0.34% | −829−33.9% | Reduced |
| Moseley Investment Management Inc | 1,615 | $557.7K | 0.17% | −258−13.8% | Reduced |
| Novak & Powell Financial Services, Inc. | 1,615 | $557.8K | 0.29% | +406+33.6% | Added |
| Root Financial Partners, LLC | 1,618 | $558.6K | 0.03% | −75−4.4% | Reduced |
| WMG Financial Advisors, LLC | 1,618 | $558.7K | 0.19% | +66+4.3% | Added |