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 |
|---|---|---|---|---|---|
| Fort Point Capital Partners LLC | 1,618 | $558.7K | 0.07% | +180+12.5% | Added |
| Marathon Trading Investment Management LLC | 1,623 | $560.4K | 0.24% | −4,600−73.9% | Reduced |
| Deseret Mutual Benefit Administrators | 1,624 | $560.8K | 0.24% | +541+50.0% | Added |
| Soundwatch Capital LLC | 1,626 | $561.5K | 0.09% | −335,048−99.5% | Reduced |
| Alethea Capital Management, LLC | 1,627 | $561.8K | 0.36% | +1,627 | New |
| Axis Wealth Partners, LLC | 1,631 | $563.2K | 0.33% | +28+1.7% | Added |
| Agate Pass Investment Management, LLC | 1,632 | $563.5K | 0.21% | −1,126−40.8% | Reduced |
| Intellus Advisors LLC | 1,632 | $563.5K | 0.08% | −41−2.5% | Reduced |
| Davies Financial Advisors, Inc. | 1,637 | $565.3K | 0.46% | −54−3.2% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 1,643 | $567.5K | 0.16% | −627−27.6% | Reduced |
| Droms Strauss Advisors Inc | 1,645 | $568.0K | 0.16% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 1,645 | $568.0K | 0.14% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 1,646 | $568.4K | 0.18% | −561−25.4% | Reduced |
| Thomasville National Bank | 1,649 | $569.4K | 0.04% | +600+57.2% | Added |
| Narus Financial Partners, LLC | 1,657 | $572.3K | 0.16% | +561+51.2% | Added |
| Woodward Diversified Capital, LLC | 1,659 | $572.9K | 0.27% | +355+27.2% | Added |
| Retirement Planning Group, LLC | 1,660 | $573.1K | 0.43% | +882+113.4% | Added |
| Meridian Financial Partners LLC | 1,553 | $574.3K | 0.24% | −1,403−47.5% | Reduced |
| Bienville Capital Management, LLC | 1,666 | $575.4K | 0.11% | +1,666 | New |
| Caerus Investment Advisors, LLC | 1,669 | $576.3K | 0.24% | +1,669 | New |
| Hamilton Point Investment Advisors, LLC | 1,671 | $576.9K | 0.09% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 1,671 | $577.0K | 0.24% | +1,160+227.0% | Added |
| Verum Partners LLC | 1,674 | $578.2K | 0.12% | +134+8.7% | Added |
| Peoples Bank | 1,680 | $580.1K | 0.58% | −209−11.1% | Reduced |
| MV Capital Management, Inc. | 1,681 | $580.5K | 0.06% | +203+13.7% | Added |
| Ethos Financial Group, LLC | 1,684 | $581.5K | 0.05% | −154−8.4% | Reduced |
| Spectrum Planning & Advisory Services Inc. | 1,684 | $581.6K | 0.33% | +129+8.3% | Added |
| Holistic Financial Partners | 1,685 | $582.0K | 0.24% | +340+25.3% | Added |
| BCS Wealth Management | 1,686 | $582.2K | 0.13% | −185−9.9% | Reduced |
| Asset Management Group, Inc. | 1,691 | $583.8K | 0.10% | −11−0.6% | Reduced |
| BG Investment Services, Inc. | 1,692 | $584.3K | 0.58% | +186+12.4% | Added |
| Horizon Kinetics Asset Management LLC | 1,695 | $585.3K | 0.01% | +1,695 | New |
| McGlone Suttner Wealth Management, Inc. | 1,695 | $585.3K | 0.08% | +440+35.1% | Added |
| Morey & Quinn Wealth Partners, LLC | 1,698 | $586.4K | 0.43% | −80−4.5% | Reduced |
| AllSquare Wealth Management LLC | 1,699 | $586.7K | 0.31% | +42+2.5% | Added |
| Mad River Investors | 1,700 | $587.0K | 0.25% | +1,700 | New |
| Keystone Financial Group | 1,708 | $587.6K | 0.04% | +51+3.1% | Added |
| Douglass Winthrop Advisors, LLC | 1,710 | $590.5K | 0.01% | −316−15.6% | Reduced |
| Coppell Advisory Solutions LLC | 1,714 | $591.6K | 0.06% | +28+1.7% | Added |
| Element Wealth, LLC | 1,714 | $591.8K | 0.26% | +365+27.1% | Added |
| Weaver Consulting Group | 1,715 | $592.2K | 0.15% | +786+84.6% | Added |
| Kellett Schaffner Wealth Advisors LLC | 1,717 | $592.9K | 0.36% | +13+0.8% | Added |
| Elyxium Wealth, LLC | 1,718 | $593.1K | 0.21% | −363−17.4% | Reduced |
| Sims Investment Management, LLC | 1,718 | $593.3K | 0.21% | +631+58.0% | Added |
| RFP Financial Group LLC | 1,585 | $594.6K | 0.24% | +56+3.7% | Added |
| Sage Private Wealth Group, LLC | 1,723 | $594.9K | 0.33% | +72+4.4% | Added |
| Arvest Bank Trust Division | 1,723 | $595.0K | 0.03% | +50+3.0% | Added |
| Gries Financial LLC | 1,724 | $595.2K | 0.09% | +124+7.8% | Added |
| McKinley Carter Wealth Services, Inc. | 1,724 | $595.4K | 0.03% | −17,169−90.9% | Reduced |
| Klingman & Associates, LLC | 1,727 | $596.3K | 0.03% | +568+49.0% | Added |
| Argyle Capital Partners, LLC | 1,728 | $596.7K | 0.43% | +776+81.5% | Added |
| Winch Advisory Services, LLC | 1,730 | $597.4K | 0.13% | +250+16.9% | Added |
| Severin Investments, LLC | 1,731 | $597.7K | 0.53% | +1,731 | New |
| Franklin Street Advisors Inc | 1,731 | $597.7K | 0.03% | −246−12.4% | Reduced |
| Aire Advisors, LLC | 1,732 | $597.9K | 0.11% | +498+40.4% | Added |
| FRG Family Wealth Advisors LLC | 1,732 | $598.1K | 0.10% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 1,737 | $599.6K | 0.05% | −17−1.0% | Reduced |
| Wealth Group Ltd | 1,740 | $600.8K | 0.14% | −63−3.5% | Reduced |
| North Star Investment Management Corp. | 1,744 | $602.3K | 0.04% | +51+3.0% | Added |
| waypoint wealth counsel | 1,748 | $603.7K | 0.24% | +669+62.0% | Added |
| River Wealth Advisors LLC | 1,752 | $605.0K | 0.07% | −9,475−84.4% | Reduced |
| Broadwater Capital Management LLC | 1,754 | $605.7K | 0.44% | −545,441−99.7% | Reduced |
| Capital Advisors Wealth Management, LLC | 1,754 | $605.7K | 0.09% | +257+17.2% | Added |
| Valtinson Bruner Financial Planning LLC | 1,757 | $606.6K | 0.18% | +10+0.6% | Added |
| Future Financial Wealth Managment LLC | 1,761 | $608.1K | 0.38% | +275+18.5% | Added |
| Sierra Capital LLC | 1,779 | $614.0K | 0.07% | −28−1.5% | Reduced |
| LVW Advisors, LLC | 1,782 | $615.5K | 0.06% | +332+22.9% | Added |
| Pines Wealth Management, LLC | 1,786 | $616.8K | 0.21% | +151+9.2% | Added |
| Invera Wealth Advisors, LLC | 1,792 | $618.8K | 0.38% | +57+3.3% | Added |
| Secured Retirement Advisors, LLC | 1,792 | $618.9K | 0.35% | −5,314−74.8% | Reduced |
| Northern Financial Advisors Inc | 1,799 | $621.2K | 0.33% | +2+0.1% | Added |
| RiverGlades Family Offices LLC | 1,800 | $621.5K | 0.38% | 00.0% | Unchanged |
| Factorial Partners, LLC | 1,800 | $621.5K | 0.43% | +1,800 | New |
| KG&L Capital Management,LLC | 1,806 | $623.6K | 0.17% | +1,806 | New |
| LS Investment Advisors, LLC | 1,810 | $625.0K | 0.09% | +400+28.4% | Added |
| CLG LLC | 1,810 | $625.1K | 0.17% | +155+9.4% | Added |
| Coco Enterprises, LLC | 1,821 | $625.5K | 0.33% | +82+4.7% | Added |
| Certified Advisory Corp | 1,812 | $625.5K | 0.06% | +74+4.3% | Added |
| BridgePort Financial Solutions, LLC | 1,817 | $627.6K | 0.17% | +148+8.9% | Added |
| Lansing Street Advisors | 1,826 | $630.4K | 0.17% | +1,055+136.8% | Added |
| Foundation Wealth Management, LLC | 1,830 | $631.7K | 0.24% | +33+1.8% | Added |
| My Personal CFO, LLC | 1,830 | $631.7K | 0.24% | +76+4.3% | Added |
| PUREfi Wealth, LLC | 1,830 | $632.0K | 0.49% | +177+10.7% | Added |
| Thrive Wealth Management, LLC | 1,831 | $632.2K | 0.10% | −215−10.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,831 | $632.2K | 0.00% | 00.0% | Unchanged |
| Virtue Asset Management LLC | 1,833 | $632.9K | 0.52% | +1,833 | New |
| MBL Wealth, LLC | 1,833 | $632.9K | 0.06% | −1,327−42.0% | Reduced |
| Means Investment Co., Inc. | 1,833 | $633.1K | 0.05% | −2,488−57.6% | Reduced |
| Syntegra Private Wealth Group, LLC | 1,836 | $634.1K | 0.06% | +125+7.3% | Added |
| Flaharty Asset Management, LLC | 1,838 | $634.7K | 0.08% | +480+35.3% | Added |
| B.O.S.S. Retirement Advisors, LLC | 1,842 | $636.0K | 0.15% | −67−3.5% | Reduced |
| Bank of Stockton | 1,846 | $637.4K | 0.18% | −451−19.6% | Reduced |
| Copley Financial Group, Inc. | 1,849 | $638.5K | 0.44% | +485+35.6% | Added |
| Lauer Wealth, LLC | 1,771 | $639.6K | 0.47% | +569+47.3% | Added |
| Granite Harbor Advisors, Inc. | 1,854 | $640.1K | 0.27% | +79+4.5% | Added |
| Asset Planning,Inc | 1,859 | $641.9K | 0.46% | −41−2.2% | Reduced |
| New Republic Capital, LLC | 1,863 | $643.3K | 0.20% | +199+12.0% | Added |
| LRI Investments, LLC | 18,527 | $644.5K | 0.05% | +233+1.3% | Added |
| Jackson Thornton Asset Management, LLC | 1,746 | $645.9K | 0.07% | +607+53.3% | Added |
| Smart Portfolios, LLC | 1,872 | $646.4K | 0.62% | −50−2.6% | Reduced |