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 |
|---|---|---|---|---|---|
| Capital Markets Trading UK LLP | 1,874 | $647.0K | 0.66% | +1,874 | New |
| Ames National Corp | 1,879 | $648.8K | 0.39% | −295−13.6% | Reduced |
| White Lighthouse Investment Management Inc. | 1,879 | $648.8K | 0.10% | −10−0.5% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 1,884 | $650.4K | 0.22% | +417+28.4% | Added |
| Synergy Investment Management, LLC | 1,886 | $651.1K | 0.25% | +132+7.5% | Added |
| Financial Network Wealth Management LLC | 2,030 | $652.0K | 0.20% | +2,030 | New |
| a16z Perennial Management, L.P. | 1,889 | $652.3K | 0.05% | +1,889 | New |
| First Bank & Trust | 1,892 | $653.3K | 0.11% | +539+39.8% | Added |
| Creekmur Asset Management LLC | 1,893 | $653.6K | 0.11% | −839−30.7% | Reduced |
| Lingohr & Partner Asset Management GmbH | 1,900 | $656.0K | 1.15% | +1,900 | New |
| Opinicus Capital, Inc. | 1,906 | $658.3K | 0.46% | −1,354−41.5% | Reduced |
| Ambassador Advisors, LLC | 1,907 | $658.6K | 0.10% | −719−27.4% | Reduced |
| Gratus Wealth Advisors, LLC | 1,909 | $659.2K | 0.09% | −139−6.8% | Reduced |
| Keb Asset Management, LLC | 1,912 | $660.1K | 0.15% | +3+0.2% | Added |
| Acorns Advisers, LLC | 1,915 | $661.0K | 0.01% | +741+63.1% | Added |
| Sawgrass Asset Management LLC | 1,915 | $661.3K | 0.08% | −670−25.9% | Reduced |
| Presidio Capital Management, LLC | 1,915 | $661.3K | 0.23% | +168+9.6% | Added |
| Sunflower Bank, N.A. | 1,916 | $661.6K | 0.16% | +28+1.5% | Added |
| 111 Capital | 1,917 | $661.9K | 0.13% | +1,917 | New |
| Pinnacle Bancorp, Inc. | 1,918 | $662.3K | 0.20% | −425−18.1% | Reduced |
| Prasad Wealth Partners, LLC | 1,918 | $662.4K | 0.18% | +1,918 | New |
| CenterStar Asset Management, LLC | 1,920 | $662.6K | 1.26% | +1,920 | New |
| Parisi Gray Wealth Management | 1,919 | $662.7K | 0.17% | −3,657−65.6% | Reduced |
| Diamant Asset Management, Inc. | 1,920 | $663.0K | 0.49% | −150−7.2% | Reduced |
| Twin Focus Capital Partners, LLC | 1,925 | $664.7K | 0.08% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,925 | $664.8K | 0.08% | −409−17.5% | Reduced |
| 1st Source Bank | 1,928 | $665.7K | 0.04% | +33+1.7% | Added |
| Baron Wealth Management LLC | 1,928 | $665.8K | 0.22% | +915+90.3% | Added |
| WealthTrust Axiom LLC | 1,929 | $666.1K | 0.18% | −30−1.5% | Reduced |
| Landing Point Financial Group, LLC | 1,930 | $666.3K | 0.35% | +48+2.6% | Added |
| K.J. Harrison & Partners Inc | 1,884 | $666.4K | 0.10% | −40−2.1% | Reduced |
| FSB Premier Wealth Management, Inc. | 1,933 | $667.4K | 0.22% | −12−0.6% | Reduced |
| Beacon Investment Advisory Services, Inc. | 1,938 | $669.2K | 0.03% | −18,239−90.4% | Reduced |
| Peak Asset Management, LLC | 1,942 | $670.6K | 0.12% | −3,152−61.9% | Reduced |
| Florida Financial Advisors, LLC | 1,945 | $672.2K | 0.21% | −205−9.5% | Reduced |
| Breakwater Capital Group | 1,951 | $673.7K | 0.10% | −402−17.1% | Reduced |
| Continuum Wealth Advisors, LLC | 1,961 | $677.1K | 0.29% | +1,230+168.3% | Added |
| Wealthstream Advisors, Inc. | 1,962 | $677.3K | 0.10% | +35+1.8% | Added |
| Waddell & Associates, LLC | 1,964 | $678.3K | 0.06% | +293+17.5% | Added |
| Camden National Bank | 1,965 | $678.5K | 0.09% | +248+14.4% | Added |
| Grant Private Wealth Management Inc | 1,970 | $680.2K | 0.42% | −3,568−64.4% | Reduced |
| Coastal Investment Advisors, Inc. | 1,974 | $681.6K | 0.23% | +498+33.7% | Added |
| Abacus Planning Group, Inc. | 1,981 | $684.0K | 0.09% | +131+7.1% | Added |
| Coastal Bridge Advisors, LLC | 1,985 | $685.2K | 0.05% | −3,318−62.6% | Reduced |
| Cruiser Capital Advisors, LLC | 2,000 | $690.6K | 0.69% | +2,000 | New |
| Unique Wealth Strategies, LLC | 2,003 | $691.5K | 0.27% | +163+8.9% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 2,004 | $692.1K | 0.18% | +35+1.8% | Added |
| Engineers Gate Manager LP | 2,006 | $692.7K | 0.01% | −24,299−92.4% | Reduced |
| Cascade Financial Partners, LLC | 2,008 | $693.3K | 0.08% | +1,200+148.5% | Added |
| JT Stratford LLC | 2,012 | $694.7K | 0.09% | +744+58.7% | Added |
| Secure Asset Management, LLC | 2,008 | $699.5K | 0.12% | −768−27.7% | Reduced |
| Sovran Advisors, LLC | 2,029 | $699.5K | 0.06% | +55+2.8% | Added |
| TFR Capital, LLC. | 2,027 | $699.9K | 0.23% | −4,463−68.8% | Reduced |
| Ardent Capital Management, Inc. | 2,027 | $699.9K | 0.30% | +2,027 | New |
| Navellier & Associates Inc | 2,035 | $702.7K | 0.07% | +433+27.0% | Added |
| Heck Capital Advisors, LLC | 2,036 | $703.0K | 0.05% | +177+9.5% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,039 | $704.1K | 0.08% | +319+18.5% | Added |
| Patrick M Sweeney & Associates, Inc | 2,040 | $704.6K | 0.46% | −60−2.9% | Reduced |
| Willner & Heller, LLC | 2,042 | $705.0K | 0.54% | −255−11.1% | Reduced |
| CNB Bank | 2,045 | $706.1K | 0.29% | −219−9.7% | Reduced |
| Echo Wealth Management, LLC | 2,045 | $706.1K | 0.41% | −171−7.7% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 2,045 | $706.1K | 0.41% | 00.0% | Unchanged |
| McLean Asset Management Corp | 1,968 | $706.2K | 0.15% | +21+1.1% | Added |
| Cape Ann Savings Bank | 2,047 | $706.8K | 0.38% | −1,592−43.7% | Reduced |
| Nations Financial Group Inc, | 2,047 | $707.0K | 0.04% | −64−3.0% | Reduced |
| Murphy & Mullick Capital Management Corp | 2,048 | $707.1K | 0.52% | +543+36.1% | Added |
| Midland Wealth Advisors LLC | 2,049 | $707.5K | 0.04% | +231+12.7% | Added |
| D.B. Root & Company, LLC | 2,050 | $707.9K | 0.18% | +356+21.0% | Added |
| Cornerstone Wealth Management, LLC | 2,055 | $709.7K | 0.04% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 2,057 | $710.3K | 0.92% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 2,058 | $710.5K | 0.18% | −14−0.7% | Reduced |
| Inspire Advisors, LLC | 2,059 | $711.0K | 0.07% | +219+11.9% | Added |
| Drive Wealth Management, LLC | 2,063 | $712.4K | 0.15% | −19−0.9% | Reduced |
| Vanguard Capital Wealth Advisors | 2,067 | $713.8K | 0.57% | +49+2.4% | Added |
| Provident Investment Management, Inc. | 2,068 | $714.1K | 0.06% | −924−30.9% | Reduced |
| Renasant Bank | 2,069 | $714.4K | 0.45% | −2,816−57.6% | Reduced |
| Wall Street Access Asset Management, LLC | 2,075 | $716.3K | 0.18% | −100−4.6% | Reduced |
| Congress Asset Management Co | 2,080 | $718.3K | 0.00% | −122−5.5% | Reduced |
| LPWM LLC | 2,081 | $718.4K | 0.19% | −145−6.5% | Reduced |
| Farmers Trust Co | 2,082 | $718.9K | 0.12% | −47−2.2% | Reduced |
| A4 Wealth Advisors LLC | 2,082 | $718.9K | 0.61% | +2,082 | New |
| CVA Family Office, LLC | 2,084 | $719.5K | 0.09% | +391+23.1% | Added |
| Aprio Wealth Management, LLC | 2,085 | $719.9K | 0.07% | +69+3.4% | Added |
| Nabity-Jensen Investment Management Inc | 2,085 | $720.0K | 0.50% | −363−14.8% | Reduced |
| Redhawk Wealth Advisors, Inc. | 2,085 | $720.1K | 0.08% | +273+15.1% | Added |
| Birch Financial Group, LLC | 2,087 | $720.8K | 0.42% | +584+38.9% | Added |
| Members Wealth LLC | 2,070 | $721.0K | 0.46% | +2,070 | New |
| Atlas Legacy Advisors, LLC | 2,093 | $722.7K | 0.14% | +946+82.5% | Added |
| Amplius Wealth Advisors, LLC | 2,097 | $724.0K | 0.06% | −2,007−48.9% | Reduced |
| Lumbard & Kellner, LLC | 2,098 | $724.4K | 0.27% | +98+4.9% | Added |
| United Community Bank | 2,100 | $725.1K | 0.22% | +129+6.5% | Added |
| Balentine LLC | 2,107 | $727.5K | 0.03% | +544+34.8% | Added |
| J.Safra Asset Management Corp | 2,116 | $730.6K | 0.04% | +149+7.6% | Added |
| Crux Wealth Advisors | 2,116 | $730.6K | 0.29% | +114+5.7% | Added |
| Wallace Capital Management Inc. | 2,119 | $731.7K | 0.09% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 2,122 | $732.7K | 0.14% | 00.0% | Unchanged |
| Weinberger Asset Management, Inc | 2,131 | $735.9K | 0.27% | +67+3.2% | Added |
| SFMG, LLC | 2,132 | $736.1K | 0.05% | +401+23.2% | Added |
| Tweedy, Browne Co LLC | 2,137 | $737.9K | 0.06% | +1,042+95.2% | Added |
| HCR Wealth Advisors | 2,087 | $738.4K | 0.08% | +10+0.5% | Added |