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 |
|---|---|---|---|---|---|
| BFSG, LLC | 2,139 | $738.6K | 0.07% | +108+5.3% | Added |
| First National Advisers, LLC | 2,142 | $739.6K | 0.10% | −1,730−44.7% | Reduced |
| Amica Retiree Medical Trust | 2,143 | $740.0K | 1.01% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 2,143 | $740.1K | 0.14% | +2,143 | New |
| QTR Family Wealth, LLC | 2,144 | $740.2K | 0.35% | +944+78.7% | Added |
| Essex Savings Bank | 2,151 | $742.7K | 0.17% | +76+3.7% | Added |
| Rossmore Private Capital | 2,153 | $743.5K | 0.08% | −2,948−57.8% | Reduced |
| Crews Bank & Trust | 2,156 | $744.5K | 0.11% | −115−5.1% | Reduced |
| Coign Capital Advisors LLC | 2,159 | $745.5K | 0.41% | +818+61.0% | Added |
| Westover Capital Advisors, LLC | 2,160 | $745.8K | 0.14% | −297−12.1% | Reduced |
| Wisconsin Wealth Advisors, LLC | 2,161 | $746.1K | 0.71% | +435+25.2% | Added |
| Intrua Financial, LLC | 2,162 | $746.6K | 0.09% | −477−18.1% | Reduced |
| Simmons Bank | 2,173 | $750.3K | 0.05% | +82+3.9% | Added |
| Fairscale Capital, LLC | 2,177 | $751.5K | 0.52% | −168−7.2% | Reduced |
| Impact Partnership Wealth, LLC | 2,178 | $752.0K | 0.11% | −2,443−52.9% | Reduced |
| Persium Advisors, LLC | 2,178 | $752.1K | 0.56% | +291+15.4% | Added |
| NCP Inc. | 2,181 | $753.2K | 0.56% | +1,205+123.5% | Added |
| Taylor Hoffman Capital Management LLC | 2,184 | $754.1K | 0.24% | 00.0% | Unchanged |
| Strategies Wealth Advisors, LLC | 2,186 | $754.8K | 0.08% | +1,060+94.1% | Added |
| Trust Co of the South | 2,190 | $756.2K | 0.13% | −299−12.0% | Reduced |
| Sanders Morris Harris LLC | 2,190 | $756.2K | 0.10% | +2,190 | New |
| Cyr Financial Inc. | 2,192 | $756.9K | 0.52% | +250+12.9% | Added |
| Evermay Wealth Management LLC | 2,195 | $757.9K | 0.09% | −34−1.5% | Reduced |
| Phillips Wealth Planners LLC | 2,118 | $759.9K | 0.63% | +360+20.5% | Added |
| Gsa Capital Partners LLP | 2,201 | $760.0K | 0.06% | −4,638−67.8% | Reduced |
| MJP Associates Inc | 2,208 | $762.4K | 0.10% | +515+30.4% | Added |
| Wilkins Investment Counsel Inc | 2,215 | $764.8K | 0.11% | −645−22.6% | Reduced |
| CoreFirst Bank & Trust | 2,219 | $766.2K | 0.41% | 00.0% | Unchanged |
| Romano Brothers and Company | 2,220 | $766.6K | 0.09% | −376−14.5% | Reduced |
| Vista Cima Wealth Management LLC | 2,225 | $768.3K | 0.64% | +2,225 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,133 | $768.8K | 0.01% | +1,298+155.4% | Added |
| Spinnaker Investment Group, LLC | 2,232 | $770.6K | 0.14% | +1,528+217.0% | Added |
| Apeiron RIA LLC | 2,155 | $772.8K | 0.17% | −635−22.8% | Reduced |
| Ameriflex Group, Inc. | 2,238 | $772.9K | 0.29% | +300+15.5% | Added |
| Sovereign Financial Group, Inc. | 2,244 | $775.0K | 0.15% | −5−0.2% | Reduced |
| EMC Capital Management | 2,250 | $777.0K | 0.37% | +2,250 | New |
| SC&H Financial Advisors, Inc. | 2,250 | $777.0K | 0.13% | −17−0.7% | Reduced |
| Financial Security Advisor, Inc. | 2,256 | $778.9K | 0.17% | −467−17.2% | Reduced |
| American State Bank (Iowa) | 2,258 | $779.7K | 0.40% | +342+17.8% | Added |
| Retirement Planning Group | 2,259 | $780.2K | 0.03% | +2,259 | New |
| City State Bank | 2,262 | $781.1K | 0.23% | +292+14.8% | Added |
| Medallion Wealth Advisors, LLC | 2,271 | $784.1K | 0.28% | +8+0.4% | Added |
| Smith, Moore & Co. | 2,271 | $784.3K | 0.06% | −97−4.1% | Reduced |
| Wilson & Boucher Capital Management, LLC | 2,273 | $784.9K | 0.52% | −437−16.1% | Reduced |
| Harbor Group, Inc. | 2,276 | $786.0K | 0.13% | +12+0.5% | Added |
| AA Financial Advisors, LLC | 2,279 | $787.0K | 0.15% | +74+3.4% | Added |
| Tiemann Investment Advisors, LLC | 2,282 | $788.2K | 0.30% | −111−4.6% | Reduced |
| N.E.W. Advisory Services LLC | 2,293 | $791.7K | 0.07% | +895+64.0% | Added |
| Armstrong Advisory Group, Inc | 2,295 | $792.5K | 0.06% | −90−3.8% | Reduced |
| Lakeshore Capital Group, Inc. | 2,297 | $793.2K | 0.64% | +25+1.1% | Added |
| First American Trust, FSB | 2,299 | $793.8K | 0.06% | +488+26.9% | Added |
| Connective Portfolio Management, LLC | 2,300 | $793.9K | 1.40% | +2,300 | New |
| Cornerstone Wealth Advisors, Inc. | 2,300 | $794.4K | 0.19% | −60−2.5% | Reduced |
| SGL Investment Advisors, Inc. | 2,382 | $795.1K | 0.33% | +1,726+263.1% | Added |
| Forefront Wealth Partners, LLC | 2,306 | $796.3K | 0.20% | +1,192+107.0% | Added |
| Aigen Investment Management, LP | 2,313 | $798.7K | 0.12% | −228−9.0% | Reduced |
| Roberts Capital Advisors, LLC | 2,314 | $799.0K | 0.89% | +2,314 | New |
| Full Sail Capital, LLC | 2,314 | $799.0K | 0.04% | +615+36.2% | Added |
| Bigelow Investment Advisors, LLC | 2,315 | $799.4K | 0.32% | −1,561−40.3% | Reduced |
| True North Advisors, LLC | 2,322 | $801.9K | 0.13% | +594+34.4% | Added |
| Canandaigua National Bank & Trust Co | 2,324 | $802.5K | 0.07% | −153−6.2% | Reduced |
| Cim Investment Mangement Inc | 2,325 | $802.8K | 0.22% | −25−1.1% | Reduced |
| Whalen Wealth Management Inc. | 2,325 | $802.8K | 0.47% | +936+67.4% | Added |
| OneAscent Family Office, LLC | 2,325 | $802.8K | 0.65% | +2,325 | New |
| 3Chopt Investment Partners, LLC | 2,336 | $806.6K | 0.18% | +714+44.0% | Added |
| MCF Advisors LLC | 2,338 | $807.4K | 0.05% | +26+1.1% | Added |
| KFG Wealth Management, LLC | 2,342 | $808.7K | 0.12% | −378−13.9% | Reduced |
| Cardiff Park Advisors, LLC | 2,344 | $809.5K | 0.06% | −200−7.9% | Reduced |
| Consilium Wealth Advisory, LLC | 2,348 | $810.8K | 0.31% | −270−10.3% | Reduced |
| TCM Advisors, LLC | – | $811.1K | 0.69% | – | – |
| Bollard Group LLC | 2,352 | $812.0K | 0.02% | +15+0.6% | Added |
| Boreal Capital Management LLC | 2,359 | $814.6K | 0.66% | +19+0.8% | Added |
| Vivaldi Capital Management, LLC | 2,362 | $815.4K | 0.12% | −34−1.4% | Reduced |
| Golden State Equity Partners | 2,369 | $818.2K | 0.14% | +293+14.1% | Added |
| Element Pointe Advisors, LLC | 2,375 | $820.1K | 0.17% | +224+10.4% | Added |
| Convergence Investment Partners, LLC | 2,377 | $820.8K | 0.18% | +680+40.1% | Added |
| Coastwise Capital Group, LLC | 2,377 | $820.8K | 0.58% | +1,042+78.1% | Added |
| CoreCap Advisors, LLC | 2,378 | $821.2K | 0.03% | +283+13.5% | Added |
| Spirepoint Private Client, LLC | 2,379 | $821.5K | 0.09% | −1,218−33.9% | Reduced |
| Integrated Investment Consultants, LLC | 2,392 | $826.0K | 0.14% | +113+5.0% | Added |
| George Kaiser Family Foundation | 2,395 | $827.0K | 0.12% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 2,395 | $827.1K | 0.37% | +284+13.5% | Added |
| Hardy Reed LLC | 2,396 | $827.3K | 0.06% | −3,537−59.6% | Reduced |
| Riverwater Partners LLC | 2,413 | $833.2K | 0.35% | +441+22.4% | Added |
| Cornercap Investment Counsel Inc | 2,417 | $834.6K | 0.42% | −40−1.6% | Reduced |
| Quotient Wealth Partners, LLC | 2,422 | $836.4K | 0.02% | +22+0.9% | Added |
| Compagnie Lombard Odier SCmA | 2,423 | $836.7K | 0.01% | +787+48.1% | Added |
| IPG Investment Advisors LLC | 2,429 | $838.7K | 0.15% | +2,429 | New |
| Uncommon Cents Investing LLC | 2,440 | $842.5K | 0.21% | +45+1.9% | Added |
| LVM Capital Management Ltd | 2,440 | $843.0K | 0.08% | −307−11.2% | Reduced |
| Alpha Financial Advisors, LLC | 2,443 | $843.6K | 0.30% | −116−4.5% | Reduced |
| Childress Capital Advisors, LLC | 2,444 | $843.8K | 0.15% | +767+45.7% | Added |
| Prosperity Financial Group, Inc. | 2,445 | $844.3K | 0.31% | +173+7.6% | Added |
| Silver Oak Securities, Inc | 2,448 | $845.3K | 0.06% | +729+42.4% | Added |
| CRA Financial Services, LLC | 2,449 | $845.6K | 0.12% | −414−14.5% | Reduced |
| Parcion Private Wealth LLC | 2,452 | $846.7K | 0.05% | +1,149+88.2% | Added |
| Topsail Wealth Management, LLC | 2,453 | $847.0K | 0.14% | +172+7.5% | Added |
| Versant Capital Management, Inc | 2,456 | $848.1K | 0.12% | +1,441+142.0% | Added |
| Resolute Wealth Strategies, LLC | 2,458 | $848.8K | 0.39% | +197+8.7% | Added |
| Legacy Capital Wealth Partners, LLC | 2,462 | $850.1K | 0.18% | −1,099−30.9% | Reduced |