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 |
|---|---|---|---|---|---|
| Berkeley Capital Partners, LLC | 2,465 | $851.1K | 0.20% | +407+19.8% | Added |
| Jackson, Grant Investment Advisers, Inc. | 2,467 | $852.0K | 0.28% | +1,006+68.9% | Added |
| Onefund, LLC | 2,473 | $853.9K | 0.55% | +15+0.6% | Added |
| Alpha Family Trust | 2,475 | $854.6K | 0.40% | +900+57.1% | Added |
| Sentry Investment Management LLC | 2,315 | $856.0K | 0.57% | −1,855−44.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 2,489 | $859.3K | 0.02% | −58−2.3% | Reduced |
| California First Leasing Corp | 2,489 | $859.5K | 0.31% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 2,492 | $860.0K | 0.21% | +2,492 | New |
| Natural Investments, LLC | 2,497 | $862.0K | 0.21% | −17−0.7% | Reduced |
| Patton Albertson Miller Group, LLC | 2,500 | $863.3K | 0.10% | −390−13.5% | Reduced |
| RBA Wealth Management, LLC | 2,501 | $863.7K | 0.30% | −801−24.3% | Reduced |
| Warren Street Wealth Advisors, LLC | 2,502 | $863.9K | 0.26% | +2,502 | New |
| Morris Retirement Advisors, LLC | 2,503 | $864.3K | 0.38% | −162−6.1% | Reduced |
| Paulson Wealth Management Inc. | 2,504 | $864.6K | 0.20% | −205−7.6% | Reduced |
| Everett Harris & Co | 2,513 | $867.7K | 0.01% | −64−2.5% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,540 | $877.1K | 0.05% | −83−3.2% | Reduced |
| RKL Wealth Management LLC | 2,541 | $877.4K | 0.07% | −262−9.3% | Reduced |
| Huntleigh Advisors, Inc. | 2,542 | $877.6K | 0.15% | −6,158−70.8% | Reduced |
| SeaCrest Wealth Management, LLC | 2,373 | $877.8K | 0.09% | +7+0.3% | Added |
| Empirical Asset Management, LLC | 5,901 | $881.9K | 0.24% | +3,465+142.2% | Added |
| Pictet Bank & Trust Ltd | 2,555 | $882.2K | 1.06% | 00.0% | Unchanged |
| American Money Management, LLC | 2,557 | $882.8K | 0.15% | −177−6.5% | Reduced |
| HF Advisory Group, LLC | 2,558 | $883.3K | 0.32% | +866+51.2% | Added |
| Nicolet Bankshares Inc | 2,559 | $883.6K | 0.14% | +208+8.8% | Added |
| Fundamentun, LLC | 2,562 | $884.9K | 0.04% | −10,501−80.4% | Reduced |
| Sunpointe, LLC | 2,568 | $886.7K | 0.32% | −254−9.0% | Reduced |
| RB Capital Management, LLC | 2,573 | $888.4K | 0.19% | −2,011−43.9% | Reduced |
| CFO4Life Group, LLC | 2,589 | $894.1K | 0.13% | +211+8.9% | Added |
| Ironwood Investment Counsel, LLC | 2,589 | $894.1K | 0.13% | −412−13.7% | Reduced |
| Advisory Research Inc | 2,594 | $895.8K | 0.12% | −21,449−89.2% | Reduced |
| AXA S.A. | 2,595 | $896.1K | 0.45% | −290,581−99.1% | Reduced |
| Cassia Capital Partners, LLC | 2,595 | $896.1K | 0.49% | +501+23.9% | Added |
| Quadcap Wealth Management, LLC | 2,600 | $897.7K | 0.11% | −1,229−32.1% | Reduced |
| RiverFront Investment Group, LLC | 2,602 | $898.5K | 0.02% | +46+1.8% | Added |
| Gateway Wealth Partners, LLC | 2,603 | $898.7K | 0.12% | +561+27.5% | Added |
| Park Place Capital Corp | 2,603 | $898.8K | 0.19% | −549−17.4% | Reduced |
| FSM Wealth Advisors, LLC | 2,605 | $899.5K | 0.13% | +1,562+149.8% | Added |
| Beacon Financial Group | 2,613 | $902.2K | 0.09% | −33−1.2% | Reduced |
| Tudor Investment Corp Et Al | 2,614 | $902.6K | 0.01% | −43,941−94.4% | Reduced |
| Cornerstone Advisory, LLC | 2,619 | $904.2K | 0.09% | +19+0.7% | Added |
| Meadow Creek Wealth Advisors LLC | 2,541 | $906.1K | 0.60% | +204+8.7% | Added |
| Oak Hill Wealth Advisors, LLC | 2,630 | $908.0K | 0.17% | −100−3.7% | Reduced |
| Duncker Streett & Co Inc | 2,637 | $910.6K | 0.16% | −8,324−75.9% | Reduced |
| Todd Asset Management LLC | 2,641 | $911.9K | 0.02% | 00.0% | Unchanged |
| Trust Point Inc. | 2,642 | $912.3K | 0.07% | −978−27.0% | Reduced |
| Garrison Point Advisors, LLC | 2,651 | $915.4K | 0.38% | −80−2.9% | Reduced |
| Elevated Capital Advisors, LLC | 2,655 | $916.8K | 0.23% | +1,469+123.9% | Added |
| Prestige Wealth Management Group LLC | 2,657 | $917.6K | 0.18% | −414−13.5% | Reduced |
| Barlow Wealth Partners, Inc. | 2,547 | $920.7K | 0.10% | −23,852−90.4% | Reduced |
| Rooted Wealth Advisors, Inc. | 2,557 | $920.9K | 0.28% | +667+35.3% | Added |
| Sapient Capital LLC | 2,668 | $920.9K | 0.01% | −2,654−49.9% | Reduced |
| Angeles Wealth Management, LLC | 2,670 | $922.0K | 0.06% | +1,587+146.5% | Added |
| Bradyco, Inc. | 2,673 | $923.0K | 1.05% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 2,675 | $923.7K | 0.28% | +1,629+155.7% | Added |
| BancorpSouth Bank | 2,676 | $924.4K | 0.06% | +29+1.1% | Added |
| KW Wealth Management LLC | 2,677 | $924.5K | 1.58% | +2,677 | New |
| EdgeRock Capital LLC | 2,677 | $924.5K | 0.26% | +203+8.2% | Added |
| Glen Eagle Advisors, LLC | 2,679 | $925.1K | 0.13% | −223−7.7% | Reduced |
| Brand Asset Management Group, Inc. | 2,683 | $926.3K | 0.26% | −4−0.1% | Reduced |
| Eads & Heald Wealth Management | 2,690 | $929.0K | 0.44% | −956−26.2% | Reduced |
| Caption Management, LLC | 2,700 | $932.3K | 0.05% | +2,700 | New |
| Landscape Capital Management, L.L.C. | 2,706 | $934.4K | 0.06% | −3,721−57.9% | Reduced |
| Tang Capital Management LLC | 2,721 | $939.5K | 0.04% | 00.0% | Unchanged |
| PFW Advisors LLC | 2,722 | $939.9K | 0.28% | +408+17.6% | Added |
| Financial Sense Advisors, Inc. | 2,728 | $942.0K | 0.17% | +2,728 | New |
| AXS Investments LLC | 2,741 | $946.5K | 0.30% | +910+49.7% | Added |
| Chatham Capital Group, Inc. | 2,742 | $946.8K | 0.14% | −8,530−75.7% | Reduced |
| Austin Private Wealth, LLC | 2,759 | $952.6K | 0.07% | +258+10.3% | Added |
| World Equity Group, Inc. | 2,755 | $954.1K | 0.22% | +2,755 | New |
| West Michigan Advisors, LLC | 2,765 | $954.9K | 0.23% | +578+26.4% | Added |
| LJI Wealth Management, LLC | 2,766 | $955.3K | 0.17% | +691+33.3% | Added |
| Bank of Hawaii | 2,772 | $957.2K | 0.05% | +26+0.9% | Added |
| Sompo Asset Management Co., Ltd. | 2,780 | $959.9K | 0.17% | +270+10.8% | Added |
| Syverson Strege & Co | 2,783 | $960.8K | 0.23% | −122−4.2% | Reduced |
| Cobblestone Capital Advisors LLC | 2,785 | $961.7K | 0.05% | −395−12.4% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 2,786 | $962.0K | 0.24% | +79+2.9% | Added |
| Hartford Funds Management Co LLC | 2,784 | $962.0K | 0.08% | −11−0.4% | Reduced |
| Gladius Capital Management LP | 2,793 | $964.4K | 1.90% | +2,216+384.1% | Added |
| Patron Partners Advisors, LLC | 2,794 | $964.8K | 0.44% | +211+8.2% | Added |
| Sageworth Trust Co | 2,806 | $968.9K | 0.05% | +2,806 | New |
| Cravens & Co Advisors, LLC | 2,807 | $969.3K | 0.66% | +2,807 | New |
| Centurion Wealth Management LLC | 2,808 | $969.6K | 0.22% | +940+50.3% | Added |
| Meritage Portfolio Management | 2,811 | $970.6K | 0.06% | −115−3.9% | Reduced |
| SNS Financial Group, LLC | 2,816 | $972.4K | 0.08% | −57−2.0% | Reduced |
| Grandview Asset Management LLC | 2,822 | $974.2K | 0.27% | +1,784+171.9% | Added |
| Burford Brothers, Inc. | 2,823 | $974.7K | 0.42% | −216−7.1% | Reduced |
| EFG Asset Management (Americas) Corp. | 2,826 | $975.9K | 0.17% | −263−8.5% | Reduced |
| Vectors Research Management, LLC | 2,831 | $977.5K | 0.31% | 00.0% | Unchanged |
| TLWM | 2,836 | $979.3K | 0.18% | +159+5.9% | Added |
| Abundance Wealth Counselors | 2,840 | $980.7K | 0.17% | +268+10.4% | Added |
| Camelot Portfolios, LLC | 2,843 | $981.8K | 0.58% | +431+17.9% | Added |
| Independent Investors Inc | 2,845 | $982.4K | 0.19% | −100−3.4% | Reduced |
| Precedent Wealth Partners, LLC | 2,846 | $982.6K | 0.22% | −299−9.5% | Reduced |
| Advyzon Investment Management, LLC | 2,847 | $983.0K | 0.17% | −829−22.6% | Reduced |
| Monte Financial Group, LLC | 2,848 | $983.4K | 0.36% | −1,722−37.7% | Reduced |
| Clarius Group, LLC | 2,857 | $986.4K | 0.06% | −2,918−50.5% | Reduced |
| Lebenthal Global Advisors, LLC | 2,857 | $986.6K | 0.17% | +2,857 | New |
| BOK Financial Private Wealth, Inc. | 2,861 | $987.9K | 0.06% | −2,755−49.1% | Reduced |
| Westbourne Investment Advisors, Inc. | 2,868 | $990.3K | 0.28% | −535−15.7% | Reduced |
| Mason & Associates Inc | 2,869 | $990.7K | 0.20% | +85+3.1% | Added |