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 |
|---|---|---|---|---|---|
| Trueblood Wealth Management, LLC | 2,869 | $990.8K | 0.39% | −62−2.1% | Reduced |
| Columbia Asset Management | 2,875 | $992.7K | 0.19% | +2,875 | New |
| Prentice Wealth Management LLC | 2,880 | $994.3K | 0.25% | +250+9.5% | Added |
| EPG Wealth Management LLC | 2,884 | $995.8K | 0.27% | +494+20.7% | Added |
| DF Dent & Co Inc | 2,896 | $1.00M | 0.01% | −1,398−32.6% | Reduced |
| Sym Financial Corp | 2,897 | $1.00M | 0.11% | −418−12.6% | Reduced |
| KLCM Advisors, Inc. | 2,907 | $1.00M | 0.10% | −270−8.5% | Reduced |
| Pettee Investors, Inc. | 2,908 | $1.00M | 0.55% | −286−9.0% | Reduced |
| XTX Topco Ltd | 2,909 | $1.00M | 0.05% | −6,686−69.7% | Reduced |
| Gitterman Wealth Management, LLC | 2,909 | $1.00M | 0.23% | +323+12.5% | Added |
| Riverpark Capital Management LLC | 2,913 | $1.01M | 1.82% | −47−1.6% | Reduced |
| Victory Financial Group, LLC | 2,914 | $1.01M | 0.14% | −1,498−34.0% | Reduced |
| Counterweight Ventures, LLC | 2,921 | $1.01M | 0.59% | −2,889−49.7% | Reduced |
| West Paces Advisors Inc. | 2,921 | $1.01M | 0.20% | +852+41.2% | Added |
| Gamco Investors, Inc. Et Al | 2,923 | $1.01M | 0.01% | +117+4.2% | Added |
| Weaver Capital Management LLC | 2,927 | $1.01M | 0.22% | −1,448−33.1% | Reduced |
| Atlantic Trust, LLC | 2,927 | $1.01M | 0.17% | −7,652−72.3% | Reduced |
| Richards, Merrill & Peterson, Inc. | 2,937 | $1.01M | 0.44% | −74−2.5% | Reduced |
| Dean Investment Associates, LLC | 2,937 | $1.01M | 0.14% | −48−1.6% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,941 | $1.02M | 0.06% | −8−0.3% | Reduced |
| Keebeck Wealth Management, LLC | 2,948 | $1.02M | 0.12% | −149−4.8% | Reduced |
| Cypress Advisory Group LLC | 2,974 | $1.03M | 0.76% | 00.0% | Unchanged |
| Key Financial Inc | 2,957 | $1.03M | 0.19% | −751−20.3% | Reduced |
| E&G Advisors, LP | 2,983 | $1.03M | 0.24% | +50+1.7% | Added |
| Saxon Interests, Inc. | 3,330 | $1.03M | 0.40% | −236−6.6% | Reduced |
| Stableford Capital II LLC | 2,993 | $1.03M | 0.37% | +17+0.6% | Added |
| X-Square Capital, LLC | 3,000 | $1.04M | 0.32% | +3,000 | New |
| BAM Wealth Management, LLC | 3,014 | $1.04M | 0.81% | +3,014 | New |
| Financial Advisory Service, Inc. | 3,017 | $1.04M | 0.07% | +102+3.5% | Added |
| Continuum Advisory, LLC | 3,020 | $1.04M | 0.11% | −1,093−26.6% | Reduced |
| Activest Wealth Management | 3,026 | $1.04M | 0.21% | +1,782+143.2% | Added |
| Tolleson Wealth Management, Inc. | 3,029 | $1.05M | 0.16% | +87+3.0% | Added |
| Baader Bank INC | 3,889 | $1.05M | 0.09% | +2,204+130.8% | Added |
| Archford Capital Strategies, LLC | 3,039 | $1.05M | 0.12% | −1,068−26.0% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 2,918 | $1.05M | 0.79% | +714+32.4% | Added |
| Guerra Advisors Inc | 3,066 | $1.06M | 0.39% | +3,066 | New |
| Comprehensive Financial Management LLC | 3,074 | $1.06M | 0.03% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 3,064 | $1.06M | 0.04% | +3,026+7,963.2% | Added |
| Aspiriant, LLC | 3,076 | $1.06M | 0.03% | −285−8.5% | Reduced |
| Buckley Wealth Management, LLC | 3,081 | $1.06M | 0.29% | −267−8.0% | Reduced |
| Allred Capital Management, LLC | 3,090 | $1.07M | 0.37% | +225+7.9% | Added |
| Laraway Financial Inc | 3,096 | $1.07M | 0.73% | +163+5.6% | Added |
| Ingalls & Snyder LLC | 3,095 | $1.07M | 0.04% | +38+1.2% | Added |
| Tower Bridge Advisors | 3,096 | $1.07M | 0.11% | −20,352−86.8% | Reduced |
| Abel Hall, LLC | 3,098 | $1.07M | 0.43% | +145+4.9% | Added |
| Trust Investment Advisors | 3,118 | $1.08M | 0.61% | −102−3.2% | Reduced |
| Transcend Wealth Collective, LLC | 3,127 | $1.08M | 0.08% | −224−6.7% | Reduced |
| Stokes Family Office, LLC | 3,133 | $1.08M | 0.10% | −507−13.9% | Reduced |
| Boyd Watterson Asset Management LLC | 3,145 | $1.09M | 0.32% | +2,931+1,369.6% | Added |
| Wrapmanager Inc | 3,145 | $1.09M | 0.33% | −707−18.4% | Reduced |
| Pennington Partners & Co., LLC | 3,159 | $1.09M | 0.52% | +3,159 | New |
| Wealth Alliance | 3,169 | $1.09M | 0.11% | −889−21.9% | Reduced |
| Culbertson A N & Co Inc | 3,175 | $1.10M | 0.16% | −3,323−51.1% | Reduced |
| Twelve Points Wealth Management LLC | 3,176 | $1.10M | 0.27% | +213+7.2% | Added |
| Scientech Research LLC | 3,187 | $1.10M | 0.38% | +3,187 | New |
| Gordian Capital Singapore Pte Ltd | 3,200 | $1.10M | 1.49% | +3,200 | New |
| Advisors Preferred, LLC | 3,200 | $1.11M | 0.16% | 00.0% | Unchanged |
| Welch & Forbes LLC | 3,228 | $1.11M | 0.01% | −134−4.0% | Reduced |
| Cache Advisors, LLC | 3,235 | $1.12M | 0.19% | +1,700+110.7% | Added |
| Evernest Financial Advisors, LLC | 3,240 | $1.12M | 0.31% | −234−6.7% | Reduced |
| Baldwin Investment Management, LLC | 3,249 | $1.12M | 0.13% | −540−14.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,249 | $1.12M | 0.07% | −85−2.5% | Reduced |
| FourThought Financial Partners, LLC | 3,255 | $1.12M | 0.10% | +556+20.6% | Added |
| Invesco, LLC | 3,262 | $1.13M | 0.38% | +213+7.0% | Added |
| Institute for Wealth Management, LLC. | 3,264 | $1.13M | 0.12% | +284+9.5% | Added |
| WBI Investments | 3,264 | $1.13M | 0.29% | +555+20.5% | Added |
| Apella Capital, LLC | 3,167 | $1.13M | 0.03% | +1,434+82.7% | Added |
| Paladin Wealth, LLC | 3,281 | $1.13M | 0.82% | +64+2.0% | Added |
| Grove Bank & Trust | 3,285 | $1.13M | 0.13% | −152−4.4% | Reduced |
| Emprise Bank | 3,288 | $1.14M | 0.49% | −134−3.9% | Reduced |
| Nilsine Partners, LLC | 3,293 | $1.14M | 0.10% | +398+13.7% | Added |
| Diversified Enterprises, LLC | 3,296 | $1.14M | 0.08% | −650−16.5% | Reduced |
| CSU Producer Resources, Inc. | 3,300 | $1.14M | 3.37% | 00.0% | Unchanged |
| Versor Investments LP | 3,300 | $1.14M | 0.21% | +2,099+174.8% | Added |
| Brookwood Investment Group LLC | 3,316 | $1.15M | 0.15% | +823+33.0% | Added |
| Ascent Wealth Partners, LLC | 3,317 | $1.15M | 0.13% | −10.0% | Reduced |
| Colonial River Wealth Management, LLC | 3,337 | $1.15M | 0.43% | +60+1.8% | Added |
| New Insight Wealth Advisors | 3,339 | $1.15M | 0.43% | +2,525+310.2% | Added |
| Parsons Capital Management Inc | 3,348 | $1.16M | 0.07% | −497−12.9% | Reduced |
| MSH Capital Advisors LLC | 3,363 | $1.16M | 0.31% | +131+4.1% | Added |
| Congress Park Capital LLC | 3,375 | $1.17M | 0.36% | +275+8.9% | Added |
| Avidian Wealth Solutions, LLC | 3,375 | $1.17M | 0.04% | +1,639+94.4% | Added |
| Defined Wealth Management, LLC | 3,376 | $1.17M | 0.68% | +7+0.2% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 3,385 | $1.17M | 0.40% | −637−15.8% | Reduced |
| Main Street Financial Solutions, LLC | 3,387 | $1.17M | 0.08% | +841+33.0% | Added |
| Lee Financial Co | 3,390 | $1.17M | 0.15% | +3,390 | New |
| Beaumont Financial Advisors, LLC | 3,391 | $1.17M | 0.08% | −467−12.1% | Reduced |
| Calton & Associates, Inc. | 3,395 | $1.17M | 0.18% | +862+34.0% | Added |
| NBC Securities, Inc. | 3,398 | $1.17M | 0.09% | −2,875−45.8% | Reduced |
| ZWJ Investment Counsel Inc | 3,410 | $1.18M | 0.04% | +140+4.3% | Added |
| Goepper Burkhardt LLC | 3,412 | $1.18M | 0.40% | −255−7.0% | Reduced |
| Pictet North America Advisors SA | 3,419 | $1.18M | 0.11% | −2,711−44.2% | Reduced |
| Enclave Advisors LLC | 3,419 | $1.18M | 0.18% | +120+3.6% | Added |
| BKD Wealth Advisors, LLC | 3,422 | $1.18M | 0.02% | +577+20.3% | Added |
| Transamerica Financial Advisors, Inc. | 3,436 | $1.19M | 0.10% | −103−2.9% | Reduced |
| HHM Wealth Advisors, LLC | 3,437 | $1.19M | 0.14% | +226+7.0% | Added |
| Fiduciary Group LLC | 3,460 | $1.19M | 0.10% | −154−4.3% | Reduced |
| Texas Yale Capital Corp. | 3,472 | $1.20M | 0.04% | −3,115−47.3% | Reduced |
| Ellevest, Inc. | 3,478 | $1.20M | 0.17% | +182+5.5% | Added |
| Easterly Investment Partners LLC | 3,479 | $1.20M | 0.08% | −3,358−49.1% | Reduced |