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
- 3,168
- +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
- 1,322 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 |
|---|---|---|---|---|---|
| Ellis Investment Partners, LLC | 3,487 | $1.20M | 0.22% | −68−1.9% | Reduced |
| Johnson & White Wealth Management, LLC | 3,494 | $1.21M | 0.55% | +1,376+65.0% | Added |
| Quent Capital, LLC | 3,496 | $1.21M | 0.10% | −149−4.1% | Reduced |
| Lighthouse Investment Partners, LLC | 3,500 | $1.21M | 0.04% | +3,500 | New |
| Clarendon Private LLC | 3,501 | $1.21M | 1.10% | +1,099+45.8% | Added |
| Herold Advisors, Inc. | 3,501 | $1.21M | 0.28% | +446+14.6% | Added |
| LSV Asset Management | 3,500 | $1.21M | 0.00% | −60−1.7% | Reduced |
| Premier Path Wealth Partners, LLC | 3,509 | $1.21M | 0.16% | −415−10.6% | Reduced |
| US Asset Management LLC | 3,516 | $1.21M | 1.00% | −8−0.2% | Reduced |
| St. Johns Investment Management Company, LLC | 3,536 | $1.22M | 0.52% | −56−1.6% | Reduced |
| Legacy Financial Advisors, Inc. | 3,537 | $1.22M | 0.17% | +264+8.1% | Added |
| Semus Wealth Partners LLC | 3,544 | $1.22M | 0.69% | +528+17.5% | Added |
| MainStreet Investment Advisors LLC | 3,545 | $1.22M | 0.16% | −6,004−62.9% | Reduced |
| Resonant Capital Advisors, LLC | 3,565 | $1.23M | 0.07% | +937+35.7% | Added |
| Zullo Investment Group, Inc. | 3,565 | $1.23M | 0.46% | −419−10.5% | Reduced |
| Revolve Wealth Partners, LLC | 3,584 | $1.24M | 0.15% | +153+4.5% | Added |
| Silicon Valley Capital Partners | 3,591 | $1.24M | 0.12% | −452−11.2% | Reduced |
| Heartland Bank & Trust Co | 3,591 | $1.24M | 0.51% | −76−2.1% | Reduced |
| Financial Advisory Corp | 3,591 | $1.24M | 0.34% | +1,932+116.5% | Added |
| Two Sigma Securities, LLC | 3,592 | $1.24M | 0.18% | +3,592 | New |
| Triad Wealth Partners, LLC | 3,596 | $1.24M | 0.16% | +1,005+38.8% | Added |
| Bell Bank | 3,603 | $1.24M | 0.05% | −151−4.0% | Reduced |
| VisionPoint Advisory Group, LLC | 3,608 | $1.25M | 0.25% | +2,419+203.4% | Added |
| West Family Investments, Inc. | 3,628 | $1.25M | 0.28% | −641−15.0% | Reduced |
| MidWestOne Financial Group, Inc. | 3,630 | $1.25M | 0.15% | −348−8.7% | Reduced |
| Prudent Man Advisors, LLC | 3,641 | $1.26M | 0.46% | −18−0.5% | Reduced |
| Revisor Wealth Management LLC | 3,439 | $1.26M | 0.44% | +2,176+172.3% | Added |
| Gables Capital Management Inc. | 3,670 | $1.27M | 0.54% | −395−9.7% | Reduced |
| Y.D. More Investments Ltd | 3,672 | $1.27M | 0.07% | +3,327+964.3% | Added |
| Tred Avon Family Wealth, LLC | 3,684 | $1.27M | 0.44% | +3,684 | New |
| Castle Wealth Management LLC | 3,684 | $1.27M | 0.43% | −321−8.0% | Reduced |
| Argentarii, LLC | 3,684 | $1.27M | 0.54% | +53+1.5% | Added |
| Lincoln Capital Corp | 3,685 | $1.27M | 0.46% | −10.0% | Reduced |
| Brady Family Wealth, LLC | 3,686 | $1.27M | 0.39% | −1,674−31.2% | Reduced |
| 1776 Wealth LLC | 3,688 | $1.27M | 0.49% | +1,248+51.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,691 | $1.27M | 0.16% | −1,621−30.5% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 3,695 | $1.28M | 1.05% | −15−0.4% | Reduced |
| TRUE Private Wealth Advisors | 3,705 | $1.28M | 0.13% | +2,153+138.7% | Added |
| Ellenbecker Investment Group | 3,717 | $1.28M | 0.19% | −7−0.2% | Reduced |
| Souders Financial Advisors | 3,720 | $1.28M | 0.15% | +256+7.4% | Added |
| SkyView Investment Advisors, LLC | 3,720 | $1.28M | 0.16% | +25+0.7% | Added |
| Modus Advisors, LLC | 3,724 | $1.29M | 0.35% | +463+14.2% | Added |
| James J. Burns & Company, LLC | 3,725 | $1.29M | 0.19% | +265+7.7% | Added |
| Okabena Investment Services Inc | 3,727 | $1.29M | 0.25% | −798−17.6% | Reduced |
| Cornerstone Wealth Group, LLC | 3,742 | $1.29M | 0.09% | +1,401+59.8% | Added |
| Canopy Partners, LLC | 3,754 | $1.30M | 0.43% | +285+8.2% | Added |
| Safeguard Investment Advisory Group, LLC | 3,777 | $1.30M | 0.32% | +694+22.5% | Added |
| Townsend & Associates, Inc | 3,658 | $1.30M | 0.12% | −21−0.6% | Reduced |
| Blackhawk Capital Partners LLC. | 3,792 | $1.31M | 0.51% | +2,429+178.2% | Added |
| Arbor Capital Management Inc | 3,742 | $1.31M | 1.05% | +650+21.0% | Added |
| Elk River Wealth Management, LLC | 3,804 | $1.31M | 0.21% | 00.0% | Unchanged |
| McDonald Partners LLC | 3,813 | $1.32M | 0.39% | +115+3.1% | Added |
| Oak Asset Management, LLC | 3,824 | $1.32M | 0.45% | −560−12.8% | Reduced |
| Royal Fund Management, LLC | 3,824 | $1.32M | 0.16% | +3,824 | New |
| Capital & Planning, LLC | 3,827 | $1.32M | 0.82% | −196−4.9% | Reduced |
| Camden Capital, LLC | 3,828 | $1.32M | 0.09% | +1,076+39.1% | Added |
| United Advisor Group, LLC | 3,830 | $1.32M | 0.18% | +2,000+109.3% | Added |
| Signature Estate & Investment Advisors LLC | 3,831 | $1.32M | 0.03% | +162+4.4% | Added |
| Sivia Capital Partners, LLC | 3,832 | $1.32M | 0.37% | +2,035+113.2% | Added |
| Financial Advisors Network, Inc. | 3,833 | $1.32M | 0.19% | +399+11.6% | Added |
| Central Valley Advisors, LLC | 3,839 | $1.33M | 0.41% | −27−0.7% | Reduced |
| Doliver Advisors, LP | 3,842 | $1.33M | 0.34% | −691−15.2% | Reduced |
| IFG Advisory, LLC | 3,842 | $1.33M | 0.06% | −1,604−29.5% | Reduced |
| Opal Wealth Advisors, LLC | 3,852 | $1.33M | 0.37% | −2,828−42.3% | Reduced |
| Rydar Equities, Inc. | 3,819 | $1.33M | 1.07% | +1,482+63.4% | Added |
| Strive Asset Management, LLC | 3,857 | $1.33M | 0.72% | +3,857 | New |
| Creegan & Nassoura Financial Group, LLC | 3,860 | $1.33M | 0.86% | 00.0% | Unchanged |
| Icapital Wealth LLC | 3,872 | $1.34M | 0.73% | −4,709−54.9% | Reduced |
| DGS Capital Management, LLC | 3,880 | $1.34M | 0.24% | +288+8.0% | Added |
| Mather Group, LLC. | 3,892 | $1.34M | 0.01% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 3,894 | $1.34M | 0.09% | +1,461+60.0% | Added |
| Chesapeake Wealth Management | 3,902 | $1.35M | 0.41% | −167−4.1% | Reduced |
| ICW Investment Advisors LLC | 3,903 | $1.35M | 0.49% | +597+18.1% | Added |
| Everhart Financial Group, Inc. | 3,904 | $1.35M | 0.14% | +1,685+75.9% | Added |
| China Universal Asset Management Co., Ltd. | 3,914 | $1.35M | 0.11% | −1,708−30.4% | Reduced |
| Norden Group LLC | 3,921 | $1.35M | 0.14% | +1,350+52.5% | Added |
| One River Asset Management, LLC | 3,953 | $1.36M | 4.36% | +3,953 | New |
| LMCG Investments, LLC | 3,956 | $1.37M | 0.08% | −311−7.3% | Reduced |
| Bank Hapoalim BM | 3,963 | $1.37M | 0.17% | +75+1.9% | Added |
| Solidarilty Wealth, LLC | 3,965 | $1.37M | 0.29% | −313−7.3% | Reduced |
| Cardinal Point Capital Management, ULC | 3,966 | $1.37M | 0.10% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 3,989 | $1.38M | 0.13% | −345−8.0% | Reduced |
| Chilton Capital Management LLC | 3,992 | $1.38M | 0.05% | −1,019−20.3% | Reduced |
| Ameliora Wealth Management Ltd. | 4,000 | $1.38M | 0.46% | 00.0% | Unchanged |
| Ariose Capital Management Ltd | 4,000 | $1.38M | 0.46% | +4,000 | New |
| Forefront Wealth Management Inc. | 4,008 | $1.38M | 1.01% | −733−15.5% | Reduced |
| Palumbo Wealth Management LLC | 4,303 | $1.39M | 0.44% | +4,303 | New |
| Lawson Kroeker Investment Management Inc | 4,031 | $1.39M | 0.25% | −50−1.2% | Reduced |
| Relyea Zuckerberg Hanson LLC | 4,034 | $1.39M | 0.15% | +480+13.5% | Added |
| First Nebraska Trust Co | 4,034 | $1.39M | 0.13% | +20+0.5% | Added |
| Arrow Financial Corp | 4,036 | $1.39M | 0.14% | −1,012−20.0% | Reduced |
| BlueStem Wealth Partners, LLC | 4,051 | $1.40M | 0.16% | +289+7.7% | Added |
| Van Cleef Asset Management,Inc | 4,055 | $1.40M | 0.14% | −159−3.8% | Reduced |
| First Commonwealth Financial Corp | 4,060 | $1.40M | 0.23% | +4,060 | New |
| Smithfield Trust Co | 4,095 | $1.41M | 0.06% | −861−17.4% | Reduced |
| Chancellor Financial Group WB LP | 4,097 | $1.41M | 1.01% | −398−8.9% | Reduced |
| Lewis Asset Management, LLC | 4,105 | $1.42M | 0.58% | +2,045+99.3% | Added |
| Strategic Blueprint, LLC | 4,109 | $1.42M | 0.06% | −572−12.2% | Reduced |
| MONECO Advisors, LLC | 4,130 | $1.43M | 0.12% | +110+2.7% | Added |
| Chiron Capital Management, LLC | 4,132 | $1.43M | 1.22% | −8−0.2% | Reduced |