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 |
|---|---|---|---|---|---|
| White Pine Capital LLC | 4,135 | $1.43M | 0.41% | +3,049+280.8% | Added |
| MeadowBrook Investment Advisors LLC | 4,147 | $1.43M | 1.23% | −40−1.0% | Reduced |
| Patten Group, Inc. | 4,163 | $1.44M | 0.28% | −450−9.8% | Reduced |
| Summit Financial Wealth Advisors, LLC | 4,141 | $1.44M | 0.22% | +321+8.4% | Added |
| Union Heritage Capital, LLC | 4,178 | $1.44M | 0.47% | −5,300−55.9% | Reduced |
| First Horizon Corp | 4,196 | $1.45M | 0.07% | +4,196 | New |
| CastleKnight Management LP | 4,200 | $1.45M | 0.08% | −8,200−66.1% | Reduced |
| David Loasby | 3,997 | $1.45M | 0.11% | −91−2.2% | Reduced |
| Humankind Investments LLC | 4,215 | $1.46M | 0.33% | −184−4.2% | Reduced |
| Epiq Partners, LLC | 4,225 | $1.46M | 0.69% | +675+19.0% | Added |
| Jamison Private Wealth Management, Inc. | 4,232 | $1.46M | 0.19% | +1,746+70.2% | Added |
| Courier Capital LLC | 4,236 | $1.46M | 0.08% | −36−0.8% | Reduced |
| Kirtland Hills Capital Management, LLC | 4,243 | $1.47M | 0.58% | +1,045+32.7% | Added |
| Foster & Motley Inc | 4,255 | $1.47M | 0.08% | −619−12.7% | Reduced |
| One Capital Management, LLC | 4,268 | $1.47M | 0.05% | +648+17.9% | Added |
| MBM Wealth Consultants, LLC | 4,276 | $1.48M | 0.37% | +1,227+40.2% | Added |
| Rockland Trust Co | 4,283 | $1.48M | 0.06% | −79,095−94.9% | Reduced |
| Sterling Investment Management, Inc. | 4,285 | $1.48M | 0.89% | +92+2.2% | Added |
| Richwood Investment Advisors, LLC | 4,290 | $1.48M | 1.16% | −75−1.7% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 4,300 | $1.48M | 0.39% | 00.0% | Unchanged |
| Bamco Inc | 4,300 | $1.48M | 0.00% | +4,300 | New |
| Courage Capital Management LLC | 4,300 | $1.49M | 1.96% | +1,000+30.3% | Added |
| Requisite Capital Management, LLC | 4,303 | $1.49M | 0.25% | +2,155+100.3% | Added |
| Frisch Financial Group, Inc. | 4,304 | $1.49M | 0.35% | +20+0.5% | Added |
| Cooper Financial Group | 4,308 | $1.49M | 0.16% | +119+2.8% | Added |
| Strategic Financial Services, Inc, | 4,314 | $1.49M | 0.07% | −1,266−22.7% | Reduced |
| Financial Engines Advisors L.L.C. | 4,314 | $1.49M | 0.00% | −222−4.9% | Reduced |
| SWS Partners | 4,325 | $1.49M | 0.36% | +290+7.2% | Added |
| Professional Financial Advisors, LLC | 4,327 | $1.49M | 0.31% | +4,327 | New |
| Bridgewater Advisors Inc. | 4,648 | $1.49M | 0.10% | +191+4.3% | Added |
| Optas, LLC | 4,342 | $1.50M | 0.25% | +660+17.9% | Added |
| Duncan Williams Asset Management, LLC | 4,367 | $1.51M | 0.42% | +121+2.8% | Added |
| Regal Investment Advisors LLC | 4,373 | $1.51M | 0.10% | +1,281+41.4% | Added |
| Jensen Investment Management Inc | 4,373 | $1.51M | 0.02% | −6,033−58.0% | Reduced |
| Monetta Financial Services Inc | 4,400 | $1.52M | 1.06% | +4,400 | New |
| Zions Bancorporation, National Association | 4,401 | $1.52M | 0.08% | −13,936−76.0% | Reduced |
| Finivi Inc. | 4,404 | $1.52M | 0.97% | −110−2.4% | Reduced |
| Cladis Investment Advisory, LLC | 4,407 | $1.52M | 0.87% | +2,021+84.7% | Added |
| Armis Advisers, LLC | 4,537 | $1.52M | 0.14% | −119−2.6% | Reduced |
| GTS Securities LLC | 4,419 | $1.53M | 0.06% | +979+28.5% | Added |
| Deltec Asset Management LLC | 4,420 | $1.53M | 0.25% | −2,000−31.2% | Reduced |
| Zuckerman Investment Group, LLC | 4,431 | $1.53M | 0.14% | +437+10.9% | Added |
| Robertson Stephens Wealth Management, LLC | 4,435 | $1.53M | 0.05% | −1,769−28.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 4,437 | $1.53M | 0.11% | −843−16.0% | Reduced |
| Apexium Financial, LP | 4,439 | $1.53M | 0.07% | −377−7.8% | Reduced |
| Financial Perspectives, Inc | 4,445 | $1.53M | 0.43% | +90+2.1% | Added |
| Cox Capital Mgt LLC | 4,453 | $1.54M | 1.00% | +10+0.2% | Added |
| Nicholson Wealth Management Group, LLC | 4,471 | $1.54M | 0.90% | +1,400+45.6% | Added |
| Aspen Grove Capital, LLC | 4,472 | $1.54M | 0.26% | +1,752+64.4% | Added |
| Delta Financial Advisors LLC | 4,479 | $1.55M | 0.44% | +163+3.8% | Added |
| Oarsman Capital, Inc. | 4,492 | $1.55M | 0.22% | −312−6.5% | Reduced |
| CFS Investment Advisory Services, LLC | 4,286 | $1.55M | 0.12% | +720+20.2% | Added |
| Sentinel Trust Co Lba | 4,500 | $1.55M | 0.16% | −385−7.9% | Reduced |
| Knollwood Investment Advisory, LLC | 4,523 | $1.56M | 0.14% | −32−0.7% | Reduced |
| RiverPark Advisors, LLC | 4,525 | $1.56M | 0.68% | +405+9.8% | Added |
| Fielder Capital Group LLC | 4,529 | $1.56M | 0.36% | −108−2.3% | Reduced |
| Anb Bank | 4,540 | $1.57M | 0.64% | +868+23.6% | Added |
| Keel Point, LLC | 4,549 | $1.57M | 0.10% | −2,316−33.7% | Reduced |
| Perennial Investment Advisors, LLC | 4,550 | $1.57M | 0.13% | +1,925+73.3% | Added |
| Moss Adams Wealth Advisors LLC | 4,556 | $1.57M | 0.12% | +1,515+49.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,559 | $1.57M | 0.18% | +20.0% | Added |
| Founders Financial Securities LLC | 4,560 | $1.57M | 0.11% | −3,559−43.8% | Reduced |
| Rowland & Co Investment Counsel | 4,573 | $1.58M | 0.31% | +2,210+93.5% | Added |
| Green Harvest Asset Management LLC | 4,600 | $1.59M | 0.02% | −632−12.1% | Reduced |
| JNBA Financial Advisors | 4,603 | $1.59M | 0.14% | +78+1.7% | Added |
| Radnor Capital Management, LLC | 4,604 | $1.59M | 0.24% | 00.0% | Unchanged |
| Peterson Wealth Services | 1,196 | $1.59M | 0.39% | −3,222−72.9% | Reduced |
| Mill Creek Capital Advisors, LLC | 4,615 | $1.59M | 0.03% | +105+2.3% | Added |
| Bowman & Co S.C. | 4,607 | $1.60M | 0.67% | −526−10.2% | Reduced |
| GeoWealth Management, LLC | 4,635 | $1.60M | 0.06% | −3,048−39.7% | Reduced |
| Alta Advisers Ltd | 4,637 | $1.60M | 0.49% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 4,639 | $1.60M | 0.65% | −285−5.8% | Reduced |
| Hilltop National Bank | 4,651 | $1.61M | 0.40% | +100+2.2% | Added |
| Prospect Financial Services LLC | 4,660 | $1.61M | 0.93% | +3,907+518.9% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 4,683 | $1.61M | 0.01% | +946+25.3% | Added |
| Independent Solutions Wealth Management, LLC | 4,678 | $1.62M | 0.29% | +4,678 | New |
| Private Wealth Asset Management, LLC | 4,687 | $1.62M | 0.19% | −1,758−27.3% | Reduced |
| Orrstown Financial Services Inc | 4,700 | $1.62M | 0.28% | +354+8.1% | Added |
| Daymark Wealth Partners, LLC | 4,707 | $1.63M | 0.06% | −252−5.1% | Reduced |
| LM Advisors LLC | 4,739 | $1.64M | 0.24% | +1,484+45.6% | Added |
| Shum Financial Group, Inc. | 4,748 | $1.64M | 1.22% | +4,748 | New |
| Savvy Advisors, Inc. | 4,766 | $1.65M | 0.08% | −2,446−33.9% | Reduced |
| OneAscent Financial Services LLC | 4,774 | $1.65M | 0.11% | +322+7.2% | Added |
| Guardian Wealth Advisors, LLC | 4,779 | $1.65M | 0.11% | −568−10.6% | Reduced |
| Accurate Wealth Management, LLC | 4,586 | $1.65M | 0.22% | +1,325+40.6% | Added |
| Richard W. Paul & Associates, LLC | 4,790 | $1.65M | 0.56% | +787+19.7% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 4,800 | $1.66M | 0.80% | +1,000+26.3% | Added |
| Wellington Shields Capital Management, LLC | 4,800 | $1.66M | 0.25% | −2,634−35.4% | Reduced |
| Cahill Financial Advisors Inc | 4,805 | $1.66M | 0.19% | +181+3.9% | Added |
| Westside Investment Management, Inc. | 4,808 | $1.66M | 0.27% | +792+19.7% | Added |
| SCS Capital Management LLC | 4,817 | $1.66M | 0.02% | −2,753−36.4% | Reduced |
| Linden Thomas Advisory Services, LLC | 4,836 | $1.67M | 0.17% | +134+2.8% | Added |
| Eos Management, L.P. | 4,843 | $1.67M | 0.66% | 00.0% | Unchanged |
| Vista Investment Management | 4,885 | $1.69M | 0.59% | −339−6.5% | Reduced |
| Archer Investment Corp | 4,886 | $1.69M | 0.38% | +1,937+65.7% | Added |
| Capital Planning Advisors, LLC | 4,898 | $1.69M | 0.23% | +126+2.6% | Added |
| Schear Investment Advisers, LLC | 4,899 | $1.69M | 0.75% | +231+4.9% | Added |
| SilverOak Wealth Management LLC | 4,902 | $1.69M | 0.29% | +135+2.8% | Added |
| Court Place Advisors, LLC | 4,904 | $1.69M | 0.51% | +27+0.6% | Added |
| Modern Wealth Management, LLC | 4,929 | $1.70M | 0.03% | −2,613−34.6% | Reduced |