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 |
|---|---|---|---|---|---|
| CWA Asset Management Group, LLC | 4,951 | $1.71M | 0.06% | −1,775−26.4% | Reduced |
| Harvey Investment Co LLC | 4,968 | $1.72M | 0.18% | −258−4.9% | Reduced |
| Sheets Smith Wealth Management | 4,972 | $1.72M | 0.19% | −69−1.4% | Reduced |
| Waycross Partners, LLC | 5,000 | $1.73M | 0.15% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 5,025 | $1.74M | 0.68% | +600+13.6% | Added |
| Sound View Wealth Advisors Group, LLC | 5,034 | $1.74M | 0.12% | +1,479+41.6% | Added |
| Harbour Investment Management LLC | 5,036 | $1.74M | 0.76% | −240−4.5% | Reduced |
| Stablepoint Partners, LLC | 5,066 | $1.75M | 0.28% | +1,578+45.2% | Added |
| Clear Creek Financial Management, LLC | 5,067 | $1.75M | 0.15% | +2,807+124.2% | Added |
| Fagan Associates, Inc. | 5,094 | $1.76M | 0.24% | −922−15.3% | Reduced |
| Concord Wealth Partners | 5,095 | $1.76M | 0.24% | −42−0.8% | Reduced |
| Virtue Capital Management, LLC | 5,156 | $1.76M | 0.39% | +3,510+213.2% | Added |
| Scott & Selber, Inc. | 5,103 | $1.76M | 0.45% | −20−0.4% | Reduced |
| Paralel Advisors LLC | 5,105 | $1.76M | 0.07% | +3+0.1% | Added |
| Crestwood Advisors Group LLC | 5,127 | $1.77M | 0.03% | +708+16.0% | Added |
| Gen-Wealth Partners Inc | 5,135 | $1.77M | 0.60% | +1,567+43.9% | Added |
| Avaii Wealth Management, LLC | 5,137 | $1.77M | 0.67% | +1,671+48.2% | Added |
| Platform Technology Partners | 5,137 | $1.77M | 0.43% | +482+10.4% | Added |
| Wealthedge Investment Advisors, LLC | 5,147 | $1.78M | 0.67% | +5,147 | New |
| Howe & Rusling Inc | 5,163 | $1.78M | 0.12% | −20,079−79.5% | Reduced |
| Mendel Money Management | 5,169 | $1.78M | 0.75% | +64+1.3% | Added |
| Concord Asset Management, LLC | 5,169 | $1.78M | 0.32% | +32+0.6% | Added |
| Prescott Group Capital Management, L.L.C. | 5,175 | $1.79M | 0.19% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 5,181 | $1.79M | 0.22% | +1,087+26.6% | Added |
| Paragon Capital Management LLC | 5,205 | $1.80M | 0.87% | +10+0.2% | Added |
| Valmark Advisers, Inc. | 5,214 | $1.80M | 0.02% | −1,602−23.5% | Reduced |
| GLOBALT Investments LLC | 5,215 | $1.80M | 0.07% | +13+0.2% | Added |
| Cetera Trust Company, N.A | 5,215 | $1.80M | 1.01% | −110−2.1% | Reduced |
| National Wealth Management Group, LLC | 5,218 | $1.80M | 0.68% | +2,954+130.5% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,225 | $1.80M | 0.63% | −6,745−56.3% | Reduced |
| RF&L Wealth Management, LLC | 5,225 | $1.80M | 1.06% | −75−1.4% | Reduced |
| Mayflower Financial Advisors, LLC | 5,235 | $1.81M | 0.23% | −24−0.5% | Reduced |
| Wealth Alliance Advisory Group, LLC | 5,236 | $1.81M | 0.33% | +266+5.4% | Added |
| DB Fitzpatrick & Co, Inc | 5,239 | $1.81M | 1.64% | +2,860+120.2% | Added |
| IMA Wealth, Inc. | 5,245 | $1.81M | 0.18% | +221+4.4% | Added |
| AlphaCore Capital LLC | 5,246 | $1.81M | 0.06% | +280+5.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,246 | $1.81M | 0.21% | +148+2.9% | Added |
| Lindenwold Advisors | 5,250 | $1.81M | 0.86% | −3,441−39.6% | Reduced |
| Piscataqua Savings Bank | 5,258 | $1.82M | 1.42% | −86−1.6% | Reduced |
| Morningstar Investment Management LLC | 5,261 | $1.82M | 0.07% | +5,261 | New |
| Wealth Effects LLC | 5,277 | $1.82M | 0.59% | +589+12.6% | Added |
| Financial Synergies Wealth Advisors, Inc. | 5,282 | $1.82M | 0.18% | +20+0.4% | Added |
| PDS Planning, Inc | 5,330 | $1.84M | 0.13% | +45+0.9% | Added |
| Moors & Cabot, Inc. | 5,336 | $1.84M | 0.08% | −1,293−19.5% | Reduced |
| Cito Capital Group, LLC | 5,348 | $1.85M | 0.54% | +117+2.2% | Added |
| Applied Capital LLC | 5,377 | $1.86M | 1.33% | +449+9.1% | Added |
| Formidable Asset Management, LLC | 5,967 | $1.86M | 0.29% | +810+15.7% | Added |
| Personal Cfo Solutions, LLC | 5,399 | $1.86M | 0.33% | +1,270+30.8% | Added |
| Naviter Wealth, LLC | 5,406 | $1.87M | 0.22% | −2,800−34.1% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 5,416 | $1.87M | 0.25% | −106−1.9% | Reduced |
| Longfellow Investment Management Co LLC | 5,418 | $1.87M | 0.44% | +3,449+175.2% | Added |
| Northside Capital Management, LLC | 5,419 | $1.87M | 0.17% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 5,424 | $1.87M | 0.51% | +605+12.6% | Added |
| LOM Asset Management Ltd | 5,424 | $1.87M | 0.57% | −95−1.7% | Reduced |
| Trust Co of Toledo NA | 5,426 | $1.87M | 0.19% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 5,435 | $1.88M | 0.19% | +2,204+68.2% | Added |
| Mount Yale Investment Advisors, LLC | 5,480 | $1.89M | 0.13% | −13,666−71.4% | Reduced |
| Avestar Capital, LLC | 5,491 | $1.90M | 0.14% | +1,285+30.6% | Added |
| First National Bank of Omaha | 5,494 | $1.90M | 0.12% | −9,406−63.1% | Reduced |
| Manchester Capital Management LLC | 5,500 | $1.90M | 0.26% | +464+9.2% | Added |
| Triangle Securities Wealth Management | 5,504 | $1.90M | 0.43% | −218−3.8% | Reduced |
| Lazari Capital Management, Inc. | 5,528 | $1.91M | 0.64% | +2,064+59.6% | Added |
| Matrix Trust Co | 5,544 | $1.91M | 0.30% | −393−6.6% | Reduced |
| High Note Wealth, LLC | 5,543 | $1.91M | 0.38% | +128+2.4% | Added |
| Davis R M Inc | 5,556 | $1.92M | 0.03% | −9,343−62.7% | Reduced |
| Tranquility Partners, LLC | 5,562 | $1.92M | 0.65% | −3,053−35.4% | Reduced |
| Kestra Investment Management, LLC | 5,582 | $1.93M | 0.05% | −14,893−72.7% | Reduced |
| Inscription Capital, LLC | 5,583 | $1.93M | 0.21% | +1,325+31.1% | Added |
| Elmwood Wealth Management, Inc. | 5,608 | $1.94M | 0.69% | +220+4.1% | Added |
| Capital Management Associates, Inc | 5,616 | $1.94M | 0.52% | +226+4.2% | Added |
| Samalin Investment Counsel, LLC | 5,618 | $1.94M | 0.67% | +1,535+37.6% | Added |
| Stratos Wealth Advisors, LLC | 5,622 | $1.94M | 0.09% | +935+19.9% | Added |
| Journey Strategic Wealth LLC | 5,636 | $1.95M | 0.05% | −2,005−26.2% | Reduced |
| Oak Thistle LLC | 5,649 | $1.95M | 0.30% | +2,487+78.7% | Added |
| SlateStone Wealth, LLC | 5,654 | $1.95M | 0.17% | −1,574−21.8% | Reduced |
| Tilia Fiduciary Partners, Inc. | 5,663 | $1.96M | 1.13% | +1,940+52.1% | Added |
| KPP Advisory Services LLC | 5,674 | $1.96M | 0.29% | +374+7.1% | Added |
| Mystic Asset Management, Inc. | 5,682 | $1.96M | 0.44% | +568+11.1% | Added |
| Cinctive Capital Management LP | 5,689 | $1.96M | 0.10% | +5,689 | New |
| Arete Wealth Advisors, LLC | 5,694 | $1.97M | 0.12% | −1,057−15.7% | Reduced |
| Cyndeo Wealth Partners, LLC | 5,720 | $1.98M | 0.11% | −181−3.1% | Reduced |
| Larson Financial Group LLC | 5,730 | $1.98M | 0.07% | −1,010−15.0% | Reduced |
| Community Bank, N.A. | 5,733 | $1.98M | 0.24% | −625−9.8% | Reduced |
| Evergreen Wealth Management, LLC | 5,736 | $1.98M | 1.04% | +2,548+79.9% | Added |
| TownSquare Capital, LLC | 5,777 | $1.99M | 0.30% | −1,046−15.3% | Reduced |
| Wealth Architects, LLC | 5,787 | $2.00M | 0.19% | −200−3.3% | Reduced |
| Cherokee Insurance Co | 5,800 | $2.00M | 0.86% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 5,801 | $2.00M | 0.06% | +1,472+34.0% | Added |
| Retirement Planning Co of New England, Inc. | 5,806 | $2.00M | 0.81% | +1,596+37.9% | Added |
| Kathmere Capital Management, LLC | 5,811 | $2.01M | 0.14% | +1,173+25.3% | Added |
| All Terrain Financial Advisors, LLC | 5,825 | $2.01M | 0.65% | +1,405+31.8% | Added |
| Advisory Alpha, LLC | 5,687 | $2.01M | 0.06% | +201+3.7% | Added |
| Ameritas Advisory Services, LLC | 5,840 | $2.02M | 0.13% | +1,558+36.4% | Added |
| S&T Bank | 5,847 | $2.02M | 0.57% | −1,175−16.7% | Reduced |
| HM Payson & Co | 5,851 | $2.02M | 0.03% | −2,653−31.2% | Reduced |
| Summit Global Investments | 5,871 | $2.03M | 0.12% | −115−1.9% | Reduced |
| Sullivan Wood Capital Management LLC | 5,871 | $2.03M | 2.99% | +4,437+309.4% | Added |
| Magnus Financial Group LLC | 5,871 | $2.03M | 0.16% | +1,122+23.6% | Added |
| Teamwork Financial Advisors, LLC | 5,889 | $2.03M | 0.22% | +1,380+30.6% | Added |
| Magnolia Capital Advisors LLC | 5,894 | $2.04M | 0.53% | +520+9.7% | Added |