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 |
|---|---|---|---|---|---|
| Gifford Fong Associates | 5,918 | $2.04M | 0.43% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 5,944 | $2.05M | 0.70% | +3,176+114.7% | Added |
| Circle Wealth Management, LLC | 5,964 | $2.06M | 0.04% | +546+10.1% | Added |
| Birch Capital Management, LLC | 5,982 | $2.07M | 1.05% | −459−7.1% | Reduced |
| Dover Advisors, LLC | 5,984 | $2.07M | 0.82% | −15−0.3% | Reduced |
| Banco de Sabadell, S.A | 5,983 | $2.07M | 1.37% | −189−3.1% | Reduced |
| Viking Fund Management LLC | 6,000 | $2.07M | 0.25% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 6,019 | $2.08M | 0.61% | +1,146+23.5% | Added |
| Affiance Financial, LLC | 6,023 | $2.08M | 0.38% | +159+2.7% | Added |
| Triumph Capital Management | 6,045 | $2.09M | 0.56% | +1,800+42.4% | Added |
| Waterloo Capital, L.P. | 6,060 | $2.09M | 0.16% | +531+9.6% | Added |
| Capital Wealth Planning, LLC | 6,088 | $2.10M | 0.01% | −593−8.9% | Reduced |
| Charter Trust Co | 6,094 | $2.10M | 0.13% | −4,337−41.6% | Reduced |
| Grimes & Company, Inc. | 6,111 | $2.11M | 0.05% | +2,826+86.0% | Added |
| Sendero Wealth Management, LLC | 6,125 | $2.11M | 0.25% | −114−1.8% | Reduced |
| Country Club Bank | 6,161 | $2.13M | 0.13% | −12,406−66.8% | Reduced |
| Advisor OS, LLC | 6,182 | $2.13M | 0.18% | +435+7.6% | Added |
| Baker Avenue Asset Management, LP | 6,185 | $2.14M | 0.05% | −142−2.2% | Reduced |
| Tyche Wealth Partners LLC | 6,197 | $2.14M | 0.38% | +1,070+20.9% | Added |
| Aventura Private Wealth, LLC | 6,200 | $2.14M | 0.79% | +647+11.7% | Added |
| Del-Sette Capital Management, LLC | 6,203 | $2.14M | 1.33% | +6,203 | New |
| Altfest L J & Co Inc | 6,213 | $2.15M | 0.24% | +2,122+51.9% | Added |
| Greenline Partners, LLC | 6,233 | $2.15M | 0.26% | −505−7.5% | Reduced |
| Adviser Investments LLC | 6,250 | $2.16M | 0.02% | −4,017−39.1% | Reduced |
| Left Brain Wealth Management, LLC | 6,254 | $2.16M | 0.68% | −3,620−36.7% | Reduced |
| Stonebrook Private Inc. | 6,256 | $2.16M | 0.47% | +253+4.2% | Added |
| South State Corp. | 6,283 | $2.17M | 0.10% | −1,908−23.3% | Reduced |
| Stonegate Investment Group, LLC | 6,291 | $2.17M | 0.05% | −2,762−30.5% | Reduced |
| Royal Capital Wealth Management, LLC | 6,292 | $2.17M | 1.33% | −159−2.5% | Reduced |
| Boomfish Wealth Group, LLC | 6,297 | $2.17M | 1.17% | +1,143+22.2% | Added |
| Adell Harriman & Carpenter Inc | 6,303 | $2.18M | 0.13% | −2,734−30.3% | Reduced |
| American National Bank | 6,304 | $2.18M | 0.21% | −11,850−65.3% | Reduced |
| Lineweaver Wealth Advisors, LLC | 6,340 | $2.19M | 0.32% | +231+3.8% | Added |
| Thoroughbred Financial Services, LLC | 6,372 | $2.20M | 0.14% | +404+6.8% | Added |
| Flputnam Investment Management Co | 6,374 | $2.20M | 0.03% | −7,059−52.5% | Reduced |
| Claro Advisors LLC | 6,375 | $2.20M | 0.32% | +39+0.6% | Added |
| Edgestream Partners, L.P. | 6,377 | $2.20M | 0.06% | −17,121−72.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 6,400 | $2.21M | 0.06% | −222−3.4% | Reduced |
| Hartford Financial Management Inc. | 6,407 | $2.21M | 0.59% | +465+7.8% | Added |
| EverSource Wealth Advisors, LLC | 6,430 | $2.22M | 0.09% | +640+11.1% | Added |
| Timber Creek Capital Management LLC | 6,449 | $2.23M | 0.54% | +6,449 | New |
| Boston Family Office LLC | 6,475 | $2.24M | 0.14% | +307+5.0% | Added |
| Private Trust Co NA | 6,479 | $2.24M | 0.20% | +481+8.0% | Added |
| Coastline Trust Co | 6,486 | $2.24M | 0.24% | −1,310−16.8% | Reduced |
| SPC Financial, Inc. | 6,489 | $2.24M | 0.18% | +295+4.8% | Added |
| Janney Capital Management LLC | 6,501 | $2.25M | 0.14% | −122−1.8% | Reduced |
| Impact Capital Partners LLC | 6,509 | $2.25M | 0.68% | +200+3.2% | Added |
| BCGM Wealth Management, LLC | 6,514 | $2.25M | 0.59% | +159+2.5% | Added |
| Skopos Labs, Inc. | 7,297 | $2.26M | 0.30% | −245−3.2% | Reduced |
| Brown Financial Advisors | 6,534 | $2.26M | 0.83% | +196+3.1% | Added |
| Mfg Wealth Management, Inc. | 6,552 | $2.26M | 1.71% | +6,552 | New |
| Tounjian Advisory Partners, LLC | 6,556 | $2.26M | 0.76% | −11,254−63.2% | Reduced |
| Legato Capital Management LLC | 6,566 | $2.27M | 0.25% | +607+10.2% | Added |
| Sierra Summit Advisors LLC | 6,587 | $2.27M | 0.35% | +4,067+161.4% | Added |
| Beirne Wealth Consulting Services, LLC | 6,601 | $2.28M | 0.55% | +6,601 | New |
| RFG Advisory, LLC | 6,613 | $2.28M | 0.05% | −21,943−76.8% | Reduced |
| Connable Office Inc | 6,654 | $2.30M | 0.21% | −85−1.3% | Reduced |
| Parkside Financial Bank & Trust | 6,664 | $2.30M | 0.18% | −408−5.8% | Reduced |
| Mechanics Bank Trust Department | 6,666 | $2.30M | 0.32% | −2,040−23.4% | Reduced |
| Drucker Wealth 3.0, LLC | 6,706 | $2.32M | 0.41% | +3,800+130.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,712 | $2.32M | 0.09% | −8,900−57.0% | Reduced |
| Osprey Private Wealth LLC | 6,735 | $2.33M | 0.85% | +1,030+18.1% | Added |
| Focused Wealth Management, Inc | 6,756 | $2.33M | 0.25% | +4,175+161.8% | Added |
| Scholtz & Company, LLC | 6,773 | $2.34M | 1.03% | −9,877−59.3% | Reduced |
| Accent Capital Management, LLC | 6,788 | $2.34M | 0.99% | −322−4.5% | Reduced |
| Csenge Advisory Group | 6,793 | $2.35M | 0.11% | −1,821−21.1% | Reduced |
| Connecticut Wealth Management, LLC | 6,802 | $2.35M | 0.10% | −2,729−28.6% | Reduced |
| Spears Abacus Advisors LLC | 6,843 | $2.36M | 0.04% | −320−4.5% | Reduced |
| Fifth Lane Capital, LP | 6,843 | $2.36M | 2.37% | +5,343+356.2% | Added |
| Capital Asset Advisory Services LLC | 6,848 | $2.36M | 0.10% | +69+1.0% | Added |
| Milestone Asset Management, LLC | 6,860 | $2.37M | 0.45% | +6,860 | New |
| SLT Holdings LLC | 6,878 | $2.37M | 1.55% | −103−1.5% | Reduced |
| Inkwell Capital LLC | 6,897 | $2.38M | 2.43% | +2,688+63.9% | Added |
| Nwam LLC | 6,539 | $2.38M | 0.13% | +1,414+27.6% | Added |
| Sepio Capital, LP | 6,920 | $2.39M | 0.14% | +1,186+20.7% | Added |
| Bluesphere Advisors, LLC | 6,925 | $2.39M | 1.10% | +5,370+345.3% | Added |
| Pacific Point Advisors, LLC | 6,941 | $2.40M | 1.40% | +1,796+34.9% | Added |
| Greenfield Savings Bank | 6,959 | $2.40M | 1.01% | +686+10.9% | Added |
| Delta Capital Management LLC | 6,965 | $2.40M | 1.24% | −40−0.6% | Reduced |
| Chung Wu Investment Group, LLC | 6,995 | $2.42M | 2.01% | +5,155+280.2% | Added |
| Forum Financial Management, LP | 7,027 | $2.43M | 0.03% | −309−4.2% | Reduced |
| Jacobi Capital Management LLC | 7,046 | $2.43M | 0.15% | +997+16.5% | Added |
| Raab & Moskowitz Asset Management LLC | 7,057 | $2.44M | 0.54% | −175−2.4% | Reduced |
| Fosun International Ltd | 7,131 | $2.46M | 0.92% | −406−5.4% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 7,134 | $2.46M | 0.56% | +7,134 | New |
| Ahl Investment Management, Inc. | 7,150 | $2.47M | 1.69% | −162−2.2% | Reduced |
| Stevens Capital Management LP | 7,158 | $2.47M | 0.33% | +1,272+21.6% | Added |
| Signal Advisors Wealth, LLC | 7,161 | $2.47M | 0.22% | +3,107+76.6% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 7,163 | $2.47M | 0.77% | +327+4.8% | Added |
| Fairbanks Capital Management, Inc. | 7,167 | $2.47M | 1.34% | +1,709+31.3% | Added |
| Mitchell McLeod Pugh & Williams Inc | 6,737 | $2.48M | 0.40% | −20.0% | Reduced |
| Optimum Investment Advisors | 7,185 | $2.48M | 0.98% | −73−1.0% | Reduced |
| Clark Capital Management Group, Inc. | 7,203 | $2.49M | 0.02% | −136,269−95.0% | Reduced |
| CX Institutional | 7,209 | $2.49M | 0.08% | −13,196−64.7% | Reduced |
| Oakworth Capital, Inc. | 7,260 | $2.51M | 0.14% | +11+0.2% | Added |
| IMS Capital Management | 7,273 | $2.51M | 1.16% | +511+7.6% | Added |
| JB Capital LLC | 7,276 | $2.51M | 0.11% | +5+0.1% | Added |
| CWC Advisors, LLC. | 7,277 | $2.51M | 1.23% | +2,907+66.5% | Added |
| Simon Quick Advisors, LLC | 7,280 | $2.51M | 0.11% | +90+1.3% | Added |
| Te Ahumairangi Investment Management Ltd | 7,302 | $2.52M | 0.43% | −203−2.7% | Reduced |