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; 3,394 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 | 3,394 | $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 |
|---|---|---|---|---|---|
| Foster Dykema Cabot & Partners, LLC | 83 | $28.7K | 0.00% | +34+69.4% | Added |
| 1248 Management, LLC | 83 | $28.7K | 0.02% | +83 | New |
| WealthCollab, LLC | 86 | $29.7K | 0.01% | −8−8.5% | Reduced |
| Cranbrook Wealth Management, LLC | 87 | $30.0K | 0.01% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 85 | $30.1K | 0.02% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 88 | $30.4K | 0.04% | +1+1.1% | Added |
| Hurley Capital, LLC | 89 | $30.6K | 0.02% | +40+81.6% | Added |
| Dogwood Wealth Management LLC | 89 | $30.7K | 0.01% | −1,318−93.7% | Reduced |
| Gleason Group, Inc. | 91 | $31.5K | 0.00% | 00.0% | Unchanged |
| Financial Life Planners | 92 | $31.8K | 0.02% | +92 | New |
| Cloud Capital Management, LLC | 95 | $32.0K | 0.02% | +95 | New |
| Kilter Group LLC | 93 | $32.1K | 0.02% | −16−14.7% | Reduced |
| Sagard Holdings Management Inc. | 94 | $32.5K | 0.16% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 95 | $32.8K | 0.02% | −35−26.9% | Reduced |
| Red Tortoise LLC | 95 | $32.9K | 0.01% | +21+28.4% | Added |
| Front Row Advisors LLC | 96 | $33.1K | 0.01% | 00.0% | Unchanged |
| Imprint Wealth LLC | 96 | $33.1K | 0.11% | +96 | New |
| Grey Fox Wealth Advisors, LLC | 97 | $33.4K | 0.01% | +97 | New |
| Lowe Wealth Advisors, LLC | 100 | $34.5K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 100 | $34.5K | 0.02% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 100 | $34.5K | 0.02% | 00.0% | Unchanged |
| Horizons Wealth Management | 100 | $34.5K | 0.02% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 100 | $34.5K | 0.03% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 100 | $34.7K | 0.03% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 102 | $35.1K | 0.02% | −50−32.9% | Reduced |
| Solstein Capital, LLC | 104 | $35.9K | 0.02% | 00.0% | Unchanged |
| Kentucky Trust Co | 107 | $36.9K | 0.02% | −36−25.2% | Reduced |
| Delos Wealth Advisors, LLC | 110 | $38.0K | 0.03% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 113 | $39.0K | 0.00% | −18,975−99.4% | Reduced |
| Kimelman & Baird, LLC | 117 | $40.4K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 118 | $41.1K | 0.02% | +118 | New |
| TruNorth Capital Management, LLC | 120 | $41.4K | 0.01% | −14−10.4% | Reduced |
| New Millennium Group LLC | 122 | $42.3K | 0.02% | −15−10.9% | Reduced |
| Union Bancaire Privee, UBP SA | 123 | $42.3K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 125 | $43.2K | 0.02% | −26−17.2% | Reduced |
| Riverview Trust Co | 125 | $43.2K | 0.05% | 00.0% | Unchanged |
| West Oak Capital, LLC | 125 | $43.2K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1,218 | $44.0K | 0.01% | +813+200.7% | Added |
| Retirement Wealth Solutions LLC | 130 | $44.9K | 0.03% | −69−34.7% | Reduced |
| MPWM Advisory Solutions, LLC | 131 | $45.2K | 0.03% | +120+1,090.9% | Added |
| Halbert Hargrove Global Advisors, LLC | 134 | $46.4K | 0.00% | +80+148.1% | Added |
| Quest 10 Wealth Builders, Inc. | 139 | $48.1K | 0.04% | −209−60.1% | Reduced |
| Glass Jacobson Investment Advisors llc | 140 | $48.4K | 0.02% | +17+13.8% | Added |
| Scarborough Advisors, LLC | 144 | $49.7K | 0.01% | −10−6.5% | Reduced |
| Roble, Belko & Company, Inc | 146 | $50.0K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 146 | $50.4K | 0.02% | −10−6.4% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 147 | $50.8K | 0.05% | +4+2.8% | Added |
| Atlantic Edge Private Wealth Management, LLC | 149 | $51.5K | 0.01% | −83−35.8% | Reduced |
| VSM Wealth Advisory, LLC | 149 | $51.6K | 0.02% | +13+9.6% | Added |
| Quest Partners LLC | 150 | $51.8K | 0.00% | −269−64.2% | Reduced |
| Your Advocates Ltd., LLP | 150 | $51.8K | 0.02% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 159 | $54.9K | 0.03% | −2−1.2% | Reduced |
| Coston, McIsaac & Partners | 161 | $55.0K | 0.01% | +8+5.2% | Added |
| WS Portfolio Advisory, LLC | 162 | $55.9K | 3.04% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 166 | $57.3K | 0.02% | 00.0% | Unchanged |
| Motco | 169 | $58.4K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 169 | $58.5K | 0.00% | −6−3.4% | Reduced |
| Marquette Asset Management, LLC | 172 | $59.4K | 0.01% | −83−32.5% | Reduced |
| Pineridge Advisors LLC | 173 | $59.8K | 0.02% | −18−9.4% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 177 | $60.5K | 0.04% | −9−4.8% | Reduced |
| Westfuller Advisors, LLC | 178 | $61.5K | 0.03% | +178 | New |
| DiNuzzo Private Wealth, Inc. | 200 | $62.0K | 0.01% | −9−4.3% | Reduced |
| Mendota Financial Group, LLC | 180 | $62.2K | 0.05% | 00.0% | Unchanged |
| Costello Asset Management, INC | 181 | $62.5K | 0.02% | −349−65.8% | Reduced |
| Ogorek Anthony Joseph | 193 | $66.0K | 0.02% | +78+67.8% | Added |
| North Capital, Inc. | 194 | $67.0K | 0.05% | +27+16.2% | Added |
| Noble Wealth Management PBC | 194 | $67.0K | 0.04% | +194 | New |
| Howard Hughes Medical Institute | 195 | $67.3K | 0.04% | −3−1.5% | Reduced |
| Delta Asset Management LLC | 197 | $68.0K | 0.01% | +4+2.1% | Added |
| ROSS\JOHNSON & Associates LLC | 203 | $70.1K | 1.32% | +190+1,461.5% | Added |
| GoalVest Advisory LLC | 205 | $70.8K | 0.02% | −90−30.5% | Reduced |
| Truvestments Capital LLC | 209 | $72.2K | 0.01% | −343−62.1% | Reduced |
| Evelyn Partners Asset Management Ltd | 210 | $72.5K | 0.02% | +54+34.6% | Added |
| Fourth Dimension Wealth, LLC | 210 | $72.5K | 0.03% | +85+68.0% | Added |
| Hazlett, Burt & Watson, Inc. | 210 | $73.0K | 0.03% | −20−8.7% | Reduced |
| Dunhill Financial, LLC | 213 | $73.5K | 0.02% | −1,301−85.9% | Reduced |
| Clayton Financial Group LLC | 215 | $74.1K | 0.05% | +215 | New |
| Private Wealth Management Group, LLC | 219 | $75.6K | 0.02% | −133−37.8% | Reduced |
| Highline Wealth Partners LLC | 222 | $76.6K | 0.02% | +1+0.5% | Added |
| Maj Invest Holding A/S | 222 | $77.0K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 226 | $78.0K | 0.01% | +2+0.9% | Added |
| Blue Bell Private Wealth Management, LLC | 227 | $78.4K | 0.01% | −4−1.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 228 | $79.0K | 0.02% | −46−16.8% | Reduced |
| Pilgrim Partners Asia Pte Ltd | 230 | $79.4K | 0.04% | +230 | New |
| Bank of New Hampshire | 240 | $82.9K | 0.02% | −50−17.2% | Reduced |
| Curat Global, LLC | 240 | $82.9K | 0.08% | 00.0% | Unchanged |
| Copia Wealth Management | 240 | $82.9K | 0.06% | +157+189.2% | Added |
| Consultiva Wealth Management, Corp. | 241 | $83.2K | 0.23% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 242 | $83.6K | 0.01% | +173+250.7% | Added |
| Vermillion & White Wealth Management Group, LLC | 242 | $83.7K | 0.05% | −310−56.2% | Reduced |
| ZRC Wealth Management, LLC | 243 | $83.9K | 0.03% | +54+28.6% | Added |
| Abound Wealth Management | 244 | $84.2K | 0.02% | +29+13.5% | Added |
| Hughes Financial Services, LLC | 262 | $84.3K | 0.01% | +1+0.4% | Added |
| Lummis Asset Management, LP | 249 | $86.0K | 0.06% | +203+441.3% | Added |
| Pin Oak Investment Advisors Inc | 252 | $87.0K | 0.06% | −90−26.3% | Reduced |
| Smallwood Wealth Investment Management, LLC | 254 | $87.7K | 0.05% | −4−1.6% | Reduced |
| Rational Advisors LLC | 258 | $89.1K | 0.01% | −66−20.4% | Reduced |
| Sherman Asset Management, Inc. | 260 | $89.8K | 0.08% | 00.0% | Unchanged |
| YANKCOM Partnership | 262 | $90.5K | 0.04% | −248−48.6% | Reduced |
| Hillsdale Investment Management Inc. | 267 | $92.2K | 0.00% | −13,147−98.0% | Reduced |