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 | 3,054 | $202.4B |
| Q4 2025 | 3,311 | $248.2B |
| Q3 2025 | 3,168 | $253.5B |
| Q2 2025 | 3,185 | $241.1B |
| Q1 2025 | 3,613 | $424.3B |
| Q4 2024 | 3,684 | $409.5B |
| Q3 2024 | 3,476 | $474.6B |
| Q2 2024 | 3,406 | $411.9B |
| Q1 2024 | 3,384 | $398.9B |
| Q4 2023 | 3,421 | $428.0B |
| Q3 2023 | 3,144 | $407.5B |
| Q2 2023 | 3,136 | $388.4B |
| Q1 2023 | 3,114 | $383.6B |
| Q4 2022 | 3,159 | $434.2B |
| Q3 2022 | 2,998 | $413.5B |
| Q2 2022 | 2,964 | $422.0B |
| Q1 2022 | 2,965 | $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 |
|---|---|---|---|---|---|
| Viawealth, LLC | 7,337 | $2.53M | 1.38% | −80−1.1% | Reduced |
| Narwhal Capital Management | 7,343 | $2.54M | 0.19% | −6,770−48.0% | Reduced |
| Ronald Blue Trust, Inc. | 7,361 | $2.54M | 0.03% | −575−7.2% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 7,379 | $2.55M | 0.60% | +1,420+23.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 7,396 | $2.55M | 0.19% | −638−7.9% | Reduced |
| GWN Securities Inc. | 7,294 | $2.56M | 0.59% | −5,860−44.5% | Reduced |
| Monetary Management Group Inc | 7,408 | $2.56M | 0.59% | −1,500−16.8% | Reduced |
| Empire Financial Management Company, LLC | 7,425 | $2.56M | 0.59% | +2,902+64.2% | Added |
| Petros Family Wealth, LLC | 7,444 | $2.57M | 2.15% | −1,029−12.1% | Reduced |
| Valley National Advisers Inc | 7,451 | $2.57M | 0.40% | +6,375+592.5% | Added |
| WT Wealth Management | 7,448 | $2.57M | 0.74% | −358−4.6% | Reduced |
| Pinnacle West Asset Management, Inc. | 7,468 | $2.58M | 1.67% | +258+3.6% | Added |
| Floyd Financial Group LLC | 7,192 | $2.58M | 1.91% | +3,659+103.6% | Added |
| MPS Loria Financial Planners, LLC | 7,499 | $2.59M | 0.69% | +207+2.8% | Added |
| Barbara Oil Co. | 7,500 | $2.59M | 0.96% | −4,000−34.8% | Reduced |
| Shayne & Co., LLC | 7,515 | $2.59M | 0.80% | −35−0.5% | Reduced |
| Howard Capital Management Inc. | 7,524 | $2.60M | 0.03% | +240+3.3% | Added |
| Smartleaf Asset Management LLC | 7,533 | $2.60M | 0.16% | +1,900+33.7% | Added |
| Delaney Dennis R | 7,532 | $2.60M | 1.30% | −1,364−15.3% | Reduced |
| Ulland Investment Advisors, LLC | 7,531 | $2.60M | 1.96% | +90+1.2% | Added |
| TD Private Client Wealth LLC | 7,538 | $2.60M | 0.06% | +352+4.9% | Added |
| Centaurus Financial, Inc. | 7,568 | $2.61M | 0.12% | −8,390−52.6% | Reduced |
| Bond & Devick Financial Network, Inc. | 7,572 | $2.61M | 0.79% | −317−4.0% | Reduced |
| Becker Capital Management Inc | 7,584 | $2.62M | 0.08% | −384−4.8% | Reduced |
| Flavin Financial Services, Inc. | 7,610 | $2.63M | 1.87% | +2,629+52.8% | Added |
| Portfolio Design Labs, LLC | 7,617 | $2.63M | 0.45% | +4,076+115.1% | Added |
| Studio Investment Management LLC | 7,628 | $2.63M | 0.50% | +201+2.7% | Added |
| First Dallas Securities Inc. | 7,641 | $2.64M | 0.99% | +7,641 | New |
| Carret Asset Management, LLC | 7,658 | $2.64M | 0.26% | −225−2.9% | Reduced |
| Castleview Partners, LLC | 7,694 | $2.66M | 1.44% | +5,855+318.4% | Added |
| Intrust Bank NA | 7,729 | $2.67M | 0.22% | +81+1.1% | Added |
| Cascades Capital Asset Management, LLC | 7,746 | $2.67M | 1.18% | −18−0.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 7,762 | $2.68M | 0.40% | +1,363+21.3% | Added |
| R.H. Investment Group, LLC | 7,804 | $2.69M | 2.34% | +655+9.2% | Added |
| English Capital Management LLC | 7,841 | $2.71M | 1.77% | 00.0% | Unchanged |
| Qtron Investments LLC | 7,844 | $2.71M | 0.34% | −1,536−16.4% | Reduced |
| Nicollet Investment Management, Inc. | 7,847 | $2.71M | 0.88% | −292−3.6% | Reduced |
| Shoker Investment Counsel, Inc. | 7,893 | $2.73M | 0.80% | +7,893 | New |
| Fischer Financial Services, Inc. | 7,897 | $2.73M | 0.73% | −237−2.9% | Reduced |
| Krilogy Financial LLC | 8,323 | $2.73M | 0.10% | +8,323 | New |
| Geneos Wealth Management Inc. | 7,901 | $2.73M | 0.07% | −2,924−27.0% | Reduced |
| Caldwell Trust Co | 7,907 | $2.73M | 0.26% | −6,582−45.4% | Reduced |
| Pallas Capital Advisors LLC | 7,908 | $2.73M | 0.10% | +1,424+22.0% | Added |
| RMB Capital Management, LLC | 7,910 | $2.73M | 0.05% | −155−1.9% | Reduced |
| Cidel Asset Management Inc | 7,914 | $2.73M | 0.16% | +1,403+21.5% | Added |
| Independence Bank of Kentucky | 7,940 | $2.74M | 0.35% | +274+3.6% | Added |
| Interchange Capital Partners, LLC | 7,935 | $2.75M | 0.54% | +1,324+20.0% | Added |
| Parsonex Advisory Services, Inc. | 7,956 | $2.75M | 1.87% | +6,112+331.5% | Added |
| Schnieders Capital Management, LLC. | 7,998 | $2.76M | 0.49% | +7,998 | New |
| Burns Matteson Capital Management, LLC | 8,017 | $2.77M | 1.16% | +8,017 | New |
| Kempner Capital Management Inc. | 8,030 | $2.77M | 2.31% | −6,895−46.2% | Reduced |
| Richard Bernstein Advisors LLC | 8,060 | $2.78M | 0.08% | −12,100−60.0% | Reduced |
| Asset Dedication, LLC | 8,071 | $2.79M | 0.19% | −1,068−11.7% | Reduced |
| Pathway Financial Advisers, LLC | 8,204 | $2.80M | 0.82% | +983+13.6% | Added |
| U S Wealth Group, LLC. | 8,114 | $2.80M | 1.83% | +3,716+84.5% | Added |
| Capital Insight Partners, LLC | 8,138 | $2.81M | 0.47% | −764−8.6% | Reduced |
| Kinneret Advisory, LLC | 8,148 | $2.81M | 0.24% | −36−0.4% | Reduced |
| Pensionfund Sabic | 8,150 | $2.81M | 0.77% | 00.0% | Unchanged |
| TB Alternative Assets Ltd. | 8,163 | $2.82M | 0.42% | −8,696−51.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,172 | $2.82M | 0.06% | −3,686−31.1% | Reduced |
| Hillman Capital Management, Inc. | 8,181 | $2.82M | 1.64% | +8,181 | New |
| Applied Finance Capital Management, LLC | 8,200 | $2.83M | 0.20% | +8,200 | New |
| Plimoth Trust Co LLC | 8,263 | $2.85M | 0.65% | −172−2.0% | Reduced |
| Holderness Investments Co | 8,266 | $2.85M | 0.58% | −2,173−20.8% | Reduced |
| Gs Investments, Inc. | 8,271 | $2.86M | 1.41% | −2,857−25.7% | Reduced |
| Sage Mountain Advisors LLC | 8,281 | $2.86M | 0.16% | +2,016+32.2% | Added |
| Pitcairn Co | 8,298 | $2.87M | 0.23% | −5,683−40.6% | Reduced |
| Global Assets Advisory, LLC | 8,322 | $2.87M | 0.85% | +2,997+56.3% | Added |
| Family Legacy, Inc. | 8,327 | $2.88M | 0.88% | +250+3.1% | Added |
| Compton Wealth Advisory Group, LLC | 8,340 | $2.88M | 0.67% | −65−0.8% | Reduced |
| DeDora Capital, Inc. | 8,340 | $2.88M | 0.70% | −300−3.5% | Reduced |
| V2 Financial group LLC | 8,342 | $2.88M | 1.60% | −303−3.5% | Reduced |
| Signet Investment Advisory Group, Inc. | 8,353 | $2.88M | 1.39% | +905+12.2% | Added |
| Kensington Investment Counsel, LLC | 8,365 | $2.89M | 1.18% | +8,365 | New |
| Syon Capital LLC | 8,369 | $2.89M | 0.16% | −986−10.5% | Reduced |
| Bristlecone Advisors, LLC | 8,388 | $2.90M | 0.24% | −604−6.7% | Reduced |
| Independent Financial Group, LLC | 8,415 | $2.91M | 0.07% | −1,802−17.6% | Reduced |
| Berkshire Asset Management LLC | 8,427 | $2.91M | 0.12% | −68−0.8% | Reduced |
| Fulcrum Asset Management LLP | 8,441 | $2.91M | 0.81% | −4,638−35.5% | Reduced |
| Perigon Wealth Management, LLC | 8,469 | $2.92M | 0.06% | −2,977−26.0% | Reduced |
| Maia Wealth LLC | 9,103 | $2.93M | 0.49% | +1,989+28.0% | Added |
| Fragasso Group Inc. | 8,148 | $2.93M | 0.18% | −137−1.7% | Reduced |
| Miracle Mile Advisors, LLC | 8,506 | $2.94M | 0.04% | −3,278−27.8% | Reduced |
| Sumitomo Life Insurance Co | 8,530 | $2.95M | 0.09% | −275−3.1% | Reduced |
| Western Wealth Management, LLC | 8,542 | $2.95M | 0.16% | −313−3.5% | Reduced |
| Ted Buchan & Co | 8,552 | $2.95M | 1.16% | +1,198+16.3% | Added |
| Fulton Bank, N.A. | 8,568 | $2.96M | 0.10% | +220+2.6% | Added |
| Joel Isaacson & Co., LLC | 8,574 | $2.96M | 0.11% | +2,770+47.7% | Added |
| Fortis Group Advisors, LLC | 8,719 | $2.98M | 0.51% | +157+1.8% | Added |
| Pacific Capital Partners Ltd | 8,625 | $2.98M | 3.32% | +3,875+81.6% | Added |
| HealthInvest Partners AB | 13,727 | $2.98M | 1.10% | 00.0% | Unchanged |
| Trust Co of Vermont | 8,637 | $2.98M | 0.13% | −4,108−32.2% | Reduced |
| Prosperity Consulting Group, LLC | 8,642 | $2.98M | 0.15% | −1,967−18.5% | Reduced |
| LaSalle St. Investment Advisors, LLC | 8,689 | $3.00M | 0.54% | +1,995+29.8% | Added |
| Insigneo Advisory Services, LLC | 8,697 | $3.00M | 0.21% | +660+8.2% | Added |
| Essex Financial Services, Inc. | 8,723 | $3.01M | 0.18% | −792−8.3% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 8,735 | $3.02M | 0.09% | −375−4.1% | Reduced |
| Cassaday & Co Wealth Management LLC | 8,745 | $3.02M | 0.07% | −24−0.3% | Reduced |
| Elefante Mark B | 8,750 | $3.02M | 1.93% | +2,309+35.8% | Added |
| Blackstone Group Inc. | 8,756 | $3.02M | 0.01% | −24,999−74.1% | Reduced |