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 |
|---|---|---|---|---|---|
| Cypress Asset Management Inc | 8,783 | $3.03M | 0.69% | −1,271−12.6% | Reduced |
| Griffith & Werner, Inc. | 9,450 | $3.04M | 1.57% | +9,450 | New |
| Atomi Financial Group, Inc. | 8,817 | $3.04M | 0.10% | +1,706+24.0% | Added |
| Resources Management Corp | 8,828 | $3.05M | 0.39% | −4,864−35.5% | Reduced |
| Cigna Investments Inc | 8,860 | $3.06M | 0.43% | −95−1.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 8,862 | $3.06M | 0.19% | +1,941+28.0% | Added |
| Kapitalo Investimentos Ltda | 8,873 | $3.06M | 0.57% | +8,873 | New |
| Field & Main Bank | 8,878 | $3.07M | 0.91% | −1,999−18.4% | Reduced |
| Commonwealth Retirement Investments LLC | 8,884 | $3.07M | 1.04% | −1,388−13.5% | Reduced |
| Confluence Wealth Services, Inc. | 8,931 | $3.08M | 0.15% | +1,830+25.8% | Added |
| Wealthcare Advisory Partners LLC | 8,963 | $3.09M | 0.06% | +428+5.0% | Added |
| Mirabella Financial Services LLP | 8,992 | $3.10M | 0.27% | +2,420+36.8% | Added |
| Visionary Wealth Advisors | 8,976 | $3.10M | 0.14% | +866+10.7% | Added |
| Cullinan Associates Inc | 8,977 | $3.10M | 0.20% | −1,421−13.7% | Reduced |
| Capital Advisors Inc | 8,981 | $3.10M | 0.05% | +292+3.4% | Added |
| Capitolis Liquid Global Markets LLC | 9,000 | $3.11M | 0.02% | −118,400−92.9% | Reduced |
| Poehling Capital Management, LLC | 9,013 | $3.11M | 0.65% | +9,013 | New |
| Ables, Iannone, Moore & Associates, Inc. | 9,019 | $3.11M | 1.79% | +2,714+43.0% | Added |
| Belpointe Asset Management LLC | 9,047 | $3.12M | 0.12% | −2,118−19.0% | Reduced |
| Paradigm Asset Management Co LLC | 9,080 | $3.14M | 0.72% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 9,066 | $3.14M | 0.17% | +424+4.9% | Added |
| Choate Investment Advisors | 9,113 | $3.15M | 0.07% | −3,194−26.0% | Reduced |
| Notis-McConarty Edward | 9,113 | $3.15M | 1.46% | +276+3.1% | Added |
| Capital Analysts, LLC | 9,141 | $3.16M | 0.09% | −993−9.8% | Reduced |
| Pinnacle Holdings, LLC | 9,231 | $3.19M | 1.11% | −48−0.5% | Reduced |
| KCM Investment Advisors LLC | 9,231 | $3.19M | 0.10% | −272−2.9% | Reduced |
| Thematics Asset Management | 9,243 | $3.19M | 0.14% | −1,937−17.3% | Reduced |
| Twin Capital Management Inc | 9,247 | $3.19M | 0.40% | −2,136−18.8% | Reduced |
| Granite Investment Partners, LLC | 9,258 | $3.20M | 0.18% | −3,397−26.8% | Reduced |
| Integrity Alliance, LLC. | 9,265 | $3.20M | 0.15% | +2,317+33.3% | Added |
| Summit Wealth Group LLC | 6,383 | $3.22M | 0.44% | +5,103+398.7% | Added |
| Veritas Investment Partners (UK) Ltd. | 9,330 | $3.22M | 0.06% | −635,306−98.6% | Reduced |
| Mission Creek Capital Partners, Inc. | 9,348 | $3.23M | 0.64% | +8,691+1,322.8% | Added |
| Woodmont Investment Counsel LLC | 9,356 | $3.23M | 0.21% | −11,012−54.1% | Reduced |
| Northern Oak Wealth Management Inc | 9,361 | $3.23M | 0.40% | −485−4.9% | Reduced |
| Immersion Capital LLP | 9,400 | $3.25M | 3.34% | +9,400 | New |
| Estabrook Capital Management | 9,410 | $3.25M | 0.47% | −71−0.7% | Reduced |
| Paradigm Financial Partners, LLC | 9,423 | $3.25M | 0.33% | −2,770−22.7% | Reduced |
| Chickasaw Capital Management LLC | 9,428 | $3.25M | 0.13% | +295+3.2% | Added |
| BigSur Wealth Management LLC | 9,444 | $3.26M | 0.80% | −2,186−18.8% | Reduced |
| Simplicity Wealth,LLC | 9,447 | $3.26M | 0.19% | −9,630−50.5% | Reduced |
| TKG Advisors, LLC | 9,488 | $3.28M | 1.40% | +9,488 | New |
| Massmutual Trust Co FSB | 9,492 | $3.28M | 0.08% | −4,395−31.6% | Reduced |
| NJ State Employees Deferred Compensation Plan | 9,500 | $3.28M | 0.36% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 9,559 | $3.30M | 0.26% | +2,090+28.0% | Added |
| PACK Private Wealth, LLC | 9,569 | $3.30M | 1.56% | 00.0% | Unchanged |
| Jump Financial, LLC | 9,581 | $3.31M | 0.04% | +7,879+462.9% | Added |
| Chicago Partners Investment Group LLC | 9,004 | $3.31M | 0.09% | +4,398+95.5% | Added |
| Chilton Investment Co LLC | 9,603 | $3.32M | 0.07% | −28,679−74.9% | Reduced |
| Fidelis Capital Partners, LLC | 9,646 | $3.33M | 0.26% | +1,006+11.6% | Added |
| Ami Investment Management Inc | 9,658 | $3.33M | 0.77% | +1,188+14.0% | Added |
| Jackson Hole Capital Partners, LLC | 9,686 | $3.34M | 0.57% | −792−7.6% | Reduced |
| Penserra Capital Management LLC | 9,693 | $3.35M | 0.04% | +107+1.1% | Added |
| Beverly Hills Private Wealth, LLC | 9,693 | $3.35M | 0.59% | −448−4.4% | Reduced |
| Eclectic Associates Inc | 9,697 | $3.35M | 0.61% | −10.0% | Reduced |
| G&S Capital LLC | 9,709 | $3.35M | 1.24% | +9,709 | New |
| Salem Investment Counselors Inc | 9,728 | $3.36M | 0.10% | −6,505−40.1% | Reduced |
| Invst, LLC | 9,736 | $3.36M | 0.38% | +61+0.6% | Added |
| Chicago Trust Co NA | 9,738 | $3.36M | 0.47% | −931−8.7% | Reduced |
| Glassy Mountain Advisors, Inc. | 9,788 | $3.38M | 1.02% | +3,928+67.0% | Added |
| Sagespring Wealth Partners, LLC | 9,804 | $3.39M | 0.07% | −141−1.4% | Reduced |
| Moody National Bank Trust Division | 9,816 | $3.39M | 0.29% | +1,006+11.4% | Added |
| Dana Investment Advisors, Inc. | 9,821 | $3.39M | 0.10% | −29,372−74.9% | Reduced |
| Constitution Capital LLC | 9,827 | $3.39M | 1.59% | +3,125+46.6% | Added |
| Calamos Wealth Management LLC | 9,847 | $3.40M | 0.12% | +723+7.9% | Added |
| Weik Capital Management | 9,868 | $3.41M | 1.27% | +44+0.4% | Added |
| Aaron Wealth Advisors | 9,908 | $3.42M | 0.21% | +6,794+218.2% | Added |
| First Foundation Advisors | 9,976 | $3.44M | 0.13% | −1,564−13.6% | Reduced |
| one8zero8, LLC | 9,992 | $3.45M | 0.75% | +65+0.7% | Added |
| Mitchell & Pahl Private Wealth, LLC | 10,001 | $3.45M | 1.45% | +752+8.1% | Added |
| Harrell Investment Partners, LLC | 10,052 | $3.47M | 0.82% | −718−6.7% | Reduced |
| Morton Community Bank | 10,169 | $3.47M | 0.80% | +1,082+11.9% | Added |
| Round Rock Advisors, LLC | 10,113 | $3.49M | 0.55% | +10+0.1% | Added |
| Plancorp, LLC | 10,150 | $3.50M | 0.11% | −1,745−14.7% | Reduced |
| Brown Miller Wealth Management, LLC | 10,153 | $3.51M | 0.99% | +2,925+40.5% | Added |
| Manhattan West Asset Management, LLC | 10,217 | $3.53M | 0.75% | +123+1.2% | Added |
| Voleon Capital Management LP | 10,233 | $3.53M | 0.09% | −4,151−28.9% | Reduced |
| KKM Financial LLC | 10,251 | $3.54M | 1.11% | +3,291+47.3% | Added |
| Montag A & Associates Inc | 10,256 | $3.54M | 0.16% | −632−5.8% | Reduced |
| Highland Capital Management, LLC | 10,275 | $3.55M | 0.18% | −2,960−22.4% | Reduced |
| Retirement Guys Formula LLC | 10,292 | $3.55M | 1.25% | +781+8.2% | Added |
| Harbour Capital Advisors, LLC | 9,781 | $3.56M | 0.73% | −1,984−16.9% | Reduced |
| SevenBridge Financial Group, LLC | 10,495 | $3.56M | 0.59% | +666+6.8% | Added |
| Accredited Investors Inc. | 10,326 | $3.57M | 0.20% | +865+9.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,338 | $3.57M | 0.11% | +218+2.2% | Added |
| LRT Capital Management, LLC | 10,342 | $3.57M | 2.37% | −631−5.8% | Reduced |
| William B. Walkup & Associates, Inc. | 10,385 | $3.59M | 1.92% | +50.0% | Added |
| Jaffetilchin Investment Partners, LLC | 10,392 | $3.59M | 0.21% | +1,050+11.2% | Added |
| IHT Wealth Management, LLC | 10,462 | $3.61M | 0.09% | −930−8.2% | Reduced |
| Beech Hill Advisors, Inc. | 10,470 | $3.62M | 1.69% | +3,243+44.9% | Added |
| Koshinski Asset Management, Inc. | 10,540 | $3.64M | 0.24% | −285−2.6% | Reduced |
| Verition Fund Management LLC | 10,596 | $3.66M | 0.02% | −859−7.5% | Reduced |
| Trust Asset Management LLC | 10,600 | $3.66M | 0.25% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 10,610 | $3.66M | 0.13% | −7,686−42.0% | Reduced |
| Farmers National Bank | 10,611 | $3.66M | 0.87% | −61−0.6% | Reduced |
| Elgethun Capital Management | 10,549 | $3.67M | 0.67% | −143−1.3% | Reduced |
| ZEGA Investments, LLC | 10,647 | $3.68M | 0.84% | −7−0.1% | Reduced |
| LexAurum Advisors, LLC | 10,668 | $3.68M | 0.52% | +1,242+13.2% | Added |
| Brown Shipley& Co Ltd | 10,702 | $3.70M | 1.95% | −459−4.1% | Reduced |
| Central Bank & Trust Co | 10,706 | $3.70M | 0.58% | −2,393−18.3% | Reduced |