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 |
|---|---|---|---|---|---|
| Perpetual Ltd | 10,722 | $3.70M | 0.05% | −1,002−8.5% | Reduced |
| Peloton Wealth Strategists | 10,735 | $3.71M | 1.46% | −845−7.3% | Reduced |
| Shufro Rose & Co LLC | 7,081 | $3.71M | 0.30% | −65−0.9% | Reduced |
| AdvisorNet Financial, Inc | 10,744 | $3.71M | 0.21% | −1,017−8.6% | Reduced |
| City Holding Co | 10,752 | $3.71M | 0.47% | −5,111−32.2% | Reduced |
| Moloney Securities Asset Management, LLC | 10,769 | $3.72M | 0.44% | +2,147+24.9% | Added |
| CenterBook Partners LP | 10,781 | $3.72M | 0.18% | +6,697+164.0% | Added |
| HBK Sorce Advisory LLC | 10,322 | $3.73M | 0.09% | −1,111−9.7% | Reduced |
| Lountzis Asset Management, LLC | 10,849 | $3.75M | 1.22% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 10,856 | $3.75M | 0.91% | +10,856 | New |
| Asahi Life Asset Management Co., Ltd. | 10,894 | $3.76M | 2.09% | −1,138−9.5% | Reduced |
| Neville Rodie & Shaw Inc | 10,918 | $3.77M | 0.27% | −3,881−26.2% | Reduced |
| Whalerock Point Partners, LLC | 10,933 | $3.78M | 0.77% | −2,406−18.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 10,940 | $3.78M | 0.04% | −527−4.6% | Reduced |
| Pinnbrook Capital Management LP | 10,974 | $3.79M | 0.70% | +10,974 | New |
| First Interstate Bank | 11,013 | $3.80M | 0.21% | −41−0.4% | Reduced |
| Titleist Asset Management, LLC | 11,042 | $3.81M | 0.34% | +1,699+18.2% | Added |
| Eastern Bank | 11,078 | $3.83M | 0.07% | −8,878−44.5% | Reduced |
| WealthShield Partners, LLC | 11,079 | $3.83M | 0.43% | +1,076+10.8% | Added |
| Colonial Trust Co | 11,130 | $3.84M | 0.52% | −3,885−25.9% | Reduced |
| Glenview Trust Co | 11,166 | $3.86M | 0.06% | −4,265−27.6% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 11,166 | $3.86M | 1.85% | +1,369+14.0% | Added |
| Rothschild Investment LLC | 11,169 | $3.86M | 0.22% | +291+2.7% | Added |
| Cary Street Partners Financial LLC | 11,239 | $3.88M | 0.10% | −2,414−17.7% | Reduced |
| Boothbay Fund Management, LLC | 11,428 | $3.95M | 0.10% | +2,371+26.2% | Added |
| Caliber Wealth Management, LLC | 11,486 | $3.97M | 0.44% | +1,126+10.9% | Added |
| Bank of Nova Scotia Trust Co | 11,524 | $3.98M | 0.37% | −446−3.7% | Reduced |
| Westbourne Investments, Inc. | 11,660 | $3.98M | 1.90% | +11,660 | New |
| Empire Life Investments Inc. | 11,582 | $4.00M | 0.23% | +3,483+43.0% | Added |
| Wealthspire Advisors, LLC | 11,621 | $4.01M | 0.02% | −1,472−11.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 11,662 | $4.03M | 0.24% | +363+3.2% | Added |
| Brentview Investment Management LLC | 11,682 | $4.03M | 1.84% | +426+3.8% | Added |
| Mizuho Markets Cayman LP | 11,729 | $4.05M | 0.34% | +7,928+208.6% | Added |
| Global Retirement Partners, LLC | 11,733 | $4.05M | 0.09% | −1,759−13.0% | Reduced |
| F/M Investments LLC | 11,764 | $4.06M | 0.16% | +2,785+31.0% | Added |
| Leeward Financial Partners, LLC | 11,904 | $4.11M | 1.17% | +408+3.5% | Added |
| Sowell Financial Services LLC | 11,915 | $4.11M | 0.16% | +6,096+104.8% | Added |
| Alps Advisors Inc | 11,928 | $4.12M | 0.02% | −13,891−53.8% | Reduced |
| Sivik Global Healthcare LLC | 12,000 | $4.14M | 2.18% | −3,000−20.0% | Reduced |
| Silvercrest Asset Management Group LLC | 12,039 | $4.16M | 0.03% | −2,367−16.4% | Reduced |
| Diversify Wealth Management, LLC | 12,456 | $4.16M | 0.24% | +884+7.6% | Added |
| Tradewinds, LLC. | 12,043 | $4.16M | 1.01% | +12,043 | New |
| SageView Advisory Group, LLC | 12,053 | $4.16M | 0.14% | +4,171+52.9% | Added |
| Persistent Asset Partners Ltd | 12,063 | $4.17M | 3.02% | +12,063 | New |
| Exchange Traded Concepts, LLC | 12,098 | $4.18M | 0.04% | +7,914+189.1% | Added |
| Fiduciary Alliance LLC | 12,110 | $4.18M | 0.28% | −2,082−14.7% | Reduced |
| Van Hulzen Asset Management, LLC | 12,119 | $4.18M | 0.31% | +6,548+117.5% | Added |
| Matauro, LLC | 12,123 | $4.19M | 0.67% | +9,419+348.3% | Added |
| Generali Investments, Management Co LLC | 12,146 | $4.19M | 0.87% | +4,020+49.5% | Added |
| Aurdan Capital Management, LLC | 12,210 | $4.22M | 1.34% | −3,636−22.9% | Reduced |
| Marshall & Sullivan Inc | 12,229 | $4.22M | 1.96% | +298+2.5% | Added |
| Jasper Ridge Partners, L.P. | 12,379 | $4.27M | 0.10% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 12,380 | $4.27M | 0.26% | +4,600+59.1% | Added |
| Keystone Investors Pte Ltd | 12,450 | $4.30M | 0.50% | +12,450 | New |
| International Assets Investment Management, LLC | 13,224 | $4.31M | 0.35% | −210,000−94.1% | Reduced |
| Marathon Asset Management LP | 12,500 | $4.32M | 6.93% | +10,000+400.0% | Added |
| Central Pacific Bank - Trust Division | 12,525 | $4.32M | 0.52% | +8,703+227.7% | Added |
| Dempze Nancy E | 12,539 | $4.33M | 2.38% | +3,779+43.1% | Added |
| St. Louis Financial Planners Asset Management, LLC | 12,542 | $4.33M | 2.79% | +12,542 | New |
| Collar Capital Management, LLC | 12,590 | $4.35M | 3.06% | +12,590 | New |
| Johnson Financial Group, Inc. | 12,592 | $4.35M | 0.16% | −4,707−27.2% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 12,713 | $4.39M | 0.09% | −3,901−23.5% | Reduced |
| Meridian Wealth Advisors, LLC | 12,744 | $4.40M | 0.62% | −617−4.6% | Reduced |
| CFC Planning Co LLC | 12,764 | $4.41M | 3.70% | +12,764 | New |
| Black Swift Group, LLC | 12,800 | $4.42M | 0.78% | +12,800 | New |
| Naples Global Advisors, LLC | 12,840 | $4.43M | 0.35% | −3,990−23.7% | Reduced |
| Smith, Salley & Associates | 12,873 | $4.45M | 0.23% | +6,079+89.5% | Added |
| Aviso Financial Inc. | 12,875 | $4.45M | 0.18% | +73+0.6% | Added |
| Legacy Wealth Management, LLC | 12,880 | $4.45M | 1.34% | −2,059−13.8% | Reduced |
| Eagle Rock Investment Company, LLC | 12,905 | $4.46M | 0.67% | −4,907−27.5% | Reduced |
| IFP Advisors, Inc | 12,955 | $4.47M | 0.12% | −7,728−37.4% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 13,000 | $4.49M | 1.11% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 13,006 | $4.49M | 0.39% | −469−3.5% | Reduced |
| NWF Advisory Services Inc. | 13,011 | $4.49M | 0.49% | +10,543+427.2% | Added |
| Kerrisdale Advisers, LLC | 13,020 | $4.50M | 2.33% | −26,465−67.0% | Reduced |
| StoneX Group Inc. | 13,033 | $4.50M | 0.20% | +3,272+33.5% | Added |
| HBW Advisory Services LLC | 13,049 | $4.51M | 0.51% | +934+7.7% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 13,098 | $4.52M | 0.34% | +238+1.9% | Added |
| Flagship Harbor Advisors, LLC | 13,140 | $4.54M | 0.20% | +1,027+8.5% | Added |
| Parr McKnight Wealth Management Group, LLC | 13,167 | $4.55M | 0.60% | −12,605−48.9% | Reduced |
| Mattson Financial Services, LLC | 13,176 | $4.55M | 1.09% | +1,306+11.0% | Added |
| Rench Wealth Management, Inc. | 13,220 | $4.56M | 1.34% | +531+4.2% | Added |
| Modera Wealth Management, LLC | 13,231 | $4.57M | 0.05% | −986−6.9% | Reduced |
| Frank, Rimerman Advisors LLC | 13,250 | $4.58M | 0.29% | +4,271+47.6% | Added |
| Perkins Coie Trust Co | 13,272 | $4.58M | 0.86% | +1,040+8.5% | Added |
| Sigma Investment Counselors Inc | 13,282 | $4.59M | 0.24% | −848−6.0% | Reduced |
| King Luther Capital Management Corp | 13,303 | $4.59M | 0.02% | −18,381−58.0% | Reduced |
| West Branch Capital LLC | 13,440 | $4.64M | 1.22% | +306+2.3% | Added |
| Leavell Investment Management, Inc. | 13,455 | $4.65M | 0.20% | −726−5.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 13,508 | $4.66M | 0.09% | −595−4.2% | Reduced |
| Community Bank & Trust, Waco, Texas | 13,536 | $4.67M | 0.96% | −374−2.7% | Reduced |
| Clear Harbor Asset Management, LLC | 13,542 | $4.68M | 0.33% | −243−1.8% | Reduced |
| Sectoral Asset Management Inc | 13,545 | $4.68M | 2.89% | −3,200−19.1% | Reduced |
| Palouse Capital Management, Inc. | 13,560 | $4.68M | 2.98% | −119−0.9% | Reduced |
| PFG Investments, LLC | 13,575 | $4.69M | 0.24% | +1,782+15.1% | Added |
| Symphony Financial, Ltd. Co. | 13,572 | $4.70M | 0.57% | −3,414−20.1% | Reduced |
| Allen Operations LLC | 13,633 | $4.71M | 0.56% | 00.0% | Unchanged |
| Vestor Capital, LLC | 13,660 | $4.72M | 0.30% | +13,098+2,330.6% | Added |
| Dynamic Advisor Solutions LLC | 13,829 | $4.78M | 0.14% | −342−2.4% | Reduced |
| Hamilton Capital Partners Inc. | 13,832 | $4.78M | 0.20% | −43,044−75.7% | Reduced |