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 |
|---|---|---|---|---|---|
| Acropolis Investment Management, LLC | 15,371 | $4.80M | 0.24% | +5,077+49.3% | Added |
| Fred Alger Management, LLC | 13,890 | $4.80M | 0.02% | −15,744−53.1% | Reduced |
| Bayesian Capital Management, LP | 13,900 | $4.80M | 0.98% | +13,900 | New |
| PFG Advisors | 13,916 | $4.81M | 0.20% | +342+2.5% | Added |
| Ocean Capital Management, LLC | 13,938 | $4.81M | 0.97% | −3,677−20.9% | Reduced |
| Kidder Stephen W | 13,941 | $4.81M | 1.38% | −1,028−6.9% | Reduced |
| NBT Bank N A | 14,171 | $4.82M | 0.31% | −489−3.3% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 13,983 | $4.83M | 1.02% | +684+5.1% | Added |
| S-Bank Fund Management Ltd | 14,077 | $4.86M | 0.65% | +3,933+38.8% | Added |
| Sky Investment Group LLC | 14,187 | $4.90M | 0.82% | −137−1.0% | Reduced |
| Ostrum Asset Management | 14,198 | $4.90M | 0.22% | −1,966−12.2% | Reduced |
| Guardian Partners Inc. | 14,152 | $4.93M | 0.42% | +511+3.7% | Added |
| Lincluden Management Ltd | 14,322 | $4.95M | 0.55% | −86−0.6% | Reduced |
| National Asset Management, Inc. | 14,338 | $4.95M | 0.24% | −536−3.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 14,365 | $4.96M | 0.18% | −1,201−7.7% | Reduced |
| Smithbridge Asset Management Inc | 14,373 | $4.96M | 0.72% | −7,089−33.0% | Reduced |
| Americana Partners, LLC | 14,391 | $4.97M | 0.15% | +10,702+290.1% | Added |
| Skylands Capital, LLC | 14,430 | $4.98M | 0.69% | +6,715+87.0% | Added |
| Victrix Investment Advisors | 14,464 | $4.99M | 2.74% | +6,916+91.6% | Added |
| Saranac Partners Ltd | 14,474 | $5.00M | 0.91% | +1,617+12.6% | Added |
| Wright Investors Service Inc | 14,508 | $5.01M | 1.45% | +1,788+14.1% | Added |
| Berger Financial Group, Inc | 14,523 | $5.01M | 0.30% | – | – |
| Sandhill Capital Partners LLC | 14,527 | $5.02M | 0.35% | −15−0.1% | Reduced |
| Element Capital Management LLC | 14,532 | $5.02M | 7.11% | +14,532 | New |
| Aviance Capital Partners, LLC | 14,567 | $5.03M | 0.60% | +13,444+1,197.2% | Added |
| Sava Infond d.o.o. | 14,570 | $5.03M | 0.71% | +8,970+160.2% | Added |
| GHP Investment Advisors, Inc. | 14,572 | $5.03M | 0.21% | −674−4.4% | Reduced |
| AMG National Trust Bank | 14,618 | $5.05M | 0.12% | −309−2.1% | Reduced |
| Harbour Trust & Investment Management Co | 14,709 | $5.08M | 0.53% | −800−5.2% | Reduced |
| Shell Asset Management Co | 14,761 | $5.10M | 0.51% | −52,151−77.9% | Reduced |
| Kingstone Capital Partners Texas, LLC | 14,763 | $5.10M | 2.96% | +14,763 | New |
| Harbour Investments, Inc. | 14,780 | $5.10M | 0.12% | −923−5.9% | Reduced |
| Lynch Asset Management, Inc. | 14,800 | $5.11M | 1.64% | +300+2.1% | Added |
| Legacy Private Trust Co. | 14,825 | $5.12M | 0.31% | +4,033+37.4% | Added |
| Turtle Creek Wealth Advisors, LLC | 14,874 | $5.14M | 0.46% | −8,324−35.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 14,892 | $5.14M | 0.19% | +555+3.9% | Added |
| Boston Private Wealth LLC | 14,899 | $5.14M | 0.28% | −2,826−15.9% | Reduced |
| Clare Market Investments LLC | 14,947 | $5.16M | 1.03% | −2,634−15.0% | Reduced |
| Mader & Shannon Wealth Management, Inc. | 14,951 | $5.16M | 2.53% | +245+1.7% | Added |
| Earnest Partners LLC | 14,970 | $5.17M | 0.02% | −483−3.1% | Reduced |
| Union Square Park Capital Management, LLC | 15,000 | $5.18M | 3.57% | +15,000 | New |
| Resolute Capital Asset Partners LLC | 15,000 | $5.18M | 2.71% | +15,000 | New |
| Gladstone Institutional Advisory LLC | 15,000 | $5.18M | 0.20% | −529−3.4% | Reduced |
| Greenwood Capital Associates LLC | 15,061 | $5.20M | 0.60% | +6,942+85.5% | Added |
| Segment Wealth Management, LLC | 15,102 | $5.21M | 0.31% | −18,316−54.8% | Reduced |
| Tobam | 15,105 | $5.22M | 1.89% | −1,801−10.7% | Reduced |
| Lester Murray Antman dba SimplyRich | 15,108 | $5.22M | 1.41% | −60.0% | Reduced |
| Burt Wealth Advisors | 15,141 | $5.23M | 1.28% | −355−2.3% | Reduced |
| Change Path, LLC | 15,152 | $5.23M | 0.13% | +2,411+18.9% | Added |
| Busey Wealth Management | 15,171 | $5.24M | 0.15% | −140−0.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 186,569 | $5.27M | 0.24% | +144,128+339.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 15,273 | $5.27M | 0.01% | −2,340−13.3% | Reduced |
| AIMZ Investment Advisors, LLC | 15,316 | $5.29M | 1.66% | +7,247+89.8% | Added |
| J. Safra Sarasin Holding AG | 15,356 | $5.30M | 0.09% | +1,798+13.3% | Added |
| Game Creek Capital, LP | 15,375 | $5.31M | 2.28% | +7,925+106.4% | Added |
| GAMMA Investing LLC | 15,420 | $5.32M | 0.29% | +3,451+28.8% | Added |
| Groupe la Francaise | 15,667 | $5.36M | 0.07% | +15,071+2,528.7% | Added |
| Logan Capital Management Inc | 15,575 | $5.38M | 0.23% | −171−1.1% | Reduced |
| Meeder Advisory Services, Inc. | 15,590 | $5.38M | 0.25% | +1,596+11.4% | Added |
| Chronos Wealth Management, LLC | 15,600 | $5.39M | 2.64% | −87−0.6% | Reduced |
| Icon Wealth Advisors, LLC | 15,601 | $5.39M | 0.37% | −1,025−6.2% | Reduced |
| Hancock Whitney Corp | 15,644 | $5.40M | 0.10% | −1,211−7.2% | Reduced |
| FNY Investment Advisers, LLC | 15,672 | $5.41M | 1.75% | +10,583+208.0% | Added |
| Ballast, Inc. | 15,693 | $5.42M | 1.32% | +79+0.5% | Added |
| Brasada Capital Management, LP | 15,336 | $5.42M | 0.92% | +15,336 | New |
| Liberty Capital Management, Inc. | 15,740 | $5.44M | 1.02% | +960+6.5% | Added |
| Profund Advisors LLC | 15,748 | $5.44M | 0.18% | +107+0.7% | Added |
| Alerus Financial NA | 15,812 | $5.46M | 0.28% | −4,051−20.4% | Reduced |
| Wedmont Private Capital | 15,040 | $5.47M | 0.20% | +4,011+36.4% | Added |
| GM Advisory Group, Inc. | 15,853 | $5.47M | 0.23% | −1,656−9.5% | Reduced |
| Stolper Co | 15,916 | $5.50M | 1.67% | +10.0% | Added |
| Genus Capital Management Inc. | 15,921 | $5.50M | 0.64% | +15,921 | New |
| Buckingham Strategic Partners | 16,437 | $5.50M | 0.06% | +7,252+79.0% | Added |
| Banque Cantonale Vaudoise | 15,950 | $5.51M | 0.21% | −1,165−6.8% | Reduced |
| St Germain D J Co Inc | 15,966 | $5.51M | 0.22% | −390−2.4% | Reduced |
| Blue Edge Capital, LLC | 16,013 | $5.53M | 0.79% | −627−3.8% | Reduced |
| Mission Wealth Management, LP | 16,050 | $5.54M | 0.11% | −1,300−7.5% | Reduced |
| Griffin Asset Management, Inc. | 16,059 | $5.55M | 0.62% | +2,120+15.2% | Added |
| Ballentine Partners, LLC | 16,169 | $5.58M | 0.08% | −80−0.5% | Reduced |
| Rakuten Securities, Inc. | 16,194 | $5.59M | 2.06% | +7,375+83.6% | Added |
| Chemistry Wealth Management LLC | 16,199 | $5.59M | 1.08% | +6,022+59.2% | Added |
| KMG Fiduciary Partners, LLC | 16,268 | $5.62M | 0.38% | +1,383+9.3% | Added |
| Morse Asset Management, Inc | 16,277 | $5.62M | 1.12% | −709−4.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 16,326 | $5.64M | 0.46% | +449+2.8% | Added |
| Litman Gregory Asset Management LLC | 16,343 | $5.64M | 0.42% | −7,317−30.9% | Reduced |
| Sigma Planning Corp | 16,398 | $5.66M | 0.16% | +767+4.9% | Added |
| Bellecapital International Ltd. | 16,448 | $5.68M | 0.92% | +37+0.2% | Added |
| Venturi Wealth Management, LLC | 16,450 | $5.68M | 0.26% | +4,460+37.2% | Added |
| Bridger Management, LLC | 16,450 | $5.68M | 3.06% | +16,450 | New |
| Principle Wealth Partners LLC | 16,453 | $5.68M | 0.33% | +2,709+19.7% | Added |
| Winmill & Co. Inc | 16,475 | $5.69M | 1.38% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 16,477 | $5.69M | 0.21% | −6,486−28.2% | Reduced |
| Olstein Capital Management, L.P. | 16,500 | $5.70M | 1.08% | −8,500−34.0% | Reduced |
| Altrafin AG | 16,505 | $5.70M | 1.81% | +3,047+22.6% | Added |
| Nicholas Company, Inc. | 16,547 | $5.71M | 0.10% | −96,080−85.3% | Reduced |
| Ameritas Investment Partners, Inc. | 16,628 | $5.74M | 0.18% | −686−4.0% | Reduced |
| Blue Fin Capital, Inc. | 16,655 | $5.75M | 0.90% | −65−0.4% | Reduced |
| Eisler Capital Management Ltd. | 16,677 | $5.75M | 0.13% | −37,039−69.0% | Reduced |
| DC Investments Management, LLC | 16,692 | $5.76M | 2.39% | +16,692 | New |
| MASTERINVEST Kapitalanlage GmbH | 16,746 | $5.78M | 0.56% | +8,849+112.1% | Added |