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 |
|---|---|---|---|---|---|
| Consolidated Investment Group LLC | 16,750 | $5.78M | 0.71% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 15,827 | $5.79M | 0.33% | −235−1.5% | Reduced |
| Ausdal Financial Partners, Inc. | 16,865 | $5.82M | 0.28% | +5,322+46.1% | Added |
| Bryn Mawr Trust Co | 16,891 | $5.83M | 0.14% | −9,722−36.5% | Reduced |
| Banco BTG Pactual S.A. | 16,966 | $5.86M | 0.86% | +16,966 | New |
| Buckhead Capital Management LLC | 16,967 | $5.86M | 2.13% | +1,203+7.6% | Added |
| Hodges Capital Management Inc. | 17,062 | $5.89M | 0.50% | +17,062 | New |
| Meridian Wealth Management, LLC | 17,116 | $5.91M | 0.23% | −3,068−15.2% | Reduced |
| BDF-Gestion | 17,138 | $5.92M | 0.70% | −3,565−17.2% | Reduced |
| Kornitzer Capital Management Inc | 17,162 | $5.93M | 0.12% | +1,400+8.9% | Added |
| Annex Advisory Services, LLC | 17,178 | $5.93M | 0.13% | −840−4.7% | Reduced |
| AlphaStar Capital Management, LLC | 17,180 | $5.93M | 0.51% | +16,273+1,794.2% | Added |
| Great Waters Wealth Management | 17,246 | $5.96M | 0.70% | −20.0% | Reduced |
| Cohen Klingenstein LLC | 17,250 | $5.96M | 0.19% | +50+0.3% | Added |
| Brown Brothers Harriman & Co | 17,271 | $5.96M | 0.04% | +3,506+25.5% | Added |
| Pure Financial Advisors, Inc. | 17,347 | $5.99M | 0.10% | +1,471+9.3% | Added |
| Foundations Investment Advisors, LLC | 17,355 | $5.99M | 0.09% | −43,691−71.6% | Reduced |
| Lake Street Financial LLC | 17,392 | $6.01M | 0.77% | +177+1.0% | Added |
| Spire Wealth Management | 17,401 | $6.01M | 0.20% | +807+4.9% | Added |
| Clearstead Advisors, LLC | 17,476 | $6.03M | 0.09% | −952−5.2% | Reduced |
| Bearing Point Capital, LLC | 17,573 | $6.07M | 1.04% | +479+2.8% | Added |
| Inspire Trust Co, N.A. | 17,700 | $6.11M | 1.11% | +2,700+18.0% | Added |
| NorthRock Partners, LLC | 17,702 | $6.11M | 0.11% | +6,034+51.7% | Added |
| Brookstone Capital Management | 17,715 | $6.12M | 0.07% | +464+2.7% | Added |
| Avidity Partners Management LP | 17,800 | $6.15M | 1.40% | −14,200−44.4% | Reduced |
| Ledyard National Bank | 17,812 | $6.15M | 0.55% | +347+2.0% | Added |
| Clear Street Markets LLC | 17,882 | $6.17M | 2.03% | +14,808+481.7% | Added |
| Vision Financial Markets LLC | 17,900 | $6.18M | 5.28% | +12,200+214.0% | Added |
| Agf Management Ltd | 17,916 | $6.19M | 0.03% | −22−0.1% | Reduced |
| Integrated Advisors Network LLC | 17,947 | $6.20M | 0.26% | +10,211+132.0% | Added |
| Ritholtz Wealth Management | 17,953 | $6.20M | 0.12% | +3,943+28.1% | Added |
| Triglav Skladi, D.O.O. | 17,956 | $6.20M | 0.41% | +11,830+193.1% | Added |
| Roundview Capital LLC | 17,959 | $6.20M | 0.39% | +2,070+13.0% | Added |
| Citizens National Bank Trust Department | 18,022 | $6.22M | 1.11% | −182−1.0% | Reduced |
| Greenleaf Trust | 18,175 | $6.28M | 0.06% | +588+3.3% | Added |
| Bensler, LLC | 18,235 | $6.30M | 0.65% | +1,422+8.5% | Added |
| MMBG Investment Advisors Co. | 18,243 | $6.30M | 0.56% | +3,145+20.8% | Added |
| Robeco Schweiz AG | 18,261 | $6.31M | 0.14% | −1,864−9.3% | Reduced |
| Axxcess Wealth Management, LLC | 18,291 | $6.32M | 0.13% | −1,621−8.1% | Reduced |
| Farther Finance Advisors, LLC | 18,451 | $6.37M | 0.10% | +2,333+14.5% | Added |
| Mutual Advisors, LLC | 17,728 | $6.39M | 0.14% | −3,492−16.5% | Reduced |
| TCG Advisory Services, LLC | 18,529 | $6.40M | 0.24% | −2,342−11.2% | Reduced |
| Stokes Capital Advisors, LLC | 18,670 | $6.45M | 1.50% | −80.0% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 18,720 | $6.46M | 1.37% | −71−0.4% | Reduced |
| Plato Investment Management Ltd | 18,877 | $6.47M | 0.44% | −397−2.1% | Reduced |
| Unison Asset Management LLC | 18,776 | $6.48M | 3.03% | 00.0% | Unchanged |
| Summit Financial, LLC | 18,787 | $6.49M | 0.10% | +2,171+13.1% | Added |
| Allen Capital Group, LLC | 18,810 | $6.50M | 0.62% | +2,633+16.3% | Added |
| Cullen Investment Group, Ltd. | 18,242 | $6.57M | 0.87% | +2,866+18.6% | Added |
| Two Sigma Investments, LP | 19,027 | $6.57M | 0.01% | −737,479−97.5% | Reduced |
| Bell Asset Management Ltd | 19,029 | $6.57M | 1.80% | −8,953−32.0% | Reduced |
| Ceera Investments, LLC | 19,029 | $6.57M | 2.05% | +19,029 | New |
| YHB Investment Advisors, Inc. | 19,055 | $6.58M | 0.48% | −10,550−35.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 18,277 | $6.58M | 0.14% | −2,158−10.6% | Reduced |
| Hudson Valley Investment Advisors Inc | 19,125 | $6.60M | 0.69% | −273−1.4% | Reduced |
| Evoke Wealth, LLC | 19,172 | $6.62M | 0.14% | +856+4.7% | Added |
| Clough Capital Partners L P | 19,210 | $6.63M | 0.59% | −77,581−80.2% | Reduced |
| APG Asset Management US Inc. | 19,083 | $6.65M | 0.05% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 19,266 | $6.65M | 0.49% | +1,764+10.1% | Added |
| BNP Paribas | 19,351 | $6.68M | 0.20% | +8,843+84.2% | Added |
| Brevan Howard Capital Management LP | 19,368 | $6.69M | 0.10% | −57,207−74.7% | Reduced |
| Stenger Family Office, LLC | 18,294 | $6.70M | 1.41% | +748+4.3% | Added |
| Schmidt P J Investment Management Inc | 19,452 | $6.72M | 1.11% | −1,205−5.8% | Reduced |
| Broderick Brian C | 19,590 | $6.76M | 1.28% | −2,781−12.4% | Reduced |
| Puzo Michael J | 19,605 | $6.77M | 1.85% | +2,952+17.7% | Added |
| Advisors Capital Management, LLC | 19,731 | $6.81M | 0.08% | −148−0.7% | Reduced |
| AlTi Global, Inc. | 19,759 | $6.82M | 0.16% | +9,082+85.1% | Added |
| Permanens Capital L.P. | 19,784 | $6.83M | 1.02% | +13,247+202.6% | Added |
| Crossmark Global Holdings, Inc. | 19,814 | $6.84M | 0.10% | −698−3.4% | Reduced |
| VestGen Advisors, LLC | 19,842 | $6.85M | 0.23% | +11,254+131.0% | Added |
| Evergreen Capital Management LLC | 19,867 | $6.86M | 0.16% | +2,729+15.9% | Added |
| Capital Investment Advisors, LLC | 19,928 | $6.88M | 0.11% | −472−2.3% | Reduced |
| Archon Partners LLC | 20,000 | $6.91M | 0.73% | +20,000 | New |
| CAPROCK Group, Inc. | 22,363 | $6.93M | 0.17% | +22,363 | New |
| Lee Danner & Bass Inc | 20,081 | $6.93M | 0.50% | +923+4.8% | Added |
| Greenwich Wealth Management LLC | 20,122 | $6.95M | 0.35% | +302+1.5% | Added |
| Harbor Investment Advisory, LLC | 20,358 | $7.03M | 0.58% | −6,986−25.5% | Reduced |
| San Luis Wealth Advisors LLC | 20,367 | $7.03M | 1.27% | +20,367 | New |
| Kovack Advisors, Inc. | 20,632 | $7.12M | 0.67% | −2,487−10.8% | Reduced |
| Hantz Financial Services, Inc. | 20,710 | $7.15M | 0.11% | −24,838−54.5% | Reduced |
| Hilltop Holdings Inc. | 20,728 | $7.16M | 0.38% | −675−3.2% | Reduced |
| ExodusPoint Capital Management, LP | 20,796 | $7.18M | 0.10% | +15,606+300.7% | Added |
| J.W. Cole Advisors, Inc. | 20,880 | $7.21M | 0.14% | +1,236+6.3% | Added |
| Sather Financial Group Inc | 21,075 | $7.28M | 0.40% | +490+2.4% | Added |
| CBOE Vest Financial, LLC | 21,209 | $7.32M | 0.10% | +4,191+24.6% | Added |
| Thompson Siegel & Walmsley LLC | 21,223 | $7.33M | 0.12% | −5,185−19.6% | Reduced |
| Lowe Brockenbrough & Co Inc | 21,308 | $7.36M | 0.38% | +410+2.0% | Added |
| Bulltick Wealth Management, LLC | 21,455 | $7.41M | 1.75% | −2,490−10.4% | Reduced |
| Checchi Capital Advisers, LLC | 21,571 | $7.45M | 0.51% | −1,245−5.5% | Reduced |
| Signaturefd, LLC | 21,635 | $7.47M | 0.12% | +3,526+19.5% | Added |
| Penobscot Investment Management Company, Inc. | 21,697 | $7.49M | 0.58% | +3,774+21.1% | Added |
| Bretton Capital Management, LLC | 21,700 | $7.49M | 6.32% | +5,000+29.9% | Added |
| Wetherby Asset Management Inc | 21,774 | $7.52M | 0.31% | +750+3.6% | Added |
| Davy Global Fund Management Ltd | 21,819 | $7.53M | 0.51% | +2,086+10.6% | Added |
| Somerville Kurt F | 21,829 | $7.54M | 1.25% | −1,459−6.3% | Reduced |
| Ascent Group, LLC | 21,913 | $7.57M | 0.27% | +5,963+37.4% | Added |
| Marietta Wealth Management, LLC | 21,957 | $7.58M | 0.93% | +1,085+5.2% | Added |
| Gabelli Funds LLC | 21,985 | $7.59M | 0.05% | −7,185−24.6% | Reduced |
| Tower Research Capital LLC (TRC) | 21,993 | $7.59M | 0.21% | −29,508−57.3% | Reduced |
| Biondo Investment Advisors, LLC | 22,058 | $7.62M | 0.95% | +1,845+9.1% | Added |