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 |
|---|---|---|---|---|---|
| Moneta Group Investment Advisors LLC | 22,154 | $7.65M | 0.06% | +886+4.2% | Added |
| Group One Trading, L.P. | 22,202 | $7.67M | 0.23% | −22,902−50.8% | Reduced |
| Arkadios Wealth Advisors | 22,283 | $7.69M | 0.19% | +2,852+14.7% | Added |
| McGinn Investment Management, Inc. | 22,300 | $7.70M | 4.51% | +14,015+169.2% | Added |
| Mattern Capital Management, LLC | 22,349 | $7.72M | 0.91% | +2,295+11.4% | Added |
| Value Partners Investments Inc. | 22,385 | $7.73M | 0.63% | +7,179+47.2% | Added |
| Valeo Financial Advisors, LLC | 22,553 | $7.79M | 0.18% | +2,380+11.8% | Added |
| Ibex Wealth Advisors | 22,642 | $7.82M | 0.75% | +22,642 | New |
| Coldstream Capital Management Inc | 22,645 | $7.82M | 0.11% | +2,217+10.9% | Added |
| Westerkirk Capital Inc. | 22,694 | $7.84M | 0.90% | −874−3.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 21,949 | $7.98M | 0.19% | −1,690−7.1% | Reduced |
| First American Bank | 23,122 | $7.98M | 0.50% | −2,498−9.8% | Reduced |
| WP Advisors, LLC | 23,569 | $8.14M | 2.07% | +5,266+28.8% | Added |
| Synergy Financial Management, LLC | 26,142 | $8.16M | 0.30% | +13,071+100.0% | Added |
| Toth Financial Advisory Corp | 23,696 | $8.18M | 0.88% | +2,121+9.8% | Added |
| Kempen Capital Management N.V. | 23,697 | $8.18M | 0.07% | −1,098−4.4% | Reduced |
| Maxi Investments CY Ltd | 23,760 | $8.20M | 1.71% | +13,560+132.9% | Added |
| Cape Cod Five Cents Savings Bank | 14,057 | $8.22M | 0.76% | 00.0% | Unchanged |
| Banque de Luxembourg S.A. | 23,810 | $8.22M | 4.25% | +8,504+55.6% | Added |
| Capstone Investment Advisors, LLC | 23,866 | $8.24M | 0.07% | −32,083−57.3% | Reduced |
| North Point Portfolio Managers Corp | 23,878 | $8.25M | 1.36% | −445−1.8% | Reduced |
| Tema ETFs LLC | 23,927 | $8.26M | 0.69% | +17,795+290.2% | Added |
| AIA Group Ltd | 23,940 | $8.27M | 0.15% | +8,588+55.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 23,948 | $8.27M | 0.55% | −1,072−4.3% | Reduced |
| Evexia Wealth LLC | 23,075 | $8.28M | 2.48% | +5,968+34.9% | Added |
| Gluskin Sheff & Assoc Inc | 23,993 | $8.28M | 1.05% | +481+2.0% | Added |
| Ally Financial Inc. | 24,000 | $8.29M | 1.02% | +5,000+26.3% | Added |
| Jefferies Financial Group Inc. | 24,060 | $8.31M | 0.08% | +3,952+19.7% | Added |
| Alta Capital Management LLC | 24,133 | $8.33M | 0.46% | −97,491−80.2% | Reduced |
| Asio Capital, LLC | 24,233 | $8.37M | 1.25% | +3,793+18.6% | Added |
| Parus Finance (UK) Ltd | 24,260 | $8.38M | 2.20% | +24,260 | New |
| Caxton Associates LLP | 24,273 | $8.38M | 0.23% | +24,273 | New |
| German American Bancorp, Inc. | 24,320 | $8.40M | 0.74% | −580−2.3% | Reduced |
| Goelzer Investment Management, Inc. | 24,321 | $8.40M | 0.45% | +212+0.9% | Added |
| Burney Co | 24,371 | $8.42M | 0.27% | −6,707−21.6% | Reduced |
| MUFG Securities Americas Inc. | 24,423 | $8.43M | 0.54% | +4,318+21.5% | Added |
| Sienna Gestion | 26,813 | $8.44M | 0.59% | 00.0% | Unchanged |
| Carnegie Lake Advisors LLC | 24,466 | $8.45M | 3.25% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 24,477 | $8.45M | 0.17% | −5,894−19.4% | Reduced |
| PKO Investment Management Joint-Stock Co | 24,680 | $8.52M | 0.73% | −2,200−8.2% | Reduced |
| Amica Mutual Insurance Co | 24,776 | $8.55M | 0.79% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 24,809 | $8.57M | 0.13% | −316−1.3% | Reduced |
| Columbus Hill Capital Management, L.P. | 24,870 | $8.59M | 1.13% | 00.0% | Unchanged |
| Casdin Capital, LLC | 25,000 | $8.63M | 0.72% | +25,000 | New |
| Abn Amro Investment Solutions | 25,041 | $8.65M | 0.18% | −8,175−24.6% | Reduced |
| Mirae Asset Securities (USA) Inc. | 25,062 | $8.65M | 0.38% | −12,382−33.1% | Reduced |
| Fulcrum Capital LLC | 25,078 | $8.66M | 1.78% | −141−0.6% | Reduced |
| Hardman Johnston Global Advisors LLC | 25,082 | $8.66M | 0.43% | −1,708−6.4% | Reduced |
| SOL Capital Management CO | 25,187 | $8.70M | 0.78% | +6,250+33.0% | Added |
| We Are One Seven, LLC | 25,201 | $8.70M | 0.20% | +15,886+170.5% | Added |
| Anchor Capital Advisors LLC | 25,212 | $8.71M | 0.25% | +85+0.3% | Added |
| Concord Investment Counsel Inc. | 25,246 | $8.72M | 2.77% | +25,246 | New |
| Pioneer Trust Bank N A | 25,358 | $8.76M | 2.05% | −3,244−11.3% | Reduced |
| Integrated Wealth Concepts LLC | 25,384 | $8.77M | 0.08% | +1,668+7.0% | Added |
| Wedge Capital Management L L P | 25,431 | $8.78M | 0.15% | +972+4.0% | Added |
| Anchor Investment Management, LLC | 25,470 | $8.79M | 0.73% | −2,628−9.4% | Reduced |
| RNC Capital Management LLC | 25,533 | $8.82M | 0.41% | +3,848+17.7% | Added |
| Venator Management LLC | 25,560 | $8.83M | 2.10% | +19,190+301.3% | Added |
| Concurrent Investment Advisors, LLC | 25,667 | $8.86M | 0.15% | +757+3.0% | Added |
| Merit Financial Group, LLC | 25,724 | $8.88M | 0.08% | −201−0.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 25,808 | $8.91M | 0.23% | +594+2.4% | Added |
| Van Den Berg Management I, Inc | 25,840 | $8.92M | 2.24% | +6,997+37.1% | Added |
| Garrison Bradford & Associates Inc | 25,917 | $8.95M | 9.56% | −150−0.6% | Reduced |
| Equitable Holdings, Inc. | 25,922 | $8.95M | 0.07% | −467−1.8% | Reduced |
| Red Door Wealth Management, LLC | 25,959 | $8.96M | 0.95% | +2,484+10.6% | Added |
| SBI Securities Co., Ltd. | 26,073 | $9.00M | 0.23% | +11,882+83.7% | Added |
| Brighton Jones LLC | 26,167 | $9.04M | 0.22% | +5,236+25.0% | Added |
| Blue Zone Wealth Advisors, LLC | 26,250 | $9.06M | 1.81% | +1,511+6.1% | Added |
| Azimuth Capital Investment Management LLC | 26,328 | $9.09M | 0.33% | −911−3.3% | Reduced |
| Dakota Wealth Management | 26,374 | $9.11M | 0.18% | +10,423+65.3% | Added |
| McRae Capital Management Inc | 26,374 | $9.11M | 1.81% | +2,950+12.6% | Added |
| Freestone Capital Holdings, LLC | 26,438 | $9.13M | 0.28% | −6,602−20.0% | Reduced |
| Spinnaker Trust | 26,485 | $9.15M | 0.51% | +5,309+25.1% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 26,500 | $9.15M | 0.07% | 00.0% | Unchanged |
| Lockheed Martin Investment Management Co | 26,570 | $9.17M | 0.34% | +830+3.2% | Added |
| Punch & Associates Investment Management, Inc. | 26,572 | $9.18M | 0.53% | +26,572 | New |
| Synovus Financial Corp | 26,641 | $9.20M | 0.11% | −8,410−24.0% | Reduced |
| LGT Group Foundation | 26,566 | $9.25M | 0.11% | −1,051−3.8% | Reduced |
| WoodTrust Financial Corp | 26,825 | $9.26M | 1.10% | +2,408+9.9% | Added |
| Prime Capital Investment Advisors, LLC | 27,028 | $9.33M | 0.12% | −40,109−59.7% | Reduced |
| Savant Capital, LLC | 27,097 | $9.36M | 0.06% | +8,019+42.0% | Added |
| Parallel Advisors, LLC | 27,331 | $9.44M | 0.17% | −1,270−4.4% | Reduced |
| Heritage Trust Co | 27,458 | $9.48M | 1.00% | +342+1.3% | Added |
| Redwood Capital Management, LLC | 27,500 | $9.50M | 0.92% | +27,500 | New |
| Citizens Financial Group Inc | 27,503 | $9.50M | 0.13% | −15,424−35.9% | Reduced |
| Park Avenue Securities LLC | 27,600 | $9.53M | 0.07% | +27,600 | New |
| Trillium Asset Management, LLC | 27,769 | $9.59M | 0.25% | −104−0.4% | Reduced |
| Quadrant Capital Group LLC | 27,805 | $9.60M | 0.31% | +12,715+84.3% | Added |
| LGT Fund Management Co Ltd. | 27,793 | $9.68M | 0.78% | +24,743+811.2% | Added |
| Westpac Banking Corp | 28,076 | $9.69M | 0.60% | −7,871−21.9% | Reduced |
| Summit Trail Advisors, LLC | 28,132 | $9.71M | 0.13% | +9,754+53.1% | Added |
| Kesler, Norman & Wride, LLC | 19,210 | $9.72M | 1.91% | +14,348+295.1% | Added |
| Warren Averett Asset Management, LLC | 28,297 | $9.77M | 0.10% | +255+0.9% | Added |
| Ferguson Wellman Capital Management, Inc | 28,314 | $9.78M | 0.16% | −4,749−14.4% | Reduced |
| Soltis Investment Advisors LLC | 28,726 | $9.92M | 0.69% | +1,261+4.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 28,865 | $9.97M | 0.14% | −74−0.3% | Reduced |
| Buck Wealth Strategies, LLC | 28,979 | $10.0M | 1.37% | +2,088+7.8% | Added |
| Guardian Capital LP | 28,995 | $10.0M | 0.32% | +8,204+39.5% | Added |
| Wedbush Securities Inc | 29,007 | $10.0M | 0.33% | +1,143+4.1% | Added |
| Chesley Taft & Associates LLC | 29,137 | $10.1M | 0.43% | −3,699−11.3% | Reduced |