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 |
|---|---|---|---|---|---|
| Atlantic Union Bankshares Corp | 29,298 | $10.1M | 0.19% | +2,767+10.4% | Added |
| Meeder Asset Management Inc | 29,329 | $10.1M | 0.58% | +28,882+6,461.3% | Added |
| Simplify Asset Management Inc. | 29,360 | $10.1M | 0.21% | +25,309+624.8% | Added |
| Principal Securities, Inc. | 29,447 | $10.2M | 0.17% | −419−1.4% | Reduced |
| Strong Tower Advisory Services | 29,602 | $10.2M | 1.94% | +7,824+35.9% | Added |
| Violich Capital Management, Inc. | 29,800 | $10.3M | 1.22% | +200+0.7% | Added |
| Stonebridge Capital Advisors LLC | 29,890 | $10.3M | 0.74% | −58−0.2% | Reduced |
| Catalytic Wealth RIA, LLC | 29,920 | $10.3M | 0.34% | +12,312+69.9% | Added |
| Rovida Advisors Inc. | 30,000 | $10.4M | 8.93% | +15,000+100.0% | Added |
| Symmetry Investments LP | 30,001 | $10.4M | 0.84% | +23,054+331.9% | Added |
| Gryphon Financial Partners LLC | 30,063 | $10.4M | 1.18% | +22,782+312.9% | Added |
| Kennedy Capital Management, Inc. | 30,106 | $10.4M | 0.23% | −21,462−41.6% | Reduced |
| Kinsale Capital Group, Inc. | 30,106 | $10.4M | 1.90% | +2,925+10.8% | Added |
| Bragg Financial Advisors, Inc | 30,399 | $10.5M | 0.35% | −1,024−3.3% | Reduced |
| AustralianSuper Pty Ltd | 30,458 | $10.5M | 0.05% | −108,119−78.0% | Reduced |
| North Star Asset Management Inc | 30,465 | $10.5M | 0.43% | +2,254+8.0% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 30,555 | $10.6M | 1.10% | +1,757+6.1% | Added |
| Great Valley Advisor Group, Inc. | 30,588 | $10.6M | 0.21% | −8,705−22.2% | Reduced |
| Bradley Foster & Sargent Inc | 30,818 | $10.6M | 0.16% | −29,666−49.0% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 34,132 | $10.6M | 0.55% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 30,940 | $10.7M | 0.13% | +4,069+15.1% | Added |
| WSFS Capital Management, LLC | 31,000 | $10.7M | 0.53% | +2,211+7.7% | Added |
| Blue Whale Capital LLP | 31,111 | $10.7M | 0.59% | −73,251−70.2% | Reduced |
| Petredis Investment Advisors LLC | 31,142 | $10.8M | 0.86% | −645−2.0% | Reduced |
| Washington Trust Bank | 31,173 | $10.8M | 0.79% | −396−1.3% | Reduced |
| Rakuten Investment Management, Inc. | 26,284 | $10.9M | 0.04% | +26,284 | New |
| HighPoint Advisor Group LLC | 31,566 | $10.9M | 0.52% | +8,974+39.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 31,578 | $10.9M | 0.52% | −383−1.2% | Reduced |
| Siemens Fonds Invest GmbH | 31,659 | $10.9M | 0.60% | +746+2.4% | Added |
| Live Oak Private Wealth LLC | 31,688 | $10.9M | 1.52% | −3,374−9.6% | Reduced |
| Colonial Trust Advisors | 31,734 | $11.0M | 0.84% | −7,300−18.7% | Reduced |
| Pine Valley Investments Ltd Liability Co | 31,969 | $11.0M | 0.58% | −3,976−11.1% | Reduced |
| Independent Advisor Alliance | 31,977 | $11.0M | 0.29% | +7,026+28.2% | Added |
| Stephens Inc | 31,801 | $11.0M | 0.14% | +2,663+9.1% | Added |
| Bleakley Financial Group, LLC | 32,422 | $11.2M | 0.26% | +9,736+42.9% | Added |
| Sona Asset Management (US) LLC | 32,500 | $11.2M | 0.44% | +12,500+62.5% | Added |
| Capital International Sarl | 32,596 | $11.3M | 0.19% | −2,001−5.8% | Reduced |
| United Capital Financial Advisers, LLC | 32,787 | $11.3M | 0.08% | +3,185+10.8% | Added |
| Umb Bank N A | 33,054 | $11.4M | 0.17% | −11,125−25.2% | Reduced |
| Allstate Corp | 33,086 | $11.4M | 0.26% | +31,329+1,783.1% | Added |
| Steel Peak Wealth Management LLC | 33,151 | $11.4M | 0.38% | +23,081+229.2% | Added |
| Harber Asset Management LLC | 33,227 | $11.5M | 4.11% | −3,258−8.9% | Reduced |
| Pinnacle Associates Ltd | 33,320 | $11.5M | 0.15% | −1,651−4.7% | Reduced |
| Madison Asset Management, LLC | 33,433 | $11.5M | 0.13% | +8,124+32.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 33,492 | $11.6M | 0.04% | −31,254−48.3% | Reduced |
| NewEdge Wealth, LLC | 35,537 | $11.6M | 0.17% | −23,130−39.4% | Reduced |
| Dividend Assets Capital, LLC | 33,740 | $11.7M | 2.04% | +4,177+14.1% | Added |
| Stamos Capital Partners, L.P. | 33,979 | $11.7M | 2.21% | −22,411−39.7% | Reduced |
| Shelton Capital Management | 34,072 | $11.8M | 0.25% | −166−0.5% | Reduced |
| Hendershot Investments Inc. | 34,117 | $11.8M | 1.48% | −2,949−8.0% | Reduced |
| First National Trust Co | 34,234 | $11.8M | 0.40% | −4,079−10.6% | Reduced |
| Los Angeles Capital Management LLC | 34,470 | $11.9M | 0.04% | +2,657+8.4% | Added |
| Apollon Wealth Management, LLC | 34,591 | $11.9M | 0.21% | +7,050+25.6% | Added |
| Regions Financial Corp | 34,753 | $12.0M | 0.08% | −130,984−79.0% | Reduced |
| Ranmore Fund Management Ltd | 35,000 | $12.1M | 3.27% | −9,000−20.5% | Reduced |
| Elwood Capital Partners LP | 35,028 | $12.1M | 11.06% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 35,059 | $12.1M | 0.16% | +3,864+12.4% | Added |
| Empirical Finance, LLC | 35,092 | $12.1M | 0.58% | +329+0.9% | Added |
| Thompson Investment Management, Inc. | 35,273 | $12.2M | 1.62% | +2,068+6.2% | Added |
| Temasek Holdings (Private) Ltd | 35,300 | $12.2M | 0.04% | +35,300 | New |
| Level Four Advisory Services, LLC | 35,321 | $12.2M | 0.42% | +3,390+10.6% | Added |
| Equitable Trust Co | 35,445 | $12.2M | 0.56% | −11,374−24.3% | Reduced |
| Longaeva Partners L.P. | 35,461 | $12.2M | 2.60% | +35,461 | New |
| Himension Fund | 35,464 | $12.2M | 0.75% | +4,423+14.2% | Added |
| GAM Holding AG | 35,490 | $12.3M | 0.76% | +4,314+13.8% | Added |
| Oberndorf William E | 35,553 | $12.3M | 16.55% | +35,553 | New |
| Central Trust Co | 35,576 | $12.3M | 0.26% | −7,239−16.9% | Reduced |
| RSM US Wealth Management LLC | 35,750 | $12.3M | 0.16% | +1,125+3.2% | Added |
| Scharf Investments, LLC | 35,850 | $12.4M | 0.31% | +6,385+21.7% | Added |
| Hyperion Capital Advisors LP | 36,032 | $12.4M | 6.65% | +10,670+42.1% | Added |
| First Citizens Bank & Trust Co | 36,205 | $12.5M | 0.27% | −11,411−24.0% | Reduced |
| JLB & Associates Inc | 36,347 | $12.6M | 1.65% | −777−2.1% | Reduced |
| Argent Trust Co | 36,426 | $12.6M | 0.45% | +1,215+3.5% | Added |
| Private Capital Advisors, Inc. | 36,465 | $12.6M | 1.40% | −1,220−3.2% | Reduced |
| SRS Capital Advisors, Inc. | 36,554 | $12.6M | 0.18% | +28,694+365.1% | Added |
| New Age Alpha Advisors, LLC | 36,827 | $12.7M | 0.54% | +1,269+3.6% | Added |
| Foyston, Gordon, & Payne Inc | 37,001 | $12.8M | 2.79% | −11,701−24.0% | Reduced |
| Centric Wealth Management | 37,585 | $12.8M | 2.86% | −15,524−29.2% | Reduced |
| GF Fund Management Co. Ltd. | 37,211 | $12.8M | 0.23% | −68,309−64.7% | Reduced |
| Skye Global Management LP | 37,800 | $13.1M | 0.26% | +37,800 | New |
| Resources Investment Advisors, LLC. | 37,941 | $13.1M | 0.13% | −1,048−2.7% | Reduced |
| Liontrust Investment Partners LLP | 38,396 | $13.3M | 0.19% | −3,076−7.4% | Reduced |
| Kelly Lawrence W & Associates Inc | 38,679 | $13.4M | 3.24% | −111−0.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 38,716 | $13.4M | 0.34% | −12,370−24.2% | Reduced |
| E. Ohman J:or Asset Management AB | 38,733 | $13.4M | 0.32% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 38,915 | $13.4M | 0.48% | −26−0.1% | Reduced |
| Polymer Capital Management (HK) LTD | 38,936 | $13.4M | 1.87% | +38,936 | New |
| First Eagle Investment Management, LLC | 39,287 | $13.6M | 0.02% | +3,394+9.5% | Added |
| Kingsview Wealth Management, LLC | 39,611 | $13.7M | 0.21% | −308−0.8% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 39,760 | $13.7M | 0.21% | +5,774+17.0% | Added |
| Wealthcare Capital Partners, LLC | 39,847 | $13.8M | 6.32% | +24+0.1% | Added |
| Phoenix Holdings Ltd. | 41,395 | $14.1M | 0.17% | +21,546+108.5% | Added |
| New Mexico Educational Retirement Board | 41,020 | $14.2M | 0.44% | −2,000−4.6% | Reduced |
| Vestcor Inc | 41,050 | $14.2M | 0.42% | −3,386−7.6% | Reduced |
| GFS Advisors, LLC | 41,432 | $14.3M | 1.83% | +26,932+185.7% | Added |
| UNICOM Systems, Inc. | 41,434 | $14.3M | 1.41% | 00.0% | Unchanged |
| S&CO Inc | 41,526 | $14.3M | 0.88% | −4,242−9.3% | Reduced |
| Trust Co of Virginia | 41,539 | $14.3M | 1.20% | +191+0.5% | Added |
| Prospera Financial Services Inc | 41,817 | $14.4M | 0.25% | −249−0.6% | Reduced |
| Virginia Retirement Systems Et Al | 42,000 | $14.5M | 0.09% | −84,600−66.8% | Reduced |