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 |
|---|---|---|---|---|---|
| Exencial Wealth Advisors, LLC | 42,794 | $14.8M | 0.48% | −2,246−5.0% | Reduced |
| Aristotle Atlantic Partners, LLC | 42,992 | $14.8M | 0.43% | −194−0.4% | Reduced |
| Wolverine Trading, LLC | 43,079 | $14.9M | 0.30% | +2,124+5.2% | Added |
| Advisors Asset Management, Inc. | 43,368 | $15.0M | 0.25% | +5,863+15.6% | Added |
| DDD Partners, LLC | 43,388 | $15.0M | 0.95% | +20,603+90.4% | Added |
| Securian Asset Management, Inc | 43,739 | $15.1M | 0.40% | −3,689−7.8% | Reduced |
| Bokf, NA | 43,798 | $15.1M | 0.23% | −4,082−8.5% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 43,903 | $15.2M | 1.69% | +26,747+155.9% | Added |
| GDS Wealth Management | 44,252 | $15.3M | 1.01% | −5,297−10.7% | Reduced |
| Rathbone Brothers plc | 44,330 | $15.3M | 0.06% | −5,195−10.5% | Reduced |
| Whittier Trust Co | 42,522 | $15.3M | 0.17% | −3,223−7.0% | Reduced |
| Eagle Global Advisors LLC | 44,459 | $15.4M | 0.59% | −5,020−10.1% | Reduced |
| Argent Capital Management LLC | 44,862 | $15.5M | 0.42% | +44,070+5,564.4% | Added |
| HB Wealth Management, LLC | 44,932 | $15.5M | 0.11% | −4,020−8.2% | Reduced |
| Diversified Trust Co | 45,018 | $15.5M | 0.31% | −1,288−2.8% | Reduced |
| Johnson Investment Counsel Inc | 45,210 | $15.6M | 0.13% | −20,892−31.6% | Reduced |
| Maryland State Retirement & Pension System | 45,366 | $15.7M | 0.33% | +1,136+2.6% | Added |
| CapWealth Advisors, LLC | 45,615 | $15.8M | 1.08% | +44,788+5,415.7% | Added |
| Appleton Partners Inc | 45,745 | $15.8M | 1.06% | −4,633−9.2% | Reduced |
| Midwest Trust Co | 46,010 | $15.9M | 0.21% | −21,116−31.5% | Reduced |
| Parallax Volatility Advisers, L.P. | 46,057 | $15.9M | 0.47% | −10,720−18.9% | Reduced |
| Gotham Asset Management, LLC | 46,064 | $15.9M | 0.07% | −22,152−32.5% | Reduced |
| First Financial Bankshares Inc | 46,142 | $15.9M | 0.33% | +5,304+13.0% | Added |
| Gulf International Bank (UK) Ltd | 46,187 | $15.9M | 0.52% | −868−1.8% | Reduced |
| Capital Group Private Client Services, Inc. | 46,689 | $16.1M | 0.27% | −180,887−79.5% | Reduced |
| Beryl Capital Management LLC | 47,000 | $16.2M | 31.18% | +47,000 | New |
| JPL Wealth Management, LLC | 47,230 | $16.3M | 3.87% | +3,331+7.6% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 47,430 | $16.4M | 0.26% | −52,570−52.6% | Reduced |
| FineMark National Bank & Trust | 47,494 | $16.4M | 0.54% | −3,661−7.2% | Reduced |
| Louisiana State Employees Retirement System | 47,500 | $16.4M | 0.28% | −400−0.8% | Reduced |
| Marks Group Wealth Management, Inc | 47,802 | $16.5M | 1.53% | +28,142+143.1% | Added |
| 683 Capital Management, LLC | 48,000 | $16.6M | 1.51% | −7,500−13.5% | Reduced |
| Metis Global Partners, LLC | 48,030 | $16.6M | 0.39% | −3,010−5.9% | Reduced |
| Man Group plc | 48,238 | $16.7M | 0.03% | −66,129−57.8% | Reduced |
| Univest Financial Corp | 48,250 | $16.7M | 0.93% | +14,039+41.0% | Added |
| Baillie Gifford & Co | 48,645 | $16.8M | 0.01% | −643,207−93.0% | Reduced |
| D'Orazio & Associates, Inc. | 48,645 | $16.8M | 2.22% | +268+0.6% | Added |
| Oppenheimer Asset Management Inc. | 48,745 | $16.8M | 0.19% | +6,421+15.2% | Added |
| Pensionmark Financial Group, LLC | 48,925 | $16.9M | 0.35% | −1,298−2.6% | Reduced |
| Fulton Breakefield Broenniman LLC | 49,127 | $17.0M | 1.10% | −5,708−10.4% | Reduced |
| Polaris Capital Management, LLC | 49,312 | $17.0M | 1.12% | −1,200−2.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 49,433 | $17.1M | 0.90% | +2,894+6.2% | Added |
| Oppenheimer & Co Inc | 49,604 | $17.1M | 0.21% | −6,938−12.3% | Reduced |
| Callahan Advisors, LLC | 49,672 | $17.2M | 1.46% | +1,459+3.0% | Added |
| MUFG Securities EMEA plc | 49,936 | $17.2M | 0.43% | +47,255+1,762.6% | Added |
| Moore Capital Management, LP | 50,000 | $17.3M | 0.34% | −27,388−35.4% | Reduced |
| Torno Capital, LLC | 50,000 | $17.3M | 2.29% | +50,000 | New |
| Leonteq Securities AG | 50,059 | $17.3M | 0.92% | +4,407+9.7% | Added |
| Old National Bancorp | 50,072 | $17.3M | 0.30% | −3,571−6.7% | Reduced |
| Haverford Trust Co | 50,086 | $17.3M | 0.16% | −7,753−13.4% | Reduced |
| Blue Chip Partners, Inc. | 50,167 | $17.3M | 1.30% | −371−0.7% | Reduced |
| Callan Family Office, LLC | 50,224 | $17.3M | 0.55% | −3,985−7.4% | Reduced |
| Cohen Capital Management, Inc. | 50,417 | $17.4M | 2.71% | 00.0% | Unchanged |
| Adams Diversified Equity Fund, Inc. | 50,800 | $17.5M | 0.59% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 50,837 | $17.6M | 2.74% | +9,775+23.8% | Added |
| Associated Banc-Corp | 50,855 | $17.6M | 0.46% | −3,409−6.3% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 51,484 | $17.8M | 0.51% | −5,020−8.9% | Reduced |
| QV Investors Inc. | 51,794 | $17.9M | 1.55% | +22,640+77.7% | Added |
| Premier Fund Managers Ltd | 52,128 | $18.0M | 0.74% | +52,128 | New |
| Patten & Patten Inc | 52,589 | $18.2M | 1.07% | +688+1.3% | Added |
| Benjamin Edwards Inc | 52,604 | $18.2M | 0.21% | +8,946+20.5% | Added |
| Andra AP-fonden | 52,700 | $18.2M | 0.23% | −48,800−48.1% | Reduced |
| Owl Creek Asset Management, L.P. | 52,871 | $18.3M | 2.07% | +34,318+185.0% | Added |
| Intech Investment Management LLC | 52,922 | $18.3M | 0.16% | −206,929−79.6% | Reduced |
| Hartford Investment Management Co | 53,063 | $18.3M | 0.55% | −1,659−3.0% | Reduced |
| Cumberland Partners Ltd | 53,222 | $18.4M | 1.20% | +53,222 | New |
| First Long Island Investors, LLC | 53,313 | $18.4M | 1.37% | −455−0.8% | Reduced |
| Hemenway Trust Co LLC | 53,523 | $18.5M | 1.41% | +242+0.5% | Added |
| Jain Global LLC | 54,055 | $18.7M | 0.24% | +14,422+36.4% | Added |
| Sequoia Financial Advisors, LLC | 54,133 | $18.7M | 0.11% | +2,416+4.7% | Added |
| Peapack Gladstone Financial Corp | 54,784 | $18.9M | 0.25% | −8,761−13.8% | Reduced |
| RBF Capital, LLC | 55,000 | $19.0M | 0.87% | 00.0% | Unchanged |
| BLI - Banque de Luxembourg Investments | 56,220 | $19.4M | 0.57% | −51,310−47.7% | Reduced |
| Novare Capital Management LLC | 56,511 | $19.5M | 1.49% | +3,004+5.6% | Added |
| Advisory Services Network, LLC | 56,700 | $19.6M | 0.29% | +1,049+1.9% | Added |
| BLKBRD Asset Management, LP | 56,763 | $19.6M | 5.46% | +56,763 | New |
| LMR Partners LLP | 56,856 | $19.6M | 0.25% | +36,175+174.9% | Added |
| Diversify Advisory Services, LLC | 58,841 | $19.6M | 0.66% | +9,286+18.7% | Added |
| Torray LLC | 57,106 | $19.7M | 2.68% | +7,769+15.7% | Added |
| Kentucky Retirement Systems | 57,133 | $19.7M | 0.55% | −1,818−3.1% | Reduced |
| Systematic Alpha Investments, LLC | 57,323 | $19.8M | 0.65% | 00.0% | Unchanged |
| Huntington National Bank | 57,599 | $19.9M | 0.12% | −19,229−25.0% | Reduced |
| Illinois Municipal Retirement Fund | 57,734 | $19.9M | 0.25% | −1,451−2.5% | Reduced |
| Boone Capital Management LLC | 58,112 | $20.1M | 6.58% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 58,453 | $20.2M | 0.36% | +307+0.5% | Added |
| Maple Rock Capital Partners Inc. | 59,100 | $20.4M | 0.82% | +59,100 | New |
| Mizuho Securities USA LLC | 65,963 | $20.4M | 0.41% | +3,269+5.2% | Added |
| Vinva Investment Management Ltd | 59,317 | $20.5M | 0.41% | +2,218+3.9% | Added |
| Atria Investments LLC | 59,521 | $20.6M | 0.23% | +4,105+7.4% | Added |
| Fiduciary Trust Co | 59,705 | $20.6M | 0.23% | −6,900−10.4% | Reduced |
| Mill Capital Management, LLC | 60,118 | $20.8M | 1.54% | +9,811+19.5% | Added |
| Galvin, Gaustad & Stein, LLC | 60,979 | $21.1M | 1.71% | −17,934−22.7% | Reduced |
| Northwest & Ethical Investments L.P. | 61,079 | $21.1M | 0.50% | −2,365−3.7% | Reduced |
| Wesleyan Assurance Society | 61,295 | $21.2M | 1.27% | −260−0.4% | Reduced |
| Farmers & Merchants Investments Inc | 61,930 | $21.4M | 0.61% | −3,823−5.8% | Reduced |
| Norinchukin Bank, The | 62,442 | $21.6M | 0.29% | −8,107−11.5% | Reduced |
| Rhenman & Partners Asset Management AB | 62,530 | $21.6M | 2.39% | +32,100+105.5% | Added |
| Community Trust & Investment Co | 62,664 | $21.6M | 1.17% | +984+1.6% | Added |
| Eversept Partners, LP | 62,820 | $21.7M | 1.66% | +2,084+3.4% | Added |
| Avanza Fonder AB | 63,854 | $22.0M | 0.57% | +1,959+3.2% | Added |