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 |
|---|---|---|---|---|---|
| Bailard, Inc. | 63,909 | $22.1M | 0.48% | −10,564−14.2% | Reduced |
| DSG Capital Advisors, LLC | 63,967 | $22.1M | 3.52% | +1,275+2.0% | Added |
| Banco Santander, S.A. | 64,146 | $22.1M | 0.20% | −20,791−24.5% | Reduced |
| Investment Management Corp of Ontario | 64,213 | $22.2M | 0.34% | +33,400+108.4% | Added |
| Horizon Investments, LLC | 64,374 | $22.2M | 0.29% | +40,611+170.9% | Added |
| Causeway Capital Management LLC | 64,603 | $22.3M | 0.29% | +64,603 | New |
| Wesbanco Bank Inc | 64,752 | $22.4M | 0.62% | +152+0.2% | Added |
| Auxier Asset Management | 64,868 | $22.4M | 3.14% | +316+0.5% | Added |
| Groupama Asset Managment | 64,882 | $22.4M | 0.33% | +2,203+3.5% | Added |
| Epoch Investment Partners, Inc. | 65,034 | $22.5M | 0.12% | −44,399−40.6% | Reduced |
| Woodbridge Co Ltd | 65,300 | $22.5M | 0.05% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 65,703 | $22.7M | 0.75% | −1,300−1.9% | Reduced |
| Stock Yards Bank & Trust Co | 65,771 | $22.7M | 0.71% | −10,225−13.5% | Reduced |
| Panagora Asset Management Inc | 65,813 | $22.7M | 0.09% | −437,951−86.9% | Reduced |
| Bridgeway Capital Management, LLC | 66,023 | $22.8M | 0.49% | +239+0.4% | Added |
| Canada Post Corp Registered Pension Plan | 67,699 | $23.4M | 1.04% | +42,388+167.5% | Added |
| Ossiam | 68,185 | $23.5M | 0.30% | +67,685+13,537.0% | Added |
| Private Advisor Group, LLC | 68,707 | $23.7M | 0.12% | +5,533+8.8% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 68,959 | $23.8M | 0.33% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 69,290 | $23.9M | 0.04% | +1,526+2.3% | Added |
| Investment House LLC | 69,385 | $24.0M | 1.14% | +39,149+129.5% | Added |
| Aptus Capital Advisors, LLC | 69,498 | $24.0M | 0.22% | −4,241−5.8% | Reduced |
| Ironvine Capital Partners, LLC | 70,647 | $24.4M | 2.43% | −75−0.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 70,908 | $24.5M | 0.66% | +34,197+93.2% | Added |
| Beacon Pointe Advisors, LLC | 71,353 | $24.6M | 0.21% | +10,922+18.1% | Added |
| SP Asset Management LLC | 72,302 | $25.0M | 1.98% | −61,316−45.9% | Reduced |
| Arnhold LLC | 72,417 | $25.0M | 2.09% | −796−1.1% | Reduced |
| Vontobel Holding Ltd. | 72,788 | $25.1M | 0.08% | +16,194+28.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 73,896 | $25.5M | 0.19% | +29,860+67.8% | Added |
| Douglas Lane & Associates, LLC | 74,074 | $25.6M | 0.36% | −3,197−4.1% | Reduced |
| Commerzbank Aktiengesellschaft | 74,219 | $25.6M | 0.53% | +18,887+34.1% | Added |
| Empowered Funds, LLC | 74,553 | $25.7M | 0.26% | −14,476−16.3% | Reduced |
| UniSuper Management Pty Ltd | 74,583 | $25.8M | 0.16% | +21,277+39.9% | Added |
| ArrowMark Colorado Holdings LLC | 74,820 | $25.8M | 0.48% | +13,755+22.5% | Added |
| BloombergSen Inc. | 74,930 | $25.9M | 2.20% | −778−1.0% | Reduced |
| Mizuho Markets Americas LLC | 75,000 | $25.9M | 0.55% | 00.0% | Unchanged |
| Allianz SE | 75,618 | $26.1M | 0.55% | +1,569+2.1% | Added |
| AltraVue Capital, LLC | 75,620 | $26.1M | 2.17% | −2,370−3.0% | Reduced |
| D.A. Davidson & Co. | 75,736 | $26.2M | 0.17% | +18,935+33.3% | Added |
| Marco Investment Management LLC | 76,165 | $26.3M | 2.01% | +20,511+36.9% | Added |
| Cercano Management LLC | 76,615 | $26.5M | 1.02% | −70,893−48.1% | Reduced |
| Pinnacle Financial Partners Inc | 77,007 | $26.6M | 0.64% | −72,490−48.5% | Reduced |
| Commerce Bank | 77,130 | $26.6M | 0.15% | −17,460−18.5% | Reduced |
| Coronation Fund Managers Ltd. | 78,149 | $27.0M | 1.41% | +38,287+96.0% | Added |
| Scopia Capital Management LP | 78,333 | $27.0M | 3.80% | +190.0% | Added |
| Nearwater Capital Markets, Ltd | 79,000 | $27.3M | 0.36% | −35,000−30.7% | Reduced |
| PEAK6 LLC | 79,435 | $27.4M | 0.69% | +60,651+322.9% | Added |
| Cullen/Frost Bankers, Inc. | 79,459 | $27.4M | 0.32% | −29,527−27.1% | Reduced |
| Guggenheim Capital LLC | 79,534 | $27.5M | 0.20% | −1,744−2.1% | Reduced |
| Heritage Investors Management Corp | 79,676 | $27.5M | 0.82% | +273+0.3% | Added |
| Snowden Capital Advisors LLC | 80,416 | $27.8M | 0.76% | +53,359+197.2% | Added |
| GW&K Investment Management, LLC | 82,319 | $28.4M | 0.25% | +78,186+1,891.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 82,543 | $28.5M | 0.11% | −17,597−17.6% | Reduced |
| Port Capital LLC | 82,659 | $28.5M | 1.19% | −2,470−2.9% | Reduced |
| Palisade Asset Management, LLC | 82,824 | $28.6M | 2.66% | +7,895+10.5% | Added |
| Smith Chas P & Associates Pa Cpas | 82,889 | $28.6M | 2.48% | −31,192−27.3% | Reduced |
| Quintet Private Bank (Europe) S.A. | 85,197 | $29.4M | 1.65% | +1,833+2.2% | Added |
| Trajan Wealth LLC | 85,293 | $29.5M | 1.27% | +21,609+33.9% | Added |
| Tokio Marine Asset Management Co Ltd | 85,693 | $29.6M | 1.05% | −4,913−5.4% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 85,992 | $29.7M | 0.77% | +33,419+63.6% | Added |
| Kames Capital plc | 86,135 | $29.7M | 0.35% | +31,722+58.3% | Added |
| Academy Capital Management Inc | 86,451 | $29.9M | 4.26% | −101,169−53.9% | Reduced |
| Raiffeisen Bank International AG | 86,928 | $30.0M | 0.40% | +15,177+21.2% | Added |
| Coho Partners, Ltd. | 87,285 | $30.1M | 3.87% | −65,677−42.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 87,684 | $30.3M | 0.27% | +35,484+68.0% | Added |
| Nordea Investment Management AB | 87,776 | $30.3M | 0.03% | −65,228−42.6% | Reduced |
| TCTC Holdings, LLC | 87,829 | $30.3M | 0.90% | +5,060+6.1% | Added |
| Prudential PLC | 89,444 | $30.9M | 0.23% | −7,024−7.3% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 90,350 | $31.2M | 6.05% | +90,350 | New |
| Wealthfront Advisers LLC | 90,587 | $31.3M | 0.07% | +27,941+44.6% | Added |
| Ethic Inc. | 91,552 | $31.6M | 0.52% | +263+0.3% | Added |
| Walleye Capital LLC | 92,069 | $31.8M | 0.26% | −34,913−27.5% | Reduced |
| Tocqueville Asset Management L.P. | 92,738 | $32.0M | 0.47% | −37,658−28.9% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 94,034 | $32.5M | 0.57% | +23,124+32.6% | Added |
| Allworth Financial LP | 94,077 | $32.5M | 0.14% | +3,194+3.5% | Added |
| Ninety One UK Ltd | 94,913 | $32.8M | 0.07% | −10,157−9.7% | Reduced |
| Pacer Advisors, Inc. | 95,038 | $32.8M | 0.08% | +20,702+27.8% | Added |
| Yousif Capital Management, LLC | 95,894 | $33.1M | 0.35% | −4,138−4.1% | Reduced |
| Sit Investment Associates Inc | 96,185 | $33.2M | 0.67% | +3,126+3.4% | Added |
| Suvretta Capital Management, LLC | 96,220 | $33.2M | 1.01% | +28,220+41.5% | Added |
| Brinker Capital Investments, LLC | 96,943 | $33.5M | 0.26% | +15,421+18.9% | Added |
| QRG Capital Management, Inc. | 97,305 | $33.6M | 0.41% | −37,602−27.9% | Reduced |
| OP Asset Management Ltd | 99,283 | $34.3M | 0.45% | +1,273+1.3% | Added |
| Conning Inc. | 100,304 | $34.6M | 1.15% | −18,695−15.7% | Reduced |
| Ilex Capital Partners (UK) LLP | 100,397 | $34.7M | 1.11% | +97,082+2,928.6% | Added |
| National Philanthropic Trust | 100,441 | $34.7M | 0.39% | +550+0.6% | Added |
| Rafferty Asset Management, LLC | 100,532 | $34.7M | 0.11% | +4,643+4.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 102,051 | $35.2M | 0.06% | −68,897−40.3% | Reduced |
| Mutual of America Capital Management LLC | 102,399 | $35.4M | 0.37% | −8,778−7.9% | Reduced |
| HRT Financial LP | 102,959 | $35.6M | 0.13% | −49,104−32.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 109,377 | $35.7M | 0.32% | +3,930+3.7% | Added |
| Oregon Public Employees Retirement Fund | 103,508 | $35.7M | 0.47% | +25,140+32.1% | Added |
| Bridges Investment Management Inc | 104,448 | $36.1M | 0.46% | −198,888−65.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 105,621 | $36.5M | 0.69% | +2,316+2.2% | Added |
| Mediolanum International Funds Ltd | 105,962 | $36.6M | 0.38% | −79,384−42.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 106,866 | $36.9M | 0.26% | +91,948+616.4% | Added |
| Atalanta Sosnoff Capital, LLC | 107,915 | $37.3M | 0.71% | +107,148+13,969.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 108,323 | $37.3M | 0.24% | −25,095−18.8% | Reduced |
| GWM Advisors LLC | 108,795 | $37.6M | 0.17% | −6,320−5.5% | Reduced |
| JustInvest LLC | 108,919 | $37.6M | 0.39% | +8,421+8.4% | Added |