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 |
|---|---|---|---|---|---|
| Achmea Investment Management B.V. | 109,766 | $37.9M | 0.47% | −1,186−1.1% | Reduced |
| Jones Financial Companies LLLP | 111,628 | $38.4M | 0.03% | +12,154+12.2% | Added |
| Steward Partners Investment Advisory, LLC | 111,462 | $38.5M | 0.22% | +3,120+2.9% | Added |
| Virtu Financial LLC | 111,877 | $38.6M | 2.16% | +111,877 | New |
| Obermeyer Wood Investment Counsel, LLLP | 114,211 | $39.4M | 1.85% | +874+0.8% | Added |
| Warther Private Wealth, LLC | 115,756 | $40.0M | 9.46% | +13,159+12.8% | Added |
| Public Employees Retirement Association of Colorado | 116,443 | $40.2M | 0.15% | −3,726−3.1% | Reduced |
| Nissay Asset Management Corp | 117,460 | $40.6M | 0.22% | −89−0.1% | Reduced |
| Fisher Funds Management LTD | 117,641 | $40.6M | 1.07% | −61,714−34.4% | Reduced |
| Clifford Swan Investment Counsel LLC | 117,731 | $40.7M | 1.35% | +10,719+10.0% | Added |
| NEOS Investment Management LLC | 117,989 | $40.7M | 0.31% | +36,236+44.3% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 118,472 | $40.9M | 1.49% | −600−0.5% | Reduced |
| Formuepleje A/S | 118,961 | $41.1M | 2.32% | −17,343−12.7% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 119,568 | $41.3M | 0.88% | −1,304−1.1% | Reduced |
| AE Wealth Management LLC | 119,660 | $41.3M | 0.26% | +1,937+1.6% | Added |
| Woodline Partners LP | 119,695 | $41.3M | 0.19% | +73,826+160.9% | Added |
| Ofi Invest Asset Management | 140,727 | $41.4M | 0.87% | +69,352+97.2% | Added |
| Elo Mutual Pension Insurance Co | 120,501 | $41.6M | 0.68% | +2,058+1.7% | Added |
| Erste Asset Management GmbH | 120,290 | $41.7M | 0.40% | −33,100−21.6% | Reduced |
| CapitalatWork S.A. | 120,758 | $41.7M | 1.21% | −101−0.1% | Reduced |
| ING Groep NV | 121,966 | $42.1M | 0.23% | −2,120−1.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 122,360 | $42.3M | 0.32% | +8,400+7.4% | Added |
| Estuary Capital Management LP | 122,935 | $42.4M | 7.54% | +7,919+6.9% | Added |
| New York Life Investment Management LLC | 122,985 | $42.5M | 0.37% | −1,891−1.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 123,007 | $42.5M | 0.12% | −8,593−6.5% | Reduced |
| Captrust Financial Advisors | 123,325 | $42.6M | 0.09% | +12,343+11.1% | Added |
| State of Alaska, Department of Revenue | 124,615 | $43.0M | 0.44% | −4,870−3.8% | Reduced |
| Alpha Cubed Investments, LLC | 124,682 | $43.1M | 1.50% | +89,105+250.5% | Added |
| London & Capital Asset Management Ltd | 125,120 | $43.2M | 3.09% | +6,626+5.6% | Added |
| Country Trust Bank | 125,401 | $43.3M | 0.95% | +11,969+10.6% | Added |
| Aureus Asset Management, LLC | 129,842 | $44.8M | 2.92% | +20,681+18.9% | Added |
| British Columbia Investment Management Corp | 130,610 | $45.1M | 0.26% | −87,259−40.1% | Reduced |
| Pathstone Holdings, LLC | 131,242 | $45.3M | 0.17% | +4,165+3.3% | Added |
| O'Shaughnessy Asset Management, LLC | 131,631 | $45.5M | 0.27% | +24,827+23.2% | Added |
| Blair William & Co | 132,138 | $45.6M | 0.12% | −110,802−45.6% | Reduced |
| Riverbridge Partners LLC | 132,583 | $45.8M | 0.77% | −4,596−3.4% | Reduced |
| Glenmede Investment Management, LP | 132,999 | $45.9M | 0.22% | +7,627+6.1% | Added |
| Vident Advisory, LLC | 133,318 | $46.0M | 0.45% | +6,473+5.1% | Added |
| Toroso Investments, LLC | 134,167 | $46.3M | 0.20% | +56,136+71.9% | Added |
| Penn Davis McFarland Inc | 135,687 | $46.9M | 4.84% | +1,183+0.9% | Added |
| Hollencrest Capital Management | 135,932 | $46.9M | 1.70% | −124−0.1% | Reduced |
| Xponance, Inc. | 138,656 | $47.9M | 0.38% | −6,730−4.6% | Reduced |
| Sarasin & Partners LLP | 139,226 | $48.1M | 0.47% | −465,744−77.0% | Reduced |
| Long Focus Capital Management, LLC | 139,200 | $48.1M | 2.75% | +87,200+167.7% | Added |
| Baird Financial Group, Inc. | 140,386 | $48.5M | 0.08% | −32,145−18.6% | Reduced |
| Gradient Investments LLC | 141,503 | $48.9M | 0.82% | +18,319+14.9% | Added |
| Generate Investment Management Ltd | 142,486 | $49.2M | 2.50% | +7,486+5.5% | Added |
| Pinebridge Investments, L.P. | 142,562 | $49.2M | 0.37% | +5,626+4.1% | Added |
| TD Waterhouse Canada Inc. | 141,383 | $49.3M | 0.32% | −1,247−0.9% | Reduced |
| Kestra Advisory Services, LLC | 143,949 | $49.7M | 0.23% | +39,850+38.3% | Added |
| Seizert Capital Partners, LLC | 145,328 | $50.2M | 2.17% | +10,427+7.7% | Added |
| MML Investors Services, LLC | 145,349 | $50.2M | 0.13% | −43,227−22.9% | Reduced |
| Varma Mutual Pension Insurance Co | 145,462 | $50.2M | 0.32% | +19,800+15.8% | Added |
| Evercore Wealth Management, LLC | 145,535 | $50.3M | 0.74% | −164,282−53.0% | Reduced |
| Mercer Global Advisors Inc | 145,658 | $50.3M | 0.08% | +145,658 | New |
| Robeco Institutional Asset Management B.V. | 146,195 | $50.5M | 0.07% | −56,000−27.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 146,650 | $50.6M | 0.41% | +8,461+6.1% | Added |
| Vaughan David Investments LLC | 146,839 | $50.7M | 1.09% | +1,641+1.1% | Added |
| Sanctuary Advisors, LLC | 147,875 | $51.1M | 0.29% | +22,436+17.9% | Added |
| NS Partners Ltd | 149,512 | $51.6M | 2.00% | +24,032+19.2% | Added |
| Utah Retirement Systems | 150,379 | $51.9M | 0.50% | −703−0.5% | Reduced |
| Mawer Investment Management Ltd. | 152,305 | $52.6M | 0.27% | −907,064−85.6% | Reduced |
| Donaldson Capital Management, LLC | 153,730 | $53.1M | 1.68% | +7,570+5.2% | Added |
| Assetmark, Inc | 153,961 | $53.2M | 0.11% | +20,986+15.8% | Added |
| Parsifal Capital Management, LP | 154,600 | $53.4M | 4.97% | −30,491−16.5% | Reduced |
| Boston Trust Walden Corp | 155,900 | $53.8M | 0.39% | −48,057−23.6% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 158,308 | $54.7M | 3.70% | +111,024+234.8% | Added |
| Liberty One Investment Management, LLC | 160,408 | $55.4M | 3.12% | +78,407+95.6% | Added |
| CWM, LLC | 160,487 | $55.4M | 0.17% | +27,026+20.3% | Added |
| Keybank National Association | 160,983 | $55.6M | 0.20% | −21,437−11.8% | Reduced |
| Sterling Capital Management LLC | 165,082 | $57.0M | 0.83% | −20,183−10.9% | Reduced |
| Evelyn Partners Investment Management LLP | 165,792 | $57.2M | 1.63% | −15,268−8.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 166,206 | $57.4M | 0.22% | −29,133−14.9% | Reduced |
| Cornerstone Investment Partners, LLC | 166,212 | $57.4M | 2.40% | +17,507+11.8% | Added |
| Allspring Global Investments Holdings, LLC | 165,094 | $57.5M | 0.09% | −105,981−39.1% | Reduced |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 167,432 | $57.8M | 1.30% | +167,432 | New |
| Ieq Capital, LLC | 169,881 | $58.7M | 0.18% | +96,578+131.8% | Added |
| Bellevue Group AG | 170,057 | $58.7M | 1.22% | +27,761+19.5% | Added |
| Amalgamated Bank | 172,127 | $59.4M | 0.42% | −3,135−1.8% | Reduced |
| Cresset Asset Management, LLC | 172,686 | $59.6M | 0.26% | +3,184+1.9% | Added |
| IMC-Chicago, LLC | 173,699 | $60.0M | 1.06% | −113,760−39.6% | Reduced |
| Munich Reinsurance Co Stock Corp in Munich | 174,538 | $60.3M | 1.51% | +174,538 | New |
| Yacktman Asset Management LP | 174,588 | $60.3M | 0.83% | +45,588+35.3% | Added |
| IFM Investors Pty Ltd | 178,952 | $61.6M | 0.54% | −961−0.5% | Reduced |
| Scotia Capital Inc. | 180,352 | $62.3M | 0.26% | +11,932+7.1% | Added |
| Millennium Management LLC | 180,479 | $62.3M | 0.05% | −123,854−40.7% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 180,600 | $62.4M | 0.47% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 182,792 | $63.1M | 0.84% | +12,230+7.2% | Added |
| MAI Capital Management | 191,138 | $66.0M | 0.41% | −33,137−14.8% | Reduced |
| Comerica Bank | 192,136 | $66.3M | 0.25% | −15,816−7.6% | Reduced |
| South Dakota Investment Council | 196,526 | $67.9M | 1.32% | +69,972+55.3% | Added |
| Van Eck Associates Corp | 196,810 | $68.0M | 0.06% | +6,993+3.7% | Added |
| Loomis Sayles & Co L P | 199,832 | $69.0M | 0.08% | −385,406−65.9% | Reduced |
| Primecap Management Co | 199,982 | $69.1M | 0.05% | −136,800−40.6% | Reduced |
| Pentwater Capital Management LP | 200,000 | $69.1M | 0.62% | −775,000−79.5% | Reduced |
| Lido Advisors, LLC | 200,656 | $69.3M | 0.28% | +28,454+16.5% | Added |
| Gateway Investment Advisers LLC | 203,454 | $70.3M | 0.68% | +1,225+0.6% | Added |
| Appaloosa LPSuperinvestorAppaloosa | 203,500 | $70.3M | 0.95% | −2,246,500−91.7% | Reduced |
| Solel Partners LP | 206,527 | $71.3M | 13.72% | +19,000+10.1% | Added |
| Border to Coast Pensions Partnership Ltd | 207,338 | $71.6M | 1.25% | +25,786+14.2% | Added |