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; 3,394 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
- 3,169
- +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
- 1,323 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 | 3,394 | $325.1B |
| Q1 2026 | 3,055 | $202.4B |
| Q4 2025 | 3,312 | $248.2B |
| Q3 2025 | 3,169 | $253.5B |
| Q2 2025 | 3,186 | $241.1B |
| Q1 2025 | 3,614 | $424.3B |
| Q4 2024 | 3,685 | $409.5B |
| Q3 2024 | 3,477 | $474.6B |
| Q2 2024 | 3,407 | $411.9B |
| Q1 2024 | 3,385 | $398.9B |
| Q4 2023 | 3,422 | $428.0B |
| Q3 2023 | 3,145 | $407.5B |
| Q2 2023 | 3,137 | $388.4B |
| Q1 2023 | 3,115 | $383.6B |
| Q4 2022 | 3,160 | $434.2B |
| Q3 2022 | 2,999 | $413.5B |
| Q2 2022 | 2,965 | $422.0B |
| Q1 2022 | 2,966 | $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 |
|---|---|---|---|---|---|
| Raffa Wealth Management, LLC | 271 | $93.6K | 0.02% | +17+6.7% | Added |
| Texas Capital Bancshares Inc | 271 | $93.6K | 0.04% | −1,323−83.0% | Reduced |
| TD Capital Management LLC | 273 | $94.2K | 0.01% | −17−5.9% | Reduced |
| Avalon Trust Co | 276 | $95.3K | 0.01% | +163+144.2% | Added |
| FSA Wealth Management LLC | 276 | $95.3K | 0.03% | 00.0% | Unchanged |
| Quarry LP | 281 | $97.0K | 0.02% | +12+4.5% | Added |
| Tidemark, LLC | 284 | $98.1K | 0.03% | +158+125.4% | Added |
| Bangor Savings Bank | 286 | $98.8K | 0.01% | −18−5.9% | Reduced |
| Vermillion Wealth Management, Inc. | 287 | $99.1K | 0.03% | +113+64.9% | Added |
| Blume Capital Management, Inc. | 290 | $100.1K | 0.02% | −2,778−90.5% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 295 | $101.9K | 0.17% | −70−19.2% | Reduced |
| CBIZ Investment Advisory Services, LLC | 302 | $104.1K | 0.00% | +92+43.8% | Added |
| Dynamic Wealth Strategies, LLC | 302 | $104.3K | 0.07% | +49+19.4% | Added |
| Wolff Wiese Magana LLC | 312 | $107.7K | 0.06% | −8−2.5% | Reduced |
| Aspect Partners, LLC | 315 | $108.8K | 0.05% | +9+2.9% | Added |
| WFA Asset Management Corp | 187 | $109.1K | 0.06% | +1+0.5% | Added |
| MB, Levis & Associates, LLC | 319 | $110.1K | 0.05% | −150−32.0% | Reduced |
| Whipplewood Advisors, LLC | 320 | $110.5K | 0.07% | −661−67.4% | Reduced |
| Standard Family Office LLC | 324 | $111.9K | 0.12% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 344 | $112.2K | 0.16% | +344 | New |
| MJT & Associates Financial Advisory Group, Inc. | 325 | $112.2K | 0.09% | +75+30.0% | Added |
| Albion Financial Group | 326 | $112.7K | 0.01% | −193−37.2% | Reduced |
| Tradewinds Capital Management, LLC | 327 | $112.9K | 0.03% | +82+33.5% | Added |
| Quaker Wealth Management, LLC | 328 | $113.3K | 0.04% | −432−56.8% | Reduced |
| Canton Hathaway, LLC | 330 | $114.0K | 0.02% | +50+17.9% | Added |
| Financial Avengers, Inc. | 331 | $114.2K | 0.05% | +2+0.6% | Added |
| Hager Investment Management Services, LLC | 332 | $114.6K | 0.06% | 00.0% | Unchanged |
| Sachetta, LLC | 334 | $115.2K | 0.04% | +107+47.1% | Added |
| Strengthening Families & Communities, LLC | 338 | $116.8K | 0.03% | −477−58.5% | Reduced |
| Pacific Center for Financial Services | 344 | $118.8K | 0.03% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 348 | $120.2K | 0.02% | −90−20.5% | Reduced |
| Acima Private Wealth, LLC | 352 | $121.5K | 0.04% | −186−34.6% | Reduced |
| POM Investment Strategies, LLC | 353 | $121.9K | 0.07% | +335+1,861.1% | Added |
| Stone House Investment Management, LLC | 359 | $123.8K | 0.02% | −250−41.1% | Reduced |
| Tortoise Investment Management, LLC | 362 | $125.0K | 0.01% | −13−3.5% | Reduced |
| Pinney & Scofield, Inc. | 362 | $125.0K | 0.08% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 366 | $126.4K | 0.05% | +366 | New |
| Security National Bank | 368 | $127.1K | 0.02% | −5,845−94.1% | Reduced |
| Keener Financial Planning LLC | 373 | $128.0K | 0.06% | 00.0% | Unchanged |
| First Community Trust NA | 373 | $128.8K | 0.10% | 00.0% | Unchanged |
| Hara Capital LLC | 374 | $129.1K | 0.08% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 397 | $137.1K | 0.13% | +61+18.2% | Added |
| Fortitude Family Office, LLC | 400 | $138.1K | 0.04% | −24−5.7% | Reduced |
| Founders Capital Management | 403 | $139.2K | 0.07% | +53+15.1% | Added |
| Wealth Preservation Advisors, LLC | 409 | $141.2K | 0.08% | +1+0.2% | Added |
| TFC Financial Management | 414 | $143.0K | 0.02% | +24+6.2% | Added |
| REAP Financial Group, LLC | 419 | $144.6K | 0.03% | +221+111.6% | Added |
| Core Alternative Capital | 428 | $147.6K | 0.04% | −14,751−97.2% | Reduced |
| IMG Wealth Management, Inc. | 433 | $149.5K | 0.10% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 469 | $150.4K | 0.03% | −714−60.4% | Reduced |
| Kennebec Savings Bank | 437 | $150.9K | 0.14% | −2−0.5% | Reduced |
| Financial Freedom, LLC | 439 | $151.5K | 0.08% | +1+0.2% | Added |
| WFA of San Diego, LLC | 452 | $156.1K | 0.11% | −34−7.0% | Reduced |
| Banque Transatlantique SA | 475 | $163.9K | 0.00% | +115+31.9% | Added |
| Heartwood Wealth Advisors LLC | 493 | $170.2K | 0.02% | +493 | New |
| Avion Wealth | 497 | $171.0K | 0.04% | +147+42.0% | Added |
| Atwood & Palmer Inc | 496 | $171.3K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 498 | $172.0K | 0.03% | −74−12.9% | Reduced |
| Bank of Jackson Hole Trust | 499 | $172.3K | 0.09% | −2,423−82.9% | Reduced |
| Dougherty Wealth Advisers LLC | 510 | $176.1K | 0.11% | 00.0% | Unchanged |
| Essential Partners LLC | 511 | $176.4K | 0.06% | +10+2.0% | Added |
| Centennial Bank | 514 | $177.5K | 0.07% | −30−5.5% | Reduced |
| True Wealth Design, LLC | 514 | $177.6K | 0.05% | +150+41.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 515 | $177.8K | 0.35% | −5,174−90.9% | Reduced |
| Old Point Trust & Financial Services N A | 540 | $186.5K | 0.06% | −11−2.0% | Reduced |
| Princeton Global Asset Management LLC | 544 | $187.7K | 0.03% | +70+14.8% | Added |
| Private Capital Management, LLC | 545 | $188.2K | 0.02% | +545 | New |
| Mascoma Wealth Management LLC | 547 | $188.9K | 0.04% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 548 | $189.1K | 0.03% | +37+7.2% | Added |
| American Capital Advisory, LLC | 557 | $192.3K | 0.09% | +39+7.5% | Added |
| Rossby Financial, LCC | 570 | $198.5K | 0.07% | −39−6.4% | Reduced |
| DAGCO, Inc. | 576 | $198.8K | 0.05% | −79−12.1% | Reduced |
| 1620 Investment Advisors, Inc. | 578 | $199.6K | 0.14% | +338+140.8% | Added |
| Horizon Financial Services, LLC | 579 | $199.9K | 0.10% | +65+12.6% | Added |
| Probity Advisors, Inc. | 580 | $200.3K | 0.03% | +580 | New |
| Etesian Wealth Advisors, Inc. | 580 | $200.3K | 0.07% | +580 | New |
| Dentgroup LLC | 580 | $200.3K | 0.13% | +580 | New |
| Cambridge Financial Group, LLC | 581 | $200.5K | 0.06% | +581 | New |
| Davidson Trust Co | 582 | $201.0K | 0.08% | +582 | New |
| JBGlobal.com LLC | 582 | $201.0K | 0.20% | +582 | New |
| Monument Capital Management | 582 | $201.1K | 0.05% | +582 | New |
| NTV Asset Management LLC | 583 | $201.3K | 0.02% | +583 | New |
| Liberty Wealth Management LLC | 585 | $201.8K | 0.03% | −153−20.7% | Reduced |
| Investment Advisory Services Inc | 585 | $202.0K | 0.06% | +585 | New |
| Leisure Capital Management | 585 | $202.0K | 0.07% | −96−14.1% | Reduced |
| Hudock, Inc. | 585 | $202.1K | 0.03% | +585 | New |
| Rollins Financial Advisors, LLC | 587 | $202.8K | 0.03% | +587 | New |
| Alesco Advisors LLC | 588 | $203.0K | 0.01% | −155−20.9% | Reduced |
| Stony Point Wealth Management Inc. | 589 | $203.3K | 0.08% | +589 | New |
| Optivise Advisory Services LLC | 590 | $203.6K | 0.12% | +590 | New |
| Hobart Private Capital, LLC | 590 | $203.7K | 0.04% | −141−19.3% | Reduced |
| Alley Investment Management Company, LLC | 591 | $204.0K | 0.02% | +591 | New |
| Migdal Insurance & Financial Holdings Ltd. | 591 | $204.0K | 0.00% | −672−53.2% | Reduced |
| IFC Advisors LLC | 591 | $204.1K | 0.04% | +591 | New |
| Lakeshore Financial Planning, Inc. | 592 | $204.7K | 0.08% | −70−10.6% | Reduced |
| Greykasell Wealth Strategies, Inc. | 593 | $204.8K | 0.09% | −897−60.2% | Reduced |
| WPG Advisers, LLC | 596 | $205.8K | 0.16% | +26+4.6% | Added |
| G2 Capital Management, LLC | 597 | $206.1K | 0.05% | +597 | New |
| Everest Management Corp. | 598 | $206.5K | 0.13% | +598 | New |
| Centerpoint Advisory Group | 599 | $206.8K | 0.16% | −200−25.0% | Reduced |