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 |
|---|---|---|---|---|---|
| Independent Family Office, LLC | 600 | $207.2K | 0.09% | −90−13.0% | Reduced |
| SMART Wealth LLC | 600 | $207.3K | 0.08% | +600 | New |
| Sellwood Investment Partners LLC | 601 | $207.5K | 0.08% | +601 | New |
| Walker Asset Management, LLC | 602 | $207.8K | 0.12% | +602 | New |
| Crown Wealth Group, LLC | 602 | $207.9K | 0.06% | −145−19.4% | Reduced |
| LWM Advisory Services, LLC | 591 | $208.1K | 0.12% | −160−21.3% | Reduced |
| New Hampshire Trust | 604 | $208.6K | 0.04% | −333−35.5% | Reduced |
| Sofos Investments, Inc. | 604 | $208.7K | 0.04% | +604 | New |
| Olistico Wealth, LLC | 606 | $209.3K | 0.11% | −33−5.2% | Reduced |
| CJM Wealth Advisers, Ltd. | 609 | $210.3K | 0.06% | +609 | New |
| Prairie Wealth Advisors, Inc. | 612 | $211.2K | 0.09% | −1,866−75.3% | Reduced |
| First United Bank Trust | 612 | $211.3K | 0.07% | −96−13.6% | Reduced |
| Client 1st Advisory Group, LLC | 612 | $211.3K | 0.07% | +612 | New |
| Cora Capital Advisors LLC | 613 | $211.7K | 0.09% | +613 | New |
| Princeton Capital Management LLC | 613 | $211.8K | 0.06% | +613 | New |
| O'Rourke & Company, Inc | 614 | $212.0K | 0.09% | +614 | New |
| Howard Financial Services, Ltd. | 615 | $212.5K | 0.03% | +615 | New |
| Second Half Financial Partners, LLC | 617 | $213.1K | 0.09% | +617 | New |
| Newton One Investments LLC | 618 | $213.4K | 0.06% | +4+0.7% | Added |
| Forza Wealth Management, LLC | 620 | $213.9K | 0.08% | +620 | New |
| Hofer & Associates. Inc | 621 | $214.4K | 0.12% | +621 | New |
| Rise Advisors, LLC | 622 | $214.6K | 0.08% | −28−4.3% | Reduced |
| Westhampton Capital, LLC | 622 | $214.8K | 0.10% | +622 | New |
| Towerpoint Wealth, LLC | 622 | $214.8K | 0.09% | −56−8.3% | Reduced |
| Private Management Group Inc | 622 | $214.9K | 0.01% | +622 | New |
| Brio Consultants, LLC | 624 | $215.5K | 0.03% | −20−3.1% | Reduced |
| Pinkerton Retirement Specialists, LLC | 626 | $216.2K | 0.02% | +626 | New |
| MGO Private Wealth, LLC | 626 | $216.2K | 0.13% | +626 | New |
| Fountainhead AM, LLC | 626 | $216.2K | 0.03% | −78−11.1% | Reduced |
| Masso Torrence Wealth Management Inc. | 627 | $216.6K | 0.09% | +627 | New |
| Richardson Financial Services Inc. | 628 | $216.8K | 0.13% | −1,705−73.1% | Reduced |
| Team Financial Group, LLC | 629 | $217.3K | 0.10% | −27−4.1% | Reduced |
| AJ Advisors, LLC | 631 | $217.7K | 0.09% | −83−11.6% | Reduced |
| HORAN Wealth, LLC | 631 | $217.9K | 0.03% | −67−9.6% | Reduced |
| Old Port Advisors | 632 | $218.2K | 0.06% | −24−3.7% | Reduced |
| Fiduciary Financial Group, LLC | 636 | $219.6K | 0.03% | −149−19.0% | Reduced |
| Bolthouse Investments, LLC | 636 | $219.6K | 0.20% | +636 | New |
| Elite Life Management LLC | 609 | $219.9K | 0.45% | +609 | New |
| Whetstone Capital Advisors, LLC | 637 | $220.0K | 0.06% | +637 | New |
| Brooks, Moore & Associates, Inc. | 637 | $220.0K | 0.12% | +637 | New |
| Tobias Financial Advisors, Inc. | 638 | $220.3K | 0.03% | −130−16.9% | Reduced |
| Fairvoy Private Wealth, LLC | 641 | $221.3K | 0.05% | −124−16.2% | Reduced |
| WestEnd Advisors, LLC | 641 | $221.3K | 0.01% | −62,960−99.0% | Reduced |
| SkyOak Wealth, LLC | 642 | $221.7K | 0.04% | −2,665−80.6% | Reduced |
| Investments & Financial Planning, LLC | 642 | $221.8K | 0.12% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 643 | $222.0K | 0.07% | −1,003−60.9% | Reduced |
| IVC Wealth Advisors LLC | 643 | $222.0K | 0.10% | −809−55.7% | Reduced |
| FJ Capital Management LLC | 643 | $222.0K | 0.02% | −192−23.0% | Reduced |
| StoneCrest Wealth Management, Inc. | 644 | $222.4K | 0.10% | +644 | New |
| Woodard & Co Asset Management Group Inc | 645 | $222.6K | 0.04% | −4,322−87.0% | Reduced |
| Carl P. Sherr & Co., LLC | 645 | $222.7K | 0.11% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 646 | $223.0K | 0.02% | +329+103.8% | Added |
| Northstar Group, Inc. | 647 | $223.5K | 0.03% | +647 | New |
| Hopwood Financial Services, Inc. | 649 | $224.0K | 0.15% | −4−0.6% | Reduced |
| Cottage Street Advisors LLC | 650 | $224.4K | 0.10% | +650 | New |
| Crewe Advisors LLC | 650 | $224.5K | 0.02% | −37−5.4% | Reduced |
| Thrive Capital Management, LLC | 651 | $224.7K | 0.06% | +651 | New |
| Occidental Asset Management, LLC | 652 | $225.0K | 0.03% | +652 | New |
| Clark Asset Management, LLC | 652 | $225.1K | 0.03% | +652 | New |
| Aufman Associates Inc | 652 | $225.1K | 0.13% | −11−1.7% | Reduced |
| Silver Coast Investments LLC | 654 | $225.8K | 0.08% | +654 | New |
| Landaas & Co | 653 | $226.0K | 0.05% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 655 | $226.1K | 0.05% | −76−10.4% | Reduced |
| Rainey & Randall Investment Management Inc. | 657 | $226.7K | 0.04% | +657 | New |
| Whitener Capital Management, Inc. | 657 | $226.9K | 0.05% | +657 | New |
| RW Investment Management LLC | 657 | $226.9K | 0.02% | −8−1.2% | Reduced |
| Capstone Wealth Management Group LLC | 659 | $227.6K | 0.15% | +659 | New |
| Disciplined Equity Management, Inc. | 660 | $227.9K | 0.12% | 00.0% | Unchanged |
| Taylor & Morgan Wealth Management, LLC | 661 | $228.2K | 0.14% | +661 | New |
| Shilanski & Associates, Inc. | 665 | $229.6K | 0.06% | −4−0.6% | Reduced |
| Family Management Corp | 666 | $230.0K | 0.03% | −1−0.1% | Reduced |
| Peoples Bank | 666 | $230.0K | 0.14% | +666 | New |
| Burk Holdings LLC | 666 | $230.0K | 0.12% | +666 | New |
| New World Advisors LLC | 667 | $230.3K | 0.04% | −283−29.8% | Reduced |
| Harmony Asset Management LLC | 669 | $230.8K | 0.08% | −406−37.8% | Reduced |
| Lifelong Wealth Advisors, Inc. | 669 | $231.0K | 0.07% | +12+1.8% | Added |
| Kohmann Bosshard Financial Services, LLC | 671 | $231.7K | 0.02% | +671 | New |
| One Charles Private Wealth Services, LLC | 672 | $232.0K | 0.06% | +14+2.1% | Added |
| Wiser Wealth Management, Inc | 673 | $232.4K | 0.05% | +673 | New |
| TradeWell Securities, LLC. | 668 | $232.6K | 0.10% | +4+0.6% | Added |
| Greenup Street Wealth Management LLC | 674 | $232.8K | 0.04% | −4,000−85.6% | Reduced |
| Mustard Seed Financial, LLC | 675 | $233.1K | 0.15% | 00.0% | Unchanged |
| Allegiance Financial Group Advisory Services LLC | 675 | $233.1K | 0.05% | +675 | New |
| JSF Financial, LLC | 676 | $233.4K | 0.05% | +676 | New |
| Gemmer Asset Management LLC | 676 | $233.4K | 0.02% | +676 | New |
| NewSquare Capital LLC | 676 | $233.4K | 0.02% | +393+138.9% | Added |
| Corundum Group, Inc. | 677 | $233.8K | 0.10% | −52−7.1% | Reduced |
| Stephenson & Company, Inc. | 678 | $234.0K | 0.13% | 00.0% | Unchanged |
| Morton Capital Management LLC | 679 | $234.4K | 0.04% | +19+2.9% | Added |
| Wendell David Associates Inc | 680 | $235.0K | 0.02% | −75−9.9% | Reduced |
| Trilogy Capital Inc. | 681 | $235.1K | 0.01% | +681 | New |
| Linscomb & Williams, Inc. | 681 | $235.2K | 0.01% | −25−3.5% | Reduced |
| XY Planning Network, Inc. | 754 | $235.4K | 0.08% | 00.0% | Unchanged |
| Bank Ozk | 682 | $235.5K | 0.08% | −28−3.9% | Reduced |
| American Financial Advisors, LLC | 682 | $235.5K | 0.03% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 682 | $235.7K | 0.09% | +46+7.2% | Added |
| Onyx Bridge Wealth Group LLC | 683 | $235.7K | 0.03% | +22+3.3% | Added |
| Allied Investment Advisors, LLC | 683 | $235.9K | 0.04% | +683 | New |
| Acorn Financial Advisory Services Inc | 683 | $236.0K | 0.04% | −21−3.0% | Reduced |
| CWS Financial Advisors, LLC | 684 | $236.2K | 0.07% | 00.0% | Unchanged |