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
- 3,169
- +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 | 3,395 | $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 |
|---|---|---|---|---|---|
| Westshore Wealth, LLC | 686 | $237.0K | 0.08% | −55−7.4% | Reduced |
| Seldon Capital LP | 687 | $237.2K | 0.08% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 687 | $237.3K | 0.10% | −45−6.1% | Reduced |
| FDx Advisors, Inc. | 696 | $238.0K | 0.07% | −139−16.6% | Reduced |
| Ariadne Wealth Management, LP | 718 | $238.7K | 0.11% | −170−19.1% | Reduced |
| BCJ Capital Management, LLC | 692 | $238.8K | 0.01% | −1,910−73.4% | Reduced |
| Williams & Novak, LLC | 692 | $238.9K | 0.18% | −749−52.0% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 692 | $238.9K | 0.03% | −333−32.5% | Reduced |
| SOA Wealth Advisors, LLC. | 692 | $239.1K | 0.04% | −530−43.4% | Reduced |
| Summitry LLC | 693 | $239.3K | 0.01% | +693 | New |
| Accelerate Investment Advisors LLC | 697 | $240.8K | 0.16% | −14−2.0% | Reduced |
| Allegheny Financial Group LTD | 697 | $240.9K | 0.05% | −183−20.8% | Reduced |
| Center For Asset Management LLC | 698 | $241.0K | 0.13% | +89+14.6% | Added |
| Trifecta Capital Advisors, LLC | 699 | $241.4K | 0.04% | −9,661−93.3% | Reduced |
| RWM Asset Management, LLC | 700 | $241.7K | 0.03% | −289−29.2% | Reduced |
| HMV Wealth Advisors, LLC | 700 | $241.7K | 0.13% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 702 | $242.4K | 0.02% | −4,016−85.1% | Reduced |
| Alliance Wealth Advisors, LLC | 703 | $242.6K | 0.06% | −6−0.8% | Reduced |
| Birchcreek Wealth Management, LLC | 704 | $243.1K | 0.13% | +17+2.5% | Added |
| Intelligence Driven Advisers, LLC | 706 | $243.8K | 0.03% | +55+8.4% | Added |
| Hanson & Doremus Investment Management | 708 | $244.0K | 0.03% | −86−10.8% | Reduced |
| Ridgecrest Wealth Partners, LLC | 707 | $244.0K | 0.11% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 707 | $244.2K | 0.05% | −48−6.4% | Reduced |
| Windle Wealth, LLC | 709 | $244.7K | 0.11% | +5+0.7% | Added |
| Braun-Bostich & Associates Inc. | 709 | $244.8K | 0.15% | −5−0.7% | Reduced |
| Fairview Capital Investment Management, LLC | 710 | $245.2K | 0.01% | −16−2.2% | Reduced |
| First Financial Bank - Trust Division | 712 | $245.9K | 0.02% | −118−14.2% | Reduced |
| Millstone Evans Group, LLC | 712 | $245.9K | 0.16% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 712 | $245.9K | 0.08% | +712 | New |
| Ring Mountain Capital, LLC | 711 | $246.0K | 0.14% | −3−0.4% | Reduced |
| Blueshift Asset Management, LLC | 713 | $246.2K | 0.08% | −4,723−86.9% | Reduced |
| Hidden Cove Wealth Management, LLC | 714 | $246.5K | 0.16% | +714 | New |
| Check Capital Management Inc | 715 | $246.9K | 0.02% | +715 | New |
| Uniting Wealth Partners, LLC | 715 | $246.9K | 0.06% | +715 | New |
| Pine Harbor Wealth Management, LLC | 715 | $247.0K | 0.08% | −44−5.8% | Reduced |
| Wall Street Financial Group, Inc. | 716 | $247.2K | 0.18% | −104−12.7% | Reduced |
| 4J Wealth Management LLC | 717 | $247.7K | 0.15% | −112−13.5% | Reduced |
| Cookson Peirce & Co Inc | 720 | $248.6K | 0.01% | +720 | New |
| Threadgill Financial, LLC | 721 | $249.0K | 0.12% | +721 | New |
| Philadelphia Trust Co | 720 | $249.0K | 0.02% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 721 | $249.1K | 0.11% | −103−12.5% | Reduced |
| Legacy Wealth Managment, LLC | 721 | $249.1K | 0.11% | +213+41.9% | Added |
| HighMark Wealth Management LLC | 722 | $249.3K | 0.11% | +305+73.1% | Added |
| Chicago Capital, LLC | 724 | $250.0K | 0.01% | −303−29.5% | Reduced |
| TruWealth Advisors, LLC | 725 | $250.3K | 0.01% | +725 | New |
| Grange Capital, LLC | 727 | $251.1K | 0.24% | 00.0% | Unchanged |
| Lynx Investment Advisory | 728 | $251.3K | 0.15% | −51−6.5% | Reduced |
| Exchange Bank | 728 | $251.4K | 0.17% | −36−4.7% | Reduced |
| Texas Bank & Trust Co | 729 | $251.7K | 0.10% | −12−1.6% | Reduced |
| Pembroke Management, LTD | 729 | $251.7K | 0.02% | +729 | New |
| CVFG LLC | 730 | $252.1K | 0.18% | +730 | New |
| Lion Street Advisors, LLC | 548 | $252.3K | 0.09% | −1,639−74.9% | Reduced |
| Permanent Capital Management, LP | 731 | $252.4K | 0.05% | +731 | New |
| CCG Wealth Management, LLC | 737 | $254.5K | 0.12% | +737 | New |
| Watershed Private Wealth LLC | 738 | $254.8K | 0.08% | +738 | New |
| Boston Research & Management Inc | 740 | $255.5K | 0.06% | 00.0% | Unchanged |
| Red Lighthouse Investment Management, LLC | 741 | $255.9K | 0.09% | +9+1.2% | Added |
| Seros Financial, LLC | 742 | $256.2K | 0.16% | +742 | New |
| First County Bank | 744 | $256.9K | 0.13% | +744 | New |
| Matrix Asset Advisors Inc | 745 | $257.1K | 0.02% | +745 | New |
| White Knight Strategic Wealth Advisors, LLC | 745 | $257.2K | 0.20% | +745 | New |
| Evergreen Wealth Solutions, LLC | 747 | $258.0K | 0.15% | −121−13.9% | Reduced |
| BankPlus Trust Department | 748 | $258.3K | 0.07% | −1,945−72.2% | Reduced |
| Vista Investment Partners LLC | 749 | $258.6K | 0.07% | −202−21.2% | Reduced |
| Wetzel Investment Advisors, Inc. | 749 | $258.6K | 0.11% | −50−6.3% | Reduced |
| Clarity Financial LLC | 749 | $258.7K | 0.03% | +3+0.4% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 751 | $259.3K | 0.01% | −22,860−96.8% | Reduced |
| Kinloch Capital, LLC | 754 | $260.4K | 0.11% | −29−3.7% | Reduced |
| Alliance Wealth Management Group | 755 | $260.7K | 0.06% | +14+1.9% | Added |
| Moment Partners, LLC | 756 | $261.1K | 0.05% | −190−20.1% | Reduced |
| Key Client Fiduciary Advisors, LLC | 757 | $261.3K | 0.09% | +757 | New |
| Clarus Group, Inc. | 757 | $261.3K | 0.09% | −185−19.6% | Reduced |
| WealthPlan Investment Management, LLC | 757 | $261.5K | 0.02% | −390−34.0% | Reduced |
| Whelan Financial | 758 | $261.6K | 0.08% | +758 | New |
| Canandaigua National Trust Co of Florida | 758 | $261.7K | 0.21% | 00.0% | Unchanged |
| RWC Asset Management LLP | 758 | $261.7K | 0.01% | +758 | New |
| Southeast Asset Advisors Inc. | 760 | $262.5K | 0.03% | +24+3.3% | Added |
| Encompass More Asset Management | 763 | $263.5K | 0.05% | +763 | New |
| Greatmark Investment Partners, Inc. | 765 | $264.2K | 0.03% | −45−5.6% | Reduced |
| Mustico Financial Group, Inc. | 747 | $264.2K | 0.29% | +747 | New |
| UMA Financial Services, Inc. | 766 | $264.5K | 0.04% | +295+62.6% | Added |
| Purus Wealth Management, LLC | 767 | $264.9K | 0.08% | −1−0.1% | Reduced |
| Investors Asset Management of Georgia Inc | 769 | $265.5K | 0.11% | +50+7.0% | Added |
| Towercrest Capital Management | 770 | $265.9K | 0.04% | +14+1.9% | Added |
| Mma Asset Management LLC | 770 | $265.9K | 0.09% | +770 | New |
| Bill Few Associates, Inc. | 771 | $266.1K | 0.07% | −224−22.5% | Reduced |
| Berry Wealth Group, LP | 772 | $266.6K | 0.87% | −4,383−85.0% | Reduced |
| Luts & Greenleigh Group, Inc | 772 | $266.6K | 0.24% | +25+3.3% | Added |
| Crabel Capital Management, LLC | 773 | $266.9K | 0.24% | +773 | New |
| Private Advisory Group LLC | 774 | $267.3K | 0.02% | −41,101−98.2% | Reduced |
| Heron Bay Capital Management | 776 | $268.0K | 0.05% | 00.0% | Unchanged |
| Peak Retirement Planning, Inc. | 783 | $270.4K | 0.08% | −24−3.0% | Reduced |
| Volterra Technologies LP | 785 | $271.1K | 0.18% | −885−53.0% | Reduced |
| RIA Advisory Group LLC | 786 | $271.4K | 0.07% | +786 | New |
| Addison Advisors LLC | 790 | $272.8K | 0.06% | +323+69.2% | Added |
| Cherry Tree Wealth Management, LLC | 791 | $273.0K | 0.06% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 792 | $273.6K | 0.05% | +17+2.2% | Added |
| IFS Group,LLC | 789 | $274.8K | 0.24% | +789 | New |
| Capstone Financial Advisors, Inc. | 800 | $276.2K | 0.01% | +96+13.6% | Added |
| Challenger Wealth Management | 802 | $276.8K | 0.22% | −685−46.1% | Reduced |