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 |
|---|---|---|---|---|---|
| Alteri Wealth LLC | 802 | $276.8K | 0.10% | +83+11.5% | Added |
| PKS Advisory Services, LLC | 803 | $277.2K | 0.07% | +803 | New |
| Mayport, LLC | 804 | $277.5K | 0.06% | +53+7.1% | Added |
| Bruce G. Allen Investments, LLC | 804 | $277.6K | 0.20% | +14+1.8% | Added |
| Cooper/Haims Advisors, LLC | 804 | $277.8K | 0.13% | −104−11.5% | Reduced |
| Raleigh Capital Management Inc. | 804 | $277.8K | 0.11% | −437−35.2% | Reduced |
| Dynasty Wealth Management, LLC | 806 | $278.1K | 0.00% | +806 | New |
| Global Financial Private Client, LLC | 806 | $278.3K | 0.10% | −146−15.3% | Reduced |
| Financial Council Asset Management Inc | 806 | $278.3K | 0.12% | −6−0.7% | Reduced |
| Leigh Baldwin & Co., LLC | 806 | $278.4K | 0.16% | +806 | New |
| Motive Wealth Advisors | 807 | $278.7K | 0.12% | +807 | New |
| WJ Financial Advisors LLC | 808 | $279.0K | 0.27% | +808 | New |
| MRP Capital Investments, LLC | 895 | $279.2K | 0.24% | −710−44.2% | Reduced |
| Limestone Investment Advisors LP | 809 | $279.3K | 0.13% | +809 | New |
| MTM Investment Management, LLC | 810 | $279.7K | 0.09% | −6−0.7% | Reduced |
| Aletheian Wealth Advisors LLC | 810 | $279.8K | 0.13% | +10+1.3% | Added |
| Investor's Fiduciary Advisor Network, LLC | 811 | $280.0K | 0.09% | −19−2.3% | Reduced |
| ETF Portfolio Partners, Inc. | 811 | $280.0K | 0.07% | +2+0.2% | Added |
| Tactive Advisors, LLC | 815 | $281.4K | 0.08% | +815 | New |
| Meridian Wealth Partners, LLC | 817 | $282.0K | 0.04% | +817 | New |
| ROI Financial Advisors, LLC | 821 | $283.4K | 0.17% | −1,934−70.2% | Reduced |
| Spartan Planning & Wealth Management | 824 | $284.5K | 0.22% | +824 | New |
| Werba Rubin Papier Wealth Management | 827 | $285.7K | 0.05% | +89+12.1% | Added |
| Copeland Capital Management, LLC | 829 | $286.3K | 0.01% | −40,266−98.0% | Reduced |
| Hoxton Planning & Management, LLC | 829 | $286.3K | 0.09% | −155−15.8% | Reduced |
| West Wealth Group, LLC | 793 | $286.5K | 0.06% | +793 | New |
| Stillwater Capital Advisors, LLC | 830 | $286.6K | 0.03% | −145−14.9% | Reduced |
| Horizon Wealth Management, LLC | 831 | $287.0K | 0.04% | +1+0.1% | Added |
| Platinum Investment Management Ltd | 834 | $288.0K | 0.02% | −83−9.1% | Reduced |
| PMV Capital Advisers, LLC | 835 | $288.3K | 0.56% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 836 | $288.7K | 0.03% | +836 | New |
| Lavaca Capital LLC | 837 | $289.0K | 0.05% | −834−49.9% | Reduced |
| Albert D Mason Inc | 837 | $289.0K | 0.19% | −36−4.1% | Reduced |
| Renaissance Group LLC | 838 | $289.5K | 0.01% | −130−13.4% | Reduced |
| Cairn Investment Group, Inc. | 841 | $290.0K | 0.14% | 00.0% | Unchanged |
| Woodley Farra Manion Portfolio Management Inc | 840 | $290.1K | 0.01% | +840 | New |
| American National Bank of Texas | 840 | $290.1K | 0.27% | +840 | New |
| Shepherd Financial Partners LLC | 842 | $290.8K | 0.03% | −526−38.5% | Reduced |
| Insight Advisors, LLC | 841 | $290.8K | 0.04% | −88−9.5% | Reduced |
| Ransom Advisory, Ltd | 845 | $291.8K | 0.13% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 845 | $291.8K | 0.01% | +56+7.1% | Added |
| Breakthru Advisory Services, LLC | 845 | $291.8K | 0.19% | +845 | New |
| Greater Midwest Financial Group, LLC | 846 | $292.2K | 0.19% | −5,533−86.7% | Reduced |
| Cherrydale Wealth Management, LLC | 847 | $292.4K | 0.09% | +847 | New |
| Gould Asset Management LLC | 848 | $292.8K | 0.05% | 00.0% | Unchanged |
| Rede Wealth, LLC | 849 | $293.0K | 0.23% | −2,043−70.6% | Reduced |
| Eagle Bay Advisors LLC | 849 | $293.0K | 0.23% | +111+15.0% | Added |
| Seven Mile Advisory | 849 | $293.1K | 0.05% | −320−27.4% | Reduced |
| Birch Hill Investment Advisors LLC | 849 | $293.2K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 849 | $293.2K | 0.18% | +238+39.0% | Added |
| Bogart Wealth, LLC | 849 | $293.3K | 0.01% | +293+52.7% | Added |
| Hoese & Co LLP | 850 | $293.5K | 0.22% | −150−15.0% | Reduced |
| Mainsail Asset Management, LLC | 850 | $293.5K | 0.13% | +850 | New |
| Seeds Investor LLC | 851 | $293.9K | 0.06% | −40−4.5% | Reduced |
| Runnymede Capital Advisors, Inc. | 852 | $294.2K | 0.24% | +852 | New |
| 49 Wealth Management, LLC | 857 | $295.9K | 0.03% | −1,274−59.8% | Reduced |
| Transatlantique Private Wealth LLC | 857 | $295.9K | 0.10% | −152−15.1% | Reduced |
| Washington Trust Advisors, Inc. | 858 | $296.3K | 0.02% | −9−1.0% | Reduced |
| Frederick Financial Consultants, LLC | 859 | $296.6K | 0.17% | +24+2.9% | Added |
| Kelman-Lazarov, Inc. | 860 | $297.0K | 0.04% | −189−18.0% | Reduced |
| Guardian Wealth Advisors, LLC | 860 | $297.0K | 0.17% | 00.0% | Unchanged |
| MFA Wealth Services | 862 | $297.6K | 0.21% | −193−18.3% | Reduced |
| Elm3 Financial Group, LLC | 862 | $297.7K | 0.24% | +862 | New |
| Blake Schutter Theil Wealth Advisors, LLC | 863 | $298.0K | 0.29% | +863 | New |
| Cypress Financial Planning LLC | 863 | $298.0K | 0.09% | +863 | New |
| GSG Advisors LLC | 859 | $299.3K | 0.08% | +82+10.6% | Added |
| Financial & Tax Architects, LLC | 868 | $299.7K | 0.07% | −15−1.7% | Reduced |
| Opus Capital Group, LLC | 868 | $300.0K | 0.03% | −36−4.0% | Reduced |
| Lanham O'Dell & Company, Inc. | 869 | $300.0K | 0.10% | −71−7.6% | Reduced |
| Security National Bank of So Dak | 871 | $300.8K | 0.15% | −325−27.2% | Reduced |
| Klingenstein Fields & Co LP | 873 | $301.4K | 0.01% | −91−9.4% | Reduced |
| Sax Wealth Advisors, LLC | 874 | $301.7K | 0.02% | +168+23.8% | Added |
| PBMares Wealth Management LLC | 874 | $301.9K | 0.05% | +74+9.3% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 876 | $302.4K | 0.19% | −246−21.9% | Reduced |
| Convergence Financial, LLC | 877 | $302.8K | 0.05% | +877 | New |
| Lesa Sroufe & Co | 877 | $303.0K | 0.24% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 880 | $303.9K | 0.05% | +138+18.6% | Added |
| 360 Financial, Inc. | 881 | $304.2K | 0.10% | −736−45.5% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 881 | $304.2K | 0.02% | −620−41.3% | Reduced |
| Consolidated Planning Corp | 882 | $304.6K | 0.03% | +42+5.0% | Added |
| BBR Partners, LLC | 882 | $304.6K | 0.02% | −6−0.7% | Reduced |
| Capital Wealth Alliance, LLC | 882 | $304.6K | 0.15% | 00.0% | Unchanged |
| Berman McAleer LLC | 882 | $304.6K | 0.04% | +882 | New |
| TBH Global Asset Management, LLC | 883 | $304.8K | 0.06% | +883 | New |
| Tandem Investment Advisors, Inc. | 882 | $305.0K | 0.01% | +882 | New |
| Carson Advisory Inc. | 886 | $305.8K | 0.16% | +58+7.0% | Added |
| Financial Management Professionals, Inc. | 886 | $305.9K | 0.03% | +83+10.3% | Added |
| Koss-Olinger Consulting, LLC | 980 | $306.0K | 0.03% | 00.0% | Unchanged |
| Binnacle Investments Inc | 891 | $307.7K | 0.18% | +508+132.6% | Added |
| Evanson Asset Management, LLC | 891 | $307.7K | 0.02% | −174−16.3% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 893 | $308.4K | 0.19% | +893 | New |
| Latitude Advisors, LLC | 894 | $308.6K | 0.14% | −387−30.2% | Reduced |
| Baxter Bros Inc | 895 | $309.0K | 0.04% | +895 | New |
| Heritage Wealth Management, Inc. | 899 | $310.4K | 0.21% | −2−0.2% | Reduced |
| Alberta Investment Management Corp | 900 | $310.8K | 0.00% | −72,500−98.8% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 900 | $310.8K | 0.05% | +75+9.1% | Added |
| Ssi Investment Management LLC | 901 | $311.1K | 0.02% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 903 | $311.7K | 0.03% | −63−6.5% | Reduced |
| Beaton Management Co. Inc. | 904 | $312.0K | 0.14% | −27−2.9% | Reduced |
| Clean Yield Group | 904 | $312.2K | 0.09% | −27−2.9% | Reduced |