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 |
|---|---|---|---|---|---|
| BIP Wealth, LLC | 907 | $313.1K | 0.02% | +44+5.1% | Added |
| Operose Advisors LLC | 907 | $313.2K | 0.08% | −1,440−61.4% | Reduced |
| Satovsky Asset Management LLC | 909 | $313.8K | 0.06% | +6+0.7% | Added |
| Global Trust Asset Management, LLC | 910 | $314.3K | 0.14% | −270−22.9% | Reduced |
| Creative Financial Designs Inc | 914 | $315.6K | 0.02% | −10−1.1% | Reduced |
| Hemington Wealth Management | 918 | $316.0K | 0.04% | −48−5.0% | Reduced |
| Curran Financial Partners, LLC | 915 | $316.0K | 0.06% | −47−4.9% | Reduced |
| Shulman DeMeo Asset Management LLC | 916 | $316.2K | 0.07% | +1+0.1% | Added |
| ORG Partners LLC | 915 | $316.4K | 0.06% | −270−22.8% | Reduced |
| Lafayette Investments, Inc. | 918 | $317.0K | 0.06% | 00.0% | Unchanged |
| Matisse Capital | 918 | $317.0K | 0.14% | +7+0.8% | Added |
| MOKAN Wealth Management Inc. | 918 | $317.7K | 0.16% | −7,867−89.6% | Reduced |
| Silvant Capital Management LLC | 921 | $318.0K | 0.01% | −3,405−78.7% | Reduced |
| New England Capital Financial Advisors LLC | 924 | $319.1K | 0.14% | +1+0.1% | Added |
| Swisher Financial Concepts, Inc. | 925 | $319.4K | 0.19% | −6−0.6% | Reduced |
| Principal Street Partners, LLC | 925 | $319.5K | 0.05% | +925 | New |
| Arq Wealth Advisors, LLC | 926 | $319.7K | 0.09% | +926 | New |
| Red Wave Investments LLC | 927 | $320.1K | 0.10% | 00.0% | Unchanged |
| LeClair Wealth Partners LLC | 932 | $321.8K | 0.20% | −175−15.8% | Reduced |
| Summit Place Financial Advisors, LLC | 932 | $321.8K | 0.15% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 935 | $323.0K | 0.15% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 936 | $323.1K | 0.08% | +575+159.3% | Added |
| Impact Investors, Inc | 937 | $323.5K | 0.21% | −1−0.1% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 937 | $323.5K | 0.08% | 00.0% | Unchanged |
| Blue Square Asset Management, LLC | 937 | $323.6K | 0.14% | −5,482−85.4% | Reduced |
| Brave Asset Management Inc | 944 | $326.0K | 0.08% | +944 | New |
| Darwin Advisors, LLC | 944 | $326.0K | 0.10% | +5+0.5% | Added |
| PFG Private Wealth Management, LLC | 945 | $326.2K | 0.15% | +945 | New |
| Integrity Wealth Solutions LLC | 945 | $326.2K | 0.15% | +945 | New |
| Van Strum & Towne Inc. | 945 | $326.3K | 0.10% | 00.0% | Unchanged |
| Heartland Advisors Inc | 945 | $326.3K | 0.02% | +945 | New |
| Stonekeep Investments, LLC | 946 | $326.6K | 0.21% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 948 | $327.3K | 0.07% | +948 | New |
| TriaGen Wealth Management LLC | 948 | $327.3K | 0.09% | +948 | New |
| Fiduciary Family Office, LLC | 948 | $327.4K | 0.09% | −2,856−75.1% | Reduced |
| Howard Bailey Securities, LLC | 951 | $328.4K | 0.09% | −181−16.0% | Reduced |
| Founders Capital Management, LLC | 953 | $329.1K | 0.05% | 00.0% | Unchanged |
| Ariston Services Group | 953 | $329.1K | 0.20% | 00.0% | Unchanged |
| LongView Wealth Management | 955 | $329.8K | 0.09% | −74−7.2% | Reduced |
| Midwest Financial Group LLC | 957 | $330.6K | 0.16% | +19+2.0% | Added |
| Eagle Wealth Strategies LLC | 958 | $330.7K | 0.16% | −28−2.8% | Reduced |
| KFA Private Wealth Group, LLC | 958 | $330.9K | 0.09% | +176+22.5% | Added |
| Heritage Financial Services, LLC | 959 | $331.1K | 0.03% | −111−10.4% | Reduced |
| Francis Financial, Inc. | 585 | $331.1K | 0.06% | +585 | New |
| Auxano Advisors, LLC | 964 | $332.9K | 0.07% | +32+3.4% | Added |
| Sonata Capital Group Inc | 965 | $333.0K | 0.12% | +200+26.1% | Added |
| Watts Gwilliam & Co., LLC | 965 | $333.2K | 0.05% | 00.0% | Unchanged |
| Mechanics Financial Corp | 979 | $338.0K | 0.13% | −1,827−65.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 980 | $338.4K | 0.14% | +65+7.1% | Added |
| Juncture Wealth Strategies, LLC | 981 | $338.7K | 0.11% | +133+15.7% | Added |
| Michels Family Financial, LLC | 981 | $338.9K | 0.26% | +210+27.2% | Added |
| Garden State Investment Advisory Services LLC | 981 | $339.5K | 0.09% | +89+10.0% | Added |
| First Business Financial Services, Inc. | 984 | $339.8K | 0.03% | −874−47.0% | Reduced |
| Webster Bank, N. A. | 984 | $339.8K | 0.03% | −374−27.5% | Reduced |
| STAR Financial Bank | 984 | $339.8K | 0.20% | +217+28.3% | Added |
| Palmer Knight Co | 985 | $340.1K | 0.16% | 00.0% | Unchanged |
| Destination Wealth Management | 986 | $340.6K | 0.01% | +986 | New |
| Integral Investment Advisors, Inc. | 990 | $341.7K | 0.09% | −64−6.1% | Reduced |
| BayBridge Capital Group, LLC | 990 | $341.8K | 0.22% | +990 | New |
| JGP Global Gestao de Recursos Ltda. | 992 | $342.5K | 0.20% | +8+0.8% | Added |
| Rocky Mountain Advisers, LLC | 992 | $342.5K | 0.10% | +940+1,807.7% | Added |
| Legacy Advisors, LLC | 992 | $342.5K | 0.04% | +992 | New |
| Black Diamond Financial, LLC | 992 | $342.7K | 0.04% | −305−23.5% | Reduced |
| Second Line Capital, LLC | 994 | $343.2K | 0.07% | −5,275−84.1% | Reduced |
| Cohen & Steers, Inc. | 1,000 | $345.0K | 0.00% | 00.0% | Unchanged |
| Papamarkou Wellner Asset Management inc. | 1,000 | $345.3K | 0.21% | 00.0% | Unchanged |
| AtlasMark Financial, Inc | 1,000 | $345.3K | 0.23% | 00.0% | Unchanged |
| Rangeley Capital, LLC | 1,000 | $345.3K | 0.32% | +1,000 | New |
| Quinn Opportunity Partners LLC | 1,000 | $345.3K | 0.03% | +1,000 | New |
| Infrastructure Capital Advisors, LLC | 1,001 | $345.6K | 0.04% | +1,001 | New |
| Fortress Financial Group, LLC | 1,002 | $346.1K | 0.27% | +6+0.6% | Added |
| Bouchey Financial Group Ltd | 1,003 | $346.3K | 0.03% | +41+4.3% | Added |
| Five Oceans Advisors | 1,004 | $346.7K | 0.13% | −316−23.9% | Reduced |
| Ascent Capital Management, LLC | 1,005 | $347.2K | 0.28% | +255+34.0% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,008 | $348.2K | 0.01% | −504−33.3% | Reduced |
| Wealth Forward, LLC | 1,012 | $349.4K | 0.20% | 00.0% | Unchanged |
| Marotta Asset Management | 1,005 | $350.0K | 0.07% | −464−31.6% | Reduced |
| Cromwell Holdings LLC | 1,015 | $350.5K | 0.19% | −1,490−59.5% | Reduced |
| New Covenant Trust Company, N.A. | 1,015 | $350.5K | 0.33% | −26−2.5% | Reduced |
| Emerald Advisors, LLC | 1,016 | $350.9K | 0.05% | −73−6.7% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 1,018 | $351.5K | 0.15% | −907−47.1% | Reduced |
| Advisors Management Group Inc | 1,018 | $352.0K | 0.06% | 00.0% | Unchanged |
| Aries Wealth Management | 1,021 | $352.6K | 0.08% | −66−6.1% | Reduced |
| Ballast Advisors LLC | 1,021 | $352.6K | 0.10% | +2+0.2% | Added |
| Knightsbridge Asset Management, LLC | 1,022 | $352.8K | 0.06% | +244+31.4% | Added |
| PCG Asset Management, LLC | 1,023 | $353.2K | 0.28% | −180−15.0% | Reduced |
| Caitlin John, LLC | 1,024 | $353.3K | 0.25% | −209−17.0% | Reduced |
| SWP Financial LLC | 1,026 | $354.3K | 0.18% | 00.0% | Unchanged |
| Sentinus, LLC | 1,026 | $354.4K | 0.08% | +235+29.7% | Added |
| Fortress Private Ledger, LLC | 1,028 | $354.9K | 0.13% | +183+21.7% | Added |
| Fogel Capital Management, Inc. | 1,028 | $355.0K | 0.16% | −8−0.8% | Reduced |
| Sage Rhino Capital LLC | 1,030 | $355.7K | 0.07% | +76+8.0% | Added |
| Fortitude Advisory Group L.L.C. | 1,036 | $357.8K | 0.19% | −45−4.2% | Reduced |
| Hanlon Investment Management, Inc. | 1,037 | $358.1K | 0.22% | +314+43.4% | Added |
| Altiora Financial Group, LLC | 1,038 | $358.4K | 0.07% | −40−3.7% | Reduced |
| Argent Advisors, Inc. | 1,040 | $359.1K | 0.11% | +391+60.2% | Added |
| Tempus Wealth Planning, LLC | 1,040 | $359.2K | 0.08% | −2,209−68.0% | Reduced |
| Finer Wealth Management, Inc. | 1,041 | $359.5K | 0.18% | +267+34.5% | Added |
| Westmount Partners, LLC | 1,033 | $359.7K | 0.09% | −24−2.3% | Reduced |
| PSI Advisors, LLC | 1,043 | $360.1K | 0.09% | +1,043 | New |