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 |
|---|---|---|---|---|---|
| Antonelli Financial Advisors, LLC | 1,045 | $360.8K | 0.25% | −185−15.0% | Reduced |
| Financial Insights, Inc. | 1,045 | $360.8K | 0.12% | +1,045 | New |
| Davis Capital Management | 1,045 | $360.8K | 0.25% | +1,045 | New |
| Palisades Hudson Asset Management, L.P. | 1,047 | $361.0K | 0.13% | −31−2.9% | Reduced |
| Horizon Investment Services, LLC | 1,046 | $361.2K | 0.14% | −2,319−68.9% | Reduced |
| Canvas Wealth Advisors, LLC | 1,003 | $361.4K | 0.07% | +1,003 | New |
| Voisard Asset Management Group, Inc. | 1,047 | $361.5K | 0.08% | −116−10.0% | Reduced |
| JFS Wealth Advisors, LLC | 1,048 | $362.0K | 0.02% | +88+9.2% | Added |
| Umpqua Bank | 1,005 | $363.0K | 0.10% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 1,052 | $363.0K | 0.02% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 1,052 | $363.3K | 0.08% | −199−15.9% | Reduced |
| Strategy Asset Managers LLC | 1,054 | $363.8K | 0.07% | +256+32.1% | Added |
| Walkner Condon Financial Advisors LLC | 1,054 | $363.9K | 0.06% | +232+28.2% | Added |
| Code Waechter LLC | 1,011 | $363.9K | 0.24% | −664−39.6% | Reduced |
| Quantum Financial Advisors, LLC | 1,055 | $364.4K | 0.04% | −383−26.6% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 1,056 | $364.6K | 0.03% | −81−7.1% | Reduced |
| Aviso Wealth Management | 1,060 | $365.9K | 0.16% | −640−37.6% | Reduced |
| Teza Capital Management LLC | 1,060 | $366.0K | 1.98% | −101−8.7% | Reduced |
| Elkhorn Partners Limited Partnership | 1,060 | $366.0K | 0.25% | +10+1.0% | Added |
| Leo Wealth, LLC | 1,064 | $367.3K | 0.05% | +23+2.2% | Added |
| Provident Wealth Management, LLC | 1,066 | $368.1K | 0.11% | +373+53.8% | Added |
| 4WEALTH Advisors, Inc. | 1,067 | $368.4K | 0.34% | +73+7.3% | Added |
| Consilio Wealth Advisors, LLC | 1,068 | $368.6K | 0.12% | +172+19.2% | Added |
| Pasadena Private Wealth, LLC | 1,068 | $368.7K | 0.05% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 1,068 | $368.8K | 0.12% | +1,068 | New |
| Benedict Financial Advisors Inc | 1,070 | $369.6K | 0.08% | −28−2.6% | Reduced |
| Benin Management CORP | 1,072 | $370.2K | 0.09% | +24+2.3% | Added |
| Allium Financial Advisors, LLC | 1,074 | $370.9K | 0.31% | −225−17.3% | Reduced |
| Verus Capital Partners, LLC | 1,076 | $371.4K | 0.03% | −245−18.5% | Reduced |
| North Forty Two & Co. | 1,081 | $373.3K | 0.36% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 1,732 | $373.5K | 0.10% | +1,532+766.0% | Added |
| Foster Victor Wealth Advisors, LLC | 1,037 | $373.6K | 0.02% | +228+28.2% | Added |
| Wallace Advisory Group, LLC | 1,198 | $373.7K | 0.30% | −1,056−46.9% | Reduced |
| Oregon Pacific Wealth Management, LLC | 1,083 | $374.0K | 0.32% | +59+5.8% | Added |
| Oxinas Partners Wealth Management LLC | 1,084 | $374.5K | 0.20% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 1,087 | $375.4K | 0.12% | −260−19.3% | Reduced |
| HFR Wealth Management, LLC | 1,090 | $376.4K | 0.09% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 1,094 | $377.8K | 0.11% | +297+37.3% | Added |
| MN Wealth Advisors, LLC | 1,095 | $378.3K | 0.20% | +166+17.9% | Added |
| Financial Consulate, Inc | 1,096 | $378.4K | 0.05% | +1,096 | New |
| Atlas Brown,Inc. | 1,097 | $378.7K | 0.11% | +8+0.7% | Added |
| Monograph Wealth Advisors, LLC | 1,099 | $379.6K | 0.04% | +111+11.2% | Added |
| Waters Parkerson & Co., LLC | 1,100 | $379.8K | 0.02% | −600−35.3% | Reduced |
| Clifford Group, LLC | 1,100 | $379.9K | 0.30% | +102+10.2% | Added |
| Planning Center, Inc. | 1,104 | $381.2K | 0.04% | −4−0.4% | Reduced |
| RMR Wealth Builders | 1,104 | $381.4K | 0.03% | +99+9.9% | Added |
| Tillman Hartley LLC | 1,105 | $381.6K | 0.10% | +40+3.8% | Added |
| AssuredPartners Investment Advisors, LLC | 1,105 | $381.6K | 0.08% | −151−12.0% | Reduced |
| Miller Financial Services LLC | 1,105 | $381.7K | 0.44% | −73−6.2% | Reduced |
| Berbice Capital Management LLC | 1,106 | $381.9K | 0.24% | −524−32.1% | Reduced |
| Values Added Financial LLC | 1,109 | $382.9K | 0.17% | +4+0.4% | Added |
| Tower Trust & Investment Co | 1,110 | $383.3K | 0.26% | 00.0% | Unchanged |
| Atlas Wealth LLC | 1,110 | $383.3K | 0.12% | +1,110 | New |
| Dillon & Associates Inc | 1,113 | $384.0K | 0.05% | +7+0.6% | Added |
| Advus Financial Partners, LLC | 1,113 | $384.3K | 0.09% | −109−8.9% | Reduced |
| Kera Capital Partners, Inc. | 1,113 | $384.3K | 0.06% | +385+52.9% | Added |
| Cheviot Value Management, LLC | 1,045 | $384.4K | 0.04% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,114 | $384.6K | 0.02% | −177−13.7% | Reduced |
| Arlington Trust Co LLC | 1,114 | $384.7K | 0.07% | −428−27.8% | Reduced |
| LBMC Investment Advisors, LLC | 1,119 | $386.4K | 0.02% | +250+28.8% | Added |
| ABN AMRO Bank N.V. | 1,127 | $387.6K | 0.00% | −532−32.1% | Reduced |
| High Net Worth Advisory Group LLC | 1,126 | $389.1K | 0.09% | −192−14.6% | Reduced |
| Forefront Analytics, LLC | 1,130 | $390.0K | 0.38% | +396+54.0% | Added |
| Andina Capital Management, LLC | 1,133 | $391.2K | 0.22% | +117+11.5% | Added |
| Facet Wealth, Inc. | 1,135 | $391.8K | 0.01% | +12+1.1% | Added |
| Riversedge Advisors, LLC | 1,135 | $392.1K | 0.07% | +1,135 | New |
| Baker Boyer National Bank | 1,136 | $392.3K | 0.13% | +3+0.3% | Added |
| Catalina Capital Group, LLC | 1,137 | $392.6K | 0.24% | +95+9.1% | Added |
| Fortress Financial Solutions, LLC | 1,137 | $392.6K | 0.43% | +1,137 | New |
| Walter & Keenan Financial Consulting Co | 1,139 | $393.3K | 0.11% | −2,455−68.3% | Reduced |
| Bedel Financial Consulting, Inc. | 1,139 | $393.4K | 0.05% | +67+6.3% | Added |
| BOCHK Asset Management Ltd | 1,140 | $393.6K | 0.10% | +1,140 | New |
| Compass Ion Advisors, LLC | 1,142 | $394.2K | 0.04% | +21+1.9% | Added |
| WealthBridge Capital Management, LLC | 1,142 | $394.4K | 0.09% | −545−32.3% | Reduced |
| Alpha Wealth Funds, LLC | 1,000 | $394.4K | 0.32% | +1,000 | New |
| KRS Capital Management, LLC | 1,143 | $394.6K | 0.24% | +1,143 | New |
| Barrett & Company, Inc. | 1,145 | $395.2K | 0.14% | −36−3.0% | Reduced |
| Veracity Capital LLC | 1,145 | $395.3K | 0.13% | +60+5.5% | Added |
| Ashton Thomas Securities, LLC | 1,135 | $395.7K | 0.06% | −1,074−48.6% | Reduced |
| Navalign, LLC | 1,149 | $396.8K | 0.10% | −10−0.9% | Reduced |
| Spirit of America Management Corp | 1,150 | $397.1K | 0.08% | −400−25.8% | Reduced |
| Exeter Financial, LLC | 1,150 | $397.2K | 0.17% | +505+78.3% | Added |
| Regatta Capital Group, LLC | 1,151 | $397.4K | 0.06% | +173+17.7% | Added |
| BlackDiamond Wealth Management Inc. | 1,153 | $398.1K | 0.22% | +424+58.2% | Added |
| Ignite Planners, LLC | 1,154 | $398.5K | 0.07% | +1,154 | New |
| Traynor Capital Management, Inc. | 1,155 | $398.9K | 0.02% | −9−0.8% | Reduced |
| Balboa Wealth Partners | 1,156 | $399.2K | 0.07% | +345+42.5% | Added |
| Twin City Private Wealth, LLC | 1,158 | $400.0K | 0.31% | −116−9.1% | Reduced |
| Aldebaran Financial Inc. | 1,160 | $400.5K | 0.40% | +182+18.6% | Added |
| Successful Portfolios LLC | 1,164 | $401.9K | 0.23% | −147−11.2% | Reduced |
| Evolution Wealth Advisors, LLC | 1,164 | $401.9K | 0.05% | +82+7.6% | Added |
| Omnia Family Wealth, LLC | 1,164 | $401.9K | 0.13% | +1,164 | New |
| Eubel Brady & Suttman Asset Management Inc | 1,164 | $402.0K | 0.05% | +77+7.1% | Added |
| Caitong International Asset Management Co., Ltd | 1,165 | $402.3K | 0.28% | −3,392−74.4% | Reduced |
| Maxele Advisors, LLC | 1,166 | $402.8K | 0.35% | −460−28.3% | Reduced |
| Blue Rock Wealth Management LLC | 1,167 | $403.0K | 0.25% | +102+9.6% | Added |
| Invested Advisors | 769 | $403.4K | 0.59% | +769 | New |
| Groesbeck Investment Management Corp | 1,170 | $404.0K | 0.79% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 1,173 | $405.0K | 0.08% | −442−27.4% | Reduced |
| Oxford Financial Group Ltd | 1,173 | $405.1K | 0.02% | +250+27.1% | Added |