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 |
|---|---|---|---|---|---|
| Brucke Financial, Inc. | 1,186 | $405.2K | 0.24% | −94−7.3% | Reduced |
| Traphagen Investment Advisors LLC | 1,175 | $405.7K | 0.03% | −231−16.4% | Reduced |
| Instrumental Wealth, LLC | 1,177 | $405.7K | 0.28% | +1,177 | New |
| Armbruster Capital Management, Inc. | 1,175 | $405.7K | 0.07% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 1,178 | $406.9K | 0.09% | −451−27.7% | Reduced |
| Ullmann Financial Group, Inc. | 1,180 | $407.5K | 0.04% | +216+22.4% | Added |
| Hunter Associates Investment Management LLC | 1,182 | $408.0K | 0.06% | −1,650−58.3% | Reduced |
| Macroview Investment Management LLC | 1,183 | $408.6K | 0.31% | +41+3.6% | Added |
| Three Seasons Wealth, LLC | 1,186 | $409.5K | 0.04% | −1,172−49.7% | Reduced |
| Custos Family Office, LLC | 1,191 | $411.1K | 0.23% | +80+7.2% | Added |
| Wellspring Financial Advisors, LLC | 1,195 | $412.6K | 0.04% | +59+5.2% | Added |
| Investors Research Corp | 1,196 | $412.9K | 0.08% | +1+0.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,198 | $413.7K | 0.09% | +411+52.2% | Added |
| Abich Financial Wealth Management LLC | 1,199 | $414.0K | 0.15% | +1,199 | New |
| Two Sigma Advisers, LP | 1,200 | $414.4K | 0.00% | −758,300−99.8% | Reduced |
| First Command Advisory Services, Inc. | 1,200 | $414.4K | 0.00% | +45+3.9% | Added |
| Jeppson Wealth Management, LLC | 1,200 | $414.4K | 0.13% | +109+10.0% | Added |
| JBF Capital, Inc. | 1,200 | $414.4K | 0.06% | +1,200 | New |
| Compass Wealth Management, LLC | 1,200 | $414.4K | 0.18% | +1,200 | New |
| Atwater Malick LLC | 1,201 | $414.7K | 0.12% | +1,201 | New |
| McElhenny Sheffield Capital Management, LLC | 1,203 | $415.4K | 0.10% | −400−25.0% | Reduced |
| Foster Group, Inc. | 1,204 | $415.6K | 0.01% | +354+41.6% | Added |
| Jacobsen Capital Management | 1,205 | $416.1K | 0.14% | +523+76.7% | Added |
| Waldron Private Wealth LLC | 1,206 | $416.4K | 0.02% | +262+27.8% | Added |
| 180 Wealth Advisors, LLC | 1,207 | $416.9K | 0.05% | +304+33.7% | Added |
| Martingale Asset Management L P | 1,219 | $420.9K | 0.01% | −13,129−91.5% | Reduced |
| Aspetuck Financial Management LLC | 1,219 | $420.9K | 0.29% | −35−2.8% | Reduced |
| Quadrant Private Wealth Management, LLC | 1,220 | $421.3K | 0.08% | +152+14.2% | Added |
| Ewa, LLC | 1,224 | $422.7K | 0.12% | +179+17.1% | Added |
| Worth Asset Management, LLC | 1,227 | $423.7K | 0.19% | −2−0.2% | Reduced |
| GenTrust, LLC | 1,228 | $424.0K | 0.02% | −157−11.3% | Reduced |
| Quad-Cities Investment Group, LLC | 1,229 | $424.5K | 0.18% | +1,229 | New |
| Legacy Edge Advisors, LLC | 1,233 | $425.8K | 0.05% | −147−10.7% | Reduced |
| Delta Investment Management, LLC | 1,239 | $427.9K | 0.08% | −25,763−95.4% | Reduced |
| Northwest Bancshares, Inc. | 1,240 | $428.2K | 0.07% | −390−23.9% | Reduced |
| Crawford Investment Counsel Inc | 1,241 | $428.5K | 0.01% | −253−16.9% | Reduced |
| bLong Financial, LLC | 1,246 | $430.3K | 0.30% | +579+86.8% | Added |
| BCK Partners, Inc. | 1,247 | $430.6K | 0.23% | −38−3.0% | Reduced |
| Apollon Financial, LLC | 1,247 | $430.6K | 0.07% | +1,247 | New |
| IMZ Advisory Inc | 1,247 | $430.7K | 0.16% | +131+11.7% | Added |
| DDFG, Inc | 1,247 | $430.7K | 0.10% | −31−2.4% | Reduced |
| Summa Corp. | 1,250 | $431.6K | 0.19% | 00.0% | Unchanged |
| Sonoma Allocations LLC | 1,209 | $431.8K | 0.16% | +1,209 | New |
| Arcataur Capital Management LLC | 1,253 | $432.7K | 0.13% | +9+0.7% | Added |
| Balance Wealth, LLC | 1,255 | $433.2K | 0.11% | +253+25.2% | Added |
| Alan B. Lancz & Associates, Inc. | 1,255 | $433.4K | 0.39% | −50−3.8% | Reduced |
| Crescent Grove Advisors, LLC | 1,262 | $435.8K | 0.04% | 00.0% | Unchanged |
| King Wealth | 1,263 | $436.0K | 0.05% | −2,478−66.2% | Reduced |
| Centerpoint Advisors, LLC | 1,261 | $436.0K | 0.14% | +69+5.8% | Added |
| Net Worth Advisory Group | 1,265 | $436.9K | 0.13% | −270−17.6% | Reduced |
| Penobscot Wealth Management | 1,270 | $438.4K | 0.14% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 1,272 | $439.1K | 0.03% | +2+0.2% | Added |
| GSB Wealth Management, LLC | 1,272 | $439.2K | 0.10% | +1,272 | New |
| Heritage Wealth Management, Inc. | 1,273 | $439.6K | 0.13% | +11+0.9% | Added |
| Washington Capital Management Inc | 1,275 | $440.3K | 0.31% | −80−5.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,277 | $441.1K | 0.05% | −29−2.2% | Reduced |
| Burns J W & Co Inc | 1,281 | $442.3K | 0.05% | −474−27.0% | Reduced |
| Mosaic Family Wealth Partners, LLC | 1,284 | $443.4K | 0.05% | −549−30.0% | Reduced |
| Seamount Financial Group Inc | 1,284 | $443.4K | 0.21% | +466+57.0% | Added |
| Next Level Private LLC | 1,239 | $444.6K | 0.13% | +218+21.4% | Added |
| Commonwealth Financial Services, LLC | 1,289 | $445.2K | 0.08% | +282+28.0% | Added |
| NavPoint Financial, Inc. | 1,294 | $446.8K | 0.23% | +1+0.1% | Added |
| Canal Capital Management, LLC | 1,294 | $446.9K | 0.07% | −113−8.0% | Reduced |
| Wealth Management Associates, Inc. | 1,304 | $450.1K | 0.16% | +573+78.4% | Added |
| Park National Corp | 1,304 | $450.3K | 0.01% | −154−10.6% | Reduced |
| Octavia Wealth Advisors, LLC | 1,309 | $452.0K | 0.04% | +135+11.5% | Added |
| First Western Trust Bank | 1,312 | $453.0K | 0.02% | +11+0.8% | Added |
| Concentric Capital Strategies, LP | 1,314 | $453.7K | 0.02% | −3,922−74.9% | Reduced |
| Promethium Advisors,llc | 1,315 | $454.1K | 0.26% | +1,315 | New |
| First City Capital Management, Inc. | 1,321 | $456.1K | 0.25% | +155+13.3% | Added |
| New England Research & Management, Inc. | 1,325 | $457.5K | 0.21% | −6,795−83.7% | Reduced |
| Park Edge Advisors, LLC | 1,332 | $460.0K | 0.11% | +185+16.1% | Added |
| Falcon Wealth Planning | 1,334 | $460.6K | 0.04% | +115+9.4% | Added |
| Prairiewood Capital, LLC | 1,336 | $461.4K | 0.15% | −6−0.4% | Reduced |
| Lantz Financial LLC | 1,338 | $462.0K | 0.10% | +436+48.3% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 1,340 | $462.6K | 0.16% | +452+50.9% | Added |
| ODonnell Financial Services, LLC | 1,341 | $463.0K | 0.16% | +25+1.9% | Added |
| Clark Financial Services Group Inc | 1,341 | $463.2K | 0.25% | −6−0.4% | Reduced |
| TrueWealth Advisors, LLC | 1,342 | $463.3K | 0.13% | −22−1.6% | Reduced |
| Stiles Financial Services Inc | 1,343 | $463.7K | 0.15% | −751−35.9% | Reduced |
| Optimize Financial Inc | 1,343 | $463.7K | 0.24% | +1,343 | New |
| Brown, Lisle/Cummings, Inc. | 1,344 | $464.1K | 0.12% | −41−3.0% | Reduced |
| Cahaba Wealth Management, Inc. | 1,345 | $464.3K | 0.03% | −27−2.0% | Reduced |
| 44 Wealth Management LLC | 1,345 | $464.4K | 0.16% | −795−37.1% | Reduced |
| Birinyi Associates Inc | 1,350 | $466.0K | 0.12% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,350 | $466.2K | 0.03% | −905−40.1% | Reduced |
| TigerOak Management, L.L.C. | 1,352 | $466.8K | 0.14% | −1,281−48.7% | Reduced |
| LeConte Wealth Management, LLC | 1,352 | $466.9K | 0.31% | +263+24.2% | Added |
| Marino, Stram & Associates LLC | 1,353 | $467.1K | 0.08% | +642+90.3% | Added |
| Mirador Capital Partners LP | 1,357 | $468.4K | 0.07% | +300+28.4% | Added |
| Wealth Quarterback LLC | 1,358 | $468.9K | 0.18% | −26−1.9% | Reduced |
| Rosenberg Matthew Hamilton | 1,359 | $469.3K | 0.10% | +8+0.6% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 1,360 | $469.6K | 0.23% | −32−2.3% | Reduced |
| Enterprise Financial Services Corp | 1,361 | $470.0K | 0.24% | −86−5.9% | Reduced |
| Pointe Capital Management LLC | 1,361 | $470.0K | 0.23% | −92−6.3% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,365 | $471.3K | 0.08% | 00.0% | Unchanged |
| Burr Financial Services, LLC | 1,365 | $471.3K | 0.35% | +425+45.2% | Added |
| Brandywine Oak Private Wealth LLC | 1,366 | $471.7K | 0.04% | −37−2.6% | Reduced |
| Mitchell Sinkler & Starr | 1,367 | $472.0K | 0.21% | −53−3.7% | Reduced |
| Disciplined Investors, L.L.C. | 1,367 | $472.2K | 0.34% | −20−1.4% | Reduced |