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
- 3,168
- +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
- 1,322 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 | 3,054 | $202.4B |
| Q4 2025 | 3,311 | $248.2B |
| Q3 2025 | 3,168 | $253.5B |
| Q2 2025 | 3,185 | $241.1B |
| Q1 2025 | 3,613 | $424.3B |
| Q4 2024 | 3,684 | $409.5B |
| Q3 2024 | 3,476 | $474.6B |
| Q2 2024 | 3,406 | $411.9B |
| Q1 2024 | 3,384 | $398.9B |
| Q4 2023 | 3,421 | $428.0B |
| Q3 2023 | 3,144 | $407.5B |
| Q2 2023 | 3,136 | $388.4B |
| Q1 2023 | 3,114 | $383.6B |
| Q4 2022 | 3,159 | $434.2B |
| Q3 2022 | 2,998 | $413.5B |
| Q2 2022 | 2,964 | $422.0B |
| Q1 2022 | 2,965 | $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 |
|---|---|---|---|---|---|
| Alerus Financial NA | 15,812 | $5.46M | 0.28% | −4,051−20.4% | Reduced |
| Profund Advisors LLC | 15,748 | $5.44M | 0.18% | +107+0.7% | Added |
| Liberty Capital Management, Inc. | 15,740 | $5.44M | 1.02% | +960+6.5% | Added |
| Brasada Capital Management, LP | 15,336 | $5.42M | 0.92% | +15,336 | New |
| Ballast, Inc. | 15,693 | $5.42M | 1.32% | +79+0.5% | Added |
| FNY Investment Advisers, LLC | 15,672 | $5.41M | 1.75% | +10,583+208.0% | Added |
| Hancock Whitney Corp | 15,644 | $5.40M | 0.10% | −1,211−7.2% | Reduced |
| Icon Wealth Advisors, LLC | 15,601 | $5.39M | 0.37% | −1,025−6.2% | Reduced |
| Chronos Wealth Management, LLC | 15,600 | $5.39M | 2.64% | −87−0.6% | Reduced |
| Meeder Advisory Services, Inc. | 15,590 | $5.38M | 0.25% | +1,596+11.4% | Added |
| Logan Capital Management Inc | 15,575 | $5.38M | 0.23% | −171−1.1% | Reduced |
| Groupe la Francaise | 15,667 | $5.36M | 0.07% | +15,071+2,528.7% | Added |
| GAMMA Investing LLC | 15,420 | $5.32M | 0.29% | +3,451+28.8% | Added |
| Game Creek Capital, LP | 15,375 | $5.31M | 2.28% | +7,925+106.4% | Added |
| J. Safra Sarasin Holding AG | 15,356 | $5.30M | 0.09% | +1,798+13.3% | Added |
| AIMZ Investment Advisors, LLC | 15,316 | $5.29M | 1.66% | +7,247+89.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 15,273 | $5.27M | 0.01% | −2,340−13.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 186,569 | $5.27M | 0.24% | +144,128+339.6% | Added |
| Busey Wealth Management | 15,171 | $5.24M | 0.15% | −140−0.9% | Reduced |
| Change Path, LLC | 15,152 | $5.23M | 0.13% | +2,411+18.9% | Added |
| Burt Wealth Advisors | 15,141 | $5.23M | 1.28% | −355−2.3% | Reduced |
| Tobam | 15,105 | $5.22M | 1.89% | −1,801−10.7% | Reduced |
| Lester Murray Antman dba SimplyRich | 15,108 | $5.22M | 1.41% | −60.0% | Reduced |
| Segment Wealth Management, LLC | 15,102 | $5.21M | 0.31% | −18,316−54.8% | Reduced |
| Greenwood Capital Associates LLC | 15,061 | $5.20M | 0.60% | +6,942+85.5% | Added |
| Gladstone Institutional Advisory LLC | 15,000 | $5.18M | 0.20% | −529−3.4% | Reduced |
| Union Square Park Capital Management, LLC | 15,000 | $5.18M | 3.57% | +15,000 | New |
| Resolute Capital Asset Partners LLC | 15,000 | $5.18M | 2.71% | +15,000 | New |
| Earnest Partners LLC | 14,970 | $5.17M | 0.02% | −483−3.1% | Reduced |
| Mader & Shannon Wealth Management, Inc. | 14,951 | $5.16M | 2.53% | +245+1.7% | Added |
| Clare Market Investments LLC | 14,947 | $5.16M | 1.03% | −2,634−15.0% | Reduced |
| Boston Private Wealth LLC | 14,899 | $5.14M | 0.28% | −2,826−15.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 14,892 | $5.14M | 0.19% | +555+3.9% | Added |
| Turtle Creek Wealth Advisors, LLC | 14,874 | $5.14M | 0.46% | −8,324−35.9% | Reduced |
| Legacy Private Trust Co. | 14,825 | $5.12M | 0.31% | +4,033+37.4% | Added |
| Lynch Asset Management, Inc. | 14,800 | $5.11M | 1.64% | +300+2.1% | Added |
| Harbour Investments, Inc. | 14,780 | $5.10M | 0.12% | −923−5.9% | Reduced |
| Kingstone Capital Partners Texas, LLC | 14,763 | $5.10M | 2.96% | +14,763 | New |
| Shell Asset Management Co | 14,761 | $5.10M | 0.51% | −52,151−77.9% | Reduced |
| Harbour Trust & Investment Management Co | 14,709 | $5.08M | 0.53% | −800−5.2% | Reduced |
| AMG National Trust Bank | 14,618 | $5.05M | 0.12% | −309−2.1% | Reduced |
| GHP Investment Advisors, Inc. | 14,572 | $5.03M | 0.21% | −674−4.4% | Reduced |
| Sava Infond d.o.o. | 14,570 | $5.03M | 0.71% | +8,970+160.2% | Added |
| Aviance Capital Partners, LLC | 14,567 | $5.03M | 0.60% | +13,444+1,197.2% | Added |
| Element Capital Management LLC | 14,532 | $5.02M | 7.11% | +14,532 | New |
| Sandhill Capital Partners LLC | 14,527 | $5.02M | 0.35% | −15−0.1% | Reduced |
| Berger Financial Group, Inc | 14,523 | $5.01M | 0.30% | – | – |
| Wright Investors Service Inc | 14,508 | $5.01M | 1.45% | +1,788+14.1% | Added |
| Saranac Partners Ltd | 14,474 | $5.00M | 0.91% | +1,617+12.6% | Added |
| Victrix Investment Advisors | 14,464 | $4.99M | 2.74% | +6,916+91.6% | Added |
| Skylands Capital, LLC | 14,430 | $4.98M | 0.69% | +6,715+87.0% | Added |
| Americana Partners, LLC | 14,391 | $4.97M | 0.15% | +10,702+290.1% | Added |
| Smithbridge Asset Management Inc | 14,373 | $4.96M | 0.72% | −7,089−33.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 14,365 | $4.96M | 0.18% | −1,201−7.7% | Reduced |
| National Asset Management, Inc. | 14,338 | $4.95M | 0.24% | −536−3.6% | Reduced |
| Lincluden Management Ltd | 14,322 | $4.95M | 0.55% | −86−0.6% | Reduced |
| Guardian Partners Inc. | 14,152 | $4.93M | 0.42% | +511+3.7% | Added |
| Ostrum Asset Management | 14,198 | $4.90M | 0.22% | −1,966−12.2% | Reduced |
| Sky Investment Group LLC | 14,187 | $4.90M | 0.82% | −137−1.0% | Reduced |
| S-Bank Fund Management Ltd | 14,077 | $4.86M | 0.65% | +3,933+38.8% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 13,983 | $4.83M | 1.02% | +684+5.1% | Added |
| NBT Bank N A | 14,171 | $4.82M | 0.31% | −489−3.3% | Reduced |
| Kidder Stephen W | 13,941 | $4.81M | 1.38% | −1,028−6.9% | Reduced |
| Ocean Capital Management, LLC | 13,938 | $4.81M | 0.97% | −3,677−20.9% | Reduced |
| PFG Advisors | 13,916 | $4.81M | 0.20% | +342+2.5% | Added |
| Bayesian Capital Management, LP | 13,900 | $4.80M | 0.98% | +13,900 | New |
| Fred Alger Management, LLC | 13,890 | $4.80M | 0.02% | −15,744−53.1% | Reduced |
| Acropolis Investment Management, LLC | 15,371 | $4.80M | 0.24% | +5,077+49.3% | Added |
| Hamilton Capital Partners Inc. | 13,832 | $4.78M | 0.20% | −43,044−75.7% | Reduced |
| Dynamic Advisor Solutions LLC | 13,829 | $4.78M | 0.14% | −342−2.4% | Reduced |
| Vestor Capital, LLC | 13,660 | $4.72M | 0.30% | +13,098+2,330.6% | Added |
| Allen Operations LLC | 13,633 | $4.71M | 0.56% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 13,572 | $4.70M | 0.57% | −3,414−20.1% | Reduced |
| PFG Investments, LLC | 13,575 | $4.69M | 0.24% | +1,782+15.1% | Added |
| Palouse Capital Management, Inc. | 13,560 | $4.68M | 2.98% | −119−0.9% | Reduced |
| Sectoral Asset Management Inc | 13,545 | $4.68M | 2.89% | −3,200−19.1% | Reduced |
| Clear Harbor Asset Management, LLC | 13,542 | $4.68M | 0.33% | −243−1.8% | Reduced |
| Community Bank & Trust, Waco, Texas | 13,536 | $4.67M | 0.96% | −374−2.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 13,508 | $4.66M | 0.09% | −595−4.2% | Reduced |
| Leavell Investment Management, Inc. | 13,455 | $4.65M | 0.20% | −726−5.1% | Reduced |
| West Branch Capital LLC | 13,440 | $4.64M | 1.22% | +306+2.3% | Added |
| King Luther Capital Management Corp | 13,303 | $4.59M | 0.02% | −18,381−58.0% | Reduced |
| Sigma Investment Counselors Inc | 13,282 | $4.59M | 0.24% | −848−6.0% | Reduced |
| Perkins Coie Trust Co | 13,272 | $4.58M | 0.86% | +1,040+8.5% | Added |
| Frank, Rimerman Advisors LLC | 13,250 | $4.58M | 0.29% | +4,271+47.6% | Added |
| Modera Wealth Management, LLC | 13,231 | $4.57M | 0.05% | −986−6.9% | Reduced |
| Rench Wealth Management, Inc. | 13,220 | $4.56M | 1.34% | +531+4.2% | Added |
| Mattson Financial Services, LLC | 13,176 | $4.55M | 1.09% | +1,306+11.0% | Added |
| Parr McKnight Wealth Management Group, LLC | 13,167 | $4.55M | 0.60% | −12,605−48.9% | Reduced |
| Flagship Harbor Advisors, LLC | 13,140 | $4.54M | 0.20% | +1,027+8.5% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 13,098 | $4.52M | 0.34% | +238+1.9% | Added |
| HBW Advisory Services LLC | 13,049 | $4.51M | 0.51% | +934+7.7% | Added |
| StoneX Group Inc. | 13,033 | $4.50M | 0.20% | +3,272+33.5% | Added |
| Kerrisdale Advisers, LLC | 13,020 | $4.50M | 2.33% | −26,465−67.0% | Reduced |
| NWF Advisory Services Inc. | 13,011 | $4.49M | 0.49% | +10,543+427.2% | Added |
| Tritonpoint Wealth, LLC | 13,006 | $4.49M | 0.39% | −469−3.5% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 13,000 | $4.49M | 1.11% | 00.0% | Unchanged |
| IFP Advisors, Inc | 12,955 | $4.47M | 0.12% | −7,728−37.4% | Reduced |
| Eagle Rock Investment Company, LLC | 12,905 | $4.46M | 0.67% | −4,907−27.5% | Reduced |
| Legacy Wealth Management, LLC | 12,880 | $4.45M | 1.34% | −2,059−13.8% | Reduced |