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 |
|---|---|---|---|---|---|
| Aviso Financial Inc. | 12,875 | $4.45M | 0.18% | +73+0.6% | Added |
| Smith, Salley & Associates | 12,873 | $4.45M | 0.23% | +6,079+89.5% | Added |
| Naples Global Advisors, LLC | 12,840 | $4.43M | 0.35% | −3,990−23.7% | Reduced |
| Black Swift Group, LLC | 12,800 | $4.42M | 0.78% | +12,800 | New |
| CFC Planning Co LLC | 12,764 | $4.41M | 3.70% | +12,764 | New |
| Meridian Wealth Advisors, LLC | 12,744 | $4.40M | 0.62% | −617−4.6% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 12,713 | $4.39M | 0.09% | −3,901−23.5% | Reduced |
| Johnson Financial Group, Inc. | 12,592 | $4.35M | 0.16% | −4,707−27.2% | Reduced |
| Collar Capital Management, LLC | 12,590 | $4.35M | 3.06% | +12,590 | New |
| St. Louis Financial Planners Asset Management, LLC | 12,542 | $4.33M | 2.79% | +12,542 | New |
| Dempze Nancy E | 12,539 | $4.33M | 2.38% | +3,779+43.1% | Added |
| Central Pacific Bank - Trust Division | 12,525 | $4.32M | 0.52% | +8,703+227.7% | Added |
| Marathon Asset Management LP | 12,500 | $4.32M | 6.93% | +10,000+400.0% | Added |
| International Assets Investment Management, LLC | 13,224 | $4.31M | 0.35% | −210,000−94.1% | Reduced |
| Keystone Investors Pte Ltd | 12,450 | $4.30M | 0.50% | +12,450 | New |
| Money Concepts Capital Corp | 12,380 | $4.27M | 0.26% | +4,600+59.1% | Added |
| Jasper Ridge Partners, L.P. | 12,379 | $4.27M | 0.10% | 00.0% | Unchanged |
| Marshall & Sullivan Inc | 12,229 | $4.22M | 1.96% | +298+2.5% | Added |
| Aurdan Capital Management, LLC | 12,210 | $4.22M | 1.34% | −3,636−22.9% | Reduced |
| Generali Investments, Management Co LLC | 12,146 | $4.19M | 0.87% | +4,020+49.5% | Added |
| Matauro, LLC | 12,123 | $4.19M | 0.67% | +9,419+348.3% | Added |
| Van Hulzen Asset Management, LLC | 12,119 | $4.18M | 0.31% | +6,548+117.5% | Added |
| Fiduciary Alliance LLC | 12,110 | $4.18M | 0.28% | −2,082−14.7% | Reduced |
| Exchange Traded Concepts, LLC | 12,098 | $4.18M | 0.04% | +7,914+189.1% | Added |
| Persistent Asset Partners Ltd | 12,063 | $4.17M | 3.02% | +12,063 | New |
| SageView Advisory Group, LLC | 12,053 | $4.16M | 0.14% | +4,171+52.9% | Added |
| Tradewinds, LLC. | 12,043 | $4.16M | 1.01% | +12,043 | New |
| Diversify Wealth Management, LLC | 12,456 | $4.16M | 0.24% | +884+7.6% | Added |
| Silvercrest Asset Management Group LLC | 12,039 | $4.16M | 0.03% | −2,367−16.4% | Reduced |
| Sivik Global Healthcare LLC | 12,000 | $4.14M | 2.18% | −3,000−20.0% | Reduced |
| Alps Advisors Inc | 11,928 | $4.12M | 0.02% | −13,891−53.8% | Reduced |
| Sowell Financial Services LLC | 11,915 | $4.11M | 0.16% | +6,096+104.8% | Added |
| Leeward Financial Partners, LLC | 11,904 | $4.11M | 1.17% | +408+3.5% | Added |
| F/M Investments LLC | 11,764 | $4.06M | 0.16% | +2,785+31.0% | Added |
| Global Retirement Partners, LLC | 11,733 | $4.05M | 0.09% | −1,759−13.0% | Reduced |
| Mizuho Markets Cayman LP | 11,729 | $4.05M | 0.34% | +7,928+208.6% | Added |
| Brentview Investment Management LLC | 11,682 | $4.03M | 1.84% | +426+3.8% | Added |
| Procyon Private Wealth Partners, LLC | 11,662 | $4.03M | 0.24% | +363+3.2% | Added |
| Wealthspire Advisors, LLC | 11,621 | $4.01M | 0.02% | −1,472−11.2% | Reduced |
| Empire Life Investments Inc. | 11,582 | $4.00M | 0.23% | +3,483+43.0% | Added |
| Westbourne Investments, Inc. | 11,660 | $3.98M | 1.90% | +11,660 | New |
| Bank of Nova Scotia Trust Co | 11,524 | $3.98M | 0.37% | −446−3.7% | Reduced |
| Caliber Wealth Management, LLC | 11,486 | $3.97M | 0.44% | +1,126+10.9% | Added |
| Boothbay Fund Management, LLC | 11,428 | $3.95M | 0.10% | +2,371+26.2% | Added |
| Cary Street Partners Financial LLC | 11,239 | $3.88M | 0.10% | −2,414−17.7% | Reduced |
| Rothschild Investment LLC | 11,169 | $3.86M | 0.22% | +291+2.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 11,166 | $3.86M | 1.85% | +1,369+14.0% | Added |
| Glenview Trust Co | 11,166 | $3.86M | 0.06% | −4,265−27.6% | Reduced |
| Colonial Trust Co | 11,130 | $3.84M | 0.52% | −3,885−25.9% | Reduced |
| WealthShield Partners, LLC | 11,079 | $3.83M | 0.43% | +1,076+10.8% | Added |
| Eastern Bank | 11,078 | $3.83M | 0.07% | −8,878−44.5% | Reduced |
| Titleist Asset Management, LLC | 11,042 | $3.81M | 0.34% | +1,699+18.2% | Added |
| First Interstate Bank | 11,013 | $3.80M | 0.21% | −41−0.4% | Reduced |
| Pinnbrook Capital Management LP | 10,974 | $3.79M | 0.70% | +10,974 | New |
| Williams Jones Wealth Management, LLC. | 10,940 | $3.78M | 0.04% | −527−4.6% | Reduced |
| Whalerock Point Partners, LLC | 10,933 | $3.78M | 0.77% | −2,406−18.0% | Reduced |
| Neville Rodie & Shaw Inc | 10,918 | $3.77M | 0.27% | −3,881−26.2% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 10,894 | $3.76M | 2.09% | −1,138−9.5% | Reduced |
| Neo Ivy Capital Management | 10,856 | $3.75M | 0.91% | +10,856 | New |
| Lountzis Asset Management, LLC | 10,849 | $3.75M | 1.22% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 10,322 | $3.73M | 0.09% | −1,111−9.7% | Reduced |
| CenterBook Partners LP | 10,781 | $3.72M | 0.18% | +6,697+164.0% | Added |
| Moloney Securities Asset Management, LLC | 10,769 | $3.72M | 0.44% | +2,147+24.9% | Added |
| City Holding Co | 10,752 | $3.71M | 0.47% | −5,111−32.2% | Reduced |
| AdvisorNet Financial, Inc | 10,744 | $3.71M | 0.21% | −1,017−8.6% | Reduced |
| Shufro Rose & Co LLC | 7,081 | $3.71M | 0.30% | −65−0.9% | Reduced |
| Peloton Wealth Strategists | 10,735 | $3.71M | 1.46% | −845−7.3% | Reduced |
| Perpetual Ltd | 10,722 | $3.70M | 0.05% | −1,002−8.5% | Reduced |
| Central Bank & Trust Co | 10,706 | $3.70M | 0.58% | −2,393−18.3% | Reduced |
| Brown Shipley& Co Ltd | 10,702 | $3.70M | 1.95% | −459−4.1% | Reduced |
| LexAurum Advisors, LLC | 10,668 | $3.68M | 0.52% | +1,242+13.2% | Added |
| ZEGA Investments, LLC | 10,647 | $3.68M | 0.84% | −7−0.1% | Reduced |
| Elgethun Capital Management | 10,549 | $3.67M | 0.67% | −143−1.3% | Reduced |
| Farmers National Bank | 10,611 | $3.66M | 0.87% | −61−0.6% | Reduced |
| Venture Visionary Partners LLC | 10,610 | $3.66M | 0.13% | −7,686−42.0% | Reduced |
| Trust Asset Management LLC | 10,600 | $3.66M | 0.25% | 00.0% | Unchanged |
| Verition Fund Management LLC | 10,596 | $3.66M | 0.02% | −859−7.5% | Reduced |
| Koshinski Asset Management, Inc. | 10,540 | $3.64M | 0.24% | −285−2.6% | Reduced |
| Beech Hill Advisors, Inc. | 10,470 | $3.62M | 1.69% | +3,243+44.9% | Added |
| IHT Wealth Management, LLC | 10,462 | $3.61M | 0.09% | −930−8.2% | Reduced |
| Jaffetilchin Investment Partners, LLC | 10,392 | $3.59M | 0.21% | +1,050+11.2% | Added |
| William B. Walkup & Associates, Inc. | 10,385 | $3.59M | 1.92% | +50.0% | Added |
| LRT Capital Management, LLC | 10,342 | $3.57M | 2.37% | −631−5.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,338 | $3.57M | 0.11% | +218+2.2% | Added |
| Accredited Investors Inc. | 10,326 | $3.57M | 0.20% | +865+9.1% | Added |
| SevenBridge Financial Group, LLC | 10,495 | $3.56M | 0.59% | +666+6.8% | Added |
| Harbour Capital Advisors, LLC | 9,781 | $3.56M | 0.73% | −1,984−16.9% | Reduced |
| Retirement Guys Formula LLC | 10,292 | $3.55M | 1.25% | +781+8.2% | Added |
| Highland Capital Management, LLC | 10,275 | $3.55M | 0.18% | −2,960−22.4% | Reduced |
| Montag A & Associates Inc | 10,256 | $3.54M | 0.16% | −632−5.8% | Reduced |
| KKM Financial LLC | 10,251 | $3.54M | 1.11% | +3,291+47.3% | Added |
| Voleon Capital Management LP | 10,233 | $3.53M | 0.09% | −4,151−28.9% | Reduced |
| Manhattan West Asset Management, LLC | 10,217 | $3.53M | 0.75% | +123+1.2% | Added |
| Brown Miller Wealth Management, LLC | 10,153 | $3.51M | 0.99% | +2,925+40.5% | Added |
| Plancorp, LLC | 10,150 | $3.50M | 0.11% | −1,745−14.7% | Reduced |
| Round Rock Advisors, LLC | 10,113 | $3.49M | 0.55% | +10+0.1% | Added |
| Morton Community Bank | 10,169 | $3.47M | 0.80% | +1,082+11.9% | Added |
| Harrell Investment Partners, LLC | 10,052 | $3.47M | 0.82% | −718−6.7% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 10,001 | $3.45M | 1.45% | +752+8.1% | Added |
| one8zero8, LLC | 9,992 | $3.45M | 0.75% | +65+0.7% | Added |