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 |
|---|---|---|---|---|---|
| First Foundation Advisors | 9,976 | $3.44M | 0.13% | −1,564−13.6% | Reduced |
| Aaron Wealth Advisors | 9,908 | $3.42M | 0.21% | +6,794+218.2% | Added |
| Weik Capital Management | 9,868 | $3.41M | 1.27% | +44+0.4% | Added |
| Calamos Wealth Management LLC | 9,847 | $3.40M | 0.12% | +723+7.9% | Added |
| Constitution Capital LLC | 9,827 | $3.39M | 1.59% | +3,125+46.6% | Added |
| Dana Investment Advisors, Inc. | 9,821 | $3.39M | 0.10% | −29,372−74.9% | Reduced |
| Moody National Bank Trust Division | 9,816 | $3.39M | 0.29% | +1,006+11.4% | Added |
| Sagespring Wealth Partners, LLC | 9,804 | $3.39M | 0.07% | −141−1.4% | Reduced |
| Glassy Mountain Advisors, Inc. | 9,788 | $3.38M | 1.02% | +3,928+67.0% | Added |
| Chicago Trust Co NA | 9,738 | $3.36M | 0.47% | −931−8.7% | Reduced |
| Invst, LLC | 9,736 | $3.36M | 0.38% | +61+0.6% | Added |
| Salem Investment Counselors Inc | 9,728 | $3.36M | 0.10% | −6,505−40.1% | Reduced |
| G&S Capital LLC | 9,709 | $3.35M | 1.24% | +9,709 | New |
| Eclectic Associates Inc | 9,697 | $3.35M | 0.61% | −10.0% | Reduced |
| Beverly Hills Private Wealth, LLC | 9,693 | $3.35M | 0.59% | −448−4.4% | Reduced |
| Penserra Capital Management LLC | 9,693 | $3.35M | 0.04% | +107+1.1% | Added |
| Jackson Hole Capital Partners, LLC | 9,686 | $3.34M | 0.57% | −792−7.6% | Reduced |
| Ami Investment Management Inc | 9,658 | $3.33M | 0.77% | +1,188+14.0% | Added |
| Fidelis Capital Partners, LLC | 9,646 | $3.33M | 0.26% | +1,006+11.6% | Added |
| Chilton Investment Co LLC | 9,603 | $3.32M | 0.07% | −28,679−74.9% | Reduced |
| Chicago Partners Investment Group LLC | 9,004 | $3.31M | 0.09% | +4,398+95.5% | Added |
| Jump Financial, LLC | 9,581 | $3.31M | 0.04% | +7,879+462.9% | Added |
| PACK Private Wealth, LLC | 9,569 | $3.30M | 1.56% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 9,559 | $3.30M | 0.26% | +2,090+28.0% | Added |
| NJ State Employees Deferred Compensation Plan | 9,500 | $3.28M | 0.36% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 9,492 | $3.28M | 0.08% | −4,395−31.6% | Reduced |
| TKG Advisors, LLC | 9,488 | $3.28M | 1.40% | +9,488 | New |
| Simplicity Wealth,LLC | 9,447 | $3.26M | 0.19% | −9,630−50.5% | Reduced |
| BigSur Wealth Management LLC | 9,444 | $3.26M | 0.80% | −2,186−18.8% | Reduced |
| Chickasaw Capital Management LLC | 9,428 | $3.25M | 0.13% | +295+3.2% | Added |
| Paradigm Financial Partners, LLC | 9,423 | $3.25M | 0.33% | −2,770−22.7% | Reduced |
| Estabrook Capital Management | 9,410 | $3.25M | 0.47% | −71−0.7% | Reduced |
| Immersion Capital LLP | 9,400 | $3.25M | 3.34% | +9,400 | New |
| Northern Oak Wealth Management Inc | 9,361 | $3.23M | 0.40% | −485−4.9% | Reduced |
| Woodmont Investment Counsel LLC | 9,356 | $3.23M | 0.21% | −11,012−54.1% | Reduced |
| Mission Creek Capital Partners, Inc. | 9,348 | $3.23M | 0.64% | +8,691+1,322.8% | Added |
| Veritas Investment Partners (UK) Ltd. | 9,330 | $3.22M | 0.06% | −635,306−98.6% | Reduced |
| Summit Wealth Group LLC | 6,383 | $3.22M | 0.44% | +5,103+398.7% | Added |
| Integrity Alliance, LLC. | 9,265 | $3.20M | 0.15% | +2,317+33.3% | Added |
| Granite Investment Partners, LLC | 9,258 | $3.20M | 0.18% | −3,397−26.8% | Reduced |
| Twin Capital Management Inc | 9,247 | $3.19M | 0.40% | −2,136−18.8% | Reduced |
| Thematics Asset Management | 9,243 | $3.19M | 0.14% | −1,937−17.3% | Reduced |
| KCM Investment Advisors LLC | 9,231 | $3.19M | 0.10% | −272−2.9% | Reduced |
| Pinnacle Holdings, LLC | 9,231 | $3.19M | 1.11% | −48−0.5% | Reduced |
| Capital Analysts, LLC | 9,141 | $3.16M | 0.09% | −993−9.8% | Reduced |
| Notis-McConarty Edward | 9,113 | $3.15M | 1.46% | +276+3.1% | Added |
| Choate Investment Advisors | 9,113 | $3.15M | 0.07% | −3,194−26.0% | Reduced |
| Rehmann Capital Advisory Group | 9,066 | $3.14M | 0.17% | +424+4.9% | Added |
| Paradigm Asset Management Co LLC | 9,080 | $3.14M | 0.72% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 9,047 | $3.12M | 0.12% | −2,118−19.0% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 9,019 | $3.11M | 1.79% | +2,714+43.0% | Added |
| Poehling Capital Management, LLC | 9,013 | $3.11M | 0.65% | +9,013 | New |
| Capitolis Liquid Global Markets LLC | 9,000 | $3.11M | 0.02% | −118,400−92.9% | Reduced |
| Capital Advisors Inc | 8,981 | $3.10M | 0.05% | +292+3.4% | Added |
| Cullinan Associates Inc | 8,977 | $3.10M | 0.20% | −1,421−13.7% | Reduced |
| Visionary Wealth Advisors | 8,976 | $3.10M | 0.14% | +866+10.7% | Added |
| Mirabella Financial Services LLP | 8,992 | $3.10M | 0.27% | +2,420+36.8% | Added |
| Wealthcare Advisory Partners LLC | 8,963 | $3.09M | 0.06% | +428+5.0% | Added |
| Confluence Wealth Services, Inc. | 8,931 | $3.08M | 0.15% | +1,830+25.8% | Added |
| Commonwealth Retirement Investments LLC | 8,884 | $3.07M | 1.04% | −1,388−13.5% | Reduced |
| Field & Main Bank | 8,878 | $3.07M | 0.91% | −1,999−18.4% | Reduced |
| Kapitalo Investimentos Ltda | 8,873 | $3.06M | 0.57% | +8,873 | New |
| Kingswood Wealth Advisors, LLC | 8,862 | $3.06M | 0.19% | +1,941+28.0% | Added |
| Cigna Investments Inc | 8,860 | $3.06M | 0.43% | −95−1.1% | Reduced |
| Resources Management Corp | 8,828 | $3.05M | 0.39% | −4,864−35.5% | Reduced |
| Atomi Financial Group, Inc. | 8,817 | $3.04M | 0.10% | +1,706+24.0% | Added |
| Griffith & Werner, Inc. | 9,450 | $3.04M | 1.57% | +9,450 | New |
| Cypress Asset Management Inc | 8,783 | $3.03M | 0.69% | −1,271−12.6% | Reduced |
| Blackstone Group Inc. | 8,756 | $3.02M | 0.01% | −24,999−74.1% | Reduced |
| Elefante Mark B | 8,750 | $3.02M | 1.93% | +2,309+35.8% | Added |
| Cassaday & Co Wealth Management LLC | 8,745 | $3.02M | 0.07% | −24−0.3% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 8,735 | $3.02M | 0.09% | −375−4.1% | Reduced |
| Essex Financial Services, Inc. | 8,723 | $3.01M | 0.18% | −792−8.3% | Reduced |
| Insigneo Advisory Services, LLC | 8,697 | $3.00M | 0.21% | +660+8.2% | Added |
| LaSalle St. Investment Advisors, LLC | 8,689 | $3.00M | 0.54% | +1,995+29.8% | Added |
| Prosperity Consulting Group, LLC | 8,642 | $2.98M | 0.15% | −1,967−18.5% | Reduced |
| Trust Co of Vermont | 8,637 | $2.98M | 0.13% | −4,108−32.2% | Reduced |
| HealthInvest Partners AB | 13,727 | $2.98M | 1.10% | 00.0% | Unchanged |
| Pacific Capital Partners Ltd | 8,625 | $2.98M | 3.32% | +3,875+81.6% | Added |
| Fortis Group Advisors, LLC | 8,719 | $2.98M | 0.51% | +157+1.8% | Added |
| Joel Isaacson & Co., LLC | 8,574 | $2.96M | 0.11% | +2,770+47.7% | Added |
| Fulton Bank, N.A. | 8,568 | $2.96M | 0.10% | +220+2.6% | Added |
| Ted Buchan & Co | 8,552 | $2.95M | 1.16% | +1,198+16.3% | Added |
| Western Wealth Management, LLC | 8,542 | $2.95M | 0.16% | −313−3.5% | Reduced |
| Sumitomo Life Insurance Co | 8,530 | $2.95M | 0.09% | −275−3.1% | Reduced |
| Miracle Mile Advisors, LLC | 8,506 | $2.94M | 0.04% | −3,278−27.8% | Reduced |
| Fragasso Group Inc. | 8,148 | $2.93M | 0.18% | −137−1.7% | Reduced |
| Maia Wealth LLC | 9,103 | $2.93M | 0.49% | +1,989+28.0% | Added |
| Perigon Wealth Management, LLC | 8,469 | $2.92M | 0.06% | −2,977−26.0% | Reduced |
| Fulcrum Asset Management LLP | 8,441 | $2.91M | 0.81% | −4,638−35.5% | Reduced |
| Berkshire Asset Management LLC | 8,427 | $2.91M | 0.12% | −68−0.8% | Reduced |
| Independent Financial Group, LLC | 8,415 | $2.91M | 0.07% | −1,802−17.6% | Reduced |
| Bristlecone Advisors, LLC | 8,388 | $2.90M | 0.24% | −604−6.7% | Reduced |
| Syon Capital LLC | 8,369 | $2.89M | 0.16% | −986−10.5% | Reduced |
| Kensington Investment Counsel, LLC | 8,365 | $2.89M | 1.18% | +8,365 | New |
| Signet Investment Advisory Group, Inc. | 8,353 | $2.88M | 1.39% | +905+12.2% | Added |
| V2 Financial group LLC | 8,342 | $2.88M | 1.60% | −303−3.5% | Reduced |
| DeDora Capital, Inc. | 8,340 | $2.88M | 0.70% | −300−3.5% | Reduced |
| Compton Wealth Advisory Group, LLC | 8,340 | $2.88M | 0.67% | −65−0.8% | Reduced |
| Family Legacy, Inc. | 8,327 | $2.88M | 0.88% | +250+3.1% | Added |