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 |
|---|---|---|---|---|---|
| Global Assets Advisory, LLC | 8,322 | $2.87M | 0.85% | +2,997+56.3% | Added |
| Pitcairn Co | 8,298 | $2.87M | 0.23% | −5,683−40.6% | Reduced |
| Sage Mountain Advisors LLC | 8,281 | $2.86M | 0.16% | +2,016+32.2% | Added |
| Gs Investments, Inc. | 8,271 | $2.86M | 1.41% | −2,857−25.7% | Reduced |
| Holderness Investments Co | 8,266 | $2.85M | 0.58% | −2,173−20.8% | Reduced |
| Plimoth Trust Co LLC | 8,263 | $2.85M | 0.65% | −172−2.0% | Reduced |
| Applied Finance Capital Management, LLC | 8,200 | $2.83M | 0.20% | +8,200 | New |
| Hillman Capital Management, Inc. | 8,181 | $2.82M | 1.64% | +8,181 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,172 | $2.82M | 0.06% | −3,686−31.1% | Reduced |
| TB Alternative Assets Ltd. | 8,163 | $2.82M | 0.42% | −8,696−51.6% | Reduced |
| Pensionfund Sabic | 8,150 | $2.81M | 0.77% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 8,148 | $2.81M | 0.24% | −36−0.4% | Reduced |
| Capital Insight Partners, LLC | 8,138 | $2.81M | 0.47% | −764−8.6% | Reduced |
| U S Wealth Group, LLC. | 8,114 | $2.80M | 1.83% | +3,716+84.5% | Added |
| Pathway Financial Advisers, LLC | 8,204 | $2.80M | 0.82% | +983+13.6% | Added |
| Asset Dedication, LLC | 8,071 | $2.79M | 0.19% | −1,068−11.7% | Reduced |
| Richard Bernstein Advisors LLC | 8,060 | $2.78M | 0.08% | −12,100−60.0% | Reduced |
| Kempner Capital Management Inc. | 8,030 | $2.77M | 2.31% | −6,895−46.2% | Reduced |
| Burns Matteson Capital Management, LLC | 8,017 | $2.77M | 1.16% | +8,017 | New |
| Schnieders Capital Management, LLC. | 7,998 | $2.76M | 0.49% | +7,998 | New |
| Parsonex Advisory Services, Inc. | 7,956 | $2.75M | 1.87% | +6,112+331.5% | Added |
| Interchange Capital Partners, LLC | 7,935 | $2.75M | 0.54% | +1,324+20.0% | Added |
| Independence Bank of Kentucky | 7,940 | $2.74M | 0.35% | +274+3.6% | Added |
| Cidel Asset Management Inc | 7,914 | $2.73M | 0.16% | +1,403+21.5% | Added |
| RMB Capital Management, LLC | 7,910 | $2.73M | 0.05% | −155−1.9% | Reduced |
| Pallas Capital Advisors LLC | 7,908 | $2.73M | 0.10% | +1,424+22.0% | Added |
| Caldwell Trust Co | 7,907 | $2.73M | 0.26% | −6,582−45.4% | Reduced |
| Geneos Wealth Management Inc. | 7,901 | $2.73M | 0.07% | −2,924−27.0% | Reduced |
| Krilogy Financial LLC | 8,323 | $2.73M | 0.10% | +8,323 | New |
| Fischer Financial Services, Inc. | 7,897 | $2.73M | 0.73% | −237−2.9% | Reduced |
| Shoker Investment Counsel, Inc. | 7,893 | $2.73M | 0.80% | +7,893 | New |
| Nicollet Investment Management, Inc. | 7,847 | $2.71M | 0.88% | −292−3.6% | Reduced |
| Qtron Investments LLC | 7,844 | $2.71M | 0.34% | −1,536−16.4% | Reduced |
| English Capital Management LLC | 7,841 | $2.71M | 1.77% | 00.0% | Unchanged |
| R.H. Investment Group, LLC | 7,804 | $2.69M | 2.34% | +655+9.2% | Added |
| Newbridge Financial Services Group, Inc. | 7,762 | $2.68M | 0.40% | +1,363+21.3% | Added |
| Cascades Capital Asset Management, LLC | 7,746 | $2.67M | 1.18% | −18−0.2% | Reduced |
| Intrust Bank NA | 7,729 | $2.67M | 0.22% | +81+1.1% | Added |
| Castleview Partners, LLC | 7,694 | $2.66M | 1.44% | +5,855+318.4% | Added |
| Carret Asset Management, LLC | 7,658 | $2.64M | 0.26% | −225−2.9% | Reduced |
| First Dallas Securities Inc. | 7,641 | $2.64M | 0.99% | +7,641 | New |
| Studio Investment Management LLC | 7,628 | $2.63M | 0.50% | +201+2.7% | Added |
| Portfolio Design Labs, LLC | 7,617 | $2.63M | 0.45% | +4,076+115.1% | Added |
| Flavin Financial Services, Inc. | 7,610 | $2.63M | 1.87% | +2,629+52.8% | Added |
| Becker Capital Management Inc | 7,584 | $2.62M | 0.08% | −384−4.8% | Reduced |
| Bond & Devick Financial Network, Inc. | 7,572 | $2.61M | 0.79% | −317−4.0% | Reduced |
| Centaurus Financial, Inc. | 7,568 | $2.61M | 0.12% | −8,390−52.6% | Reduced |
| TD Private Client Wealth LLC | 7,538 | $2.60M | 0.06% | +352+4.9% | Added |
| Ulland Investment Advisors, LLC | 7,531 | $2.60M | 1.96% | +90+1.2% | Added |
| Delaney Dennis R | 7,532 | $2.60M | 1.30% | −1,364−15.3% | Reduced |
| Smartleaf Asset Management LLC | 7,533 | $2.60M | 0.16% | +1,900+33.7% | Added |
| Howard Capital Management Inc. | 7,524 | $2.60M | 0.03% | +240+3.3% | Added |
| Shayne & Co., LLC | 7,515 | $2.59M | 0.80% | −35−0.5% | Reduced |
| Barbara Oil Co. | 7,500 | $2.59M | 0.96% | −4,000−34.8% | Reduced |
| MPS Loria Financial Planners, LLC | 7,499 | $2.59M | 0.69% | +207+2.8% | Added |
| Floyd Financial Group LLC | 7,192 | $2.58M | 1.91% | +3,659+103.6% | Added |
| Pinnacle West Asset Management, Inc. | 7,468 | $2.58M | 1.67% | +258+3.6% | Added |
| WT Wealth Management | 7,448 | $2.57M | 0.74% | −358−4.6% | Reduced |
| Valley National Advisers Inc | 7,451 | $2.57M | 0.40% | +6,375+592.5% | Added |
| Petros Family Wealth, LLC | 7,444 | $2.57M | 2.15% | −1,029−12.1% | Reduced |
| Empire Financial Management Company, LLC | 7,425 | $2.56M | 0.59% | +2,902+64.2% | Added |
| Monetary Management Group Inc | 7,408 | $2.56M | 0.59% | −1,500−16.8% | Reduced |
| GWN Securities Inc. | 7,294 | $2.56M | 0.59% | −5,860−44.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 7,396 | $2.55M | 0.19% | −638−7.9% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 7,379 | $2.55M | 0.60% | +1,420+23.8% | Added |
| Ronald Blue Trust, Inc. | 7,361 | $2.54M | 0.03% | −575−7.2% | Reduced |
| Narwhal Capital Management | 7,343 | $2.54M | 0.19% | −6,770−48.0% | Reduced |
| Viawealth, LLC | 7,337 | $2.53M | 1.38% | −80−1.1% | Reduced |
| Te Ahumairangi Investment Management Ltd | 7,302 | $2.52M | 0.43% | −203−2.7% | Reduced |
| Simon Quick Advisors, LLC | 7,280 | $2.51M | 0.11% | +90+1.3% | Added |
| CWC Advisors, LLC. | 7,277 | $2.51M | 1.23% | +2,907+66.5% | Added |
| JB Capital LLC | 7,276 | $2.51M | 0.11% | +5+0.1% | Added |
| IMS Capital Management | 7,273 | $2.51M | 1.16% | +511+7.6% | Added |
| Oakworth Capital, Inc. | 7,260 | $2.51M | 0.14% | +11+0.2% | Added |
| CX Institutional | 7,209 | $2.49M | 0.08% | −13,196−64.7% | Reduced |
| Clark Capital Management Group, Inc. | 7,203 | $2.49M | 0.02% | −136,269−95.0% | Reduced |
| Optimum Investment Advisors | 7,185 | $2.48M | 0.98% | −73−1.0% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 6,737 | $2.48M | 0.40% | −20.0% | Reduced |
| Fairbanks Capital Management, Inc. | 7,167 | $2.47M | 1.34% | +1,709+31.3% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 7,163 | $2.47M | 0.77% | +327+4.8% | Added |
| Signal Advisors Wealth, LLC | 7,161 | $2.47M | 0.22% | +3,107+76.6% | Added |
| Stevens Capital Management LP | 7,158 | $2.47M | 0.33% | +1,272+21.6% | Added |
| Ahl Investment Management, Inc. | 7,150 | $2.47M | 1.69% | −162−2.2% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 7,134 | $2.46M | 0.56% | +7,134 | New |
| Fosun International Ltd | 7,131 | $2.46M | 0.92% | −406−5.4% | Reduced |
| Raab & Moskowitz Asset Management LLC | 7,057 | $2.44M | 0.54% | −175−2.4% | Reduced |
| Jacobi Capital Management LLC | 7,046 | $2.43M | 0.15% | +997+16.5% | Added |
| Forum Financial Management, LP | 7,027 | $2.43M | 0.03% | −309−4.2% | Reduced |
| Chung Wu Investment Group, LLC | 6,995 | $2.42M | 2.01% | +5,155+280.2% | Added |
| Delta Capital Management LLC | 6,965 | $2.40M | 1.24% | −40−0.6% | Reduced |
| Greenfield Savings Bank | 6,959 | $2.40M | 1.01% | +686+10.9% | Added |
| Pacific Point Advisors, LLC | 6,941 | $2.40M | 1.40% | +1,796+34.9% | Added |
| Bluesphere Advisors, LLC | 6,925 | $2.39M | 1.10% | +5,370+345.3% | Added |
| Sepio Capital, LP | 6,920 | $2.39M | 0.14% | +1,186+20.7% | Added |
| Nwam LLC | 6,539 | $2.38M | 0.13% | +1,414+27.6% | Added |
| Inkwell Capital LLC | 6,897 | $2.38M | 2.43% | +2,688+63.9% | Added |
| SLT Holdings LLC | 6,878 | $2.37M | 1.55% | −103−1.5% | Reduced |
| Milestone Asset Management, LLC | 6,860 | $2.37M | 0.45% | +6,860 | New |
| Capital Asset Advisory Services LLC | 6,848 | $2.36M | 0.10% | +69+1.0% | Added |
| Spears Abacus Advisors LLC | 6,843 | $2.36M | 0.04% | −320−4.5% | Reduced |