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 |
|---|---|---|---|---|---|
| Fifth Lane Capital, LP | 6,843 | $2.36M | 2.37% | +5,343+356.2% | Added |
| Connecticut Wealth Management, LLC | 6,802 | $2.35M | 0.10% | −2,729−28.6% | Reduced |
| Csenge Advisory Group | 6,793 | $2.35M | 0.11% | −1,821−21.1% | Reduced |
| Accent Capital Management, LLC | 6,788 | $2.34M | 0.99% | −322−4.5% | Reduced |
| Scholtz & Company, LLC | 6,773 | $2.34M | 1.03% | −9,877−59.3% | Reduced |
| Focused Wealth Management, Inc | 6,756 | $2.33M | 0.25% | +4,175+161.8% | Added |
| Osprey Private Wealth LLC | 6,735 | $2.33M | 0.85% | +1,030+18.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,712 | $2.32M | 0.09% | −8,900−57.0% | Reduced |
| Drucker Wealth 3.0, LLC | 6,706 | $2.32M | 0.41% | +3,800+130.8% | Added |
| Mechanics Bank Trust Department | 6,666 | $2.30M | 0.32% | −2,040−23.4% | Reduced |
| Parkside Financial Bank & Trust | 6,664 | $2.30M | 0.18% | −408−5.8% | Reduced |
| Connable Office Inc | 6,654 | $2.30M | 0.21% | −85−1.3% | Reduced |
| RFG Advisory, LLC | 6,613 | $2.28M | 0.05% | −21,943−76.8% | Reduced |
| Beirne Wealth Consulting Services, LLC | 6,601 | $2.28M | 0.55% | +6,601 | New |
| Sierra Summit Advisors LLC | 6,587 | $2.27M | 0.35% | +4,067+161.4% | Added |
| Legato Capital Management LLC | 6,566 | $2.27M | 0.25% | +607+10.2% | Added |
| Tounjian Advisory Partners, LLC | 6,556 | $2.26M | 0.76% | −11,254−63.2% | Reduced |
| Mfg Wealth Management, Inc. | 6,552 | $2.26M | 1.71% | +6,552 | New |
| Brown Financial Advisors | 6,534 | $2.26M | 0.83% | +196+3.1% | Added |
| Skopos Labs, Inc. | 7,297 | $2.26M | 0.30% | −245−3.2% | Reduced |
| BCGM Wealth Management, LLC | 6,514 | $2.25M | 0.59% | +159+2.5% | Added |
| Impact Capital Partners LLC | 6,509 | $2.25M | 0.68% | +200+3.2% | Added |
| Janney Capital Management LLC | 6,501 | $2.25M | 0.14% | −122−1.8% | Reduced |
| SPC Financial, Inc. | 6,489 | $2.24M | 0.18% | +295+4.8% | Added |
| Coastline Trust Co | 6,486 | $2.24M | 0.24% | −1,310−16.8% | Reduced |
| Private Trust Co NA | 6,479 | $2.24M | 0.20% | +481+8.0% | Added |
| Boston Family Office LLC | 6,475 | $2.24M | 0.14% | +307+5.0% | Added |
| Timber Creek Capital Management LLC | 6,449 | $2.23M | 0.54% | +6,449 | New |
| EverSource Wealth Advisors, LLC | 6,430 | $2.22M | 0.09% | +640+11.1% | Added |
| Hartford Financial Management Inc. | 6,407 | $2.21M | 0.59% | +465+7.8% | Added |
| Meiji Yasuda Life Insurance Co | 6,400 | $2.21M | 0.06% | −222−3.4% | Reduced |
| Edgestream Partners, L.P. | 6,377 | $2.20M | 0.06% | −17,121−72.9% | Reduced |
| Claro Advisors LLC | 6,375 | $2.20M | 0.32% | +39+0.6% | Added |
| Flputnam Investment Management Co | 6,374 | $2.20M | 0.03% | −7,059−52.5% | Reduced |
| Thoroughbred Financial Services, LLC | 6,372 | $2.20M | 0.14% | +404+6.8% | Added |
| Lineweaver Wealth Advisors, LLC | 6,340 | $2.19M | 0.32% | +231+3.8% | Added |
| American National Bank | 6,304 | $2.18M | 0.21% | −11,850−65.3% | Reduced |
| Adell Harriman & Carpenter Inc | 6,303 | $2.18M | 0.13% | −2,734−30.3% | Reduced |
| Boomfish Wealth Group, LLC | 6,297 | $2.17M | 1.17% | +1,143+22.2% | Added |
| Royal Capital Wealth Management, LLC | 6,292 | $2.17M | 1.33% | −159−2.5% | Reduced |
| Stonegate Investment Group, LLC | 6,291 | $2.17M | 0.05% | −2,762−30.5% | Reduced |
| South State Corp. | 6,283 | $2.17M | 0.10% | −1,908−23.3% | Reduced |
| Stonebrook Private Inc. | 6,256 | $2.16M | 0.47% | +253+4.2% | Added |
| Left Brain Wealth Management, LLC | 6,254 | $2.16M | 0.68% | −3,620−36.7% | Reduced |
| Adviser Investments LLC | 6,250 | $2.16M | 0.02% | −4,017−39.1% | Reduced |
| Greenline Partners, LLC | 6,233 | $2.15M | 0.26% | −505−7.5% | Reduced |
| Altfest L J & Co Inc | 6,213 | $2.15M | 0.24% | +2,122+51.9% | Added |
| Del-Sette Capital Management, LLC | 6,203 | $2.14M | 1.33% | +6,203 | New |
| Aventura Private Wealth, LLC | 6,200 | $2.14M | 0.79% | +647+11.7% | Added |
| Tyche Wealth Partners LLC | 6,197 | $2.14M | 0.38% | +1,070+20.9% | Added |
| Baker Avenue Asset Management, LP | 6,185 | $2.14M | 0.05% | −142−2.2% | Reduced |
| Advisor OS, LLC | 6,182 | $2.13M | 0.18% | +435+7.6% | Added |
| Country Club Bank | 6,161 | $2.13M | 0.13% | −12,406−66.8% | Reduced |
| Sendero Wealth Management, LLC | 6,125 | $2.11M | 0.25% | −114−1.8% | Reduced |
| Grimes & Company, Inc. | 6,111 | $2.11M | 0.05% | +2,826+86.0% | Added |
| Charter Trust Co | 6,094 | $2.10M | 0.13% | −4,337−41.6% | Reduced |
| Capital Wealth Planning, LLC | 6,088 | $2.10M | 0.01% | −593−8.9% | Reduced |
| Waterloo Capital, L.P. | 6,060 | $2.09M | 0.16% | +531+9.6% | Added |
| Triumph Capital Management | 6,045 | $2.09M | 0.56% | +1,800+42.4% | Added |
| Affiance Financial, LLC | 6,023 | $2.08M | 0.38% | +159+2.7% | Added |
| Missouri Trust & Investment Co | 6,019 | $2.08M | 0.61% | +1,146+23.5% | Added |
| Viking Fund Management LLC | 6,000 | $2.07M | 0.25% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 5,983 | $2.07M | 1.37% | −189−3.1% | Reduced |
| Dover Advisors, LLC | 5,984 | $2.07M | 0.82% | −15−0.3% | Reduced |
| Birch Capital Management, LLC | 5,982 | $2.07M | 1.05% | −459−7.1% | Reduced |
| Circle Wealth Management, LLC | 5,964 | $2.06M | 0.04% | +546+10.1% | Added |
| Lokken Investment Group LLC | 5,944 | $2.05M | 0.70% | +3,176+114.7% | Added |
| Gifford Fong Associates | 5,918 | $2.04M | 0.43% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 5,894 | $2.04M | 0.53% | +520+9.7% | Added |
| Teamwork Financial Advisors, LLC | 5,889 | $2.03M | 0.22% | +1,380+30.6% | Added |
| Magnus Financial Group LLC | 5,871 | $2.03M | 0.16% | +1,122+23.6% | Added |
| Sullivan Wood Capital Management LLC | 5,871 | $2.03M | 2.99% | +4,437+309.4% | Added |
| Summit Global Investments | 5,871 | $2.03M | 0.12% | −115−1.9% | Reduced |
| HM Payson & Co | 5,851 | $2.02M | 0.03% | −2,653−31.2% | Reduced |
| S&T Bank | 5,847 | $2.02M | 0.57% | −1,175−16.7% | Reduced |
| Ameritas Advisory Services, LLC | 5,840 | $2.02M | 0.13% | +1,558+36.4% | Added |
| Advisory Alpha, LLC | 5,687 | $2.01M | 0.06% | +201+3.7% | Added |
| All Terrain Financial Advisors, LLC | 5,825 | $2.01M | 0.65% | +1,405+31.8% | Added |
| Kathmere Capital Management, LLC | 5,811 | $2.01M | 0.14% | +1,173+25.3% | Added |
| Retirement Planning Co of New England, Inc. | 5,806 | $2.00M | 0.81% | +1,596+37.9% | Added |
| Avantax Planning Partners, Inc. | 5,801 | $2.00M | 0.06% | +1,472+34.0% | Added |
| Cherokee Insurance Co | 5,800 | $2.00M | 0.86% | 00.0% | Unchanged |
| Wealth Architects, LLC | 5,787 | $2.00M | 0.19% | −200−3.3% | Reduced |
| TownSquare Capital, LLC | 5,777 | $1.99M | 0.30% | −1,046−15.3% | Reduced |
| Evergreen Wealth Management, LLC | 5,736 | $1.98M | 1.04% | +2,548+79.9% | Added |
| Community Bank, N.A. | 5,733 | $1.98M | 0.24% | −625−9.8% | Reduced |
| Larson Financial Group LLC | 5,730 | $1.98M | 0.07% | −1,010−15.0% | Reduced |
| Cyndeo Wealth Partners, LLC | 5,720 | $1.98M | 0.11% | −181−3.1% | Reduced |
| Arete Wealth Advisors, LLC | 5,694 | $1.97M | 0.12% | −1,057−15.7% | Reduced |
| Cinctive Capital Management LP | 5,689 | $1.96M | 0.10% | +5,689 | New |
| Mystic Asset Management, Inc. | 5,682 | $1.96M | 0.44% | +568+11.1% | Added |
| KPP Advisory Services LLC | 5,674 | $1.96M | 0.29% | +374+7.1% | Added |
| Tilia Fiduciary Partners, Inc. | 5,663 | $1.96M | 1.13% | +1,940+52.1% | Added |
| SlateStone Wealth, LLC | 5,654 | $1.95M | 0.17% | −1,574−21.8% | Reduced |
| Oak Thistle LLC | 5,649 | $1.95M | 0.30% | +2,487+78.7% | Added |
| Journey Strategic Wealth LLC | 5,636 | $1.95M | 0.05% | −2,005−26.2% | Reduced |
| Stratos Wealth Advisors, LLC | 5,622 | $1.94M | 0.09% | +935+19.9% | Added |
| Samalin Investment Counsel, LLC | 5,618 | $1.94M | 0.67% | +1,535+37.6% | Added |
| Capital Management Associates, Inc | 5,616 | $1.94M | 0.52% | +226+4.2% | Added |
| Elmwood Wealth Management, Inc. | 5,608 | $1.94M | 0.69% | +220+4.1% | Added |